"""Automation-tier selection and per-subject action planning. Tiers: T0 fully automated, no verification loop T1 automated submit + automated verification (email mode B/C, or backend-cleared captcha) T2 automated submit, verification needs a human (hard captcha / phone callback / account) T3 human-required end-to-end (gov ID, fax, mail, voice-only phone) """ from __future__ import annotations import dossier as dossier_mod import vectors as vectors_mod HARD_HUMAN = ("gov_id", "fax", "mail", "phone_voice") def select_tier(broker: dict, email_mode: str = "draft_only", browser_clears_captcha: bool = False) -> str: req = ((broker.get("optout") or {}).get("requires")) or {} if not isinstance(req, dict): req = {} # defensive: a malformed record (e.g. requires as a list) must not crash planning if any(req.get(k) for k in HARD_HUMAN): return "T3" if req.get("account"): return "T2" captcha = bool(req.get("captcha")) if (captcha and not browser_clears_captcha) or req.get("phone_callback"): return "T2" if req.get("email_verification"): return "T1" if email_mode in ("programmatic", "alias") else "T2" if captcha and browser_clears_captcha: return "T1" return "T0" def plan(subject_dossier: dict, brokers_list: list[dict], cfg: dict, browser_clears_captcha: bool = False) -> list[dict]: email_mode = (subject_dossier.get("preferences") or {}).get("email_mode") \ or cfg.get("email_mode", "draft_only") actions: list[dict] = [] for b in brokers_list: opt = b.get("optout") or {} search = b.get("search") or {} # Defensive shape coercion: a subagent may have written a malformed record (requires as a # list, quirks as a string). Normalize here so nothing downstream crashes on a bad broker file. req = opt.get("requires") if isinstance(opt.get("requires"), dict) else {} q = opt.get("quirks") quirks = q if isinstance(q, list) else ([q] if isinstance(q, str) and q else []) tier = select_tier(b, email_mode, browser_clears_captcha) disclosure = dossier_mod.select_disclosure(subject_dossier, opt.get("inputs", [])) svectors = vectors_mod.search_vectors(subject_dossier, b) # Pre-warn (don't discover mid-flow): a broker whose identity gate hard-requires DOB will # force a human touchpoint if DOB was not collected at intake (ยง4.1). Surface it now. prewarn: list[str] = [] if req.get("dob") and not (subject_dossier.get("identity") or {}).get("date_of_birth"): prewarn.append("date_of_birth: this broker's identity gate requires DOB to match records; " "collect it up front (intake --dob) or expect a mid-flow human pause") actions.append({ "broker_id": b.get("id"), "broker_name": b.get("name"), "priority": b.get("priority"), "method": opt.get("method"), "tier": tier, "human_required": tier == "T3", "search_url": search.get("url"), "fetch": search.get("fetch", "web_extract"), "antibot": search.get("antibot"), "search_by": vectors_mod.supported_by(b), "search_vectors": svectors, "optout_url": opt.get("url"), "optout_email": opt.get("email"), "disclosure_fields": sorted(disclosure.keys()), "needs_operator_input": prewarn, "owns": b.get("owns") or [], "notes": opt.get("notes", ""), "optout_quirks": quirks, "optout_requires": req, # The DELETION lane (right-to-delete), distinct from listing suppression. Structured so # the autopilot can route to it: {via: email|in_flow|web_form, email?, url?, kinds?, notes?} "deletion": opt.get("deletion") or {}, # Exact ordered opt-out steps maintained IN the broker record (field-verified knowledge # lives with the data, not in code). "optout_playbook": opt.get("playbook") or [], }) return actions def fanout(brokers_list: list[dict], batch_size: int = 5) -> dict: """Group brokers into batches for parallel `delegate_task` scan subagents. Scanning many brokers serially is slow and burns context; above `batch_size` the agent is expected to spawn one subagent per batch (see SKILL.md). """ ids = [b.get("id") for b in brokers_list if b.get("id")] batches = [ids[i:i + batch_size] for i in range(0, len(ids), batch_size)] return { "broker_count": len(ids), "batch_size": batch_size, "should_fanout": len(ids) > batch_size, "batches": batches, } # States that mean "the crawl reached a verdict for this broker". _SCANNED_STATES = {"found", "not_found", "indirect_exposure", "blocked", "submitted", "verification_pending", "awaiting_processing", "confirmed_removed", "reappeared", "action_selected", "human_task_queued"} # States that still need a deletion action taken. _ACTIONABLE_STATES = {"found", "indirect_exposure", "reappeared", "action_selected"} def batch_plan(subject_dossier: dict, brokers_list: list[dict], cfg: dict, ledger: dict | None = None, browser_clears_captcha: bool = False) -> dict: """Reduce the per-broker plan into a phase-oriented batch view. Overlays the current ledger state on each broker, groups by what the operator should DO next, and collapses ownership clusters so a parent removal that clears children is ONE action, not N. Read-only: computes, never mutates the ledger. """ ledger = ledger or {} actions = plan(subject_dossier, brokers_list, cfg, browser_clears_captcha) # child id -> parent id (only for parents present in this plan set) child_to_parent: dict[str, str] = {} for a in actions: for child in a.get("owns") or []: child_to_parent[child] = a["broker_id"] def state_of(bid: str) -> str: return (ledger.get(bid) or {}).get("state", "new") groups: dict[str, list[dict]] = { "unscanned": [], # no verdict yet -> Phase 1 crawl "found": [], # direct removable listing -> Phase 2 opt-out (incl. reappeared/action_selected) "indirect_exposure": [],# PII on a third party's record -> CCPA/GDPR delete email "blocked": [], # anti-bot / needs stealth browser -> requeue "in_progress": [], # submitted / verification_pending / awaiting_processing "human": [], # human_task_queued -> the end-of-run digest, NOT re-scanning "done": [], # confirmed_removed "not_found": [], } covered_by_parent: dict[str, list[str]] = {} for a in actions: bid = a["broker_id"] st = state_of(bid) # cluster collapse: if a parent in this set is already actioned, the child is covered parent = child_to_parent.get(bid) if parent and state_of(parent) in ("found", "reappeared", "action_selected", "submitted", "verification_pending", "awaiting_processing", "confirmed_removed", "human_task_queued"): covered_by_parent.setdefault(parent, []).append(bid) continue row = {"broker_id": bid, "broker_name": a["broker_name"], "priority": a["priority"], "tier": a["tier"], "method": a["method"], "state": st, "optout_url": a["optout_url"], "optout_email": a.get("optout_email"), "clears_children": a.get("owns") or [], "optout_requires": a.get("optout_requires") or {}, "optout_quirks": a.get("optout_quirks") or [], "deletion": a.get("deletion") or {}, "optout_playbook": a.get("optout_playbook") or [], "notes": a.get("notes", "")} if st in ("submitted", "verification_pending", "awaiting_processing"): groups["in_progress"].append(row) elif st == "confirmed_removed": groups["done"].append(row) elif st in ("reappeared", "action_selected"): groups["found"].append(row) # still needs the opt-out action elif st == "human_task_queued": groups["human"].append(row) # parked for the digest; never re-queued as work elif st in groups: groups[st].append(row) elif st not in _SCANNED_STATES: groups["unscanned"].append(row) else: groups.setdefault(st, []).append(row) # PARENTS FIRST: within the actionable 'found' group, order cluster parents (a removal # that clears children) ahead of standalone listings, most-children first. Working a # parent before its children is what makes the cluster dedup real -- do them in this order. groups["found"].sort(key=lambda r: (-len(r.get("clears_children") or []), {"T0": 0, "T1": 1, "T2": 2, "T3": 3}.get(r.get("tier") or "", 9), r["broker_id"])) return { "subject": subject_dossier.get("subject_id"), "phase": "discover" if groups["unscanned"] else "delete", "counts": {k: len(v) for k, v in groups.items()}, "groups": groups, "cluster_savings": {p: kids for p, kids in covered_by_parent.items()}, "parent_playbook": _parent_playbook(groups["found"]), "next_actions": _batch_next(groups, covered_by_parent), } def synthesize_steps(r: dict) -> list[str]: """Generic ordered opt-out steps derived from an optout record's structured fields. Used for any broker without a hand-verified `optout.playbook`. Bespoke, field-verified step lists live IN the broker JSON (`optout.playbook`) - single source of truth that accrues knowledge as live runs discover mechanics (see methods.md logging rule). """ steps = [f"Opt out at {r.get('optout_url') or r.get('optout_email') or '(see broker record)'}" + (f" -- clears {', '.join(r['clears_children'])}." if r.get("clears_children") else ".")] req = r.get("optout_requires") or {} if req.get("profile_url"): steps.append("Needs the confirmed profile_url (paste the listing URL you recorded).") if req.get("email_verification"): steps.append("Email verification: the same browser/inbox must open the confirmation link.") if req.get("phone_callback"): steps.append("Phone-callback code required; queue a human task if no operator is available.") if req.get("gov_id"): steps.append("Government ID demanded (T3): human task; never send SSN or a full ID number.") d = r.get("deletion") or {} if d.get("email"): steps.append(f"DELETION lane: a right-to-delete request can be emailed to {d['email']}" + (f" ({d['notes']})" if d.get("notes") else "") + " -- prefer deletion over suppression.") if r.get("notes"): steps.append(str(r["notes"])) for q in (r.get("optout_quirks") or [])[:3]: steps.append(str(q)) return steps def _parent_playbook(found_rows: list[dict]) -> list[dict]: """Tailored, ordered opt-out instructions for each cluster PARENT in the found group. Steps come from the broker record's own `optout.playbook` (field-verified, maintained with the data) with a synthesised fallback so the guidance is never empty. Standalone listings are intentionally omitted -- the playbook exists to make the parents-first order concrete. """ playbook: list[dict] = [] for i, r in enumerate([x for x in found_rows if x.get("clears_children")], start=1): steps = list(r.get("optout_playbook") or []) or synthesize_steps(r) playbook.append({ "order": i, "broker_id": r["broker_id"], "broker_name": r["broker_name"], "tier": r["tier"], "clears_children": r["clears_children"], "optout_url": r.get("optout_url"), "optout_email": r.get("optout_email"), "deletion": r.get("deletion") or {}, "steps": steps, }) return playbook def _batch_next(groups: dict, covered: dict) -> list[str]: tips: list[str] = [] if groups["unscanned"]: tips.append(f"PHASE 1 (crawl): {len(groups['unscanned'])} broker(s) unscanned -- run `fanout` and " "scan read-only before any deletion.") if groups["found"]: parents = [r for r in groups["found"] if r.get("clears_children")] if parents: order = " -> ".join(r["broker_id"] for r in parents) tips.append(f"PHASE 2 (opt-out): {len(groups['found'])} direct listing(s). DO CLUSTER PARENTS " f"FIRST, in this order: {order} (see `parent_playbook` for tailored per-parent " "steps), then the standalone listings.") else: tips.append(f"PHASE 2 (opt-out): {len(groups['found'])} direct listing(s) to remove.") if groups["indirect_exposure"]: tips.append(f"{len(groups['indirect_exposure'])} indirect-exposure case(s): send a targeted " "CCPA/GDPR delete-my-PII email (render-email --kind ccpa_indirect), do NOT use the opt-out form.") if groups["blocked"]: tips.append(f"{len(groups['blocked'])} blocked (anti-bot): requeue for a stealth/cloud browser " "pass; don't burn subagent time fighting CAPTCHAs.") if covered: n = sum(len(v) for v in covered.values()) tips.append(f"Cluster dedup: {n} child site(s) covered by parent removals -- skip separate opt-outs.") if groups["in_progress"]: tips.append(f"{len(groups['in_progress'])} in progress: resolve verification links, then confirm removal.") if groups.get("human"): tips.append(f"{len(groups['human'])} parked human task(s): present via `tasks` at end of run " "(do not re-scan or re-queue them).") return tips