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reference process · partners · 17 activities · 12 on the roster

Write a Joint Plan

Two organizations sit down and write what the relationship is for over the coming year. The plan names the numbers each side works to, the accounts and segments both sides will go after together, and what each side puts in by way of people, money and time. Every line gets an owner and a date, both sponsors sign a version, and each commitment becomes a tracked item rather than a sentence in a slide. The run does not close until the plan is published where both sides read it and the first review is on both calendars.

The activities

What happens in a run

17 activities from both sides agree to plan the coming year to a signed plan, every commitment tracked, the first review dated, one of them a gate a person has to sign. Drag the diagram to move along it.

Write a Joint Planboth sides agree to plan the coming year → a signed plan, every commitment tracked, the first review dated
an account is already spoken forneither side will fund the plan as writtena measure nobody can producea side will not commit to a linethe targets are out of reacha sponsor will not signboth sides agree to plan the coming year1Take in the Planning Askwhich partner, which year, andwhy now2Read Last Yearwhat the partnership actuallydid, dated3Agree Who Is in the Roomthe people on both sides whocan commit their side4Set the Targets Each Side…the numbers each side works to,agreed once5Pick the Accounts and Seg…the named accounts and segmentsto work together6Check the Accounts Agains…overlap, conflicts, andaccounts already spoken for7Agree What Each Side Puts…people, money and time, namedby side8Price the Planwhat the commitments cost, perside9Name the Playsthe motions meant to producethe pipeline10Set the Milestones and th…what is true by when, with anowner on each line11Write the Measures Both S…the numbers both sides willread, defined once12Draft the Planthe plan written at a versionboth sides can hold13Review with Both Sidesread line by line, with bothsides arguing14Get the Signaturesboth sponsors sign a version ofthe plana person signs · never an agent15Record the Commitmentseach one becomes an item withan owner and a date16Publish the Planthe plan lands where both sidescan read it17Set the Review Cadencethe first review is datedbefore the plan closesa signed plan, every commitment tracked, the first review dated
The roster this process needs
partner-manager 7 joint-planner 7 partner-monitor 3 partner lead 3 commitment-keeper 3 analytics 2 partner's executive sponsor 2 sales leader 2 reporting-manager 2 account owner 1 finance partner 1 executive sponsor 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: joint plan                   id: <team>/write-a-joint-plan   v1
from: ref/prt/write-a-joint-plan v1
owner: <who>                          effective: <date>
trigger: a partner at <your planning tier> enters the planning window
         in <your partner planning calendar>
         watch: record=<partner record>
                system=<your partner planning calendar>
                change=<a partner at the planning tier enters the
                planning window>
concurrency: runs may overlap - <how many> plans are written at once,
             and one partner has one plan at a time
goal: one plan both sides have signed, naming the numbers each side
      works to, the accounts to go after together, what each side puts
      in, and the date of the first review
phases:
  take-in-ask     - human: read why this partner is being planned with
                    this year, and what <who> expects the plan to
                    change
                    owner: partner-manager     after: trigger
                    automation: <level>
  read-last-year  - runs collect-and-report: what the partnership
                    actually produced, dated, with the system every
                    line came from
                    owner: partner-monitor     after: take-in-ask
                    by: <days>                 automation: <level>
  name-the-room   - human: the named people on both sides who can
                    commit their side, and the ones who only advise
                    owner: partner-manager     after: take-in-ask
                    automation: <level>
  set-targets     - convenes decide-and-announce: the numbers each side
                    works to for the year. <who> confirms ours and the
                    partner's sponsor confirms theirs
                    owner: joint-planner
                    after: read-last-year + name-the-room
                    by: <days>                 automation: <level>
  pick-accounts   - human: the named accounts and the segments both
                    sides will work, with a reason written on each one
                    owner: joint-planner       after: set-targets
                    by: <days>                 automation: <level>
  check-coverage  - runs assessment: each named account checked for
                    overlap, for channel conflict, and for an owner who
                    has already been promised it
                    owner: partner-monitor     after: pick-accounts
                    automation: <level>
  agree-inputs    - convenes decide-and-announce: the people, the money
                    and the time each side puts in, written per side
                    with a name against each line
                    owner: joint-planner       after: check-coverage
                    by: <days>                 automation: <level>
  price-inputs    - runs allocate-and-reconcile: what our side of the
                    plan costs, held against <your partner budget>
                    owner: joint-planner       after: agree-inputs
                    by: <days>                 automation: <level>
  name-plays      - convenes briefing: the motions meant to produce the
                    pipeline, heard by both sides at once
                    owner: partner-manager     after: agree-inputs
                    automation: <level>
  set-milestones  - human: what is true by when, with one named owner
                    on each line and a date <who> has agreed to
                    owner: joint-planner       after: name-plays
                    automation: <level>
  define-measures - human: the numbers both sides read at every review,
                    defined once, each naming the system it is computed
                    from and who publishes it
                    owner: analytics           after: set-targets
                    by: <days>                 automation: <level>
  draft-plan      - runs build-by-talent: the plan written at a
                    version, in the words both sides used
                    owner: joint-planner
                    after: price-inputs + set-milestones +
                           define-measures
                    by: <days>                 automation: <level>
  review-both     - convenes decide-and-announce: the draft read line
                    by line, each side saying yes or naming the change
                    it needs
                    owner: partner-manager     after: draft-plan
                    by: <days>                 automation: <level>
  get-signatures  - convenes approval: our sponsor and the partner's
                    sponsor sign, as named signers, against a version
                    of the plan
                    owner: <your partner leadership role>
                    after: review-both
                    by: <days>                 automation: never
  record-commits  - system: every commitment in the signed plan becomes
                    a tracked item with an owner, a date and a state
                    owner: commitment-keeper   after: get-signatures
                    automation: <level>
  publish-plan    - human: the signed plan lands at <your shared
                    location>, readable by both sides without asking
                    owner: reporting-manager   after: record-commits
                    by: <days>                 automation: <level>
  set-cadence     - human: the review dates for the year, the first one
                    <weeks> out, on the calendar of every person who
                    signed
                    owner: commitment-keeper   after: publish-plan
                    automation: <level>
run-scoped:
  status    - runs roll-call                  owner: partner-manager
              every: <cadence>
              from: take-in-ask   until: get-signatures
  cost      - runs allocate-and-reconcile     owner: joint-planner
              from: price-inputs   until: run close
handoffs:
  take-in-ask -> read-last-year [partner-and-year]: the partner, the
    year, and what the plan is being asked to change
  take-in-ask -> name-the-room [planning-ask]: the same ask, so both
    sides know what they are being asked into
  read-last-year -> set-targets [last-year-result]: what the
    partnership produced last year, dated, with the system behind every
    line, and the commitments from last year's plan that were never met
  name-the-room -> set-targets [people-who-can-commit]: the named
    people who can commit each side, and what each of them may commit
    to
  set-targets -> pick-accounts [agreed-targets]: the numbers each side
    works to, at a version both sides hold
  set-targets -> define-measures [target-numbers]: the same numbers, so
    the measures are defined against the targets and not around them
  pick-accounts -> check-coverage [account-list]: the named accounts
    and segments, each with the reason it is on the list
  check-coverage -> agree-inputs [cleared-accounts]: the accounts that
    survived, and every account removed with the conflict or the owner
    behind it
  agree-inputs -> price-inputs [side-inputs]: the people, the money and
    the time each side put in, per side, with a name on each line
  agree-inputs -> name-plays [staffing-in-hand]: the same inputs, so no
    play is named that nobody staffed
  price-inputs -> draft-plan [plan-cost]: what our side costs, held
    against the budget line it will be paid from
  name-plays -> set-milestones [named-plays]: the plays as both sides
    heard them
  set-milestones -> draft-plan [milestones]: what is true by when, with
    an owner and a date on every line
  define-measures -> draft-plan [measure-definitions]: each measure,
    its definition, its system, and who publishes it
  draft-plan -> review-both [plan-draft]: the plan at a version, with
    every blank filled or marked as still open
  review-both -> get-signatures [reviewed-plan]: the plan at the
    version both sides said yes to, and the changes each side asked for
  get-signatures -> record-commits [signed-plan]: the signed version,
    the signers, and the date each one signed. A later change voids the
    signatures
  record-commits -> publish-plan [tracked-commitments]: every
    commitment as a tracked item with an owner, a date and a state
  publish-plan -> set-cadence [published-plan]: the address the plan
    lives at, and who on each side has been given it
deviations:
  check-coverage -> pick-accounts [account-spoken-for]: an account is
    already contracted to another partner or promised to an owner, so
    the account list is picked again with the conflict recorded
  price-inputs -> agree-inputs [plan-not-funded]: neither side will
    fund the plan as written, so the inputs are agreed again against
    what the budgets carry
  draft-plan -> define-measures [measure-cannot-be-produced]: the draft
    names a number no system computes, so the measure is defined again
    against a system that exists or comes out of the plan
  review-both -> agree-inputs [line-not-committed]: a side will not
    commit to a line, so that line alone goes back to the inputs and
    the rest of the plan holds at its version
  review-both -> set-targets [targets-out-of-reach]: the targets are
    out of reach of what either side put in, so the numbers each side
    works to are set again
  get-signatures -> review-both [sponsor-will-not-sign]: a sponsor will
    not sign, so what they objected to goes back to the line-by-line
    review
bindings:
  roster:  <who holds each role - agents claiming the abstract agents
           above, and named people for the partner lead, the sales
           leader, the finance partner, the account owners and the two
           executive sponsors>
  systems: the CRM (read), the partner record (write),
           the partner portal (write), the commitment tracker (write),
           the shared plan location (write),
           the calendar of every signer (write),
           the budget record (read), analytics (read)
  data:    <your partner agreement> <version>, the partner tier
           definitions, <your territory map>, last year's plan and its
           closing record
policy:
  a plan without a named person on each side who can commit is not
    written; it goes back to <who> to be staffed
  no account enters the plan while another partner is contracted to it
  every commitment carries one owner and one date, and a commitment
    with neither is struck from the plan before signing
  signing is a human gate and is never delegated to an agent
  a plan changed after signing goes back through signatures for the
    lines that changed
  the plan is not closed until the first review is on the calendar of
    every person who signed it
measures:
  cycle time: <target> from the planning window opening to signature
  coverage: <target> share of commitments carrying an owner and a date
  volume: <plans per period>
  quality gate: no plan publishes unsigned, and no measure enters a
                plan without the system it is computed from
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.

317 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: joint plan                   id: <team>/write-a-joint-plan   v1
from: ref/prt/write-a-joint-plan v1
owner: <who>                          effective: <date>
trigger: a partner at <your planning tier> enters the planning window
         in <your partner planning calendar>
         watch: record=<partner record>
                system=<your partner planning calendar>
                change=<a partner at the planning tier enters the
                planning window>
concurrency: runs may overlap - <how many> plans are written at once,
             and one partner has one plan at a time
goal: one plan both sides have signed, naming the numbers each side
      works to, the accounts to go after together, what each side puts
      in, and the date of the first review
phases:
  take-in-ask     - human: read why this partner is being planned with
                    this year, and what <who> expects the plan to
                    change
                    owner: partner-manager     after: trigger
                    automation: <level>
  read-last-year  - runs collect-and-report: what the partnership
                    actually produced, dated, with the system every
                    line came from
                    owner: partner-monitor     after: take-in-ask
                    by: <days>                 automation: <level>
  name-the-room   - human: the named people on both sides who can
                    commit their side, and the ones who only advise
                    owner: partner-manager     after: take-in-ask
                    automation: <level>
  set-targets     - convenes decide-and-announce: the numbers each side
                    works to for the year. <who> confirms ours and the
                    partner's sponsor confirms theirs
                    owner: joint-planner
                    after: read-last-year + name-the-room
                    by: <days>                 automation: <level>
  pick-accounts   - human: the named accounts and the segments both
                    sides will work, with a reason written on each one
                    owner: joint-planner       after: set-targets
                    by: <days>                 automation: <level>
  check-coverage  - runs assessment: each named account checked for
                    overlap, for channel conflict, and for an owner who
                    has already been promised it
                    owner: partner-monitor     after: pick-accounts
                    automation: <level>
  agree-inputs    - convenes decide-and-announce: the people, the money
                    and the time each side puts in, written per side
                    with a name against each line
                    owner: joint-planner       after: check-coverage
                    by: <days>                 automation: <level>
  price-inputs    - runs allocate-and-reconcile: what our side of the
                    plan costs, held against <your partner budget>
                    owner: joint-planner       after: agree-inputs
                    by: <days>                 automation: <level>
  name-plays      - convenes briefing: the motions meant to produce the
                    pipeline, heard by both sides at once
                    owner: partner-manager     after: agree-inputs
                    automation: <level>
  set-milestones  - human: what is true by when, with one named owner
                    on each line and a date <who> has agreed to
                    owner: joint-planner       after: name-plays
                    automation: <level>
  define-measures - human: the numbers both sides read at every review,
                    defined once, each naming the system it is computed
                    from and who publishes it
                    owner: analytics           after: set-targets
                    by: <days>                 automation: <level>
  draft-plan      - runs build-by-talent: the plan written at a
                    version, in the words both sides used
                    owner: joint-planner
                    after: price-inputs + set-milestones +
                           define-measures
                    by: <days>                 automation: <level>
  review-both     - convenes decide-and-announce: the draft read line
                    by line, each side saying yes or naming the change
                    it needs
                    owner: partner-manager     after: draft-plan
                    by: <days>                 automation: <level>
  get-signatures  - convenes approval: our sponsor and the partner's
                    sponsor sign, as named signers, against a version
                    of the plan
                    owner: <your partner leadership role>
                    after: review-both
                    by: <days>                 automation: never
  record-commits  - system: every commitment in the signed plan becomes
                    a tracked item with an owner, a date and a state
                    owner: commitment-keeper   after: get-signatures
                    automation: <level>
  publish-plan    - human: the signed plan lands at <your shared
                    location>, readable by both sides without asking
                    owner: reporting-manager   after: record-commits
                    by: <days>                 automation: <level>
  set-cadence     - human: the review dates for the year, the first one
                    <weeks> out, on the calendar of every person who
                    signed
                    owner: commitment-keeper   after: publish-plan
                    automation: <level>
run-scoped:
  status    - runs roll-call                  owner: partner-manager
              every: <cadence>
              from: take-in-ask   until: get-signatures
  cost      - runs allocate-and-reconcile     owner: joint-planner
              from: price-inputs   until: run close
handoffs:
  take-in-ask -> read-last-year [partner-and-year]: the partner, the
    year, and what the plan is being asked to change
  take-in-ask -> name-the-room [planning-ask]: the same ask, so both
    sides know what they are being asked into
  read-last-year -> set-targets [last-year-result]: what the
    partnership produced last year, dated, with the system behind every
    line, and the commitments from last year's plan that were never met
  name-the-room -> set-targets [people-who-can-commit]: the named
    people who can commit each side, and what each of them may commit
    to
  set-targets -> pick-accounts [agreed-targets]: the numbers each side
    works to, at a version both sides hold
  set-targets -> define-measures [target-numbers]: the same numbers, so
    the measures are defined against the targets and not around them
  pick-accounts -> check-coverage [account-list]: the named accounts
    and segments, each with the reason it is on the list
  check-coverage -> agree-inputs [cleared-accounts]: the accounts that
    survived, and every account removed with the conflict or the owner
    behind it
  agree-inputs -> price-inputs [side-inputs]: the people, the money and
    the time each side put in, per side, with a name on each line
  agree-inputs -> name-plays [staffing-in-hand]: the same inputs, so no
    play is named that nobody staffed
  price-inputs -> draft-plan [plan-cost]: what our side costs, held
    against the budget line it will be paid from
  name-plays -> set-milestones [named-plays]: the plays as both sides
    heard them
  set-milestones -> draft-plan [milestones]: what is true by when, with
    an owner and a date on every line
  define-measures -> draft-plan [measure-definitions]: each measure,
    its definition, its system, and who publishes it
  draft-plan -> review-both [plan-draft]: the plan at a version, with
    every blank filled or marked as still open
  review-both -> get-signatures [reviewed-plan]: the plan at the
    version both sides said yes to, and the changes each side asked for
  get-signatures -> record-commits [signed-plan]: the signed version,
    the signers, and the date each one signed. A later change voids the
    signatures
  record-commits -> publish-plan [tracked-commitments]: every
    commitment as a tracked item with an owner, a date and a state
  publish-plan -> set-cadence [published-plan]: the address the plan
    lives at, and who on each side has been given it
deviations:
  check-coverage -> pick-accounts [account-spoken-for]: an account is
    already contracted to another partner or promised to an owner, so
    the account list is picked again with the conflict recorded
  price-inputs -> agree-inputs [plan-not-funded]: neither side will
    fund the plan as written, so the inputs are agreed again against
    what the budgets carry
  draft-plan -> define-measures [measure-cannot-be-produced]: the draft
    names a number no system computes, so the measure is defined again
    against a system that exists or comes out of the plan
  review-both -> agree-inputs [line-not-committed]: a side will not
    commit to a line, so that line alone goes back to the inputs and
    the rest of the plan holds at its version
  review-both -> set-targets [targets-out-of-reach]: the targets are
    out of reach of what either side put in, so the numbers each side
    works to are set again
  get-signatures -> review-both [sponsor-will-not-sign]: a sponsor will
    not sign, so what they objected to goes back to the line-by-line
    review
bindings:
  roster:  <who holds each role - agents claiming the abstract agents
           above, and named people for the partner lead, the sales
           leader, the finance partner, the account owners and the two
           executive sponsors>
  systems: the CRM (read), the partner record (write),
           the partner portal (write), the commitment tracker (write),
           the shared plan location (write),
           the calendar of every signer (write),
           the budget record (read), analytics (read)
  data:    <your partner agreement> <version>, the partner tier
           definitions, <your territory map>, last year's plan and its
           closing record
policy:
  a plan without a named person on each side who can commit is not
    written; it goes back to <who> to be staffed
  no account enters the plan while another partner is contracted to it
  every commitment carries one owner and one date, and a commitment
    with neither is struck from the plan before signing
  signing is a human gate and is never delegated to an agent
  a plan changed after signing goes back through signatures for the
    lines that changed
  the plan is not closed until the first review is on the calendar of
    every person who signed it
measures:
  cycle time: <target> from the planning window opening to signature
  coverage: <target> share of commitments carrying an owner and a date
  volume: <plans per period>
  quality gate: no plan publishes unsigned, and no measure enters a
                plan without the system it is computed from
```
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.

372 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: joint plan                   id: <team>/write-a-joint-plan   v1
from: ref/prt/write-a-joint-plan v1
owner: <who>                          effective: <date>
trigger: a partner at <your planning tier> enters the planning window
         in <your partner planning calendar>
         watch: record=<partner record>
                system=<your partner planning calendar>
                change=<a partner at the planning tier enters the
                planning window>
concurrency: runs may overlap - <how many> plans are written at once,
             and one partner has one plan at a time
goal: one plan both sides have signed, naming the numbers each side
      works to, the accounts to go after together, what each side puts
      in, and the date of the first review
phases:
  take-in-ask     - human: read why this partner is being planned with
                    this year, and what <who> expects the plan to
                    change
                    owner: partner-manager     after: trigger
                    automation: <level>
  read-last-year  - runs collect-and-report: what the partnership
                    actually produced, dated, with the system every
                    line came from
                    owner: partner-monitor     after: take-in-ask
                    by: <days>                 automation: <level>
  name-the-room   - human: the named people on both sides who can
                    commit their side, and the ones who only advise
                    owner: partner-manager     after: take-in-ask
                    automation: <level>
  set-targets     - convenes decide-and-announce: the numbers each side
                    works to for the year. <who> confirms ours and the
                    partner's sponsor confirms theirs
                    owner: joint-planner
                    after: read-last-year + name-the-room
                    by: <days>                 automation: <level>
  pick-accounts   - human: the named accounts and the segments both
                    sides will work, with a reason written on each one
                    owner: joint-planner       after: set-targets
                    by: <days>                 automation: <level>
  check-coverage  - runs assessment: each named account checked for
                    overlap, for channel conflict, and for an owner who
                    has already been promised it
                    owner: partner-monitor     after: pick-accounts
                    automation: <level>
  agree-inputs    - convenes decide-and-announce: the people, the money
                    and the time each side puts in, written per side
                    with a name against each line
                    owner: joint-planner       after: check-coverage
                    by: <days>                 automation: <level>
  price-inputs    - runs allocate-and-reconcile: what our side of the
                    plan costs, held against <your partner budget>
                    owner: joint-planner       after: agree-inputs
                    by: <days>                 automation: <level>
  name-plays      - convenes briefing: the motions meant to produce the
                    pipeline, heard by both sides at once
                    owner: partner-manager     after: agree-inputs
                    automation: <level>
  set-milestones  - human: what is true by when, with one named owner
                    on each line and a date <who> has agreed to
                    owner: joint-planner       after: name-plays
                    automation: <level>
  define-measures - human: the numbers both sides read at every review,
                    defined once, each naming the system it is computed
                    from and who publishes it
                    owner: analytics           after: set-targets
                    by: <days>                 automation: <level>
  draft-plan      - runs build-by-talent: the plan written at a
                    version, in the words both sides used
                    owner: joint-planner
                    after: price-inputs + set-milestones +
                           define-measures
                    by: <days>                 automation: <level>
  review-both     - convenes decide-and-announce: the draft read line
                    by line, each side saying yes or naming the change
                    it needs
                    owner: partner-manager     after: draft-plan
                    by: <days>                 automation: <level>
  get-signatures  - convenes approval: our sponsor and the partner's
                    sponsor sign, as named signers, against a version
                    of the plan
                    owner: <your partner leadership role>
                    after: review-both
                    by: <days>                 automation: never
  record-commits  - system: every commitment in the signed plan becomes
                    a tracked item with an owner, a date and a state
                    owner: commitment-keeper   after: get-signatures
                    automation: <level>
  publish-plan    - human: the signed plan lands at <your shared
                    location>, readable by both sides without asking
                    owner: reporting-manager   after: record-commits
                    by: <days>                 automation: <level>
  set-cadence     - human: the review dates for the year, the first one
                    <weeks> out, on the calendar of every person who
                    signed
                    owner: commitment-keeper   after: publish-plan
                    automation: <level>
run-scoped:
  status    - runs roll-call                  owner: partner-manager
              every: <cadence>
              from: take-in-ask   until: get-signatures
  cost      - runs allocate-and-reconcile     owner: joint-planner
              from: price-inputs   until: run close
handoffs:
  take-in-ask -> read-last-year [partner-and-year]: the partner, the
    year, and what the plan is being asked to change
  take-in-ask -> name-the-room [planning-ask]: the same ask, so both
    sides know what they are being asked into
  read-last-year -> set-targets [last-year-result]: what the
    partnership produced last year, dated, with the system behind every
    line, and the commitments from last year's plan that were never met
  name-the-room -> set-targets [people-who-can-commit]: the named
    people who can commit each side, and what each of them may commit
    to
  set-targets -> pick-accounts [agreed-targets]: the numbers each side
    works to, at a version both sides hold
  set-targets -> define-measures [target-numbers]: the same numbers, so
    the measures are defined against the targets and not around them
  pick-accounts -> check-coverage [account-list]: the named accounts
    and segments, each with the reason it is on the list
  check-coverage -> agree-inputs [cleared-accounts]: the accounts that
    survived, and every account removed with the conflict or the owner
    behind it
  agree-inputs -> price-inputs [side-inputs]: the people, the money and
    the time each side put in, per side, with a name on each line
  agree-inputs -> name-plays [staffing-in-hand]: the same inputs, so no
    play is named that nobody staffed
  price-inputs -> draft-plan [plan-cost]: what our side costs, held
    against the budget line it will be paid from
  name-plays -> set-milestones [named-plays]: the plays as both sides
    heard them
  set-milestones -> draft-plan [milestones]: what is true by when, with
    an owner and a date on every line
  define-measures -> draft-plan [measure-definitions]: each measure,
    its definition, its system, and who publishes it
  draft-plan -> review-both [plan-draft]: the plan at a version, with
    every blank filled or marked as still open
  review-both -> get-signatures [reviewed-plan]: the plan at the
    version both sides said yes to, and the changes each side asked for
  get-signatures -> record-commits [signed-plan]: the signed version,
    the signers, and the date each one signed. A later change voids the
    signatures
  record-commits -> publish-plan [tracked-commitments]: every
    commitment as a tracked item with an owner, a date and a state
  publish-plan -> set-cadence [published-plan]: the address the plan
    lives at, and who on each side has been given it
deviations:
  check-coverage -> pick-accounts [account-spoken-for]: an account is
    already contracted to another partner or promised to an owner, so
    the account list is picked again with the conflict recorded
  price-inputs -> agree-inputs [plan-not-funded]: neither side will
    fund the plan as written, so the inputs are agreed again against
    what the budgets carry
  draft-plan -> define-measures [measure-cannot-be-produced]: the draft
    names a number no system computes, so the measure is defined again
    against a system that exists or comes out of the plan
  review-both -> agree-inputs [line-not-committed]: a side will not
    commit to a line, so that line alone goes back to the inputs and
    the rest of the plan holds at its version
  review-both -> set-targets [targets-out-of-reach]: the targets are
    out of reach of what either side put in, so the numbers each side
    works to are set again
  get-signatures -> review-both [sponsor-will-not-sign]: a sponsor will
    not sign, so what they objected to goes back to the line-by-line
    review
bindings:
  roster:  <who holds each role - agents claiming the abstract agents
           above, and named people for the partner lead, the sales
           leader, the finance partner, the account owners and the two
           executive sponsors>
  systems: the CRM (read), the partner record (write),
           the partner portal (write), the commitment tracker (write),
           the shared plan location (write),
           the calendar of every signer (write),
           the budget record (read), analytics (read)
  data:    <your partner agreement> <version>, the partner tier
           definitions, <your territory map>, last year's plan and its
           closing record
policy:
  a plan without a named person on each side who can commit is not
    written; it goes back to <who> to be staffed
  no account enters the plan while another partner is contracted to it
  every commitment carries one owner and one date, and a commitment
    with neither is struck from the plan before signing
  signing is a human gate and is never delegated to an agent
  a plan changed after signing goes back through signatures for the
    lines that changed
  the plan is not closed until the first review is on the calendar of
    every person who signed it
measures:
  cycle time: <target> from the planning window opening to signature
  coverage: <target> share of commitments carrying an owner and a date
  volume: <plans per period>
  quality gate: no plan publishes unsigned, and no measure enters a
                plan without the system it is computed from
```
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.

377 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: joint plan                   id: <team>/write-a-joint-plan   v1
from: ref/prt/write-a-joint-plan v1
owner: <who>                          effective: <date>
trigger: a partner at <your planning tier> enters the planning window
         in <your partner planning calendar>
         watch: record=<partner record>
                system=<your partner planning calendar>
                change=<a partner at the planning tier enters the
                planning window>
concurrency: runs may overlap - <how many> plans are written at once,
             and one partner has one plan at a time
goal: one plan both sides have signed, naming the numbers each side
      works to, the accounts to go after together, what each side puts
      in, and the date of the first review
phases:
  take-in-ask     - human: read why this partner is being planned with
                    this year, and what <who> expects the plan to
                    change
                    owner: partner-manager     after: trigger
                    automation: <level>
  read-last-year  - runs collect-and-report: what the partnership
                    actually produced, dated, with the system every
                    line came from
                    owner: partner-monitor     after: take-in-ask
                    by: <days>                 automation: <level>
  name-the-room   - human: the named people on both sides who can
                    commit their side, and the ones who only advise
                    owner: partner-manager     after: take-in-ask
                    automation: <level>
  set-targets     - convenes decide-and-announce: the numbers each side
                    works to for the year. <who> confirms ours and the
                    partner's sponsor confirms theirs
                    owner: joint-planner
                    after: read-last-year + name-the-room
                    by: <days>                 automation: <level>
  pick-accounts   - human: the named accounts and the segments both
                    sides will work, with a reason written on each one
                    owner: joint-planner       after: set-targets
                    by: <days>                 automation: <level>
  check-coverage  - runs assessment: each named account checked for
                    overlap, for channel conflict, and for an owner who
                    has already been promised it
                    owner: partner-monitor     after: pick-accounts
                    automation: <level>
  agree-inputs    - convenes decide-and-announce: the people, the money
                    and the time each side puts in, written per side
                    with a name against each line
                    owner: joint-planner       after: check-coverage
                    by: <days>                 automation: <level>
  price-inputs    - runs allocate-and-reconcile: what our side of the
                    plan costs, held against <your partner budget>
                    owner: joint-planner       after: agree-inputs
                    by: <days>                 automation: <level>
  name-plays      - convenes briefing: the motions meant to produce the
                    pipeline, heard by both sides at once
                    owner: partner-manager     after: agree-inputs
                    automation: <level>
  set-milestones  - human: what is true by when, with one named owner
                    on each line and a date <who> has agreed to
                    owner: joint-planner       after: name-plays
                    automation: <level>
  define-measures - human: the numbers both sides read at every review,
                    defined once, each naming the system it is computed
                    from and who publishes it
                    owner: analytics           after: set-targets
                    by: <days>                 automation: <level>
  draft-plan      - runs build-by-talent: the plan written at a
                    version, in the words both sides used
                    owner: joint-planner
                    after: price-inputs + set-milestones +
                           define-measures
                    by: <days>                 automation: <level>
  review-both     - convenes decide-and-announce: the draft read line
                    by line, each side saying yes or naming the change
                    it needs
                    owner: partner-manager     after: draft-plan
                    by: <days>                 automation: <level>
  get-signatures  - convenes approval: our sponsor and the partner's
                    sponsor sign, as named signers, against a version
                    of the plan
                    owner: <your partner leadership role>
                    after: review-both
                    by: <days>                 automation: never
  record-commits  - system: every commitment in the signed plan becomes
                    a tracked item with an owner, a date and a state
                    owner: commitment-keeper   after: get-signatures
                    automation: <level>
  publish-plan    - human: the signed plan lands at <your shared
                    location>, readable by both sides without asking
                    owner: reporting-manager   after: record-commits
                    by: <days>                 automation: <level>
  set-cadence     - human: the review dates for the year, the first one
                    <weeks> out, on the calendar of every person who
                    signed
                    owner: commitment-keeper   after: publish-plan
                    automation: <level>
run-scoped:
  status    - runs roll-call                  owner: partner-manager
              every: <cadence>
              from: take-in-ask   until: get-signatures
  cost      - runs allocate-and-reconcile     owner: joint-planner
              from: price-inputs   until: run close
handoffs:
  take-in-ask -> read-last-year [partner-and-year]: the partner, the
    year, and what the plan is being asked to change
  take-in-ask -> name-the-room [planning-ask]: the same ask, so both
    sides know what they are being asked into
  read-last-year -> set-targets [last-year-result]: what the
    partnership produced last year, dated, with the system behind every
    line, and the commitments from last year's plan that were never met
  name-the-room -> set-targets [people-who-can-commit]: the named
    people who can commit each side, and what each of them may commit
    to
  set-targets -> pick-accounts [agreed-targets]: the numbers each side
    works to, at a version both sides hold
  set-targets -> define-measures [target-numbers]: the same numbers, so
    the measures are defined against the targets and not around them
  pick-accounts -> check-coverage [account-list]: the named accounts
    and segments, each with the reason it is on the list
  check-coverage -> agree-inputs [cleared-accounts]: the accounts that
    survived, and every account removed with the conflict or the owner
    behind it
  agree-inputs -> price-inputs [side-inputs]: the people, the money and
    the time each side put in, per side, with a name on each line
  agree-inputs -> name-plays [staffing-in-hand]: the same inputs, so no
    play is named that nobody staffed
  price-inputs -> draft-plan [plan-cost]: what our side costs, held
    against the budget line it will be paid from
  name-plays -> set-milestones [named-plays]: the plays as both sides
    heard them
  set-milestones -> draft-plan [milestones]: what is true by when, with
    an owner and a date on every line
  define-measures -> draft-plan [measure-definitions]: each measure,
    its definition, its system, and who publishes it
  draft-plan -> review-both [plan-draft]: the plan at a version, with
    every blank filled or marked as still open
  review-both -> get-signatures [reviewed-plan]: the plan at the
    version both sides said yes to, and the changes each side asked for
  get-signatures -> record-commits [signed-plan]: the signed version,
    the signers, and the date each one signed. A later change voids the
    signatures
  record-commits -> publish-plan [tracked-commitments]: every
    commitment as a tracked item with an owner, a date and a state
  publish-plan -> set-cadence [published-plan]: the address the plan
    lives at, and who on each side has been given it
deviations:
  check-coverage -> pick-accounts [account-spoken-for]: an account is
    already contracted to another partner or promised to an owner, so
    the account list is picked again with the conflict recorded
  price-inputs -> agree-inputs [plan-not-funded]: neither side will
    fund the plan as written, so the inputs are agreed again against
    what the budgets carry
  draft-plan -> define-measures [measure-cannot-be-produced]: the draft
    names a number no system computes, so the measure is defined again
    against a system that exists or comes out of the plan
  review-both -> agree-inputs [line-not-committed]: a side will not
    commit to a line, so that line alone goes back to the inputs and
    the rest of the plan holds at its version
  review-both -> set-targets [targets-out-of-reach]: the targets are
    out of reach of what either side put in, so the numbers each side
    works to are set again
  get-signatures -> review-both [sponsor-will-not-sign]: a sponsor will
    not sign, so what they objected to goes back to the line-by-line
    review
bindings:
  roster:  <who holds each role - agents claiming the abstract agents
           above, and named people for the partner lead, the sales
           leader, the finance partner, the account owners and the two
           executive sponsors>
  systems: the CRM (read), the partner record (write),
           the partner portal (write), the commitment tracker (write),
           the shared plan location (write),
           the calendar of every signer (write),
           the budget record (read), analytics (read)
  data:    <your partner agreement> <version>, the partner tier
           definitions, <your territory map>, last year's plan and its
           closing record
policy:
  a plan without a named person on each side who can commit is not
    written; it goes back to <who> to be staffed
  no account enters the plan while another partner is contracted to it
  every commitment carries one owner and one date, and a commitment
    with neither is struck from the plan before signing
  signing is a human gate and is never delegated to an agent
  a plan changed after signing goes back through signatures for the
    lines that changed
  the plan is not closed until the first review is on the calendar of
    every person who signed it
measures:
  cycle time: <target> from the planning window opening to signature
  coverage: <target> share of commitments carrying an owner and a date
  volume: <plans per period>
  quality gate: no plan publishes unsigned, and no measure enters a
                plan without the system it is computed from
```
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.

368 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: joint plan                   id: <team>/write-a-joint-plan   v1
from: ref/prt/write-a-joint-plan v1
owner: <who>                          effective: <date>
trigger: a partner at <your planning tier> enters the planning window
         in <your partner planning calendar>
         watch: record=<partner record>
                system=<your partner planning calendar>
                change=<a partner at the planning tier enters the
                planning window>
concurrency: runs may overlap - <how many> plans are written at once,
             and one partner has one plan at a time
goal: one plan both sides have signed, naming the numbers each side
      works to, the accounts to go after together, what each side puts
      in, and the date of the first review
phases:
  take-in-ask     - human: read why this partner is being planned with
                    this year, and what <who> expects the plan to
                    change
                    owner: partner-manager     after: trigger
                    automation: <level>
  read-last-year  - runs collect-and-report: what the partnership
                    actually produced, dated, with the system every
                    line came from
                    owner: partner-monitor     after: take-in-ask
                    by: <days>                 automation: <level>
  name-the-room   - human: the named people on both sides who can
                    commit their side, and the ones who only advise
                    owner: partner-manager     after: take-in-ask
                    automation: <level>
  set-targets     - convenes decide-and-announce: the numbers each side
                    works to for the year. <who> confirms ours and the
                    partner's sponsor confirms theirs
                    owner: joint-planner
                    after: read-last-year + name-the-room
                    by: <days>                 automation: <level>
  pick-accounts   - human: the named accounts and the segments both
                    sides will work, with a reason written on each one
                    owner: joint-planner       after: set-targets
                    by: <days>                 automation: <level>
  check-coverage  - runs assessment: each named account checked for
                    overlap, for channel conflict, and for an owner who
                    has already been promised it
                    owner: partner-monitor     after: pick-accounts
                    automation: <level>
  agree-inputs    - convenes decide-and-announce: the people, the money
                    and the time each side puts in, written per side
                    with a name against each line
                    owner: joint-planner       after: check-coverage
                    by: <days>                 automation: <level>
  price-inputs    - runs allocate-and-reconcile: what our side of the
                    plan costs, held against <your partner budget>
                    owner: joint-planner       after: agree-inputs
                    by: <days>                 automation: <level>
  name-plays      - convenes briefing: the motions meant to produce the
                    pipeline, heard by both sides at once
                    owner: partner-manager     after: agree-inputs
                    automation: <level>
  set-milestones  - human: what is true by when, with one named owner
                    on each line and a date <who> has agreed to
                    owner: joint-planner       after: name-plays
                    automation: <level>
  define-measures - human: the numbers both sides read at every review,
                    defined once, each naming the system it is computed
                    from and who publishes it
                    owner: analytics           after: set-targets
                    by: <days>                 automation: <level>
  draft-plan      - runs build-by-talent: the plan written at a
                    version, in the words both sides used
                    owner: joint-planner
                    after: price-inputs + set-milestones +
                           define-measures
                    by: <days>                 automation: <level>
  review-both     - convenes decide-and-announce: the draft read line
                    by line, each side saying yes or naming the change
                    it needs
                    owner: partner-manager     after: draft-plan
                    by: <days>                 automation: <level>
  get-signatures  - convenes approval: our sponsor and the partner's
                    sponsor sign, as named signers, against a version
                    of the plan
                    owner: <your partner leadership role>
                    after: review-both
                    by: <days>                 automation: never
  record-commits  - system: every commitment in the signed plan becomes
                    a tracked item with an owner, a date and a state
                    owner: commitment-keeper   after: get-signatures
                    automation: <level>
  publish-plan    - human: the signed plan lands at <your shared
                    location>, readable by both sides without asking
                    owner: reporting-manager   after: record-commits
                    by: <days>                 automation: <level>
  set-cadence     - human: the review dates for the year, the first one
                    <weeks> out, on the calendar of every person who
                    signed
                    owner: commitment-keeper   after: publish-plan
                    automation: <level>
run-scoped:
  status    - runs roll-call                  owner: partner-manager
              every: <cadence>
              from: take-in-ask   until: get-signatures
  cost      - runs allocate-and-reconcile     owner: joint-planner
              from: price-inputs   until: run close
handoffs:
  take-in-ask -> read-last-year [partner-and-year]: the partner, the
    year, and what the plan is being asked to change
  take-in-ask -> name-the-room [planning-ask]: the same ask, so both
    sides know what they are being asked into
  read-last-year -> set-targets [last-year-result]: what the
    partnership produced last year, dated, with the system behind every
    line, and the commitments from last year's plan that were never met
  name-the-room -> set-targets [people-who-can-commit]: the named
    people who can commit each side, and what each of them may commit
    to
  set-targets -> pick-accounts [agreed-targets]: the numbers each side
    works to, at a version both sides hold
  set-targets -> define-measures [target-numbers]: the same numbers, so
    the measures are defined against the targets and not around them
  pick-accounts -> check-coverage [account-list]: the named accounts
    and segments, each with the reason it is on the list
  check-coverage -> agree-inputs [cleared-accounts]: the accounts that
    survived, and every account removed with the conflict or the owner
    behind it
  agree-inputs -> price-inputs [side-inputs]: the people, the money and
    the time each side put in, per side, with a name on each line
  agree-inputs -> name-plays [staffing-in-hand]: the same inputs, so no
    play is named that nobody staffed
  price-inputs -> draft-plan [plan-cost]: what our side costs, held
    against the budget line it will be paid from
  name-plays -> set-milestones [named-plays]: the plays as both sides
    heard them
  set-milestones -> draft-plan [milestones]: what is true by when, with
    an owner and a date on every line
  define-measures -> draft-plan [measure-definitions]: each measure,
    its definition, its system, and who publishes it
  draft-plan -> review-both [plan-draft]: the plan at a version, with
    every blank filled or marked as still open
  review-both -> get-signatures [reviewed-plan]: the plan at the
    version both sides said yes to, and the changes each side asked for
  get-signatures -> record-commits [signed-plan]: the signed version,
    the signers, and the date each one signed. A later change voids the
    signatures
  record-commits -> publish-plan [tracked-commitments]: every
    commitment as a tracked item with an owner, a date and a state
  publish-plan -> set-cadence [published-plan]: the address the plan
    lives at, and who on each side has been given it
deviations:
  check-coverage -> pick-accounts [account-spoken-for]: an account is
    already contracted to another partner or promised to an owner, so
    the account list is picked again with the conflict recorded
  price-inputs -> agree-inputs [plan-not-funded]: neither side will
    fund the plan as written, so the inputs are agreed again against
    what the budgets carry
  draft-plan -> define-measures [measure-cannot-be-produced]: the draft
    names a number no system computes, so the measure is defined again
    against a system that exists or comes out of the plan
  review-both -> agree-inputs [line-not-committed]: a side will not
    commit to a line, so that line alone goes back to the inputs and
    the rest of the plan holds at its version
  review-both -> set-targets [targets-out-of-reach]: the targets are
    out of reach of what either side put in, so the numbers each side
    works to are set again
  get-signatures -> review-both [sponsor-will-not-sign]: a sponsor will
    not sign, so what they objected to goes back to the line-by-line
    review
bindings:
  roster:  <who holds each role - agents claiming the abstract agents
           above, and named people for the partner lead, the sales
           leader, the finance partner, the account owners and the two
           executive sponsors>
  systems: the CRM (read), the partner record (write),
           the partner portal (write), the commitment tracker (write),
           the shared plan location (write),
           the calendar of every signer (write),
           the budget record (read), analytics (read)
  data:    <your partner agreement> <version>, the partner tier
           definitions, <your territory map>, last year's plan and its
           closing record
policy:
  a plan without a named person on each side who can commit is not
    written; it goes back to <who> to be staffed
  no account enters the plan while another partner is contracted to it
  every commitment carries one owner and one date, and a commitment
    with neither is struck from the plan before signing
  signing is a human gate and is never delegated to an agent
  a plan changed after signing goes back through signatures for the
    lines that changed
  the plan is not closed until the first review is on the calendar of
    every person who signed it
measures:
  cycle time: <target> from the planning window opening to signature
  coverage: <target> share of commitments carrying an owner and a date
  volume: <plans per period>
  quality gate: no plan publishes unsigned, and no measure enters a
                plan without the system it is computed from
```
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

48 blanks to fill. Everything else is the process.

this process from: ref/prt/write-a-joint-plan 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.