docs(rag): rewrite the KB docs to the real gateway verb surface

The RAG knowledge base (indexed and queried by agents at runtime)
described entire fictional MCP tool surfaces — roboco_task_*,
roboco_journal_*, roboco_message_send, roboco_notify_send, roboco_agent_*,
roboco_session_*, roboco_workspace_*, roboco_project_* — that don't exist,
so agents searching the KB were handed invented tool names.

Rewrite every affected doc (tools, roles, workflows, troubleshooting, and
the stale architecture snippets) to the real surface: the gateway intent
verbs (give_me_work, i_will_work_on, open_pr, i_am_done, claim_review,
pass, fail, claim_doc_task, i_documented, triage, delegate, i_will_plan,
unblock, complete, escalate_up, escalate_to_ceo, ...) and content tools
(commit, note(scope=...), say, dm, evidence, notify*, open_session,
channels). Also reconcile the access-control docs to code: CEO can cancel
(Board/Auditor cannot); the management-channel membership and the
Auditor's silent-but-present status now match communications.py.
This commit is contained in:
Renn F
2026-06-05 17:20:36 +02:00
parent 416356899d
commit ecea593a51
27 changed files with 999 additions and 1009 deletions
+9 -7
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@@ -3,11 +3,11 @@
**ALWAYS use SLUGS when assigning tasks.** The system resolves slugs to UUIDs automatically.
```python
# CORRECT - Use slug
roboco_task_create(assigned_to="be-dev-1", ...)
# CORRECT - Use slug (PMs delegate work)
delegate(assigned_to="be-dev-1", ...)
# WRONG - Don't construct UUIDs manually
roboco_task_create(assigned_to="00000000-0000-0000-0001-000000000001", ...)
delegate(assigned_to="00000000-0000-0000-0001-000000000001", ...)
```
## UUID Scheme (Reference Only)
@@ -73,9 +73,11 @@ roboco_task_create(assigned_to="00000000-0000-0000-0001-000000000001", ...)
## Usage
Most tools accept either slug or UUID:
Verbs take the `task_id` UUID directly (returned by `give_me_work()` /
`triage()`); recipient/assignee arguments accept either a slug or a UUID:
```python
roboco_task_claim(task_id) # task_id is UUID
roboco_journal_read_team("be-dev-1") # slug works
roboco_journal_read_team("00000000-0000-0000-0001-000000000001") # UUID works
i_will_work_on(task_id) # task_id is a UUID
dm(recipient="be-qa", text="...", task_id="...") # slug recipient
delegate(assigned_to="be-dev-1", ...) # slug assignee
delegate(assigned_to="00000000-0000-0000-0001-000000000001", ...) # UUID also works
```
+21 -15
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@@ -23,8 +23,8 @@ All available channels with their slugs and access rules.
| Slug | Name | Members |
|------|------|---------|
| `main-pm-board` | Main PM & Board | main-pm, product-owner, head-marketing, auditor |
| `board-private` | Board Private | product-owner, head-marketing, auditor, ceo |
| `main-pm-board` | Main PM & Board | main-pm, product-owner, head-marketing, auditor (all read/write) |
| `board-private` | Board Private | product-owner, head-marketing, auditor, ceo (read/write) + main-pm (read-only) |
## Special Channels
@@ -35,7 +35,7 @@ All available channels with their slugs and access rules.
## Auditor Silent Access
Auditor has silent read access to:
Auditor has silent read access (in these channels' `silent_roles`) to:
- `backend-cell`
- `frontend-cell`
- `uxui-cell`
@@ -44,28 +44,34 @@ Auditor has silent read access to:
- `pm-all`
- `doc-all`
Auditor does NOT appear in member lists but CAN read.
Auditor does NOT appear in member lists but CAN read. On the two management
channels (`main-pm-board`, `board-private`) the Auditor is NOT silent — it
has full read + write there. (Its content-tool manifest is `note`,
`evidence`, and read-only `notify_list`/`notify_get`/`channels`, with no
`say`/`dm`/`notify`, so it observes rather than posts in practice.)
## Privileged Access
These roles bypass normal membership checks:
- **CEO**: Full access everywhere
- **Auditor**: Silent read everywhere
- **Auditor**: Silent read on cell + cross-cell channels; read/write on the
management channels
- **Main PM**: Read access to all cell channels
## Using Channels
```python
# Send message to your cell
roboco_message_send({
channel: "backend-cell",
content: "Starting work on task",
task_id: task_id
})
# List the channel slugs you can read / write (call this first if unsure of
# a slug — inventing slugs returns "Channel not found")
channels() # -> {writable: [...], readable: [...]}
# Read channel history
roboco_channel_history("backend-cell", limit=50)
# Send a message to your cell
say(
channel="backend-cell",
text="Starting work on task",
task_id=task_id,
)
# List available channels
roboco_channel_list()
# Direct agent-to-agent message (same-cell only)
dm(recipient="be-qa", text="Quick sanity check before QA", task_id=task_id)
```
+30 -11
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@@ -30,8 +30,12 @@
| Channel | Members |
|---------|---------|
| #main-pm-board | Main PM, Board |
| #board-private | Board only |
| #main-pm-board | Main PM, Product Owner, Head Marketing, Auditor |
| #board-private | Product Owner, Head Marketing, Auditor, CEO, Main PM |
In both management channels the Auditor has read **and** write (it is NOT
silent here — that downgrade applies only to the cell and cross-cell
channels). In #board-private the Main PM can read but cannot write.
## Special Channels
@@ -42,11 +46,18 @@
## Auditor Access
Auditor has **silent read access** to ALL channels:
Auditor has **silent read access** to the cell and cross-cell channels:
- Does not appear in member lists
- Cannot send messages
- Cannot send messages there
- Observes all activity
The Auditor is silent only on cell + cross-cell channels (it is in those
channels' `silent_roles`). On the management channels (#main-pm-board,
#board-private) it has full read + write. The Auditor's content-tool
manifest is `note(scope=reflect)` + `evidence` + read-only
`notify_list`/`notify_get`/`channels` — it has no `say`/`dm`/`notify`, so in
practice it observes rather than posts.
## Channel Access Rules
| Role | Own Cell | Cross-Cell | Management |
@@ -54,17 +65,25 @@ Auditor has **silent read access** to ALL channels:
| Developer | Read/Write | Read/Write | - |
| QA | Read/Write | Read/Write | - |
| Documenter | Read/Write | Read/Write | - |
| Cell PM | Read/Write | Read/Write | - |
| Cell PM | Read/Write | Read/Write | #pm-all (Read/Write) |
| Main PM | Read/Write | Read/Write | Read/Write |
| Board | - | - | Read/Write |
| Auditor | Silent Read | Silent Read | Silent Read |
| Auditor | Silent Read | Silent Read | Read/Write |
## Messaging
Agents post to channels with the `say` content tool (there is no
`roboco_message_send` tool):
```python
roboco_message_send({
channel: "backend-cell",
content: "Starting work on rate limiting",
task_id: task_id
})
say(
channel="backend-cell",
text="Starting work on rate limiting",
task_id=task_id,
)
```
For direct agent-to-agent messages, use `dm(recipient, text)` (same-cell
only; cross-cell is denied — escalate via your Cell PM instead). PMs and the
Board can additionally send ack-required notifications with
`notify(target, text, priority)`.
+10 -6
View File
@@ -43,27 +43,31 @@ Cell Members → Cell PM → Main PM → Product Owner → CEO
## Escalation Tool
```python
roboco_task_escalate(
escalate_up(
task_id="uuid-here",
reason="Need clarification on requirements"
)
```
Auto-routes to your escalation target. You CANNOT choose a different target.
Auto-routes to your escalation target. You CANNOT choose a different
target. `escalate_up` is a PM verb (Cell PM / Main PM); cell members
(devs, QA, documenters) signal blockers with `i_am_blocked(task_id,
reason)`, which their Cell PM resolves.
## CEO Escalation (PM Only)
## CEO Escalation (Main PM / Board Only)
```python
roboco_task_escalate_to_ceo(
escalate_to_ceo(
task_id="uuid-here",
notes="Major feature ready for approval"
reason="Major feature ready for approval"
)
```
Requirements:
- Task in `awaiting_pm_review`
- PR exists
- Only PMs can call this
- Only Main PM, Product Owner, or Head of Marketing can call this
(Cell PMs cannot — they `escalate_up` to Main PM first)
## Cannot Skip Levels
+42 -21
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@@ -19,16 +19,26 @@ What each role can do in the system.
|--------|-----|-------|---------|---------|---------|-----|----|----|
| View All | Yes | Yes | Yes | Yes | - | - | - | - |
| View Own | - | - | - | - | Yes | Yes | Yes | Yes |
| Create | Yes | Yes | Yes | Yes | Yes | - | - | - |
| Assign | Yes | Yes | Yes | Yes | Yes | - | - | - |
| Cancel | - | Yes | - | Yes | Yes | - | - | - |
| Close | Yes | Yes | Yes | Yes | Yes | Yes | - | Yes |
| Create (`delegate`) | - | - | - | Yes | Yes | - | - | - |
| Assign | - | - | - | Yes | Yes | - | - | - |
| Cancel | Yes | - | - | Yes | Yes | - | - | - |
| Complete (`complete`) | - | - | - | Yes | Yes | - | - | - |
| Claim | - | - | - | Yes | Yes | Yes | Yes | Yes |
| Pass QA | - | - | - | - | - | - | Yes | - |
| Fail QA | - | - | - | - | - | - | Yes | - |
| Docs Complete | - | - | - | - | - | - | - | Yes |
| Pass QA (`pass`) | - | - | - | - | - | - | Yes | - |
| Fail QA (`fail`) | - | - | - | - | - | - | Yes | - |
| Docs Complete (`i_documented`) | - | - | - | - | - | - | - | Yes |
Note: CEO and Auditor CANNOT cancel (by design - observe/approve only).
Notes (verified against `roboco/foundation/policy/lifecycle.py`):
- **Create / Assign** (`create_subtask`, `delegate`) are PM-only: `cell_pm`
and `main_pm`. The Board (Product Owner, Head Marketing), Auditor, and CEO
do NOT create or assign tasks via the gateway.
- **Cancel** is allowed to PM roles + CEO (`cell_pm`, `main_pm`, `ceo`). The
Board and Auditor CANNOT cancel.
- **Complete** (final approve/merge) is PM-only (`cell_pm`, `main_pm`). The
CEO acts only on tasks escalated to `awaiting_ceo_approval`.
- **Claim** is role-matched: developers claim code tasks, QA claims
`awaiting_qa`, documenters claim `awaiting_documentation`. PMs can claim
the planning/coordination work assigned to them.
## Index Permissions
@@ -45,36 +55,47 @@ Note: Board (Product Owner, Head Marketing) can only index docs, not code.
## Notification Permissions
| Role | Can Send | Scope |
|------|----------|-------|
Sending notifications means calling the `notify(target, text, priority)`
content tool. The sender allowlist is `NOTIFY_SENDER_ROLES` in
`roboco/foundation/policy/communications.py`.
| Role | Can Send (`notify`) | Scope |
|------|---------------------|-------|
| ceo | Yes | All |
| product_owner | Yes | Management chain |
| head_marketing | Yes | Management chain |
| auditor | Yes | All |
| auditor | No | - (silent observer) |
| main_pm | Yes | All |
| cell_pm | Yes | Own cell |
| developer | No | - |
| qa | No | - |
| documenter | No | - |
## PM-Capable Roles
Non-senders (developer, qa, documenter, auditor) still communicate via
`say(channel, text)` for channel posts and `dm(recipient, text)` for direct
agent-to-agent messages — those are not ack-required notifications. The
Auditor is restricted further: it has `note(scope=reflect)` + `evidence` +
read-only `notify_list`/`notify_get`/`channels`, and NO `say`/`dm`/`notify`.
These roles can create/assign tasks:
- `ceo`
- `product_owner`
- `head_marketing`
## Task-Creator Roles
These roles can create/assign tasks (`create_subtask`, `delegate` — PM-only
per `lifecycle.py`):
- `main_pm`
- `cell_pm`
The Board (`product_owner`, `head_marketing`), the Auditor, and the CEO do
NOT create or assign tasks through the gateway.
## Cancellation Roles
These roles can cancel tasks:
- `product_owner`
- `head_marketing`
- `main_pm`
These roles can cancel tasks (the `cancel` action's `allowed_roles` in
`lifecycle.py` = PM roles + CEO):
- `cell_pm`
- `main_pm`
- `ceo`
Note: CEO and Auditor CANNOT cancel (observe/approve only).
Note: the Board and Auditor CANNOT cancel (observe/approve only).
## View Scope
+10 -17
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@@ -55,21 +55,13 @@ ROBOCO_WORKSPACE_CLONE_TIMEOUT=300
3. **Branch Flexibility**: Different branches simultaneously
4. **Clean State**: Fresh clone if needed
## MCP Tools
## No Workspace Tools — It's Automatic
| Tool | Purpose |
|------|---------|
| `roboco_workspace_ensure` | Create workspace if needed |
| `roboco_workspace_status` | Check workspace state |
| `roboco_workspace_list` | List all workspaces (PM only) |
```python
# Ensure workspace exists (auto-clones if needed)
roboco_workspace_ensure(project_slug="roboco")
# Check status
roboco_workspace_status(project_slug="roboco")
```
There are **no** agent-facing workspace tools. Workspaces are created and
cloned for you by the orchestrator (`WorkspaceService`) before your
container starts. You never `ensure`, `clone`, or `checkout` a workspace
by hand — your repo is already on disk at the path below, and the gateway
verbs (`i_will_work_on`, `claim_review`, ...) check out the right branch.
## Workspace Resolution
@@ -84,6 +76,7 @@ HTTPS repositories require a GitHub PAT configured on the project:
- **Token configured**: Auto-clone works, git operations succeed
- **Token missing**: Error "Project requires a git token for HTTPS repositories"
**If you see this error**: Contact your PM to configure the project's git token.
PMs use `roboco_project_update(slug, git_token="...")` to set credentials.
**If you see this error**: Contact your PM. The project's git token is
configured by a human in the control panel (project settings) — it is not
an agent tool. The token is encrypted at rest and never exposed to your
container; the orchestrator injects it into git operations for you.