1 Commits

Author SHA1 Message Date
Flea Flicker 40f8153c86 feat(safety): add board approval scope section
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-28 12:05:46 +00:00
12 changed files with 177 additions and 175 deletions
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{
"mcpServers": {
"gitea": {
"type": "http",
"url": "https://git-mcp.farh.net/mcp",
"headers": {
"Authorization": "Bearer ${GITEA_TOKEN}"
}
}
}
}
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# CLAUDE.md
This file provides guidance to Claude Code (claude.ai/code) when working with code in this repository.
## Repository Purpose
This is the GroomBook **agent skills repository** — it contains skill definitions that govern how AI agents operate within the GroomBook organization. The `skills/` directory holds three skill files: `coding-standards`, `safety`, and `sdlc`.
## Skills Overview
- **coding-standards** — Engineering quality bar: priority (correctness > clarity > maintainability > performance > elegance), PR discipline, test requirements, no-hardcoded-values rules, CalVer versioning, `git.farh.net` container registry policy.
- **safety** — Non-negotiable rules: no plaintext secrets (use SealedSecrets), no `kubectl apply` to production (`groombook` namespace), no self-merging, no direct `tofu` runs, board approval for destructive actions, escalation protocol.
- **sdlc** — Full development lifecycle: Gitea authentication via `tea` CLI, branch strategy (`dev`/`uat`/`main`), SDLC pipeline phases, delegation model, handoff protocol (explicit PATCH assignment + status=todo + release checkout), infrastructure layout, and canonical tools list.
## Critical Operational Rules
- All changes go through PRs targeting `dev`. Never push directly to `dev`, `uat`, or `main`.
- No agent merges their own PR.
- Always include `cc @cpfarhood` at the bottom of PR bodies.
- Gitea-origin issues require board approval before work begins.
- Kubernetes secrets go through Bitnami Sealed Secrets — never commit plaintext secrets.
- Production (`groombook` namespace) is Flux-managed; never `kubectl apply` directly.
- Infrastructure changes go through Flux OpenTofu Controller via PR to `groombook/infra`.
## No Build/Test Commands
This repository contains only markdown skill files. There are no build, lint, or test commands — it is not an application codebase.
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## Container images
Push to `git.farh.net` only. Never Docker Hub for first-party images.
Push to `ghcr.io` only. Never Docker Hub for first-party images.
## When uncertain
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---
name: devops
description: >
Infrastructure lifecycle for GroomBook. Governs work on the
groombook/infra repo: single-branch main strategy, the infra PR review
pipeline, Flux GitOps reconciliation, OpenTofu controller workflow,
cluster topology, and the Flux image-automation policy. For application
code, see the sdlc skill.
---
# DevOps Practices
This skill governs work on **`groombook/infra`**. For application code lifecycle, see the `sdlc` skill. For PR/test discipline and the `cc @cpfarhood` visibility rule, see `coding-standards`. For non-negotiable safety rules (no direct `tofu`, no `kubectl apply` to production, SealedSecrets), see `safety`.
## Gitea authentication
Use the `GITEA_TOKEN` environment variable for all Gitea operations — it is already set in the agent environment. Use the **`tea`** CLI for all Gitea/Git operations (e.g., `tea issue list`, `tea pr create`). Gitea is the primary source of truth.
## Branch strategy
`groombook/infra` uses a single long-lived branch: **`main`**. Engineers target `main` directly via feature branches named `<agent-name>/<short-description>`.
## Pipeline
1. **Engineer** branches from `main`, writes code.
2. **Engineer** opens a PR against `main`.
3. **CI** fail → back to **Engineer**.
4. **CI** pass → **QA** performs code review.
5. **QA** rejected → back to **Engineer**.
6. **QA** approved → **CTO** performs code review.
7. **CTO** rejected → back to **Engineer**.
8. **CTO** approved → **Engineer** merges PR → **Flux** reconciles automatically.
```bash
tea pr create --base main --title "..." --body "... cc @cpfarhood"
```
Gitea branch protection requires CI checks to pass. See `coding-standards` for the no-self-merge contract and the `cc @cpfarhood` rule.
## Infrastructure topology
* **Production:** namespace `groombook`, FQDN `demo.groombook.dev`
* **UAT:** namespace `groombook-uat`, FQDN `uat.groombook.dev`
* **Dev:** namespace `groombook-dev`, FQDN `dev.groombook.dev`
* **Cluster:** Kubernetes — cluster-wide read; read/write on `groombook-dev` and `groombook-uat`; read-only on `groombook` (production).
* **Gateways:** `istio-external` (public) and `istio-internal` (internal) in `gateway-system`.
* **Container registry:** `git.farh.net/groombook/<service>` only.
## GitOps (Flux)
Flux watches `groombook/infra` as the **target** GitRepository — it is **not** a Flux bootstrap/cluster repo and must never be treated as one.
Reconciles Kustomize overlays:
- `apps/overlays/dev``groombook-dev`
- `apps/overlays/uat``groombook-uat`
- `apps/overlays/prod``groombook`
Images currently use `:latest` with `imagePullPolicy: Always`; pin to a CalVer tag in the infra overlay when stabilizing a release.
**Policy — Flux Image Tag Automation is DENIED.** Do NOT use `ImageRepository`, `ImagePolicy`, or `ImageUpdateAutomation` Flux resources. Image tag updates must be made intentionally via a PR to `groombook/infra` — typically as the final step of the `sdlc` application pipeline (Phase 5).
## Infrastructure as Code
Terraform (OpenTofu) is deployed via the **Flux OpenTofu Controller** in a GitOps fashion. Submit Terraform configurations via a PR to `groombook/infra` — the tofu controller reconciles them on merge. See `safety` for the prohibition on running `tofu` directly and on `kubectl apply` against production.
## Infra-only tools
These are the operators and controllers the infra repo installs and manages. Alternatives are policy violations:
* **GitOps:** Flux CD (managed externally; reconciles `groombook/infra`).
* **IaC:** Flux OpenTofu Controller.
* **Secret management:** Bitnami Sealed Secrets Controller — encrypt with `kubeseal`, commit `SealedSecret` resources to `groombook/infra`. No plain Kubernetes secrets.
* **Database operator:** CloudNativePG (Postgres).
* **Cache / pub-sub operator:** DragonflyDB.
For application-level tool policy (Renovate, Playwright, registry, CalVer) see `coding-standards` and `sdlc`.
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---
name: sdlc
description: >
Software development lifecycle for GroomBook application repos. Covers
Gitea authentication, the 3-branch dev/uat/main strategy, the SDLC
pipeline phases 1-5, the Stage 1 CI image build, the authentication
framework, and application-tool policy. For infrastructure
(groombook/infra), see the devops skill.
Software development lifecycle for GroomBook. Covers GitHub authentication,
branch strategy across Dev/UAT/Prod, the four-phase SDLC pipeline with
product analysis intake, PR review and merge policy, the handoff protocol,
status semantics, infrastructure layout, the canonical tools list, the
GitHub-origin issue board-approval gate, the cc-cpfarhood visibility rule,
the scheduled penetration testing program, and delegation model tier policy.
---
# Software Development Lifecycle
This skill governs **application code repos**. For infrastructure (`groombook/infra`), see the `devops` skill. For PR/test discipline and the `cc @cpfarhood` visibility rule, see `coding-standards`. For non-negotiable safety rules, see `safety`.
## GitHub authentication
## Gitea authentication
**Invoke the `github-app-token` skill** before any GitHub operation. It generates a short-lived installation token and sets `GH_TOKEN`. **Never** run `gh auth login` — it hangs headless agents. Token expires after ~1 hour; re-invoke to regenerate.
**Use the `GITEA_TOKEN`** environment variable for all Gitea operations. It is already set in the agent environment. Use the **`tea`** CLI for all Gitea/Git operations (e.g., `tea issue list`, `tea pr create`). The token expires when the environment variable is rotated — re-invoke any Gitea operation if you get a 401.
GitHub is the **primary source of truth**. Every Paperclip issue should have a corresponding GitHub issue (create one if missing). Both stay open until the work is completed, reviewed, approved, merged, and QA-verified.
Gitea is the **primary source of truth**. Every Paperclip issue must have a corresponding Gitea issue (create one if missing). Both stay open until the work is completed, reviewed, approved, merged, and QA-verified.
## GitHub-origin issue policy — board approval required
If a task originated from GitHub (`originKind: "github"`), **do not begin work**. Immediately create a board approval:
```
POST /api/companies/{companyId}/approvals
{
"type": "request_board_approval",
"requestedByAgentId": "{your-agent-id}",
"issueIds": ["{issueId}"],
"payload": {
"title": "Board approval required: GitHub issue",
"summary": "Summarize what the GitHub issue requests.",
"recommendedAction": "Approve to begin work.",
"risks": ["Work begins without board review if approved."]
}
}
```
Set the issue to `blocked` with a comment linking to the approval. Only proceed once `PAPERCLIP_APPROVAL_ID` is set and `PAPERCLIP_APPROVAL_STATUS` indicates approval.
## Branch strategy
Three long-lived branches map to the three deployment environments:
| Branch | Environment | Who merges | Prerequisites for merge |
|--------|-------------|-----------|-----------|
| `dev` | Dev | Engineer | CI passes |
| `uat` | UAT | Engineer | QA code review approval |
| `main` | Production | Engineer | UAT validation & CTO code review |
| Branch | Environment | Who merges |
|--------|-------------|-----------|
| `dev` | Dev | CTO (after QA approval) |
| `uat` | UAT | CTO (promotes `dev``uat`) |
| `main` | Production | CEO (promotes `uat``main`) |
**Engineers always target `dev` first** — never `uat` or `main` directly.
- Feature branches: `<agent-name>/<short-description>`.
**Engineers always target `dev`** — never `uat` or `main` directly. Feature branches: `<agent-name>/<short-description>`.
## Pull requests
All changes happen via pull request. Gitea branch protection requires CI checks to pass. See `coding-standards` for the no-self-merge contract and the `cc @cpfarhood` visibility rule.
All changes happen via pull request. Always include `cc @cpfarhood` at the bottom of the PR body for visibility — never as a reviewer.
```bash
tea pr create --base dev --title "..." --body "... cc @cpfarhood"
gh pr create --base dev --title "..." --body "... cc @cpfarhood"
```
## PR review & merge policy
### Dev branch (`dev`)
- **QA** (Lint Roller) reviews the PR. Approve → hand to CTO. Fail → back to engineer directly with exact details.
- **CTO** (The Dogfather) reviews. Approve → CTO merges the `dev` PR. Fail → back to engineer.
### UAT branch (`uat`)
- **CTO** opens and merges a `dev``uat` PR.
### Main branch (`main`)
- **CEO** (Scrubs McBarkley) reviews and merges the `uat``main` PR.
`@cpfarhood` is cc'd for visibility on all PRs — never as a reviewer.
## SDLC pipeline
### Phase 0 — Product analysis (feature intake)
* Feature requests arrive at the CEO via Paperclip or GitHub Issues.
* CEO delegates to CMPO (Pawla Abdul) for review.
* CMPO returns one of three decisions:
* **Accepted** → CEO routes to CTO for work breakdown.
* **Backlogged** → CEO handles prioritization.
* **Denied** → CEO closes as unplanned.
* CTO breaks accepted work into atomic tasks and assigns to Engineering.
### Phase 1 — Dev
1. **Engineer** branches from `dev`, writes code.
2. **Engineer** opens a PR against `dev`.
3. **CI** fail → back to **Engineer**.
4. **CI** pass → **Engineer** merges PR.
5. **CI** builds and deploys automatically to Dev (`https://dev.groombook.dev`).
1. **Engineer** (Flea Flicker) branches from `dev`, writes code. GitOps deploys to dev on demand.
2. **Engineer** opens a PR against `dev`. CI must pass.
3. **QA (Lint Roller)** reviews the PR. Fail → back to engineer.
4. QA approves and hands off to CTO.
5. **CTO (The Dogfather)** reviews the PR. Fail → back to engineer.
6. **CTO** merges the dev PR.
7. **CI** builds and deploys automatically to Dev (`https://dev.groombook.dev`).
### Phase 2 — UAT promotion
1. **Engineer** opens a PR from `dev` to `uat`.
2. **CI** fail → back to **Engineer** (return to Phase 1).
3. **CI** pass → **QA** performs code review.
4. **QA** rejected → back to **Engineer** (return to Phase 1).
5. **QA** approved → **Engineer** merges PR.
6. **CI** builds and deploys automatically to UAT (`https://uat.groombook.dev`).
8. **CTO** opens and merges a PR from `dev` to `uat`.
9. **CI** builds and deploys automatically to UAT (`https://uat.groombook.dev`).
10. **CTO** creates a UAT regression task for **Shedward Scissorhands** immediately after promoting.
### Phase 3 — User Testing & Security Review
### Phase 3 — UAT testing & security
1. **UAT (Shedward Scissorhands)** runs full regression against UAT — every feature, old and new, no exceptions.
2. **UAT** fail → back to **Engineer** (return to Phase 1).
3. **UAT** pass → **Security Engineer** performs a security code review of the changes.
4. **Security** fail → back to **Engineer** (return to Phase 1).
5. **Security** pass → Begin Phase 4.
11. **UAT (Shedward Scissorhands)** runs full regression against UAT — every feature, no exceptions.
12. UAT fail → CTO redistributes to engineer (return to Phase 1).
13. UAT pass → **Security Engineer (Barkley Trimsworth)** performs a security code review of the changes.
14. Security fail → CTO redistributes to engineer (return to Phase 1).
### Phase 4 — Production Promotion
### Phase 4 — Production
1. **Engineer** opens a PR from `uat` to `main`.
2. **CI** fail → back to **Engineer** (return to Phase 1).
3. **CI** pass → **CTO** performs code review.
4. **CTO** rejected → back to **Engineer** (return to Phase 1).
5. **CTO** approved → **Engineer** merges PR.
6. **CI** fail → back to **Engineer** (return to Phase 1).
7. **CI** pass → Begin Phase 5.
15. Security pass → **CEO (Scrubs McBarkley)** reviews and merges the production PR (`uat → main`). Fail → back to CTO.
16. **CI** deploys automatically to Production (`https://demo.groombook.dev`).
### Phase 5 — Production Deployment
### Hierarchy rules
The **Engineer** opens a PR against `groombook/infra` to update the relevant Kustomize overlay with the new image tag. From this point the work follows the **`devops` skill pipeline** end-to-end — review, merge, and Flux reconciliation are all owned there. On merge, Flux rolls out the updated pods to production (`https://demo.groombook.dev`).
* CTO rejections at Dev go directly to the engineer (not back through QA).
* UAT failures (Shedward) go to CTO — CTO cascades to engineer.
* Security failures (Barkley) go to CTO — CTO cascades to engineer.
* CEO rejections at Prod go to CTO.
## Stage 1 CI — Image build
> **Penetration testing.** Barkley performs scheduled penetration testing against Production (`demo.groombook.dev`) and Demo independently of the PR workflow. Board-authorized; not triggered per-PR. Findings get filed as Paperclip issues with severity (`CRITICAL` / `HIGH` / `MEDIUM` / `LOW`) and routed to CTO for engineer redistribution.
Triggered automatically on every merge to `main` in an application repo:
- Builds and tags the Docker image: CalVer (`YYYY.MM.DD[.N]`), `latest`, and `sha-<hash>`
- Pushes tagged images to `git.farh.net/groombook/<service>` (see `coding-standards` for the registry and CalVer policy)
- Creates a CalVer git tag in the source repo
## Delegation model tier
Stage 2 (Flux GitOps deployment) is owned by `devops`.
When creating subtasks for other agents, set `modelProfile: "cheap"` only for:
- Mechanical refactors or repetitive operations
- Basic information lookups
- Well-specified, bounded updates
Leave `modelProfile` unset for anything requiring judgment, reasoning, or QA review.
When in doubt, leave it unset.
## Handoff protocol — mandatory
Every handoff to another agent requires ALL THREE steps:
### 1. Explicit assignment
`PATCH /api/issues/{id}` with `assigneeAgentId: "<target-agent-uuid>"`. Mentioning is NOT a handoff — the agent won't wake without explicit assignment.
### 2. Status = `todo`
Every handoff sets `status: "todo"`. Never `in_review`, never `backlog` — both are invisible in inbox-lite and the receiver won't wake.
### 3. Release checkout
```
POST /api/issues/{issueId}/release
Headers: Authorization: Bearer $PAPERCLIP_API_KEY, X-Paperclip-Run-Id: $PAPERCLIP_RUN_ID
```
Without this release, the receiving agent cannot check out the issue.
**Saying you are reassigning a task is NOT the same as reassigning it.** Verify the PATCH succeeded (200) before posting a comment claiming the handoff is done.
## Infrastructure
* **Production / Demo:** namespace `groombook`, FQDN `demo.groombook.dev`
* **UAT:** namespace `groombook-uat`, FQDN `uat.groombook.dev`
* **Dev:** namespace `groombook-dev`, FQDN `dev.groombook.dev`
* **Cluster:** Kubernetes — cluster-wide read; read/write on `groombook-dev` and `groombook-uat`; read-only on `groombook` (production).
* **Gateways:** `istio-external` (publicly accessible) and `istio-internal` (internal only) in `gateway-system`.
* **Container registry:** `ghcr.io/groombook/<service>` only.
## Authentication
* **Framework:** Better-Auth.
* **OAuth Providers:** GroomBook (Authentik), Google, and Apple.
* **Social login:** Google and Apple OAuth.
* **SSO:** Authentik OIDC at `https://auth.farh.net` (credentials in `authentik-credentials` secret).
* **Never build custom authentication.**
## Application tools (canonical, not alternatives)
## Deployment — 2-stage Flux GitOps
These are application-level dependency choices. Alternatives are policy violations:
**Stage 1 — CI (GitHub Actions, runs in each application repo):**
- Triggered automatically on every merge to `main`
- Builds and tags the Docker image
- Pushes tagged images to `ghcr.io/groombook/<service>`
* **Database:** CloudNativePG-managed Postgres — no SQLite, MariaDB, or MySQL.
* **Cache / pub-sub:** DragonflyDB — no Redis.
* **Authentication:** Better-Auth + Google + Apple + Authentik (see Authentication above).
* **Dependency updates:** Mend Renovate. **Dependabot is not used and will not be used.** Do not configure it.
* **Browser automation:** the `playwright` MCP server (`http://playwright:8931/mcp`). Target dev only — never test production.
**Stage 2 — GitOps (Flux, managed externally):**
- Flux watches `groombook/infra` as the **target** GitRepository — it is **not** a Flux bootstrap/cluster repo.
- Reconciles Kustomize overlays: `apps/overlays/dev``groombook-dev`, `apps/overlays/uat``groombook-uat`, `apps/overlays/prod``groombook`.
For the container registry, CalVer versioning, and general PR/test discipline, see `coding-standards`. For the operator install side (CNPG, Dragonfly, Sealed Secrets), see `devops`.
**Policy — Flux Image Tag Automation is DENIED.** Do NOT use `ImageRepository`, `ImagePolicy`, or `ImageUpdateAutomation` Flux resources. Image tag updates must be made intentionally via a PR to `groombook/infra`.
**To deploy a change:**
1. Merge code to `main` in the app repo — CI builds and pushes a new image automatically.
2. Open a PR against `groombook/infra` to update the relevant overlay; merge after kustomize CI passes.
3. Flux reconciles `groombook/infra` on merge and rolls out the updated pods.
**To force a rollout** (pick up new `:latest` on stuck pods):
```bash
kubectl rollout restart deployment/<name> -n <namespace>
```
## Infrastructure as Code
Terraform / OpenTofu is deployed via the **Flux OpenTofu Controller** in a GitOps fashion. Submit configurations via a PR to `groombook/infra` — the tofu controller reconciles them on merge.
**Never run `tofu` directly.** Never `kubectl apply` against production. Production changes go through Flux only.
## Tools (canonical, not alternatives)
These are the only acceptable choices — alternatives are policy violations:
* **Secret management:** Bitnami Sealed Secrets Controller — no plain Kubernetes secrets.
* **Database:** CloudNativePG Operator (Postgres) — no SQLite, MariaDB, or MySQL.
* **Cache / pub-sub:** DragonflyDB Operator — no Redis.
* **Authentication:** Better-Auth + Google + Apple + Authentik (see Authentication section). Never build custom auth.
* **Dependency updates:** Mend Renovate. **Dependabot is not used and will not be used.**
* **Container registry:** `ghcr.io/groombook/<service>` — no Docker Hub for first-party images.
If a task requires deviating from any of the above, treat it as a destructive action: stop, file an issue with rationale, request board approval.
## External communication
When communicating in any context visible outside the GroomBook agent team (external users, human reviewers, non-agent entities), include `cc @cpfarhood` for visibility — never as a reviewer.
## No self-merge
No agent merges their own PR. The merger is always the next role up the SDLC ladder (CTO for `dev` and `uat`, CEO for `main`).