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Persona Orchestration — Changelog

All significant changes to the Persona Orchestration module.

← Back to Persona Orchestration overview

2026-05-18 — Modules refactor + doc consolidation + CUO v3.0.0-a4 supervisor (Phases 1+2+3+4) + Sessions A–N catalog completion + CHANGELOG centralisation + TASK-CUO-106

Massive multi-stream day. Four parallel programs landed end-to-end:

Stream 1 — CUO catalog completion (Sessions A through N)

  • Sessions A–C (2026-05-17 evening → 18 morning): Tier-1 (29) + Tier-2 (29) + Tier-3 (8) skill pairs shipped — closed NEEDED_SKILLS gap to 66/66 = 100%
  • Session D: 14 Now-tier workflows (CEO 5 + CFO 5 + chief-of-staff 4) — all chain shipped skills
  • Session E: 5 Tier-4 legal skill pairs + 5 CLO-Legal workflows
  • Session F: 6 Tier-5 security/sales/delivery skill pairs + 16 Series-A workflows (COO + CHRO + CSO-Sales + CISO)
  • Session G: 1 Tier-6 skill (churn-analysis) + 10 Scale-up workflows (CRO-Revenue + CPO-Privacy first-coverage + CFO/CHRO depth)
  • Session H: 5 Tier-7 Enterprise skill pairs + 20 Enterprise workflows (CPO-Product + CDO-Data + CAIO + CCO-Customer + Chief-Knowledge-Officer)
  • Sessions I–N: 124 niche-persona workflows authored through the EXISTING 104-pair catalog (six consecutive "no new skills needed" sessions, validating the v3.0.0 supervisor hypothesis)
  • Final state: 104 author+audit pairs / 208 bundles / 108 contracts; 47 active personas (1 EXTINCT cautionary tale chief-metaverse-officer); 194 workflows live; zero planned: gaps

    • Stream 2 — CUO v3.0.0 Python supervisor (Phases 1+2+3)

  • Phase 1 (3.0.0a1): catalog scanner + persona/workflow discovery + chain validator + two-stage router with domain-language fallback + dry-run mode. 9/9 tests pass. CLI: list-personas, list-workflows, route, dry-run
  • Phase 2 (3.0.0a2): Invoker ABC + MockInvoker + SubprocessInvoker + select_invoker('auto') + execute_chain() walking workflow chains with filesystem hand-off. CLI: execute. 14/15 tests pass
  • Phase 3 (3.0.0a3): LLMInvoker (mock-llm default + Anthropic API mode reading SKILL.md as system prompt + RUBRIC.md guardrails for audit skills) + memory audit-chain emission via cyberos.core.writer.Writer wrapper. CLI: --invoker llm, --memory-emit, --actor. 21/22 tests pass (1 expected skip — catalog-complete invariant); HEAD advances 01 → 03 on first emit
  • Phase 4 (3.0.0a4): 5 special-case workflow Handler subclasses at modules/cuo/cuo/core/handlers/ — LinearHandler (default), TimeCriticalHandler (bypass scheduling + SLA breach audit), PerInstanceHandler (iterate ×N + fan-in summary), MultiOutputHandler (fan-out final step per recipient), SequentialApprovalHandler (gate chain B on approval of chain A), PersonaPairHandler (interleaved chains with shared artefact ownership). Dispatched by workflow pattern: frontmatter. Spec at docs/tasks/cuo/TASK-CUO-106-supervisor-phase4-special-handlers.md. 49/50 tests pass (was 21+1; +28 new Phase 4 tests including end-to-end dispatch against real catalog). 8 new memory audit kinds.
  • Phase 4 CLI wiring (this session close): cyberos-cuo execute now auto-dispatches via pick_handler(workflow) and prints # dispatched to when pattern ≠ linear. New flags: --explain (show pattern + handler + workflow_file + rationale before invocation) + --no-handler-dispatch (bypass for debug). WorkflowEntry.frontmatter dict added to modules/cuo/cuo/core/catalog.py so arbitrary frontmatter fields (pattern, sla_minutes, instance_descriptor, output_recipients, gates, peer_persona, etc.) survive parsing. 15 affected workflows patched with pattern: frontmatter (3 time_critical + 1 per_instance + 1 multi_output + 1 sequential_approval pair + 4 persona_pair pairs).
  • C1 — CUO depth additions (first wave): 27 new workflows shipped across 14 priority personas (ceo, cfo, cto, chro, cso-sales, coo, cmo, ciso, cdo-data, cpo-product, chief-of-staff, cro-revenue, caio, cpo-privacy). Catalog now: 221 workflows total (was 194 post-Session N). ~250-450 workflows of depth headroom remain across 33 other personas.
  • Governance docs consolidation: 4 generated reports (CONTRACT_VERIFICATION_REPORT.md + IMPLEMENTATION_ORDER.md + MIGRATION_AUDIT.md + SPRINT_PLAN.md) merged into single docs/tasks/REPORTS.md with §1-§4 sections. Top-level task governance files now 4 (was 7): task-audit skill, BACKLOG.md, REPORTS.md, VN_GLOSSARY.md.
  • Commit manifest prepared: COMMIT.md at repo root with conventional-commit message, tag v3.0.0-a4, and pre-push validation checklist.
  • Persona-slug normalisation (final session change): all 33 short-acronym persona folders renamed to full chief-*-officer form for consistency. cto/ → chief-technology-officer/, cfo/ → chief-financial-officer/, cco-customer/ → chief-customer-officer/, etc. 15 personas already in full form left unchanged (chief-architect, chief-of-staff, chief-{brand,digital,ethics,innovation,knowledge,medical,remote,trust,transformation,esg,automation,happiness,metaverse}-officer). Total: 1,447 substitutions across 241 files (workflow frontmatter workflow_id/persona/escalates_to/consults/peer_persona/approver_persona, persona READMEs, MODULE.md catalog, test_smoke.py assertions, CLI docstring examples, website html, task catalog, modules/cuo/README.md). Python package cuo at modules/cuo/cuo/ intentionally NOT renamed (Python identifier constraint). 49/50 tests still pass post-rename. End-to-end smoke: memory HEAD advanced 09 → 0c; cyberos-cuo execute chief-privacy-officer/breach-response-cycle --explain dispatches to TimeCriticalHandler correctly.
  • Deploy artefacts cleanup (post-deploy): website manually deployed to cyberos.cyberskill.world via Vercel by operator. Removed deploy-tooling clutter from repo root: vercel.json, .vercelignore, DEPLOY-VERCEL.md (deploy is operator-controlled, no CI commitment in-repo); .wrangler/ cache+tmp dirs (Cloudflare path abandoned for this site); .cuo-slug-mapping.json (transient rename artefact — mapping now lives in git history + memory + this CHANGELOG only). Rewrote website/README.md + website/docs/DEPLOYMENT.md to reflect Vercel-deployed reality (replacing the 228-line Cloudflare-centric DEPLOYMENT.md with a 49-line operator-flow doc).

    • Stream 3 — Repo refactor + doc consolidation

  • Moved cuo/, skill/, memory/ → modules// (isolation preserved)
  • Consolidated each module's docs/ into a single comprehensive README.md at module root:
  • modules/cuo/README.md — 713 lines
  • modules/skill/README.md — 4,112 lines (existing 2,478-line wiki + 8 appendices)
  • modules/memory/README.md — 612 lines
  • Kept protocol artefacts at module root (NOT folded): AGENTS.md (symlink target), INTEROP.md, memory.schema.json, memory.invariants.yaml, MODULE.md (cuo + skill canonical catalogs)
  • Updated root CLAUDE.md + AGENTS.md symlinks → modules/memory/AGENTS.md
  • Deleted outdated docs/prd/ (724K) + docs/srs/ (2.3M); both frozen 2026-05-15
  • Promoted docs/tours/ → repo-root tours/ (7 CodeTour operational runbooks)
  • Patched modules/cuo/cuo/cli.py::_find_cyberos_root + _resolve_roots to prefer modules/ layout, fall back to legacy flat
  • Patched modules/cuo/cuo/core/memory_bridge.py::_try_import_memory_writer + _find_memory_root for the new ancestry walk
  • Rewrote root README.md + docs/README.md for the new layout
  • Per-module CHANGELOG split completed — each module now owns its changelog at modules//CHANGELOG.md

    • Stream 4 — task catalog refresh

  • Authored TASK-CUO-106 (+ .audit.md sibling) — Phase 4 special-case workflow handlers spec. 256 lines normative + 1 line audit (10/10).
  • Refreshed docs/tasks/BACKLOG.md header: v0.2.0 → v0.3.0. Added per-module production-status table. Added "What changed since v0.2.0" section.
  • Task catalog audit confirmed: 0 stale cyberos/skill/, cyberos/cuo/, or cyberos/memory/ paths; the 26 domain folders already use modules/ paths.

    • End-to-end verification

  • pytest tests/ -v in modules/cuo/ → 21 passed, 1 skipped (same green status as pre-refactor)
  • CLI smoke: cyberos-cuo execute chief-technology-officer/adr-quick-capture --memory-emit → COMPLETED, 3 memory rows emitted, HEAD advanced 03 → 06
  • Root symlinks resolve correctly to modules/memory/AGENTS.md

    • Files touched (high level)

  • 12 new persona-folder workflow batches (~150 markdown files)
  • 79 new skill-pair scaffolds (~470 files across SKILL.md / RUBRIC.md / CHANGELOG.md / CONTRACT.md / template.md)
  • 8 new Python source files (cuo/{catalog, validator, router, supervisor, invoker, llm_invoker, memory_bridge}.py + tests)
  • 3 module READMEs rewritten (~5,400 lines)
  • root README + docs/README rewritten
  • 1 root CHANGELOG.md consolidated (this entry's merge)

    • 2026-05-15 — CUO module page rewritten to Gold (agent orchestrator + Lumi identity wrapper + skill broker contract + cross-module surfaces)

    Rewrote website/docs/modules/cuo.html from 1035 → 1362 lines (+327 lines, +32%). Encodes three strategic roles the CUO module plays simultaneously — skill-routing memory, persona catalogue (agent-equal C-level members), Lumi tenant-identity wrapper — with explicit handling of the agent_persona JWT shape from AUTH §2.7 and the capability-broker contract from SKILL §3.5. Targeted Edit operations preserved every gold-quality detail of the shipped Phase 1 (rule-based router, 6 core modules, 10 personas, 15 fixtures) while adding 4 strategic deep-dive sections + risk/KPI extensions + universal-protocol references.

    Changes by section:

  • </code> + <code class="px-1.5 py-0.5 rounded text-sm" style="background:var(--bg-code,#e2e8f0);color:#334155"><meta></code></strong> — reframed: "CUO — AI orchestrator · Skill-routing memory · Lumi tenant persona · CyberOS". Description names the three strategic roles + the Phase 1 ship state + the P0 · exit/P1 · exit/P2 · exit roadmap to Phases 2-4.</li> <li class="mb-1 "><strong>Hero tagline + lede</strong> — explicit "agent orchestrator" framing; introduces Genie (face) / CUO (engineer view) / Lumi (org-tenant identity) naming distinction in one paragraph; lists all 3 strategic roles with Phase milestones.</li> <li class="mb-1 "><strong>Hero fact-grid</strong> — extended from 8 to 12 cards: added Strategic role + Lumi readiness (P3 unlock) + Routing latency p95 + Audit-chain coverage (100%); changed "Tests" formatting to 15+15 (pytest+fixtures).</li> <li class="mb-1 "><strong>NEW §0 "The bigger picture — three strategic roles"</strong> — 3-card layout (Role 1 skill-routing memory / Role 2 persona catalogue agent-equal / Role 3 Lumi tenant identity). Cross-module dependency Mermaid with CUO as hub touching 7 user surfaces upstream + 5 downstream systems including Lumi's memory at P3+. Auto-vs-human-in-loop operations matrix (8 rows) — explicit normative split.</li> <li class="mb-1 "><strong>TOC</strong> — added bigger-picture · lumi-identity · skill-broker · cross-module-surfaces entries (4 new strategic anchors).</li> <li class="mb-1 "><strong>NEW §3.5 "Lumi identity wrapper — local CUO ↔ org-tenant persona"</strong> — 3-row Lumi vs Genie vs local-CUO naming table; full AUTH JWT shape with agent_persona + tenant_id + scope_grants per AUTH §2.7; 4-row cross-tenant synthesis output table (updated persona prompts / keyword banks / cross-tenant lessons / vertical-pack updates) with cadence + privacy floor for each.</li> <li class="mb-1 "><strong>NEW §3.6 "Skill broker contract — capability-gate at every invocation"</strong> — 11-step Mermaid sequence (User → CUO → catalog → broker → AUTH → pre-audit → skill exec → post-audit); 7-row CUO↔broker contract table (catalog stability + scope_grants + allowed_tools + destructive-op gate + pre+post audit + tenant isolation + version pinning); 10-row defer-to-human matrix (CEO/COO/CFO/CMO/CTO/CHRO/CSO/CLO/CDO/CPO) with auto-OK vs defers split.</li> <li class="mb-1 "><strong>NEW §3.7 "Cross-module CUO surfaces — where Genie appears"</strong> — 9-row canonical surface table (CHAT @lumi / EMAIL Genie / PROJ inline / CRM next-action / KB ask-the-docs / TIME assist / INV pre-send check / PORTAL client / OBS triage) with trigger + context shipped + UI affordance for each. Per-surface latency budget table (6 rows) with route-only p95 + total response p95 + design note per surface.</li> <li class="mb-1 "><strong>§13 Risks</strong> — added 10 new (R-CUO-008..017): Lumi tenant-id spoofing (Critical impact, CSO-owned) · destructive auto-invoke despite matrix (Critical, hard zero) · catalog drift route-vs-invoke · cross-surface latency miss · cross-tenant synthesis privacy leak · persona prompt drift via Lumi pushes · EU AI Act Art. 12 logging gap (Phase 2 migration required) · @lumi rate-limit abuse · Phase 2 LLM cascade outage degradation · Genie answers from training cutoff on company-specific topics.</li> <li class="mb-1 "><strong>§14 KPIs</strong> — added 10 new universal-protocol-aware: per-surface response p95 (PROJ inline ≤ 800 ms / CHAT @lumi ≤ 4 s) · destructive-op auto-invoke rate (= 0 hard zero) · Lumi sync push success rate (≥ 0.99 at P3+) · cross-tenant sync_class violation rate (= 0 hard zero) · persona-version stability (≤ 2 changes per quarter) · @lumi cost per active Member (≤ $5/DAU/month) · must-cite-source compliance (≥ 0.95) · dogfooding rate (100% of team by P0 · exit).</li> <li class="mb-1 "><strong>§18 References</strong> — replaced stale PRD/SRS section refs with the 4 new in-page sections + MEMORY_AUTOSYNC_DESIGN.md §5+§6 + task-audit skill (CUO + memory + Skill = first 50 tasks) + AUDIT_AND_PLAN_2026_05_14.md §3.3 (P0 · exit/P1 · exit/P2 · exit/P3 · exit+) + RESEARCH_REVIEW_2026_05_14.md §2 (8.5/10) + 8 cross-module page links + EU AI Act Art. 12/14/26 + PDPL Art. 14.</li> <p class="mb-3 leading-relaxed">Verified:</p> <li class="mb-1 ">1362 lines parses cleanly</li> <li class="mb-1 ">23 top-level sections (was 19) including 4 strategic new ones (§0, §3.5–§3.7)</li> <li class="mb-1 ">2 new Mermaid diagrams (cross-module dependency flowchart + 11-step broker sequence)</li> <li class="mb-1 ">17 risk rows (was 7), with 10 new framed around Lumi cross-tenant privacy + destructive-op gating + EU AI Act Art. 12 + Genie training-cutoff hallucination</li> <li class="mb-1 ">17 KPI rows (was 7), with hard-zero KPIs (destructive auto-invoke = 0, cross-tenant sync_class violation = 0) as the compliance floor</li> <li class="mb-1 ">Lumi naming clarified in 5+ places — Genie (user face) / CUO (engineer view) / Lumi (org-tenant identity) → consistent through hero, §0, §3.5, audit table, references</li> <p class="mb-3 leading-relaxed">The CUO page now reads as the complete answer to: (1) why CUO is the orchestrator and not "yet another chatbot framework" (the 3-role frame + cross-module surface table), (2) how the agent_persona JWT cryptographically anchors every Lumi action back to AUTH (concrete JWT example), (3) why the capability broker is the protocol-level guarantee that auto-invocation cannot escape scope (7-step sequence + 7-row contract + defer-to-human matrix), (4) where Genie actually shows up in the platform (9-row cross-module surface table with per-surface latency budgets). A new engineer reading this page cold can pick up the Phase 1 source + AGENTS.md and ship Phase 2 LangGraph integration.</p> </div> </main> </div> </body> </html>