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>

panel/src/components/company-goals/company-goals-card.tsx

@@ -0,0 +1,160 @@
+"use client";
+
+import { useState } from "react";
+import { useMutation, useQuery, useQueryClient } from "@tanstack/react-query";
+import { companyGoalsApi, type CompanyGoalsUpdate } from "@/lib/api/company-goals";
+import {
+  Card,
+  CardContent,
+  CardDescription,
+  CardHeader,
+  CardTitle,
+} from "@/components/ui/card";
+import { Label } from "@/components/ui/label";
+import { Textarea } from "@/components/ui/textarea";
+import { Button } from "@/components/ui/button";
+import { Target, Save } from "lucide-react";
+import { toast } from "sonner";
+
+function parseError(e: unknown): string {
+  return e instanceof Error ? e.message : "parse error";
+}
+
+export function CompanyGoalsCard() {
+  const queryClient = useQueryClient();
+  // null = "show the server value"; deriving the displayed value avoids syncing
+  // query state into local state with an effect (react-hooks/set-state-in-effect).
+  const [northStar, setNorthStar] = useState<string | null>(null);
+  const [constraints, setConstraints] = useState<string | null>(null);
+  const [objectives, setObjectives] = useState<string | null>(null);
+  const [policy, setPolicy] = useState<string | null>(null);
+
+  const { data: goals, isLoading } = useQuery({
+    queryKey: ["company-goals"],
+    queryFn: companyGoalsApi.get,
+  });
+
+  const northStarVal = northStar ?? (goals?.north_star ?? "");
+  const constraintsVal = constraints ?? (goals?.constraints ?? []).join("\n");
+  const objectivesVal =
+    objectives ?? JSON.stringify(goals?.objectives ?? [], null, 2);
+  const policyVal = policy ?? JSON.stringify(goals?.operating_policy ?? {}, null, 2);
+
+  const saveMutation = useMutation({
+    mutationFn: (update: CompanyGoalsUpdate) => companyGoalsApi.update(update),
+    onSuccess: () => {
+      queryClient.invalidateQueries({ queryKey: ["company-goals"] });
+      setNorthStar(null);
+      setConstraints(null);
+      setObjectives(null);
+      setPolicy(null);
+      toast.success("Company charter updated");
+    },
+    onError: (error) => {
+      toast.error(`Failed to save: ${parseError(error)}`);
+    },
+  });
+
+  const handleSave = () => {
+    let parsedObjectives: Record<string, unknown>[];
+    let parsedPolicy: Record<string, unknown>;
+    try {
+      parsedObjectives = JSON.parse(objectivesVal);
+      if (!Array.isArray(parsedObjectives)) {
+        throw new Error("must be a JSON array");
+      }
+    } catch (e) {
+      toast.error(`Objectives: invalid JSON — ${parseError(e)}`);
+      return;
+    }
+    try {
+      parsedPolicy = JSON.parse(policyVal);
+      if (
+        typeof parsedPolicy !== "object" ||
+        parsedPolicy === null ||
+        Array.isArray(parsedPolicy)
+      ) {
+        throw new Error("must be a JSON object");
+      }
+    } catch (e) {
+      toast.error(`Operating policy: invalid JSON — ${parseError(e)}`);
+      return;
+    }
+    saveMutation.mutate({
+      north_star: northStarVal,
+      objectives: parsedObjectives,
+      constraints: constraintsVal
+        .split("\n")
+        .map((c) => c.trim())
+        .filter(Boolean),
+      operating_policy: parsedPolicy,
+    });
+  };
+
+  return (
+    <Card>
+      <CardHeader>
+        <CardTitle className="flex items-center gap-2">
+          <Target className="h-5 w-5" />
+          Company Charter
+        </CardTitle>
+        <CardDescription>
+          The CEO-owned north star, objectives, constraints, and operating policy.
+          Injected into every agent&apos;s briefing so all work stays goal-aware.
+        </CardDescription>
+      </CardHeader>
+      <CardContent className="space-y-4">
+        <div className="space-y-2">
+          <Label htmlFor="north-star">North star</Label>
+          <Textarea
+            id="north-star"
+            rows={3}
+            value={northStarVal}
+            disabled={isLoading}
+            onChange={(e) => setNorthStar(e.target.value)}
+            placeholder="The long-term vision in one or two sentences..."
+          />
+        </div>
+        <div className="space-y-2">
+          <Label htmlFor="constraints">Constraints (one per line)</Label>
+          <Textarea
+            id="constraints"
+            rows={3}
+            value={constraintsVal}
+            disabled={isLoading}
+            onChange={(e) => setConstraints(e.target.value)}
+            placeholder={"AGPL only\nNo external data egress"}
+          />
+        </div>
+        <div className="space-y-2">
+          <Label htmlFor="objectives">Objectives (JSON array)</Label>
+          <Textarea
+            id="objectives"
+            rows={6}
+            value={objectivesVal}
+            disabled={isLoading}
+            onChange={(e) => setObjectives(e.target.value)}
+            className="font-mono text-xs"
+            placeholder='[{"metric": "NPS", "target": 50, "status": "active"}]'
+          />
+        </div>
+        <div className="space-y-2">
+          <Label htmlFor="policy">Operating policy (JSON object)</Label>
+          <Textarea
+            id="policy"
+            rows={6}
+            value={policyVal}
+            disabled={isLoading}
+            onChange={(e) => setPolicy(e.target.value)}
+            className="font-mono text-xs"
+            placeholder='{"autonomy_level": "assisted", "monthly_budget_cap": 500}'
+          />
+        </div>
+        <Button onClick={handleSave} disabled={saveMutation.isPending || isLoading}>
+          <Save className="h-4 w-4 mr-2" />
+          {saveMutation.isPending ? "Saving..." : "Save charter"}
+        </Button>
+      </CardContent>
+    </Card>
+  );
+}

panel/src/components/layout/sidebar.tsx

@@ -22,6 +22,10 @@ import {
   Database,
   Cpu,
   Sparkles,
+  Target,
+  Briefcase,
+  Lightbulb,
+  Gauge,
 } from "lucide-react";
 import { Button } from "@/components/ui/button";
 import { ScrollArea } from "@/components/ui/scroll-area";
@@ -30,15 +34,19 @@ import { useUIStore } from "@/store";
 export const navItems = [
   // Dashboard
   { title: "Overview", href: "/overview", icon: LayoutDashboard },
+  { title: "Cockpit", href: "/cockpit", icon: Gauge },
+  { title: "Company Goals", href: "/company-goals", icon: Target },
 
   // Work Management
   { title: "Tasks", href: "/tasks", icon: ListTodo },
   { title: "Kanban", href: "/kanban", icon: Kanban },
   { title: "Task Assistant", href: "/prompter", icon: Sparkles },
+  { title: "Secretary", href: "/secretary", icon: Briefcase },
 
   // Development
   { title: "Projects", href: "/projects", icon: FolderGit2 },
   { title: "Products", href: "/products", icon: Boxes },
+  { title: "Pitches", href: "/pitches", icon: Lightbulb },
   { title: "Git", href: "/git", icon: GitBranch },
 
   // Team & Reference