feat: company-in-a-box — goal-aware company layer (0.4.0) (#171)

* feat(goals): company charter singleton — data layer (Business Goals slice 1)

First slice of the company-in-a-box "Business Goals" phase: a single CEO-owned
charter row (north star + objectives + constraints + operating policy) that
will be injected into every agent's context_briefing so all work is goal-aware.

- CompanyGoalsTable: singleton table (all-zeros id), JSON objectives /
  constraints / operating_policy, updated_at / updated_by.
- migration 032: create + seed the singleton row (offline-renderable; column
  server-defaults fill an INSERT of just the id).
- CompanyGoalsService: get() (empty defaults when unset) + upsert() (singleton,
  partial update, caller commits).
- tests: empty defaults, roundtrip, singleton + partial-update preservation.

Next slices (mapped, not yet built): briefing injection (BriefingInputs +
build_context_briefing + EvidenceRepo), API route (GET any / PUT CEO-only),
panel /goals page, and base/Board/PM prompt mentions.

* feat(goals): inject the company charter into every agent briefing (slice 2)

The charter is now goal-aware context for every agent:
- BriefingInputs gains company_goals; build_context_briefing surfaces it.
- EvidenceRepo.company_goals(): single-row lookup returning a COMPACT charter
  (north star + objectives + constraints + operating policy; audit columns
  dropped, lists capped) or None when unset, so an empty charter never bloats
  the per-verb briefing.
- _briefing_for wires it into every context_briefing.

Tests: briefing surfaces company_goals (defaults None); repo returns None for an
absent/empty charter and the compact dict when set.

* feat(goals): company charter API — GET any agent, PUT CEO-only (slice 3)

- routes/company_goals.py: GET returns the charter (any authenticated agent —
  it drives every briefing); PUT is CEO-only (403 otherwise), partial update via
  model_dump(exclude_unset=True), explicit commit.
- schemas/company_goals.py: response + partial-update models.
- registered at /api/company-goals.
- tests: GET open to any role, CEO update persists + is readable, non-CEO 403.

* feat(goals): make the company charter actionable in agent prompts (slice 5)

Agents already receive company_goals in the briefing (slice 2); now tell them to
act on it:
- base.md: universal "Align with the company charter" section — favour work and
  trade-offs that advance the objectives, honour the constraints, flag conflicts;
  never a license to leave your role.
- board / main_pm / cell_pm: role-specific lines tying triage / cell-routing /
  subtask decomposition to the charter.

Prompts are composed at spawn from base.md + roles/*.md directly (compose_prompt),
so no _generated regeneration is needed.

* feat(goals): company charter panel page (slice 4)

CEO-facing editor for the charter at /company-goals:
- lib/api/company-goals.ts: get / update (PUT) client.
- company-goals-card.tsx: edit north star + constraints (one per line) +
  objectives / operating_policy (JSON, parsed + validated with toast errors);
  display derives from server state (no set-state-in-effect).
- (dashboard)/company-goals/page.tsx + a "Company Goals" sidebar nav link.

tsc --noEmit + eslint clean. Completes Phase 1 (Business Goals): data, briefing
injection, API, prompts, panel.

* fix(test): make test_app route assertions robust to FastAPI 0.137 _IncludedRouter

FastAPI 0.137 stopped flattening include_router into app.routes — each include is
now an _IncludedRouter (a BaseRoute with no .path), so `{r.path for r in
app.routes}` raised AttributeError and the two router-registration tests failed
(the bump arrived via the claude-agent-sdk update in uv.lock). Add
_registered_paths(): OpenAPI schema paths (the stable public contract) plus each
included router's prefix, which also covers the websocket /ws mount (never in the
schema). Drops the now-incorrect type: ignore[attr-defined].

* feat(research): pluggable web search/fetch for Board + PM agents

Add a provider-agnostic web-research capability so the Board and PMs can
ground decisions in current external evidence the knowledge base can't
answer.

- ResearchService selects a provider adapter from config: Tavily, Brave,
  and Exa adapters plus a NullProvider that degrades gracefully when no
  key is set. Result count and fetched-content size are clamped to caps.
- /api/research/search and /api/research/fetch: role-gated to Board + PMs
  (and the CEO), with a per-agent/day Redis quota that fails open.
- roboco-search MCP server (web_search / web_fetch) calls those routes;
  the provider key stays server-side and agent containers never egress.
  Mounted per role by the orchestrator, behind a master switch.
- Charter-aware prompt guidance for Board, Main PM, and Cell PM.

Additive: with no key configured it is a no-op and the existing delivery
lifecycle is unchanged.

* feat(pitch): Board pitch -> CEO approve -> auto-provision repos

Add an additive origination path so a product can be proposed, approved,
and stood up without manual repo/Project setup.

- Pitch entity + migration (pitches table); PitchService create/list/
  reject/approve.
- GitHubProvisioningService: the one place that creates repos (POST
  /orgs/{org}/repos). Server-side token/org; when unconfigured the whole
  approve path is inert and nothing is created.
- On approval: provision one repo per target cell, register a Project per
  repo, create a Product when multi-cell, and seed one Main-PM delivery
  task — all reusing the existing Product / coordination-task machinery.
- /api/pitches: Board authors (PO/HoM), CEO approves/rejects, Board+PM+CEO
  view. Errors mapped via a single translator.

Additive: the delivery lifecycle is untouched; with no provisioning token
the capability is a no-op. Agent-facing pitch tool + panel are follow-ups.

* feat(strategy): dormant autonomous strategy engine (engine 2)

Add a second, optional engine that watches the company against its
standing goals and surfaces what needs the CEO — without touching the
delivery lifecycle (engine 1).

- StrategyEngine.assess() reports observations: the company is idle while
  goals stand, and tasks stranded in 'blocked' past a threshold.
- run_cycle() notifies the CEO (notify-only; it never spends, builds, or
  auto-approves — originating work stays a CEO decision).
- Orchestrator runs it on its own interval, started/stopped with the other
  background loops; the loop returns immediately unless enabled.

DORMANT by default (strategy_engine_enabled=False): the loop never runs and
a standard deployment is unchanged. Auto-origination is a further opt-in.

* docs(changelog): record Business Goals, Web Research, Pitch->Provision, and the dormant strategy engine under Unreleased

* feat(secretary): wire the Secretary role end-to-end (foundation)

Add SECRETARY as a distinct role — the CEO's conversational chief-of-staff,
governed separately from the Prompter (which stays read-only/human-only).
This is the role foundation only; authority, the live agent, and the panel
land in following commits.

- foundation/identity: Role.SECRETARY (board level), seeded secretary-1 agent,
  role-level mapping.
- journaling read tier (ALL — it advises the CEO), role_config entry,
  per-role model (opus), prompt-layer mapping + roles/secretary.md.
- i_am_idle gains SECRETARY so the role has a verb surface.
- migration 034: add 'secretary' to the agentrole enum (mirrors 025).
- Role-registry tests updated for the new role.

Inert by itself (nothing spawns it yet); additive — existing roles unchanged.

* feat(secretary): directives + gate-list authority (backend)

The Secretary acts only under CEO command. Low-risk directives (relay a
dictated message) execute immediately; high-impact ones — charter edits,
task start/cancel/override, pitch approval, announcements — are recorded
pending and run only after the CEO confirms (the gate list).

- secretary_directives table (migration 035) as the command audit + queue.
- SecretaryService: read company state; submit (direct->run, gated->queue +
  notify CEO); confirm/reject; execution runs with the CEO as actor through
  the existing services (the Secretary never holds CEO authority itself).
- /api/secretary: submit + state/task reads (Secretary or CEO); list/confirm/
  reject (CEO only). Writes commit explicitly.

* feat(secretary): live conversational agent (container + bridge)

Stand up the Secretary as a persistent Claude-SDK container the CEO chats
with, mirroring the Intake agent and reusing its driver/session machinery.

- secretary_driver: build_secretary_options exposes read_company_state /
  read_task / submit_directive as SDK tools that call /api/secretary/* with
  the agent's HMAC token; backend-call logic is module-level + tested.
- secretary_main: container entrypoint (receiver + relay) reusing IntakeDriver.
- orchestrator: start/spawn/reap secretary session + run-cmd builder; no
  workspace clone (reads state via API), mints a role=secretary token.
- secretary_live routes: panel <-> container bridge over the live registry.
- agent-secretary image (Dockerfile + compose build service).

Inert until a session is started; additive — intake and all agents unchanged.

* feat(secretary): panel chat + directive confirmation queue

The CEO's Secretary surface: a live chat (SSE) to talk to the Secretary, and
a 'Needs your confirmation' queue listing gated directives the Secretary
proposed — each with Confirm / Reject. Adds the sidebar nav entry.

- lib/api/secretary.ts: live (start/stream/status/send/stop) + directive
  (list/confirm/reject) + state clients (all as the CEO).
- hooks/use-secretary.ts: drives one chat, accumulating SSE token deltas.
- secretary page: chat pane + pending-directive cards.

Completes the Secretary end-to-end (role + authority + live agent + panel).

* feat(pitch): agent-facing pitch tool + pitches panel

Complete the pitch path: the Board can now author pitches through the gateway,
and the CEO reviews/approves them in the panel.

- content_actions.pitch (Board-only) -> PitchService.create, returning an
  Envelope; wired as a do-tool (do_server + /api/v1/do/pitch + schema) and
  added to the Board's do-tools.
- Panel /pitches page: lists pitches with CEO Approve & provision / Reject;
  sidebar nav entry.

Pitch (Phase 4) is now end-to-end: author -> CEO approve -> auto-provision.

* feat(cockpit): read-only 'is the business winning?' summary

A pure aggregation for the CEO over existing data — no new state, no writes.

- CockpitService.summary(): charter north-star/objectives, delivery counts
  (in-flight/blocked/awaiting-CEO), 30-day spend vs the charter's budget cap,
  pending pitches, and the strategy engine's signals (what needs you). Stamped
  basis='proxy' — performance is a proxy until real launches.
- GET /api/cockpit/summary (CEO / Board / Main PM / Secretary).
- Panel /cockpit page + sidebar nav.

Reuses goals + usage + StrategyEngine.assess(); reads only.

* docs(changelog): add the Secretary and Cockpit to Unreleased

* fix(test): isolate the company-goals empty-defaults test from committed state

The shared test DB persists committed writes across tests; a route test
commits a charter, so the unit test's 'unset' assertion must establish its
own clean precondition rather than assume global emptiness.

* fix(gateway): lower evidence_repo complexity to rank A (xenon gate)

company_goals()'s 4-way `or` emptiness check tipped the module average to
rank B; `any(...)` is equivalent and keeps the module under the gate's A bar.

* chore(compose): mirror agent-secretary-image build into docker-compose.yaml

Both compose files are byte-identical and tracked; .yaml carries the same
agent-secretary-image build service already present in docker-compose.yml.

* chore(lifecycle): regenerate artifacts for secretary i_am_idle

The secretary role gained i_am_idle in the lifecycle spec; regenerate the
generated prompt/doc/json artifacts so foundation-check stays green.

* docs(changelog): cut the company-in-a-box phases to 0.4.0

Label the six additive phases (business goals, web research, pitch-provision,
strategy engine, secretary, cockpit) as 0.4.0; tag v0.4.0 is held until the
branch merges to master so it points at the release commit.

---------

Co-authored-by: Renn F <rennf93@users.noreply.github.com>

alembic/versions/032_company_goals.py

@@ -0,0 +1,62 @@
+"""Add the company_goals singleton charter table.
+
+A single CEO-owned row — north star, prioritized objectives, constraints, and
+operating policy — injected compactly into every agent's context_briefing so all
+work is goal-aware. Seeded with one empty row at the all-zeros singleton id; the
+CEO populates it via the API (CEO-only writes).
+
+Revision ID: 032_company_goals
+Revises: 031_rag_chunks_fulltext
+Create Date: 2026-06-15
+"""
+
+from __future__ import annotations
+
+import sqlalchemy as sa
+from alembic import op
+
+revision = "032_company_goals"
+down_revision = "031_rag_chunks_fulltext"
+branch_labels = None
+depends_on = None
+
+_SINGLETON_ID = "00000000-0000-0000-0000-000000000000"
+
+
+def upgrade() -> None:
+    op.create_table(
+        "company_goals",
+        sa.Column("id", sa.UUID(as_uuid=True), primary_key=True, nullable=False),
+        sa.Column("north_star", sa.Text(), nullable=False, server_default=""),
+        sa.Column(
+            "objectives",
+            sa.JSON(),
+            nullable=False,
+            server_default=sa.text("'[]'::json"),
+        ),
+        sa.Column(
+            "constraints",
+            sa.JSON(),
+            nullable=False,
+            server_default=sa.text("'[]'::json"),
+        ),
+        sa.Column(
+            "operating_policy",
+            sa.JSON(),
+            nullable=False,
+            server_default=sa.text("'{}'::json"),
+        ),
+        sa.Column(
+            "updated_at",
+            sa.DateTime(timezone=True),
+            nullable=False,
+            server_default=sa.text("now()"),
+        ),
+        sa.Column("updated_by", sa.UUID(as_uuid=True), nullable=True),
+    )
+    # Seed the singleton row; the column server defaults fill the rest.
+    op.execute(f"INSERT INTO company_goals (id) VALUES ('{_SINGLETON_ID}')")
+
+
+def downgrade() -> None:
+    op.drop_table("company_goals")

alembic/versions/033_pitches.py

@@ -0,0 +1,64 @@
+"""Add the pitches table — Board proposals the CEO approves to auto-provision.
+
+A pitch is a Board-authored product proposal (problem + proposed solution +
+target cells). On CEO approval the system provisions a GitHub repo per target
+cell, registers each as a Project (and a Product when multi-cell), and seeds an
+initial delivery task to Main PM. Purely additive origination path — the
+existing delivery lifecycle is unchanged.
+
+Revision ID: 033_pitches
+Revises: 032_company_goals
+Create Date: 2026-06-15
+"""
+
+from __future__ import annotations
+
+import sqlalchemy as sa
+from alembic import op
+
+revision = "033_pitches"
+down_revision = "032_company_goals"
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    op.create_table(
+        "pitches",
+        sa.Column("id", sa.UUID(as_uuid=True), primary_key=True, nullable=False),
+        sa.Column("title", sa.String(length=200), nullable=False),
+        sa.Column("slug", sa.String(length=50), nullable=False, unique=True),
+        sa.Column("problem", sa.Text(), nullable=False),
+        sa.Column("proposed_solution", sa.Text(), nullable=False),
+        sa.Column(
+            "target_cells",
+            sa.JSON(),
+            nullable=False,
+            server_default=sa.text("'[]'::json"),
+        ),
+        sa.Column(
+            "status",
+            sa.String(length=20),
+            nullable=False,
+            server_default="proposed",
+        ),
+        sa.Column("created_by", sa.UUID(as_uuid=True), nullable=False),
+        sa.Column("decided_by", sa.UUID(as_uuid=True), nullable=True),
+        sa.Column("decision_notes", sa.Text(), nullable=True),
+        sa.Column("provisioned_product_id", sa.UUID(as_uuid=True), nullable=True),
+        sa.Column("provisioned_project_ids", sa.JSON(), nullable=True),
+        sa.Column("seed_task_id", sa.UUID(as_uuid=True), nullable=True),
+        sa.Column(
+            "created_at",
+            sa.DateTime(timezone=True),
+            nullable=False,
+            server_default=sa.text("now()"),
+        ),
+        sa.Column("updated_at", sa.DateTime(timezone=True), nullable=True),
+    )
+    op.create_index("ix_pitches_status", "pitches", ["status"])
+
+
+def downgrade() -> None:
+    op.drop_index("ix_pitches_status", table_name="pitches")
+    op.drop_table("pitches")

alembic/versions/034_agentrole_secretary.py

@@ -0,0 +1,31 @@
+"""Add 'secretary' to the postgres agentrole enum.
+
+The Secretary is the CEO's conversational chief-of-staff (``Role.SECRETARY`` in
+foundation/identity). Seeding/spawning its agent row requires the postgres
+``agentrole`` enum to carry the value. Mirrors migration 025's pattern.
+
+Revision ID: 034_agentrole_secretary
+Revises: 033_pitches
+Create Date: 2026-06-15
+"""
+
+from __future__ import annotations
+
+from alembic import op
+
+revision = "034_agentrole_secretary"
+down_revision = "033_pitches"
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    # Unguarded (renders in offline --sql so the enum-migration-parity test
+    # sees it) and idempotent. PG 16 permits ADD VALUE inside a transaction.
+    op.execute("ALTER TYPE agentrole ADD VALUE IF NOT EXISTS 'secretary'")
+
+
+def downgrade() -> None:
+    # Postgres does not support removing enum values without a destructive
+    # type recreation. Forward-only by design (see migration 025).
+    pass

alembic/versions/035_secretary_directives.py

@@ -0,0 +1,53 @@
+"""Add the secretary_directives table — the Secretary's command audit + gate queue.
+
+Every action the Secretary takes on the CEO's behalf is recorded here. Direct
+(low-risk) directives are written already-executed; gated (high-impact)
+directives are written ``pending`` and wait for the CEO's explicit confirmation
+before they run. Forward-only enum-ish status stored as a string.
+
+Revision ID: 035_secretary_directives
+Revises: 034_agentrole_secretary
+Create Date: 2026-06-15
+"""
+
+from __future__ import annotations
+
+import sqlalchemy as sa
+from alembic import op
+
+revision = "035_secretary_directives"
+down_revision = "034_agentrole_secretary"
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    op.create_table(
+        "secretary_directives",
+        sa.Column("id", sa.UUID(as_uuid=True), primary_key=True, nullable=False),
+        sa.Column("kind", sa.String(length=32), nullable=False),
+        sa.Column(
+            "payload", sa.JSON(), nullable=False, server_default=sa.text("'{}'::json")
+        ),
+        sa.Column(
+            "status", sa.String(length=16), nullable=False, server_default="pending"
+        ),
+        sa.Column("requested_by", sa.UUID(as_uuid=True), nullable=False),
+        sa.Column(
+            "requested_at",
+            sa.DateTime(timezone=True),
+            nullable=False,
+            server_default=sa.text("now()"),
+        ),
+        sa.Column("decided_by", sa.UUID(as_uuid=True), nullable=True),
+        sa.Column("decided_at", sa.DateTime(timezone=True), nullable=True),
+        sa.Column("result", sa.Text(), nullable=True),
+    )
+    op.create_index(
+        "ix_secretary_directives_status", "secretary_directives", ["status"]
+    )
+
+
+def downgrade() -> None:
+    op.drop_index("ix_secretary_directives_status", table_name="secretary_directives")
+    op.drop_table("secretary_directives")