house-lights 1.2.1 → 1.4.0

package/skills/cast-list/examples/agents/bodega-loja-fisica/topics/Fallback.topic.mcs.yml

@@ -8,13 +8,13 @@ beginDialog:
   priority: -1
   actions:
     - kind: ConditionGroup
-      id: conditionGroup_ntofKN
+      id: conditionGroup_RZknOG
       conditions:
-        - id: conditionItem_9l9haQ
+        - id: conditionItem_ouQR9I
           condition: =System.FallbackCount < 3
           actions:
             - kind: SendActivity
-              id: sendMessage_luRZkn
+              id: sendMessage_HJE10P
               activity:
                 text:
                   - "Desculpe, não entendi. Pode reformular a sua pergunta?"
@@ -22,11 +22,11 @@ beginDialog:
 
       elseActions:
         - kind: SendActivity
-          id: sendMessage_sI3CUS
+          id: sendMessage_ofKN9l
           activity:
             text:
               - "Estou com dificuldade para entender o seu pedido. Vou te encaminhar para alguém da equipe Bodega Azul."
 
         - kind: BeginDialog
-          id: beginDialog_kw6sI2
+          id: beginDialog_9haQlu
           dialog: cr7b2_bodegaLojaFisica.topic.Escalate

package/skills/cast-list/examples/agents/bodega-loja-fisica/topics/Greeting.topic.mcs.yml

@@ -7,7 +7,7 @@ beginDialog:
   id: main
   actions:
     - kind: SendActivity
-      id: sendMessage_ygbWUz
+      id: sendMessage_6sI2nt
       activity:
         text:
           - "Olá! Eu sou o {System.Bot.Name}. Quer saber sobre a nossa loja física ou retirada de pedidos?"

package/skills/cast-list/examples/agents/bodega-loja-fisica/topics/OnError.topic.mcs.yml

@@ -8,18 +8,18 @@ beginDialog:
   id: main
   actions:
     - kind: SetVariable
-      id: setVariable_9IHJE1
+      id: setVariable_Uv9BG8
       variable: init:Topic.CurrentTime
       value: =Text(Now(), DateTimeFormat.UTC)
 
     - kind: ConditionGroup
-      id: conditionGroup_0PSyKa
+      id: conditionGroup_7OYQil
       conditions:
-        - id: conditionItem_gbUv9B
+        - id: conditionItem_fzDk3T
           condition: =System.Conversation.InTestMode = true
           actions:
             - kind: SendActivity
-              id: sendMessage_G87OYQ
+              id: sendMessage_HlIi9C
               activity: |-
                 Mensagem de erro: {System.Error.Message}
                 Código do erro: {System.Error.Code}
@@ -28,7 +28,7 @@ beginDialog:
 
       elseActions:
         - kind: SendActivity
-          id: sendMessage_ilfzDk
+          id: sendMessage_dN6hXK
           activity:
             text:
               - |-
@@ -40,4 +40,4 @@ beginDialog:
               - Ocorreu um erro, por favor tente novamente.
 
     - kind: CancelAllDialogs
-      id: cancelAllDialogs_3THlIi
+      id: cancelAllDialogs_zVC7En

package/skills/cast-list/examples/agents/bodega-loja-fisica/topics/RecebimentoOrquestrador.topic.mcs.yml

@@ -8,7 +8,7 @@ beginDialog:
   id: main
   actions:
     - kind: SetVariable
-      id: setVariable_9CdN6h
+      id: setVariable_qfPOHb
       variable: Global.CategoriaSolicitacao
       value: =System.Activity.Value.CategoriaSolicitacao
 

package/skills/cast-list/examples/agents/bodega-loja-fisica/workflows/ListarLojas-3f2a9c1d/metadata.yml

@@ -0,0 +1,3 @@
+displayName: Listar lojas
+workflowId: 3f2a9c1d-5e6f-4a7b-8c9d-0e1f2a3b4c5d
+jsonFileName: workflow.json

package/skills/cast-list/examples/agents/bodega-loja-fisica/workflows/ListarLojas-3f2a9c1d/workflow.json

@@ -0,0 +1,56 @@
+{
+  "properties": {
+    "displayName": "Listar lojas",
+    "connectionReferences": {},
+    "definition": {
+      "$schema": "https://schema.management.azure.com/providers/Microsoft.Logic/schemas/2016-06-01/workflowdefinition.json#",
+      "contentVersion": "1.0.0.0",
+      "triggers": {
+        "manual": {
+          "type": "Request",
+          "kind": "Skills",
+          "inputs": {
+            "schema": {
+              "type": "object",
+              "properties": {
+                "resumo": {
+                  "type": "string"
+                }
+              }
+            }
+          }
+        }
+      },
+      "actions": {
+        "Listar": {
+          "type": "OpenApiConnection",
+          "inputs": {
+            "host": {
+              "apiId": "/providers/Microsoft.PowerApps/apis/shared_commondataserviceforapps",
+              "connectionName": "shared_commondataserviceforapps",
+              "operationId": "ListRecords"
+            },
+            "parameters": {
+              "entityName": "lojas"
+            }
+          }
+        },
+        "Responder": {
+          "type": "Response",
+          "kind": "Skills",
+          "runAfter": {
+            "Listar": [
+              "Succeeded"
+            ]
+          },
+          "inputs": {
+            "statusCode": 200,
+            "body": {
+              "resultado": "@outputs('Resultado')"
+            }
+          }
+        }
+      }
+    }
+  }
+}

package/skills/cast-list/examples/agents/bodega-orquestrador/actions/AgenteCupons.mcs.yml

@@ -8,7 +8,7 @@ inputs:
     value: =Global.CategoriaSolicitacao
 
 modelDisplayName: Bodega Azul - Cupons
-modelDescription: "Agente especialista em cupons e promoções: validação de códigos, regras de uso e campanhas vigentes. Use quando a categoria for Cupons."
+modelDescription: "Cupons."
 action:
   kind: InvokeConnectedAgentTaskAction
   inputType:

package/skills/cast-list/examples/agents/bodega-orquestrador/actions/AgenteFidelidade.mcs.yml

@@ -0,0 +1,24 @@
+mcs.metadata:
+  componentName: Agente Fidelidade
+  description: Agente conectado Bodega Azul - Fidelidade.
+kind: TaskDialog
+inputs:
+  - kind: ManualTaskInput
+    propertyName: CategoriaSolicitacao
+    value: =Global.CategoriaSolicitacao
+
+modelDisplayName: Bodega Azul - Fidelidade
+modelDescription: "Agente especialista no programa de fidelidade: pontos, níveis e resgates. Use quando a categoria for Fidelidade."
+action:
+  kind: InvokeConnectedAgentTaskAction
+  inputType:
+    properties:
+      CategoriaSolicitacao:
+        displayName: CategoriaSolicitacao
+        description: Categoria da solicitação definida pelo orquestrador.
+        isRequired: true
+        type: String
+
+  botSchemaName: cr7b2_bodegaFidelidade
+  historyType:
+    kind: ConversationHistory

package/skills/cast-list/examples/agents/bodega-orquestrador/actions/AgenteFrete.mcs.yml

@@ -2,23 +2,11 @@ mcs.metadata:
   componentName: Agente Frete
   description: Agente conectado Bodega Azul - Frete.
 kind: TaskDialog
-inputs:
-  - kind: ManualTaskInput
-    propertyName: CategoriaSolicitacao
-    value: =Global.CategoriaSolicitacao
-
 modelDisplayName: Bodega Azul - Frete
 modelDescription: "Agente especialista em frete e entregas: modalidades, prazos por região e frete grátis. Use quando a categoria for Frete."
 action:
   kind: InvokeConnectedAgentTaskAction
-  inputType:
-    properties:
-      CategoriaSolicitacao:
-        displayName: CategoriaSolicitacao
-        description: Categoria da solicitação definida pelo orquestrador.
-        isRequired: true
-        type: String
-
+  inputType: {}
   botSchemaName: cr7b2_bodegaFrete
   historyType:
-    kind: ConversationHistory
+    kind: NoHistory

package/skills/cast-list/examples/agents/bodega-orquestrador/agent.mcs.yml

@@ -20,6 +20,8 @@ instructions: |
   Regras:
   - Responda sempre em português do Brasil, de forma cordial e objetiva
   - Se o cliente pedir para falar com uma pessoa, use o tópico de escalonamento
+
+  Não use emojis.
 conversationStarters:
   - title: "Meu pedido"
     text: "Onde está o meu pedido?"

package/skills/cast-list/examples/agents/bodega-pedidos/actions/AbrirChamadoERP.mcs.yml

@@ -0,0 +1,15 @@
+mcs.metadata:
+  componentName: Abrir chamado no ERP
+  description: Abre um chamado no ERP da Bodega Azul pelo fluxo da solução.
+kind: TaskDialog
+inputs:
+  - kind: AutomaticTaskInput
+    propertyName: resumo
+    description: Resumo do pedido do cliente, em uma frase.
+    shouldPromptUser: false
+
+modelDisplayName: Abrir chamado no ERP
+modelDescription: Abre um chamado no ERP quando o cliente pede uma ação que a loja precisa executar (troca, cancelamento, reembolso).
+action:
+  kind: InvokeFlowTaskAction
+  flowId: 7d1c2a4e-3b5f-4c6d-8e9f-0a1b2c3d4e5f

package/skills/cast-list/examples/agents/bodega-pedidos/actions/EnviarResumoPedido.mcs.yml

@@ -25,7 +25,7 @@ modelDisplayName: Enviar resumo do pedido por e-mail
 modelDescription: "Envia ao cliente, pelo Outlook, um e-mail com o resumo do atendimento sobre o pedido. Use somente quando o cliente pedir o resumo por e-mail."
 action:
   kind: InvokeConnectorTaskAction
-  connectionReference: cr7b2_bodegaPedidos.shared_office365.shared-office365-1fd81bee-61e1-4016-a98e-c7e0977d7f43
+  connectionReference: cr7b2_bodegaPedidos.shared_office365.shared-office365-d1f6a460-51c5-47c6-9010-aec0018a7a95
   connectionProperties:
     mode: Maker
 

package/skills/cast-list/examples/agents/bodega-pedidos/agent.mcs.yml

@@ -14,6 +14,16 @@ instructions: |
   - Responda sempre em português do Brasil, de forma curta e cordial
   - Nunca invente números de pedido, valores ou prazos
   - Se a dúvida for sobre devolução, frete, cupom ou loja física, diga que é outro especialista que cuida disso
+
+  Links:
+  - Formate links assim: [título](url), nunca a URL crua.
+  - Um link de ação vai no topo; o link da base de ajuda vai no fim.
+  - Nunca escreva as palavras «clique aqui».
+  - No máximo 3 links por resposta.
+
+  Responda em no máximo 3 bullets.
+
+  Não use emojis.
 conversationStarters:
   - title: "Status do pedido"
     text: "Como acompanho o meu pedido?"

package/skills/cast-list/examples/agents/bodega-pedidos/connectionreferences.mcs.yml

@@ -1,6 +1,6 @@
 kind: ConnectionReferencesSourceFile
 connectionReferences:
-  - id: eea3db2a-a0a9-4d63-b0d6-612861c4c67c
-    connectionReferenceLogicalName: cr7b2_bodegaPedidos.shared_office365.shared-office365-1fd81bee-61e1-4016-a98e-c7e0977d7f43
+  - id: 940ab1fc-5949-4001-8ef4-63459ea972ff
+    connectionReferenceLogicalName: cr7b2_bodegaPedidos.shared_office365.shared-office365-d1f6a460-51c5-47c6-9010-aec0018a7a95
     connectorId: /providers/Microsoft.PowerApps/apis/shared_office365
     displayName: Office 365 Outlook

package/skills/cast-list/examples/agents/bodega-pedidos/topics/ConsultarPoliticasPedidos Copy.topic.mcs.yml

@@ -0,0 +1,56 @@
+mcs.metadata:
+  componentName: Consultar Políticas de Pedidos Copy
+  description: "Responde dúvidas sobre pedidos com base nas políticas publicadas no SharePoint."
+kind: AdaptiveDialog
+inputs:
+  - kind: AutomaticTaskInput
+    propertyName: PerguntaCliente
+    description: "A pergunta do cliente sobre pedidos, status, cancelamento ou pagamento."
+    shouldPromptUser: true
+
+modelDescription: "Responde perguntas sobre status de pedido, prazos de processamento, cancelamento antes do envio e formas de pagamento da Bodega Azul."
+beginDialog:
+  kind: OnRecognizedIntent
+  id: main
+  intent: {}
+  actions:
+    - kind: CreateSearchQuery
+      id: createSearchQuery_LQyhy8
+      userInput: =Topic.PerguntaCliente
+      result: Topic.SearchQuery
+
+    - kind: SearchAndSummarizeContent
+      id: searchContent_O7ySob
+      autoSend: false
+      variable: Topic.SearchResult
+      userInput: =Topic.SearchQuery.SearchQuery
+      fileSearchDataSource:
+        searchFilesMode:
+          kind: DoNotSearchFiles
+
+      knowledgeSources:
+        kind: SearchSpecificKnowledgeSources
+        knowledgeSources:
+          - cr7b2_bodegaPedidos.knowledge.PoliticasPedidos
+
+      applyModelKnowledgeSetting: false
+      responseCaptureType: FullResponse
+
+    - kind: SetVariable
+      id: setVariable_f4lXT8
+      variable: Topic.Resposta
+      value: =Topic.SearchResult.Text.Content
+
+inputType:
+  properties:
+    PerguntaCliente:
+      displayName: PerguntaCliente
+      description: "A pergunta do cliente sobre pedidos, status, cancelamento ou pagamento."
+      type: String
+
+outputType:
+  properties:
+    Resposta:
+      displayName: Resposta
+      description: Resposta fundamentada na base de conhecimento do agente.
+      type: String

package/skills/cast-list/examples/agents/bodega-pedidos/topics/Escalate.topic.mcs.yml

@@ -18,3 +18,8 @@ beginDialog:
     - kind: SendActivity
       id: sendMessage_X7qDFG
       activity: "A transferência para um atendente ainda não está disponível neste canal. Fale com a nossa equipe pelo e-mail pedidos@bodegaazul.example, de segunda a sábado, das 9h às 18h."
+
+    - kind: SendActivity
+      id: sendMessage_kDOncS
+      disabled: true
+      activity: "Aguarde, estamos transferindo você para um atendente."

package/skills/cast-list/examples/agents/bodega-pedidos/workflows/AbrirChamadoERP-7d1c2a4e/metadata.yml

@@ -0,0 +1,3 @@
+displayName: Abrir chamado no ERP
+workflowId: 7d1c2a4e-3b5f-4c6d-8e9f-0a1b2c3d4e5f
+jsonFileName: workflow.json

package/skills/cast-list/examples/agents/bodega-pedidos/workflows/AbrirChamadoERP-7d1c2a4e/workflow.json

@@ -0,0 +1,56 @@
+{
+  "properties": {
+    "displayName": "Abrir chamado no ERP",
+    "connectionReferences": {},
+    "definition": {
+      "$schema": "https://schema.management.azure.com/providers/Microsoft.Logic/schemas/2016-06-01/workflowdefinition.json#",
+      "contentVersion": "1.0.0.0",
+      "triggers": {
+        "manual": {
+          "type": "Request",
+          "kind": "Skills",
+          "inputs": {
+            "schema": {
+              "type": "object",
+              "properties": {
+                "resumo": {
+                  "type": "string"
+                }
+              }
+            }
+          }
+        }
+      },
+      "actions": {
+        "Abrir_chamado": {
+          "type": "Scope",
+          "actions": {
+            "Chamar_ERP": {
+              "type": "Http",
+              "inputs": {
+                "method": "POST",
+                "uri": "https://erp.bodega-azul.example/chamados",
+                "body": "@triggerBody()"
+              }
+            }
+          }
+        },
+        "Responder": {
+          "type": "Response",
+          "kind": "Skills",
+          "runAfter": {
+            "Abrir_chamado": [
+              "Succeeded"
+            ]
+          },
+          "inputs": {
+            "statusCode": 200,
+            "body": {
+              "resultado": "@outputs('Resultado')"
+            }
+          }
+        }
+      }
+    }
+  }
+}

package/skills/cast-list/examples/profile.cast.yaml

@@ -9,6 +9,34 @@ min_agents: 3      # …with at least 3 agents in that role
 rules:
   - { id: escala, role: specialist, has: "trigger:OnEscalate", says: "Todo especialista escala para humano" }
   - { id: kpi, role: specialist, has: "declared:kpi", says: "Todo especialista tem KPI" }
+  # what the text says against how the agent is set up
+  - { id: knowledge-only, when: "text:knowledge-only", not: "setting:model-knowledge=on",
+      says: "Quem pede só o conhecimento tem o conhecimento geral desligado" }
+
+# what to look for in the text (JavaScript regular expressions; case does not matter)
+markers:
+  - { id: size, name: Tamanho da resposta, in: instructions,
+      pattern: '(no máximo|at most|up to)\s*(\d+)\s*(bullets?|frases?|sentences?)', value: "$2 $3" }
+  - { id: no-emoji, name: Sem emojis, pattern: '(sem|não use|no)\s+emojis?' }
+  - { id: knowledge-only, name: Só o conhecimento, pattern: '(somente|apenas|only)[^.]{0,40}(conhecimento|knowledge)' }
+
+# the block the team pastes in every specialist
+blocks:
+  - id: links
+    name: Formatação de links
+    text: |
+      Links:
+      - Formate links assim: [título](url), nunca a URL crua.
+      - Um link de ação vai no topo; o link da base de ajuda vai no fim.
+      - Nunca escreva as palavras «clique aqui».
+      - No máximo 3 links por resposta.
+
+# the kinds of specialist: one may be of two types; patterns are also found within each type
+types:
+  - { id: transaction, name: transação, when: { any: ["flow:*"] } }
+  - { id: guidance, name: orientação, when: { all: ["text:link-domain:*", "node:SearchAndSummarizeContent"] } }
+  - { id: triage, name: triagem, when: { any: ["trigger:OnSelectIntent"] } }
+
 focus_areas:
   - { id: confiabilidade, name: Confiabilidade, facts: ["trigger:OnError", "node:LogCustomTelemetryEvent", "ms:rai-error-handling"] }
 ignore: ["trigger:OnConversationStart"]

package/skills/cast-list/references/format.md

@@ -11,7 +11,12 @@ format: cast-list/cast-v1
 name: Customer service agents
 agents:                      # the roles of the last run (an agent the profile does not name keeps its role here)
   - { id: main-orchestrator, role: orchestrator }
-  - { id: returns, role: specialist }
+  - { id: returns, role: specialist, types: [ transaction ] }   # types a person gives win over the profile's
+blocks:                      # the blocks of text of the last run, so a block keeps its id across small edits
+  - id: links
+    text: |
+      Links:
+      - Format links as [title](url), never the bare URL.
 declared:                    # what a document or a person says — always with its source
   - { agent: returns, key: kpi, value: "time to answer < 2 min", source: "backlog, epic 12" }
   - { agent: shipping, key: "trigger:OnEscalate", value: "yes", source: "handoff, section 4" }
@@ -19,11 +24,13 @@ decisions:                   # what the team decided about a pattern
   - { key: "trigger:OnEscalate", status: accepted, scope: platform, why: "Nobody is left without a person" }
 ```
 
+- **blocks** and the roles are written by the run; **types** are written only by a person (the ones the profile works
+  out are not kept, so a change in the profile still holds).
 - **declared**: `key` is either something only people know (`kpi`, `owner`, any word: it becomes `declared:<key>`) or a
   fact key (`trigger:OnEscalate`, `references/keys.md`) when a document claims the agent does it. `value` `no` / `não` /
   `false` claims it does **not**. A claim never changes what the YAML shows: when they disagree, it is a conflict.
-- **decisions**: `status` is `accepted` or `rejected`; `scope` is `platform` (every agent), `specialist` or
-  `orchestrator`; `why` says it. An accepted pattern is checked on every agent of its scope on the next run — even when
+- **decisions**: `status` is `accepted` or `rejected`; `scope` is `platform` (every agent), `specialist`,
+  `orchestrator` or `type:<id>` (the specialists of a type — «tipo:<name>» in the workbook); `why` says it. An accepted pattern is checked on every agent of its scope on the next run — even when
   its share would no longer make it a pattern. A rejected one is shown and nobody is off it.
 
 ## The workbook back
@@ -48,3 +55,23 @@ A line deleted or a decision cleared is a change too.
                 "facts": { "trigger:OnUnknownIntent": [ { "file": "topics/Fallback.topic.mcs.yml", "line": 7 } ] },
                 "children": [], "unknown": [] } ] }
 ```
+
+An orchestrator's agent also has `contract` — a line per connected-agent action: `calls` (the schema name it calls),
+`name` (the action's name for it), `history` (it passes the conversation history), `inputs`, `description` (the
+routing description), `file` and `line` — and every agent has `flows`: `id` (the `workflowId`), `name`, `folder`,
+`uses` (`http:<host>`, `connector:<api>`, `operation:<api>/<op>`, `child-flow`), `returns`, `called` and `file`.
+
+## The facts of the contract, the flows and what nobody uses
+
+| Key | On which agent | From |
+|---|---|---|
+| `called-with:history` | the one called | the orchestrator's action has `historyType: ConversationHistory` |
+| `called-with:input:<name>` | the one called | each input the orchestrator's action passes |
+| `routing:described` | the one called | the action has a `modelDescription` |
+| `flow-uses:http:<host>`, `flow-uses:connector:<api>`, `flow-uses:operation:<api>/<op>`, `flow-uses:child-flow` | the one whose node calls the flow | the actions of `workflow.json`, at any depth |
+| `flow-returns` | the same | the flow has a `Response` action |
+| `orphan:topic:<name>`, `orphan:action:<name>`, `orphan:variable:<name>`, `orphan:flow:<name>` | the one that has it | nothing can reach it (see SKILL.md, step 2) |
+| `disabled:node:<kind>`, `disabled:<topic\|action\|variable\|knowledge>:<name>` | the one that has it | `disabled: true` on a node; `state` or `status: Inactive` on a component |
+
+The contract's facts cite the orchestrator's file (`<orchestrator>/actions/X.mcs.yml`). `orphan:` and `disabled:` are
+never a pattern nor a solo, and what an unused flow calls is not a fact.

package/skills/cast-list/references/keys.md

@@ -30,6 +30,11 @@ Every fact cast-list finds is a key. The keys below have a name; any other key k
 
 | Key | Name | Nome |
 |---|---|---|
+| `flow-returns` | The flow returns an answer | O fluxo devolve uma resposta |
+| `flow-uses:child-flow` | The flow calls another flow | O fluxo chama outro fluxo |
+| `flow-uses:http:<value>` | Flow calls <value> | Fluxo chama <valor> |
+| `flow-uses:connector:<value>` | Flow uses the connector <value> | Fluxo usa o conector <valor> |
+| `flow-uses:operation:<value>` | Flow uses the operation <value> | Fluxo usa a operação <valor> |
 | `connector:<value>` | Connector <value> | Conector <valor> |
 | `operation:<value>` | Operation <value> | Operação <valor> |
 | `connref:<value>` | Connection reference <value> | Referência de conexão <valor> |
@@ -41,6 +46,10 @@ Every fact cast-list finds is a key. The keys below have a name; any other key k
 | Key | Name | Nome |
 |---|---|---|
 | `trigger:OnKnowledgeRequested` | Before searching knowledge | Antes de buscar no conhecimento |
+| `setting:semantic-search=on` | Semantic search on | Busca semântica ligada |
+| `setting:semantic-search=off` | Semantic search off | Busca semântica desligada |
+| `setting:web-browsing=on` | Web browsing on | Navegação na web ligada |
+| `setting:web-browsing=off` | Web browsing off | Navegação na web desligada |
 | `node:SearchAndSummarizeContent` | Generative answers from knowledge | Respostas generativas sobre o conhecimento |
 | `node:SearchKnowledgeSources` | Searches the knowledge sources | Busca nas fontes de conhecimento |
 | `yaml-only:triggerCondition` | Search condition only in YAML (the editor may erase it) | Condição de busca só no YAML (a tela pode apagar) |
@@ -54,6 +63,9 @@ Every fact cast-list finds is a key. The keys below have a name; any other key k
 | `trigger:OnRedirect` | Takes a call from the orchestrator | Recebe chamada do orquestrador |
 | `trigger:OnToolSelected` | Child chosen as a tool | Filho escolhido como ferramenta |
 | `setting:connectable` | Can be called by an orchestrator | Pode ser chamado por um orquestrador |
+| `called-with:history` | Receives the conversation history | Recebe o histórico da conversa |
+| `routing:described` | Has a routing description | Tem descrição de roteamento |
+| `called-with:input:<value>` | Receives <value> from the orchestrator <value> | Recebe <valor> do orquestrador <valor> |
 | `calls:<value>` | Calls <value> | Chama <valor> |
 | `child:<value>` | Child <value> | Filho <valor> |
 | `var-in:<value>` | Receives from the orchestrator <value> | Recebe do orquestrador <valor> |
@@ -63,13 +75,27 @@ Every fact cast-list finds is a key. The keys below have a name; any other key k
 
 | Key | Name | Nome |
 |---|---|---|
+| `setting:model-knowledge=on` | The model's general knowledge on | Conhecimento geral do modelo ligado |
+| `setting:model-knowledge=off` | The model's general knowledge off | Conhecimento geral do modelo desligado |
 | `instructions:present` | Has instructions | Tem instruções |
 | `node:LogCustomTelemetryEvent` | Logs telemetry | Registra telemetria |
 | `node:CSATQuestion` | Asks for satisfaction (CSAT) | Pergunta a satisfação (CSAT) |
+| `orphan:topic:<value>` | Topic nobody calls <value> | Tópico que ninguém chama <valor> |
+| `orphan:action:<value>` | Tool nobody can choose <value> | Ferramenta que ninguém escolhe <valor> |
+| `orphan:variable:<value>` | Variable nobody uses <value> | Variável que ninguém usa <valor> |
+| `orphan:flow:<value>` | Flow nobody calls <value> | Fluxo que ninguém chama <valor> |
+| `disabled:node:<value>` | Switched-off node <value> | Nó desligado <valor> |
+| `disabled:<value>` | Switched off <value> | Desligado <valor> |
 | `node:<value>` | Node <value> | Nó <valor> |
 | `model:<value>` | Model <value> | Modelo <valor> |
 | `auth:<value>` | Sign-in <value> | Login <valor> |
 
+## F. Text — F. Texto
+
+| Key | Name | Nome |
+|---|---|---|
+| `text:<value>` | Text: <value> | Texto: <valor> |
+
 ## Microsoft patterns — Padrões Microsoft
 
 | Key | Name | Nome |

package/skills/cast-list/references/profile.md

@@ -29,4 +29,39 @@ microsoft_patterns: on                 # off leaves the ms: facts out
 | `focus_areas` | none | Each a filter of the matrix. |
 | `ignore` | none | Keys that say nothing for this team. |
 
+## What to look for in the text, and the types
+
+```yaml
+rules:
+  # a condition and a «not»: the text says one thing, the setup another
+  - { id: knowledge-only, when: "text:knowledge-only", not: "setting:model-knowledge=on",
+      says: "Who asks for the knowledge alone has the model's general knowledge off" }
+markers:                               # JavaScript regular expressions; case does not matter
+  - { id: size, name: Answer size, in: instructions,
+      pattern: '(at most|up to|no máximo)\s*(\d+)\s*(bullets?|sentences?|frases?)', value: "$2 $3" }
+  - { id: no-emoji, name: No emojis, pattern: '(no|never use|sem)\s+emojis?' }
+  - { id: knowledge-only, name: Knowledge only, pattern: '(only|somente)[^.]{0,40}(knowledge|conhecimento)' }
+blocks:                                # the text the team pastes in every agent of a role
+  - id: links
+    name: Link formatting
+    role: specialist                   # the default
+    text: |
+      Links:
+      - Format links as [title](url), never the bare URL.
+types:                                 # a specialist gets every type whose «when» its facts match
+  - { id: transaction, name: transaction, when: { any: ["flow:*"] } }
+  - { id: guidance, name: guidance, when: { all: ["text:link-domain:*", "node:SearchAndSummarizeContent"], none: ["flow:*"] }, min_agents: 2 }
+```
+
+| Field | What it does |
+|---|---|
+| `rules[].when` / `has` / `not` | A rule is for the agents (of its `role`, or all) that have every key of `when`; it is broken when one lacks `has`, or has `not`. A key may end in `*`. A broken `not` rule is said as a contradiction. |
+| `markers` | `in`: `instructions` (the default), `descriptions` (what topics and actions tell the model) or `all`. With no `value`: a fact `text:<id>`. With a `value` (`$1`…`$9` from the regex): `text:<id>=<value>` — agents of a role that set it in different ways are told («unify?»), and one that sets it twice («which one holds?»). Two are built in: `text:link-domain:<host>` for each link in the instructions, `text:email`. In YAML, write a regex in single quotes. |
+| `blocks` | The official text. The family of blocks like it (half of it, at least) takes its id and name; every agent of `role` without it, or with a variation, is off it — with or without a majority. With no `blocks`, the blocks two agents or more share are still found, named by their first words. |
+| `types` | `when` with `all`, `any` (one of), `none`. A specialist may be of two types; the cast file's `types` for an agent win. Patterns are found within each type with its `min_agents` (2 unless said), scope `type:<id>`; a pattern of a type never blames who is not of it. A type with fewer agents is told, and compared in nothing. |
+
+A key in `when`, `has`, `not` or a type must start like a real kind of key (`references/keys.md`): a typo is
+`✗ profile:line`, as is a regex that does not compile, an unknown `in`, a type with no `when`, or a rule with
+nothing to check.
+
 The keys are the same in any language; only the screen words change with `--lang`.

package/skills/cast-list/scripts/build.mjs

@@ -82,11 +82,11 @@ const profile = option('--profile') ? read(resolve(option('--profile')), readPro
 const out = resolve(option('--out') ?? dirname(folder))
 const castFile = join(out, `${id}.cast.yaml`)
 const castText = existsSync(castFile) ? readFileSync(castFile, 'utf8') : undefined
-const cast = castText !== undefined ? read(castFile, readCast).cast : { ...(profile.name ? { name: profile.name } : {}), agents: [], declared: [], decisions: [] }
+const cast = castText !== undefined ? read(castFile, readCast).cast : { ...(profile.name ? { name: profile.name } : {}), agents: [], blocks: [], declared: [], decisions: [] }
 
 // ---- the way back: an edited workbook as the changes it proposes ----
 if (argv.includes('--from')) {
-  const edited = fromSheets(cast, readXlsx(readFileSync(resolve(option('--from')))))
+  const edited = fromSheets(cast, readXlsx(readFileSync(resolve(option('--from')))), Object.fromEntries(profile.types.map((t) => [t.id, t.name])))
   if (edited.problems.length) {
     for (const p of edited.problems) console.error(`✗ ${basename(option('--from'))}: ${p}`)
     process.exit(1)
@@ -145,8 +145,10 @@ const all = argv.includes('--all')
 const want = { html: all || argv.includes('--html'), xlsx: all || argv.includes('--xlsx'), lesson: all || argv.includes('--lesson') }
 if (!want.xlsx && !want.lesson) want.html = true
 mkdirSync(out, { recursive: true })
-// the cast file keeps this run's roles, under what people wrote in it
-const kept = { ...cast, agents: result.agents.map((a) => ({ id: a.id, role: a.role })) }
+// the cast file keeps this run's roles and blocks of text (so a block keeps its id across small edits), under what
+// people wrote in it; the types a person gave an agent stay, the ones the profile works out are not written
+const givenTypes = Object.fromEntries(cast.agents.filter((a) => a.types?.length).map((a) => [a.id, a.types]))
+const kept = { ...cast, agents: result.agents.map((a) => ({ id: a.id, role: a.role, ...(givenTypes[a.id] ? { types: givenTypes[a.id] } : {}) })), blocks: result.blocks.map((b) => ({ id: b.id, text: b.text })) }
 const castYaml = writeCast(kept, castText)
 writeFileSync(castFile, castYaml)
 console.log(`✓ cast      ${castFile}`)