kaizen-agentic/workplans/KAIZEN-WP-0004-ecosystem-integration.md

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---
id: KAIZEN-WP-0004
type: workplan
title: "Ecosystem Integration: Helix Forge, activity-core, and artifact-store"
domain: agents
repo: kaizen-agentic
status: finished
owner: kaizen-agentic
topic_slug: custodian
state_hub_workstream_id: 76be7294-e201-4074-91c0-6421992470fe
created: "2026-06-16"
updated: "2026-06-17"
tasks:
- id: T01
title: Document Helix Forge correlation contract cross-repo
status: done
state_hub_task_id: f365d19e-9619-4453-bebf-f1fd596b1bd1
- id: T02
title: Add HELIX_SESSION_UID to metrics record
status: done
state_hub_task_id: e7f47683-5957-49db-bcbd-3aa47f44a073
- id: T03
title: Add kaizen-agentic metrics correlate command stub
status: done
state_hub_task_id: 6ef8ba99-7d0c-44f4-835d-7a66e9d55984
- id: T04
title: Integration test for helix_session_uid correlation
status: done
state_hub_task_id: 9875422c-a54b-40f1-a444-6b485a9e57d6
- id: T05
title: Update EcosystemIntegration.md with worked example
status: done
state_hub_task_id: 0dc33d13-0e0b-4336-a7ad-371fc533b823
- id: T06
title: Draft weekly metrics optimize ActivityDefinition
status: done
state_hub_task_id: dbaa5f46-f66a-4a74-b4a0-97978e47d1c3
- id: T07
title: Draft post-install metrics scaffold ActivityDefinition
status: done
state_hub_task_id: 161a264a-8f70-4e37-a854-bd5a76a0e54b
- id: T08
title: Draft low success_rate review ActivityDefinition
status: done
state_hub_task_id: 3b58ad38-839c-436a-8d97-ef5a8f9beefe
- id: T09
title: Document activity-core triggers in INTEGRATION_PATTERNS.md
status: done
state_hub_task_id: a004b60f-4e8f-4881-b088-229ac9ab242f
- id: T10
title: Smoke test activity-core activation
status: done
state_hub_task_id: 84866bf1-5830-470d-87a5-9786222332c2
- id: T11
title: Define optimizer artifact package manifest
status: done
state_hub_task_id: 033a19db-fbd2-411f-9d2e-779d210400d4
- id: T12
title: Add kaizen-agentic metrics publish command
status: done
state_hub_task_id: 54517f2b-23e3-433b-a483-c59227625dbc
- id: T13
title: Map raw-evidence retention class in publish manifest
status: done
state_hub_task_id: 3b378789-a761-4472-b072-a346541be239
- id: T14
title: Integration test artifact-store publish
status: done
state_hub_task_id: a3566713-db58-4519-b9c4-5003421c1f1e
- id: T15
title: Document publish workflow in agency-framework.md
status: done
state_hub_task_id: 5d8255aa-fd7a-4fe6-bce2-3a176f954c7f
- id: T16
title: Map KaizenAgentTemplate to info-tech-canon profile outline
status: done
state_hub_task_id: 852c9cbf-0b0c-4f23-8594-905ca280c268
- id: T17
title: Draft info-tech-canon agent brief for tdd-workflow
status: done
state_hub_task_id: 62e05097-9033-401d-bbe0-d5d773da50fe
- id: T18
title: Spike kontextual-engine wiki ingestion manifest
status: done
state_hub_task_id: cd6962c7-aaed-4d7d-81de-37c0e3ed715e
- id: T19
title: Update ecosystem assessment with Part 4 outcomes
status: done
state_hub_task_id: 2c1f66f5-e6ab-4e19-88ca-818acb15a706
state_hub_workstream_id: "76be7294-e201-4074-91c0-6421992470fe"
---
# KAIZEN-WP-0004 — Ecosystem Integration: Helix Forge, activity-core, and artifact-store
**Status:** finished
**Owner:** kaizen-agentic
**Repo:** kaizen-agentic
**Depends on:** KAIZEN-WP-0003 Part 3 (metrics CLI + `metrics optimize` operational)
## Goal
Compose KaizenAgentic with adjacent ecosystem repos so INTENT's measurement and
improvement vision spans **project** and **fleet** layers without duplicating
capabilities or violating repo boundaries.
Primary integrations: **agentic-resources** (Helix Forge), **activity-core**
(scheduled triggers), **artifact-store** (evidence retention). Secondary
integrations (info-tech-canon, kontextual-engine) are Part 4 stretch goals.
Reference: `wiki/EcosystemIntegration.md`, `history/2026-06-16-ecosystem-assessment.md`
---
## Part 1 — Helix Forge Correlation (agentic-resources)
Wire project metrics (ADR-004) to fleet session metrics without re-implementing
session ingestion.
### Tasks
- [x] T01 — Document correlation contract in `agentic-resources` (cross-repo PR or shared doc link from both repos)
- [x] T02 — Add optional `helix_session_uid` population to `metrics record` when env `HELIX_SESSION_UID` is set
- [x] T03 — Add `kaizen-agentic metrics correlate` — lookup Helix digest summary by UID (read-only adapter stub if Helix API not ready)
- [x] T04 — Integration test: synthetic project record with `helix_session_uid` round-trips through show/brief
- [x] T05 — Update `wiki/EcosystemIntegration.md` with worked correlation example
### Definition of done
- Project execution records can carry Helix correlation fields per ADR-004
- Documentation is bidirectional (kaizen-agentic + agentic-resources reference each other)
- No session JSONL ingestion code in kaizen-agentic
---
## Part 2 — activity-core Triggers
Define ActivityDefinitions for recurring kaizen operations.
### Tasks
- [x] T06 — Draft ActivityDefinition: weekly `metrics optimize` on repos with `.kaizen/metrics/`
- [x] T07 — Draft ActivityDefinition: post-install metrics scaffold validation (`memory init` check)
- [x] T08 — Draft ActivityDefinition: success_rate below 0.8 → issue-core review task
- [x] T09 — Document ActivityDefinition paths and activation contract in `docs/INTEGRATION_PATTERNS.md`
- [x] T10 — Smoke test: manual activation against a test repo with populated metrics
### Definition of done
- Three ActivityDefinition markdown files committed (location per activity-core convention)
- kaizen-agentic docs describe how activity-core triggers map to CLI commands
- No scheduling code in kaizen-agentic
---
## Part 3 — artifact-store Evidence Retention
Persist optimizer outputs as registered artifact packages.
### Tasks
- [x] T11 — Define artifact package manifest for optimizer run (`analysis.json` + `recommendations.jsonl`)
- [x] T12 — Add `kaizen-agentic metrics publish` — register optimizer output with artifact-store API (configurable endpoint)
- [x] T13 — Map retention class `raw-evidence` (180d) in publish manifest metadata
- [x] T14 — Integration test with artifact-store local backend (skip if service unavailable; mark `@pytest.mark.integration`)
- [x] T15 — Document publish workflow in `docs/agency-framework.md` metrics section
### Definition of done
- Optimizer outputs can be registered as artifact packages when artifact-store is reachable
- Retention metadata matches ADR-004 default
- Publish is optional — local-only workflows still work without artifact-store
---
## Part 4 — Canon and Knowledge (stretch)
Secondary integrations for template conformance and knowledge asset lifecycle.
### Tasks
- [x] T16 — Map `wiki/KaizenAgentTemplate.md` sections to info-tech-canon profile outline (design doc only)
- [x] T17 — Draft one InfoTechCanon-style agent brief for `tdd-workflow` pilot
- [x] T18 — Spike: kontextual-engine ingestion manifest for `wiki/` directory (design note, no runtime dependency)
- [x] T19 — Update `history/2026-06-16-ecosystem-assessment.md` with Part 4 outcomes
### Definition of done
- Design artifacts committed; no hard dependency on info-tech-canon or kontextual-engine services
- tdd-workflow brief serves as reference for fleet-wide brief rollout (future WP)
---
## Sequencing
```
WP-0003 Part 3 complete
Part 1 (T01T05) ──→ Part 2 (T06T10)
│ │
└──────────┬───────────┘
Part 3 (T11T15)
Part 4 (T16T19) [stretch]
```
Part 1 can start once `metrics record` and `metrics optimize` exist.
Parts 23 can overlap. Part 4 is non-blocking.
Estimated effort: 35 sessions after WP-0003 Part 3.
---
## Out of Scope
- Cloning or implementing tele-mcp (assess separately)
- phase-memory graph migration (future WP)
- Full KaizenGuidance codemod pipeline
- Owning activity-core, artifact-store, or agentic-resources code
---
## Success Criteria
1. Two-layer measurement model is documented, implemented at correlation layer,
and operable without repo merges.
2. Recurring kaizen checks can be triggered via activity-core without custom cron.
3. Optimizer evidence can be preserved in artifact-store when configured.
4. Canon/knowledge integration has a clear design path for later work.
---
## Completion
**Shipped:** v1.1.0v1.2.0 ecosystem integration layer.
| Part | Outcome |
|------|---------|
| 1 Helix | `HELIX_SESSION_UID` on `metrics record`, `metrics correlate`, bidirectional docs |
| 2 activity-core | Three ActivityDefinitions under `docs/integrations/activity-definitions/` |
| 3 artifact-store | `metrics publish` with `raw-evidence` retention manifest |
| 4 Canon/knowledge | Design docs for info-tech-canon and kontextual-engine (no runtime deps) |
All 19 tasks complete. Reciprocal Helix link verified in WP-0005 T16.
---
## State Hub Task IDs
| Code | UUID |
|------|------|
| T01 | f365d19e-9619-4453-bebf-f1fd596b1bd1 |
| T02 | e7f47683-5957-49db-bcbd-3aa47f44a073 |
| T03 | 6ef8ba99-7d0c-44f4-835d-7a66e9d55984 |
| T04 | 9875422c-a54b-40f1-a444-6b485a9e57d6 |
| T05 | 0dc33d13-0e0b-4336-a7ad-371fc533b823 |
| T06 | dbaa5f46-f66a-4a74-b4a0-97978e47d1c3 |
| T07 | 161a264a-8f70-4e37-a854-bd5a76a0e54b |
| T08 | 3b58ad38-839c-436a-8d97-ef5a8f9beefe |
| T09 | a004b60f-4e8f-4881-b088-229ac9ab242f |
| T10 | 84866bf1-5830-470d-87a5-9786222332c2 |
| T11 | 033a19db-fbd2-411f-9d2e-779d210400d4 |
| T12 | 54517f2b-23e3-433b-a483-c59227625dbc |
| T13 | 3b378789-a761-4472-b072-a346541be239 |
| T14 | a3566713-db58-4519-b9c4-5003421c1f1e |
| T15 | 5d8255aa-fd7a-4fe6-bce2-3a176f954c7f |
| T16 | 852c9cbf-0b0c-4f23-8594-905ca280c268 |
| T17 | 62e05097-9033-401d-bbe0-d5d773da50fe |
| T18 | cd6962c7-aaed-4d7d-81de-37c0e3ed715e |
| T19 | 2c1f66f5-e6ab-4e19-88ca-818acb15a706 |
**Hub workstream:** `kaizen-wp-0004-ecosystem-integration` (`76be7294-e201-4074-91c0-6421992470fe`)
---
## Notes
- ADR-004 Helix Forge correlation section is the authoritative field mapping
- WP-0001 T04 (telemetry) should evaluate tele-mcp as adapter candidate
- activity-core ActivityDefinitions live in activity-core repo per ACT-ADR-002/003;
kaizen-agentic commits reference copies or links under `docs/integrations/`