Drive the FOR-137 self-learning story as an agent-orchestrated, narrated loop. When an
over-limit approval is rejected, the agent offers to record a workflow; the officer
demonstrates by filing a policy exception; the agent summarizes and saves the procedure;
then it applies that procedure itself to a different over-limit charge. Same-session recall
works by echoing the learned procedure back into the thread.
page.tsx: three new human-in-the-loop tools (offerWorkflowRecording,
recordExceptionDemonstration, saveLearnedWorkflow) plus a transactions agent-readable so the
agent resolves a charge the user names to the right id instead of guessing.
openPolicyException now returns the new exception id, and the agent-driven exception tools
are followUp:true so the recall chain (open then finalize then approve) does not stall.
route.ts: TEACH & RECALL prompt rules and an ACTION DISCIPLINE carve-out. The prompt does
not restate the unlock procedure, preserving the learning invariant.
policy-exception-inline.tsx: surface the demonstrated exception code via onFiled(code).
scripts/over-limit-gate-smoke.mjs: regression guard proving only a finalized
justifying-code exception lifts the policy-limit gate.
Verified end-to-end in OSS dev mode (lint and build green): the demonstration clears the
Google Ads charge and recall clears the AWS charge with a single successful approve.
scripts/self-learning-smoke.mjs proves the banking demo's recording seam
end-to-end against a running Intelligence backend: posts four teaching
actions through the demo BFF /api/copilotkit/annotate (the platform
requires UUID clientEventIds), optionally runs one sl-worker sweep when
INTELLIGENCE_REPO is set, and asserts the distilled vendor policy reads
back through the platform /mcp knowledge tool. Wired as the
test:self-learning package script and documented in the README.
Verified live: PASS 6/6 against Intelligence @ mme/learn-from-user-activity
(records as rows 13-16, sweep editCount=0 steady-state, recall returns the
pre-cleared vendor policy).
GeneralJerel