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docs(ecosystem): track phase2 plan routine habit flow

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Saravana Achu Mac 2026-04-03 19:32:12 -07:00
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6
docs/ecosystem/ECOSYSTEM_EVENT_TAXONOMY.md
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@ -142,6 +142,11 @@ Rules:
- `routine.started`
- `routine.completed`
Current implementation note:
- Phase 2 reuses canonical `artifact.created` and `artifact.linked` with `artifactType` values `plan`, `routine`, and `habit`.
- Product-specific planning event names remain reserved for later when the ecosystem needs finer-grained plan lifecycle telemetry beyond the artifact seam.
### 5.5 Agent runtime events
- `agent.session.created`
@ -203,6 +208,7 @@ Commits:
- `41fa2cd` drafted the event taxonomy
- `76f1b47` added canonical Phase 1 event schemas and example payloads
- `5460662` extended canonical artifact payloads so Phase 2 can reuse `artifact.created` and `artifact.linked` for `plan`, `routine`, and `habit`
---

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docs/ecosystem/ECOSYSTEM_IMPLEMENTATION_TRACKER.md
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@ -127,14 +127,24 @@ Example:
- `learning_ai_notes` Phase 1 import path verified by Windsurf (`623d02c`): 13 focused tests, 3 schema conformance checks against `@bytelyst/events`, 106 total tests passing
- Codex completed a manual runtime walkthrough on `2026-04-03` using `/tmp/bytelyst-phase1-walkthrough.qzzwch`, which produced transcript, note, and memory artifacts plus canonical event indexes with the causal chain `capture.transcript.created -> artifact.created -> artifact.linked -> memory.entry.created`
- remaining known gap is local to `mindlyst-native/web`: package-local `npm run test:phase1` is still not self-sufficient in this clone even though the focused path is verified
- [ ] FlowMonk plan -> ChronoMind routine -> EffoRise habit
- [x] FlowMonk plan -> ChronoMind routine -> EffoRise habit
Repos:
- `learning_ai_flowmonk`
- `learning_ai_clock`
- `learning_ai_efforise`
- `learning_ai_common_plat`
Commits:
- pending
- `5460662`
- `59ab8b1`
- `fdd3743`
- `4975498`
- `pending current commit`
Status note:
- shared contract now supports first-class `plan`, `routine`, and `habit` artifacts
- FlowMonk exports a canonical plan artifact plus latest plan-created event index
- ChronoMind imports the latest plan into a routine artifact and preserves plan-created causation
- EffoRise imports the latest routine into a habit artifact and preserves routine-linked causation
- Codex completed a manual runtime walkthrough on `2026-04-03` using `/tmp/bytelyst-phase2-walkthrough.WpEjZu`, which produced the causal chain `evt_plan_created_b202f23f69a4 -> evt_routine_created_4c07d3fdcd07 -> evt_routine_linked_08b9db8a7013 -> evt_habit_created_f532f13332d1 -> evt_habit_linked_7be9a47928e3`
- [ ] Cowork -> ActionTrail -> NoteLett -> MindLyst audited artifact flow
Repos:
- `oss/learning_ai_claw-cowork`
@ -164,6 +174,7 @@ These should be resolved before claiming the ecosystem docs are fully implementa
Current implementation kickoff document:
- [`PHASE1_TRANSCRIPT_NOTE_MEMORY_EXECUTION_PLAN.md`](/Users/saravana/BytelystAI/learning_ai/learning_ai_common_plat/docs/ecosystem/PHASE1_TRANSCRIPT_NOTE_MEMORY_EXECUTION_PLAN.md)
- [`PHASE2_PLAN_ROUTINE_HABIT_EXECUTION_PLAN.md`](/Users/saravana/BytelystAI/learning_ai/learning_ai_common_plat/docs/ecosystem/PHASE2_PLAN_ROUTINE_HABIT_EXECUTION_PLAN.md)
Execution status:
@ -176,3 +187,5 @@ Execution status:
- Codex completed an end-to-end runtime walkthrough on `2026-04-03` rooted at `/tmp/bytelyst-phase1-walkthrough.qzzwch`; the persisted indexes show `evt_capture_e913dd681aba -> evt_note_created_cced1442727e -> evt_note_linked_c3d477dfd0c4 -> evt_memory_9a3ebd9c67ca`
- repo-local verification for MindLyst web Phase 1 path is functionally confirmed, but the package-local `npm run test:phase1` path is still not self-sufficient in this clone
- Windsurf verified the `learning_ai_notes` Phase 1 backend path with `cd backend && npx vitest run`; 22 files passed and 106 tests passed, including the focused ecosystem-phase1 coverage
- shared contract now also supports the Phase 2 `plan -> routine -> habit` seam through `artifact.created` and `artifact.linked`
- Phase 2 walkthrough is complete and tracked in [`PHASE2_PLAN_ROUTINE_HABIT_EXECUTION_PLAN.md`](/Users/saravana/BytelystAI/learning_ai/learning_ai_common_plat/docs/ecosystem/PHASE2_PLAN_ROUTINE_HABIT_EXECUTION_PLAN.md)

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docs/ecosystem/ECOSYSTEM_SHARED_ARTIFACT_SCHEMA.md
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@ -1,6 +1,6 @@
# Ecosystem Shared Artifact Schema
> **Status:** Phase 1 baseline implemented
> **Status:** Phase 2 baseline implemented
> **Owner:** `learning_ai_common_plat`
> **Purpose:** Define the canonical cross-product artifact model so notes, transcripts, plans, memories, trails, routes, and agent outputs can interoperate cleanly.
@ -153,6 +153,11 @@ Phase 1 adopters:
5. `learning_ai_trails`
6. `oss/learning_ai_claw-cowork`
Phase 2 adopters:
7. `learning_ai_clock`
8. `learning_ai_efforise`
---
## 7. Key Open Decisions
@ -178,12 +183,13 @@ Phase 1 adopters:
## 9. Implementation Checklist
- [x] finalize canonical envelope field names and required/optional splits
- [x] define first 5 artifact types in stable form
- [x] define first 8 artifact types in stable form
- [x] define link relation vocabulary
- [x] define provenance minimum payload
- [ ] define storage/binary attachment rules
- [ ] define migration strategy for first adopters
- [x] add examples for LysnrAI, NoteLett, and MindLyst
- [x] add contract-backed examples for FlowMonk, ChronoMind, and EffoRise
- [ ] add examples for Cowork and ActionTrail
Current implementation location:
@ -195,3 +201,4 @@ Commits:
- `eae3409` drafted the initial stub
- `76f1b47` added Phase 1 artifact schemas and canonical fixtures
- `5460662` added Phase 2 artifact schemas for `plan`, `routine`, and `habit`

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@ -0,0 +1,135 @@
# Phase 2 Execution Plan: Plan -> Routine -> Habit
> **Status:** Complete
> **Owner:** `learning_ai_common_plat`
> **Golden Flow:** FlowMonk plan -> ChronoMind routine -> EffoRise habit
> **Primary Lead:** Codex
---
## 1. Scope
This phase implements the second ecosystem handoff seam:
1. FlowMonk exports a canonical `plan` artifact
2. ChronoMind consumes that plan and creates a canonical `routine` artifact
3. EffoRise consumes that routine and creates a canonical `habit` artifact
4. the event lineage remains replayable through persisted latest-event indexes
This phase uses the same narrow, disk-backed proof strategy as Phase 1.
---
## 2. Repos In Scope
- [`learning_ai_common_plat`](/Users/saravana/BytelystAI/learning_ai/learning_ai_common_plat)
- [`learning_ai_flowmonk`](/Users/saravana/BytelystAI/learning_ai/learning_ai_flowmonk)
- [`learning_ai_clock`](/Users/saravana/BytelystAI/learning_ai/learning_ai_clock)
- [`learning_ai_efforise`](/Users/saravana/BytelystAI/learning_ai/learning_ai_efforise)
---
## 3. Contract Decisions
- `artifact.created` remains the canonical creation event for `plan`, `routine`, and `habit`
- `artifact.linked` remains the canonical linkage event for generated downstream artifacts
- `EcosystemArtifactTypeSchema` now includes `habit`
- link relations now include `generated-habit`
- no product-specific `plan.created` or `plan.habit.generated` event names were introduced in this phase
---
## 4. Implementation Summary
### 4.1 learning_ai_common_plat
- [x] extend shared artifact types for `plan`, `routine`, and `habit`
- [x] extend generic event payloads so `artifact.created` can carry the new artifact types
- [x] extend `artifact.linked` relation vocabulary for `generated-routine` and `generated-habit`
- [x] add contract tests covering the new artifact and event shapes
Commit:
- `5460662` `feat(events): add phase2 plan routine habit contracts`
### 4.2 learning_ai_flowmonk
- [x] add `backend/src/lib/ecosystem-phase2.ts`
- [x] build a canonical `plan` artifact from planning-export data
- [x] persist latest plan artifact + created-event indexes
- [x] add focused producer test
Commit:
- `59ab8b1` `feat(phase2): export flowmonk plan artifacts`
### 4.3 learning_ai_clock
- [x] add `backend/src/lib/ecosystem-phase2.ts`
- [x] import the latest `plan` artifact into a `routine`
- [x] persist latest routine artifact + created/linked-event indexes
- [x] preserve upstream plan-created causation
- [x] add focused consumer/producer test
Commit:
- `fdd3743` `feat(phase2): import chronomind routines from plans`
### 4.4 learning_ai_efforise
- [x] add `backend/src/lib/ecosystem-phase2.ts`
- [x] import the latest `routine` artifact into a `habit`
- [x] persist latest habit artifact + created/linked-event indexes
- [x] preserve upstream routine-linked causation
- [x] add focused consumer/producer test
Commit:
- `4975498` `feat(phase2): import efforise habits from routines`
---
## 5. Verification
### Shared contract
- [x] `pnpm exec vitest run src/ecosystem.test.ts`
Workdir:
`learning_ai_common_plat/packages/events`
Result:
`1` file passed, `5` tests passed.
### Repo-local focused tests
- [x] `node --experimental-strip-types --test backend/src/lib/ecosystem-phase2.test.ts`
Workdir:
`learning_ai_flowmonk`
Result:
`1` test passed.
- [x] `node --experimental-strip-types --test backend/src/lib/ecosystem-phase2.test.ts`
Workdir:
`learning_ai_clock`
Result:
`1` test passed.
- [x] `node --experimental-strip-types --test backend/src/lib/ecosystem-phase2.test.ts`
Workdir:
`learning_ai_efforise`
Result:
`1` test passed.
### Manual end-to-end walkthrough
- [x] manual walkthrough completed at `/tmp/bytelyst-phase2-walkthrough.WpEjZu`
- [x] persisted causal chain:
`evt_plan_created_b202f23f69a4 -> evt_routine_created_4c07d3fdcd07 -> evt_routine_linked_08b9db8a7013 -> evt_habit_created_f532f13332d1 -> evt_habit_linked_7be9a47928e3`
---
## 6. Closeout Decision
- `complete`
Phase 2 is complete as a contract-backed ecosystem handoff.
Future route/UI adoption can build on these modules, but the artifact/event seam itself is now implemented and verified.

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docs/ecosystem/README.md
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@ -26,6 +26,7 @@ Recommended structure:
- [`ECOSYSTEM_MARKETPLACE_UNIFICATION.md`](/Users/saravana/BytelystAI/learning_ai/learning_ai_common_plat/docs/ecosystem/ECOSYSTEM_MARKETPLACE_UNIFICATION.md) — shared marketplace model
- [`ECOSYSTEM_PERSONAL_TIMELINE_PRD.md`](/Users/saravana/BytelystAI/learning_ai/learning_ai_common_plat/docs/ecosystem/ECOSYSTEM_PERSONAL_TIMELINE_PRD.md) — unified user activity stream
- [`PHASE1_TRANSCRIPT_NOTE_MEMORY_EXECUTION_PLAN.md`](/Users/saravana/BytelystAI/learning_ai/learning_ai_common_plat/docs/ecosystem/PHASE1_TRANSCRIPT_NOTE_MEMORY_EXECUTION_PLAN.md) — execution-ready plan for the first golden flow
- [`PHASE2_PLAN_ROUTINE_HABIT_EXECUTION_PLAN.md`](/Users/saravana/BytelystAI/learning_ai/learning_ai_common_plat/docs/ecosystem/PHASE2_PLAN_ROUTINE_HABIT_EXECUTION_PLAN.md) — execution-ready plan for the second golden flow
- [`delegation/`](/Users/saravana/BytelystAI/learning_ai/learning_ai_common_plat/docs/ecosystem/delegation) — ready-to-send task packs and launcher lines for Saravana, Codex, Windsurf, and Cursor
- [`adoption/`](/Users/saravana/BytelystAI/learning_ai/learning_ai_common_plat/docs/ecosystem/adoption) — per-product adoption notes
@ -48,4 +49,4 @@ Tracking convention:
Current implementation package:
- [`packages/events`](/Users/saravana/BytelystAI/learning_ai/learning_ai_common_plat/packages/events) holds the first concrete ecosystem contract code and canonical Phase 1 fixtures.
- [`packages/events`](/Users/saravana/BytelystAI/learning_ai/learning_ai_common_plat/packages/events) holds the first concrete ecosystem contract code and now covers both the Phase 1 and Phase 2 artifact/event seams.

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docs/ecosystem/adoption/README.md
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@ -17,6 +17,9 @@ Current docs:
- [`learning_voice_ai_agent.md`](/Users/saravana/BytelystAI/learning_ai/learning_ai_common_plat/docs/ecosystem/adoption/learning_voice_ai_agent.md)
- [`learning_ai_notes.md`](/Users/saravana/BytelystAI/learning_ai/learning_ai_common_plat/docs/ecosystem/adoption/learning_ai_notes.md)
- [`learning_multimodal_memory_agents.md`](/Users/saravana/BytelystAI/learning_ai/learning_ai_common_plat/docs/ecosystem/adoption/learning_multimodal_memory_agents.md)
- [`learning_ai_flowmonk.md`](/Users/saravana/BytelystAI/learning_ai/learning_ai_common_plat/docs/ecosystem/adoption/learning_ai_flowmonk.md)
- [`learning_ai_clock.md`](/Users/saravana/BytelystAI/learning_ai/learning_ai_common_plat/docs/ecosystem/adoption/learning_ai_clock.md)
- [`learning_ai_efforise.md`](/Users/saravana/BytelystAI/learning_ai/learning_ai_common_plat/docs/ecosystem/adoption/learning_ai_efforise.md)
Each adoption doc should cover:

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@ -0,0 +1,24 @@
# Adoption: learning_ai_clock
> **Status:** Phase 2 baseline implemented
> **Owner:** `learning_ai_clock`
> **Ecosystem focus:** plan -> routine -> habit golden flow
---
## Goals
- consume canonical `plan` artifacts from FlowMonk
- emit canonical `routine` artifacts
- preserve upstream causation into routine-created and routine-linked events
## Checklist
- [x] load the latest plan artifact and plan-created event
- [x] derive a ChronoMind routine from the shared plan payload
- [x] emit `artifact.created` and `artifact.linked` for the routine artifact
- [x] persist latest routine indexes for downstream EffoRise consumers
Commits:
- `fdd3743` implemented the Phase 2 consumer/producer path

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@ -0,0 +1,24 @@
# Adoption: learning_ai_efforise
> **Status:** Phase 2 baseline implemented
> **Owner:** `learning_ai_efforise`
> **Ecosystem focus:** plan -> routine -> habit golden flow
---
## Goals
- consume canonical `routine` artifacts from ChronoMind
- emit canonical `habit` artifacts
- preserve upstream causation into habit-created and habit-linked events
## Checklist
- [x] load the latest routine artifact and routine-linked event
- [x] derive an EffoRise habit from the shared routine payload
- [x] emit `artifact.created` and `artifact.linked` for the habit artifact
- [x] persist latest habit indexes for downstream consumers
Commits:
- `4975498` implemented the Phase 2 consumer/producer path

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@ -0,0 +1,24 @@
# Adoption: learning_ai_flowmonk
> **Status:** Phase 2 baseline implemented
> **Owner:** `learning_ai_flowmonk`
> **Ecosystem focus:** plan -> routine -> habit golden flow
---
## Goals
- emit canonical `plan` artifacts from planning-export data
- emit canonical `artifact.created` events for plans
- provide enough lineage for ChronoMind and EffoRise consumers
## Checklist
- [x] map planning export output into the shared plan artifact schema
- [x] emit `artifact.created` for the plan artifact
- [x] include correlation/session IDs for downstream linking
- [x] persist latest plan indexes for downstream consumers
Commits:
- `59ab8b1` implemented the Phase 2 producer path