Why is your view not easily summarized? From what I see, the solution satisfying all of the requirements looks rather simple, without even any need to define causality and the like. I may write it up at some point in the following months, after some running confusions (not crucial to the main point) are resolved.

Basically, all the local decisions come from the same computation that would be performed to set the most general precommitment for all possible states of the world. The expected utility maximization is defined only once, on the global state space, and then the actual actions only retrieve the global solution, given encountered observations. The observations don't change the state space over which the expected utility optimization is defined (and don't change the optimal global solution or preference order on the global solutions), only what the decisions in a given (counterfactual) branch can affect. Since the global precommitment is the only thing that defines the local agents' decisions, the "commitment" part can be dropped, and the agents' actions can just be defined to follow the resulting preference order.

I admit, it'd take some work to write that up understandably, but it doesn't seem to involve difficult technical issues.