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roboco/docs/rag/workflows/task-planning.md
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Renn F 568ae7a25d docs(rag): add prompter/secretary role docs + refresh guardrails surface
The agents' runtime KB had drifted three releases behind the gateway. Add the
two missing role docs (prompter, secretary — both live-session SDK chat roles,
human-only) and fold the AC/decomposition guardrails and per-dev code queues
into the high-traffic PM docs:

- task-model: acceptance_criteria_ids + parent_ac_refs fields and how the
  child->parent AC link works.
- task-planning: covers_parent_criteria on delegate, the parent_ac_coverage /
  unclaimed_parent_acs briefing fields, the decomposition-floor and roll-up
  gates (safe-by-construction), and per-dev sequenced code queues.
- task-tools: same coverage note + correct stale verbs — QA is
  pass_review/fail_review (not pass/fail), cell_pm gains reassign, and main_pm
  no longer claims submit_up/reassign it does not have.
2026-06-16 09:11:27 +02:00

4.1 KiB

Task Planning Workflow

Overview

Planning is a PM activity. When a PM (Cell PM or Main PM) picks up a coordination or parent task, they record a plan with i_will_plan and then fan the work out into subtasks with delegate.

triage / give_me_work → i_will_plan → delegate (one per subtask) → i_am_idle

Developers do not have a separate planning verb — they pass a short plan argument directly to i_will_work_on(task_id, plan="...") when they claim a coding task.

Submitting a Plan (PM)

i_will_plan(
    task_id="<task>",
    plan="One-paragraph summary of how this work will be broken down",
    approach="High-level implementation strategy",
    sub_tasks=[
        "UX/UI: design the settings panel",
        "Frontend: wire the panel to the API",
        "Backend: add the settings endpoint",
    ],
    technical_considerations=["Reuse the existing config service"],
    risks=["Frontend depends on the UX design landing first"],
    open_questions=["Confirm the default toggle state with the CEO"],
)

After i_will_plan, the envelope's next field points you at delegate — create one subtask per unit of work:

delegate(
    parent_task_id="<task>",
    title="Add the settings endpoint",
    description="...",
    assigned_to="be-dev-1",
    team="backend",
    task_type="code",
    nature="feature",
    estimated_complexity="medium",
    acceptance_criteria=["Endpoint returns 200 with the saved settings"],
    covers_parent_criteria=["<parent-ac-id>"],
)

Acceptance-Criteria Coverage

When you decompose a parent task, declare which parent criteria each subtask is responsible for with covers_parent_criteria (a list of the parent's acceptance_criteria_ids). This is what lets the org prove a decomposition covers the parent's full intent — and it drives two gates and your coverage briefing.

After i_will_plan and after each delegate, your envelope carries a coverage view of the parent so you can see what is still unmapped:

  • parent_ac_coverage — one entry per parent criterion: its id, text, whether a live subtask claimed it, and whether a completed subtask verified it.
  • unclaimed_parent_acs — the parent criterion ids that no live subtask covers yet. Keep delegating until this is empty.

Two gates build on the coverage link:

  • Decomposition floor — you cannot go i_am_idle on a parent while a criterion is still unclaimed. Delegate (or reassign) subtasks until every criterion is covered.
  • Roll-up gate — a parent cannot complete, submit_up, or escalate_to_ceo unless every criterion traces to a child that passed QA on it.

Both gates are safe-by-construction: they stay inert until you start declaring covers_parent_criteria, so a decomposition that never declares coverage is never blocked. Declaring coverage is how you opt your parent into the guarantee.

Delegating Code Work: Per-Dev Queues

For code subtasks, delegate each developer their full queue up front rather than one task at a time. Both of a cell's developers build in parallel, and each works its own queue one task at a time, in order:

  • A per-lane dispatch barrier holds a developer's later subtasks until their current one is in flight — so each dev's lane stays sequenced while the two devs run concurrently.
  • Leaf PRs are still merged into the shared cell branch in sequence, not in parallel.
  • Order the queue by dependency: the subtask others build on goes first.

Caps still apply: at most 12 subtasks per parent, and same-title duplicate subtasks are rejected.

Git Workflow

All code tasks follow the git workflow:

  • Branches are auto-created when a developer claims the task via i_will_work_on — no manual branch creation
  • Root tasks: branch created from the default branch (main/master)
  • Subtasks: branch forked from the parent's branch

Coordination/parent tasks that only plan and delegate (no code) do not need a branch of their own.

Hierarchical branch naming uses -- between task IDs to avoid git ref conflicts: feature/{team}/{ROOT}--{SUB}--{SUBSUB}.