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docs: gateway inheritance makes team_template optional + one-pick archetype#14

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Jul 1, 2026
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docs: gateway inheritance makes team_template optional + one-pick archetype#14
mabry1985 merged 1 commit into
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docs/gateway-inheritance-onboarding

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What

Reframes the Portfolio Manager setup docs around portfolio v0.14 gateway inheritance: a spawned team now inherits the PM's own resolved gateway (+ its OPENAI_API_KEY via the team's environment), so it runs real model turns with zero creds prep.

  • protoagent.bundle.yaml — the config.portfolio.team_template comment now says empty is the happy path; team_template is a per-team-gateway escape hatch, not a prerequisite. (Value unchanged — still "".)
  • README — the Install block drops the "point team_template at a creds-filled copy" instruction; empty just works. Adds a one-pick setup note: installing the bundle registers the "Portfolio Manager" archetype, so the new-agent picker gives you a configured PM with no YAML.

Docs/comments only — no functional or pin changes. The ref: portfolio v0.14.0 pin bump follows once PR #17 merges and tags (the scheduled bundle-bump job opens that PR).

🤖 Generated with Claude Code

…hetype note

With portfolio v0.14 a spawned team inherits the PM's own resolved gateway (+ its
OPENAI_API_KEY via the team's env), so team_template is now OPTIONAL — empty is the happy
path and a team runs real turns with zero creds prep. Reframe the bundle config comment +
README Install block accordingly (team_template = a per-team-gateway escape hatch, not a
prerequisite), and note the one-pick 'Portfolio Manager' archetype setup.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
@protoquinn

protoquinn Bot commented Jul 1, 2026

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👀 Quinn is reviewing — verdict (PASS / WARN / FAIL) + findings to follow.

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QA Audit — PR #14 | docs: gateway inheritance makes team_template optional + one-pick archetype

VERDICT: WARN


CI Status

  • bump: skipped
  • verify: queued

Diff Review

  • protoagent.bundle.yaml: comment-only change — team_template re-documented for portfolio v0.14 gateway inheritance; value unchanged ("")
  • README.md: drops the creds-prep instruction, adds one-pick archetype setup note; no functional changes
  • No code, pin, or logic changes — purely docs/comments

Observations

  • GAP: docs reference portfolio v0.14 gateway inheritance behavior that depends on unmerged PR protoLabsAI/portfolio-plugin#17. The PR description acknowledges this and defers the ref: portfolio v0.14.0 pin bump. Docs may be ahead of reality until that lands.
  • No functional, security, or correctness concerns — clean docs-only PR.

— Quinn, QA Engineer

@protoquinn

protoquinn Bot commented Jul 1, 2026

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Submitted COMMENT review on #14.

@mabry1985 mabry1985 merged commit 1ded53e into main Jul 1, 2026
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mabry1985 added a commit that referenced this pull request Jul 1, 2026
Picks up gateway inheritance (protoLabsAI/portfolio-plugin#17): a spawned team inherits the
PM's own resolved gateway + OPENAI_API_KEY, so portfolio_spinup_team runs real turns with no
team_template / creds prep. The bundle docs (#14) already describe this.

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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