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reference process · revenue-operations · 15 activities · 10 on the roster

Publish the Carve

A carve nobody has seen is not a carve. This process takes the approved map and quotas, builds one statement per seller, checks each statement against the systems that will pay on it, and releases them all on one date with the managers briefed first. An appeal window opens with a stated length and a stated form. Every appeal is tested against the record and decided in one sitting, the changes are applied as a new version, and the final carve is published. The run ends when the window is closed and every seller has seen their own.

The activities

What happens in a run

15 activities from the quotas are approved to every seller has seen their own carve and the appeals are closed, 3 of them gates a person has to sign. Drag the diagram to move along it.

Publish the Carvethe quotas are approved → every seller has seen their own carve and the appeals are closed
an account or a seller is unplacedthe page and the system disagreea manager finds a patch they cannot staffthe appeal is upheldthe seller gets a new statementthe quotas are approved1Take in the Approved Carvethe map and the quotas, at onesigned version2Check the Carve Is Wholeevery account placed, everyseller holding a patch3Build a Statement per Sel…one page: the patch, theaccounts, the number4Check the Statements Agai…each page matches what thesystems will pay on5Load the Carve into the S…ownership, quota records andthe pay plan6Brief the Managers Firstmanagers hear the carve beforetheir people doa person signs · never an agent7Release the Statementsevery seller sees their own, onone datea person signs · never an agent8Open the Appeal Windowhow long it is open, and whatan appeal must say9Take in the Appealseach claim with the evidencebehind it10Test Each Appeal Against …the claim is checked, not thevolume of it11Decide the Appeals in One…one decision each, with thereason recordeda person signs · never an agent12Apply What Changedthe map and the quotas go to anew version13Publish the Final Carvethe carve everybody is held to,at its version14Report Who Was Told and W…the record of the release,seller by seller15Record What the Appeals S…what the carve got wrong, forthe next oneevery seller has seen their own carve and the appeals are closed
The roster this process needs
quota-setter 7 territory-modeler 4 sales operations 4 coverage-check 3 sales leader 3 analytics 3 regional manager 2 capacity-manager 1 seller 1 account-monitor 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: publish the carve            id: <team>/publish-the-carve   v1
from: ref/rev/publish-the-carve v1
owner: <who>                          effective: <date>
trigger: the quota set for <period> is signed
         watch: record=<quota set> system=<your quota record>
                change=<a quota set is signed for a period>
concurrency: one run per period - a change after the final carve is a
             new version of the same run, not a second publication
goal: every seller holding their own territory and number on the same
      date, every appeal decided once with its reason recorded, and one
      final carve everybody is held to
phases:
  take-in-carve      - human: the map and the quota set at their signed
                       versions, and the date the carve is released
                       owner: quota-setter        after: trigger
                       automation: assisted
  check-whole        - runs assessment: every account placed, every
                       patch held by somebody, every seller holding
                       exactly one patch, every patch carrying a quota
                       owner: coverage-check      after: take-in-carve
                       automation: autonomous
  build-statements   - runs build-by-talent: one page per seller with
                       the patch, the accounts in it, the number, the
                       rule it was cut on and the date it starts
                       owner: quota-setter        after: check-whole
                       by: <days>                 automation: supervised
  check-statements   - runs assessment: each page read back against the
                       CRM, the quota record and the pay plan, with
                       every disagreement named by seller
                       owner: coverage-check
                       after: build-statements    automation: autonomous
  load-systems       - human: ownership, quota records and the pay plan
                       loaded together, effective <effective date>, with
                       the previous version kept
                       owner: <your sales operations role>
                       after: check-statements
                       by: <days>                 automation: assisted
  brief-managers     - convenes briefing: every manager hears the carve,
                       their patches, their numbers and what changed
                       from last period, before their people see it
                       owner: <your sales leadership role>
                       after: load-systems
                       by: <days>                 automation: never
  release-statements - human: every seller sees their own statement on
                       one date, at one hour, whether or not every
                       manager has finished reading theirs
                       owner: <your sales leadership role>
                       after: brief-managers      automation: never
  open-appeals       - human: the window opens for <days>, and the form
                       says what an appeal has to name: the account, the
                       claim, and the evidence
                       owner: <your sales operations role>
                       after: release-statements  automation: assisted
  take-in-appeals    - runs collect-and-report: each appeal recorded
                       with who raised it, what it claims and what it
                       offers as evidence
                       owner: <your sales operations role>
                       after: open-appeals
                       by: <days>                 automation: assisted
  test-appeals       - runs assessment: each claim checked against the
                       account record, the history and the rule the
                       patch was cut on
                       owner: account-monitor     after: take-in-appeals
                       by: <days>                 automation: supervised
  decide-appeals     - convenes decide-and-announce: every appeal
                       decided in one sitting by <who>, each with the
                       reason recorded and the appellant told
                       owner: <your sales leadership role>
                       after: test-appeals
                       by: <days>                 automation: never
  apply-changes      - human: the upheld appeals applied, the map and
                       the quotas moved to a new version, and the
                       roll-up restated
                       owner: territory-modeler   after: decide-appeals
                       by: <days>                 automation: assisted
  publish-final      - human: the final carve at its version, to
                       everybody it binds, on <publication date>
                       owner: quota-setter
                       after: decide-appeals + apply-changes
                       automation: assisted
  report-release     - runs collect-and-report: who was told, when, and
                       who has not opened their statement yet
                       owner: analytics           after: publish-final
                       automation: autonomous
  record-learnings   - convenes debrief: what the appeals showed about
                       the carve, and which rule produced most of them
                       owner: analytics           after: report-release
                       automation: assisted
run-scoped:
  seen-by-seller - runs roll-call                owner: analytics
                   every: <cadence>
                   from: release-statements   until: publish-final
handoffs:
  take-in-carve -> check-whole [signed-carve]: the map and the quota
    set at their signed versions, and the date the carve takes effect
  check-whole -> build-statements [coverage-finding]: the completeness
    finding, with every unplaced account and every unheld patch named
  build-statements -> check-statements [seller-statements]: one page
    per seller, each naming the version of the map and the quota set
    it was built from
  check-statements -> load-systems [checked-statements]: the pages,
    and every place a page and a system disagree, named by seller
  load-systems -> brief-managers [carve-in-systems]: the carve as the
    systems now hold it, with the date it takes effect and the version
    it replaced
  brief-managers -> release-statements [manager-briefing]: what each
    manager heard, and every objection they raised before their people
    saw it
  release-statements -> open-appeals [delivery-record]: every
    statement delivered, with the hour each one was sent
  open-appeals -> take-in-appeals [appeal-window]: the closing date
    and what an appeal has to name to be heard
  take-in-appeals -> test-appeals [raised-appeals]: each appeal with
    its claim, its evidence and who raised it
  test-appeals -> decide-appeals [appeal-findings]: each claim checked
    against the record, with the finding and the rule it was tested
    against
  decide-appeals -> apply-changes [upheld-appeals]: the upheld
    appeals, each with what has to change on the map or the quota
  decide-appeals -> publish-final [appeal-decisions]: the decision
    on every appeal, upheld or not, with the reason recorded
  apply-changes -> publish-final [revised-carve]: the map and the
    quotas at a new version, and the roll-up restated against the
    number
  publish-final -> report-release [final-carve]: the final carve, its
    version, and who it went to
  report-release -> record-learnings [release-record]: who was told
    and when, and who never opened their statement
deviations:
  check-whole -> take-in-carve [carve-not-whole]: an account or a
    seller is unplaced, so the hole is filled in the approved carve
    rather than patched into a statement
  check-statements -> build-statements [page-and-system-disagree]: a
    page and the system that will pay on it name different accounts or
    different numbers, so the page is built again
  brief-managers -> take-in-carve [patch-cannot-be-staffed]: a manager
    finds a patch they cannot staff, so the carve is taken in again
    before anything reaches a seller
  apply-changes -> build-statements [statement-restated]: an upheld
    appeal changes a patch or a number, so the seller gets a new
    statement at the new version
bindings:
  roster:  <who holds each role - agents claiming the abstract agents
           above, and named people for the leader who decides the
           appeals, the regional managers and sales operations>
  systems: the territory map (read), the quota record (write),
           the CRM (write), the pay plan record (write),
           the notification channel (write), the appeal record (write)
  data:    the map at its signed version, the quota set at its signed
           version, <your appeal rules>, <your pay plan> at a version
policy:
  a manager hears the carve before the people they manage do
  every seller sees their own patch and their own number on the same
    date, and nobody sees somebody else's
  the appeal window is open for a stated number of days and closes on
    its date. An appeal after the close waits for the next carve
  an appeal is heard once. The same claim raised again goes nowhere
    unless it brings evidence the first hearing did not have
  every appeal gets a recorded reason, upheld or refused, and the person
    who raised it is told what it was
  nothing is published while a page and the system that pays on it
    disagree
  a change after the final carve is a new version with a date, and the
    version it replaces stays where it was
measures:
  cycle time: <days> from the signed quota set to the released
              statements
  reach: <target> share of sellers who opened their statement within
         <days>
  appeals: appeals raised per <n> sellers, and the share upheld
  quality gate: no statement released that disagrees with the system it
                will be paid 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.

295 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: publish the carve            id: <team>/publish-the-carve   v1
from: ref/rev/publish-the-carve v1
owner: <who>                          effective: <date>
trigger: the quota set for <period> is signed
         watch: record=<quota set> system=<your quota record>
                change=<a quota set is signed for a period>
concurrency: one run per period - a change after the final carve is a
             new version of the same run, not a second publication
goal: every seller holding their own territory and number on the same
      date, every appeal decided once with its reason recorded, and one
      final carve everybody is held to
phases:
  take-in-carve      - human: the map and the quota set at their signed
                       versions, and the date the carve is released
                       owner: quota-setter        after: trigger
                       automation: assisted
  check-whole        - runs assessment: every account placed, every
                       patch held by somebody, every seller holding
                       exactly one patch, every patch carrying a quota
                       owner: coverage-check      after: take-in-carve
                       automation: autonomous
  build-statements   - runs build-by-talent: one page per seller with
                       the patch, the accounts in it, the number, the
                       rule it was cut on and the date it starts
                       owner: quota-setter        after: check-whole
                       by: <days>                 automation: supervised
  check-statements   - runs assessment: each page read back against the
                       CRM, the quota record and the pay plan, with
                       every disagreement named by seller
                       owner: coverage-check
                       after: build-statements    automation: autonomous
  load-systems       - human: ownership, quota records and the pay plan
                       loaded together, effective <effective date>, with
                       the previous version kept
                       owner: <your sales operations role>
                       after: check-statements
                       by: <days>                 automation: assisted
  brief-managers     - convenes briefing: every manager hears the carve,
                       their patches, their numbers and what changed
                       from last period, before their people see it
                       owner: <your sales leadership role>
                       after: load-systems
                       by: <days>                 automation: never
  release-statements - human: every seller sees their own statement on
                       one date, at one hour, whether or not every
                       manager has finished reading theirs
                       owner: <your sales leadership role>
                       after: brief-managers      automation: never
  open-appeals       - human: the window opens for <days>, and the form
                       says what an appeal has to name: the account, the
                       claim, and the evidence
                       owner: <your sales operations role>
                       after: release-statements  automation: assisted
  take-in-appeals    - runs collect-and-report: each appeal recorded
                       with who raised it, what it claims and what it
                       offers as evidence
                       owner: <your sales operations role>
                       after: open-appeals
                       by: <days>                 automation: assisted
  test-appeals       - runs assessment: each claim checked against the
                       account record, the history and the rule the
                       patch was cut on
                       owner: account-monitor     after: take-in-appeals
                       by: <days>                 automation: supervised
  decide-appeals     - convenes decide-and-announce: every appeal
                       decided in one sitting by <who>, each with the
                       reason recorded and the appellant told
                       owner: <your sales leadership role>
                       after: test-appeals
                       by: <days>                 automation: never
  apply-changes      - human: the upheld appeals applied, the map and
                       the quotas moved to a new version, and the
                       roll-up restated
                       owner: territory-modeler   after: decide-appeals
                       by: <days>                 automation: assisted
  publish-final      - human: the final carve at its version, to
                       everybody it binds, on <publication date>
                       owner: quota-setter
                       after: decide-appeals + apply-changes
                       automation: assisted
  report-release     - runs collect-and-report: who was told, when, and
                       who has not opened their statement yet
                       owner: analytics           after: publish-final
                       automation: autonomous
  record-learnings   - convenes debrief: what the appeals showed about
                       the carve, and which rule produced most of them
                       owner: analytics           after: report-release
                       automation: assisted
run-scoped:
  seen-by-seller - runs roll-call                owner: analytics
                   every: <cadence>
                   from: release-statements   until: publish-final
handoffs:
  take-in-carve -> check-whole [signed-carve]: the map and the quota
    set at their signed versions, and the date the carve takes effect
  check-whole -> build-statements [coverage-finding]: the completeness
    finding, with every unplaced account and every unheld patch named
  build-statements -> check-statements [seller-statements]: one page
    per seller, each naming the version of the map and the quota set
    it was built from
  check-statements -> load-systems [checked-statements]: the pages,
    and every place a page and a system disagree, named by seller
  load-systems -> brief-managers [carve-in-systems]: the carve as the
    systems now hold it, with the date it takes effect and the version
    it replaced
  brief-managers -> release-statements [manager-briefing]: what each
    manager heard, and every objection they raised before their people
    saw it
  release-statements -> open-appeals [delivery-record]: every
    statement delivered, with the hour each one was sent
  open-appeals -> take-in-appeals [appeal-window]: the closing date
    and what an appeal has to name to be heard
  take-in-appeals -> test-appeals [raised-appeals]: each appeal with
    its claim, its evidence and who raised it
  test-appeals -> decide-appeals [appeal-findings]: each claim checked
    against the record, with the finding and the rule it was tested
    against
  decide-appeals -> apply-changes [upheld-appeals]: the upheld
    appeals, each with what has to change on the map or the quota
  decide-appeals -> publish-final [appeal-decisions]: the decision
    on every appeal, upheld or not, with the reason recorded
  apply-changes -> publish-final [revised-carve]: the map and the
    quotas at a new version, and the roll-up restated against the
    number
  publish-final -> report-release [final-carve]: the final carve, its
    version, and who it went to
  report-release -> record-learnings [release-record]: who was told
    and when, and who never opened their statement
deviations:
  check-whole -> take-in-carve [carve-not-whole]: an account or a
    seller is unplaced, so the hole is filled in the approved carve
    rather than patched into a statement
  check-statements -> build-statements [page-and-system-disagree]: a
    page and the system that will pay on it name different accounts or
    different numbers, so the page is built again
  brief-managers -> take-in-carve [patch-cannot-be-staffed]: a manager
    finds a patch they cannot staff, so the carve is taken in again
    before anything reaches a seller
  apply-changes -> build-statements [statement-restated]: an upheld
    appeal changes a patch or a number, so the seller gets a new
    statement at the new version
bindings:
  roster:  <who holds each role - agents claiming the abstract agents
           above, and named people for the leader who decides the
           appeals, the regional managers and sales operations>
  systems: the territory map (read), the quota record (write),
           the CRM (write), the pay plan record (write),
           the notification channel (write), the appeal record (write)
  data:    the map at its signed version, the quota set at its signed
           version, <your appeal rules>, <your pay plan> at a version
policy:
  a manager hears the carve before the people they manage do
  every seller sees their own patch and their own number on the same
    date, and nobody sees somebody else's
  the appeal window is open for a stated number of days and closes on
    its date. An appeal after the close waits for the next carve
  an appeal is heard once. The same claim raised again goes nowhere
    unless it brings evidence the first hearing did not have
  every appeal gets a recorded reason, upheld or refused, and the person
    who raised it is told what it was
  nothing is published while a page and the system that pays on it
    disagree
  a change after the final carve is a new version with a date, and the
    version it replaces stays where it was
measures:
  cycle time: <days> from the signed quota set to the released
              statements
  reach: <target> share of sellers who opened their statement within
         <days>
  appeals: appeals raised per <n> sellers, and the share upheld
  quality gate: no statement released that disagrees with the system it
                will be paid 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.

350 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: publish the carve            id: <team>/publish-the-carve   v1
from: ref/rev/publish-the-carve v1
owner: <who>                          effective: <date>
trigger: the quota set for <period> is signed
         watch: record=<quota set> system=<your quota record>
                change=<a quota set is signed for a period>
concurrency: one run per period - a change after the final carve is a
             new version of the same run, not a second publication
goal: every seller holding their own territory and number on the same
      date, every appeal decided once with its reason recorded, and one
      final carve everybody is held to
phases:
  take-in-carve      - human: the map and the quota set at their signed
                       versions, and the date the carve is released
                       owner: quota-setter        after: trigger
                       automation: assisted
  check-whole        - runs assessment: every account placed, every
                       patch held by somebody, every seller holding
                       exactly one patch, every patch carrying a quota
                       owner: coverage-check      after: take-in-carve
                       automation: autonomous
  build-statements   - runs build-by-talent: one page per seller with
                       the patch, the accounts in it, the number, the
                       rule it was cut on and the date it starts
                       owner: quota-setter        after: check-whole
                       by: <days>                 automation: supervised
  check-statements   - runs assessment: each page read back against the
                       CRM, the quota record and the pay plan, with
                       every disagreement named by seller
                       owner: coverage-check
                       after: build-statements    automation: autonomous
  load-systems       - human: ownership, quota records and the pay plan
                       loaded together, effective <effective date>, with
                       the previous version kept
                       owner: <your sales operations role>
                       after: check-statements
                       by: <days>                 automation: assisted
  brief-managers     - convenes briefing: every manager hears the carve,
                       their patches, their numbers and what changed
                       from last period, before their people see it
                       owner: <your sales leadership role>
                       after: load-systems
                       by: <days>                 automation: never
  release-statements - human: every seller sees their own statement on
                       one date, at one hour, whether or not every
                       manager has finished reading theirs
                       owner: <your sales leadership role>
                       after: brief-managers      automation: never
  open-appeals       - human: the window opens for <days>, and the form
                       says what an appeal has to name: the account, the
                       claim, and the evidence
                       owner: <your sales operations role>
                       after: release-statements  automation: assisted
  take-in-appeals    - runs collect-and-report: each appeal recorded
                       with who raised it, what it claims and what it
                       offers as evidence
                       owner: <your sales operations role>
                       after: open-appeals
                       by: <days>                 automation: assisted
  test-appeals       - runs assessment: each claim checked against the
                       account record, the history and the rule the
                       patch was cut on
                       owner: account-monitor     after: take-in-appeals
                       by: <days>                 automation: supervised
  decide-appeals     - convenes decide-and-announce: every appeal
                       decided in one sitting by <who>, each with the
                       reason recorded and the appellant told
                       owner: <your sales leadership role>
                       after: test-appeals
                       by: <days>                 automation: never
  apply-changes      - human: the upheld appeals applied, the map and
                       the quotas moved to a new version, and the
                       roll-up restated
                       owner: territory-modeler   after: decide-appeals
                       by: <days>                 automation: assisted
  publish-final      - human: the final carve at its version, to
                       everybody it binds, on <publication date>
                       owner: quota-setter
                       after: decide-appeals + apply-changes
                       automation: assisted
  report-release     - runs collect-and-report: who was told, when, and
                       who has not opened their statement yet
                       owner: analytics           after: publish-final
                       automation: autonomous
  record-learnings   - convenes debrief: what the appeals showed about
                       the carve, and which rule produced most of them
                       owner: analytics           after: report-release
                       automation: assisted
run-scoped:
  seen-by-seller - runs roll-call                owner: analytics
                   every: <cadence>
                   from: release-statements   until: publish-final
handoffs:
  take-in-carve -> check-whole [signed-carve]: the map and the quota
    set at their signed versions, and the date the carve takes effect
  check-whole -> build-statements [coverage-finding]: the completeness
    finding, with every unplaced account and every unheld patch named
  build-statements -> check-statements [seller-statements]: one page
    per seller, each naming the version of the map and the quota set
    it was built from
  check-statements -> load-systems [checked-statements]: the pages,
    and every place a page and a system disagree, named by seller
  load-systems -> brief-managers [carve-in-systems]: the carve as the
    systems now hold it, with the date it takes effect and the version
    it replaced
  brief-managers -> release-statements [manager-briefing]: what each
    manager heard, and every objection they raised before their people
    saw it
  release-statements -> open-appeals [delivery-record]: every
    statement delivered, with the hour each one was sent
  open-appeals -> take-in-appeals [appeal-window]: the closing date
    and what an appeal has to name to be heard
  take-in-appeals -> test-appeals [raised-appeals]: each appeal with
    its claim, its evidence and who raised it
  test-appeals -> decide-appeals [appeal-findings]: each claim checked
    against the record, with the finding and the rule it was tested
    against
  decide-appeals -> apply-changes [upheld-appeals]: the upheld
    appeals, each with what has to change on the map or the quota
  decide-appeals -> publish-final [appeal-decisions]: the decision
    on every appeal, upheld or not, with the reason recorded
  apply-changes -> publish-final [revised-carve]: the map and the
    quotas at a new version, and the roll-up restated against the
    number
  publish-final -> report-release [final-carve]: the final carve, its
    version, and who it went to
  report-release -> record-learnings [release-record]: who was told
    and when, and who never opened their statement
deviations:
  check-whole -> take-in-carve [carve-not-whole]: an account or a
    seller is unplaced, so the hole is filled in the approved carve
    rather than patched into a statement
  check-statements -> build-statements [page-and-system-disagree]: a
    page and the system that will pay on it name different accounts or
    different numbers, so the page is built again
  brief-managers -> take-in-carve [patch-cannot-be-staffed]: a manager
    finds a patch they cannot staff, so the carve is taken in again
    before anything reaches a seller
  apply-changes -> build-statements [statement-restated]: an upheld
    appeal changes a patch or a number, so the seller gets a new
    statement at the new version
bindings:
  roster:  <who holds each role - agents claiming the abstract agents
           above, and named people for the leader who decides the
           appeals, the regional managers and sales operations>
  systems: the territory map (read), the quota record (write),
           the CRM (write), the pay plan record (write),
           the notification channel (write), the appeal record (write)
  data:    the map at its signed version, the quota set at its signed
           version, <your appeal rules>, <your pay plan> at a version
policy:
  a manager hears the carve before the people they manage do
  every seller sees their own patch and their own number on the same
    date, and nobody sees somebody else's
  the appeal window is open for a stated number of days and closes on
    its date. An appeal after the close waits for the next carve
  an appeal is heard once. The same claim raised again goes nowhere
    unless it brings evidence the first hearing did not have
  every appeal gets a recorded reason, upheld or refused, and the person
    who raised it is told what it was
  nothing is published while a page and the system that pays on it
    disagree
  a change after the final carve is a new version with a date, and the
    version it replaces stays where it was
measures:
  cycle time: <days> from the signed quota set to the released
              statements
  reach: <target> share of sellers who opened their statement within
         <days>
  appeals: appeals raised per <n> sellers, and the share upheld
  quality gate: no statement released that disagrees with the system it
                will be paid 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.

355 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: publish the carve            id: <team>/publish-the-carve   v1
from: ref/rev/publish-the-carve v1
owner: <who>                          effective: <date>
trigger: the quota set for <period> is signed
         watch: record=<quota set> system=<your quota record>
                change=<a quota set is signed for a period>
concurrency: one run per period - a change after the final carve is a
             new version of the same run, not a second publication
goal: every seller holding their own territory and number on the same
      date, every appeal decided once with its reason recorded, and one
      final carve everybody is held to
phases:
  take-in-carve      - human: the map and the quota set at their signed
                       versions, and the date the carve is released
                       owner: quota-setter        after: trigger
                       automation: assisted
  check-whole        - runs assessment: every account placed, every
                       patch held by somebody, every seller holding
                       exactly one patch, every patch carrying a quota
                       owner: coverage-check      after: take-in-carve
                       automation: autonomous
  build-statements   - runs build-by-talent: one page per seller with
                       the patch, the accounts in it, the number, the
                       rule it was cut on and the date it starts
                       owner: quota-setter        after: check-whole
                       by: <days>                 automation: supervised
  check-statements   - runs assessment: each page read back against the
                       CRM, the quota record and the pay plan, with
                       every disagreement named by seller
                       owner: coverage-check
                       after: build-statements    automation: autonomous
  load-systems       - human: ownership, quota records and the pay plan
                       loaded together, effective <effective date>, with
                       the previous version kept
                       owner: <your sales operations role>
                       after: check-statements
                       by: <days>                 automation: assisted
  brief-managers     - convenes briefing: every manager hears the carve,
                       their patches, their numbers and what changed
                       from last period, before their people see it
                       owner: <your sales leadership role>
                       after: load-systems
                       by: <days>                 automation: never
  release-statements - human: every seller sees their own statement on
                       one date, at one hour, whether or not every
                       manager has finished reading theirs
                       owner: <your sales leadership role>
                       after: brief-managers      automation: never
  open-appeals       - human: the window opens for <days>, and the form
                       says what an appeal has to name: the account, the
                       claim, and the evidence
                       owner: <your sales operations role>
                       after: release-statements  automation: assisted
  take-in-appeals    - runs collect-and-report: each appeal recorded
                       with who raised it, what it claims and what it
                       offers as evidence
                       owner: <your sales operations role>
                       after: open-appeals
                       by: <days>                 automation: assisted
  test-appeals       - runs assessment: each claim checked against the
                       account record, the history and the rule the
                       patch was cut on
                       owner: account-monitor     after: take-in-appeals
                       by: <days>                 automation: supervised
  decide-appeals     - convenes decide-and-announce: every appeal
                       decided in one sitting by <who>, each with the
                       reason recorded and the appellant told
                       owner: <your sales leadership role>
                       after: test-appeals
                       by: <days>                 automation: never
  apply-changes      - human: the upheld appeals applied, the map and
                       the quotas moved to a new version, and the
                       roll-up restated
                       owner: territory-modeler   after: decide-appeals
                       by: <days>                 automation: assisted
  publish-final      - human: the final carve at its version, to
                       everybody it binds, on <publication date>
                       owner: quota-setter
                       after: decide-appeals + apply-changes
                       automation: assisted
  report-release     - runs collect-and-report: who was told, when, and
                       who has not opened their statement yet
                       owner: analytics           after: publish-final
                       automation: autonomous
  record-learnings   - convenes debrief: what the appeals showed about
                       the carve, and which rule produced most of them
                       owner: analytics           after: report-release
                       automation: assisted
run-scoped:
  seen-by-seller - runs roll-call                owner: analytics
                   every: <cadence>
                   from: release-statements   until: publish-final
handoffs:
  take-in-carve -> check-whole [signed-carve]: the map and the quota
    set at their signed versions, and the date the carve takes effect
  check-whole -> build-statements [coverage-finding]: the completeness
    finding, with every unplaced account and every unheld patch named
  build-statements -> check-statements [seller-statements]: one page
    per seller, each naming the version of the map and the quota set
    it was built from
  check-statements -> load-systems [checked-statements]: the pages,
    and every place a page and a system disagree, named by seller
  load-systems -> brief-managers [carve-in-systems]: the carve as the
    systems now hold it, with the date it takes effect and the version
    it replaced
  brief-managers -> release-statements [manager-briefing]: what each
    manager heard, and every objection they raised before their people
    saw it
  release-statements -> open-appeals [delivery-record]: every
    statement delivered, with the hour each one was sent
  open-appeals -> take-in-appeals [appeal-window]: the closing date
    and what an appeal has to name to be heard
  take-in-appeals -> test-appeals [raised-appeals]: each appeal with
    its claim, its evidence and who raised it
  test-appeals -> decide-appeals [appeal-findings]: each claim checked
    against the record, with the finding and the rule it was tested
    against
  decide-appeals -> apply-changes [upheld-appeals]: the upheld
    appeals, each with what has to change on the map or the quota
  decide-appeals -> publish-final [appeal-decisions]: the decision
    on every appeal, upheld or not, with the reason recorded
  apply-changes -> publish-final [revised-carve]: the map and the
    quotas at a new version, and the roll-up restated against the
    number
  publish-final -> report-release [final-carve]: the final carve, its
    version, and who it went to
  report-release -> record-learnings [release-record]: who was told
    and when, and who never opened their statement
deviations:
  check-whole -> take-in-carve [carve-not-whole]: an account or a
    seller is unplaced, so the hole is filled in the approved carve
    rather than patched into a statement
  check-statements -> build-statements [page-and-system-disagree]: a
    page and the system that will pay on it name different accounts or
    different numbers, so the page is built again
  brief-managers -> take-in-carve [patch-cannot-be-staffed]: a manager
    finds a patch they cannot staff, so the carve is taken in again
    before anything reaches a seller
  apply-changes -> build-statements [statement-restated]: an upheld
    appeal changes a patch or a number, so the seller gets a new
    statement at the new version
bindings:
  roster:  <who holds each role - agents claiming the abstract agents
           above, and named people for the leader who decides the
           appeals, the regional managers and sales operations>
  systems: the territory map (read), the quota record (write),
           the CRM (write), the pay plan record (write),
           the notification channel (write), the appeal record (write)
  data:    the map at its signed version, the quota set at its signed
           version, <your appeal rules>, <your pay plan> at a version
policy:
  a manager hears the carve before the people they manage do
  every seller sees their own patch and their own number on the same
    date, and nobody sees somebody else's
  the appeal window is open for a stated number of days and closes on
    its date. An appeal after the close waits for the next carve
  an appeal is heard once. The same claim raised again goes nowhere
    unless it brings evidence the first hearing did not have
  every appeal gets a recorded reason, upheld or refused, and the person
    who raised it is told what it was
  nothing is published while a page and the system that pays on it
    disagree
  a change after the final carve is a new version with a date, and the
    version it replaces stays where it was
measures:
  cycle time: <days> from the signed quota set to the released
              statements
  reach: <target> share of sellers who opened their statement within
         <days>
  appeals: appeals raised per <n> sellers, and the share upheld
  quality gate: no statement released that disagrees with the system it
                will be paid 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.

346 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: publish the carve            id: <team>/publish-the-carve   v1
from: ref/rev/publish-the-carve v1
owner: <who>                          effective: <date>
trigger: the quota set for <period> is signed
         watch: record=<quota set> system=<your quota record>
                change=<a quota set is signed for a period>
concurrency: one run per period - a change after the final carve is a
             new version of the same run, not a second publication
goal: every seller holding their own territory and number on the same
      date, every appeal decided once with its reason recorded, and one
      final carve everybody is held to
phases:
  take-in-carve      - human: the map and the quota set at their signed
                       versions, and the date the carve is released
                       owner: quota-setter        after: trigger
                       automation: assisted
  check-whole        - runs assessment: every account placed, every
                       patch held by somebody, every seller holding
                       exactly one patch, every patch carrying a quota
                       owner: coverage-check      after: take-in-carve
                       automation: autonomous
  build-statements   - runs build-by-talent: one page per seller with
                       the patch, the accounts in it, the number, the
                       rule it was cut on and the date it starts
                       owner: quota-setter        after: check-whole
                       by: <days>                 automation: supervised
  check-statements   - runs assessment: each page read back against the
                       CRM, the quota record and the pay plan, with
                       every disagreement named by seller
                       owner: coverage-check
                       after: build-statements    automation: autonomous
  load-systems       - human: ownership, quota records and the pay plan
                       loaded together, effective <effective date>, with
                       the previous version kept
                       owner: <your sales operations role>
                       after: check-statements
                       by: <days>                 automation: assisted
  brief-managers     - convenes briefing: every manager hears the carve,
                       their patches, their numbers and what changed
                       from last period, before their people see it
                       owner: <your sales leadership role>
                       after: load-systems
                       by: <days>                 automation: never
  release-statements - human: every seller sees their own statement on
                       one date, at one hour, whether or not every
                       manager has finished reading theirs
                       owner: <your sales leadership role>
                       after: brief-managers      automation: never
  open-appeals       - human: the window opens for <days>, and the form
                       says what an appeal has to name: the account, the
                       claim, and the evidence
                       owner: <your sales operations role>
                       after: release-statements  automation: assisted
  take-in-appeals    - runs collect-and-report: each appeal recorded
                       with who raised it, what it claims and what it
                       offers as evidence
                       owner: <your sales operations role>
                       after: open-appeals
                       by: <days>                 automation: assisted
  test-appeals       - runs assessment: each claim checked against the
                       account record, the history and the rule the
                       patch was cut on
                       owner: account-monitor     after: take-in-appeals
                       by: <days>                 automation: supervised
  decide-appeals     - convenes decide-and-announce: every appeal
                       decided in one sitting by <who>, each with the
                       reason recorded and the appellant told
                       owner: <your sales leadership role>
                       after: test-appeals
                       by: <days>                 automation: never
  apply-changes      - human: the upheld appeals applied, the map and
                       the quotas moved to a new version, and the
                       roll-up restated
                       owner: territory-modeler   after: decide-appeals
                       by: <days>                 automation: assisted
  publish-final      - human: the final carve at its version, to
                       everybody it binds, on <publication date>
                       owner: quota-setter
                       after: decide-appeals + apply-changes
                       automation: assisted
  report-release     - runs collect-and-report: who was told, when, and
                       who has not opened their statement yet
                       owner: analytics           after: publish-final
                       automation: autonomous
  record-learnings   - convenes debrief: what the appeals showed about
                       the carve, and which rule produced most of them
                       owner: analytics           after: report-release
                       automation: assisted
run-scoped:
  seen-by-seller - runs roll-call                owner: analytics
                   every: <cadence>
                   from: release-statements   until: publish-final
handoffs:
  take-in-carve -> check-whole [signed-carve]: the map and the quota
    set at their signed versions, and the date the carve takes effect
  check-whole -> build-statements [coverage-finding]: the completeness
    finding, with every unplaced account and every unheld patch named
  build-statements -> check-statements [seller-statements]: one page
    per seller, each naming the version of the map and the quota set
    it was built from
  check-statements -> load-systems [checked-statements]: the pages,
    and every place a page and a system disagree, named by seller
  load-systems -> brief-managers [carve-in-systems]: the carve as the
    systems now hold it, with the date it takes effect and the version
    it replaced
  brief-managers -> release-statements [manager-briefing]: what each
    manager heard, and every objection they raised before their people
    saw it
  release-statements -> open-appeals [delivery-record]: every
    statement delivered, with the hour each one was sent
  open-appeals -> take-in-appeals [appeal-window]: the closing date
    and what an appeal has to name to be heard
  take-in-appeals -> test-appeals [raised-appeals]: each appeal with
    its claim, its evidence and who raised it
  test-appeals -> decide-appeals [appeal-findings]: each claim checked
    against the record, with the finding and the rule it was tested
    against
  decide-appeals -> apply-changes [upheld-appeals]: the upheld
    appeals, each with what has to change on the map or the quota
  decide-appeals -> publish-final [appeal-decisions]: the decision
    on every appeal, upheld or not, with the reason recorded
  apply-changes -> publish-final [revised-carve]: the map and the
    quotas at a new version, and the roll-up restated against the
    number
  publish-final -> report-release [final-carve]: the final carve, its
    version, and who it went to
  report-release -> record-learnings [release-record]: who was told
    and when, and who never opened their statement
deviations:
  check-whole -> take-in-carve [carve-not-whole]: an account or a
    seller is unplaced, so the hole is filled in the approved carve
    rather than patched into a statement
  check-statements -> build-statements [page-and-system-disagree]: a
    page and the system that will pay on it name different accounts or
    different numbers, so the page is built again
  brief-managers -> take-in-carve [patch-cannot-be-staffed]: a manager
    finds a patch they cannot staff, so the carve is taken in again
    before anything reaches a seller
  apply-changes -> build-statements [statement-restated]: an upheld
    appeal changes a patch or a number, so the seller gets a new
    statement at the new version
bindings:
  roster:  <who holds each role - agents claiming the abstract agents
           above, and named people for the leader who decides the
           appeals, the regional managers and sales operations>
  systems: the territory map (read), the quota record (write),
           the CRM (write), the pay plan record (write),
           the notification channel (write), the appeal record (write)
  data:    the map at its signed version, the quota set at its signed
           version, <your appeal rules>, <your pay plan> at a version
policy:
  a manager hears the carve before the people they manage do
  every seller sees their own patch and their own number on the same
    date, and nobody sees somebody else's
  the appeal window is open for a stated number of days and closes on
    its date. An appeal after the close waits for the next carve
  an appeal is heard once. The same claim raised again goes nowhere
    unless it brings evidence the first hearing did not have
  every appeal gets a recorded reason, upheld or refused, and the person
    who raised it is told what it was
  nothing is published while a page and the system that pays on it
    disagree
  a change after the final carve is a new version with a date, and the
    version it replaces stays where it was
measures:
  cycle time: <days> from the signed quota set to the released
              statements
  reach: <target> share of sellers who opened their statement within
         <days>
  appeals: appeals raised per <n> sellers, and the share upheld
  quality gate: no statement released that disagrees with the system it
                will be paid 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

31 blanks to fill. Everything else is the process.

this process from: ref/rev/publish-the-carve 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.