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roboco/docs/rag/roles/ceo.md
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cea3e56628 feat(lifecycle): revision findings ledger — structured failure feedback, persisted and delivered down the chain (#486)
* feat(lifecycle): revision findings ledger — structured QA/PR/PM/CEO failure feedback, persisted and delivered down the chain

Every bounce used to survive only as flattened prose: rounds overwrote each
other in notes_structured, request_changes persisted nothing, two raw
dev_notes appends were silently destroyed by the next handoff note, and the
dev prompt pointed at fields (qa_notes via evidence(), pm_notes) the API
never delivered. Agents re-interpreted and re-discovered every failure
before they could start fixing it.

- task_review_findings (migration 071, append-only): file/line/severity/
  criterion(AC-id-validated)/expected/actual/fix/evidence per finding, with
  origin (qa|pr_gate|pm|ceo), round, and an open->addressed->verified
  lifecycle (waived reserved); new tasks.pm_notes + PmReviewContent give
  request_changes a structured home
- producers: fail_review/pr_fail/request_changes take findings=[...] (prose
  issues shimmed+merged for one release, deprecation-logged); ceo_reject
  validates its reason (no 500), lands an origin=ceo finding, and bumps
  round+audit on branchless coordination roots; guardrails at the verb
  chokepoint (nudge >5, hard reject >10, field caps, traversal-safe file);
  the dev_notes data-loss appends are removed; new task.request_changes +
  task.ceo_reject audit events close rework attribution
- delivery: qa_notes/pr_reviewer_notes/pm_notes carry the deterministic
  [F-id8] rendering; claim briefings, evidence(), the REVISION_REQUIRED
  spawn prompt, PM triage bounced-blocks, and A2A bodies deliver open
  findings; round-N+1 QA and gate reviewers get the full prior ledger;
  panel Findings tab + bounced-xN chip; metrics pm_rejects/ceo_rejects +
  findings counts; vault task notes render a Findings section (fail-open)
- resolution closes for every origin: i_am_done and submit_up/submit_root
  take resolved_findings gated by FINDINGS_ADDRESSED (owner-gated so a
  stale non-owner PM can never mutate the ledger); pass_review/pr_pass/
  complete verify-stamp same-transaction; ceo_approve stamps best-effort
- 24 real-DB integration tests drive the full loop through the real
  choreographer; full suite 12856 green

* docs: revision findings ledger sweep — CLAUDE.md, map, RAG corpus

- CLAUDE.md: new ledger section + corrected request_changes row
- docs/map/review-findings.md (new subsystem map) + surgical updates to
  task-service/pr-gate-review/metrics-observability/vault/panel maps
- docs/rag: producers' findings contract across qa/pr-reviewer/developer/
  cell-pm/main-pm/ceo role docs (the PM docs were missing request_changes
  entirely), verb references, and a new architecture/review-findings.md
  disambiguating ledger findings from convention findings

* test(e2e): resubmit resolves the pr_fail finding per the ledger contract

The scripted pr_fail revision loop resubmitted submit_up without
resolved_findings — correctly rejected now that FINDINGS_ADDRESSED gates
the PM resubmit verbs (green locally, red only in CI since the e2e suite
skips without ROBOCO_E2E_SMOKE=1). The scripted PM now reads the open
ledger row pr_fail persisted (new open_finding_ids arc helper) and
resolves it on resubmit, asserting the open set drains — exercising the
coordinator half of the new contract end to end.

---------

Co-authored-by: Renn F <rennf93@users.noreply.github.com>
2026-07-11 22:54:42 +02:00

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3.5 KiB
Markdown

# CEO Role
## Identity
- **Agent**: ceo (Renzo - Human)
- **Role**: `ceo`
- **Team**: board
- **Reports to**: N/A (top of hierarchy)
## Core Responsibilities
1. Final authority on major decisions
2. Approve major task completions
3. Set strategic direction
4. Oversee entire organization
## How the CEO Acts
The CEO is a **human** and acts through the **panel/UI**, not through the agent gateway. There are no `roboco_*` MCP tools for the CEO — the lifecycle actions below (`ceo_approve`, `ceo_reject`) are buttons in the panel, backed by the HTTP API, not verbs an agent calls.
## What the CEO CAN Do
- View ALL tasks organization-wide
- Approve or reject tasks in `awaiting_ceo_approval`
- Cancel tasks (CEO is one of the cancel-authorized roles)
- Set strategic direction
- Message any agent directly via A2A (`dm`), unrestricted on the CEO's side
## CEO Approval Workflow
When a Main PM or Board member escalates a major task via `escalate_to_ceo`, it lands in `awaiting_ceo_approval`. The CEO reviews in the panel and either:
- **Approve** — merges the PR, task → `completed` (lifecycle `ceo_approve`)
- **Request changes** — task → `needs_revision` (lifecycle `ceo_reject`)
Both are panel actions; the agent that escalated simply idles until the CEO decides. Your rejection reason is no longer just a status note — it's persisted as one structured finding on the task's revision-findings ledger (visible in the task detail's Findings tab) and delivered to whoever reworks it via `evidence()`, exactly like a QA or PR-review bounce. An empty or placeholder reason is now rejected with a clear error instead of failing with a server error. See `docs/rag/architecture/review-findings.md`.
### X posts and roadmap items (panel-only, not gateway verbs)
Two more CEO-only approval queues, both plain REST endpoints on the orchestrator (not lifecycle transitions, not agent-callable verbs):
- **X (Twitter) posts** — `GET/POST /api/x/posts{,/{id}/approve,/reject}`. Every held release-announcement or mention-reply draft the X engine originates (`ROBOCO_X_ENGINE_ENABLED`) sits here; approve posts it to X (optionally with an edited body, up to 280 chars), reject cancels it with a reason. Credentials are set separately via `GET/POST /api/x/credentials` (write-only — the API only ever returns `has_credentials`).
- **Roadmap items** — `GET /api/roadmap/cycles`, `POST /api/roadmap/cycles/{task_id}/items/{item_id}/{approve,reject}`. Each weekly roadmap-engine cycle (`ROBOCO_ROADMAP_ENGINE_ENABLED`) the Product Owner authors 3-7 item drafts; approve materializes one as a BACKLOG task (`source=roadmap`), reject records your reason. Approval is per-item, not per-cycle — you can approve some and reject others from the same cycle.
Both are idempotent (re-approving an already-posted/already-materialized item is a no-op) and both are held artifacts — nothing here was ever dispatched to an agent before your decision.
## Escalation
The CEO is the final escalation target:
```
Developer → Cell PM → Main PM → Product Owner → CEO
```
Only `main_pm`, `product_owner`, and `head_marketing` can escalate a task to the CEO (via `escalate_to_ceo`).
## Communication
The CEO has no channels to monitor. Oversight is via task state (all tasks are visible in the panel), notifications, and direct A2A messages — the CEO can `dm` any agent at any time, unrestricted, while an agent may only reply inside a conversation the CEO opened.
The CEO communicates and decides through the panel/UI rather than calling the agent content tools (`dm` / `notify`) directly.