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6 Commits
Author SHA1 Message Date
0ca9d91b72 v0.16.0: fastapi-guard HTTP security layer — calibrated + scanner honeytrap (#290)
* [fastapi-guard] Phase 1a: gated config flags for the HTTP security layer

Adds the ROBOCO_GUARD_* settings (all default-off / secure-default) for the
upcoming fastapi-guard 7.2.0 hardening — guard_enabled (master switch),
guard_fail_secure (fail-closed default; NAS overrides to false),
guard_telemetry_enabled + guard_agent_api_key + guard_project_id (guard-agent
telemetry, opt-in), guard_emergency + guard_emergency_whitelist (lockdown kill
switch). Inert until consumed: nothing reads them yet, so the request path is
unchanged. Foundation for v0.16.0.

* [fastapi-guard] Phase 1b: security foundation module + gated wiring

Add fastapi-guard 7.2.0 + guard-core 3.3.0 (bare, unpinned) and roboco/security.py:
- build_security_config() from settings — behind-nginx real-IP (trusted_proxies +
  trust_x_forwarded_proto), HSTS/CSP headers, threat-ban + 404-sweep rules,
  redis-backed state, exclude_paths (/ws + health + docs), env-driven
  enforce_https, fail_secure (secure default), emergency lockdown, guard-agent
  telemetry (opt-in), passive-mode calibration switch.
- guard_deco singleton (SecurityDecorator) for per-route decorators (Phase 2+).
- Three custom content validators guard's WAF can't cover: prompt-injection /
  role-override, secret-exfil / credential-in-body, internal-SSRF.
- apply_guard(app) + guarded_lifespan() wired into create_app AFTER settings.
  guard_passive_mode config flag added.

Entirely gated by ROBOCO_GUARD_ENABLED (default off): create_app mounts nothing
and returns the unchanged app when off (verified). make quality GREEN
(cov 95.32%, pip-audit clean, import-linter 2/0). 12 new unit tests.

* [fastapi-guard] Phase 2: critical-path decorators

Apply guard decorators to the highest-value endpoints (metadata-only; enforced
only when the middleware is mounted, so no-op while ROBOCO_GUARD_ENABLED is off):
- provider keys (ollama/grok/self-hosted writes): strict rate_limit +
  max_request_size + block_clouds (no datacenter IP should touch secret writes).
- settings write + release approve/reject (CEO-gated): strict rate_limit.
- intake chat (prompter start/messages/events): rate_limit + max_request_size +
  custom_validation(prompt_injection_validator) — the prompt-facing free-text
  ingress gets the injection/role-override/secret-exfil content scan.

make quality GREEN (cov 95.32%, contracts 2/0). App builds with guard off,
decorators inert (verified).

* [fastapi-guard] Phase 3: wide decorator coverage across ingress + sensitive routes

Targeted-wide application (metadata-only; no-op until ROBOCO_GUARD_ENABLED). The
global SecurityMiddleware already rate-limits + WAF-scans every request, so this
adds the custom content validators on free-text ingress + tight limits on
sensitive ops (not blanket per-route rate_limit on reads):

- agent gateway do verbs (note/say/commit/dm/pitch/progress/draft_playbook/...):
  rate_limit + max_request_size + custom_validation(secret_exfil or prompt_injection).
- a2a message/send + chat writes: rate_limit + size + prompt_injection.
- optimal/RAG (kb/search, rag/query, mentor/ask, errors/decisions/standards/
  learnings): prompt_injection on searches, secret_exfil on record writes; docs
  index → internal_ssrf.
- tasks: create/update → prompt_injection; QA/doc/PM transitions → secret_exfil;
  CEO-gated verbs → tight rate_limit.
- secretary chat → prompt_injection; research → internal_ssrf; orchestrator
  spawn/mutations → rate_limit; git ops + flow verbs → tight rate_limit.
Pure GET/reads left to the global middleware. Applied via a Sonnet workflow,
then verified: app builds with guard off (decorators inert), make quality GREEN
(cov 95.37%, contracts 2/0). Decoy/honeypot-path surface deferred (needs verified
guard ban-API integration — not rushed).

* [fastapi-guard] Phase 5: arm the NAS composes in passive/log-only mode

Arm ROBOCO_GUARD_ENABLED=true + ROBOCO_GUARD_PASSIVE_MODE=true +
ROBOCO_GUARD_FAIL_SECURE=false on the two NAS composes (docker-compose.yaml +
.yml). Passive = guard mounts and logs what it WOULD block but blocks nothing,
so the next NAS deploy calibrates against real traffic; flip PASSIVE_MODE off
after the false-positive review to enforce. fail_secure=false keeps a
guard-internal error from 500ing the personal deploy. The registry (user-facing)
compose is deliberately left unarmed so its published default stays conservative.
Phase 4 (passive calibration) is the operational step this enables.

* feat(security): Phase 3b — full-arsenal per-route guard enrichment

Stack the applicable guard decorators per surface instead of the minimal
rate_limit/max_request_size/custom_validation triad: content_type_filter on
every JSON-body write, honeypot_detection form-traps on human-facing POSTs,
block_clouds on key-writes + CEO release ops, behavior_analysis runaway-rate
rules on the agent flow/do verbs, suspicious_detection + usage_monitor on the
sensitive surfaces. Nine distinct decorators now applied thoughtfully per
endpoint. All metadata-only — no-op while ROBOCO_GUARD_ENABLED is off.

* fix(a2a): permit PR reviewer to deliver gate verdicts to the owning PM

can_a2a_direct had no pr_reviewer rule, so a reviewer (team=board, or a cell
team) fell through to the cell-member path and was cross-cell-denied when the
in-path gate delivered a pr_fail change-request to main-pm (or a cross-cell
cell-pm): "Cannot A2A main-pm ... Ask None to coordinate with None". The
delivery is best-effort, so pr_fail still transitioned but the verdict never
reached the owning PM — the blind-re-submit signal-gap the pr_fail fix closes.

Add an explicit pr_reviewer handler: it may A2A only cell_pm / main_pm (its
sole comms surface — everything else it posts on the PR itself), with a matching
route hint. The cell reviewers kept same-team access by coincidence; this scopes
every reviewer to PM-only, the correct model, with no other A2A caller affected.

Refresh uv.lock to the current resolution.

* feat(models): adopt Claude Sonnet 5 as the sonnet tier

Point the 'sonnet' alias at claude-sonnet-5 (MODEL_MAP) and give pr_reviewer
its own opus tier in ROLE_MODEL_MAP — it was falling through to the sonnet
default, and the role gates untrusted external/fork PRs plus root→master, which
warrants opus.

Price claude-sonnet-5 at the promotional 33% off Sonnet 4.6 ($2.01 / $10.05,
cache 0.201 / 0.5025) through 2026-08-31 via a dedicated pricing fragment that
beats the bare 'sonnet' alias; revert to full rate when the promo ends. Bare
'sonnet' stays full-rate as a conservative fallback (prod prices the resolved
claude-sonnet-5 id from the transcript).

Update the model docs and the billing / usage / manifest / spawn tests.

* feat(security): calibrate the guard WAF for RoboCo traffic + document the layer

The first end-to-end run of the fastapi-guard layer showed active enforcement
would block ~50% of legitimate agent traffic — RoboCo request bodies are code,
SQL, diffs, file paths, HTML, and URLs, which the stock signature WAF reads as
attacks. build_security_config now excludes RoboCo's free-text top-level body
fields (derived from the real request models, including the free-form container
fields whose nested prose is stringified and scanned) from WAF scanning,
dropping the active-mode false-positive rate to zero while keeping the WAF on
every non-excluded (id/enum/slug/branch) field and leaving the
prompt-injection / secret-exfil / internal-SSRF validators — which run
independently of the exclusion — fully in force. enable_penetration_detection
is made explicit.

Only excluded_detection_body_fields is reliable on guard 7.2.1: the per-route
categories knob is bypassed for JSON bodies, and the body scanner excludes
top-level keys only (scanning str(value) of every non-excluded field), so
free-form container fields must be excluded wholesale.

Adds tests/unit/test_security_middleware.py — the first end-to-end exercise of
the middleware (mounts it, drives guard's lifespan, fires real requests):
proves passive mode is log-only, active mode does not false-positive on
realistic agent payloads, threats are still blocked inside excluded fields, and
the WAF still fires on non-excluded fields.

Docs: CHANGELOG (Unreleased); a user-facing Optional-subsystems page + nav +
env reference for the HTTP security layer; the agent-facing RAG corpus
(what it is + why a request could be blocked); and the roboco mapping
(api-core-websocket / deployment-tooling / _complete_map).

* feat(security): Surface N — scanner honeytrap (guard /api auto-ban + nginx edge-drop)

Turns scanner probes against the scanner, in two layers matched to where
traffic lands. Behind nginx only /api, /ws, /health, /ready reach the
orchestrator, so guard can only see (and ban) scanner probes on those paths;
the classic root probes (/.env, /wp-login.php, /phpmyadmin, /.git/config) hit
the panel. So:

- build_security_config's threat_ban_config gains recon / sensitive_file /
  cms_probing categories. A scanner probing those fingerprints on an /api path
  is detected on the URL-path scan; repeated probes from one IP trip an adaptive
  per-IP auto-ban (redis-backed, 24h). Only bans in active mode (passive logs
  the recon hit) and needs redis (the 24h ban exceeds the in-memory cap). The
  spec's decoy-route file is redundant — the WAF url-path scan bans regardless
  of a registered route — so it is intentionally omitted.
- docker/nginx.conf drops the classic root scanner paths at the edge with 444
  (connection closed, no response) before they reach the panel, anchored to
  known scanner fingerprints so /.well-known and every real panel/API route are
  untouched. Always on, independent of ROBOCO_GUARD_ENABLED.

Tests: 2 unit (the exclusion set + the scanner-ban categories are present) and
2 integration (a decoy path is blocked in active mode, passes in passive). The
nginx regex was validated against 15 scanner + 19 legit paths (0 false
positives). Docs: CHANGELOG, the HTTP-security page, the roboco mapping, and the
agent-facing RAG corpus.

* Token optimization — per-role observability, compute policy, spawn preflight (#291)

* test(models): lock the sonnet→claude-sonnet-5 MODEL_MAP invariant

* feat(usage): surface cache tokens + cache_hit_rate in usage breakdowns

* feat(usage): add per-role usage breakdown endpoint

* feat(usage): add spawn-waste signal (per-role unproductive rate + respawn strikes)

* feat(panel): surface per-role cost/cache + spawn-waste on the metrics page

* feat(routing): Phase 2 per-role compute policy — qa→haiku, main_pm→sonnet, per-role effort env mechanism (default-inert)

* feat(orchestrator): Phase 3 flag-gated spawn preflight — refuse non-gateway delivery roles (respawn-forever guard)

* chore(compose): arm ROBOCO_SPAWN_PREFLIGHT_ENABLED on the NAS composes

* docs: per-role usage observability, per-role compute policy, and spawn preflight

---------

Co-authored-by: Renn F <rennf93@users.noreply.github.com>

* fix(panel): pin outputFileTracingRoot so the standalone build isn't broken by stray lockfiles

* feat(routing): populate ROLE_EFFORT_MAP + wire the verified --effort flag (cell_pm/board/auditor to medium)

* feat(gateway): omit empty context_briefing sections (Phase 4 payload compaction)

* refactor(orchestrator): extract spawn chokepoint guards to restore xenon rank B on spawn_agent

---------

Co-authored-by: Renn F <rennf93@users.noreply.github.com>
2026-07-01 23:54:48 +02:00
153723406e Feat/autonomous maintenance (#264)
* feat(ci-watch): config flags

Default-off CI-watch config (mirrors self_heal_*): ci_watch_enabled,
ci_watch_default_workflow (ci.yml), ci_watch_interval_seconds (1800),
ci_watch_max_open_tasks (3), ci_watch_max_per_cycle (1). Registers
ci_watch_enabled in the panel FEATURE_FLAGS. 4 tests.

* feat(ci-watch): per-project ci_watch_enabled/workflow (migration 048)

Adds projects.ci_watch_enabled (bool NOT NULL default false) +
projects.ci_watch_workflow (varchar null) — the per-project opt-in for
multi-repo CI-watch. ProjectTable + Pydantic Project fields + migration 048
(off 047_ws_single_active). Real upgrade->downgrade->upgrade chain verified
against a throwaway Postgres; 2 ORM round-trip tests.

* feat(runtime): prune dangling agent images in the background sweeper

Every agent-image rebuild orphans the prior build's layers as an untagged
<none> image; across deploys these pile up (the operator hit ~80). The sweeper
now runs 'docker image prune -f --filter dangling=true' (dangling only — a
tagged image or one backing a running container is never dangling), throttled
to settings.image_prune_interval_seconds (default 6h) and gated by
image_prune_enabled (default on). Best-effort: any failure is logged, never
raised into the sweeper. Mirrors the transcript-retention prune. 4 tests.

* feat(ci-watch): source tag + open-task dedupe query

CI_WATCH_SOURCE='ci_watch' + TaskService.list_open_ci_watch_tasks(git_url=None):
non-terminal ci_watch tasks (the dedupe + open-cap basis), optionally scoped to
one repo by git_url — a monorepo registers several cell-projects on one git_url,
so dedupe keys on the repo, not the slug. 2 real-PG tests.

* feat(ci-watch): multi-project CI telemetry fan-out

MultiProjectCITelemetrySource.fetch(projects) reuses the hardened per-project
get_latest_ci_conclusion for each opted-in project (passing its ci_watch_workflow
or the configured default). Per-project isolation: a GitHub error or absent
signal yields NO sample (unknown, never read as green) and never aborts the
sweep; only a real conclusion yields a sample (fail→breach, pass→non-breach).
self-heal source untouched. 3 tests + self-heal regression green.

* feat(ci-watch): engine — fan-out, originate, dedupe, cap

CiWatchEngine.run_cycle(projects) mirrors SelfHealEngine: assess via
MultiProjectCITelemetrySource, open one PENDING ci_watch fix task per red repo
(team=main_pm, assigned_to=main-pm, confirmed_by_human=True so it dispatches
without an Approve-&-Start — the fe029fe3 lesson), never starts/approves/merges.
Dedupe per git_url (monorepo → one fix task per repo) + per-cycle/rolling caps.
Default-off; disabled → no-op. 5 real-PG tests (red→one task, dedupe, cap,
green/none→nothing, disabled).

* feat(ci-watch): orchestrator loop tick + watch-set loader

_ci_watch_loop (registered in start(), cancelled in stop(), separate from the
untouched self-heal loop): dormant unless ci_watch_enabled; each interval loads
the watch set (ci_watch_enabled projects, collapsed one-per-repo via the
existing _projects_one_per_repo) and runs CiWatchEngine.run_cycle, committing
opened tasks. _run_ci_watch_cycle extracted for testing; loud warning when
enabled-but-empty. confirmed_by_human=True on the originated task means it
dispatches without an Approve-&-Start (no stranding, the fe029fe3 lesson).
5 tests (disabled no-op, watch-set filter+one-per-repo, empty warn, engine run).

* docs(ci-watch): CHANGELOG + CLAUDE.md for multi-repo CI-watch

Document CI-watch (Added) in the CHANGELOG and the Self-Healing & Feature Flags
section of CLAUDE.md — it generalizes self-heal to opted-in projects, reuses the
hardened per-project CI lookup, never auto-merges, default-off. Adds the
ci_watch_enabled flag to the feature-flags enumeration.

* feat(dep-update): config flags

Default-off dep-update config (mirrors self_heal_*/ci_watch_*): dep_update_enabled,
dep_update_interval_seconds (604800 = weekly), dep_update_max_open_tasks (3),
dep_update_max_per_cycle (1). Registers dep_update_enabled in FEATURE_FLAGS. 4 tests.

* feat(dep-update): per-project dep_update_command/paths (migration 049)

Adds projects.dep_update_command (varchar null) + dep_update_paths (varchar[]
null) — the per-project opt-in for the dependency-update bot. ProjectTable +
Pydantic Project fields + migration 049 (off 048_ci_watch_project_cols). Real
upgrade->downgrade->upgrade chain verified on a throwaway Postgres; 2 ORM tests.

* feat(dep-update): source tag + open-task dedupe query

DEP_UPDATE_SOURCE='dep_update' + TaskService.list_open_dep_update_tasks(git_url=None):
non-terminal dep_update tasks (dedupe + open-cap basis), optionally scoped to one
repo by git_url (monorepo → one open dependency-update task per repo). 2 real-PG
tests.

* feat(dep-update): read-only lockfile-diff probe

WorkspaceService.dry_upgrade_changes_lockfile(project): clones the project's
read clone into a throwaway dir (--no-hardlinks, so the read clone is never
mutated), runs project.dep_update_command (no shell, shlex.split), and reports
whether any lockfile path (dep_update_paths or inferred uv.lock/pnpm-lock.yaml)
is dirty. Fail-safe: null/failing command → False (don't originate on a broken
probe), logged; throwaway always removed; never commits/pushes. 5 real-git tests.

* feat(dep-update): engine — detect, originate, dedupe, cap

DepUpdateEngine.run_cycle(projects) mirrors SelfHealEngine/CiWatchEngine: for
each opted-in project (dep_update_command set) with updates available (the
read-only probe), open one PENDING dep_update task (team=main_pm, assigned-to
main-pm, confirmed_by_human=True), never starts/approves/merges. Cheap checks
(command, per-git_url dedupe) before the expensive probe; per-cycle + rolling
caps. Default-off; disabled → no-op. 6 real-PG tests.

* feat(dep-update): weekly orchestrator loop tick

_dep_update_loop (registered in start(), cancelled in stop(), separate from the
self-heal + CI-watch loops): dormant unless dep_update_enabled; each interval
(default weekly) loads projects with a dep_update_command (one-per-repo) and runs
DepUpdateEngine.run_cycle, committing opened tasks. _run_dep_update_cycle
extracted for testing; loud warning when enabled-but-no-commands. Refactored
stop() to cancel background tasks via a shared _cancel_background_task loop
(keeps it under xenon B as the loop count grows). 4 loop tests.

Task 7 (anti-stranding dispatch guard) is satisfied by construction: no
dispatcher skip targets source='dep_update', and the engine sets
confirmed_by_human=True (the fe029fe3 lesson), asserted in the engine tests —
so the originated task dispatches via the assigned-PM path, never stranded.

* docs(dep-update): CHANGELOG + CLAUDE.md for the dependency-update bot

Document the dep-update bot (Added) in the CHANGELOG and the Self-Healing &
Feature Flags section of CLAUDE.md — read-only lockfile-diff probe, never
auto-merges, per-project opt-in via dep_update_command, default-off. Adds the
dep_update_enabled flag to the feature-flags enumeration.

* feat(ci-watch): route fix-task notification to the project's cell PM

On opening a fix task, CiWatchEngine notifies the red project's own cell PM
(resolved from project.assigned_cell via foundation AGENTS — e.g. BACKEND →
be-pm), not the CEO, once per project per cycle. Best-effort: a notification
failure never rolls back the origination. Adds _cell_pm_slug_for +
_notify_cell_pm. 1 real-PG test (asserts to_agent='be-pm', not 'ceo').

* feat(ci-watch,dep-update): expose per-project opt-ins in the project API

Add ci_watch_enabled/ci_watch_workflow + dep_update_command/dep_update_paths to
ProjectUpdate, ProjectUpdateRequest, the PATCH route mapping, ProjectResponse,
and project_to_response — so the panel edit-project dialog can read + set the
per-project autonomy opt-ins (the columns were unreachable through the API
before). Also threads the previously-dropped quality_command through the update
route. 1 real-PG update round-trip test.

* feat(ci-watch,dep-update): panel project-edit fields for the per-project opt-ins

Adds an 'Autonomous Maintenance' section to the edit-project dialog: a CI-watch
enable switch + workflow input, and a dependency-update command + lockfile-paths
input (comma-separated → list). Threads the four fields through the Project /
ProjectUpdate TS types and the mock-mode create fixture. The global on/off
toggles already live in Settings → Feature Flags; these are the per-project
opt-ins. panel tsc --noEmit + eslint green.

* docs(0.12): CI-watch + dep-update bot + image-prune across user docs + RAG

New docs/optional/autonomous-maintenance.md (mirrors self-heal.md) covering both
engines; optional/index rows; panel settings + projects-and-products notes for
the Feature Flags toggles + the edit-project Autonomous Maintenance fields;
resilience note for the dangling-image prune; env-reference + RAG config-reference
tables for all ROBOCO_CI_WATCH_* / ROBOCO_DEP_UPDATE_* / ROBOCO_IMAGE_PRUNE_*
vars; mkdocs nav entry. reflow-check green; prompts unchanged (operator-facing,
not agent-facing).

* chore(release): 0.12.0

Cut [Unreleased] -> [0.12.0] (CI-watch + dep-update bot + image-prune housekeeping
+ the post-0.11.1 run-hardening fixes). Bumps all 8 canonical version refs to
0.12.0 (pyproject / uv.lock roboco pkg / panel package.json / __init__ /
config.app_version + the README / deployment / agent-image-tag examples).

* fix(pr-review): repo-scope external-PR dedupe (no duplicate review on a monorepo)

external_review_task_exists keyed on (project_id, pr, head_sha), but a monorepo
registers several cell-projects on one git_url and the poll already collapses to
one canonical project per repo — so once a review task was re-pointed to a
sibling project, the next poll (checking the canonical project) no longer saw it
and opened a second review of the same PR (observed: PR #131 reviewed once on
guard-core-saas-frontend, once on -backend). Dedupe now spans every project
sharing the PR's repo (git_url); re-review on a new head SHA still works; a
genuinely different repo with the same PR number is independent. 3 real-PG tests.

---------

Co-authored-by: Renn F <rennf93@users.noreply.github.com>
2026-06-25 21:11:36 +02:00
889f3689e7 MegaTask (#248)
* feat(batch): batch_id + collision descriptor columns

Sequenced batch intake ("Mega task") foundation: tasks.batch_id (indexed)
groups a batch of top-level tasks created together; intends_to_touch (text[]),
adds_migration and touches_shared (bool, NOT NULL default false) are the
per-task collision surface the SequencingService will read to wire dependency
waves. Mirrored on the Task model + TaskCreateRequest and wired through
TaskService.create. Migration 046 (real upgrade->downgrade->upgrade verified
vs a throwaway pgvector PG); a non-batch task declares no surface (defaults).

Task 1 of the 0.11.0 sequenced-batch-intake plan.

* feat(batch): flag + draft collision descriptors

Default-off ROBOCO_BATCH_INTAKE_ENABLED (config + FEATURE_FLAGS + panel card);
the propose_draft tool doc + the TS DraftProposal gain the per-task collision
surface intends_to_touch / adds_migration / touches_shared. The draft is a loose
dict so the descriptors ride it through the relay intact (test asserts the
forwarded payload); the analyzer (Task 3) reads them to wire dependency waves.

Task 2 of the 0.11.0 sequenced-batch-intake plan.

* feat(batch): deterministic collision-sequencing analyzer

SequencingService.analyze turns a batch's per-task collision surfaces into a
dependency DAG + execution waves — correctness in CODE, not agent judgment.
Rules in order: file overlap serializes (more-important first), migrations form
a serial chain (no concurrent Alembic heads), touches_shared runs last, cell
contention warns (never serializes); then dedupe, existence + cycle check, and
Kahn topological layering. Pure (no DB/services); SequencingError on a cycle or
out-of-range edge.

Golden test reproduces the CEO's hand-sequenced 4 waves of the 11-item
guard-core-app batch (the effort that deadlocked the Main PM): S6 alone last,
the R1/R3/R4 migration chain, R2/R3/S8 serialized on the shared threat service,
S1/S2/S7 in one parallel wave.

Task 3 of the 0.11.0 sequenced-batch-intake plan.

* chore(batch): brand the user-facing surfaces "MegaTask"

The user-facing name is MegaTask: the feature-flag label is "MegaTask intake",
the panel flag-card and the config description lead with MegaTask. Internal
names stay technical (batch_intake_enabled, batch_id, SequencingService).

* chore(batch): drop the feature flag — MegaTask is a core intake scope

MegaTask is additive and opt-in by its own nature (the Prompter proposes a
batch only when the CEO asks for several tasks; single-task intake is
unchanged), so there is no risk surface a flag protects — 'don't create a
MegaTask' is the off switch. Remove batch_intake_enabled from config, the
FEATURE_FLAGS registry, the panel flag card, and its tests. MegaTask will be
a third scope option in the Intake modal (single-cell / multi-project /
MegaTask), not a toggle.

* feat(batch): MegaTask identity predicate + orchestrator branchless recognition

The single source of truth for the umbrella's exemptions: pure
is_batch_umbrella / is_batch_root_subtask / is_branchless_coordination
(foundation/policy/batch.py) — an umbrella has a batch_id and is top-level; a
root-subtask shares the batch_id but is parented. The orchestrator's
_is_coordination_task now consults is_branchless_coordination, so a MegaTask
umbrella is recognized as doing no git of its own (git-exempt at spawn-readiness
/ stuck-detection) exactly like a product fan-out root. Non-batch behavior is
identical (the predicate reduces to the old no-project+product check; the
orchestrator coordination suite stays green), and the umbrella branch is inert
until the create path exists.

First slice of the MegaTask umbrella enforcement (branchless guard).

* feat(batch): branchless umbrella guard across the git-exemption sites

A MegaTask umbrella does no git of its own — every git-exemption site in
TaskService now consults the shared is_branchless_coordination predicate
instead of an inline product-only check, so the umbrella's exemptions
cannot drift between sites:

- the claimed->in_progress branch gate (GitContext.is_coordination) lets
  an unbranched umbrella reach in_progress and delegate;
- _ensure_branch_for_task short-circuits an umbrella to "" instead of the
  misconfigured raise (the claim path ignores the return, treating it as
  branchless);
- CEO-reject routing sends a rejected umbrella to the Main PM in PENDING
  (needs_revision is developer-claim-only and would deadlock it).

Covers both shapes via the predicate (product fan-out root OR umbrella);
a batch root-subtask keeps its own branch/PR. Adds orchestrator
recognition tests for the umbrella plus claim/branch/reject integration
tests.

* feat(batch): umbrella assembles no PR; completes branchless

submit_root now hard-rejects a MegaTask umbrella up front (a preflight
that also folds in the unknown-role refusal to stay within the
return-count budget): the umbrella spans many projects with no single
master, so each root-subtask opens and is reviewed on its own PR — the
umbrella never enters the in-path review gate. The Main PM completes it
directly once every root-subtask is terminal.

Umbrella completion needs no new code: it is branchless (no branch_name),
so _main_pm_complete_guard already accepts it from in_progress, checks
all_subtasks_terminal, and main_pm_complete walks it to awaiting_pm_review
and escalates to the CEO with no PR creation — exactly the product
fan-out root path. Adds the submit_root-reject and umbrella-completion
gateway tests; pins batch_id=None on the normal-root submit_root test
(a MagicMock auto-attr would otherwise read as an umbrella).

* feat(batch): MegaTask create path — umbrella + sequenced root-subtasks

PrompterService.confirm_live_batch turns N confirmed drafts into a real
MegaTask: it builds each draft's collision surface, runs the pure
SequencingService to get conflict-free waves, creates the branchless
umbrella (batch_id, no project/product), then one root-subtask per draft
(own project, parent=umbrella, sequence=wave index, descriptors), and
wires the analyzer's edges through add_dependency so the existing
dependency-gate runs the waves in order. The route picks the start path
like a single confirm: 'board' holds the root-subtasks in BACKLOG for the
batch review; 'main_pm' creates them PENDING so wave 0 dispatches at once.

create_task_from_draft gains a BatchPlacement (parent/batch/sequence/
team_override) and forwards the collision descriptors; the exactly-one-
target rule (here and the TaskService.create invariant) is relaxed for an
umbrella, which legitimately targets neither. New route
POST /live/{session}/confirm-batch + BatchConfirmRequest mirror the single
confirm. Adds the structural-invariant + board-hold + empty-batch tests.

* feat(batch): release MegaTask root-subtasks on CEO approval; board awareness

The board route holds a MegaTask's root-subtasks in BACKLOG so the work
waits for the batch review. approve_and_start (CEO gate #1, board->Main PM)
now releases them via _activate_batch_root_subtasks: each held child flips
BACKLOG -> PENDING + team=main_pm so the dependency-gate dispatches wave 0.
No-op for a non-umbrella; idempotent (children past BACKLOG untouched).

The Product Owner and Head of Marketing identity prompts gain a MegaTask
section so they review the whole batch + wave plan and adjust scope before
sign-off (they review drafts; the umbrella is their unit). Also extracts
the create() target invariant into _require_target_or_umbrella to keep the
method under the complexity gate after the umbrella exemption. Adds the
umbrella-approval activation test.

* feat(batch): multi-project intake scope for MegaTask

A MegaTask spans several possibly-unrelated repos, so the intake chat can
now be scoped to an explicit project list (not just one project or one
product). StartLiveRequest gains project_ids; /live/start threads it
through start/spawn_intake_session -> _spawn_intake_container ->
_clone_intake_scope. The multi-repo clone machinery already existed for
products; _intake_scope_slugs now also resolves an explicit project_ids
set (split into _slugs_for_project_ids / _slugs_for_product), cloning each
repo with the first as the primary cwd and the siblings readable. Scope
validation is now 'exactly one of project_slug / product_id / project_ids'
via the shared _require_one_intake_scope. Adds scope-resolution, spawn,
and route tests for the MegaTask path.

* feat(batch): propose_batch intake tool (MegaTask multi-draft hand-off)

The intake agent can now hand the panel a whole MegaTask in one tool call.
Both intake paths gain propose_batch alongside propose_draft:
- Claude (intake_driver): a propose_batch tool registered on the in-SDK
  MCP server + allowlisted; the driver intercepts the ToolUseBlock and
  emits ONE StreamChunk(kind="batch") carrying {drafts:[...], title}.
- grok (intake_server): a propose_batch tool that POSTs a "batch" relay
  event via the shared _post_event helper (post_draft/post_batch).

A batch carries N drafts, each the propose_draft shape PLUS its own
project_id (a MegaTask spans unrelated repos) and collision surface so the
analyzer sequences the waves. The prompter prompt documents the MegaTask
scope + when to call propose_batch. Adds Claude-normalize and grok-relay
tests for the batch path.

* feat(batch): MegaTask intake panel — third scope, batch review, waves

The panel now drives a MegaTask end to end. The intake modal gains a
third scope, 'MegaTask', beside Single cell and Board-led: a multi-project
checklist (a MegaTask spans several possibly-unrelated repos), validated
to at least two. start() sends project_ids; use-prompter accumulates the
agent's single propose_batch hand-off as a 'batch' SSE event into a
BatchProposal and lands in a new batch_preview state.

A new BatchReviewCard lists every proposed task with its target project +
collision-surface badges (migration / shared) and offers one start path
for the whole batch — Board review & Start or Approve & Start — wired to
confirmBatch → POST /confirm-batch. The success card shows the sequenced
result: N tasks in M waves (+ any advisory notes). prompter.ts gains the
DraftScale 'megatask' + the BatchConfirm payload/result types; the SSE
client allows the 'batch' kind. Panel typecheck + lint + 113 tests green.

* docs(batch): MegaTask across changelog, CLAUDE.md, site, and RAG

The four documentation obligations for the MegaTask feature:
- CHANGELOG: an Unreleased entry covering the umbrella model, sequencing,
  multi-project intake, propose_batch, and the create/approval path.
- CLAUDE.md: a MegaTask section (identity predicate, umbrella/root-subtask
  hierarchy, sequencing rules, intake + create path, board activation).
- Published site: a user-facing company/megatask.md (scopes, waves, the
  umbrella, the two start buttons) + nav entry; a pointer added to the
  intake chapter of the Tour.
- RAG corpus: workflows/megatask.md so the Main PM (and any agent) can
  retrieve the umbrella's branchless / no-PR / completion rules at runtime.

The runtime concurrent-migration guard is intentionally NOT added: the
analyzer already chains migration-adders into dependencies and the
dependency-gate serializes them, so a separate guard would be dead code.

* feat(batch): batch_id guardrail + wave preview + batch_id on TaskResponse

Guardrail (CEO): a batch_id is denied on any task that is not a well-formed
MegaTask member. is_valid_batch_shape permits batch_id only on an umbrella
(no parent → must target neither project nor product) or a root-subtask
(has a parent → exactly one target); TaskService.create enforces it AND
verifies a root-subtask's parent is the batch umbrella (same batch_id,
top-level). This closes a latent hole: is_batch_umbrella is true for a
batch_id + no-parent task even with a project, so a stray batch_id could
have spoofed the branchless branch-gate / no-PR exemption. (The public
task API never exposed batch_id for write; this guards the service layer.)

Wave preview: PrompterService.preview_batch + POST .../preview-batch
compute a MegaTask's waves from the proposed drafts WITHOUT creating
anything, so the panel can show the sequencing before confirm. Extracted
_sequence_drafts as the single source shared by preview and confirm, so
the previewed waves are exactly the ones wired.

TaskResponse now carries batch_id so the panel can badge the umbrella.

* feat(batch): MegaTask review — project editor, wave preview, persistence, badge

Closes the panel gaps in the MegaTask review experience:
- Per-task project editor: each proposed task gets an inline project
  Select (updateBatchDraftProject), so a task the agent put in the wrong
  or no repo can be fixed before launch — not only by re-chatting. Launch
  stays blocked until every task has a project.
- Wave preview: on a batch proposal the panel fetches POST .../preview-batch
  (no task created) and shows the conflict-free wave plan, so the human
  reviews the sequencing before confirming.
- Refresh durability: the MegaTask review (batch + waves + projectIds) is
  persisted, so a browser reload mid-review restores it like a single draft.
- MegaTask badge: TaskResponse exposes batch_id, the panel Task type
  carries it, and the task table badges the umbrella row 'MegaTask'.

Panel typecheck + lint + 113 tests green.

* test(batch): stub task carries batch_id for task_to_response

task_to_response now serializes batch_id (TaskResponse field), so the
_stub_task SimpleNamespace fixture must provide it — without it the reader
hit AttributeError, failing the 8 task-schema serialization/enrichment
tests. Test-only; the real TaskTable carries the column (migration 046).

* fix(batch): close MegaTask audit gaps — completion crash, analyzer cycle, guardrails

An adversarial multi-agent audit of the feature surfaced 20 verified gaps;
this closes the backend ones.

HIGH:
- Umbrella completion crashed. escalate_to_ceo hard-required a pr_number,
  which a branchless umbrella never has, so main_pm_complete dereferenced
  None. Both pr_number gates now waive a MegaTask umbrella (escalate_to_ceo
  + the awaiting_pm_review->awaiting_ceo_approval lifecycle gate via a new
  GitContext.is_umbrella), and main_pm_complete guards a None return. The
  completion test had mocked escalate_to_ceo, hiding it — now a real
  service test covers the waiver.
- The collision analyzer could fabricate a cycle (a touches_shared +
  adds_migration draft overlapping another migration draft) and raise
  SequencingError — a bare ValueError that escaped as an opaque 500. The
  migration chain is now shared-last-aware (never contradicts rule 3), and
  _sequence_drafts translates SequencingError to a clean 400.

MEDIUM:
- Collisions are now project-scoped: two repos can't collide on a
  coincidental path or serialize independent migrations (DraftSurface
  carries project_id; rules 1/2/3 respect it).
- The batch_id guardrail ran only at create. update() + the PATCH
  null-clear path now re-assert is_valid_batch_shape, so a mutation can't
  break a member's shape and spoof the branchless exemption.
- A draft missing title/acceptance_criteria now raises ValidationError
  (was a bare KeyError -> 500).
- confirm_live_batch re-asserts every draft targets a scoped project and
  the batch spans >=2 distinct projects (project_ids added to the request).
- Route-level tests for confirm-batch / preview-batch.

LOW: strict multi-repo clone (fail loud on any unresolvable project);
malformed/empty propose_batch surfaces an error chunk (Claude) / refuses
to POST (grok) instead of silently acking; dropped malformed drafts are
counted and surfaced; stale grok intake docstrings updated.

* fix(batch): MegaTask panel + doc audit gaps

Frontend half of the audit fixes:
- The confirm payload now carries project_ids (the schema requires it), and
  the panel re-checks every task targets one of the scoped repos before
  launching, naming the offending task.
- The Review-MegaTask project picker is filtered to the scoped repos and
  the per-task validity (border + launch gate) keys off scoped membership,
  so a task can only be (re)pointed at an in-scope project — also fixing the
  case where the agent emitted a non-UUID / unknown project.
- Dropped malformed drafts are surfaced as a chat error so the human knows
  the batch shrank instead of silently confirming fewer tasks.
- Doc wording: a wave releases on the previous wave's terminal state
  (normally a merge; a cancellation releases it too), not strictly 'merged'.

* test(batch): lock the CEO's EXACT 4-wave hand-sequencing as the golden bar

The golden test asserted the constraints (S6 last, the migration chain, the
shared-threats serialization, S1/S2/S7 parallel) but not the full wave
partition. The bar for MegaTask is 'reproduce my exact waves or it's not
done', so assert the exact 4-wave partition the analyzer produces for the
guard-core-app batch:
  wave 1: R1 R2 S1 S2 S3 S5 S7  ·  wave 2: R3  ·  wave 3: R4 S8  ·  wave 4: S6
Confirmed unchanged by the audit's analyzer fixes (no migration is shared;
single project).

* fix(batch): tolerate a stub task in assert_batch_shape_intact

The batch-shape re-validation read task.batch_id directly, but update()'s
partial-caller contract is exercised with a SimpleNamespace stub that has no
batch_id column → AttributeError. Use getattr(..., None) for batch_id and the
shape fields so the guard no-ops on any task lacking the column (a stub, or a
non-batch task) while still enforcing on a real batch member.

* fix(orchestrator): authenticate internal API self-calls with the system identity

The dispatcher httpx clients were built without an agent identity, so the
orchestrator's self-PATCHes to /api/tasks/{id} (auto-block, auto-resume,
auto-recover, SLA annotation) were rejected 401 "Missing X-Agent-ID" and
silently no-op'd. The auto-resume that lifts a PM's paused parent could never
write, so paused/blocked parents stayed wedged and stranded their dependents
(the fe-pm/be-pm respawn churn seen in prod).

Header propagation was inconsistent across the separate AsyncClient call-sites:
only the main dispatch client carried the system identity; the readiness and
sweep clients did not. Hoist the identity into a shared _SYSTEM_API_HEADERS
constant and apply it to every API-facing dispatcher client. The system role
holds TaskAction.ASSIGN, so it is authorized for the audited admin_set_status
path those write routes use. The external provider-recovery probe client is
intentionally left untouched.

---------

Co-authored-by: Renn F <rennf93@users.noreply.github.com>
2026-06-24 01:15:57 +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