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"""
Milestone Verifier for License Compliance Monitoring
Tracks and verifies contractual milestones for license agreements.
FEATURES (Planned):
- Milestone definition and tracking
- Evidence collection for verification
- Deadline monitoring and alerts
- Integration with CriticAgent for validation
VISTA/HORIZON EU ALIGNMENT:
- Supports milestone-based payment structures common in EU research
- Integrates with project management workflows
- Provides audit trail for milestone verification
Author: SPARKNET Team
Project: VISTA/Horizon EU
Status: Placeholder - In Development
"""
from typing import Optional, Dict, Any, List
from dataclasses import dataclass, field
from datetime import datetime, date
from enum import Enum
from loguru import logger
class MilestoneStatus(str, Enum):
"""Milestone tracking status."""
PENDING = "pending"
IN_PROGRESS = "in_progress"
SUBMITTED = "submitted" # Awaiting verification
VERIFIED = "verified"
REJECTED = "rejected"
WAIVED = "waived"
OVERDUE = "overdue"
class MilestoneType(str, Enum):
"""Type of milestone."""
TECHNICAL = "technical" # Technical deliverable
COMMERCIAL = "commercial" # Commercial target
REGULATORY = "regulatory" # Regulatory approval
FINANCIAL = "financial" # Financial target
REPORTING = "reporting" # Report submission
OTHER = "other"
@dataclass
class Milestone:
"""
License agreement milestone definition.
Represents a contractual milestone that must be achieved
for license compliance.
"""
milestone_id: str
license_id: str
title: str
description: str
milestone_type: MilestoneType
due_date: date
status: MilestoneStatus = MilestoneStatus.PENDING
payment_trigger: bool = False # If true, triggers milestone payment
payment_amount: Optional[float] = None
currency: str = "EUR"
evidence_required: List[str] = field(default_factory=list)
evidence_submitted: List[Dict[str, Any]] = field(default_factory=list)
verified_by: Optional[str] = None
verified_at: Optional[datetime] = None
notes: Optional[str] = None
metadata: Dict[str, Any] = field(default_factory=dict)
@dataclass
class VerificationResult:
"""
Result of milestone verification.
Includes CriticAgent validation scores when available.
"""
verification_id: str
milestone_id: str
verified: bool
confidence_score: float # 0.0 to 1.0
verification_notes: str
evidence_review: List[Dict[str, Any]]
critic_validation: Optional[Dict[str, Any]] = None # CriticAgent output
human_review_required: bool = False
verified_at: datetime = field(default_factory=datetime.now)
class MilestoneVerifier:
"""
Verifies milestone completion for license agreements.
This component:
- Tracks milestone deadlines
- Collects and reviews evidence
- Integrates with CriticAgent for AI validation
- Implements human-in-the-loop for critical decisions
HUMAN-IN-THE-LOOP CONSIDERATIONS:
----------------------------------
Milestone verification often requires human judgment.
This component implements:
1. AUTOMATED VERIFICATION:
- Document completeness checks
- Format and structure validation
- Cross-reference with requirements
2. AI-ASSISTED REVIEW:
- CriticAgent evaluates evidence quality
- Confidence scoring for verification
- Anomaly detection in submissions
3. HUMAN DECISION POINTS:
- Low-confidence verifications flagged for review
- High-value milestones require approval
- Rejection decisions need human confirmation
4. AUDIT TRAIL:
- All decisions logged with reasoning
- Evidence preserved for compliance
- Verification history maintained
"""
def __init__(
self,
llm_client: Optional[Any] = None,
critic_agent: Optional[Any] = None, # CriticAgent for validation
database_url: Optional[str] = None,
):
"""
Initialize Milestone Verifier.
Args:
llm_client: LangChain LLM client for AI analysis
critic_agent: CriticAgent for validation
database_url: Database connection URL
"""
self.llm_client = llm_client
self.critic_agent = critic_agent
self.database_url = database_url
self.name = "MilestoneVerifier"
# Threshold for requiring human review
self.human_review_threshold = 0.7
logger.info(f"Initialized {self.name} (placeholder)")
async def create_milestone(
self,
license_id: str,
title: str,
description: str,
milestone_type: MilestoneType,
due_date: date,
evidence_required: List[str],
payment_trigger: bool = False,
payment_amount: Optional[float] = None,
) -> Milestone:
"""
Create a new milestone for a license agreement.
Args:
license_id: License agreement identifier
title: Milestone title
description: Detailed description
milestone_type: Type of milestone
due_date: Deadline for completion
evidence_required: List of required evidence types
payment_trigger: Whether completion triggers payment
payment_amount: Payment amount if payment_trigger is True
Returns:
Created milestone
TODO: Implement actual milestone creation logic
"""
logger.info(f"Creating milestone '{title}' for license: {license_id}")
return Milestone(
milestone_id=f"ms_{datetime.now().strftime('%Y%m%d_%H%M%S')}",
license_id=license_id,
title=title,
description=description,
milestone_type=milestone_type,
due_date=due_date,
evidence_required=evidence_required,
payment_trigger=payment_trigger,
payment_amount=payment_amount,
)
async def submit_evidence(
self,
milestone_id: str,
evidence_type: str,
evidence_data: Dict[str, Any],
submitted_by: str,
) -> Dict[str, Any]:
"""
Submit evidence for milestone verification.
Args:
milestone_id: Milestone identifier
evidence_type: Type of evidence being submitted
evidence_data: Evidence data (documents, metrics, etc.)
submitted_by: User/organization submitting
Returns:
Submission confirmation
TODO: Implement actual evidence submission logic
"""
logger.info(f"Submitting {evidence_type} evidence for milestone: {milestone_id}")
# Placeholder response
return {
"submission_id": f"sub_{datetime.now().strftime('%Y%m%d_%H%M%S')}",
"milestone_id": milestone_id,
"evidence_type": evidence_type,
"submitted_at": datetime.now().isoformat(),
"submitted_by": submitted_by,
"status": "received",
"message": "Evidence submission not yet fully implemented",
}
async def verify_milestone(
self,
milestone_id: str,
auto_approve: bool = False,
) -> VerificationResult:
"""
Verify milestone completion using AI and human review.
This method:
1. Checks all required evidence is submitted
2. Uses CriticAgent to validate evidence quality
3. Calculates confidence score
4. Determines if human review is needed
Args:
milestone_id: Milestone to verify
auto_approve: Whether to auto-approve high-confidence verifications
Returns:
Verification result with confidence score
TODO: Implement actual verification logic with CriticAgent
"""
logger.info(f"Verifying milestone: {milestone_id}")
# Placeholder verification result
result = VerificationResult(
verification_id=f"ver_{datetime.now().strftime('%Y%m%d_%H%M%S')}",
milestone_id=milestone_id,
verified=False,
confidence_score=0.0,
verification_notes="Verification not yet implemented",
evidence_review=[],
human_review_required=True,
)
return result
async def get_overdue_milestones(
self,
as_of_date: Optional[date] = None,
) -> List[Milestone]:
"""
Get list of overdue milestones.
Args:
as_of_date: Reference date (defaults to today)
Returns:
List of overdue milestones
TODO: Implement actual overdue milestone tracking
"""
as_of_date = as_of_date or date.today()
logger.info(f"Checking overdue milestones as of {as_of_date}")
# Placeholder response
return []
async def get_upcoming_milestones(
self,
days_ahead: int = 30,
) -> List[Milestone]:
"""
Get milestones due in the near future.
Args:
days_ahead: Number of days to look ahead
Returns:
List of upcoming milestones
TODO: Implement actual upcoming milestone tracking
"""
logger.info(f"Getting milestones due in next {days_ahead} days")
# Placeholder response
return []
def requires_human_review(
self,
confidence_score: float,
milestone: Milestone,
) -> bool:
"""
Determine if milestone verification requires human review.
Human review is required when:
- Confidence score is below threshold
- Milestone triggers large payment
- Milestone type is regulatory
- Evidence is incomplete or ambiguous
Args:
confidence_score: AI verification confidence
milestone: Milestone being verified
Returns:
True if human review required
"""
# Low confidence requires review
if confidence_score < self.human_review_threshold:
return True
# Large payments require review
if milestone.payment_trigger and milestone.payment_amount:
if milestone.payment_amount > 50000: # EUR threshold
return True
# Regulatory milestones always require review
if milestone.milestone_type == MilestoneType.REGULATORY:
return True
return False
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