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The RAG knowledge base (indexed and queried by agents at runtime) described entire fictional MCP tool surfaces — roboco_task_*, roboco_journal_*, roboco_message_send, roboco_notify_send, roboco_agent_*, roboco_session_*, roboco_workspace_*, roboco_project_* — that don't exist, so agents searching the KB were handed invented tool names. Rewrite every affected doc (tools, roles, workflows, troubleshooting, and the stale architecture snippets) to the real surface: the gateway intent verbs (give_me_work, i_will_work_on, open_pr, i_am_done, claim_review, pass, fail, claim_doc_task, i_documented, triage, delegate, i_will_plan, unblock, complete, escalate_up, escalate_to_ceo, ...) and content tools (commit, note(scope=...), say, dm, evidence, notify*, open_session, channels). Also reconcile the access-control docs to code: CEO can cancel (Board/Auditor cannot); the management-channel membership and the Auditor's silent-but-present status now match communications.py.
65 lines
2.0 KiB
Markdown
65 lines
2.0 KiB
Markdown
# Task Planning Workflow
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## Overview
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Planning is a **PM activity**. When a PM (Cell PM or Main PM) picks up a
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coordination or parent task, they record a plan with `i_will_plan` and
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then fan the work out into subtasks with `delegate`.
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```
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triage / give_me_work → i_will_plan → delegate (one per subtask) → i_am_idle
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```
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Developers do not have a separate planning verb — they pass a short
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`plan` argument directly to `i_will_work_on(task_id, plan="...")` when
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they claim a coding task.
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## Submitting a Plan (PM)
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```python
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i_will_plan(
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task_id="<task>",
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plan="One-paragraph summary of how this work will be broken down",
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approach="High-level implementation strategy",
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sub_tasks=[
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"UX/UI: design the settings panel",
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"Frontend: wire the panel to the API",
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"Backend: add the settings endpoint",
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],
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technical_considerations=["Reuse the existing config service"],
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risks=["Frontend depends on the UX design landing first"],
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open_questions=["Confirm the default toggle state with the CEO"],
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)
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```
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After `i_will_plan`, the envelope's `next` field points you at
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`delegate` — create one subtask per unit of work:
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```python
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delegate(
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parent_task_id="<task>",
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title="Add the settings endpoint",
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description="...",
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assigned_to="be-dev-1",
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team="backend",
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task_type="code",
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nature="feature",
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estimated_complexity="medium",
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acceptance_criteria=["Endpoint returns 200 with the saved settings"],
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)
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```
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## Git Workflow
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All code tasks follow the git workflow:
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- **Branches are auto-created when a developer claims the task** via
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`i_will_work_on` — no manual branch creation
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- Root tasks: branch created from the default branch (main/master)
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- Subtasks: branch forked from the parent's branch
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Coordination/parent tasks that only plan and delegate (no code) do not
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need a branch of their own.
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Hierarchical branch naming uses `--` between task IDs to avoid git ref
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conflicts: `feature/{team}/{ROOT}--{SUB}--{SUBSUB}`.
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