docs(rag): document the 0.4.0 company layer for agents

Add an architecture doc for the company-in-a-box layer (charter, pitches,
strategy engine, cockpit signals, feature toggles) — none of it was in the KB
the agents query — and note the on-demand human-facing roles (prompter,
secretary) in org-structure so they are no longer invisible.
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Renn F
2026-06-16 09:14:20 +02:00
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# Company Layer (Goals, Pitches, Strategy)
The **company layer** sits above day-to-day delivery: the CEO's charter, the
pitch pipeline, and a background strategy watcher. The charter is always
available (empty until set); the research, provisioning, and strategy-engine
pieces are **opt-in and default-off** — the org runs fine without any of them.
## The Charter (Company Goals)
A single, CEO-owned charter is the company's north star. It has four parts:
| Field | Meaning |
|-------|---------|
| `north_star` | The one outcome everything serves |
| `objectives` | Prioritized goals beneath the north star |
| `constraints` | Hard limits the company must respect |
| `operating_policy` | Operating rules (e.g. a monthly budget cap) |
The charter is a **singleton**, and it is injected — compactly — into **every
agent's briefing**, so all work is goal-aware without anyone fetching it.
- `GET /api/company-goals` — read (any agent)
- `PUT /api/company-goals` — write (CEO only)
It is empty until the CEO sets it; an empty charter simply contributes nothing
to briefings.
## Pitches
A **pitch** is a proposal for new product work. Its lifecycle is small:
| Status | Meaning |
|--------|---------|
| `proposed` | Submitted, awaiting the CEO |
| `provisioned` | Approved — turned into a product / project(s) |
| `rejected` | Declined |
When a pitch is approved and **provisioning is enabled**
(`ROBOCO_PROVISIONING_ENABLED` plus a GitHub token and org), it can auto-create
the product and its repositories (recorded in `provisioned_product_id` /
`provisioned_project_ids`). With provisioning off, approval just records the
decision.
## Strategy Engine
The Strategy Engine is a **notify-only** background watcher
(`ROBOCO_STRATEGY_ENGINE_ENABLED`, default off). Each cycle it `assess()`es the
company against its standing goals and emits `StrategyObservation`s — each a
`kind`, a `summary`, and a `detail` — for example `idle` (capacity sitting
unused) or `stranded_blocked` (work stuck in `blocked`). It only **observes and
surfaces**; it never acts on its own.
Those observations are the "needs your attention" signals shown on the
Dashboard, served by `GET /api/cockpit/signals`.
## The Secretary
The CEO's chief-of-staff reads this layer (`read_company_state` returns the
charter, task counts, pending pitches, and any directives awaiting
confirmation) and acts on it via gated directives. See
`docs/rag/roles/secretary.md`.
## Feature Toggles
| Env | Default | Enables |
|-----|---------|---------|
| `ROBOCO_RESEARCH_ENABLED` | off | Board / PM web research |
| `ROBOCO_STRATEGY_ENGINE_ENABLED` | off | The strategy watcher loop |
| `ROBOCO_PROVISIONING_ENABLED` | off | Pitch → auto-provisioned repos |
All are additive: with every toggle off, the company layer is just the charter
plus the pitch record.
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| Documenters | 3 (1 per cell) |
| **Total** | **20** (19 AI + 1 human) |
## On-Demand Roles (Human-Facing)
Two roles sit outside the standing delivery org above. They are **human-only**,
**spawned on demand** as live chat sessions, and are not part of the 20-agent
count:
| Role | Purpose |
|------|---------|
| Prompter (Intake) | Interviews the CEO and drafts a board-ready task |
| Secretary | The CEO's chief-of-staff; reads company state and runs gated CEO directives |
Neither has lifecycle verbs or outward agent comms. See
`docs/rag/roles/prompter.md` and `docs/rag/roles/secretary.md`.
## Cells
| Cell | PM | Developers | QA | Documenter |