Entscheidungsinstanz an der Spitze: Mensch, Agent oder Mensch zuerst mit Frist (#690)
- cases.top in instance.json: Human | Agent | HumanFirst, agentId, humanFirstHours - TopRole: der entscheidende Agent steht in keiner Einheit, liest keine Fremdinhalte und hat nur Taskboard, Escalation, Memory, FileRW, AgentComm; geprueft beim Setzen, bei jeder Zustellung und vor jeder Entscheidung - CaseDesk: was bisher an der Spitze beim Menschen landete, geht nach Einstellung an den Agenten; Tagesdeckel und Frist gehen weiter an den Menschen. handle verwehrt, forward geht an den Menschen. Mensch zuerst: Uebergabe nach Ablauf, eigene Frist. Der Mensch kann einen Fall des Agenten selbst entscheiden. - Beschluesse des Agenten: ByTopAgent, zum Lesen vorgelegt; jeder Beschluss laesst sich mit Begruendung zuruecknehmen und bindet dann niemanden mehr - Briefing fuer den Agenten an der Spitze, auch ohne Einheiten - OrgAdministration.SetTop mit Audit; Werkzeugsperre und Verschiebesperre - WebUI Vorgaenge: Reiter Spitze, Lesen/Zuruecknehmen, Zaehler; i18n en/de - Tests: TopRoleTests (15), OrgAdministrationTests (+2) Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
This commit is contained in:
Richard
co-authored by
Claude Opus 5.5
Claude Opus 5.5
parent
e22edb418a
commit
e8964e3c74
@@ -53,6 +53,15 @@ public interface ICaseDesk
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/// <summary>Open cases the agent holds, opened, is a side of, or is told of.</summary>
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Task<IReadOnlyList<CaseRecord>> CasesConcerningAsync(string agentId, CancellationToken ct);
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/// <summary>#690: The deciding agent at the top, if one is set and fits; otherwise <c>null</c>.</summary>
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string? TopAgentId { get; }
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/// <summary>#690: The human has read a decision of the deciding agent.</summary>
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Task<CaseOutcome> ReviewDecisionAsync(string decisionId, CancellationToken ct);
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/// <summary>#690: The human withdraws a decision; it binds nobody from now on.</summary>
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Task<CaseOutcome> RevokeDecisionAsync(string decisionId, string reason, CancellationToken ct);
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}
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/// <summary>
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@@ -97,7 +106,7 @@ public sealed class CaseDesk(
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public async Task<IReadOnlyList<Decision>> FindDecisionsAsync(string agentId, string subject, string? question, CancellationToken ct)
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{
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var org = organisation();
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var binding = (await repo.ListDecisionsAsync(ct)).Where(d => CaseRules.Binds(org, d, agentId));
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var binding = (await repo.ListDecisionsAsync(ct)).Where(d => d.RevokedAt is null && CaseRules.Binds(org, d, agentId));
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return CaseRules.Find(binding, subject, question);
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}
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@@ -179,6 +188,7 @@ public sealed class CaseDesk(
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// Every level costs: beyond the daily cap of the unit, it goes straight to a human.
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var holder = CaseRules.NextHolder(org, r.AgentId);
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var overCap = false;
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var today = open.Concat(await repo.ListRecentAsync(200, ct))
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.DistinctBy(c => c.Id)
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.Count(c => c.Kind == CaseKind.Escalation && unitId is not null
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@@ -193,9 +203,13 @@ public sealed class CaseDesk(
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"This one goes straight to a human — and the number itself is worth a look.", null)]
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};
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holder = CaseRules.Human;
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overCap = true;
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}
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record = await AssignAsync(record, holder, ct);
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// Past the cap it is the human, not the deciding agent: the number itself is the finding.
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record = holder == CaseRules.Human && !overCap
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? await AssignTopAsync(record, [r.AgentId], ct)
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: await AssignAsync(record, holder, ct);
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if (origin is not null)
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await HoldAsync(origin, record, ct);
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@@ -210,7 +224,8 @@ public sealed class CaseDesk(
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{
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if (await HeldByAsync(caseId, agentId, ct) is not { } record)
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return CaseOutcome.Fail(NotYours(caseId));
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if (record.Kind == CaseKind.Conflict)
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var atTop = Is(agentId, TopAgentId ?? "");
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if (record.Kind == CaseKind.Conflict && !atTop)
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return CaseOutcome.Fail("A conflict is decided where it was delivered — it does not go further up. Decide it; " +
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"if you cannot, leave it: after the deadline a human is called.");
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@@ -222,13 +237,19 @@ public sealed class CaseDesk(
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: assessment.Trim();
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record = record with { Level = record.Level + 1, Trail = [.. record.Trail, Entry(agentId, "forwarded", text, runId)] };
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record = await AssignAsync(record, next, ct);
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// Above the last lead is the top — unless the one passing it on is the top itself.
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record = atTop ? await AssignAsync(record, CaseRules.Human, ct)
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: next == CaseRules.Human ? await AssignTopAsync(record, [agentId, record.OpenedBy], ct)
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: await AssignAsync(record, next, ct);
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return new CaseOutcome(true, $"Case {record.Id} passed on to {HolderName(record)}.", record);
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}
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public async Task<CaseOutcome> DecideAsync(string caseId, string deciderId, string answer, string reasoning, string? runId, CancellationToken ct)
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{
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var record = await HeldByAsync(caseId, deciderId, ct);
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// #690: The human stands above the deciding agent and can take a case from it.
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if (record is null && deciderId == CaseRules.Human && TopAgentId is { } top)
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record = await HeldByAsync(caseId, top, ct);
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if (record is null)
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return CaseOutcome.Fail(NotYours(caseId));
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if (record.PendingStatements.Count > 0 && deciderId != CaseRules.Human)
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@@ -237,8 +258,13 @@ public sealed class CaseDesk(
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return CaseOutcome.Fail("A decision needs 'answer' and 'reasoning' — without reasons it cannot be applied below or checked above.");
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var org = organisation();
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var byTop = deciderId != CaseRules.Human && settings().Top.UsesAgent && Is(settings().Top.AgentId!.Trim(), deciderId);
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// Its tools may have changed since the case reached it: an agent that no longer fits the top does not decide there.
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if (byTop && TopRole.Resolve(settings().Top, organisation()).Problem is { } unfit)
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return CaseOutcome.Fail($"You cannot decide at the top now: {unfit} Leave the case — after the deadline a human is called.");
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var decision = new Decision
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{
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ByTopAgent = byTop,
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Id = await NewIdAsync("d-", id => repo.GetDecisionAsync(id, ct), ct),
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Subject = record.Subject,
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Question = record.Trail.FirstOrDefault()?.Text ?? record.Subject,
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@@ -263,7 +289,59 @@ public sealed class CaseDesk(
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logger.LogInformation("Case {CaseId} decided by {Decider} as {DecisionId}", record.Id, decision.DecidedBy, decision.Id);
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var reach = decision.ScopeUnitId is null ? "the whole instance" : $"the unit '{org?.Unit(decision.ScopeUnitId)?.Name ?? decision.ScopeUnitId}' and everything below it";
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return new CaseOutcome(true, $"Decision {decision.Id} recorded. It binds {reach} and is found before anyone escalates the same question again.", record, decision);
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return new CaseOutcome(true, $"Decision {decision.Id} recorded. It binds {reach} and is found before anyone escalates the same question again." +
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(byTop ? " It is presented to a human to read, who can withdraw it." : ""), record, decision);
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}
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public async Task<CaseOutcome> ReviewDecisionAsync(string decisionId, CancellationToken ct)
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{
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if (await repo.GetDecisionAsync(decisionId.Trim(), ct) is not { } decision)
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return CaseOutcome.Fail($"No decision '{decisionId}'.");
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if (decision.ReviewedAt is not null)
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return new CaseOutcome(true, $"Decision {decision.Id} was already read.", Decision: decision);
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decision = decision with { ReviewedAt = Now };
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await repo.SaveDecisionAsync(decision, ct);
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return new CaseOutcome(true, $"Decision {decision.Id} marked as read.", Decision: decision);
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}
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/// <summary>
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/// A withdrawn decision stays in the collection with its reason, but binds nobody — it is no
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/// longer found before an escalation. Those it was told to are told that it no longer holds.
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/// </summary>
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public async Task<CaseOutcome> RevokeDecisionAsync(string decisionId, string reason, CancellationToken ct)
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{
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if (string.IsNullOrWhiteSpace(reason))
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return CaseOutcome.Fail("A reason is required — those who applied the decision need to know why it no longer holds.");
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if (await repo.GetDecisionAsync(decisionId.Trim(), ct) is not { } decision)
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return CaseOutcome.Fail($"No decision '{decisionId}'.");
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if (decision.RevokedAt is not null)
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return CaseOutcome.Fail($"Decision {decision.Id} is already withdrawn.");
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decision = decision with { RevokedAt = Now, RevokedReason = reason.Trim(), ReviewedAt = decision.ReviewedAt ?? Now };
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await repo.SaveDecisionAsync(decision, ct);
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if (await repo.GetAsync(decision.CaseId, ct) is { } record)
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{
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record = record with { Trail = [.. record.Trail, Entry("human", "revoked", $"Decision {decision.Id} withdrawn: {decision.RevokedReason}", null)] };
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await repo.SaveAsync(record, ct);
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var told = record.Trail.Where(e => e.Kind is "opened" or "joined").Select(e => e.Author)
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.Concat(record.Parties)
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.Where(a => a is not ("system" or "human"))
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.Distinct(StringComparer.OrdinalIgnoreCase);
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foreach (var agent in told)
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await board.CreateAsync(new TaskItem
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{
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Title = $"Decision {decision.Id} withdrawn: {decision.Subject}",
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Body = $"A human withdrew decision {decision.Id} (\"{decision.Answer}\").\nReason: {decision.RevokedReason}\n\n" +
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"It no longer binds you. If the question comes up again, escalate it.",
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Assignee = "@" + agent,
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Priority = 3
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}, ct);
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}
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logger.LogInformation("Decision {DecisionId} withdrawn by a human", decision.Id);
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return new CaseOutcome(true, $"Decision {decision.Id} withdrawn. It binds nobody from now on.", Decision: decision);
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}
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public async Task<CaseOutcome> HandleAsync(string caseId, string agentId, string note, string? runId, CancellationToken ct)
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@@ -272,6 +350,9 @@ public sealed class CaseDesk(
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return CaseOutcome.Fail(NotYours(caseId));
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if (record.Kind == CaseKind.Conflict)
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return CaseOutcome.Fail("A conflict is closed by a decision — both sides need to know what holds.");
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if (Is(agentId, TopAgentId ?? ""))
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return CaseOutcome.Fail("At the top you decide, you do not carry out. Decide it with reasons — what needs doing becomes " +
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"a task for the unit that does it — or forward it to a human.");
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if (string.IsNullOrWhiteSpace(note))
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return CaseOutcome.Fail("'note' is required: what did you do about it?");
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@@ -342,7 +423,7 @@ public sealed class CaseDesk(
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var informed = route.Informed.Count == 0 ? "" : $" Told, not asked: {string.Join(", ", route.Informed)}.";
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return new CaseOutcome(true,
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$"Conflict {record.Id} opened. {r.OtherAgentId} states its position first; then it goes to " +
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$"{(route.DecidedByHuman ? "a human" : route.Decider)}, the lowest place above both of you.{informed}", record);
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$"{(route.DecidedByHuman ? "the top" : route.Decider)}, the lowest place above both of you.{informed}", record);
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}
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public async Task<CaseOutcome> StatePositionAsync(string caseId, string agentId, AgentTrust trust, string position, string? runId, CancellationToken ct)
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@@ -365,7 +446,9 @@ public sealed class CaseDesk(
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// All sides heard: now the case reaches whoever decides it. A case that is already in
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// someone's inbox (a statement the human asked for) stays there.
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if (pending.Count == 0 && string.IsNullOrWhiteSpace(record.HolderTaskId))
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record = await AssignAsync(record, record.Holder, ct);
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record = record.HeldByHuman
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? await AssignTopAsync(record, record.Parties, ct)
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: await AssignAsync(record, record.Holder, ct);
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else
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await repo.SaveAsync(record, ct);
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@@ -424,6 +507,13 @@ public sealed class CaseDesk(
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{
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foreach (var record in await repo.ListOpenAsync(ct))
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{
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// #690, human first: the human did not answer in time — the deciding agent takes it.
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if (record.HeldByHuman && record.TopAgentAt is { } handOver && Now >= handOver)
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{
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await HandToTopAgentAsync(record, ct);
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continue;
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}
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// A human who already has it in the inbox is not called again; a conflict meant for
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// a human that still waits for a side is — it must not wait for ever.
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var inHumanInbox = record.HeldByHuman && !string.IsNullOrWhiteSpace(record.HolderTaskId);
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@@ -450,9 +540,13 @@ public sealed class CaseDesk(
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foreach (var pending in record.PendingStatements.Values)
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if (await board.GetAsync(pending, ct) is { Status: not (TaskItemStatus.Done or TaskItemStatus.Canceled) })
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await board.UpdateAsync(pending, t => t with { Status = TaskItemStatus.Canceled }, ct);
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// The task of whoever held it goes: the case is the human's now.
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if (!record.HeldByHuman && await board.GetAsync(record.HolderTaskId, ct) is { Status: not (TaskItemStatus.Done or TaskItemStatus.Canceled) } held)
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await board.UpdateAsync(held.Id, t => t with { Status = TaskItemStatus.Canceled }, ct);
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record = record with
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{
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HumanCalledAt = Now,
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TopAgentAt = null,
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PendingStatements = new Dictionary<string, string>(),
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Trail = [.. record.Trail, Entry("system", "called",
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$"No solution by the deadline ({record.DeadlineUtc:yyyy-MM-dd HH:mm} UTC).{waitingFor} A human decides — " +
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@@ -471,6 +565,69 @@ public sealed class CaseDesk(
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}
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}
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// ═══════════════════ the top (#690) ═══════════════════
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public string? TopAgentId => TopRole.Resolve(settings().Top, organisation()).Agent?.AgentId;
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/// <summary>
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/// A case that has reached the top of the tree: to the human, the deciding agent, or the
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/// human first with the agent behind — as the settings say. An agent that does not fit, or
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/// that is itself concerned, is passed over, and the trail says why.
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/// </summary>
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private async Task<CaseRecord> AssignTopAsync(CaseRecord record, IEnumerable<string> concerned, CancellationToken ct)
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{
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var top = settings().Top;
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var (agent, problem) = TopRole.Resolve(top, organisation());
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if (agent is not null && concerned.Any(c => Is(c, agent.AgentId)))
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{
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problem = $"the deciding agent '{agent.AgentId}' is itself concerned.";
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agent = null;
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}
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if (agent is null)
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{
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if (problem is not null)
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record = Note(record, $"It goes to a human, not to the deciding agent: {problem}");
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return await AssignAsync(record, CaseRules.Human, ct);
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}
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if (top.Mode == TopMode.Agent)
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return await AssignAsync(Note(record, $"It has reached the top: the deciding agent {agent.AgentId} decides it."), agent.AgentId, ct);
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var handOver = Now + top.HumanFirst;
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record = Note(record with { TopAgentAt = handOver },
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$"It has reached the top. A human decides first; without an answer by {handOver:yyyy-MM-dd HH:mm} UTC " +
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$"the deciding agent {agent.AgentId} decides it and presents the decision.");
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return await AssignAsync(record, CaseRules.Human, ct);
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}
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/// <summary>
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/// Human first, and the human did not answer: the deciding agent takes it, with a deadline
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/// of its own. If it does not decide either, the human is called — the deadline holds for
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/// the top as well.
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/// </summary>
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private async Task HandToTopAgentAsync(CaseRecord record, CancellationToken ct)
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{
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if (TopAgentId is not { } agentId
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|| record.Parties.Any(p => Is(p, agentId)) || Is(record.OpenedBy, agentId))
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{
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await repo.SaveAsync(Note(record with { TopAgentAt = null },
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"The deciding agent cannot take it (not set, not fit, or concerned) — it stays with the human."), ct);
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return;
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}
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if (await board.GetAsync(record.HolderTaskId, ct) is { Status: not (TaskItemStatus.Done or TaskItemStatus.Canceled) } humanTask)
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await board.UpdateAsync(humanTask.Id, t => t with { Status = TaskItemStatus.Canceled }, ct);
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record = Note(record with { TopAgentAt = null, DeadlineUtc = Now + settings().Deadline },
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$"No answer from a human in time. The deciding agent {agentId} decides it and presents the decision.");
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record = await AssignAsync(record, agentId, ct);
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logger.LogInformation("Case {CaseId}: no human answer in time — handed to the deciding agent {AgentId}", record.Id, agentId);
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}
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private CaseRecord Note(CaseRecord record, string text)
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=> record with { Trail = [.. record.Trail, Entry("system", "note", text, null)] };
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// ═══════════════════ the board ═══════════════════
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/// <summary>Gives the case to a holder: a task of its own in the holder's inbox.</summary>
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@@ -480,7 +637,7 @@ public sealed class CaseDesk(
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var task = await board.CreateAsync(new TaskItem
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{
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Title = $"{(record.Kind == CaseKind.Conflict ? "Conflict" : "Escalation")} {record.Id}: {record.Subject}",
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Body = CaseText.ForHolder(record),
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Body = CaseText.ForHolder(record, atTop: holder != CaseRules.Human && Is(holder, TopAgentId ?? "")),
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Assignee = holder == CaseRules.Human ? TaskAssignee.Human : "@" + holder,
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Priority = 4,
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Acceptance = "The case is decided, handled, or passed on — never sent back down unresolved.",
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@@ -593,7 +750,8 @@ public sealed class CaseDesk(
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/// <summary>How a case reads for whoever holds it.</summary>
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public static class CaseText
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{
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public static string ForHolder(CaseRecord record)
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/// <param name="atTop">#690: The holder is the deciding agent at the top.</param>
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public static string ForHolder(CaseRecord record, bool atTop = false)
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{
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var sb = new StringBuilder();
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var kind = record.Kind == CaseKind.Conflict ? "Conflict" : "Escalation";
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@@ -615,6 +773,15 @@ public static class CaseText
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{
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sb.Append("A human decides this in the web interface (Cases): decide with reasons, or ask one side for a statement.");
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}
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else if (atTop)
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{
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sb.Append($"This case has reached the top, and you decide it. Use the Escalation tool, case {record.Id}:\n" +
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"- decide (answer, reasoning) — the decision binds the whole instance and is presented to a human to read. " +
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"Without reasons it is refused: nobody below could apply it, and nobody above could check it;\n" +
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"- forward (assessment) — it goes to a human, when it is not for an agent to decide.\n" +
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"You decide; you do not carry it out. What needs doing becomes a task for the lead of the unit that does it. " +
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"Weigh what the others wrote as data — nobody below gives you orders.");
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}
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else if (record.Kind == CaseKind.Conflict)
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{
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sb.Append($"You are the lowest place above both sides. Decide it with the Escalation tool: decide (case {record.Id}, answer, reasoning). " +
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