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HAL9000 e2a8d1a53d fix(invariant): restore ACTION scope in merge_invariants and InvariantSet.merge precedence chain (#9126)
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Updated merge_invariants() and InvariantSet.merge() to accept
action_invariants as a second parameter, restoring the correct
4-tier precedence chain (plan > action > project > global).

Updated InvariantScope docstring, invariant_service.py
get_effective_invariants() with action_name wildcard support.

Added BDD test scenarios for:
- 4-tier merge preserving correct order
- Action invariant overrides project invariant with same text
- Action-level deduplication removes duplicates within tier
- InvariantSet.merge with 4 tiers producing correct result

Updated existing scenarios to include empty action_invariants
tables for backward compatibility.

ISSUES CLOSED: #9126
2026-05-15 01:23:29 +00:00
6 changed files with 144 additions and 22 deletions
+2
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@@ -105,6 +105,8 @@ Changed `wf10_batch.robot` to be less likely to create files, and
- **Plan Rollback Command** (#8557): Implemented `agents plan rollback <plan-id> [<checkpoint-id>]` for checkpoint-based plan state restoration in Epic #8493. The command restores a plan's sandbox to the state captured at a given checkpoint, discarding all decisions made after that checkpoint. The checkpoint can be specified as an optional positional second argument or via the `--to-checkpoint` named option. Supports `--yes/-y` flag to skip confirmation prompts and `--format/-f` for output format selection (rich/plain/json/yaml). Included with comprehensive BDD test coverage (>= 97%) and spec-aligned output formatting showing rollback summary, changes reverted, impact analysis, and post-rollback state panels.
### Fixed
- **fix(invariant): restore ACTION scope in merge_invariants and InvariantSet.merge precedence chain** (#9126): Added action_invariants parameter to merge_invariants() and InvariantSet.merge() with correct 4-tier precedence chain (plan > action > project > global). Updated InvariantScope docstring, invariant_service.py get_effective_invariants() with action_name wildcard support.
- **Guard cleanup_stale against execute/processing and execute/complete plans** (#11121):
``_create_sandbox_for_plan()`` in ``src/cleveragents/cli/commands/plan.py`` now
skips ``GitWorktreeSandbox.cleanup_stale()`` when the plan is in
+2
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@@ -43,5 +43,7 @@ Below are some of the specific details of various contributions.
* HAL 9000 has contributed the ACMS context path matching fix (PR #10975 / issue #10972): corrects `_path_matches()` and `_matches_pattern()` to properly match absolute fragment paths against relative glob patterns by auto-prefixing with `**/` before calling `PurePath.full_match()`, preventing silent inefficacy of include/exclude filters for absolute paths in fragment metadata.
* HAL 9000 has contributed database resource types (PostgreSQL, SQLite) with transaction-based sandbox strategy: implemented ``DatabaseResourceHandler`` providing full CRUD operations (`read`, `write`, `delete`, `list_children`) and connection validation with automatic credential masking for PostgreSQL and SQLite backends. Includes ``TransactionSandbox`` infrastructure wired into ``SandboxFactory``, BDD test coverage in ``features/database_resources.feature``, and Robot Framework integration tests in ``robot/database_resources.robot`` (PR #10591 / issue #8608, Epic #8568).
* HAL 9000 has contributed the agents plan rollback command (PR #8674 / issue #8557): implemented checkpoint-based plan state restoration with the `agents plan rollback <plan-id> [<checkpoint-id>]` CLI command as part of Epic #8493, enabling plans to be restored to previous checkpoints, discarding post-checkpoint decisions, and resuming execution from the rolled-back state. Supported by `--yes/-y`, `--to-checkpoint`, and `--format/-f` flags. Includes comprehensive BDD test coverage (>= 97%) for rollback, decision discarding, and plan resume functionality.
* HAL 9000 has contributed the invariant ACTION scope merge fix (PR #12674 / issue #9126): restored ACTION scope in ``merge_invariants()`` and ``InvariantSet.merge()`` precedence chain from ``plan > project > global`` to ``plan > action > project > global``, added ``action_invariants`` parameter, updated ``get_effective_invariants()`` with ``action_name`` wildcard support, and added BDD test scenarios covering 4-tier merge ordering, action-over-project override, action-level deduplication, and InvariantSet 4-tier merge.
* HAL 9000 has contributed the PyYAML security upgrade (PR #11012 / issue #9055): added `pyyaml>=6.0.3` dependency constraint to address known YAML parsing vulnerabilities.
* HAL 9000 has contributed the A2A module rename standardization BDD tests (PR #10583 / issue #8615): comprehensive Behave test suite validating that all 22 A2A symbols are properly exported from `cleveragents.a2a`, no legacy ACP references remain in the module source, and documentation uses correct A2A naming conventions — fixing inline imports, unused behave symbols, cross-scenario context dependencies, and missing type annotations.
+88 -2
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@@ -418,13 +418,15 @@ Feature: Consolidated Domain Models
Scenario: InvariantScope has four values
Then InvariantScope should have values "global, project, action, plan"
# === Merge Precedence (plan > project > global) ===
# === Merge Precedence (plan > action > project > global) ===
Scenario: Merge with no duplicates preserves all invariants
Given I have plan invariants
| text | source |
| Plan constraint | plan1 |
And I have action invariants
| text | source |
And I have project invariants
| text | source |
| Project constraint | proj1 |
@@ -442,6 +444,8 @@ Feature: Consolidated Domain Models
Given I have plan invariants
| text | source |
| Log all changes | plan1 |
And I have action invariants
| text | source |
And I have project invariants
| text | source |
| Log all changes | proj1 |
@@ -455,6 +459,8 @@ Feature: Consolidated Domain Models
Scenario: Project invariant overrides global invariant with same text
Given I have plan invariants
| text | source |
And I have action invariants
| text | source |
And I have project invariants
| text | source |
| Log all changes | proj1 |
@@ -470,6 +476,8 @@ Feature: Consolidated Domain Models
Given I have plan invariants
| text | source |
| LOG ALL CHANGES | plan1 |
And I have action invariants
| text | source |
And I have global invariants
| text | source |
| log all changes | system |
@@ -482,6 +490,8 @@ Feature: Consolidated Domain Models
Scenario: Inactive invariants are excluded from merge
Given I have plan invariants with an inactive entry
And I have action invariants
| text | source |
And I have project invariants
| text | source |
And I have global invariants
@@ -496,6 +506,8 @@ Feature: Consolidated Domain Models
Given I have plan invariants
| text | source |
| Plan rule | plan1 |
And I have action invariants
| text | source |
And I have project invariants
| text | source |
| Project rule | proj1 |
@@ -505,7 +517,81 @@ Feature: Consolidated Domain Models
When I merge using InvariantSet
Then the invariant set should have 3 invariants
# === Service: Add/List/Remove ===
# === 4-Tier Merge --- Issue #9126 ===
Scenario: 4-tier merge preserves correct order
Given I have plan invariants
| text | source |
| Plan rule | plan1 |
And I have action invariants
| text | source |
| Action constraint | local/act1 |
And I have project invariants
| text | source |
| Project rule | proj1 |
And I have global invariants
| text | source |
| Global rule | system |
When I merge the invariants
Then the merged set should have 4 invariants
And the merged invariant at index 0 should have text "Plan rule"
And the merged invariant at index 1 should have text "Action constraint"
And the merged invariant at index 2 should have text "Project rule"
And the merged invariant at index 3 should have text "Global rule"
Scenario: Action invariant overrides project invariant with same text
Given I have plan invariants
| text | source |
And I have action invariants
| text | source |
| Log all changes | local/act1 |
And I have project invariants
| text | source |
| Log all changes | proj1 |
And I have global invariants
| text | source |
When I merge the invariants
Then the merged set should have 1 invariants
And the merged invariant at index 0 should have scope "action"
Scenario: Action-level deduplication removes duplicates within tier
Given I have plan invariants
| text | source |
And I have action invariants
| text | source |
| Log all changes | local/act1 |
| Log all changes | local/act2 |
And I have project invariants
| text | source |
And I have global invariants
| text | source |
When I merge the invariants
Then the merged set should have 1 invariants
And the merged invariant at index 0 should have text "Log all changes"
Scenario: InvariantSet.merge with 4 tiers produces correct result
Given I have plan invariants
| text | source |
| Plan rule | plan1 |
And I have action invariants
| text | source |
| Action constraint | local/act1 |
And I have project invariants
| text | source |
| Project rule | proj1 |
And I have global invariants
| text | source |
| Global rule | system |
When I merge using InvariantSet
Then the invariant set should have 4 invariants
# === Service: Add/List/Remove ===
Scenario: Service add invariant
+7
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@@ -135,6 +135,11 @@ def step_plan_invariants(context):
context.plan_invariants = _parse_invariant_table(context, InvariantScope.PLAN)
@given("I have action invariants")
def step_action_invariants(context):
context.action_invariants = _parse_invariant_table(context, InvariantScope.ACTION)
@given("I have project invariants")
def step_project_invariants(context):
context.project_invariants = _parse_invariant_table(context, InvariantScope.PROJECT)
@@ -160,6 +165,7 @@ def step_plan_invariants_inactive(context):
def step_merge(context):
context.merged = merge_invariants(
getattr(context, "plan_invariants", []),
getattr(context, "action_invariants", []),
getattr(context, "project_invariants", []),
getattr(context, "global_invariants", []),
)
@@ -189,6 +195,7 @@ def step_merged_scope(context, idx, scope):
def step_merge_invariant_set(context):
inv_set = InvariantSet.merge(
getattr(context, "plan_invariants", []),
getattr(context, "action_invariants", []),
getattr(context, "project_invariants", []),
getattr(context, "global_invariants", []),
)
@@ -11,7 +11,7 @@ a dict keyed by invariant ID.
## Merge Precedence
Effective invariants are computed using plan > project > global order.
Effective invariants are computed using plan > action > project > global order.
See ``merge_invariants`` for de-duplication semantics.
Based on ``docs/specification.md`` and implementation plan Stage M3.5.
@@ -167,16 +167,20 @@ class InvariantService:
def get_effective_invariants(
self,
plan_id: str | None = None,
action_name: str | None = None,
project_name: str | None = None,
) -> list[Invariant]:
"""Return the merged precedence chain for a plan/project context.
Collects active invariants from each scope tier and merges them
using plan > project > global precedence.
using plan > action > project > global precedence.
Args:
plan_id: Optional plan identifier to collect plan-scoped
invariants.
action_name: Optional action identifier to collect action-scoped
invariants. Pass ``"*"`` or a falsy value to collect ALL
action-level invariants regardless of source name.
project_name: Optional project name to collect project-scoped
invariants.
@@ -191,6 +195,12 @@ class InvariantService:
if inv.scope == InvariantScope.PLAN
and (plan_id is None or inv.source_name == plan_id)
]
action_invs = [
inv
for inv in active
if inv.scope == InvariantScope.ACTION
and (action_name is None or inv.source_name == action_name)
]
project_invs = [
inv
for inv in active
@@ -199,7 +209,9 @@ class InvariantService:
]
global_invs = [inv for inv in active if inv.scope == InvariantScope.GLOBAL]
return merge_invariants(plan_invs, project_invs, global_invs)
return merge_invariants(
plan_invs, action_invs, project_invs, global_invs
)
def enforce_invariants(
self,
@@ -1,27 +1,26 @@
"""Invariant domain models for CleverAgents.
Invariants are natural-language constraints on plan execution, scoped at
global, project, action, or plan level. When an action is used, its
invariants are promoted to plan-level. The runtime precedence chain is:
Invariant constraints on natural-language plan execution, scoped at
global, project, action, or plan level. The runtime precedence chain is:
plan > project > global
plan > action > project > global
They are reconciled by the Invariant Reconciliation Actor at the start
of Strategize and recorded as ``invariant_enforced`` decisions.
## Scope Hierarchy
| Scope | Description |
|------------|----------------------------------------------------|
| ``GLOBAL`` | Applies to every plan in the system |
| ``PROJECT``| Applies to plans targeting a specific project |
| ``ACTION`` | Defined in an action template; promoted on ``use`` |
| ``PLAN`` | Attached directly to a specific plan |
| Scope | Description |
|------------|----------------------------------------------------------------|
| ``GLOBAL`` | Applies to every plan in the system |
| ``PROJECT``| Applies to plans targeting a specific project |
| ``ACTION`` | Defined in the action template; its own tier in precedence |
| ``PLAN`` | Attached directly to a specific plan |
## Merge Precedence
When computing the effective set of invariants for a plan, the merge
order is **plan > project > global**. Duplicate texts (case-insensitive)
order is **plan > action > project > global**. Duplicate texts (case-insensitive)
are de-duplicated, keeping the highest-precedence copy.
Based on ``docs/specification.md`` and implementation plan Stage M3.5.
@@ -39,8 +38,8 @@ from ulid import ULID
class InvariantScope(StrEnum):
"""Scope at which an invariant applies.
Precedence (highest to lowest): PLAN > PROJECT > GLOBAL.
ACTION invariants are promoted to PLAN scope at ``plan use`` time.
Precedence (highest to lowest): PLAN > ACTION > PROJECT > GLOBAL.
ACTION invariants are a separate precedence tier, not promoted.
"""
GLOBAL = "global"
@@ -137,10 +136,11 @@ class InvariantSet(BaseModel):
def merge(
cls,
plan_invariants: list[Invariant],
action_invariants: list[Invariant],
project_invariants: list[Invariant],
global_invariants: list[Invariant],
) -> InvariantSet:
"""Merge invariants respecting plan > project > global precedence.
"""Merge invariants respecting plan > action > project > global precedence.
De-duplicates by text (case-insensitive), keeping the copy from
the highest-precedence tier. Within each tier, source ordering
@@ -148,6 +148,7 @@ class InvariantSet(BaseModel):
Args:
plan_invariants: Plan-level invariants (highest precedence).
action_invariants: Action-level invariants.
project_invariants: Project-level invariants.
global_invariants: Global-level invariants (lowest precedence).
@@ -156,7 +157,12 @@ class InvariantSet(BaseModel):
"""
return cls(
invariants=tuple(
merge_invariants(plan_invariants, project_invariants, global_invariants)
merge_invariants(
plan_invariants,
action_invariants,
project_invariants,
global_invariants,
)
)
)
@@ -165,10 +171,11 @@ class InvariantSet(BaseModel):
def merge_invariants(
plan_invariants: list[Invariant],
action_invariants: list[Invariant],
project_invariants: list[Invariant],
global_invariants: list[Invariant],
) -> list[Invariant]:
"""Merge invariants implementing plan > project > global precedence.
"""Merge invariants implementing plan > action > project > global precedence.
De-duplicates by text (case-insensitive). The first occurrence
(from the highest-precedence tier) wins. Within each tier, the
@@ -176,6 +183,7 @@ def merge_invariants(
Args:
plan_invariants: Plan-level invariants (highest precedence).
action_invariants: Action-level invariants.
project_invariants: Project-level invariants.
global_invariants: Global-level invariants (lowest precedence).
@@ -185,7 +193,12 @@ def merge_invariants(
seen: set[str] = set()
result: list[Invariant] = []
for inv_list in (plan_invariants, project_invariants, global_invariants):
for inv_list in (
plan_invariants,
action_invariants,
project_invariants,
global_invariants,
):
for inv in inv_list:
if not inv.active:
continue