Files
roboco/docs/rag/workflows/escalation.md
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Renn F 3441e37120 [sweep] strip Fxxx audit-ID tokens + trim bloated comments/docstrings + add behavior-change docs
Post-audit sweep over the 135 audit-fix commits since 19a474d3:

1. Stripped every # Fxxx: audit-ID token from comments AND every Fxxx token
   from docstring openings across 211 blocks / ~626 lines. The CEO flagged
   these twice: audit-issue IDs in code confuse future devs/agents. The
   descriptive text is preserved; only the Fxxx token is removed (and bloated
   narrative blocks trimmed to 1-3 lines keeping the one non-obvious invariant).
2. Trimmed bloated comments/docstrings to the concise standard (1-3 lines).
3. Added missing behavior-change docs for the audit-fix batch: prompts/roles
   (documenter, pr_reviewer, qa), user-facing docs (api auth, websockets,
   agent-gateway, megatask, merge-model, task-lifecycle, grok, resilience,
   conventions, panel, security, troubleshooting), and the RAG corpus (cell-pm,
   main-pm, pr-reviewer, qa roles; conventions; messaging-tools; escalation;
   megatask; task-claiming workflows).

Comment/docstring/prose ONLY — zero code-line edits (verified: the diff
contains no def/class/return/if/for/await/assignment/call lines). Gates green:
ruff format + ruff check clean, mypy clean on roboco/. The only pytest failures
are the pre-existing sync_branch tracing-decision gap (B1, 250be5c2) — not
sweep-caused and tracked separately.
2026-06-29 01:25:40 +02:00

3.1 KiB

Escalation Workflow

Escalation Chain

Developer/QA/Documenter
         ↓
      Cell PM
         ↓
      Main PM
         ↓
   Product Owner / Head of Marketing (Board)
         ↓
        CEO

escalate_up walks this chain one rung at a time — it auto-routes to your immediate escalation target; you cannot choose a higher level or skip a rung.

The one exception is escalate_to_ceo: it is a separate verb, available only to Main PM and the Board (Product Owner / Head of Marketing), that goes straight to the CEO for final approval of a major task. It is not part of the escalate_up chain.

How to Escalate (up one rung)

escalate_up(
    task_id="<task>",
    reason="Need clarification on the API contract",
)

Auto-routes to your escalation target (you cannot choose it).

escalate_up is refused on a terminal task (completed / cancelled) — it returns invalid_state rather than resurrecting a finished task. Escalate live work only.

When to Escalate

Situation Escalate To
Unclear requirements Cell PM
Blocked by external factor Cell PM
Blocked by another task Cell PM
Cross-cell coordination Main PM (via Cell PM)
Major feature ready for CEO sign-off CEO (via escalate_to_ceo, PM/Board only)

Escalate vs Block

Action When Verb
Escalate Need a decision / help from above escalate_up
Block Can't proceed on an external dependency i_am_blocked

There is no agent-facing "pause" verb. If you need to step off a task you claimed but haven't progressed, use unclaim(task_id) to return it to the pool.

Blocking a Task

i_am_blocked(
    task_id="<task>",
    reason="Waiting for the auth service to land",
    blocker_type="external",
    what_needed="auth-service /token endpoint deployed",
)

Your Cell PM is notified and is the one who can unblock it.

CEO Escalation (Main PM / Board Only)

For major tasks requiring CEO approval:

escalate_to_ceo(
    task_id="<task>",
    reason="Major feature ready for final review",
)

Requirements:

  • Task must be in awaiting_pm_review
  • PR must exist
  • Only Main PM, Product Owner, or Head of Marketing can call it
  • PARENT TASKS ONLY — subtasks cannot be escalated to CEO

If you need to escalate a subtask, escalate the parent task instead. The CEO reviews the complete feature, not individual components.

Good Escalation Format

Include:

  • What's the issue
  • What context you have
  • Specific question
  • What you already tried
  • How it's affecting work

Handling Escalations (PM)

  1. ACK the notification: notify_ack(notification_id)
  2. Investigate: read the task, journals, and channel messages
  3. Decide, or escalate further with escalate_up
  4. Communicate the decision (say / dm / notify)
  5. Unblock if needed: unblock(task_id, reason)

CRITICAL: Verbal resolution is NOT enough. To clear a block you MUST call unblock(task_id, reason). The reason (why you are clearing the block) is recorded as your journal:decision — no separate note(scope='decision') call is required.