docs: integrate automatic leader summary routing

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inman committed 2026-09-07 16:20:02 +08:00
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- Administrators always hold all 18 manual business routes. Team leads and ordinary users start with no task grants, require explicit administrator allowlists, and may use normal task APIs only for their own manual tasks.
- A known ungranted route or a non-unique/unresolved route for a non-administrator fails before parsing, plugin dispatch, or ERP execution. Authorization is rechecked for supplemental input, attachments, confirmation, automatic confirmation, and browser claim.
- Team leads may read all manual account work only through the platform-operations dashboard. The dashboard is aggregate-first across task, person, original input, final output, time, task type, and completion state, with business-facing drill-through. Its five summary cards are display-only; the explicit task-result filter defaults to all results. Internal attention or waiting-for-input states remain unchanged in task storage but are presented and filtered as “进行中”; the leadership view exposes no separate “待跟进” category. It is not an audit log and never renders technical payloads, internal identifiers, machine-shaped historical input, or technical failure text; this visibility does not grant cross-user task mutation, artifacts, SSE, global settings, audit administration, or AgentBus access.
- Separately, an administrator may configure one default-off organization-wide task-summary subscription on a team lead's own AgentBus channel. It may include future manual and/or AgentBus tasks assigned to other non-admin employees, but only stable completed, failed, cancelled, uncertain, and uncertain-then-resolved outcomes. The verified target and summary payload are encrypted, history is not backfilled, employee replies retain priority, and the message never includes raw instructions, attachments, customer/traveller data, URLs, or technical errors. This notification grants no task mutation, executable event, confirmation, browser, reconciliation, or ERP authority.
- Separately, every active team lead with an enabled owned AgentBus channel and a usable current-owner route automatically receives an organization-wide task-summary projection for future manual and AgentBus tasks assigned to other non-admin employees. Only stable completed, failed, cancelled, uncertain, and uncertain-then-resolved outcomes qualify. The route and summary payload are encrypted, history is not backfilled, role/channel/routing invalidation cancels unsent rows, employee replies retain priority, and the message never includes raw instructions, attachments, customer/traveller data, URLs, or technical errors. This notification grants no task mutation, executable event, confirmation, browser, reconciliation, or ERP authority.
- Creator and input-turn attribution are durable, business inputs remain encrypted at rest, and denial audit excludes plaintext. Archive/restore is the reversible routine removal path. Explicit force delete is a separate irreversible operation that may physically remove an authorized task in any lifecycle state, retains only a minimal non-content deletion audit marker, and cannot undo ERP effects already written or retract a task summary already accepted by AgentBus/WeChat.
- Each non-admin employee may carry one case-insensitively unique expected ERP account and one AgentBus channel. New manual and AgentBus tasks persist an immutable assignee; only that account may confirm, claim, reconcile, resume, or submit ERP execution results. Administrators manage and inspect but do not execute another assignee's work.
- A browser is execution-ready only when it is the account's sole fresh worker and the active ERP session matches the expected account. Concurrent fresh workers, identity mismatch, unbound channels, and historical unassigned AgentBus tasks fail closed; stale failover waits 90 seconds. Claim locking, active-execution detection, confirmed FIFO, and queue position are scoped to immutable `assigned_user_id`: the same account stays serialized while different accounts execute independently.