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Monthly margin review risk 3 · mediumScheduled cyclereflexion on

workflow_type: monthly_margin_review · owner: — · contract v2

First of every month: margin analysis per customer/brand/category. Flag compression vs trailing 3-month avg. Stage propose_price_change for outliers; deliver exec summary.

0 · Visual flow archify workflow graph (6 lanes: trigger → context → HITL → fan-out → post → verify)

Workflow flow
01 / Trigger 02 / Context + preconditions 03 / HITL gate (Mike approves) 04 / Fan-out cascade 05 / Post actions (log_run + reflexion + events) 06 / Verify (SQL / R2 / HTTP checks) How this workflow gets kicked off. Could be a chat-tool invocation, a cron tick, an inbound event (e.g. price.changed), or Mike clicking 'execute' from an admin page. TRIGGER kind: cron cron: 0 7 1 * * tz: America/New_York invoker: Mike (single-admin) risk_level: 3i Manual Mike invokes risk 3 Before deciding anything, pull related data from D1 (the local mirror of NetSuite). Each query loads a slice of the entity's current state so the AI and Mike can review before any writes happen. LOAD CONTEXT (D1 queries before fan-out) last_month_margins: SELECT customer_id, brand, category, AVG(margin_pct) AS avg_margin FROM v_prici… trailing_3mo: SELECT customer_id, brand, category, AVG(margin_pct) AS avg_margin FROM v_prici…i Load context 2 D1 queries Safety checks that must pass before any writes. 'block' severity halts the run; 'warn' surfaces a warning but continues. Without these, a bad input could cascade into NetSuite. PRECONDITIONS (checked before fan-out) [warn] pricing_data_fresh: MAX(pricing_master.updated_at) > now - 7 daysi Preconditions 1 check The HITL (Human-In-The-Loop) gate. The workflow stages a proposed_action and waits for Mike to approve in /proposed-actions.html. Only fires when risk_level >= 3. This is the invariant: no NS write happens without Mike's go-ahead. HITL GATE (Mike approves before fan-out) action_type: workflow_monthly_margin_review entity_ref: workflow:monthly_margin_review:run_<run_id> approver: mike (single-admin) risk_gate: >= 3 (this workflow = 3) approval window: typical <= 60 min envelope: proposed_actions row staged by runneri Mike approves stage_proposed_action risk ≥ 3 gate Queue a write for Mike's HITL approval - staged in the proposed_actions table with status='pending'. Doesn't touch NetSuite directly. Real implementation. FAN-OUT #draft_price_proposals -> proposed_actions kind: stage_proposed_action action_type: propose_margin_target_pricing status: REAL (src/lib/workflow_runner.ts)i draft_price_proposals stage_proposed_action REAL Fire an HTTP request to another endpoint (often a self-fetch to /api/). STUB today - runner doesn't yet make the call. FAN-OUT #render_exec_summary -> HTTP POST /api/digest/email-now kind: http_call status: REAL (src/lib/workflow_runner.ts)i render_exec_summary http_call STUB Draft an email and stage it as a proposed_action for Mike's review. The email is NOT sent - only drafted + queued. STUB today. FAN-OUT #deliver -> email draft kind: hitl_email_draft tool: propose_email_to_customer status: STUB (src/lib/workflow_runner.ts)i deliver hitl_email_draft STUB Always-runs at the end of every workflow execution: writes a row to workflow_run_log with status, duration, step counts, and errors. Real implementation. POST ACTION: log_run -> D1: workflow_run_log fields: run_id, workflow_type, status, started_at, completed_at, summary_json source: runner automatic (always)i log_run workflow_run_log REAL Writes an entry to reflexion_log so the AI 'remembers' what happened. Only fires if the contract has reflexion_enabled=1. Future workflows can search this log for prior context. Real implementation. POST ACTION: reflexion -> D1: reflexion_log tags: monthly_margin_review reflexion_enabled: True fields: run_id, narrative, tags source: runner automatic (when reflexion_enabled=1)i reflexion reflexion_log REAL Fires a workflow.completed / workflow.partial / workflow.failed event into the event ledger so downstream subscriptions can react. Uses an idempotency_key so producer retries collapse. Real implementation (R564). POST ACTION: event -> Event ledger (recordEvent) types: workflow.completed | workflow.partial | workflow.failed idempotency_key per run_id source: runner automatici event workflow.completed REAL A post-execution sanity check. The runner stages this with status='pending'; the verify-scheduler cron (every :08 and :38 hourly) wakes up after the configured window (e.g. +24h) and executes the sql_check, then flips status to pass/fail/timeout. Real implementation (R564). VERIFY: proposals_staged window: 30s sql_check: SELECT COUNT(*) FROM proposed_actions WHERE action_type='propose_margin_target_… scheduler: verify cron @ :08/:38 (R563) result row: workflow_verify_resultsi proposals_staged ≤60m Legend User UI Agent logic Policy Tool action Context / trace
Open standalone archify diagram (export PNG / SVG) →

1 · Trigger FIRES WHEN…

kind
cron
schedule (cron)
0 7 1 * *
timezone
America/New_York

2 · Inputs required

namerequiredtype / hint
compression_threshold_ppoptional—
exclude_customers[]optional—

3 · Context loaded D1 queries run before fan-out

name
last_month_margins
tables
v_pricing_with_brand
SELECT
  customer_id, brand, category, AVG(margin_pct) AS avg_margin
  FROM v_pricing_with_brand
  WHERE last_invoice_month = strftime('%Y-%m', date('now','-1 month'))
  GROUP BY customer_id, brand, category
name
trailing_3mo
tables
v_pricing_with_brand
SELECT
  customer_id, brand, category, AVG(margin_pct) AS avg_margin
  FROM v_pricing_with_brand
  WHERE last_invoice_month >= strftime('%Y-%m', date('now','-4 months'))
  AND last_invoice_month < strftime('%Y-%m', date('now','-1 month'))
  GROUP BY customer_id, brand, category

4 · Preconditions checked before any fan-out

checkruleseverity
pricing_data_freshMAX(pricing_master.updated_at) > now - 7 dayswarn

5 · HITL gate

Risk level 3 ≥ 3 — runner stages a proposed_actions row before fan-out runs. Mike must approve in proposed-actions.html before any side-effect step executes (real or stub).

action_type
workflow_monthly_margin_review (proposal envelope)
entity_ref
workflow:monthly_margin_review:run_<run_id>
approver
mike (single-admin)

6 · Fan-out targets 3 total · 1 real · 2 stub

#1draft_price_proposals stage_proposed_action REAL

action_type
propose_margin_target_pricing

#2render_exec_summary http_call STUB

method
POST
path
/api/digest/email-now
payload
monthly_margin_summary
stub — not yet implemented in src/lib/workflow_runner.ts (kind http_call hits the placeholder branch at line ~340 and emits step status 'stub'). Documented intent only.

#3deliver hitl_email_draft STUB

tool
propose_email_to_customer
target
mike
stub — not yet implemented in src/lib/workflow_runner.ts (kind hitl_email_draft hits the placeholder branch at line ~340 and emits step status 'stub'). Documented intent only.

7 · Post actions declared + runner-automatic

idactionsource
runner_log_runINSERT into workflow_run_log (run_id, workflow_type, status, started_at, completed_at, summary_json)runner automatic
runner_reflexionINSERT into reflexion_log (tags=monthly_margin_review, run_id, narrative)runner automatic (reflexion_enabled=1)
log_runINSERT workflow_runsdeclared in contract
reflexionINSERT reflexion_log with tags=monthly_margin_reviewdeclared in contract

8 · Verify checks written to workflow_verify_results (pending — verify cron not yet wired)

name
proposals_staged
SELECT
  COUNT(*)
  FROM proposed_actions
  WHERE action_type='propose_margin_target_pricing'
  AND proposed_at > ?

9 · Retry policy

max_attempts
2
backoff
linear
base_ms
5000
alert_on_final_failure
true

10 · What changes when this workflow runs aggregated side effects

systemtable / resourceactionstatussource
D1proposed_actionsINSERT (action_type=propose_margin_target_pricing, entity_type=workflow_run)REALfan-out #1 (draft_price_proposals)
D1workflow_run_logINSERT (run summary)REALrunner automatic
D1reflexion_logINSERT (tags=monthly_margin_review)REALrunner automatic
Eventworkflow.completed (or workflow.failed)fireREALrunner automatic
D1workflow_verify_resultsINSERT pending × 1REALrunner verify staging
D1proposed_actionsINSERT (HITL gate envelope)REALrunner HITL gate
Worker HTTPPOST /api/digest/email-nowinvokeSTUBfan-out #2 (render_exec_summary)
D1proposed_actionsINSERT (email draft via propose_email_to_customer)STUBfan-out #3 (deliver)