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CIP-001: Community Staff Onboarding System#1

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thebalaa wants to merge 6 commits intoopenclaw:mainfrom
hintjen:rfc/community-staff-001
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CIP-001: Community Staff Onboarding System#1
thebalaa wants to merge 6 commits intoopenclaw:mainfrom
hintjen:rfc/community-staff-001

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@thebalaa
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@thebalaa thebalaa commented Mar 4, 2026

Overview

This CIP (community improvement plan) introduces a comprehensive onboarding system for all four OpenClaw community staff teams (Discord Mod, VC Mod, Helper, Configurator).

Architecture

The system is designed with a general framework + team-specific extensions pattern:

📋 General Framework (rfc/community-staff-001-onboarding.md)

Provides the core onboarding pipeline applicable to all teams:

  • Email-based entry point via shadow@openclaw.ai
  • /onboard-start @user --team [team] command for team leads
  • Application → Trial → Promotion workflow
  • Team voting system with Team Lead final approval
  • Community Staff umbrella role
  • Privacy-first for trials (no public visibility until promotion)
  • Security requirements (Discord 2FA, GitHub 2FA)
  • Full audit trail and data retention

🎤 Voice Extensions (rfc/voice/voice-001-extensions.md)

Adds VC Mod-specific features:

  • Time Slot System: 6+ hour minimum coverage, 1-hour blocks
  • Voice Presence Tracking: 75% threshold (45 min/hour), zero tolerance for missed slots
  • Clawtributor System: Nomination/grant system for protected voice channels
  • Trial Commands: /slots, /claim, /report, /voc-nominate, etc.
  • Metrics: Slot completion, channel diversity, report quality

Design Goals

✅ Single bot managing onboarding for all 4 teams
✅ Extensible architecture for team-specific requirements
✅ Consistent experience with flexibility for unique team needs
✅ Clear separation between general and team-specific features

Future Work

Additional RFCs will define extensions for:

  • Discord Mod team
  • Helper team
  • Configurator team

Files Changed

  • rfc/community-staff-001-onboarding.md (667 lines) - General framework
  • rfc/voice/voice-001-extensions.md (468 lines) - VC Mod extensions

Request for Comments

Feedback requested on:

  1. General framework design and extensibility
  2. Voice-specific trial requirements (time slots, presence tracking)
  3. Clawtributor nomination/grant workflow
  4. Command naming and structure
  5. Data model and configuration approach

Related: Reconciles with Feb 28, 2026 mod meeting decisions on organizational structure.

Introduces a general onboarding framework for all four community staff teams
(Discord Mod, VC Mod, Helper, Configurator) with team-specific extensions.

## General Framework (community-staff-001-onboarding.md)
- Email-based entry point via shadow@openclaw.ai
- /onboard-start command with --team flag for team leads
- Application → Trial → Promotion pipeline applicable to all teams
- Extensible trial requirements (teams define their own criteria)
- Team voting system with Team Lead final approval
- Community Staff umbrella role granted on promotion
- Privacy-first for trials (no public visibility until promotion)
- Security requirements (Discord 2FA, GitHub 2FA)
- Full audit trail and permanent data retention
- Configurable cooldown periods and vote windows

## Voice Extensions (rfc/voice/voice-001-extensions.md)
- Time slot system: 6+ hour minimum, 1-hour blocks, 24/7 coverage
- Voice presence tracking: 75% threshold (45 min/hour), zero tolerance
- Trial commands: /slots, /claim, /unclaim, /my-slots, /report
- Clawtributor role system for protected voice channels
- Clawtributor commands: /voc-nominate, /voc-remove, /voc-nominations
- Trial metrics: slot completion, channel diversity, report quality
- Extended data model: TimeSlot, Report, ClawtributorNomination entities

## Design Goals
- Single bot managing onboarding for all 4 teams
- Extensible architecture for team-specific requirements
- Consistent experience across teams with flexibility for unique needs
- Clear separation of concerns between general and team-specific features

Future RFCs will define extensions for Discord Mod, Helper, and Configurator teams.

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
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@thewilloftheshadow thewilloftheshadow left a comment

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Welcome back! I submitted some initial comments from a quick read-through, will defer to @alauppe's leadership on the voice-specific RFC.

Additionally, in a couple hours, Barnacle is being split into two bots, with the Sapphire moderation portion being called Barnacle and the new utility bot being called Hermit. You'll be able to implement your part on there, and have the full bot + database available

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Overall, this is a strong RFC direction. The mechanism keeps humans in the loop at the right decision points while still giving the bot enough structure to enforce consistency.

Non-blocking recommendations from my review:

  1. Add an explicit AWAITING_LEAD_APPROVAL application status and a max wait window for lead sign-off so candidates do not stack indefinitely.
  • Suggested default: auto-approve after 7 days if the team vote already passed.
  1. Clarify the VC slot data model for implementation.
  • Since slots are pre-generated and can have multiple claimants, consider SlotWindow + SlotClaim (or equivalent) to avoid ambiguity.
  • I am not concerned about this from a procedure/management perspective; this is mainly implementation clarity.
  1. Revisit Clawtributor governance and naming.
  • Consider a voice-scoped term (for example, Voice Clawtributor) to avoid confusion with code contributors.
  • Require at least one VC mod in the two-endorsement grant path.
  • Keep an endorsement lineage/audit record so endorsements can be reviewed if issues arise.
  1. Add nomination hygiene rules.
  • Nomination TTL: 30 days.
  • Auto-close nominations if nominee leaves the guild.
  • Send reminders before nomination expiry.
  1. Tune VC voting logistics.
  • Suggested VC vote window: 72 hours (weekend-safe).
  • Suggested quorum: at least 3 votes, with a small-team guard such as min(3, eligible_voters).
  1. Handle promotion role-assignment failures as partial completion.
  • Preserve affirmative vote outcome in record.
  • Use a pending role-assignment state when role grant fails.
  • Retry on rejoin is a good default.
  • This is relatively minor and can be handled per-case if needed.

Though it is always a challenge to program and automate people-touching procedures involving approval and disapproval, this method does a lot to keep humans in the loop at the right spots. I think this mechanism has a great shot at being successful, and I look forward to watching it come together. It’s a privilege to be able to participate in its creation.

@thewilloftheshadow
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https://github.com/openclaw/hermit

thebalaa and others added 5 commits March 4, 2026 21:14
Updated terminology for clarity:
- "Clawtributor" → "VoiceContributor" throughout both RFCs
- More descriptive name that clearly indicates voice channel contribution
- Commands remain /voc-* for brevity (/voc-nominate, /voc-remove, etc.)
- Updated all references in data model, configuration, and documentation

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Co-authored-by: Shadow <william.shadow@outlook.com>
Replace text-based ASCII workflow diagrams with a comprehensive mermaid flowchart that visualizes all four stages (Application, Onboarding, Trial, Promotion) in a single diagram with clear decision points, flow paths, and color coding.

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Replace background fill colors with colored borders (stroke) to improve text contrast and readability. Success nodes use green borders, failure nodes use red borders.

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
…ion approval requirements

Implement explicit status tracking throughout the entire onboarding pipeline with clear state transitions and full audit trail. Add auto-approval timeout for Team Lead sign-off and structured application approval requirements.

Status Changes:
- Rename PENDING → APPLICATION_PENDING_REVIEW (clearer context)
- Rename DENIED → APPLICATION_DENIED (distinguishes from DENIED_BY_LEAD)
- Rename AUTO_PROMOTED → PROMOTED_BY_LEAD_INACTION (explicit)
- Rename PROMOTED → PROMOTED_BY_LEAD (explicit)
- Rename LEAD_DENIED → DENIED_BY_LEAD (consistent naming pattern)
- Remove APPROVED status (team approval immediately starts trial)
- Add AWAITING_TEAM_VOTE (trial complete, vote in progress)
- Add AWAITING_LEAD_APPROVAL (vote passed, awaiting Lead sign-off with 7-day timeout)
- Keep VOTE_FAILED (vote did not reach majority)
- Keep TRIAL_FAILED (failed trial requirements)

Application Approval Requirements:
- Require 2 full team members to approve, OR 1 Team Lead approval
- Any single full team member can deny (immediate denial)
- Only full team members (not trial members) can approve/deny applications
- Track all approvers in approved_by array field
- Track denier in denied_by field

Data Model:
- Add comprehensive status values table with descriptions and state transitions
- Replace reviewer_id with approved_by (array) and denied_by (single ID)
- Add lead_approval_deadline timestamp (when auto-approve will trigger)
- Add lead_decision_by field (Team Lead ID at time of decision/timeout)
- Add lead_decided_at timestamp (when decision was made)
- Define terminal states clearly (APPLICATION_DENIED, TRIAL_FAILED, VOTE_FAILED, PROMOTED_BY_LEAD, PROMOTED_BY_LEAD_INACTION, DENIED_BY_LEAD)

Configuration:
- Add LEAD_APPROVAL_TIMEOUT_DAYS variable (default: 7)

Workflow:
- Update flowchart to show 2-approval requirement (or Team Lead)
- Show status changes at each transition
- Add AWAITING_TEAM_VOTE state to flowchart
- Show all three outcomes from AWAITING_LEAD_APPROVAL with Lead ID recording
- Clarify that Team Lead ID is recorded for all final promotion/denial decisions

Documentation:
- Update Review Process section with explicit approval requirements
- Update edge cases to reflect auto-approval, explicit Lead denial, and Lead tracking
- Update DM and team channel notifications for all new statuses
- Update Vote Mechanics section with timeout details
- Clarify reapplication eligibility after terminal states

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
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@thewilloftheshadow thewilloftheshadow left a comment

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LGTM, I look forward to seeing implementations! Let me know if you need assistance, and start a post in our projects channel (https://discord.com/channels/1456350064065904867/1477367750665175212) to get the other staff in the loop!

@thebalaa thebalaa changed the title RFC-001: Community Staff Onboarding System CIP-001: Community Staff Onboarding System Mar 8, 2026
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3 participants