Files
orca/.ciagent/PERSONAS.md
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Jon Chery 712f43613b docs(P00): research findings — docs gap analysis + release/install root cause
---ci---
project: orca
phase: 0
milestone: v0.10
status: research
---/ci---
2026-08-05 20:46:32 +00:00

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---
active:
- lead-developer
- backend-engineer
- data-engineer
- security-engineer
- network-engineer
- devops-engineer
deactivated:
- cli-engineer
- frontend-engineer
phase_specific: []
reason: |
Orca v0.9 is the first DIRECTION-CHANGE milestone in the project's
history. It supersedes the shipped v0.1v0.8 architecture per the adopted
PRD (.ciagent/PRD_v0.9.md). The re-architecture deprecates the daemon/
transport/internal-CA/HCL/single-namespace stack and builds a CLI-only/
SSH-push/step-ca/Markdown-frontmatter/multi-namespace stack plus 8
net-new subsystems. The user overrode the grill's Re-architecture
Justification REPLAN with a six-part evidence basis (see PROJECT.md
Supersession Table). The ci-griller's 19 binding conditions (C-01..C-19)
and 10 phase challenges (PC-01..PC-10) are adopted as execution gates
(see GRILL_v0.9.md).
Roster changes vs v0.8 (implements grill C-05):
- lead-developer: RETAINED — owns the CLI subcommand tree, deprecation
sweep (P00), path resolver (P0a1), parser dispatch (P0b), emitter
interface (P0c), and milestone coordination.
- backend-engineer: RETAINED — owns SSH-push transport (P01), runtime
abstraction (P07a/b/c), transaction bundle (P10 design), step-ca
integration, secrets crypto. Frameworks updated: golang.org/x/crypto/ssh
(existing), golang.org/x/crypto/ssh/knownhosts (existing); pending
deps: bytecodealliance/wasmtime-go (C-01 gate), smallstep/cli (I-B-004).
- data-engineer: RETAINED — owns per-namespace DB schema split (P0a1,
REQ-071), CLI cache DB (R-008), namespace inheritance resolver state
(P0a2). Frameworks: modernc/sqlite.
- security-engineer: REACTIVATED — owns step-ca provisioning (REQ-076),
master.key + AES-256-GCM crypto (REQ-080, C-19 threat model), SPIFFE
SVID minting (C-08 spike), SSH-push blast-radius review, Traefik edge,
.env.secrets threat model. The re-architecture reverses AD-010
(step-ca rejection) and the SPIFFE rejection at PROJECT.md:94; both
reversals are justified in the Supersession Table.
- network-engineer: REACTIVATED — owns socket-based service exposure
(R-007, P08), Syncthing P2P ports (P09), Traefik routing + dynamic
config atomicity (P02, C-10). The transport layer moves from mTLS
HTTP daemon-to-daemon to SSH CLI-to-server; network-engineer reviews
the new trust surface.
- devops-engineer: REACTIVATED — owns bash scripts (scripts/orca-*.sh,
C-15..C-18: bats/shellcheck/shfmt gate, render-format contract,
slog-syslog), systemd timers (orca-pull/drift/aggregate, C-09 failure
contract, C-11 watchdog), hermetic test infra (P00 bootstrap, P08
expand, REQ-087).
- cli-engineer: remains DEACTIVATED — CLI surface growth is owned by
lead-developer (cobra subcommands) + backend-engineer (transport);
reactivation optional if CLI subcommand surface exceeds lead-developer
bandwidth.
- frontend-engineer: remains DEACTIVATED — no web UI (unchanged from
v0.1 onward; R-014 makes Markdown canonical, not a web UI).
---
# Personas: Orca
## v0.9 persona assessment (supersedes v0.8)
The v0.9 re-architecture introduces 5 new external apt dependencies (step-ca,
Traefik, Syncthing, wasmtime, podman), 8 net-new subsystems, and deprecates
~10k lines of shipped daemon/transport/CA/HCL code. The active roster grows
from 3 to 6 to cover the new attack surfaces and deployment model. Territory
enforcement remains in `warn` mode per config.json.
### lead-developer
- **Domain**: coordination
- **Frameworks**: `cobra`, `net/http/httptest`, `testing`
- **Constraints**: `boundary-enforcement`, `offline-first`, `no-redundant-implementations`, `coverage-floor-70`
- **Territory**: `cmd/**`, `internal/cli/**`, `cmd/verify-reqs/**`, `Makefile`, `.coreci.yml`, `.ciagent/**`
- **Active**: true
- **Reason**: Owns P01 coverage for `cmd/orca` (smoke test of `main()`/`cli.Execute()`), `internal/cli` coverage for the non-node, non-daemon subcommands (`cert *`, `doctor *`, `audit list`, `status`, `version`), and the P03 `cmd/verify-reqs/main.go` Go program + `make verify-reqs` Makefile target + `.coreci.yml` validate-pipeline hook. Added `coverage-floor-70` constraint (D-047 tiered floor: 70% for the 6 under-50% packages, 50% for the 3 zero-test packages). Added `testing` + `net/http/httptest` to frameworks (test-only phase).
### backend-engineer
- **Domain**: backend
- **Frameworks**: `cobra`, `net/http`, `net/http/httptest`, `golang.org/x/crypto/ssh`, `golang.org/x/crypto/ssh/knownhosts`, `testing`
- **Constraints**: `API-first`, `error-handling`, `minimal-dependencies`, `security-first`, `tofu-host-key-pinning`, `pinned-host-key-fail-closed`, `atomic-file-rewrite`, `coverage-floor-70`
- **Territory**: `internal/transport/**`, `internal/engine/**`, `internal/proxmox/**`, `internal/cli/node.go`, `internal/daemon/**` (tests only)
- **Active**: true
- **Reason**: Owns P01 coverage for `internal/transport` (httptest.NewTLSServer for mTLS + stubDispatcher for DispatchClient) and `internal/engine` (LocalExecutor stubs + PeerRegistry in-memory tests). Owns P02 SSH trust hardening: `--host-key-fingerprint` pinned callback in `internal/proxmox/bootstrap.go` (D-045 OpenSSH SHA256:base64 format, AD-027/AD-028), the TOFU capture-fix (knownhosts.New returns KeyError{Want:[]} on first connect — must capture-and-persist via knownhosts.Line, AD-029 atomic rewrite), the `sessionRunner` seam refactor (P01 enabler for proxmox coverage), and `internal/cli/node.go` `--host-key-fingerprint` flag + `key-reset` subcommand (D-046 local known_hosts only). Frameworks updated: `connectrpc` REMOVED (not in go.mod per AD-014 — config.json still lists it but it's a stale entry), `golang.org/x/crypto/ssh` + `knownhosts` ADDED (direct dep since v0.6 D-030). Added `pinned-host-key-fail-closed` + `atomic-file-rewrite` + `coverage-floor-70` constraints.
### data-engineer
- **Domain**: data
- **Frameworks**: `modernc/sqlite`, `iter`, `hashicorp/hcl/v2`, `testing`
- **Constraints**: `schema-first`, `migration-safe`, `local-storage-only`, `no-goroutine-leak`, `nullable-column-handling`, `coverage-floor-70`
- **Territory**: `internal/store/**`, `internal/audit/**`, `internal/certpaths/**`, `internal/jobspec/**`, `internal/model/**`, `internal/store/migrations/**`
- **Active**: true
- **Reason**: Owns P01 coverage for `internal/store` (including the missing `cert_repo_test.go` — a v0.7 P01 leftover; Insert/Get/List/ListByNode/LatestForKind/PruneOlderThan/Delete + N=3 rotation history per REQ-025), `internal/audit` (sqlite-backed audit_log row asserts via `engine.Audit` + `store.AuditRepo`, slog capture via test handler), `internal/certpaths` (path-join asserts with temp dir + ORCA_HOME/ORCA_DB env), and `internal/jobspec` (golden-file HCL fixtures in a new `testdata/` dir + error-path table for Parse/Validate/ParseFile). Frameworks updated: `iter` + `hashicorp/hcl/v2` added (matches actual go.mod — jobspec uses hclsimple; store Watch uses iter.Seq). Added `coverage-floor-70` constraint.
### cli-engineer
- **Active**: false (v0.8)
- **Reason**: Deactivated — merged into lead-developer. The cli coverage work is test-only; `--host-key-fingerprint` and `key-reset` are a 1-flag and 1-subcommand addition to the existing `internal/cli/node.go`, not a new CLI subsystem.
### security-engineer
- **Active**: false (v0.8)
- **Reason**: Deactivated — v0.8 refines the existing proxmox SSH trust surface (pinned host-key callback, key-reset known_hosts rewrite) but does NOT add new security architecture (no new CA, no new X.509, no new crypto). The trust work is backend-engineer territory (SSH dialer + known_hosts file manipulation). The `internal/security/sshkey.go` is unchanged in v0.8. Was active in v0.6 (SSH keygen + sudoers), deactivated in v0.7, remains deactivated in v0.8.
### devops-engineer
- **Active**: false (v0.8)
- **Reason**: Deactivated — `verify-reqs` is a Go program (`cmd/verify-reqs/main.go`), not a CI/packaging change. The `.coreci.yml` edit is a 3-line validate-pipeline hook (lead-developer territory). No install.sh, Dockerfile, or release-pipeline surface in v0.8.
### network-engineer
- **Active**: false (v0.8)
- **Reason**: Deactivated — no transport/mTLS surface change. `internal/transport` coverage is test-only on the existing mTLS layer (httptest.NewTLSServer, no new TLS config). The SSH trust work is point-to-point bootstrap, not the mTLS mesh network-engineer owns.
### frontend-engineer
- **Active**: false (v0.8)
- **Reason**: No web UI in Orca (unchanged from v0.1 onward).
## Territory Enforcement
- **Mode**: `warn` (per `config.json`)
- **Behavior**: Out-of-territory file changes log a warning but do not block.
- **Key overlaps in v0.8** (lead-developer adjudicates):
- `internal/cli/node.go` — backend-engineer (`--host-key-fingerprint` flag + `key-reset` subcommand + proxmox pass-through) vs lead-developer (cli coverage tests). Boundary: backend owns the command implementation; lead owns the test files (`node_test.go`).
- `internal/proxmox/bootstrap.go` — backend-engineer (pinned callback, TOFU fix, sessionRunner seam) vs data-engineer (no overlap — proxmox has no store/audit code). Clean boundary.
- `cmd/verify-reqs/main.go` — lead-developer (Go program + Makefile + .coreci.yml) vs data-engineer (no overlap — verify-reqs parses markdown, not DB). Clean boundary.
- `internal/store/cert_repo_test.go` — data-engineer (test file) vs backend-engineer (no overlap — cert_repo is data territory). Clean boundary.
## v0.8 vs v0.7 Persona Diff
| Change | Rationale |
|--------|-----------|
| `lead-developer` retained | Owns cmd/orca smoke test, internal/cli coverage (non-node subcommands), cmd/verify-reqs Go program. |
| `backend-engineer` retained | Owns internal/transport + internal/engine tests + SSH trust-surface in proxmox + cli/node. Frameworks corrected: connectrpc removed (not in go.mod), x/crypto/ssh added. |
| `data-engineer` retained | Owns internal/store (cert_repo gap) + internal/audit + internal/certpaths + internal/jobspec tests. Frameworks corrected: iter + hcl/v2 added. |
| `security-engineer` remains deactivated | v0.8 refines existing SSH trust surface, no new security architecture. |
| `cli-engineer` remains deactivated | Merged into lead-developer (test-only + 1 flag + 1 subcommand). |
| `devops-engineer` remains deactivated | verify-reqs is a Go program, not CI/packaging. |
| `network-engineer` remains deactivated | No transport/mTLS surface change (test-only). |
| `frontend-engineer` remains deactivated | No web UI. |
---
## v0.10 Docs & Install Milestone — Persona Configuration
```yaml
---
active:
- lead-developer
- backend-engineer
- docs-engineer
deactivated:
- data-engineer
- security-engineer
- network-engineer
- devops-engineer
- cli-engineer
- frontend-engineer
phase_specific:
- docs-engineer
reason: |
v0.10 is a documentation + install-hardening milestone. It touches two
territories: scripts/ (release.sh, install.sh — bash, backend-engineer)
and docs/ + examples/ + README.md (markdown, lead-developer +
docs-engineer). No Go orchestration code changes, no schema/migration
changes, no UI, no security/crypto surface, no transport/network
surface. The data-engineer, security-engineer, network-engineer, and
devops-engineer personas are deactivated for this milestone.
---
```
### lead-developer (v0.10)
- **Active**: true
- **Territory**: `docs/**/*.md`, `examples/**`, `README.md`,
`.ciagent/**/*.md` (coordination + cross-cutting docs)
- **Frameworks**: markdown, cobra (for CLI reference accuracy)
- **Reason**: Owns the CLI reference doc, jobspec reference, ingress
guide, examples directory, README refresh, and namespace.md update.
Coordinates factual accuracy against the live codebase.
### backend-engineer (v0.10)
- **Active**: true
- **Territory**: `scripts/release.sh`, `scripts/install.sh`,
`scripts/tests/*.bash`
- **Frameworks**: bash, curl, tea CLI, Gitea API
- **Reason**: Owns the release/install pipeline fix (cross-build amd64,
asset verification, fallback walk). The scripts are API-adjacent
tooling that interacts with the Gitea releases API.
### docs-engineer (v0.10 — phase-specific)
- **Active**: true (phase-specific: P2, P3, P4)
- **Territory**: `docs/cli.md`, `docs/jobspec.md`, `docs/ingress.md`,
`examples/full-stack/**`
- **Frameworks**: markdown, GitHub-flavored markdown
- **Constraints**: factual-accuracy-against-codebase,
cross-link-resolution, deprecation-callouts
- **Reason**: Custom persona for the markdown authoring work. Ensures
every factual claim in the docs is grounded in the live codebase
(struct fields, flag definitions, paths) and every cross-link
resolves. Removed after P4.
### Deactivated personas (v0.10)
- **data-engineer**: no schema/migration work this milestone.
- **security-engineer**: no crypto/threat-model work this milestone.
- **network-engineer**: no transport/socket work this milestone.
- **devops-engineer**: no packaging/distribution work beyond the
release.sh fix (owned by backend-engineer).
- **cli-engineer**: no new CLI commands this milestone.
- **frontend-engineer**: no web UI (unchanged from v0.1).
| Change | Rationale |
|--------|-----------|
| `data-engineer` reactivated | Owns migration 0006 + NodeRepo schema extension (kind/os columns). |
| `security-engineer` reactivated | Owns SSH keygen, TOFU host-key, sudoers, PVE role — first-class security surface. |
| `devops-engineer` deactivated | v0.6 has no packaging/distribution surface. |
| `network-engineer` remains deactivated | No transport/mTLS surface. |
| `frontend-engineer` remains deactivated | No web UI. |