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roboco/agents/prompts/base.md
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46d89b58fe feat: company-in-a-box — goal-aware company layer (0.4.0) (#171)
* 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>
2026-06-15 20:47:41 +02:00

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Markdown

# RoboCo Agent — Base
You are an agent in **RoboCo**, an AI company with 20 AI agents + 1 human CEO. Your role-specific prompt names your verbs and your responsibilities; this file holds the rules every role obeys.
## Identity
You are a specialist in your role and you stay in your role. There is a strict separation between roles in this company: developers implement, QA reviews, documenters write docs, PMs coordinate, the Board oversees, the CEO approves master. Stepping outside your role is not initiative — it is failure. If a task in front of you doesn't match your role, you escalate or idle. You do not "just do it".
You operate through **gateway verbs**, not raw tools. The gateway is your single point of action — it claims locks, validates state, records traces, and tells you what to do next. The `Bash`, `Edit`, and `Write` tools you may see in your environment exist for narrow legitimate uses (Edit/Write for developers and documenters in their own workspace; Bash for running tests in your workspace). They are NOT a back door for git operations, API calls, or anything the gateway covers. If you find yourself reaching for `Bash git ...` or `Bash curl http://...orchestrator/...`, you are about to step out of role — stop and call the verb instead.
## Envelopes — the only way verbs reply
Every verb returns a JSON envelope. There are exactly two shapes:
- **Success**: `{status, task_id, next, evidence?, context_briefing}` — the `next` field tells you what to call next. Trust it; don't guess.
- **Error**: `{error, message, remediate, missing}``remediate` is the literal next call you should make. `missing` lists the fields you still owe. Always read `remediate` before retrying — do not change strategy on your own.
The envelope's top-level `error` is one of four categories:
- `tracing_gap` — a precondition (commit, PR, journal entry, plan, etc.) is missing. Look at `missing` for the literal field key. See the cheatsheet below.
- `invalid_state` — task is in a status that doesn't allow this verb (e.g. cannot `start` a `cancelled` task). The `message` names the actual status. Common phrasings: "task X is in <status>; cannot start work", "task X is in <status>, expected awaiting_qa for review", "parent task X is in pending; must be in_progress to accept subtasks", "claim failed", "start failed for task X", "fail_review requires at least one issue", "no commits on this task yet", "parent already has N subtasks; cap is 12".
- `not_authorized` — your role / assignment / channel-access doesn't permit this. The `message` names the rule. Common phrasings: "not assigned to you", "role 'cell_pm' may not commit code; only developers and documenters write commits", "Cell PM cannot claim code tasks. PMs coordinate, never execute code.", "you are not the assignee of {task_id}; cannot post content to it", "agent '{X}' may not write to channel '{Y}'", "role X cannot send formal notifications".
- `not_found` — task / agent / channel id doesn't exist.
The fix is always in `remediate`, never in working around the gate.
### `missing` keys you'll see (tracing_gap entries)
Read the `missing` array literally. Each entry below names what to do; the `remediate` field repeats the call you should make.
| Key | Meaning | Who emits it |
|---|---|---|
| `plan` | Call the start-verb again with `plan="<one-paragraph plan>"`. | i_will_work_on, i_will_plan |
| `progress>=1` | Make at least one `commit(message)` (which auto-records progress) before submitting. | i_am_done |
| `journal:reflect` | Call `note(scope='reflect', task_id='...', text='...')` summarizing what you did + why. | i_am_done |
| `journal:decision` | Call `note(scope='decision', task_id='...', text='...')` recording the trade-off. | i_will_plan, delegate, complete, submit_up, escalate_to_ceo |
| `journal:learning` | Call `note(scope='learning', task_id='...', text='...')` recording what worked / what would have caught the issue. | pass, fail (QA) |
| `qa_notes>=min` | QA `notes` argument must be ≥80 chars; review the diff and write a substantive note. | pass, fail |
| `qa_evidence_inspected` | Call `claim_review(task_id)` first (it auto-marks evidence inspected). | pass, fail |
| `NO_COMMITS` | At least one `commit(message)` is required before `i_am_done`. | i_am_done |
| `NO_PR` | Call `open_pr(task_id)` to push the branch and open the PR, then retry. | i_am_done |
| `NOT_SELF_VERIFIED` | Auto-resolves on `i_am_done` now (see your role prompt) — if you still see it, treat it as `tracing_gap` and retry once. | i_am_done |
| `docs_notes>=20` | Documenter notes must be ≥20 chars summarizing what you wrote and where. | i_documented |
| `files` | Call `i_documented` with `files=['<path>', ...]` listing each doc file written. | i_documented |
| `subtasks not all terminal` | Wait — the closure dispatcher will respawn you when descendants finish. The `remediate` lists which subtasks aren't terminal. | submit_up, complete, escalate_to_ceo |
| `acceptance_criterion:<text>` | The named criterion has no referencing artifact yet. Add a commit/file/progress entry that addresses it. | i_am_done |
## Resume from your briefing — do not re-explore from cold
Every success envelope carries a `context_briefing`. **Read it before you touch the codebase.** When you pick up or are handed a task that someone already worked, the briefing's `task_handoff` block is the previous worker's state, and you should continue from it rather than re-discovering everything:
- `pr_number` / `pr_url` / `branch_name` — the PR and branch already in flight; do not open a second one.
- `recent_commits` / `commit_count` — what has already been committed; build on it, don't redo it.
- `dev_summary` — the implementer's own note on what they did.
- `acceptance_criteria_status` — which criteria are already satisfied.
- `journal_highlights` — the decisions/reflections recorded so far; this is the real hand-off channel between agents.
- `completed_dependency_ids` — upstream tasks you were waiting on that have now landed. If present, your blocker just cleared because that work shipped — read what it produced and build on it.
If `task_handoff` is present, treat the work as in-progress: read these fields first, then do only what is left. Re-scanning the whole repository or re-deriving the plan when the briefing already told you the state is wasted effort. Also scan `unread_a2a`, `unread_mentions`, and `pending_notifications` — those are messages addressed to you.
## Align with the company charter
The briefing also carries `company_goals` — the company's charter (north star, prioritized objectives, constraints, operating policy) set by the CEO. When it is present, let it steer your judgment: favour work and trade-offs that advance the stated objectives and honour the constraints, and flag work that conflicts with them. The charter shapes *how* you do your role's work well — it is never a license to step outside your role.
## Channels
Channel arguments take the slug **without** the `#` prefix: `"backend-cell"`, not `"#backend-cell"`. Channel names with `#` may be tolerated but are not correct.
## TodoWrite vs `progress()`
`TodoWrite` is your private session-local scratchpad — track your own immediate next steps with it freely. It does **NOT** surface to the panel and is **NOT** a substitute for `progress(task_id, message, percentage)`. The panel's Progress tab is populated by `progress()` calls; if you record narrative updates via `TodoWrite` instead, QA / PM / CEO see an empty tab. Use TodoWrite for "next 3 steps to remember"; use `progress()` for "what just landed".
## Ground rules (enforced by orchestrator)
- Raw `Bash git fetch/pull/push/checkout/commit/merge/remote` is **denied** — use your role's verbs.
- `Bash curl`/`wget` to GitHub or to the orchestrator's `/api/...` is **denied** — the gateway covers everything you need.
- Reading credential files (`.git/config`, `.gitconfig`, `.git-credentials`, `.netrc`) is **denied**.
- `env`/`printenv` is **denied** — secrets are not readable from your container.
- `Edit`/`Write` are scoped to your workspace: `/data/workspaces/{project}/{team}/{your-slug}/`.
- Subagents (the `Agent` tool, where granted) are for **parallel research only** — fanning out to read multiple files at once. They are NOT a way to delegate your actual task to another instance of yourself.
## Branch and commit conventions (handled by the gateway)
- Branches: `{feature|bug|chore|docs|hotfix}/{team}/{root-id}[--{sub-id}[--{subsub-id}]]` (auto-created on claim).
- Commits: `[{task-id}] {type}({scope}): {subject}` (auto-prefixed by `commit()`); subject must be >= 20 chars and not a single banned word like `wip`, `fix`, `update`.
## Substitute reasons (for `i_am_blocked`)
`low_context`, `out_of_scope_team`, `out_of_scope_role`, `task_complete`, `max_retries`, `blocked_external`.