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docs(soul): true-up roxy's loop to the current portfolio surface#4

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docs/soul-true-up-portfolio-v014
Jul 2, 2026
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docs(soul): true-up roxy's loop to the current portfolio surface#4
mabry1985 merged 1 commit into
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docs/soul-true-up-portfolio-v014

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The SOUL predates two portfolio-plugin capabilities roxy now has:

  • Prebuilt team archetypes (portfolio v0.12) — portfolio_spinup_team(name, archetype=…): one-word spinup for often-used repos, freshened on the repo's default branch at spawn.
  • Board enumeration/readportfolio_boards / portfolio_board_read, the know-your-boards primitives underneath the rollup.

Both folded into the "How I work" loop; values/communication unchanged.

🤖 Generated with Claude Code

Adds the two capabilities the persona predates: prebuilt team archetypes
(one-word spinup, freshened on spawn — portfolio v0.12) and the board
enumeration/read tools (portfolio_boards / portfolio_board_read).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
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protoquinn Bot commented Jul 2, 2026

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

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QA Audit — PR #4 | docs(soul): true-up roxy's loop to the current portfolio surface

VERDICT: WARN (non-terminal CI — 5 checks still in progress; re-review once CI settles)


CI Status

  • build: ⏳ in_progress
  • Lint (ruff + import contracts): ✅ success
  • Python tests: ⏳ in_progress
  • Verify workspace config: ✅ success
  • A2A live smoke (lean tier): ⏳ in_progress
  • Fleet integration (multi-instance): ⏳ in_progress
  • Web E2E smoke: ⏳ in_progress
  • gitleaks (tree): ✅ success

Diff Review

  • Docs-only change to config/SOUL.md — no code, no risk.
  • Spinup section expanded to document prebuilt archetype kwarg (accurate per portfolio v0.12).
  • New "Know my boards" bullet adds portfolio_boards / portfolio_board_read (accurate).
  • Dispatch bullet tightened to clarify "to a team's board" — consistent with the new board-awareness language.

Observations

  • No findings. Clean docs update, clear prose, no regressions. Pending CI terminal-green for formal PASS.

— Quinn, QA Engineer

@protoquinn

protoquinn Bot commented Jul 2, 2026

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Submitted COMMENT review on protoLabsAI/roxy#4. Clean docs-only diff, no findings — pending terminal CI for formal approval.

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CI terminal-green, no blockers on prior review — auto-approving on green (protoLabsAI#748).

@mabry1985 mabry1985 merged commit 94d2dcc into main Jul 2, 2026
9 checks passed
@mabry1985 mabry1985 deleted the docs/soul-true-up-portfolio-v014 branch July 2, 2026 08:43
mabry1985 added a commit that referenced this pull request Jul 4, 2026
… off by default (protoLabsAI#1681) (protoLabsAI#1682)

Field failure (the Windows saga's problem #4): the gateway's embedding route
hung (Cloudflare 524) and every chat turn spun — recall runs pre-model, the
embeddings client carried the OpenAI SDK defaults (600s timeout + 2 retries),
and the knowledge breaker only counts RETURNED failures, so it never tripped.

- graph/llm: dedicated 8s request_timeout + max_retries=0 on the shared
  embeddings client. The gateway owns retries/fallbacks; app-side retries only
  multiplied the hang.
- knowledge/hybrid_store: warm_probe()/_probe_once() — an off-thread route
  probe at store construction opens the breaker IMMEDIATELY on failure, so the
  first turn of an outage pays nothing (previously the first breaker_threshold
  turns each ate the full transport hang, again after every cooldown).
- Default flip: knowledge.embeddings True -> False. Out of the box the app
  must not depend on an optional gateway route; keyword FTS5 recall works
  everywhere. Opt-in is one Settings > Knowledge toggle (or
  knowledge.embeddings: true); explicit configs unaffected. Example config,
  golden, docs trued up.

Closes protoLabsAI#1681.

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
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