docs(workflow): ADR-0015 + demo note for beoordeling escalation (S-14, refs #15)
Record the escalation-via-external-worker decision (ADR-0015, from proposal #98) and add the S-14 demo walkthrough that fires the 14-day timer early via Flowable's management API to observe the reassignment to teamlead. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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docs/architecture/adr-0015-beoordeling-escalation.md
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docs/architecture/adr-0015-beoordeling-escalation.md
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# ADR-0015: Beoordeling escalation reassigns via an external-worker task
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- **Status:** Accepted
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- **Date:** 2026-07-17
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- **Deciders:** Respellion engineering
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- **Relates to:** S-14 (#15); proposal #98. Builds on ADR-0009 (external-task worker / Workflow
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Client), ADR-0013 (behandel-portal wiring, the `Beoordelen` user task), ADR-0014 (the boundary-event
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pattern on `Beoordelen`).
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## Context
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S-14 escalates a beoordeling that a behandelaar does not pick up in time: after 14 days the case must
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move to the `teamlead` role (PRD §5, flow 5). The `Beoordelen` user task already exists, claimable by
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the `behandelaar` candidate group; the teamlead role is seeded in the medewerker realm.
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Two forces shape this.
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1. **The task must stay open.** Escalation changes *who may claim* an unclaimed beoordeling, not the
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work itself — so the timer must be **non-interrupting**: the `Beoordelen` task keeps running while
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escalation happens alongside it.
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2. **Reassigning an open task's candidate group needs code.** Flowable cannot rewrite the candidate
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groups of an already-open user task from BPMN XML alone — that requires either a Java delegate/listener
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embedded in the engine, or an out-of-process actor driving the REST API. The repository has held a
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"stock Flowable image, no custom jars; the Workflow Client is the only code that talks to Flowable
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(§8.2)" posture since ADR-0009.
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## Decision
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**A non-interrupting `P14D` boundary timer on `Beoordelen` fires an external-worker task
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(`BeoordelingEscaleren`); the Workflow Client reassigns the still-open `Beoordelen` task from the
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behandelaar group to teamlead.**
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- **Modelled in BPMN, driven by an external worker.** The timer routes a parallel token to an
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`external-worker` service task on the `BeoordelingEscaleren` topic, ending at a dedicated "Beoordeling
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geëscaleerd" end event. The model owns *when* escalation happens; the Workflow Client — the only code
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that talks to Flowable (§8.2) — owns *how* the reassignment is applied, exactly as `OpenZaakAanmaken`
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delegates the ZGW call (ADR-0009). No custom code runs inside Flowable.
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- **Reassignment is a candidate-group swap.** The escalation worker finds the still-open `Beoordelen`
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task in the escalating instance (task query by `processInstanceId` + `taskDefinitionKey`), adds
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`teamlead` as a candidate group via the task identity links, then removes `behandelaar`. The task now
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belongs to the teamlead; its history and variables are untouched.
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- **Best-effort, mirroring beoordeling and withdrawal.** If the task is no longer open — the behandelaar
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completed it in the window before the timer fired — the reassignment is a no-op. A failed reassignment
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leaves the escalation job un-completed so Flowable redelivers it (§8.6), consistent with the
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`OpenZaakAanmaken` worker.
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- **Segregated interface.** The escalation methods live on `IBeoordelingEscalatieClient`, separate from
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the `OpenZaakAanmaken` worker's `IExternalWorkerClient`, so the OpenZaak worker never sees escalation
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(interface segregation). Both are implemented by the one `FlowableWorkflowClient`.
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## Consequences
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**Positive**
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- The escalation trigger is visible in `registratie.bpmn`; Flowable stays a stock image, and the
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Workflow Client remains the sole Flowable client (§8.2 upheld, not bent).
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- Reuses the external-worker mechanics (topic acquire/complete, hosted pump, per-tick scope,
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redelivery-on-failure) wholesale — the new code is one client capability, one processor, one pump.
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- Escalation latency is bounded by the worker's poll interval (seconds) — negligible against a 14-day
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timer.
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**Negative / costs**
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- Escalation is two REST hops (add teamlead, remove behandelaar) rather than one atomic update; between
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them the task is briefly claimable by both groups. Harmless at these volumes, and the pair is idempotent
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on redelivery.
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- The Flowable identity-link and management-job REST shapes are validated live (verify-domain fires the
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timer early via the management API), not in the Workflow Client's unit tests, which stub the HTTP
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exchange and assert only the request shape — consistent with ADR-0009 and ADR-0014.
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## Alternatives considered
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- **Flowable timer/task listener (Java delegate).** Reassign in-engine when the timer fires. Rejected:
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it needs a custom jar in Flowable, breaking the stock-image, REST-only posture and adding a build/deploy
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surface to the engine for no capability the external-worker route lacks.
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- **Interrupting timer that re-creates the task for teamlead.** Cancel `Beoordelen` and start a fresh
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teamlead task. Rejected: it loses the task's identity/history and complicates correlation, where a
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candidate-group swap on the same task expresses "the same work, now the teamlead's" directly.
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@@ -298,3 +298,48 @@ interrupting boundary event ends it → the werkbak drops the case.
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> DigiD submit → trek aanvraag in → ingetrokken is the Playwright happy path
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> (`tests/e2e/withdrawal.spec.ts`); the owner-scoping + workflow cancellation are covered by the
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> `Een registratie intrekken` acceptance scenarios and the domain live check.
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## S-14 — Beoordeling escalation: 14 days unclaimed → teamlead (#15, ADR-0015)
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A beoordeling a behandelaar does not pick up within 14 days escalates to the teamlead. A
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non-interrupting boundary timer on the `Beoordelen` task fires a `BeoordelingEscaleren` external task;
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the domain's escalation worker reassigns the still-open task's candidate group from `behandelaar` to
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`teamlead`, so it moves from the behandelaar werkbak into the teamlead's. The `Beoordelen` task keeps
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its identity throughout — only who may claim it changes.
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The timer is 14 days, so the demo fires it early through Flowable's management API (exactly what the
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verify-domain check automates):
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```bash
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# 1. Submit at the self-service portal (http://localhost:8140/, jan-burger / test123). The case
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# parks at Beoordelen, visible in the behandelaar werkbak (http://localhost:8142/, merel-behandelaar)
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# but NOT claimed.
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#
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# 2. Find the parked instance and its Beoordelen task, then fire the boundary timer early:
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FL=http://localhost:8090/flowable-rest/service
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PID=$(curl -s -u rest-admin:test -X POST "$FL/query/tasks" -H 'Content-Type: application/json' \
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-d '{"processDefinitionKey":"registratie","taskDefinitionKey":"Beoordelen"}' \
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| python3 -c 'import sys,json;print(json.load(sys.stdin)["data"][0]["processInstanceId"])')
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TID=$(curl -s -u rest-admin:test -X POST "$FL/query/tasks" -H 'Content-Type: application/json' \
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-d '{"processDefinitionKey":"registratie","taskDefinitionKey":"Beoordelen"}' \
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| python3 -c 'import sys,json;print(json.load(sys.stdin)["data"][0]["id"])')
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TJ=$(curl -s -u rest-admin:test "$FL/management/timer-jobs?processInstanceId=$PID" \
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| python3 -c 'import sys,json;print(json.load(sys.stdin)["data"][0]["id"])')
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curl -s -u rest-admin:test -X POST "$FL/management/timer-jobs/$TJ" \
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-H 'Content-Type: application/json' -d '{"action":"move"}'
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AJ=$(curl -s -u rest-admin:test "$FL/management/jobs?processInstanceId=$PID" \
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| python3 -c 'import sys,json;print(json.load(sys.stdin)["data"][0]["id"])')
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curl -s -u rest-admin:test -X POST "$FL/management/jobs/$AJ" \
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-H 'Content-Type: application/json' -d '{"action":"execute"}'
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#
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# 3. Within a couple of poll cycles the task's candidate group flips to teamlead:
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curl -s -u rest-admin:test "$FL/runtime/tasks/$TID/identitylinks" # → [{"group":"teamlead","type":"candidate"}]
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```
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**The path:** BPMN non-interrupting `P14D` boundary timer on `Beoordelen` → `BeoordelingEscaleren`
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external task → domain escalation worker (`BeoordelingEscalatiePump`) → Workflow Client swaps the task's
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candidate group behandelaar → teamlead (§8.2).
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> Both branches (escalate after 14 days; no-op when completed in time) are covered by the
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> `Een beoordeling escaleren` acceptance scenarios and the Workflow Client unit tests; the timer firing
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> and reassignment are asserted live by the verify-domain check.
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