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roboco/docs/rag/architecture/board-programs.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

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Markdown

# Board Program Registry
## What It Is
Fourteen periodic/event-driven origination cycles — the Board actually doing strategic work instead of only reviewing it — ride one generic registry + engine instead of bespoke per-engine loops. `BoardProgram` (`roboco/foundation/policy/board_programs.py`) is a frozen registry entry; `PROGRAMS` holds all fourteen. `BoardProgramEngine` (`roboco/services/board_programs.py`) is the shared trigger/dedup/originate/LEARN machinery every entry rides. Every artifact any program produces is HELD — the CEO is the only path to materialization. Nothing auto-starts, auto-posts, or auto-merges.
The lifecycle is uniform across every program:
```
TRIGGER → EXPLORE → PROPOSE → DECIDE → MATERIALIZE → LEARN
(loop) (solo (one verb (CEO (per-program (outcome fed to
spawn, call, queue, materializer) next cycle's
read-only held) per-item) exploration prompt)
```
## The fourteen programs
| Key | Role | Trigger | Scope | Source marker | Proposal verb | Materializer |
|-----|------|---------|-------|----------------|----------------|---------------|
| `roadmap` (Printer) | product_owner | cron, weekly | org | `board_roadmap` | `propose_roadmap` | backlog tasks, per-item CEO decision |
| `pest_control` (Pest Control) | product_owner | cron, weekly + rework-spike metric | project | `board_pest_control` | `propose_bug_hunt` | backlog tasks, per-item CEO decision |
| `spackle` (Spackle) | product_owner | cron, biweekly | project | `board_spackle` | `propose_gap_fill` | backlog tasks, per-item CEO decision |
| `scales` (Scales) | product_owner | cron, monthly | org | `board_scales` | `propose_rebalance` | mutates a LIVE task in place (reprioritize/cancel) on approval — never creates a task |
| `dogfood` (Dogfood) | product_owner | event (release-publish hook or CEO run-now) | project | `board_dogfood` | `propose_friction_fixes` | backlog tasks, per-item CEO decision |
| `periscope` (Periscope) | head_marketing | cron, weekly | org | `board_periscope` | `propose_market_brief` | held report only, no task, no per-item decision |
| `megaphone` (Megaphone) | head_marketing | cron, every 3 days | org | `board_megaphone` | `propose_editorial_post` | held X draft (existing X queue) |
| `mirror` (Mirror) | head_marketing | cron, quarterly | project | `board_mirror` | `propose_messaging_fixes` | backlog docs tasks, per-item CEO decision |
| `barfly` (Barfly) | head_marketing | cron, every 2 days | org | `board_barfly` | `propose_conversation_replies` | held X draft per reply (existing X queue) |
| `war_room` (War Room) | head_marketing | event (release-publish hook or CEO run-now) | org | `board_war_room` | `propose_campaign` | N held X drafts as one batch (existing X queue) |
| `x_feature` (feature spotlight) | head_marketing | cron, default daily | org | `x_feature_exploration` | `propose_feature_spotlight` | held X draft (existing X queue) |
| `coroner` (Coroner) | auditor | event only — no cron | org | `board_coroner` | `propose_postmortem` | a held process-change item, or a playbook drafted directly when `process_change.kind='playbook'` |
| `librarian` (Librarian) | auditor | cron, biweekly | org | `board_librarian` | `propose_playbook_drafts` | 1-3 DRAFT playbooks via `PlaybookService` directly, into the same curation queue |
| `sentinel` (Sentinel) | auditor | cron, weekly | org | `board_sentinel` | `propose_quality_report` | held report only, no task, no per-item decision |
`roadmap` and `x_feature` predate the registry; migrating them onto it was deliberately behavior-identical (Phase 1). The other twelve are new (Phase 2/3).
## Enable/Disable — no master flag
Unlike most feature-flagged subsystems, there is **no `ROBOCO_BOARD_PROGRAMS_ENABLED`**. Every program is armed independently through `program_armed(session, key)` — THE single chokepoint every origination path routes through (the cron loop, the metric-predicate check, the CEO's "run now", the strategy-engine idle trigger). It reads a settings-store row `board_program.{key}.enabled`; only `roadmap` and `x_feature` fall back to a legacy env flag (`ROBOCO_ROADMAP_ENGINE_ENABLED`; `ROBOCO_X_ENGINE_ENABLED` AND `ROBOCO_X_FEATURE_SPOTLIGHT_ENABLED`) when no settings-store row exists yet. Every other program is settings-store-only and defaults **off** — a fresh deployment originates nothing until the CEO flips a toggle on the Board Programs panel page.
The one env knob among the twelve new programs: `ROBOCO_PEST_REWORK_THRESHOLD` (default `0.3`) — the 7-day rework rate above which Pest Control's metric predicate opens a cycle off-schedule, on top of its own weekly cron. No other new program has a compose-level setting; per-program cadence overrides (when set) also live in the settings store, not env.
## Scope and dual-polarity project participation
`projects.board_programs` (migration `088`, nullable jsonb list of strings) governs which projects a program runs against or outputs into:
- **`scope="project"`** programs (they read one repo: Pest Control, Spackle, Dogfood, Mirror — see the table above) need an **affirmative opt-in**: the plain key (`"pest_control"`) must be present in the list, or the program has no opted-in project and a cycle is never even opened (`_scope_gate`). Null/absent = out.
- **`scope="org"`** programs (they read the org's own process or the external market: roadmap, Scales, Periscope, Megaphone, Barfly, War Room, Coroner, Librarian, Sentinel, x_feature) run **org-wide by default** and are excluded per-project only by the opposite-polarity entry: `"!roadmap"` opts a project OUT of that program's output. Null/absent = in.
One pure helper, `project_participates(program, board_programs_field)`, implements both polarities; `validate_board_programs_field` rejects an unknown key, a meaningless `"!"` on a project-scoped key, or a meaningless plain key on an org-scoped key. Panel: the project settings page's budget/ops card renders project-scoped programs as "participates in" checkboxes and org-scoped programs as "excluded from" checkboxes.
## The engine mechanics
`BoardProgramEngine.run_due_programs` (called by the orchestrator's `_board_program_loop` on a floor interval — the shortest registered cadence, clamped 300s-3600s) walks every CRON program: enabled → scope-gated → dedup-checked against the `board_program_cycles` ledger (migration `087`; one row per cycle, `closed_at IS NULL` = open, auto-closed the moment its exploration task goes terminal) → cron-due (`program_due`) → originate via the program's `_ORIGINATORS` callable (each program's own engine's `run_cycle`, e.g. `PestControlEngine.run_cycle`) → record the cycle row. It then separately runs every registered metric predicate (`_METRIC_PREDICATES`, today only Pest Control's rework-spike check) — cheap gates (scope, dedup) run BEFORE the predicate itself, so a multi-query metric check never runs on a tick that was always going to be rejected.
`open_program_cycle(key)` is the same enabled+scope+dedup path minus the cron-due check — the seam the CEO's panel "run now" button and the Strategy Engine's `idle` trigger both use (`docs/rag/architecture/company-layer.md`). **Only Printer is wired to the strategy-engine idle trigger** — the design intent to also trigger Coroner off `stranded_blocked` was not built; Coroner is event-only, triggered exclusively by its own three hooks (see below).
Every exploration is a **solo one-shot spawn** — the board dispatcher's `_dispatch_board_program_exploration` (a dict-dispatch table keyed by `task['source']`) routes it to a dedicated one-shot dispatcher (e.g. `_dispatch_pest_control_exploration`) that bypasses the two-reviewer board-review gate (`_handle_board_assigned_task`) entirely — a program cycle has exactly one author, never a PO+HoM pair. Every dispatcher reuses the `_board_dispatched` one-shot tracker + respawn breaker. Every program source is in the dispatchers' skip bucket (`_is_non_dev_dispatch_source`) — a program exploration task is never mistaken for delivery work.
### Coroner's event hooks
Coroner is the one program with `trigger=event` AND a real trigger wired outside the loop (unlike `war_room`, whose event trigger IS also reachable through `open_program_cycle` for a CEO on-demand run — Coroner has no on-demand path, only incidents). Three chokepoints call `CoronerEngine.open_for_incident(task_id, kind=...)` directly:
- `TaskService`'s bounce transition — a task crossing into `needs_revision` for the 3rd+ time (`revision_count >= 3`), `kind="bounced"`.
- `TaskService`'s cancel path — a task cancelled after real work had started, `kind="cancelled"`.
- The orchestrator's budget-block path — a task blocked on a budget breach, `kind="budget"`.
Only one autopsy is open at a time (the same `board_program_cycles` dedup every cron program uses); a second incident firing while one is open waits.
### War Room and Dogfood's release hooks
`WarRoomEngine.open_for_release(...)` and the release-publish path both bypass `_ORIGINATORS` entirely and open a cycle directly, mirroring Coroner's `open_for_incident` shape — War Room's release brief carries the version + curated highlights so posts never invent a feature; a CEO on-demand run (blank brief) instead rides the ordinary `open_program_cycle("war_room")` path. Dogfood similarly has a real `_ORIGINATORS["dogfood"]` binding (unlike Coroner's always-`None` stub) — a walk needs no external incident id, just the next opted-in project in rotation, so both the release-publish hook and a CEO "run now" open a cycle through the ordinary path.
### Rotation for project-scoped programs
Pest Control, Spackle, Mirror, and Dogfood share one round-robin picker, `pick_rotation_target`: among a program's opted-in projects, never-explored beats explored, else the oldest `last_opened_at` wins (read from the programs' own exploration tasks, not the LEARN ledger — a project-scoped program can run its engine's `run_cycle` directly, outside `BoardProgramEngine`, so the ledger alone would be blind to some cycles).
## LEARN
`BoardProgramEngine.record_decision(program_key, item_ref, verdict, reason, exploration_task_id=...)` accrues one CEO approve/reject onto the cycle row's `decisions` jsonb column, incrementing `items_proposed`/`items_approved`/`items_rejected`. `prior_cycle_context(program_key, limit=2)` renders the last two CLOSED cycles ("proposed N, approved N; rejected: item — reason") for injection into the NEXT cycle's exploration prompt — every producer of a per-item decision (`RoadmapService`, `PestControlService`-equivalent per-program services) calls this, so a program stops re-proposing something the CEO already rejected without explanation. This is the one genuinely new pipeline stage the registry introduced; the pre-registry roadmap/spotlight engines had no memory of prior outcomes at all.
## Panel and API
`GET /api/board-programs` and `POST /api/board-programs/{key}/run-now` (`roboco/api/routes/board_programs.py`, CEO-only, `require_ceo_role`) back the Board Programs page (Business section, `board-programs-card.tsx`): each program's live enablement, trigger kind, scope, opted-in project slugs, last-run timestamp, whether a cycle is currently open, and the most recent closed cycle's summary — plus a `Switch` that writes `board_program.{key}.enabled` through the generic feature-flag settings endpoint and a "Run now" button (disabled while a cycle is already open) that calls `open_program_cycle` off-schedule. `run-now` 404s on an unregistered key and 409s when the program is disabled, already has an open cycle, or (a project-scoped program) has no opted-in project — the three collapse into one `None` result with no finer-grained distinction available to the caller.
Per-program held artifacts reuse existing queues where the shape matches — the roadmap review queue, the X post queue (Megaphone/Barfly/War Room/spotlight all land there) — rather than growing a new panel surface per program; reports (Periscope, Sentinel) and process-change items (Coroner) and the playbook curation queue (Librarian) are the only genuinely distinct surfaces.
## Related
- CLAUDE.md's "Board Program registry" entry — the condensed architectural summary.
- `docs/rag/architecture/company-layer.md` — the Strategy Engine's `idle` → Printer trigger.
- `docs/rag/architecture/x-engine.md` — the X held-draft queue every X-bound program (Megaphone/Barfly/War Room/spotlight) materializes into.
- `docs/rag/architecture/review-findings.md` — the findings ledger Pest Control reads.
- `docs/rag/roles/auditor.md` — the playbook curation queue (`approve_playbook`/`reject_playbook`/`archive_playbook`) Coroner and Librarian both feed.
- `docs/rag/roles/product-owner.md` / `docs/rag/roles/head-marketing.md` / `docs/rag/roles/auditor.md` — each role's exact `propose_*` call shape and when it fires.