cocottetech/@platform/codebase/@features/ai-copilot/docs/policy-card.screen.md

policy-card.screen

Per-surface automation policy — the screen that turns "press 'I'm Available' on Tryst every 2–3 hours" (cadence is tier-dependent per surface-tryst.brief.md §canonical-facts) into a single decision. Implements brief H §H1. Quinn's #1 stated time-suck; this screen is the antidote.

The policy card lives in two places: (a) the chat-home inline strip (compact, status-only) and (b) the per-surface settings sheet (full, editable). This document is the full sheet; the inline strip is covered in chat-home.screen.md.

Layout (full-screen sheet)

┌─────────────────────────────────────────────────┐
│ ◄ Settings                              Done    │ 56pt — top bar
├─────────────────────────────────────────────────┤
│                                                 │
│  ⌖ Tryst bumps                                  │   surface + action heading
│                                                 │
│  ●  Bumping every 3h · next at 3:02             │   live status strip (cadence per tier)
│     [ Pause 1h ] [ Pause today ] [ Stop ]       │   quick-snooze buttons
│                                                 │
│  ─── Cadence ───                                │
│  Every: [ 3h ▼ ]   (Tryst max for this tier)    │
│                    Basic/Std = 3h; Premium+ = 2h│
│                    See surface-tryst §canonical │
│                                                 │
│  ─── Active window ───                          │
│  From: [ 10:00 ▼ ]   To: [ 02:00 ▼ ]            │
│  Days: [M T W T F S S]  ← tap-toggle           │
│                                                 │
│  ─── Vacation mode ───                          │
│  ○ Off                                          │
│  ○ Until I say so                              │
│  ○ Through: [ Sun May 26 ▼ ]                    │
│                                                 │
│  ─── Last 10 bumps ───                          │
│  ✓ 14:02 · accepted  →                          │
│  ✓ 10:02 · accepted  →                          │
│  ⚠ 06:02 · failed · retried · ok →             │
│  ✓ 02:02 · accepted  →                          │
│  …                                              │
│  [ See all in audit → ]                         │
│                                                 │
│  ─── Voice & failure ───                        │
│  When a bump fails: [ Page me · 2 fails ▼ ]    │
│  Receipts: [ Show in chat ▾ ]                  │
│                                                 │
└─────────────────────────────────────────────────┘

Components

Component	Notes
Top bar	Back to settings list; "Done" right-aligned commits + closes.
Heading	Surface chip + action verb. Per F §F5 iconography.
Live status	Plain-register one-liner status + countdown to next action. Updates every 60s.
Quick-snooze buttons	Three buttons sized for thumb: "Pause 1h" / "Pause today" / "Stop." "Stop" = vacation-mode-on.
Cadence picker	Discrete options (2/3/4/6/8h). Sets policy.cadence.
Active window	Time-range pickers + day toggles. Sets policy.active_hours + policy.active_days.
Vacation mode	3-option radio. Routes to vacation-mode setup if "Through:" or "Until I say so".
Last 10	Compact rolling list; tap a row → audit-row-detail.screen.md.
Failure threshold	When to escalate failed bumps. Default: 2 fails in a row → high-stakes interrupt per brief M §M3a.
Receipts toggle	Whether successful bumps show as ambient receipts in chat (per chat-home.screen.md state 1 receipt bubble) or stay silent in audit.

States

1. Active (currently bumping) — live status green dot, countdown ticking.
2. Paused short (1h) — yellow dot, "Paused 47min. Resumes 14:49." Snooze buttons become "Resume now."
3. Paused today — yellow dot, "Paused until tomorrow 10:00 UTC."
4. Vacation through {date} — orange dot, "Bumping resumes Sun May 26." Editable.
5. Vacation until-i-say-so — orange dot, "Bumping paused. Tap Resume to start again."
6. Stopped (master off) — grey dot, "Tryst bumping is off. Enable cadence above to start."
7. Failure-state (after threshold) — red dot, banner: "Tryst rejected the last 2 bumps. Re-auth or pause?" with linked re-auth flow per brief M §M2a.
8. Newly added surface (per L §L4 specialist onboarding) — banner: "First time bumping Tryst. I'll watch the first 24h carefully and surface anything weird."
9. Editing cadence/window/days — picker open; "Done" disabled until valid (e.g. From < To with wrap-handling).
10. Conflict (vacation overlaps a declared tour) — per brief H §H3 + brief K §K4 → top inline pill: "⚠ This vacation overlaps your Berlin tour (Oct 3–7). Resolve?" with link to tour calendar.

Interactions / gestures

• Tap "Pause 1h" / "Pause today" → snooze fires immediately, status updates, audit row recorded. No confirmation needed for snooze (low-stakes per brief F §F1).
• Tap "Stop" → vacation-mode-on with confirmation (medium stakes — full pause is a bigger commitment).
• Tap a Last-10 row → audit-row-detail.screen.md.
• Long-press the heading chip → quick menu: "Move this policy to another specialist" / "Disable this surface entirely" / "Show all policies."
• Swipe-down to dismiss → standard iOS sheet dismiss; commits any pending edits.
• VoiceOver — reading order: heading → status → cadence → window → vacation → last 10 → failure config. Status line always first so screen readers communicate "what's happening right now" immediately.

Edge cases

• Active window crosses midnight (e.g. 10:00–02:00) — picker handles wrap; status display shows "active until 02:00 tomorrow."
• All days off — surface becomes effectively stopped; status: "No active days. Bumping won't run." Subtle warning, not an error.
• Cadence shorter than service rate-limit allows (e.g. user picks 2h but Tryst's auto-cap is 4h) — status banner: "Tryst's rate limit suggests 4h minimum. I'll cap at 4h until you raise the cadence." Audit row records the cap.
• Vacation-mode "Through: {date}" date in past → input rejects + suggests today's date.
• Multiple devices editing concurrently — per brief M §M7: last-write-wins for atomic policy fields; if conflict detected at save, surface 3-way diff.
• Reduced motion / Dynamic Type XXL — buttons stack vertically when row would clip; status strip wraps.
• Tryst auth expired — top inline banner: "Re-auth required before next bump." Buttons + cadence remain editable (so Quinn can change config without auth).

Related

• Brief H §H1 — the parent design pattern.
• Brief M §M2a, §M3a — failure threshold, soft-degraded state.
• Brief K §K4 — jurisdiction rules can auto-pause this policy on a tour stop.
• Brief I — every cadence/window/vacation edit is an agent_actions row.
• Brief L §L3 bookings-tryst — the specialist that consumes this policy.
• Brief F §F1 — stakes color dot semantics.
• chat-home.screen.md — inline-strip variant of this policy.
• audit-row-detail.screen.md — what each Last-10 row opens to.

Out of scope

• Per-prospect routing rules (different policy class; belongs in triage specialist drawer).
• Multi-account bumping on the same directory (deferred — see brief H §out-of-scope).
• Cross-policy correlation (e.g. "pause all bumps when I declare vacation everywhere") — handled at the vacation-mode-everywhere setting, not per-surface.