Reusable agent definitions authored as AGENTS.md (YAML frontmatter + a Markdown body that becomes
the agent's operating guide). Mirrors the skill library, including its review hardening.
- AgentProfile entity (OrgBoard): org-scoped + versioned by (OrganizationId, ProfileKey, Version),
NULLS NOT DISTINCT unique index; Origin Builtin|Authored|Installed; ProfileVisibility +
ProfileStatus with the Public⟹Published invariant enforced in Apply()/SetVisibility(). AGENTS.md
parser (YamlDotNet). AgentProfileWriter is the single upsert path (insert-only mode for install).
- Free builtins: AgentProfileSeeder seeds Aria (PO), Quill (QA), Edison (backend) on startup via a
new IStartupSeeder + SeederRunner (runs after migrations). Idempotent, null-org, visible to all.
- Endpoints (/api/orgboard/agent-profiles): upload, list (resolvable-winner order), get versions,
publish/unpublish, fork, marketplace (per-(key,version) AlreadyInLibrary), install (insert-only →
clean 409, no clobber). ConfigureAgents to author/manage; ViewBoard to browse; audited.
- Persona: Agent gains Persona; ConfigureAgent stores it; AgentRunContext carries it; PromptAssembler
injects it as "# Operating guide" (data, not instructions) so an applied profile shapes the run.
- Client: Agent profiles page (library + marketplace tabs, upload editor, publish/unlist/fork/install),
routed + in the nav.
Verified: ArchitectureTests 8/8, IntegrationTests 55/55 (new AgentProfilesTests: builtins seeded,
upload + validation, publish, cross-org marketplace list→install→private copy, duplicate 409, per-
version flag, Member 403; persona renders as the operating guide), client build green.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Agents can now use Model Context Protocol servers. End to end:
- SharedKernel seam IMcpGateway (ListToolsAsync / CallToolAsync) + McpToolDescriptor / McpToolResult,
so the Assembler discovers and can invoke MCP tools without referencing Integrations' tables.
- Integrations: McpServerConfig (org-scoped, owner-only; auth headers AES-GCM encrypted, never
returned — only their names) + AddMcpServers migration. McpClient: a dependency-free Streamable-HTTP
JSON-RPC 2.0 client (initialize → notifications/initialized → tools/list / tools/call), carrying the
Mcp-Session-Id and parsing both application/json and text/event-stream replies. McpGateway resolves
an org's servers, decrypts headers server-side, and is best-effort: an unreachable server is logged
and skipped, never failing the run. CRUD + connectivity-test endpoints (create/test/delete owner-only
via ManageApiKeys; list via ConfigureAgents to bind).
- OrgBoard: Agent gains McpServerIds (uuid[]; migration backfills existing agents to empty) flowing
through ConfigureAgent + AgentRunContext.
- Assembler: AgentRunExecutor lists the agent's MCP tools (best-effort) and PromptAssembler renders a
"# Tools (MCP)" catalog — labelled as data, never instructions — and records it in the run trace.
- Client: SeatsPage gains an MCP servers card (add/test/delete, encrypted auth header) and a per-agent
MCP server multi-select; api client gains del().
Note: discovery + the governed call gateway are in place now; the autonomous model-driven tool-call
loop (model emits tool_calls → gated execution → feedback) needs a tool-calling model client and is
the next increment — the stub model can't drive it.
Verified: ArchitectureTests 8/8, IntegrationTests 53/53 (McpClientTests: JSON-RPC handshake/session,
json + SSE; McpServerRegistryTests: owner-only, encrypted-header-never-returned, graceful test,
Member 403; PromptAssemblerMcpTests: catalog + trace, omitted when empty), client build green.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The object spine becomes definable (data model was designed-for from day one):
- Division and Product entities (Product carries kind: Product|Service, optional DivisionId);
Team gains nullable ProductId — pre-structure teams keep working. AddDivisionsAndProducts
migration; org-scoped validation; owner-only writes (audited); list endpoints.
- /structure page: define divisions, products/services (with division), teams (under a
product). Org chart now renders the full spine — org → divisions → products → teams →
seats — with parentless layers linking up to the org.
- BYOK custom URL: the SeatsPage model-connection form gains a Base URL field (provider
list: stub/openai/ollama/vllm/custom). Backend already supported it end to end —
ApiConfig.Endpoint flows into the OpenAI-compatible adapter ({base}/v1/chat/completions),
so any OpenAI-compatible gateway or self-hosted model works; the config list shows it.
Verified: ArchitectureTests 8/8, IntegrationTests 45/45 (new OrgStructureTests: spine
creation, kind tags, org-scoped validation 400s, Member 403), client build green.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
UI (daily-drivable now):
- Board: dnd-kit drag-and-drop between columns; click a card → task detail drawer (Sheet)
with status, member assignee picker, send-to-AI-seat dispatch, description/artifact,
parent/children navigation; seat-triad assignee chips (AI indigo monogram / human slate).
- Cartable page (the personal pending slice), Members & invitations page (invite + copy
join token; V1 sends no email), Review inbox now shows a word-level diff of your edits
vs the proposal (lib/diff.ts, LCS), Org chart page (React Flow: org → teams → seats in
the human/open/AI triad). Nav reordered; nothing left "soon".
Accountability & benchmarking:
- Identity: GET /members (directory + org role) and GET /invitations (with join token,
inviter-only) — the directory also resolves names client-side everywhere.
- OrgBoard: work_item_transitions recorded on every status change (AddWorkItemTransitions
migration); GET /performance — per assignee (human and AI on the same scale): pending by
column, done, worked hours (time in InProgress), avg cycle time (start of work → done),
plus the unassigned-pending count. Owner-level capability.
- Performance page: benchmark table merging board metrics with AI trust metrics (approval
rate + edit distance from analytics); flags work with no one accountable.
Verified: build green; ArchitectureTests 8/8; IntegrationTests 43/43 (new: directory,
invitations list + Member 403s, transition-derived worked-hours/cycle-time, unassigned
count); client npm build green (TS strict).
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Working memory (Memory module's first real code):
- MemoryEntry (schema "memory", vector(384), InitialMemory migration); TeamMemory implements
the SharedKernel ITeamMemory seam (embed-and-store on write, cosine recall on read);
GET /api/memory/search. HashingTextEmbedder promoted to SharedKernel (pure, deterministic;
swapped for ONNX/BYOK embedders later behind ITextEmbedder).
- Written on approval: Governance's approve stores an Approval/Correction entry per decision.
- Read at assembly: the executor recalls the team's top-3 relevant entries; the prompt gains
a "# Team memory" section (treated as data, not instructions).
The single V1 event trigger:
- IAgentDispatcher (SharedKernel) implemented by Assembler's AgentRunDispatcher (shared by
the API and triggers). OrgBoard's QaHandoffTrigger: a task hitting done creates a QA task
(provenance parent, assigned to the QA agent) and dispatches a run for the team's QA AI
seat. Guardrails: Test/Review tasks never re-trigger (no self-cascade) and a task hands
off at most once. Audited as handoff.triggered.
Analytics — the V1 verdict view:
- IBoardStats (SharedKernel) implemented by OrgBoard; GET /api/governance/analytics returns
approval rate, avg edit distance, per-agent metrics + edit-distance trend, tasks done.
- UI: /analytics — stat cards, per-agent table, recharts edit-distance trend per agent.
Verified: build green; ArchitectureTests 8/8; IntegrationTests 42/42 incl. the M6 acceptance
end to end — a dev marks a story done → Quill wakes via the handoff (QA task with provenance,
assigned to the agent) → drafts a test plan that waits in review → approve records the second
agent's edit distance → analytics show approval rate 100%, avg edit distance > 0, and trends
for BOTH Aria and Quill; memory written on Aria's corrected approval is recalled into her next
prompt; the guardrails hold. Client build green.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
SharedKernel:
- ActionRisk (risk lives on the action) + GatePolicy (the pure autonomy x risk matrix:
Read never holds, Draft/Publish hold unless Autonomous, Destructive ALWAYS holds).
- IActionGate (AgentActionProposal -> execute|hold) and IBoardWriter.AttachArtifactAsync.
Governance:
- ReviewItem (held action: artifact, child titles, trace, decision, edit distance) in a new
review_items table (AddReviewItems migration).
- ActionGate: hold -> ReviewItem + "action.held" audit; autonomous -> execute + audit.
- HeldActionExecutor: writes the artifact onto the task and creates the child tasks via
IBoardWriter (implemented by OrgBoard — no cross-module table access).
- Review inbox API: GET /api/governance/reviews (scope-filtered to where the caller may
approve), POST /reviews/{id}/approve (optional edited content/children -> normalized
edit distance recorded — the north-star metric), POST /reviews/{id}/sendback. Deciding
twice is 409; Members are 403.
Assembler:
- OutputParser (numbered-list child titles, conservative) and the executor now hands every
completed run's proposal to the gate.
OrgBoard: WorkItem.AttachArtifact + BoardWriter.AttachArtifactAsync.
Verified: build green; ArchitectureTests 8/8; IntegrationTests 41/41 incl. the full M5
acceptance — Aria (gated) proposes a spec, it waits in the inbox with its trace, a Member is
403'd, the owner edits-and-approves, the spec + four child stories land on the board, edit
distance > 0 is recorded and audited; Quill (autonomous) executes straight to the board;
destructive holds even for an autonomous seat and can be sent back. Plus the GatePolicy matrix.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
SharedKernel contracts (so Assembler stays decoupled): IAgentRunContextProvider (agent +
task) and ISkillCatalog (skill prompts by key). Implemented by OrgBoard (AgentRunContextProvider)
and Skills (SkillCatalog).
Assembler:
- PromptAssembler builds house-style + identity + the agent's skill bodies + the task, and
derives the primary action + risk from the agent's first skill. RAG/working-memory join at M6.
- AgentRunExecutor (real): resolve context + skills → assemble → resolve BYOK config (with
fallback) → call IModelClient → parse into action + risk → capture all on the AgentRun.
Verified: build green; ArchitectureTests 8/8; IntegrationTests 29/29 — incl. the M4 acceptance:
assigning a Spec task to Aria (PO, gated, stub BYOK) yields a Completed run with the assembled
prompt (skill body + task title), action "write-spec", risk "Draft", and model output. Nothing
executes — the gate is M5.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
OrgBoard: Agent entity (name, monogram, autonomy dial, ApiConfigId + optional fallback,
skill keys, docs) + AddAgents migration; one agent per seat. References Skills by key and
the BYOK config by id — never reaches into those modules.
Endpoints: POST/GET /api/orgboard/seats (create/list seats), POST/GET
/api/orgboard/seats/{id}/agent (configure/read the agent) — ConfigureAgents at [team, org].
Configuring an agent flips the seat to the AI state and points it at the agent; audited.
Verified: build green; ArchitectureTests 8/8; IntegrationTests 27/27 incl. the M3 acceptance
flow — owner adds a BYOK config, then configures "Aria" (gated autonomy, skills, that config)
on a seat, flipping it to AI, with the key never exposed.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
OrgBoard module (references SharedKernel only; RBAC via ICurrentUser/IPermissionService):
- Organization, Team, Seat (human/open/ai), WorkItem (board task: type, status, assignee,
parent) entities; internal OrgBoardDbContext (schema "orgboard") + InitialOrgBoard
migration; design-time factory. (WorkItem avoids the System.Threading.Tasks.Task clash.)
- Endpoints under /api/orgboard, every mutation permission-checked at the scope chain
[team, org]: POST /organizations, POST/GET /teams, POST /tasks, GET /board (columns
backlog->in progress->in review->done), PATCH /tasks/{id}/move, /assign, GET /cartable.
Test isolation: integration tests now use IClassFixture so each class gets its own
pgvector container (the bootstrap-once rule made a shared container collide).
Verified: build green; ArchitectureTests 8/8 (OrgBoard references only SharedKernel);
IntegrationTests 12/12 incl. a new board flow — owner sets up org+team, creates/moves/
assigns a task, sees it on the board and in the cartable; an invited Member can view the
board but is 403'd from creating a team.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Stand up the modular-monolith skeleton per docs/V1_BUILD_PLAN.md: one .NET 10
solution with web + worker hosts sharing seven interface-bounded module projects,
PostgreSQL 17 + pgvector via EF Core 10, a React 19 + Vite SPA built into wwwroot,
and Docker Compose for one-command local dev. Skeleton only — no feature code.
Architecture
- One project per module (OrgBoard, Identity, Skills, Assembler, Governance,
Memory, Integrations); each is its own assembly so non-public types (entities,
DbContext) are invisible across modules at compile time.
- TeamUp.Bootstrap is the only library that references all modules; both hosts
reference only Bootstrap. SharedKernel/Infrastructure never reference modules.
- IModule seam: Register(...) runs in both hosts; MapEndpoints(...) only in web.
- PlatformDbContext owns the pgvector extension + the seven module schemas
(InitialPlatform migration); MigrationRunner applies it then any module context.
- One image, two roles selected by RUN_MODE at the Docker entrypoint.
Verified
- dotnet build green (nullable + warnings-as-errors).
- ArchitectureTests 8/8 — reflection-based boundary rules (no module -> module,
-> Infrastructure, -> Bootstrap, or -> host references).
- IntegrationTests 10/10 — Testcontainers boots the host against real pgvector:
migration applies, vector extension + 7 schemas exist, /health 200, every
/api/<module>/ping 200, /openapi/v1.json served.
- client builds clean (Vite 6 — pinned for Node 22.3.0; Vite 8 needs Node >=22.12).
Packages and base images route through the Nexus mirror (mirror.soroushasadi.com),
reachable from Iran when nuget.org / Docker Hub / MCR are not. CI is intentionally
deferred to a later session.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
soroush.asadi