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
+44 -32
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@@ -9,23 +9,30 @@ Developer/QA/Documenter
Main PM
Product Owner
Product Owner / Head of Marketing (Board)
CEO
```
You CANNOT skip levels in the chain.
`escalate_up` walks this chain **one rung at a time** — it auto-routes to
your immediate escalation target; you cannot choose a higher level or skip
a rung.
## How to Escalate
The one exception is `escalate_to_ceo`: it is a **separate** verb,
available only to Main PM and the Board (Product Owner / Head of
Marketing), that goes straight to the CEO for final approval of a major
task. It is not part of the `escalate_up` chain.
## How to Escalate (up one rung)
```python
roboco_task_escalate(
task_id="uuid-here",
reason="Need clarification on API contract"
escalate_up(
task_id="<task>",
reason="Need clarification on the API contract",
)
```
Auto-routes to your escalation target (you cannot choose).
Auto-routes to your escalation target (you cannot choose it).
## When to Escalate
@@ -35,47 +42,51 @@ Auto-routes to your escalation target (you cannot choose).
| Blocked by external factor | Cell PM |
| Blocked by another task | Cell PM |
| Cross-cell coordination | Main PM (via Cell PM) |
| Major feature ready | CEO (PM only) |
| Major feature ready for CEO sign-off | CEO (via `escalate_to_ceo`, PM/Board only) |
## Escalation vs Block vs Pause
## Escalate vs Block
| Action | When | Tool |
| Action | When | Verb |
|--------|------|------|
| **Escalate** | Need help/decision | `roboco_task_escalate` |
| **Block** | Waiting on another task | `roboco_task_block` |
| **Pause** | Temporarily stop work | `roboco_task_pause` |
| **Escalate** | Need a decision / help from above | `escalate_up` |
| **Block** | Can't proceed on an external dependency | `i_am_blocked` |
There is no agent-facing "pause" verb. If you need to step off a task you
claimed but haven't progressed, use `unclaim(task_id)` to return it to
the pool.
## Blocking a Task
```python
# Block on another task
roboco_task_block(
task_id="uuid-here",
blocker_task_id="blocker-uuid",
reason="Waiting for auth service"
i_am_blocked(
task_id="<task>",
reason="Waiting for the auth service to land",
blocker_type="external",
what_needed="auth-service /token endpoint deployed",
)
```
PM receives notification with ACTION REQUIRED.
Your Cell PM is notified and is the one who can `unblock` it.
## CEO Escalation (PM Only)
## CEO Escalation (Main PM / Board Only)
For major tasks requiring CEO approval:
```python
roboco_task_escalate_to_ceo(
task_id="uuid-here",
notes="Major feature ready for final review"
escalate_to_ceo(
task_id="<task>",
reason="Major feature ready for final review",
)
```
Requirements:
- Task must be in `awaiting_pm_review`
- PR must exist
- Only PMs can do this
- **PARENT TASKS ONLY** - Subtasks cannot be escalated to CEO
- Only Main PM, Product Owner, or Head of Marketing can call it
- **PARENT TASKS ONLY** — subtasks cannot be escalated to CEO
If you need to escalate a subtask, escalate the parent task instead. The CEO reviews the complete feature, not individual components.
If you need to escalate a subtask, escalate the parent task instead. The
CEO reviews the complete feature, not individual components.
## Good Escalation Format
@@ -88,10 +99,11 @@ Include:
## Handling Escalations (PM)
1. ACK immediately: `roboco_notify_ack(notification_id)`
2. Investigate: Read task, journals, messages
3. Decide or escalate further
4. Communicate decision
5. Unblock if needed: `roboco_task_unblock(task_id)`
1. ACK the notification: `notify_ack(notification_id)`
2. Investigate: read the task, journals, and channel messages
3. Decide, or escalate further with `escalate_up`
4. Communicate the decision (`say` / `dm` / `notify`)
5. Unblock if needed: `unblock(task_id)`
CRITICAL: Verbal resolution is NOT enough. You MUST call `roboco_task_unblock()`.
CRITICAL: Verbal resolution is NOT enough. To clear a block you MUST call
`unblock(task_id)`.