completetech-services-workflow.yaml

# Default workflow adapter for CompleteTech LLC agentic services engagements.
# This preserves the existing skill library lifecycle while making it a
# configurable adapter of the universal orchestration core.

workflow_type: completetech_services
label: CompleteTech Agentic Services Workflow
default: true
schema_version: 1.0.0

stages:
  - id: discovery
    label: Discovery
    purpose: Convert opportunity into verified workflow facts and proposal handoff.
  - id: proposal
    label: Proposal
    purpose: Produce buyer-facing scope, pilot/SOW, roadmap, or change order.
  - id: contract
    label: Contract
    purpose: Generate agreement package from approved commercial/legal facts.
  - id: delivery
    label: Delivery
    purpose: Execute approved scope, project controls, evaluation, launch readiness, runbook, and closeout.
  - id: customer_success
    label: Customer Success
    purpose: Maintain account health, renewal/expansion, escalations, advocacy, and support state.

support_outputs:
  - invoice
  - certificate
  - case_study
  - email
  - envelope

allowed_transitions:
  - from: discovery
    to: discovery
    when: new opportunity, unclear facts, or re-discovery is required
  - from: discovery
    to: proposal
    when: proposal-required facts are sufficient or marked TBD for draft-only work
  - from: proposal
    to: contract
    when: commercial approval is approved or conditional within listed limits
  - from: contract
    to: delivery
    when: legal/signature and kickoff authority are clear
  - from: delivery
    to: customer_success
    when: handoff, support, closeout, renewal, expansion, or advocacy is needed
  - from: delivery
    to: proposal
    when: new scope, failed assumption, or change order appears
  - from: proposal
    to: discovery
    when: buyer facts, success criteria, systems, or authority become unclear and rediscovery is required
  - from: contract
    to: discovery
    when: client identity, authority, or required source facts become unclear and rediscovery is required
  - from: delivery
    to: discovery
    when: delivery evidence invalidates the original workflow facts and rediscovery is required
  - from: customer_success
    to: discovery
    when: renewal, expansion, or account-change facts require rediscovery before commercial action
  - from: contract
    to: proposal
    when: commercial approval is reopened, scope changes, or proposal terms are superseded
  - from: delivery
    to: contract
    when: signature authority, legal terms, or kickoff authorization is reopened or superseded
  - from: customer_success
    to: delivery
    when: post-launch remediation, handoff correction, or support evidence requires delivery-owner action
  - from: customer_success
    to: proposal
    when: renewal, expansion, or change-order scope needs commercial approval

artifacts:
  - artifact_type: discovery_brief
    owner: agentic-discovery-skill
    version_policy: revise existing brief unless scope materially changes
  - artifact_type: proposal_or_sow
    owner: agentic-proposal-skill
    version_policy: revise, supersede, or fork for distinct scope/audience
  - artifact_type: contract_package
    owner: agentic-contract-skill
    version_policy: never invent legal or signature facts; supersede on approved term changes
  - artifact_type: delivery_record
    owner: agentic-delivery-skill
    version_policy: keep inside approved scope; open change track for new work
  - artifact_type: customer_success_record
    owner: agentic-customer-success-skill
    version_policy: append account health and commitments with decision evidence
  - artifact_type: invoice
    owner: agentic-invoice-skill
    version_policy: draft until billing approval is current
  - artifact_type: certificate
    owner: agentic-certificate-skill
    version_policy: generate only from verified recipient and training facts
  - artifact_type: case_study
    owner: agentic-case-study-skill
    version_policy: draft until public-proof approval and confidentiality review are current
  - artifact_type: email
    owner: agentic-email-skill
    version_policy: draft copy only; external send approval is separate
  - artifact_type: envelope
    owner: agentic-envelope-skill
    version_policy: package artifacts only; do not author business content
  - artifact_type: security_review
    owner: agentic-security-review-skill
    version_policy: use only for security-sensitive risk, permissions, credentials, launch, incidents, or confidentiality

specialist_owners:
  discovery: agentic-discovery-skill
  proposal: agentic-proposal-skill
  contract: agentic-contract-skill
  delivery: agentic-delivery-skill
  customer_success: agentic-customer-success-skill
  invoice: agentic-invoice-skill
  certificate: agentic-certificate-skill
  case_study: agentic-case-study-skill
  email: agentic-email-skill
  envelope: agentic-envelope-skill
  security_review: agentic-security-review-skill

gates:
  - gate_id: commercial
    owner: client commercial approver
    category: non_security
    applies_when: pricing, scope, assumptions, exclusions, acceptance criteria, or change order authorize work
  - gate_id: legal_or_contract
    owner: legal/signatory authority
    category: non_security
    applies_when: contract send, signature, legal commitment, or delivery start depends on legal authority
  - gate_id: billing
    owner: billing/accounting approver
    category: non_security
    applies_when: invoice issuance, payment request, credits, receipts, taxes, purchase orders, or payment instructions are involved
  - gate_id: recipient_or_external_send
    owner: sender/client contact authority
    category: non_security
    applies_when: email, envelope, attachment package, or external send is requested
  - gate_id: public_proof
    owner: client proof approver
    category: non_security
    applies_when: case study, named quote, testimonial, public reference, or proof reuse is requested
  - gate_id: client_authority
    owner: account sponsor or delegated owner
    category: non_security
    applies_when: stakeholder authority, owner, or decision source is unclear
  - gate_id: security
    owner: security reviewer
    category: security_sensitive
    applies_when: sensitive data, credentials, permissions, new tools, production impact, incidents, or confidentiality risk appear

approval_states:
  - unknown
  - draft
  - requested
  - partial
  - approved
  - rejected
  - expired
  - superseded
  - blocked
  - conditional

routing_rules:
  - id: use_adapter_first
    when: workflow_type is completetech_services or unspecified
    action: load this adapter as default
  - id: earliest_missing_artifact
    when: no explicit target is supplied
    action: route to earliest missing stage allowed by current dependencies
  - id: explicit_safe_target
    when: user requests a specific artifact and required inputs are present
    action: route to owning specialist
  - id: security_sensitive_triage
    when: sensitive data, credentials, new permissions, production impact, incidents, or confidentiality risk appear
    action: route to agentic-security-review-skill
  - id: non_security_gate
    when: commercial, legal, billing, send, public proof, or client authority is needed
    action: route to applicable owner or specialist, not security by default
  - id: scope_change
    when: delivery uncovers new scope or user requests out-of-scope work
    action: keep current delivery bounded and open proposal/change-order track
  - id: duplicate_artifact
    when: existing artifact serves the same purpose
    action: revise, supersede, fork, archive, or reference with rationale

recovery_actions:
  - id: targeted_questions
    applies_when: missing facts block safe action
    output: shortest question set needed to unblock the track
  - id: draft_only_output
    applies_when: downstream artifact is useful but not approved
    output: clearly marked draft with blockers and approvals required
  - id: fallback_owner
    applies_when: stakeholder unavailable
    output: suggested owner or `TBD` owner plus waiting decision
  - id: safe_partial_output
    applies_when: partial approval permits limited work
    output: artifact or handoff constrained to approved scope
  - id: rollback_or_hold
    applies_when: launch/external action is unsafe
    output: stop action, preserve state, name evidence required

required_fields:
  - client.legal_name
  - client.primary_contact_name
  - client.primary_contact_email
  - opportunity.repeated_workflow
  - opportunity.current_pain
  - opportunity.desired_outcome
  - discovery.workflow_inputs
  - discovery.workflow_outputs
  - discovery.approval_points
  - proposal.scope_summary
  - proposal.deliverables
  - proposal.total_fee
  - proposal.payment_terms
  - delivery.access_requirements

terminal_states:
  - id: closed
    allows_open_blockers: false
  - id: superseded
    allows_open_blockers: true
    requires_rationale: true
  - id: abandoned
    allows_open_blockers: true
    requires_rationale: true

validation_rules:
  - invalid_transition
  - missing_owner
  - orphaned_blocker
  - stale_approval
  - artifact_without_source_or_version
  - gate_bypassed_without_rationale
  - unresolved_conflict
  - terminal_state_with_open_blockers
  - external_action_without_approval_evidence