Recovery Strategy

Recovery Strategy

Applies config/recovery-matrix.yaml to the normalized cohort from recovery-cohort-builder. Evaluates the lost_opportunity_matrix for lost-opportunity records and the abandoned_cart_matrix for abandoned-cart records. No API calls — pure YAML rule evaluation.

Output: recommendation object appended per row

{
  "action": "email_with_discount",
  "params": { "discount_percent": 20, "coupon_duration_months": 3, "expiry_hours": 48 },
  "rationale": "High-value lead cooling off — 20% welcome-back discount with a 48-hour urgency window",
  "rule_index": 1,
  "value_tier": "high",
  "recency_tier": "recent"
}

Supported actions: human_outreach, email_with_discount, email_reminder, email_sequence, accept.

Workflow

1. Run the matrix script:

python <skill-path>/scripts/apply_recovery_matrix.py \
    --cohort    <workspace>/recovery-runs/<DATE>/cohort-raw.json \
    --matrix    <workspace>/config/recovery-matrix.yaml \
    --output    <workspace>/recovery-runs/<DATE>/cohort-recommendations.json

Script logic: buckets lost_value into value tiers and days_since_event into recency tiers from the YAML, then walks the appropriate matrix (lost_opportunity or abandoned_cart) top-to-bottom — first matching rule wins. An empty match: {} is a catch-all; every matrix ends with one.

2. Inspect the summary output for:

• Spike in human_outreach with priority: urgent → correct and expected for fresh high-value records.
• Any rule_index: -1 rows → no catch-all in the YAML; stop and alert the user to fix the matrix.
• Records where value_tier or recency_tier is null → upstream normalization issue; review the cohort.

3. Show the user an action-count summary and a top-10 preview table sorted by lost_value DESC:

Confirm the output path before proceeding to the report.

Edge cases

• Missing lost_value → script defaults to 0, buckets as low; catch-all handles it.
• Missing days_since_event → script defaults to recency: recent (conservative middle bucket).
• Unknown action name in YAML → passed through unchanged; orchestrator surfaces it.
• No catch-all rule → script emits rule_index: -1; flag and stop — matrix must be fixed.
• Mixed currencies → script ignores currency when bucketing; flag if multiple currencies detected.