orchestrator/agent-team/DEPLOY-R720.md

# P1 - agent-team Plane-2 coordinator deployment (R720 VM)

Status: **P1 DEPLOY ARTIFACTS** - the systemd unit + this runbook. The coordinator
daemon (`run-team.py serve`) is built by a separate agent; this file is the
operator runbook for standing it up on the always-on R720 VM.

The agent-team coordinator is the long-running Plane-2 brain: it drives the
LangGraph pipeline, owns the durable `pending_questions` ledger, and runs the
Slack Socket Mode inbound listener that receives clarifier answers. It shares the
`sh-secrev` VM and the `~/secrev.env` secrets file with the Path B security sweep
(see `../security-review/DEPLOY-R720.md`), but it is a **service** (always-on),
not a timer-driven oneshot.

## Host

- **Hypervisor:** R720 at `10.10.60.40` (Windows Server 2022, Hyper-V role).
- **VM:** `sh-secrev`, always-on Ubuntu 24.04, Gen2, **4GB / 2 vCPU / 40GB**
  dynamic vhdx at `10.10.60.120`.
- **Reach it:** `ssh -i ~/.ssh/r720_seahaven adam@10.10.60.120` (key-only,
  NOPASSWD sudo).

Operate on the VM, not from the Mac against the host by hand.

## 1. SNAPSHOT FIRST

**Standing rule: snapshot the VM before any provisioning change.** This box is a
4GB / 2 vCPU / 40GB VM at `10.10.60.120`. Take a Hyper-V checkpoint on the R720
host **before** you install pip deps, the unit, or touch `~/secrev.env`, so the
whole change is one-command reversible (see ROLLBACK). Do not skip this because
"it is only a pip install" - a bad dep set or a wedged service is exactly what
the snapshot exists to undo.

## 2. Prereqs on the VM

Already present from the secrev deploy:

- **Python 3** (3.12) and the `claude` CLI (Node) - the subscription-auth path.
- **Repo:** `~/orchestrator/` (rsync from the Mac, NOT a git clone). The
  agent-team package lives at `~/orchestrator/agent-team/`.

New for the coordinator - a dedicated venv under `agent-team/.venv` (excluded
from rsync) with the coordinator/transport deps:

| pip dep | Why |
|---|---|
| `langgraph` | the coordinator pipeline graph |
| `langgraph-checkpoint-sqlite` | `SqliteSaver` checkpointer against the ledger DB |
| `claude-agent-sdk` | subscription-auth Claude invocation seam |
| `slack_sdk` | Slack Web API (post questions, `chat:write`) |
| `slack_bolt` | Socket Mode inbound listener (receive answers) |

The ledger DB defaults to `agent-team/state/agent_team.sqlite`; the audit log to
`agent-team/state/audit.log.jsonl`. Both live under `state/` (gitignored,
never committed).

## 3. Secrets - append to `~/secrev.env` (mode 600, never committed)

The coordinator reads its secrets from the same `~/secrev.env` the secrev sweep
uses. Append these (do not echo them into shell history files; lock the file
down after):

```
echo 'CLAUDE_CODE_OAUTH_TOKEN=...'   >> ~/secrev.env   # from `claude setup-token`
echo 'SLACK_BOT_TOKEN=xoxb-...'      >> ~/secrev.env   # bot token, chat:write
echo 'SLACK_APP_TOKEN=xapp-...'      >> ~/secrev.env   # app-level, connections:write (Socket Mode)
echo 'SLACK_CHANNEL_ID=C0XXXXXXX'    >> ~/secrev.env   # target clarifier channel
echo 'AGENT_TEAM_SLACK_OWNER_IDS=U0XXXXXXX'  >> ~/secrev.env   # authorized answerer(s), comma-separated
chmod 600 ~/secrev.env
```

- `CLAUDE_CODE_OAUTH_TOKEN` - subscription OAuth from `claude setup-token`. The
  same token type the secrev sweep uses.
- `SLACK_BOT_TOKEN` (`xoxb-`) - bot token with `chat:write`; posts questions.
- `SLACK_APP_TOKEN` (`xapp-`) - app-level token with `connections:write`;
  **required for Socket Mode** (opens the inbound WebSocket that hears answers).
- `SLACK_CHANNEL_ID` - the channel id the coordinator posts clarifiers to.
- `AGENT_TEAM_SLACK_OWNER_IDS` - comma-separated Slack **user ids** of the
  authorized answerers (e.g. Adam's `U…` id). The inbound listener enforces this
  as an owner allowlist (AUTHZ-01): only a sender in this set may answer/steer
  the pipeline. **The listener fails closed** - if this is unset/empty it rejects
  **every** answer (logs a warning naming `AGENT_TEAM_SLACK_OWNER_IDS`), so it
  must be set for the human gate to function. Look up your user id via Slack
  profile → "Copy member ID", or the `users.identity` / `auth.test` API.

**CRITICAL:** `ANTHROPIC_API_KEY` must **NOT** be set on this host. A raw API key
would silently win over the subscription OAuth and meter to API rates. The box
runs on subscription OAuth only.

## 4. Deploy steps

```
# 4a. From the Mac - rsync the repo (same pattern/excludes as secrev):
rsync -av --exclude .env --exclude .venv \
  ~/Documents/repositories/orchestrator/ adam@10.10.60.120:orchestrator/

# 4b. On the VM - create + activate the agent-team venv and install deps:
ssh -i ~/.ssh/r720_seahaven adam@10.10.60.120
cd ~/orchestrator/agent-team
python3 -m venv .venv
. .venv/bin/activate
pip install langgraph langgraph-checkpoint-sqlite claude-agent-sdk slack_sdk slack_bolt

# 4c. Initialize the durable ledger DB (idempotent; creates state/agent_team.sqlite):
python3 run-team.py init-db

# 4d. Install + start the service:
sudo cp systemd/agent-team-coordinator.service /etc/systemd/system/
sudo systemctl daemon-reload
sudo systemctl enable --now agent-team-coordinator.service

# 4e. Verify it is up:
systemctl status agent-team-coordinator.service
journalctl -u agent-team-coordinator.service -e -f
```

The unit runs `python3 run-team.py serve` from
`WorkingDirectory=/home/adam/orchestrator/agent-team` as `User=adam`, loading
secrets from `EnvironmentFile=/home/adam/secrev.env`. `Restart=on-failure` keeps
it up across transient faults; `journalctl -u` is the live log.

## 5. P1 live exit-criteria demo (§3.3.1)

Demonstrate all four once the service is live. Map each to the operator commands
(`run-team.py list / show / force-resume`, `systemctl`). Run the CLI from the
working dir so it hits the default ledger: `cd ~/orchestrator/agent-team`.

**(a) Crash-safe resume - kill mid-wait, restart, task resumes.**
Start a task, get it to a clarifier wait (`run-team.py list` shows an `open`
question), then:
```
sudo systemctl stop agent-team-coordinator.service
sudo systemctl start agent-team-coordinator.service
journalctl -u agent-team-coordinator.service -e   # confirm the task resumes from the ledger/checkpoint
run-team.py show <question_id>                     # the question is still open, not lost
```
Pass: the task picks up the same waiting question after restart (the LangGraph
`SqliteSaver` checkpoint + the durable ledger survive the kill).

**(b) Duplicate Slack answer is a no-op.**
Answer a question in Slack, then answer the **same** question again.
```
run-team.py show <question_id>   # status flipped to answered exactly once; answered_via is the first answer
```
Pass: the first answer wins (`rowcount == 1`); the duplicate hits the
`BEGIN IMMEDIATE` compare-and-set and is ignored (`rowcount == 0`) - no second
resume, no error.

**(c) Past-deadline answer is rejected + the task parks.**
Let a question's `deadline_at` pass with no answer, then answer late.
```
run-team.py show <question_id>           # status == expired (auto-expired at deadline)
run-team.py list --parked                # the now-parked task surfaces here
```
Pass: the expired question rejects the late answer and the task parks rather than
spins. To un-park it deliberately:
```
run-team.py force-resume <question_id> --confirm   # reopens the expired question for re-delivery
```

**(d) Two concurrent tasks resume independently to the correct thread.**
Start two tasks concurrently, each reaching its own clarifier wait.
```
run-team.py list   # two distinct open questions, distinct thread_id values
```
Restart the service (as in (a)); answer each in Slack.
Pass: each task resumes to its own `thread_id` / channel - no cross-talk, no
answer routed to the wrong task.

## 6. Rollback

```
# Stop + disable the service and remove the unit:
sudo systemctl disable --now agent-team-coordinator.service
sudo rm /etc/systemd/system/agent-team-coordinator.service
sudo systemctl daemon-reload

# Restore the VM from the pre-provision Hyper-V checkpoint (§1) to undo
# pip deps + any host changes in one step.
```

The ledger is **local state** under `agent-team/state/` (not in git). To reset
it without a full snapshot restore: back it up first, then wipe.
```
cp ~/orchestrator/agent-team/state/agent_team.sqlite{,.bak}   # back up
rm ~/orchestrator/agent-team/state/agent_team.sqlite*         # wipe (then re-run init-db)
```
Note the secrets in `~/secrev.env` are NOT removed by rollback - leave them, or
strip the four agent-team keys if you are decommissioning entirely.

## 7. Security

- **Slack inbound listener (Socket Mode) is the auth + untrusted-input surface.**
  It accepts inbound messages over a WebSocket and turns them into ledger
  mutations (answering live clarifier questions). It **must pass
  `/sh-security-review`** before this is enabled in production - that review is
  mandatory for authentication/authorization and untrusted-input handling
  changes, and this is both.
- **No IAM / OIDC is involved in P1.** The box runs on subscription OAuth
  (`CLAUDE_CODE_OAUTH_TOKEN`) and Slack tokens only; there is no AWS role, no
  OIDC trust relationship, no cloud permission surface in this deploy.
- `~/secrev.env` stays mode 600 and out of git; `state/` (ledger + audit log) is
  gitignored and written 0600.