@memberjunction/server 2.104.0 → 2.106.0

package/src/services/TaskOrchestration-Integration.md

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+# Task Orchestration Integration Guide
+
+## Overview
+This document explains how to integrate the TaskOrchestrator into the Conversation Manager agent flow.
+
+## Components Created
+
+1. **TaskOrchestrator** (`/services/TaskOrchestrator.ts`)
+   - Creates tasks from LLM task graphs
+   - Manages task dependencies
+   - Executes tasks in proper order
+   - Passes outputs between tasks
+
+2. **Updated Conversation Manager Prompt** (`/metadata/prompts/templates/conversations/conversation-manager-agent.template.md`)
+   - Now supports returning task graphs
+   - Backward compatible with simple agent delegation
+
+## Integration Points
+
+### 1. Where to Add Task Orchestration Logic
+
+When the Conversation Manager agent returns a response, check the `payloadChangeRequest.newElements` for either:
+
+**Simple delegation (existing):**
+```typescript
+if (newElements.invokeAgent) {
+    // Existing flow - delegate to single agent
+    const agentName = newElements.invokeAgent;
+    // ... invoke agent ...
+}
+```
+
+**Multi-step orchestration (new):**
+```typescript
+if (newElements.taskGraph) {
+    const taskGraph = newElements.taskGraph;
+
+    if (taskGraph.isMultiStep) {
+        // Create tasks in database
+        const orchestrator = new TaskOrchestrator(contextUser);
+        const taskIdMap = await orchestrator.createTasksFromGraph(
+            taskGraph,
+            conversationDetailId,
+            environmentId
+        );
+
+        // Execute tasks (respecting dependencies)
+        const results = await orchestrator.executeTasksForConversation(
+            conversationDetailId
+        );
+
+        // Send results back to conversation
+        // ... format and return results ...
+    }
+}
+```
+
+### 2. Suggested Integration Location
+
+**Option A: In RunAIAgent Resolver**
+- File: `/packages/MJServer/src/resolvers/RunAIAgentResolver.ts`
+- After agent execution, check the result payload for taskGraph
+- Create and execute tasks if multi-step
+
+**Option B: In AskSkip Resolver**
+- File: `/packages/MJServer/src/resolvers/AskSkipResolver.ts`
+- When processing conversation manager responses
+- Check for taskGraph in the response payload
+
+**Option C: New Task Resolver (Recommended)**
+- Create `/packages/MJServer/src/resolvers/TaskResolver.ts`
+- Add mutation: `ExecuteTaskGraph(taskGraph, conversationDetailId, environmentId)`
+- Keep task orchestration logic separate and reusable
+
+### 3. Example Integration Code
+
+```typescript
+import { TaskOrchestrator, TaskGraphResponse } from '../services/TaskOrchestrator.js';
+
+// In your resolver after Conversation Manager responds
+async handleConversationManagerResponse(
+    agentResult: ExecuteAgentResult,
+    conversationDetailId: string,
+    environmentId: string,
+    contextUser: UserInfo
+): Promise<void> {
+    // Check if response contains a task graph
+    if (agentResult.payload?.taskGraph) {
+        const taskGraph: TaskGraphResponse = agentResult.payload.taskGraph;
+
+        if (taskGraph.isMultiStep) {
+            LogStatus(`Multi-step workflow detected: ${taskGraph.tasks.length} tasks`);
+
+            // Create task orchestrator
+            const orchestrator = new TaskOrchestrator(contextUser);
+
+            // Create tasks and dependencies
+            const taskIdMap = await orchestrator.createTasksFromGraph(
+                taskGraph,
+                conversationDetailId,
+                environmentId
+            );
+
+            LogStatus(`Created ${taskIdMap.size} tasks with dependencies`);
+
+            // Execute tasks in proper order
+            const results = await orchestrator.executeTasksForConversation(
+                conversationDetailId
+            );
+
+            // Log results
+            for (const result of results) {
+                if (result.success) {
+                    LogStatus(`Task ${result.taskId} completed successfully`);
+                } else {
+                    LogError(`Task ${result.taskId} failed: ${result.error}`);
+                }
+            }
+
+            // Return task completion summary to user
+            return {
+                success: true,
+                message: `Completed ${results.filter(r => r.success).length} of ${results.length} tasks`,
+                results: results
+            };
+        }
+    }
+
+    // Simple agent delegation (existing flow)
+    if (agentResult.payload?.invokeAgent) {
+        // ... existing single-agent delegation logic ...
+    }
+}
+```
+
+### 4. UI Integration
+
+The existing task UI components already work with TaskEntity:
+- `/packages/Angular/Generic/conversations/src/lib/components/task/task-list.component.ts`
+- Tasks will automatically appear in the task list
+- Users can see progress, dependencies, and results
+
+### 5. Testing
+
+**Test Single-Step (Backward Compatibility):**
+```
+User: "Analyze our sales data"
+Expected: Conversation Manager delegates to Analysis Agent (existing behavior)
+```
+
+**Test Multi-Step:**
+```
+User: "Research associations with 5-30M revenue in USA, then create a GTM report"
+Expected:
+- Conversation Manager returns taskGraph
+- Task 1 (Research) executes
+- Task 2 (GTM Report) waits for Task 1
+- Task 2 receives Task 1 output
+- Both complete successfully
+```
+
+## Database Schema
+
+No changes needed! TaskEntity and TaskDependencyEntity already exist with all required fields.
+
+**Note:** For production, consider adding these optional columns to Task table:
+- `InputPayload` NVARCHAR(MAX) - Better than embedding in Description
+- `OutputPayload` NVARCHAR(MAX) - Better than embedding in Description
+
+Current implementation uses Description field with `__TASK_METADATA__` and `__TASK_OUTPUT__` markers as a workaround.
+
+## Future Enhancements
+
+1. **Parallel Execution**: Modify executeTasksForConversation() to run independent tasks concurrently
+2. **Progress Streaming**: Use WebSockets to stream task progress to UI
+3. **Task Templates**: Save common workflows as reusable templates
+4. **Error Recovery**: Add retry logic and error handling strategies
+5. **Task Cancellation**: Allow users to cancel in-progress task chains
+6. **Visualization**: Show task dependency graph in UI
+
+## Questions?
+
+- TaskOrchestrator handles all task lifecycle management
+- Conversation Manager LLM determines when to use multi-step
+- Existing UI components display tasks automatically
+- Fully backward compatible with simple delegation
+
+Integration should take ~1-2 hours for experienced developer familiar with the codebase.