Implementation Plan: Case Management

Implement agent-orchestrated case management using CMMN primitives: cases, stages, tasks, milestones, and artifact pipelines, with governance and auditability. Integrates with Agent Society for HITL escalations and A2A/Semantic Kernel for AI-powered case processing.

Provenance & Traceability

Architectural Decisions (ADRs)

Product Requirements (PRDs)

Software Design Specifications (SDS)

Architecture and Design

Cross-Plan Synergy Architecture

graph LR
    subgraph "UI Layer (P020)"
        ZED[Zed IDE]
        LIBRE[LibreChat]
    end

    subgraph "Case Management (P023)"
        CASE[Case Service]
        TASK[Task Manager]
        ARTIFACT[Artifact Pipeline]
    end

    subgraph "Agent Society (P015)"
        HITL[HITL Escalation]
        REGISTRY[Agent Registry]
    end

    subgraph "A2A + SK (P027)"
        A2A[A2A Server]
        SK[Semantic Kernel]
    end

    ZED -->|creates case| CASE
    LIBRE -->|updates case| CASE
    CASE --> TASK
    TASK -->|requires approval| HITL
    TASK -->|delegate| A2A
    A2A --> SK
    ARTIFACT --> SK

Integration Points

Design Principles Applied

• Isomorphism: Case models and workflows are explicit, schema-backed artifacts.
• Invariants: Case transitions are valid only if lifecycle constraints hold.
• Idempotency: Task actions are replay-safe via action IDs.

Proposed Cycles

Task Breakdown

Wave 1: Core Case Model (Parallel)

• C1A: Finalize case schema and lifecycle transitions
  • Implements: Case primitives (id/status/parties/stages)
  • Satisfies: ADR-021
  • Files: docs/specs/cognitive-extension/sds/012-case-management-service.md
• C1B: Finalize task types and assignment rules
  • Implements: Human/automated/decision tasks + escalation
  • Satisfies: ADR-021

Wave 2: Artifacts & HITL (Depends on Wave 1)

• C2A: Finalize artifact pipeline and evidence capture
  • Implements: Attachments, versioning, provenance
• C2B: Integrate Agent Society HITL
  • Implements: Case tasks trigger HITL approval flow (SDS-031)
  • Leverages: P015 Agent Society

Wave 3: AI & IDE Integration (Depends on Wave 2)

• C3A: A2A task delegation from cases
  • Implements: Delegate case tasks to external A2A agents
  • Leverages: P027 A2A Client, Semantic Kernel
• C3B: IDE-triggered case creation
  • Implements: Create governance cases from Zed/LibreChat
  • Leverages: P020 Platform UI

Validation & Verification

Spec Validation

• Case schema includes stages, tasks, milestones, and artifacts
• Task escalation integrates with SDS-031 HITL

Implementation Validation

• Case lifecycle actions are deterministic and auditable
• A2A delegation creates observable remote tasks
• IDE actions can create/update cases

Open Questions

1. What is the MVP case domain? → Governance incidents
2. Integrate with Semantic Debt? → Yes (tight integration)
3. NEW: Which A2A skills should cases delegate to? → TBD per case type

Risks & Mitigation

Related Documents