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reference process · revenue-operations · 14 activities · 6 on the roster

Build a Report

Somebody asks the same question every week, and the answer is assembled by hand every week. This process turns that question into something that answers itself on a cadence. It names the reader and the decision the report feeds, cites every measure at the version already agreed, checks the data is really there, and counts one period by hand before anyone trusts the automatic version. The report publishes at an address with a version, and it is born with the condition that would switch it off already written down.

The activities

What happens in a run

14 activities from a question is asked often enough to be worth automating to the question answers itself on its cadence, one of them a gate a person has to sign. Drag the diagram to move along it.

Build a Reporta question is asked often enough to be worth automating → the question answers itself on its cadence
an existing report answers itthe data does not support the questionthe two counts disagreethe reader cannot decide from itit breaks or nobody opens ita question is asked often enough to be worth automating1Take in the Questionwhat somebody wants to know,and how often2Look in the Report Store …whether something alreadyanswers this3Name the Reader and the D…who opens it, and what they dodifferently4Settle the Measures It Us…every measure cited at theversion in force5Check the Data Is Therethe fields, the coverage, andthe known gaps6Choose the Cut and the Ca…grain, filters, timezone, andhow often it runs7Draft the Reportthe numbers, the comparison,and the layout8Count One Period by Handthe same period computed twice,separately9Read It as the Reader Wou…can the reader answer thequestion from ita person signs · never an agent10Set Who May See Itaccess by role, and the graineach role gets11Publish the Report at a V…it goes live at an address,dated, at a version12Watch the First Cyclesdoes it refresh on time, anddoes anyone open it13Set the Retirement Condit…what would switch this reportoff14Record What Was Learnedwhat to reuse, and what not tobuild againthe question answers itself on its cadence
The roster this process needs

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: build a report               id: <team>/build-a-report   v1
from: ref/rev/build-a-report v1
owner: <who>                          effective: <date>
trigger: the same question is asked <how many> times in <period>, or
         <who> asks for a standing report
         watch: record=<question> system=<where answered questions are
                filed>
                change=<one question passes the number of askings the
                policy names>
         or watch: record=<report request> system=<where requests
                arrive>
                change=<a standing report is asked for>
concurrency: runs may overlap - <how many> reports are under
             construction at once, and two runs never build the same
             report
goal: one report that answers a named reader's question on its cadence,
      computing measures at the versions in force, checked against a
      hand count before anyone acts on it
phases:
  take-in-question - human: what the reader wants to know, how often
                     they need it, and what they do with the answer
                     owner: reporting-manager   after: trigger
                     automation: <level>
  search-store     - runs collect-and-report: every published report
                     that touches this question, with who reads it and
                     how recently it was opened
                     owner: reporting-manager   after: take-in-question
                     by: <days>                 automation: <level>
  name-the-reader  - convenes briefing: the named reader, the decision
                     the report feeds, and what would make the reader
                     act differently
                     owner: reporting-manager   after: search-store
                     automation: <level>
  settle-measures  - human: every measure the report uses, cited at the
                     version in force, and any word the report needs
                     that has no definition yet
                     owner: standards-keeper    after: name-the-reader
                     automation: <level>
  check-data       - runs assessment: the fields the report needs, how
                     completely they are filled, how far back they go,
                     and where the record is known to be thin
                     owner: data-steward        after: settle-measures
                     by: <days>                 automation: <level>
  choose-cut       - human: the grain, the filters, the timezone, the
                     comparison period, and how often it refreshes
                     owner: analytics           after: check-data
                     automation: <level>
  draft-report     - human: the numbers, the comparison and the layout,
                     built against the measures at their versions
                     owner: analytics           after: choose-cut
                     by: <days>                 automation: <level>
  hand-count       - runs assessment: <how many periods> computed
                     independently of the report and set beside it,
                     with every difference explained
                     owner: statistician        after: draft-report
                     by: <days>                 automation: <level>
  read-as-reader   - convenes approval: the named reader says whether
                     they can make their decision from this and nothing
                     else
                     owner: <your revenue operations role>
                     after: hand-count
                     by: <days>                 automation: never
  set-access       - human: who may open it, at what grain, and which
                     rows each role may not see
                     owner: data-steward        after: read-as-reader
                     automation: <level>
  publish-report   - human: the report goes live at an address, at a
                     version, with the measures and their versions
                     printed on it
                     owner: reporting-manager   after: set-access
                     automation: <level>
  watch-cycles     - system: <how many cycles> watched for refreshes
                     that failed, numbers that moved without a reason,
                     and readers who never opened it
                     owner: analytics           after: publish-report
                     by: <weeks>                automation: <level>
  set-retirement   - human: what would switch this report off - <how
                     many> cycles unopened, the decision going away, or
                     a replacement covering it
                     owner: reporting-manager   after: watch-cycles
                     automation: <level>
  record-learnings - convenes debrief: what to reuse next time, and
                     what should not have been built at all
                     owner: reporting-manager   after: set-retirement
                     automation: <level>
run-scoped:
  freshness - runs collect-and-report          owner: analytics
              every: <cadence>
              from: publish-report   until: run close
handoffs:
  take-in-question -> search-store [the-question]: the question in the
    asker's own words, and how often they need it answered
  search-store -> name-the-reader [existing-reports]: every report that
    already touches the question, with its readers and its last opening
  name-the-reader -> settle-measures [reader-and-decision]: the named
    reader, the decision, and every word the question rests on
  settle-measures -> check-data [measures-at-versions]: the measures at
    their versions, and any word that has to be defined before this
    report can compute
  check-data -> choose-cut [data-coverage]: what the record holds, how
    far back, and the gaps the report will have to show as gaps
  choose-cut -> draft-report [cut-and-cadence]: the grain, the filters,
    the timezone, the comparison and the refresh cadence, written down
    before building
  draft-report -> hand-count [report-draft]: the report at a draft
    version, with the query behind every number
  hand-count -> read-as-reader [two-counts]: the two counts side by
    side, with every difference explained rather than averaged
  read-as-reader -> set-access [reader-acceptance]: the report as the
    reader accepted it, and anything they said they still cannot see
  set-access -> publish-report [access-rules]: who may open it, at what
    grain, and the rows each role is kept out of
  publish-report -> watch-cycles [published-report]: the address, the
    version, the cadence and the date of the first scheduled run
  watch-cycles -> set-retirement [first-cycles]: failed refreshes,
    unexplained moves, and how many people opened it in the first
    cycles
  set-retirement -> record-learnings [retirement-condition]: the
    condition that would switch this report off, and the date it is
    next reviewed against it
deviations:
  search-store -> take-in-question [already-answered]: a report already
    answers the question, so the run returns to the request and the
    usual outcome is that the existing report is changed, moved or
    opened up
  check-data -> name-the-reader [data-will-not-support]: the record
    cannot carry the question, so the reader either accepts a narrower
    question or takes the gap away as work to fix the record
  hand-count -> draft-report [counts-disagree]: the hand count and the
    report disagree, so the draft is corrected before anything
    publishes
  read-as-reader -> choose-cut [reader-cannot-decide]: the reader
    cannot make the decision from it, so the grain, the comparison and
    the cadence are chosen again
  watch-cycles -> draft-report [breaks-or-unopened]: it fails to
    refresh or nobody opens it, so the report is drafted again rather
    than left running
bindings:
  roster:  <who holds each role - agents claiming the abstract agents
           above, and named people for the reader, the revenue
           operations lead and whoever approves access>
  systems: the data warehouse (read), the CRM (read),
           the billing system (read), the reporting tool (write),
           the report store (write), the access record (write)
  data:    the measure definitions at their versions, the reporting
           calendar, <your access policy>, <your territory map> at a
           version
policy:
  every report cites the measures it computes, at their versions, on
    the report itself
  no report publishes before one period has been counted independently
    and the differences explained
  a report has one named reader and one decision, and a report nobody
    can name a reader for is not built
  a report shows a gap as a gap and never fills it with an estimate
  access is set before publication, never after
  a report is published with the condition that would retire it already
    written down
measures:
  cycle time: <days> from the question to the published report
  coverage: <share> of published reports carrying a named reader and a
            retirement condition
  volume: <reports per period>
  quality gate: <share> of published reports whose first period was
                counted by hand and matched
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.

288 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: build a report               id: <team>/build-a-report   v1
from: ref/rev/build-a-report v1
owner: <who>                          effective: <date>
trigger: the same question is asked <how many> times in <period>, or
         <who> asks for a standing report
         watch: record=<question> system=<where answered questions are
                filed>
                change=<one question passes the number of askings the
                policy names>
         or watch: record=<report request> system=<where requests
                arrive>
                change=<a standing report is asked for>
concurrency: runs may overlap - <how many> reports are under
             construction at once, and two runs never build the same
             report
goal: one report that answers a named reader's question on its cadence,
      computing measures at the versions in force, checked against a
      hand count before anyone acts on it
phases:
  take-in-question - human: what the reader wants to know, how often
                     they need it, and what they do with the answer
                     owner: reporting-manager   after: trigger
                     automation: <level>
  search-store     - runs collect-and-report: every published report
                     that touches this question, with who reads it and
                     how recently it was opened
                     owner: reporting-manager   after: take-in-question
                     by: <days>                 automation: <level>
  name-the-reader  - convenes briefing: the named reader, the decision
                     the report feeds, and what would make the reader
                     act differently
                     owner: reporting-manager   after: search-store
                     automation: <level>
  settle-measures  - human: every measure the report uses, cited at the
                     version in force, and any word the report needs
                     that has no definition yet
                     owner: standards-keeper    after: name-the-reader
                     automation: <level>
  check-data       - runs assessment: the fields the report needs, how
                     completely they are filled, how far back they go,
                     and where the record is known to be thin
                     owner: data-steward        after: settle-measures
                     by: <days>                 automation: <level>
  choose-cut       - human: the grain, the filters, the timezone, the
                     comparison period, and how often it refreshes
                     owner: analytics           after: check-data
                     automation: <level>
  draft-report     - human: the numbers, the comparison and the layout,
                     built against the measures at their versions
                     owner: analytics           after: choose-cut
                     by: <days>                 automation: <level>
  hand-count       - runs assessment: <how many periods> computed
                     independently of the report and set beside it,
                     with every difference explained
                     owner: statistician        after: draft-report
                     by: <days>                 automation: <level>
  read-as-reader   - convenes approval: the named reader says whether
                     they can make their decision from this and nothing
                     else
                     owner: <your revenue operations role>
                     after: hand-count
                     by: <days>                 automation: never
  set-access       - human: who may open it, at what grain, and which
                     rows each role may not see
                     owner: data-steward        after: read-as-reader
                     automation: <level>
  publish-report   - human: the report goes live at an address, at a
                     version, with the measures and their versions
                     printed on it
                     owner: reporting-manager   after: set-access
                     automation: <level>
  watch-cycles     - system: <how many cycles> watched for refreshes
                     that failed, numbers that moved without a reason,
                     and readers who never opened it
                     owner: analytics           after: publish-report
                     by: <weeks>                automation: <level>
  set-retirement   - human: what would switch this report off - <how
                     many> cycles unopened, the decision going away, or
                     a replacement covering it
                     owner: reporting-manager   after: watch-cycles
                     automation: <level>
  record-learnings - convenes debrief: what to reuse next time, and
                     what should not have been built at all
                     owner: reporting-manager   after: set-retirement
                     automation: <level>
run-scoped:
  freshness - runs collect-and-report          owner: analytics
              every: <cadence>
              from: publish-report   until: run close
handoffs:
  take-in-question -> search-store [the-question]: the question in the
    asker's own words, and how often they need it answered
  search-store -> name-the-reader [existing-reports]: every report that
    already touches the question, with its readers and its last opening
  name-the-reader -> settle-measures [reader-and-decision]: the named
    reader, the decision, and every word the question rests on
  settle-measures -> check-data [measures-at-versions]: the measures at
    their versions, and any word that has to be defined before this
    report can compute
  check-data -> choose-cut [data-coverage]: what the record holds, how
    far back, and the gaps the report will have to show as gaps
  choose-cut -> draft-report [cut-and-cadence]: the grain, the filters,
    the timezone, the comparison and the refresh cadence, written down
    before building
  draft-report -> hand-count [report-draft]: the report at a draft
    version, with the query behind every number
  hand-count -> read-as-reader [two-counts]: the two counts side by
    side, with every difference explained rather than averaged
  read-as-reader -> set-access [reader-acceptance]: the report as the
    reader accepted it, and anything they said they still cannot see
  set-access -> publish-report [access-rules]: who may open it, at what
    grain, and the rows each role is kept out of
  publish-report -> watch-cycles [published-report]: the address, the
    version, the cadence and the date of the first scheduled run
  watch-cycles -> set-retirement [first-cycles]: failed refreshes,
    unexplained moves, and how many people opened it in the first
    cycles
  set-retirement -> record-learnings [retirement-condition]: the
    condition that would switch this report off, and the date it is
    next reviewed against it
deviations:
  search-store -> take-in-question [already-answered]: a report already
    answers the question, so the run returns to the request and the
    usual outcome is that the existing report is changed, moved or
    opened up
  check-data -> name-the-reader [data-will-not-support]: the record
    cannot carry the question, so the reader either accepts a narrower
    question or takes the gap away as work to fix the record
  hand-count -> draft-report [counts-disagree]: the hand count and the
    report disagree, so the draft is corrected before anything
    publishes
  read-as-reader -> choose-cut [reader-cannot-decide]: the reader
    cannot make the decision from it, so the grain, the comparison and
    the cadence are chosen again
  watch-cycles -> draft-report [breaks-or-unopened]: it fails to
    refresh or nobody opens it, so the report is drafted again rather
    than left running
bindings:
  roster:  <who holds each role - agents claiming the abstract agents
           above, and named people for the reader, the revenue
           operations lead and whoever approves access>
  systems: the data warehouse (read), the CRM (read),
           the billing system (read), the reporting tool (write),
           the report store (write), the access record (write)
  data:    the measure definitions at their versions, the reporting
           calendar, <your access policy>, <your territory map> at a
           version
policy:
  every report cites the measures it computes, at their versions, on
    the report itself
  no report publishes before one period has been counted independently
    and the differences explained
  a report has one named reader and one decision, and a report nobody
    can name a reader for is not built
  a report shows a gap as a gap and never fills it with an estimate
  access is set before publication, never after
  a report is published with the condition that would retire it already
    written down
measures:
  cycle time: <days> from the question to the published report
  coverage: <share> of published reports carrying a named reader and a
            retirement condition
  volume: <reports per period>
  quality gate: <share> of published reports whose first period was
                counted by hand and matched
```
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.

343 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: build a report               id: <team>/build-a-report   v1
from: ref/rev/build-a-report v1
owner: <who>                          effective: <date>
trigger: the same question is asked <how many> times in <period>, or
         <who> asks for a standing report
         watch: record=<question> system=<where answered questions are
                filed>
                change=<one question passes the number of askings the
                policy names>
         or watch: record=<report request> system=<where requests
                arrive>
                change=<a standing report is asked for>
concurrency: runs may overlap - <how many> reports are under
             construction at once, and two runs never build the same
             report
goal: one report that answers a named reader's question on its cadence,
      computing measures at the versions in force, checked against a
      hand count before anyone acts on it
phases:
  take-in-question - human: what the reader wants to know, how often
                     they need it, and what they do with the answer
                     owner: reporting-manager   after: trigger
                     automation: <level>
  search-store     - runs collect-and-report: every published report
                     that touches this question, with who reads it and
                     how recently it was opened
                     owner: reporting-manager   after: take-in-question
                     by: <days>                 automation: <level>
  name-the-reader  - convenes briefing: the named reader, the decision
                     the report feeds, and what would make the reader
                     act differently
                     owner: reporting-manager   after: search-store
                     automation: <level>
  settle-measures  - human: every measure the report uses, cited at the
                     version in force, and any word the report needs
                     that has no definition yet
                     owner: standards-keeper    after: name-the-reader
                     automation: <level>
  check-data       - runs assessment: the fields the report needs, how
                     completely they are filled, how far back they go,
                     and where the record is known to be thin
                     owner: data-steward        after: settle-measures
                     by: <days>                 automation: <level>
  choose-cut       - human: the grain, the filters, the timezone, the
                     comparison period, and how often it refreshes
                     owner: analytics           after: check-data
                     automation: <level>
  draft-report     - human: the numbers, the comparison and the layout,
                     built against the measures at their versions
                     owner: analytics           after: choose-cut
                     by: <days>                 automation: <level>
  hand-count       - runs assessment: <how many periods> computed
                     independently of the report and set beside it,
                     with every difference explained
                     owner: statistician        after: draft-report
                     by: <days>                 automation: <level>
  read-as-reader   - convenes approval: the named reader says whether
                     they can make their decision from this and nothing
                     else
                     owner: <your revenue operations role>
                     after: hand-count
                     by: <days>                 automation: never
  set-access       - human: who may open it, at what grain, and which
                     rows each role may not see
                     owner: data-steward        after: read-as-reader
                     automation: <level>
  publish-report   - human: the report goes live at an address, at a
                     version, with the measures and their versions
                     printed on it
                     owner: reporting-manager   after: set-access
                     automation: <level>
  watch-cycles     - system: <how many cycles> watched for refreshes
                     that failed, numbers that moved without a reason,
                     and readers who never opened it
                     owner: analytics           after: publish-report
                     by: <weeks>                automation: <level>
  set-retirement   - human: what would switch this report off - <how
                     many> cycles unopened, the decision going away, or
                     a replacement covering it
                     owner: reporting-manager   after: watch-cycles
                     automation: <level>
  record-learnings - convenes debrief: what to reuse next time, and
                     what should not have been built at all
                     owner: reporting-manager   after: set-retirement
                     automation: <level>
run-scoped:
  freshness - runs collect-and-report          owner: analytics
              every: <cadence>
              from: publish-report   until: run close
handoffs:
  take-in-question -> search-store [the-question]: the question in the
    asker's own words, and how often they need it answered
  search-store -> name-the-reader [existing-reports]: every report that
    already touches the question, with its readers and its last opening
  name-the-reader -> settle-measures [reader-and-decision]: the named
    reader, the decision, and every word the question rests on
  settle-measures -> check-data [measures-at-versions]: the measures at
    their versions, and any word that has to be defined before this
    report can compute
  check-data -> choose-cut [data-coverage]: what the record holds, how
    far back, and the gaps the report will have to show as gaps
  choose-cut -> draft-report [cut-and-cadence]: the grain, the filters,
    the timezone, the comparison and the refresh cadence, written down
    before building
  draft-report -> hand-count [report-draft]: the report at a draft
    version, with the query behind every number
  hand-count -> read-as-reader [two-counts]: the two counts side by
    side, with every difference explained rather than averaged
  read-as-reader -> set-access [reader-acceptance]: the report as the
    reader accepted it, and anything they said they still cannot see
  set-access -> publish-report [access-rules]: who may open it, at what
    grain, and the rows each role is kept out of
  publish-report -> watch-cycles [published-report]: the address, the
    version, the cadence and the date of the first scheduled run
  watch-cycles -> set-retirement [first-cycles]: failed refreshes,
    unexplained moves, and how many people opened it in the first
    cycles
  set-retirement -> record-learnings [retirement-condition]: the
    condition that would switch this report off, and the date it is
    next reviewed against it
deviations:
  search-store -> take-in-question [already-answered]: a report already
    answers the question, so the run returns to the request and the
    usual outcome is that the existing report is changed, moved or
    opened up
  check-data -> name-the-reader [data-will-not-support]: the record
    cannot carry the question, so the reader either accepts a narrower
    question or takes the gap away as work to fix the record
  hand-count -> draft-report [counts-disagree]: the hand count and the
    report disagree, so the draft is corrected before anything
    publishes
  read-as-reader -> choose-cut [reader-cannot-decide]: the reader
    cannot make the decision from it, so the grain, the comparison and
    the cadence are chosen again
  watch-cycles -> draft-report [breaks-or-unopened]: it fails to
    refresh or nobody opens it, so the report is drafted again rather
    than left running
bindings:
  roster:  <who holds each role - agents claiming the abstract agents
           above, and named people for the reader, the revenue
           operations lead and whoever approves access>
  systems: the data warehouse (read), the CRM (read),
           the billing system (read), the reporting tool (write),
           the report store (write), the access record (write)
  data:    the measure definitions at their versions, the reporting
           calendar, <your access policy>, <your territory map> at a
           version
policy:
  every report cites the measures it computes, at their versions, on
    the report itself
  no report publishes before one period has been counted independently
    and the differences explained
  a report has one named reader and one decision, and a report nobody
    can name a reader for is not built
  a report shows a gap as a gap and never fills it with an estimate
  access is set before publication, never after
  a report is published with the condition that would retire it already
    written down
measures:
  cycle time: <days> from the question to the published report
  coverage: <share> of published reports carrying a named reader and a
            retirement condition
  volume: <reports per period>
  quality gate: <share> of published reports whose first period was
                counted by hand and matched
```
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.

348 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: build a report               id: <team>/build-a-report   v1
from: ref/rev/build-a-report v1
owner: <who>                          effective: <date>
trigger: the same question is asked <how many> times in <period>, or
         <who> asks for a standing report
         watch: record=<question> system=<where answered questions are
                filed>
                change=<one question passes the number of askings the
                policy names>
         or watch: record=<report request> system=<where requests
                arrive>
                change=<a standing report is asked for>
concurrency: runs may overlap - <how many> reports are under
             construction at once, and two runs never build the same
             report
goal: one report that answers a named reader's question on its cadence,
      computing measures at the versions in force, checked against a
      hand count before anyone acts on it
phases:
  take-in-question - human: what the reader wants to know, how often
                     they need it, and what they do with the answer
                     owner: reporting-manager   after: trigger
                     automation: <level>
  search-store     - runs collect-and-report: every published report
                     that touches this question, with who reads it and
                     how recently it was opened
                     owner: reporting-manager   after: take-in-question
                     by: <days>                 automation: <level>
  name-the-reader  - convenes briefing: the named reader, the decision
                     the report feeds, and what would make the reader
                     act differently
                     owner: reporting-manager   after: search-store
                     automation: <level>
  settle-measures  - human: every measure the report uses, cited at the
                     version in force, and any word the report needs
                     that has no definition yet
                     owner: standards-keeper    after: name-the-reader
                     automation: <level>
  check-data       - runs assessment: the fields the report needs, how
                     completely they are filled, how far back they go,
                     and where the record is known to be thin
                     owner: data-steward        after: settle-measures
                     by: <days>                 automation: <level>
  choose-cut       - human: the grain, the filters, the timezone, the
                     comparison period, and how often it refreshes
                     owner: analytics           after: check-data
                     automation: <level>
  draft-report     - human: the numbers, the comparison and the layout,
                     built against the measures at their versions
                     owner: analytics           after: choose-cut
                     by: <days>                 automation: <level>
  hand-count       - runs assessment: <how many periods> computed
                     independently of the report and set beside it,
                     with every difference explained
                     owner: statistician        after: draft-report
                     by: <days>                 automation: <level>
  read-as-reader   - convenes approval: the named reader says whether
                     they can make their decision from this and nothing
                     else
                     owner: <your revenue operations role>
                     after: hand-count
                     by: <days>                 automation: never
  set-access       - human: who may open it, at what grain, and which
                     rows each role may not see
                     owner: data-steward        after: read-as-reader
                     automation: <level>
  publish-report   - human: the report goes live at an address, at a
                     version, with the measures and their versions
                     printed on it
                     owner: reporting-manager   after: set-access
                     automation: <level>
  watch-cycles     - system: <how many cycles> watched for refreshes
                     that failed, numbers that moved without a reason,
                     and readers who never opened it
                     owner: analytics           after: publish-report
                     by: <weeks>                automation: <level>
  set-retirement   - human: what would switch this report off - <how
                     many> cycles unopened, the decision going away, or
                     a replacement covering it
                     owner: reporting-manager   after: watch-cycles
                     automation: <level>
  record-learnings - convenes debrief: what to reuse next time, and
                     what should not have been built at all
                     owner: reporting-manager   after: set-retirement
                     automation: <level>
run-scoped:
  freshness - runs collect-and-report          owner: analytics
              every: <cadence>
              from: publish-report   until: run close
handoffs:
  take-in-question -> search-store [the-question]: the question in the
    asker's own words, and how often they need it answered
  search-store -> name-the-reader [existing-reports]: every report that
    already touches the question, with its readers and its last opening
  name-the-reader -> settle-measures [reader-and-decision]: the named
    reader, the decision, and every word the question rests on
  settle-measures -> check-data [measures-at-versions]: the measures at
    their versions, and any word that has to be defined before this
    report can compute
  check-data -> choose-cut [data-coverage]: what the record holds, how
    far back, and the gaps the report will have to show as gaps
  choose-cut -> draft-report [cut-and-cadence]: the grain, the filters,
    the timezone, the comparison and the refresh cadence, written down
    before building
  draft-report -> hand-count [report-draft]: the report at a draft
    version, with the query behind every number
  hand-count -> read-as-reader [two-counts]: the two counts side by
    side, with every difference explained rather than averaged
  read-as-reader -> set-access [reader-acceptance]: the report as the
    reader accepted it, and anything they said they still cannot see
  set-access -> publish-report [access-rules]: who may open it, at what
    grain, and the rows each role is kept out of
  publish-report -> watch-cycles [published-report]: the address, the
    version, the cadence and the date of the first scheduled run
  watch-cycles -> set-retirement [first-cycles]: failed refreshes,
    unexplained moves, and how many people opened it in the first
    cycles
  set-retirement -> record-learnings [retirement-condition]: the
    condition that would switch this report off, and the date it is
    next reviewed against it
deviations:
  search-store -> take-in-question [already-answered]: a report already
    answers the question, so the run returns to the request and the
    usual outcome is that the existing report is changed, moved or
    opened up
  check-data -> name-the-reader [data-will-not-support]: the record
    cannot carry the question, so the reader either accepts a narrower
    question or takes the gap away as work to fix the record
  hand-count -> draft-report [counts-disagree]: the hand count and the
    report disagree, so the draft is corrected before anything
    publishes
  read-as-reader -> choose-cut [reader-cannot-decide]: the reader
    cannot make the decision from it, so the grain, the comparison and
    the cadence are chosen again
  watch-cycles -> draft-report [breaks-or-unopened]: it fails to
    refresh or nobody opens it, so the report is drafted again rather
    than left running
bindings:
  roster:  <who holds each role - agents claiming the abstract agents
           above, and named people for the reader, the revenue
           operations lead and whoever approves access>
  systems: the data warehouse (read), the CRM (read),
           the billing system (read), the reporting tool (write),
           the report store (write), the access record (write)
  data:    the measure definitions at their versions, the reporting
           calendar, <your access policy>, <your territory map> at a
           version
policy:
  every report cites the measures it computes, at their versions, on
    the report itself
  no report publishes before one period has been counted independently
    and the differences explained
  a report has one named reader and one decision, and a report nobody
    can name a reader for is not built
  a report shows a gap as a gap and never fills it with an estimate
  access is set before publication, never after
  a report is published with the condition that would retire it already
    written down
measures:
  cycle time: <days> from the question to the published report
  coverage: <share> of published reports carrying a named reader and a
            retirement condition
  volume: <reports per period>
  quality gate: <share> of published reports whose first period was
                counted by hand and matched
```
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.

339 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: build a report               id: <team>/build-a-report   v1
from: ref/rev/build-a-report v1
owner: <who>                          effective: <date>
trigger: the same question is asked <how many> times in <period>, or
         <who> asks for a standing report
         watch: record=<question> system=<where answered questions are
                filed>
                change=<one question passes the number of askings the
                policy names>
         or watch: record=<report request> system=<where requests
                arrive>
                change=<a standing report is asked for>
concurrency: runs may overlap - <how many> reports are under
             construction at once, and two runs never build the same
             report
goal: one report that answers a named reader's question on its cadence,
      computing measures at the versions in force, checked against a
      hand count before anyone acts on it
phases:
  take-in-question - human: what the reader wants to know, how often
                     they need it, and what they do with the answer
                     owner: reporting-manager   after: trigger
                     automation: <level>
  search-store     - runs collect-and-report: every published report
                     that touches this question, with who reads it and
                     how recently it was opened
                     owner: reporting-manager   after: take-in-question
                     by: <days>                 automation: <level>
  name-the-reader  - convenes briefing: the named reader, the decision
                     the report feeds, and what would make the reader
                     act differently
                     owner: reporting-manager   after: search-store
                     automation: <level>
  settle-measures  - human: every measure the report uses, cited at the
                     version in force, and any word the report needs
                     that has no definition yet
                     owner: standards-keeper    after: name-the-reader
                     automation: <level>
  check-data       - runs assessment: the fields the report needs, how
                     completely they are filled, how far back they go,
                     and where the record is known to be thin
                     owner: data-steward        after: settle-measures
                     by: <days>                 automation: <level>
  choose-cut       - human: the grain, the filters, the timezone, the
                     comparison period, and how often it refreshes
                     owner: analytics           after: check-data
                     automation: <level>
  draft-report     - human: the numbers, the comparison and the layout,
                     built against the measures at their versions
                     owner: analytics           after: choose-cut
                     by: <days>                 automation: <level>
  hand-count       - runs assessment: <how many periods> computed
                     independently of the report and set beside it,
                     with every difference explained
                     owner: statistician        after: draft-report
                     by: <days>                 automation: <level>
  read-as-reader   - convenes approval: the named reader says whether
                     they can make their decision from this and nothing
                     else
                     owner: <your revenue operations role>
                     after: hand-count
                     by: <days>                 automation: never
  set-access       - human: who may open it, at what grain, and which
                     rows each role may not see
                     owner: data-steward        after: read-as-reader
                     automation: <level>
  publish-report   - human: the report goes live at an address, at a
                     version, with the measures and their versions
                     printed on it
                     owner: reporting-manager   after: set-access
                     automation: <level>
  watch-cycles     - system: <how many cycles> watched for refreshes
                     that failed, numbers that moved without a reason,
                     and readers who never opened it
                     owner: analytics           after: publish-report
                     by: <weeks>                automation: <level>
  set-retirement   - human: what would switch this report off - <how
                     many> cycles unopened, the decision going away, or
                     a replacement covering it
                     owner: reporting-manager   after: watch-cycles
                     automation: <level>
  record-learnings - convenes debrief: what to reuse next time, and
                     what should not have been built at all
                     owner: reporting-manager   after: set-retirement
                     automation: <level>
run-scoped:
  freshness - runs collect-and-report          owner: analytics
              every: <cadence>
              from: publish-report   until: run close
handoffs:
  take-in-question -> search-store [the-question]: the question in the
    asker's own words, and how often they need it answered
  search-store -> name-the-reader [existing-reports]: every report that
    already touches the question, with its readers and its last opening
  name-the-reader -> settle-measures [reader-and-decision]: the named
    reader, the decision, and every word the question rests on
  settle-measures -> check-data [measures-at-versions]: the measures at
    their versions, and any word that has to be defined before this
    report can compute
  check-data -> choose-cut [data-coverage]: what the record holds, how
    far back, and the gaps the report will have to show as gaps
  choose-cut -> draft-report [cut-and-cadence]: the grain, the filters,
    the timezone, the comparison and the refresh cadence, written down
    before building
  draft-report -> hand-count [report-draft]: the report at a draft
    version, with the query behind every number
  hand-count -> read-as-reader [two-counts]: the two counts side by
    side, with every difference explained rather than averaged
  read-as-reader -> set-access [reader-acceptance]: the report as the
    reader accepted it, and anything they said they still cannot see
  set-access -> publish-report [access-rules]: who may open it, at what
    grain, and the rows each role is kept out of
  publish-report -> watch-cycles [published-report]: the address, the
    version, the cadence and the date of the first scheduled run
  watch-cycles -> set-retirement [first-cycles]: failed refreshes,
    unexplained moves, and how many people opened it in the first
    cycles
  set-retirement -> record-learnings [retirement-condition]: the
    condition that would switch this report off, and the date it is
    next reviewed against it
deviations:
  search-store -> take-in-question [already-answered]: a report already
    answers the question, so the run returns to the request and the
    usual outcome is that the existing report is changed, moved or
    opened up
  check-data -> name-the-reader [data-will-not-support]: the record
    cannot carry the question, so the reader either accepts a narrower
    question or takes the gap away as work to fix the record
  hand-count -> draft-report [counts-disagree]: the hand count and the
    report disagree, so the draft is corrected before anything
    publishes
  read-as-reader -> choose-cut [reader-cannot-decide]: the reader
    cannot make the decision from it, so the grain, the comparison and
    the cadence are chosen again
  watch-cycles -> draft-report [breaks-or-unopened]: it fails to
    refresh or nobody opens it, so the report is drafted again rather
    than left running
bindings:
  roster:  <who holds each role - agents claiming the abstract agents
           above, and named people for the reader, the revenue
           operations lead and whoever approves access>
  systems: the data warehouse (read), the CRM (read),
           the billing system (read), the reporting tool (write),
           the report store (write), the access record (write)
  data:    the measure definitions at their versions, the reporting
           calendar, <your access policy>, <your territory map> at a
           version
policy:
  every report cites the measures it computes, at their versions, on
    the report itself
  no report publishes before one period has been counted independently
    and the differences explained
  a report has one named reader and one decision, and a report nobody
    can name a reader for is not built
  a report shows a gap as a gap and never fills it with an estimate
  access is set before publication, never after
  a report is published with the condition that would retire it already
    written down
measures:
  cycle time: <days> from the question to the published report
  coverage: <share> of published reports carrying a named reader and a
            retirement condition
  volume: <reports per period>
  quality gate: <share> of published reports whose first period was
                counted by hand and matched
```
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

39 blanks to fill. Everything else is the process.

this process from: ref/rev/build-a-report 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.