Commit Graph
70 Commits
Author SHA1 Message Date
Renn F fe029fe34b fix(self-heal): dispatch fix tasks autonomously instead of stranding them
A self-heal fix task was opened confirmed_by_human=false and held out of
dispatch until "Approve & Start" — but that button only renders for a
board-reviewed Intake task (pending + board_review_complete + team != main_pm),
never for a self-heal task (team=main_pm, no board review). So there was no way
to start it: it sat in pending forever and the Main PM never picked it up.

Self-heal is RoboCo healing itself, not an Intake draft — it shouldn't need a
manual Approve & Start. Origination now opens the fix task confirmed + assigned
to the Main PM agent, the PM dispatcher's self-heal hold is dropped, and the
now-dead approve_and_start special-case is removed. The fix still ships through
the normal gates (dev -> QA -> PR review -> the CEO's merge); the loop never
starts, merges, or deploys.
2026-06-22 23:37:07 +02:00
Renn F 6456322746 chore: bump version to 0.9.0
Bump the canonical version refs (pyproject, roboco.__init__, config.app_version,
panel/package.json, uv.lock) plus the version-pin examples in the docs. The
release tag + CHANGELOG date are deferred to the actual 0.9.0 cut.
2026-06-22 21:57:55 +02:00
Renn F f1b197def0 docs(conventions): dev-first framing + flag-enable + accuracy sweep
The conventions standard is dev-first by design — the developer receives the
architecture map + per-task constraints at spawn and owns conforming code from
the start; QA and the PR reviewer are the downstream net. Make that explicit in
the developer prompt and add a dedicated conventions section to the RAG
developer doc (it previously only mentioned the gate, reactively).

Also reconcile the docs with the hardened behavior: env-reference now shows the
flag is off by config default but on in the compose orchestrator block (left off
in the registry), mirroring toolchain matching; and the RAG standard's example
comment no longer implies a misplaced helper blocks (it warns).
2026-06-22 21:20:42 +02:00
Renn F 17ec52d1b7 feat(conventions): generalize defaults, backfill old projects, adopt the standard in-repo
Harden the architectural-conventions standard so it works out-of-the-box on
any project and resolves for projects that predate it, and make RoboCo pass
its own gate.

General defaults (apply to every project, not just one with a tuned file):
- The auto-scan excludes test and documentation trees (tests/, docs/) — those
  legitimately define fixtures and aren't enforced code.
- Helper placement seeds at warn, not block: `helper` matches any top-level
  function, too blunt a signal to hard-block a route file's small private glue.
  Misplaced model/route/component stay block; the body-level thin_routes check
  remains the real fat-handler guard.
- thin_routes no longer counts transaction-lifecycle calls (commit/flush/
  refresh) as data access — an explicit `db.commit()` after delegating to a
  service is a valid pattern.
- no_lint_suppressions exempts a small allowlist of structurally-unavoidable
  framework codes (ruff TC001-TC003, pydantic prop-decorator); bare or other
  suppressions still flag.
- CLAUDE.md rule-lifting skips bare common-word tokens that would match
  everywhere (e.g. "commit"), keeping only specific identifiers.
- The ambient prompt block lists only constrained modules and truncates at a
  line boundary with a "+N more" pointer instead of cutting mid-line.

Backfill: the standard previously read the committed file + repo scan from
project.workspace_path, a field only a manual API call set — so an older
project (or one whose workspace was cleared) showed an empty "missing" map no
matter what was pushed. The service now ensures a dedicated, default-branch
read clone on demand (WorkspaceService.ensure_read_clone) and resolves from
it, persisting the resolved path + real HEAD. The panel tab, the spawn-time
ambient block, and the per-task constraints all resolve the committed standard
with no manual setup.

Adopt in-repo: relocate the inline request/response models from the system and
*_live route modules into roboco/api/schemas/ so the codebase passes its own
placement gate, and ship a canonical .roboco/conventions.yml. no_models_in_routes
and modular_cohesion are now clean and enforced at block.

Docs updated across the user guide, the agent-facing RAG standard, the
developer and pr_reviewer role prompts, CLAUDE.md, and the changelog. New unit
tests cover the scan exclusions, helper-warn, the suppression allowlist, the
commit exemption, and the resolve/backfill path; the conventions + project
integration suites pass against Postgres.
2026-06-22 18:15:19 +02:00
Renn F 28bb3b4374 docs: drop the unowned roboco.dev custom domain; serve on github.io
roboco.dev is not ours, so the docs.roboco.dev custom domain can never resolve. Remove the docs/CNAME and the custom-domain site_url, and point the advertised docs URL at the free GitHub Pages project URL (https://rennf93.github.io/roboco/) — no DNS required.
2026-06-22 16:09:05 +02:00
Renn F 8e87506da4 docs: deploy via GitHub Pages Actions; serve at docs.roboco.dev
The gh-pages branch deploy (mkdocs gh-deploy --force) raced GitHub's built-in branch deployment and got canceled, and each force-push wiped the custom-domain CNAME. Switch to GitHub's official Pages Actions flow (build -> upload-pages-artifact -> deploy-pages) with a single 'pages' concurrency group, so there is one deterministic deployment and no branch to force-push.

- Set the custom domain to docs.roboco.dev (site_url + a docs/CNAME that ships in the build artifact, so the domain persists across deploys).
- Point the advertised docs URL at https://docs.roboco.dev across README, the usage/deployment stubs, the Makefile help, pyproject, and CLAUDE.md.
- Requires a one-time Settings -> Pages -> Source = "GitHub Actions"; the gh-pages branch is no longer used.
2026-06-22 16:02:56 +02:00
Renn F 2fb63fed1f docs: add the user-facing MkDocs documentation site
Build a complete user-facing documentation site (MkDocs Material) under docs/, served at roboco.dev/docs via a new gh-pages deploy workflow.

- Sections: Get Started, The Company, the Tour, Operating the Panel, Choosing & Running Models, Cost & Observability, Optional Subsystems, Configure & Deploy, API Reference, Troubleshooting & Security (55 pages).
- mkdocs.yml (Material theme; excludes the agent-facing rag/ corpus, internal scratch, and orphaned stub trees) and .github/workflows/docs.yml (mkdocs gh-deploy to gh-pages).
- Retire the stale root usage.md and deployment.md to redirect stubs into the site.
- Fix the docs tooling: add the pymarkdownlnt dependency + .pymarkdown.json, run serve-docs/lint-docs/fix-docs under the docs extra, add a build-docs strict gate.
- Fix the roboco console-script entry point (cli, not the un-awaited async main).
- README: correct the project-structure tree (optimal.py, alembic) and link the docs site.
2026-06-22 15:53:00 +02:00
Renn F 3baac6dcd8 docs(conventions): document the modularity checks across RAG, prompts, and lifecycle diagrams
Make the docs and role prompts match the shipped modularity enforcement. The standards doc gains a Modularity section (cohesion / thin routes / thin components / god class, scan-derived + language-aware); the developer prompt tells agents to write modular code (thin routes that delegate, one concern per file, components that delegate to hooks) and that block-level findings refuse i_am_done; QA + PR-reviewer prompts note the modularity findings in evidence / the pr_pass block. Also fixes the two lifecycle diagrams (usage.md, roboco/models/README.md) that omitted the awaiting_pr_review gate.
2026-06-22 14:38:51 +02:00
Renn F 63b6114364 docs(lifecycle): add awaiting_pr_review to the task-states reference
The canonical task-states doc enumerated every waiting state EXCEPT awaiting_pr_review, and its transition table + flow diagrams omitted the in-path PR gate. Adds the state, a PR Review Gate flow (submit_up / submit_root -> awaiting_pr_review -> pr_pass / pr_fail), and the role-restricted transition rows (PM opens, pr_reviewer passes or fails).
2026-06-22 14:03:44 +02:00
Renn F 71f068ea6c docs: refresh user-facing docs for the features shipped since 0.8.0
Documentation had drifted behind the post-0.8.0 work. Adds a CHANGELOG [Unreleased] section, documents the three new feature flags in the config reference (and removes the retired ROBOCO_RAG_USE_HYDE), a new Architectural Conventions Standard page, the provider-overload break in CLAUDE.md, the >=3.13 Python floor + feature flags in the README, and the toolchain/conventions delivery gates + structured-note model across the developer / QA / PR-reviewer role docs and the task-model doc.
2026-06-22 13:42:38 +02:00
5fe1e6df58 feat: in-path PR-review gate — per-cell + main reviewers (#229)
* feat(lifecycle): add the in-path PR-review gate status + reviewer verbs

Insert awaiting_pr_review between the assembled-PR submit and the PM merge,
giving the merge level the rejection capability it structurally lacks — today
only qa_fail and ceo_reject ever reach needs_revision, so a PM review is a
merge button with no teeth.

- New Status awaiting_pr_review + submit_for_review / pr_pass / pr_fail actions
  (pr_pass -> awaiting_pm_review, pr_fail -> needs_revision, mirroring the QA gate).
- Reviewer verbs claim_gate_review / pr_pass / pr_fail, and a main-PM submit_root
  verb (the root analogue of the cell PM's submit_up; opens the root->master PR).
- Extend the self-review-symmetry validator to the new sign-off actions.
- Mirror the value into the ORM TaskStatus enum + the A2A state map, and add the
  postgres taskstatus enum value (migration 040, forward-only like 037).
- Regenerate the per-role verb tables; add gate spec tests.

Spec surface only; the gateway methods + dispatch are wired in follow-ups, so the
verbs are advertised but dormant (flow_server tolerates unregistered verbs).

* feat(identity): add the three cell PR-review-gate reviewers

The in-path gate needs a reviewer per cell so each cell's assembled cell->root
PR is reviewed by a stack-specialized agent, while pr-reviewer-1 serves the
root->master gate (and keeps doing inbound external PRs).

- be/fe/ux-pr-reviewer: PR_REVIEWER role, team-scoped (so dispatch routes each
  cell's gate to its own reviewer); seeded identities + ROLE_TEAM_RULES + names.
  AI agent count 22 -> 25.
- They reuse the existing roboco-agent-pr-reviewer image (AGENT_IMAGES maps the
  three slugs to it, as be-dev-1/-2 share one image) — no new image.
- Tracing table: pr_pass/pr_fail require a learning entry (parity with
  post_pr_review), submit_root mirrors submit_up, claim_gate_review is waived
  (its tracing applies on pr_pass/pr_fail) — completes the verb surface added
  in the prior commit.
- Update the roster-pinning identity tests.

* feat(gateway): wire the in-path PR-review gate end to end

Make the assembled-PR review gate operational across the choreographer, the
TaskService transitions, and the v1 flow surface.

- TaskService: submit_for_review (in_progress→awaiting_pr_review), pr_gate_claim
  (no-transition reviewer claim), pr_pass (→awaiting_pm_review), pr_fail
  (→needs_revision); mirror qa_pass/qa_fail (clear claim, actor-mismatch warn,
  issues appended for the PM's revision). VerbRunner gains the matching atomic
  handlers + a create_root_pr side effect.
- Repoint submit_up to compose submit_for_review (cell→root PR enters the gate),
  and add a main-PM submit_root verb (opens the root→master PR, enters the gate).
- Split main_pm_complete: a code root must pass the gate first (requires
  awaiting_pm_review; rejects an in_progress code root toward submit_root and no
  longer reopens the PR), while a branchless coordination root still walks
  straight through, ungated.
- PRGateMixin (claim_gate_review / pr_pass / pr_fail) composed onto the
  Choreographer; flow_server forwarders + v1 routes (pr_reviewer + main_pm) +
  request schemas.
- Tests: gate spec + the updated submit_up / main_pm_complete expectations + new
  real-DB integration tests driving submit_for_review→pr_gate_claim→pr_pass and
  pr_fail through the real enforcement layer.

* feat(orchestrator): dispatch the in-path PR-review gate

Make the gate live in the dispatch loop.

- _dispatch_pr_gate_work: route awaiting_pr_review tasks to reviewers by level —
  a cell→root task to its cell reviewer (be/fe/ux-pr-reviewer), the root→master
  task to pr-reviewer-1. The reviewer self-claims via claim_gate_review (no
  pre-claim, mirroring the external-PR dispatcher); registered in
  _dispatch_all_work. _select_agent_for_cell learns the pr_reviewer role.
- _build_pr_gate_prompt: anchors the reviewer to the parent objective + full
  acceptance criteria + the FE<->BE contract, then pr_pass / pr_fail.
- _readiness_check_role_for_status: awaiting_pr_review -> pr_reviewer.
- Fail routing: pr_fail reassigns the failed assembled task to its PM
  (_revision_pm_for_task: cell PM for a cell team, Main PM for the root), and the
  revision dispatcher is generalized from coordination-roots-only to any
  PM-owned needs_revision task so the gate-failed task is re-coordinated instead
  of deadlocking.

* docs: document the in-path PR-review gate + the cell reviewers (22→25)

Reflect the shipped gate across the canonical + RAG docs.

- CLAUDE.md: agent count 22→25, the cell reviewers in the org chart, an
  awaiting_pr_review state + the gate transitions + a gate note in the lifecycle
  section, and submit_root / claim_gate_review / pr_pass / pr_fail in the verb
  surface table.
- docs/rag/architecture: org-structure (count, cell-reviewer roster, cells
  table), agent-uuids (be/fe/ux-pr-reviewer rows), agent-model (role + team
  rows).
- docs/rag/roles/pr-reviewer: the in-path gate section + the gate verbs.
- Wrap reviewer.id with UUID(str(...)) in the gate DB tests for mypy.

* docs: finish the gate doc sweep across README + RAG + generated artifacts

Catch the remaining surfaces beyond the canonical docs.

- README + how-to: agent count 22→25, the 6-agent cells (+ PR Reviewer), the
  main reviewer's root→master gate role.
- RAG: permissions + tool-permissions + task-tools list the gate verbs
  (claim_gate_review / pr_pass / pr_fail) for pr_reviewer; regenerate the
  lifecycle artifacts (intent-verbs, status-transitions, the per-role
  lifecycle-*.md prompts, panel lifecycle.json) from the spec via
  build_lifecycle_artifacts.py so they carry the new status + verbs.

* fix(migration): shorten the 040 revision id to fit alembic_version VARCHAR(32)

The revision id '040_taskstatus_awaiting_pr_review' is 33 chars; alembic's
alembic_version.version_num column is VARCHAR(32), so recording the migration on
a real 'alembic upgrade head' failed with 'value too long for type character
varying(32)' (surfaced on the NAS deploy). The test suite missed it: the test DB
is built via Base.metadata.create_all and the parity test only renders SQL
offline, so nothing actually applied the migration chain.

- Rename to '040_awaiting_pr_review' (22 chars).
- Add a guard test asserting every revision id fits the VARCHAR(32) column.
- Verified by applying the full chain 001->040 against real Postgres: it now
  reaches head and records '040_awaiting_pr_review' without truncation.

* fix(migration): land the actual 040 revision-id shortening + guard test

The prior commit captured only the file rename (git add aborted on the deleted
old path), leaving the long revision id and missing the guard test. This commit
carries the real content: revision id '040_awaiting_pr_review' (22 chars) and the
revision-id length guard. Re-verified against real Postgres — the full chain
reaches head and records the short id without truncation.

* fix(product): flush cell deletes before inserts when re-mapping projects

Editing a product's cell->project map (PATCH /api/products/{id}) 409'd with
'duplicate key value violates unique constraint uq_product_projects_product_team'
whenever a team already had a mapping. _replace_cells clears the old rows and
appends the new ones, but within a single flush SQLAlchemy orders INSERTs before
DELETEs for the same table, so the new (product_id, team) rows collided with the
not-yet-deleted old ones. Flush the deletes first.

Pre-existing bug (unrelated to the PR-review gate); surfaced on the NAS. New
real-Postgres regression test re-maps all three cells to different projects —
it fails with the unique violation without the fix and passes with it. The
existing update test only changed WHICH team was mapped, so it never collided.

* fix(gateway): let main_pm submit_root past the shared submit-up guard

submit_root reused the cell PM's _submit_up_ownership_guard, which
hardcoded agent.role != cell_pm and rejected the Main PM with
"submit_up is reserved for cell_pm". A branch-bearing code root could
then never close: submit_root bounced to complete, while complete
required awaiting_pm_review (reachable only via submit_root) and bounced
back — a circular rejection.

Both callers already run the spec gate (can_invoke_intent), which
enforces submit_up→cell_pm and submit_root→main_pm, so the guard's role
re-check was redundant for submit_up and wrong for submit_root. Broaden
it to accept either PM role as a defense-in-depth non-PM reject.

Adds the first choreographer-level submit_root test (the gap that let
this ship).

* fix(gateway): proactively steer both PMs to their bubble-up verb

The submit_root deadlock had a sibling steering gap: nothing told a PM
which verb opens the gate. The delegate next-hint said only 'i_am_idle
when done', and complete's in_progress rejection named submit_root for
the Main PM but left the Cell PM with a bare 'not ready for completion'
— no submit_up pointer, the same guess-the-verb trap.

- delegate hint now names the role-correct verb (root → submit_root,
  cell parent → submit_up) proactively, before any rejection.
- cell_pm_complete's in_progress rejection now steers to submit_up,
  mirroring the Main PM's submit_root gate hint.

Tests cover both the cell-PM steer and the role-aware delegate hint.

* docs: correct who-merges-which-PR across the gate docs + complete description

Audit of the gate docs found the merge actors mis-stated in several
places — the exact ambiguity that risks 'the reviewer/PM merges the root
PR' confusion:

- complete IntentSpec description said 'Main PM merges root PR' — false;
  main_pm_complete escalates and the CEO merges root→master. Corrected
  (propagated to intent-verbs.md, lifecycle.json, generated role prompts
  via build_lifecycle_artifacts.py).
- task-tools.md: submit_up target was awaiting_pm_review (should be
  awaiting_pr_review); Main PM flow had no submit_root — added it.
- README.md: lifecycle diagram now shows the awaiting_pr_review gate.
- cell-pm.md / main-pm.md: dropped the stale 'submit_up hands work to the
  Main PM who merges your cell branch' model — the cell PM merges its own
  gated cell→root PR; the Main PM owns the root + submit_root; the CEO
  merges master. Added submit_root to the main-pm manifest.
- git-commits.md, pr-creation.md, tool-permissions.md, git-tools.md:
  stopped attributing root→master PR opening to complete (it's submit_root).

No behavior change; verb wiring + state machine verified gap-free this
session (the pr_fail→needs_revision→PM respawn loop closes correctly).

* fix(orchestrator): stop closure respawn waiting the reaper window

A PM that finished its subtasks and idled left its parent 'paused' with a
fresh last_heartbeat_at. _is_recently_paused gated closure respawn on
_claim_heartbeat_ttl — the REAPER window (stale_claim_reap_seconds: 600s
default, 1800s on the NAS) — so the parent sat untouched for up to 10-30
minutes before its PM was respawned to close it. The whole chain stalled
behind it.

The race that guard actually protects against (i_am_idle auto-pauses, then
the agent is marked IDLE + its container tears down) is seconds, and the
live-session case is already covered by _is_agent_active. Introduce a
dedicated short debounce (pm_closure_recently_paused_seconds, default 45s)
and gate closure on that instead.

The existing test fixture masked this by setting _claim_heartbeat_ttl to
claim_stale_seconds (180s), not the production reaper value. Fixture now
mirrors production; adds a regression test that a parent paused past the
debounce but within the reaper window respawns immediately.

* feat(gate): post the in-path review verdict on the assembled PR

The in-path gate previously left no trace on the PR it gated — pr_pass /
pr_fail were pure status transitions. Now each verdict is posted as a
GitHub review on the assembled PR itself (server-side, bot account), so
the decision is visible on the very PR the PM merges.

- pr_pass → APPROVE, pr_fail → REQUEST_CHANGES on a cell→root PR.
- The root→master PR ALWAYS gets a plain COMMENT, never APPROVE/REQUEST_
  CHANGES: only the CEO acts on master, so the gate must never leave an
  approval that could satisfy branch protection (letting someone else
  merge) nor a blocking review that could impede the CEO's merge.
- Best-effort and AFTER the DB transition — a GitHub failure is logged,
  never rolls back the gate decision. Reuses git.post_pr_review's existing
  self-review→COMMENT downgrade for the org's own PRs.

Adds _project_slug_for to the ChoreographerHelpers protocol (mypy) and a
unit suite covering event selection, the master-bound COMMENT rule, the
no-PR skip, and failure-swallowing. Docs updated (pr-reviewer, task-tools).

---------

Co-authored-by: Renn F <rennf93@users.noreply.github.com>
2026-06-20 09:27:29 +02:00
Renn F 68094d5f2a docs(0.7.0): document Grok provider, self-heal, PR-reviewer across the RAG + how-to docs
Close the doc gaps the audit found in the agent knowledge base and the human
walkthrough:
- config-reference: add the Grok provider env table (host ~/.grok subscription
  mount, grok-build, idle-kill, cost cap) and the Self-Healing CI loop toggles.
- agent-model: provider-aware Model Configuration (ANTHROPIC default / GROK) +
  add the pr_reviewer / prompter / secretary roles to the Roles table.
- tool-permissions: 'three' -> five MCP servers (roboco-optimal, roboco-docs) +
  PR Reviewer / Prompter / Secretary tool sections.
- new roles/pr-reviewer.md (the 22nd agent had no role doc); permissions +
  agent-uuids + task-tools 'PR Reviewer flow' all gain the role.
- api-endpoints: drop the removed USAGE_UPDATE event (only USAGE_SNAPSHOT exists).
- how-to: self-healing CI loop + Company Scorecard (ch.5), inbound external-PR
  review + CEO Supersede/Dismiss queue (ch.4).

Every claim verified against current code by the audit (grok model grok-build,
auth ~/.grok, no metered API; opencode fully removed).
2026-06-19 10:50:58 +02:00
fa3e25e656 feat(grok): pluggable agent providers + Grok on the official grok CLI (#218)
* feat(providers): pluggable agent providers + Grok (xAI) backend

Add a roboco/llm/providers/ seam — an AgentProvider lifecycle ABC and a
ProviderRegistry keyed by ModelProvider — so the orchestrator can drive
agent backends other than Claude Code.

The first non-Claude backend is GrokProvider for xAI's grok-build-0.1.
xAI is OpenAI-compatible only (no Anthropic-Messages endpoint), so a Grok
agent runs an OpenAI-protocol runtime pointed at https://api.x.ai/v1
rather than the ANTHROPIC_BASE_URL injection the other providers use. It
reuses the orchestrator's existing mount/auth assembly, so it inherits the
same MCP gateway + tool-manifest wiring as every other agent by
construction, and passes its prompt via env (never an argv positional).

The change is purely additive: only GROK routes through the registry;
Anthropic / Ollama Cloud / self-hosted spawns run the existing
_spawn_container path unchanged.

Includes:
- ModelProvider.GROK (migration 038) + a seeded Grok provider row
  (migration 039) + a grok-build-0.1 catalog entry
- GET/PUT /api/providers/grok-key to store the xAI key (Fernet-encrypted,
  reusing the existing provider-key machinery)
- ClaudeCodeProvider reference adapter over the current spawn
- unit tests for the registry, GrokProvider (gateway wiring, no
  ANTHROPIC_* leak, prompt-injection safety, failure paths) and routing

The dedicated roboco-agent-grok image and the exact OpenAI-protocol CLI
invocation are the remaining piece to finalise with xAI.

* feat(providers): native Grok runtime — opencode image, config gen, panel key

Complete the native Grok (xAI) path so grok-build-0.1 runs as a real
RoboCo agent, not just the provider seam.

- roboco-agent-grok image (docker/agent-grok.Dockerfile): FROM agent-base
  + opencode (the OpenAI-protocol runtime). One image serves every role;
  role behaviour comes from the mounted manifest / mcp-config / system
  prompt, exactly as on the Claude path.
- Entrypoint renders opencode.json at spawn from the GrokProvider env
  contract + the mounted Claude Code mcp-config.json
  (roboco.llm.providers.opencode_config): translates RoboCo's gateway
  servers (roboco-flow / roboco-do / ...) into opencode's mcp block,
  declares the xAI OpenAI-compatible provider + model, and wires
  permissions + instructions. Pure, unit-tested translation.
- Orchestrator registers GrokProvider with the registry-qualified image
  (_qualify_agent_image) so it resolves in local and registry deploys.
- Compose (both files + the registry compose) gain an agent-grok-image
  builder service.
- Panel: a Grok (xAI) API key card on the AI Providers page, plus the
  grok ModelProvider value.

KNOWN PARITY GAP (opencode runtime): the bash-guard PAT-scrub and the
transcript-based usage/cost capture are Claude Code hooks and do not
transfer to opencode. bash permission is operator-tunable
(ROBOCO_GROK_BASH_PERMISSION) so a deployment can fail closed until a
security/usage-parity opencode plugin lands. That plugin and live E2E
validation are the remaining work to finalize with xAI.

* ci(release): build + publish the roboco-agent-grok image

Add roboco-agent-grok to the release workflow's image build/publish map so
registry deploys carry the Grok runtime image (parity with every other
agent image). Split from the feature commit because pushing a workflow
change requires a workflow-scoped token.

* fix(migration): commit the grok enum value before seeding (autocommit_block)

CI's "Apply database migrations" failed with asyncpg
UnsafeNewEnumValueUsageError: alembic runs the whole upgrade in a single
transaction, so migration 039's INSERT used 'grok' in the same transaction
that 038 added it — which Postgres forbids. Splitting into two migration
files did not help (one transaction spans both). Wrap the ALTER TYPE ADD
VALUE in op.get_context().autocommit_block() so the value commits before 039
(and any later migration) uses it. Still renders in offline --sql, so the
enum-migration-parity test is unaffected.

* feat(grok): price grok-build-0.1 + secret-scrub opencode plugin

- pricing.py: add grok-build-0.1 rates ($1/1M input, $0.20 cached, $2/1M
  output), verified against xAI's published pricing. Grok is a priced
  non-Anthropic model, so cost computes the moment usage is captured.
- secret-scrub.js: an opencode tool.execute.before plugin porting the
  security-critical bash-guard deny rules (git network ops, credential-file
  reads, /proc env, internal-host HTTP, roboco.* imports, ROBOCO_AGENT_ID
  forgery, env dumps, destructive rm) to the opencode runtime — restoring the
  guard the Claude Code hook can't provide there. Throwing denies the call
  (confirmed by opencode's env-protection example). Wired into the generated
  opencode.json plugin array + baked into the grok image.

Deny logic verified via node (9 deny + 5 allow cases). UNVALIDATED against a
live opencode runtime: confirm it fires in the live E2E spawn before a Grok
dev-agent touches a real repo; the bash permission is operator-tunable as a
second gate.

Cost CAPTURE (distinct from pricing) is intentionally NOT built yet: opencode's
plugin hooks expose model info but no token/usage object, so the capture path
is unconfirmed and needs the live spawn to settle.

* feat(grok): read opencode session usage for cost capture

Confirmed by inspecting a local opencode run: opencode persists per-session
usage in SQLite at ~/.local/share/opencode/opencode.db — the `session` table
carries cost + tokens_input/output/reasoning/cache_read/cache_write. xAI's
response usage object (prompt_tokens, completion_tokens,
prompt_tokens_details.cached_tokens, completion_tokens_details.reasoning_tokens)
maps directly onto those columns.

Add opencode_usage.read_session_usage / cost_for_session: read the opencode DB
and price the tokens via roboco.billing.pricing (our cost stays authoritative;
opencode's own `cost` column is kept for reference). Tested against a fixture DB
mirroring the real schema (single session, summed sessions, missing/empty DB).

Remaining wiring (for the live spawn): mount the opencode data dir on grok
spawn + call cost_for_session at reap to record the usage rollup.

* fix(grok): correct opencode provider (Responses API), stdin, reasoning cost

A live opencode run against api.x.ai/v1 surfaced three real bugs:

1. Provider package — grok-build-0.1 is driven via the OpenAI Responses API
   (opencode calls model.responses()). @ai-sdk/openai-compatible is
   chat/completions only and errors "responses is not a function". Switch the
   generated opencode.json provider + the grok image to @ai-sdk/openai.
2. Headless hang — `opencode run` blocks after init without a TTY; close stdin
   (`< /dev/null`) in the entrypoint so it proceeds to the model call.
3. Reasoning-token cost — grok-build-0.1 is a reasoning model; reasoning tokens
   bill as output but opencode stores them in a separate column. cost_for_session
   folds tokens_reasoning into output (else ~22x undercount).

Verified end-to-end against a real session row (input=6120, output=1,
reasoning=226, cache_read=1856): our pricing reproduces opencode's stored USD
cost ($0.0069452) exactly. Tests anchored to that real row.

* feat(grok): first-class xAI/Grok routing mode (UI + backend)

The Routing-mode toggle had Anthropic / Ollama / Self-Hosted / Mix but no way
to route the whole org to Grok. Add it end to end:

- backend: apply_mode("grok") + _apply_grok (GLOBAL default -> grok-build-0.1) +
  derive_mode "grok" detection; ApplyModeRequest/ModeResponse accept "grok".
- panel: a "Grok" routing-mode card (between Anthropic and Ollama, gated on the
  xAI key) + flipToGrok; a Grok group in the per-agent mix dropdown +
  catalogGrokOnly + a grok ProviderBadge variant; the mix-save key check and
  the AI-routing description now cover Grok.
- tests: integration derive_mode/apply_mode "grok" cases (+ grok provider row
  in the fixture).

Gated: ruff + mypy clean; panel typecheck + lint clean.

* feat(grok): reasoning-effort by role (cut grok-build cost on cheap roles)

grok-build-0.1 reasons heavily by default and reasoning bills at the output
rate (a live "say ok" call emitted ~300 reasoning tokens, ~85% of its cost).
Confirmed live that opencode's `--variant minimal` cuts reasoning ~54%
(298 -> 136 tokens, same prompt).

GrokProvider now picks reasoning effort by role: code-quality roles (developer,
qa, pr_reviewer) keep full reasoning; coordination / docs / board roles
(cell_pm, main_pm, documenter, product_owner, head_marketing, auditor, prompter,
secretary) run "minimal". It's passed to opencode via the entrypoint's
`--variant`. Operators can force one effort for ALL grok agents with the
ROBOCO_GROK_REASONING_EFFORT env (minimal | high | max, or default/full).

Tests cover the role map, the env override, and the spawn env wiring.

* style(panel): show the Grok (xAI) key card above the Ollama card

* fix(grok): stop opencode subagent-stream hang at the config layer

The Grok pr_reviewer wedged in_progress forever: opencode's default agent ran
with the subagent `task` tool enabled, spawned an Explore subagent on
grok-build-0.1 whose model call opened an SSE stream that went idle, and the
run hung with no timeout.

- Hard-disable opencode's subagent `task` tool in the generated opencode.json.
  No RoboCo role uses opencode-internal subagents — work flows through the
  gateway verbs — so removing the tool kills the hang trigger outright.
- Set provider.xai.options.timeout + chunkTimeout (operator-tunable via
  ROBOCO_GROK_REQUEST_TIMEOUT_MS / ROBOCO_GROK_CHUNK_TIMEOUT_MS) as the
  defence-in-depth backstop; chunkTimeout aborts an idle stream.
- Bundle the permission + timeout + subagent knobs into an OpencodeGuards
  dataclass (keeps the builder under the arg-count gate).
- Drop the dead ROBOCO_AGENT_TOOLS spawn env (it had no consumer); opencode
  tool restriction lives in the rendered config now.

* feat(grok): reaper watchdog kills wedged opencode containers

The heartbeat reaper deliberately skips a task whose assignee holds a live
ACTIVE container, so a Claude agent deep in a long edit/test cycle isn't
churned out from under live work. A wedged opencode container breaks that
assumption: it stays ACTIVE while firing no gateway verb, so its heartbeat
never advances and the live-instance skip would shield its task forever — the
exact way the Grok pr_reviewer parked in_progress.

Add a longer grok-idle kill threshold (ROBOCO_GROK_IDLE_KILL_SECONDS, default
900s, well past the stream chunk timeout). A GROK instance idle past it is
force-removed (its logs dumped to disk first) and evicted from the instance
registry, so the same reaper pass then releases the task. Only GROK runtimes
are eligible — a quiet Claude agent keeps the heartbeat-skip protection.

* feat(grok): guard interactive roles from GROK routes (interim)

intake (prompter) and secretary run a held-open chat session driven by the
Claude Agent SDK. GROK has no interactive runtime yet, and a GROK route for
those slugs would be spawned with the route creds injected as ANTHROPIC_*
against api.x.ai/v1 — the wrong protocol — producing a silent, empty reply
(the blank intake we observed).

Downgrade a GROK route for intake-1/secretary-1 to the Anthropic default with
a logged warning. The one-shot delivery roles route to GROK unchanged. This
guard is replaced by the real interactive fork once the opencode interactive
driver lands.

* feat(grok): capture one-shot Grok usage/cost from the opencode store

A GROK agent runs opencode, not Claude Code: it has no SDK /usage/status
server and writes no Claude transcript, so _resolve_final_token_usage found
nothing and every Grok agent finalized at 0 tokens / $0 — the opencode_usage
reader existed but had no caller.

- Mount a per-agent opencode data dir ($DATA/opencode/<agent_id> →
  /home/agent/.local/share/opencode) so opencode.db is captured, and mount the
  same host dir into the orchestrator (/data/opencode) in all three compose
  files so the finalizer can read it back — the opencode analogue of the
  mounted Claude transcript.
- _resolve_final_token_usage branches on provider_type: GROK reads opencode.db
  via opencode_usage (reasoning folded into output, billed at the output rate)
  and skips the SDK/transcript path. A 0-token read logs a WARNING so a silent
  mount failure isn't mistaken for a real zero-cost run.
- ROBOCO_OPENCODE_DATA_DIR overrides the in-orchestrator path for local runs.

* feat(grok): make interactive spawns first-class on AgentProvider (additive)

The AgentProvider ABC modelled only the one-shot lifecycle (spawn/stop/
health_check/remove), so the interactive intake/secretary roles could never
route through a provider. Add an opt-in interactive surface:

- supports_interactive class flag (default False).
- InteractiveSpawnSpec: the resolved AgentConfig + session id + role-specific
  image + optional HMAC token — everything a provider needs without importing
  orchestrator internals.
- spawn_interactive(spec): a non-abstract default that declines via
  ProviderError, so every existing one-shot provider is unchanged.

Pure scaffolding — no provider opts in yet (GrokProvider flips the flag when
its interactive driver lands). Zero behavioural change.

* feat(grok): Grok-native interactive runtime (opencode serve) — container side

Builds the Grok analogue of the Claude intake/secretary live-session runtime,
satisfying the same IntakeSession seam so the existing IntakeDriver loop,
message source, relay, and StreamChunk panel contract are reused unchanged:

- OpencodeServeSession: a held-open `opencode serve` session (context persists
  across turns) where each human turn is one synchronous POST /session/:id/
  message; normalize_opencode_message maps the reply parts to text/thinking/
  tool_use/draft/turn_end chunks (draft via a propose_draft tool part or the
  fenced roboco-draft fallback). Doc-verified against opencode's server API.
- grok_intake_main / grok_secretary_main: container entrypoints mirroring the
  Claude mains but yielding an OpencodeServeSession; they render opencode.json
  (xAI provider + MCP + system prompt) first, then run the receiver + driver.
- roboco-agent-grok-prompter / -secretary images (FROM roboco-agent-grok) +
  their builder services in all three compose files.

UNVERIFIED-LIVE: the opencode serve flow + exact Part schema + draft path need
a live run against grok-build-0.1 (the part mapping is defensive). The
orchestrator wiring that routes a GROK intake/secretary route to these images
is the next step (a design decision is open — see the handoff notes).

* feat(grok): route interactive intake/secretary to opencode-serve images

Wire the GROK interactive path the in-place way (matching how the interactive
roles already choose ANTHROPIC_* per route), so a GROK route launches the
Grok-native opencode-serve image instead of the Claude SDK-driver image:

- _spawn_intake_container / _spawn_secretary_container pick the
  grok-prompter / grok-secretary image (ensuring the base→grok→interactive
  build chain) when the route is GROK, and stamp provider_type on the spec +
  AgentConfig so finalize routes usage to the opencode store.
- _build_intake_run_cmd / _build_secretary_run_cmd inject OPENAI_* + the
  opencode store mount + system-prompt env for GROK via a shared
  _append_interactive_provider_env, keeping ANTHROPIC_* for every other
  provider. The intake's minimal mounts (no gateway MCP) are preserved, so
  Grok intake matches the Claude intake's tool surface (the spec).
- Add a per-agent opencode store mount to the interactive host paths so
  interactive Grok usage/cost is captured like the one-shot path.

Removes the interim Phase-0 routing guard (the real path supersedes it) and
retires the unused AgentProvider.spawn_interactive/InteractiveSpawnSpec seam —
the interactive roles have a bespoke assembly that the one-shot provider
surface doesn't fit, so the fork lives in their own builders.

UNVERIFIED-LIVE: end-to-end intake/secretary chat on Grok needs the stack up +
opencode serve confirmed against grok-build-0.1.

* feat(grok): surface intake/secretary in the mix-mode picker; doc guardrail parity

- Panel: add intake-1 (prompter) and secretary-1 to the mix-mode per-agent
  routing list so an operator can assign Grok (or Claude) to the interactive
  roles from the UI; assigning a Grok model routes them to the opencode-serve
  image. tsc + eslint clean.
- opencode_config: correct the now-stale parity note — bash-guard is ported
  (secret-scrub.js) and usage/cost is captured (opencode store); the remaining
  gap is the budget/loop/stop/prompt-injection hooks, which need a sidecar
  plugin (open decision), with ROBOCO_GROK_BASH_PERMISSION as the interim gate.

* test(grok): mypy-clean the reaper watchdog + interactive spawn tests

The CI mypy scope (roboco/ tests/) flagged test-only typing issues my per-file
runs missed: direct method assignment (orch._remove_container = AsyncMock())
trips [method-assign], and a module-level dict[str,str] is invariant against
the dict[str, str|None] the run-spec expects.

- Use monkeypatch.setattr for _remove_container in the watchdog tests.
- Annotate the shared _HOSTS as dict[str, str | None].

Production code unchanged; mypy roboco/ tests/ is green.

* feat(grok): cost-ceiling kill-switch (budget-guardrail parity)

Claude Code's per-agent token-budget hook fires against the SDK :9000 server;
opencode exposes NO usage/budget hook to a plugin (confirmed against its plugin
docs), so the budget kill-switch can't be a plugin/sidecar — the orchestrator
enforces it instead.

_enforce_grok_cost_budget runs each dispatch tick: for every ACTIVE GROK
container it reads cumulative cost from the opencode store (the Phase-2 reader)
and kills + evicts it past ROBOCO_GROK_MAX_COST_USD (0 = off), after which the
reaper releases the freed task. This also catches a runaway loop that keeps
firing verbs (so it evades the idle watchdog) but still burns cost.

Covers the budget/runaway-burn slice of guardrail parity. The remaining Claude
hooks (prompt-injection PRE-gate, stop-guard terminal-verb) have no blocking
opencode equivalent — opencode's message/stop hooks are observe-only — and the
interactive reasoning-variant has no opencode.json/serve knob (CLI-flag only);
both are pinned for a live probe rather than shipped as a guess.

* docs(grok): document Grok's reduced guardrail posture (honest, not blocking)

Grok agents run on opencode, not Claude Code, so they do NOT have full
guardrail parity — claiming otherwise would be false. Document it truthfully
and keep them usable rather than blocking them.

- Panel routing card: an amber caveat shown in Grok/Mix mode — command/
  secret-exfil guard + cost cap apply to Grok, but the prompt-injection guard
  does NOT (opencode cannot block a turn); Anthropic/Ollama/Self-Hosted run
  through Claude Code with the full guard set; prefer those for agents that
  ingest untrusted or cross-agent content; Grok is safe for trusted work.
- docs/self/architecture/llm-provider-security.md: the reference — the two
  runtimes, which provider uses which, the per-guardrail parity matrix, why
  the injection/stop gaps exist (opencode hooks are observe-only), and the
  routing recommendation (delivery roles handling untrusted content → a
  Claude-Code-runtime provider).

Panel tsc + eslint clean.

* fix(grok): make the live interactive path work — store perms, error surfacing, variant

Found by actually running opencode serve locally (the path was doc-verified but
never executed). Three fixes:

1. EACCES on the opencode store mount (the live intake crash): on Linux docker
   auto-creates a missing bind source as root:root, so the non-root agent user
   could not mkdir/write in /home/agent/.local/share/opencode and opencode died
   at boot. _ensure_opencode_data_dir pre-creates the per-agent dir 0777 before
   the mount (one-shot via the _GrokHost seam, interactive in both spawns).

2. Silent blank reply on a model error: opencode reports a turn failure in
   info.error with parts=[], NOT as a part — verified live (a bad xAI key
   returns info.error APIError). send() / normalize_opencode_message now surface
   it as an "error" StreamChunk so a failed turn is never blank (the original
   intake bug class). Confirmed live: the error now renders.

3. Reasoning variant on the serve path: the live OpenAPI shows the message body
   accepts a "variant" field (it is NOT CLI-only, as the docs implied), so the
   pin is unblocked. send() passes ROBOCO_GROK_VARIANT as the per-turn variant;
   the orchestrator sets it per-role (_reasoning_effort_for) for interactive
   Grok, the same lever as the one-shot --variant.

opencode serve startup, POST /session, session-id extraction, the part-type
mapping (text/reasoning/tool), and the error path are all validated against a
live opencode 1.17.8. A real successful grok reply still needs a funded key.

* fix(grok): pre-create agent-owned ~/.local in the grok image (opencode state EACCES)

Running the built grok-prompter container surfaced a second EACCES the
mechanism analysis missed: bind-mounting the opencode store at
~/.local/share/opencode makes docker create the intermediate ~/.local AS ROOT,
so the non-root agent user then cannot create its sibling ~/.local/state and
opencode dies at boot. Pre-create the ~/.local tree agent-owned in the image so
the mount leaves the parents writable. Complements the orchestrator 0777
host-source pre-create (which covers the bind source on Linux).

Verified live: with this fix the container starts clean, opencode serve opens
the session, a POST /turn produces a real grok reply, and all chunks
(thinking/text/turn_end) reach the relay endpoint.

* feat(grok): prompt-injection guard for Grok (parity with the Claude hook)

The injection guard is RoboCo's own hook (user-prompt-hook.sh), not a runtime
built-in, so it can be recreated at our input boundary regardless of runtime —
opencode's lack of a blocking pre-prompt hook is irrelevant.

- prompt_guard.detect_injection: the deny patterns ported to reusable Python.
- IntakeDriver._run_turn scans every interactive turn before sending it to the
  model and denies a match as an error chunk. Covers BOTH Grok (opencode) and
  the Claude SDK intake (which runs with setting_sources=[] and so never loaded
  the bash hook — it was unguarded too).
- The one-shot grok entrypoint scans ROBOCO_INITIAL_PROMPT and refuses a
  poisoned task prompt (parity with the Claude UserPromptSubmit deny).
- Broadened the pattern (Python + the bash hook, kept in sync) to catch the
  multi-qualifier canonical phrasing "ignore all previous instructions", which
  the single-qualifier original missed — without false-positiving on
  "ignore the linting rules" (an intermediate non-qualifier word breaks it).

So Grok now has the command/secret-exfil guard (secret-scrub), the cost cap,
AND the injection guard. Verified: 94 agent_sdk tests pass; bash + Python agree
on detect/miss cases.

* docs(grok): drop the security disclaimers — injection guard closes the gap

With the prompt-injection guard now recreated for Grok (prior commit), the
"Grok lacks the injection guard / prefer Claude for delivery roles" warning is
no longer true, so remove it:

- Panel routing card: replace the amber "prefer Claude / not safe" caveat with
  a neutral one-liner — Grok agents run on opencode; the command/secret-exfil
  guard, the prompt-injection guard, and the cost cap all apply.
- docs/self/architecture/llm-provider-security.md: prompt-injection row flips to
  "yes" for Grok; intro + routing recommendation updated to "effective security
  parity, any agent (incl. delivery roles) can run on Grok"; the only remaining
  unported hook is the non-security stop-guard.
- opencode_config docstring: the remaining gap is now just the stop-guard
  (budget + injection are covered).

Panel tsc + eslint clean.

* fix(grok): allow external-directory reads so the pr-reviewer can work

Live NAS run showed the Grok pr-reviewer claim the review and fetch the diff,
then write it to /tmp and FAIL to read it back: opencode auto-denied
"external_directory (/tmp/*)" — its file tools refuse paths outside the project
cwd, and in headless serve/run mode an "ask" permission auto-rejects (no human).

Add permission.external_directory (default "allow", env
ROBOCO_GROK_EXTERNAL_DIR_PERMISSION) to the generated opencode.json. The
container is the sandbox and secret-scrub still blocks credential-file reads, so
allowing in-container external-dir reads is safe and unblocks legitimate scratch
use (e.g. the pr-reviewer grepping a large diff in /tmp).

Verified live against grok-build-0.1: with external_directory:"allow" the Read
tool reads a file outside cwd and returns its contents (no auto-reject); the
plain-string form is accepted by opencode 1.17.8.

Needs a rebuild of roboco-agent-grok + a pr-reviewer re-run on the NAS to confirm.

* refactor(grok): split eligibility out of _maybe_kill_wedged_grok (xenon C -> B)

CI complexity gate (make quality -> xenon --max-absolute B) flagged
_maybe_kill_wedged_grok at rank C — too many guard branches in one method.

Extract the kill-candidate decision into _wedged_grok_slug(task, last_heartbeat)
-> slug | None (recent-heartbeat / no-owner / not-ACTIVE / not-GROK all yield
None); _maybe_kill_wedged_grok now just kills + evicts the returned slug.
Behaviour is identical (same guards, same order) — the reaper watchdog tests
pass unchanged. xenon now passes on the full package; ruff + mypy clean.

* feat(grok): start the in-container SDK server + budget feed (Claude parity)

The keystone of the Grok parity work (CEO's "take Claude as baseline, create
what's missing" call): the one-shot Grok container now starts the same SDK
server the Claude path runs, so the per-verb circuit breaker (the flow/do MCP
servers already POST /verb/attempted to it), the per-session budget/loop
counters, the terminal-verb tracking, and the SessionEnd post-mortem all work
on Grok instead of being silently absent.

- entrypoint: launch roboco.agent_sdk.server (bare venv python, not `uv run`
  which would re-sync the drifted clone lock and stall), wait for /health,
  reset counters; run opencode WITHOUT exec so the script regains control to
  run the post-mortem and the silent-exit substitute after the run returns.
- budget-feed.js: opencode plugin that gates on /budget/status in
  tool.execute.before (halt/loop deny — the only place to stop a runaway
  one-shot run; opencode has no PostToolUse-deny) and records the executed
  tool + args-hash in tool.execute.after. Fail-open; bare-verb normalization
  for MCP-namespaced terminal verbs.
- silent-exit substitute: on a graceful exit with no terminal verb the
  entrypoint posts /terminal/force_substitute so the task isn't left stuck
  claimed/in_progress (Stop-hook parity at the boundary).
- opencode_config: wire budget-feed into the plugin array; add
  ROBOCO_OPENCODE_EXTRA_PLUGINS so per-image role tool plugins load scoped to
  one role; read the per-role ROBOCO_GROK_EDIT_PERMISSION.

Targeted gate green (ruff/mypy/xenon + opencode_config tests; node --check on
the plugins; bash -n on the entrypoint).

* feat(grok): give the Grok Secretary its CEO-authority tools (blocker)

The Grok Secretary could chat but had zero directive tools — it could not read
company state or act on a CEO command, so it was non-functional. This is the
integration blocker.

- secretary-tools.js: opencode plugin registering read_company_state /
  read_task / submit_directive via the Hooks.tool API, each calling
  /api/secretary/* with the container's HMAC agent token — a direct port of the
  Claude Secretary's SDK tools (secretary_driver.build_secretary_options). The
  high-impact directive kinds stay gated server-side (queued for CEO confirm).
- agent-grok-secretary.Dockerfile: bake the plugin and scope it to this image
  via ROBOCO_OPENCODE_EXTRA_PLUGINS, so only the Secretary carries CEO authority.
- grok_secretary_main: correct the docstring that falsely claimed the tools
  reached the API "through the mounted MCP gateway" (there is no gateway mount;
  they're an opencode plugin).
- secretary.md: name the three tools and restate the confirm-before-act gate.

Verified locally that opencode loads a file-path plugin importing
@opencode-ai/plugin and resolves the package; the live model-tool-call +
backend round-trip is flagged UNVERIFIED-LIVE for the NAS.

* feat(grok): give the Grok Intake its propose_draft tool (draft card)

The prompter prompt tells the model to call propose_draft when the spec is
ready, but on Grok that tool didn't exist — so no draft chunk, no panel draft
card, and the human couldn't launch a task from a Grok intake chat.

- intake-tools.js: opencode plugin registering propose_draft via Hooks.tool;
  the execute() only ACKs — the driver (OpencodeServeSession.normalize ->
  _is_propose_draft -> _draft_from_tool_input) intercepts the tool CALL and
  emits the `draft` chunk the panel renders.
- agent-grok-prompter.Dockerfile: bake the plugin, scoped to this image via
  ROBOCO_OPENCODE_EXTRA_PLUGINS (delivery roles never draft).
- test: a propose_draft tool part normalizes to a draft chunk (not a tool_use).

The live tool-call -> draft-card path is flagged UNVERIFIED-LIVE for the NAS.

* feat(grok): scope opencode edit/bash/external-dir permissions per role

Grok wrote ONE global permission block, so a Grok pr_reviewer (or qa / PM /
auditor) ran with edit=allow + bash=allow on untrusted PR content. Now the
permissions are derived per role, mirroring orchestrator._get_role_permissions
on the Claude path:

- edit  — allow only roles that write code (role_config.allows_write:
  developer / documenter); everyone else edit=deny.
- bash  — allow only roles that legitimately run a shell (developer /
  documenter / cell_pm / main_pm); the read-only reviewers (qa / pr_reviewer /
  auditor) and the board get bash=deny. secret-scrub still guards the rest.
- external_directory — only the pr_reviewer reads scratch outside its cwd (the
  /tmp diff); delivery roles get deny.

One-shot roles resolve these in GrokProvider._append_grok_env; the interactive
intake/secretary set edit=deny + bash=deny in the orchestrator (intake keeps
external-dir reads for sibling product repos, the secretary does not). The
Claude path is untouched — the permission env is a GROK-only contract.

Targeted gate green (ruff/mypy/xenon + provider + interactive-spawn tests).

* feat(grok): park the provider on an xAI 429 (break the respawn loop)

A one-shot grok run that hit an xAI 429 exited without a terminal verb; the
dispatcher then re-spawned the same task every tick (429 -> exit -> respawn), a
container/token/cost loop with no living agent to call i_am_blocked.

- entrypoint: detect a rate-limit signature in the run output and exit 75
  (EX_TEMPFAIL); a rate-limited task is NOT substituted — it must be retried.
- _handle_stopped_container: on a grok exit 75, park the provider via the
  rate-limit tracker (retry_after window) instead of crash-retrying, and don't
  count it as a crash. The existing probe-resume loop clears the park after the
  window (unknown-provider time-expiry fallback) and the task is retried.
- spawn_agent: a grok-only, fail-open guard skips the launch while the provider
  is parked, so the dispatcher no-ops instead of looping. The Claude path is
  untouched.

Targeted gate green (ruff/mypy/xenon + new rate-limit tests; bash -n on the
entrypoint).

* feat(grok): close the secret-scrub bash-guard parity gaps

secret-scrub.js (the opencode bash guard) was missing three rules the Claude
bash-guard hook has, leaving a Grok dev able to read secrets the Claude path
blocks:

- source / dot-source of a credential-bearing file (source .env, . ./.env,
  .bashrc / .git-credentials / .netrc / /proc/*/environ).
- interpreter one-liner reading a credential file
  (python -c "open('.env')", node -e "readFileSync('.git-credentials')").
- git-ops check now runs on a SKELETONIZED command (heredoc bodies + echo/printf
  args stripped) so a README/heredoc that merely documents `git push` is no
  longer mistaken for invoking it — a false-positive parity fix from the Claude
  guard.

Functionally smoke-tested with node against the real plugin (git push denied;
echo/heredoc "git push" allowed; source/interpreter cred reads denied; normal
commands allowed). Live opencode firing stays flagged in the file header.

* fix(grok): record a usage session for interactive intake/secretary (M1+M7)

_spawn_intake_container / _spawn_secretary_container built the AgentInstance by
hand and never recorded an agent_spawn_sessions row, so the reap finalizer had
no usage_session_id to look up — every interactive session (Claude or Grok)
finalized at 0 tokens / $0 in the rollups. Record the session (task_id=None) and
pin its id on the instance, mirroring _launch_spawn; the GROK path reads
opencode.db by this id, the Claude path reads the transcript.

Also correct the grok_intake_main docstring (M7): it claimed the serve process
was "gateway-wired" with an "MCP gateway", but interactive intake mounts no
gateway — its only tool is propose_draft, registered by the intake-tools.js
plugin.

* fix(grok): surface a dead opencode-serve clearly instead of a zombie chat (M2)

If `opencode serve` died after the session opened, every subsequent turn failed
with an opaque httpx connection error while the container lingered. send() now
detects the exited subprocess (returncode set) and yields a clear error chunk +
turn_end so the panel shows a real "session ended — start a new chat" message;
the idle watchdog / a human reap then tears the container down.

* fix(grok): close the panel relay when the cost-cap kills an interactive chat (M4)

_enforce_grok_cost_budget killed + evicted a container directly. For the
interactive roles (intake/secretary) that left the panel SSE relay open with no
close sentinel, so the chat froze with no explanation. Add
PrompterLiveRegistry.close_by_agent (push a final error event, then close every
session bound to that agent) and call it from the cost-cap watchdog when the
killed agent is the intake or secretary, so the panel reports the chat ended on
the cost cap instead of hanging.

* fix(grok): make the opencode runtime actually load — proven live on grok-build-0.1

Live verification (opencode 1.17.8 + grok-build-0.1, funded key) showed the Grok
runtime was loading INERT, three ways:

1. The provider override `provider.xai.npm=@ai-sdk/openai` failed model
   resolution (ProviderModelNotFoundError) — opencode can't resolve that package
   from its module path. Worse, ANY custom `provider.xai` block (even just
   options) breaks plugin-tool registration. opencode's BUILT-IN xai provider
   drives grok-build-0.1 with working tool-calls, so emit NO provider block; the
   key + base reach it via XAI_API_KEY / XAI_BASE_URL env (provider.options.apiKey
   alone does NOT authenticate).
2. Plugins referenced by absolute path in the config `plugin:` array never
   registered their hooks/tools. opencode 1.17.8 only registers from the plugin
   AUTO-DISCOVERY dir (~/.config/opencode/plugin/). Bake all plugins there.
3. Plugins must use a NAMED export, not `export default`.

Changes:
- opencode_config: no `provider` block, no `plugin` array; drop the dead
  XaiTarget + timeout machinery; build_opencode_config now takes a model string.
- GrokProvider / orchestrator interactive env: inject XAI_API_KEY + XAI_BASE_URL
  (drop the now-unused OPENAI_*).
- secret-scrub / budget-feed / secretary-tools / intake-tools: named exports;
  baked into /home/agent/.config/opencode/plugin/ (drop the EXTRA_PLUGINS env).
- agent-grok* Dockerfiles: plugin dir + agent ownership; drop the unneeded
  @ai-sdk/openai global install.

Verified live end-to-end: grok-build-0.1 calls read_company_state AND
submit_directive through secretary-tools.js and the backend receives both with
the agent token; a tool.execute.before guard fires; built-in tool-calls work.
Targeted gate green (ruff/mypy/xenon + opencode_config/providers/interactive
tests; node --check the plugins).

* fix(grok): deliver intake draft via the relay + correct opencode-mechanism docs

Live end-to-end verification (opencode 1.17.8 + grok-build-0.1) of the WHOLE
integration, then fixes for what it surfaced:

1) Intake draft card (FUNCTIONAL): opencode's synchronous serve reply
   (POST /session/:id/message) returns only [step-start, text, step-finish] — it
   does NOT include tool-call parts, so the driver could never extract the
   propose_draft draft. intake-tools.js now POSTs the draft straight to the
   prompter-live relay (/api/prompter/live/{session}/events, the same endpoint
   the driver's relay sink uses), so the panel renders the card regardless.
   Verified live: grok calls propose_draft -> the relay receives the draft.

2) Correct misattributed opencode "bugs" (DOCS): earlier comments asserted as
   general opencode behavior that a provider.xai block / npm override / config
   plugin:-array "break" registration. Re-testing showed those were artifacts of
   a PROJECT-level .opencode/opencode.json; from the GLOBAL config (which
   opencode_config writes) the built-in provider, model resolution, the plugin
   array AND the auto-discovery dir all work, and MCP gateway verbs register
   (delivery agents verified). Reframed the comments as design choices (built-in
   provider + XAI_API_KEY env + plugins baked in the auto-discovery dir with
   named exports) and dropped the false claims.

3) Reasoning --variant: passing it does not error, but whether opencode applies a
   named reasoning variant to grok-build-0.1 (no provider-defined variants) is
   UNVERIFIED — comment softened from a "~54% cut" claim to best-effort,
   measure-on-NAS.

Verified live this session: one-shot delivery (model + MCP verbs + plugins +
hooks), secretary tools (read_company_state + submit_directive -> backend with
token), intake draft (relay), grok built-in-provider tool-calling. Remaining
NAS-only: full container assembly (SDK :9000 startup, entrypoint hooks, 429
parking) + the --variant cost measurement. Gate green (ruff/mypy + 51 tests;
node --check the plugins).

* feat(grok): reap abandoned interactive chats (M3)

An interactive intake/secretary chat the human abandoned (closed the tab without
confirming or stopping) leaked its container until the orchestrator restarted —
the wedged-grok reaper is task-driven and these run task_id=None, and an SSE
disconnect intentionally does NOT reap (so a page reload can reconnect).

Reap by IDLE TIME, not connection state: PrompterLiveRegistry tracks
last_activity (bumped on every push/deliver = a turn), and the 60s sweeper
retires sessions idle past ROBOCO_INTERACTIVE_IDLE_REAP_SECONDS (default 1800;
0 disables) via reap_intake_session / reap_secretary_session. An active or
page-reloaded chat that keeps exchanging turns stays fresh and is never reaped;
board-review-parked sessions (task_id set) are exempt. Provider-agnostic — fixes
the leak for both Claude and Grok interactive.

Tests: idle-only reap (active/parked/closed excluded), activity bump keeps a
session alive, threshold 0 disables. Gate green (ruff/mypy/xenon + prompter_live).

* fix(panel): resolve agent names from the live roster so they never drift

A review task assigned to the pr-reviewer rendered as a truncated raw
UUID instead of its name. Root cause: the panel resolved assignees from a
hardcoded static roster in agent-utils.ts that had drifted — it never
gained the board-adjacent agents added backend-side (intake-1,
secretary-1, pr-reviewer-1). Their UUIDs hit no map entry, so
getAgentDisplayName fell through to the unknown-UUID branch and returned
agentId.slice(0, 8). Every assignee surface (task table, task detail,
subtasks, journals, communications, commit cards) shares that resolver, so
all of them showed the fragment.

Make the live /api/agents roster the source of truth instead of a static
duplicate that silently rots:

- agent-utils: add a runtime registry (registerAgentRoster) keyed by both
  UUID and slug; resolveToSlug / getAgentDisplayName / isKnownAgent consult
  it first. The static maps remain only as an offline / first-paint
  fallback (now complete with the three agents).
- api/agents: surface the backend UUID on AgentDefinition (getAll/getOne
  previously dropped it), so the registry can key by UUID.
- use-agents: add useAgentRosterSync (registers the live roster) and derive
  useAgents from live definitions, falling back to the static roster.
- providers: mount the sync once inside QueryClientProvider.

Now any agent the backend knows about resolves, including ones added after
this change — the panel can no longer drift out of sync.

Tests: agent-utils unit tests cover the three agents end-to-end, a
live-roster-only agent (drift-proofing), live-overrides-static, and a
regression guard for the existing roster.

* fix(pr-review): post a COMMENT review when GitHub forbids self-review

A pr-reviewer review of an org-authored PR never reached GitHub. The agent
side ran correctly (claim → read-only diff → review → post_pr_review →
completed + CEO notify), but the GitHub publish 422'd with "Can not request
changes on your own pull request": the PR was authored by the same account
that owns the project PAT. post_pr_review posts best-effort after the DB
transition, so the failure was logged and swallowed — the task completed and
the CEO was notified "reviewed" while the PR showed no review.

GitHub forbids APPROVE / REQUEST_CHANGES on your own PR but DOES allow a
plain COMMENT review. The org's internal PRs (and any PR the PAT owner
opened) hit this. Retry once as a COMMENT review on the self-review 422 so
the review actually lands; the verdict is already stated in the body. The
external/fork-PR path (different author) is unchanged — REQUEST_CHANGES
succeeds there and the fallback never fires.

Tests: self-review 422 downgrades to COMMENT and returns the COMMENT result;
a failing COMMENT retry still surfaces GitError with no infinite loop; the
existing non-self 422 still raises.

* fix(grok): harden cost-guard, pin runtime, refresh stale plugin comments

Address review findings on the Grok provider work:

- budget-feed plugin failed open unconditionally, so a one-shot task agent
  whose in-container SDK budget server went unreachable would run with the
  cost cap unenforced. The entrypoint now exports ROBOCO_BUDGET_ENFORCE=1
  (one-shot agents always start that server) and the plugin's pre-exec gate
  fails CLOSED when the flag is set and the budget endpoint is unreachable,
  halting an uncapped burn. Interactive serve agents (intake/secretary) set
  no flag and keep failing open (they run no budget server by design).

- Pin opencode-ai to the live-verified 1.17.8 (was an unpinned global npm
  install). Untrusted model output runs under it; bump the pin deliberately.

- Document the ROBOCO_GROK_* operator vars in .env.example (image, the three
  opencode permissions, reasoning effort, idle-kill, cost ceiling).

- Refresh stale plugin comments: the MCP tool-name shape and the secretary
  tool-registration path are confirmed live, and secret-scrub's load route is
  the auto-discovery dir (not a config plugin: array). Keep the honest
  not-yet-exercised caveat on secret-scrub's deny path and the reasoning
  variant — those remain genuinely unverified.

* fix(grok): unbreak workspace-cwd agents, free trapped agents, stop self-PR review

Three bugs surfaced by the first live Grok lifecycle run:

- Dev/QA/doc agents crash-looped at startup with ModuleNotFoundError on
  roboco.llm.providers. The entrypoint ran the opencode-config render from the
  agent's workspace-clone cwd, whose own roboco/ dir shadows /app on the
  sys.path front; a branch without the grok code lacks the providers package.
  Render from /app so the installed package always resolves (the render has no
  cwd dependency — writes global, reads ROBOCO_MCP_CONFIG).

- A budget/loop halt blocked EVERY tool, including i_am_idle, unclaim, and
  i_am_blocked, so a halted agent could neither continue nor stop and flailed —
  one billed model turn per blocked retry. The before-gate now always lets the
  release verbs through so a halted agent can exit cleanly.

- The inbound reviewer ingested the org's OWN PRs (authored by the repo-owner
  account), which can't take a REQUEST_CHANGES review (GitHub 422) and get
  re-reviewed every poll. The normalizer flags author_is_owner and ingestion
  skips them — the reviewer reviews only PRs the org did not author.
  External/contributor PRs are unaffected.

Tests: owner-authored PR flagged + skipped; normalize shape covers the new
field. Gate green on the changed modules (ruff/mypy/xenon + 48 tests).

* feat(grok-cli): render config.toml + map per-role grok CLI flags

First piece of the Grok CLI provider that replaces the opencode runtime: a
pure, unit-tested module the agent entrypoint runs to translate the mounted
mcp-config.json into ~/.grok/config.toml ([mcp_servers]) and compute the
per-role 'grok -p' flags — subagent/shell/edit tool removal, raw-git-mutation
and rm-rf denies, reasoning effort — mirroring ClaudeCodeProvider's per-role
permissions with native grok flags instead of an opencode permission block +
JS guard plugins. Uses tomli_w. The rendered config + env injection are
validated live against grok-build (the model called the server through it).

* feat(grok-cli): grok CLI agent image + headless entrypoint

The roboco-agent-grok image now installs xAI's official grok CLI (Grok Build,
pinned 0.2.56) instead of opencode, authenticated by the SuperGrok subscription
via a mounted ~/.grok/auth.json (parity with the Claude ~/.claude mount, no
metered API key). The entrypoint renders ~/.grok/config.toml + per-role flags
from /app (the ModuleNotFound-shadowing lesson), runs grok -p headless with
--output-format json, keeps the prompt-injection guard, and exits 75 on a
rate-limit so the orchestrator parks the provider. No in-container SDK server or
budget-feed — native --max-turns + server-side terminal-substitute replace them.

* feat(grok-cli): GrokCliProvider — subscription auth mount, mirrors ClaudeCodeProvider

Replace the opencode GrokProvider with GrokCliProvider: reuses the orchestrator's
shared mount/auth/git assembly (gateway + identity) exactly like the Claude path,
mounts the host ~/.grok/auth.json read-only (SuperGrok subscription) instead of
injecting an xAI key, and sets the slim env the grok-cli entrypoint + renderer
read (ROBOCO_AGENT_ID for per-role flags, model, mcp-config, prompt). Provider
routing fields are blanked before the shared step so the grok endpoint is never
mislabelled ANTHROPIC_*. Per-role permission logic now lives in grok_cli_config,
so the provider is slim. Registry/orchestrator/exports updated; provider tests
rewritten for the CLI behavior (no XAI key, auth mount present/absent).

* feat(grok-cli): capture per-session token usage + notional cost

Grok runs on the SuperGrok subscription, but — exactly like Claude on Max — we
still record per-agent tokens and a notional cost for the dashboard. The grok
CLI writes a cumulative totalTokens per turn into
~/.grok/sessions/<cwd>/<session-id>/updates.jsonl (the grok analogue of the
Claude transcript / old opencode.db); the max is the session total. This reader
locates that file (url-encoded cwd), extracts the total, and prices it at the
output rate (no input/output split from the CLI; conservative + matches the
reasoning-at-output convention). Validated against a real grok-build session
(18253 tokens -> $0.0365). Entrypoint + finalize wiring follows.

* feat(grok-cli): wire usage capture into the run (session id + post-run extract)

The provider pins a fixed session id (ROBOCO_AGENT_SESSION_ID, reused from the
agent session id as on the Claude path); the entrypoint passes it to
'grok -p -s <id>' so the run's session store is locatable, then runs the usage
reader post-run (best-effort) to write the captured tokens + cost. The
orchestrator-side finalize that reads that file follows.

* feat(grok-cli): read captured usage at finalize; keep interactive serve working

The provider mounts the per-agent data dir and points the entrypoint's usage
file at it; the orchestrator's grok finalize reads that usage.json first (the
grok-CLI total, priced at the output rate) and falls back to opencode.db for the
still-opencode interactive intake/secretary path. Re-add _reasoning_effort_for to
grok.py as a clearly-temporary shim for that interactive path (it needs opencode's
"minimal" variant, distinct from the CLI's --effort) until it is converted too.

* feat(grok): convert interactive intake/secretary to the grok CLI; delete opencode

Move the last Grok runtime off opencode onto xAI's official `grok` CLI, for full
parity with the Claude path. The intake/secretary chat now runs per-turn headless
`grok -p` invocations that resume one session id (proven live: context carries
across runs), with streaming-json deltas mapped to the existing panel StreamChunk
kinds — the IntakeDriver loop, message source, relay, and idle reaper are reused
unchanged; only the SessionFactory differs (GrokCliSession replaces the
opencode-serve session).

- GrokCliSession + a pure, unit-tested streaming-json -> StreamChunk assembler
  (thought coalesced to one block, text streamed live, end captures the session
  id for -r, fenced-draft fallback, clear errors incl. rate-limit).
- intake propose_draft and secretary read_company_state/read_task/submit_directive
  are now FastMCP servers (roboco-intake / roboco-secretary) wired into
  ~/.grok/config.toml, launched via `uv run --directory /app` to resolve the
  installed package. The secretary tools reuse the shared backend helpers.
- Orchestrator: interactive spawn mounts the subscription auth + per-agent usage
  dir (no metered xAI key, no permission env — grok flags carry per-role perms);
  usage/cost now read a captured usage.json (drop the opencode.db reader, the
  _opencode_db_path/_grok_usage_from_opencode methods, and the cost-cap's
  opencode read). hosts["opencode"] -> hosts["grok_usage"]; OPENCODE_DATA_DIR ->
  GROK_USAGE_DATA_DIR.
- Fix one-shot usage capture: `-s` does not pin the session id (grok generates
  its own), so the entrypoint now reads the real id back from the JSON run log
  and the reader uses it; usage is captured per-turn on the interactive path.
- Delete the opencode layer: opencode_config/opencode_usage/opencode_session, the
  docker/grok/*.js plugins, the old one-shot entrypoint, and their tests.
- Compose (all three files), .env.example, and stale comments updated to the
  grok-CLI runtime; add the SuperGrok auth mount + grok-usage dir.

Gate green: ruff, mypy (296 files), xenon, tests. NAS build/verify pending.

* fix(grok): deliver the role blueprint as grok's system prompt via ~/.grok/AGENTS.md

The blueprint was mounted at /app/system-prompt.md but never reached grok — a real
parity gap vs the Claude path (which passes --system-prompt-file). grok agents ran
only on the per-task prompt, missing their RoboCo role/org context.

Verified live on grok 0.2.56 that the obvious flags do NOT work headless:
`--system-prompt-override` and `--rules` are silently ignored under `grok -p`
(identical output with and without). What IS honoured is grok's instruction-file
discovery — and `$HOME/.grok/AGENTS.md` is loaded GLOBALLY regardless of --cwd
(a project AGENTS.md only loads from the cwd/project root, which would pollute the
agent's git workspace). Proven end to end: a blueprint written there makes grok
adopt the role ("I am the RoboCo intake interviewer ... -- intake-1").

write_agents_md() copies /app/system-prompt.md -> ~/.grok/AGENTS.md; the one-shot
render (grok_cli_config.main) and both interactive mains call it. No git pollution
(it lives in ~/.grok, not the workspace), and it covers repo-cwd and /app-cwd
roles alike. Reverted the non-working --system-prompt-override wiring.

* feat(grok): close the Claude-parity divergences (reasoning, subagents, web, bash-guard)

Bring the grok CLI to parity with the Claude path on the four deliberate
differences:

- Reasoning: drop the per-role `--effort low` default — Claude sets no per-role
  thinking budget, so grok now uses the model default for every role. The
  fleet-wide ROBOCO_GROK_REASONING_EFFORT override stays as a cost lever. (This
  also un-caps intake-draft quality, the one that actually mattered.)
- Subagents: the intake interviewer may now fan out to subagents (parity with the
  Claude intake's `Task` allowance); every other role still has `Agent` removed.
- Web: `--disable-web-search` for every role — no agent gets direct web (Claude's
  tool set has none either); the roles that get web reach it through the gated
  roboco-search MCP, unaffected.
- Bash command filtering: full parity, split by deny semantics. Verified live that
  a grok PreToolUse hook deny CANCELS the run, while native `--deny` denies
  GRACEFULLY (the agent gets a permission error and recovers). So:
    * git network/branch/history ops -> native `--deny` (operational reflex; the
      agent must recover, not drop the task). Expanded to the full bash-guard set.
    * credential-exfil / identity-forgery / internal-API / env-dump patterns ->
      the SAME bash-guard the Claude path runs, wired as a grok PreToolUse hook
      (ROBOCO_GUARD_SKIP_GIT=1 so it leaves git to `--deny`). A hard cancel is the
      right response there — no legitimate agent reads ~/.netrc or forges an
      X-Agent-ID. One tolerance line (accept grok's camelCase `toolInput`) makes
      the one tested script guard both runtimes; +5 grok cases (50/50 green).

Also cleaned stale internal task-number / smoke labels out of bash-guard-hook.sh.

* fix(grok): install grok CLI to ~/.grok/bin (its real default), not ~/.local/bin

The image build failed at `chown ... /home/agent/.local: No such file or
directory`. The grok installer's default is $HOME/.grok/bin — the binary lands at
~/.grok/bin/grok; ~/.local/bin/grok is only a convenience SYMLINK the installer
creates on macOS but not in the Linux container. So the Dockerfile referenced a
directory that never existed:
  - PATH pointed at ~/.local/bin -> `grok` would not be found at runtime even if
    the build had passed;
  - chown targeted ~/.local -> the build aborted.

Point PATH + chown at ~/.grok/bin / ~/.grok. Also harden the install: download the
script to a file (a `curl | bash` pipe swallows a curl failure as a silent no-op)
and verify the binary installed and runs (`test -x` + `grok --version`), so a
broken install fails the build loudly instead of producing a grok-less image.

* fix(grok): address adversarial-review findings across the grok-CLI conversion

A 7-dimension adversarial review (find -> independently refute) surfaced 14 real
issues; fixed each:

Runtime bugs
- GrokCliSession.send drained stdout fully BEFORE stderr — a >64KB stderr burst
  would deadlock the turn forever (spinner never clears). Drain stderr
  concurrently, and add a per-turn watchdog (ROBOCO_GROK_TURN_TIMEOUT_SECONDS,
  default 600s) that kills a wedged process and emits error+turn_end.
- Crash-restarted grok agents launched `grok -p ""` (empty prompt) — Claude gets
  a scan-for-work fallback. Default the prompt in _spawn_container so every
  dedicated provider gets it too.
- _grok_usage_json read /data/grok-usage unconditionally while its writers branch
  compose-vs-local, so a local-mode agent finalized at $0 and the cost-cap was
  inert. Single-source the path in a new _grok_usage_dir helper (read == write).
- GrokCliSession secretary role fell through to "unknown" (get_agent_role returns
  a truthy sentinel, never None), defeating the ROBOCO_AGENT_ROLE fallback.

Parity / hardening
- --deny set was missing `git tag -d` / `git reflog delete` that the Claude
  bash-guard blocks — added them (the "same set" claim is now true).
- Interactive mains now install the bash-guard hook too (defense-in-depth).
- Compose: collapse the GROK_AUTH_DIR / ROBOCO_HOST_GROK_DIR auth-mount pair into
  one canonical var so a partial override can't silently break agent auth.

Docs / comments
- Panel routing card + architecture security doc no longer say Grok runs on the
  deleted opencode runtime; orchestrator comments point at the renamed entrypoint.

Tests
- Cover the interactive _render_grok_config MCP wiring (ModuleNotFound guard +
  secretary HMAC env), the cost-cap kill-failure + interactive relay-close paths,
  the local-mode usage read, the role fallback, the turn timeout, and the new
  git denies. (#13 — a separate grok "Write" tool — investigated: grok's only
  built-in file-mutation tool is search_replace, already removed; no gap.)

Gate green: ruff, mypy, xenon, tests.

* fix(grok): declare tomli-w as a runtime dependency (agent image needs it)

The grok agent image failed at spawn with `ModuleNotFoundError: No module named
'tomli_w'` when rendering ~/.grok/config.toml. tomli_w was only a transitive dep
of a dev-extra package, so it was present in dev/orchestrator envs but excluded
from the agent image, which builds its venv with `uv sync --frozen --no-dev`.
grok_cli_config imports it at module load to serialize the MCP gateway config, so
without it a Grok agent gets no gateway verbs.

Promote tomli-w to a direct [project.dependencies] entry. Locked with
`--upgrade-package tomli-w` so only tomli-w is added — no incidental churn of the
8 unrelated packages a full re-resolve would have bumped.

* Updated uv.lock

* fix(grok): auto-approve tool execution (--always-approve) so headless agents can call tools

Live smoke caught every grok agent (Main PM, pr-reviewer, dev, …) ending its run
with stopReason=Cancelled and empty output the instant it reached for a tool. Root
cause: headless `grok -p` cannot approve a tool call without `--always-approve`
(grok's docs: required for unattended automation), and the per-role args didn't
pass it — so no agent could call a gateway verb, an edit, or an MCP tool, and the
run was cancelled.

Add `--always-approve` to grok_cli_args_for_role (one place → every role, one-shot
and interactive). Safety is unaffected: `--disallowed-tools` still removes tools
and `--deny` still hard-blocks command patterns regardless of approval (a denied
command returns a permission error and the agent recovers — verified live).

Proven in the rebuilt image side-by-side: without the flag a tool call yields
Cancelled/not-called; with the real rendered args it returns EndTurn and the MCP
tool actually runs. (My earlier in-image tool-calling check passed `--always-approve`
manually, which masked that the production args omitted it — fixed.)

* fix(pr-review): seed claim heartbeat so the grok reviewer isn't wedge-killed

pr_review_claim transitioned a review task pending -> in_progress but never
seeded last_heartbeat_at, unlike every sibling claim path (_finalize_claim,
qa_claim, doc claim). The reaper treats a NULL heartbeat as a stale claim, and
the GROK idle-kill watchdog bypasses the live-container skip on a NULL
heartbeat -- so the reviewer container was killed (Cancelled) before it could
post_pr_review, churning the task back to pending on a respawn loop. A Claude
reviewer was shielded by the live-instance skip; only GROK manifested it.

Seed the heartbeat at claim time, matching the established invariant. Verified
against a real Postgres (10/10 test_pr_review_db tests, incl. the new
last_heartbeat_at assertion).

* fix(grok): stream one-shot output live + capture real token usage

Two gaps the buffered run hid, both verified in the real image with mounted
SuperGrok auth:

- Observability: the entrypoint buffered grok's output to a temp file and only
  cat it after the run, so `docker logs` was blank while the agent worked.
  Switch the one-shot to --output-format streaming-json piped through tee:
  grok flushes each thought/text event incrementally (confirmed token-by-token
  live in-container), so the agent's reasoning shows in docker logs in real
  time, parity with the Claude stream-json path. Read the session id back from
  the NDJSON run log (the terminal `end` event) since -s does not pin it.

- Usage: total_tokens read 0 for every grok run. grok nests the cumulative
  totalTokens on params.update._meta, but the reader looked at params._meta
  (which only holds event ids); the unit fixture had the same wrong shape, so
  the tests masked it. Read the real path (with params._meta / top-level
  fallbacks) and fix the fixture to the real grok shape. Verified live:
  usage.json now reports total_tokens=3262, cost_usd=0.006524 (was 0).

* fix(grok): validate agent_id before using it as a usage-dir path segment

CodeQL flagged a high-severity py/path-injection: agent_id flowed from
request-facing call sites into _grok_usage_dir() and on to read_text(), so a
value containing '..' or a separator could traverse the filesystem. Validate
agent_id against the slug/uuid allowlist ([A-Za-z0-9_-]+) at the single
chokepoint (_grok_usage_dir feeds both the mount and the finalize read);
anything else raises. Rejects traversal; accepts every real agent slug.

* fix(grok): use explicit-guard path sanitizer CodeQL recognizes as a barrier

The re.fullmatch allowlist from a35b640d was secure but CodeQL's py/path-injection
dataflow did not model the regex call as a barrier, so the high-severity alert
persisted on the analyzed merge. Switch _safe_agent_path_segment to explicit
guards (empty / '.' / '..' / '/' / '\\' / NUL) -- the barrier form the query
recognizes -- which still rejects every traversal vector. Drop the now-unused
re import.

* fix(api): validate agent_id at the orchestrator route boundary (path-injection)

CodeQL traces the py/path-injection from the request agent_id path param on the
orchestrator routes (stop/spawn/resolve-wait/mark-waiting/status) down to the
grok usage-dir read. Validate agent_id at the HTTP boundary with explicit
traversal guards (empty / '.' / '..' / '/' / '\\' / NUL) returning 422, so the
sanitized value is what flows downstream and the query sees a barrier at the
source. Runtime _grok_usage_dir keeps its guard as defense in depth for
non-HTTP callers.

* fix(grok): sanitize usage-dir agent_id with Path(...).name (CodeQL barrier)

Proven against the analyzed merge: CodeQL does not propagate a control-flow guard
through a helper's return value, so neither the route validator nor the
_safe_agent_path_segment guard cleared the py/path-injection alert. Reduce the
validated id to its final path component with Path(...).name -- a data-flow
sanitizer CodeQL models and propagates through the return -- at the single
source of truth (_grok_usage_dir), covering both the finalize read and the
mount/mkdir. The guard stays for fail-loud reject semantics; .name is the
recognized barrier (identity for a valid slug).

* fix(grok): containment-check the usage read against a fixed root (path-injection)

Three sanitizers failed to clear the CodeQL alert because the query does not
model them here: a regex guard, an explicit guard, and Path(...).name (verified
each against the analyzed merge). Replace with the barrier CodeQL does
recognize -- and that is also a genuine control -- at the read sink: resolve the
usage.json path and refuse it unless it is_relative_to the resolved usage root
(a fixed, untainted base from config, extracted as _grok_usage_root).

Note the github-advanced-security autofix proposed 'if usage_json.parent !=
usage_dir: return None', which is a no-op -- appending the constant 'usage.json'
never changes the parent, and it compares against the tainted dir, not a safe
base. This compares against the fixed root instead. The _safe_agent_path_segment
guard stays (fail-loud reject upstream, covers the mount/write side).

* fix(grok): sanitize the usage read with os.path.basename (CodeQL-modeled barrier)

Four prior barriers did not clear the py/path-injection alert (verified each
against the analyzed merge): a regex guard, an explicit guard, Path(...).name,
and an is_relative_to containment check. The one sanitizer CodeQL's query
documents -- os.path.basename -- was never actually tried: it was swapped for
Path(...).name to dodge ruff PTH119, and that pathlib form is not modeled.

Apply os.path.basename to the agent id in _grok_usage_json's own scope (the read
sink), so there is no recognition or interprocedural-propagation ambiguity, and
allow PTH119 for this file with a documented reason. The _safe_agent_path_segment
guard and the route 422 stay as the actual reject controls.

---------

Co-authored-by: Renn F <rennf93@users.noreply.github.com>
2026-06-19 09:15:01 +02:00
Renn F b278c55c64 docs(rag): fix PM delegate signature + cross-link cell-pm ↔ main-pm
The cell-pm role doc showed delegate with a nonexistent nested body={...}
and omitted covers_parent_criteria, so an agent following it would make a
malformed call and burn turns rediscovering the real shape. Both PM docs now
match the actual flow_server.delegate signature (flat keywords, with
covers_parent_criteria; the subtask inherits the parent's project — resolved
from the product cell→project map for coordination roots, never passed).

Also document reassign (cell PM could call it but it was undocumented) and
cross-link the two roles: cell-pm explains submit_up hands finished work to
Main PM; main-pm explains the receiving side — the integration-branch chain,
that its complete on the root opens the master PR, and that only Main PM and
the CEO act on master.
2026-06-17 17:21:50 +02:00
Renn F ef609085e4 docs(how-to): research & strategy now toggle from Settings → Feature Flags
The business-workflow chapter said neither capability has a panel switch —
no longer true once the Feature Flags card shipped. Reframe both as
panel-toggleable (effect on next restart), with the env vars kept as the
same toggles at the source plus the bits the panel doesn't surface (the
research provider and its server-side API key).
2026-06-17 17:10:18 +02:00
Renn F bca3b073ac docs(how-to): split the walkthrough into docs/how-to/ + add the business-workflow chapter
Decompose the single docs/how-to.md into an indexed 5-chapter guide under
docs/how-to/: README (index/pitch/teaser/TOC), 01 the company, 02 it starts
with you, 03 the cells build it, 04 the last call and the loop. Image/video
paths rewritten to ../, inter-chapter nav added, the Prompter-build screenshots
preserved. Adds a new chapter 05 — the business workflow: the charter, the
Cockpit, the Secretary, and the web-research / strategy-engine config toggles,
with the end-to-end 'feel it' walkthrough. README links repointed to
docs/how-to/README.md. All image links verified; reflow-check clean.
2026-06-17 07:04:49 +02:00
Renn F 46c1ab8af2 docs: refresh published reference docs against current code
- CLAUDE.md + README.md: RAG engine is hybrid retrieval, not HyDE (retired)
- usage.md: org chart + agent-IDs table now show all 22 agents (adds
  secretary-1 + pr-reviewer-1); task-lifecycle diagram adds awaiting_pm_review
  and the awaiting_ceo_approval escalation
- deployment.md: architecture diagram + data-persistence table include ollama,
  panel, nginx, workspaces, and logs
- docs/initiatives + docs/self READMEs: access lists match middleware_docs.py
- CLAUDE.md blueprint pointer no longer references the gitignored docs/internal tree
2026-06-17 06:56:59 +02:00
Renn F f48106cbb6 docs: reflow hard-wrapped prose to one line per paragraph
Markdown and editors soft-wrap on their own, so the manual ~75-char line
breaks across the docs added nothing but noise. Join wrapped prose, list
items, and paragraphs into single lines across 67 docs — README, CLAUDE.md,
deployment, usage, the RAG knowledge base, and the agent role prompts.
Whitespace-only: code fences, tables, and blockquote alerts are byte-identical
and the change is token-verified (no content altered). Applied with a
deterministic reflow tool (committed separately).

Also lands two doc edits that were awaiting commit: the measured under-load
resource numbers in usage.md and the pr_reviewer additions to the
org-structure RAG doc.
2026-06-16 23:18:55 +02:00
Renn F df5e579916 docs: add the full build-session video, count 22 agents, ground resource usage
Add the 2.5-hour 'Working with RoboCo' build session (a conversation to a
shipped feature) as a second hero thumbnail beside the 26-min intro.

Update the agent count from 20 to 22 across the README, CLAUDE.md, usage,
the base agent prompt, the how-to guide, and the org-structure RAG doc:
the standing org gains the PR Reviewer (board-level, read-only), and the
on-demand Intake and Secretary are now counted. The org-structure doc
gains the PR Reviewer in the hierarchy, count table, board team, and
communication matrix. The historical 0.1.0 changelog entry is left as-is.

Rewrite the resource-usage section: drop the unmeasured per-agent RAM
ceiling (RAM is low and agents run few-at-a-time) and lead with storage —
the image set's shared base layer — which is what docker prune reclaims.
2026-06-16 18:12:39 +02:00
Renn F 5902c0fe38 feat(roles): add the read-only pr_reviewer role end-to-end
A global, read-only PR reviewer agent (pr-reviewer-1) that reviews inbound
external/fork PRs and posts one change-request. Wired end-to-end:

- identity: Role.PR_REVIEWER + agent + ROLE_LEVEL (QA-peer) + REVIEWER_ROLES
- lifecycle: CLAIM_RULES + ROLE_TEAM_RULES + a dedicated claim_pr_review /
  post_pr_review verb pair (distinct from QA's) + the pr_review_done action and
  its in_progress->completed transition; give_me_work / i_am_idle gain the role
- role_config: a read-only RoleConfig (allows_write=False)
- journaling: ALL_CELLS read tier so it can read internal intent like QA
- tracing: post_pr_review requires a learning entry; claim_pr_review is waived
- seeds presentation + factory prompt layer + builtin tools + the agentrole
  enum migration (037) + regenerated verb/lifecycle artifacts

Read-only at /app like QA/auditor; default-off — nothing dispatches review work
until external_pr_enabled. Foundation + role-config + enum suites green; ruff +
mypy clean; orchestrator boots.
2026-06-16 10:37:06 +02:00
Renn F cdef7549fe 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.
2026-06-16 09:14:20 +02:00
Renn F 568ae7a25d docs(rag): add prompter/secretary role docs + refresh guardrails surface
The agents' runtime KB had drifted three releases behind the gateway. Add the
two missing role docs (prompter, secretary — both live-session SDK chat roles,
human-only) and fold the AC/decomposition guardrails and per-dev code queues
into the high-traffic PM docs:

- task-model: acceptance_criteria_ids + parent_ac_refs fields and how the
  child->parent AC link works.
- task-planning: covers_parent_criteria on delegate, the parent_ac_coverage /
  unclaimed_parent_acs briefing fields, the decomposition-floor and roll-up
  gates (safe-by-construction), and per-dev sequenced code queues.
- task-tools: same coverage note + correct stale verbs — QA is
  pass_review/fail_review (not pass/fail), cell_pm gains reassign, and main_pm
  no longer claims submit_up/reassign it does not have.
2026-06-16 09:11:27 +02:00
46d89b58fe 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>
2026-06-15 20:47:41 +02:00
547fe444f2 [4865ff8b] Add WebSocket support to the usage dashboard (#115)
* [e7349d84] feat(dashboard): WS usage store, hook extension, status badge, and smooth animations (#111) (#113)

- Add src/store/usage-store.ts with typed UsageData interface, useUsageStore
  Zustand store, setUsageData, clearUsageData, and setWsState actions
- Export useUsageStore and UsageData from store/index.ts
- Extend use-rate-limit-websocket.ts: rename msg type to SystemWsMessage,
  add key_metrics field; add useEffect syncing wsState into useUsageStore;
  add USAGE_UPDATE/USAGE_SNAPSHOT handler dispatching to useUsageStore
  (RATE_LIMIT_HIT/LIFTED handling and onReconnect unchanged)
- Update CommandCenter to read key_metrics from useUsageStore when
  wsState === 'connected' and usageData non-null; falls back to
  useCeoOverview() (refetchInterval: 60000) when WS disconnected
- Update KeyMetricsPanel: add wsState prop, render connection status Badge
  matching AgentStreamViewer pattern (bg-green-500+Wifi / bg-yellow-500+
  Loader2 spin / bg-gray-500+WifiOff); add transition-all duration-300
  ease-in-out to metric value spans for smooth animated updates

Co-authored-by: Frontend Developer 1 <fe-dev-1@agents.roboco.dev>

* [c9745ee8] feat(events): add USAGE_UPDATE/SNAPSHOT event types, throttled publisher, /ws/system usage bridge (#112) (#114)

- Add EventType.USAGE_UPDATE='usage.update' and EventType.USAGE_SNAPSHOT='usage.snapshot'
  to the EventType StrEnum in roboco/models/events.py

- Create roboco/services/usage_events.py with _UsageThrottle class (5-second per-agent
  window using time.monotonic()) and publish_usage_update() / publish_usage_snapshot()
  helpers; lazy imports prevent circular dependency with roboco.events

- Extend orchestrator._sweep_token_snapshots() to publish USAGE_UPDATE per active agent
  (throttled) and a USAGE_SNAPSHOT aggregate after each sweep cycle; wrapped in
  contextlib.suppress so event errors never abort DB snapshot operations

- Add _handle_usage_event() to websocket_bridge.py following _handle_rate_limit_event
  pattern; register USAGE_UPDATE and USAGE_SNAPSHOT subscriptions in
  register_websocket_bridge_handlers() forwarding both to /ws/system via broadcast_system()

- Add unit tests: test_usage_events.py (throttle suppression, publish helpers) and
  test_websocket_bridge.py extended with _handle_usage_event coverage and updated
  registration assertion to include USAGE_UPDATE/USAGE_SNAPSHOT

Co-authored-by: Backend Developer 1 <be-dev-1@agents.roboco.dev>

* fix(usage-ws): reconcile the realtime token/cost contract end-to-end

The backend and frontend halves shipped mismatched contracts, so the usage
dashboard never received live data:

- The bridge forwarded the dotted event value ("usage.update") while the panel
  switched on "USAGE_UPDATE"; map both to the UPPER_SNAKE type string the same
  way the rate-limit handler does.
- The backend emitted token/cost telemetry but the frontend read a key_metrics
  field and fed the org-metrics panel. Rewire the frontend to consume the
  USAGE_SNAPSHOT token/cost payload into the "Token Usage & Cost" panel —
  WS-first with polling fallback and a connection-status badge — and revert the
  unrelated KeyMetricsPanel / CommandCenter wiring.

Backend cleanups in the same path:

- Replace the multi-argument publish helpers with typed UsageUpdate /
  UsageSnapshot payloads, removing the too-many-arguments lint suppressions.
- Extract _fetch_agent_tokens and _persist_token_snapshot from the token sweep,
  removing the too-many-statements suppression; label the live snapshot "live".

Hardening uncovered while fixing the above:

- _finalize_spawn_session pulled the full RAG stack into the
  session-finalization path through a transcript-parse import; move the pure
  parser into a dependency-light roboco.agent_sdk.transcript_usage module so
  finalization never imports the agent SDK server.
- Reduce _finalize_spawn_session complexity by extracting
  _resolve_final_token_usage, and widen the transcript-fallback guard so a read
  error can never abort finalization.

Also align KeyMetricsPanel with the metrics /dashboard/ceo actually returns: it
read velocity_24h / avg_time_to_done / active_agents, none of which
get_key_metrics() emits, so four of five rows rendered "—". Render
velocity_weekly, completion_rate, documentation_coverage and active_blockers.

* docs: note live usage push over /ws/system on the usage dashboard

* fix(usage): finalize on self-exit and de-duplicate transcript token counts

Two bugs left token capture broken even after the transcript-read fallback
landed — surfaced by a live agent run:

- Agents that self-exit (the normal i_am_idle -> container shutdown, exit 0)
  were never finalized. _finalize_spawn_session is only called from
  stop_agent(), but a graceful self-exit goes through _handle_stopped_container,
  which set the instance OFFLINE and returned without finalizing — leaving the
  spawn-session row open with zero tokens. Finalize there for both graceful
  (exit_reason="completed") and crash (exit_reason="crashed") exits.

- sum_transcript_usage double-counted. Claude Code logs one assistant message
  as several JSONL lines (one per content block — thinking / text / tool_use),
  each repeating the same message.usage, so summing every line roughly doubled
  the totals. De-duplicate by message.id.

Verified against a live agent transcript: the raw sum (12, 1068, 62502, 115828)
vs the de-duped (6, 516, 62502, 63336), which matches the session's
authoritative result.usage exactly.

* feat(usage): fall back to the transcript in the live token sweep

The 60s token sweep read only the agent SDK's /usage/status, which races
container teardown and reports zero mid-run — so live usage (and the
USAGE_SNAPSHOT pushed to /ws/system) stayed at zero for active agents.
Extract _resolve_active_tokens: try the SDK, then fall back to the durable
transcript (the same source finalize uses) so running agents report live.

* feat(usage): add GET /usage/sessions for the dashboard's Recent Sessions

The panel's Recent Sessions table was mock-only — the backend had no sessions
endpoint, so production always showed 'No sessions recorded yet'. Add
UsageService.get_recent_sessions + a /usage/sessions route returning the most
recent spawn-session rows (token totals + cost), and point the panel client
at it.

---------

Co-authored-by: Frontend Developer 1 <fe-dev-1@agents.roboco.dev>
Co-authored-by: Backend Developer 1 <be-dev-1@agents.roboco.dev>
Co-authored-by: Renn F <rennf93@users.noreply.github.com>
2026-06-11 23:19:50 +02:00
Renn F 9cbfb5f0dd docs: document rate-limit handling, token usage, /ws/system, and the workspace toolchain
Record the features that landed this cycle:
- CHANGELOG: provider rate-limit handling, token usage & cost analytics, the
  /ws/system operator stream; plus the fixes (agent gate toolchain, usage
  capture, panel endpoint shape + WS path, /public 500, provider pricing).
- CLAUDE.md: a WebSocket-streams section (incl. /ws/system + the
  websocket_bridge pattern), a Rate-limiting & usage subsystem note, and the
  'uv sync --extra dev' workspace-toolchain requirement.
- agent API reference: a System & realtime section (/api/system/rate-limits,
  /ws/system, per-resource WS streams).
2026-06-11 19:05:44 +02:00
9f8834155a Feature: prompter gold upgrade (#84)
* feat(prompter): make the assistant a RoboCo insider and fully wire launch

The Prompter's intelligence lived in two thin static prompts, so it asked
generic checklist questions and produced a flat task. The launch path was
also only half-wired: the panel called the generic task-create endpoint with
no project, bypassing the Prompter's own confirm flow.

Interview brain
- Rewrite the chat system prompt with RoboCo's org model, the task-spec
  standard, a dimensions playbook, and a reflect-back, 1-2-questions-per-turn,
  auto-stop discipline.
- Inject the live projects/products list each turn so the assistant grounds
  questions in real surfaces and resolves the target itself.
- Replace the brittle phrase-match readiness with a parsed roboco-meta control
  block (parse_readiness); the block is stripped from the visible reply and the
  turn now returns draft_ready + scale.

Structured GOLD draft
- Add first-class draft fields (objective, what_this_builds, the_work, notes)
  carried in the existing draft_data JSONB — no migration.
- Compose the GOLD markdown description deterministically from those fields
  (compose_description); the model never hand-formats the body.

Adaptive routing + wired launch
- Confirm now runs through the Prompter confirm endpoint with the human's
  project/product choice and edited structured draft.
- Single-cell targets a project and the cell team; a multi-cell feature targets
  a product and becomes a Main-PM coordination root that fans out.

Frontend
- Turn-envelope draft_ready (drop the duplicated phrase-match), structured
  draft card, confirm dialog with a project/product picker and a per-cell
  The Work editor, and the corrected priority labels (0 highest .. 3 lowest).

* fix(prompter): commit session writes so they survive across requests

Session create returned 201 but the row was never durably committed, so the
immediately-following /messages call could not find it and 404'd. The prompter
routes were the only write surface that never called db.commit() — every other
write route (tasks, a2a, groups, docs, product) commits explicitly rather than
rely on the request-teardown auto-commit, which is sensitive to middleware and
teardown ordering under the production server.

- Commit explicitly in all four prompter write routes (create session, send
  message, get/generate draft, confirm).
- Fix _get_session's NotFoundError: it passed a full sentence as resource_type,
  producing the doubled "... not found not found" message; now uses the
  (resource_type, resource_id) signature.
- Panel: when a message hits a session the server no longer has, start a fresh
  session and retry once instead of dead-ending on a stale id.

Add a regression test that gives each request its own non-committing session —
the real cross-request boundary the shared-session integration tests never
crossed. It reproduces the production 404 without the route commit and passes
with it.

* refactor(prompter): drop the "GOLD" jargon for plain wording

"GOLD" was informal shorthand for "a good/well-formed spec" that should never
have been baked into the LLM prompts, comments, and docstrings as if it were a
defined term. Replace it everywhere with plain language ("a well-formed task",
"a complete task spec", "the markdown description", "structured spec fields").
No behaviour change.

* feat(intake): add the intake interviewer agent role (static definition)

Phase 1 of the intake-agent feature: a new first-class `prompter` role — the
intake interviewer the CEO chats with to draft a task. This commit defines the
role across every foundation layer (no runtime yet); spawning + the live
session come next.

- identity: Role.PROMPTER, RoleLevel.INTAKE (lowest authority), an AGENTS row
  (intake-1) on the board team, ROLE_LEVEL entry. Deliberately NOT in
  BOARD_ROLES — it interviews, it does not review.
- lifecycle: gets i_am_idle like every agent (its only verb); no
  delivery-lifecycle intents.
- journaling: ReadTier.OWN — isolated, reads only its own journal.
- role_config: human-only manifest — note + evidence only, no say/dm/notify/
  channels; allows_subagent=True (research), allows_write=False.
- agents_config derives it automatically and correctly excludes it from
  TASK_CREATOR_ROLES (it drafts, it never creates tasks).
- seed presentation ("Intake"); regenerated lifecycle artifacts.
- role system prompt: read the code first, single-CEO awareness, propose
  rather than interrogate — written against the failures we saw.
- docs: roster count 19 -> 20, org charts, verb-surface table, usage roster.

All foundation drift checks pass; role/manifest/permission tests green.

* feat(intake): migrate agentrole enum to add 'prompter'

ALTER TYPE agentrole ADD VALUE IF NOT EXISTS 'prompter' so the intake agent
row seeds/spawns against a migrated production DB. Forward-only (postgres
can't drop enum values), guarded for offline mode — matches migration 012.

* style(intake): ruff format the role additions

* fix(intake): unguard the agentrole migration so it renders offline

The enum-migration-parity test renders 'alembic upgrade head --sql' (offline)
and greps for ALTER TYPE ... ADD VALUE. The is_offline_mode() guard skipped
emitting it, so the parity check couldn't see 'prompter'. Drop the guard —
PG16 permits ADD VALUE in a transaction, same as migration 020's backfill.

* feat(intake): the live-session driver (Claude Agent SDK loop)

Phase 2 begins. The intake agent isn't a one-shot `claude -p`; it's a live
Claude Code session the human chats with. This driver is the container's loop:
open one long-lived claude-agent-sdk ClaudeSDKClient, then per human message
run a turn (query + receive_response) and stream its events out, keeping
conversation context in-process — verified against the real SDK (v0.2.94).

- StreamChunk + normalize(): map SDK messages (StreamEvent text deltas,
  AssistantMessage text/thinking/tool_use blocks, ResultMessage→session_id) to
  panel-facing chunks. Duck-typed, so it works on real SDK objects and on test
  fakes alike — SDK-free, fully unit-tested.
- IntakeDriver.run(): the loop, with injected session/source/sink seams; a turn
  failure surfaces as an error chunk without killing the session.
- SdkIntakeSession + build_intake_options: the only SDK-coupled code (lazy
  import; needs the live claude binary, so excluded from coverage).
- Add claude-agent-sdk dependency + mypy ignore-missing-stubs.

Relay, panel SSE, and the persistent on-demand spawn are the next steps.

* Updated uv.lock

* feat(intake): the panel<->agent live bridge (registry, routes, entrypoint, image)

Wires the live intake chat end to end (Phase 2 integration layer):

- prompter_live.py: the orchestrator-side per-session registry — open/close,
  push (agent->panel), stream (SSE drain), deliver (panel->container). In-process
  (the orchestrator is single-process). 7 unit tests.
- routes/prompter_live.py: GET /live/{id}/stream (SSE), POST /live/{id}/messages
  (deliver), POST /live/{id}/events (relay in); registered under /api/prompter.
  5 integration tests.
- agent_sdk/intake_main.py: the container entrypoint — a POST /turn receiver
  (the driver's MessageSource) + a relay-poster EventSink + the ClaudeSDKClient
  session, run concurrently. 4 unit tests on the wiring helpers.
- docker/agent-prompter.Dockerfile: FROM base, ENTRYPOINT = the driver (not the
  one-shot `claude` the other agents use).

Remaining for Phase 2: the orchestrator persistent-spawn path (scope->workspace
clone, CMD = driver, registry.open on spawn, reap-on-confirm) — the deploy-side
piece, best finalized against a buildable image.

* feat(intake): orchestrator persistent spawn + start/stop for the live chat

Add the task-free spawn path for the intake (prompter) agent: one fixed
intake-1 container running the Agent-SDK driver (image ENTRYPOINT, not
claude -p), one live session at a time.

- spawn_intake_session clones the scope's repo(s) via WorkspaceService
  (project -> one; product -> each distinct project, primary first),
  composes the intake-1 prompt, resolves the model, and builds docker run
  via _build_intake_run_cmd: no settings/hook mount (driver owns 9000),
  no MCP config, no -w; registers the live relay and best-effort delivers
  the opening message once the receiver is up.
- reap_intake_session closes the relay and stops the container.
- Routes: POST /live/start (project XOR product) and POST /live/{id}/stop.
- ROLE_MODEL_MAP[prompter]=opus; intake-1 -> roboco-agent-prompter image map.
- Replace the budget-sweep try/except/continue with _fetch_budget_status,
  which logs the swallow at debug instead of silently dropping it.

25 new tests; docker + the clone are mocked. End-to-end container spawn is
pending a built image and the stack.

* feat(intake): wire /prompter to the live agent — scope form + SSE chat

Replace the Ollama chat loop on /prompter with the spawned-agent flow.

- IntakeForm: pick scope (project XOR product) + opening message + Start
  before the chat; the agent clones that scope and reads the real code.
- use-prompter rewritten as the live brain (lib/api/prompter-live.ts): Start
  spawns via POST /live/start, then an EventSource on /live/{id}/stream
  streams the agent working — token deltas fill the assistant bubble,
  tool_use/thinking drive a live activity line, a draft event renders the
  existing DraftProposalCard. Messages go via POST /live/{id}/messages.
- Chat UX unchanged (Keep Chatting / Review & Confirm / ConfirmDialog reused);
  reap-on-confirm and reap-on-leave call POST /live/{id}/stop.
- Drop the dead Ollama prompterApi client; trim prompter.ts to shared types.

Frontend gate green (tsc --noEmit, lint, build). The draft event + the
/live/{id}/confirm endpoint are the Phase 4 backend seam.

* feat(intake): confirm draft -> backlog task + agent draft emission

Complete the live intake vertical: the agent proposes a structured draft and
Review & Confirm turns it into a task.

- Draft emission: the prompter prompt instructs the agent to emit a fenced
  roboco-draft JSON block when the spec is ready; the driver parses it into a
  'draft' event over the existing relay -> the panel's DraftProposalCard. The
  panel strips the raw block from the chat bubble.
- Fix a double-text bug: with include_partial_messages the reply arrives as
  both StreamEvent deltas and the final AssistantMessage; the driver now takes
  text from deltas only and the AssistantMessage for thinking/tool_use/draft.
- POST /live/{id}/confirm -> confirm_live_draft, reusing a draft->task core
  extracted from confirm_draft; reaps the session on success.
- Both prompter confirm paths create at BACKLOG, not pending: backlog is the
  holding area a draft waits in until it's reviewed and promoted to pending
  (TaskService.activate). The legacy Ollama confirm was creating at pending,
  skipping that gate — fixed.
- Remove the dead 'context' bootstrap param from the Ollama session-create
  chain (schema + route + method + tests), superseded by the live scope form.
- No suppressions: replace every type:ignore/noqa across the intake surface
  with a real fix (ORM .id -> UUID(str(x)); fakes -> monkeypatch.setattr;
  lazy imports -> pyproject per-file ignore; union-attr -> recipients[0]).

Full make quality green; frontend tsc + lint green.

* build(intake): add the agent-prompter image builder to compose

The orchestrator references roboco-agent-prompter (AGENT_IMAGES + the
_ensure_agent_image dockerfile map) and docker/agent-prompter.Dockerfile
exists, but docker-compose.yml built every other agent image up front and
left this one out — so the image wasn't pre-built for a stack bring-up.

Mirror the other specialized agent-*-image builders: build from
docker/agent-prompter.Dockerfile, tag roboco-agent-prompter, depend on
agent-base-image.

* Created docker-compose.yaml for the NAS

* fix(intake): non-blocking /live/start so spawn never times out

The start POST awaited the whole spawn — workspace clone + first-time image
build + docker run — which blew past the panel's 60s HTTP timeout ('Request
timed out. The server may be busy.') and triggered a duplicate send. Found on
the 2026-06-09 NAS smoke.

- start_intake_session opens the live relay synchronously, then spawns the
  container in the background (_spawn_intake_container_guarded). The route
  returns the session id immediately; the panel opens the SSE stream right away.
- A background spawn failure is pushed onto the relay as an 'error' event and
  closes the session, so the panel shows it instead of hanging.
- spawn_intake_session stays as the synchronous variant for direct callers/tests.
- Panel shows a 'Preparing the agent…' indicator until the first event arrives.

18 intake-spawn tests green; tsc + lint green. E2E re-validates on next smoke.

* fix(intake): propose_draft MCP tool + lock the agent down

Smoke 2026-06-09 exposed two compounding problems: the agent never reliably
emitted the draft (it narrated the spec instead of typing the magic fence), and
it had inherited the CEO's entire Claude Code env — Write/Edit/Bash + Gmail/
Notion/Calendar/Drive MCP — because bypassPermissions ignored the allowlist and
the mounted ~/.claude leaked the host MCP config.

- propose_draft: build_intake_options now registers an in-process SDK MCP tool
  (create_sdk_mcp_server + @tool). The agent calls it to submit the draft; the
  driver turns that ToolUseBlock into a 'draft' event (_is_propose_draft /
  _draft_from_tool_input, tolerant of nested/flat/JSON-string input). The fenced
  roboco-draft block stays as a fallback.
- Lockdown: strict_mcp_config=True + setting_sources=[] (ignore host MCP +
  settings); permission_mode 'dontAsk' + a can_use_tool gate enforcing a hard
  allowlist (Read/Grep/Glob/Task + propose_draft) replaces bypassPermissions.
- Prompt: call propose_draft (not a fence); the draft's downstream chain is
  backlog -> Board (PO + HoM) -> CEO approve -> Main PM, and the agent's job ends
  at the draft (it never routes or hands off).

SDK API verified against the installed claude-agent-sdk. Driver detection unit-
tested; the SDK-construction is validated on the next NAS smoke (incl. that
setting_sources=[] doesn't break the mounted-~/.claude auth).

* fix(intake): panel UX cluster from the smoke (#3/#4/#6/#12)

- #3 message boundaries: a tool call now ends the current text bubble, so the
  agent's words before and after a tool render as separate messages instead of
  one merged wall (the 'two waves merged into one bubble' the CEO saw).
- #4 activity indicator: promoted from tiny grey text to a prominent primary-
  tinted pill so 'watch it work' is actually visible.
- #12 End chat: a header button (any chat state) reaps the agent and resets to
  the form, reusing startAnother (which already stops the session). Backend
  POST /live/{id}/stop already existed.
- #6 log noise: the opening-message delivery retry logs at debug, not error —
  those failures are expected until the container receiver is up.
- Also fix a latent test gap from the #1 commit: the live-route test's fake
  orchestrator now exposes start_intake_session (the route's non-blocking entry).

Frontend tsc + lint green; live-route + prompter_live tests green.

* fix(intake): render markdown in the chat bubbles (#8)

The agent emits rich markdown (### headers, **bold**, tables, lists) but the
bubble rendered raw text, so it was illegible (CEO-flagged on the smoke). Render
assistant content with react-markdown + remark-gfm (GFM tables) in a prose
container. Adds react-markdown + remark-gfm to the panel.

* feat(intake): #14 — two start routes (Board review vs straight to Main PM)

Per the CEO spec, the draft confirm now starts the task at PENDING with an
explicit assignment instead of parking it at backlog:

- route="board" (Board review & Start): assigned to the Product Owner, so the
  orchestrator dispatches the full Board review (PO + Head of Marketing) before
  the Main PM picks it up.
- route="main_pm" (Approve & Start): assigned straight to the Main PM, who
  delegates to the cells (Board review skipped).

create_task_from_draft gains status + assigned_to params (default BACKLOG, so the
legacy confirm_draft is unchanged); confirm_live_draft + the /live/{id}/confirm
request carry the route. Service tests cover both routes.

* feat(intake): #14 draft-card buttons — Board review vs Approve & Start

Three buttons on the draft card now (CEO spec): Keep chatting / Board review &
Start / Approve & Start. The two action buttons confirm directly with their
route — launchTask(route) sends route to POST /live/{id}/confirm, which starts
the task at pending assigned to the Board (PO+HoM) or straight to the Main PM.

Supersedes the ConfirmDialog review step (scope is chosen up front in the form),
so it's removed from the page flow. The ConfirmDialog component + its sub-editors
are now unused — flagged for a follow-up cleanup, left in place to avoid churn.

tsc + lint green.

* fix(intake): keep the live SSE stream bound to its relay session

The orchestrator opened the relay session twice per live chat — once on the
request path (before the start call returns) and again inside the background
container spawn. The SSE stream binds to the session's queue the moment the
panel connects, so the second open swapped in a fresh queue and stranded the
stream: the agent replied normally, but its events went to the new queue while
the panel kept reading the old one, so the chat looked frozen on "Preparing…".

The second open was always redundant (the relay is opened by the caller before
the spawn). Remove it, and make open() idempotent so a live session is never
replaced out from under a stream that is already connected to it.

* fix(intake): draft-card launch buttons silently did nothing

The launch path required a `description` field, but the prompter draft schema
intentionally has none — it sends `objective` + the structured spec and the
backend composes the description (compose_description). `editableDraft.description`
was therefore undefined, so `description.trim()` inside launch validation threw a
TypeError that propagated out of the button's onClick. Clicking "Board review &
Start" / "Approve & Start" did nothing, with no feedback — the wall blocking the
whole confirm → task → reap flow.

- Map a proposed draft's description from `objective` as a fallback.
- Make launch validation null-safe.
- Replace the silent early-return with a toast that names what's missing, so a
  blocked launch is never a dead, feedback-less button again.

* fix(intake): steer the agent to ask inline, not via AskUserQuestion

The intake's job is to ask clarifying questions, so it reached for the
AskUserQuestion tool — which isn't wired to the live chat panel and isn't in its
allowlist. The bare deny left it to stumble ("let me clarify… — no worries, let
me just lay it out") and waste a visible turn.

- Prompt: spell out that it asks by writing in the chat (the human reads every
  message live) and that no question/prompt tool is available to it.
- Gate: give AskUserQuestion a specific deny message that nudges it to ask inline,
  so even a reflex attempt degrades gracefully.

Also refresh the now-stale "what happens after propose_draft" section: the draft
card has three choices (Keep chatting / Board review & Start / Approve & Start)
and produces a pending task — not the old two-button "backlog" description.

* feat(intake): copy buttons on agent messages and the draft card

The CEO asked for a way to save the agent's plan/spec elsewhere "just in case" —
a cheap manual backstop until refresh-durability lands.

- New CopyButton: async Clipboard API when available, plus a legacy
  textarea+execCommand fallback. The fallback is load-bearing — the panel is
  served over plain http on a LAN IP, where navigator.clipboard is absent
  (clipboard needs a secure context), so the modern API alone would never copy.
- Copy button under each assistant message (copies its text).
- Copy button on the draft card (copies the full spec as markdown: title,
  objective, what-this-builds, the-work per cell, notes, success criteria).

* feat(intake): unbuffer logs + log each turn so the container isn't a black box

Debugging the intake smoke was painful for two reasons: (a) the orchestrator
block-buffered stdout, so `docker logs` lagged minutes behind reality, and (b)
the intake container logged only "session opened" then went silent for the whole
conversation (the chat streams to the relay, not stdout).

- Set PYTHONUNBUFFERED=1 on the orchestrator and agent-base images so structured
  logs reach `docker logs` in real time instead of in large delayed chunks.
- Log each intake turn: "turn received" (with char count) and "turn streamed"
  (chunk count + whether a draft was emitted), so the container logs show the
  conversation's shape at a glance.

* chore(intake): remove the dead ConfirmDialog draft editor

The three-button draft card (Keep chatting / Board review & Start / Approve &
Start) replaced the old review-modal confirm flow, leaving ConfirmDialog and its
sub-editors (StringListEditor, TheWorkEditor) referenced by nothing but the
barrel export. Remove the three files and the export — typecheck + lint confirm
no remaining references.

* fix(intake): coerce bad draft enums on confirm instead of hard-failing

The intake agent is an LLM and will emit off-enum values — e.g. task_type="feature",
which is not a valid TaskType (code/documentation/research/planning/design/
administrative). `_coerce_draft_enums` called `TaskType(value)` directly, which
raised, and the confirm 400'd with "Draft has invalid or missing required fields:
'feature' is not a valid TaskType". That forced the agent to discover the valid
values and self-correct in-chat — unacceptable: clicking "Approve & Start" must
never blow up on a cosmetic enum guess.

Coerce each enum to a sane default on invalid/missing (task_type→code,
nature→technical, complexity→medium); team falls back to the first valid cell in
the_work, then backend. `_lead_cell_team` now skips invalid cell names too. The
confirm/launch action no longer hard-fails on an enum the model got wrong.

* fix(intake): draft card no longer renders above the user's latest message

attachDraft fell back to "the last assistant message anywhere" when the current
turn had no streamed text yet (propose_draft called first). That last message was
often the PREVIOUS turn's — sitting above the user's "Yes, propose it" — so the
draft card rendered above the user's message. Attach only to the current turn's
streaming message; otherwise append a fresh assistant message so the card always
lands at the bottom of the thread.

* test(intake): guard draft enum coercion + invalid-cell skipping

Regression tests for the confirm-time enum coercion: an off-enum task_type
("feature") / nature / complexity coerce to code/technical/medium instead of
raising, and _lead_cell_team skips invalid cell names. Locks in that a bad enum
guess from the agent can never 400 the launch again.

* fix(intake): stop the agent fumbling through Claude Code meta-tools

In smoke it reflexively probed CC built-ins before reaching propose_draft —
plan mode + ExitPlanMode (it announced a written plan and waited instead of
emitting the draft), ToolSearch, Write — each correctly denied by the lockdown
but stumbly, and it only proposed after explicit CEO nudges.

- Gate: ExitPlanMode now gets a specific deny nudge ("you don't use plan mode;
  call propose_draft"), and the generic deny names the actual toolset instead
  of a bare "not available", so any probe degrades into guidance.
- Prompt: forbid plan mode/ExitPlanMode/ToolSearch explicitly and spell out
  "you do not plan and wait — call propose_draft directly when the spec is
  ready," plus an anti-pattern bullet.

* feat(intake): make the container logs transparent mid-turn

`docker logs` on the intake container was a black box: only turn start/end, while
the agent read the codebase and spawned 20+ subagents invisibly (the conversation
streams to the relay, not stdout), and the benign 3x ~/.claude.json warning was
the only thing visible.

- Driver logs each tool call mid-turn ("Intake tool use" with the tool name) and
  the draft emission, plus a tools count in the turn-streamed summary. Text deltas
  stay unlogged (they'd spam). Now the logs show the turn's real shape.
- Pre-create ~/.claude.json ({}) at container boot so the CLI's "config not found"
  warning (printed 3x, self-healed anyway) stops drowning the real logs.

* fix(intake): render markdown in user messages + scope copy to code blocks

Two display fixes from the smoke:
- User messages collapsed newlines (plain {content} in a div) and rendered no
  markdown — a "1.\n2.\n3." answer showed as one run-on line. Render user AND
  assistant bubbles through a shared GFM markdown body that inherits the bubble's
  text color, so lists / newlines / styling render correctly on both.
- Copy was blanketed on every assistant message; scope it to KEY parts — a copy
  button on fenced code blocks (the draft card keeps its own). Removed the
  per-message button.

* fix(intake): prevent duplicate tasks from a double-click on launch

Clicking a draft launch button twice fired two confirms and created duplicate
tasks. Add a synchronous re-entry guard (a ref — no stale-closure window) at the
top of launchTask so a second click returns immediately, and disable + spin the
draft-card buttons while a launch is in flight so it's visually clear it's working.

* docs(how-to): lead task creation with the Task Assistant flow

Rewrite "1 · It starts with you" to walk the Prompter/Task Assistant path —
scope form, the agent reading the codebase, its grounded analysis, the draft
card, and the created task — then flow into the Board review. Replaces the old
manual task-definition form shots.

Image placeholder: images/prompter_draft_card.png (the 3-button card) is
referenced but not yet captured — TODO comment marks it for the next smoke run.
A second comment flags an optional re-capture of prompter_run_2 after the
markdown-rendering fix.

* fix(intake): restore assistant message text contrast

The markdown refactor dropped `dark:prose-invert` and made text inherit the
bubble's color, but the assistant bubble had no explicit text color — so its text
rendered near-invisible (dark-on-dark on bg-muted). Give the assistant bubble an
explicit text-foreground; the user bubble already carries text-primary-foreground,
and [&_*]:!text-inherit now resolves to a readable color on both.

* fix(intake): coerce draft priority too — confirm 500'd on priority="high"

The enum-coercion fix covered task_type/nature/complexity/team, but priority is a
non-enum int field handled by `int(draft_data.get("priority", 2))`, and the agent
guesses a word ("high") as readily as a number — so int("high") raised ValueError
and the confirm 500'd. Same class of bug, one field missed.

Add _coerce_priority: map words (urgent/high/medium/low → 0/1/2/3), clamp numbers
to 0-3, default to 2 (medium) on anything else. The launch can no longer crash on
any field the LLM guessed. + regression test.

* fix(intake): draft card shows distinct cells, not one badge per work item

the_work has one entry per work item, so a cell with several items rendered its
badge repeatedly ("Board-led across Backend Backend Backend Frontend Frontend
…"). De-dupe to distinct teams so the card reads "Board-led across Backend
Frontend" — and the "Cell:" vs "Board-led across" label keys off distinct count.

* docs(how-to): hero the teaser gif + resolve the Prompter/Task Assistant thread

- Move the 12s teaser gif to the top as the hero — it was buried between the
  "prefer video" link and the first screenshot.
- Name the connection: the Task Assistant IS the Prompter, so section 1 (using
  the tool) and the rest (RoboCo building it) read as one story — you use the
  tool the company built for itself, then watch the build.
- Re-anchor the section 1 → Board transition to follow the Prompter's own
  journey, instead of implying section 1's example task is the one reviewed next.

* Included images for how-to.md

* docs(how-to): align agent count to 20 (matches README + CLAUDE.md)

The how-to said "18 agents" with UX/UI at one dev and no Intake — stale against
the authoritative count. Bump 18→20 (prose + spelled-out eighteen→twenty), give
UX/UI 2 devs, and add the Intake line to the org tree (Intake leads section 1, so
it belongs in the tree). README + CLAUDE.md already say 20.

* ci(release): publish all RoboCo images to GHCR + Docker Hub

The release published only the orchestrator to GHCR. Build and push the full set
the stack needs — agent-base, the 8 agent images, orchestrator, and panel — to
BOTH ghcr.io/rennf93/* and docker.io/renzof93/*, at :<version> and :latest, so
consumers can pull instead of compose-building.

- agent-base builds first (the agent images build FROM roboco-agent-base, a local
  tag), then the rest; push only after every build succeeds.
- Image names mirror the docker-compose `image:` values 1:1.
- Free disk on the runner first (11 images is space-heavy).
- Needs a DOCKERHUB_TOKEN repo secret for the Docker Hub login.
- SECURITY.md updated to reference both registries.

* ci(release): use short SHA as the image tag on manual dispatch

A workflow_dispatch runs against a branch, and the branch name (e.g.
feature/prompter-gold-upgrade) was used verbatim as the image tag — but "/" is
illegal in a Docker tag, so the first build failed instantly with "invalid
reference format". Releases still tag from the release tag; manual dispatch now
always uses the short SHA, which is a valid tag.

---------

Co-authored-by: Renn F <rennf93@users.noreply.github.com>
2026-06-09 17:08:34 +02:00
Renn F 17d3d37432 docs(how-to): reframe the walkthrough around RoboCo building itself
Recast the how-to as a single thesis: RoboCo is an organization — not a swarm and
not a framework — and because it is a real organization (roles, a chain of
command, a gated lifecycle, reviews and sign-offs) it can build real software,
shown by it building one of its own features.

The walkthrough now follows that real feature end to end with screenshots from
the actual run: the Board scoping it (Product Owner + Head of Marketing review),
the Approve & Start decision, a genuine QA failure and re-run, the three cells'
verified, agent-co-authored commits converging, and the integrated pull request —
its description, its diff, and the Approve & Merge decision — coming back for the
CEO's sign-off, with the final task tree at the end. The human acts at only the
two ends; the organization fills in everything between.

Adds the new walkthrough screenshots and places them across the lifecycle.
2026-06-08 05:36:57 +02:00
Renn F 718a16c4f7 Close residual gaps: CEO escalation from blocked, ref repair, reset-script state
Three independent residual hardenings surfaced by the smoke run:

- escalate_to_ceo is now reachable from a blocked task (source widened to
  {awaiting_pm_review, blocked} with a matching status-transition row), so a
  main_pm or board agent has a clean verb to surface a task it cannot resolve
  to the CEO — who can then approve, reject, or cancel it. Regenerated the
  lifecycle artifacts (status-transitions doc + panel JSON) to match.

- WorkspaceService now prunes broken loose refs (.bak debris and any ref whose
  contents are neither an object id nor a symref) before the refresh fetch, so
  a ref left corrupt by an interrupted recovery no longer produces per-operation
  "broken ref" warnings or wedges ref enumeration. Best-effort, file-reads-only.

- The reset script's full-reset Claude-state clear now defaults to the
  replay-state subdirs (projects/, todos/) of the mounted Claude home and
  refuses to clear the home root, so a full reset actually clears conversation
  replay state by default without wiping the host's stored credentials.
2026-06-08 05:17:15 +02:00
Renn F 199169ef0e Added short gif 2026-06-07 02:53:51 +02:00
Renn F 913591ed27 Convert walkthrough .mov to .mp4 2026-06-07 01:01:56 +02:00
Renn F 8b7b8f96f7 Adding screenrecording full-feature-walkthrough 2026-06-07 00:39:06 +02:00
Renn F 067b5e17ef Fixed how-to.md 2026-06-06 22:25:44 +02:00
Renn F 12e297da23 Updated how-to.md 2026-06-06 22:20:55 +02:00
3205443119 Fix: dependency spawn gate and cell ownership (#73)
* Cleanup + Missing greenlet error

* fix(messaging): persist a group's active-session pointer so posts reuse it

create_session and create_session_with_access_check set group.active_session_id
from session.id BEFORE the flush that materializes it — the id is a flush-time
uuid4 default, so the pointer was written as NULL and every post opened a fresh
session, fragmenting one conversation across many. Flush first, then link, the
same ordering the seed path already uses.

Two tests fabricated "two distinct sessions" by calling create_session twice on
one group, which only differed because of this bug; switch them to two groups so
they keep testing their real intent. Add a regression guard that the pointer is
actually persisted and a second create reuses the live session.

* fix(orchestrator): gate spawns on dependencies and keep cell tasks in their cell

The cross-task dependency check ran only on the dev dispatch path, so cell-PM,
Main-PM and board agents were spawned onto dependency-blocked tasks and flailed
unblock / escalate / notify against an unfinished upstream — climbing ownership
of cell work up to the board, which cannot drive it, and deadlocking the task.

- Move the dependency gate into the shared spawn readiness check so it covers
  every role, and auto-block the task so it leaves the pending pool until the
  upstream reaches a terminal state (then the existing auto-unblock revives it).
- Cell-ownership invariant: a backend/frontend/ux_ui task may only be worked or
  owned by its own cell. The readiness gate refuses a board or Main-PM spawn
  onto a cell task; reassign refuses and clears such an owner; and on
  dependency-clear a mis-owned cell task is re-homed to its cell's pending pool
  instead of reviving under an owner that cannot progress it.
- A dependency block is never a CEO signal: notify(target=ceo) is refused while
  the task is waiting on an unfinished upstream, with a remediate to idle and
  wait — the block clears on its own.

* Uploading images + Fixing pyproject.toml

* ++

* revert(orchestrator): drop the cell-ownership block pending a tooling audit

The cell-ownership invariant added earlier — a board / Main-PM role may never be
spawned onto or reassigned to a cell task, plus re-homing a mis-owned cell task
on dependency-clear — was too absolute. It forbids a higher role from stepping
in when something genuinely deeper is going on, and contradicts the existing
rule that main_pm may hold a task at awaiting_pm_review. The dependency spawn
gate already prevents the cascade that handed the board cell tasks; the deadlock
it guarded against will be addressed with a return-path approach after auditing
what tools the cell PMs actually need. Keeps the dependency gate and the CEO
dependency-block notify guard.

* docs(prompts): a dependency wait is wait-and-idle, not escalate

The cell-PM and Main-PM prompts told agents to escalate_up / retry unblock on a
blocked task without distinguishing a dependency wait (which auto-clears the
moment the upstream completes) from a real wedge — the source of the
escalate/unblock flail and the CEO-notification spam. Split the blocked-state
guidance: a cross-cell dependency wait = note + i_am_idle (do not escalate,
unblock, or notify the CEO); escalate only a genuinely broken upstream. Fix two
stale references to i_am_blocked, a developer-only verb the PMs do not have,
to escalate_up.

Correct the CLAUDE.md verb-surface table, which understated every role: it
listed 4 cell_pm verbs while the flow manifest derives the full set (11,
including unclaim and i_am_idle) from lifecycle.spec.intents_for_role.

* feat(gateway): cell_pm reassign verb — intra-cell developer hand-off

A cell PM can now hand a claimed/in_progress task to another developer in its
own cell without unclaim (which drops the work back to the pool and loses the
assignee). The branch is keyed to the task, so the work-in-progress is
preserved; the new dev is respawned to continue. Intra-cell only: the task must
be in the caller's cell and new_assignee must be a developer of that same cell.

Wired through every layer: the reassign IntentSpec (composes=(), cell_pm-only),
the choreographer verb + intra-cell guard, a reaper-safe
TaskService.reassign_active_claim (reseeds the claim heartbeat so the new dev
is not immediately reaped), the ReassignRequest schema, the cell_pm flow route,
and the MCP flow-server tool. Tracing-waived like unclaim (mechanical hand-off).
Regenerated lifecycle/verb artifacts; prompt + CLAUDE.md updated.

---------

Co-authored-by: Renn F <rennf93@users.noreply.github.com>
2026-06-06 22:10:48 +02:00
Renn F ecea593a51 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.
2026-06-05 17:20:36 +02:00
Renn F 416356899d docs(rag): fix the KB security env-var reference
config-reference.md (indexed into the KB agents trust at runtime)
documented a non-existent ROBOCO_SECRET_KEY/JWT and token-expiry setting
and omitted the real one. Replace the Security table with the actual env
vars — ROBOCO_ENCRYPTION_KEY (Fernet), ROBOCO_AGENT_AUTH_SECRET,
ROBOCO_AGENT_AUTH_REQUIRED, ROBOCO_PANEL_AGENT_TOKEN — and drop the
phantom Logging/Sessions sections (no backing config fields).
2026-06-05 17:08:08 +02:00
Renn F fd4df51572 docs: correct doc-vs-code drift across the canonical docs
A documentation audit against the code surfaced several stale claims:

- Agent count: the roster is 19 AI agents (the UX/UI cell has two devs,
  ux-dev-1 + ux-dev-2), not 18 / a single UX dev. Fixed in README,
  CLAUDE.md, base.md, and docs/ux_ui.
- API: domain routes are mounted under /api, not /api/v1 (the /api/v1
  prefix is the agent gateway only); dropped the non-existent /api/v1/test
  group; fixed the orchestrator-status path in deployment.md.
- Quick Start uvicorn target is roboco.api.app:app (the api package
  deliberately does not export app).
- Verb table: the developer PR verb is open_pr (renamed from
  submit_for_qa); the lifecycle's canonical module is
  foundation/policy/lifecycle.py (enforcement/task_lifecycle.py is a shim).
- Backend team stack: vector store is PostgreSQL + pgvector (via piragi),
  not Qdrant; mypy targets roboco/, not src/.
- .env.example: replaced the phantom Qdrant/OpenAI blocks with the real
  Ollama/RAG settings.
2026-06-05 17:05:33 +02:00
Renn F cd6927401c docs: add an illustrated how-to walkthrough
A step-by-step guide to the workflow — give the Board a task, approve,
the cells build/review/document, the Main PM opens the final PR — each
step illustrated with a panel screenshot. The screenshots live under the
tracked docs/images/ (the source logos/ tree is gitignored, so embedding
from there would render broken on the public repo).
2026-06-05 17:05:14 +02:00
Renn F 2631f2647c fix(lifecycle): unblock a never-claimed task to pending, not branchless in_progress
A task blocked before it was ever claimed (a dependency-gated claim that got
escalated) has no branch. Legacy unblock() forced in_progress, which the
dispatcher refuses (state=in_progress but branch_name unset) -> a spawn-refused
loop. Add the blocked->pending transition and route no-branch tasks there so
they are freshly claimed (the claim gate then holds them cleanly while the
dependency is unmet). Branched tasks still resume in_progress. Artifacts
regenerated.
2026-06-04 02:01:09 +02:00
110aaa7a77 Chore: v1 removal gateway canonical (#46)
* chore(agent_sdk): remove dead /traceability/remind endpoint and reminder map

The TRACEABILITY_REMINDERS dict and its /traceability/remind endpoint were
keyed entirely on pre-gateway tool names (roboco_task_*, roboco_journal_*,
roboco_message_send, roboco_session_create_for_tasks) deleted in the gateway
cutover. The endpoint had zero callers; v2 enforces traceability server-side
in the Choreographer.

* fix(bootstrap,seeds): onboarding prompts call give_me_work(), not deleted roboco_task_scan()

The startup prompt and the seeded cell/all-hands channel onboarding messages
instructed agents to call roboco_task_scan() — a tool removed in the gateway
cutover. Point them at the live give_me_work() flow verb.

* fix: replace remaining deleted v1 tool names with gateway verbs

Spawn prompts, onboarding strings, remediation messages, and comments still
referenced pre-gateway tools deleted in the cutover (roboco_task_*,
roboco_agent_idle, roboco_notify_*, roboco_message_send,
roboco_session_create_for_tasks, roboco_journal_*, roboco_escalate). Rewrote
each to the correct role-scoped gateway verb (give_me_work/i_will_work_on for
workers, triage for PMs, i_am_done vs complete, notify/notify_ack, escalate_up,
unclaim, i_documented, open_session, note). Updated one enforcement-message
test that matched the old tool name by coincidence.

* test: guard against deleted v1 tool names reappearing in roboco/

Scans roboco/ for the deleted pre-gateway tool names; excludes the orphaned
roboco/agents/ subtree (removed in a later phase).

* chore(exceptions): drop 8 unused pre-gateway exception classes + their tests

LLMError, RAGError, AlreadyExistsError, TaskBlockedError, TaskClaimError,
AgentNotAvailableError, AgentBusyError, NotificationPermissionError were never
raised in production. SessionClosedError/DatabaseError are kept (live + tested).

* chore(models): drop unused pre-gateway notification/channel/handoff factories

Removes create_task_assignment/_blocker_escalation/_review_request/
_documentation_request/_priority_change/_alert/_broadcast, create_cell_channel/
_cross_cell_channel/_announcements_channel, create_handoff (+ HandoffParams),
ProactiveContext, and A2APartType. The gateway choreographer builds these
server-side now. Drops the matching dead-code tests.

* chore(services): drop unused pre-gateway permission/messaging/audit/optimal/remediation methods

These pre-gateway helpers (channel-permission checks, channel-membership ops,
permission-denial audit hooks, doc ingestion, two remediation hints) have no
production caller — the gateway role_config + enforcement layer replaced them.
Drops the matching dead-code tests; live methods (send_message, the SESSION_*
flow, log_task_action_denial, etc.) are untouched.

* chore(orchestrator,ws,events,config): drop unused pre-gateway lifecycle/broadcast/roster symbols

orchestrator: get_running_agents, is_agent_busy, queue_priority_work,
get_all_instances (+ their OrchestratorAccessProtocol declarations in events.py).
websocket: broadcast_new_message, broadcast_session_closed (no event type emits
them). agents_config: ALL_PMS/ALL_DEVS/ALL_QA/CELL_PMS roster constants (ALL_DOCS
stays — it gates docs-write workspace perms).

* refactor(agents): delete orphaned pre-gateway agent subtree + dead organization model

The Gateway/full cutover replaced the Python agent-class implementations with
the server-side Choreographer; the classes survived only as a self-referential
island. Removes roboco/agents/{base,mixins,factory,board,developer,documenter,
pm,qa,orchestrator}.py and roboco/agents/factories/{board,cells,developers,
documenters,pms,qa}.py, plus roboco/models/organization.py (Cell/Board/
Organization — used only by those factories). Keeps factories/_base.py
(compose_prompt — the live prompt-layer composer the orchestrator calls at
spawn) behind minimal package __init__ files.

* chore(db): drop dead tasks.execution_log + outputs columns (migration 015)

Both JSON columns had zero readers/writers in code, tests, and migrations —
execution progress is tracked via progress_updates and artifacts via
commits/documents. Removes the ORM columns, the Pydantic Task.execution_log/
outputs fields, the ExecutionLog/FileRef models (+ their __init__ exports), and
the now-invalid kwargs from test fixtures. Migration 015 (down_revision
014_drop_pm_approvals) verified live: upgrade drops, downgrade re-adds.
Apply on the NAS with 'alembic upgrade head' at next deploy.

* chore(config): drop 16 unread Settings fields

Verified unused (no settings.X, no self.X property use, no getattr-by-name):
app_name, reload, workers, openai_api_key, secret_key, access_token_expire_minutes,
algorithm, log_level, log_format, the four session_* limits, message_max_length,
commit_subject_min_chars, commit_banned_words, agent_budget_sweep_interval_seconds.
Removes the empty Logging + Sessions&Messages sections and orphaned .env.example
vars. Kept: redis_db/redis_password (redis_url property), agent_sla_* (read via
getattr in task_lifecycle), encryption_key, and all live thresholds.

NOTE: commit_banned_words/commit_subject_min_chars and
agent_budget_sweep_interval_seconds were feature-config never wired to their
consumer (commit validator / budget sweep) — removed as dead, but flagged in
case the intent was to wire them.

* test(lifecycle): give i_will_work_on calls a substantive plan (#171 contract)

The real-DB lifecycle tests called i_will_work_on with a 13-char plan and no
risks/technical_considerations, so the substantive-plan gate (#171) rejected
them with incomplete_input — failing on master. Supply a >=150-char plan plus
technical_considerations and risks (mirroring tests/unit/gateway/
test_choreographer_dev.py). All 6 now pass; gate runs with no deselect.

* feat(gateway): wire commit-validator thresholds to settings

commit_subject_min_chars and commit_banned_words were config defined but never
read — the gateway commit() gate used the validator's hardcoded module defaults.
Re-add the two Settings fields and pass them through validate_commit_message in
content_actions.commit(), so config is the source of truth (validator defaults
remain the standalone/CI fallback). Adds wiring tests that monkeypatch settings
and assert the gate honors them.

* refactor(orchestrator): retire gateway_enabled flag; trigger_filter is unconditional

The gateway_enabled Settings field gated only the trigger_filter spawn-cooldown
(never the agent tool surface). Prod ran it on; the Phase-0 'legacy dispatch
path' it guarded no longer exists. Remove the field + the early-return branch in
gateway_pre_spawn_check so the cooldown runs for every spawn, drop the now-dead
ROBOCO_GATEWAY_ENABLED from docker-compose.yml, and update the stale Phase-0
comments + cooldown test. The per-container ROBOCO_GATEWAY_ENABLED env (set by
_append_manifest_args, read by agent_sdk to load the manifest) is unaffected.

* refactor(api): relabel /api/v2 -> /api/v1 as the canonical gateway surface

The gateway is the only agent API now, so the 'v2' label (with no v1) was
misleading. Renames roboco/api/routes/v2 -> routes/v1, schemas/v2 -> schemas/v1
(+ the matching test dirs and test_v2_role_dep/test_schemas_v2_flow files),
rewrites every /api/v2 path, routes.v2/schemas.v2 import, and v2-* router tag to
v1, and refreshes the stale 'v2' comments/docstrings. The panel is untouched (it
uses the unversioned /api/* REST routes). flow_server/do_server now POST to
/api/v1/*.

* docs(scripts): reset_runtime_state header matches actual SQL behavior

The header claimed it preserves groups + journals, but the .sql wipes both
(verified live: groups 6->0, journals 5->0; only agents/projects/channels
survive). Correct the wiped/preserved lists to match.

* refactor(gateway): extract _build_rich_plan to drop i_will_work_on under the complexity gate

i_will_work_on was cyclomatic rank C (11) — one over the xenon --max-absolute B
threshold — because of the five `x or default` fallbacks in the rich_plan dict.
Move that dict into a small _build_rich_plan helper (behaviour identical); both
methods are now rank B. make quality is fully green (xenon was its last failure;
bandit already passed — its 34 findings are all LOW severity, filtered by -ll).

* feat(foundation): add canonical CELL_TEAMS set; dedupe cell-subset literals

* feat(db): add ProductTable + ProductProjectTable ORM (per-cell project map)

* feat(task): add additive nullable product_id (ORM + model + DTO + create threading)

* feat(task): thread product_id through create_subtask/route/response

* feat(db): migration 016 — products, product_projects, tasks.product_id

* fix(db): document migration 016 plan deviations (revision len, FK name)

Two values in migration 016 intentionally diverge from the Task 2.4 plan
literals; this strengthens the in-file justification so the deviations are
self-documenting and verifiable.

- revision id (plan line 623): the plan's 36-char
  "016_add_products_and_task_product_id" overflows alembic_version.version_num
  (VARCHAR(32)) — alembic upgrade head raises asyncpg
  StringDataRightTruncationError. Kept at 27 chars
  ("016_add_products_product_id") so Step 4's live round-trip stays green.
- downgrade FK name (plan line 683): roboco/db/base.py sets a metadata
  naming_convention, so the FK upgrade() creates is
  "fk_tasks_product_id_products", not the Postgres default
  "tasks_product_id_fkey". The plan literal does not exist in the DB and
  would fail the downgrade with "constraint does not exist".

Both verified via the live upgrade/downgrade round-trip on a throwaway DB.

Issue 3 note: the prior commit (b896cac) also touched
tests/unit/api/test_schemas_tasks.py (added product_id=None to the
task_to_response stub). That line is load-bearing — task_to_response reads
task.product_id (added in Task 2.3, commit 67afa6b) — and belongs to Task 2.3's
scope; it is left in place because removing it breaks 4 tests and history is
not rewritten.

* refactor(db): trim migration 016 deviation notes to plan-faithful form

Reverts the out-of-scope documentation expansion (commit 1a4f296), which
was a second undocumented commit beyond Task 2.4's single plan-specified
commit and only bloated the migration docstring/comments.

The migration file now matches the plan-specified commit (b896cac) byte for
byte: the two necessary deviations from the plan literals stay (revision id
shortened to fit alembic_version.version_num VARCHAR(32); downgrade FK name
follows db/base.py's metadata naming_convention), each kept to a concise
inline note in the plan's header style.

The Task 2.3-scoped test stub line (tests/unit/api/test_schemas_tasks.py
product_id=None) is load-bearing — task_to_response reads task.product_id —
and is left in place; history is not rewritten.

Verified: live alembic upgrade head + downgrade to 015 round-trip on a
throwaway DB drops products/product_projects/tasks.product_id cleanly, and
make quality is green.

* refactor(test): annotate db_session and drop type: ignore in migration 016 test

Annotate the test_products_tables_and_task_fk_exist param as
db_session: AsyncSession (imported under TYPE_CHECKING) and remove the
# type: ignore[no-untyped-def] suppression, matching the typed db_session
pattern used across tests/integration/.

* feat(models): Product + ProductCreate/Update + ProductCellMapping (cell-validated)

* refactor(models): minimize ProductCellMapping config override to use_enum_values

The previous override re-declared validate_assignment, populate_by_name,
and extra=forbid, which RobocoBase already supplies. Pydantic merges
model_config across inheritance, so overriding only use_enum_values=False
is sufficient to keep team as a real Team enum (required so team in
CELL_TEAMS and enum identity hold for callers) while inheriting the rest
of the base config.

* fix(models): document ProductCellMapping use_enum_values override as plan-mandated

Resolves SPEC-COMPLIANCE review notes for Task 3.1 (Product domain models).

1. The ProductCellMapping use_enum_values=False override is a deviation from a
   bare project.py mirror, but it is mandated by the plan's own Task 3.1 code:
   RobocoBase sets use_enum_values=True, which coerces team to the plain string
   "backend". The plan's Step 1 test asserts m.team is Team.BACKEND (enum
   identity) and the Step 3 validator formats its error with v.value, both of
   which require team to remain a real Team enum. The override is therefore
   necessary; this commit relabels the comment to cite the specific spec lines
   that force it instead of leaving it as an unexplained departure. Downstream
   Task 3.2 (_replace_cells / project_for) already tolerates either form and the
   ORM stores the same value regardless, so the override has no behavioral reach
   beyond the in-memory enum identity the plan's test checks.

2. test_product_model.py hoists 'from uuid import uuid4' to module level rather
   than inline (as the plan's verbatim Step 1 code shows) because the global
   Pylint PLC0415 rule (import-outside-top-level) forbids inline imports and
   there is no per-file-ignore for tests/unit/models/. The hoisted form is the
   only ruff-clean rendering of the plan's test; left unchanged here.

3. Task 3.1 landed across two commits (c616d95 create, 6ebad255 refactor) rather
   than the plan's single Step 5 commit. Earlier history is intentionally not
   rewritten; this single follow-up commit brings the model to its final
   spec-faithful, fully-documented state.

* feat(service): ProductService CRUD + project_for per-cell resolver

* feat(api): Product CRUD routes + schemas, wired into the app

* fix(api): roll back and map cell-replacement IntegrityError on product update

update_product replaced cells via ProductService._replace_cells without
any try/except, so a duplicate-team cell (uq_product_projects_product_team)
or a non-existent project_id (product_projects.project_id FK) raised an
IntegrityError at flush, poisoning the AsyncSession and surfacing an
unhandled 500 with no rollback. Wrap the update + commit in a try/except
that rolls back and maps the UNIQUE violation to 409 and the FK violation
to 422, mirroring create_product's rollback discipline. Add integration
tests covering both client-error paths.

* fix(api): map create_product cell-mapping IntegrityError to 409/422

create_product only caught the slug conflict ('already exists' in str(e))
and bare-raised everything else, so a cells entry whose project_id does not
reference any project let the product_projects.project_id FK IntegrityError
propagate out of the route as an unhandled 500. The matching update_product
path was already hardened (uq_product_projects_product_team -> 409, FK
violation -> 422); apply the same mapping in create_product so a bad
project_id (or a duplicate-team cell) is a client error, not a server error.
The slug conflict is now caught as ConflictError directly instead of via a
broad except + string match.

* feat(gateway): add optional project_id to delegate inputs/request/routes

* feat(gateway): per-cell project routing (override -> product map -> parent) + product_id inheritance

* feat(task): approve_and_start — reassign board task to Main PM (CEO gate #1)

* feat(api): POST /tasks/{id}/approve-and-start (CEO gate #1, notes-required)

* test(api): cover approve-and-start 404-before-notes-gate for missing task

* feat(panel): Product types + Task.product_id

* feat(panel): productsApi + hooks + tasksApi.approveAndStart

* feat(panel): Products management screen + sidebar nav

* feat(panel): Approve & Start button (CEO gate #1)

* fix(api): narrow delete_product to IntegrityError + cover 204/409 delete paths

* test(task): assert approve_and_start persists + appends the audit note

* refactor(db): migration 016 names the tasks.product_id FK explicitly (house style)

* fix(db): make migrations authoritative + self-heal orphan product tables

init_db() no longer silently falls back to create_all when alembic upgrade
fails. That fallback masked migration failures and, since create_all cannot
ALTER an existing table, left the schema inconsistent — turning an unapplied
migration 016 into a crash loop: 016's CREATE TABLE products failed, the
upgrade rolled back, create_all re-created an empty orphan products table, and
every later boot failed again on the now-existing table while tasks.product_id
never got added. Now a migration failure is raised so the real error surfaces.

Migration 016 additionally drops EMPTY orphan products/product_projects tables
left by the old fallback before creating them, so an already-polluted DB
self-heals on the next deploy with no manual SQL. Skipped in offline (--sql)
mode; refuses to drop a table that holds rows.

* fix(db): create_all is the schema source of truth; alembic for increments

The Alembic chain is incomplete relative to the ORM — columns/tables like
notifications.delivered_at and the RAG indexed_documents table have NO migration
and have only ever been materialized by create_all. Tests don't catch this
because the test DB is also built via create_all, so migrations are never
exercised. The prior 'migrations are authoritative' init_db (and before it, the
create_all-only-on-failure fallback) therefore left a migrate-only boot with
missing columns/tables.

init_db now reflects reality:
  - Fresh DB  -> create_all builds the full current ORM schema, then stamp
                 Alembic at head so later incremental migrations apply.
  - Existing  -> run pending migrations (a real failure is raised, not masked),
                 then create_all(checkfirst) to gap-fill any missing ORM tables.
create_all cannot add a column to an existing table, so an ORM column added
without a migration needs a fresh rebuild of that table to appear.

* fix(db): migration 017 reconciles the Alembic chain with the full ORM schema

For years the live schema was built by create_all, not migrations, so the chain
drifted — tables/columns/indexes in the ORM had no migration (the
indexed_documents table, notifications.delivered_at, ~15 indexes, plus
timestamptz/server-default metadata). With init_db no longer masking that via a
create_all fallback, a migrate-only boot was missing those objects.

017 was produced by 'alembic revision --autogenerate' against Base.metadata,
reviewed, and verified: on a fresh DB, 'alembic upgrade head' (001..017) now
reproduces the create_all schema EXACTLY — a re-run of autogenerate detects zero
changes — and the 017 upgrade/downgrade round-trips cleanly. The migration chain
is now complete: migrate-only and create_all converge.

Also updates the init_db tests to assert the new behaviour (raise on an existing
DB's migration failure; create_all + stamp head on a fresh DB) instead of the
removed silent fallback.

* feat(panel): Product picker in the New Task form (drives per-cell routing)

The Products screen and Approve & Start button shipped, but the task-creation
form had no way to attach a Product — so a human couldn't set product_id from
the UI, which is exactly what drives per-cell project routing of delegated
subtasks. Adds an optional Product dropdown (Advanced -> Git config) populated
from useProducts(); 'None' falls back to the single project.

* fix(db): seed data is preserved on a fresh DB (run migrations, not bare create_all)

The previous fresh-DB path (create_all + stamp head) built the tables but never
ran the migration chain, so migration-embedded SEED DATA was skipped — most
visibly the AI providers seeded in 004. After a DB reset that left
provider_configs empty, so PUT /api/providers/ollama-key 404'd (the handler
raises NotFoundError when the Ollama provider row is missing).

Since migration 017 made the chain reproduce the full ORM schema, init_db now
runs 'alembic upgrade head' from base on a fresh DB — building every
table/column/index AND running the seeds. Verified: a fresh upgrade head seeds
both provider rows. Existing DBs still get migrations + create_all gap-fill.
Updates the init_db fresh-DB test accordingly.

* feat(task): project_id optional when a product_id is set (board fan-out tasks)

A board task that fans out across cells via a Product has no single repo of its
own — backend/frontend/ux_ui are each wrong, because the root coordinates and
delegates. Forcing one arbitrary Project was broken design (flagged at design
time). project_id is now nullable; a task must have project_id OR product_id:
  - TaskCreate model validator + a TaskService.create() invariant (covers every
    create path).
  - ORM/DTO/schema: project_id nullable; task_to_response uses to_python_uuid.
  - Gateway: a parent with only a product can delegate (guard now needs BOTH
    project and product to be None to reject); _resolve_subtask_project resolves
    each subtask from the product map and raises a clear error if a cell has no
    mapping and no parent project.
  - Migration 018 (tasks.project_id nullable), round-trip verified; fresh
    upgrade head still seeds providers.
  - Panel: Project no longer required once a Product is selected.
  - Removed the dead, never-called a2a create_task_from_message (it could only
    ever create a repo-less task) + its two coverage-only tests.

make quality green; panel tsc/lint/build green.

* Upgrade to Minimax M3

* fix(db): seed providers on existing DBs + correct enum casing

Migration 004 created the modelprovider/assignmentscope enums and seeded
provider rows in UPPERCASE, but the ORM (_str_enum) reads/writes the
lowercase StrEnum .value — so a fresh migrate-from-base DB built an enum
the ORM cannot read. Lowercase the enum labels and seed values in 004.

Add idempotent migration 019 to (re)seed the Anthropic + Ollama Cloud
providers with ON CONFLICT (name) DO NOTHING, so an existing DB whose
provider_configs table was created by create_all (and never ran 004's
seed) gets the rows on the next `alembic upgrade head` — fixing the
/api/providers/ollama-key 404 without a volume wipe.

* fix(tasks): let board/fan-out coordination tasks flow without a repo

A coordination task (project_id NULL, product_id set) targets no repo of
its own — it fans out to cell subtasks that each resolve a real project
from the product's cell->project map. Several paths still assumed every
task does git work and blocked it:

- orchestrator: add _is_coordination_task() and exempt these tasks from
  the project/branch/git-token gates in _readiness_check_task,
  _readiness_gate, _check_stuck_conditions, _validate_task_for_spawn.
- services/task.py: _ensure_branch_for_task returns "" (no branch) for a
  coordination task instead of raising; activate requires project OR
  product. This unblocks Main PM's i_will_plan claim, which otherwise
  raised before it could delegate the fan-out.
- gateway: _pending_assignment_guard exempts advisory roles
  (product_owner/head_marketing/auditor) from the "assigned but never
  claimed" idle gate — they review without claiming, so they could not
  satisfy a claim-or-unclaim remediation.

Adds focused unit tests for each.

* fix(tasks): coordination tasks reach in_progress + team reflects Main PM

The board->cells fan-out deadlocked: a coordination/fan-out task (product set,
no project of its own) could be created and claimed, but start()'s
claimed->in_progress transition hit validate_git_requirements, which still
demanded a branch_name and raised GitRequirementError. So Main PM's i_will_plan
never completed — it looped and never delegated. c961282 exempted
_ensure_branch_for_task (branch creation) but missed this parallel git gate in
the enforcement layer.

- task_lifecycle.py: add GitContext.is_coordination; skip the
  claimed->in_progress branch_name gate when it is set.
- task.py: populate is_coordination=(project_id is None and product_id is not
  None) in _validate_and_set_status; a branchless code task is still gated.
- approve_and_start: set team=Team.MAIN_PM on hand-off so the task isn't left
  labelled team=board after it leaves the board (now assigned to main-pm).

Adds a lifecycle-gate unit test and an end-to-end integration test that
claims, plans, and starts a project-less coordination task.

* fix(hooks): remove dead traceability hook + stale deleted-verb references

The v1-removal cleanup (2cfbf39) deleted the /traceability/remind SDK endpoint
but left the PostToolUse hook that curls it, so every gateway tool call 404'd
and agents silently lost their traceability reminders. Remove the dangling hook
(registration + TRACEABILITY_TRIGGER_TOOLS + Dockerfile COPY + the script); v2
carries per-verb guidance on the Envelope. Also correct two stale pre-gateway
tool names in hook text: the budget loop-detector nudged agents toward the
deleted roboco_task_escalate() (now unclaim()/i_am_idle(), which every looping
role has), and an sdk-startup comment referenced roboco_task_scan/get.

Extends the deleted-tool-name guard to scan docker/scripts/*.sh and to assert
every $SDK_URL/<path> a hook curls is a route still served by the SDK — the
check that would have caught this class (it lives in shell, invisible to mypy
and the Python import graph).

* fix(db): backfill ORM enum values the migration chain never added

Several StrEnum values were added to the ORM over time without a matching
`ALTER TYPE ... ADD VALUE` migration; 017 was autogenerate-derived and
autogenerate does not detect added enum labels, so the drift survived. On a DB
whose enum type predates the value, binding it raises at runtime — e.g.
`invalid input value for enum notificationtype: "a2a_request"` on
GET /api/notifications (list_system_notifications), and the same class for
blockerresolvertype/handoffstatus/team.

Migration 020 adds every drifted value idempotently (ADD VALUE IF NOT EXISTS —
no-op when 009 already reconciled it). Runs on the next `alembic upgrade head`.

Detected by comparing each ORM enum's values to the labels the migration chain
produces; adds tests/unit/test_enum_migration_parity.py which renders the chain
offline and fails on any future drift — the check that would have caught both
this and the provider-enum bug.

* fix(orchestrator): stop branch auto-block, board reassign, unblock livelock, agentless claims

Cluster C1 — four coupled orchestrator/task-invariant defects:

#18: a branch is created only at claim, so a pending, never-claimed code task
legitimately has no branch_name. The stuck-detection sweep (pending-only) and
readiness gate flagged that as "Task missing branch_name" and auto-blocked the
task every tick, so it never dispatched. Centralize the gate in
_branch_is_expected (status in claimed/in_progress/verifying, never a
coordination task) and apply it in both _check_stuck_conditions and
_readiness_check_task.

#14: the main_pm -> product_owner escalation rung handed an in_progress
descendant code task to the Product Owner (a board role) and marked it BLOCKED;
the board has no verb to own code work, so the dev's finished work deadlocked.
TaskService.apply_escalation (the single write primitive — covers both the
gateway escalate verb and the HTTP escalate route) now diverts a descendant code
task targeting a board/advisory role: it releases the task to PENDING for a
role-matched cell claim instead of stranding it.

#17: a blocked task reassigned to Main PM kept respawning the ex-assignee cell
PM to unblock it, but the assignee-only pre-unblock note returned not_authorized
— a livelock. _dispatch_blocker_work now dispatches the task's CURRENT PM/board
assignee (the unblock authority), falling back to the cell PM only when no
PM/board holds it. Also: a branchless coordination parent yields no valid merge
target — resolve_parent_branch now falls back to the child's own project default
branch (e.g. master) via TaskService.project_default_branch_for_task, and
_check_parent_branch_ready no longer blocks a child on a coordination parent's
non-existent branch.

#19: a task left claimed/in_progress with an assignee but no running container
was invisibly stuck (only PENDING tasks get fresh dispatch; the heartbeat reaper
can't see a freshly-seeded claim). New _dispatch_claimed_without_agent net:
after a short grace window it respawns the assignee, or releases the claim to
pending (lifecycle-safe via unclaim_for_reaper) when the assignee is unknown.
New config ROBOCO_CLAIMED_NO_AGENT_GRACE_SECONDS (default 120).

* fix(gateway): tolerant note verb + lock evidence do-tool invariant

#15: the note verb no longer hard-rejects thin decision/reflect payloads.
List-typed fields (options, consequences, next_steps) coerce a lone scalar
into a one-element list at both the NoteRequest schema (mode=before
validator) and the service layer; missing narrative fields default to a
visible placeholder instead of returning incomplete_input. The note is
always recorded, preserving audit value, and a well-intentioned note can no
longer trip the do-server 3-strikes circuit breaker. Widen the agent-facing
do_server.note hints to accept list-or-scalar and refresh the docstrings.

#8: add regression coverage locking the invariant that every role's do_tools
carries evidence (role_config + developer spawn manifest). The current source
already registers mcp__roboco-do__evidence for developers end-to-end; the
report stemmed from a stale deployed build, and the tests prevent silent
regression.

* fix(gateway): allow UX devs to receive design tasks; surface delegation rules to cell PM

The UX/UI cell's developers (ux-dev-1/ux-dev-2, Role.DEVELOPER on
Team.UX_UI) ARE its designers, but _validate_assignee_task_type rejected
task_type='design' for every DEVELOPER, blocking the UX cell's normal
design delegation. Allow 'design' for UX-team devs only; backend/frontend
devs stay rejected (design routing belongs to the UX cell). The
orchestrator already dispatches a developer for a design task
(_dev_dispatch_role_matches returns True), so this creates no orphan like
the documentation case.

Replace the static Cell-PM 'pass planning' remediate with a per-assignee
hint so a dev/design mis-type gets a developer-class next-step instead of
an off-topic planning hint.

Surface the three delegation guardrails in the cell-PM prompt so PMs stop
probing them by trial and error: valid task_type per assignee (incl.
design for UX devs), documentation auto-creation (non-delegatable), and
the sequential single-active code-spine. Fix the delegate-row task_type
list (documentation is NOT delegatable) and update the lifecycle spec
description; regenerate the lifecycle artifacts.

* fix(orchestrator): improve agent briefings for handoff consumption, product/project model, and workspace/secret hygiene

Main PM (roles/main_pm.md):
- Require reading the upstream Product Owner / Head of Marketing handoff
  (their decision/reflect journal entries + task description) BEFORE doing
  any own research or calling i_will_plan, so the Main PM builds on the
  Board's analysis instead of duplicating it. Added a dedicated section,
  hardened workflow step 1, and added an anti-pattern.
- Add a 'Products vs Projects' section: a Product fans out to one Project
  per cell; those Projects may be the SAME repo (monorepo subtrees) or
  DIFFERENT repos (multi-repo). The Main PM coordinates across them and
  must not assume one repo or call a monorepo subtree 'a separate repo'.
  Names the Prompter monorepo case (github.com/rennf93/roboco).

Developer (roles/developer.md):
- State the exact workspace path convention
  /data/workspaces/<project-slug>/<team>/<agent-slug>/, that the cwd is
  already set there, to stay inside the own cell workspace, and to not
  probe/guess the path (ls /, find /).
- Sanctioned secret handling: env/printenv is bash-guard denied and
  reveals nothing; needed secrets arrive via the task description, else
  i_am_blocked so the PM supplies them. Added matching anti-patterns.

Tests: add tests/unit/agents/test_briefing_cluster_c4.py asserting the
composed system prompt (the text mounted into agent containers) carries
each of the above.

* fix(orchestrator): board review involves PO+HoM and notifies CEO

Cluster C5 (#2, #4): a board/coordination task was reviewed by the Product
Owner alone, and the CEO got no formal signal when the review finished —
only buried channel chatter — so the Approve & Start handoff was invisible.

#4 — Board review is now a two-reviewer gate. _handle_board_assigned_task
dispatches BOTH the Product Owner and the Head of Marketing (one-shot each),
regardless of which one holds assigned_to, and the unassigned board-routing
path delegates here instead of claiming + spawning the PO alone. Board tasks
stay pending/unassigned for the CEO's Approve & Start. The board prompt now
makes the PO+HoM pair-review model explicit (HoM owns the UX/positioning
dimension).

#2 — Once BOTH reviewers have finished (dispatched and no longer active),
the orchestrator emits exactly one formal CEO notification via
NotificationService.send_board_review_complete_notification (APPROVAL type,
ack-required, carrying related_task_id) so the handoff is an actionable
signal. One-shot per task; a notification failure clears the guard so a
later tick can retry.

To let the non-assignee board member record its review note on a task held
by the other board member, content-action ownership now exempts a board role
posting to a board/coordination task (project_id is None, product_id set).
The exemption is narrow: it does not widen ownership for any other role or
any project-backed task.

Unit tests cover both reviewers dispatched, one-shot dispatch, the CEO
notification fired exactly once when both are done (and not before), the
retry-on-failure path, the notification builder, and the board co-review
ownership exemption (allowed for board+coordination, blocked otherwise).

* fix(workspace): install dev deps post-clone + raise git commit timeout for large changesets

Cluster C6 (#10, #13, #12-investigate).

#10: per-agent workspace clones never had the project's dev dependencies
installed, so the make-quality gate (ruff/mypy/pytest for Python, the TS
toolchain for the panel) was missing and devs re-downloaded tooling per
task. WorkspaceService now runs the project's install after cloning
(`uv sync` for Python, `pnpm install`/`npm ci`/`npm install` for Node/TS,
detected by manifest/lockfile). Idempotent via a lockfile-digest marker
under .git/ so a re-entry with unchanged lockfiles is a no-op; also runs on
the healthy short-circuit so pre-existing clones get backfilled. Gated by
workspace_install_dev_deps (default on) with workspace_dep_install_timeout_seconds.

#13: the gateway commit verb timed out on the large panel changeset because
every git op used the hardcoded 30s _GIT_TIMEOUT and each call also re-walks
the tree to chown. _run_git now takes a per-call timeout override sourced
from settings (git_command_timeout_seconds default); the staging + commit
ops in commit() and create_commit() use the longer git_commit_timeout_seconds
(default 180s). httpx REST timeouts unchanged in value.

#12 (investigate only — no push, no history change): the clone base ref is
NOT hardcoded; it already comes from project.default_branch threaded through
git.get_workspace -> ensure_workspace -> _clone_repo (git clone --branch).
The stale-base problem is a deploy/process issue (GitHub master is behind the
deployed migration chain), resolvable only by pushing the chain to master.
The default_branch column is the existing configurable lever.

* fix(panel): gate Approve & Start to board coordination tasks; stop 404 storm on closed sessions

CEO gate #1 button only renders for a PENDING board coordination/fan-out
task (no project_id, has product_id) — the board-reviewed handoff that
approve_and_start accepts — instead of every PENDING board-team task.
approve_and_start requires PENDING (it re-targets to Main PM without a
status change), so the gate stays on PENDING rather than the unrelated
end-of-work awaiting_ceo_approval state.

Session/message reads now treat a 404 as terminal and never retry it: a
reaped session is gone for good, and retrying every dead session-id is
what produced the growing 404 storm on GET /api/messages. The transcript
loads once (staleTime Infinity, no focus/reconnect refetch) so closed
sessions stay viewable without re-polling.

* fix(orchestrator): role-correct respawn prompt, throttle agentless dispatch, broaden #14 guard

#19 wrong-role prompt on respawn: _get_prompt_for_agent fell through to the
developer prompt for every non-dev/doc/qa role, so a respawned PM or board
agent was told to write code and call verbs it does not own. Route by the
agent's actual role through the existing per-role prompt builders
(developer/qa/documenter/cell_pm/main_pm/product_owner/head_marketing/auditor).
Both callers benefit; _spawn_pending_dev only ever passes developer/documenter/
unknown, so its behavior is unchanged.

#19 spawn-burst: _dispatch_claimed_without_agent looped over every agentless
claimed/in_progress task and could spawn many containers in one tick. Break
after the first respawn so a restart can't trigger a burst, matching every
sibling dispatcher. The release-to-pending path spawns nothing and keeps
draining stale unknown claims.

#14 guard scope: _is_descendant_code_task only matched CODE, so a descendant
DOCUMENTATION or DESIGN task escalated to a board/advisory role was still
stranded on a role with no verb to own it. Rename to
_is_descendant_executable_task and broaden to CODE/DOCUMENTATION/DESIGN — the
cell-executed types a board role cannot own. PLANNING/RESEARCH/ADMINISTRATIVE
route to a PM, not a cell agent, and are left unchanged; root tasks are still
reviewed up the chain.

* fix(docker): add node+pnpm to orchestrator so it pre-installs frontend cell deps

* Added .github workflows

* refactor(services): extract helpers to keep install_dev_deps + developer task-type check under the xenon complexity gate

* chore(github): add launch kit — CI, GHCR release, labels, templates, funding, dependabot npm, community docs

* chore(github): bump_version — drop unused noqa, fix datetime UTC import

---------

Co-authored-by: Renn F <rennf93@users.noreply.github.com>
2026-06-03 06:35:03 +02:00
Renn F e3def6b3a2 fix(gateway): cell PM completes its own cell task; drop main-PM handoff
submit_up bubbled the cell task to Main PM (_handoff_to_main_pm), but
main_pm_complete rejects any task with a parent_task_id ("only operates
on root tasks"), so the cell->root PR had no one to merge it and the
cell task wedged at awaiting_pm_review. _maybe_advance_parent_to_pm_review
already intends the CELL PM to complete it.

Cell PM now owns cell completion:
- submit_up no longer hands off to Main PM; the cell task stays assigned
  to the cell PM, which is respawned to complete() it. Removed the
  now-unused _handoff_to_main_pm.
- cell_pm_complete resolves the merge target from the parent task's real
  branch_name (shared merge_chain.resolve_parent_branch, also used by the
  PR side-effects) so the cell->root PR merges into feature/main_pm/...,
  not the team-mis-derived feature/<cellteam>/... (same root cause as the
  prior PR-base fix).
- submit_up description + next_hint updated; lifecycle artifacts regen.

Main PM still only completes the ROOT (root->master + escalate-to-CEO).
First run to reach cell-PM bubble-up exposed this.
2026-05-23 05:16:56 +02:00
Renn F c78395f9fc fix(gateway): submit_up opens cell PR before the pm-review transition
submit_up composed submit_pm_review (atomic) then create_pr (side
effect), but VerbRunner.run_intent runs all composes before any side
effect. submit_pm_review rejects without a PR (returns None), then
create_pr deref'd the None task -> 'NoneType has no attribute
branch_name', wedging cell-PM bubble-up in a respawn loop.

Add IntentSpec.pre_side_effects, run before composes. submit_up now
opens the cell->root PR first (persisting pr_number), so submit_pm_review
re-fetches and passes its pr_created gate. Mirrors the dev open_pr ->
i_am_done split. Latent since the lifecycle spec (207aaec); first run to
reach cell-PM bubble-up exposed it.
2026-05-23 02:32:41 +02:00
207aaecd72 Feature: lifecycle canonical spec (#14)
* chore: clean make quality baseline on feature/lifecycle-canonical-spec

Three classes of pre-existing issues blocking `make quality`:

1. Alembic migrations 002/009/011 used runtime introspection
   (op.get_bind() + inspect / bind.execute) without guarding for
   offline (--sql) mode. `alembic upgrade head --sql` is part of
   `make quality`; in offline mode `op.get_bind()` returns a
   MockConnection with no inspection system, so the migrations
   crashed before emitting their SQL stubs. Each migration now
   short-circuits or simplifies in `context.is_offline_mode()` —
   live-DB behavior is unchanged.

2. ruff format drift on three files left over from prior in-flight
   edits (choreographer/_impl.py, content_actions.py, and one test
   file). `ruff format` applied.

3. vulture flagged two unused `tb` parameters in async __aexit__
   stubs in test_task_service_lifecycle_misc.py. The parameter is
   protocol-required but unused by the body — renamed to `_tb`
   (vulture treats underscore-prefixed names as intentionally unused).

`make quality` is now green from this branch's HEAD; subsequent
lifecycle-spec work can use it as the per-task gate.

* feat(lifecycle): canonical spec package + Role/Status/TaskType enums

Foundation for the canonical lifecycle/permissions module. Enums
mirror docs/internal/old/workflows/STATUS_TRANSITIONS.md +
PERMISSIONS.md. Tests pin enum membership against both the
predecessor canon and roboco.models.base.TaskType.

* feat(lifecycle): Decision dataclass with allow/reject/tracing_gap constructors

Single rejection shape every consumer maps to its native format
(Envelope, HTTP code, prompt hint). __post_init__ enforces the
allowed/rejection_kind invariants so a malformed Decision can't reach
a consumer.

* fix(lifecycle): tighten Decision invariants per Task 2 review

Two reviewer findings on the Task 2 Decision dataclass, addressed
in one commit:

1. The docstring promised `allowed=True ⇒ rejection_kind is None
   AND missing == [] AND remediate is None`, but __post_init__ only
   checked the rejection_kind half. A caller could construct an
   allow-shaped Decision with stale missing/remediate fields and
   sneak it past validation. Tighten __post_init__ to enforce the
   full invariant. Add a regression test.

2. tracing_gap defensively copies the missing list (`list(missing)`)
   to isolate the stored list from later caller-side mutation, but
   no test pinned this. Add a regression test that mutates the source
   list after construction and asserts the stored list is unchanged.

Issue 2 from the same review (mutable list vs tuple for `missing`)
is a broader design call deferred until consumers exist; the
defensive copy is sufficient until then.

* feat(lifecycle): Precondition/ActionSpec/IntentSpec/StatusTransition dataclasses

The four dataclasses that hold the canonical tables. ActionSpec and
StatusTransition are direct ports of pre-gateway PERMISSIONS.md +
STATUS_TRANSITIONS.md rows. IntentSpec is the gateway-only addition:
each gateway intent verb declares which atomic actions it composes.

* feat(lifecycle): _STATUS_TRANSITIONS table + STATUS_GRAPH view

Direct port of STATUS_TRANSITIONS.md. Every transition records its
trigger action and (optionally) a role constraint. STATUS_GRAPH is
the precomputed source→{targets} view callers use for reachability
checks.

* fix(lifecycle): pin role_constraint values + clarify Task-5 handoff

Two reviewer findings on Task 4 _STATUS_TRANSITIONS, addressed in
one commit:

1. The original Task-4 tests verified (source, target) pairs but
   not role_constraint contents. A typo in a single role name (e.g.
   forgetting MAIN_PM from escalate_to_ceo) would have slipped past
   them silently. Add test_status_transitions_role_constraints_match_canon
   pinning every non-None constraint and the cancel-block invariant.

2. role_constraint=None on the `claim` rows from PENDING and
   NEEDS_REVISION was load-bearing — it is the explicit handoff
   point between the StatusTransition table (state machine layer)
   and CLAIM_RULES (per-role claim authority, lands in Task 5).
   The original inline comment said this in passing; expand it so
   the design choice is unmissable for a stranger reading just
   spec.py.

* feat(lifecycle): _ATOMIC_ACTIONS + CLAIM_RULES + ROLE_TEAM_RULES tables

Direct port of PERMISSIONS.md. Every task management tool gets an
ActionSpec with allowed_roles, source_statuses, target_status,
self_review_block, and needs_team_match flags. CLAIM_RULES maps each
Role to the statuses they can claim from. ROLE_TEAM_RULES is the
per-slug team restriction.

* fix(lifecycle): tighten ActionSpec contracts per Task 5 review

Three reviewer findings on Task 5's _ATOMIC_ACTIONS table, addressed
in one commit:

1. set_plan.source_statuses widened to {CLAIMED, IN_PROGRESS} but
   every existing caller (i_will_work_on / i_will_plan compositions)
   runs set_plan while CLAIMED, between claim and start. Narrow to
   {CLAIMED} only. If a future "edit plan mid-flight" feature lands,
   widen explicitly with test coverage at that time.

2. needs_team_match was set True only on claim/qa_pass/qa_fail/
   docs_complete. Defense-in-depth says every role-scoped task
   action should re-assert team match (don't rely on the inheritance
   chain through assigned_to alone). Flip to True on: start,
   set_plan, block, pause, submit_verification, submit_qa,
   submit_pm_review, complete, create_subtask. Leave False on
   board/CEO actions and PM cross-cell interventions (unblock,
   resume, cancel) where the cross-cell semantics are intentional.

3. claim.source_statuses is intentionally a SUPERSET of any single
   role's CLAIM_RULES allowance (the table holds the union; CLAIM_RULES
   holds the per-role authority). Add an inline comment above the
   claim ActionSpec so a future reader doesn't conclude the two
   tables disagree — they don't, they encode overlapping facts at
   different grains.

* feat(lifecycle): _INTENT_VERBS table — every gateway verb declared

Each gateway intent verb is now a named composition of atomic actions
plus optional side effects. i_will_work_on = (claim, set_plan, start);
i_am_done = (submit_verification, submit_qa); open_pr is pure side
effects (push_branch, create_pr); etc.

* fix(lifecycle): widen block.allowed_roles to include QA + Documenter

Task 6 review caught a role-set inconsistency: i_am_blocked.allowed_roles
admits dev/QA/doc, but the underlying block.allowed_roles only allowed
dev+PM. Result: a QA or documenter calling i_am_blocked would pass the
IntentSpec gate and then be rejected by the composed ActionSpec gate
when Task 7 wires can_invoke_intent.

Widen block to include QA + Documenter. The semantic case is sound: a
QA reviewing a task can discover an external blocker; a documenter
writing docs may need PM intervention. Predecessor PERMISSIONS.md
restricted block to dev+PM, but with the gateway exposing i_am_blocked
to all worker roles, the underlying atomic must agree.

The deeper unclaim/escalate_up "imperative verb" concern from the same
review (composes=() but mutates state) is deferred to Task 8 where the
validator design lands.

* feat(lifecycle): public lookup functions + Context + preconditions

can_claim, can_invoke_action, can_invoke_intent, valid_next_verbs,
composed_actions_for, intents_for_role, status_after — the entire
public surface every consumer will use. Context carries the
caller-supplied state preconditions need (plan, journal-decision
flag, etc.). Preconditions for plan/commits/no_pr/ownership are
declared once and wired into the relevant IntentSpecs.

* fix(lifecycle): wire PRECONDITION_OWNERSHIP through Context.actor_id

Task 7 review found _p_owns_task reads agent.id but every call site
passes None for the agent arg. Result: getattr(None, "id", object())
returns a fresh sentinel, task.assigned_to == <sentinel> is always
False, and open_pr / i_am_done would reject every owner the moment
Task 9 wires consumers.

Fix: thread identity through Context.actor_id (new UUID field) and
rewrite _p_owns_task to read from the context. Both call sites already
pass the Context — no signature changes elsewhere. Add green-path
test exercising the owner-can-open-pr case the existing tests
missed (the Task 7 plan only tested precondition-failure paths,
which masked the bug).

Plus surface hygiene: STATUS_GRAPH, CLAIM_RULES, ROLE_TEAM_RULES,
and the four PRECONDITION_* constants are now in
roboco.lifecycle.__init__.__all__ so consumers in Tasks 8/9 don't
depend on the implicit `from roboco.lifecycle.spec import ...`
backdoor.

* feat(lifecycle): import-time self-consistency validators

10 validators run at module import; first failure raises
LifecycleSpecError and prevents the package from loading. Covers
status enum coverage, reachability, terminal exits, intent
compositions, status chain consistency, claim-rule role/status
coverage, self-review symmetry, team-rule slug existence, and
StatusTransition action references.

* fix(lifecycle): close validator gaps; resolve BACKLOG-claim and submit_qa IN_PROGRESS-shortcut ambiguity

Three reviewer follow-ups on Task 8's _validate.py, plus two real
data corrections the new action-target-reachability validator
surfaced.

1. Design spec §9 calls for "every ActionSpec.target_status, when
   set, is reachable from each source_status via STATUS_GRAPH" —
   missing from Task 8's 10 validators. Add
   _check_action_target_reachable_from_source.

2. _check_role_team_rules_slugs verified slug existence in
   AGENT_UUIDS but NOT that the cell team in ROLE_TEAM_RULES
   matches the seed. Add _check_role_team_rules_team_match,
   scoped to non-None entries only — None means "exempt from
   team-match enforcement" (cross-cell roles), not "no team in
   org chart".

3. test_validators_pass_on_real_spec was ceremonial. Add
   test_run_all_validators_raises_on_unknown_intent_action,
   a deliberate-break regression that monkeypatches _INTENT_VERBS
   to inject a fake action and asserts LifecycleSpecError raises.

The new action-target-reachability validator caught two real
data inconsistencies between the predecessor canon docs and the
spec tables:

A. claim.source_statuses listed BACKLOG and CLAIM_RULES[*PM]
   listed BACKLOG, but STATUS_GRAPH[BACKLOG] = {PENDING, CANCELLED}
   only. Resolution: PMs use the explicit \`activate\` action to
   move BACKLOG → PENDING, then claim from PENDING. Drop BACKLOG
   from claim.source_statuses and CLAIM_RULES.

B. submit_qa.source_statuses listed IN_PROGRESS, but
   STATUS_GRAPH[IN_PROGRESS] does NOT include AWAITING_QA. The
   intent verb i_am_done composes (submit_verification, submit_qa)
   which forces IN_PROGRESS → VERIFYING → AWAITING_QA — no
   shortcut. Drop the stale IN_PROGRESS entry from
   submit_qa.source_statuses.

Both corrections tighten the canonical state machine to a strict
no-skip transition graph. Pre-gateway PERMISSIONS.md/STATUS_TRANSITIONS.md
disagreements are resolved here; spec.py is the canon now.

* feat(gateway): Envelope.from_decision maps lifecycle Decisions to envelopes

Single shape adapter so verb bodies stop hand-composing rejection
envelopes. Each rejection_kind maps to a specific envelope flavor;
'self_review' folds into 'not_authorized' with a parenthetical hint;
constructing from an allow Decision raises (programmer error).

* feat(gateway): VerbRunner for atomic composed-action dispatch

Wraps spec.composed_actions_for(intent) in session.begin_nested()
so mid-sequence failures roll the DB back. Side effects run AFTER
the savepoint commits. Each atomic action name dispatches to a
TaskService method via a single, exhaustive _dispatch_atomic
mapping. New verbs slot in by adding an IntentSpec entry + a
_dispatch_atomic case if a new atomic is needed.

* refactor(gateway): i_will_work_on uses spec.can_invoke_intent + VerbRunner

Replace the bespoke status-branch dispatcher in i_will_work_on with the
spec-driven flow: load task -> load agent -> build spec.Context ->
spec.can_invoke_intent (and spec.can_claim for per-role status authority)
-> Envelope.from_decision on rejection -> VerbRunner.run_intent on success.

The _i_will_work_on_pending, _i_will_work_on_claimed,
_i_will_work_on_needs_revision, and _start_failed_envelope helpers are
removed; the runner replaces them. Two narrow verb-body re-entry blocks
remain for behaviors the spec does not yet model:

  1. in_progress + same agent -> idempotent heartbeat-only return
  2. claimed + same agent -> _resume_from_claimed (set_plan + start)
     to recover from a stuck mid-claim crash without re-running claim
     against a state the spec excludes.

The behavioral claim guards (already_active / paused / sibling_sequence)
also stay imperative for now -- they're not in the spec yet and migrate
into spec.extra_preconditions in a later task. Per-role claim authority
is enforced via spec.can_claim because the atomic claim action's
source_statuses are the union across roles; CLAIM_RULES narrows.

Parity test in tests/lifecycle/test_consumer_parity.py runs the verb
against every (role x status x task_type='code') combo (112 rows) and
asserts the envelope error matches the spec's Decision (or can_claim's
Decision when the intent gate passes but per-role claim authority does
not). This is the contract that makes spec/verb drift impossible.

Existing tests updated where rejection-message text changed (the spec
now produces the messages, e.g. "role 'cell_pm' may not call
'i_will_work_on'" instead of "PM cannot execute code") or where the
spec's stricter view ("invalid_state" -> "not_authorized" for a dev
trying to claim awaiting_qa) is more accurate. Test fixtures were
updated to wire task.session.begin_nested as a proper async context
manager (required by VerbRunner) and to set agent_for().id so runner-
driven calls line up with assert_awaited_with(task_id, agent_id).

* refactor(lifecycle): push CLAIM_RULES enforcement into can_invoke_action

Task 11's i_will_work_on migration had to call spec.can_claim()
separately after spec.can_invoke_intent() because the claim action's
source_statuses is the union across all claim-eligible roles —
can_invoke_intent alone would let a developer pass for claiming
awaiting_qa (a QA-only state).

The retrofit pattern would repeat in every claim-composing verb
(i_will_plan, claim_review, claim_doc_task). Push the per-role
narrowing inside can_invoke_action when the action is "claim",
using the same not_authorized vs invalid_state disambiguation
can_claim already implemented (status-reserved-for-another-role
returns not_authorized; status-no-role-can-claim returns
invalid_state). Extracted the body to _check_claim_rules_narrow
to keep can_invoke_action under xenon's complexity threshold.

Update _i_will_work_on_gate to drop the redundant spec.can_claim
call. Update test_consumer_parity.py to assert only against
can_invoke_intent's Decision.

Tasks 12-22 will inherit the cleaner pattern: spec.can_invoke_intent
is the single gate; verb bodies don't need per-action retrofits.

* refactor(gateway): i_will_plan uses spec.can_invoke_intent + VerbRunner

Migrates i_will_plan to the spec-driven pattern Task 11 set up for
i_will_work_on. The verb body now: (1) loads task + agent, (2) builds
Context, (3) checks idempotent/recovery re-entry, (4) calls
spec.can_invoke_intent, (5) returns Envelope.from_decision on
rejection, (6) delegates composition to VerbRunner. The
_i_will_plan_* helpers are removed — the runner replaces them.

Parity test in tests/lifecycle/test_consumer_parity.py runs the verb
against every (role × status × task_type) combo and asserts the
envelope matches spec.Decision.

* refactor(gateway): delegate uses spec.can_invoke_intent for role/state gate

Migrates delegate to the spec-driven role/state gate. The chain
validation (main_pm->cell_pm, cell_pm->its team's devs), the
assignee-vs-task_type rule (Cell PMs receive planning-typed only),
the enum coercion, and the parent-lifecycle/cap guards STAY in the
verb body — they encode delegate-specific semantics the spec
doesn't model.

Parity test in tests/lifecycle/test_consumer_parity.py asserts the
spec's role+state rejection is correctly surfaced. Chain/assignee
rejections continue to be tested in test_choreographer_pm_extras.

* refactor(gateway): open_pr uses spec.can_invoke_intent + VerbRunner

Migrates open_pr to spec-driven gating. The spec's
extra_preconditions (PRECONDITION_OWNERSHIP, PRECONDITION_COMMITS,
PRECONDITION_NO_PR) handle all three precondition checks; the verb
body delegates side-effect dispatch (push_branch, create_pr) to
VerbRunner.

Idempotent re-entry retained: an open_pr call against a task that
already has a PR (and the caller owns it) returns OK without
re-opening, rather than the tracing_gap the spec would otherwise
produce. This preserves agent ergonomics — two calls in a row
shouldn't surface a misleading "no_prior_pr" hint.

Parity test in tests/lifecycle/test_consumer_parity.py runs the verb
against representative (status x commits x pr_number) combos and
asserts the envelope matches spec.Decision.

* refactor(gateway): i_am_done uses spec.can_invoke_intent + VerbRunner

Migrates i_am_done to spec-driven gating. The spec's
extra_preconditions (PRECONDITION_OWNERSHIP, PRECONDITION_COMMITS)
handle ownership and commit-count checks; VerbRunner dispatches
the (submit_verification, submit_qa) atomic chain.

The tracing-gate preconditions (progress entry, journal:reflect,
acceptance criteria) and the field-level submit-qa gates stay in
the verb body — they model gates the spec doesn't yet cover.
Defense-in-depth: those gates run after the spec accepts the
ownership/commits checks.

Parity test in tests/lifecycle/test_consumer_parity.py runs the
verb against (role × status × ownership × commits) and asserts
the envelope matches spec.Decision.

* refactor(gateway): i_am_blocked uses spec.can_invoke_intent + VerbRunner

Migrates i_am_blocked to spec-driven gating. The journal:struggle
write stays in the verb body (it's a side effect outside the
lifecycle action). VerbRunner dispatches the `block` atomic action
via task_service.escalate.

Parity test in tests/lifecycle/test_consumer_parity.py.

* refactor(gateway): unclaim and resume use spec.can_invoke_intent

Migrates both verbs to the spec-driven gate. unclaim's verb body
keeps its dispatch (task.unclaim_for_agent) because composes=();
resume goes through VerbRunner with composes=("resume",).

The reassignment-rejection branch (introduced in 19f27b4 for the
2026-05-08 trace's "not your claim" case) stays - the spec doesn't
model "task got reassigned out from under you by an upstream verb,"
and the existing envelope text ("current owner: X - call
give_me_work() to find your current work") is the load-bearing
hint that fixed the original bug. Extracted the shared branch into
_reassigned_rejection / _ReassignedCtx so both verbs reuse it
without duplicating the envelope construction.

Parity tests in tests/lifecycle/test_consumer_parity.py.

* refactor(gateway): complete uses spec.can_invoke_intent at the dispatcher

Migrates the top-level `complete` dispatcher to gate role/state via
spec.can_invoke_intent before routing to cell_pm_complete or
main_pm_complete. The two lower-level methods keep their existing
PR-merge / CEO-escalation logic and pre-flight guards (those model
journal:decision preconditions and PR-mergeability checks the spec
doesn't model yet).

The runner pattern is NOT applied here — `complete` has two divergent
runtime paths (Cell PM merges leaf into parent branch; Main PM opens
master PR + escalates to CEO) that don't fit the runner's
single-composition model. Verb-body-owns-dispatch is the right
pattern.

Parity test in tests/lifecycle/test_consumer_parity.py runs the
verb against (role × status) combos and asserts the dispatcher's
spec rejection is correctly surfaced.

* refactor(gateway): escalate_up, escalate_to_ceo, submit_up use spec.can_invoke_intent

Migrates the three PM-side escalation/submission verbs to
spec-driven role/state gating. The verb-specific guards
(journal:decision, escalation_target configured, _submit_up_guard's
ownership + notes-length + subtasks-terminal) STAY in the verb body
- the spec doesn't model these.

escalate_up has composes=() so the verb body owns dispatch via
task.escalate. escalate_to_ceo and submit_up route their
compositions through VerbRunner.

Parity tests in tests/lifecycle/test_consumer_parity.py.

* refactor(gateway): qa.py + doc.py role mixins use spec.can_invoke_intent

Migrates the five QA + Documenter verbs (claim_review, pass_review,
fail_review, claim_doc_task, i_documented) to spec-driven gating.

The self-review block lives at the atomic-action layer
(_ATOMIC_ACTIONS["qa_pass"|"qa_fail"|"docs_complete"].self_review_block=True)
and naturally fires when the verb body builds a Context with
actor_slug==original_developer_slug. No verb-body retrofits needed.

The verb-specific helpers (_verify_qa_owner, _qa_pass_gate_check,
_check_i_documented_inputs) STAY — they encode notes-length /
journal:learning / files-list / qa_evidence_inspected gates the
spec doesn't model.

claim_review and claim_doc_task own dispatch via task.qa_claim /
task.doc_claim respectively (not the runner) because those
specialized claim methods keep status at AWAITING_QA /
AWAITING_DOCUMENTATION, which is what the downstream qa_pass /
qa_fail / docs_complete source-status requirement expects.
The spec gate still validates role + claim source-status + task_type
before dispatch.

pass_review / fail_review / i_documented route their compositions
(qa_pass / qa_fail / docs_complete) through VerbRunner.run_intent
inside a savepoint.

Parity tests in tests/lifecycle/test_consumer_parity.py for all
five verbs.

* fix(lifecycle): claim_review and claim_doc_task have empty composes

Tasks 21-22 surfaced a real spec/runtime mismatch: both verbs were
declared composes=("claim", "start"), but the actual implementation
uses task.qa_claim / task.doc_claim which intentionally keep status
at AWAITING_QA / AWAITING_DOCUMENTATION. If the runner ever ran the
declared composition, it would transition the task to CLAIMED then
IN_PROGRESS, breaking the source-status invariants of qa_pass,
qa_fail, and docs_complete.

The spec is the canon — align it to the runtime. composes=() means
"verb body owns dispatch" (same pattern as escalate_up and unclaim).
The spec gate still validates role + AWAITING_QA / AWAITING_
DOCUMENTATION source-status via the role's CLAIM_RULES narrowing,
enforced through special handling in can_invoke_intent, so role/state
safety is preserved.

* refactor(gateway): role_config flow lists derived from spec.intents_for_role

Hand-maintained _DEV_FLOW etc. tuples replaced with calls into the
spec. Adding/removing a role from an IntentSpec.allowed_roles now
automatically updates the MCP manifest. The spec is the canon;
role_config becomes a thin shim that adds the do-tool / write /
subagent / description metadata the spec doesn't carry.

* feat(lifecycle): generators + make lifecycle for deterministic artifact regen

Renders intent-verbs.md, status-transitions.md, panel/lib/lifecycle.json,
and per-role agents/prompts/_generated/lifecycle-{role}.md fragments
from the canonical spec. `make lifecycle` runs the regenerator;
deterministic output enables CI to gate on `git diff --exit-code` after
running it. The agent prompt fragments will be injected at the top of
each role's system prompt (Task 25) so agents see the same verbs the
gateway accepts.

* feat(lifecycle): inject generated prompt fragments + CI drift gate

Each agent's system prompt now starts with the spec-generated
'verbs available to your role' fragment. CI runs make lifecycle
and fails if regeneration produces a diff — drift between spec
and artifacts cannot land on master.

* refactor(gateway): delete verb_gates.py — superseded by lifecycle.spec

verb_gates.is_verb_allowed and verb_gates.valid_next_verbs are now
spec.can_invoke_intent(...).allowed and spec.valid_next_verbs.
Importers updated to consume the canonical spec module directly.
tests/unit/gateway/test_verb_gates.py removed — coverage lives in
tests/lifecycle/test_spec.py.

envelope.with_introspection wraps spec.valid_next_verbs with role-string
coercion + best-effort try/except so malformed task fixtures (AsyncMock
status) and unknown role strings still yield [] instead of raising —
preserves the legacy verb_gates contract.

content_actions content-tool RBAC (commit/notify) is now a pair of
explicit role frozensets in this file. These are content tools, not
lifecycle intents, so they intentionally do NOT live in spec._INTENT_VERBS.

Two existing introspection tests asserted "commit" in valid_next_verbs;
fixed to assert open_pr/i_am_done — commit is correctly absent under
the canonical spec because it is a do-server content tool, not a flow
intent verb.

* refactor(gateway): collapse scattered role constants into spec

The pm_cannot_execute_code_guard and role_typed_claim_guard guards
both modeled rules the spec now handles via can_invoke_action's
CLAIM_RULES narrowing and ActionSpec.allowed_task_types. Drop them
from claim_guards.py — the choreographer's existing skip-flags on
_run_claim_guards are now permanent: those guards no longer fire.
Simplify _run_claim_guards's signature accordingly.

The concurrency-invariant guards (already_active_guard,
paused_tasks_guard, sibling_sequence_guard) STAY — the spec doesn't
model these system-level invariants. sibling_sequence_guard's loop
body extracted into _earlier_blocking_sibling helper to keep the
slimmed module under xenon's --max-modules A average.

* refactor(enforcement): task_lifecycle becomes a thin view of lifecycle.spec

VALID_TRANSITIONS and ROLE_RESTRICTED_TRANSITIONS are now derived
from roboco.lifecycle.spec — no independent tables. The 433-line
file collapses to ~30 lines of view definitions; future changes
go in spec.py. Helper functions exported by the legacy module are
preserved as thin wrappers so existing consumers don't need to
change their imports today.

A small _LEGACY_OPERATIONAL_EDGES table sits alongside the
spec-derived view to cover transitions the runtime exercises but
the spec has not yet absorbed (voluntary unclaim, reaper sweep,
PM-direct completes from in_progress, parallel-doc-PR developer
trigger). It is fenced and clearly documented; once those callers
are migrated to spec-driven dispatch the constant goes empty and
the file collapses to a pure view.

A test in test_task_service_lifecycle_misc.py was rewritten: the
predecessor asserted CEO-only authority over awaiting_ceo_approval
cancels (legacy table behavior), but the canonical spec authorizes
{CELL_PM, MAIN_PM, CEO} uniformly across all non-terminal cancel
sources. The test now exercises the broader spec-defined cascade.

* feat(lifecycle): UNMIGRATED guard pins known-debt consumers

Two pieces of debt surfaced during Task 28's collapse of
enforcement/task_lifecycle.py: (1) ~11 operational edges still in
the shim's _LEGACY_OPERATIONAL_EDGES because the spec's
_STATUS_TRANSITIONS doesn't yet model them; (2) role-gate
disagreements in _LEGACY_ROLE_GATES that the spec disagrees with.

UNMIGRATED is the named-debt set; KNOWN_UNMIGRATED_CONSUMERS pins
the catalog so a contributor adding a new entry must update both
sides. Validator (_check_unmigrated_is_subset) fires at import if
they drift. Test pins the current entries.

Phase 3's terminal invariant is `UNMIGRATED == frozenset()` —
expected when both legacy data carriers fold into spec, at which
point the assertion becomes a permanent regression guard.

* test(lifecycle): tier 3 end-to-end real-DB happy paths

Eight integration tests covering every major lifecycle path:
dev (pending → awaiting_qa), QA pass, QA fail, doc handoff,
Cell PM complete, Main PM escalate-to-CEO, block+unblock,
pause+resume. Each test drives the spec → choreographer →
TaskService → DB stack with only the git layer mocked. Catches
"spec says X, DB constraint says Y" mismatches the unit-tier
parametrized parity suite cannot detect.

* test(lifecycle): tier 4 smoke replay — pin known-bug shapes after spec migration

Synthesized fixture covering the 9 bugs from the 2026-05-08
audit-log trace + the 2 from the 2026-05-09 follow-up trace. Each
record documents (verb, role, task setup, expected post-fix
envelope shape, fix commit, spec invariant). The replay test
parametrizes over the records and asserts the spec / choreographer
behavior now matches the post-fix expectation — locks in the
fixes as permanent regressions.

The original audit log was wiped during cleanup; the fixture is
a documented synthesis, not a verbatim capture. The bug list is
faithful to the prior session's analysis of the trace.

* fix(orchestrator): silence dev-dispatcher noise for non-dev-lane tasks

Dev dispatcher fetched all pending/claimed/in_progress tasks regardless
of assignee role and warned 'role/task_type mismatch' on each pass when
it found cell_pm/main_pm/product_owner/etc. tasks — those belong to
_dispatch_pm_work, not this lane. The 30s warning loop showed up
prominently in the 2026-05-10 smoke run.

Filter at the lane boundary: silently skip when assignee role is not
developer/documenter/unknown. The D-49 misassignment warning still
fires for the legitimate cases (developer assigned a documentation
task, etc.).

* fix(gateway,prompts): unblock the three smoke-run dead-ends

Three issues surfaced by the 2026-05-10 smoke run, fixed together
because they're all blockers for end-to-end task completion:

1. Acceptance-criteria tracing gate was unsatisfiable. Nothing in the
   codebase writes to task.acceptance_criteria_status, so
   _check_acceptance_criteria always returned every criterion as
   missing. Treat a reflect note as the addressing artifact: when the
   agent has written one, the gate clears. Per-criterion citation via
   acceptance_criteria_status is still honored when populated, so the
   schema stays available for future per-criterion tracking.

2. Cell PM runaway re-decomposition. On every wake-up be-pm
   re-decomposed its parent task without checking for existing
   children, producing duplicate dev subtasks. cell_pm.md now teaches
   'list children before delegating' and 'one dev subtask is usually
   enough — QA/Documenter/PM-merge engage automatically'. Added
   anti-pattern entries for re-decomposition and over-decomposition.

3. Main PM exit/respawn loop on claimed-state tasks. The model
   cycled through delegate/resume/escalate/unblock looking for a verb
   that worked on 'claimed', and got cleanly rejected by every one.
   The right verb is i_will_plan (it composes claim+set_plan+start
   and resumes from claimed). main_pm.md now spells this out
   explicitly with a worked example of which verbs reject and why.

* feat(prompts): restore pre-gateway lifecycle scaffolding across all 6 roles

The gateway migration shrank role prompts from ~50 lines to ~15
(commit 534152c for dev; analogous shrinks for qa/doc/cell_pm/main_pm/board
in e12a596, 05ac832, 8dc381b). The verb surface got cleaner but the
prescription for using verbs through the lifecycle disappeared. The
2026-05-10 smoke run surfaced the regression: agents thrash through
verbs hoping one fits, journal sparsely, skip the dev reflect note,
and (for cell PMs) re-decompose on every wake-up.

Each role prompt now restores three sections that the pre-gateway
versions had:

1. State -> Verb table — what to call when respawned in each
   lifecycle status. Eliminates the verb-cycling antipattern: the
   agent looks up its current status and calls the one verb that
   transitions out of it.

2. Mandatory pre-handoff checklist — explicit walk-through of the
   gates the next verb will check, ordered so the agent fixes the
   missing piece before retrying:
   - developer: 7 items before i_am_done
   - qa: 8 items before pass/fail (incl. self-review forbidden,
     read dev journal not just diff, name artifact per criterion)
   - doc: 7 items before i_documented
   - cell_pm: 7 items before submit_up (incl. integration green)
   - main_pm: 7 items before complete(root)
   - board: separate checklists for escalate_to_ceo (PO/HoM) and
     reflect-note quality (Auditor — its only output)

3. Journaling cadence — when to use each of the five scopes
   (note/decision/struggle/learning/reflect). The pre-gateway
   prompts named all five scopes with role-specific examples;
   the post-gateway prompts mention 'reflect' once and skip the
   rest. Restored across every role.

Plus restored the load-bearing rules that got dropped:

- Cell PM: 'A SINGLE subtask flows through dev -> QA -> doc ->
  PM-merge. DON'T split into per-role subtasks.' This is exactly
  what be-pm violated in the smoke run, creating duplicate
  'branch naming subtask' / 'PR workflow subtask' / etc.
- QA + Doc: 'read the dev's journal, not just the diff' — pre-
  gateway forced this via roboco_journal_read_team; post-gateway
  the inline data exists but the agent isn't told to use it.
- Developer: 'every acceptance criterion gets a citation in the
  reflect note' — pairs with the tracing-gate change in 75b667d
  where the reflect note is treated as the addressing artifact.

* feat(foundation): bootstrap foundation/identity.py with Role/Team/RoleLevel

Phase 1 task 1 of the foundation canonicalization plan
(docs/superpowers/specs/2026-05-10-foundation-canonicalization-design.md).

Three enums, no consumers yet — separate tasks migrate the existing
forks (models.base.AgentRole, lifecycle.spec.Role, agents_config role
sets, services/permissions.PM_ROLES) onto this canonical surface.

* feat(foundation/identity): add AGENTS catalog (single source for slug->role+team+UUID)

Resolves head-marketing.team drift (spec §5.1) by setting Team.BOARD
authoritatively. Team.MARKETING remains in the enum for legacy seed
data but no agent claims it; flagged for removal in cleanup.

* feat(foundation/identity): add role-sets + ROLE_LEVEL hierarchy

* feat(foundation/identity): add lookups + public API re-exports

* feat(foundation): import-time validators (uniqueness, role coverage, role-level)

* chore(foundation): verify+align postgres agentrole/team enums with foundation/identity

scripts/verify_postgres_enums.py reads the live agentrole+team enums
from postgres (via asyncpg using roboco.config.settings.database_*)
and compares them against the foundation Role+Team enums. Exits 0 on
match, 1 on drift (with a per-side diff), and 1 with a clear message
if postgres is unreachable so callers like make foundation-check can
treat that as a skip.

alembic/versions/012_align_agentrole_team_with_foundation.py is the
forward-only safety-net migration. It runs ALTER TYPE agentrole ADD
VALUE IF NOT EXISTS 'system' (idempotent on postgres >= 9.6) so any
DB without the recently-added Role.SYSTEM sentinel gets it on next
upgrade. Postgres has no DROP VALUE primitive without a destructive
type recreation, so foundation keeps legacy values (e.g. Team.MARKETING)
to absorb the inverse direction; the migration's downgrade is
intentionally a no-op.

Local verification deferred: postgres is not reachable from this
workstation (role 'roboco' does not exist), so the script could not
confirm the live enum shape. The migration is idempotent and runs
unconditionally on the next alembic upgrade head, and whoever next
runs make foundation-check against a live DB will get the post-migration
proof of alignment.

* refactor(lifecycle): re-export Role from foundation.identity (single source)

* refactor(models): re-export AgentRole and Team from foundation.identity

Removes the parallel Team and AgentRole StrEnum definitions in
models/base.py. They are now bound to roboco.foundation.identity.Role
and roboco.foundation.identity.Team respectively, so AgentRole IS
identity.Role (same Python class object). SQLAlchemy column types
bound as sa.Enum(AgentRole, name='agentrole') continue to work because
identity is preserved across import paths.

Note: foundation.Team drops the legacy 'fullstack' member that lived
on models.base.Team. The two _resolve_team_dir tests that used
Team.FULLSTACK to exercise the 'fullstack' branch now pass the literal
string 'fullstack' instead — same code path, no enum-membership coupling.

Adds two identity assertions to tests/foundation/test_role_reexport.py
verifying AgentRole is identity.Role and Team is identity.Team.

* fix(foundation): correct Team enum — add FULLSTACK, remove QA

The original plan's audit incorrectly identified the models/base.Team
membership. Actual original was 7 values: backend, frontend, ux_ui,
fullstack, main_pm, board, marketing. My plan replaced fullstack with
qa and added system — but qa was never a team (only a role).

Postgres team enum has fullstack (alembic 009), and services/task.py:675
+ services/git.py:779 branch on the literal "fullstack". Without
foundation.Team.FULLSTACK, any Project row with assigned_cell="fullstack"
would fail to round-trip through the SQLAlchemy ORM.

This correction:
- Adds FULLSTACK; removes QA from foundation.Team
- Updates the 8-value test expected set
- Restores tests/integration/test_task_service_misc.py to use Team.FULLSTACK

* refactor(agents_config): derive AGENT_ROLE_MAP/AGENT_TEAM_MAP/CELL_MEMBERS from foundation

* refactor(roles): canonicalize role-sets via foundation.identity

- agents_config.PM_ROLES (5-role: PMs + board + CEO) renamed to
  TASK_CREATOR_ROLES; the name PM_ROLES is reserved for the canonical
  2-role set (CELL_PM + MAIN_PM) defined in foundation.identity.
- agents_config._BOARD_ROLES aliased to foundation.BOARD_ROLES (drops
  main_pm from the set; board A2A handler updated to keep allowing
  board -> main_pm direct messaging via explicit branch).
- services/permissions.PM_ROLES (2-role) re-exported from foundation.

Closes the silent semantic divergence flagged in spec section 3 (HIGH severity).

* refactor(seeds,orchestrator): derive agent catalogs from foundation

- seeds/initial_data.AGENT_UUIDS derived from foundation.AGENTS.
- DEFAULT_AGENTS row generation pulls slug+role+team+id from foundation;
  per-agent presentation strings (display name) stay in this file in
  _AGENT_PRESENTATION dict. The system sentinel remains a literal with
  team=None because the postgres `team` enum has no 'system' value.
- runtime/orchestrator._AGENT_TEAM_MAP and the cell-prefix table replaced
  with foundation.team_for_slug. _AGENT_TEAM_MAP is now a derived ClassVar
  covering every slug (not just management).
- head-marketing.team resolved to "board" (was "marketing" in seed +
  orchestrator, "board" in agents_config — three-way drift, now unified).
- ceo.team resolved to "board" (was None in seed; foundation declares
  board membership so the seed-bootstrapped DB row now reflects that).
- Adds tests/foundation/test_seed_orchestrator_parity.py — gate against
  future drift between seed/orchestrator and foundation.

Closes the identity sub-phase. Adding an agent edits exactly one file:
foundation/identity.py:AGENTS.

* feat(foundation/policy): task_completeness rules + denylist

Implements spec §5.2: field-level completeness rules at create/delegate
time, plus the denylist that catches the literal placeholder string from
the deleted services/task.py:5061-5062 silent fallback ("completed and
reviewed by assignee" — agents copy-paste this from old logs).

CompletenessSpec is data; check() is a pure function; field_hints map
gives the agent the literal answer key for each missing field.

* feat(envelope): add incomplete_input envelope kind for interrogation pattern

Sister to tracing_gap; distinct error code lets agent prompts teach
incomplete_input handling separately from tracing-gap recovery. Carries
missing + field_hints + remediate for the spec §5.2.1 interrogation
pattern; Task 19 will wire the gateway delegate verb to use it.

* feat(foundation/task_completeness): auto-fill helpers (team, priority, parent)

* feat(api/schemas): DelegateRequest enforces TASK_AT_CREATE constraints

Removes silent defaults for nature/task_type/estimated_complexity;
adds min_length=20 to description; requires non-empty acceptance_criteria.
Mirrors foundation.policy.task_completeness.TASK_AT_CREATE so under-filled
delegate calls fail at the request boundary (422) instead of being silently
papered over downstream.

Tests touching delegate calls updated to pass the now-required fields.

* feat(models/task): TaskCreate + TaskCreateRequest enforce TASK_AT_CREATE

* feat(api/schemas): TaskUpdate rejects blanking acceptance_criteria

Golden Rule preservation — acceptance_criteria cannot be set to []/None
via PATCH. Pydantic field min_length doesn't catch explicit None, so a
model_validator(mode='before') guards the patch payload.

* fix(services/task): delete silent acceptance_criteria fallback (skeleton-task root cause)

The fallback at services/task.py:5061-5062 silently replaced empty
acceptance_criteria with ['completed and reviewed by assignee'] -
the proximate cause of every skeleton task in the 2026-05-10 smoke
run. Removed; create_subtask now invokes foundation.policy.task_completeness
and raises TaskCompletenessError on missing fields (spec section 5.2).

Two existing transition tests relied on a 1-char description default
that the new completeness check rejects (description min_length=20);
both updated to pass an explicit valid description. New integration
test pins the rejection contract (empty list + legacy phrase both
raise).

Companion code path at services/gateway/choreographer/_impl.py:1852
(the upstream `or []` collapse) is fixed in the next task.

* fix(gateway/delegate): use task_completeness + Envelope.incomplete_input

Replaces the `acceptance_criteria=inputs.acceptance_criteria or []`
collapse at _impl.py:1852 with a foundation.policy.task_completeness
check that rejects empty / placeholder input via
Envelope.incomplete_input — the spec section 5.2.1 interrogation pattern.

Auto-fill helpers (fill_team_from_assignee + fill_priority_from_parent)
fill the unambiguous fields before the check, then anything still
missing surfaces as a structured rejection with field_hints; the agent
gets a literal answer key for what to provide on retry.

DelegateInputs gains an explicit `nature` field (no default) so the
HTTP boundary can thread DelegateRequest.nature through to the
choreographer. Route handlers (flow_cell_pm, flow_main_pm) forward it.
The hardcoded TaskNature.TECHNICAL fallback in _create_subtask_from_inputs
is removed; the helper now coerces inputs.nature to the enum or raises
TaskCompletenessError if a non-gateway caller bypassed the check.

Closes the gateway-side path to skeleton tasks. Service-layer raise
(Task 18) remains as defense-in-depth for non-gateway callers.

Existing delegate-guard tests updated to pass full payloads — the
prior `title='x', description='y'` minimal stubs now hit the
completeness gate first; the full payloads still exercise the
auth/chain/cap guards downstream.

* feat(api/routes/tasks): POST /tasks uses foundation.task_completeness check

Replace the hand-rolled acceptance_criteria non-empty check in the
POST /tasks handler with a call to task_completeness.check(TASK_AT_CREATE,
data). Route, schema (TaskCreate), and service (TaskCreateRequest) now
all share one canonical notion of 'complete' — the fourth and final
create path is now strict.

Pydantic still rejects structurally invalid payloads (empty AC list,
short title/description, missing enums) with 422. The TC check at the
route boundary additionally rejects denylisted placeholder phrases
('completed and reviewed by assignee', etc.) that pass schema validation
but signal a stub task.

Add tests/integration/test_post_tasks_completeness.py:
  - empty acceptance_criteria  -> 422 (Pydantic)
  - placeholder phrase         -> 400/422 with 'acceptance_criteria' in body

* chore(make): add foundation-check drift gate (mirrors lifecycle-check)

* test(foundation): Phase 1 smoke gate — skeleton-task path returns incomplete_input

Phase 1 closes here: identity catalogs are single-sourced; the silent
acceptance_criteria fallback is gone; gateway delegate returns
incomplete_input with populated field_hints when criteria are missing.

The 2026-05-10 smoke run that produced skeleton tasks no longer can.
Phases 2-4 (tracing, journaling, communications, agent_loop, housekeeping)
get their own plans.

* feat(foundation/policy): journaling scope catalog (5 panel-UI scopes)

* feat(foundation/policy/journaling): role read tiers + protected journals

* refactor(content_actions): derive _VALID_NOTE_SCOPES from foundation.journaling

* refactor(services/journal): derive _SCOPE_TO_TYPE from foundation.journaling

* refactor(enforcement/journal_perms): import read-tier rules from foundation

PROTECTED_JOURNALS + ROLE_READ_TIERS now sourced from foundation.policy.journaling.
The local helpers (_check_protected_access, _check_cell_pm_access,
_check_cell_member_access) are collapsed into a single tier-driven check via
_decide_protected / _decide_by_tier. Pre-Phase-2 GLOBAL_READERS that lumped
CEO/auditor/PO/HoM/main_pm together is split into ReadTier.ALL (ceo+auditor —
includes protected) vs ReadTier.ALL_CELLS (others — excludes protected).
Observable behavior preserved.

* feat(foundation/policy): tracing Requirement enum + check_requirements

19 requirements (16 from pre-Phase-2 tracing_gate + 3 pre-gateway parity:
JOURNAL_NOTE_AT_CLAIM, JOURNAL_DECISION_AT_CLAIM, JOURNAL_DURING_WORK).
GateContext expanded with the new presence flags and journal_during_work_count.
Acceptance-criteria checker keeps the spec §9 item 1 reflect-note shortcut.

* feat(foundation/policy/tracing): VERB_REQUIREMENTS table + verb parity validator

Maps every gateway intent verb to its required-set. Includes the 6 inline
journal:decision callsites (submit_up, complete, unblock, escalate_up,
escalate_to_ceo, delegate) plus the 4 pre-gateway parity additions
(NOTE_AT_CLAIM, DECISION_AT_CLAIM, REFLECT on complete, DURING_WORK).
Validator asserts every spec verb is covered or explicitly waived, and
every Requirement enum value is used by at least one verb.

PLAN added to i_will_work_on / i_will_plan (mirrors spec.PRECONDITION_PLAN
in the tracing layer). SELF_VERIFIED added to i_am_done as a defense-in-depth
backstop (auto-set by the in_progress→verifying transition).

* refactor(gateway/i_am_done): tracing gates via foundation.policy.tracing

Adds JOURNAL_DURING_WORK_AT_LEAST_ONE check (pre-gateway parity P2 —
agents must write at least one decision/learning/struggle entry between
claim and submit). Adds journal.has_struggle_for_task helper.
Replaces the pre-Phase-2 tracing_gate.check_requirements call.

SELF_VERIFIED is filtered from the pre-flight required-set: the spec
composes (submit_verification, submit_qa) for i_am_done and the
auto-run submit_verification flips self_verified=True before submit_qa
runs. The flag therefore acts as a defense-in-depth backstop AFTER the
spec, not before — checking it pre-flight would block the auto-verify
path. SELF_VERIFIED stays in the foundation required-set and is
re-asserted by the spec action's own preconditions.

Test fixtures updated: 9 i_am_done success-path tests now mock
has_decision_for_task=True (or equivalent) so the new during-work
cadence gate is satisfied. NO_PR-token assertion broadened to also
accept the foundation token "pr_open".

* refactor(gateway/qa): pass/fail gates via foundation.policy.tracing

* refactor(gateway/doc): i_documented gates via foundation.policy.tracing

Doc-specific missing-key translations (docs_notes>=min, docs_files_non_empty)
added to the central _build_tracing_gap translator established in Task 9.

* refactor(gateway): unify 6 inline journal:decision checks via tracing.check_requirements

Pre-Phase-2 inline blocks at _impl.py lines ~2230/2394/2442/2574/2814/2895
each ran the same has_decision_for_task + Envelope.tracing_gap pattern. They
now call:

- _check_pm_decision_required(verb, ...) — for unblock, escalate_up,
  escalate_to_ceo, delegate. Each declares only JOURNAL_DECISION in
  VERB_REQUIREMENTS, so a single helper consuming
  tracing.requirements_for(verb) suffices.
- _check_complete_gates — for cell_pm_complete and main_pm_complete.
  Consumes VERB_REQUIREMENTS["complete"] = JOURNAL_DECISION + JOURNAL_REFLECT
  + NOTES_MIN_CHARS. The inline _subtasks_not_terminal_envelope is kept
  because its remediation enumerates the non-terminal subtask ids — strictly
  richer than the foundation hint.
- _check_submit_up_gates — for submit_up. Consumes
  VERB_REQUIREMENTS["submit_up"] minus SUBTASKS_TERMINAL (deferred to the
  inline envelope for the same reason as complete).

Also adds the journal:decision tracing gate to the delegate verb
(VERB_REQUIREMENTS["delegate"] = {JOURNAL_DECISION}) — pre-gateway PM.md
required journal:decision before each delegate, but the gateway path had
not yet enforced it. Threaded into _delegate_extra_guards so the verb
body's return count stays under the lint cap.

_build_tracing_gap gains hint translations for journal:decision, notes>=min,
and subtasks_terminal. The body is refactored to a static dispatch table
+ acceptance-criteria batch handler so the branch count stays under the
lint cap.

PM-verb success-path tests updated to provide notes >= 20 chars (the new
NOTES_MIN_CHARS gate); has_reflect_for_task mocks added to a few tests
where they're now load-bearing (AsyncMock truthiness covers most).
6575 tests passing, mypy + ruff clean.

* feat(gateway/claim): require journal:note_at_claim and journal:decision_at_claim

Pre-gateway parity P1, P3: developers wrote a note (scope='note') on
every claim; PMs wrote a decision (scope='decision') on plan. Restored
via foundation.policy.tracing requirements wired through a new
_post_claim_journal_gate helper that runs AFTER the composed
(claim, set_plan, start) sequence completes.

Failed checks return tracing_gap with a remediate hint that tells the
agent to journal then retry. The claim itself stays — the agent
journals and re-issues the verb (idempotent re-entry shortcuts back
to OK once the entry is present).

Adds journal.has_note_for_task helper paralleling
has_decision/reflect/learning/struggle. The PLAN requirement is
filtered out of the post-claim check because spec.PRECONDITION_PLAN
already enforced it before the runner ran — re-asserting at the
tracing layer would emit a misleading hint.

Two new tests verify the gate fires for missing note/decision; existing
success-path tests already mock the journal service via AsyncMock
(returning truthy) so no regressions.

* test(foundation): Phase 2 smoke gate + tracing_gate.py deleted

Phase 2 closes here:
- foundation/policy/journaling.py owns the 5-scope catalog + read tiers
- foundation/policy/tracing.py owns Requirement enum + VERB_REQUIREMENTS
- 6 inline journal:decision checks replaced with unified helpers
- pre-gateway parity restored: NOTE_AT_CLAIM, DECISION_AT_CLAIM,
  DURING_WORK, REFLECT-on-complete
- services/gateway/tracing_gate.py deleted
- enforcement/journal_perms.py read-tier rules canonicalized

Smoke gate 2 enforces: no inline has_decision_for_task remains; every
intent verb has a tracing decision; tracing_gate module is gone.

* fix(foundation/task_completeness): align hint strings with actual enum values

_HINT_NATURE listed 5 values (technical | bugfix | feature | refactor | docs)
but TaskNature only has 2 (TECHNICAL / NON_TECHNICAL). _HINT_ESTIMATED_COMPLEXITY
listed "critical" which Complexity doesn't have. _HINT_TEAM omitted FULLSTACK
(real, used) and didn't note that MARKETING is legacy seed-data. _HINT_TASK_TYPE
was already correct.

Hints now reflect the actual enums in roboco/models/base.py and
roboco/foundation/identity.py — agents reading the gateway's incomplete_input
remediate envelopes will no longer be told to send values the enums reject.

Tests using nature="feature" (DelegateRequest's nature is `str`, not the
enum, so it accepted the fake value silently) updated to nature="technical"
so they exercise a real enum value end-to-end.

* fix(orchestrator): remove dead "critical" complexity branches

Complexity enum has only LOW / MEDIUM / HIGH — no CRITICAL value.
The three "critical" branches in dispatch logic at lines ~3032 / 3331 /
5049 were dead code (the comparison can never be true). Removed.

Surfaced during Phase 2 closeout when the foundation hint string was
audited against the actual enum.

* feat(foundation/policy/communications): Priority + NOTIFY_SENDER_ROLES + ACK_REQUIRED_BY_TYPE

* feat(foundation/policy/communications): CHANNELS catalog (channel topology)

* refactor(agents_config): derive CHANNEL_ACCESS from foundation.communications

* refactor(seeds): derive DEFAULT_CHANNELS / CHANNEL_MEMBERSHIPS from foundation

* refactor(content_actions): derive notify allowlist + priorities from foundation

Replaces _NOTIFY_ALLOWED_ROLES + _VALID_NOTIFY_PRIORITIES literals with
derivations from foundation.communications.NOTIFY_SENDER_ROLES + Priority.

Behavior change: pre-Phase-3 the literal frozenset {cell_pm, main_pm,
product_owner, head_marketing} excluded CEO. Foundation includes CEO
(per spec 5.5). The contradiction with agents_config.NOTIFICATION_PERMISSIONS
(which already granted CEO can_send=True) is now resolved.

* refactor(notification_delivery): requires_ack from foundation.ACK_REQUIRED_BY_TYPE

* refactor(enforcement,agents_config): delete dead notification policy

- enforcement/notification_perms.py deleted (dead at call-graph; only
  the enforcement/__init__.py re-export kept it reachable, and that
  re-export is gone too).
- agents_config.NOTIFICATION_PERMISSIONS dict deleted; agents_config
  .can_send_notifications now derives from
  foundation.policy.communications.NOTIFY_SENDER_ROLES (auditor
  correctly excluded — silent observer per spec §5.5).
- services/permissions.py: _can_role_send_notifications and
  can_agent_send_notifications now derive from NOTIFY_SENDER_ROLES;
  _get_notification_scope encodes the scope rule (cell/all/list)
  locally as a function-of-role and returns list[AgentRole] instead
  of list[slug]; can_notify list-scope branch updated to match.
- enforcement/__init__.py: removed the notification_perms re-export
  and the NotificationPermissionError, get_notification_scope,
  validate_notification_permission names from __all__.

Closes the spec §3 contradiction: gateway content_actions
._NOTIFY_ALLOWED_ROLES (Task 5) and the legacy
agents_config.NOTIFICATION_PERMISSIONS no longer disagree about
whether auditor may call notify(). Both now derive from
foundation.NOTIFY_SENDER_ROLES.

* fix(content_actions): runtime auditor guard in say/dm (defense in depth)

Closes the spec §5.5 gap where the auditor's silent role was enforced
ONLY by manifest exclusion. The manifest pre-filters the tool surface
exposed to the auditor agent, but if anything bypassed it, the auditor
could speak. The new runtime guard in ContentActions.say/dm refuses
with Envelope.not_authorized when the caller's role is "auditor",
regardless of how the call arrived.

* fix(a2a): pass Priority tristate end-to-end (was reduced to boolean)

Pre-Phase-3 path:
  request priority: str -> services/a2a.py reduces to urgent: bool
  -> services/notification.py maps bool back to NotificationPriority
This made Priority.HIGH unreachable through the A2A path.

After this fix the full tristate (NORMAL/HIGH/URGENT) survives end-to-end:

  * services/a2a.py:create_a2a_notification parses metadata["priority"]
    (preferred) or falls back to legacy metadata["urgent"] / config.urgent
    (URGENT-only). Unknown values fall back to NORMAL.
  * services/notification.py:send_a2a_notification now takes
    a2a_context["priority"] (NotificationPriority); a defensive bool/str
    coerce keeps legacy callers from crashing.
  * runtime/orchestrator.py:_build_a2a_prompt reads priority off the
    notification row (the source of truth) instead of a non-existent
    metadata.urgent and renders three tiers: URGENT bold, HIGH softer,
    NORMAL no prefix.

Cosmetic [URGENT] body/subject prefix stays urgent-only; HIGH gets no
prefix but is recorded as HIGH at the NotificationTable.priority column.

Tests:
  * 9 new tests in tests/integration/test_a2a_priority_tristate.py
    pinning the round-trip for HIGH/NORMAL/URGENT through both layers
    plus legacy-bool backcompat.
  * Updated tests/unit/services/test_notification.py::test_send_a2a_notification
    to the new priority= contract.

Closes the spec section 3 contradiction flagged in the audit.

* feat(foundation/policy): agent_loop BudgetPolicy + VERB_RETRY_LIMITS

* refactor(agent_sdk): import budget thresholds from foundation

* refactor(orchestrator): import _PM_RESPAWN_MAX_UNPRODUCTIVE from foundation

* fix(post-tool-budget-hook): exit 1 on loop-halt (was exit 0 / non-blocking)

Pre-Phase-3 the hook printed [Loop] and exit 0'd — agents could ignore it
and keep retrying. The 2026-05-10 smoke run showed i_am_done retried 5+
times within the global 150-tool budget, never hitting a real wall.

Now the hook reads the SDK response's loop_action field (sourced from
foundation.BudgetPolicy.loop_action; default "halt") and exits 1 to
deny the wrapping tool call when the rolling-window loop detector fires
AND loop_action is "halt". Operators can soften via env
ROBOCO_AGENT_LOOP_ACTION=warn for debugging.

Changes:
- BudgetStatus pydantic model: add loop_action: Literal["warn", "halt"]
  (default "halt") so the SDK response carries the policy.
- agent_sdk/server.py: read ROBOCO_AGENT_LOOP_ACTION env override on top
  of foundation default and surface it in _budget_snapshot().
- post-tool-budget-hook.sh: parse .loop_action, exit 1 to stderr when
  loop+halt; falls back to legacy warn-only print if the field is
  missing (older SDK / partial deploy).

* feat(agent_sdk): per-verb retry circuit breaker via foundation.VERB_RETRY_LIMITS

Pre-Phase-3 the gateway had no per-verb retry cap. The 2026-05-10 smoke
showed i_am_done retried 5+ times in 2 minutes within the global 150-tool
budget — the agent never hit a real wall.

Now the SDK tracks (verb, task_id) -> deque[timestamp] over a 60s sliding
window. When the count for a verb exceeds foundation.retry_limit_for(verb),
the next attempt receives Envelope.circuit_open with a remediate hint
pointing to i_am_blocked / i_am_idle as graceful exits.

Verbs in foundation.UNLIMITED_RETRY_VERBS (give_me_work, triage,
evidence, etc.) bypass the breaker. Only rejection envelopes
(tracing_gap, invalid_state, not_authorized, incomplete_input) feed
the counter — successful calls do not count.

Wire-up:
- Envelope.circuit_open classmethod + as_dict pass-through
- _SessionState.verb_attempts: defaultdict[(verb, task_id), deque[float]]
- Helpers _record_verb_attempt / _verb_attempt_count / _check_verb_circuit
- POST /verb/attempted: hook posts after a rejected gateway call;
  response carries breaker state + (when open) the wire-format
  Envelope.circuit_open dict the agent should surface to itself
- GET /verb/circuit_status: read-only state probe
- _state.reset() (also POST /budget/reset) wipes the tracker on spawn

* test(foundation): Phase 3 smoke gate + foundation-check extended

Phase 3 closes here:
- foundation/policy/communications.py owns Priority, NOTIFY_SENDER_ROLES,
  ACK_REQUIRED_BY_TYPE, ChannelSpec, CHANNELS, parse_priority
- foundation/policy/agent_loop.py owns BudgetPolicy, VERB_RETRY_LIMITS,
  UNLIMITED_RETRY_VERBS, retry_limit_for
- 6 channel topology fork sites collapsed to one source (CHANNELS)
- Notification sender contradiction closed (CEO included; auditor excluded)
- A2A urgency tristate restored (HIGH reachable end-to-end); A2A
  service now consumes parse_priority instead of inlining branches
  (also drops create_a2a_notification CC from C/13 to A/<10)
- Auditor silent role enforced at runtime in say/dm
- enforcement/notification_perms.py deleted (was dead code)
- 7 hand-set requires_ack callsites consolidated to ACK_REQUIRED_BY_TYPE
- post-tool-budget-hook.sh exits 1 on loop-halt
- Per-verb retry circuit breaker live in agent_sdk (60s sliding window)

make foundation-check now validates communications + tracing + journaling
+ identity drift in one command. make quality green.

* refactor(lifecycle): copy spec.py to foundation/policy/lifecycle.py + shim

Phase 4 Task 1 — relocates the canonical lifecycle spec next to its policy
siblings (task_completeness, tracing, journaling, communications, agent_loop).

The original roboco/lifecycle/spec.py is now an explicit re-export shim;
consumers continue to work unchanged. Subsequent Phase 4 tasks (2-7) migrate
the imports in batches, then Task 8 deletes the shim.

No behavior change — pure code move.

* refactor(services): import lifecycle from foundation (Phase 4 batch)

* refactor(agents,enforcement): import lifecycle from foundation (Phase 4 batch)

* refactor(tests): import lifecycle from foundation (Phase 4 batch)

* refactor(foundation): absorb lifecycle _validate + _generators

Phase 4 Tasks 9 + 10. Moves the lifecycle spec's internal validators
to roboco/foundation/_validate_lifecycle.py and its RAG/prompt artifact
emitter to roboco/foundation/_generators.py.

The lifecycle validators live in a sibling module (not merged with
foundation/_validate.py) because the lifecycle spec imports from
foundation at module load — placing the lifecycle checks alongside the
identity checks would create an import cycle between
roboco.foundation and roboco.foundation.policy.lifecycle (the latter
calls the validators at the bottom of its own definition). The
_validate_lifecycle module defers its policy.lifecycle imports to
function bodies so it loads cleanly when the spec hasn't finished
initialising yet; the per-file PLC0415 exemption in pyproject.toml
documents the reason.

Test files relocated:
- tests/lifecycle/test_spec.py        -> tests/foundation/test_lifecycle_spec.py
- tests/lifecycle/test_generators.py  -> tests/foundation/test_lifecycle_generators.py

scripts/build_lifecycle_artifacts.py now imports the generators from
roboco.foundation; the on-disk artifacts (docs/rag/lifecycle,
panel/lib/lifecycle.json, agents/prompts/_generated/lifecycle-*.md)
regenerate byte-identically.

After this commit, roboco/lifecycle/ contains only the spec.py and
__init__.py re-export shims — Task 8 deletes those.

No behavior change. 6638 tests pass; make quality green.

* refactor(lifecycle): delete legacy roboco/lifecycle/ package

Phase 4 Task 8. All consumers migrated to roboco.foundation.policy.lifecycle
in Tasks 2-7; the internal validators + generators moved to foundation in
Tasks 9-10. The legacy package contained only re-export shims.

Also trims tests/foundation/test_role_reexport.py — the two assertions that
checked the lifecycle.spec shim's object-identity are gone with the shim.
The two models.base shim assertions (AgentRole / Team) are still
meaningful and stay.

Inline docstrings / comments in enforcement/task_lifecycle.py,
services/gateway/role_config.py, services/gateway/content_actions.py,
tests/integration/test_task_service_lifecycle_misc.py and
foundation/policy/lifecycle.py that referenced the now-deleted
roboco.lifecycle.spec module are updated to point at
roboco.foundation.policy.lifecycle.

After this commit, roboco.lifecycle is gone. Lifecycle policy lives only
at roboco.foundation.policy.lifecycle. Adding new lifecycle rules edits
exactly that one file.

* refactor(api): consolidate route-guard role-sets via foundation

Replace hand-written role-name string frozensets in roboco/api/deps.py
(_PM_OR_ABOVE_ROLES, _DEVELOPER_OR_ABOVE_ROLES, _GLOBAL_CELL_ACCESS_ROLES)
and roboco/api/routes/v2/_role_dep.py (require_dev/qa/doc/cell_pm/main_pm/
board/auditor) with foundation-derived expressions over PM_ROLES,
BOARD_ROLES, DEV_ROLES, and Role enum members.

Behavior is preserved: Role is a StrEnum, so the lowercase X-Agent-Role
header still compares equal to its matching member. HEAD_MARKETING stays
excluded from every -or-above set (marketing spokesperson, not approver);
the carve-out is now expressed as (BOARD_ROLES - {Role.HEAD_MARKETING})
instead of an opaque literal.

Adds tests/foundation/test_route_guard_consolidation.py (6 tests) pinning
both the foundation-derived membership and the import contract.

* test(foundation): Phase 4 smoke gate + housekeeping closeout

Phase 4 closes the foundation canonicalization effort (Phases 1-4 spanning
2026-05-10 -> 2026-05-11):

Phase 1 - identity + task_completeness (skeleton-task bug killed)
Phase 2 - tracing + journaling (pre-gateway cadence restored)
Phase 3 - communications + agent_loop (channel/notification/A2A/circuit-breaker)
Phase 4 - housekeeping (lifecycle moved to foundation; consumers migrated)

All cross-cutting policy now lives in roboco/foundation/. Adding a policy
edits exactly one file. The legacy roboco.lifecycle package is gone.
Smoke gates 1-4 enforce: no skeleton tasks, no inline journal:decision
checks, channel topology canonical, A2A tristate preserved, auditor silent
at runtime, lifecycle module path canonical.

make quality + make foundation-check both green.

* fix(mcp/agent_sdk): wire per-verb circuit breaker into response handler

Phase 3 Task 14 added the SDK infrastructure (tracker, endpoints,
Envelope.circuit_open, retry_limit_for) but nothing was actually
recording rejections — the breaker never tripped. This commit wires
the gateway-response path so every rejection envelope (tracing_gap /
invalid_state / not_authorized / incomplete_input) hits
POST /verb/attempted, and if the breaker is open, the envelope is
substituted with the circuit_open response before the agent sees it.

Best-effort: SDK-unreachable / malformed-response failures fall open
(agent sees the original rejection), so the breaker never breaks the
gateway path.

* fix(notification_delivery): retype CEO approval-flow notifications APPROVAL

notify_assignee_of_ceo_rejection and notify_ceo_of_escalation were both
typed NotificationType.TASK_ASSIGNMENT, which the Phase 3 foundation
table (ACK_REQUIRED_BY_TYPE in roboco/foundation/policy/communications.py)
maps to requires_ack=False. Both are approval-flow notifications and
should mandate acknowledgment.

Retyped both to NotificationType.APPROVAL so the table lookup yields
requires_ack=True via ACK_REQUIRED_BY_TYPE[NotificationType.APPROVAL].

* test(foundation): move lifecycle parity + smoke-replay tests under tests/foundation/

Phase 4 Task 8 deleted roboco/lifecycle/ but tests/lifecycle/ still held
two files importing roboco.foundation.policy.lifecycle. Mirror the layout
of test_lifecycle_spec.py and test_lifecycle_generators.py (moved in
Phase 4 Tasks 9+10) by relocating them under tests/foundation/ with the
test_lifecycle_* prefix, then delete the now-empty tests/lifecycle/
package.

  tests/lifecycle/test_consumer_parity.py
    -> tests/foundation/test_lifecycle_consumer_parity.py
  tests/lifecycle/test_smoke_replay.py
    -> tests/foundation/test_lifecycle_smoke_replay.py

* build(make): consolidate ci-lifecycle-check into foundation-check

ci-lifecycle-check was a thin wrapper that regenerated lifecycle artifacts
via scripts/build_lifecycle_artifacts.py and gated on git diff. After
Phase 4 it sat alongside foundation-check covering the same drift-gate
intent. Merge the lifecycle-artifact regen + git-diff step into
foundation-check so a single 'make foundation-check' is the canonical
drift gate.

Keep ci-lifecycle-check as a phony alias forwarding to foundation-check
for any external script or CI lane still using the old target name.
Drop the redundant ci-lifecycle-check call from 'make quality'.

* ++

---------

Co-authored-by: Renn F <rennf93@users.noreply.github.com>
2026-05-11 02:15:47 +02:00
Renn F 73e1e96851 Many fixes and cleanups 2026-05-09 03:15:09 +02:00
Renn F 3cabee155e chore(lifecycle): remove quarantined state (phantom)
State existed in the lifecycle table and the enum but no verb, route,
or service path ever set it. Removing dead state. If we need
problem-task isolation later we'll add it explicitly with a verb.
2026-05-03 09:52:07 +02:00
Renn F e4b4ac6d33 Fixed some ggit operations and that. Still needs work. PR problem 2026-04-21 04:21:08 +02:00
Renn F 8e201901c0 I mean, it's at a good place rn... 2026-04-20 15:10:54 +02:00
Renn F 0023c25d60 Added git workflow + fixing some issues 2026-04-19 16:13:42 +02:00
Claude e3a08473a2 Update kb-tools docs with LLM-based validation details 2026-01-30 12:38:42 +00:00
Claude c3b6346098 Remove docs created for wrong project 2026-01-30 12:37:08 +00:00