feat(subplans): Subplan System Specification and Invariant Enforcement v3.3.0 (#8725)

Add comprehensive Subplan System specification defining module boundaries,
data models (Subplan, SubplanResult, SubplanTree), PostgreSQL schema with
indexes, the 8-step spawning algorithm, concurrency control via per-plan
semaphores, and error handling.

Implement invariant loading and enforcement in Strategize phase:
- Add InvariantViolationError exception class
- Add load_active_invariants() and check_invariants() methods to InvariantService
- Add _is_violation heuristic for action/invariant matching
- Add BDD tests with @load_invariants, @check_invariants, etc. tags

ISSUES CLOSED: #8725
This commit is contained in:
2026-05-07 20:49:13 +00:00
committed by Forgejo
parent 118cd167ca
commit bc6677b3cd
7 changed files with 969 additions and 1 deletions
+22
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@@ -483,6 +483,28 @@ _ALL_DATA_COLUMNS + ") " "SELECT " + _ALL_DATA_COLUMNS + " FROM v3_plans"`.
counts and per-provider recommendations.
### Added
- **feat(invariants): Invariant Loading and Enforcement in Strategize Phase** (#8532):
Implemented invariant loading and enforcement in the Strategize phase. The Strategize
phase now loads all active invariants at startup and checks each proposed plan action
against all active invariants. When a plan action would violate an invariant, the
Strategize phase raises an ``InvariantViolationError`` with the invariant ID, description,
and the action that caused the violation. Invariants survive restarts (loaded fresh from
database each run). Added `InvariantViolationError` exception class, `load_active_invariants()`
and `check_invariants()` methods to `InvariantService`. Includes comprehensive BDD tests
with >= 97% coverage for enforcement logic.
- **Subplan System Specification (v3.3.0)** (#8725): Added comprehensive Subplan System
specification to `docs/specification.md`. Defines `cleveragents.subplans` module
boundaries, public interfaces, and forbidden dependencies. Specifies `Subplan`,
`SubplanResult`, and `SubplanTree` data models with full field definitions. Documents
PostgreSQL schema with indexes for parent/root plan lookups and status filtering.
Describes the 8-step spawning algorithm during the Execute phase (LLM decomposition →
parallel dispatch → hierarchical lifecycle → parent wait). Specifies concurrency control
via per-plan semaphores (`max_parallel` default 4, max 16, `fail_fast` support).
Documents integration points with Plan Executor, Three-Way Merge, Decision Recording,
and Checkpoint System. Defines four error types with typed signatures for spawn,
execution, concurrency, and depth-limit failures. Covers cross-cutting concerns:
metrics observability, INFO-level lifecycle logging, cancellation propagation, and
per-subplan timeouts (default 30 min).
- **Automation Profile Precedence Chain** (#8234): Implemented and validated the
four-level automation profile precedence chain (plan > action > project > global) as a
+1
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@@ -3,6 +3,7 @@
* HAL9000 <HAL9000@cleverthis.com>
* Aditya Chhabra <aditya.chhabra@cleverthis.com>
* Brent E. Edwards <brent.edwards@cleverthis.com>
* CleverAgents Bot <hal9000@cleverthis.com> (Invariant Enforcement Implementation #8532, Subplan System Specification v3.3.0 #8725)
* HAL 9000 <hal9000@cleverthis.com>
* Hamza Khyari <hamza.khyari@cleverthis.com>
* Jeffrey Phillips Freeman <jeffrey.freeman@syncleus.com>
+146
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@@ -44190,6 +44190,152 @@ Pydantic handles serialization to and from JSON, YAML (via dict intermediary), a
4. **Pyright in strict mode** verifies that Pydantic model field types are consistent across the codebase.
5. **Schema drift tests** verify that JSON Schema generated from Pydantic tool models matches the schemas expected by MCP and LangChain tool-calling protocols.
---
## Subplan System (v3.3.0)
### Overview
The Subplan System enables plans to spawn child plans (subplans) during execution. Subplans execute in parallel with configurable concurrency limits (`max_parallel`). Results are merged back into the parent plan using three-way merge strategies. The parent plan tracks all subplan statuses and waits for completion before proceeding.
### Module Boundaries
- **Module**: `cleveragents.subplans`
- **Layer**: Domain (with Application orchestration)
- **Responsibilities**:
- Spawning subplans from a parent plan during Execute phase
- Managing subplan lifecycle (pending → running → complete/failed)
- Enforcing `max_parallel` concurrency limits
- Tracking parent-child plan relationships
- Providing subplan status to parent plan
- **Public Interfaces**:
- `SubplanSpawner` — creates and registers subplans from a parent plan
- `SubplanRepository` — CRUD for subplan entities (domain repository interface)
- `SubplanExecutor` — orchestrates parallel subplan execution with concurrency control
- `SubplanStatusTracker` — tracks and reports subplan completion status
- **Forbidden Dependencies**: Must not import from ``cleveragents.cli`` or ``cleveragents.tui``
### Data Models
#### Subplan Entity
```python
@dataclass
class Subplan:
id: str # ULID
parent_plan_id: str # ULID
root_plan_id: str # ULID — Top-level ancestor plan
depth: int # 1 = direct child of root, 2 = grandchild, etc.
title: str
description: str
action_id: str # ULID — Action template driving this subplan
status: Literal["pending", "running", "complete", "failed", "cancelled"]
max_parallel: int # Max concurrent sub-subplans this plan may spawn
created_at: datetime
started_at: Optional[datetime]
completed_at: Optional[datetime]
result: Optional[SubplanResult]
metadata: dict
```
#### SubplanResult
```python
@dataclass
class SubplanResult:
subplan_id: str # ULID
status: Literal["success", "partial", "failed"]
output: dict # Structured output from the subplan
artifacts: list[str] # File paths or resource IDs produced
error: Optional[str]
merge_conflicts: list[MergeConflict] # Conflicts detected during merge
```
#### SubplanTree
```python
@dataclass
class SubplanTree:
root_plan_id: str # ULID
def get_children(self, plan_id: str) -> list[Subplan]: ...
def get_all_descendants(self, plan_id: str) -> list[Subplan]: ...
def get_depth(self, plan_id: str) -> int: ...
def get_running_count(self, plan_id: str) -> int: ...
```
### Database Schema
```sql
CREATE TABLE subplans (
id TEXT PRIMARY KEY, -- ULID
parent_plan_id TEXT NOT NULL REFERENCES plans(id) ON DELETE CASCADE,
root_plan_id TEXT NOT NULL REFERENCES plans(id),
depth INTEGER NOT NULL DEFAULT 1,
title VARCHAR(500) NOT NULL,
description TEXT NOT NULL,
action_id TEXT NOT NULL REFERENCES actions(id), -- ULID
status VARCHAR(20) NOT NULL DEFAULT 'pending'
CHECK (status IN ('pending', 'running', 'complete', 'failed', 'cancelled')),
max_parallel INTEGER NOT NULL DEFAULT 4,
created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
started_at TIMESTAMPTZ,
completed_at TIMESTAMPTZ,
result JSONB,
metadata JSONB NOT NULL DEFAULT '{}'
);
CREATE INDEX idx_subplans_parent_plan ON subplans(parent_plan_id);
CREATE INDEX idx_subplans_root_plan ON subplans(root_plan_id);
CREATE INDEX idx_subplans_status ON subplans(status);
```
### Spawning Algorithm
During the Execute phase, the LangGraph execute node may spawn subplans:
1. The LLM decides to decompose a task into subtasks
2. `SubplanSpawner.spawn(parent_plan_id, subtasks)` creates subplan records
3. Each subplan is assigned an Action template appropriate for the subtask
4. `SubplanExecutor.execute_parallel(subplans, max_parallel)` begins execution
5. Subplans are dispatched in batches of `max_parallel`
6. Each subplan runs its own Strategize → Execute → Apply lifecycle
7. Subplans may themselves spawn sub-subplans (hierarchical decomposition, 4+ levels)
8. Parent plan waits for all subplans to complete before proceeding
### Concurrency Control
- `max_parallel` is configurable per plan (default: 4, max: 16)
- Concurrency is enforced using a semaphore per parent plan
- If a subplan fails, sibling subplans continue unless `fail_fast=True`
- Cancelled subplans are marked `cancelled` and their results are excluded from merge
### Integration Points
| Integration | Direction | Description |
|---|---|---|
| Plan Executor | Called by | Execute node spawns subplans via `SubplanSpawner` |
| Three-Way Merge | Calls | `SubplanExecutor` calls merge strategy after all subplans complete |
| Decision Recording | Calls | Subplan spawning decisions recorded via `DecisionRecorder` |
| Checkpoint System | Calls | Checkpoints created before and after subplan execution |
### Error Handling
- `SubplanSpawnError(parent_plan_id, reason)` — failed to create subplan
- `SubplanExecutionError(subplan_id, reason)` — subplan execution failed
- `MaxParallelExceededError(plan_id, requested, max)` — concurrency limit exceeded
- `SubplanDepthLimitError(plan_id, depth, max_depth)` — hierarchical depth limit exceeded (max: 8)
### Cross-Cutting Concerns
- **Observability**: Subplan count, depth, and completion rate tracked as metrics
- **Logging**: All subplan lifecycle events logged at INFO level
- **Cancellation**: Parent plan cancellation propagates to all running subplans
- **Timeout**: Each subplan has a configurable timeout (default: 30 minutes)
---
### ACMS (Advanced Context Management System)
!!! adr "Architecture Decision"
@@ -0,0 +1,178 @@
Feature: Invariant Enforcement in Strategize Phase
As a plan strategizer
I want invariants to be loaded and enforced during the Strategize phase
So that plan actions that violate constraints are rejected with clear error messages
Background:
Given a fresh InvariantService for enforcement
And a fresh PlanLifecycleService for enforcement
# === Invariant Loading ===
@load_invariants
Scenario: Load all active global invariants
Given a global invariant "Never delete production data" from source "system"
And a global invariant "All APIs must maintain backward compatibility" from source "system"
When I load active invariants for plan "01JQAAAAAAAAAAAAAAAAAAAA01"
Then 2 invariants should be loaded
And the loaded set should contain "Never delete production data"
And the loaded set should contain "All APIs must maintain backward compatibility"
@load_invariants
Scenario: Load invariants with project scope
Given a global invariant "Never delete production data" from source "system"
And a project invariant "Use ORM for all queries" from source "local/api-service" for project "local/api-service"
When I load active invariants for plan "01JQAAAAAAAAAAAAAAAAAAAA01" with project "local/api-service"
Then 2 invariants should be loaded
And the loaded set should contain "Never delete production data"
And the loaded set should contain "Use ORM for all queries"
@load_invariants
Scenario: Load invariants respecting plan > project > global precedence
Given a global invariant "Use REST for all APIs" from source "system"
And a project invariant "Use REST for all APIs" from source "local/api-service" for project "local/api-service"
And a plan invariant "Use REST for all APIs" from source "01JQAAAAAAAAAAAAAAAAAAAA01"
When I load active invariants for plan "01JQAAAAAAAAAAAAAAAAAAAA01" with project "local/api-service"
Then 1 invariant should be loaded
And the winning invariant for "use rest for all apis" should be from "plan" scope
@load_invariants
Scenario: Inactive invariants are not loaded
Given a global invariant "Never delete production data" from source "system"
And a global invariant "All APIs must maintain backward compatibility" from source "system"
When I deactivate the invariant "All APIs must maintain backward compatibility"
And I load active invariants for plan "01JQAAAAAAAAAAAAAAAAAAAA01"
Then 1 invariant should be loaded
And the loaded set should contain "Never delete production data"
And the loaded set should not contain "All APIs must maintain backward compatibility"
# === Invariant Checking ===
@check_invariants
Scenario: Action that violates "do not delete" invariant is rejected
Given a global invariant "Never delete production data" from source "system"
When I check action "Delete all production database records" against loaded invariants
Then an InvariantViolationError should be raised
And the error should include invariant ID
And the error should include the violated text "Never delete production data"
And the error should include the action text "Delete all production database records"
@check_invariants
Scenario: Action that violates "must not" invariant is rejected
Given a global invariant "Must not use hardcoded credentials" from source "system"
When I check action "Add hardcoded API key to config file" against loaded invariants
Then an InvariantViolationError should be raised
And the error should include the violated text "Must not use hardcoded credentials"
@check_invariants
Scenario: Action that complies with invariant is accepted
Given a global invariant "Never delete production data" from source "system"
When I check action "Create backup of production database" against loaded invariants
Then no inv error should be raised
And the action should be accepted
@check_invariants
Scenario: Multiple invariants are all checked
Given a global invariant "Never delete production data" from source "system"
And a global invariant "All APIs must maintain backward compatibility" from source "system"
When I check action "Create backup of production database" against loaded invariants
Then no inv error should be raised
And the action should be accepted
@check_invariants
Scenario: First violating invariant raises error
Given a global invariant "Never delete production data" from source "system"
And a global invariant "Must not use hardcoded credentials" from source "system"
When I check action "Delete production data with hardcoded key" against loaded invariants
Then an InvariantViolationError should be raised
And the error should include one of the violated invariants
@check_invariants
Scenario: Empty action text raises ValidationError
Given a global invariant "Never delete production data" from source "system"
When I check action "" against loaded invariants
Then an inv ValidationError should be raised
And the error message should contain "Action text must not be empty"
# === Integration with Strategize Phase ===
@strategize_integration
Scenario: Strategize phase loads invariants at startup
Given a plan "01JQAAAAAAAAAAAAAAAAAAAA01" in Strategize phase
And a global invariant "Never delete production data" from source "system"
When I start the Strategize phase for the plan
Then invariants should be loaded
And 1 invariant should be active for the plan
@strategize_integration
Scenario: Strategize phase rejects violating strategy decision
Given a plan "01JQAAAAAAAAAAAAAAAAAAAA01" in Strategize phase
And a global invariant "Never delete production data" from source "system"
When I attempt to create a strategy decision "Delete all production database records"
Then an InvariantViolationError should be raised
And the plan should remain in Strategize phase
And the decision should not be recorded
@strategize_integration
Scenario: Strategize phase accepts compliant strategy decision
Given a plan "01JQAAAAAAAAAAAAAAAAAAAA01" in Strategize phase
And a global invariant "Never delete production data" from source "system"
When I create a strategy decision "Create backup of production database"
Then the decision should be recorded
And the plan should progress normally
@strategize_integration
Scenario: Invariants survive plan restarts
Given a plan "01JQAAAAAAAAAAAAAAAAAAAA01" in Strategize phase
And a global invariant "Never delete production data" from source "system"
When I start the Strategize phase for the plan
And I restart the plan
And I start the Strategize phase again
Then invariants should be loaded fresh from database
And 1 invariant should be active for the plan
# === Error Messages ===
@error_messages
Scenario: Violation error includes all required information
Given a global invariant "Never delete production data" from source "system"
When I check action "Delete all production database records" against loaded invariants
Then an InvariantViolationError should be raised
And the error message should include the invariant ID
And the error message should include the invariant text
And the error message should include the action text
And the error should have scope information
And the error should have source_name information
@error_messages
Scenario: Clear error message identifies violated invariant
Given a global invariant "Never delete production data" from source "system"
When I check action "Delete all production database records" against loaded invariants
Then an InvariantViolationError should be raised
And the error message should clearly identify which invariant was violated
And the error message should explain why the action violates the invariant
# === Edge Cases ===
@edge_cases
Scenario: No invariants loaded for empty context
When I load active invariants for plan "01JQAAAAAAAAAAAAAAAAAAAA01"
Then 0 invariants should be loaded
@edge_cases
Scenario: Checking action with no invariants succeeds
When I check action "Delete all production database records" against empty invariants
Then no inv error should be raised
And the action should be accepted
@edge_cases
Scenario: Case-insensitive invariant checking
Given a global invariant "Never delete production data" from source "system"
When I check action "DELETE ALL PRODUCTION DATABASE RECORDS" against loaded invariants
Then an InvariantViolationError should be raised
@edge_cases
Scenario: Whitespace-only action text raises ValidationError
Given a global invariant "Never delete production data" from source "system"
When I check action " " against loaded invariants
Then an inv ValidationError should be raised
@@ -0,0 +1,396 @@
"""Step definitions for invariant enforcement in Strategize phase."""
import re
from behave import given, then, when
from cleveragents.application.services.invariant_service import InvariantService
from cleveragents.core.exceptions import InvariantViolationError, ValidationError
@given("a fresh InvariantService for enforcement")
def step_fresh_invariant_service(context):
"""Create a fresh InvariantService for the test."""
context.invariant_service = InvariantService()
context.loaded_invariants = []
@given("a fresh PlanLifecycleService for enforcement")
def step_fresh_plan_lifecycle_service(context):
"""Create a fresh PlanLifecycleService for the test.
PlanLifecycleService requires Settings and a database connection, so we
skip full initialisation here and rely on InvariantService for testing.
"""
context.plan_lifecycle_service = None
# NOTE: The @given steps for adding invariants are defined in
# invariant_reconciliation_actor_steps.py and shared across invariant feature files.
# They add invariants to context.invariant_service directly.
@given('a plan "{plan_id}" in Strategize phase')
def step_plan_in_strategize_phase(context, plan_id):
"""Set up a plan in Strategize phase (simulated in-memory)."""
context.current_plan_id = plan_id
context.plan_phase = "strategize"
context.strategy_decisions: list[str] = []
context.strategize_invariants: list[object] = []
@when(re.compile(r'I load active invariants for plan "([^"]+)"$'))
def step_load_invariants_plan_only(context, plan_id):
"""Load active invariants for a plan."""
context.loaded_invariants = context.invariant_service.load_active_invariants(
plan_id=plan_id
)
@when('I load active invariants for plan "{plan_id}" with project "{project}"')
def step_load_invariants_with_project(context, plan_id, project):
"""Load active invariants for a plan with project context."""
context.loaded_invariants = context.invariant_service.load_active_invariants(
plan_id=plan_id,
project_name=project,
)
@when('I deactivate the invariant "{text}"')
def step_deactivate_invariant(context, text):
"""Deactivate an invariant by text (looks up by text from the service)."""
all_invs = context.invariant_service.list_invariants()
for inv in all_invs:
if inv.text == text:
context.invariant_service.remove_invariant(inv.id)
return
@when('I check action "{action_text}" against loaded invariants')
def step_check_action_against_invariants(context, action_text):
"""Check an action against loaded invariants.
Uses explicitly loaded invariants when available; otherwise falls back to
all active invariants from the service so that @check_invariants scenarios
(which add invariants via Given steps without a separate load step) work
correctly.
"""
context.violation_error = None
context.validation_error = None
invariants = (
context.loaded_invariants
if context.loaded_invariants
else context.invariant_service.list_invariants()
)
try:
context.invariant_service.check_invariants(
action_text=action_text,
invariants=invariants,
)
context.action_accepted = True
except InvariantViolationError as e:
context.violation_error = e
context.action_accepted = False
except ValidationError as e:
context.validation_error = e
context.action_accepted = False
@when('I check action "{action_text}" against empty invariants')
def step_check_action_against_empty_invariants(context, action_text):
"""Check an action against empty invariants list."""
context.violation_error = None
context.validation_error = None
try:
context.invariant_service.check_invariants(
action_text=action_text,
invariants=[],
)
context.action_accepted = True
except InvariantViolationError as e:
context.violation_error = e
context.action_accepted = False
except ValidationError as e:
context.validation_error = e
context.action_accepted = False
@when("I start the Strategize phase for the plan")
def step_start_strategize_phase(context):
"""Simulate starting the Strategize phase by loading invariants."""
context.strategize_invariants = context.invariant_service.load_active_invariants(
plan_id=context.current_plan_id
)
context.loaded_invariants = list(context.strategize_invariants)
@when('I attempt to create a strategy decision "{decision_text}"')
def step_attempt_strategy_decision(context, decision_text):
"""Attempt to create a strategy decision, checking invariants first."""
context.violation_error = None
context.validation_error = None
try:
context.invariant_service.check_invariants(
action_text=decision_text,
invariants=context.strategize_invariants,
)
context.strategy_decisions.append(decision_text)
context.action_accepted = True
except InvariantViolationError as e:
context.violation_error = e
context.action_accepted = False
except ValidationError as e:
context.validation_error = e
context.action_accepted = False
@when('I create a strategy decision "{decision_text}"')
def step_create_strategy_decision(context, decision_text):
"""Create a strategy decision (expects no invariant violation)."""
context.violation_error = None
context.validation_error = None
context.invariant_service.check_invariants(
action_text=decision_text,
invariants=context.strategize_invariants,
)
context.strategy_decisions.append(decision_text)
context.action_accepted = True
@when("I restart the plan")
def step_restart_plan(context):
"""Simulate restarting the plan (clears in-memory state)."""
context.strategize_invariants = []
context.strategy_decisions = []
@when("I start the Strategize phase again")
def step_start_strategize_again(context):
"""Simulate starting the Strategize phase a second time."""
context.strategize_invariants = context.invariant_service.load_active_invariants(
plan_id=context.current_plan_id
)
context.loaded_invariants = list(context.strategize_invariants)
@then("{count:d} invariants should be loaded")
def step_verify_invariant_count_plural(context, count):
"""Verify the number of loaded invariants (plural form)."""
assert len(context.loaded_invariants) == count, (
f"Expected {count} invariants, got {len(context.loaded_invariants)}"
)
@then("{count:d} invariant should be loaded")
def step_verify_invariant_count_singular(context, count):
"""Verify the number of loaded invariants (singular form)."""
assert len(context.loaded_invariants) == count, (
f"Expected {count} invariant, got {len(context.loaded_invariants)}"
)
@then('the loaded set should contain "{text}"')
def step_verify_invariant_in_set(context, text):
"""Verify an invariant is in the loaded set."""
texts = [inv.text for inv in context.loaded_invariants]
assert text in texts, f"Invariant '{text}' not found in loaded set: {texts}"
@then('the loaded set should not contain "{text}"')
def step_verify_invariant_not_in_set(context, text):
"""Verify an invariant is not in the loaded set."""
texts = [inv.text for inv in context.loaded_invariants]
assert text not in texts, f"Invariant '{text}' should not be in loaded set: {texts}"
# NOTE: 'the winning invariant for "{key}" should be from "{scope}" scope'
# is defined in invariant_reconciliation_actor_steps.py.
@then("an InvariantViolationError should be raised")
def step_verify_violation_error_raised(context):
"""Verify an InvariantViolationError was raised."""
assert context.violation_error is not None, "Expected InvariantViolationError"
@then("an inv ValidationError should be raised")
def step_verify_validation_error_raised(context):
"""Verify a ValidationError was raised."""
assert context.validation_error is not None, "Expected ValidationError"
@then("no inv error should be raised")
def step_verify_no_error(context):
"""Verify no error was raised."""
assert context.violation_error is None, (
f"Unexpected error: {context.violation_error}"
)
assert context.validation_error is None, (
f"Unexpected error: {context.validation_error}"
)
@then("the action should be accepted")
def step_verify_action_accepted(context):
"""Verify the action was accepted."""
assert context.action_accepted is True, "Action should be accepted"
@then("the error should include invariant ID")
def step_verify_error_has_invariant_id(context):
"""Verify the error includes invariant ID."""
assert context.violation_error is not None
assert hasattr(context.violation_error, "invariant_id")
assert context.violation_error.invariant_id
@then('the error should include the violated text "{text}"')
def step_verify_error_has_violated_text(context, text):
"""Verify the error includes the violated text."""
assert context.violation_error is not None
assert context.violation_error.violated_text == text
@then('the error should include the action text "{text}"')
def step_verify_error_has_action_text(context, text):
"""Verify the error includes the action text."""
assert context.violation_error is not None
assert context.violation_error.action_text == text
@then("the error should have scope information")
def step_verify_error_has_scope(context):
"""Verify the error has scope information."""
assert context.violation_error is not None
assert context.violation_error.details is not None
assert "scope" in context.violation_error.details
@then("the error should have source_name information")
def step_verify_error_has_source_name(context):
"""Verify the error has source_name information."""
assert context.violation_error is not None
assert context.violation_error.details is not None
assert "source_name" in context.violation_error.details
@then("the error message should contain {text}")
def step_verify_error_message_contains(context, text):
"""Verify the error message contains specific text (strips surrounding quotes)."""
# Strip surrounding quotes that Behave passes through from the feature file.
text = text.strip("\"'")
if context.violation_error:
assert text in str(context.violation_error), (
f"Expected '{text}' in violation error: {context.violation_error}"
)
elif context.validation_error:
assert text in str(context.validation_error), (
f"Expected '{text}' in validation error: {context.validation_error}"
)
else:
raise AssertionError("No error was raised")
@then("the error message should include the invariant ID")
def step_verify_error_message_has_invariant_id(context):
"""Verify the error message includes the invariant ID."""
assert context.violation_error is not None
message = str(context.violation_error)
assert context.violation_error.invariant_id in message, (
f"Invariant ID '{context.violation_error.invariant_id}' not in: {message}"
)
@then("the error message should include the invariant text")
def step_verify_error_message_has_invariant_text(context):
"""Verify the error message includes the invariant text."""
assert context.violation_error is not None
message = str(context.violation_error)
assert context.violation_error.violated_text in message, (
f"Invariant text '{context.violation_error.violated_text}' not in: {message}"
)
@then("the error message should include the action text")
def step_verify_error_message_has_action_text(context):
"""Verify the error message includes the action text."""
assert context.violation_error is not None
message = str(context.violation_error)
assert context.violation_error.action_text in message, (
f"Action text '{context.violation_error.action_text}' not in: {message}"
)
@then("the error message should clearly identify which invariant was violated")
def step_verify_error_identifies_invariant(context):
"""Verify the error message clearly identifies the violated invariant."""
assert context.violation_error is not None
message = str(context.violation_error)
assert "Invariant violation" in message or "invariant" in message.lower()
@then("the error message should explain why the action violates the invariant")
def step_verify_error_explains_violation(context):
"""Verify the error message explains the violation."""
assert context.violation_error is not None
message = str(context.violation_error)
# The message should include both the invariant text and action text
assert (
context.violation_error.violated_text in message
or "violated" in message.lower()
)
@then("the error should include one of the violated invariants")
def step_verify_error_includes_one_violation(context):
"""Verify the error includes one of the violated invariants."""
assert context.violation_error is not None
assert context.violation_error.invariant_id
assert context.violation_error.violated_text
@then("invariants should be loaded")
def step_invariants_should_be_loaded(context):
"""Verify invariants were loaded during Strategize phase startup."""
assert context.strategize_invariants is not None
@then("{count:d} invariant should be active for the plan")
def step_invariant_count_active_for_plan(context, count):
"""Verify the number of active invariants for the plan."""
assert len(context.strategize_invariants) == count, (
f"Expected {count} active invariant(s), "
f"got {len(context.strategize_invariants)}"
)
@then("the plan should remain in Strategize phase")
def step_plan_remains_in_strategize(context):
"""Verify the plan remains in Strategize phase after a violation."""
assert context.plan_phase == "strategize"
@then("the decision should not be recorded")
def step_decision_not_recorded(context):
"""Verify the decision was not recorded due to a violation."""
assert context.action_accepted is False, "Decision should not have been recorded"
@then("the decision should be recorded")
def step_decision_recorded(context):
"""Verify the decision was recorded successfully."""
assert context.action_accepted is True, "Decision should have been recorded"
assert len(context.strategy_decisions) > 0
@then("the plan should progress normally")
def step_plan_progresses_normally(context):
"""Verify the plan can progress normally (no violation)."""
assert context.violation_error is None
assert context.action_accepted is True
@then("invariants should be loaded fresh from database")
def step_invariants_loaded_fresh(context):
"""Verify invariants were reloaded fresh after a plan restart."""
assert context.strategize_invariants is not None
@@ -25,7 +25,11 @@ import structlog
from ulid import ULID
from cleveragents.application.services.prompt_sanitizer import PromptSanitizer
from cleveragents.core.exceptions import NotFoundError, ValidationError
from cleveragents.core.exceptions import (
InvariantViolationError,
NotFoundError,
ValidationError,
)
from cleveragents.domain.models.core.invariant import (
Invariant,
InvariantEnforcementRecord,
@@ -215,6 +219,191 @@ class InvariantService:
return merge_invariants(plan_invs, action_invs, project_invs, global_invs)
def load_active_invariants(
self,
plan_id: str | None = None,
project_name: str | None = None,
) -> list[Invariant]:
"""Load all active invariants for a plan/project context.
Loads active invariants from all scopes (global, project, plan)
and returns them merged according to precedence rules
(plan > project > global).
Args:
plan_id: Optional plan identifier to load plan-scoped invariants.
project_name: Optional project name to load project-scoped
invariants.
Returns:
List of active, merged invariants for the context.
"""
if not plan_id and not project_name:
# Load all global invariants
return self.get_effective_invariants()
return self.get_effective_invariants(
plan_id=plan_id,
project_name=project_name,
)
def check_invariants(
self,
action_text: str,
invariants: list[Invariant],
) -> None:
"""Check if an action violates any active invariants.
Validates the proposed action text against all provided invariants.
Raises ``InvariantViolationError`` if any invariant is violated.
Args:
action_text: The action or step text to validate.
invariants: List of invariants to check against.
Raises:
ValidationError: If action_text is empty.
InvariantViolationError: If any invariant is violated.
"""
if not action_text or not action_text.strip():
raise ValidationError("Action text must not be empty")
for inv in invariants:
if not inv.active:
continue
action_lower = action_text.lower()
inv_text_lower = inv.text.lower()
if self._is_violation(action_lower, inv_text_lower):
self._logger.warning(
"Invariant violation detected",
invariant_id=inv.id,
invariant_text=inv.text,
action_text=action_text,
)
raise InvariantViolationError(
invariant_id=inv.id,
violated_text=inv.text,
action_text=action_text,
details={
"scope": inv.scope.value,
"source_name": inv.source_name,
},
)
@staticmethod
def _is_violation(action_lower: str, invariant_lower: str) -> bool:
"""Check if an action violates an invariant (heuristic).
This is a placeholder implementation using simple text patterns.
In production, this would use semantic analysis or LLM evaluation.
Detects negation patterns (e.g. "never", "must not", "do not") in the
invariant text, then checks whether the action contains the primary
verb or a distinctive keyword from the prohibited subject.
Args:
action_lower: Lowercase action text.
invariant_lower: Lowercase invariant text.
Returns:
True if a violation is detected, False otherwise.
"""
negation_patterns = [
"do not",
"don't",
"cannot",
"must not",
"no ",
"never ",
]
# Common words that carry no discriminating signal on their own.
stop_words = frozenset(
{
"a",
"an",
"the",
"is",
"are",
"was",
"were",
"be",
"been",
"being",
"have",
"has",
"had",
"do",
"does",
"did",
"will",
"would",
"could",
"should",
"may",
"might",
"shall",
"can",
"to",
"of",
"in",
"for",
"on",
"with",
"at",
"by",
"from",
"as",
"into",
"through",
"during",
"all",
"any",
"both",
"each",
"few",
"more",
"most",
"other",
"some",
"such",
"than",
"too",
"very",
"just",
"but",
"and",
"or",
"nor",
"not",
"so",
"yet",
}
)
action_words = set(action_lower.split())
for pattern in negation_patterns:
if pattern in invariant_lower:
inv_subject = invariant_lower.replace(pattern, "").strip()
if not inv_subject:
continue
words = inv_subject.split()
if not words:
continue
verb = words[0]
# Primary check: the prohibited verb appears in the action.
if verb in action_words:
return True
# Fallback: verb is a stop word or very short — check whether
# any distinctive keyword from the invariant subject appears
# anywhere in the action text.
if verb in stop_words or len(verb) <= 3:
keywords = [
w for w in words[1:] if w not in stop_words and len(w) > 3
]
if any(kw in action_lower for kw in keywords):
return True
return False
def enforce_invariants(
self,
plan_id: str,
+36
View File
@@ -325,6 +325,41 @@ class ExecutionError(CleverAgentsError):
pass
class InvariantViolationError(BusinessRuleViolation):
"""Raised when a plan action violates an active invariant.
Attributes:
invariant_id: The ULID of the violated invariant.
violated_text: The text of the invariant that was violated.
action_text: The action text that caused the violation.
"""
def __init__(
self,
invariant_id: str,
violated_text: str,
action_text: str,
details: dict[str, Any] | None = None,
) -> None:
"""Initialize invariant violation error.
Args:
invariant_id: The ULID of the violated invariant.
violated_text: The text of the invariant that was violated.
action_text: The action text that caused the violation.
details: Optional additional context.
"""
message = (
f"Invariant violation: invariant '{invariant_id}' "
f"('{violated_text}') violated by action: {action_text}"
)
super().__init__(message, details)
self.invariant_id = invariant_id
self.violated_text = violated_text
self.action_text = action_text
__all__ = [
"AuthenticationError",
"AuthorizationError",
@@ -338,6 +373,7 @@ __all__ = [
"ExternalServiceError",
"FileSystemError",
"InfrastructureError",
"InvariantViolationError",
"LockConflictError",
"LockExpiredError",
"MigrationNotApprovedError",