AI Assistant Document Flow
Agent plan and automation proposal Approve/Reject/Execute, plus Functions/Models/Prompts Activate, Deactivate, Test run, Preview, Set as default.
AI Assistant Document Flow
Agent plans are the guarded mutation path (AgentPlanLifecycle). Configuration grids use Activate / Deactivate / Set as default / Test run / Preview — not ETA Decline verbs.
Hub: Target Document Flow. Overview: AI Assistant.
- Draft
- AwaitingApproval / Executing
- Approved / Completed
- Rejected / Failed
- Cancelled
Agent plan lifecycle
#Statuses
Draft, AwaitingApproval, Approved, Executing, Completed, Failed, Rejected, Cancelled
Risk: Read, LowRiskWrite, HighRiskWrite, Irreversible. Approval mode may auto-approve read/low-risk or require explicit approval.
Agent plan lifecycle — submit, approve, execute
flowchart TB Start((New plan)) --> Draft[Draft] Draft -->|Submit for approval| Awaiting[AwaitingApproval] Awaiting -->|Approve| Approved[Approved] Awaiting -->|Reject| Rejected[Rejected] Awaiting -->|Cancel plan| Cancelled[Cancelled] Approved -->|Execute| Executing[Executing] Executing -->|Run success| Completed[Completed] Executing -->|Run failure| Failed[Failed] class Start egkStart class Draft egkDraft class Awaiting,Executing egkActive class Approved,Completed egkSuccess class Rejected,Failed egkError class Cancelled egkTerminal
| Action | Gate |
|---|---|
| Approve | AwaitingApproval |
| Reject | AwaitingApproval |
| Execute | Approved |
| Cancel | Open / awaiting paths as implemented |
Automation proposals (Configurations)
Configurations UI tabs proposals including a Rejected tab. Per-proposal Reject calls RejectProposalAsync. Lists reload after reject; rejected proposals no longer offer approve actions.
Functions, models, prompts — row Actions menus
| Screen | Menu labels (UI) | Gate notes |
|---|---|---|
| Functions | Test run, Edit, Activate, Deactivate, Delete | Activate when inactive; Deactivate when active |
| Models | Activate, Deactivate, Set as default, Edit, Delete | Set as default when active and not already default |
| Prompts | Preview, Edit, Activate, Deactivate, Delete | Preview opens template dialog |
| Settings | Test connection | Per provider |
These are configuration activation workflows (IsActive / IsDefault), not document Submit/Approve/Decline Rejection.
#Post-action sync
After Approve / Reject / Execute / Activate / Deactivate, grids and proposal lists reload; menu items flip (e.g. Activate ↔ Deactivate). Failures snackbar and leave prior state.
#Scenarios
| Scenario | Result |
|---|---|
| Approve then Execute | Approved → Executing → Completed/Failed |
| Reject proposal | Appears under Rejected; actions removed |
| Activate function | Active; Deactivate appears |
| Test run | Dialog; does not change lifecycle status |