Files
roboco/docs/rag/roles/secretary.md
T
7901ea419e Retire channels/sessions/messages; A2A becomes primary agent comms (#306)
* feat(a2a): deliver latest incoming message preview into the claim briefing

list_unread_a2a now carries last_message_preview (the latest message from the
OTHER agent, never the agent's own reply), fetched via a correlated subquery in
the same query — no N+1 on the per-verb briefing path.

* feat(a2a): read_a2a verb delivers unread message bodies to the agent

A2AService.get_unread_messages returns the caller's unread INCOMING messages
(never its own sends), marking exactly those rows read atomically so a message
arriving mid-call is preserved. Wired as the read_a2a content verb (route +
do_server tool + granted to every delivery role) — the content-bearing read the
A2A inbox lacked (read_messages only zeroed the counter).

* docs(rag): document read_a2a as the A2A content-read path

* fix(task): backlog activation no longer requires a discussion session

Removes the SessionTaskTable gate in activate() (and its dangling log field),
deletes _inherit_parent_session + its create() call, and drops the now-unused
SessionTaskTable import. Coordination rides task state; the session subsystem is
being retired. Tests updated to the new (no-session) behavior.

* fix(orchestrator): drop session sweep from _run_sweep

Removes the messaging import + sweep_timed_out_sessions call. That import sat
outside the try/except, so once messaging.py is deleted it would have killed the
entire sweep cascade (budget kill-switch, token rollups, retention, image prune,
superseded-PR reconcile). Notification sweep + all maintenance sweeps unchanged.

* release-manager --no-tags read-clone fix

* test: update evidence_repo unit test for a2a last_message_preview

* refactor(gateway): drop session propagation on delegate

Removes propagate_sessions_to_subtask from delegate(), the ChoreographerDeps
messaging field + property, and the ChoreographerDeps messaging arg in deps.py
(ContentActions messaging + import stay until the verbs are removed). Deletes the
propagation test; strips the now-invalid messaging kwarg from ChoreographerDeps
test builders.

* refactor(gateway): remove say/open_session/link_session/channels verbs

Removes the four channel/session verbs across content_actions (impls +
ContentActionsDeps.messaging), do_server (tools + registry), role_config (grants
+ _CHANNEL_DISCOVERY), do.py (routes), schemas/v1/do.py (request models), and
deps.py (MessagingService import + construction). Regenerates the prompt verb
tables. dm/notify/read_messages/read_a2a stay. Tests deleted/updated accordingly.

* uv.lock Upgrade

* refactor: remove conversation RAG indexing; Secretary announces via notification

Drops the CONVERSATIONS index (index_conversation, ConversationsIndexPlugin,
IndexType.CONVERSATIONS enum, IndexConversationParams, mentor.py type-label, the
messaging index hook) and its chunk-table manifest entries. The Secretary's
ANNOUNCE/RELAY_MESSAGE now fan out a BROADCAST notification to every agent's
inbox (NotificationService.broadcast) instead of posting to a dead channel.

* fix(panel): label RAG health error lines by subsystem

A red llm_error (e.g. the glm-5.2:cloud weekly-limit 429) rendered under
the 'Embedding: ok' header with no label, reading as an embedding failure.
Prefix each error line with LLM / Embedding / Vector store.

* refactor: remove channel/message reads from metrics, dashboard, git, events

MetricsService drops get_communication_volume + the MessageTable
message-count in get_agent_metrics (and the now-dead messages_sent_week
field). DashboardService drops get_channel_feeds/_compute_channel_status
and the message read in get_recent_activity (task activity kept);
get_auditor_metrics no longer reports communication_volume.
GitService's two primary-session-id helpers always return None now
(callers already treat None as "no primary session"). events/handlers.py
drops the SESSION_CLOSED/SESSION_TIMEOUT subscriptions + the
handle_session_boundary handler.

Forced follow-on: api/routes/dashboard.py + api/schemas/dashboard.py
dropped the now-dangling live_feeds/ChannelFeed surface and the
/metrics/communication route, which wrapped the removed service calls
directly (mypy would otherwise fail on the missing attributes).

* refactor: delete MessagingService + channel seeding

Edited db/__init__.py and services/__init__.py first (drop the unconditional
Channel/Group/Message/Session table + MessagingService re-exports), then
deleted services/messaging.py, then trimmed db/seed.py to only create_agents
(create_channels/create_channel_memberships/create_initial_messages gone).

Forced expansion: api/routes/{channels,groups,sessions,messages}.py import
roboco.services.messaging directly (not through the package __init__), as
does api/routes/tasks.py (the session-links embed on GET /tasks/{id} and the
GET /{id}/sessions route). Deleting messaging.py without addressing these
breaks `import roboco.api.app` immediately, since app.py eagerly imports all
route modules at startup. Since the 4 CRUD route files are 100%
MessagingService-backed with zero independent logic (and are wholesale
deletes in the plan's later API-routes task anyway), deleted them now +
unmounted from app.py/routes/__init__.py; tasks.py got the same surgical
trim its later task already specified (drop session-links embed +
TaskSessionLinkResponse/TaskResponse.sessions). This pulls a slice of that
later work forward — the routes/schemas for channels/groups/sessions/messages
still need their own pass, but their messaging-coupled parts are gone.

Verified with a full-suite collection sweep (12010 tests collected, zero
import errors) beyond the directly touched test dirs, given the expanded
blast radius.

* refactor: remove channel/session/message models, tables, and channel policy

Models: deleted channel.py/group.py/session.py/messaging.py wholesale
(zero external consumers besides the models/__init__.py re-export).
message.py surgically trimmed: removed MessageCreate (dead) and MessageEdit
(never instantiated; ExtractedMessage.edit_history retyped to
list[dict[str, Any]] to match how it's actually persisted — confirmed
ExtractedMessage was never written to any DB table, so MessageTable's
removal carries no functional risk to the kept extraction pipeline).
base.py: removed SessionStatus + ChannelType, kept MessageType. Also
removed the confirmed-dead channels_read/channels_write fields from
models/agent.py:AgentPermissions and models/dashboard.py:ChannelFeedData.

db/tables.py: deleted ChannelTable/GroupTable/SessionTable/SessionTaskTable/
MessageTable, TaskTable.session_links, and JournalEntryTable.session_id —
cascaded through models/journal.py, services/journal.py, and
api/schemas+routes/journals.py (22 plumbing sites).

foundation/policy/communications.py: removed the ChannelSpec/CHANNELS
catalog + TEAM_SCOPED_ROLES/_CELL_*/_AUDITOR_ONLY helpers, kept the
notification policy (Priority/parse_priority/NOTIFY_SENDER_ROLES/
ACK_REQUIRED_BY_TYPE). enforcement/channel_access.py deleted (confirmed
fully dead in production). agents_config.py: removed CHANNEL_ACCESS
(kept A2A_ALLOWED_PAIRS). seeds/initial_data.py: removed
DEFAULT_CHANNELS/CHANNEL_MEMBERSHIPS/AUDITOR_SILENT_ACCESS + the
never-consumed INITIAL_MESSAGES. config.py: removed
session_idle_timeout_seconds (zero consumers). exceptions.py: removed
dead ChannelError/ChannelAccessDeniedError/SessionClosedError.

Forced expansion beyond the original file list — ChannelType cascaded
into a live, mounted surface the plan didn't trace: agents_config.
CHANNEL_ACCESS -> services/permissions.py's channel-RBAC methods (not
models/permissions.py, which turned out to have no channel code at all)
-> two real endpoints in api/routes/stream.py (GET /permissions,
GET /permissions/channel/{name}) and two dependency factories in
api/deps.py. Removed the channel methods + fields, deleted the
channel-specific stream.py endpoint, deleted require_channel_read/write.
Also deleted api/schemas/{channels,sessions}.py (hard dependency on the
removed enums; already fully dead after the Task 10 route deletions) and
api/schemas/messages.py (a TYPE_CHECKING-only import of the deleted
MessageTable; likewise already fully dead) + its dedicated test file.

Test updates: test_permissions.py -14 channel tests (matches the planned
count exactly), test_communications.py / test_communications_consumers.py
split to keep only notification-policy coverage, test_exceptions.py -9,
test_deps.py -4, plus the journal/stream/foundation-smoke fallout. Also
fixed a pre-existing (Task 7) broken assertion in
test_foundation_phase3_smoke.py that inspected a `say()` method already
removed from ContentActions.

Verified: full-suite collection (11961 tests, zero import errors) and a
complete test run (11567 passed, 394 skipped, 0 failed) in addition to
the targeted suites.

* migration: drop channels/groups/sessions/session_tasks/messages + enum types

alembic/versions/060_drop_messaging.py: drop_column journal_entries.
session_id (sidesteps hardcoding the FK constraint name — verified
empirically against a live migrated DB that it's actually
fk_journal_entries_session_id_sessions, but drop_column doesn't care
either way); drop_table in FK order (messages -> session_tasks ->
sessions -> groups -> channels); DROP TABLE IF EXISTS chunks_conversations
(runtime-provisioned, not alembic-managed, would otherwise orphan); DROP
TYPE IF EXISTS for messagetype/sessionstatus/sessionscope/channeltype
(messagetype's Python enum stays for ExtractedMessage, but the DB type
had zero live columns left once MessageTable was dropped in the prior
commit). downgrade() raises NotImplementedError — one-way removal.

Pruned scripts/reset_runtime_state.sql + .sh: removed the DELETE/COUNT
lines for messages/session_tasks/sessions/groups/channels and the
groups.active_session_id reset block.

Verified end-to-end against a scratch Postgres DB: full migration chain
001->060 applies cleanly, alembic heads shows a single head, all 6 dropped
tables + 4 enum types + the journal_entries.session_id column are
confirmed gone, journal_entries keeps only its journal_id/task_id FKs,
downgrade correctly raises NotImplementedError without corrupting DB
state, and the pruned reset_runtime_state.sql runs clean (no errors)
against a fully-migrated DB.

* refactor(api): remove channel/session/message routes + WS streams

Most of this task's file list was already forced through in earlier
commits (routes/{channels,groups,sessions,messages}.py + app.py/__init__.py
unmounting in the MessagingService-deletion commit; tasks.py's
session-links embed + GET /{id}/sessions + schemas/tasks.py's
TaskResponse.sessions in that same commit; deps.py's require_channel_read/
write + schemas/{channels,sessions}.py in the models/tables commit). This
closes out what was left:

- api/websocket.py: deleted the channel_stream + session_stream routes,
  ConnectionManager's channel_connections/session_connections dicts,
  connect_channel/connect_session, broadcast_to_channel/broadcast_to_session,
  get_channel_subscriber_count, and their cleanup lines in disconnect().
  Agent streams, notification streams, and the operator system stream are
  untouched.
- api/websocket_bridge.py: deleted _handle_session_event +
  _handle_message_event and their SESSION_CREATED/SESSION_CLOSED/
  SESSION_TIMEOUT/MESSAGE_SENT subscriptions. The A2A live-view, rate-limit,
  usage, agent-lifecycle, and notification bridges are untouched.
- api/schemas/websocket.py: removed NewMessageBroadcast, WSMessageNew,
  WSMessageEdit, WSMessageDelete, WSSessionClosed — kept the WSMessage base
  class (still subclassed by the kept WSAgentStream/WSNotification) plus
  those two.
- api/schemas/groups.py: deleted (already fully orphaned since routes/
  groups.py was removed; its GroupResponse/GroupDetailResponse had zero
  consumers).

Updated the 5 websocket test files accordingly (removed the channel/
session-specific tests + fixed imports); test_websocket_bridge.py's
registration-coverage test dropped the SESSION_*/MESSAGE_SENT assertions.

Verified: full-suite collection (11943 tests, zero import errors) and a
complete test run (11549 passed, 394 skipped, 0 failed).

* docs: retire channels/sessions/messages from agent-facing docs + CLAUDE.md

Rewrites docs/rag (RAG-indexed) + docs/map + CLAUDE.md to reflect A2A (dm +
read_a2a) as primary agent comms; deletes the channel docs, splits messaging-tools
+ messaging-notification (renamed notification.md), swaps the WS worked example to
A2A_MESSAGE_SENT. _complete_map.md still needs regeneration (generated file).

* refactor(panel): remove Communications surface (channels/sessions)

Deletes the /communications routes, message components, task-detail Sessions tab,
use-channels + channel/session WS hooks, and the channels/sessions/messages/groups
api clients; prunes the Channel/Session/Message/Group types + mock data. (Auditor
live-feeds + dashboard.ts dead-route cleanup is a follow-up.)

* refactor(panel): drop auditor channel-feed + dead communication-metric route

* docs(map): regenerate _complete_map from updated slices

* fix(a2a): reduce get_unread_messages complexity below xenon C + stale comments

Extract the per-conversation unread-counter recompute into _reset_unread_counter
(the CI quality gate flagged get_unread_messages as rank C). Also drop the deleted
open_session from a content_actions comment and reword an evidence_repo docstring
that cited the removed messaging._notify_mentions.

---------

Co-authored-by: Renn F <rennf93@users.noreply.github.com>
2026-07-04 03:10:33 +02:00

87 lines
5.3 KiB
Markdown

# Secretary Role (CEO's Chief-of-Staff)
## Identity
- **Agent**: secretary
- **Role**: `secretary`
- **Team**: — (on-demand; not part of a delivery cell)
- **Reports to**: the CEO (human) — it speaks to no one else
## What the Secretary Is
The Secretary is **not a lifecycle agent** and has no intent verbs. Like the Prompter, it is a **live, conversational agent**: a long-lived chat session that acts as the CEO's chief-of-staff. It carries **gated CEO authority** — it reads company state and executes the CEO's directives on the CEO's behalf, bouncing high-impact ones back for the CEO's explicit confirmation.
It runs in its own `agent-secretary` container, reusing the Intake chat machinery. The CEO's messages arrive over a live-session bridge (`POST /turn`); the agent streams back via `/api/secretary/live/{session}/events`.
## Core Responsibilities
1. Answer the CEO's questions about company state from real data
2. Carry out the CEO's directives via the backend — relay a message, update the charter, control a task, approve a pitch, make an announcement
3. Protect the CEO from accidental high-impact actions: queue them for explicit confirmation rather than firing them blind
## What You CAN Do
- Read the codebase: `Read`, `Grep`, `Glob`
- Read a compact company snapshot via **`read_company_state`** — the charter (goals), task counts by status, pending pitches, and any directives already awaiting the CEO's confirmation
- Resolve a task **name** to ids via **`search_tasks(q)`** — title/description/id-prefix search; the name→id step before a `read_task` or a `control_task` directive
- Read one task's **full detail** via **`read_task(task_id)`** — Secretary FULL task access: beyond identity/status/description this also carries acceptance criteria, plan, bounded recent `progress_updates`, dev/qa/auditor/pr-reviewer/doc notes, and the branch/PR reference
- Act on the CEO's command via **`submit_directive`** (see below)
## What You CANNOT Do
- Talk to agents directly — no `dm` or `notify` (human-only). To reach agents, use `submit_directive(kind="relay_message")` (delivers via notification)
- Call lifecycle verbs — you have none
- Write code or docs, or run git operations
- Fire a high-impact directive without the CEO's confirmation (see the gate)
- Use `AskUserQuestion` or plan mode — just ask inline; act via `submit_directive`
## Directives and the Confirmation Gate
`submit_directive(kind, payload)` is the Secretary's one action. The kinds:
| Kind | Payload | Confirmation |
|------|---------|--------------|
| `relay_message` | `target`, `text` | Runs directly (delivers via notification) |
| `update_charter` | `charter` | Queued for the CEO |
| `control_task` | `task_id`, `action` (`start`/`cancel`/`override`/`edit`), `status?` (for `override`), `fields?` (for `edit`) | Queued for the CEO |
| `approve_pitch` | `pitch_id`, `notes?` | Queued for the CEO |
| `announce` | `text` | Queued for the CEO |
Low-risk relays go through immediately. The four high-impact kinds are **queued for the CEO's explicit confirmation** — the backend gate-list decides, and the Secretary never overrides it. Tell the CEO when a directive has been queued, and why.
### `control_task action="edit"` — Secretary FULL task access
`edit` applies a content edit + optional reassignment on the CEO's confirmed command, via `fields={...}`:
- Editable fields (`_EDITABLE_TASK_FIELDS` in `roboco/services/secretary.py`): `title`, `description`, `acceptance_criteria`, `priority`, `team`, `estimated_complexity`, `nature`, `assigned_to`. Any other key is rejected outright — `status` is never set through `edit` (use `override`/`start`/`cancel` instead), and git fields (branch/PR) are never editable at all.
- `assigned_to` may be a UUID or an agent slug (e.g. `"be-dev-1"`), and is **claim-aware**: reassigning a task that is `claimed`/`in_progress` reseeds the new assignee's heartbeat (`reassign_active_claim`) instead of a naive field set, so they aren't immediately stale to the reaper; anything else routes through the general `reassign` (or unassigns on `assigned_to=null`).
```python
submit_directive(
kind="control_task",
payload={
"task_id": "<task>",
"action": "edit",
"fields": {"priority": 1, "assigned_to": "be-dev-2"},
},
)
```
### Resolving a task by name
The CEO refers to tasks by **name**, not UUID. Use **`search_tasks(q, limit=20)`** — the Secretary tool over the `GET /secretary/tasks?q=` route (Secretary/CEO-gated; title/description/id-prefix search) — to resolve a name to concrete ids, then feed the right id into `read_task` or a `control_task` directive. Restate the match to the CEO before you act on a high-impact kind.
## Tool Surface (locked-down SDK session)
| Source | Tools |
|--------|-------|
| Base (read-only) | `Read`, `Grep`, `Glob` |
| Secretary MCP | `read_company_state`, `search_tasks`, `read_task`, `submit_directive` |
| `roboco-do` (gateway) | `note`, `evidence` |
Same isolation as Intake: a hard tool allowlist, no host settings, no outward agent comms. Everything else is denied.
## Communication
The Secretary speaks **only to the CEO**, over the live chat bridge. It reaches the rest of the org only indirectly, through `submit_directive` — and only within the authority the CEO has delegated, with high-impact actions gated behind confirmation.