docs: sync documentation with 2026-04-14 tick-7 merges (#74, #75, #76)

- CLAUDE.md: Go test count 731 → 740; migration count 16 → 23; workspace_schedules.source column documented in Database section. - PLAN.md: new "Recently launched (2026-04-14 tick-7)" section for PRs #74/#75/#76 and closed issues #24/#51. - docs/edit-history/2026-04-14.md: per-PR breakdown of tick-7 merges. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-14 14:43:16 -07:00 · 2026-04-14 14:43:16 -07:00 · 1dabb35e17
commit 1dabb35e17
parent 07a5ca3c51
3 changed files with 80 additions and 2 deletions
--- a/CLAUDE.md
+++ b/CLAUDE.md
@ -216,7 +216,7 @@ OPENAI_API_KEY=... bash scripts/test-team-e2e.sh           # E2E: Multi-template

 ### Unit Tests
 ```bash
-cd platform && go test -race ./...               # 731 Go tests (handlers, registry, provisioner, CLI, delegation, org, channels, wsauth — sqlmock + miniredis; +2 on 2026-04-14 tick-4 for TestSetGlobal_* / TestDeleteGlobal_* auto-restart branches (#64); +4 on 2026-04-14 tick-4 for TestRestartContext_* covering the synthetic restart-context A2A message (#65); +5 on 2026-04-14 tick-6 for TestPlugins_* covering the new UNION + `!`/`-` opt-out semantics in org.go mergePlugins (#71, resolves issue #68); raw PASS-line count is higher due to table-driven subtests)
+cd platform && go test -race ./...               # 740 Go tests (handlers, registry, provisioner, CLI, delegation, org, channels, wsauth — sqlmock + miniredis; +2 on 2026-04-14 tick-4 for TestSetGlobal_* / TestDeleteGlobal_* auto-restart branches (#64); +4 on 2026-04-14 tick-4 for TestRestartContext_* covering the synthetic restart-context A2A message (#65); +5 on 2026-04-14 tick-6 for TestPlugins_* covering the new UNION + `!`/`-` opt-out semantics in org.go mergePlugins (#71, resolves issue #68); +9 on 2026-04-14 tick-7 for TestCategoryRouting_* / TestAppendYAMLBlock_* (#75) + TestRuntimeSchedule_HasSourceRuntime / TestImport_OrgScheduleSQLShape / TestList_IncludesSourceColumn (#76); raw PASS-line count is higher due to table-driven subtests)
 cd canvas && npm test                            # 357 Vitest tests (store, components, hydration, buildTree, secrets API, org template import, ConfirmDialog singleButton + 7 native-dialog replacements)
 cd workspace-template && python -m pytest -v     # 1140 pytest tests (adds platform_auth token store for Phase 30.1, memory_write activity logging)
 cd sdk/python && python -m pytest -v              # 132 SDK tests (agentskills.io spec validator, CLI, AgentskillsAdaptor round-trip, workspace/org/channel validators, RemoteAgentClient Phase 30 flows)
@ -410,7 +410,7 @@ Agents can auto-execute a prompt on startup before any user interaction. Configu

 ## Database

-16 migration files in `platform/migrations/`. Key tables: `workspaces` (core entity with status, runtime, agent_card JSONB, heartbeat columns, current_task, awareness_namespace, workspace_dir), `canvas_layouts` (x/y position), `structure_events` (append-only event log), `activity_logs` (A2A communications, task updates, agent logs, errors), `workspace_schedules` (cron tasks with expression, timezone, prompt, run history), `workspace_channels` (social channel integrations — Telegram, Slack, etc., with JSONB config and allowlist), `agents`, `workspace_secrets`, `global_secrets`, `agent_memories` (HMA scoped memory), `approvals`.
+23 migration files in `platform/migrations/` (up to `022_workspace_schedules_source` — 2026-04-14 tick-7, PR #76). Key tables: `workspaces` (core entity with status, runtime, agent_card JSONB, heartbeat columns, current_task, awareness_namespace, workspace_dir), `canvas_layouts` (x/y position), `structure_events` (append-only event log), `activity_logs` (A2A communications, task updates, agent logs, errors), `workspace_schedules` (cron tasks with expression, timezone, prompt, run history, and `source` — `'template'` for org/import-seeded, `'runtime'` for Canvas/API-created; org/import is additive and only refreshes template-source rows on re-import), `workspace_channels` (social channel integrations — Telegram, Slack, etc., with JSONB config and allowlist), `agents`, `workspace_secrets`, `global_secrets`, `agent_memories` (HMA scoped memory), `approvals`.

 The platform auto-discovers and runs migrations on startup from several candidate paths.

--- a/PLAN.md
+++ b/PLAN.md
@ -239,6 +239,11 @@ point for "what else is out there."
 - **GitHub issue #15** — Provisioner: auto-refresh `CLAUDE_CODE_OAUTH_TOKEN` from `global_secrets` on workspace restart → **DONE** via PR #64 (`SetGlobal` / `DeleteGlobal` now fan out `RestartByID` to every affected workspace).
 - **GitHub issue #19 Layer 1** — Platform-generated restart context → **DONE** via PR #65 (synthetic A2A `message/send` with `metadata.kind=restart_context`, `system:restart-context` caller prefix, 30s re-register wait). Layer 2 deferred to issue #66 (see Backlog item 15 above).

+### Recently launched (2026-04-14 tick-7)
+- **GitHub issue #24** — Runtime-added workspace_schedules drift on org re-import → **DONE** via PR #76 (new `source` column on `workspace_schedules` via migration `022`; org/import now upserts with `ON CONFLICT (workspace_id, name) DO UPDATE ... WHERE source='template'`, so runtime-added rows survive re-imports; legacy rows backfilled to `'template'`; +3 tests).
+- **GitHub issue #51** — PM hardcoded audit-category routing → **DONE** via PR #75 (generic `category_routing:` block in `org-templates/<name>/org.yaml` `defaults` + per-workspace override; rendered into each workspace's `config.yaml` via `renderCategoryRoutingYAML` using `yaml.Node` + `yaml.Marshal` for safe escaping; PM prompt replaced with generic config-lookup; +6 tests).
+- **PR #74** — `org-templates/molecule-dev/org.yaml` role overrides shrunk to just the deltas now that UNION semantics (PR #71) are in effect — removes verbose re-listing of defaults across PM, Research Lead, Research sub-roles, Security Auditor, UIUX Designer.
+
 ### Recently launched (2026-04-14 tick-6)
 - **GitHub issue #68** — Per-workspace `plugins:` REPLACE semantics caveat → **DONE** via PR #71 (`mergePlugins` helper in `platform/internal/handlers/org.go` now UNIONs per-workspace with `defaults.plugins`; `!plugin` or `-plugin` prefix on a per-workspace entry opts a default out; +5 `TestPlugins_*` tests). Role overrides in `org-templates/*/org.yaml` can now declare just the delta instead of restating every default.

--- a/docs/edit-history/2026-04-14.md
+++ b/docs/edit-history/2026-04-14.md
@ -389,3 +389,76 @@ tick-5 section of this file (see above). Nothing to re-sync here.
 - `README.md` / `README.zh-CN.md` — no change (semantics are internal
  to org-template resolution).

+
+## Summary — tick-7: DB-authoritative schedules (#76), generic category_routing (#75), template cleanup (#74)
+
+Four merges this tick: PR #73 (docs sync tick-6), PR #74 (template plugin
+cleanup), PR #75 (category_routing for #51), PR #76 (schedules source column
+for #24). The latter two close GitHub issues #51 and #24.
+
+### PR #76 — `fix(org): DB-authoritative schedules; additive org/import (#24)`
+Merge commit `07a5ca3c`. Closes #24.
+- New migration `022_workspace_schedules_source.{up,down}.sql` adds a `source`
+  TEXT column (`'template'` | `'runtime'`) with a CHECK constraint and a
+  unique `(workspace_id, name)` index. Legacy rows are backfilled to
+  `'template'` before the column is flipped `NOT NULL DEFAULT 'runtime'`.
+- Import SQL is extracted to `const orgImportScheduleSQL` in `org.go` and
+  upserts with `ON CONFLICT (workspace_id, name) DO UPDATE ... WHERE
+  workspace_schedules.source = 'template'` — runtime-added schedules with
+  colliding names survive re-imports.
+- `schedules.Create` writes `source='runtime'` explicitly; `schedules.List`
+  returns the field (with `json:",omitempty"` so old clients don't see
+  an empty string).
+- +3 tests: `TestRuntimeSchedule_HasSourceRuntime`,
+  `TestImport_OrgScheduleSQLShape` (asserts against the const directly,
+  no file-scraping), `TestList_IncludesSourceColumn`.
+
+### PR #75 — `feat(platform): generic category_routing replaces hardcoded audit dispatch (#51)`
+Merge commit `dee5322d`. Closes #51.
+- `OrgDefaults` + `OrgWorkspace` gain `CategoryRouting map[string][]string`.
+  Merge semantics: workspace keys replace defaults' value for the same key
+  (empty list drops the key); new keys are added.
+- `renderCategoryRoutingYAML` builds a deterministic YAML block via
+  `yaml.Node` + `yaml.Marshal` (sorted keys; YAML library handles escaping
+  of role names with reserved chars).
+- New `appendYAMLBlock` helper guarantees a newline boundary when
+  concatenating YAML fragments into `config.yaml`; applied to both the
+  `category_routing` and `initial_prompt` appends.
+- `org-templates/molecule-dev/org.yaml` gets a `defaults.category_routing`
+  block; `pm/system-prompt.md` replaces the hardcoded role-mapping table
+  with a generic config-lookup pattern ("read `/configs/config.yaml`,
+  look up `category_routing[<category>]`").
+- +6 tests covering parse, union-with-defaults, integration into workspace
+  config, YAML-specials escaping, empty-renders-nothing, and the newline
+  guard.
+
+### PR #74 — `chore(template): simplify per-role plugin lists using #71 union semantics`
+Merge commit `20068196`. Follow-up to PR #71.
+- `org-templates/molecule-dev/org.yaml` PM, Research Lead + 3 sub-roles,
+  Security Auditor, UIUX Designer role overrides shrunk to just the
+  deltas (e.g. PM goes from 11 entries to `[molecule-workflow-triage,
+  molecule-workflow-retro]`; Research roles go from 10 entries to
+  `[browser-automation]`).
+- No platform changes; relies on UNION semantics landed in PR #71 (tick-6).
+
+### PR #73 — `docs: sync documentation with 2026-04-14 tick-6 merges (#71, #72)`
+Merge commit `911580c6`. Routine docs sync for the prior tick.
+
+### File deltas
+- `CLAUDE.md` — Go test count 731 → 740; migration count 16 → 23; added
+  `workspace_schedules.source` note in the Database section.
+- `PLAN.md` — new "Recently launched (2026-04-14 tick-7)" section.
+- `platform/internal/handlers/org.go` — `OrgDefaults.CategoryRouting`,
+  `OrgWorkspace.CategoryRouting`, `mergeCategoryRouting`,
+  `renderCategoryRoutingYAML`, `appendYAMLBlock`, `orgImportScheduleSQL`
+  const, schedules upsert wired to the const.
+- `platform/internal/handlers/schedules.go` — `scheduleResponse.Source`,
+  `Create` inserts with `source='runtime'`, `List` reads `source`.
+- `platform/internal/handlers/schedules_test.go` — new file.
+- `platform/internal/handlers/org_test.go` — `TestCategoryRouting_*`
+  + `TestAppendYAMLBlock_NewlineGuard`.
+- `platform/migrations/022_workspace_schedules_source.{up,down}.sql` — new.
+- `org-templates/molecule-dev/org.yaml` — `defaults.category_routing`
+  added; per-role plugin lists trimmed to deltas.
+- `org-templates/molecule-dev/pm/system-prompt.md` — hardcoded category
+  table replaced with generic config-lookup instructions.