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Publish Customer Management v0.2.0: selected-sources-only agent template - #96

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rob-archastro merged 2 commits into
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publish/customer-management-v0.2.0
Aug 14, 2026
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Publish Customer Management v0.2.0: selected-sources-only agent template#96
rob-archastro merged 2 commits into
mainfrom
publish/customer-management-v0.2.0

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@rob-archastro rob-archastro commented Aug 14, 2026

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Problem and author intent

This is R2 of the #9448 PR-1 rollout (tracked on firstlanding ArchAstro/firstlanding#10000): the prod catalog's Customer Management bundle predates firstlanding ArchAstro/firstlanding#10014, so every fresh catalog install still provisions per-customer agents with the broad scope: ["agent", "org"] knowledge grant. This republish makes new installs provision selected-sources-only agents.

What changed

  • solutions/customer-management/agents/customer-management.yaml — synced byte-for-byte with the firstlanding sample as merged in ArchAstro/firstlanding#10014: knowledge_search becomes scope: [] + source_refs: [customer-public-docs], and a web/site installation with install_key: customer-public-docs (docs.archagents.com, max 100 pages) backs that ref. Each stamped customer gets its own copy of the source and no broad corpus.
  • solution.yamlsolution_version v0.1.0 → v0.2.0.
  • samples.jsoncurrent_version v0.1.0 → v0.2.0 (this line is what the release pipeline keys on).

Nothing else in the bundle differs from what is already published.

Publish gate (why this is safe to merge now)

Pre-#10014 platform code rejects scope: [] at provisioning. Production was promoted 2026-08-14T00:23Z with the accepting code (image 20260813T224131Z-gb27701836d7a, contains ArchAstro/firstlanding#10014 and ArchAstro/firstlanding#10066), so the gate is satisfied — merging this now cannot produce failed installs.

Scope / risk

Catalog-content only; no code. Low risk, new installs only — existing installs and already-stamped customer agents are untouched (the existing live install is the separate R3, firstlanding ArchAstro/firstlanding#10053).

Acceptance test (R2's verification, after the pipeline publishes)

One fresh install of the Customer Management solution from the prod catalog, then inspect the provisioned agent: its knowledge_search tool must be scope: [] with a per-customer source_ids entry resolving to that install's own customer-public-docs source — not ["agent", "org"]. This mirrors the canonical proof in firstlanding (customer_management_solution_install_test.exs), now against the real published artifact.

🤖 Generated with Claude Code

rob-archastro and others added 2 commits August 14, 2026 10:48
Syncs the bundle with firstlanding #10014 (merged 2026-08-13): the per-customer
agent's knowledge_search moves from scope ["agent", "org"] to scope [] with an
explicit customer-public-docs source_ref, backed by a new web/site installation
carrying that install_key. Each stamped customer gets its own selected source
copy and no broad corpus grant.

Publish gate: production was promoted 2026-08-14T00:23Z with the platform code
that accepts this shape (pre-#10014 code rejects scope []), so this is safe to
release now. Acceptance: one fresh catalog install must provision an agent whose
knowledge tool is scope [] + a per-customer source (firstlanding #10000, R2).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
All three CI failures shared this root cause: sample.yaml is the release
version the automation cuts tarballs from, and it must match solution.yaml's
solution_version. samples.json is generated (archastro create solutionmanifest)
and now verifies drift-clean against the bumped source.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
@rob-archastro
rob-archastro merged commit 01213e2 into main Aug 14, 2026
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