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roboco/docs/how-to/02-it-starts-with-you.md
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889f3689e7 MegaTask (#248)
* feat(batch): batch_id + collision descriptor columns

Sequenced batch intake ("Mega task") foundation: tasks.batch_id (indexed)
groups a batch of top-level tasks created together; intends_to_touch (text[]),
adds_migration and touches_shared (bool, NOT NULL default false) are the
per-task collision surface the SequencingService will read to wire dependency
waves. Mirrored on the Task model + TaskCreateRequest and wired through
TaskService.create. Migration 046 (real upgrade->downgrade->upgrade verified
vs a throwaway pgvector PG); a non-batch task declares no surface (defaults).

Task 1 of the 0.11.0 sequenced-batch-intake plan.

* feat(batch): flag + draft collision descriptors

Default-off ROBOCO_BATCH_INTAKE_ENABLED (config + FEATURE_FLAGS + panel card);
the propose_draft tool doc + the TS DraftProposal gain the per-task collision
surface intends_to_touch / adds_migration / touches_shared. The draft is a loose
dict so the descriptors ride it through the relay intact (test asserts the
forwarded payload); the analyzer (Task 3) reads them to wire dependency waves.

Task 2 of the 0.11.0 sequenced-batch-intake plan.

* feat(batch): deterministic collision-sequencing analyzer

SequencingService.analyze turns a batch's per-task collision surfaces into a
dependency DAG + execution waves — correctness in CODE, not agent judgment.
Rules in order: file overlap serializes (more-important first), migrations form
a serial chain (no concurrent Alembic heads), touches_shared runs last, cell
contention warns (never serializes); then dedupe, existence + cycle check, and
Kahn topological layering. Pure (no DB/services); SequencingError on a cycle or
out-of-range edge.

Golden test reproduces the CEO's hand-sequenced 4 waves of the 11-item
guard-core-app batch (the effort that deadlocked the Main PM): S6 alone last,
the R1/R3/R4 migration chain, R2/R3/S8 serialized on the shared threat service,
S1/S2/S7 in one parallel wave.

Task 3 of the 0.11.0 sequenced-batch-intake plan.

* chore(batch): brand the user-facing surfaces "MegaTask"

The user-facing name is MegaTask: the feature-flag label is "MegaTask intake",
the panel flag-card and the config description lead with MegaTask. Internal
names stay technical (batch_intake_enabled, batch_id, SequencingService).

* chore(batch): drop the feature flag — MegaTask is a core intake scope

MegaTask is additive and opt-in by its own nature (the Prompter proposes a
batch only when the CEO asks for several tasks; single-task intake is
unchanged), so there is no risk surface a flag protects — 'don't create a
MegaTask' is the off switch. Remove batch_intake_enabled from config, the
FEATURE_FLAGS registry, the panel flag card, and its tests. MegaTask will be
a third scope option in the Intake modal (single-cell / multi-project /
MegaTask), not a toggle.

* feat(batch): MegaTask identity predicate + orchestrator branchless recognition

The single source of truth for the umbrella's exemptions: pure
is_batch_umbrella / is_batch_root_subtask / is_branchless_coordination
(foundation/policy/batch.py) — an umbrella has a batch_id and is top-level; a
root-subtask shares the batch_id but is parented. The orchestrator's
_is_coordination_task now consults is_branchless_coordination, so a MegaTask
umbrella is recognized as doing no git of its own (git-exempt at spawn-readiness
/ stuck-detection) exactly like a product fan-out root. Non-batch behavior is
identical (the predicate reduces to the old no-project+product check; the
orchestrator coordination suite stays green), and the umbrella branch is inert
until the create path exists.

First slice of the MegaTask umbrella enforcement (branchless guard).

* feat(batch): branchless umbrella guard across the git-exemption sites

A MegaTask umbrella does no git of its own — every git-exemption site in
TaskService now consults the shared is_branchless_coordination predicate
instead of an inline product-only check, so the umbrella's exemptions
cannot drift between sites:

- the claimed->in_progress branch gate (GitContext.is_coordination) lets
  an unbranched umbrella reach in_progress and delegate;
- _ensure_branch_for_task short-circuits an umbrella to "" instead of the
  misconfigured raise (the claim path ignores the return, treating it as
  branchless);
- CEO-reject routing sends a rejected umbrella to the Main PM in PENDING
  (needs_revision is developer-claim-only and would deadlock it).

Covers both shapes via the predicate (product fan-out root OR umbrella);
a batch root-subtask keeps its own branch/PR. Adds orchestrator
recognition tests for the umbrella plus claim/branch/reject integration
tests.

* feat(batch): umbrella assembles no PR; completes branchless

submit_root now hard-rejects a MegaTask umbrella up front (a preflight
that also folds in the unknown-role refusal to stay within the
return-count budget): the umbrella spans many projects with no single
master, so each root-subtask opens and is reviewed on its own PR — the
umbrella never enters the in-path review gate. The Main PM completes it
directly once every root-subtask is terminal.

Umbrella completion needs no new code: it is branchless (no branch_name),
so _main_pm_complete_guard already accepts it from in_progress, checks
all_subtasks_terminal, and main_pm_complete walks it to awaiting_pm_review
and escalates to the CEO with no PR creation — exactly the product
fan-out root path. Adds the submit_root-reject and umbrella-completion
gateway tests; pins batch_id=None on the normal-root submit_root test
(a MagicMock auto-attr would otherwise read as an umbrella).

* feat(batch): MegaTask create path — umbrella + sequenced root-subtasks

PrompterService.confirm_live_batch turns N confirmed drafts into a real
MegaTask: it builds each draft's collision surface, runs the pure
SequencingService to get conflict-free waves, creates the branchless
umbrella (batch_id, no project/product), then one root-subtask per draft
(own project, parent=umbrella, sequence=wave index, descriptors), and
wires the analyzer's edges through add_dependency so the existing
dependency-gate runs the waves in order. The route picks the start path
like a single confirm: 'board' holds the root-subtasks in BACKLOG for the
batch review; 'main_pm' creates them PENDING so wave 0 dispatches at once.

create_task_from_draft gains a BatchPlacement (parent/batch/sequence/
team_override) and forwards the collision descriptors; the exactly-one-
target rule (here and the TaskService.create invariant) is relaxed for an
umbrella, which legitimately targets neither. New route
POST /live/{session}/confirm-batch + BatchConfirmRequest mirror the single
confirm. Adds the structural-invariant + board-hold + empty-batch tests.

* feat(batch): release MegaTask root-subtasks on CEO approval; board awareness

The board route holds a MegaTask's root-subtasks in BACKLOG so the work
waits for the batch review. approve_and_start (CEO gate #1, board->Main PM)
now releases them via _activate_batch_root_subtasks: each held child flips
BACKLOG -> PENDING + team=main_pm so the dependency-gate dispatches wave 0.
No-op for a non-umbrella; idempotent (children past BACKLOG untouched).

The Product Owner and Head of Marketing identity prompts gain a MegaTask
section so they review the whole batch + wave plan and adjust scope before
sign-off (they review drafts; the umbrella is their unit). Also extracts
the create() target invariant into _require_target_or_umbrella to keep the
method under the complexity gate after the umbrella exemption. Adds the
umbrella-approval activation test.

* feat(batch): multi-project intake scope for MegaTask

A MegaTask spans several possibly-unrelated repos, so the intake chat can
now be scoped to an explicit project list (not just one project or one
product). StartLiveRequest gains project_ids; /live/start threads it
through start/spawn_intake_session -> _spawn_intake_container ->
_clone_intake_scope. The multi-repo clone machinery already existed for
products; _intake_scope_slugs now also resolves an explicit project_ids
set (split into _slugs_for_project_ids / _slugs_for_product), cloning each
repo with the first as the primary cwd and the siblings readable. Scope
validation is now 'exactly one of project_slug / product_id / project_ids'
via the shared _require_one_intake_scope. Adds scope-resolution, spawn,
and route tests for the MegaTask path.

* feat(batch): propose_batch intake tool (MegaTask multi-draft hand-off)

The intake agent can now hand the panel a whole MegaTask in one tool call.
Both intake paths gain propose_batch alongside propose_draft:
- Claude (intake_driver): a propose_batch tool registered on the in-SDK
  MCP server + allowlisted; the driver intercepts the ToolUseBlock and
  emits ONE StreamChunk(kind="batch") carrying {drafts:[...], title}.
- grok (intake_server): a propose_batch tool that POSTs a "batch" relay
  event via the shared _post_event helper (post_draft/post_batch).

A batch carries N drafts, each the propose_draft shape PLUS its own
project_id (a MegaTask spans unrelated repos) and collision surface so the
analyzer sequences the waves. The prompter prompt documents the MegaTask
scope + when to call propose_batch. Adds Claude-normalize and grok-relay
tests for the batch path.

* feat(batch): MegaTask intake panel — third scope, batch review, waves

The panel now drives a MegaTask end to end. The intake modal gains a
third scope, 'MegaTask', beside Single cell and Board-led: a multi-project
checklist (a MegaTask spans several possibly-unrelated repos), validated
to at least two. start() sends project_ids; use-prompter accumulates the
agent's single propose_batch hand-off as a 'batch' SSE event into a
BatchProposal and lands in a new batch_preview state.

A new BatchReviewCard lists every proposed task with its target project +
collision-surface badges (migration / shared) and offers one start path
for the whole batch — Board review & Start or Approve & Start — wired to
confirmBatch → POST /confirm-batch. The success card shows the sequenced
result: N tasks in M waves (+ any advisory notes). prompter.ts gains the
DraftScale 'megatask' + the BatchConfirm payload/result types; the SSE
client allows the 'batch' kind. Panel typecheck + lint + 113 tests green.

* docs(batch): MegaTask across changelog, CLAUDE.md, site, and RAG

The four documentation obligations for the MegaTask feature:
- CHANGELOG: an Unreleased entry covering the umbrella model, sequencing,
  multi-project intake, propose_batch, and the create/approval path.
- CLAUDE.md: a MegaTask section (identity predicate, umbrella/root-subtask
  hierarchy, sequencing rules, intake + create path, board activation).
- Published site: a user-facing company/megatask.md (scopes, waves, the
  umbrella, the two start buttons) + nav entry; a pointer added to the
  intake chapter of the Tour.
- RAG corpus: workflows/megatask.md so the Main PM (and any agent) can
  retrieve the umbrella's branchless / no-PR / completion rules at runtime.

The runtime concurrent-migration guard is intentionally NOT added: the
analyzer already chains migration-adders into dependencies and the
dependency-gate serializes them, so a separate guard would be dead code.

* feat(batch): batch_id guardrail + wave preview + batch_id on TaskResponse

Guardrail (CEO): a batch_id is denied on any task that is not a well-formed
MegaTask member. is_valid_batch_shape permits batch_id only on an umbrella
(no parent → must target neither project nor product) or a root-subtask
(has a parent → exactly one target); TaskService.create enforces it AND
verifies a root-subtask's parent is the batch umbrella (same batch_id,
top-level). This closes a latent hole: is_batch_umbrella is true for a
batch_id + no-parent task even with a project, so a stray batch_id could
have spoofed the branchless branch-gate / no-PR exemption. (The public
task API never exposed batch_id for write; this guards the service layer.)

Wave preview: PrompterService.preview_batch + POST .../preview-batch
compute a MegaTask's waves from the proposed drafts WITHOUT creating
anything, so the panel can show the sequencing before confirm. Extracted
_sequence_drafts as the single source shared by preview and confirm, so
the previewed waves are exactly the ones wired.

TaskResponse now carries batch_id so the panel can badge the umbrella.

* feat(batch): MegaTask review — project editor, wave preview, persistence, badge

Closes the panel gaps in the MegaTask review experience:
- Per-task project editor: each proposed task gets an inline project
  Select (updateBatchDraftProject), so a task the agent put in the wrong
  or no repo can be fixed before launch — not only by re-chatting. Launch
  stays blocked until every task has a project.
- Wave preview: on a batch proposal the panel fetches POST .../preview-batch
  (no task created) and shows the conflict-free wave plan, so the human
  reviews the sequencing before confirming.
- Refresh durability: the MegaTask review (batch + waves + projectIds) is
  persisted, so a browser reload mid-review restores it like a single draft.
- MegaTask badge: TaskResponse exposes batch_id, the panel Task type
  carries it, and the task table badges the umbrella row 'MegaTask'.

Panel typecheck + lint + 113 tests green.

* test(batch): stub task carries batch_id for task_to_response

task_to_response now serializes batch_id (TaskResponse field), so the
_stub_task SimpleNamespace fixture must provide it — without it the reader
hit AttributeError, failing the 8 task-schema serialization/enrichment
tests. Test-only; the real TaskTable carries the column (migration 046).

* fix(batch): close MegaTask audit gaps — completion crash, analyzer cycle, guardrails

An adversarial multi-agent audit of the feature surfaced 20 verified gaps;
this closes the backend ones.

HIGH:
- Umbrella completion crashed. escalate_to_ceo hard-required a pr_number,
  which a branchless umbrella never has, so main_pm_complete dereferenced
  None. Both pr_number gates now waive a MegaTask umbrella (escalate_to_ceo
  + the awaiting_pm_review->awaiting_ceo_approval lifecycle gate via a new
  GitContext.is_umbrella), and main_pm_complete guards a None return. The
  completion test had mocked escalate_to_ceo, hiding it — now a real
  service test covers the waiver.
- The collision analyzer could fabricate a cycle (a touches_shared +
  adds_migration draft overlapping another migration draft) and raise
  SequencingError — a bare ValueError that escaped as an opaque 500. The
  migration chain is now shared-last-aware (never contradicts rule 3), and
  _sequence_drafts translates SequencingError to a clean 400.

MEDIUM:
- Collisions are now project-scoped: two repos can't collide on a
  coincidental path or serialize independent migrations (DraftSurface
  carries project_id; rules 1/2/3 respect it).
- The batch_id guardrail ran only at create. update() + the PATCH
  null-clear path now re-assert is_valid_batch_shape, so a mutation can't
  break a member's shape and spoof the branchless exemption.
- A draft missing title/acceptance_criteria now raises ValidationError
  (was a bare KeyError -> 500).
- confirm_live_batch re-asserts every draft targets a scoped project and
  the batch spans >=2 distinct projects (project_ids added to the request).
- Route-level tests for confirm-batch / preview-batch.

LOW: strict multi-repo clone (fail loud on any unresolvable project);
malformed/empty propose_batch surfaces an error chunk (Claude) / refuses
to POST (grok) instead of silently acking; dropped malformed drafts are
counted and surfaced; stale grok intake docstrings updated.

* fix(batch): MegaTask panel + doc audit gaps

Frontend half of the audit fixes:
- The confirm payload now carries project_ids (the schema requires it), and
  the panel re-checks every task targets one of the scoped repos before
  launching, naming the offending task.
- The Review-MegaTask project picker is filtered to the scoped repos and
  the per-task validity (border + launch gate) keys off scoped membership,
  so a task can only be (re)pointed at an in-scope project — also fixing the
  case where the agent emitted a non-UUID / unknown project.
- Dropped malformed drafts are surfaced as a chat error so the human knows
  the batch shrank instead of silently confirming fewer tasks.
- Doc wording: a wave releases on the previous wave's terminal state
  (normally a merge; a cancellation releases it too), not strictly 'merged'.

* test(batch): lock the CEO's EXACT 4-wave hand-sequencing as the golden bar

The golden test asserted the constraints (S6 last, the migration chain, the
shared-threats serialization, S1/S2/S7 parallel) but not the full wave
partition. The bar for MegaTask is 'reproduce my exact waves or it's not
done', so assert the exact 4-wave partition the analyzer produces for the
guard-core-app batch:
  wave 1: R1 R2 S1 S2 S3 S5 S7  ·  wave 2: R3  ·  wave 3: R4 S8  ·  wave 4: S6
Confirmed unchanged by the audit's analyzer fixes (no migration is shared;
single project).

* fix(batch): tolerate a stub task in assert_batch_shape_intact

The batch-shape re-validation read task.batch_id directly, but update()'s
partial-caller contract is exercised with a SimpleNamespace stub that has no
batch_id column → AttributeError. Use getattr(..., None) for batch_id and the
shape fields so the guard no-ops on any task lacking the column (a stub, or a
non-batch task) while still enforcing on a real batch member.

* fix(orchestrator): authenticate internal API self-calls with the system identity

The dispatcher httpx clients were built without an agent identity, so the
orchestrator's self-PATCHes to /api/tasks/{id} (auto-block, auto-resume,
auto-recover, SLA annotation) were rejected 401 "Missing X-Agent-ID" and
silently no-op'd. The auto-resume that lifts a PM's paused parent could never
write, so paused/blocked parents stayed wedged and stranded their dependents
(the fe-pm/be-pm respawn churn seen in prod).

Header propagation was inconsistent across the separate AsyncClient call-sites:
only the main dispatch client carried the system identity; the readiness and
sweep clients did not. Hoist the identity into a shared _SYSTEM_API_HEADERS
constant and apply it to every API-facing dispatcher client. The system role
holds TaskAction.ASSIGN, so it is authorized for the audited admin_set_status
path those write routes use. The external provider-recovery probe client is
intentionally left untouched.

---------

Co-authored-by: Renn F <rennf93@users.noreply.github.com>
2026-06-24 01:15:57 +02:00

5.6 KiB

It starts with you

1 · It starts with you

You describe what you want — a feature, a fix, an entire product. The way in is the Task Assistant — which is the Prompter itself, the very feature whose build the rest of this guide follows. (You're about to use the tool RoboCo built for itself; further on, you'll watch the company build it.) Instead of filling a form from memory, you give it a rough idea and it reads your actual codebase, asks a few sharp questions, and hands back a properly-formed task — an objective, a per-cell breakdown, and the acceptance criteria that define what "finished" really means.

The Task Assistant's scope form: pick the project or product to work in, then describe what you want to build.

Where it starts — point the assistant at a project (one repo) or a product (several), drop in a rough idea, and it spins up an agent that reads that code before it says a word.

There is a third scope, MegaTask, for when you want several tasks at once across projects that don't share a codebase — the assistant proposes the whole batch and the company sequences it into conflict-free waves. See MegaTask.

The Task Assistant chat opening: the idea is in, and the agent is cloning the repo and reading the code before it answers.

No canned questions. The agent clones the scope and reads the real surface first, so everything it asks and proposes is grounded in what your code actually does.

The agent's grounded analysis: a read of the existing surface, what's missing, where the feature should live, and a proposed shape — citing real files and pages.

It comes back having done the homework — naming the real pages, services, and files, laying out what to build and where, and refining with you over a couple of turns until the spec is right.

The draft proposal card: the finished task — objective, per-cell work, and acceptance criteria — with three choices: Keep chatting, Board review & Start, or Approve & Start.

The proposal, ready to launch. Keep chatting to refine it, send it to the Board for review, or approve it straight to the Main PM — your call, on one card.

The Task Assistant's confirmation: the task has been created and handed to the company.

The created task, live: its objective, the per-cell breakdown, status, and assignment — exactly as the company will work it.

From a rough sentence to a real, scoped task in a single chat — acceptance criteria and all, already moving through the company.

From here, every task follows the path you chose for it. To show that journey end to end, the rest of this guide follows the Prompter's own trip through the company — from this same starting point to a merged pull request. Send a task to the Board and their job is to pin it down: the Product Owner and Head of Marketing turn the draft into a settled spec, sharpening the requirements and the acceptance criteria before anyone writes a line of code. The Auditor watches the whole time but never interferes.

A Board review session: the Product Owner writing out requirements and acceptance criteria for a task.

The Product Owner working a task over — pinning down the requirements and the must-haves before anyone writes a line of code.

A Board review session for the Prompter feature, with the Product Owner and Head of Marketing each recording their take — positioning, naming, the model-selector UX — against the task.

Two seats at the table. The Product Owner and the Head of Marketing review the same task from their own angles and put their reasoning on the record — this is the Board building the actual spec for the Prompter, the feature this whole walkthrough follows.

2 · Nothing moves without your green light

The Board hands the reviewed task back to you as a notification and waits. You make one call: send it forward, or send it back. Approve it, and the Main PM picks it up, splits it across the cells, and sets them running.

The board-review notification waiting on the CEO's decision to start the work or send it back.

The Board's verdict lands in your notifications and pauses there. A single approval is what turns the whole company on.

The board-review-complete notification for the Prompter task: the Product Owner and Head of Marketing have both reviewed it, and it is now ready for the CEO's Approve & Start decision or rejection.

The notification itself, spelled out: the Board has finished, the task is recorded, and nothing happens until you say so — Approve & Start hands it to the Main PM; reject it and it goes back. This is the first of the only two moments the company needs you.

The CEO's pending-approval queue with a task card showing the green "Approve & Start" button.

The task detail panel opened from the approval queue, with the Approve & Start action alongside the task brief.


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