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29 changes: 29 additions & 0 deletions .evozeus-wrapper/CHANGELOG.md
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Expand Up @@ -8,6 +8,35 @@ Wrapper harness migrations are recorded under `.evozeus-wrapper/docs/migrations/

- No unreleased changes.

## [v0.3.0] - 2026-07-22

### Skill changes

- Added a first-class daily project-management loop with `pre_standup`, `post_standup`, `approved_commit`, `approved_publish`, and `eod_close` modes.
- Added deterministic phase routing, required source order, phase-specific outputs, mutation and publication authority, and missing-input recovery behavior.
- Added consumer-workspace checkpoints for cross-run resume, source watermarks, mutation approvals, card fingerprints, publication receipts, and next decision points.
- Added idempotency rules that prevent duplicate Base writes and duplicate card publication during scheduled retries.
- Added a scheduled invocation adapter whose default policies are `proposal_only` and `private_draft`, with Monday weekly-establishment and Friday weekly-closure modifiers.
- Added five synthetic evaluation scenarios and deterministic contract tests for the recurring daily loop.

### Feedback / Issues

- MetaInFLow/metainflow-dev-tasks#5: add a daily project-management operating loop.
- Design: `.evozeus-wrapper/docs/designs/2026-07-22-daily-project-management-loop-v0.3.0.md`.

### Verification

- `python3 -m unittest discover -s tests -p 'test_*.py'`
- JSON parsing for `evals/evals.json`.
- `python3 .evozeus-wrapper/scripts/evozeus_wrapper_preflight.py structure`
- `python3 .evozeus-wrapper/scripts/evozeus_wrapper_preflight.py doctor --repo MetaInFLow/metainflow-dev-tasks`
- Skill format, source-contract, and public-data boundary review.

### Data boundary and rollback

- Public artifacts use synthetic operating scenarios and contain no raw chats, customer records, internal links, production identifiers, Base tokens, or credentials.
- Roll back by restoring the `v0.2.0` Skill release. Existing management contracts remain compatible; the daily orchestration layer and checkpoint contract are removed.

## [v0.2.0] - 2026-07-20

### Skill changes
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# Daily Project Management Loop v0.3.0

## Related Issue

Related issue: MetaInFLow/metainflow-dev-tasks#5.

## Optimization Goal

Make recurring daily project management a first-class Skill feature. A run should enter a deterministic operating phase, reuse the prior checkpoint, gather only the evidence required for that phase, and produce the next decision-ready artifact without rediscovering the workflow.

The Skill must own the operating behavior. A scheduler may trigger a phase, but it must not redefine evidence order, mutation authority, publication authority, or completion semantics.

## Direction

1. Add concise daily-loop routing and gates to `SKILL.md`.
2. Add the detailed phase, checkpoint, idempotency, and automation adapter contracts to `references/daily-operations.md`.
3. Reuse the existing management contracts for task identity, evidence, baseline, progress, capacity, and publication authorization.
4. Keep scheduled runs proposal-only unless an explicit, still-valid approval is present in the current management cycle.
5. Persist references and decisions in a local checkpoint; never persist raw private chat content, credentials, Base tokens, or customer records in the public Skill repository.

## Operating Model

### Phase 1: Pre-standup Scan

- Establish the effective portfolio and workstreams.
- Read the prior checkpoint, previous working-day chats, current week daily plan, Base tasks and logs, project plans, leave, and unresolved synchronization items.
- Produce historical state-change candidates, milestone risks, orphan work, capacity gaps, and standup questions.
- Do not mutate Base records or publish a group message.

### Phase 2: Post-standup Reconciliation

- Add the latest standup record and decisions to the evidence set.
- Reconcile project plans, Base, daily plan, communication, and meeting decisions.
- Produce a proposed mutation batch, the weekly-to-daily assignment map, and a private card draft.
- Record conflicts, missing evidence, synchronization owners, and approval requirements.

### Phase 3: Approved Commit And Publish

- Apply only the approved mutation set, read every affected record back, and recalculate schedule health.
- Publish only the approved final card to the approved destination.
- A material content change invalidates publication approval.
- Store mutation verification and publication receipt in the checkpoint.

### Phase 4: End-of-day Closure

- Recheck due milestones against code, document, demo, deployment, test, and acceptance evidence.
- Separate submitted, demonstrated, deployed, tested, and accepted states.
- Produce unfinished-item actions, tomorrow inputs, overdue or blocked changes, and Friday milestone closure when applicable.
- Completion and acceptance remain evidence-gated.

## Checkpoint Contract

Use a consumer-workspace checkpoint keyed by local date and timezone. It records:

- cycle date, timezone, completed phase, run ID, and source watermarks;
- effective portfolio and workstream snapshot;
- proposed mutations, approval state, applied mutation verification, and remaining conflicts;
- orphan tasks and `pending_sync` ownership, SLA, and closure state;
- card draft fingerprint, approved destination, approval state, publication receipt, and recall state;
- next checkpoints and scheduled decision times.

The checkpoint stores references and compact decisions, not raw private evidence. Re-running a phase with unchanged watermarks must reuse the existing result and avoid duplicate writes or messages.

## Automation Adapter

A scheduled invocation supplies the phase, cycle date, timezone, mutation policy, publication policy, and expected output channel. The default scheduled policies are `proposal_only` and `private_draft`.

Recommended triggers:

- Workday pre-standup scan; Monday adds weekly milestone establishment.
- Workday post-standup reconciliation.
- Workday end-of-day closure; Friday adds weekly milestone closure.

Missing standup or plan inputs produce a named gap and a next retry condition. They never authorize fabricated facts, silent writes, or group publication.

## Implementation Plan

1. Add `references/daily-operations.md` with the phase matrix, input order, outputs, gates, checkpoint schema, idempotency key, recovery behavior, and scheduler prompt contract.
2. Add a mandatory daily-loop section and intent routing to `SKILL.md`.
3. Add synthetic regression scenarios for phase resume, scheduled proposal-only behavior, post-standup mutation proposals, end-of-day evidence recovery, and idempotent reruns.
4. Extend deterministic tests to require the new reference, modes, checkpoint fields, automation policies, and version consistency.
5. Update the changelog and release metadata to `v0.3.0`.

## Verification Plan

1. Add failing structural tests for the daily-loop entry modes, checkpoint, idempotency, scheduler adapter, proposal-only mutation policy, and private-draft publication policy.
2. Run the existing test suite to demonstrate the missing feature.
3. Implement the Skill, reference, eval, and release metadata changes.
4. Run unit tests, JSON parsing, Skill format checks, wrapper structure, doctor, and version diagnostics.
5. Keep public artifacts synthetic and confirm that no private source content or identifiers entered the change.

## Release Plan

Release as Skill `v0.3.0` because this adds a new recurring operating capability and invocation contract. Update `.evozeus-wrapper/CHANGELOG.md`, merge through a reviewed PR, publish a `v0.3.0` release referencing Issue #5, and confirm runtime installs still point to the canonical repository.

Roll back by restoring `v0.2.0`. Existing management contracts remain compatible; only the daily orchestration layer is removed by rollback.
21 changes: 18 additions & 3 deletions SKILL.md
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---
name: metainflow-dev-tasks
description: 通过 lark-cli/LarkSuite CLI 处理「源子技术部管理系统」飞书多维表中的开发组任务,并结合对应项目任务安排、会前日计划、早会纪要和项目相关聊天核对范围、里程碑、承诺与实际进展;商机项目强制下钻项目安排。支持新增、查看、查询、分析和更新需求、子任务、bug、工时日志、项目、版本、业务线和成员负载。用户提到开发组任务、bug、需求、工时、日报、日计划、周计划、早会、今日安排、项目任务安排、商机项目、项目交付或版本规划时使用。
description: 通过 lark-cli/LarkSuite CLI 处理「源子技术部管理系统」飞书多维表中的开发组任务,并结合对应项目任务安排、会前日计划、早会纪要和项目相关聊天核对范围、里程碑、承诺与实际进展;商机项目强制下钻项目安排。支持会前扫描、会后校准、批准后写入/发布、日终收口和可幂等的定时调用,以及新增、查看、查询、分析和更新需求、子任务、bug、工时日志、项目、版本、业务线和成员负载。用户提到开发组任务、bug、需求、工时、日报、日计划、周计划、早会、今日安排、每日项目管理、定时检查、项目任务安排、商机项目、项目交付或版本规划时使用。
---

## EvoZeus-wrapper 状态检查
Expand All @@ -12,7 +12,7 @@ description: 通过 lark-cli/LarkSuite CLI 处理「源子技术部管理系统
若当前只是 runtime-only install,缺少维护资产时不要把安装副本当作事实源,回 canonical repo 处理 wrapper harness 或 Skill release。

1. Skill release 状态
- 当前记录版本:`v0.2.0`
- 当前记录版本:`v0.3.0`
- 检查命令:`python3 .evozeus-wrapper/scripts/evozeus_wrapper_preflight.py version --repo MetaInFLow/metainflow-dev-tasks`
- 如果 GitHub latest release 更新:先更新 canonical repo,并确认 runtime install 仍指向 canonical repo。
- 如果本地版本领先 GitHub release:先完成 changelog、验证和 `vMAJOR.MINOR.PATCH` release,再把它当作稳定运行版本。
Expand Down Expand Up @@ -47,6 +47,7 @@ description: 通过 lark-cli/LarkSuite CLI 处理「源子技术部管理系统
- 需要表用途、必填字段、视图或路由规则时,读取 `references/schema.md`。
- 新增/更新记录前,或不确定 CLI 命令写法时,读取 `references/lark-cli-operations.md`。
- 涉及早会、周/日计划、任务派发、项目进度、改期、人员负载、口头任务或消息发布时,必须读取 `references/management-contracts.md`。
- 涉及“开始今天的项目管理”、连续工作日复核、会前/会后/日终操作、跨运行恢复或定时调用时,必须读取 `references/daily-operations.md`。

## 管理闭环门禁

Expand All @@ -59,6 +60,18 @@ description: 通过 lark-cli/LarkSuite CLI 处理「源子技术部管理系统
7. 人员负载先计算请假后容量,再核对进行中 WIP、测试/评审责任和团队已配置的 WIP 上限。容量或门槛缺失时不编造利用率。
8. “生成卡片/消息”默认只生成草稿。发布前必须获得对最终内容和目标群/聊天的明确发布授权;实质修改后必须重新确认,发布后返回发布回执。

## 每日项目管理闭环

1. 连续项目管理不重新发明流程。先读当日检查点,再在 `pre_standup`、`post_standup`、`approved_commit`、`approved_publish` 和 `eod_close` 中选择唯一模式。
2. `pre_standup` 执行会前扫描:复用上一检查点,读前一工作日聊天、当周日计划、Base、项目任务安排、工作日志和请假;输出状态候选、孤儿任务、项目风险、人员缺口和早会必问项。
3. `post_standup` 执行会后校准:加入早会纪要/妙记、会后 @ 指派和新聊天;输出冲突、拟变更批次、项目周里程碑到今日任务的映射和私下卡片草稿。
4. `approved_commit` 只处理用户已批准的变更 ID。写入前重读旧值,写入后逐条读回,再计算受影响项目的预测和偏差。
5. `approved_publish` 只发布用户已批准指纹的最终卡片,且目标会话必须已明确。发布后把消息标识、目标和时间写入回执。
6. `eod_close` 执行日终收口:把当日到期产出区分为已提交代码、已有演示/文档、已部署、已测试和已验收,输出未闭环动作、负责人、下次复核和明日输入。
7. 每次运行都要更新消费者工作区的当日检查点,保存来源水位、有效项目集、拟变更、批准状态、卡片指纹、发布回执和下一检查点;不把原始私聊正文或凭证写入公开仓库。
8. scheduled 定时调用必须传入显式 `mode`、`cycle_date` 和 `timezone`,并使用 `proposal_only` 和 `private_draft`。定时运行不自动翻状态、改基线、标记验收或群发布。
9. 每次写入或发送都使用检查点生成的幂等键。相同来源水位和相同批准内容已成功时,直接返回旧结果,禁止重复写入或重复发送。

## 操作规则

1. 先发现实时表结构,再写入或下结论。
Expand Down Expand Up @@ -128,6 +141,7 @@ description: 通过 lark-cli/LarkSuite CLI 处理「源子技术部管理系统

## 意图路由

- “开始今天的项目管理”、“按今天流程跑”或定时检查:读取 `references/daily-operations.md` 和当日检查点,选择会前扫描、会后校准、批准后写入、批准后发布或日终收口模式;跨运行复用检查点,定时调用保持只读分析与私下草稿。
- 新业务目标、新产品能力、新项目诉求或长期事项:先识别业务线,再搜索该业务线下的 `01-需求池`;已有相近需求则补充信息或新增子任务;只有确认后才新建需求。
- bug、截图反馈、线上异常:先识别业务线,再按该业务线内的模块、项目、版本或长期事项搜索 `01-需求池`;在 `02-子任务` 新建一条 `任务类型=bug` 的记录并绑定 `所属需求`。
- 小优化、运维、排查、临时支持:绑定到该业务线下的已有长期需求,例如运维类、项目支持类或业务线优化类需求;然后新建 `02-子任务`。
Expand Down Expand Up @@ -185,6 +199,7 @@ description: 通过 lark-cli/LarkSuite CLI 处理「源子技术部管理系统
- 写入前,确认目标表 ID 和必填字段来自实时 Base。
- 任务派发或计划更新前,确认管理契约的产出物、验收、周里程碑映射、工作阶段和截止时间已完整记录。
- 写入后,读回准确记录验证结果。
- 每日项目管理运行后,验证检查点的 `cycle_date`、`completed_phase`、`source_watermarks`、幂等键、拟变更状态和卡片/发布状态与实际一致。
- 如果只读取了样本页或有限分页,在回答中明确说明。

## 自进化方法
Expand Down Expand Up @@ -212,7 +227,7 @@ description: 通过 lark-cli/LarkSuite CLI 处理「源子技术部管理系统

Target repo: `MetaInFLow/metainflow-dev-tasks`
Visibility: `public`
Current Skill version: `v0.2.0`
Current Skill version: `v0.3.0`
Wrapper harness version: `v0.10.1`
## EvoZeus-wrapper

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2 changes: 1 addition & 1 deletion agents/openai.yaml
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interface:
display_name: "源子开发任务"
short_description: "闭环管理项目里程碑、任务产出、进度与负载"
default_prompt: "帮我结合项目任务安排、源子技术部管理系统、会前日计划、早会纪要和相关工作聊天管理开发任务。先确定有效项目集和工作流,建立项目周里程碑、个人周产出、今日任务的映射;任务必须写清产出物、载体、验收、依赖和准确截止时间。区分原始基线、当前预测与批准后基线,用验收证据判断项目提前、按计划、有风险或已落后;把未映射口头任务纳入待同步闭环,并在发送消息前单独确认最终内容和目标会话。"
default_prompt: "帮我结合项目任务安排、源子技术部管理系统、会前日计划、早会纪要和相关工作聊天管理开发任务。连续工作日使用每日项目管理闭环,从检查点恢复并进入会前扫描、会后校准、批准后写入/发布或日终收口阶段;定时调用只生成拟变更和私下草稿。先确定有效项目集和工作流,建立项目周里程碑、个人周产出、今日任务的映射;任务必须写清产出物、载体、验收、依赖和准确截止时间。区分原始基线、当前预测与批准后基线,用验收证据判断项目提前、按计划、有风险或已落后;把未映射口头任务纳入待同步闭环,并在发送消息前单独确认最终内容和目标会话。"
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