ZacharyZhang-NY
15e3863cba
- saveTask now takes an optional requiresFilesystem boolean. Omitted → column keeps its current value on updates, defaults to 0 on inserts. Explicit true/false → written through. - Onboarding kickoff (the CEO's very first task) sets requiresFilesystem=true. The task description already tells the agent to list directories and read README/package.json — that is filesystem work, so the task must hold the workspace exclusive. - Other saveTask call sites (automation reassign, routes-tasks patch, create_task, meetings) stay implicit — update paths preserve the existing column value, new user-created tasks default to 0 (safe cognitive default) and can be opted in later by the creator.
316 lines
13 KiB
TypeScript
316 lines
13 KiB
TypeScript
import type { AppDatabase } from "./database";
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import { getConnectorExecutionReadinessIssue, isConnectorExecutionReady } from "@shared/connector-policy";
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import type { ConnectorId, ConnectorRecord } from "@shared/types";
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import { validateConnectorModelSelection, connectorPolicyDepsFromDb } from "./connector-model-policy";
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interface OnboardingBootstrapSummary {
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companyId: string;
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companyName: string;
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workspaceId: string | null;
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leadAgentId: string | null;
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projectId: string | null;
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taskId: string | null;
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runId: string | null;
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}
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interface BootstrapInput {
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companyName: string;
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companyDescription: string;
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workspacePath: string;
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autoApproveHires: boolean;
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reviewDeliverables?: boolean;
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executionMode?: string;
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goalTitle: string;
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goalDescription: string;
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connectorId?: ConnectorId;
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connectorModel?: string;
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connectorPoolSelections?: Array<{
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connectorId: ConnectorId;
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disabledModels: Array<{ id: string; label: string }>;
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}>;
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}
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interface OnboardingDependencies {
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db: AppDatabase;
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seedDefaultAutomationRules: (companyId: string) => void;
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queueTaskRun: (taskId: string, trigger: string, actor: string) => {
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ok: boolean;
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data?: string;
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error?: { code: string; message: string };
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};
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publishDomainChanged: () => void;
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/** Scan workspace directories for skills and import them. Best-effort — may be undefined during early init. */
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scanAndAssignSkills?: (companyId: string, agentId: string) => Promise<void>;
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/** Optional logger for non-fatal errors from best-effort operations (skill seeding, etc.). */
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logger?: { warn: (...args: unknown[]) => void };
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}
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const DEFERRABLE_RUN_ERRORS = new Set([
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"WORKER_UNAVAILABLE",
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"CONNECTOR_NOT_READY",
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"TASK_ALREADY_RUNNING",
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"AGENT_ALREADY_RUNNING",
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]);
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function resolveOnboardingConnector(
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connectors: Array<Pick<ConnectorRecord, "id" | "label" | "status" | "capabilityMatrix">>,
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preferredConnectorId?: ConnectorId,
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) {
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if (preferredConnectorId) {
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const preferredConnector = connectors.find((connector) => connector.id === preferredConnectorId);
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if (!preferredConnector) {
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throw new Error(`Selected connector ${preferredConnectorId} is not available.`);
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}
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const issue = getConnectorExecutionReadinessIssue(preferredConnector);
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if (issue) {
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throw new Error(issue);
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}
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return preferredConnector.id;
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}
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const defaultConnector = connectors.find((connector) => isConnectorExecutionReady(connector));
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if (!defaultConnector) {
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throw new Error("At least one execution-ready connector is required before onboarding can continue.");
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}
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return defaultConnector.id;
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}
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export function createOnboardingService({
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db,
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seedDefaultAutomationRules,
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queueTaskRun,
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publishDomainChanged,
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scanAndAssignSkills,
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logger,
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}: OnboardingDependencies) {
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function updateAgentWorkspaceBinding(agentId: string, workspaceId: string | null) {
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if (!workspaceId) return;
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const agent = db.entityCrud.getAgent(agentId);
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if (agent.workspaceId === workspaceId) return;
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db.agents.saveAgent({
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id: agent.id,
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companyId: agent.companyId,
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name: agent.name,
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role: agent.role,
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title: agent.title,
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department: agent.department,
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status: agent.status,
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reportsTo: agent.reportsTo,
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connectorId: agent.connectorId,
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workspaceId,
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model: agent.model,
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metadataJson: agent.metadataJson,
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capabilities: agent.capabilities,
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budgetMonthlyUsd: agent.budgetMonthlyUsd,
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});
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}
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function getLocale(): string {
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return db.queryAll<{ value: string }>("select value from settings where key = 'locale' limit 1")[0]?.value ?? "en";
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}
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function createDefaultWorkspace(companyId: string, workspacePath: string) {
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const trimmedPath = workspacePath.trim();
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if (!trimmedPath) return null;
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const wsLocale = getLocale();
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return db.workspacesMod.saveWorkspace({
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companyId,
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name: wsLocale === "zh" ? "默认工作区" : "Default Workspace",
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localPath: trimmedPath,
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repoUrl: "",
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repoRef: "",
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isPrimary: true,
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});
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}
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function createInitialExecutionLoop(companyId: string, workspaceId: string | null): OnboardingBootstrapSummary {
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const companyRows = db.queryAll<{ id: string; name: string; description: string }>(
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"select id, name, description from companies where id = ? limit 1",
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companyId,
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);
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const company = companyRows[0] ?? null;
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if (!company) {
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throw new Error("Company no longer exists during onboarding bootstrap.");
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}
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const leadAgentRows = db.queryAll<{ id: string; companyId: string; name: string; role: string; title: string; department: string | null; status: string; reportsTo: string | null; connectorId: string; workspaceId: string | null; model: string | null; metadataJson: string; capabilities: string; budgetMonthlyUsd: number; heartbeatEnabled: number; heartbeatIntervalSec: number }>(
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"select id, company_id as companyId, name, role, title, department, status, reports_to as reportsTo, connector_id as connectorId, workspace_id as workspaceId, model, metadata_json as metadataJson, capabilities, budget_monthly_usd as budgetMonthlyUsd, heartbeat_enabled as heartbeatEnabled, heartbeat_interval_sec as heartbeatIntervalSec from agents where company_id = ? and reports_to is null limit 1",
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companyId,
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);
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const leadAgent = leadAgentRows[0] ?? null;
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if (!leadAgent) {
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throw new Error("Unable to find the lead agent for the company bootstrap.");
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}
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updateAgentWorkspaceBinding(leadAgent.id, workspaceId);
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const goalRows = db.queryAll<{ id: string; title: string; status: string }>(
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"select id, title, status from goals where company_id = ? order by created_at asc",
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companyId,
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);
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const activeGoal =
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goalRows.find((goal) => goal.status === "active")
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?? goalRows[0]
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?? null;
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const kickoffProjectName = activeGoal ? `Execution plan: ${activeGoal.title}` : "Initial operating plan";
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const kickoffProjectDescription = activeGoal
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? `Turn the founding goal "${activeGoal.title}" into an execution plan, delegation map, and the first wave of real work.`
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: "Establish the first operating plan, assign work, and start the company execution loop.";
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const projectId = db.entityCrud.saveProject({
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companyId,
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goalId: activeGoal?.id ?? null,
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name: kickoffProjectName,
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description: kickoffProjectDescription,
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leadAgentId: leadAgent.id,
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targetDate: null,
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status: "in_progress",
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});
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const kickoffLocale = getLocale();
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const kickoffTaskTitle = activeGoal
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? (kickoffLocale === "zh" ? `落地目标：${activeGoal.title}` : `Operationalize goal: ${activeGoal.title}`)
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: (kickoffLocale === "zh" ? "建立首个运营节奏" : "Establish the first operating cadence");
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const kickoffTaskDescription = activeGoal
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? [
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`Read the founding goal "${activeGoal.title}" and convert it into a real operating plan.`,
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`Before planning, explore the workspace codebase: list the top-level directory, read key files (README, package.json, config files), and understand the project structure, languages, and frameworks in use.`,
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`Consider the full company context — the company name "${company.name}", its description ("${company.description}"), and the goal — when deciding what departments, roles, and execution strategy are needed.`,
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`Create the first execution structure inside AgentCompany: projects, tasks, delegation, approvals, and coordination messages as needed.`,
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`Use the bound workspace as the default execution boundary for the first round of work.`,
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].join("\n\n")
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: [
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`Establish the first operating plan for the company.`,
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`Before planning, explore the workspace codebase: list the top-level directory, read key files (README, package.json, config files), and understand the project structure, languages, and frameworks in use.`,
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`Consider the full company context — the company name "${company.name}" and its description ("${company.description}") — when deciding what departments, roles, and execution strategy are needed.`,
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`Review the current company state, create the first real tasks, delegate initial work, and report progress through tasks, approvals, and messages.`,
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].join("\n\n");
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const taskId = db.tasks.saveTask({
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companyId,
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projectId,
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goalId: activeGoal?.id ?? null,
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parentId: null,
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title: kickoffTaskTitle,
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description: kickoffTaskDescription,
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assigneeAgentId: leadAgent.id,
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workspaceId: workspaceId ?? leadAgent.workspaceId ?? null,
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priority: "high",
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status: "todo",
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// Kickoff explicitly reads the workspace codebase (see
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// description above — "list the top-level directory, read key
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// files"), so this is a filesystem-touching task and must take
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// an exclusive lock on the bound workspace.
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requiresFilesystem: true,
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});
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const startRunResult = queueTaskRun(taskId, "assignment", "system");
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if (!startRunResult.ok && !DEFERRABLE_RUN_ERRORS.has(startRunResult.error?.code ?? "")) {
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throw new Error(startRunResult.error?.message ?? "Failed to queue the initial execution loop.");
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}
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return {
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companyId,
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companyName: company.name,
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workspaceId,
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leadAgentId: leadAgent.id,
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projectId,
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taskId,
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runId: startRunResult.ok ? startRunResult.data ?? null : null,
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};
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}
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function bootstrapOnboarding(input: BootstrapInput): OnboardingBootstrapSummary {
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const connectors = db.snap.listSnapshot({ companyId: null }).connectors;
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const selectedConnectorId = resolveOnboardingConnector(connectors, input.connectorId);
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const companyId = db.company.saveCompany({
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name: input.companyName.trim(),
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description: input.companyDescription.trim(),
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status: "active",
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autoApproveHires: input.autoApproveHires,
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reviewDeliverables: input.reviewDeliverables,
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executionMode: input.executionMode ?? "ai_ceo",
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});
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// Persist the user's per-connector disabled-model selections
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// against the freshly-created company id. Onboarding is entirely
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// pre-commit; the pool settings arrive in the input payload and
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// land in the DB only once a company exists to scope them.
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for (const pool of input.connectorPoolSelections ?? []) {
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db.settings.setDisabledModels(companyId, pool.connectorId, pool.disabledModels);
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}
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// Validate the CEO model selection against the now-persisted pool
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// scoped to this new company. Must run AFTER the pool is stored,
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// otherwise the validator sees an empty pool and accepts anything.
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const modelSelection = validateConnectorModelSelection(connectorPolicyDepsFromDb(db), companyId, selectedConnectorId, input.connectorModel ?? null);
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if (!modelSelection.ok) {
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throw new Error(modelSelection.error);
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}
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const workspaceId = createDefaultWorkspace(companyId, input.workspacePath);
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const goalTitle = input.goalTitle.trim();
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if (goalTitle) {
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db.entityCrud.saveGoal({
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companyId,
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title: goalTitle,
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description: input.goalDescription.trim() || `Achieve: ${goalTitle}`,
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status: "active",
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parentId: null,
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ownerAgentId: null,
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});
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}
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const ceoLocale = getLocale();
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const ceoId = db.agents.saveAgent({
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companyId,
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name: "CEO",
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role: "CEO",
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title: ceoLocale === "zh" ? "首席执行官" : "Chief Executive Officer",
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reportsTo: null,
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connectorId: selectedConnectorId,
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workspaceId,
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model: input.connectorModel?.trim() || null,
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capabilities: ceoLocale === "zh"
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? "高管领导力、战略规划、团队建设、目标分解、授权管理和组织运营。负责招募领导团队、制定战略，并协调公司所有运营活动。"
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: "Executive leadership, strategic planning, team building, goal decomposition, delegation, and organizational management. Responsible for hiring the leadership team, setting strategy, and coordinating all company operations.",
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budgetMonthlyUsd: 250,
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status: "idle",
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// CEO is pinned to the user's pick at onboarding. Never let the
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// dispatcher re-route it.
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modelStrategy: "explicit",
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roleLevel: "c_suite",
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});
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db.agents.setHeartbeat(ceoId, true, 120);
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db.settings.setCurrentCompany(companyId);
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seedDefaultAutomationRules(companyId);
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if (scanAndAssignSkills) {
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void scanAndAssignSkills(companyId, ceoId).catch((error) => {
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const message = error instanceof Error ? error.message : String(error);
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logger?.warn(`[onboarding] skill scan failed for agent ${ceoId}: ${message}`);
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});
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}
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const kickoff = createInitialExecutionLoop(companyId, workspaceId);
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db.activityMod.addActivity({
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companyId,
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actor: "board",
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action: "company.bootstrapped",
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entityType: "company",
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entityId: companyId,
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detail: `Bootstrapped from onboarding with connector ${selectedConnectorId}.`,
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});
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publishDomainChanged();
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return kickoff;
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}
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return {
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bootstrapOnboarding,
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};
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}
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