Four eyes above a threshold

The cost center’s responsible person approves every incoming invoice first. Above a gross total of €5,000, the management approves it a second time, and a different person must do so. The script points this out already on the first approval.

The workflow

The workflow starts for every document of the type incoming-invoice. Its file workflow.yaml:

$schema: 'https://docs.acriva.de/schemas/workflow.schema.json'
format: 1
schemaVersion: 4
sdk: '1.0.0'
key: four-eyes-threshold
name: Vier Augen ab Schwellenwert
template: custom
trigger:
  documentType: incoming-invoice
fields: []
start: announce
steps:
  - kind: script
    name: announce
    label: Zweite Freigabe ankündigen
    script: announce.ts
    hook: beforeApproval
    inputs:
      - kind: field
        key: totalGross
        type: money
    returns: []
    exits: []
    next: firstApproval
  - kind: humanTask
    name: firstApproval
    label: Freigabe Kostenstelle
    taskKind: approve
    assignees:
      - when: null
        assignee:
          kind: costCenterResponsible
    fallback:
      kind: role
      role: Buchhaltung
    options:
      excludeRequester: true
      excludeActorsOfSteps: []
      pickFile: false
    next: overThreshold
    onRejected: rejected
  - kind: condition
    name: overThreshold
    label: Über 5.000 €?
    branches:
      - when:
          kind: compare
          field: totalGross
          operator: greaterThan
          constants:
            - '5000'
        next: secondApproval
    default: approved
  - kind: humanTask
    name: secondApproval
    label: Zweite Freigabe Geschäftsführung
    taskKind: approve
    assignees:
      - when: null
        assignee:
          kind: role
          role: Geschäftsführung
    fallback:
      kind: role
      role: owner
    options:
      excludeRequester: true
      excludeActorsOfSteps:
        - firstApproval
      pickFile: false
    next: approved
    onRejected: rejected
  - kind: end
    name: approved
    label: Freigegeben
    outcome: approved
  - kind: end
    name: rejected
    label: Zurückgewiesen
    outcome: rejected

The script announce.ts

Hook: beforeApproval · Inputs: totalGross · Return values: none

import { defineScript, money } from '@acriva/workflow-sdk';

/** Above this gross amount a second approval follows; the workflow's condition step "Über 5.000 €?" uses the same value. */
const THRESHOLD = 5000;

export default defineScript({
  hook: 'beforeApproval',
  run(ctx) {
    const amount = ctx.document.fields.totalGross;
    if (amount == null || amount <= THRESHOLD) return;
    // Before an approval a script only reads; its one effect is a hint on the approval's task.
    ctx.hint(
      `Über ${money.format(THRESHOLD)}: Nach Ihrer Freigabe gibt die Geschäftsführung die Rechnung ein zweites Mal frei.`,
    );
  },
});

What it does

A test runs each of these cases in the sandbox and compares the result.

An invoice without a gross total

• Input: totalGross null
• Exit: the default next step
• Changes: none

An invoice over €5,000

• Input: totalGross 12480
• Exit: the default next step
• Changes: hint on the next task: “Über 5.000,00 €: Nach Ihrer Freigabe gibt die Geschäftsführung die Rechnung ein zweites Mal frei.”

An invoice of exactly €5,000

• Input: totalGross 5000
• Exit: the default next step
• Changes: none