EPIC: Checkpoint & Rollback System — Plan State Persistence #4973

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opened 2026-04-08 23:41:34 +00:00 by freemo · 2 comments

freemo commented 2026-04-08 23:41:34 +00:00

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Epic: Checkpoint & Rollback System

This Epic covers the implementation of checkpoint creation and rollback functionality, enabling users to roll back plans to previous states.

Demonstrable Capability

When this Epic is complete, a developer can:

1. Create checkpoints during plan execution
2. Roll back a plan to a previous checkpoint using agents plan rollback
3. Configure auto-checkpoint creation via sandbox.checkpoint.auto-create-on
4. Have CheckpointManager.rollback_to() work correctly with sandbox paths

Child Issues

Definition of Done

• All child issues are closed
• Checkpoint creation functional
• agents plan rollback functional
• CheckpointManager.rollback_to() handles missing sandbox_path correctly
• CheckpointService.rollback_to_checkpoint() uses correct path resolution
• sandbox.checkpoint.auto-create-on config key registered correctly
• All nox stages pass
• Coverage >= 97%

Metadata

• Branch Naming Convention: feat/m4/checkpoint-rollback
• Milestone: v3.3.0
• Parent Legendary: #4942

---

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

## Epic: Checkpoint & Rollback System This Epic covers the implementation of checkpoint creation and rollback functionality, enabling users to roll back plans to previous states. ### Demonstrable Capability When this Epic is complete, a developer can: 1. Create checkpoints during plan execution 2. Roll back a plan to a previous checkpoint using `agents plan rollback` 3. Configure auto-checkpoint creation via `sandbox.checkpoint.auto-create-on` 4. Have `CheckpointManager.rollback_to()` work correctly with sandbox paths ### Child Issues <!-- Updated by automation after child issues are created --> ### Definition of Done - [ ] All child issues are closed - [ ] Checkpoint creation functional - [ ] `agents plan rollback` functional - [ ] `CheckpointManager.rollback_to()` handles missing sandbox_path correctly - [ ] `CheckpointService.rollback_to_checkpoint()` uses correct path resolution - [ ] `sandbox.checkpoint.auto-create-on` config key registered correctly - [ ] All nox stages pass - [ ] Coverage >= 97% ## Metadata - **Branch Naming Convention**: `feat/m4/checkpoint-rollback` - **Milestone**: v3.3.0 - **Parent Legendary**: #4942 --- **Automated by CleverAgents Bot** Supervisor: Epic Planning | Agent: epic-planner

freemo added the

Priority

High

State

Unverified

Type

Epic

labels 2026-04-08 23:41:41 +00:00

freemo added a new dependency 2026-04-08 23:41:49 +00:00

#4942 LEGENDARY: Decision Intelligence — Plan Decisions, Corrections, Subplans & Checkpoints

freemo referenced this issue 2026-04-08 23:43:03 +00:00

LEGENDARY: Decision Intelligence — Plan Decisions, Corrections, Subplans & Checkpoints #4942

HAL9000 referenced this issue 2026-04-09 00:19:32 +00:00

[AUTO-EPIC] Epic Planning Health Report (Cycle 1) #4985

HAL9000 referenced this issue 2026-04-09 00:21:13 +00:00

[AUTO-WATCHDOG] System Health Report (Cycle 2) #4993

HAL9000 referenced this issue 2026-04-09 00:35:08 +00:00

feat(checkpoints): implement CheckpointManager with create and rollback_to operations #5000

HAL9000 referenced this issue 2026-04-09 00:36:38 +00:00

feat(checkpoints): implement agents plan rollback CLI command with CheckpointService integration #5002

HAL9000 added a new dependency 2026-04-09 00:38:14 +00:00

#5000 feat(checkpoints): implement CheckpointManager with create and rollback_to operations

HAL9000 added a new dependency 2026-04-09 00:39:58 +00:00

#5002 feat(checkpoints): implement agents plan rollback CLI command with CheckpointService integration

HAL9000 commented 2026-04-09 00:42:03 +00:00

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Child Issues Created

The following child issues have been created for this Epic:

• #5000 — feat(checkpoints): implement CheckpointManager with create and rollback_to operations (foundational — must be done first)
• #5002 — feat(checkpoints): implement agents plan rollback CLI command with CheckpointService integration (depends on #5000)

Note: These issues were placed in Priority/Backlog (no milestone) because milestone v3.3.0 is converging (108 closed vs 71 open). A maintainer should assign them to the appropriate milestone.

Dependency Chain: #5000 → #5002 → Epic #4973

---

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

## Child Issues Created The following child issues have been created for this Epic: - [ ] #5000 — feat(checkpoints): implement CheckpointManager with create and rollback_to operations *(foundational — must be done first)* - [ ] #5002 — feat(checkpoints): implement `agents plan rollback` CLI command with CheckpointService integration *(depends on #5000)* **Note**: These issues were placed in `Priority/Backlog` (no milestone) because milestone v3.3.0 is converging (108 closed vs 71 open). A maintainer should assign them to the appropriate milestone. **Dependency Chain**: #5000 → #5002 → Epic #4973 --- **Automated by CleverAgents Bot** Supervisor: Epic Planning | Agent: epic-planner

HAL9000 commented 2026-04-09 00:45:21 +00:00

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Issue triaged by project owner:

• State: Verified
• Priority: High — Checkpoint & Rollback is critical for safe autonomous execution; without it, failed plans cannot be recovered
• Milestone: v3.3.0
• Story Points: 34 — XXL — Epic covering CheckpointManager, rollback functionality, auto-checkpoint config, and agents plan rollback command
• MoSCoW: Must Have — Checkpoint/rollback is a safety-critical feature for autonomous operation; the spec explicitly requires it and it prevents data loss during plan failures
• Parent Legendary: #4942

This Epic is valid. It covers checkpoint creation, agents plan rollback, CheckpointManager.rollback_to(), and sandbox.checkpoint.auto-create-on configuration.

---

Automated by CleverAgents Bot
Supervisor: Project Owner | Agent: project-owner

Issue triaged by project owner: - **State**: Verified - **Priority**: High — Checkpoint & Rollback is critical for safe autonomous execution; without it, failed plans cannot be recovered - **Milestone**: v3.3.0 - **Story Points**: 34 — XXL — Epic covering CheckpointManager, rollback functionality, auto-checkpoint config, and `agents plan rollback` command - **MoSCoW**: Must Have — Checkpoint/rollback is a safety-critical feature for autonomous operation; the spec explicitly requires it and it prevents data loss during plan failures - **Parent Legendary**: #4942 This Epic is valid. It covers checkpoint creation, `agents plan rollback`, `CheckpointManager.rollback_to()`, and `sandbox.checkpoint.auto-create-on` configuration. --- **Automated by CleverAgents Bot** Supervisor: Project Owner | Agent: project-owner

HAL9000 added

State

Verified

Points

34

MoSCoW

Must have

and removed

State

Unverified

labels 2026-04-09 00:45:49 +00:00

HAL9000 added this to the v3.3.0 milestone 2026-04-09 00:45:50 +00:00

HAL9000 referenced this issue 2026-04-09 00:55:21 +00:00

[AUTO-PROJ-OWN] Project Owner Report (Cycle 1) #4989

HAL9000 referenced this issue 2026-04-09 01:29:15 +00:00

[AUTO-EPIC] Epic Planning Health Report (Cycle 2) #5134

HAL9000 added a new dependency 2026-04-09 07:00:25 +00:00

#5463 UAT: agents plan rollback accepts optional checkpoint_id but spec requires it as mandatory positional argument

HAL9000 added a new dependency 2026-04-09 07:00:43 +00:00

#5460 UAT: CheckpointModel missing FK to decisions table — decision_id column is unlinked text field

HAL9000 added a new dependency 2026-04-09 07:00:45 +00:00

#5473 UAT: GitWorktreeSandbox.get_path() allows path resolution in ROLLED_BACK status and silently transitions to ACTIVE — enables writes after rollback

HAL9000 added a new dependency 2026-04-09 07:01:13 +00:00

#5452 UAT: plan cancel does not call SandboxManager.cleanup_all() — git worktrees leak on plan cancellation

HAL9000 added a new dependency 2026-04-09 07:01:16 +00:00

#5465 UAT: ChangeSetCapture._detect_operation() misclassifies all non-delete/non-edit tool writes as "modify" — new file creates not reliably detected

HAL9000 added a new dependency 2026-04-09 07:01:50 +00:00

#5458 UAT: ChangeSetCapture.wrap_tool drops source and source_metadata from wrapped ToolSpec

HAL9000 referenced this issue 2026-04-09 07:13:39 +00:00

[AUTO-EPIC] Epic Planning Health Report (Cycle 11) #5298

HAL9000 added a new dependency 2026-04-09 08:00:13 +00:00

#5559 UAT: Checkpoint domain model not frozen despite spec and docstring declaring it an "Immutable record"

HAL9000 referenced this issue 2026-04-09 08:51:37 +00:00

UAT: Checkpoint domain model not frozen despite spec and docstring declaring it an "Immutable record" #5559

HAL9000 referenced this issue 2026-04-09 08:55:17 +00:00

[AUTO-EPIC] Epic Planning Health Report (Cycle 13) #5737

HAL9000 referenced this issue 2026-04-09 09:20:46 +00:00

[AUTO-EPIC] Epic Planning Health Report (Cycle 1) #5775

HAL9000 referenced this issue 2026-04-09 11:26:37 +00:00

[AUTO-EPIC] Epic Planning Health Report (Cycle 21) #5883

HAL9000 referenced this issue 2026-04-09 12:17:45 +00:00

[AUTO-EPIC] Epic Planning Health Report (Cycle 23) #5956

HAL9000 referenced this issue 2026-04-09 14:19:43 +00:00

[AUTO-EPIC] Epic Planning Health Report (Cycle 3) #6064

HAL9000 added a new dependency 2026-04-09 14:56:12 +00:00

#6035 UAT: plan status doesn't list checkpoints with ULID and timestamp (v3.3.0 deliverable #7)

HAL9000 referenced this issue 2026-04-09 15:13:55 +00:00

[AUTO-EPIC] Epic Planning Health Report (Cycle 21) #5883

HAL9000 referenced this issue 2026-04-09 19:54:24 +00:00

[AUTO-EPIC] Epic Planning Update (Cycle 26) #6292

HAL9000 referenced this issue 2026-04-09 21:49:16 +00:00

[AUTO-EPIC] Epic Planning Status (Cycle 7) #6586

HAL9000 referenced this issue 2026-04-10 06:27:02 +00:00

[AUTO-EPIC] Status: Epic Planner (Cycle 1) #6932

HAL9000 referenced this issue 2026-04-10 20:53:53 +00:00

[AUTO-EPIC] Epic Planning Status (Cycle 6) #7509

HAL9000 referenced this issue 2026-04-12 06:41:51 +00:00

[AUTO-EPIC] Epic Planning Update (Cycle 25) #7897

HAL9000 referenced this issue 2026-04-12 07:06:16 +00:00

[AUTO-EPIC] Epic Planning Update (Cycle 25) #7897

HAL9000 referenced this issue 2026-04-14 04:02:44 +00:00

feat(checkpoints): implement auto-checkpoint creation with configurable triggers and retention policy #8915

HAL9000 added a new dependency 2026-04-14 04:04:53 +00:00

#8915 feat(checkpoints): implement auto-checkpoint creation with configurable triggers and retention policy

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fix/plan-phase-migration-raw-sql-root-plan-id

auto-arch-12/spec-acms-context-tier-hydrator

timeline/day-106-2026-04-15-auto-time-1

feat/invariant-enforcement-strategize

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docs/auto-docs-4-fix-conflicts

docs/auto-docs-1-milestone-docs-v3.0.0-v3.1.0

feat/v3.4.0-acms-lifecycle-policy

pr-9220

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feat/ci-guard-llm-secrets

pr-9214

feat/v3.3.0-subplan-status-tracking

feat/v3.3.0-merge-conflict-detection

uat/checkpoint-rollback-merge-tests

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feat/v3.3.0-spawn-subplan-step

auto-time-1-day103-cycle1-session6

feat/v3.8.0-agent-card-endpoint

docs/auto-docs-cycle-24-showcase-nav

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auto-time-1-day103-cycle2

docs/timeline-day-104-auto-time-1

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uat-a2a-facade-tests-v350

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docs/auto-time-1-timeline-update-2026-04-14

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docs/validation-gate-empty-run-guard

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docs/timeline-day-102-2026-04-12

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fix/issue-7482-git-log-injection

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feat/issue-6350-conversation-content-pruning

docs/update-module-guides-2026-04-10

timeline/day-100-2026-04-10-auto-time-cycle1

timeline/day-99-2026-04-09-auto-time-v2

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pr-4226

spec/additional-llm-providers-gemini-groq-cohere-together-ollama-mistral

spec/document-context-tier-hydrator-6175

docs/timeline-day99-2026-04-09

spec/invariant-cli-clarifications

docs/add-example-project-init-and-context-management

spec/reconciliation-blocked-error-documentation

spec/fix-invariant-precedence-reference-5861

spec/fix-plan-correct-accepts-plan-id-5558

spec/fix-validation-attach-synopsis-5328

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docs/timeline-day-99-cycle-3

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docs/auto-docs-cycle-9-updates

fix-resource-fix-resource-remove-to-check-correct-edge-table

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fix/issue-6322-resource-add-url-flag

feat/issue-6348-sessions-screen

spec/plan-show-command

temp

feat/harden-label-restrictions-1775753628

spec/invariant-reconciliation-failure-behavior

spec/add-reconciliation-failure-behavior-5942

spec/architecture-corrections-cycle3

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docs/auto-docs-writer-cycle1-labels

spec/fix-resource-type-yaml-format-5622

spec/add-plan-revert-resume-commands-5574

docs/auto-docs-cycle-1-2026-04-09

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spec/fix-subgraph-node-actor-ref-field-5427

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merge-me

docs/session-3377-initial-docs-update

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spec/architecture-corrections-cycle2

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docs/ca-docs-writer-v3.8.1-2026-04-05

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docs/unreleased-feature-docs

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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

v3.3.0

Projects

Clear projects

No items

No project

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2 participants

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Blocks

#4942 LEGENDARY: Decision Intelligence — Plan Decisions, Corrections, Subplans & Checkpoints

cleveragents/cleveragents-core

Depends on

#5000 feat(checkpoints): implement CheckpointManager with create and rollback_to operations

cleveragents/cleveragents-core

#5002 feat(checkpoints): implement agents plan rollback CLI command with CheckpointService integration

cleveragents/cleveragents-core

#5452 UAT: plan cancel does not call SandboxManager.cleanup_all() — git worktrees leak on plan cancellation

cleveragents/cleveragents-core

#5458 UAT: ChangeSetCapture.wrap_tool drops source and source_metadata from wrapped ToolSpec

cleveragents/cleveragents-core

#5460 UAT: CheckpointModel missing FK to decisions table — decision_id column is unlinked text field

cleveragents/cleveragents-core

#5463 UAT: agents plan rollback accepts optional checkpoint_id but spec requires it as mandatory positional argument

cleveragents/cleveragents-core

#5465 UAT: ChangeSetCapture._detect_operation() misclassifies all non-delete/non-edit tool writes as "modify" — new file creates not reliably detected

cleveragents/cleveragents-core

#5473 UAT: GitWorktreeSandbox.get_path() allows path resolution in ROLLED_BACK status and silently transitions to ACTIVE — enables writes after rollback

cleveragents/cleveragents-core

#5559 UAT: Checkpoint domain model not frozen despite spec and docstring declaring it an "Immutable record"

cleveragents/cleveragents-core

#6035 UAT: plan status doesn't list checkpoints with ULID and timestamp (v3.3.0 deliverable #7)

cleveragents/cleveragents-core

#8915 feat(checkpoints): implement auto-checkpoint creation with configurable triggers and retention policy

cleveragents/cleveragents-core

Reference

cleveragents/cleveragents-core#4973

No description provided.