docs: rewrite core reader journey pages (NetBox-style)

This commit is contained in:
Abhimanyu Saharan
2026-02-11 12:59:37 +00:00
parent c6417bcffb
commit 54f10fac4f
7 changed files with 381 additions and 544 deletions

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# Overview
# Mission Control
Mission Control is the **web UI + HTTP API** for operating OpenClaw.
Its where you manage **boards**, **tasks**, **agents**, **approvals**, and (optionally) **gateway connections**.
Its the place you go to coordinate work across people and agents, keep an evidence trail, and operate the system safely.
## Problem statement
## What problem it solves
OpenClaw can execute work (tools/skills) and converse across channels, but real operations need a place to:
OpenClaw can run tools/skills and hold conversations across channels. Whats missing in practice is a control plane that makes this operational:
- **Coordinate** work across people + agents (whats next, whats blocked, who owns what)
- **Track evidence** of what happened (commands run, links, logs, artifacts)
- **Control risk** (approvals, guardrails, isolation)
- **Operate reliably** (deployment, configuration, troubleshooting)
- **Coordination**: boards + tasks make it explicit whats being worked on, by whom, and whats blocked.
- **Evidence**: task comments capture commands run, links, outputs, and decisions.
- **Risk control**: approvals provide a structured “allow/deny” gate for sensitive actions.
- **Operations**: deployment, configuration, and troubleshooting live in one navigable docs spine.
Mission Control provides that control plane.
## Who uses it
- **Maintainers / operators**: keep Mission Control + gateways healthy, deploy upgrades, respond to incidents.
- **Contributors**: develop backend/frontend changes, run tests, ship docs.
- **Automation authors**: define agent identities, skills, and task workflows.
## Key concepts (glossary-lite)
## Core concepts
- **Board**: a workspace containing tasks, memory, and agents.
- **Task**: a unit of work on a board (status + comments/evidence).
- **Agent**: an automated worker that can execute tasks and post evidence.
- **Approval**: a structured “allow/deny” checkpoint for risky actions.
- **Gateway**: the OpenClaw runtime host that executes tools/skills and runs heartbeats/cron.
- **Heartbeat**: periodic agent check-in loop for incremental work.
- **Cron job**: scheduled execution (recurring or one-shot), often isolated from conversational context.
- **Task**: a unit of work with a status and evidence (comments).
- **Agent**: an automated worker that executes tasks and posts evidence.
- **Approval**: a review gate for risky steps.
- **Gateway** (optional integration): an OpenClaw runtime host Mission Control can coordinate with.
- **Heartbeat**: periodic agent loop for incremental work.
- **Cron**: scheduled execution (recurring or one-shot).
## Out of scope
## What it is not
- Not a general-purpose project management suite (we optimize for AI-assisted operations, not every PM feature).
- Not a full observability platform (we integrate with logs/metrics rather than replacing them).
- Not a secrets manager (we reference secret sources; dont store secrets in docs/tasks/comments).
- A general-purpose project management tool.
- An observability suite (use your existing logs/metrics/tracing; Mission Control links and operationalizes them).
- A secrets manager (keep secrets in your secret store; dont paste them into tasks/docs).
## Where to go next
## How to navigate these docs
- Want it running? → [Quickstart](02-quickstart.md)
- Want to contribute? → [Development](03-development.md)
- Want to understand internals? → [Architecture](05-architecture.md)
- Operating it? → [Ops / runbooks](09-ops-runbooks.md)
This repo keeps a small “reader journey” spine under `docs/`:
1. [Quickstart](02-quickstart.md) — run it locally/self-host.
2. [Development](03-development.md) — contributor workflow and CI parity.
3. [Configuration](06-configuration.md) — env vars, precedence, migrations, CORS.
4. [API reference](07-api-reference.md) — route groups + auth model.
5. [Ops / runbooks](09-ops-runbooks.md) — operational checklists.
6. [Troubleshooting](10-troubleshooting.md) — symptom → checks → fixes.
For deeper references, see `docs/architecture/`, `docs/deployment/`, `docs/production/`, `docs/testing/`, and `docs/troubleshooting/`.

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# Quickstart (self-host with Docker Compose)
# Quickstart (Docker Compose)
This page is a pointer to the canonical quickstart in the repo root README.
This is the fastest way to run Mission Control locally or on a single host.
- Canonical quickstart: [`README.md#quick-start-self-host-with-docker-compose`](../README.md#quick-start-self-host-with-docker-compose)
## What you get
## Verify it works
After `docker compose up`:
- Backend health: `http://localhost:8000/healthz` returns `{ "ok": true }`
- Frontend: `http://localhost:3000`
From `compose.yml` you get three services:
- Postgres (`db`)
- FastAPI backend (`backend`) on `http://localhost:8000`
- Next.js frontend (`frontend`) on `http://localhost:3000`
## Prerequisites
- Docker + Docker Compose v2 (`docker compose`)
## Run
From repo root:
```bash
cp .env.example .env
docker compose -f compose.yml --env-file .env up -d --build
```
Open:
- UI: http://localhost:3000
- Backend health: http://localhost:8000/healthz
## Verify
```bash
curl -f http://localhost:8000/healthz
curl -I http://localhost:3000/
```
## Common gotchas
- `NEXT_PUBLIC_API_URL` must be reachable from your browser (host), not just from inside Docker.
- Clerk auth is required; ensure Clerk keys are configured (see [Deployment guide](deployment/README.md)).
- `NEXT_PUBLIC_API_URL` must be reachable from your **browser**.
- If its missing/blank/wrong, the UI may load but API calls will fail (e.g. Activity feed blank).
- If you are running locally without Clerk:
- keep `NEXT_PUBLIC_CLERK_PUBLISHABLE_KEY` unset/blank so Clerk stays gated off in the frontend.
## Useful commands
```bash
# tail logs
docker compose -f compose.yml --env-file .env logs -f --tail=200
# stop (keeps data)
docker compose -f compose.yml --env-file .env down
# reset data (DESTRUCTIVE)
docker compose -f compose.yml --env-file .env down -v
```
## Next
- Want a faster contributor loop? See [Development](03-development.md) (DB via Compose, backend+frontend in dev mode).
- Need to change env vars/migrations/CORS? See [Configuration](06-configuration.md).

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# Development
## Deep dives
- [Testing guide](testing/README.md)
- [Troubleshooting deep dive](troubleshooting/README.md)
How we develop Mission Control locally, with a workflow that stays close to CI.
This page is the contributor workflow for Mission Control.
Its intentionally **CI-aligned**: if you can run these commands locally, you should not be surprised by CI.
## Prerequisites
- Docker + Docker Compose v2 (`docker compose`)
- Python **3.12+** + `uv`
- Python **3.12+** + [`uv`](https://github.com/astral-sh/uv)
- Node.js + npm
- CI pins **Node 20** via GitHub Actions (`actions/setup-node@v4` with `node-version: "20"`).
- CI pins **Node 20** via `.github/workflows/ci.yml` (`actions/setup-node@v4`, `node-version: "20"`).
## Repo structure (where to run commands)
## Repo layout
- Repo root: `Makefile` contains canonical targets.
- Backend code: `backend/` (FastAPI)
- Frontend code: `frontend/` (Next.js)
- Backend: `backend/` (FastAPI)
- Frontend: `frontend/` (Next.js)
- Canonical commands: `Makefile`
## “One command” setup
## Setup (one command)
From repo root:
@@ -29,104 +25,23 @@ From repo root:
make setup
```
What it does:
- Syncs backend deps with `uv`.
- Syncs frontend deps with `npm` via the node wrapper.
What it does (evidence: `Makefile`):
- `make backend-sync`: `cd backend && uv sync --extra dev`
- `make frontend-sync`: verifies node tooling (`scripts/with_node.sh --check`), then `npm install` in `frontend/`
## Canonical checks (CI parity)
## Run the stack (two recommended loops)
### Run everything locally (closest to CI)
### Loop A (recommended): DB via Compose, app in dev mode
From repo root:
```bash
make check
```
CI runs two jobs:
- `check` (lint/typecheck/tests/coverage/build)
- `e2e` (Cypress)
## Backend workflow
### Install/sync deps
```bash
cd backend
uv sync --extra dev
```
### Run the API (dev)
```bash
cd backend
cp .env.example .env
uv run uvicorn app.main:app --reload --host 0.0.0.0 --port 8000
```
### Backend checks
From repo root:
```bash
make backend-lint # flake8
make backend-typecheck # mypy --strict
make backend-test # pytest
make backend-coverage # pytest + scoped coverage gate
```
### DB migrations
From repo root:
```bash
make backend-migrate
```
## Frontend workflow
### Install deps
```bash
cd frontend
npm install
```
(or from repo root: `make frontend-sync`)
### Run the UI (dev)
```bash
cd frontend
cp .env.example .env.local
# Ensure NEXT_PUBLIC_API_URL is correct for the browser:
# NEXT_PUBLIC_API_URL=http://localhost:8000
npm run dev
```
### Frontend checks
From repo root:
```bash
make frontend-lint # eslint
make frontend-typecheck # tsc
make frontend-test # vitest
make frontend-build # next build
```
## Local dev loops
### Loop A (recommended): DB via Compose, backend + frontend in dev mode
1) Start Postgres only:
1) Start Postgres:
```bash
cp .env.example .env
docker compose -f compose.yml --env-file .env up -d db
```
2) Backend (local):
2) Backend dev server:
```bash
cd backend
@@ -135,16 +50,18 @@ uv sync --extra dev
uv run uvicorn app.main:app --reload --host 0.0.0.0 --port 8000
```
3) Frontend (local):
3) Frontend dev server:
```bash
cd frontend
cp .env.example .env.local
# ensure this is correct for the browser:
# NEXT_PUBLIC_API_URL=http://localhost:8000
npm install
npm run dev
```
### Loop B: all-in-one Docker Compose
### Loop B: all-in-one Compose
```bash
cp .env.example .env
@@ -152,31 +69,53 @@ cp .env.example .env
docker compose -f compose.yml --env-file .env up -d --build
```
Useful ops:
## Checks (CI parity)
### Run everything
```bash
docker compose -f compose.yml --env-file .env logs -f --tail=200
docker compose -f compose.yml --env-file .env up -d --build backend
# destructive reset (drops Postgres volume):
docker compose -f compose.yml --env-file .env down -v
make check
```
## Cypress E2E workflow (high level)
Evidence: `Makefile`.
See the deep dive: [docs/testing/README.md](testing/README.md).
### Common targeted commands
Notes:
- E2E uses Clerk (official `@clerk/testing` integration); CI injects Clerk env vars.
Backend:
```bash
make backend-lint # flake8
make backend-typecheck # mypy --strict
make backend-test # pytest
make backend-coverage # pytest + scoped 100% coverage gate
make backend-migrate # alembic upgrade head
```
## Tooling notes
Frontend:
```bash
make frontend-lint # eslint
make frontend-typecheck # tsc
make frontend-test # vitest
make frontend-build # next build
```
### Node wrapper (`scripts/with_node.sh`)
## Cypress E2E
Many Make targets run frontend commands via `bash scripts/with_node.sh`.
It checks `node`/`npm`/`npx` and can use `nvm` if present.
Evidence: `docs/testing/README.md`, `.github/workflows/ci.yml`.
## Quick troubleshooting
- E2E uses Clerks official Cypress integration (`@clerk/testing`).
- Local run pattern:
- UI loads but API calls fail / activity feed blank:
- confirm `NEXT_PUBLIC_API_URL` is set and browser-reachable.
- see [Troubleshooting](troubleshooting/README.md).
```bash
# terminal 1
cd frontend
npm run dev -- --hostname 0.0.0.0 --port 3000
# terminal 2
cd frontend
npm run e2e -- --browser chrome
```
## Deep dives
- [Testing guide](testing/README.md)
- [Troubleshooting deep dive](troubleshooting/README.md)

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# Configuration
This page documents how Mission Control is configured across local dev, self-host, and production.
This page documents **where configuration comes from**, the key **environment variables**, and a couple operational footguns (migrations, CORS).
## Deep dives
For deployment/production patterns, see:
- [Deployment](deployment/README.md)
- [Production](production/README.md)
- Deployment: [docs/deployment/README.md](deployment/README.md)
- Production notes: [docs/production/README.md](production/README.md)
## Configuration sources & precedence
## Config sources & precedence
Mission Control is a 3-service stack (`compose.yml`): Postgres (`db`), backend (`backend`), frontend (`frontend`).
Mission Control is a 3-service stack (`compose.yml`): Postgres (`db`), FastAPI backend (`backend`), and Next.js frontend (`frontend`). Configuration comes from a mix of **compose env files**, **service env vars**, and **app-specific env files**.
### Docker Compose (recommended for local/self-host)
### Docker Compose (recommended local/self-host)
Common pattern:
Precedence (highest → lowest):
```bash
cp .env.example .env
1) **Explicit runtime environment** passed to Compose
- `docker compose ... -e NAME=value` (or exported in your shell)
docker compose -f compose.yml --env-file .env up -d --build
```
2) **Compose env-file** used for interpolation
- `docker compose -f compose.yml --env-file .env up ...`
- Suggested workflow: copy repo root `.env.example``.env` and edit.
Precedence (high → low):
3) **Compose defaults** embedded in `compose.yml`
- e.g. `${BACKEND_PORT:-8000}`.
1. Environment exported in your shell (or `-e NAME=value`)
2. Compose `--env-file .env` (variable interpolation)
3. Defaults in `compose.yml` (e.g. `${BACKEND_PORT:-8000}`)
4. Backend defaults via `env_file: ./backend/.env.example`
5. Frontend optional user-managed `frontend/.env`
4) **Backend container env**
- `compose.yml` sets backend `env_file: ./backend/.env.example` (defaults)
- plus overrides in `compose.yml: services.backend.environment`.
> Note: Compose intentionally does **not** load `frontend/.env.example` to avoid placeholder Clerk keys accidentally enabling Clerk.
5) **Frontend container env**
- `compose.yml` sets `NEXT_PUBLIC_API_URL` via `environment:` and also as a **build arg**.
- `compose.yml` optionally loads `frontend/.env` (user-managed), *not* `frontend/.env.example`.
### Backend env-file loading (non-Compose)
### Backend env-file loading behavior (non-Compose)
Evidence: `backend/app/core/config.py`.
When running the backend directly (e.g., `uvicorn`), settings load from env vars and from these files:
When running the backend directly (uvicorn), settings are loaded from:
- `backend/.env` (always attempted)
- `.env` (repo root; optional)
- plus process env vars
This is intentional so running from repo root still picks up backend config.
## Environment variables (grouped)
### Frontend env-file behavior (non-Compose)
### Root `.env` (Compose-level)
- Next.js uses `NEXT_PUBLIC_*` variables for browser-visible configuration.
- For local dev you typically create `frontend/.env.local` (Next.js convention) or `frontend/.env` (if you want Compose to read it).
Template: `.env.example`.
## Environment variables
- Ports: `FRONTEND_PORT`, `BACKEND_PORT`, `POSTGRES_PORT`
- Postgres defaults: `POSTGRES_DB`, `POSTGRES_USER`, `POSTGRES_PASSWORD`
- Backend knobs: `CORS_ORIGINS`, `DB_AUTO_MIGRATE`
- Frontend: `NEXT_PUBLIC_API_URL` (required)
This table is based on `backend/app/core/config.py`, `.env.example`, `backend/.env.example`, `frontend/.env.example`, and `compose.yml`.
### Backend
### Compose / shared (repo root `.env`)
Template: `backend/.env.example` + settings model `backend/app/core/config.py`.
| Variable | Used by | Purpose | Default / example | Footguns |
|---|---|---|---|---|
| `FRONTEND_PORT` | compose | Host port for frontend container | `3000` | Port conflicts on host are common |
| `BACKEND_PORT` | compose | Host port for backend container | `8000` | If changed, ensure frontend points at the new port |
| `POSTGRES_DB` | db/compose | Postgres database name | `mission_control` | Changing requires new DB or migration plan |
| `POSTGRES_USER` | db/compose | Postgres user | `postgres` | — |
| `POSTGRES_PASSWORD` | db/compose | Postgres password | `postgres` | Dont use defaults in real deployments |
| `POSTGRES_PORT` | compose | Host port for Postgres | `5432` | Port conflicts on host are common |
| `CORS_ORIGINS` | backend/compose | Backend CORS allowlist | `http://localhost:3000` | Must include the real frontend origin |
| `DB_AUTO_MIGRATE` | backend/compose | Auto-run Alembic migrations at backend startup | `true` (in `.env.example`) | Can be risky in prod; see notes below |
| `NEXT_PUBLIC_API_URL` | frontend (build+runtime) | Browser-reachable backend URL | `http://localhost:8000` | Must be reachable from the **browser**, not just Docker |
- `ENVIRONMENT`
- `LOG_LEVEL`
- `DATABASE_URL`
- `CORS_ORIGINS`
- `DB_AUTO_MIGRATE`
### Backend (FastAPI)
Clerk:
- `CLERK_SECRET_KEY` (required; backend enforces non-empty)
- `CLERK_API_URL`, `CLERK_VERIFY_IAT`, `CLERK_LEEWAY`
> Settings are defined in `backend/app/core/config.py` and typically configured via `backend/.env`.
### Frontend
| Variable | Required? | Purpose | Default / example | Notes |
|---|---:|---|---|---|
| `ENVIRONMENT` | no | Environment name (drives defaults) | `dev` | In `dev`, `DB_AUTO_MIGRATE` defaults to true **if not explicitly set** |
| `DATABASE_URL` | no | Postgres connection string | `postgresql+psycopg://...@localhost:5432/...` | In Compose, overridden to use `db:5432` |
| `CORS_ORIGINS` | no | Comma-separated CORS origins | empty | Compose supplies a sane default |
| `BASE_URL` | no | External base URL for this service | empty | Used for absolute links/callbacks if needed |
| `CLERK_SECRET_KEY` | **yes** | Clerk secret key (backend auth) | (none) | `backend/app/core/config.py` enforces non-empty |
| `CLERK_API_URL` | no | Clerk API base | `https://api.clerk.com` | — |
| `CLERK_VERIFY_IAT` | no | Verify issued-at claims | `true` | — |
| `CLERK_LEEWAY` | no | JWT timing leeway seconds | `10.0` | — |
| `LOG_LEVEL` | no | Logging level | `INFO` | — |
| `LOG_FORMAT` | no | Log format | `text` | — |
| `LOG_USE_UTC` | no | Use UTC timestamps | `false` | — |
| `DB_AUTO_MIGRATE` | no | Auto-migrate DB on startup | `false` in backend `.env.example` | In `dev`, backend may flip this to true if unset |
Template: `frontend/.env.example`.
### Frontend (Next.js)
- `NEXT_PUBLIC_API_URL` (required)
| Variable | Required? | Purpose | Default / example | Footguns |
|---|---:|---|---|---|
| `NEXT_PUBLIC_API_URL` | **yes** | Backend base URL used by the browser | `http://localhost:8000` | Must be browser-reachable |
| `NEXT_PUBLIC_CLERK_PUBLISHABLE_KEY` | **yes** | Enables Clerk in the frontend | (none) | Must be a real publishable key |
| `CLERK_SECRET_KEY` | **yes** | Clerk secret key used by the frontend (server-side) and E2E | (none) | Do not commit; required for Clerk-enabled operation |
| `NEXT_PUBLIC_CLERK_SIGN_IN_FORCE_REDIRECT_URL` | optional | Post-login redirect | `/boards` | — |
| `NEXT_PUBLIC_CLERK_SIGN_UP_FORCE_REDIRECT_URL` | optional | Post-signup redirect | `/boards` | — |
| `NEXT_PUBLIC_CLERK_SIGN_IN_FALLBACK_REDIRECT_URL` | optional | Fallback redirect | `/boards` | — |
| `NEXT_PUBLIC_CLERK_SIGN_UP_FALLBACK_REDIRECT_URL` | optional | Fallback redirect | `/boards` | — |
| `NEXT_PUBLIC_CLERK_AFTER_SIGN_OUT_URL` | optional | Post-logout redirect | `/` | — |
Clerk:
- `NEXT_PUBLIC_CLERK_PUBLISHABLE_KEY`
- `CLERK_SECRET_KEY`
- redirect URLs (`NEXT_PUBLIC_CLERK_*`)
## Operational footguns
## Minimal dev configuration
- **Clerk placeholder keys**: `frontend/.env.example` contains non-empty Clerk placeholders. `compose.yml` intentionally does **not** load it, because it can accidentally flip Clerk “on”. Prefer user-managed `frontend/.env` (for Compose) or `frontend/.env.local` (for Next dev).
- **`DB_AUTO_MIGRATE`**:
- In `ENVIRONMENT=dev`, backend defaults `DB_AUTO_MIGRATE=true` if you didnt set it explicitly.
- In production, consider disabling auto-migrate and running migrations as an explicit step.
- **`NEXT_PUBLIC_API_URL` reachability**: must work from the browsers network context (host), not only from within the Docker network.
### Split-mode dev (fastest contributor loop)
- Start DB via Compose.
- Run backend+frontend dev servers.
See [Development](03-development.md).
## Migrations (`DB_AUTO_MIGRATE`)
Evidence: `backend/app/db/session.py`.
On backend startup:
- if `DB_AUTO_MIGRATE=true` and migrations exist under `backend/migrations/versions/`, backend runs `alembic upgrade head`.
- otherwise it falls back to `SQLModel.metadata.create_all`.
Operational guidance:
- Auto-migrate is convenient on a single host.
- In multi-instance deployments, prefer running migrations as an explicit deploy step to avoid race conditions.
## CORS (`CORS_ORIGINS`)
Evidence: `backend/app/main.py`, `backend/app/core/config.py`.
- `CORS_ORIGINS` is a comma-separated list.
- It must include the frontend origin (e.g. `http://localhost:3000`) or browser requests will fail.
## Troubleshooting config issues
- UI loads but API calls fail / Activity feed blank → `NEXT_PUBLIC_API_URL` is missing/incorrect.
- Backend fails at startup → check required env vars (notably `CLERK_SECRET_KEY`) and migrations.
See also: `docs/troubleshooting/README.md`.

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# API reference
# API / auth
## Deep dives
This page documents how Mission Controls API surface is organized and how authentication works.
For deeper backend architecture context, see:
- [Architecture](05-architecture.md)
- [Gateway protocol](openclaw_gateway_ws.md)
This page summarizes the **HTTP API surface** exposed by the FastAPI backend.
It is derived from `backend/app/main.py` (router registration) and `backend/app/api/*` (route modules).
## Base path
## Base
- API prefix: `/api/v1/*` (see `backend/app/main.py`)
Evidence: `backend/app/main.py`.
## Auth model (recap)
- **Clerk (user auth)**: used by the human web UI; frontend enables Clerk when `NEXT_PUBLIC_CLERK_PUBLISHABLE_KEY` is set; backend verifies requests using `CLERK_SECRET_KEY` via the Clerk SDK (see `backend/app/core/auth.py`).
- **X-Agent-Token (agent auth)**: used by automation/agents; send header `X-Agent-Token: <token>` to `/api/v1/agent/*` endpoints (see `backend/app/core/agent_auth.py`).
- All API routes are mounted under: `/api/v1/*`
## Auth model (two callers)
Mission Control has two primary actor types:
1) **User (Clerk)** — human UI/admin
2) **Agent (`X-Agent-Token`)** — automation
### User auth (Clerk)
Evidence:
- backend: `backend/app/core/auth.py`
- config: `backend/app/core/config.py`
- Frontend calls backend using `Authorization: Bearer <token>`.
- Backend validates requests using the Clerk Backend API SDK with `CLERK_SECRET_KEY`.
### Agent auth (`X-Agent-Token`)
Evidence:
- `backend/app/core/agent_auth.py`
- agent API surface: `backend/app/api/agent.py`
- Agents authenticate with `X-Agent-Token: <token>`.
- Token is verified against the agents stored `agent_token_hash`.
## Route groups (modules)
Evidence: `backend/app/main.py` includes routers from `backend/app/api/*`.
| Module | Prefix (under `/api/v1`) | Purpose |
|---|---|---|
| `activity.py` | `/activity` | Activity listing and task-comment feed endpoints. |
| `agent.py` | `/agent` | Agent-scoped API routes for board operations and gateway coordination. |
| `agents.py` | `/agents` | Thin API wrappers for async agent lifecycle operations. |
| `approvals.py` | `/boards/{board_id}/approvals` | Approval listing, streaming, creation, and update endpoints. |
| `auth.py` | `/auth` | Authentication bootstrap endpoints for the Mission Control API. |
| `board_group_memory.py` | `` | Board-group memory CRUD and streaming endpoints. |
| `board_groups.py` | `/board-groups` | Board group CRUD, snapshot, and heartbeat endpoints. |
| `board_memory.py` | `/boards/{board_id}/memory` | Board memory CRUD and streaming endpoints. |
| `board_onboarding.py` | `/boards/{board_id}/onboarding` | Board onboarding endpoints for user/agent collaboration. |
| `boards.py` | `/boards` | Board CRUD and snapshot endpoints. |
| `gateway.py` | `/gateways` | Thin gateway session-inspection API wrappers. |
| `gateways.py` | `/gateways` | Thin API wrappers for gateway CRUD and template synchronization. |
| `metrics.py` | `/metrics` | Dashboard metric aggregation endpoints. |
| `organizations.py` | `/organizations` | Organization management endpoints and membership/invite flows. |
| `souls_directory.py` | `/souls-directory` | API routes for searching and fetching souls-directory markdown entries. |
| `tasks.py` | `/boards/{board_id}/tasks` | Task API routes for listing, streaming, and mutating board tasks. |
| `users.py` | `/users` | User self-service API endpoints for profile retrieval and updates. |
| `agents.py` | `/agents` | Agent lifecycle and streaming endpoints. |
| `approvals.py` | `/boards/{board_id}/approvals` | Approval list/create/update + streaming. |
| `auth.py` | `/auth` | Auth bootstrap endpoints. |
| `board_group_memory.py` | `/board-groups/{group_id}/memory` and `/boards/{board_id}/group-memory` | Board-group memory CRUD + streaming. |
| `board_groups.py` | `/board-groups` | Board group CRUD + snapshot + heartbeat apply. |
| `board_memory.py` | `/boards/{board_id}/memory` | Board memory CRUD + streaming. |
| `board_onboarding.py` | `/boards/{board_id}/onboarding` | Onboarding flows (user+agent). |
| `boards.py` | `/boards` | Board CRUD + snapshots. |
| `gateway.py` | `/gateways` | Gateway session inspection APIs (org admin). |
| `gateways.py` | `/gateways` | Gateway CRUD + templates sync (org admin). |
| `metrics.py` | `/metrics` | Dashboard metrics. |
| `organizations.py` | `/organizations` | Org + invites/membership flows. |
| `souls_directory.py` | `/souls-directory` | Search/fetch souls directory entries. |
| `tasks.py` | `/boards/{board_id}/tasks` | Task CRUD + comments + streaming. |
| `users.py` | `/users` | User self-service profile endpoints. |
## `/activity` — `activity.py`
*Activity listing and task-comment feed endpoints.*
## Where authorization is enforced
### router (prefix `/activity`)
Evidence: `backend/app/api/deps.py`.
| Method | Path | Handler | Notes |
|---|---|---|---|
| `GET` | `/api/v1/activity` | `list_activity()` | List activity events visible to the calling actor. |
| `GET` | `/api/v1/activity/task-comments` | `list_task_comment_feed()` | List task-comment feed items for accessible boards. |
| `GET` | `/api/v1/activity/task-comments/stream` | `stream_task_comment_feed()` | Stream task-comment events for accessible boards. |
Most route modules dont “hand roll” access checks; they declare dependencies:
## `/agent` — `agent.py`
*Agent-scoped API routes for board operations and gateway coordination.*
- `require_admin_auth` — admin user only.
- `require_admin_or_agent` — admin user OR authenticated agent.
- `get_board_for_actor_read` / `get_board_for_actor_write` — board access for user/agent.
- `require_org_member` / `require_org_admin` — org membership/admin for user callers.
### Agent automation API (`/api/v1/agent/*`)
## “Start here” pointers for maintainers
Auth:
- Header: `X-Agent-Token: <token>`
- See: `backend/app/core/agent_auth.py` and `backend/app/api/deps.py`
High-signal endpoint index (from `backend/app/api/agent.py`):
| Method | Path | Purpose |
|---|---|---|
| `POST` | `/api/v1/agent/heartbeat` | Agent check-in / heartbeat status |
| `GET` | `/api/v1/agent/boards` | List boards visible to the agent |
| `GET` | `/api/v1/agent/boards/{board_id}/tasks` | List tasks with filters (status, assignment, etc.) |
| `PATCH` | `/api/v1/agent/boards/{board_id}/tasks/{task_id}` | Update task fields (status/assignment/etc.) |
| `GET` | `/api/v1/agent/boards/{board_id}/tasks/{task_id}/comments` | List task comments |
| `POST` | `/api/v1/agent/boards/{board_id}/tasks/{task_id}/comments` | Create task comment (note: request body uses `message`) |
| `GET` | `/api/v1/agent/boards/{board_id}/memory` | List board memory entries |
| `POST` | `/api/v1/agent/boards/{board_id}/memory` | Create board memory entry |
| `POST` | `/api/v1/agent/boards/{board_id}/gateway/main/ask-user` | Route an “ask user” message through gateway-main |
| `POST` | `/api/v1/agent/gateway/leads/broadcast` | Broadcast a gateway-main message to multiple board leads |
### router (prefix `/agent`)
| Method | Path | Handler | Notes |
|---|---|---|---|
| `GET` | `/api/v1/agent/agents` | `list_agents()` | List agents, optionally filtered to a board. |
| `POST` | `/api/v1/agent/agents` | `create_agent()` | Create an agent on the caller's board. |
| `GET` | `/api/v1/agent/boards` | `list_boards()` | List boards visible to the authenticated agent. |
| `POST` | `/api/v1/agent/heartbeat` | `agent_heartbeat()` | Record heartbeat status for the authenticated agent. |
| `GET` | `/api/v1/agent/boards/{board_id}` | `get_board()` | Return a board if the authenticated agent can access it. |
| `GET` | `/api/v1/agent/boards/{board_id}/tasks` | `list_tasks()` | List tasks on a board with optional status and assignment filters. |
| `POST` | `/api/v1/agent/boards/{board_id}/tasks` | `create_task()` | Create a task on the board as the lead agent. |
| `POST` | `/api/v1/agent/gateway/leads/broadcast` | `broadcast_gateway_lead_message()` | Broadcast a gateway-main message to multiple board leads. |
| `GET` | `/api/v1/agent/boards/{board_id}/memory` | `list_board_memory()` | List board memory entries with optional chat filtering. |
| `POST` | `/api/v1/agent/boards/{board_id}/memory` | `create_board_memory()` | Create a board memory entry. |
## `/agents` — `agents.py`
*Thin API wrappers for async agent lifecycle operations.*
### router (prefix `/agents`)
| Method | Path | Handler | Notes |
|---|---|---|---|
| `GET` | `/api/v1/agents` | `list_agents()` | List agents visible to the active organization admin. |
| `POST` | `/api/v1/agents` | `create_agent()` | Create and provision an agent. |
| `GET` | `/api/v1/agents/stream` | `stream_agents()` | Stream agent updates as SSE events. |
| `POST` | `/api/v1/agents/heartbeat` | `heartbeat_or_create_agent()` | Heartbeat an existing agent or create/provision one if needed. |
| `DELETE` | `/api/v1/agents/{agent_id}` | `delete_agent()` | Delete an agent and clean related task state. |
| `GET` | `/api/v1/agents/{agent_id}` | `get_agent()` | Get a single agent by id. |
| `PATCH` | `/api/v1/agents/{agent_id}` | `update_agent()` | Update agent metadata and optionally reprovision. |
| `POST` | `/api/v1/agents/{agent_id}/heartbeat` | `heartbeat_agent()` | Record a heartbeat for a specific agent. |
## `/boards/{board_id}/approvals` — `approvals.py`
*Approval listing, streaming, creation, and update endpoints.*
### router (prefix `/boards/{board_id}/approvals`)
| Method | Path | Handler | Notes |
|---|---|---|---|
| `GET` | `/api/v1/boards/{board_id}/approvals` | `list_approvals()` | List approvals for a board, optionally filtering by status. |
| `POST` | `/api/v1/boards/{board_id}/approvals` | `create_approval()` | Create an approval for a board. |
| `GET` | `/api/v1/boards/{board_id}/approvals/stream` | `stream_approvals()` | Stream approval updates for a board using server-sent events. |
| `PATCH` | `/api/v1/boards/{board_id}/approvals/{approval_id}` | `update_approval()` | Update an approval's status and resolution timestamp. |
## `/auth` — `auth.py`
*Authentication bootstrap endpoints for the Mission Control API.*
### router (prefix `/auth`)
| Method | Path | Handler | Notes |
|---|---|---|---|
| `POST` | `/api/v1/auth/bootstrap` | `bootstrap_user()` | Return the authenticated user profile from token claims. |
## `` — `board_group_memory.py`
*Board-group memory CRUD and streaming endpoints.*
### board_router (prefix `/boards/{board_id}/group-memory`)
| Method | Path | Handler | Notes |
|---|---|---|---|
| `GET` | `/api/v1/boards/{board_id}/group-memory` | `list_board_group_memory_for_board()` | List memory entries for the board's linked group. |
| `POST` | `/api/v1/boards/{board_id}/group-memory` | `create_board_group_memory_for_board()` | Create a group memory entry from a board context and notify recipients. |
| `GET` | `/api/v1/boards/{board_id}/group-memory/stream` | `stream_board_group_memory_for_board()` | Stream memory entries for the board's linked group. |
### group_router (prefix `/board-groups/{group_id}/memory`)
| Method | Path | Handler | Notes |
|---|---|---|---|
| `GET` | `/api/v1/board-groups/{group_id}/memory` | `list_board_group_memory()` | List board-group memory entries for a specific group. |
| `POST` | `/api/v1/board-groups/{group_id}/memory` | `create_board_group_memory()` | Create a board-group memory entry and notify chat recipients. |
| `GET` | `/api/v1/board-groups/{group_id}/memory/stream` | `stream_board_group_memory()` | Stream memory entries for a board group via server-sent events. |
## `/board-groups` — `board_groups.py`
*Board group CRUD, snapshot, and heartbeat endpoints.*
### router (prefix `/board-groups`)
| Method | Path | Handler | Notes |
|---|---|---|---|
| `GET` | `/api/v1/board-groups` | `list_board_groups()` | List board groups in the active organization. |
| `POST` | `/api/v1/board-groups` | `create_board_group()` | Create a board group in the active organization. |
| `DELETE` | `/api/v1/board-groups/{group_id}` | `delete_board_group()` | Delete a board group. |
| `GET` | `/api/v1/board-groups/{group_id}` | `get_board_group()` | Get a board group by id. |
| `PATCH` | `/api/v1/board-groups/{group_id}` | `update_board_group()` | Update a board group. |
| `GET` | `/api/v1/board-groups/{group_id}/snapshot` | `get_board_group_snapshot()` | Get a snapshot across boards in a group. |
| `POST` | `/api/v1/board-groups/{group_id}/heartbeat` | `apply_board_group_heartbeat()` | Apply heartbeat settings to agents in a board group. |
## `/boards/{board_id}/memory` — `board_memory.py`
*Board memory CRUD and streaming endpoints.*
### router (prefix `/boards/{board_id}/memory`)
| Method | Path | Handler | Notes |
|---|---|---|---|
| `GET` | `/api/v1/boards/{board_id}/memory` | `list_board_memory()` | List board memory entries, optionally filtering chat entries. |
| `POST` | `/api/v1/boards/{board_id}/memory` | `create_board_memory()` | Create a board memory entry and notify chat targets when needed. |
| `GET` | `/api/v1/boards/{board_id}/memory/stream` | `stream_board_memory()` | Stream board memory events over server-sent events. |
## `/boards/{board_id}/onboarding` — `board_onboarding.py`
*Board onboarding endpoints for user/agent collaboration.*
### router (prefix `/boards/{board_id}/onboarding`)
| Method | Path | Handler | Notes |
|---|---|---|---|
| `GET` | `/api/v1/boards/{board_id}/onboarding` | `get_onboarding()` | Get the latest onboarding session for a board. |
| `POST` | `/api/v1/boards/{board_id}/onboarding/agent` | `agent_onboarding_update()` | Store onboarding updates submitted by the gateway agent. |
| `POST` | `/api/v1/boards/{board_id}/onboarding/start` | `start_onboarding()` | Start onboarding and send instructions to the gateway agent. |
| `POST` | `/api/v1/boards/{board_id}/onboarding/answer` | `answer_onboarding()` | Send a user onboarding answer to the gateway agent. |
| `POST` | `/api/v1/boards/{board_id}/onboarding/confirm` | `confirm_onboarding()` | Confirm onboarding results and provision the board lead agent. |
## `/boards` — `boards.py`
*Board CRUD and snapshot endpoints.*
### router (prefix `/boards`)
| Method | Path | Handler | Notes |
|---|---|---|---|
| `GET` | `/api/v1/boards` | `list_boards()` | List boards visible to the current organization member. |
| `POST` | `/api/v1/boards` | `create_board()` | Create a board in the active organization. |
| `DELETE` | `/api/v1/boards/{board_id}` | `delete_board()` | Delete a board and all dependent records. |
| `GET` | `/api/v1/boards/{board_id}` | `get_board()` | Get a board by id. |
| `PATCH` | `/api/v1/boards/{board_id}` | `update_board()` | Update mutable board properties. |
| `GET` | `/api/v1/boards/{board_id}/snapshot` | `get_board_snapshot()` | Get a board snapshot view model. |
| `GET` | `/api/v1/boards/{board_id}/group-snapshot` | `get_board_group_snapshot()` | Get a grouped snapshot across related boards. |
## `/gateways` — `gateway.py`
*Thin gateway session-inspection API wrappers.*
### router (prefix `/gateways`)
| Method | Path | Handler | Notes |
|---|---|---|---|
| `GET` | `/api/v1/gateways/status` | `gateways_status()` | Return gateway connectivity and session status. |
| `GET` | `/api/v1/gateways/commands` | `gateway_commands()` | Return supported gateway protocol methods and events. |
| `GET` | `/api/v1/gateways/sessions` | `list_gateway_sessions()` | List sessions for a gateway associated with a board. |
| `GET` | `/api/v1/gateways/sessions/{session_id}` | `get_gateway_session()` | Get a specific gateway session by key. |
| `GET` | `/api/v1/gateways/sessions/{session_id}/history` | `get_session_history()` | Fetch chat history for a gateway session. |
| `POST` | `/api/v1/gateways/sessions/{session_id}/message` | `send_gateway_session_message()` | Send a message into a specific gateway session. |
## `/gateways` — `gateways.py`
*Thin API wrappers for gateway CRUD and template synchronization.*
### router (prefix `/gateways`)
| Method | Path | Handler | Notes |
|---|---|---|---|
| `GET` | `/api/v1/gateways` | `list_gateways()` | List gateways for the caller's organization. |
| `POST` | `/api/v1/gateways` | `create_gateway()` | Create a gateway and provision or refresh its main agent. |
| `DELETE` | `/api/v1/gateways/{gateway_id}` | `delete_gateway()` | Delete a gateway in the caller's organization. |
| `GET` | `/api/v1/gateways/{gateway_id}` | `get_gateway()` | Return one gateway by id for the caller's organization. |
| `PATCH` | `/api/v1/gateways/{gateway_id}` | `update_gateway()` | Patch a gateway and refresh the main-agent provisioning state. |
| `POST` | `/api/v1/gateways/{gateway_id}/templates/sync` | `sync_gateway_templates()` | Sync templates for a gateway and optionally rotate runtime settings. |
## `/metrics` — `metrics.py`
*Dashboard metric aggregation endpoints.*
### router (prefix `/metrics`)
| Method | Path | Handler | Notes |
|---|---|---|---|
| `GET` | `/api/v1/metrics/dashboard` | `dashboard_metrics()` | Return dashboard KPIs and time-series data for accessible boards. |
## `/organizations` — `organizations.py`
*Organization management endpoints and membership/invite flows.*
### router (prefix `/organizations`)
| Method | Path | Handler | Notes |
|---|---|---|---|
| `POST` | `/api/v1/organizations` | `create_organization()` | Create an organization and assign the caller as owner. |
| `DELETE` | `/api/v1/organizations/me` | `delete_my_org()` | Delete the active organization and related entities. |
| `GET` | `/api/v1/organizations/me` | `get_my_org()` | Return the caller's active organization. |
| `GET` | `/api/v1/organizations/me/list` | `list_my_organizations()` | List organizations where the current user is a member. |
| `PATCH` | `/api/v1/organizations/me/active` | `set_active_org()` | Set the caller's active organization. |
| `GET` | `/api/v1/organizations/me/member` | `get_my_membership()` | Get the caller's membership record in the active organization. |
| `GET` | `/api/v1/organizations/me/invites` | `list_org_invites()` | List pending invites for the active organization. |
| `POST` | `/api/v1/organizations/me/invites` | `create_org_invite()` | Create an organization invite for an email address. |
| `GET` | `/api/v1/organizations/me/members` | `list_org_members()` | List members for the active organization. |
| `POST` | `/api/v1/organizations/invites/accept` | `accept_org_invite()` | Accept an invite and return resulting membership. |
## `/souls-directory` — `souls_directory.py`
*API routes for searching and fetching souls-directory markdown entries.*
### router (prefix `/souls-directory`)
| Method | Path | Handler | Notes |
|---|---|---|---|
| `GET` | `/api/v1/souls-directory/search` | `search()` | Search souls-directory entries by handle/slug query text. |
| `GET` | `/api/v1/souls-directory/{handle}/{slug}` | `get_markdown()` | Fetch markdown content for a validated souls-directory handle and slug. |
| `GET` | `/api/v1/souls-directory/{handle}/{slug}.md` | `get_markdown()` | Fetch markdown content for a validated souls-directory handle and slug. |
## `/boards/{board_id}/tasks` — `tasks.py`
*Task API routes for listing, streaming, and mutating board tasks.*
### router (prefix `/boards/{board_id}/tasks`)
| Method | Path | Handler | Notes |
|---|---|---|---|
| `GET` | `/api/v1/boards/{board_id}/tasks` | `list_tasks()` | List board tasks with optional status and assignment filters. |
| `POST` | `/api/v1/boards/{board_id}/tasks` | `create_task()` | Create a task and initialize dependency rows. |
| `GET` | `/api/v1/boards/{board_id}/tasks/stream` | `stream_tasks()` | Stream task and task-comment events as SSE payloads. |
| `DELETE` | `/api/v1/boards/{board_id}/tasks/{task_id}` | `delete_task()` | Delete a task and related records. |
| `PATCH` | `/api/v1/boards/{board_id}/tasks/{task_id}` | `update_task()` | Update task status, assignment, comment, and dependency state. |
| `GET` | `/api/v1/boards/{board_id}/tasks/{task_id}/comments` | `list_task_comments()` | List comments for a task in chronological order. |
| `POST` | `/api/v1/boards/{board_id}/tasks/{task_id}/comments` | `create_task_comment()` | Create a task comment and notify relevant agents. |
## `/users` — `users.py`
*User self-service API endpoints for profile retrieval and updates.*
### router (prefix `/users`)
| Method | Path | Handler | Notes |
|---|---|---|---|
| `DELETE` | `/api/v1/users/me` | `delete_me()` | Delete the authenticated account and any personal-only organizations. |
| `GET` | `/api/v1/users/me` | `get_me()` | Return the authenticated user's current profile payload. |
| `PATCH` | `/api/v1/users/me` | `update_me()` | Apply partial profile updates for the authenticated user. |
- Router wiring: `backend/app/main.py`
- Access dependencies: `backend/app/api/deps.py`
- User auth: `backend/app/core/auth.py`
- Agent auth: `backend/app/core/agent_auth.py`
- Agent automation surface: `backend/app/api/agent.py`

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@@ -1,38 +1,81 @@
# Ops / runbooks
# Operations
## Deep dives
This is the ops/SRE entrypoint.
It aims to answer, quickly:
- “Is the system up?”
- “What changed?”
- “What should I check next?”
Deep dives:
- [Deployment](deployment/README.md)
- [Production](production/README.md)
- [Troubleshooting](troubleshooting/README.md)
This page is the operator entrypoint. It points to the existing deep-dive runbooks and adds a short “first 30 minutes” checklist.
- [Troubleshooting deep dive](troubleshooting/README.md)
## First 30 minutes (incident checklist)
1. **Confirm impact**
- Whats broken: UI, API, auth, or gateway integration?
- All users or a subset?
### 0) Stabilize communications
2. **Check service health**
- Backend: `/healthz` and `/readyz`
- Frontend: can it load? does it reach the API?
- Identify incident lead and comms channel.
- Capture last deploy SHA/tag and time window.
- Do not paste secrets into chat/tickets.
3. **Check auth (Clerk)**
- Frontend: did Clerk get enabled unintentionally? (publishable key set)
- Backend: is `CLERK_SECRET_KEY` configured correctly?
### 1) Confirm impact
4. **Check DB connectivity**
- Can backend connect to Postgres (`DATABASE_URL`)?
- UI broken vs API broken vs auth vs DB vs gateway integration.
- All users or subset?
5. **Check logs**
- Backend logs for 5xx spikes or auth failures.
- Frontend logs for API URL/proxy misconfig.
### 2) Health checks
6. **Stabilize**
- Roll back the last change if you can.
- Temporarily disable optional integrations (gateway) to isolate.
- Backend:
- `curl -f http://<backend-host>:8000/healthz`
- `curl -f http://<backend-host>:8000/readyz`
- Frontend:
- can the UI load?
- in browser devtools, are `/api/v1/*` requests failing?
## Backups / restore
### 3) Configuration sanity
See [Production](production/README.md). If you run Mission Control in production, treat backup/restore as a regular drill, not a one-time setup.
Common misconfigs that look like outages:
- `NEXT_PUBLIC_API_URL` wrong → UI loads but API calls fail.
- `CORS_ORIGINS` missing frontend origin → browser CORS errors.
- Clerk misconfig → auth redirects/401s.
### 4) Database
- If backend is 5xxing broadly, DB is a top suspect.
- Verify `DATABASE_URL` points at the correct host.
### 5) Logs
Compose:
```bash
docker compose -f compose.yml --env-file .env logs -f --tail=200
```
Targeted:
```bash
docker compose -f compose.yml --env-file .env logs -f --tail=200 backend
```
### 6) Rollback / isolate
- If there was a recent deploy and symptoms align, rollback to last known good.
- If gateway integration is implicated, isolate by disabling gateway-dependent flows.
## Common failure modes
- UI loads, Activity feed blank → `NEXT_PUBLIC_API_URL` wrong/unreachable.
- Repeated auth redirects/errors → Clerk keys/redirects misconfigured.
- Backend 5xx → DB outage/misconfig; migration failure.
- Backend wont start → config validation failure (e.g. empty `CLERK_SECRET_KEY`).
## Backups
Evidence: `docs/production/README.md`.
- Minimum viable: periodic `pg_dump` to off-host storage.
- Treat restore as a drill (quarterly), not a one-time checklist.

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@@ -1,24 +1,38 @@
# Troubleshooting
## Deep dives
This is the “symptom → checks → likely fixes” page.
For deeper playbooks, see:
- [Troubleshooting deep dive](troubleshooting/README.md)
This is the “quick triage” page. For detailed playbooks and diagnostics, use the deep dive.
## Triage map
## Quick triage
| Symptom | Fast checks | Likely fix |
|---|---|---|
| UI loads but API calls fail / Activity feed blank | Browser devtools shows `/api/v1/*` failures; check backend `/healthz` | Fix `NEXT_PUBLIC_API_URL` (must be browser-reachable) |
| UI redirects / Clerk errors | Is `NEXT_PUBLIC_CLERK_PUBLISHABLE_KEY` set? Are Clerk redirects correct? | Unset keys for local dev without Clerk; configure real keys for prod |
| Backend `/healthz` fails | Is backend container/process running? check backend logs | Fix crash loop: env vars, DB connectivity, migrations |
| Backend returns 5xx | Check DB connectivity (`DATABASE_URL`), DB logs | Fix DB outage/misconfig; re-run migrations if needed |
| Browser shows CORS errors | Compare `CORS_ORIGINS` vs frontend origin | Add frontend origin to `CORS_ORIGINS` |
### Frontend loads but shows API errors
- Confirm `NEXT_PUBLIC_API_URL` points to a backend your browser can reach.
- Check backend `/healthz`.
## Common checks
### Frontend keeps redirecting / Clerk errors
- Verify your Clerk keys are set correctly in the frontend environment.
- See: [Deployment guide](deployment/README.md) (Clerk auth notes).
### 1) Verify backend health
### Backend returns 5xx
- Check DB connectivity (`DATABASE_URL`) and migrations.
- Check backend logs.
```bash
curl -f http://localhost:8000/healthz
```
### 2) Verify frontend can reach backend
- Ensure `NEXT_PUBLIC_API_URL` matches the backend URL the browser can reach.
### 3) Check logs
```bash
docker compose -f compose.yml --env-file .env logs -f --tail=200 backend
```
## Next
- Promote the most common issues from [Troubleshooting deep dive](troubleshooting/README.md) into this page once we see repeated incidents.
If you hit a recurring incident, promote it from the deep-dive page into this triage map.