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>
This commit is contained in:
co-authored by
Claude Opus 5.5
parent
c03664cf29
commit
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using ClawdDotNet.Core.Cases;
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using ClawdDotNet.Core.Config;
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using ClawdDotNet.Core.Organisation;
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using ClawdDotNet.Core.Storage;
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using ClawdDotNet.Core.Tasks;
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using ClawdDotNet.Core.Tests.Infrastructure;
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using Microsoft.Extensions.Logging.Abstractions;
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using Shouldly;
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namespace ClawdDotNet.Core.Tests.Cases;
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/// <summary>
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/// #689: Escalation, conflict and decision as cases of their own — only up, delivered where
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/// the tree says, looked up before asking again, and never left unsolved.
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/// </summary>
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public sealed class CaseDeskTests : IDisposable
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{
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private readonly string _directory = Path.Combine(Path.GetTempPath(), "clawd-tests", "cases-" + Guid.NewGuid().ToString("N")[..8]);
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private readonly SqliteTaskRepository _tasks;
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private readonly SqliteCaseRepository _cases;
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private readonly TaskboardService _board;
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private readonly FakeTimeProvider _clock = new(new DateTimeOffset(2027, 3, 10, 12, 0, 0, TimeSpan.Zero));
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private readonly CaseSettings _settings = new() { DeadlineHours = 4, EscalationsPerUnitPerDay = 10 };
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private readonly List<CaseRecord> _called = [];
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private readonly CaseDesk _desk;
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private static readonly AgentTrust ReadsWeb = new(TrustTier.ReadsForeignContent, ["WebFetch"]);
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/// <summary>purchasing (buy-lead) › team-a (a-lead; buyer-a, buyer-c), team-b (b-lead; buyer-b).</summary>
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private readonly OrgChart _org = new(
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[
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new UnitConfig { Id = "purchasing", Name = "Purchasing", LeaderAgentId = "buy-lead" },
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new UnitConfig { Id = "team-a", Name = "Team A", ParentId = "purchasing", LeaderAgentId = "a-lead" },
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new UnitConfig { Id = "team-b", Name = "Team B", ParentId = "purchasing", LeaderAgentId = "b-lead" }
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],
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[
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new AgentConfig { AgentId = "buy-lead", UnitId = "purchasing" },
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new AgentConfig { AgentId = "a-lead", UnitId = "team-a" },
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new AgentConfig { AgentId = "buyer-a", UnitId = "team-a" },
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new AgentConfig { AgentId = "buyer-c", UnitId = "team-a" },
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new AgentConfig { AgentId = "b-lead", UnitId = "team-b" },
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new AgentConfig { AgentId = "buyer-b", UnitId = "team-b" }
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]);
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public CaseDeskTests()
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{
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var storage = new SqliteStorage(Path.Combine(_directory, "state.db"));
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_tasks = new SqliteTaskRepository(storage);
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_cases = new SqliteCaseRepository(storage);
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_board = new TaskboardService(_tasks, Path.Combine(_directory, "tasks"));
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_desk = new CaseDesk(_cases, _board, () => _org, () => _settings, NullLogger.Instance, _clock,
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(record, _) => { _called.Add(record); return Task.CompletedTask; });
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}
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public void Dispose()
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{
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SqliteStorage.ReleasePooledConnections(_directory);
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try { Directory.Delete(_directory, recursive: true); }
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catch { /* cleaning up is secondary */ }
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}
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private Task<TaskItem> Stuck(string agent, string id = "t-1")
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=> _board.CreateAsync(new TaskItem { Id = id, Title = "Record the delivery date", Assignee = "@" + agent }, default);
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private Task<CaseOutcome> Escalate(string agent, string subject = "Delivery date field in orders", string? task = null,
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bool force = false, AgentTrust? trust = null)
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=> _desk.EscalateAsync(new EscalationRequest(agent, trust ?? AgentTrust.Standard, subject,
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"The order confirmation has a delivery date, but the order has no field for it.",
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"Looked at the columns of the orders table: no date besides created_at.", "A field, or a place to put it.",
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task, "run-1", force), default);
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// ═══════════════════ escalation ═══════════════════
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[Fact]
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public async Task An_escalation_goes_to_the_own_lead_and_the_stuck_task_waits()
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{
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await Stuck("buyer-a");
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var outcome = await Escalate("buyer-a", task: "t-1");
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outcome.Ok.ShouldBeTrue(outcome.Message);
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var record = outcome.Case!;
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record.Holder.ShouldBe("a-lead");
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record.DeadlineUtc.ShouldBe(_clock.GetUtcNow().UtcDateTime.AddHours(4));
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(await _tasks.GetAsync("t-1", default))!.Status.ShouldBe(TaskItemStatus.Blocked);
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var inbox = (await _tasks.GetAsync(record.HolderTaskId, default))!;
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inbox.Assignee.ShouldBe("@a-lead");
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inbox.OriginTaskId.ShouldBe("t-1", "#697: the origin travels with it");
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inbox.Body.ShouldContain("<untrusted_content source=\"case:buyer-a\">", Case.Sensitive, "what a level says is data for the next");
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inbox.Body.ShouldContain("forward (assessment)");
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}
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[Fact]
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public async Task A_decision_closes_the_case_binds_the_area_and_sends_the_stuck_task_back_to_work()
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{
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await Stuck("buyer-a");
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var record = (await Escalate("buyer-a", task: "t-1")).Case!;
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var decided = await _desk.DecideAsync(record.Id, "a-lead", "Put it into the note field as 'delivery: <date>'.",
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"A new column is DevOps' call and takes weeks; the note field is read by the warehouse.", "run-2", default);
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decided.Ok.ShouldBeTrue(decided.Message);
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decided.Decision!.ScopeUnitId.ShouldBe("team-a");
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var stuck = (await _tasks.GetAsync("t-1", default))!;
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stuck.Status.ShouldBe(TaskItemStatus.Todo);
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stuck.Body.ShouldContain(decided.Decision.Id);
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(await _cases.GetAsync(record.Id, default))!.Status.ShouldBe(CaseStatus.Decided);
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}
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[Fact]
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public async Task Only_the_holder_decides_and_never_without_reasons()
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{
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var record = (await Escalate("buyer-a")).Case!;
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(await _desk.DecideAsync(record.Id, "buyer-c", "Yes", "Because.", null, default)).Ok.ShouldBeFalse();
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(await _desk.DecideAsync(record.Id, "a-lead", "Yes", "", null, default)).Message.ShouldContain("reasoning");
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}
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[Fact]
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public async Task The_next_one_with_the_same_question_is_shown_the_decision_first()
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{
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var first = (await Escalate("buyer-a")).Case!;
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await _desk.DecideAsync(first.Id, "a-lead", "Use the note field.", "No new column for now.", null, default);
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var again = await Escalate("buyer-c", subject: "Delivery date field orders");
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again.Ok.ShouldBeFalse();
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again.Message.ShouldContain("Use the note field.");
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(await Escalate("buyer-c", subject: "Delivery date field orders", force: true)).Ok
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.ShouldBeTrue("with force, when it truly does not fit");
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}
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[Fact]
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public async Task A_decision_binds_nobody_outside_the_deciding_area()
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{
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var first = (await Escalate("buyer-a")).Case!;
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await _desk.DecideAsync(first.Id, "a-lead", "Use the note field.", "No new column for now.", null, default);
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(await _desk.FindDecisionsAsync("buyer-b", "Delivery date field in orders", null, default)).ShouldBeEmpty();
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}
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[Fact]
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public async Task Passing_on_goes_one_level_up_and_adds_rather_than_replaces()
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{
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var record = (await Escalate("buyer-a")).Case!;
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var forwarded = await _desk.ForwardAsync(record.Id, "a-lead", AgentTrust.Standard,
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"Worth a column: every team needs it.", "run-2", default);
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forwarded.Case!.Holder.ShouldBe("buy-lead");
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forwarded.Case.Level.ShouldBe(1);
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forwarded.Case.Trail.Select(e => e.Kind).ShouldBe(["opened", "forwarded"]);
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var inbox = (await _tasks.GetAsync(forwarded.Case.HolderTaskId, default))!.Body;
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inbox.ShouldContain("The order confirmation has a delivery date", Case.Sensitive, "the original stays");
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inbox.ShouldContain("Worth a column");
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(await _desk.ForwardAsync(record.Id, "a-lead", AgentTrust.Standard, "", null, default)).Ok
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.ShouldBeFalse("it is no longer with a-lead");
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}
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[Fact]
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public async Task The_same_question_from_the_same_unit_joins_the_open_case()
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{
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var first = (await Escalate("buyer-a")).Case!;
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await Stuck("buyer-c", "t-2");
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var second = await Escalate("buyer-c", task: "t-2");
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second.Case!.Id.ShouldBe(first.Id);
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second.Case.Trail.Last().Kind.ShouldBe("joined");
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(await _tasks.GetAsync("t-2", default))!.Status.ShouldBe(TaskItemStatus.Blocked);
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(await _cases.ListOpenAsync(default)).Count.ShouldBe(1);
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}
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[Fact]
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public async Task Beyond_the_daily_cap_of_a_unit_it_goes_straight_to_a_human()
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{
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_settings.EscalationsPerUnitPerDay = 2;
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(await Escalate("buyer-a", subject: "First matter")).Case!.Holder.ShouldBe("a-lead");
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(await Escalate("buyer-a", subject: "Second matter")).Case!.Holder.ShouldBe("a-lead");
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var third = (await Escalate("buyer-a", subject: "Third matter")).Case!;
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third.HeldByHuman.ShouldBeTrue();
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third.Trail.ShouldContain(e => e.Kind == "note" && e.Text.Contains("cap"));
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}
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[Fact]
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public async Task After_the_deadline_a_human_is_called_once()
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{
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var record = (await Escalate("buyer-a")).Case!;
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_clock.Advance(TimeSpan.FromHours(4) + TimeSpan.FromMinutes(1));
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await _desk.CheckAsync(_clock.GetUtcNow().UtcDateTime, default);
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_clock.Advance(TimeSpan.FromMinutes(5));
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await _desk.CheckAsync(_clock.GetUtcNow().UtcDateTime, default);
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_called.ShouldHaveSingleItem().Id.ShouldBe(record.Id);
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var now = (await _cases.GetAsync(record.Id, default))!;
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now.HeldByHuman.ShouldBeTrue();
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(await _tasks.GetAsync(now.HolderTaskId, default))!.Assignee.ShouldBe(TaskAssignee.Human);
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}
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[Fact]
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public async Task An_agent_reading_foreign_content_escalates_without_text_of_its_own()
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{
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(await Escalate("buyer-a", trust: ReadsWeb)).Ok.ShouldBeFalse("without a task there is nothing to point to");
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await Stuck("buyer-a");
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var record = (await Escalate("buyer-a", task: "t-1", trust: ReadsWeb)).Case!;
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record.Subject.ShouldBe("t-1 is stuck");
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record.Trail.Single().Text.ShouldNotContain("order confirmation");
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}
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[Fact]
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public async Task Handling_it_closes_the_case_and_the_opener_hears_of_it()
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{
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var record = (await Escalate("buyer-a")).Case!;
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(await _desk.HandleAsync(record.Id, "a-lead", "Asked DevOps myself; column comes Friday.", null, default)).Ok.ShouldBeTrue();
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(await _board.ListAllAsync(default)).ShouldContain(t => t.Assignee == "@buyer-a" && t.Title.StartsWith("Outcome of case"));
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}
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// ═══════════════════ conflict ═══════════════════
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private Task<CaseOutcome> Conflict(string from = "a-lead", string with = "b-lead")
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=> _desk.OpenConflictAsync(new ConflictRequest(from, AgentTrust.Standard, with, "Delivery date column",
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"We need the column: three teams type dates into notes.", null, "run-1"), default);
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[Fact]
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public async Task A_conflict_asks_the_other_side_first_then_reaches_the_lowest_common_lead()
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{
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var opened = await Conflict();
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opened.Ok.ShouldBeTrue(opened.Message);
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var record = opened.Case!;
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record.Holder.ShouldBe("buy-lead");
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record.HolderTaskId.ShouldBeEmpty("nobody decides before both sides are heard");
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var ask = (await _tasks.GetAsync(record.PendingStatements["b-lead"], default))!;
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ask.Assignee.ShouldBe("@b-lead");
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(await _desk.DecideAsync(record.Id, "buy-lead", "x", "y", null, default)).Ok.ShouldBeFalse("b-lead has not spoken yet");
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var stated = await _desk.StatePositionAsync(record.Id, "b-lead", AgentTrust.Standard,
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"Notes are enough; a column costs a migration.", "run-2", default);
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stated.Case!.HolderTaskId.ShouldNotBeEmpty();
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var inbox = (await _tasks.GetAsync(stated.Case.HolderTaskId, default))!;
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inbox.Assignee.ShouldBe("@buy-lead");
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inbox.Body.ShouldContain("three teams type dates");
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inbox.Body.ShouldContain("a column costs a migration");
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}
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[Fact]
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public async Task Both_sides_hear_the_decision()
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{
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var record = (await Conflict()).Case!;
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await _desk.StatePositionAsync(record.Id, "b-lead", AgentTrust.Standard, "Notes are enough.", null, default);
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(await _desk.DecideAsync(record.Id, "buy-lead", "Add the column.", "Three teams need it daily.", null, default)).Ok.ShouldBeTrue();
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var outcomes = (await _board.ListAllAsync(default)).Where(t => t.Title.StartsWith("Outcome of case")).Select(t => t.Assignee);
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outcomes.ShouldBe(["@a-lead", "@b-lead"], ignoreOrder: true);
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}
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[Fact]
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public async Task A_conflict_cannot_be_passed_on_or_handled_it_is_decided()
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{
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var record = (await Conflict()).Case!;
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await _desk.StatePositionAsync(record.Id, "b-lead", AgentTrust.Standard, "No.", null, default);
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(await _desk.ForwardAsync(record.Id, "buy-lead", AgentTrust.Standard, "", null, default)).Ok.ShouldBeFalse();
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(await _desk.HandleAsync(record.Id, "buy-lead", "done", null, default)).Ok.ShouldBeFalse();
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}
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[Fact]
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public async Task A_side_that_does_not_answer_does_not_hold_the_case_up_for_ever()
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{
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var record = (await Conflict()).Case!;
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_clock.Advance(TimeSpan.FromHours(5));
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await _desk.CheckAsync(_clock.GetUtcNow().UtcDateTime, default);
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var now = (await _cases.GetAsync(record.Id, default))!;
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now.HeldByHuman.ShouldBeTrue();
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now.PendingStatements.ShouldBeEmpty();
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(await _tasks.GetAsync(record.PendingStatements["b-lead"], default))!.Status.ShouldBe(TaskItemStatus.Canceled);
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}
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// ═══════════════════ the human ═══════════════════
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[Fact]
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public async Task A_human_asks_one_side_for_a_statement_and_decides_after_it()
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{
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var record = (await Escalate("buy-lead", subject: "Budget for a new supplier")).Case!;
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record.HeldByHuman.ShouldBeTrue("buy-lead has no lead above it");
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var asked = await _desk.RequestStatementAsync(record.Id, "a-lead", "How often does team A order from them?", default);
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asked.Ok.ShouldBeTrue(asked.Message);
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await _desk.StatePositionAsync(record.Id, "a-lead", AgentTrust.Standard, "Twice a week.", null, default);
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var humanTasks = (await _board.ListAllAsync(default)).Count(t => t.Assignee == TaskAssignee.Human);
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humanTasks.ShouldBe(1, "the case stays in the one inbox it is in");
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(await _desk.DecideAsync(record.Id, CaseRules.Human, "Approved.", "Twice a week is worth it.", null, default))
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.Decision!.ScopeUnitId.ShouldBeNull("a human decides for the whole instance");
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(await _tasks.GetAsync((await _cases.GetAsync(record.Id, default))!.HolderTaskId, default))!.Status.ShouldBe(TaskItemStatus.Done);
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}
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}
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