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2380 lines
100 KiB
2380 lines
100 KiB
"""
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CorporateSwarm - Advanced Autonomous Corporate Governance System
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Multi-agent orchestration system for corporate governance with board oversight,
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executive leadership, ESG frameworks, risk management, and democratic decision-making.
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Features: ESG scoring, risk assessment, stakeholder engagement, regulatory compliance,
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AI ethics governance, crisis management, and innovation oversight.
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"""
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# Standard library imports
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import asyncio
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import json
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import os
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import time
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import traceback
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import uuid
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from abc import ABC, abstractmethod
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from concurrent.futures import ThreadPoolExecutor
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from dataclasses import dataclass, field
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from enum import Enum
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from functools import lru_cache
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from typing import Any, Dict, List, Optional, Union
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# Third-party imports
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from loguru import logger
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from pydantic import BaseModel, Field
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# Swarms imports
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from swarms.structs.agent import Agent
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from swarms.structs.conversation import Conversation
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from swarms.structs.hybrid_hiearchical_peer_swarm import HybridHierarchicalClusterSwarm
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from swarms.structs.swarm_router import SwarmRouter
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from swarms.utils.loguru_logger import initialize_logger
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from swarms.utils.output_types import OutputType
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# ============================================================================
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# CONSTANTS AND CONFIGURATION
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# ============================================================================
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# Initialize centralized logger
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CORPORATE_LOGGER = initialize_logger(log_folder="corporate_swarm")
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# Default configuration values
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DEFAULT_BOARD_SIZE = 6
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DEFAULT_EXECUTIVE_TEAM_SIZE = 4
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DEFAULT_DECISION_THRESHOLD = 0.6
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DEFAULT_BUDGET_LIMIT = 200.0
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DEFAULT_BATCH_SIZE = 25
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DEFAULT_MEETING_DURATION = 600
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# Risk assessment constants
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RISK_LEVELS = {"low": 0.3, "medium": 0.6, "high": 0.8, "critical": 1.0}
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RISK_CATEGORIES = ["operational", "financial", "strategic", "compliance", "cybersecurity", "reputation", "environmental", "regulatory"]
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# Stakeholder types
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STAKEHOLDER_TYPES = ["investor", "customer", "employee", "community", "supplier", "regulator"]
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# Compliance frameworks
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COMPLIANCE_FRAMEWORKS = {
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"SOX": ("financial", ["Internal controls", "Financial reporting", "Audit requirements"]),
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"GDPR": ("data_privacy", ["Data protection", "Privacy rights", "Consent management"]),
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"ISO 27001": ("cybersecurity", ["Information security", "Risk management", "Security controls"]),
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"ESG": ("sustainability", ["Environmental reporting", "Social responsibility", "Governance standards"]),
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"HIPAA": ("healthcare", ["Patient privacy", "Data security", "Compliance monitoring"])
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}
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# ============================================================================
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# CORPORATE SWARM CONFIGURATION
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# ============================================================================
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class CorporateConfigModel(BaseModel):
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"""Configuration model for CorporateSwarm with corporate structure and governance settings."""
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# Corporate structure
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default_board_size: int = Field(
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default=6,
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ge=3,
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le=15,
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description="Default number of board members when creating a new board.",
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)
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default_executive_team_size: int = Field(
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default=4,
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ge=2,
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le=10,
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description="Default number of executive team members.",
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)
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# Governance settings
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decision_threshold: float = Field(
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default=0.6,
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ge=0.0,
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le=1.0,
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description="Threshold for majority decisions (0.0-1.0).",
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)
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enable_democratic_discussion: bool = Field(
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default=True,
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description="Enable democratic discussion features.",
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)
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enable_departmental_work: bool = Field(
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default=True,
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description="Enable departmental collaboration.",
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)
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enable_financial_oversight: bool = Field(
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default=True,
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description="Enable financial oversight features.",
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)
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# Model settings
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default_corporate_model: str = Field(
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default="gpt-4o-mini",
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description="Default model for corporate member agents.",
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)
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# Logging and monitoring
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verbose_logging: bool = Field(
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default=False,
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description="Enable verbose logging for corporate operations.",
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)
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# Performance settings
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max_corporate_meeting_duration: int = Field(
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default=600,
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ge=60,
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le=3600,
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description="Maximum duration for corporate meetings in seconds.",
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)
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budget_limit: float = Field(
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default=200.0,
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ge=0.0,
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description="Maximum budget in dollars for corporate operations.",
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)
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batch_size: int = Field(
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default=25,
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ge=1,
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le=100,
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description="Number of members to process in batches.",
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)
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enable_lazy_loading: bool = Field(
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default=True,
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description="Enable lazy loading of member agents.",
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)
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enable_caching: bool = Field(
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default=True,
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description="Enable response caching.",
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)
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@dataclass
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class CorporateConfig:
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"""Configuration manager for CorporateSwarm."""
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config_file_path: Optional[str] = None
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config_data: Optional[Dict[str, Any]] = None
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config: CorporateConfigModel = field(init=False)
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def __post_init__(self) -> None:
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self._load_config()
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def _load_config(self) -> None:
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"""Load configuration with priority: explicit data > file > defaults."""
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try:
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self.config = CorporateConfigModel()
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if self.config_file_path and os.path.exists(self.config_file_path):
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self._load_from_file()
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if self.config_data:
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self._load_from_dict(self.config_data)
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except Exception as e:
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CORPORATE_LOGGER.error(f"Configuration loading failed: {e}")
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raise
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def _load_from_file(self) -> None:
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"""Load configuration from YAML file."""
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try:
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import yaml
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with open(self.config_file_path, "r") as f:
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self._load_from_dict(yaml.safe_load(f))
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CORPORATE_LOGGER.info(f"Loaded config from: {self.config_file_path}")
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except Exception as e:
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CORPORATE_LOGGER.warning(f"File loading failed {self.config_file_path}: {e}")
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raise
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def _load_from_dict(self, config_dict: Dict[str, Any]) -> None:
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"""Load configuration from dictionary with validation."""
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for key, value in config_dict.items():
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if hasattr(self.config, key):
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try:
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setattr(self.config, key, value)
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except (ValueError, TypeError) as e:
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CORPORATE_LOGGER.warning(f"Config {key} failed: {e}")
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raise ValueError(f"Invalid configuration value for {key}: {e}")
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def get_config(self) -> CorporateConfigModel:
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return self.config
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def update_config(self, updates: Dict[str, Any]) -> None:
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try:
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self._load_from_dict(updates)
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except ValueError as e:
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CORPORATE_LOGGER.error(f"Config update failed: {e}")
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raise
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def validate_config(self) -> List[str]:
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"""Validate configuration and return error list."""
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errors = []
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try:
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self.config.model_validate(self.config.model_dump())
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except Exception as e:
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errors.append(f"Configuration validation failed: {e}")
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if self.config.decision_threshold < 0.5:
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errors.append("Decision threshold should be at least 0.5")
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if self.config.default_board_size < 3:
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errors.append("Board size should be at least 3")
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return errors
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# Global configuration cache
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_corporate_config: Optional[CorporateConfig] = None
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@lru_cache(maxsize=1)
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def get_corporate_config(config_file_path: Optional[str] = None) -> CorporateConfig:
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"""Get global CorporateSwarm configuration instance."""
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global _corporate_config
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if _corporate_config is None:
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_corporate_config = CorporateConfig(config_file_path=config_file_path)
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return _corporate_config
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# ============================================================================
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# CORPORATE SWARM DATA MODELS
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# ============================================================================
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class BaseCorporateAgent(ABC):
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"""Base class for corporate agents."""
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@abstractmethod
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def run(self, task: str, **kwargs) -> Any:
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"""Synchronous execution method."""
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pass
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@abstractmethod
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async def arun(self, task: str, **kwargs) -> Any:
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"""Asynchronous execution method."""
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pass
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def __call__(self, task: str, **kwargs) -> Any:
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"""Callable interface."""
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return self.run(task, **kwargs)
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class CorporateRole(str, Enum):
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"""Corporate roles and positions."""
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CEO, CFO, CTO, COO = "ceo", "cfo", "cto", "coo"
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BOARD_CHAIR, BOARD_VICE_CHAIR, BOARD_MEMBER = "board_chair", "board_vice_chair", "board_member"
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INDEPENDENT_DIRECTOR, EXECUTIVE_DIRECTOR, NON_EXECUTIVE_DIRECTOR = "independent_director", "executive_director", "non_executive_director"
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COMMITTEE_CHAIR, COMMITTEE_MEMBER = "committee_chair", "committee_member"
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DEPARTMENT_HEAD, MANAGER, EMPLOYEE = "department_head", "manager", "employee"
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INVESTOR, ADVISOR, AUDITOR, SECRETARY = "investor", "advisor", "auditor", "secretary"
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class DepartmentType(str, Enum):
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"""Corporate department types."""
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FINANCE, OPERATIONS, MARKETING, HUMAN_RESOURCES = "finance", "operations", "marketing", "human_resources"
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LEGAL, TECHNOLOGY, RESEARCH_DEVELOPMENT = "legal", "technology", "research_development"
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SALES, CUSTOMER_SERVICE, COMPLIANCE = "sales", "customer_service", "compliance"
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class ProposalType(str, Enum):
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"""Types of corporate proposals."""
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STRATEGIC_INITIATIVE, BUDGET_ALLOCATION, HIRING_DECISION = "strategic_initiative", "budget_allocation", "hiring_decision"
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PRODUCT_LAUNCH, PARTNERSHIP, MERGER_ACQUISITION = "product_launch", "partnership", "merger_acquisition"
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POLICY_CHANGE, INVESTMENT, OPERATIONAL_CHANGE = "policy_change", "investment", "operational_change"
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COMPLIANCE_UPDATE, BOARD_RESOLUTION, EXECUTIVE_COMPENSATION = "compliance_update", "board_resolution", "executive_compensation"
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DIVIDEND_DECLARATION, SHARE_ISSUANCE, AUDIT_APPOINTMENT = "dividend_declaration", "share_issuance", "audit_appointment"
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RISK_MANAGEMENT, SUCCESSION_PLANNING = "risk_management", "succession_planning"
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|
|
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class VoteResult(str, Enum):
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"""Voting result outcomes."""
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APPROVED, REJECTED, TABLED, FAILED = "approved", "rejected", "tabled", "failed"
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UNANIMOUS, MAJORITY, MINORITY, ABSTAINED = "unanimous", "majority", "minority", "abstained"
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|
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class BoardCommitteeType(str, Enum):
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"""Types of board committees."""
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AUDIT, COMPENSATION, NOMINATING, GOVERNANCE = "audit", "compensation", "nominating", "governance"
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RISK, TECHNOLOGY, STRATEGIC, FINANCE = "risk", "technology", "strategic", "finance"
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COMPLIANCE, ESG, SUSTAINABILITY, CYBERSECURITY = "compliance", "esg", "sustainability", "cybersecurity"
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INNOVATION, STAKEHOLDER, CRISIS_MANAGEMENT = "innovation", "stakeholder", "crisis_management"
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AI_ETHICS, DATA_PRIVACY = "ai_ethics", "data_privacy"
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|
|
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class MeetingType(str, Enum):
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"""Types of board meetings."""
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REGULAR_BOARD, SPECIAL_BOARD, ANNUAL_GENERAL = "regular_board", "special_board", "annual_general"
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COMMITTEE_MEETING, EXECUTIVE_SESSION, EMERGENCY_MEETING = "committee_meeting", "executive_session", "emergency_meeting"
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ESG_REVIEW, RISK_ASSESSMENT, CRISIS_RESPONSE = "esg_review", "risk_assessment", "crisis_response"
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STAKEHOLDER_ENGAGEMENT, INNOVATION_REVIEW, COMPLIANCE_AUDIT = "stakeholder_engagement", "innovation_review", "compliance_audit"
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SUSTAINABILITY_REPORTING, AI_ETHICS_REVIEW = "sustainability_reporting", "ai_ethics_review"
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|
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@dataclass
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class BoardCommittee:
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"""Board committee with governance responsibilities."""
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committee_id: str = field(default_factory=lambda: str(uuid.uuid4()))
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name: str = ""
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committee_type: BoardCommitteeType = BoardCommitteeType.GOVERNANCE
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chair: str = ""
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members: List[str] = field(default_factory=list)
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responsibilities: List[str] = field(default_factory=list)
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meeting_schedule: str = ""
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quorum_required: int = 3
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metadata: Dict[str, Any] = field(default_factory=dict)
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|
|
|
|
@dataclass
|
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class BoardMeeting:
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|
"""Board meeting with agenda and minutes."""
|
|
meeting_id: str = field(default_factory=lambda: str(uuid.uuid4()))
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|
meeting_type: MeetingType = MeetingType.REGULAR_BOARD
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date: float = field(default_factory=time.time)
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|
location: str = ""
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|
attendees: List[str] = field(default_factory=list)
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|
agenda: List[str] = field(default_factory=list)
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|
minutes: str = ""
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|
quorum_met: bool = False
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|
resolutions: List[str] = field(default_factory=list)
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metadata: Dict[str, Any] = field(default_factory=dict)
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|
|
|
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class CorporateMember(BaseModel):
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|
"""Corporate stakeholder with role, expertise, and governance responsibilities."""
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|
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member_id: str = Field(default_factory=lambda: str(uuid.uuid4()))
|
|
name: str = Field(default="")
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|
role: CorporateRole = Field(default=CorporateRole.EMPLOYEE)
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|
department: DepartmentType = Field(default=DepartmentType.OPERATIONS)
|
|
expertise_areas: List[str] = Field(default_factory=list)
|
|
voting_weight: float = Field(default=1.0, ge=0.0, le=5.0)
|
|
board_committees: List[str] = Field(default_factory=list)
|
|
independence_status: bool = Field(default=False)
|
|
term_start: float = Field(default_factory=time.time)
|
|
term_end: Optional[float] = Field(default=None)
|
|
compensation: Dict[str, Any] = Field(default_factory=dict)
|
|
agent: Optional[Agent] = Field(default=None)
|
|
metadata: Dict[str, Any] = Field(default_factory=dict)
|
|
|
|
|
|
class CorporateProposal(BaseModel):
|
|
"""Corporate proposal requiring decision-making with financial impact."""
|
|
|
|
proposal_id: str = Field(default_factory=lambda: str(uuid.uuid4()))
|
|
title: str = Field(default="")
|
|
description: str = Field(default="")
|
|
proposal_type: ProposalType = Field(default=ProposalType.STRATEGIC_INITIATIVE)
|
|
sponsor: str = Field(default="")
|
|
department: DepartmentType = Field(default=DepartmentType.OPERATIONS)
|
|
budget_impact: float = Field(default=0.0, ge=0.0)
|
|
timeline: str = Field(default="")
|
|
status: str = Field(default="pending")
|
|
metadata: Dict[str, Any] = Field(default_factory=dict)
|
|
|
|
|
|
@dataclass
|
|
class CorporateDepartment:
|
|
"""Corporate department with specific functions and budget."""
|
|
department_id: str = field(default_factory=lambda: str(uuid.uuid4()))
|
|
name: str = ""
|
|
department_type: DepartmentType = DepartmentType.OPERATIONS
|
|
head: str = ""
|
|
members: List[str] = field(default_factory=list)
|
|
budget: float = 0.0
|
|
objectives: List[str] = field(default_factory=list)
|
|
current_projects: List[str] = field(default_factory=list)
|
|
metadata: Dict[str, Any] = field(default_factory=dict)
|
|
|
|
|
|
class CorporateVote(BaseModel):
|
|
"""Corporate voting session with individual votes and analysis."""
|
|
|
|
vote_id: str = Field(default_factory=lambda: str(uuid.uuid4()))
|
|
proposal: CorporateProposal = Field(default_factory=CorporateProposal)
|
|
participants: List[str] = Field(default_factory=list)
|
|
individual_votes: Dict[str, Dict[str, Any]] = Field(default_factory=dict)
|
|
political_group_analysis: Dict[str, Any] = Field(default_factory=dict)
|
|
result: VoteResult = Field(default=VoteResult.FAILED)
|
|
timestamp: float = Field(default_factory=time.time)
|
|
metadata: Dict[str, Any] = Field(default_factory=dict)
|
|
|
|
|
|
class ESGScore(BaseModel):
|
|
"""Environmental, Social, and Governance scoring model."""
|
|
|
|
environmental_score: float = Field(default=0.0, ge=0.0, le=100.0)
|
|
social_score: float = Field(default=0.0, ge=0.0, le=100.0)
|
|
governance_score: float = Field(default=0.0, ge=0.0, le=100.0)
|
|
overall_score: float = Field(default=0.0, ge=0.0, le=100.0)
|
|
carbon_footprint: float = Field(default=0.0, ge=0.0)
|
|
diversity_index: float = Field(default=0.0, ge=0.0, le=1.0)
|
|
stakeholder_satisfaction: float = Field(default=0.0, ge=0.0, le=100.0)
|
|
sustainability_goals: List[str] = Field(default_factory=list)
|
|
last_updated: float = Field(default_factory=time.time)
|
|
|
|
|
|
class RiskAssessment(BaseModel):
|
|
"""Comprehensive risk assessment model for corporate governance."""
|
|
|
|
risk_id: str = Field(default_factory=lambda: str(uuid.uuid4()))
|
|
risk_category: str = Field(default="operational")
|
|
risk_level: str = Field(default="medium")
|
|
probability: float = Field(default=0.5, ge=0.0, le=1.0)
|
|
impact: float = Field(default=0.5, ge=0.0, le=1.0)
|
|
risk_score: float = Field(default=0.25, ge=0.0, le=1.0)
|
|
mitigation_strategies: List[str] = Field(default_factory=list)
|
|
owner: str = Field(default="")
|
|
status: str = Field(default="active")
|
|
last_reviewed: float = Field(default_factory=time.time)
|
|
|
|
|
|
class StakeholderEngagement(BaseModel):
|
|
"""Stakeholder engagement and management model."""
|
|
|
|
stakeholder_id: str = Field(default_factory=lambda: str(uuid.uuid4()))
|
|
stakeholder_type: str = Field(default="investor")
|
|
name: str = Field(default="")
|
|
influence_level: str = Field(default="medium")
|
|
interest_level: str = Field(default="medium")
|
|
engagement_frequency: str = Field(default="quarterly")
|
|
satisfaction_score: float = Field(default=0.0, ge=0.0, le=100.0)
|
|
concerns: List[str] = Field(default_factory=list)
|
|
last_engagement: float = Field(default_factory=time.time)
|
|
|
|
|
|
class ComplianceFramework(BaseModel):
|
|
"""Regulatory compliance and audit framework model."""
|
|
|
|
compliance_id: str = Field(default_factory=lambda: str(uuid.uuid4()))
|
|
regulation_name: str = Field(default="")
|
|
regulation_type: str = Field(default="financial")
|
|
compliance_status: str = Field(default="compliant")
|
|
compliance_score: float = Field(default=100.0, ge=0.0, le=100.0)
|
|
requirements: List[str] = Field(default_factory=list)
|
|
controls: List[str] = Field(default_factory=list)
|
|
audit_findings: List[str] = Field(default_factory=list)
|
|
next_audit_date: float = Field(default_factory=lambda: time.time() + (365 * 24 * 60 * 60))
|
|
responsible_officer: str = Field(default="")
|
|
|
|
|
|
class CorporateSwarm(BaseCorporateAgent):
|
|
"""Autonomous corporate governance system with democratic decision-making."""
|
|
|
|
def __init__(
|
|
self,
|
|
name: str = "CorporateSwarm",
|
|
description: str = "A comprehensive corporate governance system with democratic decision-making",
|
|
max_loops: int = 1,
|
|
output_type: OutputType = "dict-all-except-first",
|
|
corporate_model_name: str = "gpt-4o-mini",
|
|
verbose: bool = False,
|
|
config_file_path: Optional[str] = None,
|
|
config_data: Optional[Dict[str, Any]] = None,
|
|
*args: Any,
|
|
**kwargs: Any,
|
|
) -> None:
|
|
"""Initialize CorporateSwarm with corporate governance capabilities."""
|
|
self.name = name
|
|
self.description = description
|
|
self.max_loops = max_loops
|
|
self.output_type = output_type
|
|
self.corporate_model_name = corporate_model_name
|
|
self.verbose = verbose
|
|
|
|
# Load configuration
|
|
self.config = CorporateConfig(
|
|
config_file_path=config_file_path,
|
|
config_data=config_data
|
|
).get_config()
|
|
|
|
# Initialize corporate structure
|
|
self.members: Dict[str, CorporateMember] = {}
|
|
self.departments: Dict[str, CorporateDepartment] = {}
|
|
self.proposals: List[CorporateProposal] = []
|
|
self.votes: List[CorporateVote] = []
|
|
self.board_members: List[str] = []
|
|
self.executive_team: List[str] = []
|
|
self.board_committees: Dict[str, BoardCommittee] = {}
|
|
self.board_meetings: List[BoardMeeting] = []
|
|
self.independent_directors: List[str] = []
|
|
self.executive_directors: List[str] = []
|
|
|
|
# Advanced governance frameworks
|
|
self.esg_scores: Dict[str, ESGScore] = {}
|
|
self.risk_assessments: Dict[str, RiskAssessment] = {}
|
|
self.stakeholder_engagements: Dict[str, StakeholderEngagement] = {}
|
|
self.compliance_frameworks: Dict[str, ComplianceFramework] = {}
|
|
self.crisis_management_plans: Dict[str, Dict[str, Any]] = {}
|
|
self.innovation_pipeline: List[Dict[str, Any]] = []
|
|
self.audit_trails: List[Dict[str, Any]] = []
|
|
self.performance_metrics: Dict[str, Any] = {}
|
|
self.sustainability_targets: Dict[str, Any] = {}
|
|
self.ai_ethics_framework: Dict[str, Any] = {}
|
|
|
|
# Initialize conversation and democratic systems
|
|
self.conversation = Conversation(time_enabled=False)
|
|
self.democratic_swarm = None
|
|
|
|
# Cost tracking
|
|
self.cost_tracker = CostTracker(self.config.budget_limit)
|
|
|
|
# Performance settings
|
|
self.max_workers = os.cpu_count()
|
|
|
|
# Initialize the corporate swarm
|
|
self._init_corporate_swarm()
|
|
|
|
def _init_corporate_swarm(self) -> None:
|
|
"""Initialize CorporateSwarm structure and perform reliability checks."""
|
|
try:
|
|
if self.verbose:
|
|
CORPORATE_LOGGER.info(
|
|
f"Initializing CorporateSwarm: {self.name}"
|
|
)
|
|
CORPORATE_LOGGER.info(
|
|
f"Configuration - Max loops: {self.max_loops}"
|
|
)
|
|
|
|
# Perform reliability checks
|
|
self._perform_reliability_checks()
|
|
|
|
# Initialize default corporate structure
|
|
self._initialize_default_structure()
|
|
|
|
# Initialize democratic swarm if enabled
|
|
if self.config.enable_democratic_discussion:
|
|
self._initialize_democratic_swarm()
|
|
|
|
if self.verbose:
|
|
CORPORATE_LOGGER.success(
|
|
f"CorporateSwarm initialized successfully: {self.name}"
|
|
)
|
|
|
|
except Exception as e:
|
|
CORPORATE_LOGGER.error(f"Failed to initialize CorporateSwarm: {str(e)}")
|
|
raise
|
|
|
|
def _perform_reliability_checks(self) -> None:
|
|
"""Validate critical requirements and configuration parameters."""
|
|
try:
|
|
if self.verbose:
|
|
CORPORATE_LOGGER.info(
|
|
f"Running reliability checks for CorporateSwarm: {self.name}"
|
|
)
|
|
|
|
if self.max_loops <= 0:
|
|
raise ValueError(
|
|
"Max loops must be greater than 0. Please set a valid number of loops."
|
|
)
|
|
|
|
if (
|
|
self.config.decision_threshold < 0.0
|
|
or self.config.decision_threshold > 1.0
|
|
):
|
|
raise ValueError(
|
|
"Decision threshold must be between 0.0 and 1.0."
|
|
)
|
|
|
|
if self.config.budget_limit < 0:
|
|
raise ValueError(
|
|
"Budget limit must be non-negative."
|
|
)
|
|
|
|
if self.verbose:
|
|
CORPORATE_LOGGER.success(
|
|
f"Reliability checks passed for CorporateSwarm: {self.name}"
|
|
)
|
|
|
|
except Exception as e:
|
|
CORPORATE_LOGGER.error(f"Failed reliability checks: {str(e)}")
|
|
raise
|
|
|
|
@classmethod
|
|
def create_simple_corporation(
|
|
cls,
|
|
name: str = "SimpleCorp",
|
|
num_board_members: int = 5,
|
|
num_executives: int = 4,
|
|
verbose: bool = False
|
|
) -> "CorporateSwarm":
|
|
"""Create a simple corporation with basic structure."""
|
|
return cls(
|
|
name=name,
|
|
max_loops=1,
|
|
enable_democratic_discussion=True,
|
|
enable_departmental_work=True,
|
|
enable_financial_oversight=True,
|
|
verbose=verbose
|
|
)
|
|
|
|
def run(
|
|
self,
|
|
task: str,
|
|
**kwargs
|
|
) -> Union[str, Dict[str, Any]]:
|
|
"""
|
|
Main execution method - processes corporate tasks through democratic decision-making.
|
|
|
|
Implements intelligent task routing and performance optimization via concurrency.
|
|
|
|
Args:
|
|
task: The corporate task or proposal to process
|
|
**kwargs: Additional parameters for task processing
|
|
|
|
Returns:
|
|
Union[str, Dict[str, Any]]: Task results or decision outcomes
|
|
|
|
Example:
|
|
>>> corporate = CorporateSwarm()
|
|
>>> result = corporate.run("Should we invest in AI technology?")
|
|
>>> print(result['vote_result'])
|
|
"""
|
|
if self.verbose:
|
|
CORPORATE_LOGGER.info(f"CorporateSwarm processing task: {task[:100]}...")
|
|
|
|
# Check budget before starting
|
|
if not self.cost_tracker.check_budget():
|
|
CORPORATE_LOGGER.warning(f"Budget limit exceeded for task: {task[:50]}...")
|
|
return {
|
|
"status": "failed",
|
|
"reason": "Budget limit exceeded",
|
|
"task": task
|
|
}
|
|
|
|
try:
|
|
# Determine task type and route accordingly with performance optimization
|
|
task_lower = task.lower()
|
|
|
|
if any(keyword in task_lower for keyword in ["proposal", "vote", "decision"]):
|
|
return self._process_proposal_task(task, **kwargs)
|
|
elif any(keyword in task_lower for keyword in ["meeting", "board", "committee"]):
|
|
return self._process_meeting_task(task, **kwargs)
|
|
elif any(keyword in task_lower for keyword in ["strategic", "planning", "initiative"]):
|
|
return self._process_strategic_task(task, **kwargs)
|
|
else:
|
|
return self._process_general_task(task, **kwargs)
|
|
|
|
except Exception as e:
|
|
CORPORATE_LOGGER.error(f"Error processing task '{task[:50]}...': {str(e)}")
|
|
return {
|
|
"status": "error",
|
|
"error": str(e),
|
|
"task": task
|
|
}
|
|
|
|
async def arun(
|
|
self,
|
|
task: str,
|
|
**kwargs
|
|
) -> Union[str, Dict[str, Any]]:
|
|
"""
|
|
Asynchronous version of run method with concurrency optimization.
|
|
|
|
Args:
|
|
task: The corporate task or proposal to process
|
|
**kwargs: Additional parameters for task processing
|
|
|
|
Returns:
|
|
Union[str, Dict[str, Any]]: Task results or decision outcomes
|
|
"""
|
|
if self.verbose:
|
|
logger.info(f"CorporateSwarm async processing task: {task[:100]}...")
|
|
|
|
# Check budget before starting
|
|
if not self.cost_tracker.check_budget():
|
|
logger.warning(f"Budget limit exceeded for async task: {task[:50]}...")
|
|
return {
|
|
"status": "failed",
|
|
"reason": "Budget limit exceeded",
|
|
"task": task
|
|
}
|
|
|
|
try:
|
|
# Run in thread pool for I/O bound operations
|
|
loop = asyncio.get_event_loop()
|
|
result = await loop.run_in_executor(None, self.run, task, **kwargs)
|
|
return result
|
|
|
|
except Exception as e:
|
|
logger.error(f"Error in async processing task '{task[:50]}...': {str(e)}")
|
|
return {
|
|
"status": "error",
|
|
"error": str(e),
|
|
"task": task
|
|
}
|
|
|
|
def _initialize_default_structure(self) -> None:
|
|
"""Initialize default corporate structure with key positions."""
|
|
if self.verbose:
|
|
logger.info("Initializing default corporate structure")
|
|
|
|
# Create executive team
|
|
executives = [
|
|
("John Smith", CorporateRole.CEO, DepartmentType.OPERATIONS, ["strategy", "leadership"]),
|
|
("Sarah Johnson", CorporateRole.CFO, DepartmentType.FINANCE, ["finance", "accounting"]),
|
|
("Michael Chen", CorporateRole.CTO, DepartmentType.TECHNOLOGY, ["technology", "innovation"]),
|
|
("Emily Davis", CorporateRole.COO, DepartmentType.OPERATIONS, ["operations", "efficiency"]),
|
|
]
|
|
|
|
for name, role, dept, expertise in executives:
|
|
member = CorporateMember(
|
|
name=name,
|
|
role=role,
|
|
department=dept,
|
|
expertise_areas=expertise,
|
|
voting_weight=2.0 if role in [CorporateRole.CEO, CorporateRole.CFO] else 1.5
|
|
)
|
|
self.members[member.member_id] = member
|
|
self.executive_team.append(member.member_id)
|
|
|
|
# Create board members with enhanced governance structure
|
|
board_members = [
|
|
("Robert Wilson", CorporateRole.BOARD_CHAIR, DepartmentType.OPERATIONS, ["governance", "strategy"], True),
|
|
("Lisa Anderson", CorporateRole.INDEPENDENT_DIRECTOR, DepartmentType.FINANCE, ["finance", "investments"], True),
|
|
("David Brown", CorporateRole.EXECUTIVE_DIRECTOR, DepartmentType.TECHNOLOGY, ["technology", "innovation"], False),
|
|
("Maria Garcia", CorporateRole.INDEPENDENT_DIRECTOR, DepartmentType.MARKETING, ["marketing", "branding"], True),
|
|
("James Chen", CorporateRole.BOARD_VICE_CHAIR, DepartmentType.LEGAL, ["legal", "compliance"], True),
|
|
("Sarah Thompson", CorporateRole.INDEPENDENT_DIRECTOR, DepartmentType.HUMAN_RESOURCES, ["hr", "governance"], True),
|
|
]
|
|
|
|
for name, role, dept, expertise, independent in board_members:
|
|
member = CorporateMember(
|
|
name=name,
|
|
role=role,
|
|
department=dept,
|
|
expertise_areas=expertise,
|
|
voting_weight=3.0 if role == CorporateRole.BOARD_CHAIR else 2.5,
|
|
independence_status=independent,
|
|
term_start=time.time(),
|
|
term_end=time.time() + (365 * 24 * 60 * 60 * 3), # 3 year term
|
|
compensation={"base_retainer": 50000, "meeting_fee": 2000}
|
|
)
|
|
self.members[member.member_id] = member
|
|
self.board_members.append(member.member_id)
|
|
|
|
if independent:
|
|
self.independent_directors.append(member.member_id)
|
|
if role in [CorporateRole.EXECUTIVE_DIRECTOR, CorporateRole.CEO, CorporateRole.CFO, CorporateRole.CTO, CorporateRole.COO]:
|
|
self.executive_directors.append(member.member_id)
|
|
|
|
# Create departments
|
|
self._create_departments()
|
|
|
|
# Create board committees
|
|
self._create_board_committees()
|
|
|
|
if self.verbose:
|
|
logger.info(f"Created {len(self.members)} members, {len(self.departments)} departments, {len(self.board_committees)} committees")
|
|
|
|
def _create_departments(self) -> None:
|
|
"""Create corporate departments with heads and objectives."""
|
|
department_configs = [
|
|
(DepartmentType.FINANCE, "Finance Department", ["budget_management", "financial_reporting"]),
|
|
(DepartmentType.OPERATIONS, "Operations Department", ["process_optimization", "quality_control"]),
|
|
(DepartmentType.MARKETING, "Marketing Department", ["brand_management", "customer_acquisition"]),
|
|
(DepartmentType.HUMAN_RESOURCES, "Human Resources Department", ["talent_management", "employee_relations"]),
|
|
(DepartmentType.LEGAL, "Legal Department", ["compliance", "contract_management"]),
|
|
(DepartmentType.TECHNOLOGY, "Technology Department", ["system_development", "cybersecurity"]),
|
|
]
|
|
|
|
for dept_type, name, objectives in department_configs:
|
|
# Find department head
|
|
head_id = None
|
|
for member_id, member in self.members.items():
|
|
if member.department == dept_type and member.role == CorporateRole.DEPARTMENT_HEAD:
|
|
head_id = member_id
|
|
break
|
|
|
|
department = CorporateDepartment(
|
|
name=name,
|
|
department_type=dept_type,
|
|
head=head_id or "",
|
|
objectives=objectives,
|
|
budget=100000.0 # Default budget
|
|
)
|
|
self.departments[department.department_id] = department
|
|
|
|
def _create_board_committees(self) -> None:
|
|
"""Create board committees with chairs and members."""
|
|
committee_configs = [
|
|
(BoardCommitteeType.AUDIT, "Audit Committee", ["financial_reporting", "internal_controls", "audit_oversight"]),
|
|
(BoardCommitteeType.COMPENSATION, "Compensation Committee", ["executive_compensation", "incentive_plans", "succession_planning"]),
|
|
(BoardCommitteeType.NOMINATING, "Nominating Committee", ["board_nominations", "governance_policies", "director_evaluations"]),
|
|
(BoardCommitteeType.RISK, "Risk Committee", ["risk_management", "cybersecurity", "operational_risk"]),
|
|
(BoardCommitteeType.TECHNOLOGY, "Technology Committee", ["technology_strategy", "digital_transformation", "innovation"]),
|
|
(BoardCommitteeType.ESG, "ESG Committee", ["environmental_sustainability", "social_responsibility", "governance_oversight"]),
|
|
(BoardCommitteeType.SUSTAINABILITY, "Sustainability Committee", ["carbon_neutrality", "renewable_energy", "sustainable_practices"]),
|
|
(BoardCommitteeType.CYBERSECURITY, "Cybersecurity Committee", ["cyber_risk_management", "data_protection", "incident_response"]),
|
|
(BoardCommitteeType.INNOVATION, "Innovation Committee", ["r_and_d_strategy", "digital_transformation", "emerging_technologies"]),
|
|
(BoardCommitteeType.STAKEHOLDER, "Stakeholder Committee", ["stakeholder_engagement", "community_relations", "investor_relations"]),
|
|
(BoardCommitteeType.CRISIS_MANAGEMENT, "Crisis Management Committee", ["crisis_response", "business_continuity", "reputation_management"]),
|
|
(BoardCommitteeType.AI_ETHICS, "AI Ethics Committee", ["ai_governance", "algorithmic_fairness", "responsible_ai"]),
|
|
(BoardCommitteeType.DATA_PRIVACY, "Data Privacy Committee", ["data_protection", "privacy_compliance", "gdpr_oversight"]),
|
|
]
|
|
|
|
for committee_type, name, responsibilities in committee_configs:
|
|
# Find appropriate chair and members
|
|
chair_id = None
|
|
members = []
|
|
|
|
for member_id, member in self.members.items():
|
|
if member.role in [CorporateRole.BOARD_CHAIR, CorporateRole.BOARD_VICE_CHAIR, CorporateRole.INDEPENDENT_DIRECTOR]:
|
|
if committee_type == BoardCommitteeType.AUDIT and "finance" in member.expertise_areas:
|
|
if not chair_id:
|
|
chair_id = member_id
|
|
members.append(member_id)
|
|
elif committee_type == BoardCommitteeType.COMPENSATION and "governance" in member.expertise_areas:
|
|
if not chair_id:
|
|
chair_id = member_id
|
|
members.append(member_id)
|
|
elif committee_type == BoardCommitteeType.NOMINATING and "governance" in member.expertise_areas:
|
|
if not chair_id:
|
|
chair_id = member_id
|
|
members.append(member_id)
|
|
elif committee_type == BoardCommitteeType.RISK and "compliance" in member.expertise_areas:
|
|
if not chair_id:
|
|
chair_id = member_id
|
|
members.append(member_id)
|
|
elif committee_type == BoardCommitteeType.TECHNOLOGY and "technology" in member.expertise_areas:
|
|
if not chair_id:
|
|
chair_id = member_id
|
|
members.append(member_id)
|
|
|
|
# Ensure we have at least 3 members for quorum
|
|
if len(members) < 3:
|
|
# Add more board members to reach quorum
|
|
for member_id, member in self.members.items():
|
|
if member_id not in members and member.role in [CorporateRole.BOARD_MEMBER, CorporateRole.INDEPENDENT_DIRECTOR]:
|
|
members.append(member_id)
|
|
if len(members) >= 3:
|
|
break
|
|
|
|
committee = BoardCommittee(
|
|
name=name,
|
|
committee_type=committee_type,
|
|
chair=chair_id or members[0] if members else "",
|
|
members=members[:5], # Limit to 5 members
|
|
responsibilities=responsibilities,
|
|
meeting_schedule="Quarterly",
|
|
quorum_required=3
|
|
)
|
|
|
|
self.board_committees[committee.committee_id] = committee
|
|
|
|
# Update member committee assignments
|
|
for member_id in members:
|
|
if member_id in self.members:
|
|
self.members[member_id].board_committees.append(committee.committee_id)
|
|
|
|
def _initialize_democratic_swarm(self) -> None:
|
|
"""Initialize democratic decision-making swarm."""
|
|
if self.verbose:
|
|
logger.info("Initializing democratic decision-making swarm")
|
|
|
|
# Create specialized swarms for different corporate functions
|
|
governance_swarm = SwarmRouter(
|
|
name="governance-swarm",
|
|
description="Handles corporate governance and board decisions",
|
|
agents=[self.members[member_id].agent for member_id in self.board_members
|
|
if self.members[member_id].agent],
|
|
swarm_type="SequentialWorkflow"
|
|
)
|
|
|
|
executive_swarm = SwarmRouter(
|
|
name="executive-swarm",
|
|
description="Handles executive leadership decisions",
|
|
agents=[self.members[member_id].agent for member_id in self.executive_team
|
|
if self.members[member_id].agent],
|
|
swarm_type="ConcurrentWorkflow"
|
|
)
|
|
|
|
# Initialize democratic swarm
|
|
self.democratic_swarm = HybridHierarchicalClusterSwarm(
|
|
name="Corporate Democratic Swarm",
|
|
description="Democratic decision-making for corporate governance",
|
|
swarms=[governance_swarm, executive_swarm],
|
|
max_loops=self.max_loops,
|
|
router_agent_model_name="gpt-4o-mini"
|
|
)
|
|
|
|
def add_member(
|
|
self,
|
|
name: str,
|
|
role: CorporateRole,
|
|
department: DepartmentType,
|
|
expertise_areas: List[str] = None,
|
|
voting_weight: float = 1.0,
|
|
**kwargs
|
|
) -> str:
|
|
"""
|
|
Add a new corporate member.
|
|
|
|
Args:
|
|
name: Full name of the member
|
|
role: Corporate role and position
|
|
department: Department affiliation
|
|
expertise_areas: Areas of professional expertise
|
|
voting_weight: Weight of vote in corporate decisions
|
|
**kwargs: Additional member attributes
|
|
|
|
Returns:
|
|
str: Member ID of the created member
|
|
"""
|
|
member = CorporateMember(
|
|
name=name,
|
|
role=role,
|
|
department=department,
|
|
expertise_areas=expertise_areas or [],
|
|
voting_weight=voting_weight,
|
|
metadata=kwargs
|
|
)
|
|
|
|
# Create AI agent for the member
|
|
system_prompt = self._create_member_system_prompt(member)
|
|
member.agent = Agent(
|
|
agent_name=name,
|
|
agent_description=f"{role.value.title()} in {department.value.title()} department",
|
|
system_prompt=system_prompt,
|
|
model_name="gpt-4o-mini",
|
|
max_loops=3,
|
|
verbose=self.verbose
|
|
)
|
|
|
|
self.members[member.member_id] = member
|
|
|
|
# Add to appropriate groups
|
|
if role in [CorporateRole.BOARD_CHAIR, CorporateRole.BOARD_MEMBER]:
|
|
self.board_members.append(member.member_id)
|
|
elif role in [CorporateRole.CEO, CorporateRole.CFO, CorporateRole.CTO, CorporateRole.COO]:
|
|
self.executive_team.append(member.member_id)
|
|
|
|
if self.verbose:
|
|
logger.info(f"Added member: {name} as {role.value} in {department.value}")
|
|
|
|
return member.member_id
|
|
|
|
def _create_member_system_prompt(self, member: CorporateMember) -> str:
|
|
"""Create system prompt for a corporate member."""
|
|
return f"""
|
|
You are {member.name}, a {member.role.value.title()} in the {member.department.value.title()} department.
|
|
|
|
Your Role and Responsibilities:
|
|
- Role: {member.role.value.title()}
|
|
- Department: {member.department.value.title()}
|
|
- Expertise Areas: {', '.join(member.expertise_areas)}
|
|
- Voting Weight: {member.voting_weight}
|
|
|
|
Corporate Context:
|
|
- You are part of {self.name}, a comprehensive corporate governance system
|
|
- You participate in democratic decision-making processes
|
|
- You collaborate with other corporate members across departments
|
|
- You provide expertise in your areas of specialization
|
|
|
|
Decision-Making Guidelines:
|
|
1. Consider the long-term strategic impact of decisions
|
|
2. Evaluate financial implications and risk factors
|
|
3. Ensure alignment with corporate objectives and values
|
|
4. Consider stakeholder interests and regulatory compliance
|
|
5. Provide clear reasoning for your positions and votes
|
|
|
|
Communication Style:
|
|
- Professional and collaborative
|
|
- Data-driven and analytical
|
|
- Clear and concise
|
|
- Respectful of diverse perspectives
|
|
|
|
When participating in corporate decisions, always provide:
|
|
- Your position and reasoning
|
|
- Relevant expertise and insights
|
|
- Consideration of alternatives
|
|
- Risk assessment and mitigation strategies
|
|
"""
|
|
|
|
def create_proposal(
|
|
self,
|
|
title: str,
|
|
description: str,
|
|
proposal_type: ProposalType,
|
|
sponsor_id: str,
|
|
department: DepartmentType,
|
|
budget_impact: float = 0.0,
|
|
timeline: str = "",
|
|
**kwargs
|
|
) -> str:
|
|
"""Create a new corporate proposal."""
|
|
if sponsor_id not in self.members:
|
|
raise ValueError(f"Sponsor {sponsor_id} not found in corporate members")
|
|
|
|
proposal = CorporateProposal(
|
|
title=title,
|
|
description=description,
|
|
proposal_type=proposal_type,
|
|
sponsor=sponsor_id,
|
|
department=department,
|
|
budget_impact=budget_impact,
|
|
timeline=timeline,
|
|
metadata=kwargs
|
|
)
|
|
|
|
self.proposals.append(proposal)
|
|
|
|
if self.verbose:
|
|
logger.info(f"Created proposal: {title} by {self.members[sponsor_id].name}")
|
|
|
|
return proposal.proposal_id
|
|
|
|
def conduct_corporate_vote(
|
|
self,
|
|
proposal_id: str,
|
|
participants: List[str] = None
|
|
) -> CorporateVote:
|
|
"""Conduct a democratic vote on a corporate proposal."""
|
|
# Find the proposal
|
|
proposal = None
|
|
for p in self.proposals:
|
|
if p.proposal_id == proposal_id:
|
|
proposal = p
|
|
break
|
|
|
|
if not proposal:
|
|
raise ValueError(f"Proposal {proposal_id} not found")
|
|
|
|
if not participants:
|
|
# Default to board members and executive team
|
|
participants = self.board_members + self.executive_team
|
|
|
|
# Check budget before starting
|
|
if not self.cost_tracker.check_budget():
|
|
return CorporateVote(
|
|
proposal=proposal,
|
|
result=VoteResult.FAILED
|
|
)
|
|
|
|
# Use democratic swarm for decision-making if available
|
|
democratic_result = None
|
|
if self.democratic_swarm is not None:
|
|
decision_task = f"""
|
|
Corporate Proposal Vote: {proposal.title}
|
|
|
|
Proposal Description: {proposal.description}
|
|
Proposal Type: {proposal.proposal_type.value}
|
|
Department: {proposal.department.value.title()}
|
|
Budget Impact: ${proposal.budget_impact:,.2f}
|
|
Timeline: {proposal.timeline}
|
|
|
|
As a corporate decision-making body, please:
|
|
1. Analyze the proposal's strategic value and alignment with corporate objectives
|
|
2. Evaluate financial implications and return on investment
|
|
3. Assess implementation feasibility and resource requirements
|
|
4. Consider risk factors and mitigation strategies
|
|
5. Make a recommendation on whether to approve or reject this proposal
|
|
6. Provide detailed reasoning for your decision
|
|
|
|
This is a critical corporate decision that will impact the organization's future direction.
|
|
"""
|
|
|
|
# Get democratic decision
|
|
try:
|
|
democratic_result = self.democratic_swarm.run(decision_task)
|
|
|
|
# Handle case where democratic_swarm returns a list instead of dict
|
|
if isinstance(democratic_result, list):
|
|
# Extract function call arguments if available
|
|
if democratic_result and len(democratic_result) > 0:
|
|
first_item = democratic_result[0]
|
|
if isinstance(first_item, dict) and 'function' in first_item:
|
|
function_data = first_item.get('function', {})
|
|
if 'arguments' in function_data:
|
|
# Try to parse the arguments as JSON
|
|
try:
|
|
import json
|
|
args_str = function_data['arguments']
|
|
if isinstance(args_str, str):
|
|
parsed_args = json.loads(args_str)
|
|
democratic_result = parsed_args
|
|
else:
|
|
democratic_result = args_str
|
|
except (json.JSONDecodeError, TypeError):
|
|
# If parsing fails, use the raw arguments
|
|
democratic_result = function_data.get('arguments', {})
|
|
else:
|
|
democratic_result = function_data
|
|
else:
|
|
# If it's not a function call, convert to a simple dict
|
|
democratic_result = {
|
|
'result': 'processed',
|
|
'data': democratic_result,
|
|
'type': 'list_response'
|
|
}
|
|
else:
|
|
democratic_result = {'result': 'empty_response', 'type': 'list_response'}
|
|
|
|
except Exception as e:
|
|
if self.verbose:
|
|
logger.warning(f"Democratic swarm encountered issue: {e}")
|
|
democratic_result = {'result': 'error', 'error': str(e), 'type': 'error_response'}
|
|
|
|
# Conduct individual member votes
|
|
individual_votes = {}
|
|
reasoning = {}
|
|
total_processed = 0
|
|
|
|
# Process participants in batches
|
|
for i in range(0, len(participants), self.batch_size):
|
|
batch = participants[i:i + self.batch_size]
|
|
|
|
for member_id in batch:
|
|
if member_id not in self.members:
|
|
continue
|
|
|
|
member = self.members[member_id]
|
|
if not member.agent:
|
|
continue
|
|
|
|
# Create voting prompt
|
|
vote_prompt = f"""
|
|
Corporate Proposal Vote: {proposal.title}
|
|
|
|
Proposal Details:
|
|
- Description: {proposal.description}
|
|
- Type: {proposal.proposal_type.value}
|
|
- Department: {proposal.department.value.title()}
|
|
- Budget Impact: ${proposal.budget_impact:,.2f}
|
|
- Timeline: {proposal.timeline}
|
|
|
|
As {member.name}, {member.role.value.title()} in {member.department.value.title()} department:
|
|
|
|
Please provide your vote and reasoning:
|
|
1. Vote: APPROVE, REJECT, or ABSTAIN
|
|
2. Reasoning: Detailed explanation of your decision
|
|
3. Key Factors: What influenced your decision most
|
|
4. Concerns: Any concerns or conditions you have
|
|
5. Recommendations: Suggestions for improvement if applicable
|
|
|
|
Consider your expertise in: {', '.join(member.expertise_areas)}
|
|
Your voting weight: {member.voting_weight}
|
|
"""
|
|
|
|
try:
|
|
# Get member's vote
|
|
response = member.agent.run(vote_prompt)
|
|
|
|
# Ensure response is a string
|
|
if not isinstance(response, str):
|
|
response = str(response)
|
|
|
|
# Parse response (simplified parsing)
|
|
vote_data = {
|
|
"vote": "APPROVE" if "approve" in response.lower() else
|
|
"REJECT" if "reject" in response.lower() else "ABSTAIN",
|
|
"reasoning": response,
|
|
"member_id": member_id,
|
|
"member_name": member.name,
|
|
"role": member.role.value,
|
|
"department": member.department.value,
|
|
"voting_weight": member.voting_weight
|
|
}
|
|
|
|
individual_votes[member_id] = vote_data
|
|
reasoning[member_id] = response
|
|
total_processed += 1
|
|
|
|
except Exception as e:
|
|
if self.verbose:
|
|
logger.error(f"Error getting vote from {member.name}: {e}")
|
|
continue
|
|
|
|
# Analyze results
|
|
vote_result = self._analyze_vote_results(individual_votes, proposal)
|
|
|
|
# Create vote record
|
|
vote = CorporateVote(
|
|
proposal=proposal,
|
|
participants=participants,
|
|
individual_votes=individual_votes,
|
|
political_group_analysis={"democratic_result": democratic_result},
|
|
result=vote_result,
|
|
metadata={
|
|
"total_participants": len(participants),
|
|
"total_processed": total_processed,
|
|
"processing_time": time.time()
|
|
}
|
|
)
|
|
|
|
self.votes.append(vote)
|
|
|
|
if self.verbose:
|
|
logger.info(f"Vote completed: {proposal.title} - Result: {vote_result.value}")
|
|
|
|
return vote
|
|
|
|
def create_board_committee(
|
|
self,
|
|
name: str,
|
|
committee_type: BoardCommitteeType,
|
|
chair_id: str,
|
|
members: List[str],
|
|
responsibilities: List[str] = None,
|
|
meeting_schedule: str = "Quarterly",
|
|
quorum_required: int = 3,
|
|
**kwargs
|
|
) -> str:
|
|
"""
|
|
Create a new board committee.
|
|
|
|
Args:
|
|
name: Name of the committee
|
|
committee_type: Type of board committee
|
|
chair_id: ID of the committee chair
|
|
members: List of member IDs to serve on the committee
|
|
responsibilities: List of committee responsibilities
|
|
meeting_schedule: Regular meeting schedule
|
|
quorum_required: Minimum members required for quorum
|
|
**kwargs: Additional committee attributes
|
|
|
|
Returns:
|
|
str: Committee ID of the created committee
|
|
"""
|
|
if chair_id not in self.members:
|
|
raise ValueError(f"Chair {chair_id} not found in corporate members")
|
|
|
|
# Validate all members exist
|
|
for member_id in members:
|
|
if member_id not in self.members:
|
|
raise ValueError(f"Member {member_id} not found in corporate members")
|
|
|
|
committee = BoardCommittee(
|
|
name=name,
|
|
committee_type=committee_type,
|
|
chair=chair_id,
|
|
members=members,
|
|
responsibilities=responsibilities or [],
|
|
meeting_schedule=meeting_schedule,
|
|
quorum_required=quorum_required,
|
|
metadata=kwargs
|
|
)
|
|
|
|
self.board_committees[committee.committee_id] = committee
|
|
|
|
# Update member committee assignments
|
|
for member_id in members:
|
|
if member_id in self.members:
|
|
self.members[member_id].board_committees.append(committee.committee_id)
|
|
|
|
if self.verbose:
|
|
logger.info(f"Created board committee: {name} with {len(members)} members")
|
|
|
|
return committee.committee_id
|
|
|
|
def schedule_board_meeting(
|
|
self,
|
|
meeting_type: MeetingType,
|
|
date: float = None,
|
|
location: str = "Virtual",
|
|
agenda: List[str] = None,
|
|
attendees: List[str] = None
|
|
) -> str:
|
|
"""
|
|
Schedule a board meeting.
|
|
|
|
Args:
|
|
meeting_type: Type of board meeting
|
|
date: Meeting date and time (defaults to current time)
|
|
location: Meeting location
|
|
agenda: List of agenda items
|
|
attendees: List of attendee member IDs
|
|
|
|
Returns:
|
|
str: Meeting ID of the scheduled meeting
|
|
"""
|
|
if not date:
|
|
date = time.time()
|
|
|
|
if not attendees:
|
|
attendees = self.board_members + self.executive_team
|
|
|
|
meeting = BoardMeeting(
|
|
meeting_type=meeting_type,
|
|
date=date,
|
|
location=location,
|
|
attendees=attendees,
|
|
agenda=agenda or [],
|
|
quorum_met=len(attendees) >= len(self.board_members) // 2 + 1
|
|
)
|
|
|
|
self.board_meetings.append(meeting)
|
|
|
|
if self.verbose:
|
|
logger.info(f"Scheduled {meeting_type.value} meeting for {len(attendees)} attendees")
|
|
|
|
return meeting.meeting_id
|
|
|
|
def conduct_board_meeting(
|
|
self,
|
|
meeting_id: str,
|
|
discussion_topics: List[str] = None
|
|
) -> BoardMeeting:
|
|
"""Conduct a board meeting with discussion and decisions."""
|
|
# Find the meeting
|
|
meeting = None
|
|
for m in self.board_meetings:
|
|
if m.meeting_id == meeting_id:
|
|
meeting = m
|
|
break
|
|
|
|
if not meeting:
|
|
raise ValueError(f"Meeting {meeting_id} not found")
|
|
|
|
if not discussion_topics:
|
|
discussion_topics = meeting.agenda
|
|
|
|
if self.verbose:
|
|
logger.info(f"Conducting board meeting: {meeting.meeting_type.value}")
|
|
|
|
# Conduct discussions on each topic
|
|
minutes = []
|
|
resolutions = []
|
|
|
|
for topic in discussion_topics:
|
|
if self.verbose:
|
|
logger.info(f"Discussing topic: {topic}")
|
|
|
|
# Create a proposal for the topic
|
|
proposal_id = self.create_proposal(
|
|
title=f"Board Discussion: {topic}",
|
|
description=f"Board discussion and decision on {topic}",
|
|
proposal_type=ProposalType.BOARD_RESOLUTION,
|
|
sponsor_id=self.board_members[0] if self.board_members else self.executive_team[0],
|
|
department=DepartmentType.OPERATIONS
|
|
)
|
|
|
|
# Conduct vote on the topic
|
|
vote = self.conduct_corporate_vote(proposal_id, meeting.attendees)
|
|
|
|
# Record minutes
|
|
topic_minutes = f"Topic: {topic}\n"
|
|
topic_minutes += f"Discussion: Board members discussed the implications and considerations.\n"
|
|
topic_minutes += f"Vote Result: {vote.result.value.upper()}\n"
|
|
topic_minutes += f"Participants: {len(vote.participants)} members\n"
|
|
|
|
minutes.append(topic_minutes)
|
|
|
|
if vote.result in [VoteResult.APPROVED, VoteResult.UNANIMOUS]:
|
|
resolutions.append(f"RESOLVED: {topic} - APPROVED")
|
|
elif vote.result == VoteResult.REJECTED:
|
|
resolutions.append(f"RESOLVED: {topic} - REJECTED")
|
|
else:
|
|
resolutions.append(f"RESOLVED: {topic} - TABLED for further consideration")
|
|
|
|
# Update meeting with minutes and resolutions
|
|
meeting.minutes = "\n\n".join(minutes)
|
|
meeting.resolutions = resolutions
|
|
|
|
if self.verbose:
|
|
logger.info(f"Board meeting completed with {len(resolutions)} resolutions")
|
|
|
|
return meeting
|
|
|
|
def conduct_committee_meeting(
|
|
self,
|
|
committee_id: str,
|
|
meeting_type: MeetingType = MeetingType.COMMITTEE_MEETING,
|
|
agenda: List[str] = None
|
|
) -> Dict[str, Any]:
|
|
"""Conduct a committee meeting with real API calls."""
|
|
if committee_id not in self.board_committees:
|
|
raise ValueError(f"Committee {committee_id} not found")
|
|
|
|
committee = self.board_committees[committee_id]
|
|
|
|
if self.verbose:
|
|
logger.info(f"Conducting {committee.name} meeting")
|
|
|
|
try:
|
|
# Create a specialized task for committee meeting
|
|
committee_task = f"""
|
|
Conduct a {committee.name} committee meeting for UAB Leiliona logistics company.
|
|
|
|
Committee Type: {committee.committee_type.value}
|
|
Committee Responsibilities: {', '.join(committee.responsibilities)}
|
|
Agenda Items: {', '.join(agenda or committee.responsibilities)}
|
|
|
|
Please provide:
|
|
1. Issues Discussed: List 3-5 key issues that were addressed
|
|
2. Recommendations: Provide 2-3 actionable recommendations
|
|
3. Next Steps: Outline follow-up actions
|
|
4. Risk Assessment: Identify any risks or concerns raised
|
|
|
|
Format your response as a structured analysis suitable for corporate governance.
|
|
"""
|
|
|
|
# Use the democratic swarm for committee decision-making
|
|
if hasattr(self, 'democratic_swarm') and self.democratic_swarm:
|
|
result = self.democratic_swarm.run(committee_task)
|
|
|
|
# Handle case where democratic_swarm returns a list instead of dict
|
|
if isinstance(result, list):
|
|
# Extract function call arguments if available
|
|
if result and len(result) > 0:
|
|
first_item = result[0]
|
|
if isinstance(first_item, dict) and 'function' in first_item:
|
|
function_data = first_item.get('function', {})
|
|
if 'arguments' in function_data:
|
|
# Try to parse the arguments as JSON
|
|
try:
|
|
import json
|
|
args_str = function_data['arguments']
|
|
if isinstance(args_str, str):
|
|
parsed_args = json.loads(args_str)
|
|
result = parsed_args
|
|
else:
|
|
result = args_str
|
|
except (json.JSONDecodeError, TypeError):
|
|
# If parsing fails, use the raw arguments
|
|
result = function_data.get('arguments', {})
|
|
else:
|
|
result = function_data
|
|
else:
|
|
# If it's not a function call, convert to a simple dict
|
|
result = {
|
|
'result': 'processed',
|
|
'data': result,
|
|
'type': 'list_response'
|
|
}
|
|
else:
|
|
result = {'result': 'empty_response', 'type': 'list_response'}
|
|
|
|
# Ensure result is a dictionary before parsing
|
|
if not isinstance(result, dict):
|
|
result = {
|
|
'issues_discussed': 3,
|
|
'recommendations': 2,
|
|
'next_steps': ['Follow up on action items', 'Schedule next meeting'],
|
|
'risk_assessment': 'Standard committee review completed',
|
|
'summary': 'Committee meeting completed with standard agenda items'
|
|
}
|
|
|
|
# Parse the result to extract structured information
|
|
return {
|
|
'issues_discussed': result.get('issues_discussed', 3),
|
|
'recommendations': result.get('recommendations', 2),
|
|
'next_steps': result.get('next_steps', []),
|
|
'risk_assessment': result.get('risk_assessment', 'Low risk identified'),
|
|
'meeting_summary': result.get('summary', 'Committee meeting completed successfully')
|
|
}
|
|
else:
|
|
# Fallback if democratic swarm is not available
|
|
return {
|
|
'issues_discussed': 3,
|
|
'recommendations': 2,
|
|
'next_steps': ['Review committee findings', 'Implement recommendations'],
|
|
'risk_assessment': 'No significant risks identified',
|
|
'meeting_summary': 'Committee meeting completed with standard procedures'
|
|
}
|
|
|
|
except Exception as e:
|
|
if self.verbose:
|
|
logger.warning(f"Committee meeting encountered issue: {e}")
|
|
|
|
# Return structured fallback results
|
|
return {
|
|
'issues_discussed': 3,
|
|
'recommendations': 2,
|
|
'next_steps': ['Address technical issues', 'Reschedule if needed'],
|
|
'risk_assessment': 'Technical issues noted, no operational risks',
|
|
'meeting_summary': f'Committee meeting completed with fallback procedures due to: {str(e)[:50]}...'
|
|
}
|
|
|
|
def evaluate_board_performance(self) -> Dict[str, Any]:
|
|
"""Evaluate board performance and governance effectiveness."""
|
|
if self.verbose:
|
|
logger.info("Evaluating board performance")
|
|
|
|
# Calculate governance metrics
|
|
total_members = len(self.board_members)
|
|
independent_directors = len(self.independent_directors)
|
|
executive_directors = len(self.executive_directors)
|
|
committees = len(self.board_committees)
|
|
meetings_held = len(self.board_meetings)
|
|
proposals_processed = len(self.proposals)
|
|
votes_conducted = len(self.votes)
|
|
|
|
# Calculate independence ratio
|
|
independence_ratio = independent_directors / total_members if total_members > 0 else 0
|
|
|
|
# Calculate meeting frequency (assuming monthly meetings)
|
|
months_operating = (time.time() - min([m.term_start for m in self.members.values()])) / (30 * 24 * 60 * 60)
|
|
expected_meetings = max(1, int(months_operating))
|
|
meeting_frequency = meetings_held / expected_meetings if expected_meetings > 0 else 0
|
|
|
|
# Calculate decision efficiency
|
|
approved_proposals = len([v for v in self.votes if v.result in [VoteResult.APPROVED, VoteResult.UNANIMOUS]])
|
|
decision_efficiency = approved_proposals / votes_conducted if votes_conducted > 0 else 0
|
|
|
|
performance_metrics = {
|
|
"board_composition": {
|
|
"total_members": total_members,
|
|
"independent_directors": independent_directors,
|
|
"executive_directors": executive_directors,
|
|
"independence_ratio": independence_ratio
|
|
},
|
|
"governance_structure": {
|
|
"committees": committees,
|
|
"committee_types": [c.committee_type.value for c in self.board_committees.values()],
|
|
"meeting_frequency": meeting_frequency
|
|
},
|
|
"decision_making": {
|
|
"meetings_held": meetings_held,
|
|
"proposals_processed": proposals_processed,
|
|
"votes_conducted": votes_conducted,
|
|
"approved_proposals": approved_proposals,
|
|
"decision_efficiency": decision_efficiency
|
|
},
|
|
"compliance": {
|
|
"quorum_met": len([m for m in self.board_meetings if m.quorum_met]),
|
|
"resolutions_passed": sum(len(m.resolutions) for m in self.board_meetings),
|
|
"governance_score": (independence_ratio + meeting_frequency + decision_efficiency) / 3
|
|
}
|
|
}
|
|
|
|
return performance_metrics
|
|
|
|
def calculate_esg_score(self) -> ESGScore:
|
|
"""Calculate comprehensive ESG (Environmental, Social, Governance) score."""
|
|
if self.verbose:
|
|
CORPORATE_LOGGER.info("Calculating ESG score for corporate governance")
|
|
|
|
# Calculate environmental score
|
|
environmental_score = self._calculate_environmental_score()
|
|
|
|
# Calculate social score
|
|
social_score = self._calculate_social_score()
|
|
|
|
# Calculate governance score
|
|
governance_score = self._calculate_governance_score()
|
|
|
|
# Calculate overall score
|
|
overall_score = (environmental_score + social_score + governance_score) / 3
|
|
|
|
# Calculate diversity index
|
|
diversity_index = self._calculate_diversity_index()
|
|
|
|
# Calculate stakeholder satisfaction
|
|
stakeholder_satisfaction = self._calculate_stakeholder_satisfaction()
|
|
|
|
esg_score = ESGScore(
|
|
environmental_score=environmental_score,
|
|
social_score=social_score,
|
|
governance_score=governance_score,
|
|
overall_score=overall_score,
|
|
carbon_footprint=self._calculate_carbon_footprint(),
|
|
diversity_index=diversity_index,
|
|
stakeholder_satisfaction=stakeholder_satisfaction,
|
|
sustainability_goals=self._get_sustainability_goals()
|
|
)
|
|
|
|
# Store ESG score
|
|
self.esg_scores[str(time.time())] = esg_score
|
|
|
|
return esg_score
|
|
|
|
def _calculate_environmental_score(self) -> float:
|
|
"""Calculate environmental performance score."""
|
|
# Base score from sustainability practices
|
|
base_score = 70.0
|
|
|
|
# Adjust based on sustainability targets
|
|
if self.sustainability_targets:
|
|
target_achievement = len([t for t in self.sustainability_targets.values() if t.get('achieved', False)])
|
|
total_targets = len(self.sustainability_targets)
|
|
if total_targets > 0:
|
|
base_score += (target_achievement / total_targets) * 30
|
|
|
|
return min(100.0, base_score)
|
|
|
|
def _calculate_social_score(self) -> float:
|
|
"""Calculate social performance score."""
|
|
# Base score from stakeholder engagement
|
|
base_score = 75.0
|
|
|
|
# Adjust based on stakeholder satisfaction
|
|
if self.stakeholder_engagements:
|
|
avg_satisfaction = sum(s.satisfaction_score for s in self.stakeholder_engagements.values()) / len(self.stakeholder_engagements)
|
|
base_score = avg_satisfaction
|
|
|
|
return min(100.0, base_score)
|
|
|
|
def _calculate_governance_score(self) -> float:
|
|
"""Calculate governance performance score."""
|
|
# Base score from board performance
|
|
base_score = 80.0
|
|
|
|
# Adjust based on board performance metrics
|
|
if hasattr(self, 'performance_metrics') and self.performance_metrics:
|
|
governance_metrics = self.performance_metrics.get('governance', {})
|
|
if governance_metrics:
|
|
base_score = governance_metrics.get('governance_score', base_score)
|
|
|
|
return min(100.0, base_score)
|
|
|
|
def _calculate_diversity_index(self) -> float:
|
|
"""Calculate board diversity index."""
|
|
if not self.board_members:
|
|
return 0.0
|
|
|
|
# Simple diversity calculation based on different expertise areas
|
|
unique_expertise = set()
|
|
for member_id in self.board_members:
|
|
if member_id in self.members:
|
|
unique_expertise.update(self.members[member_id].expertise_areas)
|
|
|
|
# Normalize to 0-1 scale
|
|
max_possible_diversity = 10 # Assume max 10 different expertise areas
|
|
diversity_index = min(1.0, len(unique_expertise) / max_possible_diversity)
|
|
|
|
return diversity_index
|
|
|
|
def _calculate_stakeholder_satisfaction(self) -> float:
|
|
"""Calculate overall stakeholder satisfaction score."""
|
|
if not self.stakeholder_engagements:
|
|
return 75.0 # Default score
|
|
|
|
avg_satisfaction = sum(s.satisfaction_score for s in self.stakeholder_engagements.values()) / len(self.stakeholder_engagements)
|
|
return avg_satisfaction
|
|
|
|
def _calculate_carbon_footprint(self) -> float:
|
|
"""Calculate corporate carbon footprint."""
|
|
# Simplified carbon footprint calculation
|
|
base_footprint = 100.0 # Base metric tons CO2 equivalent
|
|
|
|
# Adjust based on sustainability practices
|
|
if self.sustainability_targets:
|
|
carbon_reduction = len([t for t in self.sustainability_targets.values() if 'carbon' in t.get('type', '').lower()])
|
|
base_footprint -= carbon_reduction * 10
|
|
|
|
return max(0.0, base_footprint)
|
|
|
|
def _get_sustainability_goals(self) -> List[str]:
|
|
"""Get current sustainability goals."""
|
|
if not self.sustainability_targets:
|
|
return ["Carbon neutrality by 2030", "100% renewable energy", "Zero waste to landfill"]
|
|
|
|
return [goal.get('description', '') for goal in self.sustainability_targets.values()]
|
|
|
|
def conduct_risk_assessment(self, risk_category: str = "comprehensive") -> Dict[str, RiskAssessment]:
|
|
"""Conduct comprehensive risk assessment across all corporate areas."""
|
|
if self.verbose:
|
|
CORPORATE_LOGGER.info(f"Conducting {risk_category} risk assessment")
|
|
|
|
risk_categories = [
|
|
"operational", "financial", "strategic", "compliance",
|
|
"cybersecurity", "reputation", "environmental", "regulatory"
|
|
]
|
|
|
|
assessments = {}
|
|
|
|
for category in risk_categories:
|
|
if risk_category == "comprehensive" or risk_category == category:
|
|
assessment = self._assess_risk_category(category)
|
|
assessments[category] = assessment
|
|
self.risk_assessments[assessment.risk_id] = assessment
|
|
|
|
return assessments
|
|
|
|
def _assess_risk_category(self, category: str) -> RiskAssessment:
|
|
"""Assess risk for a specific category."""
|
|
# Simplified risk assessment logic
|
|
risk_levels = {"operational": 0.3, "financial": 0.4, "strategic": 0.5, "compliance": 0.2}
|
|
probabilities = {"operational": 0.6, "financial": 0.4, "strategic": 0.3, "compliance": 0.7}
|
|
|
|
probability = probabilities.get(category, 0.5)
|
|
impact = risk_levels.get(category, 0.4)
|
|
risk_score = probability * impact
|
|
|
|
risk_level = "low" if risk_score < 0.3 else "medium" if risk_score < 0.6 else "high"
|
|
|
|
return RiskAssessment(
|
|
risk_category=category,
|
|
risk_level=risk_level,
|
|
probability=probability,
|
|
impact=impact,
|
|
risk_score=risk_score,
|
|
mitigation_strategies=self._get_mitigation_strategies(category),
|
|
owner=self._get_risk_owner(category)
|
|
)
|
|
|
|
def _get_mitigation_strategies(self, category: str) -> List[str]:
|
|
"""Get mitigation strategies for risk category."""
|
|
strategies = {
|
|
"operational": ["Process optimization", "Backup systems", "Training programs"],
|
|
"financial": ["Diversification", "Hedging strategies", "Cash reserves"],
|
|
"strategic": ["Market research", "Competitive analysis", "Scenario planning"],
|
|
"compliance": ["Regular audits", "Training programs", "Compliance monitoring"],
|
|
"cybersecurity": ["Security protocols", "Incident response", "Regular updates"],
|
|
"reputation": ["Crisis management", "Stakeholder communication", "Brand monitoring"],
|
|
"environmental": ["Sustainability initiatives", "Environmental monitoring", "Green practices"],
|
|
"regulatory": ["Legal compliance", "Regulatory monitoring", "Policy updates"]
|
|
}
|
|
return strategies.get(category, ["General risk mitigation", "Monitoring", "Response planning"])
|
|
|
|
def _get_risk_owner(self, category: str) -> str:
|
|
"""Get risk owner for category."""
|
|
owners = {
|
|
"operational": "COO",
|
|
"financial": "CFO",
|
|
"strategic": "CEO",
|
|
"compliance": "General Counsel",
|
|
"cybersecurity": "CTO",
|
|
"reputation": "CEO",
|
|
"environmental": "Sustainability Officer",
|
|
"regulatory": "Compliance Officer"
|
|
}
|
|
return owners.get(category, "Board of Directors")
|
|
|
|
def manage_stakeholder_engagement(self, stakeholder_type: str = "all") -> Dict[str, StakeholderEngagement]:
|
|
"""
|
|
Manage comprehensive stakeholder engagement across all stakeholder groups.
|
|
|
|
Args:
|
|
stakeholder_type: Type of stakeholders to engage with
|
|
|
|
Returns:
|
|
Dict[str, StakeholderEngagement]: Stakeholder engagement records
|
|
"""
|
|
if self.verbose:
|
|
CORPORATE_LOGGER.info(f"Managing stakeholder engagement for {stakeholder_type}")
|
|
|
|
stakeholder_types = ["investor", "customer", "employee", "community", "supplier", "regulator"]
|
|
engagements = {}
|
|
|
|
for stype in stakeholder_types:
|
|
if stakeholder_type == "all" or stakeholder_type == stype:
|
|
engagement = self._create_stakeholder_engagement(stype)
|
|
engagements[stype] = engagement
|
|
self.stakeholder_engagements[engagement.stakeholder_id] = engagement
|
|
|
|
return engagements
|
|
|
|
def _create_stakeholder_engagement(self, stakeholder_type: str) -> StakeholderEngagement:
|
|
"""Create stakeholder engagement record."""
|
|
# Simplified stakeholder engagement logic
|
|
satisfaction_scores = {
|
|
"investor": 85.0,
|
|
"customer": 80.0,
|
|
"employee": 75.0,
|
|
"community": 70.0,
|
|
"supplier": 78.0,
|
|
"regulator": 90.0
|
|
}
|
|
|
|
return StakeholderEngagement(
|
|
stakeholder_type=stakeholder_type,
|
|
name=f"{stakeholder_type.title()} Group",
|
|
influence_level="high" if stakeholder_type in ["investor", "regulator"] else "medium",
|
|
interest_level="high" if stakeholder_type in ["investor", "customer"] else "medium",
|
|
satisfaction_score=satisfaction_scores.get(stakeholder_type, 75.0),
|
|
concerns=self._get_stakeholder_concerns(stakeholder_type)
|
|
)
|
|
|
|
def _get_stakeholder_concerns(self, stakeholder_type: str) -> List[str]:
|
|
"""Get common concerns for stakeholder type."""
|
|
concerns = {
|
|
"investor": ["ROI", "Risk management", "Growth prospects"],
|
|
"customer": ["Product quality", "Customer service", "Pricing"],
|
|
"employee": ["Work-life balance", "Career development", "Compensation"],
|
|
"community": ["Environmental impact", "Local employment", "Community support"],
|
|
"supplier": ["Payment terms", "Partnership stability", "Fair treatment"],
|
|
"regulator": ["Compliance", "Transparency", "Risk management"]
|
|
}
|
|
return concerns.get(stakeholder_type, ["General concerns", "Communication", "Transparency"])
|
|
|
|
def establish_compliance_framework(self, regulation_type: str = "comprehensive") -> Dict[str, ComplianceFramework]:
|
|
"""Establish comprehensive compliance framework for regulatory adherence."""
|
|
if self.verbose:
|
|
CORPORATE_LOGGER.info(f"Establishing compliance framework for {regulation_type}")
|
|
|
|
regulations = [
|
|
("SOX", "financial", ["Internal controls", "Financial reporting", "Audit requirements"]),
|
|
("GDPR", "data_privacy", ["Data protection", "Privacy rights", "Consent management"]),
|
|
("ISO 27001", "cybersecurity", ["Information security", "Risk management", "Security controls"]),
|
|
("ESG", "sustainability", ["Environmental reporting", "Social responsibility", "Governance standards"]),
|
|
("HIPAA", "healthcare", ["Patient privacy", "Data security", "Compliance monitoring"])
|
|
]
|
|
|
|
frameworks = {}
|
|
|
|
for reg_name, reg_type, requirements in regulations:
|
|
if regulation_type == "comprehensive" or regulation_type == reg_type:
|
|
framework = ComplianceFramework(
|
|
regulation_name=reg_name,
|
|
regulation_type=reg_type,
|
|
requirements=requirements,
|
|
controls=self._get_compliance_controls(reg_type),
|
|
responsible_officer=self._get_compliance_officer(reg_type)
|
|
)
|
|
frameworks[reg_name] = framework
|
|
self.compliance_frameworks[framework.compliance_id] = framework
|
|
|
|
return frameworks
|
|
|
|
def _get_compliance_controls(self, regulation_type: str) -> List[str]:
|
|
"""Get compliance controls for regulation type."""
|
|
controls = {
|
|
"financial": ["Internal audit", "Financial controls", "Reporting systems"],
|
|
"data_privacy": ["Data encryption", "Access controls", "Privacy policies"],
|
|
"cybersecurity": ["Security monitoring", "Incident response", "Access management"],
|
|
"sustainability": ["Environmental monitoring", "Sustainability reporting", "Goal tracking"],
|
|
"healthcare": ["Patient data protection", "Access controls", "Audit trails"]
|
|
}
|
|
return controls.get(regulation_type, ["General controls", "Monitoring", "Reporting"])
|
|
|
|
def _get_compliance_officer(self, regulation_type: str) -> str:
|
|
"""Get compliance officer for regulation type."""
|
|
officers = {
|
|
"financial": "CFO",
|
|
"data_privacy": "Data Protection Officer",
|
|
"cybersecurity": "CISO",
|
|
"sustainability": "Sustainability Officer",
|
|
"healthcare": "Compliance Officer"
|
|
}
|
|
return officers.get(regulation_type, "Compliance Officer")
|
|
|
|
def _process_proposal_task(self, task: str, **kwargs) -> Dict[str, Any]:
|
|
"""
|
|
Process proposal-related tasks with performance optimization.
|
|
|
|
Args:
|
|
task: The proposal task to process
|
|
**kwargs: Additional parameters for proposal creation
|
|
|
|
Returns:
|
|
Dict[str, Any]: Proposal processing results
|
|
"""
|
|
if self.verbose:
|
|
logger.info("Processing proposal task with democratic voting")
|
|
|
|
try:
|
|
# Create a proposal from the task
|
|
proposal_id = self.create_proposal(
|
|
title=f"Task Proposal: {task[:50]}...",
|
|
description=task,
|
|
proposal_type=ProposalType.STRATEGIC_INITIATIVE,
|
|
sponsor_id=self.executive_team[0] if self.executive_team else self.board_members[0],
|
|
department=DepartmentType.OPERATIONS,
|
|
**kwargs
|
|
)
|
|
|
|
# Conduct democratic vote with error handling
|
|
vote = self.conduct_corporate_vote(proposal_id)
|
|
|
|
return {
|
|
"status": "completed",
|
|
"proposal_id": proposal_id,
|
|
"vote_result": vote.result.value,
|
|
"participants": len(vote.participants),
|
|
"task": task,
|
|
"timestamp": time.time()
|
|
}
|
|
|
|
except Exception as e:
|
|
logger.error(f"Error processing proposal task: {str(e)}")
|
|
return {
|
|
"status": "error",
|
|
"error": str(e),
|
|
"task": task
|
|
}
|
|
|
|
def _process_meeting_task(self, task: str, **kwargs) -> Dict[str, Any]:
|
|
"""Process meeting-related tasks with board governance."""
|
|
if self.verbose:
|
|
logger.info("Processing meeting task with board governance")
|
|
|
|
try:
|
|
# Schedule and conduct a board meeting
|
|
meeting_id = self.schedule_board_meeting(
|
|
meeting_type=MeetingType.REGULAR_BOARD,
|
|
agenda=[task],
|
|
**kwargs
|
|
)
|
|
|
|
meeting = self.conduct_board_meeting(
|
|
meeting_id=meeting_id,
|
|
discussion_topics=[task]
|
|
)
|
|
|
|
return {
|
|
"status": "completed",
|
|
"meeting_id": meeting_id,
|
|
"resolutions": meeting.resolutions,
|
|
"minutes": meeting.minutes,
|
|
"task": task,
|
|
"timestamp": time.time()
|
|
}
|
|
|
|
except Exception as e:
|
|
logger.error(f"Error processing meeting task: {str(e)}")
|
|
return {
|
|
"status": "error",
|
|
"error": str(e),
|
|
"task": task
|
|
}
|
|
|
|
def _process_strategic_task(self, task: str, **kwargs) -> Dict[str, Any]:
|
|
"""
|
|
Process strategic planning tasks with comprehensive analysis.
|
|
|
|
Args:
|
|
task: The strategic task to process
|
|
**kwargs: Additional parameters for strategic planning
|
|
|
|
Returns:
|
|
Dict[str, Any]: Strategic planning results
|
|
"""
|
|
if self.verbose:
|
|
logger.info("Processing strategic task with comprehensive analysis")
|
|
|
|
try:
|
|
# Run a corporate session for strategic planning
|
|
session_results = self.run_corporate_session(
|
|
session_type="strategic_planning",
|
|
agenda_items=[task],
|
|
**kwargs
|
|
)
|
|
|
|
return {
|
|
"status": "completed",
|
|
"session_type": session_results["session_type"],
|
|
"decisions": session_results["decisions"],
|
|
"task": task,
|
|
"timestamp": time.time()
|
|
}
|
|
|
|
except Exception as e:
|
|
logger.error(f"Error processing strategic task: {str(e)}")
|
|
return {
|
|
"status": "error",
|
|
"error": str(e),
|
|
"task": task
|
|
}
|
|
|
|
def _process_general_task(self, task: str, **kwargs) -> Union[str, Dict[str, Any]]:
|
|
"""Process general corporate tasks using democratic swarm with performance optimization."""
|
|
if self.verbose:
|
|
logger.info("Processing general task through democratic swarm")
|
|
|
|
if self.democratic_swarm is not None:
|
|
try:
|
|
result = self.democratic_swarm.run(task)
|
|
|
|
# Handle different result types with robust parsing
|
|
parsed_result = self._parse_swarm_result(result)
|
|
|
|
return {
|
|
"status": "completed",
|
|
"result": parsed_result,
|
|
"task": task,
|
|
"timestamp": time.time()
|
|
}
|
|
|
|
except Exception as e:
|
|
logger.error(f"Democratic swarm encountered issue: {e}")
|
|
return {
|
|
"status": "error",
|
|
"error": str(e),
|
|
"task": task
|
|
}
|
|
else:
|
|
# Fallback to simple task processing
|
|
logger.warning("Democratic swarm not available, using fallback processing")
|
|
return {
|
|
"status": "completed",
|
|
"result": f"Task processed: {task}",
|
|
"task": task,
|
|
"timestamp": time.time()
|
|
}
|
|
|
|
def _parse_swarm_result(self, result: Any) -> Dict[str, Any]:
|
|
"""Parse swarm result with robust error handling."""
|
|
try:
|
|
if isinstance(result, list):
|
|
if result and len(result) > 0:
|
|
first_item = result[0]
|
|
if isinstance(first_item, dict) and 'function' in first_item:
|
|
function_data = first_item.get('function', {})
|
|
if 'arguments' in function_data:
|
|
try:
|
|
args_str = function_data['arguments']
|
|
if isinstance(args_str, str):
|
|
parsed_args = json.loads(args_str)
|
|
return parsed_args
|
|
else:
|
|
return args_str
|
|
except (json.JSONDecodeError, TypeError):
|
|
return function_data.get('arguments', {})
|
|
else:
|
|
return function_data
|
|
else:
|
|
return {
|
|
'result': 'processed',
|
|
'data': result,
|
|
'type': 'list_response'
|
|
}
|
|
else:
|
|
return {'result': 'empty_response', 'type': 'list_response'}
|
|
elif isinstance(result, dict):
|
|
return result
|
|
else:
|
|
return {
|
|
'result': 'processed',
|
|
'data': str(result),
|
|
'type': 'string_response'
|
|
}
|
|
except Exception as e:
|
|
logger.warning(f"Error parsing swarm result: {e}")
|
|
return {
|
|
'result': 'parse_error',
|
|
'error': str(e),
|
|
'raw_data': str(result)
|
|
}
|
|
|
|
def _analyze_vote_results(
|
|
self,
|
|
individual_votes: Dict[str, Dict[str, Any]],
|
|
proposal: CorporateProposal
|
|
) -> VoteResult:
|
|
"""Analyze voting results and determine outcome."""
|
|
if not individual_votes:
|
|
return VoteResult.FAILED
|
|
|
|
total_weight = 0
|
|
approve_weight = 0
|
|
reject_weight = 0
|
|
|
|
for member_id, vote_data in individual_votes.items():
|
|
weight = vote_data.get("voting_weight", 1.0)
|
|
vote = vote_data.get("vote", "ABSTAIN")
|
|
|
|
total_weight += weight
|
|
|
|
if vote == "APPROVE":
|
|
approve_weight += weight
|
|
elif vote == "REJECT":
|
|
reject_weight += weight
|
|
|
|
if total_weight == 0:
|
|
return VoteResult.FAILED
|
|
|
|
# Simple majority rule with weighted voting
|
|
approve_percentage = approve_weight / total_weight
|
|
reject_percentage = reject_weight / total_weight
|
|
|
|
if approve_percentage > 0.5:
|
|
return VoteResult.APPROVED
|
|
elif reject_percentage > 0.5:
|
|
return VoteResult.REJECTED
|
|
else:
|
|
return VoteResult.TABLED
|
|
|
|
def run_corporate_session(
|
|
self,
|
|
session_type: str = "board_meeting",
|
|
agenda_items: List[str] = None
|
|
) -> Dict[str, Any]:
|
|
"""Run a corporate governance session."""
|
|
if not agenda_items:
|
|
agenda_items = ["Strategic planning", "Budget review", "Operational updates"]
|
|
|
|
if self.verbose:
|
|
logger.info(f"Starting corporate session: {session_type}")
|
|
|
|
session_results = {
|
|
"session_type": session_type,
|
|
"agenda_items": agenda_items,
|
|
"participants": len(self.board_members + self.executive_team),
|
|
"decisions": [],
|
|
"timestamp": time.time()
|
|
}
|
|
|
|
# Process each agenda item
|
|
for item in agenda_items:
|
|
if self.verbose:
|
|
logger.info(f"Processing agenda item: {item}")
|
|
|
|
# Create a proposal for the agenda item
|
|
proposal_id = self.create_proposal(
|
|
title=f"Agenda Item: {item}",
|
|
description=f"Discussion and decision on {item}",
|
|
proposal_type=ProposalType.STRATEGIC_INITIATIVE,
|
|
sponsor_id=self.board_members[0] if self.board_members else self.executive_team[0],
|
|
department=DepartmentType.OPERATIONS
|
|
)
|
|
|
|
# Conduct vote
|
|
vote = self.conduct_corporate_vote(proposal_id)
|
|
|
|
session_results["decisions"].append({
|
|
"item": item,
|
|
"proposal_id": proposal_id,
|
|
"result": vote.result.value,
|
|
"participants": len(vote.participants)
|
|
})
|
|
|
|
if self.verbose:
|
|
logger.info(f"Corporate session completed: {len(session_results['decisions'])} decisions made")
|
|
|
|
return session_results
|
|
|
|
def get_corporate_status(self) -> Dict[str, Any]:
|
|
"""Get current corporate status and metrics including advanced governance frameworks."""
|
|
# Get board performance metrics
|
|
board_performance = self.evaluate_board_performance()
|
|
|
|
# Calculate ESG score
|
|
esg_score = self.calculate_esg_score()
|
|
|
|
# Get risk assessment summary
|
|
risk_summary = self._get_risk_summary()
|
|
|
|
# Get stakeholder engagement summary
|
|
stakeholder_summary = self._get_stakeholder_summary()
|
|
|
|
# Get compliance status
|
|
compliance_status = self._get_compliance_status()
|
|
|
|
return {
|
|
"name": self.name,
|
|
"description": self.description,
|
|
"total_members": len(self.members),
|
|
"board_members": len(self.board_members),
|
|
"executive_team": len(self.executive_team),
|
|
"departments": len(self.departments),
|
|
"board_committees": len(self.board_committees),
|
|
"board_meetings": len(self.board_meetings),
|
|
"independent_directors": len(self.independent_directors),
|
|
"executive_directors": len(self.executive_directors),
|
|
"active_proposals": len([p for p in self.proposals if p.status == "pending"]),
|
|
"total_votes": len(self.votes),
|
|
"recent_decisions": [
|
|
{
|
|
"proposal": vote.proposal.title,
|
|
"result": vote.result.value,
|
|
"timestamp": vote.timestamp
|
|
}
|
|
for vote in self.votes[-5:] # Last 5 votes
|
|
],
|
|
"department_budgets": {
|
|
dept.name: dept.budget
|
|
for dept in self.departments.values()
|
|
},
|
|
"board_governance": {
|
|
"committees": {
|
|
committee.name: {
|
|
"type": committee.committee_type.value,
|
|
"chair": self.members[committee.chair].name if committee.chair in self.members else "Unknown",
|
|
"members": len(committee.members),
|
|
"responsibilities": committee.responsibilities
|
|
}
|
|
for committee in self.board_committees.values()
|
|
},
|
|
"recent_meetings": [
|
|
{
|
|
"type": meeting.meeting_type.value,
|
|
"date": meeting.date,
|
|
"attendees": len(meeting.attendees),
|
|
"quorum_met": meeting.quorum_met,
|
|
"resolutions": len(meeting.resolutions)
|
|
}
|
|
for meeting in self.board_meetings[-3:] # Last 3 meetings
|
|
],
|
|
"performance_metrics": board_performance
|
|
},
|
|
"esg_governance": {
|
|
"overall_score": esg_score.overall_score,
|
|
"environmental_score": esg_score.environmental_score,
|
|
"social_score": esg_score.social_score,
|
|
"governance_score": esg_score.governance_score,
|
|
"carbon_footprint": esg_score.carbon_footprint,
|
|
"diversity_index": esg_score.diversity_index,
|
|
"stakeholder_satisfaction": esg_score.stakeholder_satisfaction,
|
|
"sustainability_goals": esg_score.sustainability_goals
|
|
},
|
|
"risk_management": risk_summary,
|
|
"stakeholder_engagement": stakeholder_summary,
|
|
"compliance_framework": compliance_status,
|
|
"advanced_governance": {
|
|
"total_risk_assessments": len(self.risk_assessments),
|
|
"total_stakeholder_engagements": len(self.stakeholder_engagements),
|
|
"total_compliance_frameworks": len(self.compliance_frameworks),
|
|
"crisis_management_plans": len(self.crisis_management_plans),
|
|
"innovation_pipeline_items": len(self.innovation_pipeline),
|
|
"audit_trail_entries": len(self.audit_trails)
|
|
}
|
|
}
|
|
|
|
def _get_risk_summary(self) -> Dict[str, Any]:
|
|
"""Get risk management summary."""
|
|
if not self.risk_assessments:
|
|
return {"status": "No risk assessments conducted", "total_risks": 0}
|
|
|
|
high_risks = [r for r in self.risk_assessments.values() if r.risk_level == "high"]
|
|
medium_risks = [r for r in self.risk_assessments.values() if r.risk_level == "medium"]
|
|
low_risks = [r for r in self.risk_assessments.values() if r.risk_level == "low"]
|
|
|
|
return {
|
|
"total_risks": len(self.risk_assessments),
|
|
"high_risks": len(high_risks),
|
|
"medium_risks": len(medium_risks),
|
|
"low_risks": len(low_risks),
|
|
"risk_categories": list(set(r.risk_category for r in self.risk_assessments.values())),
|
|
"average_risk_score": sum(r.risk_score for r in self.risk_assessments.values()) / len(self.risk_assessments)
|
|
}
|
|
|
|
def _get_stakeholder_summary(self) -> Dict[str, Any]:
|
|
"""Get stakeholder engagement summary."""
|
|
if not self.stakeholder_engagements:
|
|
return {"status": "No stakeholder engagements recorded", "total_stakeholders": 0}
|
|
|
|
stakeholder_types = list(set(s.stakeholder_type for s in self.stakeholder_engagements.values()))
|
|
avg_satisfaction = sum(s.satisfaction_score for s in self.stakeholder_engagements.values()) / len(self.stakeholder_engagements)
|
|
|
|
return {
|
|
"total_stakeholders": len(self.stakeholder_engagements),
|
|
"stakeholder_types": stakeholder_types,
|
|
"average_satisfaction": avg_satisfaction,
|
|
"high_influence_stakeholders": len([s for s in self.stakeholder_engagements.values() if s.influence_level == "high"]),
|
|
"high_interest_stakeholders": len([s for s in self.stakeholder_engagements.values() if s.interest_level == "high"])
|
|
}
|
|
|
|
def _get_compliance_status(self) -> Dict[str, Any]:
|
|
"""Get compliance framework status."""
|
|
if not self.compliance_frameworks:
|
|
return {"status": "No compliance frameworks established", "total_frameworks": 0}
|
|
|
|
compliant_frameworks = [f for f in self.compliance_frameworks.values() if f.compliance_status == "compliant"]
|
|
non_compliant_frameworks = [f for f in self.compliance_frameworks.values() if f.compliance_status == "non_compliant"]
|
|
|
|
return {
|
|
"total_frameworks": len(self.compliance_frameworks),
|
|
"compliant_frameworks": len(compliant_frameworks),
|
|
"non_compliant_frameworks": len(non_compliant_frameworks),
|
|
"compliance_rate": len(compliant_frameworks) / len(self.compliance_frameworks) * 100,
|
|
"regulation_types": list(set(f.regulation_type for f in self.compliance_frameworks.values())),
|
|
"average_compliance_score": sum(f.compliance_score for f in self.compliance_frameworks.values()) / len(self.compliance_frameworks)
|
|
}
|
|
|
|
def conduct_comprehensive_governance_review(self) -> Dict[str, Any]:
|
|
"""Conduct a comprehensive governance review across all frameworks."""
|
|
if self.verbose:
|
|
CORPORATE_LOGGER.info("Conducting comprehensive governance review")
|
|
|
|
# Calculate ESG score
|
|
esg_score = self.calculate_esg_score()
|
|
|
|
# Conduct risk assessment
|
|
risk_assessments = self.conduct_risk_assessment("comprehensive")
|
|
|
|
# Manage stakeholder engagement
|
|
stakeholder_engagements = self.manage_stakeholder_engagement("all")
|
|
|
|
# Establish compliance framework
|
|
compliance_frameworks = self.establish_compliance_framework("comprehensive")
|
|
|
|
# Evaluate board performance
|
|
board_performance = self.evaluate_board_performance()
|
|
|
|
# Get corporate status
|
|
corporate_status = self.get_corporate_status()
|
|
|
|
return {
|
|
"review_timestamp": time.time(),
|
|
"esg_analysis": {
|
|
"overall_score": esg_score.overall_score,
|
|
"environmental_score": esg_score.environmental_score,
|
|
"social_score": esg_score.social_score,
|
|
"governance_score": esg_score.governance_score,
|
|
"carbon_footprint": esg_score.carbon_footprint,
|
|
"diversity_index": esg_score.diversity_index,
|
|
"stakeholder_satisfaction": esg_score.stakeholder_satisfaction
|
|
},
|
|
"risk_analysis": {
|
|
"total_risks": len(risk_assessments),
|
|
"high_risk_categories": [cat for cat, risk in risk_assessments.items() if risk.risk_level == "high"],
|
|
"average_risk_score": sum(risk.risk_score for risk in risk_assessments.values()) / len(risk_assessments) if risk_assessments else 0
|
|
},
|
|
"stakeholder_analysis": {
|
|
"total_stakeholders": len(stakeholder_engagements),
|
|
"average_satisfaction": sum(eng.satisfaction_score for eng in stakeholder_engagements.values()) / len(stakeholder_engagements) if stakeholder_engagements else 0,
|
|
"stakeholder_types": list(stakeholder_engagements.keys())
|
|
},
|
|
"compliance_analysis": {
|
|
"total_frameworks": len(compliance_frameworks),
|
|
"compliance_rate": len([f for f in compliance_frameworks.values() if f.compliance_status == "compliant"]) / len(compliance_frameworks) * 100 if compliance_frameworks else 0,
|
|
"regulation_types": list(set(f.regulation_type for f in compliance_frameworks.values()))
|
|
},
|
|
"board_performance": board_performance,
|
|
"corporate_status": corporate_status,
|
|
"governance_recommendations": self._generate_governance_recommendations(esg_score, risk_assessments, stakeholder_engagements, compliance_frameworks)
|
|
}
|
|
|
|
def _generate_governance_recommendations(
|
|
self,
|
|
esg_score: ESGScore,
|
|
risk_assessments: Dict[str, RiskAssessment],
|
|
stakeholder_engagements: Dict[str, StakeholderEngagement],
|
|
compliance_frameworks: Dict[str, ComplianceFramework]
|
|
) -> List[str]:
|
|
"""Generate governance recommendations based on analysis."""
|
|
recommendations = []
|
|
|
|
# ESG recommendations
|
|
if esg_score.overall_score < 70:
|
|
recommendations.append("Improve overall ESG performance through enhanced sustainability initiatives")
|
|
if esg_score.environmental_score < 70:
|
|
recommendations.append("Implement stronger environmental sustainability programs")
|
|
if esg_score.social_score < 70:
|
|
recommendations.append("Enhance social responsibility and stakeholder engagement")
|
|
if esg_score.governance_score < 70:
|
|
recommendations.append("Strengthen corporate governance practices and board oversight")
|
|
|
|
# Risk recommendations
|
|
high_risks = [risk for risk in risk_assessments.values() if risk.risk_level == "high"]
|
|
if high_risks:
|
|
recommendations.append(f"Address {len(high_risks)} high-risk areas with immediate mitigation strategies")
|
|
|
|
# Stakeholder recommendations
|
|
low_satisfaction_stakeholders = [eng for eng in stakeholder_engagements.values() if eng.satisfaction_score < 70]
|
|
if low_satisfaction_stakeholders:
|
|
recommendations.append("Improve stakeholder satisfaction through enhanced engagement programs")
|
|
|
|
# Compliance recommendations
|
|
non_compliant = [f for f in compliance_frameworks.values() if f.compliance_status == "non_compliant"]
|
|
if non_compliant:
|
|
recommendations.append(f"Address {len(non_compliant)} non-compliant regulatory frameworks")
|
|
|
|
if not recommendations:
|
|
recommendations.append("Maintain current governance excellence and continue monitoring")
|
|
|
|
return recommendations
|
|
|
|
|
|
class CostTracker:
|
|
"""Simple cost tracking for budget management."""
|
|
|
|
def __init__(self, budget_limit: float = 200.0):
|
|
self.budget_limit = budget_limit
|
|
self.current_cost = 0.0
|
|
|
|
def check_budget(self) -> bool:
|
|
"""Check if we're within budget."""
|
|
return self.current_cost < self.budget_limit
|
|
|
|
def add_cost(self, cost: float) -> None:
|
|
"""Add cost to current total."""
|
|
self.current_cost += cost
|
|
|
|
def get_remaining_budget(self) -> float:
|
|
"""Get remaining budget."""
|
|
return max(0, self.budget_limit - self.current_cost)
|