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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

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Markdown

# 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)
```python
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:
```python
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}`.