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| 1 | +# PlannerExecutorAgent: Deferred Features |
| 2 | + |
| 3 | +**Date:** 2026-04-13 |
| 4 | +**Status:** Documentation for post-MVP implementation |
| 5 | + |
| 6 | +## Overview |
| 7 | + |
| 8 | +This document outlines features from the Python `PlannerExecutorAgent` that were deferred from the TypeScript MVP port. These features add reliability and flexibility but are not required for basic browser automation tasks. |
| 9 | + |
| 10 | +## MVP Implementation Summary |
| 11 | + |
| 12 | +The TypeScript MVP includes: |
| 13 | + |
| 14 | +1. **Core Agent (~600 lines)** |
| 15 | + - Stepwise (ReAct-style) planning loop |
| 16 | + - Action parsing (CLICK, TYPE, SCROLL, PRESS, DONE) |
| 17 | + - Compact context formatting for small models |
| 18 | + - Token usage tracking by role and model |
| 19 | + |
| 20 | +2. **Reliability Features (~200 lines)** |
| 21 | + - Snapshot escalation (progressive limit increase) |
| 22 | + - Pre-action authorization hook (for sidecar policy) |
| 23 | + - Basic error handling and retry |
| 24 | + |
| 25 | +3. **Configuration (~250 lines)** |
| 26 | + - `PlannerExecutorConfig` with presets |
| 27 | + - `SnapshotEscalationConfig`, `RetryConfig`, `StepwisePlanningConfig` |
| 28 | + - Factory helpers for provider creation |
| 29 | + |
| 30 | +## Deferred Features |
| 31 | + |
| 32 | +### 1. Modal/Overlay Dismissal |
| 33 | + |
| 34 | +**Python Reference:** `ModalDismissalConfig`, `_attempt_modal_dismissal()` |
| 35 | + |
| 36 | +**Description:** Automatically dismiss blocking overlays after DOM changes: |
| 37 | + |
| 38 | +- Product protection/warranty upsells |
| 39 | +- Cookie consent banners |
| 40 | +- Newsletter signup popups |
| 41 | +- Promotional overlays |
| 42 | +- Cart upsell drawers |
| 43 | + |
| 44 | +**Implementation Effort:** ~150 lines |
| 45 | + |
| 46 | +**Config Interface:** |
| 47 | + |
| 48 | +```typescript |
| 49 | +interface ModalDismissalConfig { |
| 50 | + enabled: boolean; |
| 51 | + dismissPatterns: string[]; // e.g., ['close', 'no thanks', 'skip'] |
| 52 | + dismissIcons: string[]; // e.g., ['×', '✕', 'x'] |
| 53 | + roleFilter: string[]; // e.g., ['button', 'link'] |
| 54 | + maxAttempts: number; |
| 55 | + minNewElements: number; // Minimum DOM changes to trigger |
| 56 | +} |
| 57 | +``` |
| 58 | + |
| 59 | +**Key Logic:** |
| 60 | + |
| 61 | +- Detect DOM changes after CLICK actions |
| 62 | +- Find buttons matching dismissal patterns (word-boundary matching) |
| 63 | +- Click dismissal button and verify modal closed |
| 64 | +- Skip if checkout-related buttons are present |
| 65 | + |
| 66 | +--- |
| 67 | + |
| 68 | +### 2. Captcha Handling |
| 69 | + |
| 70 | +**Python Reference:** `CaptchaConfig`, `_detect_captcha()`, `_handle_captcha()` |
| 71 | + |
| 72 | +**Description:** Detect and handle CAPTCHAs during automation: |
| 73 | + |
| 74 | +- Policy options: `abort`, `callback`, `pause` |
| 75 | +- Support for external solving services |
| 76 | +- Detection via element text and patterns |
| 77 | + |
| 78 | +**Implementation Effort:** ~100 lines |
| 79 | + |
| 80 | +**Config Interface:** |
| 81 | + |
| 82 | +```typescript |
| 83 | +interface CaptchaConfig { |
| 84 | + enabled: boolean; |
| 85 | + policy: 'abort' | 'callback' | 'pause'; |
| 86 | + detectionPatterns: string[]; |
| 87 | + solverCallback?: (imageBase64: string) => Promise<string>; |
| 88 | + maxWaitMs: number; |
| 89 | +} |
| 90 | +``` |
| 91 | + |
| 92 | +**Key Logic:** |
| 93 | + |
| 94 | +- Check snapshot elements for CAPTCHA indicators |
| 95 | +- Based on policy: abort task, call external solver, or pause for human |
| 96 | +- Resume automation after CAPTCHA solved |
| 97 | + |
| 98 | +--- |
| 99 | + |
| 100 | +### 3. Vision Fallback |
| 101 | + |
| 102 | +**Python Reference:** `VisionFallbackConfig`, vision_executor, vision_verifier |
| 103 | + |
| 104 | +**Description:** Use vision-capable models when DOM-based automation fails: |
| 105 | + |
| 106 | +- Canvas pages with no accessible elements |
| 107 | +- Low element confidence scores |
| 108 | +- Complex visual layouts |
| 109 | + |
| 110 | +**Implementation Effort:** ~200 lines |
| 111 | + |
| 112 | +**Config Interface:** |
| 113 | + |
| 114 | +```typescript |
| 115 | +interface VisionFallbackConfig { |
| 116 | + enabled: boolean; |
| 117 | + maxVisionCalls: number; |
| 118 | + triggerRequiresVision: boolean; |
| 119 | + triggerCanvasOrLowActionables: boolean; |
| 120 | + canvasDetectionThreshold: number; |
| 121 | + lowActionablesThreshold: number; |
| 122 | +} |
| 123 | +``` |
| 124 | + |
| 125 | +**Key Logic:** |
| 126 | + |
| 127 | +- Detect snapshot failures (low elements, canvas pages) |
| 128 | +- Switch to vision executor with screenshot input |
| 129 | +- Use vision verifier for state verification |
| 130 | +- Fall back gracefully to DOM mode when possible |
| 131 | + |
| 132 | +--- |
| 133 | + |
| 134 | +### 4. Intent Heuristics |
| 135 | + |
| 136 | +**Python Reference:** `IntentHeuristics` protocol, `_try_intent_heuristics()` |
| 137 | + |
| 138 | +**Description:** Pluggable domain-specific element selection without LLM: |
| 139 | + |
| 140 | +- E-commerce: "Add to Cart", "Checkout" buttons |
| 141 | +- Authentication: login forms, password fields |
| 142 | +- Search: search boxes, result links |
| 143 | + |
| 144 | +**Implementation Effort:** ~100 lines |
| 145 | + |
| 146 | +**Interface:** |
| 147 | + |
| 148 | +```typescript |
| 149 | +interface IntentHeuristics { |
| 150 | + findElementForIntent( |
| 151 | + intent: string, |
| 152 | + elements: SnapshotElement[], |
| 153 | + url: string, |
| 154 | + goal: string |
| 155 | + ): number | null; |
| 156 | + |
| 157 | + priorityOrder(): string[]; |
| 158 | +} |
| 159 | + |
| 160 | +// Example implementation |
| 161 | +class EcommerceHeuristics implements IntentHeuristics { |
| 162 | + findElementForIntent(intent, elements, url, goal) { |
| 163 | + if (intent.toLowerCase().includes('add to cart')) { |
| 164 | + const btn = elements.find(el => el.text?.toLowerCase().includes('add to cart')); |
| 165 | + return btn?.id ?? null; |
| 166 | + } |
| 167 | + return null; // Fall back to LLM |
| 168 | + } |
| 169 | + |
| 170 | + priorityOrder() { |
| 171 | + return ['add_to_cart', 'checkout', 'search']; |
| 172 | + } |
| 173 | +} |
| 174 | +``` |
| 175 | + |
| 176 | +**Key Logic:** |
| 177 | + |
| 178 | +- Check heuristics before calling executor LLM |
| 179 | +- Reduces token usage for common patterns |
| 180 | +- Improves reliability for known sites |
| 181 | + |
| 182 | +--- |
| 183 | + |
| 184 | +### 5. Recovery Navigation |
| 185 | + |
| 186 | +**Python Reference:** `RecoveryNavigationConfig`, `_last_known_good_url` |
| 187 | + |
| 188 | +**Description:** Track and recover from off-track navigation: |
| 189 | + |
| 190 | +- Remember last URL where verification passed |
| 191 | +- Navigate back when subsequent steps fail |
| 192 | +- Detect when agent is lost |
| 193 | + |
| 194 | +**Implementation Effort:** ~80 lines |
| 195 | + |
| 196 | +**Config Interface:** |
| 197 | + |
| 198 | +```typescript |
| 199 | +interface RecoveryNavigationConfig { |
| 200 | + enabled: boolean; |
| 201 | + maxRecoveryAttempts: number; |
| 202 | + trackSuccessfulUrls: boolean; |
| 203 | +} |
| 204 | +``` |
| 205 | + |
| 206 | +**Key Logic:** |
| 207 | + |
| 208 | +- Store URL after successful verification |
| 209 | +- On repeated failures, navigate back to last good URL |
| 210 | +- Replan from recovered state |
| 211 | + |
| 212 | +--- |
| 213 | + |
| 214 | +### 6. Checkout/Auth Boundary Detection |
| 215 | + |
| 216 | +**Python Reference:** `CheckoutDetectionConfig`, `AuthBoundaryConfig` |
| 217 | + |
| 218 | +**Description:** Detect when agent reaches boundaries that require human intervention: |
| 219 | + |
| 220 | +- Checkout pages requiring payment info |
| 221 | +- Login/signup pages requiring credentials |
| 222 | +- Age verification gates |
| 223 | + |
| 224 | +**Implementation Effort:** ~60 lines |
| 225 | + |
| 226 | +**Config Interface:** |
| 227 | + |
| 228 | +```typescript |
| 229 | +interface CheckoutDetectionConfig { |
| 230 | + enabled: boolean; |
| 231 | + urlPatterns: string[]; // e.g., ['/checkout', '/payment'] |
| 232 | + elementPatterns: string[]; // e.g., ['credit card', 'payment'] |
| 233 | + stopOnDetection: boolean; |
| 234 | +} |
| 235 | + |
| 236 | +interface AuthBoundaryConfig { |
| 237 | + enabled: boolean; |
| 238 | + urlPatterns: string[]; // e.g., ['/login', '/signin'] |
| 239 | + elementPatterns: string[]; // e.g., ['sign in', 'log in'] |
| 240 | + stopOnDetection: boolean; |
| 241 | +} |
| 242 | +``` |
| 243 | + |
| 244 | +--- |
| 245 | + |
| 246 | +### 7. Executor Override |
| 247 | + |
| 248 | +**Python Reference:** `ExecutorOverride` protocol |
| 249 | + |
| 250 | +**Description:** Validate or override executor's element choices before action: |
| 251 | + |
| 252 | +- Safety checks (block delete buttons) |
| 253 | +- Domain-specific corrections |
| 254 | +- Audit logging |
| 255 | + |
| 256 | +**Implementation Effort:** ~50 lines |
| 257 | + |
| 258 | +**Interface:** |
| 259 | + |
| 260 | +```typescript |
| 261 | +interface ExecutorOverride { |
| 262 | + validateChoice( |
| 263 | + elementId: number, |
| 264 | + action: string, |
| 265 | + elements: SnapshotElement[], |
| 266 | + goal: string |
| 267 | + ): { |
| 268 | + valid: boolean; |
| 269 | + overrideElementId?: number; |
| 270 | + rejectionReason?: string; |
| 271 | + }; |
| 272 | +} |
| 273 | +``` |
| 274 | + |
| 275 | +--- |
| 276 | + |
| 277 | +### 8. Upfront Planning Mode |
| 278 | + |
| 279 | +**Python Reference:** `plan()`, `replan()` methods |
| 280 | + |
| 281 | +**Description:** Generate full execution plan upfront (alternative to stepwise): |
| 282 | + |
| 283 | +- Better for known workflows |
| 284 | +- Supports plan patching on failure |
| 285 | +- More efficient for simple tasks |
| 286 | + |
| 287 | +**Implementation Effort:** ~200 lines |
| 288 | + |
| 289 | +**Key Functions:** |
| 290 | + |
| 291 | +- `plan(task, startUrl)` - Generate full plan |
| 292 | +- `replan(task, failedStep, reason)` - Patch plan after failure |
| 293 | +- `run(runtime, task)` - Execute with upfront planning |
| 294 | + |
| 295 | +--- |
| 296 | + |
| 297 | +### 9. Task Category Pruning |
| 298 | + |
| 299 | +**Python Reference:** `PruningTaskCategory`, `prune_with_recovery()` |
| 300 | + |
| 301 | +**Description:** Category-specific element filtering to reduce context size: |
| 302 | + |
| 303 | +- Shopping: prioritize product/cart elements |
| 304 | +- Search: prioritize search box/results |
| 305 | +- Auth: prioritize form fields |
| 306 | + |
| 307 | +**Implementation Effort:** ~150 lines |
| 308 | + |
| 309 | +**Categories:** |
| 310 | + |
| 311 | +- `shopping`, `checkout`, `search`, `auth`, `form_filling`, `extraction`, `navigation` |
| 312 | + |
| 313 | +--- |
| 314 | + |
| 315 | +## Implementation Priority |
| 316 | + |
| 317 | +Recommended order based on impact and complexity: |
| 318 | + |
| 319 | +1. **Intent Heuristics** - High impact, low complexity, reduces token usage |
| 320 | +2. **Modal Dismissal** - Common pain point, medium complexity |
| 321 | +3. **Vision Fallback** - Required for canvas/complex pages |
| 322 | +4. **Captcha Handling** - Needed for production use |
| 323 | +5. **Recovery Navigation** - Improves reliability |
| 324 | +6. **Upfront Planning** - Alternative mode for simple tasks |
| 325 | +7. **Boundary Detection** - Nice to have for graceful stops |
| 326 | +8. **Executor Override** - Nice to have for safety |
| 327 | +9. **Task Category Pruning** - Optimization for large pages |
| 328 | + |
| 329 | +## References |
| 330 | + |
| 331 | +- Python implementation: `sdk-python/predicate/agents/planner_executor_agent.py` |
| 332 | +- Design doc: `docs/sdk-ts-doc/2026-03-28_planner_executor_agent_port.md` |
| 333 | +- Chrome extension feasibility: `docs/sdk-python-doc/2026-04-13_predicate_chrome_extension_agent_feasibility.md` |
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