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* 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>
112 lines
4.3 KiB
Python
112 lines
4.3 KiB
Python
"""Autonomous strategy engine ("engine 2") — dormant by default.
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Engine 1 is the delivery lifecycle (agents shipping tasks). Engine 2 watches
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the company against its standing goals and, when something needs attention,
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surfaces it to the CEO. It is deliberately conservative:
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* **Default OFF.** ``strategy_engine_enabled`` is False, so the orchestrator
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loop never starts and the existing system is completely unaffected.
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* **Human-in-the-loop.** Even when enabled it only *notifies* the CEO — it
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never spends, builds, or auto-approves. Originating actual work stays a CEO
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decision (e.g. approving a pitch). This keeps a clear boundary around the
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autonomous surface.
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* **Bounded + deduped.** One pass per interval, at most one notification per
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observation kind; the notification layer's purpose-dedup suppresses repeats
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until the CEO acknowledges.
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Observations today: the company is idle while goals stand (drift toward doing
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nothing), and tasks stranded in ``blocked`` past a threshold (work that needs a
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human decision). Auto-origination (e.g. drafting pitches) is intentionally a
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further opt-in, not part of this dormant baseline.
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"""
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from __future__ import annotations
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from dataclasses import dataclass
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from typing import TYPE_CHECKING
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from roboco.config import settings
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from roboco.services.base import BaseService
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from roboco.services.company_goals import get_company_goals_service
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from roboco.services.notification import NotificationService
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from roboco.services.task import get_task_service
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if TYPE_CHECKING:
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from sqlalchemy.ext.asyncio import AsyncSession
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@dataclass(frozen=True)
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class StrategyObservation:
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"""One thing the engine noticed about company state."""
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kind: str # "idle" | "stranded_blocked"
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summary: str
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detail: str
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class StrategyEngine(BaseService):
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"""Assess company state against goals; surface what needs the CEO."""
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service_name = "strategy_engine"
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async def assess(self) -> list[StrategyObservation]:
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"""Read company state and return observations (no side effects)."""
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observations: list[StrategyObservation] = []
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task_svc = get_task_service(self.session)
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in_flight = await task_svc.list_in_progress_or_claimed()
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goals = await get_company_goals_service(self.session).get()
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objectives = goals.get("objectives") or []
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north_star = (goals.get("north_star") or "").strip()
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has_direction = bool(objectives or north_star)
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if not in_flight and has_direction:
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observations.append(
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StrategyObservation(
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kind="idle",
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summary="The company is idle but has standing goals.",
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detail=(
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"No delivery work is in progress or claimed, yet the "
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"charter defines goals to pursue. Consider authoring a "
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"pitch or starting work toward an objective."
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),
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)
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)
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stranded = await task_svc.list_long_running_blocked(
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threshold_minutes=settings.strategy_stranded_blocked_minutes
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)
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if stranded:
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observations.append(
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StrategyObservation(
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kind="stranded_blocked",
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summary=f"{len(stranded)} task(s) have been blocked a long time.",
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detail=(
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"These tasks have sat in 'blocked' beyond the threshold "
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"and likely need a human decision to move forward."
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),
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)
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)
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return observations
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async def run_cycle(self) -> list[StrategyObservation]:
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"""Assess and notify the CEO. No-op unless the engine is enabled."""
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if not settings.strategy_engine_enabled:
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return []
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observations = await self.assess()
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if not observations:
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return []
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notifier = NotificationService()
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for obs in observations:
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await notifier.send_ack_notification(
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from_agent="system",
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to_agent="ceo",
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body=f"[strategy engine] {obs.summary}\n\n{obs.detail}",
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)
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return observations
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def get_strategy_engine(session: AsyncSession) -> StrategyEngine:
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"""Construct a StrategyEngine bound to ``session``."""
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return StrategyEngine(session)
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