approval-triage

approval-triage

"8 approvals pending, 5 min each" → "1 batch review, 30 seconds." Agent reads; user decides.

Verbs: raw approval exposes only instances/tasks subgroups — NO +list/+get/+approve/+reject shortcut. Use the atomic lark-approval skill (wraps the API). Workflow below is conceptual flow; call the atomic skill, not raw bash. docs +search (for policy docs) takes --query + --filter JSON, no --type flag; needs search:docs:read scope. Atomic shapes + token flags: connectors/LARK-RECIPES.md.

Workflow

1. Read memory. do-not.md, policies.md (thresholds/categories), team-roster.md (requester level + manager line), delegation-rules.md (exec — financial thresholds).
2. List pending via atomic lark-approval skill: list-pending --assignee me.
3. Per approval, fetch detail (parallel ~5) via atomic skill: get-instance <id> → requester, type, amount, reason, attachments.
4. Cross-check policy. Look up rule in policies.md (or docs +search --query "<policy keyword>" --jq '.data' to find the doc — peek the shape, don't guess nested paths); compare requester pattern + amount vs delegation-rules.md threshold.
5. Recommend per item:
   • ✅ APPROVE — within policy, clean history, valid category, below auto-decide threshold.
   • ⚠️ NEEDS CHECK — 10-20% over threshold, unusual pattern, missing context.
   • ❌ REJECT — clear policy violation, over hard limit, abuse pattern.
6. Format batch report — APPROVE list (batch-approvable) / NEEDS CHECK (concern + link) / REJECT (policy reason) + action checklist.
7. On confirm "approve lô N" — iterate approved batch via atomic skill approve <id> --comment "..." per item. Each triggers pre-mutate.sh → audit log.

Hard rules

1. Never auto-approve without explicit confirm (do-not.md §4).
2. Show rationale for every recommendation.
3. Batch ≤10 per confirm — split if more.
4. Each rationale cites a §N from policies.md (or "policy unclear").
5. Reject comment always includes reason + how to fix.
6. Audit every approve/reject (automatic via hook).
7. Refuse if user lacks approval authority (verify via team-roster.md).

Edge cases

• No policy in memory → "needs check" for all amount-based decisions.
• Approval expired while reviewing → surface + skip.
• Self-approval → refuse (policy violation).
• Threshold > user authority → route to manager (team-roster.md).

Memory

Required: policies.md, team-roster.md. Recommended: delegation-rules.md (exec), incident-log.md.

Cadence

Morning brief: count + top 3 by amount. On-demand: full triage. Friday 16h: reminder if backlog >5.