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* 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>
71 lines
6.1 KiB
Markdown
71 lines
6.1 KiB
Markdown
# Company Layer (Goals, Pitches, Strategy)
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The **company layer** sits above day-to-day delivery: the CEO's charter, the pitch pipeline, and a background strategy watcher. The charter is always available (empty until set); research and provisioning ship default-**on** (but degrade gracefully until configured), while the strategy engine and every Board Program are **opt-in and default-off** — the org runs fine without any of them.
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## The Charter (Company Goals)
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A single, CEO-owned charter is the company's north star. It has four parts:
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| Field | Meaning |
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|-------|---------|
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| `north_star` | The one outcome everything serves |
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| `objectives` | Prioritized goals beneath the north star |
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| `constraints` | Hard limits the company must respect |
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| `operating_policy` | Operating rules (e.g. a monthly budget cap) |
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The charter is a **singleton**, and it is injected — compactly — into **every agent's briefing**, so all work is goal-aware without anyone fetching it.
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- `GET /api/company-goals` — read (any agent)
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- `PUT /api/company-goals` — write (CEO only)
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It is empty until the CEO sets it; an empty charter simply contributes nothing to briefings.
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## Pitches
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A **pitch** is a proposal for new product work. Its lifecycle is small:
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| Status | Meaning |
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|--------|---------|
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| `proposed` | Submitted, awaiting the CEO |
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| `provisioned` | Approved — turned into a product / project(s) |
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| `rejected` | Declined |
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When a pitch is approved and **provisioning is enabled** (`ROBOCO_PROVISIONING_ENABLED` plus a GitHub token and org), it can auto-create the product and its repositories (recorded in `provisioned_product_id` / `provisioned_project_ids`). With provisioning off, approval just records the decision.
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## Strategy Engine
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The Strategy Engine is a **notify-only** background watcher (`ROBOCO_STRATEGY_ENGINE_ENABLED`, default off). Each cycle it `assess()`es the company against its standing goals and emits `StrategyObservation`s — each a `kind`, a `summary`, and a `detail` — for example `idle` (capacity sitting unused) or `stranded_blocked` (work stuck in `blocked`). Mostly it only **observes and surfaces**, but `idle` is now also a Board Program trigger: `run_cycle` calls `BoardProgramEngine.open_program_cycle("roadmap")` (enabled + dedup checked there, so a still-open cycle is a harmless no-op) and folds the outcome into the CEO notification instead of only describing the drift. `stranded_blocked` stays notify-only — Coroner is triggered by its own dedicated event hooks (a bounce past `revision_count>=3`, a cancel-after-work-started, or a budget block; see `docs/rag/architecture/board-programs.md`), not by this engine.
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Those observations are the "needs your attention" signals shown on the Dashboard, served by `GET /api/cockpit/signals`.
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## Board Program Registry (Printer and thirteen siblings)
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The **roadmap engine** described here is now `roadmap` ("Printer") — one entry in a fourteen-program registry (`roboco/foundation/policy/board_programs.py`) that also covers Pest Control, Spackle, Scales, Dogfood (Product Owner), Periscope, Megaphone, Mirror, Barfly, War Room, x_feature spotlight (Head of Marketing), and Coroner, Librarian, Sentinel (Auditor). See `docs/rag/architecture/board-programs.md` for the full catalog and each program's exact verb call shape; this section keeps Printer's own mechanics as the worked example, since every cron/metric program follows the identical shape.
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Printer is a weekly counterpart to the pitch pipeline: instead of a one-off product proposal, the Product Owner explores the company's projects, charter, recent releases, and metrics, then proposes one themed **cycle** of 3-7 roadmap item drafts.
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Mechanically it mirrors the release manager's "detect → originate a CEO-gated artifact → hold" shape:
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1. Weekly (or off-schedule — see the Strategy Engine's `idle` trigger below), `BoardProgramEngine` opens ONE held, PENDING exploration task assigned to the Product Owner (`source=board_roadmap`, `confirmed_by_human=False`) via `RoadmapEngine.run_cycle()` — only when no cycle is already open (`board_program_cycles` dedup ledger).
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2. The board dispatcher one-shot-spawns the Product Owner for it, who explores and calls `propose_roadmap(cycle_goal, items)` **exactly once**, persisting the goal + item drafts as a marker on the task (no dedicated table).
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3. The CEO reviews the authored cycle in the roadmap queue and approves or rejects each item **individually** (`GET /api/roadmap/cycles`, `POST /api/roadmap/cycles/{task_id}/items/{item_id}/{approve,reject}`, CEO-only).
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4. An approved item materializes as a real BACKLOG task (`source=roadmap`) via the same `create_task_from_draft` path pitches use — nothing here auto-starts it; normal PM activation takes it from there. The exploration task itself completes once every item is terminal (approved or rejected).
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5. The CEO's per-item decisions accrue onto the cycle's LEARN ledger row (`board_program_cycles.decisions`) and feed forward into the NEXT roadmap-exploration prompt ("last cycle you proposed X, the CEO rejected it because Y") — Printer is no longer amnesiac.
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Like every Board Program, it never authors work outside this held/approved chain, and it never starts anything itself.
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## The Secretary
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The CEO's chief-of-staff reads this layer (`read_company_state` returns the charter, task counts, pending pitches, and any directives awaiting confirmation) and acts on it via gated directives. See `docs/rag/roles/secretary.md`.
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## Feature Toggles
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| Env | Default | Enables |
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|-----|---------|---------|
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| `ROBOCO_RESEARCH_ENABLED` | **on** | Board / PM web research |
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| `ROBOCO_STRATEGY_ENGINE_ENABLED` | off | The strategy watcher loop |
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| `ROBOCO_PROVISIONING_ENABLED` | on (inert without a token/org) | Pitch → auto-provisioned repos |
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| `ROBOCO_ROADMAP_ENGINE_ENABLED` | off | Legacy alias arming Printer only — every other Board Program is settings-store-only, no env flag (see `docs/rag/architecture/board-programs.md`) |
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With every toggle off, the company layer is just the charter plus the pitch record — research and provisioning ship on by default but degrade gracefully (no key/token configured) rather than doing anything until set up.
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