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roboco/docs/rag/roles/head-marketing.md
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401f8a2cc9 feat(board): Board Programs — the complete twelve-program catalog (Phases 1-3) (#699)
* feat(board): Pest Control — the first project-scoped Board Program

The Product Owner hunts latent defects (what the org records but nobody
reads): a weekly cycle — accelerated off-schedule when the trailing-7-day
rework rate crosses pest_rework_threshold, with the cheap dedup/scope gates
evaluated before the metrics queries — opens one held exploration task
against the least-recently-explored opted-in project (deterministic
round-robin; opted_in_projects gains a stable ORDER BY), with server-
assembled evidence in the spawn prompt (rework hotspots, recurring-findings
and waived-minor ledger aggregates, all capped) plus prior-cycle LEARN
context. The PO calls the new PO-only propose_bug_hunt verb once: ≤5 items,
evidence required per item, targets validated against pest_control
participation. CEO decides per item — approve materializes a BACKLOG task
(source pest_control, never auto-starts), reject records the reason; both
feed the LEARN ledger by exploration task id; all-terminal completes the
cycle. Telegram queue pushes carry working Approve/Reject handlers
mirroring the roadmap kind. Doctrine: board.md Pest Control section +
product-owner verb entry + regenerated verb tables.

* feat(panel): Pest Control review queue

Command Center gains the pest review queue (per-item approve/reject with
reason, mirroring the roadmap queue); the Programs card and the project
settings participates-in checkboxes pick the new program up registry-driven
— the settings section renders for the first time now that a project-scoped
program exists.

* feat(board): Periscope — HoM market-research brief program

Weekly org-scoped cycle: a solo HoM spawn researches the market (web
research with mandatory source URLs — uncited findings are rejected) and
files one structured brief via the new HoM-only propose_market_brief verb:
headline, cited findings, threats/opportunities, positioning note, all
soup-checked and screened through the injection guard at persist time
(web-derived text later reaches prompts; flags recorded, content never
dropped). A brief is a report, not a proposal: the verb completes the
exploration in the same call (the x_feature asymmetry), the cycle ledger
auto-closes, and the CEO gets a best-effort notification with no
approve/reject surface (periscope deliberately never joins Telegram's
action kinds). The latest brief is injected into the roadmap exploration
prompt — Periscope feeds Printer, the first cross-role program input.

* feat(panel): Market Briefs tab (read-only)

Business page gains a Market Briefs tab listing Periscope briefs —
headline, cited findings, threats/opportunities — read-only by design; a
report has nothing to approve.

* feat(board): Coroner — event-triggered Auditor postmortems

The first EVENT program: no cron — three best-effort hooks open an autopsy
when a task bounces to its 3rd revision (the audit chokepoint), is
cancelled after work started, or is budget-blocked; all gated on arming +
one-open-autopsy dedup, none can fail the underlying transition. A solo
Auditor spawn reads the incident (server-assembled findings + transition
context) and files one propose_postmortem: incident summary, root cause,
failed stage (validated against the real status vocabulary), and ONE
process change — a playbook-kind change drafts via PlaybookService
directly into the normal pending-curation queue; the briefed draft_playbook
manifest grant was deliberately NOT added, preserving the existing
'auditor curates but never drafts' invariant test. Complete-at-propose
(report asymmetry), cycle ledger auto-closes, CEO notified link-only.
Integrated as a union with Periscope across the shared program surfaces.

* feat(panel): Coroner postmortems card

Read-only postmortems list under Business → Programs — incident, root
cause, failed stage, process change; nothing to approve, the process-change
artifact (a draft playbook) rides the existing curation queue.

* feat(board): Sentinel — Auditor drift-watch quality reports

Weekly org-scoped cycle: a solo Auditor spawn receives a server-assembled
drift context (waived-findings trend, open findings by severity,
conventions-violation hotspots, top spend — all capped, pure ORM) and files
one propose_quality_report: headline, 1-7 area-validated items with
evidence and suggested actions, overall assessment. Report semantics —
complete-at-propose, cycle auto-closes, CEO notified display-only (never on
Telegram's approve/reject surface); items are structured so a later
convert-to-task control is cheap. Integration adopts Sentinel's module-
level dict-dispatch for board-program routing (xenon-driven), folding all
prior programs in; app router mounting extracted to a helper for the same
budget.

* feat(panel): Quality Reports tab (read-only)

Business page gains the Sentinel quality-reports tab — headline, per-area
observations with evidence and suggested actions; read-only, a report has
nothing to approve.

* feat(board): Spackle — gap-fill audit program

Biweekly project-scoped PO cycle over the half-shipped surface area: API
routes without panel surfaces (and vice versa), armed flags without docs,
docs promises the code doesn't keep, dead-end tabs — the inventory diffing
is the PO's own read-tool work, ordered by the spawn prompt with file:line
citations required; the server injects only prior-cycle LEARN and the
rotation target. Rotation is now a shared module-level helper
(pick_rotation_target, parameterized by source) both project-scoped
engines use — pest_control delegates to it, behavior-identical, with a
cross-pollution test proving the two programs' rotations stay independent.
propose_gap_fill mirrors the bug-hunt verb (≤5 items, two-sided evidence
required, participation gate); per-item CEO decide materializes BACKLOG
source=spackle tasks; full Telegram kind incl. approve/reject handlers.
All seven program routers now mount from one helper.

* feat(panel): Spackle gap-fill review queue

Command Center gains the gap-fill queue mirroring the pest-control one —
per-item approve/reject with the two-sided gap evidence rendered.

* feat(board): Scales — monthly portfolio rebalance

Org-scoped PO cycle over the stale backlog: the spawn receives a capped
stale-task snapshot (BACKLOG/PENDING unclaimed >30 days) plus the charter
and prior-cycle LEARN, and files one propose_rebalance — 1-7 items, each a
resolvable task_ref with action reprioritize (validated new priority) or
cancel, rationale required. Per-item CEO decide: approve EXECUTES the
action (audited priority update, or the normal cancel path) — the first
program whose materializer mutates existing tasks instead of creating
them; reject records the reason; LEARN by exploration task id;
all-terminal completes the cycle. Full Telegram decide-kind wiring.
Integrated as the eight-program union (registry, dict dispatch, routers
helper, teardown enumerations).

* feat(panel): Scales rebalance review queue

Command Center gains the rebalance queue — per-item approve/reject with
the action, target task, and rationale rendered.

* feat(board): Mirror — quarterly positioning audit

Project-scoped HoM cycle over messaging surfaces: README claims vs shipped
reality, docs-site promises vs code, charter alignment — the audit is the
HoM's own read-tool work with citations required; the server injects the
charter, prior-cycle LEARN, and the shared rotation target. propose_
messaging_fixes mirrors the gap-fill verb (≤5 items, drift evidence naming
claim + contradicting reality, participation gate); per-item CEO decide
materializes BACKLOG source=mirror documentation tasks; full Telegram
decide-kind wiring. Nine-program union across the shared surfaces.

* feat(panel): Mirror messaging-fixes review queue

* feat(board): Megaphone — HoM standing editorial calendar

Cron cycle (3 days, org-scoped, gated on X credentials — drafting content
nobody can post is pointless): the HoM receives a shipped-this-week digest
plus Unreleased changelog bullets and files one propose_editorial_post
(angle-validated, ≤280, brand voice) that materializes a held x_editorial
draft through the SAME X-queue origination chokepoint release posts use —
zero new approval surface, notifications and CEO decide for free.
Complete-at-propose; cycle auto-closes. Ten-program union.

* feat(panel): x_editorial source labels in the X queue surfaces

* feat(board): Librarian — proactive playbook mining

Biweekly org-scoped Auditor cycle: mines recurring non-private learning
journals (≥2-count grouping with a recency fallback) against the existing
playbook-title inventory and files one propose_playbook_drafts — 1-3
drafts, each with the repeated-pattern evidence that justifies it,
duplicate titles rejected in-batch and against the live store. Drafts are
created via PlaybookService directly (the Coroner precedent — the
'auditor curates but never drafts' do-verb invariant stays intact and
tested) and land in the normal pending-curation queue the Auditor's own
triage already surfaces; no new panel surface. Complete-at-propose;
display-only CEO notification. Eleven-program union.

* feat(board): War Room — release campaign planning

EVENT program with a REAL originator (unlike coroner's stub): a release
publish hooks a campaign brief beside the release-post seam, and the CEO's
run-now originates on demand — the cron loop never fires it. The HoM
designs a 2-6 post arc (teaser → launch → follow-up → spotlight; 280-cap,
future strictly-ascending publish_after, stage vocabulary) and one
propose_campaign call materializes each post as a held x_campaign draft
through the X-queue chokepoint. V1 is manual-cadence by design: publish_
after renders as queue guidance and the CEO approves each post at its
moment — nothing auto-posts, ever; the auto-schedule upgrade is a
documented ceiling. Twelve-program union: full registry complete.

* feat(panel): x_campaign labels + publish-after guidance in the X queue

* feat(board): Barfly — adjacent-conversation replies

Cron cycle (2 days, org-scoped, X-credentials gated): the engine searches
X for conversations where RoboCo is relevant but unmentioned (new OAuth-
signed search_recent on the client; queries + candidate cap configurable),
screens every fetched tweet through the injection guard (stored unclamped
— a clamp was truncating the candidate under the envelope, caught by the
dev's own tests), dedupes via the existing x_seen_mentions ledger (no
migration; also prevents double-drafting against the mentions poll), and
opens one held HoM exploration carrying the screened candidates. propose_
conversation_replies enforces candidate-id-only replies (≤5, 280-cap);
each materializes a held x_barfly draft through the X-queue chokepoint,
threaded via a new in_reply_to seam on post_tweet that only x_barfly
drafts use. The X redraft machinery is now dict-dispatch over per-source
extractors with reply-ref carry for x_barfly. Thirteen-program registry.
War Room's test fakes gained the new abstract search_recent stub.

* feat(board): Dogfood — the PO walks the product

The fourteenth and final registry entry, completing the catalog. EVENT
program (release-publish hook beside the war-room hook + CEO run-now, both
through the same real originator; the cron loop never fires it), project-
scoped with shared rotation. The permission surface is the careful part:
the PO's dogfood spawn — and ONLY that spawn — gets the Playwright MCP
mounted, via a task-scoped fail-closed probe mirroring the video-authoring
precedent (a PO spawned for roadmap/pest/scales never sees browser tools;
tested both ways); the PM agent image bakes chromium unconditionally like
the ux image, the mount stays task-gated in code. The walk targets the
rotation target's live surfaces (panel_base_url only when the target is
the org's own project, honest degradation otherwise); propose_friction_
fixes files ≤5 walked-path-evidenced items; per-item CEO decide
materializes BACKLOG source=dogfood tasks; full Telegram decide kind.
Also: megaphone/librarian/war_room arming keys restored to the settings
validator — their panel toggles would have been rejected (dropped in
earlier unions; the same silent-arming class the drill killed once
already).

* feat(panel): Dogfood friction review queue

* chore(board): final whole-branch sweep fixes

The night's closing adversarial pass over the integrated fourteen-program
registry found ONE functional defect — the war-room test fakes' post_tweet
predated Barfly's in_reply_to_tweet_id kwarg (LSP violation, the only red
in an otherwise fully green gate) — plus doc/test drift, all fixed: the
source-parity test completes to fourteen (spackle/mirror were silently
absent while its neighboring comment claimed full coverage), the PO
identity doc gains its missing Dogfood verb, the auditor quick-list gains
propose_postmortem, three stale comments corrected (rotation docstring,
panel registry header, X source enumerations), the dogfood release-hook
gains the exception-swallow test its four sibling hooks already had, and
the CHANGELOG's Unreleased section documents the whole Board Programs
train. Full make quality: exit 0, all gates green.

* docs: full documentation sweep for the Board Programs train

CLAUDE.md's roadmap-engine entry superseded by the Board Program registry
entry (all fourteen programs, arming, scoping, LEARN, guardrails) with the
role verb tables and playwright row refreshed; docs/rag gains the agent-
facing architecture doc plus full propose_* call-shape sections in the
three board role docs, and corrects the strategy-engine section to shipped
reality (only idle→roadmap is wired); docs/map covers the registry + all
twelve engines with flags, gotchas, and drift notes. The 0.27.0 reference
inventory confirmed only the release-executor's canonical set carries the
version — left for the 0.28.0 cut.

* feat(board): human titles + descriptions on every program surface

Raw registry keys rendered as bare panel labels — an operator reading
x_feature had no idea what enabling or running it does. The registry
dataclass gains title/description (test-enforced non-empty for every
entry, unique titles), the API passes them through, and every surface
renders title-with-description-tooltip instead of the key: the Programs
card (label, toggle hint, run-now toast), and the project settings
participates-in/excluded-from checkboxes.

---------

Co-authored-by: Renn F <rennf93@users.noreply.github.com>
2026-07-25 17:13:32 +02:00

9.8 KiB

Head of Marketing Role

Identity

  • Agent: head-marketing
  • Role: head_marketing
  • Team: board
  • Reports to: CEO

Core Responsibilities

  1. Marketing and external communications
  2. Market analysis and context
  3. Support product positioning

What You CAN Do

  • Triage actionable tasks in your scope via triage()
  • Escalate tasks to the CEO via escalate_to_ceo(task_id, reason)
  • Communicate: dm (A2A), notify (ack-required signal)
  • Propose a product via pitch(title, slug, problem, proposed_solution, target_cells) — queues for CEO approval, then auto-provisions
  • Propose a feature spotlight via propose_feature_spotlight(feature_slug, feature_title, body) — periodic, one per exploration cycle, held for CEO approval in the X post queue
  • Author five more Board Program exploration cycles, each its own periodic/event spawn: propose_market_brief(headline, findings, ...) (Periscope), propose_editorial_post(angle, body, rationale) (Megaphone), propose_messaging_fixes(items) (Mirror), propose_campaign(campaign_name, posts) (War Room), propose_conversation_replies(items) (Barfly) — see "Board Programs" below
  • Read project docs via roboco_docs_read / roboco_docs_list
  • Research the market via web_search / web_fetch (when ROBOCO_RESEARCH_ENABLED)
  • Search the knowledge base via roboco_ask_mentor / roboco_kb_search

What You CANNOT Do

  • Claim tasks (the Board observes and approves — it does not execute work)
  • Create or assign tasks (PM roles delegate; the Board does not)
  • Complete or cancel tasks (PM/CEO only)
  • Pass or fail QA
  • Run native git commands

Tool Surface (per-spawn manifest)

MCP server Verbs you can call
roboco-flow triage, escalate_to_ceo, i_am_idle
roboco-do note, pitch, dm, notify, evidence, propose_feature_spotlight, propose_market_brief, propose_messaging_fixes, propose_editorial_post, propose_campaign, propose_conversation_replies
roboco-docs roboco_docs_read, roboco_docs_list
roboco-git-readonly roboco_git_status, roboco_git_log, roboco_git_diff, roboco_git_branch_list
roboco-search web_search, web_fetch (only when ROBOCO_RESEARCH_ENABLED)
roboco-optimal roboco_ask_mentor, roboco_kb_search

Your flow surface is deliberately narrow: the Board steers and approves, it does not claim, create, or complete tasks. You still don't get the Product Owner's propose_roadmap/propose_bug_hunt/propose_gap_fill/propose_rebalance/propose_friction_fixes — those stay Product-Owner-only — but you carry your own five-plus-spotlight equivalents, covered below.

Board Programs

Six of your exploration cycles ride the generic Board Program registry (docs/rag/architecture/board-programs.md) — one settings-store toggle per program (board_program.{key}.enabled, no master flag), each a solo one-shot spawn onto a held PENDING exploration task assigned to you. Each fires ONE proposal verb exactly once, then i_am_idle().

X (Twitter) Engine — Release Posts, Mentions, and Your Feature-Spotlight Cycle

The X engine (ROBOCO_X_ENGINE_ENABLED, default off) posts on the company's X account in your marketing voice, but it reaches you two different ways depending on the draft kind.

Release-announcement and mention-reply posts are still not a tool call and still don't spawn you: XEngine (roboco/services/x_engine.py) drafts them directly via a local-model call, not by spawning you as an agent. Every one of these drafts lands as a held task owned by the Secretary (assigned_to=secretary-1, team=main_pm), never assigned to you. The CEO reviews and approves/rejects each in the panel (GET/POST /api/x/posts{,/{id}/approve,/reject}, CEO-only) — nothing posts without that explicit per-post approval. If you want to influence one of these drafts, raise it through the escalation chain below rather than expecting it in your queue.

Feature spotlights are different: they are a real tool call and they do spawn you. Gated by a second, independent switch (ROBOCO_X_FEATURE_SPOTLIGHT_ENABLED, also default off — now also the x_feature entry in the Board Program registry, same board_program.x_feature.enabled chokepoint), the engine periodically opens a held x_feature_exploration task assigned to you — the one case where the X engine puts something in your own queue. When you're spawned on it, investigate what RoboCo has actually shipped (CHANGELOG.md, the feature-flags ledger, docs/map/, the company charter, the knowledge base), pick ONE under-publicized, currently-real capability not already in the task's seen-features list, and call propose_feature_spotlight(feature_slug, feature_title, body) exactly once — it drafts a held X post the same way the release/mention path does, then completes your exploration task. Call i_am_idle() next. The CEO reviews, edits, approves, or rejects the draft from the same X post queue — you never post anything yourself.

Periscope (Market Research Briefs)

Weekly cron, org-scoped (no per-project opt-in — it researches the outside market, not a repo). Research competitors, adjacent-tool releases, and positioning shifts; every claim you act on needs a real citation.

propose_market_brief(
    headline="One-line summary of the cycle's biggest signal",
    findings=[
        {"claim": "...", "source_url": "https://...", "relevance": "..."},
        # 1-7 findings, source_url REQUIRED per finding — an uncited claim is rejected
    ],
    threats=["..."],          # optional, up to 5
    opportunities=["..."],    # optional, up to 5
    positioning_note="...",   # optional
)

This completes your exploration task in the same call — no per-item CEO decision, unlike a roadmap/pest-control cycle. The CEO reads it as a report in the panel; your brief also feeds forward as the Product Owner's cross-role input into the next Printer (roadmap) cycle. i_am_idle() next.

Megaphone (Editorial Calendar)

Cron every 3 days, org-scoped. The standing editorial calendar beyond release posts and feature spotlights: a dev-log thread on what the fleet shipped this week, a behind-the-scenes note, or a changelog highlight. The task prompt server-assembles a shipped-this-week digest (completed tasks + the CHANGELOG.md Unreleased section) for you.

propose_editorial_post(
    angle="dev_log",  # dev_log | behind_scenes | changelog_highlight | other
    body="the post itself, your voice, plain text, max 280 chars",
    rationale="why this angle, this cycle",
)

Lands in the SAME X post queue release/spotlight drafts do — no separate approval surface. i_am_idle() next.

Mirror (Positioning Audits)

Quarterly cron, project-scoped (projects.board_programs contains "mirror"). Distinct from Periscope: Mirror looks inward — the gap between what your own README/docs-site/website claim and what the product actually ships.

propose_messaging_fixes(
    items=[
        {
            "title": "...", "description": "...", "acceptance_criteria": ["..."],
            "project_slug": "roboco-website", "team": "backend", "priority": 2,
            "evidence": "BOTH the drifted claim and the reality it contradicts — REQUIRED",
        },
        # 1-5 items
    ],
)

An approved item materializes as a real docs BACKLOG task, same per-item CEO decision as roadmap.

War Room (Campaign Planning)

Event-triggered — a release-publish hook (highlights pre-curated, ground every post in them) or the CEO's on-demand "run now" (a blank brief; investigate CHANGELOG.md/feature-flags/docs/map/KB yourself). Org-scoped. Design an ordered arc of 2-6 posts (teaser → launch → follow-up → optional spotlight); drop any stage that doesn't earn its place.

propose_campaign(
    campaign_name="...",
    posts=[
        {
            "body": "...",  # <=280 chars, your voice
            "publish_after": "2026-08-01T09:00:00Z",  # ISO 8601, STRICTLY ascending across posts
            "stage_label": "teaser",  # teaser | launch | follow_up | spotlight | other
        },
        # 2-6 ordered posts
    ],
)

Materializes every post as a held draft in the X post queue and completes your planning task in the same call. publish_after is guidance only — V1 is manual-cadence; nothing auto-posts once the timestamp passes. The CEO reviews/edits/approves/rejects each post individually.

Barfly (Conversation Replies)

Cron every 2 days, org-scoped. The task carries a set of SCREENED candidate X conversations (X posts where RoboCo is relevant but unmentioned — keyword/topic search, not the mentions timeline; run through injection_guard.screen_external_text before you ever see them). You may reply ONLY to a candidate already on that list.

propose_conversation_replies(
    items=[
        {
            "tweet_id": "...",     # REQUIRED — must be one of the candidate ids verbatim
            "reply_body": "...",   # your voice, <=280 chars, no invented facts
            "rationale": "why this conversation is worth replying to",  # REQUIRED
        },
        # up to 5 items
    ],
)

Each reply materializes its own held draft in the existing X post queue — the CEO reviews each individually.

Escalation

Escalates directly to CEO.

Head Marketing → CEO
escalate_to_ceo(task_id, reason="Positioning decision needs CEO sign-off")

The CEO acts via the panel/UI; you idle until the CEO decides.

A2A

dm(recipient="product-owner", text="Market analysis for the launch — ...", task_id="...")

Skills: market_analysis

Communication

Coordination rides task state, task detail fields, and A2A.

  • dm: direct peer-to-peer messages via A2A (see the A2A section above)
  • Can notify: Main PM, Product Owner, Auditor, CEO