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Proposal: update specification — fix invariant precedence chain and document non_overridable flag #3064

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opened 2026-04-05 04:50:50 +00:00 by freemo · 5 comments
freemo commented 2026-04-05 04:50:50 +00:00
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Proposal: Specification Update — Invariant Precedence Chain and non_overridable Flag

What Changed in the Implementation

This proposal was triggered by a proactive spec scan (cycle 1, 2026-04-05) comparing the implementation against the specification for milestones v3.2.0–v3.7.0. No single merged PR triggered this — it is a pre-existing inconsistency between the spec glossary and the ADR/implementation.

What Spec Sections Need Updating

Issue 1: Invariant Precedence Chain — Glossary Inconsistency

Current text (spec line 92, Glossary → "Invariant"):

A natural-language constraint on plan execution scoped to global, project, action, or plan level. Action invariants are promoted to plan-level when the action is used, so the runtime precedence chain is three-tier: ==plan > project > global==.

Proposed text:

A natural-language constraint on plan execution scoped to global, project, action, or plan level. The runtime precedence chain is four-tier: ==plan > action > project > global==. Exception: global invariants marked non_overridable always win regardless of scope. Reconciled by the Invariant Reconciliation Actor at the start of Strategize; recorded as invariant_enforced decisions that propagate to child plans.

Rationale: The glossary says "action invariants are promoted to plan-level" and describes a 3-tier chain, but:

  1. ADR-016 (the authoritative decision record, line 71) explicitly defines plan > action > project > global as a 4-tier chain and states "Invariant precedence (plan > action > project > global) is fixed and cannot be overridden."
  2. The implementation (actor/reconciliation.py _SCOPE_PRECEDENCE dict, application/services/plan_lifecycle_service.py line 810, application/services/automation_profile_service.py line 48) all use the 4-tier chain.
  3. Other spec sections (lines 18977, 18980, 18991) correctly state plan > action > project > global.
  4. The InvariantScope enum in domain/models/core/invariant.py includes ACTION = "action" as a distinct scope — it is NOT promoted to plan-level.

The glossary entry is the only place that says 3-tier. It is incorrect and contradicts the ADR, the implementation, and the rest of the spec.

Also fix the InvariantScope docstring in domain/models/core/invariant.py (lines 40–44) which repeats the incorrect 3-tier claim:

Precedence (highest to lowest): PLAN > PROJECT > GLOBAL. ACTION invariants are promoted to PLAN scope at plan use time.

And the InvariantSet.merge method docstring (lines 137, 165) which only accepts 3 parameters (plan, project, global) and omits the action tier — this is a separate implementation gap that should be tracked as a bug issue.

Issue 2: non_overridable Global Invariants — Missing from Spec

Current text: The spec has no mention of non_overridable anywhere.

Proposed addition (in the Invariant System section, after the precedence rules table):

Non-overridable global invariants: A global invariant may be marked non_overridable: true. When set, this invariant takes precedence over all lower-scope invariants regardless of the normal precedence chain — even plan-level invariants cannot override it. This is intended for system-wide safety constraints that must never be relaxed (e.g., "Never commit secrets to version control"). Non-overridable invariants are set via agents invariant add --global --non-overridable "...". The non_overridable flag is only meaningful on GLOBAL-scoped invariants; it is ignored on project, action, and plan invariants.

Rationale: The Invariant domain model (domain/models/core/invariant.py line 86) has a non_overridable: bool field. The InvariantReconciliationActor (actor/reconciliation.py lines 138–157) implements special handling: non-overridable global invariants are checked first and always win. This behavior is implemented but completely undocumented in the spec.

Scope — Spec Sections Affected

  1. Glossary → "Invariant" (line 92): Fix 3-tier → 4-tier precedence description
  2. Invariant System section (around line 19440–19600): Add non_overridable flag documentation
  3. ADR-016 (already correct — no changes needed)

Rationale Summary

  • The glossary inconsistency is a documentation error — the implementation correctly follows ADR-016's 4-tier model.
  • The non_overridable feature is a genuine implementation addition that improves the invariant system (allows system administrators to set unbreakable safety constraints). It is better than the spec (which had no mechanism for this), so the spec should be updated to document it.

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## Proposal: Specification Update — Invariant Precedence Chain and `non_overridable` Flag ### What Changed in the Implementation This proposal was triggered by a proactive spec scan (cycle 1, 2026-04-05) comparing the implementation against the specification for milestones v3.2.0–v3.7.0. No single merged PR triggered this — it is a pre-existing inconsistency between the spec glossary and the ADR/implementation. ### What Spec Sections Need Updating #### Issue 1: Invariant Precedence Chain — Glossary Inconsistency **Current text** (spec line 92, Glossary → "Invariant"): > A natural-language constraint on plan execution scoped to global, project, action, or plan level. Action invariants are promoted to plan-level when the action is used, so the runtime precedence chain is three-tier: ==plan > project > global==. **Proposed text**: > A natural-language constraint on plan execution scoped to global, project, action, or plan level. The runtime precedence chain is four-tier: ==plan > action > project > global==. Exception: global invariants marked `non_overridable` always win regardless of scope. Reconciled by the Invariant Reconciliation Actor at the start of Strategize; recorded as `invariant_enforced` decisions that propagate to child plans. **Rationale**: The glossary says "action invariants are promoted to plan-level" and describes a 3-tier chain, but: 1. **ADR-016** (the authoritative decision record, line 71) explicitly defines `plan > action > project > global` as a 4-tier chain and states "Invariant precedence (plan > action > project > global) is fixed and cannot be overridden." 2. **The implementation** (`actor/reconciliation.py` `_SCOPE_PRECEDENCE` dict, `application/services/plan_lifecycle_service.py` line 810, `application/services/automation_profile_service.py` line 48) all use the 4-tier chain. 3. **Other spec sections** (lines 18977, 18980, 18991) correctly state `plan > action > project > global`. 4. The `InvariantScope` enum in `domain/models/core/invariant.py` includes `ACTION = "action"` as a distinct scope — it is NOT promoted to plan-level. The glossary entry is the only place that says 3-tier. It is incorrect and contradicts the ADR, the implementation, and the rest of the spec. **Also fix** the `InvariantScope` docstring in `domain/models/core/invariant.py` (lines 40–44) which repeats the incorrect 3-tier claim: > Precedence (highest to lowest): PLAN > PROJECT > GLOBAL. ACTION invariants are promoted to PLAN scope at ``plan use`` time. And the `InvariantSet.merge` method docstring (lines 137, 165) which only accepts 3 parameters (plan, project, global) and omits the action tier — this is a separate implementation gap that should be tracked as a bug issue. #### Issue 2: `non_overridable` Global Invariants — Missing from Spec **Current text**: The spec has no mention of `non_overridable` anywhere. **Proposed addition** (in the Invariant System section, after the precedence rules table): > **Non-overridable global invariants**: A global invariant may be marked `non_overridable: true`. When set, this invariant takes precedence over all lower-scope invariants regardless of the normal precedence chain — even plan-level invariants cannot override it. This is intended for system-wide safety constraints that must never be relaxed (e.g., "Never commit secrets to version control"). Non-overridable invariants are set via `agents invariant add --global --non-overridable "..."`. The `non_overridable` flag is only meaningful on `GLOBAL`-scoped invariants; it is ignored on project, action, and plan invariants. **Rationale**: The `Invariant` domain model (`domain/models/core/invariant.py` line 86) has a `non_overridable: bool` field. The `InvariantReconciliationActor` (`actor/reconciliation.py` lines 138–157) implements special handling: non-overridable global invariants are checked first and always win. This behavior is implemented but completely undocumented in the spec. ### Scope — Spec Sections Affected 1. **Glossary → "Invariant"** (line 92): Fix 3-tier → 4-tier precedence description 2. **Invariant System section** (around line 19440–19600): Add `non_overridable` flag documentation 3. **ADR-016** (already correct — no changes needed) ### Rationale Summary - The glossary inconsistency is a documentation error — the implementation correctly follows ADR-016's 4-tier model. - The `non_overridable` feature is a genuine implementation addition that improves the invariant system (allows system administrators to set unbreakable safety constraints). It is better than the spec (which had no mechanism for this), so the spec should be updated to document it. --- **Automated by CleverAgents Bot** Supervisor: Spec Evolution | Agent: ca-spec-updater
freemo commented 2026-04-05 05:02:11 +00:00
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approved

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freemo added this to the v3.5.0 milestone 2026-04-05 06:21:36 +00:00
freemo commented 2026-04-05 06:21:46 +00:00
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Issue triaged by project owner:

  • State: Verified
  • Priority: Backlog (keeping existing)
  • Milestone: v3.5.0 (Autonomy Hardening — invariant system correctness is in scope)
  • MoSCoW: Should Have — the spec glossary has an incorrect 3-tier description that contradicts ADR-016 and the implementation. Fixing this inconsistency is important for spec integrity. The non_overridable flag documentation is also valuable as it documents an existing safety feature.
  • Parent Epic: #394 (Decision Framework)

Dependency note: This spec update should be done AFTER #3066 (the code fix for InvariantSet.merge()) lands, since the spec update documents the correct 4-tier behavior that #3066 will fully implement.

Automated by CleverAgents Bot
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Issue triaged by project owner: - **State**: Verified - **Priority**: Backlog (keeping existing) - **Milestone**: v3.5.0 (Autonomy Hardening — invariant system correctness is in scope) - **MoSCoW**: Should Have — the spec glossary has an incorrect 3-tier description that contradicts ADR-016 and the implementation. Fixing this inconsistency is important for spec integrity. The `non_overridable` flag documentation is also valuable as it documents an existing safety feature. - **Parent Epic**: #394 (Decision Framework) **Dependency note:** This spec update should be done AFTER #3066 (the code fix for `InvariantSet.merge()`) lands, since the spec update documents the correct 4-tier behavior that #3066 will fully implement. --- **Automated by CleverAgents Bot** Supervisor: Project Owner | Agent: ca-project-owner
freemo commented 2026-04-05 08:55:37 +00:00
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Spec update proposal #3064 approved. PR created: #3268

Label: needs feedback (awaiting human review before merge)

All 6 changes from this proposal have been applied to docs/specification.md on branch spec/update-m4-invariant-precedence-non-overridable.

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Spec update proposal #3064 approved. PR created: [#3268](https://git.cleverthis.com/cleveragents/cleveragents-core/pulls/3268) Label: `needs feedback` (awaiting human review before merge) All 6 changes from this proposal have been applied to `docs/specification.md` on branch `spec/update-m4-invariant-precedence-non-overridable`. --- **Automated by CleverAgents Bot** Supervisor: Spec Evolution | Agent: ca-spec-updater
freemo commented 2026-04-05 09:27:20 +00:00
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PR #3268 has been reviewed. All 6 specification changes were verified against the implementation (actor/reconciliation.py, domain/models/core/invariant.py) and confirmed correct. The PR accurately fixes the 3-tier → 4-tier precedence chain inconsistency and documents the non_overridable global invariant feature.

Status: PR has the needs feedback label — awaiting human review and human-initiated merge. No blocking issues found in the code review.

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PR #3268 has been reviewed. All 6 specification changes were verified against the implementation (`actor/reconciliation.py`, `domain/models/core/invariant.py`) and confirmed correct. The PR accurately fixes the 3-tier → 4-tier precedence chain inconsistency and documents the `non_overridable` global invariant feature. **Status**: PR has the `needs feedback` label — awaiting human review and human-initiated merge. No blocking issues found in the code review. --- **Automated by CleverAgents Bot** Supervisor: PR Review | Agent: ca-pr-self-reviewer
freemo commented 2026-04-05 09:39:23 +00:00
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Label compliance fix applied:

  • Removed 3x duplicate State/In Progress labels (IDs: 1343, 843, 1336)
  • Removed conflicting State/Verified label
  • Added State/In Review — PR #3268 has been submitted implementing this proposal
  • Reason: Issue had 4 conflicting State labels. Per CONTRIBUTING.md, exactly one State/* label is required. Since PR #3268 implements this proposal and is open for review, State/In Review is the correct state.

Automated by CleverAgents Bot
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Label compliance fix applied: - Removed 3x duplicate `State/In Progress` labels (IDs: 1343, 843, 1336) - Removed conflicting `State/Verified` label - Added `State/In Review` — PR #3268 has been submitted implementing this proposal - Reason: Issue had 4 conflicting State labels. Per CONTRIBUTING.md, exactly one `State/*` label is required. Since PR #3268 implements this proposal and is open for review, `State/In Review` is the correct state. --- **Automated by CleverAgents Bot** Supervisor: Backlog Grooming | Agent: ca-backlog-groomer
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Bounty
$20
 A bounty of $20 for any open-source contributor who provides a MR that solves this issue

  
Bounty
$2000
 A bounty of $2000 for any open-source contributor who provides a MR that solves this issue

  
Bounty
$250
 A bounty of $250 for any open-source contributor who provides a MR that solves this issue

  
Bounty
$50
 A bounty of $50 for any open-source contributor who provides a MR that solves this issue

  
Bounty
$500
 A bounty of $500 for any open-source contributor who provides a MR that solves this issue

  
Bounty
$5000
 A bounty of $5000 for any open-source contributor who provides a MR that solves this issue

  
Bounty
$750
 A bounty of $750 for any open-source contributor who provides a MR that solves this issue

  
MoSCoW
Could have
 Could have feature in order to satisfy the epic/legendary.

  
MoSCoW
Must have
 Must have feature in order to satisfy the epic/legendary.

  
MoSCoW
Should have
 Should have feature in order to satisfy the epic/legendary.

  
Needs Feedback
There are questions in the ticket that can not be completed until the project owner provides clarity.

  
Points
1
 1 man-hours worth of work for an expert with no learning curve.

  
Points
13
 13 man-hours worth of work for an expert with no learning curve.

  
Points
2
 2 man-hours worth of work for an expert with no learning curve.

  
Points
21
 21 man-hours worth of work for an expert with no learning curve.

  
Points
3
 3 man-hours worth of work for an expert with no learning curve.

  
Points
34
 34 man-hours worth of work for an expert with no learning curve.

  
Points
5
 5 man-hours worth of work for an expert with no learning curve.

  
Points
55
 55 man-hours worth of work for an expert with no learning curve.

  
Points
8
 8 man-hours worth of work for an expert with no learning curve.

  
Points
88
 88 man-hours worth of work for an expert with no learning curve.

  
Priority
Backlog
 This ticket has backlogged priority and is not to be worked on yet

  
Priority
CI Blocker
 Critical priority issue that blocks CI/CD pipeline and prevents PR merges

  
Priority
Critical
 The priority is critical

  
Priority
High
 The priority is high

  
Priority
Low
 The priority is low

  
Priority
Medium
 The priority is medium

  
Signed-off: Owner
When an epic or legendary is in review it must be signed off by owner, tech lead, and scrum master before being marked as completed.

  
Signed-off: Scrum Master
When an epic or legendary is in review it must be signed off by owner, tech lead, and scrum master before being marked as completed.

  
Signed-off: Tech Lead
When an epic or legendary is in review it must be signed off by owner, tech lead, and scrum master before being marked as completed.

  
Spike
A ticket for learning a tool or technology that is needed to be able to do future planning and design.

  
State
Completed
 The ticket has been fully implemented, completed, and merged with the source code. This label should only be applied once a ticket is closed.

  
State
Duplicate
 A ticket that represents the same content as an existing ticket.

  
State
In Progress
 A ticket that is actively being developed.

  
State
In Review
 A ticket that has had some code completed to implement but is waiting to pass peer review and is not yet merged in.

  
State
Paused
 This ticket's work started but wasn't finished. It's on hold (likely in a feature branch) and will be resumed later, either due to a blocker or a delay.

  
State
Unverified
 All new tickets start in this state. A developer may set it to show the ticket is unverified. This means we haven't agreed to work on it. It will either move to a verified state or be closed as wontdo.

  
State
Verified
 The issue has been verified by a developer as legitimate. It will be worked on and verified tickets are now considered part of the backlog.

  
State
Wont Do
 This ticket has been decided it wont be done. This may mean the bug has been determined to not be real (cant verify) or the feature is one we have decided we dont want to adopt.

  
Type
Automation
 Any edits or discussion about the AI automated coding system.

  
Type
Bug
 Something that doesnt work as intended.

  
Type
Discussion
 Anytime a ticket represents a discussion about a subject and doesnt fall into one of the other categories.

  
Type
Documentation
 An error or improvement needed in the documentation.

  
Type
Epic
 Any first tier epic. That is, an epic which contains only issues as children and will not have sub-epics.

  
Type
Feature
 Some new functionality not present.

  
Type
Legendary
 A type of Epic which will contain other Epics.

  
Type
Refactor
 A code change that restructures existing code without changing its external behavior.

  
Type
Support
 Someone needs help using the project.

  
Type
Task
 A generic task that doesnt fit into the other type categories.

  
Type
Testing
 Work exclusively focusing on fixing or expanding testing.

No labels
auto/needs-reevaluation
controller-managed
auto/blocked-by-deps
auto/ci-timeout
auto/claimed-implementer
auto/claimed-merge
auto/claimed-reviewer
auto/driver-down
auto/invariant-violation
auto/last-attempt-tier-0
auto/last-attempt-tier-1
auto/last-attempt-tier-2
auto/last-attempt-tier-min
Automation Tracking
auto/needs-conflict-resolution
auto/needs-implementer
auto/postmortem
auto/ready-to-merge
auto/restart-throttled
auto/revert
auto/sentinel
auto/stale-inactivity
auto/unstable
Blocked
Bounty
$100
Bounty
$1000
Bounty
$10000
Bounty
$20
Bounty
$2000
Bounty
$250
Bounty
$50
Bounty
$500
Bounty
$5000
Bounty
$750
MoSCoW
Could have
MoSCoW
Must have
MoSCoW
Should have
Needs Feedback
Points
1
Points
13
Points
2
Points
21
Points
3
Points
34
Points
5
Points
55
Points
8
Points
88
Priority
Backlog
Priority
CI Blocker
Priority
Critical
Priority
High
Priority
Low
Priority
Medium
Signed-off: Owner
Signed-off: Scrum Master
Signed-off: Tech Lead
Spike
State
Completed
State
Duplicate
State
In Progress
State
In Review
State
Paused
State
Unverified
State
Verified
State
Wont Do
Type
Automation
Type
Bug
Type
Discussion
Type
Documentation
Type
Epic
Type
Feature
Type
Legendary
Type
Refactor
Type
Support
Type
Task
Type
Testing
Milestone
Clear milestone
No items
No milestone
v3.5.0
Projects
Clear projects
No items
No project
Assignees
Clear assignees
No assignees
1 participant
Notifications
Due date
The due date is invalid or out of range. Please use the format "yyyy-mm-dd".

No due date set.

Blocks
#394 Epic: Decision Framework
cleveragents/cleveragents-core
Depends on
#3268 docs: update specification — fix invariant precedence chain (3-tier→4-tier) and document non_overridable flag
cleveragents/cleveragents-core
Reference
cleveragents/cleveragents-core#3064
No description provided.