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register-referentie/docs/architecture/adr-0015-beoordeling-escalation.md
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feat(workflow): beoordeling escalation to teamlead after 14 days (S-14, closes #15) (#99)
## What & why

S-14: a beoordeling a behandelaar does not pick up within **14 days** escalates to the **teamlead**.

A non-interrupting `P14D` boundary timer on the `Beoordelen` user task fires an external-worker task
(`BeoordelingEscaleren`); the domain's escalation worker reassigns the still-open task's candidate group
from `behandelaar` to `teamlead`. The task keeps its identity — only who may claim it changes. The
escalation-via-external-worker decision is recorded in **ADR-0015** (proposal #98); it upholds §8.2
(the Workflow Client stays the only code that talks to Flowable) and keeps Flowable a stock image.

Closes #15

## Definition of Done

- [x] Linked Gitea issue (above).
- [x] Failing test committed before the implementation.
- [x] Implementation makes the test pass; refactor commit if structure improved.
- [x] Conventional Commits referencing the issue (`refs #NN`).
- [x] CI green — all Gitea Actions jobs.
- [x] `docker compose up` from a fresh clone reaches green health checks within 3 minutes (no new services; escalation is additive to the domain worker).
- [x] Docs updated (ADR-0015, demo note).
- [x] ADR added (`docs/architecture/adr-0015-beoordeling-escalation.md`).
- [x] Demo note in `docs/demo-script.md`.

## How it was built (TDD)

- **Workflow Client** (`IBeoordelingEscalatieClient`): acquire `BeoordelingEscaleren` jobs → find the open `Beoordelen` task in the instance → add `teamlead`/remove `behandelaar` candidate group → complete the job. Red → green.
- **Escalation drain loop** (`BeoordelingEscalatieProcessor`) + hosted `BeoordelingEscalatiePump`, mirroring the OpenZaak worker. Red → green.
- **BPMN**: non-interrupting `P14D` boundary timer on `Beoordelen` → external task → escalation end.
- **Both branches** (escalate after timeout; no-op when completed in time) covered by the `Een beoordeling escaleren` acceptance scenarios + Workflow Client unit tests.
- **Live integration**: `verify-domain` fires the timer early via Flowable's management API and asserts the reassignment to teamlead.

## Notes for reviewers

- Interface segregation: escalation is on `IBeoordelingEscalatieClient`, separate from the OpenZaak worker's `IExternalWorkerClient`.
- Reassignment is two REST hops (add teamlead, remove behandelaar); idempotent on redelivery — see ADR-0015 consequences.
- Local checks green: domain unit tests (104), acceptance (13), `dotnet format --verify-no-changes`, Release build (0 errors), **domain mutation 96.69%** (break 90). The `run-domain-check.sh` escalation path is CI-verified on verify-stack (local full-stack run is constrained here).
- `BeoordelingEscalatiePump` excluded from mutation, mirroring the existing `OpenZaakJobPump` exclusion.

Reviewed-on: #99
2026-07-17 09:45:36 +00:00

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Markdown

# ADR-0015: Beoordeling escalation reassigns via an external-worker task
- **Status:** Accepted
- **Date:** 2026-07-17
- **Deciders:** Respellion engineering
- **Relates to:** S-14 (#15); proposal #98. Builds on ADR-0009 (external-task worker / Workflow
Client), ADR-0013 (behandel-portal wiring, the `Beoordelen` user task), ADR-0014 (the boundary-event
pattern on `Beoordelen`).
## Context
S-14 escalates a beoordeling that a behandelaar does not pick up in time: after 14 days the case must
move to the `teamlead` role (PRD §5, flow 5). The `Beoordelen` user task already exists, claimable by
the `behandelaar` candidate group; the teamlead role is seeded in the medewerker realm.
Two forces shape this.
1. **The task must stay open.** Escalation changes *who may claim* an unclaimed beoordeling, not the
work itself — so the timer must be **non-interrupting**: the `Beoordelen` task keeps running while
escalation happens alongside it.
2. **Reassigning an open task's candidate group needs code.** Flowable cannot rewrite the candidate
groups of an already-open user task from BPMN XML alone — that requires either a Java delegate/listener
embedded in the engine, or an out-of-process actor driving the REST API. The repository has held a
"stock Flowable image, no custom jars; the Workflow Client is the only code that talks to Flowable
(§8.2)" posture since ADR-0009.
## Decision
**A non-interrupting `P14D` boundary timer on `Beoordelen` fires an external-worker task
(`BeoordelingEscaleren`); the Workflow Client reassigns the still-open `Beoordelen` task from the
behandelaar group to teamlead.**
- **Modelled in BPMN, driven by an external worker.** The timer routes a parallel token to an
`external-worker` service task on the `BeoordelingEscaleren` topic, ending at a dedicated "Beoordeling
geëscaleerd" end event. The model owns *when* escalation happens; the Workflow Client — the only code
that talks to Flowable (§8.2) — owns *how* the reassignment is applied, exactly as `OpenZaakAanmaken`
delegates the ZGW call (ADR-0009). No custom code runs inside Flowable.
- **Reassignment is a candidate-group swap.** The escalation worker finds the still-open `Beoordelen`
task in the escalating instance (task query by `processInstanceId` + `taskDefinitionKey`), adds
`teamlead` as a candidate group via the task identity links, then removes `behandelaar`. The task now
belongs to the teamlead; its history and variables are untouched.
- **Best-effort, mirroring beoordeling and withdrawal.** If the task is no longer open — the behandelaar
completed it in the window before the timer fired — the reassignment is a no-op. A failed reassignment
leaves the escalation job un-completed so Flowable redelivers it (§8.6), consistent with the
`OpenZaakAanmaken` worker.
- **Segregated interface.** The escalation methods live on `IBeoordelingEscalatieClient`, separate from
the `OpenZaakAanmaken` worker's `IExternalWorkerClient`, so the OpenZaak worker never sees escalation
(interface segregation). Both are implemented by the one `FlowableWorkflowClient`.
## Consequences
**Positive**
- The escalation trigger is visible in `registratie.bpmn`; Flowable stays a stock image, and the
Workflow Client remains the sole Flowable client (§8.2 upheld, not bent).
- Reuses the external-worker mechanics (topic acquire/complete, hosted pump, per-tick scope,
redelivery-on-failure) wholesale — the new code is one client capability, one processor, one pump.
- Escalation latency is bounded by the worker's poll interval (seconds) — negligible against a 14-day
timer.
**Negative / costs**
- Escalation is two REST hops (add teamlead, remove behandelaar) rather than one atomic update; between
them the task is briefly claimable by both groups. Harmless at these volumes, and the pair is idempotent
on redelivery.
- The Flowable identity-link and management-job REST shapes are validated live (verify-domain fires the
timer early via the management API), not in the Workflow Client's unit tests, which stub the HTTP
exchange and assert only the request shape — consistent with ADR-0009 and ADR-0014.
## Alternatives considered
- **Flowable timer/task listener (Java delegate).** Reassign in-engine when the timer fires. Rejected:
it needs a custom jar in Flowable, breaking the stock-image, REST-only posture and adding a build/deploy
surface to the engine for no capability the external-worker route lacks.
- **Interrupting timer that re-creates the task for teamlead.** Cancel `Beoordelen` and start a fresh
teamlead task. Rejected: it loses the task's identity/history and complicates correlation, where a
candidate-group swap on the same task expresses "the same work, now the teamlead's" directly.