kaizen-agentic/docs/INTEGRATION_PATTERNS.md

# Integration Patterns

How kaizen-agentic composes with ecosystem repos **by contract** — no merged
codebases, no duplicated capabilities.

Reference: [wiki/EcosystemIntegration.md](../wiki/EcosystemIntegration.md),
[KAIZEN-WP-0004](../workplans/kaizen-agentic-WP-0004-ecosystem-integration.md).

---

## Pattern 1 — Helix Forge correlation (agentic-resources)

**Problem:** Project metrics and fleet session metrics answer different questions.

**Contract:** Optional `helix_session_uid` on ADR-004 execution records.

| kaizen-agentic | agentic-resources |
|----------------|-------------------|
| `metrics record` at session close | Helix capture → digest store |
| `metrics correlate <uid>` read-only lookup | `Store.get_digest(session_uid)` |
| `HELIX_SESSION_UID` env auto-merge | `Session.session_uid` |

**Docs:** [integrations/helix-forge-correlation.md](integrations/helix-forge-correlation.md)

**Boundary:** kaizen-agentic does not ingest session JSONL.

---

## Pattern 2 — activity-core triggers

**Problem:** Recurring kaizen checks need scheduling without custom cron in this repo.

**Contract:** ActivityDefinition markdown files declare triggers + actions that
invoke kaizen-agentic CLI commands.

| Definition | Trigger | CLI command |
|------------|---------|-------------|
| [weekly-metrics-optimize](integrations/activity-definitions/weekly-metrics-optimize.md) | Cron Mon 08:00 | `metrics optimize` |
| [post-install-metrics-scaffold](integrations/activity-definitions/post-install-metrics-scaffold.md) | `kaizen.agent.installed` | `memory init` validation |
| [low-success-rate-review](integrations/activity-definitions/low-success-rate-review.md) | `kaizen.metrics.recorded` | `metrics show` + `optimize` |

**Activation handoff (activity-core owners):**

1. **Copy definitions** from kaizen-agentic:
   `docs/integrations/activity-definitions/*.md` → activity-core
   `activity-definitions/kaizen-agentic/` (or org-equivalent path per ACT-ADR-002).
2. **Register in activity-core index** — ensure each definition slug appears in the
   activity-core catalog consumed by the resolver.
3. **Run sync** in activity-core: `make sync-activity-definitions` (or repo-equivalent).
4. **Wire triggers** — map cron / NATS subjects (`kaizen.agent.installed`,
   `kaizen.metrics.recorded`) to the documented CLI invocations.
5. **Enable gradually** — set `enabled: true` per definition after a manual smoke test
   against a repo with `.kaizen/metrics/` populated.
6. **Verify credentials** — scheduled runs need `kaizen-agentic` on PATH and any
   Gitea PyPI extra index if the runner installs from registry (see PACKAGE_RELEASE.md).

**kaizen-agentic maintainer checklist:**

- [ ] Three definition files committed under `docs/integrations/activity-definitions/`
- [ ] activity-core PR or issue opened to register definitions
- [ ] Smoke test commands documented below pass on a pilot repo

**Smoke test (manual):**

```bash
# Against a repo with populated metrics
cd /path/to/project-with-kaizen
kaizen-agentic metrics list
kaizen-agentic metrics optimize
# Verify analysis.json written
test -f .kaizen/metrics/optimizer/analysis.json && echo OK
```

**Boundary:** kaizen-agentic does not run Temporal schedules.

---

## Pattern 3 — artifact-store evidence retention

**Problem:** Optimizer outputs need durable, attributable retention beyond local disk.

**Contract:** `metrics publish` registers `analysis.json` + `recommendations.jsonl`
as an artifact package with `retention_class: raw-evidence`.

```bash
export ARTIFACTSTORE_API_URL=http://127.0.0.1:8000
export ARTIFACTSTORE_API_TOKEN=<token>
kaizen-agentic metrics optimize
kaizen-agentic metrics publish --target .
```

**Manifest:** [integrations/optimizer-artifact-manifest.md](integrations/optimizer-artifact-manifest.md)

**Boundary:** Publish is optional; local `.kaizen/metrics/optimizer/` remains canonical.

---

## Pattern 4 — Canon and knowledge (stretch)

Design-only paths for info-tech-canon and kontextual-engine:

- [integrations/canon-template-mapping.md](integrations/canon-template-mapping.md)
- [integrations/briefs/tdd-workflow-canon-brief.md](integrations/briefs/tdd-workflow-canon-brief.md)
- [integrations/kontextual-wiki-ingestion-spike.md](integrations/kontextual-wiki-ingestion-spike.md)

No runtime dependency in WP-0004.

---

## Environment variables

| Variable | Used by | Purpose |
|----------|---------|---------|
| `HELIX_SESSION_UID` | `metrics record` | Fleet session correlation |
| `HELIX_REPO`, `HELIX_FLAVOR` | `metrics record` | Session context |
| `HELIX_TOKENS`, `HELIX_INFRA_OVERHEAD_SHARE` | `metrics record` | Fleet cost fields |
| `HELIX_STORE_DB` | `metrics correlate` | Digest lookup database |
| `ARTIFACTSTORE_API_URL` | `metrics publish` | Registry endpoint |
| `ARTIFACTSTORE_API_TOKEN` | `metrics publish` | Write auth bearer token |