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docs(ai): document Actor attribution + AI Workbench pilot
- COMPANION_BRAIN_ARCHITECTURE §20: Actor model, policy layer, pendingProposals lifecycle, ghost-UI pilot, roadmap, open follow-ups, manual test snippet - DATA_LAYER_AUDIT §9: new Actor columns on records (`__lastActor`, `__fieldActors`), `pendingProposals` table, write-path diagrams for user / AI / approval, open mana-sync Go + Postgres work - apps/mana/CLAUDE.md: short AI Workbench section with pointers + Dexie hook now lists actor stamping Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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@ -70,7 +70,8 @@ table.add(encryptedRecord) ← Dexie write
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Dexie hooks (database.ts):
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- stamp userId
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- stamp __fieldTimestamps per field
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- record into _pendingChanges (tagged with appId)
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- stamp __lastActor + __fieldActors (user / ai / system — see AI Workbench)
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- record into _pendingChanges (tagged with appId + actor)
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- record into _activity
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│
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▼
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@ -166,11 +167,22 @@ pnpm test:e2e # Playwright
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Svelte 5 runes are mandatory — no legacy `let count = 0; $: doubled = count * 2`. Always `$state`, `$derived`, `$effect`. See [`.claude/guidelines/sveltekit-web.md`](../../.claude/guidelines/sveltekit-web.md).
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## AI Workbench (in progress)
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The companion is being rebuilt into a **second actor** that works alongside the human in every module. Foundation shipped 2026-04-14:
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- **Actor attribution** — every event, record, and sync row carries `{ kind: 'user' | 'ai' | 'system' }`. Code: `src/lib/data/events/actor.ts`.
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- **AI policy** — per-tool `auto | propose | deny`. AI-attributed tool calls default to `propose`, which stages an intent in `pendingProposals` instead of writing. Code: `src/lib/data/ai/policy.ts`.
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- **Proposal inbox** — drop `<AiProposalInbox module="todo" />` into any module page to render pending proposals inline as ghost cards with approve/reject. Wired in `/todo` as pilot.
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Full architecture + roadmap (Missions, Runner, Workbench lens, server-side runner): [`docs/architecture/COMPANION_BRAIN_ARCHITECTURE.md` §20](../../docs/architecture/COMPANION_BRAIN_ARCHITECTURE.md).
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## Reference Documents
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| Path | Purpose |
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|------|---------|
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| [`apps/web/src/lib/data/DATA_LAYER_AUDIT.md`](apps/web/src/lib/data/DATA_LAYER_AUDIT.md) | Data-layer + sync deep dive, encryption rollout, threat model, backlog |
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| [`apps/web/src/lib/data/DATA_LAYER_AUDIT.md`](apps/web/src/lib/data/DATA_LAYER_AUDIT.md) | Data-layer + sync deep dive, encryption rollout, threat model, Actor attribution, backlog |
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| [`docs/architecture/COMPANION_BRAIN_ARCHITECTURE.md`](../../docs/architecture/COMPANION_BRAIN_ARCHITECTURE.md) | Companion brain + AI Workbench (Actor, Policy, Proposals, Missions roadmap) |
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| `apps/docs/src/content/docs/architecture/security.mdx` | User-facing security walkthrough |
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| `apps/docs/src/content/docs/architecture/authentication.mdx` | Auth flow + JWT structure |
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| [Root `CLAUDE.md`](../../CLAUDE.md) | Monorepo overview, services, dev commands, env vars |
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@ -590,3 +590,52 @@ Zero-Knowledge-User: bis zum MK-Transfer-Pfad (M5) können sie sich selbst resto
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- **Signatur**: Ed25519 über `manifest.json` gegen Tampering — heute nur sha256 über events.jsonl
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- **Resumable Download**: Multi-GB-Accounts werden irgendwann fraglich im Browser
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- **`_appliedEventIds` Dedup-Tabelle**: Performance-Optimierung für Re-Import (heute macht LWW den Dedup, aber wir verarbeiten trotzdem jedes Event)
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## 9. Actor-Attribution & AI-Workbench (ab 2026-04-14)
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Jeder Write — User, AI, Subsystem — trägt ab jetzt einen expliziten `Actor`. Die Data-Schicht ist Source of Truth: ambient Context (`runAs`) ist nur Ergonomie-Schicht an definierten Boundaries, Primitive frieren den Actor synchron ein.
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### Schreib-Pfade
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```
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User-UI → tool.execute() → DB-Write
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hook stamps actor from getCurrentActor() → { kind: 'user' }
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__lastActor, __fieldActors, Event.meta.actor, _pendingChanges.actor ← alle tragen actor
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AI-Orchestrator → executeTool(name, params, aiActor)
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→ policy.resolvePolicy() === 'propose'
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→ createProposal(...) [staged in pendingProposals, NICHT geschrieben]
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User approved Proposal → approveProposal(id)
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→ runAsAsync(aiActor, () => executeToolRaw(...))
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→ wie User-Pfad, aber alle Stempel = { kind: 'ai', missionId, ... }
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```
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### Neu im Record-Schema
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| Feld | Typ | Zweck |
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| --------------- | ---------------------- | -------------------------------------------------------------------- |
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| `__lastActor` | `Actor` | Wer hat den Record zuletzt als Ganzes geschrieben (Workbench-Badges) |
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| `__fieldActors` | `Record<field, Actor>` | Parallel zu `__fieldTimestamps`, fuer feldweise Diffs |
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Beide werden vom Dexie-Hook gestempelt. `isInternalKey` strippt sie aus dem Sync-Payload — sie sind rein lokales Bookkeeping.
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### Neue Tabellen
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| Tabelle | Sync? | Inhalt |
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| ------------------ | ------------ | ----------------------------------- |
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| `pendingProposals` | Nein (lokal) | Staged AI-Intents awaiting approval |
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Proposals syncen **nicht** — der approved Write läuft normal durch den Modulpfad und syncet mit AI-Actor attribuiert. Indexe: `id, status, createdAt, missionId, [status+createdAt]`.
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### Policy
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`apps/mana/apps/web/src/lib/data/ai/policy.ts` — per-Tool `auto | propose | deny`. User/System Actors umgehen die Policy. Default konservativ: alles Mutierende → `propose`.
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### Offene Server-Seite
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`_pendingChanges.actor` landet im mana-sync Payload. Der Go-Server muss das Feld annehmen und in Postgres persistieren — separater Migration-Step. Bis dahin verwirft mana-sync das Feld stillschweigend (unknown fields werden ignoriert), cross-device Attribution fehlt.
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### Deep-Dive
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Architektur-Doku mit Roadmap + manuellen Tests: [`docs/architecture/COMPANION_BRAIN_ARCHITECTURE.md` §20](../../../../../../docs/architecture/COMPANION_BRAIN_ARCHITECTURE.md).
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@ -1673,5 +1673,116 @@ Alle Companion-Daten liegen in IndexedDB (`mana` Database):
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| `ritualLogs` | Completion-Logs |
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| `_memory` | Extrahierte Muster (nach extractAllPatterns) |
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| `_nudgeOutcomes` | Nudge-Reaktionen |
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| `pendingProposals` | Staged AI-Intents (siehe §20) |
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Oeffne: DevTools → Application → IndexedDB → mana → [Tabelle]
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---
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## 20. AI Workbench (ab 2026-04-14)
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Der Companion wird schrittweise vom **Chatbot-mit-Tools** zum **zweiten Akteur im System**:
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er arbeitet parallel zum Menschen in den bestehenden Modulen, User sieht jede Aenderung
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inline und approved / reverted wo noetig. Fundament laeuft; Missions + Runner folgen.
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### 20.1 Actor-Modell
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Jeder Write im System traegt ab jetzt einen expliziten Actor. Source of Truth ist die
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Data-Schicht (Events + Records + Sync-Payload), nicht ambient Kontext.
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```ts
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type Actor =
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| { kind: 'user' }
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| { kind: 'ai'; missionId; iterationId; rationale }
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| { kind: 'system'; source: 'projection' | 'rule' | 'migration' };
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```
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- **Events**: `EventMeta.actor: Actor` (required — kein Legacy-Fallback)
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- **Records**: Dexie-Hooks stempeln `__lastActor` + feldweise `__fieldActors`
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(parallel zu `__fieldTimestamps`)
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- **Sync-Payload**: `_pendingChanges.actor` geht an mana-sync (Go/Postgres-Migration offen)
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- **Ambient-Hilfe**: `runAs(actor, fn)` an definierten Boundaries — Primitive frieren
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den Actor synchron ein, bevor er ueber `setTimeout` / `queueMicrotask` verloren geht
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Code: `apps/mana/apps/web/src/lib/data/events/actor.ts`
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### 20.2 Policy-Layer
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AI-Writes werden nicht automatisch ausgefuehrt. Per-Tool-Policy entscheidet:
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| Decision | Bedeutung |
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|----------|-----------|
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| `auto` | Direkt ausfuehren, Actor in Events + Records stempeln |
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| `propose`| Als Proposal in `pendingProposals` stagen, User approved inline |
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| `deny` | Refuse — Tool niemals fuer AI zugaenglich |
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Default (`DEFAULT_AI_POLICY`): lesendes / append-only self-state → `auto`, alles Mutierende
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→ `propose`. User / System Actors umgehen die Policy.
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Code: `apps/mana/apps/web/src/lib/data/ai/policy.ts`
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### 20.3 Proposals
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```ts
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interface Proposal {
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id, createdAt, expiresAt?, status: 'pending' | 'approved' | 'rejected' | 'expired';
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actor: { kind: 'ai', missionId, iterationId, rationale };
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missionId?, iterationId?; // fuer Workbench-Queries indiziert
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intent: { kind: 'toolCall', toolName, params };
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decidedAt?, decidedBy?, userFeedback?;
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}
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```
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Proposals sind **lokal only** — sie syncen nicht. Der approved Write syncet
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normal durch den Modulpfad, mit dem AI-Actor attribuiert.
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Approval-Flow: `approveProposal(id)` laeuft das gespeicherte Intent unter
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`runAsAsync(aiActor, () => executeToolRaw(...))`. `executeToolRaw` umgeht
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die Policy — sonst wuerde sie das Intent sofort wieder in ein Proposal
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zurueckwerfen.
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Code: `apps/mana/apps/web/src/lib/data/ai/proposals/`
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### 20.4 Ghost-UI in Pilot-Modul (todo)
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`<AiProposalInbox module="todo" />` ist die **opt-in Komponente**: pro Modulseite
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ein Einzeiler. Rendert pending Proposals als dashed Ghost-Karten ueber dem echten
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Content — zero UI wenn keine anstehen. Approve / Reject inline. Filter ueber
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Tool-Registry: Proposal fuer `create_task` landet auf `/todo`, `create_event` auf
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`/calendar`, etc.
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Code:
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- `apps/mana/apps/web/src/lib/components/ai/AiProposalInbox.svelte`
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- `apps/mana/apps/web/src/lib/data/ai/proposals/queries.ts`
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### 20.5 Roadmap
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- [x] Schritt 1 — Actor-Attribution (Events + Records + Sync-Payload)
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- [x] Schritt 2 — Policy-Config + `pendingProposals` + Propose-Path im Executor
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- [x] Schritt 3 — Ghost-UI im Todo-Pilot (`<AiProposalInbox />`)
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- [ ] Schritt 4 — Missions-Datenmodell + Planner-LLM-Task
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- [ ] Schritt 5 — In-App MissionRunner (Foreground)
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- [ ] Schritt 6 — Workbench-Timeline-Lens (cross-module AI-Aktivitaet)
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- [ ] Schritt 7 — Server-side `mana-ai` / `mana-companion` Bun-Service
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### 20.6 Offene Follow-ups
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- **mana-sync (Go) + Postgres-Migration** fuer `actor`-Feld im pendingChange-Payload
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- **System-Actor** in Projections + Rule-Engine wrappen (heute im User-Kontext)
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- **Inbox-Rollout** auf weitere Module (Kalender, Notes, …) sobald Tools dort
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in `DEFAULT_AI_POLICY` eingetragen sind
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### 20.7 Manueller Test
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Browser-Console auf `/todo`:
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```js
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const { executeTool } = await import('/src/lib/data/tools/executor');
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await executeTool(
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'create_task',
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{ title: 'Test von der KI' },
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{ kind: 'ai', missionId: 'demo', iterationId: '1', rationale: 'Beispiel-Proposal' }
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);
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```
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Ghost-Karte erscheint sofort ueber der Task-Liste.
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