roboco/.tasks/active/TASK-005-phase5-management/README.md

# TASK-005: Phase 5 - Management

## Status
- **State**: completed
- **Priority**: P0
- **Cell**: board

## Dates
- **Created**: 2025-12-09
- **Completed**: 2025-12-09

## Overview
Implement Phase 5 of the RoboCo system per HOMELAB_TEAM_V0.md blueprint (Section 13.7):
- Build Task API for task CRUD and status management
- Create Kanban service with role-specific board views
- Implement metrics collection and reporting
- Build Auditor dashboard API
- Build CEO overview API

## Acceptance Criteria
- [x] Task API with full CRUD operations
- [x] Task service with status transitions and lifecycle management
- [x] Kanban service with board views for each role
- [x] Dev Kanban: Backlog → Assigned → In Progress → QA Review → Documenting → Done
- [x] QA Kanban: Awaiting Review → In Review → Passed → Failed
- [x] Documenter Kanban: Awaiting Handoff → Gathering → Writing → Published
- [x] PM Kanban: Incoming → Triaged → Assigned → In Progress → Blocked → Done
- [x] Main PM Kanban: Cross-cell view with Backend/Frontend/UX columns
- [x] Board Kanban: Ideas → Roadmap → In Development → Released
- [x] Metrics collection (velocity, blockers, completion rate)
- [x] Auditor dashboard API (live feeds, flagged items, metrics, reports)
- [x] CEO overview API (health status, key metrics, auditor alerts, roadmap progress)

## What Was Built

### 1. Task Service (`roboco/services/task.py`)

| Component | Description |
|-----------|-------------|
| `TaskService` | Full CRUD operations for tasks |
| Status transitions | claim, start, block, unblock, pause, resume, verify, submit_for_qa, pass_qa, fail_qa, complete, cancel |
| Progress tracking | add_progress, add_checkpoint, add_commit |
| Queries | list_all, list_by_team, list_by_assignee, list_by_status, list_pending, list_blocked, list_awaiting_qa, list_awaiting_docs |
| Statistics | count_by_status, count_by_team, get_active_count |

### 2. Task API Routes (`roboco/api/routes/tasks.py`)

| Endpoint | Description |
|----------|-------------|
| `GET/POST /tasks` | List and create tasks |
| `GET/PUT/DELETE /tasks/{id}` | Task CRUD |
| `GET /tasks/my` | Get agent's tasks |
| `GET /tasks/pending, /blocked, /awaiting-qa, /awaiting-docs` | Status-based lists |
| `GET /tasks/team/{team}` | Team tasks |
| `GET /tasks/stats` | Task statistics |
| `POST /tasks/{id}/claim, /start, /block, /unblock, /pause, /resume` | Lifecycle transitions |
| `POST /tasks/{id}/verify, /submit-qa, /pass-qa, /fail-qa, /complete, /cancel` | Review transitions |
| `POST /tasks/{id}/progress, /checkpoint, /commit` | Progress and artifacts |

### 3. Kanban Models (`roboco/models/kanban.py`)

| Component | Description |
|-----------|-------------|
| `KanbanBoardType` | Enum: DEV, QA, DOCUMENTER, PM, MAIN_PM, BOARD |
| `KanbanCard` | Card representation with task data |
| `KanbanColumn` | Column with cards and WIP limit |
| `KanbanSwimlane` | Swimlane for grouping |
| `KanbanBoard` | Complete board with columns or swimlanes |
| Column configs | DEV_COLUMNS, QA_COLUMNS, DOCUMENTER_COLUMNS, PM_COLUMNS, MAIN_PM_COLUMNS, BOARD_COLUMNS |

### 4. Kanban Service (`roboco/services/kanban.py`)

| Method | Description |
|--------|-------------|
| `get_dev_board(team, swimlane_by)` | Dev board with optional swimlanes |
| `get_qa_board(team)` | QA review board |
| `get_documenter_board(team)` | Documenter board |
| `get_pm_board(team)` | Cell PM board |
| `get_main_pm_board()` | Cross-cell Main PM board |
| `get_main_pm_board_flat()` | Flat team-column view |
| `get_board_kanban()` | Board-level roadmap |
| `get_board_stats(team)` | Board statistics |

### 5. Kanban API Routes (`roboco/api/routes/kanban.py`)

| Endpoint | Description |
|----------|-------------|
| `GET /kanban/dev/{team}` | Dev board with swimlane option |
| `GET /kanban/qa/{team}` | QA board |
| `GET /kanban/documenter/{team}` | Documenter board |
| `GET /kanban/pm/{team}` | Cell PM board |
| `GET /kanban/main-pm` | Main PM cross-cell board |
| `GET /kanban/board` | Board-level roadmap |
| `GET /kanban/stats` | Board statistics |

### 6. Metrics Service (`roboco/services/metrics.py`)

| Component | Description |
|-----------|-------------|
| `VelocityMetrics` | Tasks completed, created, avg time, completion rate |
| `BlockerMetrics` | Active blockers, avg time, longest blocked, by team |
| `TeamMetrics` | Active/blocked/completed tasks, avg time, doc coverage |
| `AgentMetrics` | Agent performance and activity |
| `get_velocity(days, team)` | Velocity metrics |
| `get_blocker_metrics()` | Blocker analysis |
| `get_team_metrics(team)` | Team performance |
| `get_agent_metrics(agent_id)` | Agent performance |
| `get_communication_volume(hours)` | Message and notification counts |
| `get_health_status(team)` | ok/slow/critical status |

### 7. Dashboard API Routes (`roboco/api/routes/dashboard.py`)

| Endpoint | Description |
|----------|-------------|
| `GET /dashboard/auditor` | Complete auditor dashboard |
| `GET /dashboard/auditor/flags` | Auditor flags with filters |
| `POST /dashboard/auditor/flags` | Create flag |
| `PUT /dashboard/auditor/flags/{id}/resolve` | Resolve flag |
| `GET /dashboard/auditor/reports` | Auditor reports |
| `POST /dashboard/auditor/reports` | Create report |
| `POST /dashboard/auditor/reports/{id}/send` | Send to CEO |
| `GET /dashboard/ceo` | CEO overview |
| `GET /dashboard/ceo/teams` | Team details |
| `GET /dashboard/ceo/blockers` | Blocker details |
| `GET /dashboard/ceo/velocity` | Velocity metrics |
| `GET /dashboard/metrics/*` | Various metric endpoints |

## File Structure
```
roboco/
├── models/
│   └── kanban.py          # NEW - Kanban board models
├── services/
│   ├── task.py            # NEW - Task CRUD and lifecycle
│   ├── kanban.py          # NEW - Kanban board generation
│   └── metrics.py         # NEW - Metrics collection
├── api/routes/
│   ├── tasks.py           # NEW - Task API
│   ├── kanban.py          # NEW - Kanban API
│   └── dashboard.py       # NEW - Dashboard API
└── api/
    └── app.py             # Updated with new routes
```

## API Summary

### Task API
- Full CRUD for tasks
- Complete lifecycle management (claim → start → verify → qa → docs → complete)
- Progress tracking and checkpoints
- Commit linking

### Kanban API
- 6 board types for different roles
- Swimlane support (by priority, assignee)
- Cross-cell views for Main PM
- Roadmap view for Board

### Dashboard API
- Auditor: Live feeds, flags, metrics, reports
- CEO: Health status, metrics, alerts, roadmap

## Usage Examples

### Create and Track a Task
```python
# Create task
POST /api/v1/tasks
{
    "title": "Implement feature X",
    "description": "...",
    "acceptance_criteria": ["..."],
    "team": "backend",
    "priority": 1
}

# Claim and start
POST /api/v1/tasks/{id}/claim
POST /api/v1/tasks/{id}/start

# Add progress
POST /api/v1/tasks/{id}/progress
{"message": "Completed first subtask", "percentage": 30}

# Submit for QA
POST /api/v1/tasks/{id}/submit-qa
```

### View Kanban Boards
```python
# Dev board with priority swimlanes
GET /api/v1/kanban/dev/backend?swimlane_by=priority

# Main PM cross-cell view
GET /api/v1/kanban/main-pm?flat=true

# Board-level roadmap
GET /api/v1/kanban/board
```

### CEO Overview
```python
# Get full overview
GET /api/v1/dashboard/ceo

# Response includes:
# - health_status: [{team, status, active_tasks, blocked_tasks, ...}]
# - key_metrics: {velocity_weekly, completion_rate, doc_coverage, blockers}
# - auditor_alerts: {urgent_count, warning_count, last_report_at}
# - roadmap_progress: {current_quarter_progress, priority_totals}
```

## Next Steps (Phase 6: Polish)
Per HOMELAB_TEAM_V0.md section 13.8:
- [ ] Performance optimization
- [ ] Comprehensive documentation
- [ ] Test coverage
- [ ] Error handling improvements
- [ ] Logging and observability

## Quick Context Restore
Phase 5 management complete. Task API provides full CRUD with lifecycle transitions. Kanban service generates role-specific boards with swimlane support. Metrics service tracks velocity, blockers, and agent performance. Auditor dashboard provides live feeds, flags, and reporting. CEO overview aggregates health status, metrics, and roadmap progress. Ready for Phase 6 polish.