Eskalation, Konflikt und Beschluss als eigene Vorgaenge (#689, Stufe 1+2)

- Cases/Decisions in der Instanz-DB; CaseDesk fuehrt die Regeln, der Brett-Task traegt den Vorgang zum jeweiligen Halter - Eskalation nur nach oben, eine Ebene je Schritt; die Leitung entscheidet (mit Begruendung, bindet ihren Bereich), erledigt selbst oder reicht mit Einschaetzung weiter - Erst nachsehen: bindende Beschluesse werden vor dem Eskalieren gezeigt; dieselbe Frage aus derselben Einheit schliesst sich dem offenen Vorgang an - Tagesdeckel je Einheit; nach der Frist wird ein Mensch gerufen (Anschluss fuer #644) - Konflikt: zuerst die Gegenseite, dann Zustellung an die niedrigste gemeinsame Leitung; Ebenen dazwischen vermerkt, nicht befragt - Fremdinhalt-Stufe (#715): Eskalation ohne eigenen Text, kein Konflikt mit Position - Jede Ebene haengt an (#697), beim Halter gerahmt als Daten - Escalation ist ein implizites Werkzeug jedes Agenten; Briefing nennt den Weg - Scanner behaelt einen im Lauf gesetzten Status blockiert/abgebrochen Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-09-25 09:46:20 +02:00
parent c03664cf29
commit 36fe1ad2aa
19 changed files with 1878 additions and 7 deletions
@@ -0,0 +1,144 @@
+using ClawdDotNet.Core.Organisation;
+using ClawdDotNet.Core.Tasks;
+
+namespace ClawdDotNet.Core.Cases;
+
+/// <summary>Where a conflict goes: who decides, who is told, or why it is no conflict at all.</summary>
+public sealed record ConflictRoute(string Decider, IReadOnlyList<string> Informed, string? Refusal)
+{
+    public bool DecidedByHuman => string.IsNullOrWhiteSpace(Decider);
+}
+
+/// <summary>
+/// #689: The rules of escalation, conflict and decision — all of them read off the tree, none
+/// of them configured (Organisation-Konzept, section 5). Pure, so each rule can be tested on an
+/// organisation chart alone.
+/// </summary>
+public static class CaseRules
+{
+    /// <summary>The human, as a holder or a decider.</summary>
+    public const string Human = "";
+
+    /// <summary>
+    /// Who an escalation goes to next: the agent's own lead — never sideways, never past a level.
+    /// Without a lead above, a human.
+    /// </summary>
+    public static string NextHolder(OrgChart? org, string agentId)
+        => org?.EffectiveLeaderOf(agentId)?.AgentId ?? Human;
+
+    /// <summary>
+    /// A conflict is decided at the lowest place above both sides. It is delivered there
+    /// directly — the levels in between cannot decide it and are told, not asked.
+    /// </summary>
+    public static ConflictRoute RouteConflict(OrgChart? org, string a, string b)
+    {
+        if (string.Equals(a, b, StringComparison.OrdinalIgnoreCase))
+            return new ConflictRoute(Human, [], "A conflict needs two sides.");
+        if (org is not { HasUnits: true })
+            return new ConflictRoute(Human, [], null);
+
+        if (ReportingLine.IsAbove(org, b, a))
+            return new ConflictRoute(Human, [], $"'{a}' stands above '{b}' and can decide this itself — that is no conflict.");
+        if (ReportingLine.IsAbove(org, a, b))
+            return new ConflictRoute(Human, [], $"'{b}' stands above '{a}' and decides this — escalate to it instead.");
+
+        var pathA = PathUp(org, a);
+        var pathB = PathUp(org, b);
+        var commonIndex = pathA.FindIndex(u => pathB.Contains(u, StringComparer.OrdinalIgnoreCase));
+
+        var decider = Human;
+        if (commonIndex >= 0)
+        {
+            for (var i = commonIndex; i < pathA.Count; i++)
+            {
+                if (org.LeaderOf(pathA[i]) is { } lead
+                    && !string.Equals(lead.AgentId, a, StringComparison.OrdinalIgnoreCase)
+                    && !string.Equals(lead.AgentId, b, StringComparison.OrdinalIgnoreCase))
+                {
+                    decider = lead.AgentId;
+                    break;
+                }
+            }
+        }
+
+        // The leads between each side and the common place: concerned, told, not asked.
+        var informed = new List<string>();
+        void Between(List<string> path, int stopAt)
+        {
+            for (var i = 0; i < stopAt && i < path.Count; i++)
+                if (org.LeaderOf(path[i]) is { } lead
+                    && !string.Equals(lead.AgentId, a, StringComparison.OrdinalIgnoreCase)
+                    && !string.Equals(lead.AgentId, b, StringComparison.OrdinalIgnoreCase)
+                    && !string.Equals(lead.AgentId, decider, StringComparison.OrdinalIgnoreCase)
+                    && !informed.Contains(lead.AgentId, StringComparer.OrdinalIgnoreCase))
+                    informed.Add(lead.AgentId);
+        }
+
+        var common = commonIndex >= 0 ? pathA[commonIndex] : null;
+        Between(pathA, common is null ? pathA.Count : commonIndex);
+        Between(pathB, common is null ? pathB.Count : pathB.FindIndex(u => string.Equals(u, common, StringComparison.OrdinalIgnoreCase)));
+
+        return new ConflictRoute(decider, informed, null);
+    }
+
+    /// <summary>The unit of the agent and all units above it, nearest first.</summary>
+    private static List<string> PathUp(OrgChart org, string agentId)
+        => org.UnitOf(agentId) is { } unit
+            ? [unit.Id, .. org.Ancestors(unit.Id).Select(u => u.Id)]
+            : [];
+
+    /// <summary>
+    /// How far a decision reaches: the unit the deciding lead leads, with everything below it.
+    /// A human decides for the whole instance.
+    /// </summary>
+    public static string? ScopeOf(OrgChart? org, string decider)
+    {
+        if (string.IsNullOrWhiteSpace(decider) || org is not { HasUnits: true })
+            return null;
+        return org.LedBy(decider)?.Id ?? org.UnitOf(decider)?.Id;
+    }
+
+    /// <summary>Whether a decision binds the agent: it is in the decision's unit or below it.</summary>
+    public static bool Binds(OrgChart? org, Decision decision, string agentId)
+    {
+        if (decision.ScopeUnitId is null)
+            return true;
+        if (org is null)
+            return false;
+        return PathUp(org, agentId).Contains(decision.ScopeUnitId, StringComparer.OrdinalIgnoreCase);
+    }
+
+    /// <summary>
+    /// Decisions that answer the question, closest first. Deliberately shallow, like the
+    /// duplicate check of the board (#674): the subject compared as a title, or at least two
+    /// telling words shared with subject and question.
+    /// </summary>
+    public static IReadOnlyList<Decision> Find(IEnumerable<Decision> decisions, string subject, string? question = null)
+    {
+        var wanted = Words(subject + " " + question);
+        return decisions
+            .Select(d => (Decision: d, Score: Score(d, subject, wanted)))
+            .Where(x => x.Score > 0)
+            .OrderByDescending(x => x.Score)
+            .ThenByDescending(x => x.Decision.DecidedAt)
+            .Select(x => x.Decision)
+            .ToList();
+    }
+
+    private static int Score(Decision decision, string subject, HashSet<string> wanted)
+    {
+        var match = TaskSimilarity.Compare(decision.Subject, subject);
+        if (match == TaskTitleMatch.Duplicate) return 100;
+        if (match == TaskTitleMatch.Similar) return 50;
+
+        var shared = Words(decision.Subject + " " + decision.Question).Count(wanted.Contains);
+        return shared >= 2 ? shared : 0;
+    }
+
+    /// <summary>The words worth comparing: normalised, four letters or more.</summary>
+    private static HashSet<string> Words(string text)
+        => TaskSimilarity.Normalize(text)
+            .Split(' ', StringSplitOptions.RemoveEmptyEntries)
+            .Where(w => w.Length >= 4)
+            .ToHashSet(StringComparer.Ordinal);
+}