Goal Tracker

Derive goal state from execution, track progress, identify gaps, trigger actions.

Operating Model

Goals are the primary operating mode for LeanOS. Tracker maintains goal state.

PROACTIVE (primary):  Goal → Plan → Threads → Artifacts → Learning → Canvas
                                        ↑
                      goal-tracker derives state from here

Goal-tracker reads:

• Goal files (objectives, plans, success criteria)
• Threads (execution state, Stage 6 learning)
• Artifacts (deliverable verification)

Goal-tracker writes:

• Goal state section (metrics, trajectory, logs)
• Recommendations (gap-closing actions)

Type Signature

GoalTracker : Goal × Threads × Time → UpdatedGoal × [Action]

Where:
  Goal         : strategy/goals/active/{id}.md
  Threads      : threads/{type}/{name}/ (linked to goal)
  Time         : Current date for trajectory calculation
  UpdatedGoal  : Goal with refreshed State section
  Action       : Recommended or auto-executed intervention

When to Use

• Daily/periodic goal review
• After thread completion (update linked goal)
• User asks "How am I doing on {goal}?"
• Proactive gap detection
• Before planning sessions

Core Operations

1. State Derivation

State is computed, not manually tracked. Derive from execution:

For goal G:
  1. Find linked threads:
     - Scan G.Plan.Subgoals[*].Threads
     - Load each thread's current state

  2. Aggregate execution metrics:
     threads_active = count(thread.status == "active")
     threads_completed = count(thread.status == "completed")
     threads_blocked = count(thread.status == "blocked")

  3. Extract outcome metrics:
     For each completed thread:
       Read Stage 6 (Learning) outcomes
       Map to goal success criteria

  4. Calculate derived metrics:
     For each success criterion:
       current = sum/count from thread outcomes
       gap = target - current
       trend = compare to previous state (↑↓→)

2. Subgoal Status Update

For each subgoal SG:
  If SG.Threads is empty:
    status = "pending"
  Else if any(thread.status == "active"):
    status = "in_progress"
  Else if all(thread.status == "completed") AND SG.Success met:
    status = "completed"
  Else if any(thread.status == "blocked"):
    status = "blocked"

3. Milestone Check

For each milestone M:
  If M.criterion is satisfied:
    Mark [x] completed
    Log completion date

4. Trajectory Projection

Given:
  current = current metric value
  target = target metric value
  start_date = goal.created
  deadline = goal.deadline
  today = current date

Calculate:
  elapsed = today - start_date
  remaining = deadline - today
  progress_rate = (current - initial) / elapsed
  projected_final = current + (progress_rate × remaining)

Determine:
  on_track = projected_final >= target
  projected_completion = start_date + ((target - initial) / progress_rate)

Risk level:
  Low = on_track AND remaining > 30 days
  Medium = on_track AND remaining <= 30 days
  High = NOT on_track
  Critical = NOT on_track AND remaining <= 14 days

5. Gap Analysis

For each success criterion:
  gap = target - current
  gap_percent = gap / target × 100

  If gap_percent > 50%:
    Flag: "Significant gap on {criterion}"

  If trend == "↓" AND gap_percent > 20%:
    Flag: "Declining metric: {criterion}"

6. Action Generation

Based on gaps and autonomy mode:

If gap detected AND goal.autonomy allows:

  For autonomy == "auto":
    Create thread directly
    Log: "Auto-created thread {id} to address {gap}"

  For autonomy == "ask":
    Generate recommendation
    Present to user with options

  For autonomy == "hybrid":
    Calculate action impact
    If impact < 0.5: auto-create
    If impact >= 0.5: ask user

Action types: | Gap Type | Recommended Action | |----------|-------------------| | Pipeline gap | Create outbound campaign thread | | Conversion gap | Create optimization thread | | Content gap | Create content thread | | Technical gap | Create engineering thread | | Knowledge gap | Create learning thread |

Output

Updated Goal File

Update strategy/goals/active/{goal-id}.md:

## State

### Metrics
| Metric | Current | Target | Gap | Trend |
|--------|---------|--------|-----|-------|
| MRR | $12,500 | $50,000 | $37,500 | ↑ |
| Customers | 6 | 10 | 4 | ↑ |
| Pipeline | 12 | 20 | 8 | → |

### Execution
- **Active threads:** 3 (campaign-q1, sales-process, content-linkedin)
- **Completed threads:** 5
- **Blocked:** 1 (waiting on legal review)

### Trajectory
- **On track:** No
- **Projected completion:** 2025-07-15 (15 days late)
- **Risk level:** Medium

## Log
- {previous entries}
- {today}: State updated. MRR +$2,500. Pipeline stalled. Risk: Medium.

Progress Report (when requested)

# Goal Progress: {Goal Title}

**Status:** {On Track | At Risk | Off Track}
**Progress:** {X}% toward objective
**Time remaining:** {N} days

## Metrics Summary
{Table of current vs target}

## What's Working
- {Positive trend 1}
- {Positive trend 2}

## Gaps Identified
- {Gap 1}: {Current} vs {Target} ({gap%} behind)
- {Gap 2}: {description}

## Recommended Actions
1. {Action 1} - addresses {gap}
2. {Action 2} - addresses {gap}

## Subgoal Status
- [x] SG1: {completed}
- [→] SG2: {in progress}
- [ ] SG3: {pending}

## Next Milestone
{Milestone description} - due {date} ({N} days)

Workflows

Snapshot (On-Demand)

Trigger: User asks for status, or periodic review

1. Load all active goals
2. For each goal:
   a. Derive current state
   b. Check trajectory
   c. Identify gaps and risks
3. Generate snapshot report (see Output section)
4. Present recommendations
5. Execute auto actions if autonomy allows

No daily file generated. Snapshot is computed on-demand, not stored. Goals themselves are the persistent state - snapshot is a derived view.

Thread Completion (Reactive)

Trigger: Thread reaches Stage 6 (Learning)

1. Find goal linked to thread
2. Update subgoal status
3. Extract metrics from thread learning
4. Update goal state
5. Check if goal completed
6. If completed: move to strategy/goals/completed/

User Query

Trigger: User asks about goal progress

1. Load specified goal (or all if unspecified)
2. Derive current state
3. Generate progress report
4. Present with recommendations if gaps exist

Goal Completion

Trigger: All success criteria met

1. Mark goal status: completed
2. Update all subgoals: completed
3. Mark remaining milestones
4. Add completion log entry
5. Move file to strategy/goals/completed/
6. Generate completion summary
7. Identify follow-on goals if any

Integration

With goal-setter

• Tracker operates on goals created by setter
• Tracker may recommend goal refinement → triggers setter

With Threads (reasoning-causal)

• Threads execute goal subgoals via 6-stage causal flow
• Thread meta.json contains goal_id and subgoal reference
• Thread Stage 6 (Learning) notifies goal-tracker of completion
• Goal-tracker updates subgoal status and goal metrics
• Gap-closing actions create new goal-linked threads

With Canvas

• Goal completion may validate Canvas assumptions
• Recommend Canvas updates based on learnings

Autonomy Behavior

Auto Mode

Gap detected → Create thread → Execute → Log
No user interaction unless error

Ask Mode

Gap detected → Generate recommendation → Present options:
  [1] Create suggested thread
  [2] Modify recommendation
  [3] Ignore for now
  [4] Pause goal

Hybrid Mode

Gap detected → Calculate impact:
  - Cost of action
  - Time commitment
  - Risk level

Impact < 0.5 → Auto mode
Impact >= 0.5 → Ask mode

Constraints

Update Frequency

• State derivation: On-demand or daily
• Trajectory calculation: Weekly minimum
• Full review: Before any planning session

Data Freshness

• Thread data must be current (check updated timestamp)
• Stale data (>7 days) triggers warning

Must NOT

• Modify goal objective or success criteria (that's goal-setter)
• Create threads without checking autonomy
• Mark goal complete without all criteria verified
• Delete or abandon goals without user confirmation

Error Handling

No linked threads:

Warning: "Goal {id} has no execution threads.
         Subgoals defined but not activated.
         Recommend: Create initial threads for SG1."

Stale goal (no updates >14 days):

Warning: "Goal {id} has no activity for {N} days.
         Options: (1) Review and update, (2) Pause goal, (3) Abandon goal"

Conflicting metrics:

Warning: "Metric {name} has conflicting values from threads.
         Thread A: {value}, Thread B: {value}
         Using: {resolution strategy}"

Goal deadline passed:

Alert: "Goal {id} deadline was {date}.
        Status: {achieved | not achieved}
        Options: (1) Extend deadline, (2) Mark completed as-is, (3) Abandon"