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feat: canonical loop definitions — Prompt 6
Signed-off-by: Todd Palmer <todd@betterdata.co>
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‎loops/crm/lead-qualification.yaml‎

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id: crm.lead_qualification
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version: 1.0.0
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domain: crm
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description: >
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Lead qualification from creation through SQL conversion.
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Tracks ICP assessment, outreach, and handoff to sales.
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states:
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- id: CREATED
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- id: ICP_ASSESSED
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- id: OUTREACH_SENT
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- id: MEETING_SCHEDULED
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- id: QUALIFIED
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isTerminal: true
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- id: DISQUALIFIED
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isTerminal: true
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initialState: CREATED
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transitions:
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- id: assess_icp
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from: CREATED
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to: ICP_ASSESSED
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allowedActors: [human, automation, ai-agent]
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- id: send_outreach
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from: ICP_ASSESSED
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to: OUTREACH_SENT
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allowedActors: [human, automation, ai-agent]
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- id: schedule_meeting
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from: OUTREACH_SENT
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to: MEETING_SCHEDULED
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allowedActors: [human, webhook]
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- id: qualify
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from: MEETING_SCHEDULED
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to: QUALIFIED
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allowedActors: [human]
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- id: disqualify_from_created
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from: CREATED
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to: DISQUALIFIED
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allowedActors: [human]
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- id: disqualify_from_icp
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from: ICP_ASSESSED
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to: DISQUALIFIED
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allowedActors: [human]
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- id: disqualify_from_outreach
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from: OUTREACH_SENT
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to: DISQUALIFIED
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allowedActors: [human]
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- id: disqualify_from_meeting
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from: MEETING_SCHEDULED
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to: DISQUALIFIED
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allowedActors: [human]
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outcome:
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id: lead_qualified
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description: Lead converted to SQL and handed to sales
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valueUnit: lead_qualified
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measurable: true
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businessMetrics:
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- id: qualification_cycle_time
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label: Lead qualification cycle time (days)
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unit: days
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improvableByAI: true
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- id: outreach_to_meeting_rate
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label: Outreach to meeting conversion rate
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unit: percentage
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improvableByAI: true

‎loops/erp/purchase-approval.yaml‎

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id: erp.purchase_approval
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version: 1.0.0
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domain: erp
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description: >
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Purchase approval workflow from request through approval, rejection, or cancellation.
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Supports policy guards for permissions and duplicate request checks.
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states:
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- id: REQUESTED
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- id: UNDER_REVIEW
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- id: APPROVED
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isTerminal: true
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- id: REJECTED
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isTerminal: true
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- id: CANCELLED
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isTerminal: true
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initialState: REQUESTED
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transitions:
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- id: submit_for_review
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from: REQUESTED
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to: UNDER_REVIEW
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allowedActors: [human, automation]
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guards:
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- id: duplicate_check_passed
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severity: hard
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evaluatedBy: runtime
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description: Duplicate purchase request check
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failureMessage: Duplicate purchase request detected
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- id: approve
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from: UNDER_REVIEW
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to: APPROVED
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allowedActors: [human]
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guards:
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- id: actor_has_permission
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severity: hard
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evaluatedBy: runtime
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description: Approver must have purchase approval permission
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failureMessage: Approver lacks required permission
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- id: reject
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from: UNDER_REVIEW
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to: REJECTED
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allowedActors: [human]
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- id: cancel
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from: REQUESTED
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to: CANCELLED
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allowedActors: [human]
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outcome:
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id: purchase_approved
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description: Purchase request processed to approved, rejected, or cancelled state
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valueUnit: purchase_approved
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measurable: true
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businessMetrics:
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- id: approval_turnaround_days
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label: Approval turnaround time in days
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unit: days
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improvableByAI: true
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- id: auto_approval_rate
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label: Automation-assisted approval rate
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unit: percentage
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improvableByAI: true

‎loops/finance/invoice-collection.yaml‎

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id: finance.invoice_collection
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version: 1.0.0
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domain: finance
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description: >
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Invoice collection process from issuance through collection or write-off.
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Tracks reminders, overdue handling, and escalation outcomes.
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states:
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- id: INVOICE_CREATED
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- id: PAYMENT_REQUESTED
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- id: OVERDUE
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- id: ESCALATED
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- id: COLLECTED
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isTerminal: true
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- id: WRITTEN_OFF
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isTerminal: true
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isError: true
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initialState: INVOICE_CREATED
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transitions:
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- id: request_payment
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from: INVOICE_CREATED
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to: PAYMENT_REQUESTED
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allowedActors: [automation, human]
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- id: mark_overdue
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from: PAYMENT_REQUESTED
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to: OVERDUE
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allowedActors: [automation, system]
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guards:
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- id: deadline_not_exceeded
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severity: soft
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evaluatedBy: external
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description: Grace window should be respected before marking overdue
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failureMessage: Grace window not yet exceeded
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- id: escalate_overdue
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from: OVERDUE
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to: ESCALATED
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allowedActors: [automation, human]
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guards:
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- id: actor_has_permission
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severity: hard
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evaluatedBy: runtime
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description: Escalation requires finance collections permission
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failureMessage: Missing escalation permission
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- id: collect_from_overdue
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from: OVERDUE
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to: COLLECTED
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allowedActors: [human, automation]
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- id: collect_from_escalated
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from: ESCALATED
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to: COLLECTED
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allowedActors: [human]
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- id: write_off
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from: ESCALATED
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to: WRITTEN_OFF
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allowedActors: [human]
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guards:
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- id: approval_obtained
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severity: hard
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evaluatedBy: external
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description: Write-off requires explicit approval
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failureMessage: Write-off approval missing
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outcome:
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id: invoice_collected
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description: Invoice either collected or closed via approved write-off
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valueUnit: invoice_collected
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measurable: true
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businessMetrics:
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- id: collection_cycle_time_days
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label: Collection cycle time in days
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unit: days
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improvableByAI: true
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- id: writeoff_rate
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label: Write-off rate
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unit: percentage
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improvableByAI: true

‎loops/scm/procurement.yaml‎

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id: scm.procurement
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version: 1.0.0
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domain: scm
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description: >
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Purchase order lifecycle from requisition through receipt and settlement.
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Tracks approval, supplier confirmation, receipt scheduling, and 3-way match.
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states:
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- id: OPEN
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- id: PO_CONFIRMED
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- id: RECEIPT_SCHEDULED
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- id: RECEIVED
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- id: INVOICE_MATCHED
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- id: SETTLED
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isTerminal: true
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- id: CANCELLED
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isTerminal: true
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isError: false
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- id: DISPUTED
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isError: true
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initialState: OPEN
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transitions:
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- id: confirm_po
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from: OPEN
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to: PO_CONFIRMED
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allowedActors: [human, automation, ai-agent]
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guards:
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- id: approval_obtained
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severity: hard
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evaluatedBy: external
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description: PO must be approved before confirmation
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failureMessage: PO confirmation requires explicit approval
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- id: actor_has_permission
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severity: hard
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evaluatedBy: runtime
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description: Actor must have purchase-order confirm permission
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failureMessage: Insufficient permissions to confirm PO
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- id: schedule_receipt
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from: PO_CONFIRMED
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to: RECEIPT_SCHEDULED
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allowedActors: [human, automation]
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guards:
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- id: deadline_not_exceeded
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severity: soft
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evaluatedBy: external
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description: Supplier delivery deadline check
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failureMessage: Delivery deadline approaching or exceeded
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- id: receive_goods
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from: RECEIPT_SCHEDULED
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to: RECEIVED
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allowedActors: [human]
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- id: match_invoice
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from: RECEIVED
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to: INVOICE_MATCHED
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allowedActors: [human, automation, ai-agent]
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guards:
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- id: approval_obtained
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severity: hard
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evaluatedBy: external
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description: Three-way match must be confirmed
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failureMessage: Invoice match requires 3-way match confirmation
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- id: settle
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from: INVOICE_MATCHED
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to: SETTLED
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allowedActors: [automation, system]
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- id: cancel
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from: OPEN
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to: CANCELLED
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allowedActors: [human]
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- id: dispute_from_received
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from: RECEIVED
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to: DISPUTED
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allowedActors: [human]
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- id: dispute_from_invoice_matched
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from: INVOICE_MATCHED
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to: DISPUTED
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allowedActors: [human]
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outcome:
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id: po_settled
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description: Purchase order fully settled with matched invoice and inventory updated
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valueUnit: po_settled
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measurable: true
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businessMetrics:
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- id: cycle_time_days
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label: PO cycle time (days)
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unit: days
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improvableByAI: true
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- id: three_way_match_first_attempt
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label: 3-way match on first attempt
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unit: boolean
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improvableByAI: false
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- id: supplier_lead_time_accuracy
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label: Supplier lead time accuracy
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unit: percentage
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improvableByAI: true
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spawnableLoops:
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- scm.replenishment

‎loops/scm/replenishment.yaml‎

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id: scm.replenishment
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version: 1.0.0
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domain: scm
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description: >
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Stock replenishment loop from low-stock signal through PO creation.
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Closes when replenishment is confirmed and a procurement loop is spawned.
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states:
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- id: SIGNAL_RECEIVED
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- id: THRESHOLD_ASSESSED
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- id: REPLENISHMENT_RECOMMENDED
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- id: PO_TRIGGERED
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isTerminal: true
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- id: DISMISSED
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isTerminal: true
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initialState: SIGNAL_RECEIVED
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transitions:
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- id: assess_threshold
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from: SIGNAL_RECEIVED
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to: THRESHOLD_ASSESSED
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allowedActors: [system, automation]
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- id: recommend_replenishment
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from: THRESHOLD_ASSESSED
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to: REPLENISHMENT_RECOMMENDED
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allowedActors: [system, automation, ai-agent]
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- id: trigger_po
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from: REPLENISHMENT_RECOMMENDED
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to: PO_TRIGGERED
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allowedActors: [human, automation, ai-agent]
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guards:
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- id: approval_obtained
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severity: hard
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evaluatedBy: external
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description: Replenishment must be approved before PO creation
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failureMessage: PO trigger requires approval
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- id: dismiss
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from: REPLENISHMENT_RECOMMENDED
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to: DISMISSED
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allowedActors: [human]
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outcome:
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id: replenishment_triggered
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description: Replenishment PO created and scm.procurement loop spawned
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valueUnit: replenishment_completed
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measurable: true
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businessMetrics:
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- id: signal_to_po_minutes
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label: Time from signal to PO trigger (minutes)
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unit: days
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improvableByAI: true
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- id: stockout_prevented
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label: Stockout prevented
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unit: boolean
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improvableByAI: true
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spawnableLoops:
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- scm.procurement

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