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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>
This commit is contained in:
Renzo F
@@ -0,0 +1,29 @@
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import api from "./client";
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export interface CockpitSummary {
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basis: string;
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north_star: string;
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objectives: Record<string, unknown>[];
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delivery: {
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task_counts: Record<string, number>;
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in_flight: number;
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blocked: number;
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awaiting_ceo: number;
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};
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spend: {
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spend_30d_usd: number;
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projected_monthly_usd: number | null;
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monthly_budget_cap_usd: number | null;
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over_budget: boolean;
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};
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pending_pitches: number;
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signals: { kind: string; summary: string; detail: string }[];
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}
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export const cockpitApi = {
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// GET /api/cockpit/summary — read-only company snapshot (CEO / Board / PM).
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summary: async (): Promise<CockpitSummary> => {
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const { data } = await api.get<CockpitSummary>("/cockpit/summary");
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return data;
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},
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};
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@@ -0,0 +1,30 @@
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import api from "./client";
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export interface CompanyGoals {
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north_star: string;
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objectives: Record<string, unknown>[];
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constraints: string[];
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operating_policy: Record<string, unknown>;
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updated_at?: string | null;
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updated_by?: string | null;
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}
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export type CompanyGoalsUpdate = Partial<
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Pick<
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CompanyGoals,
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"north_star" | "objectives" | "constraints" | "operating_policy"
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>
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>;
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export const companyGoalsApi = {
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// GET /api/company-goals — the charter (any authenticated agent).
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get: async (): Promise<CompanyGoals> => {
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const { data } = await api.get<CompanyGoals>("/company-goals");
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return data;
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},
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// PUT /api/company-goals — CEO-only; partial update, returns the full charter.
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update: async (update: CompanyGoalsUpdate): Promise<CompanyGoals> => {
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const { data } = await api.put<CompanyGoals>("/company-goals", update);
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return data;
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},
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};
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@@ -14,3 +14,4 @@ export { a2aApi } from "./a2a";
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export { streamApi } from "./stream";
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export { groupsApi } from "./groups";
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export { settingsApi } from "./settings";
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export { companyGoalsApi } from "./company-goals";
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@@ -0,0 +1,41 @@
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import api from "./client";
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// ---------------------------------------------------------------------------
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// Pitches — Board proposals the CEO approves to auto-provision a product.
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// The panel (acting as CEO) lists pitches and approves/rejects them; the
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// Board authors them through the agent gateway.
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// ---------------------------------------------------------------------------
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export interface Pitch {
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id: string;
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title: string;
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slug: string;
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problem: string;
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proposed_solution: string;
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target_cells: string[];
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status: string;
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created_by: string;
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decided_by?: string | null;
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decision_notes?: string | null;
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provisioned_product_id?: string | null;
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provisioned_project_ids: string[];
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seed_task_id?: string | null;
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created_at?: string | null;
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}
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export const pitchesApi = {
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list: async (statusFilter?: string): Promise<Pitch[]> => {
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const { data } = await api.get<Pitch[]>("/pitches", {
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params: statusFilter ? { status_filter: statusFilter } : undefined,
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});
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return data;
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},
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approve: async (id: string, notes?: string): Promise<Pitch> => {
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const { data } = await api.post<Pitch>(`/pitches/${id}/approve`, { notes });
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return data;
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},
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reject: async (id: string, notes: string): Promise<Pitch> => {
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const { data } = await api.post<Pitch>(`/pitches/${id}/reject`, { notes });
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return data;
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},
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};
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@@ -0,0 +1,123 @@
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import api, { API_URL } from "./client";
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// ---------------------------------------------------------------------------
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// Secretary — the CEO's chief-of-staff. Two surfaces:
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// 1. a live chat (spawned Secretary container, SSE stream) the CEO talks to;
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// 2. the directive queue — high-impact actions the Secretary proposed that
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// wait for the CEO's explicit confirmation (the gate list).
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// The panel calls everything as the CEO (see client.ts interceptor).
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// ---------------------------------------------------------------------------
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export interface SecretaryDirective {
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id: string;
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kind: string;
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status: string;
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payload: Record<string, unknown>;
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requested_by: string;
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requested_at?: string | null;
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decided_by?: string | null;
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decided_at?: string | null;
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result?: string | null;
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}
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export interface CompanyState {
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goals: Record<string, unknown>;
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task_counts: Record<string, number>;
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pending_pitches: Record<string, unknown>[];
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pending_directives: SecretaryDirective[];
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}
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export type LiveEventKind =
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| "text"
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| "thinking"
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| "tool_use"
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| "tool_result"
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| "turn_end"
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| "system"
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| "error";
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export interface LiveEvent {
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kind: LiveEventKind;
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text?: string;
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tool?: string;
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data?: Record<string, unknown>;
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}
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export const LIVE_EVENT_KINDS: LiveEventKind[] = [
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"text",
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"thinking",
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"tool_use",
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"tool_result",
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"turn_end",
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"system",
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"error",
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];
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export const secretaryApi = {
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/** Spawn the Secretary agent for a new chat. */
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startLive: async (initialMessage?: string): Promise<{ session_id: string }> => {
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const { data } = await api.post<{ session_id: string }>(
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"/secretary/live/start",
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{ initial_message: initialMessage }
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);
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return data;
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},
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/** SSE URL the panel opens to watch the Secretary reply. */
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streamUrl: (sessionId: string): string =>
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`${API_URL}/secretary/live/${sessionId}/stream`,
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/** Is this session still running? */
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status: async (sessionId: string): Promise<{ alive: boolean }> => {
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const { data } = await api.get<{ alive: boolean }>(
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`/secretary/live/${sessionId}/status`
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);
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return data;
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},
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/** Deliver the CEO's message to the running Secretary; the reply streams back. */
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sendMessage: async (sessionId: string, text: string): Promise<void> => {
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await api.post(`/secretary/live/${sessionId}/messages`, { text });
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},
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/** Reap the session. */
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stop: async (sessionId: string): Promise<void> => {
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await api.post(`/secretary/live/${sessionId}/stop`);
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},
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/** List directives (CEO only); defaults to the pending queue. */
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listDirectives: async (
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statusFilter = "pending"
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): Promise<SecretaryDirective[]> => {
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const { data } = await api.get<SecretaryDirective[]>("/secretary/directives", {
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params: { status_filter: statusFilter },
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});
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return data;
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},
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/** Confirm a pending directive — it executes with CEO authority. */
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confirmDirective: async (id: string): Promise<SecretaryDirective> => {
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const { data } = await api.post<SecretaryDirective>(
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`/secretary/directives/${id}/confirm`
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);
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return data;
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},
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/** Reject a pending directive. */
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rejectDirective: async (
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id: string,
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reason?: string
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): Promise<SecretaryDirective> => {
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const { data } = await api.post<SecretaryDirective>(
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`/secretary/directives/${id}/reject`,
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{ reason }
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);
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return data;
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},
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/** A compact snapshot of company state. */
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state: async (): Promise<CompanyState> => {
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const { data } = await api.get<CompanyState>("/secretary/state");
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return data;
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},
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};
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