Files
stack/docs/fleet/how-to/configure-tess-interaction.md
T
veronica f0d2dd9920 docs(W4): stamp kind and status front matter on 104 live documents
Applies the document contract from
docs/plans/2026-08-20_stack-docs-flatten-and-alignment.md section 3, partially:
`kind` and `status` only. `parent` is deliberately held until the flatten in
section 4 lands, so that 127 documents do not have to be re-pointed by hand
when docs/fleet/NORTH_STAR.yaml moves to docs/NORTH_STAR.yaml.

Scope, measured on origin/next at 63069149:

  127 live docs   = all *.md under docs/ minus docs/archive/ minus docs/_old_structure/
  104 stamped     here
   19 held        operator judgement (plan section 9), worklist in the same PR
    3 held        the SUPERSEDED TASKS.md stamps, which cite the moving path
    1 untouched   docs/fleet/FLEET-DOCTRINE.md, already stamped in W1

Kinds applied: 54 guide, 34 record, 9 spec, 6 tracking, 1 projection.
Every row carries a confidence and a one-line rationale in the worklist.

Two collisions with the existing state, both flagged rather than resolved:

1. docs/README.md:150-160 already documents a front-matter convention
   (title/type/audience/status/source_of_truth) with its own allowed values.
   It is applied to 4 of 127 files. Its `status` vocabulary is
   current|draft|deprecated|historical; the new contract's is active|superseded-by.
   The key collides. This commit lets the new contract win and rewrites
   `status: current` to `status: active` on those 4 files, keeping their other
   legacy keys untouched. No code reads any of them: `git grep source_of_truth`
   outside docs/ returns nothing. docs/README.md still prescribes the old
   convention and is an operator row, so it is not edited here.

2. Two of the plan's 20 operator rows are YAML files, not markdown
   (docs/fleet/examples/roster-v2.yaml, docs/openapi-tess.yaml), and the
   contract's front-matter form has no defined meaning for a .yaml document.
   That gap also applies to docs/fleet/NORTH_STAR.yaml, the source of truth
   itself. Raised in the worklist.

A third row from the plan, docs/fleet/north-star.md, no longer exists: W1
renamed it to docs/fleet/FLEET-DOCTRINE.md.

Verification: 104/104 parse with the expected kind and status in front matter;
the check was shown to reject a wrong kind before it was trusted. The diff
removes 4 lines total, all of them `status: current`.
2026-08-20 19:30:25 -05:00

27 lines
1.5 KiB
Markdown

---
kind: guide
status: active
---
# Configure an Interaction Instance
An interaction instance is a configurable local roster member with canonical class: interaction and matching tool_policy: interaction. “Tess” may be used as a display alias, but neither that alias nor the stable name is required or authority-bearing.
Use the [validated generic roster](../examples/roster-v2.yaml) as the safe shape. Choose a unique stable `name`, any descriptive `alias`, a supported declared runtime, explicit provider/model/reasoning, and a safe work directory. Start with:
```yaml
name: interaction-example
alias: Interaction Example
class: interaction
tool_policy: interaction
lifecycle:
enabled: true
desired_state: stopped
```
Plan the complete agent payload with the current roster generation, then create it without `--persisted-start`. Creation defaults to enabled/stopped and performs no runtime action. Review the resulting roster and projection plan before any later lifecycle decision.
The interaction class is request/status only. It cannot orchestrate, issue leases, mutate the roster/configuration, grant credentials, certify validation, approve landing, or merge. Connector and channel configuration are outside roster v2; do not add connector, channel, secret, command, remote-host, or gateway fields.
See [safe CRUD](create-update-delete-agent.md), [identity separation](../concepts/identity-class-runtime.md), and [role authority](../concepts/role-authority-and-leases.md).