Implement original onboarding bootstrap

2026-05-21 08:43:50 -04:00
1 parent 49c1dd2888
commit 6992b3e70e
@@ -0,0 +1,215 @@
+import type { DatabaseSync } from "node:sqlite";
+import type {
+  BootstrapOnboardingInput,
+  BootstrapOnboardingSummary,
+  SaveProviderCredentialInput,
+} from "../../shared/commands";
+import { PROVIDER_AUTH_TYPE, RISK_LEVEL, TASK_STATUS } from "../../shared/domain";
+import { PROVIDER_CATALOG } from "../../shared/provider-catalog";
+import { createId } from "../../shared/ids";
+import { AuditService } from "./audit-service";
+import { OrganizationService } from "./organization-service";
+
+interface OnboardingServiceDeps {
+  db: DatabaseSync;
+  saveProviderCredential(input: SaveProviderCredentialInput): void;
+}
+
+export class OnboardingService {
+  private readonly audit: AuditService;
+  private readonly organization: OrganizationService;
+
+  constructor(private readonly deps: OnboardingServiceDeps) {
+    this.audit = new AuditService(deps.db);
+    this.organization = new OrganizationService(deps.db);
+  }
+
+  bootstrap(input: BootstrapOnboardingInput): BootstrapOnboardingSummary {
+    const provider = this.resolveProvider(input.providerKey);
+    const orgId = this.organization.createOrganization({
+      organizationName: input.companyName,
+      description: input.companyDescription,
+      mission: input.companyDescription,
+      goal: input.goalTitle,
+      employeeName: input.employeeName,
+      executionMode: input.executionMode,
+      autoApproveHires: input.autoApproveHires,
+      reviewDeliverables: input.reviewDeliverables,
+    });
+    const employeeId = this.requirePrimaryEmployee(orgId);
+    const providerId = this.requireProvider(orgId, provider.key);
+    this.deps.saveProviderCredential({
+      orgId,
+      providerId,
+      secret: input.providerSecret,
+      model: input.providerModel,
+    });
+
+    const now = new Date().toISOString();
+    const workspaceId = this.createWorkspace(orgId, input.workspacePath.trim(), now);
+    const ceoAgentId = this.organization.createAgent({
+      orgId,
+      name: "CEO",
+      role: "CEO",
+      title: "Chief Executive Officer",
+      department: "Executive",
+      modelProviderId: providerId,
+      modelId: input.providerModel.trim(),
+      budgetCents: 25000,
+      managerAgentId: null,
+      roleLevel: "c_suite",
+      modelStrategy: "explicit",
+      workspaceId,
+      heartbeatEnabled: true,
+      heartbeatIntervalSec: 120,
+    });
+    const goalId = this.createGoal(orgId, ceoAgentId, input, now);
+    const projectId = this.createProject(orgId, goalId, ceoAgentId, input, now);
+    if (workspaceId) this.bindWorkspaceToProject(workspaceId, projectId, now);
+    const taskId = this.createKickoffTask(orgId, goalId, projectId, workspaceId, ceoAgentId, input, now);
+    const runId = this.createTaskRun(orgId, taskId, ceoAgentId, providerId, now);
+
+    this.audit.record({
+      orgId,
+      entityType: "organization",
+      entityId: orgId,
+      actorType: "employee",
+      actorId: employeeId,
+      action: "bootstrapped",
+      payload: { providerKey: provider.key, goalId, projectId, taskId, runId },
+    });
+
+    return { orgId, employeeId, ceoAgentId, workspaceId, goalId, projectId, taskId, runId, providerId };
+  }
+
+  private resolveProvider(providerKey: string) {
+    const provider = PROVIDER_CATALOG.find((entry) => entry.key === providerKey);
+    if (!provider) throw new Error(`Provider ${providerKey} is unavailable.`);
+    if (provider.authType !== PROVIDER_AUTH_TYPE.API_KEY) {
+      throw new Error("Onboarding requires an API key provider.");
+    }
+    return provider;
+  }
+
+  private requirePrimaryEmployee(orgId: string): string {
+    const row = this.deps.db.prepare("select id from employees where org_id = ? order by created_at asc limit 1")
+      .get(orgId) as { id: string } | undefined;
+    if (!row) throw new Error("Primary employee was not created.");
+    return row.id;
+  }
+
+  private requireProvider(orgId: string, providerKey: string): string {
+    const row = this.deps.db.prepare("select id from providers where org_id = ? and provider_key = ?")
+      .get(orgId, providerKey) as { id: string } | undefined;
+    if (!row) throw new Error(`Provider ${providerKey} was not created.`);
+    return row.id;
+  }
+
+  private createWorkspace(orgId: string, workspacePath: string, now: string): string | null {
+    if (!workspacePath) return null;
+    const workspaceId = createId("wsp");
+    this.deps.db.prepare(`
+      insert into workspaces(
+        id, org_id, name, local_path, repo_url, repo_ref, project_id, is_primary, created_at, updated_at
+      )
+      values (?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
+    `).run(workspaceId, orgId, "Default Workspace", workspacePath, "", "", null, 1, now, now);
+    return workspaceId;
+  }
+
+  private createGoal(orgId: string, ceoAgentId: string, input: BootstrapOnboardingInput, now: string): string {
+    const goalTitle = input.goalTitle.trim();
+    if (!goalTitle) throw new Error("Goal title is required.");
+    const goalId = createId("gol");
+    this.deps.db.prepare(`
+      insert into goals(id, org_id, title, description, status, owner_agent_id, created_at, updated_at)
+      values (?, ?, ?, ?, ?, ?, ?, ?)
+    `).run(goalId, orgId, goalTitle, input.goalDescription.trim(), "active", ceoAgentId, now, now);
+    return goalId;
+  }
+
+  private createProject(
+    orgId: string,
+    goalId: string,
+    ceoAgentId: string,
+    input: BootstrapOnboardingInput,
+    now: string,
+  ): string {
+    const projectId = createId("prj");
+    this.deps.db.prepare(`
+      insert into projects(id, org_id, goal_id, name, description, lead_agent_id, status, created_at, updated_at)
+      values (?, ?, ?, ?, ?, ?, ?, ?, ?)
+    `).run(
+      projectId,
+      orgId,
+      goalId,
+      `Execution plan: ${input.goalTitle.trim()}`,
+      input.companyDescription.trim(),
+      ceoAgentId,
+      "in_progress",
+      now,
+      now,
+    );
+    return projectId;
+  }
+
+  private bindWorkspaceToProject(workspaceId: string, projectId: string, now: string): void {
+    this.deps.db.prepare("update workspaces set project_id = ?, updated_at = ? where id = ?")
+      .run(projectId, now, workspaceId);
+  }
+
+  private createKickoffTask(
+    orgId: string,
+    goalId: string,
+    projectId: string,
+    workspaceId: string | null,
+    ceoAgentId: string,
+    input: BootstrapOnboardingInput,
+    now: string,
+  ): string {
+    const taskId = createId("tsk");
+    this.deps.db.prepare(`
+      insert into tasks(
+        id, org_id, title, description, status, assignee_agent_id, risk,
+        project_id, goal_id, workspace_id, priority, requires_filesystem, created_at, updated_at
+      )
+      values (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
+    `).run(
+      taskId,
+      orgId,
+      `Operationalize goal: ${input.goalTitle.trim()}`,
+      this.createKickoffTaskDescription(input),
+      TASK_STATUS.BACKLOG,
+      ceoAgentId,
+      RISK_LEVEL.MEDIUM,
+      projectId,
+      goalId,
+      workspaceId,
+      "high",
+      workspaceId ? 1 : 0,
+      now,
+      now,
+    );
+    return taskId;
+  }
+
+  private createTaskRun(orgId: string, taskId: string, ceoAgentId: string, providerId: string, now: string): string {
+    const runId = createId("run");
+    this.deps.db.prepare(`
+      insert into task_runs(
+        id, org_id, task_id, agent_id, provider_id, trigger, state, created_at, started_at, completed_at, error_message
+      )
+      values (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
+    `).run(runId, orgId, taskId, ceoAgentId, providerId, "bootstrap", "queued", now, null, null, null);
+    return runId;
+  }
+
+  private createKickoffTaskDescription(input: BootstrapOnboardingInput): string {
+    return [
+      `Company: ${input.companyName.trim()}`,
+      `Goal: ${input.goalTitle.trim()}`,
+      input.goalDescription.trim(),
+      "Read the bound workspace, create the first operating plan, delegate work, and route decisions through approvals and messages.",
+    ].filter((line) => line.length > 0).join("\n\n");
+  }
+}
@@ -20,8 +20,22 @@ export class OrganizationService {
    const employeeId = createId("emp");
    const now = new Date().toISOString();

-    this.db.prepare("insert into organizations(id, name, mission, goal, created_at) values (?, ?, ?, ?, ?)")
-      .run(orgId, input.organizationName.trim(), input.mission.trim(), input.goal.trim(), now);
+    this.db.prepare(`
+      insert into organizations(
+        id, name, mission, goal, description, execution_mode, auto_approve_hires, review_deliverables, created_at
+      )
+      values (?, ?, ?, ?, ?, ?, ?, ?, ?)
+    `).run(
+      orgId,
+      input.organizationName.trim(),
+      input.mission.trim(),
+      input.goal.trim(),
+      input.description?.trim() ?? "",
+      input.executionMode ?? "ai_ceo",
+      input.autoApproveHires === false ? 0 : 1,
+      input.reviewDeliverables === true ? 1 : 0,
+      now,
+    );
    this.db.prepare("insert into employees(id, org_id, display_name, role, created_at) values (?, ?, ?, ?, ?)")
      .run(employeeId, orgId, input.employeeName.trim(), "Board Chair", now);

@@ -78,8 +92,9 @@ export class OrganizationService {
    this.db.prepare(`
      insert into agents(
        id, org_id, name, role, department, model_provider_id, model_id,
-        budget_cents, manager_agent_id, lifecycle, created_at
-      ) values (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
+        budget_cents, manager_agent_id, title, role_level, model_strategy,
+        workspace_id, heartbeat_enabled, heartbeat_interval_sec, lifecycle, created_at
+      ) values (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
    `).run(
      id,
      input.orgId,
@@ -90,6 +105,12 @@ export class OrganizationService {
      input.modelId,
      input.budgetCents,
      input.managerAgentId,
+      input.title?.trim() || input.role.trim(),
+      input.roleLevel ?? "staff",
+      input.modelStrategy ?? "pooled",
+      input.workspaceId ?? null,
+      input.heartbeatEnabled === true ? 1 : 0,
+      input.heartbeatIntervalSec ?? 0,
      "active",
      now,
    );
@@ -109,8 +130,11 @@ export class OrganizationService {
    const id = createId("tsk");
    const now = new Date().toISOString();
    this.db.prepare(`
-      insert into tasks(id, org_id, title, description, status, assignee_agent_id, risk, created_at, updated_at)
-      values (?, ?, ?, ?, ?, ?, ?, ?, ?)
+      insert into tasks(
+        id, org_id, title, description, status, assignee_agent_id, risk,
+        project_id, goal_id, workspace_id, priority, requires_filesystem, created_at, updated_at
+      )
+      values (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
    `).run(
      id,
      input.orgId,
@@ -119,6 +143,11 @@ export class OrganizationService {
      input.status,
      input.assigneeAgentId,
      input.risk,
+      null,
+      null,
+      null,
+      "normal",
+      0,
      now,
      now,
    );
@@ -28,8 +28,19 @@ export class SnapshotService {
  constructor(private readonly db: DatabaseSync) {}

  load(): AppSnapshot {
-    const organizations = list<AppSnapshot["organizations"][number]>(this.db, "organizations", "created_at asc");
+    const organizations = list<AppSnapshot["organizations"][number]>(this.db, "organizations", "created_at asc")
+      .map((org) => ({
+        ...org,
+        autoApproveHires: toBool(org.autoApproveHires),
+        reviewDeliverables: toBool(org.reviewDeliverables),
+      }));
    const activeOrgId = organizations[0]?.id ?? null;
+    const agents = list<AppSnapshot["agents"][number]>(this.db, "agents", "created_at asc")
+      .map((agent) => ({ ...agent, heartbeatEnabled: toBool(agent.heartbeatEnabled) }));
+    const tasks = list<AppSnapshot["tasks"][number]>(this.db, "tasks", "created_at asc")
+      .map((task) => ({ ...task, requiresFilesystem: toBool(task.requiresFilesystem) }));
+    const workspaces = list<AppSnapshot["workspaces"][number]>(this.db, "workspaces", "created_at asc")
+      .map((workspace) => ({ ...workspace, isPrimary: toBool(workspace.isPrimary) }));
    const providers = list<AppSnapshot["providers"][number]>(this.db, "providers", "label asc")
      .map((provider) => ({ ...provider, enabled: toBool(provider.enabled) }));
    const skillBindings = list<AppSnapshot["skillBindings"][number]>(this.db, "skill_bindings", "priority asc")
@@ -39,8 +50,12 @@ export class SnapshotService {
      activeOrgId,
      organizations,
      employees: list(this.db, "employees", "created_at asc"),
-      agents: list(this.db, "agents", "created_at asc"),
-      tasks: list(this.db, "tasks", "created_at asc"),
+      agents,
+      tasks,
+      workspaces,
+      goals: list(this.db, "goals", "created_at asc"),
+      projects: list(this.db, "projects", "created_at asc"),
+      taskRuns: list(this.db, "task_runs", "created_at asc"),
      approvals: list(this.db, "approvals", "created_at desc"),
      chatSpaces: list(this.db, "chat_spaces", "created_at asc"),
      chatMessages: list(this.db, "chat_messages", "created_at asc"),