Files
roboco/docs/rag/tools/task-tools.md
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3ccc723cd4 v0.17.0 — Wave 3: sandbox DB, DB isolation, mobile UI, cloud auth, X account, roadmap engine (#303)
* feat(sandbox): throwaway per-agent Postgres/Redis sandbox containers

Orchestrator-provisioned sibling containers per agent spawn
(SandboxProvisioner, roboco/runtime/sandbox.py). Per-project opt-in via
projects.sandbox_services (migration 057); master switch
ROBOCO_SANDBOX_DB_ENABLED, default-off, armed in the NAS compose only.

When active, ROBOCO_TEST_DB_* / ROBOCO_TEST_REDIS_* point at the sandbox
and the prod-creds gate-env injection is suppressed (sandbox replaces,
never coexists). Sandbox lifetime tracks the agent container: teardown at
every removal path, orphan janitor at startup + each reaper tick with a
grace window for mid-flight spawns. The pre-spawn stale-clear spares the
just-provisioned sandbox; provision pre-clears stale same-named
containers from a crash-missed teardown.

Panel: per-project sandbox-service switches in the edit dialog + feature
flag card entry.

* docs: CLAUDE.md entry for the sandboxed dev DB/Redis subsystem

* feat(security): isolate prod Postgres/Redis from agent containers (roboco_data network)

Second user-defined bridge roboco_data carries postgres+redis only; the
orchestrator is multi-homed (default + data). Spawned agents and their
sandbox sidecars stay on roboco_default and can no longer resolve or
reach roboco-postgres:5432 / roboco-redis:6379 (redis has no auth —
membership is its only containment). Normal bridge, so host-published
ports (15432/16379) keep working. Applied to both build composes and
the registry compose; docker-compose.yml re-synced byte-identical with
docker-compose.yaml (it had drifted by the sandbox flag block).

ROBOCO_DB_NETWORK_ISOLATED (config default false, armed alongside the
topology) suppresses the legacy _append_gate_env prod-creds injection:
under isolation those creds dead-end, and unreachable creds are worse
than none. DB-needing projects opt into sandbox_services instead. The
flag is deliberately not a panel feature flag - it must travel with the
compose networks: stanzas.

Preserved by construction: agent<->agent A2A and orchestrator->agent SDK
polls on :9000, MCP->orchestrator on :8000, ollama reachability, docker
exec/inspect (daemon socket), host port publishing.

* feat(panel): full mobile responsiveness pass

Shared primitives: useIsMobile (useSyncExternalStore, hydration-safe,
memoized matchMedia subscribe), ResponsiveTable table->card switch below
md (single subtree mounted, no duplicated interactive rows), scrollable
snap TabsList in the base primitive (justify-center-safe so the first
tab stays reachable on overflow), persistent md:hidden bottom tab bar
(Overview/Tasks/Kanban/Chat, safe-area padded).

Applied: card lists for tasks/projects/products/work-sessions/sessions
+ the three raw metrics tables; CEO approval queue / release proposal /
playbook review action rows stack on narrow; command-center reorders
approvals above the fold on mobile; task-header metadata wraps;
Communications + A2A become URL-driven single-pane drill-downs below lg
(fixes the unconstrained-height ScrollArea bug) with dvh heights;
recharts label density/radius adapts via useIsMobile; git diff viewer
gets mobile font + wrap toggle; vh->dvh sweep; chat composers get
safe-area-inset padding; dashboard main p-4 md:p-6 + pb-20 for the bar.

Verified at 375px on the built app: bottom bar, drawer, approval-first
overview, swipeable kanban tab strip. All gates green (eslint, tsc,
vitest 249, next build 24/24 routes).

* feat(auth): cloud auth via FastAPI Users (default-off, single-user cookie session)

ROBOCO_CLOUD_AUTH_ENABLED (default off) lets the panel/API be exposed
beyond localhost without changing the CEO's local no-login flow while
off — get_agent_context and the WS gate are byte-for-byte unchanged in
off-mode. On: header-trust dies for humans — any agent-role claim (ceo
or a privileged PM/board role) with no valid HMAC token or session
cookie is 401, closing the header-spoof hole on the host-published
:8000 port for every role. The agent-fleet HMAC path and the system
self-PATCH keep working unmodified in both modes.

Single seeded CEO user (migration 058 users table, UserTable), no
registration router — idempotent env-driven upsert at startup by PK.
Cookie transport (httponly/secure/samesite=lax) + a JWTStrategy bound
to a fingerprint of the current password hash (rotating the password
invalidates every prior session). Sliding 30-day session: every
authenticated request re-mints the cookie, so an active session never
expires — no unexpected logouts.

Panel: (auth)/login page + proxy.ts (Next 16 rename of middleware; probes
/auth/status over the docker-internal URL, fails open to off) gate the
dashboard; client.ts gets withCredentials + 401->/login. nginx unchanged.

Review hardening: broadened the on-mode rejection from ceo-only to every
non-CEO role without a valid token (was only closed when
ROBOCO_AGENT_AUTH_REQUIRED was also armed); Next-16 proxy.ts rename to
clear the middleware deprecation warning.

* feat(x): RoboCo X account engine — HoM drafts, per-post CEO approval (default-off)

ROBOCO_X_ENGINE_ENABLED (default off, inert without creds). Mirrors the
ReleaseManagerEngine held-artifact shape: XEngine drafts a post when a
release publishes (via a draft_release_post seam on ReleaseProposalService
.approve) and drafts replies to meaningful mentions (dedicated poll loop,
x_seen_mentions dedup ledger, per-cycle/open caps). Drafting is
local-model-only, clamped to 280 chars. Nothing auto-posts — every tweet
is a held task (source x_post/x_reply, confirmed_by_human=False,
Secretary-owned, dispatcher-skipped) the CEO edits/approves/rejects in a
panel queue.

The four OAuth 1.0a secrets live Fernet-encrypted in a singleton
x_credentials row (migration 059, all-or-nothing, API returns only
has_credentials); decryption is server-side, agents never hold creds or
egress. Hand-rolled OAuth 1.0a HMAC-SHA1 signer, no new dependency;
NullXClient makes the unconfigured path a graceful no-op.

XPostService.approve (CEO-only) is the sole caller of post_tweet.

Review hardening: closed a double-post race — the approve path now
re-reads committed task state inside the Redis lock and commits COMPLETED
before releasing, so a concurrent approve that acquires the lock after the
winner released can't re-post (SET-NX is non-waiting, and the route-level
commit landed after the lock dropped). Added a regression test.

* feat(roadmap): board roadmap engine — PO proposes themed cycles, CEO approves per-item (default-off)

ROBOCO_ROADMAP_ENGINE_ENABLED (default off). Weekly, RoadmapEngine opens
ONE held exploration task (source=board_roadmap, confirmed_by_human=False,
Product-Owner-assigned), deduped to one open cycle. A dedicated one-shot
_dispatch_roadmap_exploration spawns the PO solo (not the two-reviewer
board path, which would also spawn HoM + fire Approve-&-Start). The PO
explores read-only (git/KB/metrics/releases/charter/web) and makes one
propose_roadmap call (PO-only content verb) authoring a themed cycle —
goal + 3-7 item drafts — persisted as a roadmap_cycle marker (no table,
no migration; head stays 059).

The CEO acts per-item in the panel roadmap queue: approve materializes a
BACKLOG task (source=roadmap, no assignee — never auto-starts), reject
records a reason; all-items-terminal completes the exploration task.
RoadmapService is idempotent per item. Dispatchers skip board_roadmap.

Includes a real SQLAlchemy dirty-check fix (deep-copy the JSON marker
before mutating, or the in-place edit + reassign compares equal to its
own baseline and the UPDATE is skipped).

Review hardening: create_task_from_draft now honors a draft-declared
source only from a {prompter, roadmap} whitelist — drafts are
LLM-authored, so an unbounded source could impersonate a privileged
origin (release_manager would even wedge that engine's dedup).

* chore(release): 0.17.0

Wave 3 — six default-off subsystems: sandboxed dev DB/Redis, prod
Postgres/Redis network isolation, full mobile UI pass, cloud auth
(FastAPI Users), the RoboCo X account engine, and the board roadmap
engine. Plus the waves 1+2 work already on master since 0.16.0.

Version bumped across the canonical set (config.py, __init__.py,
pyproject.toml, panel/package.json, uv.lock); CHANGELOG [Unreleased]
cut to [0.17.0]; docs/map delta added.

Compose: every optional feature armed :-true in the NAS composes, OFF
in the user-facing registry compose. Two opt-in exceptions default off
(CLOUD_AUTH — needs email/password/secret + TLS, would otherwise fail
startup; ROUTING_STRICT — fail-closed spawning). DB_NETWORK_ISOLATED
stays on in both (coupled to the roboco_data topology).

* chore(compose): arm cloud_auth + routing_strict ON in the NAS composes

Every feature defaults ON in the NAS composes per policy — these two
were wrongly left off. Both keep the ${VAR:-true} form so the operator
controls the real runtime via .env: cloud auth needs
ROBOCO_CLOUD_AUTH_EMAIL/_PASSWORD/_SECRET + TLS set there before a boot
(else startup fails loud), and routing_strict is fail-closed. Registry
compose keeps both off.

* fix(ci): reflow board.md prose (quality gate) + document v0.17.0 env creds

The roadmap section added hard-wrapped prose that failed the markdown
prose gate; reflowed (token-invariant). Also brought .env.example
current: cloud auth (now armed — needs SECRET or startup fails), routing
strict, the X engine (panel-entered OAuth), and web research.

* fix(ci): reduce cyclomatic complexity of five wave-3 blocks (xenon gate)

The wave-3 subagents introduced C-rank functions the CI xenon gate
rejects (my per-item reviews ran ruff/mypy/pytest but not xenon):
- sandbox.janitor_sweep -> extract _list_labeled_sandboxes /
  _list_live_agent_containers / _prune_grace
- x_client.fetch_mentions -> extract _parse_mention_items
- x_engine.run_cycle -> extract _process_mentions
- orchestrator._dispatch_pm_work -> extract the source-skip into a
  MODULE-level _is_held_ceo_source (module, not method, so the
  wholesale-mocked dispatcher unit tests exercise the real logic)
- auth/seed.ensure_seed_user -> extract _apply_seed_updates (module avg -> A)

Behavior-preserving; full suite green (11902), xenon clean.

* fix(ci): declare pyjwt + fastapi-users-db-sqlalchemy as direct deps (deptry)

The cloud-auth code imports jwt and fastapi_users_db_sqlalchemy directly
but they were only transitive deps (via fastapi-users), which deptry
(quality gate, DEP003) rejects. Declared explicitly; deptry roboco/ clean.
Missed originally because local make quality stopped at earlier gates
before reaching deptry.

* feat(x): gate mention replies behind ROBOCO_X_REPLIES_ENABLED (default off)

Per CEO decision: the X engine should only post about releases by
default. Reading mentions needs a paid X API tier, so the mention-reply
half is now a deliberate opt-in on top of release posting.

New default-off flag x_replies_enabled gates the mentions poll loop
(_x_mentions_poll_loop) and XEngine.run_cycle; release-post drafting
(the release-proposal approve hook) is unaffected and still runs when
x_engine_enabled + credentials are set. Added to FEATURE_FLAGS + the
panel card. Tests: release posting works with replies off; run_cycle +
the poll loop are no-ops with replies off.

* fix: 401 only redirects to /login when cloud auth is on; panel-token strips .env quotes

Two bugs that together dead-ended login in secure mode:
- client.ts redirected to /login on ANY 401, so a mismatched panel
  token (header-trust/secure mode, cloud auth off) bounced the user to a
  login page whose backend route isn't mounted -> 404. Now it probes
  /auth/status (bare fetch, no interceptor re-entry) and only redirects
  when cloud_auth_enabled.
- make panel-token read the .env secret with grep|cut without stripping
  surrounding quotes, so a quoted ROBOCO_AGENT_AUTH_SECRET produced a
  token signed with the quotes included — which never verifies against
  the orchestrator (docker-compose/pydantic unquote the secret). Now
  strips surrounding single/double quotes.

* fix: git-log 500 on '|' in commit message; X queue shows an empty state

- GET /api/git/log 500'd (ValueError: Invalid isoformat) when a commit
  SUBJECT contained a '|' (e.g. the 'curl|sh' lockdown commit): the
  fixed '|' field delimiter let the subject's pipe shift the split so
  author+date collapsed into one field. Switched to \x1f (Unit
  Separator), which can't appear in commit content. Regression test with
  a piped subject.
- The X Post Queue returned null when empty, so there was no visible
  place for the X drafts. It now renders a discoverable empty state
  pointing at Settings -> X credentials.

* docs: bring docs/rag + docs/map current for v0.17.0 (waves 1-3)

Agent-facing RAG corpus and codebase map updated for every feature in
the 0.17.0 span, code-verified:
- wave 3: sandbox DB, DB network isolation, cloud auth, X engine
  (+ x_replies_enabled sub-flag), board roadmap engine — new RAG
  architecture pages + role/tool/config-reference updates; new symbols,
  migrations 057-059, panel surfaces, and the get_agent_context
  dual-path across the map slices.
- waves 1-2: A2A live view + switchboard, prompter memory
  (search_past_tasks), Secretary edit access + PM-lighter scope, the
  PR-gate auto-submit turn cut (ROBOCO_PR_GATE_AUTO_SUBMIT_ENABLED).
- correctness fix: api-routes-schemas.md no longer claims the A2A admin
  routes are reachable by any authenticated agent — they carry a
  _require_ceo gate (wave 2c).

docs/internal, _front.md deltas, and the frozen _complete_map.md
snapshot untouched.

* fix(rag): atomic upsert for indexed-doc tracking (kills e2e segfault)

The indexed-document tracking write used check-then-insert in two paths
(IndexedDocumentRepository.upsert_batch and the file-source
_upsert_doc_record). Under concurrent indexing both callers saw no row
and both inserted, so the second violated uq_indexed_doc_source and
poisoned its transaction — surfacing in CI as the intermittent
_checkin_failed SIGSEGV on the failed connection's pool checkin.

Both paths now use INSERT ... ON CONFLICT DO UPDATE against the
constraint: coalesce keeps an existing title/preview when the new value
is empty (matching the old guards) and metadata is jsonb-merged. The
batch dedupes within itself first (ON CONFLICT can't touch a row twice
in one statement). expire_all after the Core upsert keeps same-session
ORM reads consistent with the merged DB row.

---------

Co-authored-by: Renn F <rennf93@users.noreply.github.com>
2026-07-03 19:24:00 +02:00

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8.8 KiB
Markdown

# Task Management Tools
There is **no** `roboco_task_*` tool surface. Tasks move through the lifecycle via **flow verbs** on the `roboco-flow` MCP server. Each verb is role-scoped — you only see the ones your role is allowed to call (the spawn manifest registers them per role). Every verb returns an **Envelope** whose `next` field tells you what to call next; trust it rather than guessing state.
The verbs below are grouped by who calls them.
## Developer flow
```python
give_me_work() # returns your most-actionable pending task
i_will_work_on(task_id, plan="...")
# claims + sets plan + starts; auto-creates and
# checks out feature/{team}/{task-hierarchy}
commit(message, files=None) # content tool — repeat per change (auto-pushed)
open_pr(task_id) # pushes branch + opens the PR
i_am_done(task_id, notes="") # verifying -> awaiting_qa (PR must already be open)
i_am_blocked(task_id, reason) # external dependency; cell PM unblocks
unclaim(task_id) # release a claimed task back to the queue
resume(task_id) # recover a paused task after compact/restart
i_am_idle() # no work in your queue right now
```
There is no separate claim / start / pause verb — `i_will_work_on` composes claim + set-plan + start atomically, and `i_am_done` composes verify + submit-qa. Branches are auto-created on `i_will_work_on`; do not checkout by hand.
## QA flow
```python
give_me_work() # returns an awaiting_qa task
claim_review(task_id) # claim for review (auto-checks-out dev branch)
pass_review(task_id, notes) # awaiting_qa -> awaiting_documentation
fail_review(task_id, issues=[...])
# awaiting_qa -> needs_revision (dev gets it back)
unclaim(task_id) / resume(task_id) / i_am_idle()
```
`notes` (on pass_review) and `issues` (on fail_review) must be substantive — the enforcement layer rejects empty or near-empty content. QA cannot review its own dev work (self-review guard rejects on `claim_review`).
## Documenter flow
```python
give_me_work() # returns an awaiting_documentation task
claim_doc_task(task_id) # claim the doc phase
commit(message, files) # commit the doc files you write
i_documented(task_id, notes, files)
# awaiting_documentation -> awaiting_pm_review
```
Documentation tasks are **not** delegated — the lifecycle auto-creates the doc phase after a code task passes QA.
## Cell PM flow
```python
triage() # list actionable tasks in your cell
i_will_plan(task_id, plan, approach)
# claim + plan + start a parent task
delegate(parent_task_id, title, description, assigned_to, team, task_type,
nature, estimated_complexity, acceptance_criteria,
covers_parent_criteria=[...])
# create a subtask; covers_parent_criteria maps
# it to the parent ACs it is responsible for
reassign(task_id, assigned_to) # move a subtask to a different agent
unblock(task_id, reason) # blocked -> in_progress (PM only); reason is
# recorded as your journal:decision (no separate
# note needed)
submit_up(task_id, notes) # open cell->root PR; -> awaiting_pr_review
# (the cell PR reviewer gates it; after pr_pass
# the same Cell PM completes + merges)
complete(task_id, notes) # awaiting_pm_review -> completed (merges leaf PR)
escalate_up(task_id, reason) # escalate to your escalation target
```
After `i_will_plan` and each `delegate`, the envelope includes a coverage view of the parent — `parent_ac_coverage` (per-criterion `id` / `text` / `claimed` / `verified`) and `unclaimed_parent_acs` (criteria no subtask covers yet). A parent cannot idle with unclaimed criteria, nor `complete` / `submit_up` / `escalate_to_ceo` until every criterion traces to a child that passed QA. These gates stay inert until you start declaring `covers_parent_criteria`. See `docs/rag/workflows/task-planning.md`.
**Delegation rules** (enforced): `main_pm -> cell_pm`; `cell_pm -> its team's devs`. Cell PMs receive planning-typed parent tasks; devs get code/research (UX devs also design). Always create subtasks via `delegate` with `parent_task_id` set — there is no standalone task-create verb for agents.
## Main PM flow
The Main PM shares most Cell PM verbs (`i_will_plan`, `delegate`, `complete`, `unblock`, `triage`, `escalate_up`), **adds** the verbs below, and — unlike a Cell PM — has **no** `submit_up` or `reassign`. Its bubble-up verb is `submit_root` (the root analogue of the Cell PM's `submit_up`):
```python
triage_all() # list actionable tasks across all teams
submit_root(task_id, notes) # open root->master PR; -> awaiting_pr_review
# (the main PR reviewer gates it; after pr_pass,
# complete escalates to the CEO)
escalate_to_ceo(task_id, reason)
# awaiting_pm_review -> awaiting_ceo_approval
give_me_work() # Main PM may also pull work directly
```
For a code root the Main PM **must** `submit_root` first — that opens the root→master PR and enters the in-path gate (`awaiting_pr_review`); only after the main reviewer `pr_pass`es it does `complete` escalate to the CEO. A branchless coordination root (product fan-out, no repo) skips the gate and is completed/escalated directly. The Main PM never merges to `master``complete` escalates and only the CEO merges the root→master PR.
## Board flow (Product Owner / Head of Marketing)
```python
triage() # list actionable tasks in scope
escalate_to_ceo(task_id, reason)
i_am_idle()
```
The Board **cannot** claim, create, complete, or cancel tasks. Strategic decisions are escalated to the CEO.
The Product Owner additionally has `propose_roadmap(cycle_goal, items)` — a **content tool** on `roboco-do`, not a flow verb, so it doesn't appear above. It authors the weekly board-roadmap-engine exploration cycle (a themed goal + 3-7 item drafts); the CEO approves or rejects each item individually into BACKLOG. See `docs/rag/roles/product-owner.md`.
## Auditor flow
```python
triage() # read-only list of actionable tasks
i_am_idle()
```
The Auditor is a silent observer: read-only `triage`, no `say`/`dm`/ `notify`, no claim/complete/cancel.
## PR Reviewer flow
```python
give_me_work() # returns an inbound-PR review task
claim_pr_review(task_id) # claim it (planless, branchless — read-only)
post_pr_review(task_id, ...) # posts one change-request on the PR; task -> completed
unclaim(task_id) # release a claimed inbound or gate review back to the pool
i_am_idle()
```
The PR Reviewer reviews inbound external/fork (and, behind a flag, internal) PRs the org did not open. It is read-only: no `commit`/`open_pr`/`merge`, no `say`/`dm` — the change-request is posted server-side on the PR itself, and the CEO decides Supersede/Dismiss from the PR Review Queue.
The same role also runs the **in-path PR-review gate** on the org's own assembled delivery PRs — the merge-level review before the PM merges:
```python
claim_gate_review(task_id) # claim an awaiting_pr_review task; returns the assembled diff
pr_pass(task_id, notes) # assembled PR is correct -> awaiting_pm_review (the PM merges)
pr_fail(task_id, issues) # send it back -> needs_revision, like a QA fail
```
Both verdicts are also posted on the assembled PR itself as a GitHub review (server-side, bot account) so the decision is visible on the PR the PM merges: `pr_pass` → APPROVE, `pr_fail` → REQUEST_CHANGES — except the root→master PR, which only ever gets a plain COMMENT (only the CEO acts on `master`).
A cell reviewer (be/fe/ux-pr-reviewer) reviews its cell's assembled cell→root PR; `pr-reviewer-1` reviews the root→master PR for the cross-cell integration seam, before the CEO sees it.
## Cancel
Cancelling a task (any non-terminal status -> `cancelled`) is restricted to **PM roles and the CEO** — except `awaiting_ceo_approval -> cancelled`, which is **CEO-only** (a PM cancelling a task already in the CEO's queue would bypass the human approval gate). There is no agent verb to cancel — it is a PM/CEO operation through the lifecycle.
## Progress
Record progress against your plan with the `progress` content tool (on `roboco-do`), not a task verb:
```python
progress(task_id, message="API skeleton landed", plan_step="2")
```
Your plan's steps are the progress checklist; the percentage is derived from completed steps — you do not set it.