Version: Current

Product · advanced — a legal service

The case. Open a company, then, optionally, subscribe to its accounting. Or subscribe to accounting alone, for a company that already exists.

What the example shows. An item that is a filled-in request, not a product: the guard (form → eligibility → quote) is the service. Two journeys share a skill. Accounting reads the result of the company opening in the same submit.

examples/actuelle/product-advanced.yaml
# Product · advanced — a legal service: open a company, then (optionally) its accounting.
# The item is a FILLED REQUEST, not a product: the select guard (form → eligibility → quote) is the
# product. Two journeys share one skill; the accounting reads the company the formation opened.
station:
  id: statuts-express
  name: Statuts Express

global:
  language: fr
  currency: EUR
  locale: fr-FR

domain:
  domain_type: legaltech
  entity_name: service
  entity_name_plural: services

agent:
  tone: professional
  name: Statuts Express
  persona: "un assistant juridique précis qui accompagne les fondateurs"
  rules:
    - "Ne jamais donner de conseil juridique contraignant : présenter les options, laisser les outils valider et tarifer."
    - "Citer le nom et le prix exacts renvoyés par les outils, en euros."
  portals:
    web:
      widget:
        origins: [https://statuts-express.example.fr]

apis:
  - name: juridique
    openapi_url: https://api.statuts-express.example.fr/openapi.json
    base_url: https://api.statuts-express.example.fr
    operations:
      - {id: recommendLegalStructure, access: read}
      - {id: checkFormationEligibility, access: read}
      - {id: quoteFormation, access: read}
      - {id: openFormationDossier, access: write, reversible: false}
      - {id: getAccountingPlans, access: read}
      - {id: checkAccountingEligibility, access: read}
      - {id: quoteAccounting, access: read}
      - {id: subscribeAccounting, access: write, reversible: cancelSubscription}
      - {id: cancelSubscription, access: write}
    auth: {type: api_key, key_name: Authorization, key_location: header, key_env: STATUTS_KEY}

skills:
  - name: formation
    auto_trigger: open-company
    cognitive:
      objective: "recommander la structure juridique adaptée au projet"
      diagnose: [l'activité, le nombre d'associés, le capital]
    invoke: {method: recommendLegalStructure}
    kinds: {company_formation: {}}
    present:
      fields:
        name: {from: label, type: text, role: title}
        price: {from: base_fee, type: price, role: billed}
    select:
      max_items: 1                   # one company is being formed
      guards:
        - form:
            activity: {type: text, required: true, label: "Activité de la société"}
            capital: {type: number, required: true, label: "Capital social (€)"}
            associates: {type: integer, required: true, label: "Nombre d'associés"}
            hq_address: {type: text, required: true, label: "Adresse du siège"}
        - check: checkFormationEligibility  # the tenant says whether this structure fits
        - update: {price: quoteFormation}   # …and what it costs for THIS request
    submit:
      - name: open
        mode: request
        tool: openFormationDossier
        args:
          body.structure: "$item.fields.code"
          body.activity: "$item.fields.activity"
          body.capital: "$item.fields.capital"
          body.associates: "$item.fields.associates"
          body.hq_address: "$item.fields.hq_address"
          body.fee: "$item.price"
          body.idempotency_key: "$action.key"
        output: {company_id: "$output.company_id"}

    render: {component: cards}
  - name: accounting
    cognitive:
      objective: "recommander le plan de comptabilité adapté au chiffre d'affaires"
      diagnose: [le chiffre d'affaires estimé, la structure choisie]
    invoke: {method: getAccountingPlans}
    kinds: {accounting_subscription: {}}
    present:
      fields:
        name: {from: label, type: text, role: title}
        price: {from: price, type: price, role: billed}
    select:
      max_items: 1
      guards:
        - form:
            est_revenue: {type: number, required: true, label: "Chiffre d'affaires estimé (€)"}
            siren: {type: text, required: false, label: "SIREN (société existante)"}
        - check: checkAccountingEligibility
        - update: {price: quoteAccounting}
    submit:
      - name: subscribe
        mode: request
        tool: subscribeAccounting
        args:
          body.plan: "$item.fields.code"
          body.est_revenue: "$item.fields.est_revenue"
          body.siren: "$item.fields.siren"
          # Value at submit (ADR-028 §3): filed AFTER the formation, in the same submit, and held
          # if the formation failed. Alone, it resolves empty and the SIREN is used.
          body.company_id: "$submitted[formation.open].company_id"
          body.fee: "$item.price"
          body.fee_cadence: "$item.price_cadence"
    render: {component: cards}

playbooks:
  - name: open-company
    goal: "ouvrir une société : la structure, puis (option) la comptabilité"
    tasks:
      formation: {skill: formation, required: true, label: "Votre société"}
      accounting: {skill: accounting, required: false, label: "Votre comptabilité", after: [formation]}
  - name: subscribe-accounting
    goal: "souscrire la comptabilité d'une société existante (SIREN)"
    tasks:
      accounting: {skill: accounting, required: true, label: "Votre comptabilité"}

submit_guard:
  form:
    accept_terms: {type: boolean, required: true, label: "J'accepte les conditions générales"}
  confirm: true

What happens

step	Core	result
"I'm creating an SAS with one partner"	`formation` → `recommendLegalStructure`; `auto_trigger` opens `open-company`	cards for the structures
an accounting plan asked for first	`step_open`: the `accounting` task has `after: [formation]`	refused, with the reason: the company first
SAS chosen	form (activity, capital, partners, head office), then `checkFormationEligibility`, then `quoteFormation`	the line enters with its own price
an accounting plan chosen	form, eligibility, quote	second line, monthly price
"Finalise"	`accept_terms` + `confirm`	`openFormationDossier`, then `subscribeAccounting` with `company_id`
the opening fails	ADR-028 §3	accounting is put on hold, never filed on a missing company
"I already have a SARL, SIREN 812…"	the agent calls `start_playbook`: `subscribe-accounting`	`company_id` empty, the SIREN is used

Key points

$submitted[formation.open].company_id is a dependency at execution time: same submit, in order, and nothing is filed if the parent failed.
The price comes from the tenant, for this request: update: {price: quoteFormation}, passed on by body.fee.
openFormationDossier is declared reversible: false: the MCP door announces the submit as destructive. subscribeAccounting names the operation that undoes it (cancelSubscription); nothing calls it yet.
In open-company, after: [formation] enforces the order at the choice: accounting opens only once the company is chosen. The target version makes the opening a sub-playbook.

What happens​

Key points​

What happens

Key points