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Freigabe durch die Leitung innerhalb von Grenzen (#687)

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- UnitConfig.Approvals: Operationen, Hoechstzahl je Tag, Stunden je Freigabe; nur der
  Mensch setzt sie (OrgAdministration.SetApprovals mit Audit, Teilmengenregel nach oben,
  Senken oben senkt unten mit; Agentenaenderungen/Sonderbudget nie freigebbar)
- LeadApprovals: Vorlage geht an die naechste Leitung, deren Einheit die Operation
  erlaubt; nie eigene Aufrufe, nie eine Leitung mit Fremdinhalt, Tagesdeckel, Frist.
  Entscheidung ueber Escalation approve_call/reject_call, im Audit als lead:<id>
- Der Mensch sieht alles und kann zuerst entscheiden; danach wird die Leitungsaufgabe
  geschlossen. Nach der Frist nur noch der Mensch.
- StagedCalls: Approver, ApproverUntil, ApproverTaskId (Nachruestung)
- WebUI: Hinweis "bei Leitung" in der Freigabestelle, Zaehler ohne diese, Quote je
  Leitung; Karte in der Organisationsansicht; i18n en/de
- Tests: LeadApprovalsTests (13), OrgAdministrationTests (+2)

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
This commit is contained in:
Richard
2026-09-30 20:12:18 +02:00
co-authored by Claude Opus 5.5
parent dafb8241a0
commit f51186269c
27 changed files with 948 additions and 20 deletions
Download Patch File Download Diff File Expand all files Collapse all files
src/ClawdDotNet.Tools.Taskboard/EscalationTool.cs
+34 -3
View File
@@ -31,6 +31,7 @@ public sealed class EscalationTool : IAgentTool
- state_position: answer a request for your position or a statement.
After the deadline a human decides.
- request_budget: a special budget for one large task and its parts (task, amount_usd, reasoning). A human always decides; it does not raise your daily limit.
As a lead whose unit may approve: list_approvals shows the calls waiting for you; approve_call (call) or reject_call (call, reason). Never your own calls; if unsure, leave it to the human.
""";
public JsonElement InputSchema { get; } = JsonDocument.Parse("""
@@ -39,7 +40,7 @@ public sealed class EscalationTool : IAgentTool
"properties": {
"action": {
"type": "string",
"enum": ["find_decisions", "escalate", "list_cases", "decide", "handle", "forward", "open_conflict", "state_position", "request_budget"]
"enum": ["find_decisions", "escalate", "list_cases", "decide", "handle", "forward", "open_conflict", "state_position", "request_budget", "list_approvals", "approve_call", "reject_call"]
},
"amount_usd": { "type": "number", "description": "request_budget: the amount for the task and all its parts, in USD." },
"subject": { "type": "string", "description": "What it is about, in a few words — like a title. escalate, open_conflict, find_decisions." },
@@ -54,7 +55,9 @@ public sealed class EscalationTool : IAgentTool
"note": { "type": "string", "description": "handle: what you did about it." },
"assessment": { "type": "string", "description": "forward: your view, added to the case." },
"with": { "type": "string", "description": "open_conflict: the agent you disagree with." },
"position": { "type": "string", "description": "open_conflict, state_position: your side, with reasons." }
"position": { "type": "string", "description": "open_conflict, state_position: your side, with reasons." },
"call": { "type": "integer", "description": "approve_call, reject_call: the approval number (#…)." },
"reason": { "type": "string", "description": "reject_call: why — the agent must know what to change." }
},
"required": ["action"]
}
@@ -70,6 +73,10 @@ public sealed class EscalationTool : IAgentTool
if (Get(input, "action") == "request_budget")
return await SetUpBudgetAsync(input, context, ct);
// #687: A lead deciding the approvals its unit grants it.
if (Get(input, "action") is "list_approvals" or "approve_call" or "reject_call")
return await ApprovalAsync(input, context, ct);
if (context.Cases is not { } desk)
return ToolResult.Fail("Escalation is not available in this instance.");
@@ -138,7 +145,7 @@ public sealed class EscalationTool : IAgentTool
break;
default:
return ToolResult.Fail("'action' must be one of find_decisions, escalate, list_cases, decide, handle, forward, open_conflict, state_position, request_budget.");
return ToolResult.Fail("'action' must be one of find_decisions, escalate, list_cases, decide, handle, forward, open_conflict, state_position, request_budget, list_approvals, approve_call, reject_call.");
}
return outcome.Ok ? ToolResult.Ok(outcome.Message) : ToolResult.Fail(outcome.Message);
@@ -196,6 +203,30 @@ public sealed class EscalationTool : IAgentTool
"Runs in that task tree draw on it, not on your daily budget; once it is used up, they count against the day again.");
}
private static async Task<ToolResult> ApprovalAsync(JsonElement input, AgentToolContext context, CancellationToken ct)
{
if (context.Approvals is not { } approvals)
return ToolResult.Fail("Approvals by leads are not available in this instance.");
var action = Get(input, "action");
if (action == "list_approvals")
{
var waiting = await approvals.PendingForAsync(context.AgentId, ct);
if (waiting.Count == 0)
return ToolResult.Ok("No approval waits for you.");
var sb = new StringBuilder($"{waiting.Count} approval(s) wait for you:\n");
foreach (var c in waiting)
sb.AppendLine($"- #{c.Id} {c.Tool}{(string.IsNullOrWhiteSpace(c.Action) ? "" : "." + c.Action)} from {c.AgentId}, " +
$"until {c.ApproverUntil:yyyy-MM-dd HH:mm} UTC — task {c.ApproverTaskId}");
return ToolResult.Ok(sb.ToString().TrimEnd());
}
if (!input.TryGetProperty("call", out var n) || !n.TryGetInt64(out var callId))
return ToolResult.Fail("'call' is required — the approval number.");
var decided = await approvals.DecideAsync(callId, context.AgentId, context.Trust, action == "approve_call", Get(input, "reason") ?? "", ct);
return decided.Ok ? ToolResult.Ok(decided.Message) : ToolResult.Fail(decided.Message);
}
private static string Describe(Decision d)
=> CaseDesk.DecisionLine(d) + (string.IsNullOrWhiteSpace(d.Reasoning) ? "" : $"\n Reasoning: {d.Reasoning}");