crimson_leaf/templates/strategic_review.yml

name: strategic_review
description: "Crimson Leaf 24-hour strategic review -- mission assessment, portfolio evaluation, gap identification, and escalation."
debug: true
model: power
system: agent_prompt

agent_prompt:
  - "= identity.md"
  - "= mission.md"

participant_prompt:
  - "= identity.md"

sections:
  - agent
  - project
  - history
  - participants
  - participants_prompt
  - rag
  - message
  - instructions

builders:
  message: |
    *** PORTFOLIO REPORT ***
    {steps[0].text}

steps:
  - type: tool
    action: get_portfolio_report
    output_key: portfolio_data

  - type: think
    max_tokens: 8000
    rotate_participants: true
    loop:
      max_iterations: 3
    hint: |
      You are {agent.name}, participating in the Crimson Leaf Holdings strategic review.
      This is round {task.iteration} of the board session.

      The portfolio report is above. Your mission charter is in your system prompt.
      Analyze from YOUR perspective:

      - If you are Edgar (The Operator): Focus on systems health, metrics, gaps in capability.
        Are companies executing? Are we moving toward the mission success criteria?
        What gaps are blocking revenue? What should we PROPOSE to David?

      - If you are Orion (The Visionary): Focus on opportunities and what we are missing.
        Are we building the right things? What should we start? What should we kill?

      - If you are Sloane (The Dealmaker): Focus on marketing, visibility, revenue.
        Are we selling? Does anyone know we exist? What channels are we missing?

      Build on previous speakers' points. Disagree if you must -- this is a board debate.

      When genuine consensus is reached across all perspectives, include exactly:
      consensus_reached: true
      If debate should continue, do NOT include that line.

  - type: think
    max_tokens: 6000
    agent: first_available
    output_key: strategic_brief
    hint: |
      Synthesize the boardroom transcript into a STRATEGIC BRIEF for David.

      Structure:
      1. EXECUTIVE SUMMARY -- one paragraph on portfolio health and mission progress
      2. MISSION GAP AUDIT -- assess each gap from the mission charter. Is Gap 1 (CLO)
         still the top priority? Has anything changed that elevates a different gap?
      3. CRITICAL ISSUES -- things needing immediate attention
      4. OPPORTUNITIES -- ranked by priority
      5. ACTION ITEMS -- specific tasks for David:
         "David, [verb]: [details]"
      6. NEXT REVIEW -- focus for the next 24-hour review

      Keep it actionable. David is one person -- prioritize ruthlessly.

      PROPOSAL GATE ASSESSMENT:
      Based on the gap audit, should Edgar submit a company proposal this cycle?
      Criteria: gap is materially blocking revenue AND cannot be solved by existing resources
      AND no proposal has been submitted in the last 30 days.
      State one of: PROPOSAL_NEEDED: [company-slug] or PROPOSAL_NEEDED: none

      MARKETING DISPATCH ASSESSMENT:
      A book "needs marketing" if crimson_leaf_marketing shows no active campaign for it.
      At the end of your brief, include:
      CLM_DISPATCH: <book-project-slug if a completed book needs CLM campaign, or "none">

  - type: think
    max_tokens: 100
    output_key: proposal_project_slug
    hint: |
      Read the PROPOSAL_NEEDED line from the strategic brief above.
      If the value is "none", output exactly: none
      Otherwise output exactly: incubation

      Output ONLY one word. No explanation. No punctuation.

  - type: think
    max_tokens: 800
    output_key: proposal_brief
    hint: |
      The proposal decision is: {proposal_project_slug}

      If {proposal_project_slug} is "none", output exactly: none

      Otherwise, write the task message for the company_proposal pipeline.
      This brief becomes the input that drives the full business plan.

      Include:
      - Which company to propose (name, slug, purpose in one sentence)
      - What gap it fills (specific -- what Edgar cannot do today without it)
      - Why now (cost of waiting another 30 days)
      - Proposed 90-day success criteria (measurable)
      - Known constraints or dependencies

      Be specific. This brief drives the entire proposal document.

      Output ONLY the brief text. No labels. No preamble.

  - type: tool
    action: enqueue_strategy
    optional: true
    params:
      company_slug: "crimson_leaf"
      project_slug: "{proposal_project_slug}"
      task_type: "company_proposal"
      content: "{proposal_brief}"
      agent_name: "edgar"

  - type: think
    max_tokens: 100
    output_key: clm_dispatch_slug
    hint: |
      Read the CLM_DISPATCH line from the strategic brief above.
      Extract the value after "CLM_DISPATCH: " and output it exactly, nothing else.
      Valid values: cypress-bend, crimson-vows, binding-thread, or none.
      Output ONLY the value. No explanation.

  - type: think
    max_tokens: 600
    output_key: clm_dispatch_message
    hint: |
      If {clm_dispatch_slug} is "none", output exactly: none

      Otherwise write a marketing campaign request for that book. Include:
      - Book title, genre, audience
      - The manuscript is complete in Crimson Leaf Publishing Gitea repo
      - Request: full marketing campaign (strategy, social, email, press release, ad copy)
      - Urgency: book has no active campaign and needs revenue generation

      Book reference:
      - cypress-bend: "Cypress Bend" contemporary romance, audience adult women 25-45
      - crimson-vows: "Crimson Vows" paranormal romance, audience adult women 25-40
      - binding-thread: "The Binding Thread" fantasy romance, audience adult women 20-40

      Output ONLY the message text. No preamble.

  - type: tool
    action: enqueue_strategy
    optional: true
    params:
      company_slug: "crimson_leaf_marketing"
      project_slug: "book-marketing-agency"
      task_type: "marketing_campaign"
      content: "{clm_dispatch_message}"

  - type: reply
    target: discussion

adjudication:
  enabled: false