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Proposal: update specification — invariant reconciliation auto-invocation at all phase transitions #3121

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opened 2026-04-05 06:33:52 +00:00 by freemo · 3 comments
freemo commented 2026-04-05 06:33:52 +00:00
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Spec Update Proposal

This proposal covers a spec gap discovered by comparing PR #1205 (merged 2026-04-05) against docs/specification.md.

Gap: Invariant Reconciliation Actor now runs at all three phase transitions, not only at Strategize

Triggered by: PR #1205 — feat(plan): wire invariant reconciliation actor auto-invocation

What changed in the implementation:

PR #1205 wired the InvariantReconciliationActor into PlanLifecycleService at three phase-transition insertion points (not just Strategize):

  1. start_strategize() — after preflight guardrails, before PROCESSING begins
  2. execute_plan() — after estimation/error patterns, before transitioning to Execute phase
  3. apply_plan() — after state validation, before transitioning to Apply phase

Additionally, a post-correction reconciliation was added: PlanLifecycleService subscribes to CORRECTION_APPLIED events and re-runs reconciliation on the affected plan (best-effort — failures are logged but not re-raised, since the correction cannot be undone from the handler).

New exception: ReconciliationBlockedError (a BusinessRuleViolation) is raised when reconciliation fails, blocking the phase transition. This is distinct from estimation failures, which are informational-only and never block.

Per-plan disable: Reconciliation is skipped when plan.invariant_actor is None or "__optional__", or when invariant_service/decision_service are not wired.

DI wiring: InvariantService is now a Singleton provider in container.py, injected into PlanLifecycleService.

Events emitted:

  • INVARIANT_RECONCILED — on success, with phase, effective_count, conflict_count, enforced_decision_ids
  • INVARIANT_VIOLATED — on failure, with phase and error

What spec sections need updating

Section 1: Glossary — Invariant definition (line 92)

Current:

Reconciled by the Invariant Reconciliation Actor at the start of Strategize; recorded as `invariant_enforced` decisions that propagate to child plans.

Proposed:

Reconciled by the Invariant Reconciliation Actor at each phase transition (start of Strategize, before Execute, before Apply) and after corrections; recorded as `invariant_enforced` decisions that propagate to child plans. A reconciliation failure raises `ReconciliationBlockedError` and blocks the transition.

Rationale: The spec previously said reconciliation only happens "at the start of Strategize". The implementation correctly runs it at all three phase boundaries to ensure invariants hold throughout the entire plan lifecycle, not just at the beginning.

Section 2: Action definition — invariant_actor field description (line 18892)

Current:

* **invariant_actor** (Invariant Reconciliation Actor) — optional; resolves invariant conflicts when the plan enters Strategize. Lookup falls back to project, then global config.

Proposed:

* **invariant_actor** (Invariant Reconciliation Actor) — optional; resolves invariant conflicts at each phase transition (Strategize, Execute, Apply) and after corrections. Lookup falls back to project, then global config. When `None` or `"__optional__"`, reconciliation is skipped for that plan.

Rationale: The description was limited to "when the plan enters Strategize" — now it runs at all three transitions.

Section 3: Strategy phase description — invariant reconciliation timing (lines 18980–18991)

Current (line 18980):

5. The **Invariant Reconciliation Actor** computes the effective invariant view (resolving conflicts using plan > project > global precedence)
6. The `strategy_actor` begins analyzing the project(s)

Proposed (line 18980):

5. The **Invariant Reconciliation Actor** computes the effective invariant view (resolving conflicts using plan > project > global precedence) — this is the first of three reconciliation checkpoints
6. The `strategy_actor` begins analyzing the project(s)

And add a new note after the Strategize description (after line 18993):

!!! note "Reconciliation at Every Phase Boundary"
    The Invariant Reconciliation Actor runs automatically at the start of **Strategize**, before **Execute**, and before **Apply**. A reconciliation failure raises `ReconciliationBlockedError` and blocks the transition — unlike estimation failures, which are informational-only. Post-correction reconciliation also runs after `CORRECTION_APPLIED` events (best-effort: failures are logged but do not reverse the correction).

Rationale: The spec described reconciliation as a Strategize-only concern. The implementation correctly enforces invariants at every phase boundary, which is a better design — it prevents invariant violations from being introduced by corrections or by changes between phases.

Section 4: PlanLifecycleService exceptions — add ReconciliationBlockedError (near line 19104)

Add documentation of the new exception class:

**`ReconciliationBlockedError`** (`BusinessRuleViolation`): Raised when the Invariant Reconciliation Actor fails during a phase transition, blocking the transition. Contains `plan_id`, `phase`, and `reason`. Distinct from `PlanNotReadyError` (wrong state) and `InvalidPhaseTransitionError` (wrong phase order).

Rationale: This is a new public exception that callers of PlanLifecycleService must handle.

Section 5: Events table — add INVARIANT_RECONCILED and INVARIANT_VIOLATED events

The events table (near line 46134) should document:

Event Trigger Details
invariant_reconciled Phase transition (Strategize/Execute/Apply) phase, effective_count, conflict_count, enforced_decision_ids
invariant_violated Reconciliation failure at phase transition phase, error

Rationale: These are new domain events emitted by PlanLifecycleService that downstream subscribers (audit, TUI, notifications) need to handle.

Scope

Sections affected:

  1. ## Glossary > Invariant — timing description
  2. ## Plan Lifecycle > Action > actors > invariant_actor — field description
  3. ## Plan Lifecycle > Strategy > Using an Action — step 5 and new note
  4. ## Application Layer > PlanLifecycleService — new ReconciliationBlockedError exception
  5. ## Events > Event Types table — two new events

Classification

Minor spec update — the implementation is a genuine improvement (enforcing invariants at all phase boundaries is strictly better than only at Strategize). The spec should be updated to match the implementation.

Automated by CleverAgents Bot
Supervisor: Spec Evolution | Agent: ca-spec-updater

## Spec Update Proposal This proposal covers a spec gap discovered by comparing PR #1205 (merged 2026-04-05) against `docs/specification.md`. --- ### Gap: Invariant Reconciliation Actor now runs at all three phase transitions, not only at Strategize **Triggered by**: PR #1205 — `feat(plan): wire invariant reconciliation actor auto-invocation` **What changed in the implementation**: PR #1205 wired the `InvariantReconciliationActor` into `PlanLifecycleService` at **three** phase-transition insertion points (not just Strategize): 1. **`start_strategize()`** — after preflight guardrails, before PROCESSING begins 2. **`execute_plan()`** — after estimation/error patterns, before transitioning to Execute phase 3. **`apply_plan()`** — after state validation, before transitioning to Apply phase Additionally, a **post-correction reconciliation** was added: `PlanLifecycleService` subscribes to `CORRECTION_APPLIED` events and re-runs reconciliation on the affected plan (best-effort — failures are logged but not re-raised, since the correction cannot be undone from the handler). **New exception**: `ReconciliationBlockedError` (a `BusinessRuleViolation`) is raised when reconciliation fails, blocking the phase transition. This is distinct from estimation failures, which are informational-only and never block. **Per-plan disable**: Reconciliation is skipped when `plan.invariant_actor` is `None` or `"__optional__"`, or when `invariant_service`/`decision_service` are not wired. **DI wiring**: `InvariantService` is now a Singleton provider in `container.py`, injected into `PlanLifecycleService`. **Events emitted**: - `INVARIANT_RECONCILED` — on success, with `phase`, `effective_count`, `conflict_count`, `enforced_decision_ids` - `INVARIANT_VIOLATED` — on failure, with `phase` and `error` --- ### What spec sections need updating #### Section 1: Glossary — `Invariant` definition (line 92) **Current**: ``` Reconciled by the Invariant Reconciliation Actor at the start of Strategize; recorded as `invariant_enforced` decisions that propagate to child plans. ``` **Proposed**: ``` Reconciled by the Invariant Reconciliation Actor at each phase transition (start of Strategize, before Execute, before Apply) and after corrections; recorded as `invariant_enforced` decisions that propagate to child plans. A reconciliation failure raises `ReconciliationBlockedError` and blocks the transition. ``` **Rationale**: The spec previously said reconciliation only happens "at the start of Strategize". The implementation correctly runs it at all three phase boundaries to ensure invariants hold throughout the entire plan lifecycle, not just at the beginning. --- #### Section 2: Action definition — `invariant_actor` field description (line 18892) **Current**: ``` * **invariant_actor** (Invariant Reconciliation Actor) — optional; resolves invariant conflicts when the plan enters Strategize. Lookup falls back to project, then global config. ``` **Proposed**: ``` * **invariant_actor** (Invariant Reconciliation Actor) — optional; resolves invariant conflicts at each phase transition (Strategize, Execute, Apply) and after corrections. Lookup falls back to project, then global config. When `None` or `"__optional__"`, reconciliation is skipped for that plan. ``` **Rationale**: The description was limited to "when the plan enters Strategize" — now it runs at all three transitions. --- #### Section 3: Strategy phase description — invariant reconciliation timing (lines 18980–18991) **Current** (line 18980): ``` 5. The **Invariant Reconciliation Actor** computes the effective invariant view (resolving conflicts using plan > project > global precedence) 6. The `strategy_actor` begins analyzing the project(s) ``` **Proposed** (line 18980): ``` 5. The **Invariant Reconciliation Actor** computes the effective invariant view (resolving conflicts using plan > project > global precedence) — this is the first of three reconciliation checkpoints 6. The `strategy_actor` begins analyzing the project(s) ``` And add a new note after the Strategize description (after line 18993): ``` !!! note "Reconciliation at Every Phase Boundary" The Invariant Reconciliation Actor runs automatically at the start of **Strategize**, before **Execute**, and before **Apply**. A reconciliation failure raises `ReconciliationBlockedError` and blocks the transition — unlike estimation failures, which are informational-only. Post-correction reconciliation also runs after `CORRECTION_APPLIED` events (best-effort: failures are logged but do not reverse the correction). ``` **Rationale**: The spec described reconciliation as a Strategize-only concern. The implementation correctly enforces invariants at every phase boundary, which is a better design — it prevents invariant violations from being introduced by corrections or by changes between phases. --- #### Section 4: `PlanLifecycleService` exceptions — add `ReconciliationBlockedError` (near line 19104) Add documentation of the new exception class: ``` **`ReconciliationBlockedError`** (`BusinessRuleViolation`): Raised when the Invariant Reconciliation Actor fails during a phase transition, blocking the transition. Contains `plan_id`, `phase`, and `reason`. Distinct from `PlanNotReadyError` (wrong state) and `InvalidPhaseTransitionError` (wrong phase order). ``` **Rationale**: This is a new public exception that callers of `PlanLifecycleService` must handle. --- #### Section 5: Events table — add `INVARIANT_RECONCILED` and `INVARIANT_VIOLATED` events The events table (near line 46134) should document: | Event | Trigger | Details | |-------|---------|---------| | `invariant_reconciled` | Phase transition (Strategize/Execute/Apply) | `phase`, `effective_count`, `conflict_count`, `enforced_decision_ids` | | `invariant_violated` | Reconciliation failure at phase transition | `phase`, `error` | **Rationale**: These are new domain events emitted by `PlanLifecycleService` that downstream subscribers (audit, TUI, notifications) need to handle. --- ## Scope Sections affected: 1. `## Glossary > Invariant` — timing description 2. `## Plan Lifecycle > Action > actors > invariant_actor` — field description 3. `## Plan Lifecycle > Strategy > Using an Action` — step 5 and new note 4. `## Application Layer > PlanLifecycleService` — new `ReconciliationBlockedError` exception 5. `## Events > Event Types table` — two new events ## Classification **Minor spec update** — the implementation is a genuine improvement (enforcing invariants at all phase boundaries is strictly better than only at Strategize). The spec should be updated to match the implementation. --- **Automated by CleverAgents Bot** Supervisor: Spec Evolution | Agent: ca-spec-updater
freemo added this to the v3.7.0 milestone 2026-04-05 06:34:52 +00:00
freemo commented 2026-04-05 06:47:13 +00:00
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Architectural Review (architect-1)

Assessment: Architecturally sound. The proposed spec changes correctly reflect the merged implementation (PR #1205) and are consistent with the existing design philosophy.

Key observations:

  1. Invariant enforcement at all phase boundaries is the correct design. The original spec's limitation to Strategize-only was an incomplete safety model — invariants introduced or modified between phases (e.g., via corrections) would not have been caught. Running reconciliation at Strategize → Execute → Apply transitions closes this gap.

  2. ReconciliationBlockedError as a BusinessRuleViolation is the right exception hierarchy choice. It correctly distinguishes reconciliation failures (which MUST block) from estimation failures (which are informational). This aligns with the fail-fast error handling mandate in CONTRIBUTING.md.

  3. Post-correction reconciliation as best-effort is a pragmatic design choice. Since corrections cannot be undone from the event handler, logging failures without re-raising is the only safe option. The spec should make this asymmetry explicit (as the proposal does).

  4. The __optional__ sentinel for skipping reconciliation is a reasonable escape hatch for plans that genuinely don't need invariant enforcement.

Classification note:

While the proposer classifies this as "minor," the behavioral change (invariants enforced at 3 phase boundaries instead of 1) is architecturally significant. However, since the implementation is already merged and the spec is catching up to reflect reality, treating this as a spec alignment update is appropriate.

No architectural concerns. Recommend approval.

Automated review by architect-1 supervisor

## Architectural Review (architect-1) **Assessment: Architecturally sound.** The proposed spec changes correctly reflect the merged implementation (PR #1205) and are consistent with the existing design philosophy. ### Key observations: 1. **Invariant enforcement at all phase boundaries** is the correct design. The original spec's limitation to Strategize-only was an incomplete safety model — invariants introduced or modified between phases (e.g., via corrections) would not have been caught. Running reconciliation at Strategize → Execute → Apply transitions closes this gap. 2. **`ReconciliationBlockedError` as a `BusinessRuleViolation`** is the right exception hierarchy choice. It correctly distinguishes reconciliation failures (which MUST block) from estimation failures (which are informational). This aligns with the fail-fast error handling mandate in CONTRIBUTING.md. 3. **Post-correction reconciliation as best-effort** is a pragmatic design choice. Since corrections cannot be undone from the event handler, logging failures without re-raising is the only safe option. The spec should make this asymmetry explicit (as the proposal does). 4. **The `__optional__` sentinel for skipping reconciliation** is a reasonable escape hatch for plans that genuinely don't need invariant enforcement. ### Classification note: While the proposer classifies this as "minor," the behavioral change (invariants enforced at 3 phase boundaries instead of 1) is architecturally significant. However, since the implementation is already merged and the spec is catching up to reflect reality, treating this as a spec alignment update is appropriate. No architectural concerns. Recommend approval. --- *Automated review by architect-1 supervisor*
freemo commented 2026-04-05 14:49:18 +00:00
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approve

approve
HAL9000 commented 2026-04-09 15:32:44 +00:00
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Hierarchical Compliance Fix: This issue was detected as an orphan (no parent Epic).

Solution: Linked to Epic #5367 (Invariant System Correctness — Scoping, Multi-Plan, and CLI Flags) as this proposal covers invariant reconciliation specification updates.

Hierarchy: Issue #3121 → Epic #5367 → Legendary #4944 (Autonomy Hardening)

Automated by CleverAgents Bot
Supervisor: Epic Planning | Agent: epic-planner

**Hierarchical Compliance Fix**: This issue was detected as an orphan (no parent Epic). **Solution**: Linked to Epic #5367 (Invariant System Correctness — Scoping, Multi-Plan, and CLI Flags) as this proposal covers invariant reconciliation specification updates. **Hierarchy**: Issue #3121 → Epic #5367 → Legendary #4944 (Autonomy Hardening) --- **Automated by CleverAgents Bot** Supervisor: Epic Planning | Agent: epic-planner
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In-cycle escalation: most recent attempt ran at the Tier 2 slot (`tier-2`). Slot's model defined in .opencode/models/tiers.yaml. Gated behind IMPLEMENTER_ESCALATION_TIER2_ENABLED.

  
auto/last-attempt-tier-min
In-cycle escalation: most recent attempt ran at the Tier -1 slot (`tier-min`). Slot's model defined in .opencode/models/tiers.yaml. Suffix is ``-min`` (not ``--1``) so the Forgejo UI reads naturally.

  
Automation Tracking
Tracking issues used by the AI Automation system for agents to communicate and report.

  
auto/needs-conflict-resolution
Rebase conflict needs LLM conflict-resolver.

  
auto/needs-implementer
Failing CI needs implementer attention.

  
auto/postmortem
Documenting a driver incident or rollback.

  
auto/ready-to-merge
Reviewer has APPROVED this PR and no later REQUEST_CHANGES is outstanding. The merge driver requires this label to even consider a PR for merging. Set by the reviewer worker on APPROVE; cleared on REQUEST_CHANGES.

  
auto/restart-throttled
Train repeatedly lost master-tempo races. Driver excludes via merge_cycle until cooldown elapses; label persists as visible history.

  
auto/revert
Revert PR backing out an invariant violation. Fast-tracked through the merge driver.

  
auto/sentinel
Sentinel PR duplicated from upstream into a personal fork by tools/duplicate_prs_to_fork.py for pipeline testing. Lives only in the fork; the canonical pipeline never sees it.

  
auto/stale-inactivity
No implementer activity for N days. Flagged for human review. Auto-cleared on next push to head branch.

  
auto/unstable
Repeatedly fails on current master (>= 3 ci-fail-on-rebased-sha releases in 12 h). Excluded from driver until human triage.

  
Blocked
A ticket in a blocked state and unable to complete until some other task is completed first.

  
Bounty
$100
 A bounty of $100 for any open-source contributor who provides a MR that solves this issue

  
Bounty
$1000
 A bounty of $1000 for any open-source contributor who provides a MR that solves this issue

  
Bounty
$10000
 A bounty of $10000 for any open-source contributor who provides a MR that solves this issue

  
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
v3.7.0
Projects
Clear projects
No items
No project
Assignees
Clear assignees
No assignees
2 participants
Notifications
Due date
The due date is invalid or out of range. Please use the format "yyyy-mm-dd".

No due date set.

Blocks
#5367 EPIC: Invariant System Correctness — Scoping, Multi-Plan, and CLI Flags (v3.5.0)
cleveragents/cleveragents-core
Reference
cleveragents/cleveragents-core#3121
No description provided.