ops-mason/AGENTS.md

# ops-mason — Agent Instructions

## Repo Identity

**Purpose:** Builder of NetKingdom security infrastructure (AppRoles, policies, KV paths) for ops-warden to route to

**Domain:** infotech
**Repo slug:** ops-mason
**Topic ID:** `cee7bedf-2b48-46ef-8601-006474f2ad7a`
**Workplan prefix:** `MASON-`

---

## State Hub Integration

The Custodian State Hub tracks work across all domains. Interact via HTTP REST —
there is no MCP server for Codex agents.

| Context | URL |
|---------|-----|
| Local workstation | `http://127.0.0.1:8000` |
| Remote (railiance01, in-cluster) | `http://10.43.68.154:8000` |
| Optional local edge relay | http://127.0.0.1:18080 |

When an operator has enabled the edge relay, set API_BASE to the relay URL.
Queueable writes return an explicit queued receipt if the central hub is
unreachable. Treat that as pending local evidence, then ask the operator to run
statehub outbox status/replay after connectivity returns.

### Orient at session start

```bash
# Offline brief — works without hub connection
cat .custodian-brief.md

# Active workplans for this domain
curl -s "http://127.0.0.1:8000/workplans/?topic_id=cee7bedf-2b48-46ef-8601-006474f2ad7a&status=active" \
  | python3 -m json.tool

# Check inbox
curl -s "http://127.0.0.1:8000/messages/?to_agent=ops-mason&unread_only=true" \
  | python3 -m json.tool
```

Mark a message read:
```bash
curl -s -X PATCH "http://127.0.0.1:8000/messages/<id>/read" \
  -H "Content-Type: application/json" -d '{}'
```

### Log progress (required at session close)

```bash
curl -s -X POST http://127.0.0.1:8000/progress/ \
  -H "Content-Type: application/json" \
  -d '{
    "summary": "what was done",
    "event_type": "note",
    "author": "codex",
    "workplan_id": "<uuid>",
    "task_id": "<uuid>"
  }'
```

Omit `workplan_id` / `task_id` when not applicable.

### Update task status

```bash
curl -s -X PATCH "http://127.0.0.1:8000/tasks/<task_id>" \
  -H "Content-Type: application/json" \
  -d '{"status": "progress"}'
# values: wait | todo | progress | done | cancel
```

### Flag a task for human review

```bash
curl -s -X PATCH "http://127.0.0.1:8000/tasks/<task_id>" \
  -H "Content-Type: application/json" \
  -d '{"needs_human": true, "intervention_note": "reason"}'
```

---

## Session Protocol

**Start:**
1. `cat .custodian-brief.md` — domain goal and open workplans (offline-safe)
2. Check inbox: `GET /messages/?to_agent=ops-mason&unread_only=true`; mark read
3. Scan workplans: `ls workplans/` — note `status: ready`, `active`, or `blocked` files and open tasks
4. Check human-needed tasks: `GET /tasks/?needs_human=true`

**During work:**
- Update task statuses in workplan files as tasks progress
- Record significant decisions via `POST /decisions/`

**Close:**
1. Update workplan file task statuses to reflect progress
2. If finishing a workplan: hand off **residuals** as live work records first
   (intake with `origin: residual` + `origin_ref: <WP-id>`, or a next workplan /
   decision / engagement). Do not park leftovers only in prose or `SCOPE.md`.
   Canon: `the-custodian/canon/standards/work-record-types_v0.1.md` § Residuals.
3. Log: `POST /progress/` with a summary of what changed (name handoff ids)
4. After workplan file changes, run:
   ```bash
   statehub fix-consistency
   ```
   Coding agents should run this directly; ask the operator only if the CLI or
   State Hub API is unavailable. This syncs task status from files into the hub DB.

---

{CREDENTIAL_ROUTING}

<!-- REPO-AGENTS-EXTENSIONS -->
<!-- Append repo-specific agent instructions below this marker.
     The state-hub template sync preserves content after this line. -->

---

## Workplan Convention (ADR-001)

Work items originate as files in this repo — not in the hub. The hub is a
read/cache/index layer that rebuilds from files.

**File location:** `workplans/MASON-NNNN-<slug>.md`

**Archived location:** finished workplans may move to
`workplans/archived/YYMMDD-MASON-NNNN-<slug>.md`. The `YYMMDD` prefix is
the completion/archive date; the frontmatter `id` does not change.

**Ad Hoc Tasks:** small opportunistic fixes discovered during a session use
`workplans/ADHOC-YYYY-MM-DD.md` with task ids `ADHOC-YYYY-MM-DD-T01`, etc. Use
this only for low-risk work completed directly; create a normal workplan for
anything needing analysis, design, approval, dependencies, or multiple phases.

**Frontmatter:**

```yaml
---
id: MASON-NNNN
type: workplan
title: "..."
domain: infotech
repo: ops-mason
status: proposed | ready | active | blocked | backlog | finished | archived
owner: codex
topic_slug: ...
created: "YYYY-MM-DD"
updated: "YYYY-MM-DD"
state_hub_workstream_id: "<uuid>"   # fix-consistency — do not edit (legacy field name; workplan UUID)
---
```

Use `proposed` for a new draft, `ready` after review against current repo
state, and `finished` after implementation. `stalled` and `needs_review` are
derived health labels, not frontmatter statuses.

**Terminology:** workplan is the fleet term; `workstream` appears only in legacy
API/MCP/frontmatter bridges until `STATE-WP-0069` retires them — see
`the-custodian/canon/standards/workplan-terminology-fleet_v0.1.md`.

**Task block format** (one per `##` section):

```
## Task Title

` ` `task
id: MASON-NNNN-T01
status: wait | todo | progress | done | cancel
priority: high | medium | low
state_hub_task_id: "<uuid>"         # written by fix-consistency — do not edit
` ` `

Task description text.
```

Status progression: `todo` → `progress` → `done`; use `wait` for waiting/blocked work and `cancel` for stopped work.

**Residuals when finishing:** actionable leftovers become live work records
before `status: finished` — usually an intake (`origin: residual`,
`origin_ref: MASON-NNNN`) or a spawned workplan. Residual is a *role*,
not a kind. Fleet list lives on State Hub, not in `SCOPE.md`.

To create a new workplan:
1. Write the file following the format above
2. Run `statehub fix-consistency` locally; ask the operator only if the CLI or
   State Hub API is unavailable.

## OpenBao Access — how to grant a session, and what it authorises

ops-mason builds in OpenBao, so it needs a session. Do not hand it your own
operator session: that gives everything you have, for as long as you have it,
and every action lands in the audit log as you.

```bash
./scripts/bao-session.sh status          # what session exists, if any
./scripts/bao-session.sh login           # refresh YOUR operator session (OIDC)
./scripts/bao-session.sh grant <task>    # mint a scoped token for Claude
./scripts/bao-session.sh revoke          # end it immediately
```

`grant` mints a **separate** token into `~/.claude-bao-token` — your own
`~/.vault-token` is untouched, and the two revoke independently. The agent uses
it as `BAO_TOKEN=$(cat ~/.claude-bao-token) bao <cmd>`.

### What the grant authorises

Policy `ops-mason-build` (`policies/ops-mason-build.hcl`), 45 minutes, max one
hour, named `claude-<task>`:

| Allowed | Denied |
|---|---|
| read `sys/mounts`, `sys/auth`, policy list — the phase-2 survey | **every read of `*/data/*`** on `platform`, `operators`, `secret` |
| create/update policies under `sys/policies/acl/*` | enabling or tuning mounts (`sys/mounts/*`) — a railiance-platform act |
| create/update `auth/kubernetes/role/*`, `auth/approle/role/*` | anything not listed |
| read KV **metadata** — versions and timestamps, enough to confirm a delivery landed | KV **values** |
| mint and revoke short-lived test tokens, check capabilities | |

The denial is the point. `SCOPE.md` says ops-mason never touches secret values;
this makes OpenBao enforce it rather than leaving it to whoever is driving. An
explicit `deny` outranks any grant, including one added to this policy later by
mistake.

### Choosing the task name

`grant <task>` sets `display_name=claude-<task>`, so the audit log attributes an
action to a piece of work rather than to a person. Use the workplan task where
there is one — `grant MASON-WP-0003-T02` — otherwise something a reader would
recognise later.

### When a broader grant is genuinely needed

Enabling a mount, reading a value, or touching another subsystem's paths is out
of `ops-mason-build` on purpose. Do not widen the policy to get past a refusal.
Either the act belongs to another repo, or it needs its own named policy and its
own decision — the way `operators/` did.