Files
roboco/docs/deploy/deployment.md
T
a8cb2470ba v0.15.0: Metrics granularity — per-member / per-task / org + CEO scorecards (#289)
* feat(metrics): capture per-session turns + tool_calls (phase 1)

Persist LLM iterations (turns) and tool invocations per agent spawn session,
the raw signal the granular per-member performance metrics build on (real
effort/iterations vs wall-clock).

- sum_transcript_usage returns a 5-tuple adding turns = unique assistant
  message-id count; _usage_from_transcript + _resolve_active_tokens updated to
  the 5-tuple (active-tokens keeps its 4-tuple contract by slicing).
- SDK: _SessionState.turns, set by /usage/sync; /usage/status (TokenUsageStatus)
  now carries turns + tool_calls (= total_calls).
- orchestrator: new _resolve_final_turns_tools (SDK primary, transcript fallback
  for turns only; Grok -> 0/0) wired into _finalize_spawn_session, which writes
  turns + tool_calls to agent_spawn_sessions.
- migration 055 adds turns + tool_calls (BigInteger DEFAULT 0 -> historical/Grok
  rows read 0, surfaced as n/a). Verified real alembic upgrade/downgrade.

Part of metrics-granularity (v0.15.0); recon-adjusted plan on disk.

* feat(metrics): pure compute_stage_effort helper (phase 2, part 1)

Foundation-layer overlap math (no DB): split each task status window into
active (merged wall-clock overlap of spawn stints — concurrent stints counted
once, so active <= window) vs wait (queue/review idle). Distinct from summed
effort. The per-task metrics service will feed it audit-log windows + spawn
stints. 9 unit tests (disjoint/nested/partial/merged/clamped/zero/multi-window).

* feat(metrics): per-task live metrics + GET /metrics/task/{id} (phase 2)

TaskMetrics dataclass + MetricsService.get_task_metrics: summed spawn effort
(vs wall-clock), turns/tool_calls/tokens/cost, per-stage active-vs-wait
(compute_stage_effort over audit windows x spawn stints), and who-caused-rework
(revision_count + named qa/pr fail events). Open stints and the open final
stage window close at completed_at for a terminal task (else now), so stages
don't grow past completion. Exposed at GET /dashboard/metrics/task/{task_id}
(404 if absent). Real-PG tests (compose/none/in-flight) + route tests (200/404).

* feat(metrics): CEO-as-member scorecard + ceo_reject audit regression (phase 3)

The human CEO is a measured member, read purely from audit_log (agent_role='ceo'
serializes from the CEO StrEnum): approval dwell (awaiting_ceo_approval -> a CEO
decision, incl. the coordination-root reject that lands in pending), unblock
dwell (blocked -> a CEO revive), and god-mode action count (every CEO-attributed
transition). CeoScorecard + MetricsService.get_ceo_scorecard (p50/p90 via
PERCENTILE_CONT, expanding IN for the decision sets) + GET
/dashboard/metrics/member/ceo (declared before any future member/{id} route).

The ceo_reject coordination-root audit gap the plan meant to close was already
closed by the gap-sweep (routes through admin_set_status -> agent_role='ceo'
audit); locked with a regression assertion in the existing coordination-reject
test. Real-PG tests: approval/unblock/godmode, non-ceo exclusion, empty->zeros.

* feat(metrics): audit instrumentation for escalations/blocked-others/idle (phase 4a)

The three extra per-member metrics that had no data source get durable,
in-session audit events (additive; never gate the underlying action):
- apply_escalation -> task.escalated (details.escalator_slug) on both the
  normal block path and the pool-divert path -> escalations count.
- _unblock_dependents -> task.unblocked_dependents (details.count) on the
  completed BLOCKER task, captured before the dependency edges are pruned ->
  blocked-others count (sweeper attributes to the blocker's owner).
- mark_agent_idle -> agent.idle (details.agent_slug) -> idle/utilization (the
  sweeper pairs an idle mark to the member's next spawn for idle duration).
(QA pass-rate needs no new event — reuses task.awaiting_documentation[qa] +
task.qa_fail.) Real-PG tests for each; 111 transition tests still green.

* feat(metrics): member_performance_daily rollup table + migration 056 (phase 4b)

The per-member scorecard rollup: one row per (date, member_kind, agent_slug),
CEO as a first-class member_kind='ceo' row (agent_slug='' NOT NULL so the
NULL-distinct UNIQUE keeps it unique). Full column set + the four CEO-approved
extras (qa_reviews_total/passed, escalations, blocked_others, idle_seconds) plus
blocked_seconds. Overwrite-upsert on (date, member_kind, agent_slug) for an
idempotent sweep. Migration 056 verified real up/down (24 cols, 4 indexes).

* feat(metrics): _sweep_member_performance rollup sweeper (phase 4c)

The daily per-member rollup sweep (mirrors _sweep_daily_rollup): a trailing
7-day, idempotent overwrite-upsert wired into _run_sweep. One focused query per
metric merges into a (date, agent_slug) accumulator — spawn effort/turns/tokens/
cost, completed/first-pass/revisions-received, revisions-caused (qa/pr fails),
QA pass-rate (passed + total), escalations (by escalator_slug), blocked-others
(unblocked_dependents by blocker owner), idle_seconds (idle mark -> next spawn),
blocked_seconds (blocked dwell) — plus one CEO row/day (approval/unblock dwell +
god-mode). Real-PG test asserts every facet + idempotency (a 2nd sweep
overwrites, never doubles); spawn-day != completion-day split is by-design.

* feat(metrics): member/org rollup scorecards + endpoints + live overlay (phase 5)

MemberScorecard + OrgScorecard with derived rates (FPY, effort-throughput,
turns/tool-calls per task, QA pass-rate, utilization) — all division-guarded to
None. get_member_scorecard reads member_performance_daily by slug and overlays
the member's live in-flight (non-terminal) tasks' effort via get_task_metrics
(disjoint by status: completion counts stay rollup-only, overlay only enriches
effort/turns/cost; includes_live_inflight flags it). get_org_scorecard
aggregates the cell (?team=) or whole org. Routes: GET /metrics/member/{agent_id}
(404 if absent, after the ceo literal route) + GET /metrics/org?team=. Real-PG
tests (derived rates, overlay no double-count, guards, org) + route tests.

* feat(metrics): granular CEO completion notification (phase 6)

There was no CEO completion notification at all (EventType.TASK_COMPLETED was
defined but never emitted). Add notify_ceo_of_completion in
NotificationDeliveryService — a granular body (real effort vs wall-clock +
stints/turns/tool-calls/revisions[QA/PR]/cost from get_task_metrics; degrades to
wall-clock-only, turns 'n/a', when there are no spawn sessions). Reuses the
existing ALERT type (no enum migration; the notificationtype PG enum is fixed at
001). ceo_approve now emits TASK_COMPLETED + fires the notification (best-effort
via _notify_completion — never blocks completion); complete() emits
TASK_COMPLETED too (closes the dead-code gap; the WS bridge can forward it).
Pure formatter tests + real-PG notification test.

* [metrics-granularity] Phase 7: panel Scorecards tab + dashboard overview

Add the CEO-facing metrics surfaces for the granularity feature:

- New "Scorecards" tab on the Metrics page: org rollup headline, the
  CEO-as-member card (approval/unblock dwell + god-mode count), and a
  per-member table (completed, first-pass yield, active effort, turns/task,
  QA pass-rate, escalations, blocked-others, utilization). Each member row
  self-fetches its rollup scorecard; live in-flight rows carry a "live" badge.
- New dashboard overview card (ScorecardOverviewPanel): org-wide 30-day
  headline (completed, FPY, throughput/hr, active effort, cost) deep-linking
  into the Scorecards tab.
- Plumbing: TaskMetrics/MemberScorecard/OrgScorecard/CeoScorecard types,
  observability API client methods + empty fallbacks, and the four
  useCeoScorecard/useMemberScorecard/useOrgScorecard/useTaskMetrics hooks.

Panel gate green: tsc, eslint, prettier, vitest (175 tests, +6 new).

* [metrics-granularity] test: make completion-notification robust to shared-DB CEO

test_notify_ceo_of_completion_creates_alert errored in the full suite (passed
in isolation): the session-scoped test DB is shared across the run, and the
sibling real-DB board-gate test commits a role=CEO agent (slug="ceo") without
cleanup — so my env fixture's hardcoded slug="ceo" insert hit a unique-constraint
violation, and a second role=CEO row would also make _get_ceo_agent()'s
scalar_one_or_none() raise. Reuse an existing CEO when present (the singleton the
production system actually has), else create one with a unique slug. Order-
independent. Also reflow test_metrics_instrumentation.py to ruff format.

* chore(release): 0.15.0

Metrics granularity: per-member/per-task/org + CEO-as-member scorecards,
turn/tool-call capture (migration 055), member_performance_daily rollup
(migration 056) with QA pass-rate / escalations / blocked-others / utilization,
per-task active-vs-wait metrics, granular completion notification, panel
Scorecards tab + dashboard Performance card, and the ceo_reject audit fix.

Version bump across the canonical set + CHANGELOG.

* [metrics-granularity] fix pre-tag audit findings (overlay double-count + panel error states)

Adversarial review before the v0.15.0 tag surfaced two real logical gaps:

- MAJOR (backend): the live in-flight overlay re-summed ALL sessions of every
  non-terminal task via get_task_metrics, but _msweep_spawn already rolls up
  every CLOSED session regardless of task status — so a closed session on a
  still-open task was counted twice (rollup + overlay), permanently inflating a
  member's effort/turns/tokens/cost on the common reap/respawn path. The overlay
  now sums only OPEN sessions (ended_at IS NULL), which the closed-only rollup
  can never contain — disjoint by construction. A just-closed session lands in
  the rollup on the next ~60s sweep (no gap of note). Aggregated in SQL to mirror
  _msweep_spawn. Regression test reproduces the double-count (turns 10→5).

- MAJOR (panel): the four new scorecard surfaces used `isLoading || !data` with
  no isError branch, so a failed query span forever on a skeleton. They now
  surface a load error. Tests added.

Also: OrgSummary active-effort formatting no longer round-trips hours→seconds→
hours; dashboard grid uses xl:grid-cols-4 (was 2xl) so 4 panels show at 1280px;
corrected the inaccurate "NULL distinct" CEO-row uniqueness comment (agent_slug
is NOT NULL; the '' tuple is simply distinct from agent rows).

make quality GREEN (cov 95.31%); panel GREEN (vitest 178).

* [metrics-granularity] fix: decode bytes stream message-id before XCLAIM

StreamEventBus._recover_stream passed the pending message id to XCLAIM via
str() on the raw bytes the client returns (redis client has no
decode_responses), producing "b'1782066556728-0'". Redis rejects that with
"Unrecognized XCLAIM option", so pending-message recovery threw on every
reclaim tick and unacked messages from crashed/slow consumers were never
reclaimed (leaking in the PEL on every stream, spamming the error log). Decode
via the existing _to_str helper — the fix the sibling claim path already uses.

Pre-existing in v0.14.0 (unrelated to metrics granularity); folded into this
release per CEO. TDD regression test + CHANGELOG entry. make quality GREEN.

---------

Co-authored-by: Renn F <rennf93@users.noreply.github.com>
2026-07-01 05:18:45 +02:00

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Markdown

# Production deploy
This is the operator reference for running RoboCo on a NAS or server. If you just want it up on your laptop, the [install quickstart](../get-started/installation.md) is faster — this page assumes you've done that once and now want the durable, server-side setup: the compose files, the host mounts agents need, where data lives, how to back it up, and how to harden it.
!!! warning "Trusted network only"
RoboCo is built for a private LAN or homelab. Do not expose it directly to the public internet. nginx is the single entry point, but the orchestrator's WebSocket streams and (in header-trust mode) its API assume a trusted network. Put it behind your own VPN if you need remote access.
## The three compose files
There are **three tracked compose files**, and they are not interchangeable:
| File | What it does | Needs a build toolchain? |
|------|--------------|--------------------------|
| `docker-compose.yml` | Builds every image from the Dockerfiles in `docker/`. | Yes |
| `docker-compose.yaml` | **Byte-identical** to `docker-compose.yml`. | Yes |
| `docker-compose.registry.yml` | Pulls and runs the **pre-built published images**. | No |
`docker-compose.yml` and `docker-compose.yaml` are the same file under two names — Docker Compose picks up either, and the NAS deployment runs the `.yaml`. If you fork RoboCo and change a service, keep all three in sync.
### Which one to run
For a server you don't intend to hack on, run the **registry** file — it pulls finished images and needs no source tree or compiler on the host:
```bash
docker compose -f docker-compose.registry.yml pull
docker compose -f docker-compose.registry.yml up -d
```
Two variables choose what you pull (defaults shown):
```bash
ROBOCO_REGISTRY=ghcr.io/rennf93 # or docker.io/renzof93
ROBOCO_VERSION=latest # or a pinned release, e.g. 0.15.0
```
The orchestrator then spawns the **matching** pre-built agent images on demand (it reads `ROBOCO_AGENT_IMAGE_REGISTRY` / `ROBOCO_AGENT_IMAGE_TAG`, which the registry compose wires to the same registry and version). Pin `ROBOCO_VERSION` to a release tag in production so an upstream `latest` push can't silently change your fleet.
Build from source only when you're modifying RoboCo:
```bash
docker compose up -d # builds on first run
```
!!! note "Agent images are build/pull-only services"
The `agent-*-image` services in every compose file are one-shot stubs — they exist so `docker compose build`/`pull` materializes each per-role agent image up front. They never run as long-lived containers. The orchestrator spawns the actual agent containers itself, on demand, over the mounted Docker socket, and tears them down when their work is done.
## The single origin
nginx (`docker/nginx.conf`, rendered from an envsubst template) is the only externally-exposed service. It listens on `localhost:3000` and routes by path:
```mermaid
flowchart LR
B[Browser :3000] --> N[nginx]
N -->|/| P[panel:3000]
N -->|/api/, /ws/, /health, /ready| O[orchestrator:8000]
```
| Path | Upstream |
|------|----------|
| `/api/`, `/ws/`, `/health`, `/ready` | `roboco-orchestrator:8000` |
| everything else | `roboco-panel:3000` |
The browser only ever sees one origin (`:3000`), so there's no CORS to configure — the panel uses relative `/api` and `/ws` URLs and lets nginx dispatch. The panel container is never published directly; you reach it only through nginx. `/ws/` also gets a long (86400s) read timeout so live sockets stay open.
The backing services *do* publish host ports for direct inspection — Postgres on **15432**, Redis on **16379**, Ollama on **11435**, and the orchestrator on **8000**. You don't route browser traffic at these; they're there for `psql`, `redis-cli`, and the like.
## Required host-path mounts
The orchestrator is Docker-in-Docker: it mounts `/var/run/docker.sock` and spawns agent containers itself. Because those agent bind-mounts resolve on the **host** daemon (not inside the orchestrator container), several paths must be given as **absolute host paths** — the orchestrator passes them straight through to `docker run -v` for each agent.
| Variable | What it points at | Compose default |
|----------|-------------------|-----------------|
| `ROBOCO_HOST_PROJECT_DIR` | The RoboCo project directory on the host. | `/volume1/roboco` |
| `ROBOCO_HOST_CLAUDE_DIR` / `CLAUDE_AUTH_DIR` | The host `~/.claude` Claude Code auth dir, mounted into the orchestrator and each agent. | `/home/renzof/.claude` / `${HOME}/.claude` |
| `ROBOCO_HOST_DATA_DIR` | The host data dir handed to agents for shared volumes (workspaces, logs, grok-usage). | `/volume1/roboco/data` |
| `ROBOCO_DATA_DIR` | Host root for all persistent volumes mounted into the *backing* services and orchestrator (see below). | `./data` |
| `ROBOCO_HOST_GROK_DIR` | Host `~/.grok` SuperGrok auth — only needed if you run any agent on Grok. | `/home/renzof/.grok` |
!!! danger "These must be real, absolute host paths"
A relative path or a path that only exists *inside* the orchestrator container will make agent spawns fail, because the host Docker daemon resolves the bind. On a NAS the project and data dirs usually live on the RAID volume (e.g. `/volume1/roboco` and `/volume1/roboco/data`).
The host `~/.grok` is mounted **read-write** into the orchestrator (it rewrites the short-lived token in place to keep agents from hanging on an expired login) and **read-only** into each Grok agent. Run `grok login` on the host once before enabling Grok. Provider routing and the Grok runtime are covered in the models section.
## Data persistence and backup
Everything durable lives under `ROBOCO_DATA_DIR` (default `./data`). On a server, point this at a RAID volume:
```bash
ROBOCO_DATA_DIR=/volume1/roboco/data
```
| Subdirectory | Holds |
|--------------|-------|
| `postgres/` | The entire database — tasks, projects, work sessions, journals, encrypted git tokens, the pgvector store. |
| `redis/` | Append-only cache, sessions, rate-limit + event-bus state. |
| `ollama/` | The local model cache (embedding model + local LLM) — large, but re-pullable. |
| `workspaces/` | Each agent's git clone of each project. |
| `logs/` | Per-agent run logs. |
| `mcp-configs/`, `prompts-generated/`, `agent-settings/`, `briefings/`, `manifests/` | Per-agent spawn artifacts the orchestrator writes. |
| `grok-usage/` | Per-agent Grok cost/usage capture. |
For backup, the load-bearing directory is `postgres/` (everything that isn't re-derivable). `ollama/` and `workspaces/` are reconstructible — Ollama re-pulls models, agents re-clone repos — so they're optional in a backup. Take Postgres backups with `pg_dump` against the published port rather than copying the live data directory:
```bash
pg_dump -h localhost -p 15432 -U roboco roboco > roboco-backup.sql
```
!!! danger "Back up `ROBOCO_ENCRYPTION_KEY` with the database"
Every per-project GitHub token in the database is Fernet-encrypted with `ROBOCO_ENCRYPTION_KEY`. **A database backup is useless without the key.** If you lose or change the key, every stored token becomes undecryptable and must be re-entered project by project. Store the key with your secrets, keep it stable across restarts, and never commit `.env`.
## Secure mode
On a trusted LAN RoboCo runs in **header-trust mode** by default (`ROBOCO_AGENT_AUTH_REQUIRED=false`): callers are identified by role headers, no token required. That's the intended homelab setup.
To harden it so one agent can't spoof another's role, turn on fail-closed auth:
```bash
ROBOCO_AGENT_AUTH_REQUIRED=true
ROBOCO_AGENT_AUTH_SECRET=<your HMAC secret> # already required for docker compose
ROBOCO_PANEL_AGENT_TOKEN=<from make panel-token>
```
With auth required, every API call must carry a valid `X-Agent-Token`. The panel runs in your browser and can't hold the signing secret, so nginx injects the CEO's token for it: generate the token with `make panel-token` (it signs one using your `ROBOCO_AGENT_AUTH_SECRET`), put it in `ROBOCO_PANEL_AGENT_TOKEN`, and nginx adds it as `X-Agent-Token` on `/api` and `/ws`. The panel keeps working; the secret never reaches the browser.
`ROBOCO_ENCRYPTION_KEY` and `ROBOCO_AGENT_AUTH_SECRET` are both **required** for any docker compose run — the orchestrator service block guards them with compose `:?` so the stack refuses to start if either is unset. See [Security](../troubleshooting/security.md) for the full sandboxing model and [the env reference](./env-reference.md) for every knob.
## Startup sequence
`depends_on` conditions enforce a strict boot order; the effective sequence is:
```mermaid
flowchart LR
PG[postgres] --> OL[ollama]
RD[redis] --> OL
OL --> OI[ollama-init]
OI --> OR[orchestrator]
AB[agent-base-image] --> OR
OR --> PN[panel]
PN --> NG[nginx]
OR --> NG
```
- **postgres / redis / ollama** must each pass their healthcheck (`pg_isready`, `redis-cli ping`, `ollama list`) before anything downstream starts.
- **ollama-init** is a one-shot that best-effort pulls the embedding model and the local LLM, then gates success on the models being **present** — a degraded model registry can't take down a fully-cached deployment.
- **orchestrator** waits for postgres + redis + ollama healthy, ollama-init completed, and agent-base-image built. On startup it **runs the database migrations itself** (idempotently, to head) and indexes its knowledge base — you do not run `alembic upgrade head` by hand for the compose path.
- **panel** waits for the orchestrator; **nginx** waits for both.
First boot is the slow one: the model pulls (the LLM is a couple of minutes) plus knowledge-base indexing. Watch it come up:
```bash
docker compose logs -f orchestrator
curl http://localhost:8000/health
docker ps --filter name=roboco
```
When the orchestrator reports serving, open `http://localhost:3000`. A boot that hangs is almost always waiting on `ollama-init` (model pull) or a healthcheck — check `docker compose ps` to see which service is still `starting`. Migration and data details are in [Data & migrations](./data-and-migrations.md); recurring boot symptoms are in [Common issues](../troubleshooting/common-issues.md).
## Operator-relevant Makefile targets
The `Makefile` drives the **host** developer workflow (uv-based, for hacking on RoboCo itself) — it is separate from the Docker stack and needs `uv` on the host. The handful that matter operationally:
| Target | Does |
|--------|------|
| `make panel-token` | Prints a signed CEO token for `ROBOCO_PANEL_AGENT_TOKEN` (secure mode). |
| `make infra` | Brings up only postgres + redis (`make infra-down` stops them) — for host-side dev against the backing services. |
| `make migrate` | Runs `alembic upgrade head` on the host (the compose stack self-migrates; this is the host-dev path). |
| `make run` | Runs the API + orchestrator on the host (no `--reload`); `make api` is the reload dev server, `make dev` runs both. |
| `make quality` | The full merge gate: ruff format-check + lint, mypy, pytest with 80% coverage floor, complexity, security, dependency, and migration checks. |
| `make serve-docs` | Serves this documentation locally with `mkdocs serve`. |
| `make status` / `make logs` | Orchestrator status / recent logs against a running instance. |
Run `make help` for the full list.
## Next
- **[Environment reference](./env-reference.md)** — every `ROBOCO_*` setting, with defaults and on/off state.
- **[Data & migrations](./data-and-migrations.md)** — the self-migrating schema and what to back up.
- **[Security](../troubleshooting/security.md)** — the full agent sandboxing and auth model.