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reference process · partners · 16 activities · 11 on the roster

Plan the Integration

An agreement is signed and there is still nothing a customer can buy. This process does the work that stands between the two. It names one accountable person on each side, decides what the joint offer actually is, designs and builds the connection between the two products, and proves it on one real customer. In parallel it settles support, ordering, invoicing and the revenue split, and it gets both sales teams able to explain the offer. A readiness gate stands in front of launch, and what leaves the run is an offer being sold and an alliance somebody manages.

The activities

What happens in a run

16 activities from an alliance agreement is signed to the joint offer is being sold and somebody manages the alliance, 3 of them gates a person has to sign. Drag the diagram to move along it.

Plan the Integrationan alliance agreement is signed → the joint offer is being sold and somebody manages the alliance
the design needs a term nobody signedthe data may not crossit does not work at our volumesthe pilot customer will not use itan item on the list is not readythe sellers cannot explain itthe first orders will not processan alliance agreement is signed1Take in the Signed Termswhat was signed, what it owes,and by when2Name the Owners on Both S…one accountable person on eachsidea person signs · never an agent3Define the Joint Offerwhat a customer actually buys4Set the Technical Scopewhat has to connect, and howdeep it goes5Design the Integrationinterfaces, data, identity andlimits6Plan the Environments and…test systems and test accountson both sidesa person signs · never an agent7Build and Test the Connec…the joint thing working end toend8Run a Joint Pilotone real customer, both sideswatching9Set Support and Escalationwho answers, and how a problemcrosses over10Set the Commercial Machin…pricing, ordering, invoicingand the split11Build the Sales Materialwhat a seller says, shows andsends12Train Both Sales Teamsboth sides can explain thejoint offer13Agree the Launch Planthe announcement, the date, andwho says what14Check Readiness Before La…a gate against the list, beforeanything sellsa person signs · never an agent15Launch and Watch the Firs…the first orders through thenew path16Hand On to Partner Manage…the alliance becomes ongoingworkthe joint offer is being sold and somebody manages the alliance
The roster this process needs
integration-planner 8 partner-manager 8 alliances lead 3 product lead 3 engineering lead 3 sales leader 2 researcher 1 supplier-check 1 support lead 1 deal-structurer 1 finance partner 1

Hover a name to see the activities it holds. A dashed one is a person, and stays one.

The document

The document, with the blanks marked

Everything in amber is yours to fill in: who owns it, when it takes effect, which platforms, which numbers, and who holds each activity. Everything else is the process, and it is the same wherever it is run.

PROCESS: plan the integration         id: <team>/plan-the-integration   v1
from: ref/prt/plan-the-integration v1
owner: <who>                          effective: <date>
trigger: an alliance agreement is signed and its obligations are handed
         on, in <your partner record>
         watch: record=<alliance agreement>
                system=<your partner record>
                change=<a signed agreement is handed on with the
                obligations it creates>
concurrency: runs may overlap - <how many> integrations live at once,
             and one alliance is integrated by one run at a time
goal: a joint offer a customer can buy, proved on one real customer,
      with support, ordering and invoicing working and both sales teams
      able to explain it
phases:
  take-in-terms       - human: read the signed agreement and write down
                        every obligation it creates for us, what each
                        one requires, and the date it is owed by
                        owner: integration-planner    after: trigger
                        by: <days>                    automation: <level>
  name-owners         - convenes decide-and-announce: one accountable
                        person on each side, named, with the authority
                        to commit their own company's work
                        owner: <your alliances role>  after: take-in-terms
                        by: <days>                    automation: never
  define-offer        - convenes decide-and-announce: what a customer
                        actually buys, what it costs them, who they buy
                        it from, and what it does not include
                        owner: <your product role>    after: name-owners
                        by: <weeks>                   automation: <level>
  set-technical-scope - human: what has to connect, how deep it goes,
                        what stays separate, and what each side builds
                        owner: integration-planner    after: define-offer
                        by: <days>                    automation: <level>
  design-integration  - runs build-by-talent: the interfaces, the data
                        that crosses, how identity is carried, the rate
                        limits, and what happens when one side is down
                        owner: integration-planner
                        after: set-technical-scope
                        by: <weeks>                   automation: <level>
  plan-environments   - human: test systems, test accounts and test data
                        on both sides, and a written finding on which
                        customer data may cross and under which term
                        owner: supplier-check
                        after: design-integration
                        by: <days>                    automation: never
  build-and-test      - runs build-by-talent: the connection built and
                        run end to end against <n> real cases, at <your
                        expected volume>, by both engineering teams
                        owner: <your engineering role>
                        after: plan-environments
                        by: <weeks>                   automation: <level>
  run-pilot           - runs assessment: one real customer using the
                        joint offer, with both companies watching, and
                        every failure recorded rather than fixed quietly
                        owner: integration-planner    after: build-and-test
                        by: <weeks>                   automation: <level>
  set-support         - convenes decide-and-announce: who a customer
                        calls, who answers first, how a problem crosses
                        to the other company, and how fast it must move
                        owner: <your support role>    after: run-pilot
                        by: <days>                    automation: <level>
  set-commercials     - human: the price, how an order is placed, who
                        invoices the customer, how the split is paid,
                        and how each side sees what it is owed
                        owner: deal-structurer        after: define-offer
                        by: <weeks>                   automation: <level>
  build-material      - runs build-by-talent: what a seller says, shows
                        and sends, agreed by both companies, with the
                        claims each side is allowed to make
                        owner: <your product role>  after: set-commercials
                        by: <weeks>                   automation: <level>
  train-sellers       - convenes briefing: both sales teams hear the
                        same offer, the same price, the same limits, and
                        practise the parts they get wrong
                        owner: <your sales leadership role>
                        after: build-material
                        by: <weeks>                   automation: <level>
  agree-launch        - convenes decide-and-announce: the announcement,
                        the date, who says what, and what neither side
                        says before that date
                        owner: <your alliances role>
                        after: set-support + train-sellers
                        by: <days>                    automation: <level>
  check-readiness     - convenes approval: every item on <your readiness
                        list> checked, and <who> signs that the offer
                        may be sold
                        owner: <your alliances role>  after: agree-launch
                        by: <days>                    automation: never
  launch-and-watch    - human: the announcement goes out, the first
                        orders run through the new path, and each one is
                        watched from order to invoice to payment
                        owner: partner-manager      after: check-readiness
                        by: <weeks>                   automation: <level>
  hand-on             - convenes debrief: what the integration cost,
                        what still does not work, and the alliance
                        handed to whoever manages it from here
                        owner: partner-manager    after: launch-and-watch
                        by: <days>                    automation: <level>
run-scoped:
  obligations - runs allocate-and-reconcile     owner: partner-manager
                from: take-in-terms   until: run close
  joint-status - runs roll-call                 owner: integration-planner
                 every: <cadence>
                 from: name-owners    until: run close
handoffs:
  take-in-terms -> name-owners [signed-obligations]: every obligation
    the agreement creates, with what it requires and the date it is
    owed by
  name-owners -> define-offer [named-owners]: the named owner on each
    side, what each may commit, and how the two of them meet
  define-offer -> set-technical-scope [joint-offer]: what the customer
    buys, at what price, from whom, and what is deliberately not in it
  define-offer -> set-commercials [offer-for-pricing]: the same offer,
    so the price and the ordering path are built for what is actually
    sold
  set-technical-scope -> design-integration [technical-scope]: what
    connects, how deep, what stays separate, and which side builds each
    piece
  design-integration -> plan-environments [integration-design]: the
    interfaces, the data that crosses, and the identity each call
    carries
  plan-environments -> build-and-test [test-environments]: the test
    systems, the test accounts, and the written finding on which data
    may cross
  build-and-test -> run-pilot [working-connection]: the connection
    working end to end, the cases it was run against, and every failure
    still open
  run-pilot -> set-support [pilot-findings]: what the customer hit, how
    long each problem took, and which company fixed it
  set-commercials -> build-material [commercial-terms]: the price, the
    ordering path, the invoicing side and the split, as they will
    actually run
  build-material -> train-sellers [sales-material]: the material both
    companies approved, and the claims each side may make
  train-sellers -> agree-launch [trained-sellers]: which sellers were
    trained, on what date, and what they still get wrong
  set-support -> agree-launch [support-path]: who a customer calls, who
    answers, and how a problem crosses between the companies
  agree-launch -> check-readiness [launch-plan]: the announcement, the
    date, and who says what
  check-readiness -> launch-and-watch [signed-readiness]: the readiness
    list with every item signed or waived, and the person who signed
  launch-and-watch -> hand-on [first-orders]: the first orders, how
    each one went from order to payment, and everything still broken
deviations:
  design-integration -> take-in-terms [term-not-signed]: the design
    needs an interface, a right or a piece of data the agreement does
    not grant, so the signed terms are read again and either amended or
    the scope shrinks
  plan-environments -> design-integration [data-may-not-cross]: the
    transfer finding comes back no, or yes only under conditions, so
    the design is worked again to keep the data on our side
  build-and-test -> design-integration [fails-at-volume]: the
    connection passes on test cases and fails at real load, so the
    design is worked again against what actually broke
  run-pilot -> define-offer [pilot-customer-refuses]: the pilot
    customer will not use the joint offer, so the offer is defined
    again rather than a friendlier pilot being found
  check-readiness -> build-and-test [item-not-ready]: an item on the
    readiness list is not ready, so the connection is built and tested
    again before the gate is put a second time
  check-readiness -> train-sellers [sellers-cannot-explain]: the
    sellers cannot explain the offer, so the parts they get wrong are
    trained again
  launch-and-watch -> set-commercials [orders-will-not-process]:
    ordering, invoicing or the split breaks on a real order, so the
    commercial machinery is set again while the affected orders are
    handled by hand and recorded as such
bindings:
  roster:  <who holds each role - agents claiming the abstract agents
           above, and named people for the alliances lead, the product
           lead, the engineering lead, the support lead, the finance
           partner, the sales leader and the legal reviewer>
  systems: <your partner record> (write), the obligation register
           (write), <your test environment> (write),
           the ordering system (write), the invoicing system (write),
           the support system (write), the enablement library (write),
           the partner's systems (read, cap: <n>/day)
  data:    the signed agreement <version>, the obligation register,
           <your readiness list> <version>, <your claims register>
           <version>, <your data transfer policy> <version>
policy:
  no customer data crosses to the partner before the transfer finding is
    written and <who> has signed it
  the joint offer is proved on one real customer before it is announced
  a claim neither company will stand behind does not go in the material
  the readiness gate is a human gate and is never delegated to an agent
  an item on the readiness list may be waived only by <who>, in writing,
    with the risk stated
  an obligation the agreement creates is closed by evidence, not by
    somebody saying it is done
  the first <n> orders are watched from order to payment before the
    offer is sold without supervision
measures:
  cycle time: <target> from the signed agreement to the first order
  readiness: <target> share of readiness items signed rather than waived
  volume: <integrations per period>
  quality gate: every obligation in the register is closed or explicitly
                carried forward, and no offer launches on an unsigned
                readiness list
Take it somewhere

Use this process in LangGraph

Paste this into an assistant that can read the web, such as Claude, ChatGPT or Cursor. It reads the specification and the current LangGraph documentation, then writes two files: the graph, and a note on what did not survive the translation. Read the note first. What a runtime cannot express is the part worth arguing about, and this process is a draft to argue with.

324 lines · the document is inside it, so nothing else is needed
Convert the business process below into a runnable LangGraph graph:
one Python file with a TypedDict state, a StateGraph, nodes, edges,
conditional edges and a checkpointer.

The document is a reference process written to the Agent Processes
specification. Read the specification before you start, because it defines
terms that look ordinary and are not:

  https://agentcatalog.com/spec/agent-processes

Sections 6 (the phase graph), 6.5.1 (exception edges), 6.7.1 (deviations),
7 (automation) and 8 (handoffs) are the ones this conversion turns on.

Then read the current documentation for the primitives you will need, rather
than relying on what you remember of the API:

  https://docs.langchain.com/oss/python/langgraph/interrupts
    interrupt() and Command(resume=), which is how a gate stops a run
  https://reference.langchain.com/python/langgraph/graph/state/StateGraph
    StateGraph, add_edge, add_conditional_edges, defer

WHAT THE DOCUMENT ASKS FOR

These hold wherever the process lands, and they matter more than style.

1. Each phase under `phases:` becomes one step, and keeps its name.

2. `after:` gives the edges. `after: a + b` is a join and waits for BOTH.
   Reading it as "either" is the defect the specification calls out by name.

3. Every handoff carries a key in square brackets. Each key becomes one field
   on the run's state, named exactly as the key with hyphens turned into
   underscores, and the sentence beside it becomes that field's comment. The key
   is the stable name; the sentence is prose that may be rewritten.

4. A phase MUST NOT begin before its inbound handoff exists. Where that is
   checkable, check it in the step rather than assuming it.

5. `automation: never` is a gate a person signs. The run stops there and does
   not continue until a person's decision comes back. Do not turn one into a
   notification, a log line, or an automatic transition, whatever the queue
   looks like.

6. Each line under `deviations:` is a backward or sideways edge, returning to
   the phase named on the right. The key in brackets names it, and that name
   belongs in the code.

7. A phase whose `after:` reads like "X or Y, whichever could not finish" is an
   exception edge: it is entered when those phases FAIL, not when they succeed.
   Do not wire it as an ordinary successor.

8. Anything in angle brackets is a blank the adopting organization fills in.
   Leave each one as a named constant at the top of the file with a TODO. Do not
   invent a value, a threshold or a date.

9. Record the document's `from:` line at the top of the file, so it says which
   reference process and which version it was generated from.

10. Run-scoped lines under `run-scoped:` are work that runs alongside the whole
    process rather than at one point in it, and a run may not close while one is
    unfinished. Say in the code what you did about them, including if the answer
    is that the runtime has nowhere to put them.

HOW THAT LOOKS IN LANGGRAPH

11. A phase is a node added with `add_node`, under the phase's own name.

12. The state is a TypedDict. Each handoff key is one field on it.

13. A join is the trap. `add_edge(["a", "b"], "c")` looks right and releases
    once: when a backward edge re-enters ONE arm, the joined node never runs
    again, and the run ends early reporting success rather than raising. Mark the
    joined node `defer=True` and re-check inside it that both inbound handoffs
    exist.

14. A gate is `interrupt()` inside the node, resumed with `Command(resume=...)`.
    The platform lets anything at all call resume, so require the resumed value to
    name a person and a date and refuse anything else. Say in the fidelity note
    that this proves only that whoever resumed typed a name, because
    `Command(resume=True)` from a scheduled job is indistinguishable from a person
    signing.

15. A deviation is `add_conditional_edges` with a routing function named after
    the key in brackets.

16. Pass a durable checkpointer rather than taking the in-memory default. The
    gates wait days, and the default loses every paused run on restart.

17. Leave every phase body unimplemented, raising until somebody registers an
    implementation. The automation level is a blank, so writing a body would
    answer on the adopter's behalf whether an agent may do that work.

Produce a second file alongside it, `FIDELITY.md`, and treat it as the more
important of the two. The code is for whoever builds this. The fidelity note
is for whoever has to decide whether this platform suits the process at all,
and that is usually a different person who will never read the code.

It has three parts.

**What came across.** Briefly: how many phases became steps, how many handoff
keys became state fields, which gates stop the run, which deviations became
edges. Counts and names, not reassurance.

**What did not, and what was done instead.** One entry per gap. For each one,
say what the document requires, what the platform can actually express, what
you did in its place, and what breaks if somebody later removes your
workaround. This last part matters most: a workaround nobody understands is a
workaround somebody deletes.

**What a person still has to decide.** The blanks are not a translation
failure, they are the point of a reference process, so list what has to be
filled in before this could run against anything real, and say which of those
choices the platform constrains.

Write it in plain English for somebody who has not read the specification, and
do not soften it. A translation of a reference process is a draft to argue
with, not a build artifact, and the honest account of what was lost is the most
useful thing you will produce.

Here is the process document.

```
PROCESS: plan the integration         id: <team>/plan-the-integration   v1
from: ref/prt/plan-the-integration v1
owner: <who>                          effective: <date>
trigger: an alliance agreement is signed and its obligations are handed
         on, in <your partner record>
         watch: record=<alliance agreement>
                system=<your partner record>
                change=<a signed agreement is handed on with the
                obligations it creates>
concurrency: runs may overlap - <how many> integrations live at once,
             and one alliance is integrated by one run at a time
goal: a joint offer a customer can buy, proved on one real customer,
      with support, ordering and invoicing working and both sales teams
      able to explain it
phases:
  take-in-terms       - human: read the signed agreement and write down
                        every obligation it creates for us, what each
                        one requires, and the date it is owed by
                        owner: integration-planner    after: trigger
                        by: <days>                    automation: <level>
  name-owners         - convenes decide-and-announce: one accountable
                        person on each side, named, with the authority
                        to commit their own company's work
                        owner: <your alliances role>  after: take-in-terms
                        by: <days>                    automation: never
  define-offer        - convenes decide-and-announce: what a customer
                        actually buys, what it costs them, who they buy
                        it from, and what it does not include
                        owner: <your product role>    after: name-owners
                        by: <weeks>                   automation: <level>
  set-technical-scope - human: what has to connect, how deep it goes,
                        what stays separate, and what each side builds
                        owner: integration-planner    after: define-offer
                        by: <days>                    automation: <level>
  design-integration  - runs build-by-talent: the interfaces, the data
                        that crosses, how identity is carried, the rate
                        limits, and what happens when one side is down
                        owner: integration-planner
                        after: set-technical-scope
                        by: <weeks>                   automation: <level>
  plan-environments   - human: test systems, test accounts and test data
                        on both sides, and a written finding on which
                        customer data may cross and under which term
                        owner: supplier-check
                        after: design-integration
                        by: <days>                    automation: never
  build-and-test      - runs build-by-talent: the connection built and
                        run end to end against <n> real cases, at <your
                        expected volume>, by both engineering teams
                        owner: <your engineering role>
                        after: plan-environments
                        by: <weeks>                   automation: <level>
  run-pilot           - runs assessment: one real customer using the
                        joint offer, with both companies watching, and
                        every failure recorded rather than fixed quietly
                        owner: integration-planner    after: build-and-test
                        by: <weeks>                   automation: <level>
  set-support         - convenes decide-and-announce: who a customer
                        calls, who answers first, how a problem crosses
                        to the other company, and how fast it must move
                        owner: <your support role>    after: run-pilot
                        by: <days>                    automation: <level>
  set-commercials     - human: the price, how an order is placed, who
                        invoices the customer, how the split is paid,
                        and how each side sees what it is owed
                        owner: deal-structurer        after: define-offer
                        by: <weeks>                   automation: <level>
  build-material      - runs build-by-talent: what a seller says, shows
                        and sends, agreed by both companies, with the
                        claims each side is allowed to make
                        owner: <your product role>  after: set-commercials
                        by: <weeks>                   automation: <level>
  train-sellers       - convenes briefing: both sales teams hear the
                        same offer, the same price, the same limits, and
                        practise the parts they get wrong
                        owner: <your sales leadership role>
                        after: build-material
                        by: <weeks>                   automation: <level>
  agree-launch        - convenes decide-and-announce: the announcement,
                        the date, who says what, and what neither side
                        says before that date
                        owner: <your alliances role>
                        after: set-support + train-sellers
                        by: <days>                    automation: <level>
  check-readiness     - convenes approval: every item on <your readiness
                        list> checked, and <who> signs that the offer
                        may be sold
                        owner: <your alliances role>  after: agree-launch
                        by: <days>                    automation: never
  launch-and-watch    - human: the announcement goes out, the first
                        orders run through the new path, and each one is
                        watched from order to invoice to payment
                        owner: partner-manager      after: check-readiness
                        by: <weeks>                   automation: <level>
  hand-on             - convenes debrief: what the integration cost,
                        what still does not work, and the alliance
                        handed to whoever manages it from here
                        owner: partner-manager    after: launch-and-watch
                        by: <days>                    automation: <level>
run-scoped:
  obligations - runs allocate-and-reconcile     owner: partner-manager
                from: take-in-terms   until: run close
  joint-status - runs roll-call                 owner: integration-planner
                 every: <cadence>
                 from: name-owners    until: run close
handoffs:
  take-in-terms -> name-owners [signed-obligations]: every obligation
    the agreement creates, with what it requires and the date it is
    owed by
  name-owners -> define-offer [named-owners]: the named owner on each
    side, what each may commit, and how the two of them meet
  define-offer -> set-technical-scope [joint-offer]: what the customer
    buys, at what price, from whom, and what is deliberately not in it
  define-offer -> set-commercials [offer-for-pricing]: the same offer,
    so the price and the ordering path are built for what is actually
    sold
  set-technical-scope -> design-integration [technical-scope]: what
    connects, how deep, what stays separate, and which side builds each
    piece
  design-integration -> plan-environments [integration-design]: the
    interfaces, the data that crosses, and the identity each call
    carries
  plan-environments -> build-and-test [test-environments]: the test
    systems, the test accounts, and the written finding on which data
    may cross
  build-and-test -> run-pilot [working-connection]: the connection
    working end to end, the cases it was run against, and every failure
    still open
  run-pilot -> set-support [pilot-findings]: what the customer hit, how
    long each problem took, and which company fixed it
  set-commercials -> build-material [commercial-terms]: the price, the
    ordering path, the invoicing side and the split, as they will
    actually run
  build-material -> train-sellers [sales-material]: the material both
    companies approved, and the claims each side may make
  train-sellers -> agree-launch [trained-sellers]: which sellers were
    trained, on what date, and what they still get wrong
  set-support -> agree-launch [support-path]: who a customer calls, who
    answers, and how a problem crosses between the companies
  agree-launch -> check-readiness [launch-plan]: the announcement, the
    date, and who says what
  check-readiness -> launch-and-watch [signed-readiness]: the readiness
    list with every item signed or waived, and the person who signed
  launch-and-watch -> hand-on [first-orders]: the first orders, how
    each one went from order to payment, and everything still broken
deviations:
  design-integration -> take-in-terms [term-not-signed]: the design
    needs an interface, a right or a piece of data the agreement does
    not grant, so the signed terms are read again and either amended or
    the scope shrinks
  plan-environments -> design-integration [data-may-not-cross]: the
    transfer finding comes back no, or yes only under conditions, so
    the design is worked again to keep the data on our side
  build-and-test -> design-integration [fails-at-volume]: the
    connection passes on test cases and fails at real load, so the
    design is worked again against what actually broke
  run-pilot -> define-offer [pilot-customer-refuses]: the pilot
    customer will not use the joint offer, so the offer is defined
    again rather than a friendlier pilot being found
  check-readiness -> build-and-test [item-not-ready]: an item on the
    readiness list is not ready, so the connection is built and tested
    again before the gate is put a second time
  check-readiness -> train-sellers [sellers-cannot-explain]: the
    sellers cannot explain the offer, so the parts they get wrong are
    trained again
  launch-and-watch -> set-commercials [orders-will-not-process]:
    ordering, invoicing or the split breaks on a real order, so the
    commercial machinery is set again while the affected orders are
    handled by hand and recorded as such
bindings:
  roster:  <who holds each role - agents claiming the abstract agents
           above, and named people for the alliances lead, the product
           lead, the engineering lead, the support lead, the finance
           partner, the sales leader and the legal reviewer>
  systems: <your partner record> (write), the obligation register
           (write), <your test environment> (write),
           the ordering system (write), the invoicing system (write),
           the support system (write), the enablement library (write),
           the partner's systems (read, cap: <n>/day)
  data:    the signed agreement <version>, the obligation register,
           <your readiness list> <version>, <your claims register>
           <version>, <your data transfer policy> <version>
policy:
  no customer data crosses to the partner before the transfer finding is
    written and <who> has signed it
  the joint offer is proved on one real customer before it is announced
  a claim neither company will stand behind does not go in the material
  the readiness gate is a human gate and is never delegated to an agent
  an item on the readiness list may be waived only by <who>, in writing,
    with the risk stated
  an obligation the agreement creates is closed by evidence, not by
    somebody saying it is done
  the first <n> orders are watched from order to payment before the
    offer is sold without supervision
measures:
  cycle time: <target> from the signed agreement to the first order
  readiness: <target> share of readiness items signed rather than waived
  volume: <integrations per period>
  quality gate: every obligation in the register is closed or explicitly
                carried forward, and no offer launches on an unsigned
                readiness list
```
Take it somewhere

Use this process in Microsoft Agent Framework

Paste this into an assistant that can read the web, such as Claude, ChatGPT or Cursor. It reads the specification and the current Agent Framework documentation, then writes two files: the workflow, and a note on what did not survive the translation. Read the note first. What a runtime cannot express is the part worth arguing about, and this process is a draft to argue with.

379 lines · the document is inside it, so nothing else is needed
Convert the business process below into a runnable Microsoft Agent Framework workflow:
one Python file with Executor classes, a WorkflowBuilder, typed edges,
request_info gates and durable checkpoint storage.

The document is a reference process written to the Agent Processes
specification. Read the specification before you start, because it defines
terms that look ordinary and are not:

  https://agentcatalog.com/spec/agent-processes

Sections 6 (the phase graph), 6.5.1 (exception edges), 6.7.1 (deviations),
7 (automation) and 8 (handoffs) are the ones this conversion turns on.

Then read the current documentation for the primitives you will need, rather
than relying on what you remember of the API:

  https://learn.microsoft.com/en-us/agent-framework/workflows/human-in-the-loop
    ctx.request_info, @response_handler, and answering a parked run later
  https://learn.microsoft.com/en-us/agent-framework/workflows/checkpoints
    what a checkpoint holds, and allowed_checkpoint_types
  https://learn.microsoft.com/en-us/agent-framework/concepts/workflows/edges
    add_edge with condition, add_fan_in_edges, add_switch_case_edge_group
  https://learn.microsoft.com/en-us/agent-framework/concepts/workflows/state
    ctx.set_state and ctx.get_state as they actually are today

WHAT THE DOCUMENT ASKS FOR

These hold wherever the process lands, and they matter more than style.

1. Each phase under `phases:` becomes one step, and keeps its name.

2. `after:` gives the edges. `after: a + b` is a join and waits for BOTH.
   Reading it as "either" is the defect the specification calls out by name.

3. Every handoff carries a key in square brackets. Each key becomes one field
   on the run's state, named exactly as the key with hyphens turned into
   underscores, and the sentence beside it becomes that field's comment. The key
   is the stable name; the sentence is prose that may be rewritten.

4. A phase MUST NOT begin before its inbound handoff exists. Where that is
   checkable, check it in the step rather than assuming it.

5. `automation: never` is a gate a person signs. The run stops there and does
   not continue until a person's decision comes back. Do not turn one into a
   notification, a log line, or an automatic transition, whatever the queue
   looks like.

6. Each line under `deviations:` is a backward or sideways edge, returning to
   the phase named on the right. The key in brackets names it, and that name
   belongs in the code.

7. A phase whose `after:` reads like "X or Y, whichever could not finish" is an
   exception edge: it is entered when those phases FAIL, not when they succeed.
   Do not wire it as an ordinary successor.

8. Anything in angle brackets is a blank the adopting organization fills in.
   Leave each one as a named constant at the top of the file with a TODO. Do not
   invent a value, a threshold or a date.

9. Record the document's `from:` line at the top of the file, so it says which
   reference process and which version it was generated from.

10. Run-scoped lines under `run-scoped:` are work that runs alongside the whole
    process rather than at one point in it, and a run may not close while one is
    unfinished. Say in the code what you did about them, including if the answer
    is that the runtime has nowhere to put them.

HOW THAT LOOKS IN MICROSOFT AGENT FRAMEWORK

11. Write for Python, and read those pages before writing a line. This API has
    moved: `set_shared_state`, `RequestInfoExecutor`, `RequestInfoMessage` and
    `send_responses_streaming` are all in the training data and none of them exist
    any more. The .NET workflow API differs in kind rather than in spelling, so a
    file written for one does not port by renaming.

12. A phase is a class deriving from `Executor` whose `super().__init__(id=...)`
    takes the phase name verbatim. The id is not cosmetic: a checkpoint stores a
    signature over the topology and the executor ids, so an id built from a run, a
    timestamp or a counter cannot be resumed into.

13. Give each phase a `@handler` method and move work on with
    `await ctx.send_message(...)`. A handler that returns without sending is a dead
    end: the branch stops, the run converges, and it reports success. So a phase
    you are deliberately leaving unimplemented must still send a placeholder
    onward. Do not stub with `raise NotImplementedError`, which fails the run
    instead of leaving it runnable.

14. `after: a` is `builder.add_edge(a, b)`. `after: a + b` is
    `builder.add_fan_in_edges([a, b], target)`, and the target's handler must be
    annotated `list[T]`, because a fan-in delivers one aggregated list rather than
    the separate messages. A handler typed for the single value is dropped as a
    mismatch with nothing raised.

15. The join is the trap here, and it is the opposite of LangGraph's. The
    barrier re-arms: it clears its buffer when it fires and then demands a fresh
    message from every source. So a deviation that re-enters ONE arm parks the
    run forever waiting for an arm that will not run again, and the workflow ends
    IDLE reporting success. Wherever a deviation re-enters one arm of a join,
    replace the barrier with an ordinary edge from each arm into a small executor
    that records each arrival with `ctx.set_state` and only forwards when every
    expected key is present, and say in a comment that putting `add_fan_in_edges`
    back reintroduces the stall.

16. A phase that is both a join target and a deviation target needs two
    handlers, one annotated `list[T]` for the barrier and one annotated `T` for the
    backward message. Write only the list handler and every backward edge into it
    is discarded as a type mismatch, silently.

17. `automation: never` is `await ctx.request_info(request_data=...,
    response_type=...)` inside the phase, answered by a `@response_handler` on the
    same executor whose annotations match those exact types. The run parks at
    `IDLE_WITH_PENDING_REQUESTS` and the host answers with
    `workflow.run(stream=True, responses={request_id: value})`. If no handler
    matches the pair, the framework logs a warning and parks anyway, so the gate
    reads as working right up until somebody asks why the approval did not take.

18. A gate is only a gate if the wait survives a restart, so pass
    `checkpoint_storage=FileCheckpointStorage(...)` to the builder. Checkpointing
    is off by default and `InMemoryCheckpointStorage` reads as configured while
    persisting nothing. Register every handoff payload type in
    `allowed_checkpoint_types`, or the first restore raises. Anything an executor
    keeps as an instance attribute is absent after a restore unless you export it
    from `on_checkpoint_save` and read it back in `on_checkpoint_restore`, and it
    comes back empty rather than missing.

19. Each line under `deviations:` is `builder.add_edge(source, earlier,
    condition=fn)` with `fn` named after the key. Cycles are legal and unchecked,
    but raise `max_iterations` well above its default of 100, because several live
    cycles will exhaust a budget sized for a straight line and fail with a message
    about convergence that reads like a broken graph. Keep the ordinary forward
    edge unconditional and add each deviation beside it: a condition that returns
    false is dropped with no event, so a forward path expressed as a condition
    dies silently on every normal run, which is most of them.

20. Handoff values go in `ctx.set_state(key, value)` and come back from
    `ctx.get_state(key)`, untyped and unchecked. A write is visible to its writer
    at once and to everyone else only in the next superstep, and two writers of one
    key in a superstep keep the last write. Never read a key in the same superstep
    another phase wrote it.

21. There are no timers, no deadlines and no scheduled wakes. Nothing in
    `run-scoped:` becomes an executor and `by:` has no expression at all, so write
    them as comments naming where they start and stop, and say plainly in the
    fidelity note that a run can close over an unfinished run-scoped line. Do not
    fake a deadline with a sleep inside a handler, which blocks the whole superstep
    barrier, and never let an expiring wait release a gate.

Produce a second file alongside it, `FIDELITY.md`, and treat it as the more
important of the two. The code is for whoever builds this. The fidelity note
is for whoever has to decide whether this platform suits the process at all,
and that is usually a different person who will never read the code.

It has three parts.

**What came across.** Briefly: how many phases became steps, how many handoff
keys became state fields, which gates stop the run, which deviations became
edges. Counts and names, not reassurance.

**What did not, and what was done instead.** One entry per gap. For each one,
say what the document requires, what the platform can actually express, what
you did in its place, and what breaks if somebody later removes your
workaround. This last part matters most: a workaround nobody understands is a
workaround somebody deletes.

**What a person still has to decide.** The blanks are not a translation
failure, they are the point of a reference process, so list what has to be
filled in before this could run against anything real, and say which of those
choices the platform constrains.

Write it in plain English for somebody who has not read the specification, and
do not soften it. A translation of a reference process is a draft to argue
with, not a build artifact, and the honest account of what was lost is the most
useful thing you will produce.

Here is the process document.

```
PROCESS: plan the integration         id: <team>/plan-the-integration   v1
from: ref/prt/plan-the-integration v1
owner: <who>                          effective: <date>
trigger: an alliance agreement is signed and its obligations are handed
         on, in <your partner record>
         watch: record=<alliance agreement>
                system=<your partner record>
                change=<a signed agreement is handed on with the
                obligations it creates>
concurrency: runs may overlap - <how many> integrations live at once,
             and one alliance is integrated by one run at a time
goal: a joint offer a customer can buy, proved on one real customer,
      with support, ordering and invoicing working and both sales teams
      able to explain it
phases:
  take-in-terms       - human: read the signed agreement and write down
                        every obligation it creates for us, what each
                        one requires, and the date it is owed by
                        owner: integration-planner    after: trigger
                        by: <days>                    automation: <level>
  name-owners         - convenes decide-and-announce: one accountable
                        person on each side, named, with the authority
                        to commit their own company's work
                        owner: <your alliances role>  after: take-in-terms
                        by: <days>                    automation: never
  define-offer        - convenes decide-and-announce: what a customer
                        actually buys, what it costs them, who they buy
                        it from, and what it does not include
                        owner: <your product role>    after: name-owners
                        by: <weeks>                   automation: <level>
  set-technical-scope - human: what has to connect, how deep it goes,
                        what stays separate, and what each side builds
                        owner: integration-planner    after: define-offer
                        by: <days>                    automation: <level>
  design-integration  - runs build-by-talent: the interfaces, the data
                        that crosses, how identity is carried, the rate
                        limits, and what happens when one side is down
                        owner: integration-planner
                        after: set-technical-scope
                        by: <weeks>                   automation: <level>
  plan-environments   - human: test systems, test accounts and test data
                        on both sides, and a written finding on which
                        customer data may cross and under which term
                        owner: supplier-check
                        after: design-integration
                        by: <days>                    automation: never
  build-and-test      - runs build-by-talent: the connection built and
                        run end to end against <n> real cases, at <your
                        expected volume>, by both engineering teams
                        owner: <your engineering role>
                        after: plan-environments
                        by: <weeks>                   automation: <level>
  run-pilot           - runs assessment: one real customer using the
                        joint offer, with both companies watching, and
                        every failure recorded rather than fixed quietly
                        owner: integration-planner    after: build-and-test
                        by: <weeks>                   automation: <level>
  set-support         - convenes decide-and-announce: who a customer
                        calls, who answers first, how a problem crosses
                        to the other company, and how fast it must move
                        owner: <your support role>    after: run-pilot
                        by: <days>                    automation: <level>
  set-commercials     - human: the price, how an order is placed, who
                        invoices the customer, how the split is paid,
                        and how each side sees what it is owed
                        owner: deal-structurer        after: define-offer
                        by: <weeks>                   automation: <level>
  build-material      - runs build-by-talent: what a seller says, shows
                        and sends, agreed by both companies, with the
                        claims each side is allowed to make
                        owner: <your product role>  after: set-commercials
                        by: <weeks>                   automation: <level>
  train-sellers       - convenes briefing: both sales teams hear the
                        same offer, the same price, the same limits, and
                        practise the parts they get wrong
                        owner: <your sales leadership role>
                        after: build-material
                        by: <weeks>                   automation: <level>
  agree-launch        - convenes decide-and-announce: the announcement,
                        the date, who says what, and what neither side
                        says before that date
                        owner: <your alliances role>
                        after: set-support + train-sellers
                        by: <days>                    automation: <level>
  check-readiness     - convenes approval: every item on <your readiness
                        list> checked, and <who> signs that the offer
                        may be sold
                        owner: <your alliances role>  after: agree-launch
                        by: <days>                    automation: never
  launch-and-watch    - human: the announcement goes out, the first
                        orders run through the new path, and each one is
                        watched from order to invoice to payment
                        owner: partner-manager      after: check-readiness
                        by: <weeks>                   automation: <level>
  hand-on             - convenes debrief: what the integration cost,
                        what still does not work, and the alliance
                        handed to whoever manages it from here
                        owner: partner-manager    after: launch-and-watch
                        by: <days>                    automation: <level>
run-scoped:
  obligations - runs allocate-and-reconcile     owner: partner-manager
                from: take-in-terms   until: run close
  joint-status - runs roll-call                 owner: integration-planner
                 every: <cadence>
                 from: name-owners    until: run close
handoffs:
  take-in-terms -> name-owners [signed-obligations]: every obligation
    the agreement creates, with what it requires and the date it is
    owed by
  name-owners -> define-offer [named-owners]: the named owner on each
    side, what each may commit, and how the two of them meet
  define-offer -> set-technical-scope [joint-offer]: what the customer
    buys, at what price, from whom, and what is deliberately not in it
  define-offer -> set-commercials [offer-for-pricing]: the same offer,
    so the price and the ordering path are built for what is actually
    sold
  set-technical-scope -> design-integration [technical-scope]: what
    connects, how deep, what stays separate, and which side builds each
    piece
  design-integration -> plan-environments [integration-design]: the
    interfaces, the data that crosses, and the identity each call
    carries
  plan-environments -> build-and-test [test-environments]: the test
    systems, the test accounts, and the written finding on which data
    may cross
  build-and-test -> run-pilot [working-connection]: the connection
    working end to end, the cases it was run against, and every failure
    still open
  run-pilot -> set-support [pilot-findings]: what the customer hit, how
    long each problem took, and which company fixed it
  set-commercials -> build-material [commercial-terms]: the price, the
    ordering path, the invoicing side and the split, as they will
    actually run
  build-material -> train-sellers [sales-material]: the material both
    companies approved, and the claims each side may make
  train-sellers -> agree-launch [trained-sellers]: which sellers were
    trained, on what date, and what they still get wrong
  set-support -> agree-launch [support-path]: who a customer calls, who
    answers, and how a problem crosses between the companies
  agree-launch -> check-readiness [launch-plan]: the announcement, the
    date, and who says what
  check-readiness -> launch-and-watch [signed-readiness]: the readiness
    list with every item signed or waived, and the person who signed
  launch-and-watch -> hand-on [first-orders]: the first orders, how
    each one went from order to payment, and everything still broken
deviations:
  design-integration -> take-in-terms [term-not-signed]: the design
    needs an interface, a right or a piece of data the agreement does
    not grant, so the signed terms are read again and either amended or
    the scope shrinks
  plan-environments -> design-integration [data-may-not-cross]: the
    transfer finding comes back no, or yes only under conditions, so
    the design is worked again to keep the data on our side
  build-and-test -> design-integration [fails-at-volume]: the
    connection passes on test cases and fails at real load, so the
    design is worked again against what actually broke
  run-pilot -> define-offer [pilot-customer-refuses]: the pilot
    customer will not use the joint offer, so the offer is defined
    again rather than a friendlier pilot being found
  check-readiness -> build-and-test [item-not-ready]: an item on the
    readiness list is not ready, so the connection is built and tested
    again before the gate is put a second time
  check-readiness -> train-sellers [sellers-cannot-explain]: the
    sellers cannot explain the offer, so the parts they get wrong are
    trained again
  launch-and-watch -> set-commercials [orders-will-not-process]:
    ordering, invoicing or the split breaks on a real order, so the
    commercial machinery is set again while the affected orders are
    handled by hand and recorded as such
bindings:
  roster:  <who holds each role - agents claiming the abstract agents
           above, and named people for the alliances lead, the product
           lead, the engineering lead, the support lead, the finance
           partner, the sales leader and the legal reviewer>
  systems: <your partner record> (write), the obligation register
           (write), <your test environment> (write),
           the ordering system (write), the invoicing system (write),
           the support system (write), the enablement library (write),
           the partner's systems (read, cap: <n>/day)
  data:    the signed agreement <version>, the obligation register,
           <your readiness list> <version>, <your claims register>
           <version>, <your data transfer policy> <version>
policy:
  no customer data crosses to the partner before the transfer finding is
    written and <who> has signed it
  the joint offer is proved on one real customer before it is announced
  a claim neither company will stand behind does not go in the material
  the readiness gate is a human gate and is never delegated to an agent
  an item on the readiness list may be waived only by <who>, in writing,
    with the risk stated
  an obligation the agreement creates is closed by evidence, not by
    somebody saying it is done
  the first <n> orders are watched from order to payment before the
    offer is sold without supervision
measures:
  cycle time: <target> from the signed agreement to the first order
  readiness: <target> share of readiness items signed rather than waived
  volume: <integrations per period>
  quality gate: every obligation in the register is closed or explicitly
                carried forward, and no offer launches on an unsigned
                readiness list
```
Take it somewhere

Use this process in CrewAI Flows

Paste this into an assistant that can read the web, such as Claude, ChatGPT or Cursor. It reads the specification and the current CrewAI documentation, then writes two files: the flow, and a note on what did not survive the translation. Read the note first. What a runtime cannot express is the part worth arguing about, and this process is a draft to argue with.

384 lines · the document is inside it, so nothing else is needed
Convert the business process below into a runnable CrewAI Flow:
one Python file with a Pydantic state model, one Flow subclass, @start,
@listen, @router and a durable human feedback provider.

The document is a reference process written to the Agent Processes
specification. Read the specification before you start, because it defines
terms that look ordinary and are not:

  https://agentcatalog.com/spec/agent-processes

Sections 6 (the phase graph), 6.5.1 (exception edges), 6.7.1 (deviations),
7 (automation) and 8 (handoffs) are the ones this conversion turns on.

Then read the current documentation for the primitives you will need, rather
than relying on what you remember of the API:

  https://docs.crewai.com/en/concepts/flows
    Flow, @start, @listen, @router, and_, or_, state, kickoff, plot
  https://docs.crewai.com/en/learn/human-feedback-in-flows
    @human_feedback, the provider protocol, from_pending and resume
  https://docs.crewai.com/en/guides/flows/mastering-flow-state
    @persist and what persistence actually promises, which is less than it sounds

WHAT THE DOCUMENT ASKS FOR

These hold wherever the process lands, and they matter more than style.

1. Each phase under `phases:` becomes one step, and keeps its name.

2. `after:` gives the edges. `after: a + b` is a join and waits for BOTH.
   Reading it as "either" is the defect the specification calls out by name.

3. Every handoff carries a key in square brackets. Each key becomes one field
   on the run's state, named exactly as the key with hyphens turned into
   underscores, and the sentence beside it becomes that field's comment. The key
   is the stable name; the sentence is prose that may be rewritten.

4. A phase MUST NOT begin before its inbound handoff exists. Where that is
   checkable, check it in the step rather than assuming it.

5. `automation: never` is a gate a person signs. The run stops there and does
   not continue until a person's decision comes back. Do not turn one into a
   notification, a log line, or an automatic transition, whatever the queue
   looks like.

6. Each line under `deviations:` is a backward or sideways edge, returning to
   the phase named on the right. The key in brackets names it, and that name
   belongs in the code.

7. A phase whose `after:` reads like "X or Y, whichever could not finish" is an
   exception edge: it is entered when those phases FAIL, not when they succeed.
   Do not wire it as an ordinary successor.

8. Anything in angle brackets is a blank the adopting organization fills in.
   Leave each one as a named constant at the top of the file with a TODO. Do not
   invent a value, a threshold or a date.

9. Record the document's `from:` line at the top of the file, so it says which
   reference process and which version it was generated from.

10. Run-scoped lines under `run-scoped:` are work that runs alongside the whole
    process rather than at one point in it, and a run may not close while one is
    unfinished. Say in the code what you did about them, including if the answer
    is that the runtime has nowhere to put them.

HOW THAT LOOKS IN CREWAI FLOWS

11. Build a Flow, not a Crew. A Crew is a team of roles with no graph, no join,
    no persistence handle and no gate, and cannot express this document at all.
    Each phase is one method on a single `Flow` subclass, keeping its name with
    hyphens turned into underscores. A phase that genuinely needs role-based agents
    builds its own Crew inside its own method body, and the Flow stays the graph.

12. Declare the state as a Pydantic model bound as the type parameter,
    `class NegotiateTheAgreement(Flow[NegotiationState])`, and read and write
    `self.state.field`. Never use the untyped dict form: the handoff keys are this
    process's memory, and an untyped dict turns a misspelt key into a handoff that
    is silently absent. Keep the auto-injected `id` field, which is what every
    resume depends on.

13. `after: a` is `@listen(a)`. `after: a + b` is `@listen(and_(a, b))`. Never
    write `or_` where the document writes `+`.

14. Check every inbound handoff at the top of the method and raise if one is
    missing. `@listen` says when a method may run and says nothing about what is
    in hand when it does.

15. The join is the trap, and it is proven rather than theoretical. `and_()`
    empties its accumulator the moment it fires, so re-entering BOTH arms works
    forever, and re-entering ONE arm after it has fired leaves it holding a single
    trigger and waiting for the other for good. The cascade drains, CrewAI prints
    that the flow completed, and `kickoff()` returns normally. So for any joining
    phase that a deviation can send work back into, do not use `and_()` at all:
    make the join a `@router` that both arms trigger, which reads the state fields
    and emits its label only when every inbound handoff is present. A router is
    re-evaluated against durable state every time and is never suppressed by the
    once-fired set.

16. Do not write a phase as `@listen(or_(and_(a, b), "some_label"))`. There is
    one accumulator per listener, shared across every branch of its condition and
    wiped when any branch satisfies, so the label firing while the join is half
    full erases the arm that had already arrived.

17. `automation: never` is `@human_feedback(message=..., provider=...)` stacked
    under the method's `@listen`, with a provider whose `request_feedback` raises
    `HumanFeedbackPending`. The run then persists, returns that object from
    `kickoff()`, and a different process answers later with `from_pending(flow_id,
    persistence)` and `resume(text)`. Do not take the default `ConsoleProvider`,
    which calls `input()`: that gate exists only while somebody is watching a
    terminal, and a run started by a scheduler either hangs or takes an empty
    string.

18. Silence must not approve, and the platform's default is that it does. With
    `emit=[...]` set, an empty resume collapses to `default_outcome`, or to the
    first label when that is unset, with no model consulted and nobody named. Treat
    an empty or unrecognised answer as a refusal in your own router. And write the
    approver's name and the time onto the state yourself, because
    `HumanFeedbackResult` carries the text, the outcome and a timestamp but has no
    field for the person, which the specification requires.

19. Each line under `deviations:` is a `@router` named after the key, returning
    a label named after the same key, with the target subscribing as
    `@listen(or_(normal_trigger, "the_label"))`. Route rather than listen
    directly, because a router is re-evaluated on every cycle while a top-level
    `or_` listener is suppressed after it first fires.

20. An exception edge is a `try` and `except` around the failing phase's body,
    recording the failure on the state and emitting an exception label from a
    router. Wiring it as `@listen(or_(x, y))` fires when those phases SUCCEED, so
    the clearing phase would run on every healthy run.

21. An unimplemented phase is a method with the document's own sentence as its
    docstring and a bare `pass`, which is safe because listeners still fire on a
    `None` return. An unimplemented `@router` is not safe: returning `None` emits
    no label, every phase below it disappears from the run including the gates, and
    the flow reports success. A stub router must return a hard-coded label with a
    TODO beside it, or raise.

22. Turn persistence on with `@persist(SQLiteFlowPersistence(...))`, then treat
    every phase that performs a real act as something that will run twice.
    Persistence saves the state fields and nothing else, so a restart rehydrates
    the data and runs the graph again from `@start`: a flow that had already sent a
    written refusal sends a second one. Guard each acting phase with a state field
    it checks and sets.

23. There are no timers, no deadlines and no cadences, and `run-scoped:` has no
    counterpart at all. Put each `by:` value as a named constant, name the
    run-scoped lines in the module docstring as unimplemented obligations, and say
    in the fidelity note that no deadline in this document is enforced by anything.
    These absences produce no diagnostic whatsoever, which is exactly why they have
    to be written down.

Produce a second file alongside it, `FIDELITY.md`, and treat it as the more
important of the two. The code is for whoever builds this. The fidelity note
is for whoever has to decide whether this platform suits the process at all,
and that is usually a different person who will never read the code.

It has three parts.

**What came across.** Briefly: how many phases became steps, how many handoff
keys became state fields, which gates stop the run, which deviations became
edges. Counts and names, not reassurance.

**What did not, and what was done instead.** One entry per gap. For each one,
say what the document requires, what the platform can actually express, what
you did in its place, and what breaks if somebody later removes your
workaround. This last part matters most: a workaround nobody understands is a
workaround somebody deletes.

**What a person still has to decide.** The blanks are not a translation
failure, they are the point of a reference process, so list what has to be
filled in before this could run against anything real, and say which of those
choices the platform constrains.

Write it in plain English for somebody who has not read the specification, and
do not soften it. A translation of a reference process is a draft to argue
with, not a build artifact, and the honest account of what was lost is the most
useful thing you will produce.

Here is the process document.

```
PROCESS: plan the integration         id: <team>/plan-the-integration   v1
from: ref/prt/plan-the-integration v1
owner: <who>                          effective: <date>
trigger: an alliance agreement is signed and its obligations are handed
         on, in <your partner record>
         watch: record=<alliance agreement>
                system=<your partner record>
                change=<a signed agreement is handed on with the
                obligations it creates>
concurrency: runs may overlap - <how many> integrations live at once,
             and one alliance is integrated by one run at a time
goal: a joint offer a customer can buy, proved on one real customer,
      with support, ordering and invoicing working and both sales teams
      able to explain it
phases:
  take-in-terms       - human: read the signed agreement and write down
                        every obligation it creates for us, what each
                        one requires, and the date it is owed by
                        owner: integration-planner    after: trigger
                        by: <days>                    automation: <level>
  name-owners         - convenes decide-and-announce: one accountable
                        person on each side, named, with the authority
                        to commit their own company's work
                        owner: <your alliances role>  after: take-in-terms
                        by: <days>                    automation: never
  define-offer        - convenes decide-and-announce: what a customer
                        actually buys, what it costs them, who they buy
                        it from, and what it does not include
                        owner: <your product role>    after: name-owners
                        by: <weeks>                   automation: <level>
  set-technical-scope - human: what has to connect, how deep it goes,
                        what stays separate, and what each side builds
                        owner: integration-planner    after: define-offer
                        by: <days>                    automation: <level>
  design-integration  - runs build-by-talent: the interfaces, the data
                        that crosses, how identity is carried, the rate
                        limits, and what happens when one side is down
                        owner: integration-planner
                        after: set-technical-scope
                        by: <weeks>                   automation: <level>
  plan-environments   - human: test systems, test accounts and test data
                        on both sides, and a written finding on which
                        customer data may cross and under which term
                        owner: supplier-check
                        after: design-integration
                        by: <days>                    automation: never
  build-and-test      - runs build-by-talent: the connection built and
                        run end to end against <n> real cases, at <your
                        expected volume>, by both engineering teams
                        owner: <your engineering role>
                        after: plan-environments
                        by: <weeks>                   automation: <level>
  run-pilot           - runs assessment: one real customer using the
                        joint offer, with both companies watching, and
                        every failure recorded rather than fixed quietly
                        owner: integration-planner    after: build-and-test
                        by: <weeks>                   automation: <level>
  set-support         - convenes decide-and-announce: who a customer
                        calls, who answers first, how a problem crosses
                        to the other company, and how fast it must move
                        owner: <your support role>    after: run-pilot
                        by: <days>                    automation: <level>
  set-commercials     - human: the price, how an order is placed, who
                        invoices the customer, how the split is paid,
                        and how each side sees what it is owed
                        owner: deal-structurer        after: define-offer
                        by: <weeks>                   automation: <level>
  build-material      - runs build-by-talent: what a seller says, shows
                        and sends, agreed by both companies, with the
                        claims each side is allowed to make
                        owner: <your product role>  after: set-commercials
                        by: <weeks>                   automation: <level>
  train-sellers       - convenes briefing: both sales teams hear the
                        same offer, the same price, the same limits, and
                        practise the parts they get wrong
                        owner: <your sales leadership role>
                        after: build-material
                        by: <weeks>                   automation: <level>
  agree-launch        - convenes decide-and-announce: the announcement,
                        the date, who says what, and what neither side
                        says before that date
                        owner: <your alliances role>
                        after: set-support + train-sellers
                        by: <days>                    automation: <level>
  check-readiness     - convenes approval: every item on <your readiness
                        list> checked, and <who> signs that the offer
                        may be sold
                        owner: <your alliances role>  after: agree-launch
                        by: <days>                    automation: never
  launch-and-watch    - human: the announcement goes out, the first
                        orders run through the new path, and each one is
                        watched from order to invoice to payment
                        owner: partner-manager      after: check-readiness
                        by: <weeks>                   automation: <level>
  hand-on             - convenes debrief: what the integration cost,
                        what still does not work, and the alliance
                        handed to whoever manages it from here
                        owner: partner-manager    after: launch-and-watch
                        by: <days>                    automation: <level>
run-scoped:
  obligations - runs allocate-and-reconcile     owner: partner-manager
                from: take-in-terms   until: run close
  joint-status - runs roll-call                 owner: integration-planner
                 every: <cadence>
                 from: name-owners    until: run close
handoffs:
  take-in-terms -> name-owners [signed-obligations]: every obligation
    the agreement creates, with what it requires and the date it is
    owed by
  name-owners -> define-offer [named-owners]: the named owner on each
    side, what each may commit, and how the two of them meet
  define-offer -> set-technical-scope [joint-offer]: what the customer
    buys, at what price, from whom, and what is deliberately not in it
  define-offer -> set-commercials [offer-for-pricing]: the same offer,
    so the price and the ordering path are built for what is actually
    sold
  set-technical-scope -> design-integration [technical-scope]: what
    connects, how deep, what stays separate, and which side builds each
    piece
  design-integration -> plan-environments [integration-design]: the
    interfaces, the data that crosses, and the identity each call
    carries
  plan-environments -> build-and-test [test-environments]: the test
    systems, the test accounts, and the written finding on which data
    may cross
  build-and-test -> run-pilot [working-connection]: the connection
    working end to end, the cases it was run against, and every failure
    still open
  run-pilot -> set-support [pilot-findings]: what the customer hit, how
    long each problem took, and which company fixed it
  set-commercials -> build-material [commercial-terms]: the price, the
    ordering path, the invoicing side and the split, as they will
    actually run
  build-material -> train-sellers [sales-material]: the material both
    companies approved, and the claims each side may make
  train-sellers -> agree-launch [trained-sellers]: which sellers were
    trained, on what date, and what they still get wrong
  set-support -> agree-launch [support-path]: who a customer calls, who
    answers, and how a problem crosses between the companies
  agree-launch -> check-readiness [launch-plan]: the announcement, the
    date, and who says what
  check-readiness -> launch-and-watch [signed-readiness]: the readiness
    list with every item signed or waived, and the person who signed
  launch-and-watch -> hand-on [first-orders]: the first orders, how
    each one went from order to payment, and everything still broken
deviations:
  design-integration -> take-in-terms [term-not-signed]: the design
    needs an interface, a right or a piece of data the agreement does
    not grant, so the signed terms are read again and either amended or
    the scope shrinks
  plan-environments -> design-integration [data-may-not-cross]: the
    transfer finding comes back no, or yes only under conditions, so
    the design is worked again to keep the data on our side
  build-and-test -> design-integration [fails-at-volume]: the
    connection passes on test cases and fails at real load, so the
    design is worked again against what actually broke
  run-pilot -> define-offer [pilot-customer-refuses]: the pilot
    customer will not use the joint offer, so the offer is defined
    again rather than a friendlier pilot being found
  check-readiness -> build-and-test [item-not-ready]: an item on the
    readiness list is not ready, so the connection is built and tested
    again before the gate is put a second time
  check-readiness -> train-sellers [sellers-cannot-explain]: the
    sellers cannot explain the offer, so the parts they get wrong are
    trained again
  launch-and-watch -> set-commercials [orders-will-not-process]:
    ordering, invoicing or the split breaks on a real order, so the
    commercial machinery is set again while the affected orders are
    handled by hand and recorded as such
bindings:
  roster:  <who holds each role - agents claiming the abstract agents
           above, and named people for the alliances lead, the product
           lead, the engineering lead, the support lead, the finance
           partner, the sales leader and the legal reviewer>
  systems: <your partner record> (write), the obligation register
           (write), <your test environment> (write),
           the ordering system (write), the invoicing system (write),
           the support system (write), the enablement library (write),
           the partner's systems (read, cap: <n>/day)
  data:    the signed agreement <version>, the obligation register,
           <your readiness list> <version>, <your claims register>
           <version>, <your data transfer policy> <version>
policy:
  no customer data crosses to the partner before the transfer finding is
    written and <who> has signed it
  the joint offer is proved on one real customer before it is announced
  a claim neither company will stand behind does not go in the material
  the readiness gate is a human gate and is never delegated to an agent
  an item on the readiness list may be waived only by <who>, in writing,
    with the risk stated
  an obligation the agreement creates is closed by evidence, not by
    somebody saying it is done
  the first <n> orders are watched from order to payment before the
    offer is sold without supervision
measures:
  cycle time: <target> from the signed agreement to the first order
  readiness: <target> share of readiness items signed rather than waived
  volume: <integrations per period>
  quality gate: every obligation in the register is closed or explicitly
                carried forward, and no offer launches on an unsigned
                readiness list
```
Take it somewhere

Use this process in Google ADK

Paste this into an assistant that can read the web, such as Claude, ChatGPT or Cursor. It reads the specification and the current ADK documentation, then writes two files: the workflow, and a note on what did not survive the translation. Read the note first. What a runtime cannot express is the part worth arguing about, and this process is a draft to argue with.

375 lines · the document is inside it, so nothing else is needed
Convert the business process below into a runnable Google ADK workflow:
one Python file with a Workflow, nodes, routed edges, a JoinNode,
RequestInput gates and a persisting session service.

The document is a reference process written to the Agent Processes
specification. Read the specification before you start, because it defines
terms that look ordinary and are not:

  https://agentcatalog.com/spec/agent-processes

Sections 6 (the phase graph), 6.5.1 (exception edges), 6.7.1 (deviations),
7 (automation) and 8 (handoffs) are the ones this conversion turns on.

Then read the current documentation for the primitives you will need, rather
than relying on what you remember of the API:

  https://adk.dev/graphs/routes/
    nodes, tuple chains, Event(route=), JoinNode, back-edges
  https://adk.dev/graphs/human-input/
    RequestInput and the rerun_on_resume handoff
  https://adk.dev/runtime/resume/
    ResumabilityConfig, resuming by invocation id, at-least-once tools
  https://adk.dev/graphs/data-handling/
    Event.output against state, and the selector syntax in instructions

WHAT THE DOCUMENT ASKS FOR

These hold wherever the process lands, and they matter more than style.

1. Each phase under `phases:` becomes one step, and keeps its name.

2. `after:` gives the edges. `after: a + b` is a join and waits for BOTH.
   Reading it as "either" is the defect the specification calls out by name.

3. Every handoff carries a key in square brackets. Each key becomes one field
   on the run's state, named exactly as the key with hyphens turned into
   underscores, and the sentence beside it becomes that field's comment. The key
   is the stable name; the sentence is prose that may be rewritten.

4. A phase MUST NOT begin before its inbound handoff exists. Where that is
   checkable, check it in the step rather than assuming it.

5. `automation: never` is a gate a person signs. The run stops there and does
   not continue until a person's decision comes back. Do not turn one into a
   notification, a log line, or an automatic transition, whatever the queue
   looks like.

6. Each line under `deviations:` is a backward or sideways edge, returning to
   the phase named on the right. The key in brackets names it, and that name
   belongs in the code.

7. A phase whose `after:` reads like "X or Y, whichever could not finish" is an
   exception edge: it is entered when those phases FAIL, not when they succeed.
   Do not wire it as an ordinary successor.

8. Anything in angle brackets is a blank the adopting organization fills in.
   Leave each one as a named constant at the top of the file with a TODO. Do not
   invent a value, a threshold or a date.

9. Record the document's `from:` line at the top of the file, so it says which
   reference process and which version it was generated from.

10. Run-scoped lines under `run-scoped:` are work that runs alongside the whole
    process rather than at one point in it, and a run may not close while one is
    unfinished. Say in the code what you did about them, including if the answer
    is that the runtime has nowhere to put them.

HOW THAT LOOKS IN GOOGLE ADK

11. Build a `Workflow` from `google.adk.workflow`, and pin `google-adk>=2.0` in
    a comment. Do not use `SequentialAgent`, `ParallelAgent` or `LoopAgent`: they
    are deprecated in favour of the graph, and they carry their own defects around
    state and control flow. The documentation moved to adk.dev, and anything you
    remember about nesting agents rather than drawing a graph is out of date.

12. Each phase is one node keeping its name. Take the node kind from how the
    phase resolves rather than from taste: a `human:` or `system:` phase is a plain
    Python function node, and a `runs` or `convenes` phase is an `Agent`.

13. `after:` gives the edges, written as tuple chains in `edges=[...]`, and the
    trigger is the `"START"` keyword. Take the order only from `after:` lines and
    never from the order the phases are listed in.

14. `after: a + b` is a `JoinNode`, and it must be guarded, because this is the
    worst trap of any runtime here. The join fires when every static predecessor is
    marked COMPLETED, nothing ever un-completes a node, and stored outputs are
    never cleared. So after a deviation re-runs one arm, the join fires the instant
    that arm finishes and hands the next phase LAST PASS'S value for every arm that
    did not re-run. It does not stall, it proceeds with stale data, and nothing
    logs. Stamp each arm's output with a pass counter or a content hash, and have
    the phase after the join compare the stamps and refuse to run when they
    disagree.

15. Each line under `deviations:` is a routed back-edge: a router after the
    phase on the left returning `Event(route=...)`, named after the key in
    brackets, with one arm going back to the phase on the right and one going
    forward. An unconditional cycle raises at construction, which is the one place
    this model checks your work. Nothing budgets a routed cycle, so add your own
    count and stop rather than looping forever.

16. Give every router an explicit `DEFAULT_ROUTE` arm, and route it to a phase
    that stops and asks a person. A route value matching no key writes a log
    warning, ends that branch, and lets the run finish reporting success with the
    rest of the process never having happened.

17. `automation: never` is a `RequestInput` node of its own, never an `Agent`
    asking a question. Decorate it `@node(rerun_on_resume=False)` and yield
    `RequestInput(message=..., payload=..., response_schema=...)`, so the run
    stops, persists, and delivers the person's answer to the node's successor as
    its typed input. A resumed workflow runs its tools at least once, so any
    irreversible act needs its own duplicate guard.

18. Make the gates durable or say plainly that they are not. Wrap the graph in
    `App(..., resumability_config=ResumabilityConfig(is_resumable=True))` and pass
    a persisting session service, never the in-memory one. Note in the file that
    the command line and the web UI cannot resume a run, so whoever releases these
    gates needs an operator surface that somebody has to write.

19. Every `Agent` in the graph gets `mode="single_turn"` and no `sub_agents`.
    A non-empty `sub_agents` list silently adds a transfer tool, and a model that
    uses it runs a different agent in this node's place while the graph's outgoing
    edge fires on schedule regardless: the topology is honoured perfectly and the
    work belongs to somebody else.

20. Model failure as a route, not as an exception. A node that raises does not
    propagate: the failure is caught, recorded, and shuts the workflow down without
    raising to the caller. So a phase that can fail catches its own failure and
    returns `Event(route="could-not-finish")`, and the exception phase hangs off
    that arm.

21. Keep every blank as a named module-level constant and never interpolate one
    into an `instruction=` string. Angle brackets and curly braces are ADK's own
    data selector syntax inside instructions, so a blank pasted verbatim stops
    being a blank and becomes a selector.

22. `by:` and `not-before:` have no expression, and `@node(timeout=)` is not
    one: it is an in-process wall clock that cancels the node and, because failures
    are swallowed, ends the run silently rather than recording a missed deadline.
    Nothing in `run-scoped:` has an expression either, and it must not be faked as
    an ordinary node, because a node has to be reached and has to finish before
    anything downstream starts, which is the opposite of what those lines mean.
    Leave both out of the graph and name them in the fidelity note.

Produce a second file alongside it, `FIDELITY.md`, and treat it as the more
important of the two. The code is for whoever builds this. The fidelity note
is for whoever has to decide whether this platform suits the process at all,
and that is usually a different person who will never read the code.

It has three parts.

**What came across.** Briefly: how many phases became steps, how many handoff
keys became state fields, which gates stop the run, which deviations became
edges. Counts and names, not reassurance.

**What did not, and what was done instead.** One entry per gap. For each one,
say what the document requires, what the platform can actually express, what
you did in its place, and what breaks if somebody later removes your
workaround. This last part matters most: a workaround nobody understands is a
workaround somebody deletes.

**What a person still has to decide.** The blanks are not a translation
failure, they are the point of a reference process, so list what has to be
filled in before this could run against anything real, and say which of those
choices the platform constrains.

Write it in plain English for somebody who has not read the specification, and
do not soften it. A translation of a reference process is a draft to argue
with, not a build artifact, and the honest account of what was lost is the most
useful thing you will produce.

Here is the process document.

```
PROCESS: plan the integration         id: <team>/plan-the-integration   v1
from: ref/prt/plan-the-integration v1
owner: <who>                          effective: <date>
trigger: an alliance agreement is signed and its obligations are handed
         on, in <your partner record>
         watch: record=<alliance agreement>
                system=<your partner record>
                change=<a signed agreement is handed on with the
                obligations it creates>
concurrency: runs may overlap - <how many> integrations live at once,
             and one alliance is integrated by one run at a time
goal: a joint offer a customer can buy, proved on one real customer,
      with support, ordering and invoicing working and both sales teams
      able to explain it
phases:
  take-in-terms       - human: read the signed agreement and write down
                        every obligation it creates for us, what each
                        one requires, and the date it is owed by
                        owner: integration-planner    after: trigger
                        by: <days>                    automation: <level>
  name-owners         - convenes decide-and-announce: one accountable
                        person on each side, named, with the authority
                        to commit their own company's work
                        owner: <your alliances role>  after: take-in-terms
                        by: <days>                    automation: never
  define-offer        - convenes decide-and-announce: what a customer
                        actually buys, what it costs them, who they buy
                        it from, and what it does not include
                        owner: <your product role>    after: name-owners
                        by: <weeks>                   automation: <level>
  set-technical-scope - human: what has to connect, how deep it goes,
                        what stays separate, and what each side builds
                        owner: integration-planner    after: define-offer
                        by: <days>                    automation: <level>
  design-integration  - runs build-by-talent: the interfaces, the data
                        that crosses, how identity is carried, the rate
                        limits, and what happens when one side is down
                        owner: integration-planner
                        after: set-technical-scope
                        by: <weeks>                   automation: <level>
  plan-environments   - human: test systems, test accounts and test data
                        on both sides, and a written finding on which
                        customer data may cross and under which term
                        owner: supplier-check
                        after: design-integration
                        by: <days>                    automation: never
  build-and-test      - runs build-by-talent: the connection built and
                        run end to end against <n> real cases, at <your
                        expected volume>, by both engineering teams
                        owner: <your engineering role>
                        after: plan-environments
                        by: <weeks>                   automation: <level>
  run-pilot           - runs assessment: one real customer using the
                        joint offer, with both companies watching, and
                        every failure recorded rather than fixed quietly
                        owner: integration-planner    after: build-and-test
                        by: <weeks>                   automation: <level>
  set-support         - convenes decide-and-announce: who a customer
                        calls, who answers first, how a problem crosses
                        to the other company, and how fast it must move
                        owner: <your support role>    after: run-pilot
                        by: <days>                    automation: <level>
  set-commercials     - human: the price, how an order is placed, who
                        invoices the customer, how the split is paid,
                        and how each side sees what it is owed
                        owner: deal-structurer        after: define-offer
                        by: <weeks>                   automation: <level>
  build-material      - runs build-by-talent: what a seller says, shows
                        and sends, agreed by both companies, with the
                        claims each side is allowed to make
                        owner: <your product role>  after: set-commercials
                        by: <weeks>                   automation: <level>
  train-sellers       - convenes briefing: both sales teams hear the
                        same offer, the same price, the same limits, and
                        practise the parts they get wrong
                        owner: <your sales leadership role>
                        after: build-material
                        by: <weeks>                   automation: <level>
  agree-launch        - convenes decide-and-announce: the announcement,
                        the date, who says what, and what neither side
                        says before that date
                        owner: <your alliances role>
                        after: set-support + train-sellers
                        by: <days>                    automation: <level>
  check-readiness     - convenes approval: every item on <your readiness
                        list> checked, and <who> signs that the offer
                        may be sold
                        owner: <your alliances role>  after: agree-launch
                        by: <days>                    automation: never
  launch-and-watch    - human: the announcement goes out, the first
                        orders run through the new path, and each one is
                        watched from order to invoice to payment
                        owner: partner-manager      after: check-readiness
                        by: <weeks>                   automation: <level>
  hand-on             - convenes debrief: what the integration cost,
                        what still does not work, and the alliance
                        handed to whoever manages it from here
                        owner: partner-manager    after: launch-and-watch
                        by: <days>                    automation: <level>
run-scoped:
  obligations - runs allocate-and-reconcile     owner: partner-manager
                from: take-in-terms   until: run close
  joint-status - runs roll-call                 owner: integration-planner
                 every: <cadence>
                 from: name-owners    until: run close
handoffs:
  take-in-terms -> name-owners [signed-obligations]: every obligation
    the agreement creates, with what it requires and the date it is
    owed by
  name-owners -> define-offer [named-owners]: the named owner on each
    side, what each may commit, and how the two of them meet
  define-offer -> set-technical-scope [joint-offer]: what the customer
    buys, at what price, from whom, and what is deliberately not in it
  define-offer -> set-commercials [offer-for-pricing]: the same offer,
    so the price and the ordering path are built for what is actually
    sold
  set-technical-scope -> design-integration [technical-scope]: what
    connects, how deep, what stays separate, and which side builds each
    piece
  design-integration -> plan-environments [integration-design]: the
    interfaces, the data that crosses, and the identity each call
    carries
  plan-environments -> build-and-test [test-environments]: the test
    systems, the test accounts, and the written finding on which data
    may cross
  build-and-test -> run-pilot [working-connection]: the connection
    working end to end, the cases it was run against, and every failure
    still open
  run-pilot -> set-support [pilot-findings]: what the customer hit, how
    long each problem took, and which company fixed it
  set-commercials -> build-material [commercial-terms]: the price, the
    ordering path, the invoicing side and the split, as they will
    actually run
  build-material -> train-sellers [sales-material]: the material both
    companies approved, and the claims each side may make
  train-sellers -> agree-launch [trained-sellers]: which sellers were
    trained, on what date, and what they still get wrong
  set-support -> agree-launch [support-path]: who a customer calls, who
    answers, and how a problem crosses between the companies
  agree-launch -> check-readiness [launch-plan]: the announcement, the
    date, and who says what
  check-readiness -> launch-and-watch [signed-readiness]: the readiness
    list with every item signed or waived, and the person who signed
  launch-and-watch -> hand-on [first-orders]: the first orders, how
    each one went from order to payment, and everything still broken
deviations:
  design-integration -> take-in-terms [term-not-signed]: the design
    needs an interface, a right or a piece of data the agreement does
    not grant, so the signed terms are read again and either amended or
    the scope shrinks
  plan-environments -> design-integration [data-may-not-cross]: the
    transfer finding comes back no, or yes only under conditions, so
    the design is worked again to keep the data on our side
  build-and-test -> design-integration [fails-at-volume]: the
    connection passes on test cases and fails at real load, so the
    design is worked again against what actually broke
  run-pilot -> define-offer [pilot-customer-refuses]: the pilot
    customer will not use the joint offer, so the offer is defined
    again rather than a friendlier pilot being found
  check-readiness -> build-and-test [item-not-ready]: an item on the
    readiness list is not ready, so the connection is built and tested
    again before the gate is put a second time
  check-readiness -> train-sellers [sellers-cannot-explain]: the
    sellers cannot explain the offer, so the parts they get wrong are
    trained again
  launch-and-watch -> set-commercials [orders-will-not-process]:
    ordering, invoicing or the split breaks on a real order, so the
    commercial machinery is set again while the affected orders are
    handled by hand and recorded as such
bindings:
  roster:  <who holds each role - agents claiming the abstract agents
           above, and named people for the alliances lead, the product
           lead, the engineering lead, the support lead, the finance
           partner, the sales leader and the legal reviewer>
  systems: <your partner record> (write), the obligation register
           (write), <your test environment> (write),
           the ordering system (write), the invoicing system (write),
           the support system (write), the enablement library (write),
           the partner's systems (read, cap: <n>/day)
  data:    the signed agreement <version>, the obligation register,
           <your readiness list> <version>, <your claims register>
           <version>, <your data transfer policy> <version>
policy:
  no customer data crosses to the partner before the transfer finding is
    written and <who> has signed it
  the joint offer is proved on one real customer before it is announced
  a claim neither company will stand behind does not go in the material
  the readiness gate is a human gate and is never delegated to an agent
  an item on the readiness list may be waived only by <who>, in writing,
    with the risk stated
  an obligation the agreement creates is closed by evidence, not by
    somebody saying it is done
  the first <n> orders are watched from order to payment before the
    offer is sold without supervision
measures:
  cycle time: <target> from the signed agreement to the first order
  readiness: <target> share of readiness items signed rather than waived
  volume: <integrations per period>
  quality gate: every obligation in the register is closed or explicitly
                carried forward, and no offer launches on an unsigned
                readiness list
```
One run

A simulation of one run

The activities are on the left, whoever is doing the active one is on the right, and the record of the run builds up as it goes.

This run is built from the same rows as the diagram above: the left column is the activity list, the captions are the activity lines, the cast is the roster, and the labels on the wires are what the handoffs say actually passes.

Adoption

What you fill in

63 blanks to fill. Everything else is the process.

this process from: ref/prt/plan-the-integration v1 Copy this line into your own document. It never claims this process is running anywhere; it records which draft yours started from, and it is what lets the catalog tell you when this one changes.

The header. Your own id, an owner, and the date it takes effect. One line records where it came from, and that line is what lets the catalog tell you when this reference process changes.

The roster. Which agent takes each activity, and which person takes each of the human ones. The process already names what it needs, so this is a lookup rather than a design exercise.

The numbers. Dates, budgets, cadences, and the targets in the measures block. Nothing here can be a reference value, because a target nobody chose is a target nobody meets.