From 832f70a8d73f047fce265f17908083aa449b1210 Mon Sep 17 00:00:00 2001
From: Nova_2761 <davidb@crimsonleafllc.com>
Date: Tue, 28 Apr 2026 19:28:46 +0000
Subject: [PATCH] fix: explicit package schema and exclude infra projects from
 pulse_check

---
 templates/pulse_check.yml | 17 +++++++----------
 1 file changed, 7 insertions(+), 10 deletions(-)

diff --git a/templates/pulse_check.yml b/templates/pulse_check.yml
index d3a4986..317a63a 100644
--- a/templates/pulse_check.yml
+++ b/templates/pulse_check.yml
@@ -3,22 +3,18 @@ description: "Crimson Leaf holding company health scan -- Edgar checks all DB pr
 debug: true
 model: power
 system: agent_prompt
-
 agent_prompt:
   - "= identity.md"
-
 sections:
   - agent
   - project
   - rag
   - message
   - instructions
-
 builders:
   message: |
     *** PORTFOLIO REPORT ***
     {steps[0].text}
-
 steps:
   # Step 0: pull live data for ALL companies currently in the database
   - type: tool
@@ -30,24 +26,25 @@ steps:
     max_tokens: 600
     hint: |
       You are Edgar, CEO of Crimson Leaf Holdings.
-
       The portfolio report above lists every company and project registered in the system.
       Extract every ACTIVE project from every subsidiary company (exclude "crimson_leaf" itself).
       Exclude any project with status "completed" or "archived".
-
+      Exclude any project named "management", "incubation", or "model-testing".
       Output ONLY a JSON array on a single line. Each element must be an object with exactly
       two keys: "company" (the company slug) and "project" (the project slug).
       Example:
       [{"company":"crimson_leaf_publishing","project":"cypress-bend"},{"company":"crimson_leaf_marketing","project":"book-marketing-agency"}]
-
       If there are no active projects, output: []
 
   # Step 2: package the array so foreach can source it
   - type: package
-    schema: '{"projects": "array"}'
+    schema: '{"projects": [{"company": "string", "project": "string"}]}'
     hint: |
-      The previous step produced a JSON array of project objects.
-      Package it as: {"projects": [...array of objects...]}
+      The previous step produced a JSON array like:
+      [{"company":"crimson_leaf_publishing","project":"cypress-bend"},{"company":"crimson_leaf_marketing","project":"book-marketing-agency"}]
+      Wrap the entire array as the "projects" value. Copy ALL items exactly as-is.
+      Output: {"projects": <the full array from the input, no changes>}
+      Every item must keep exactly the "company" and "project" keys as strings.
 
   # Step 3: dispatch a project_review task to each active project
   - type: foreach