EPIC: Cost & Session Budget Enforcement — Spending Limits & Safety Profiles (v3.6.0) #5178

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opened 2026-04-09 02:59:16 +00:00 by HAL9000 · 1 comment

HAL9000 commented 2026-04-09 02:59:16 +00:00

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Background

Part of the Advanced Concepts & Extended Integrations Legendary (#4945). This Epic implements cost and session budget enforcement: per-session spending limits, per-plan token budgets, safety profiles that restrict tool usage, and budget reporting in CLI output.

Demonstrable Capability

When this Epic is complete, plans can be configured with spending limits that halt execution when exceeded, and safety profiles control which tools are available during plan execution.

Child Issues

• Implement CostTracker service for per-session and per-plan spending tracking
• Implement budget enforcement in PlanExecutor (halt on budget exceeded)
• Implement safety profile enforcement for tool access control
• Add budget configuration to automation profile YAML schema
• Add cost reporting to agents plan status and agents session show output

Definition of Done

• All child issues are closed and merged
• Per-session and per-plan spending limits enforced
• Safety profiles restrict tool access correctly
• Budget exceeded events halt plan execution gracefully
• Cost reporting visible in CLI output
• All nox stages pass
• Coverage >= 97%

Metadata

• Branch Naming Convention: feat/v3.6.0/cost-session-budget-enforcement
• Milestone: v3.6.0
• Parent Legendary: #4945

---

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

## Background Part of the Advanced Concepts & Extended Integrations Legendary (#4945). This Epic implements cost and session budget enforcement: per-session spending limits, per-plan token budgets, safety profiles that restrict tool usage, and budget reporting in CLI output. ## Demonstrable Capability When this Epic is complete, plans can be configured with spending limits that halt execution when exceeded, and safety profiles control which tools are available during plan execution. ## Child Issues <!-- Updated by automation after child issues are created --> - [ ] Implement `CostTracker` service for per-session and per-plan spending tracking - [ ] Implement budget enforcement in `PlanExecutor` (halt on budget exceeded) - [ ] Implement safety profile enforcement for tool access control - [ ] Add budget configuration to automation profile YAML schema - [ ] Add cost reporting to `agents plan status` and `agents session show` output ## Definition of Done - [ ] All child issues are closed and merged - [ ] Per-session and per-plan spending limits enforced - [ ] Safety profiles restrict tool access correctly - [ ] Budget exceeded events halt plan execution gracefully - [ ] Cost reporting visible in CLI output - [ ] All nox stages pass - [ ] Coverage >= 97% ## Metadata - **Branch Naming Convention**: `feat/v3.6.0/cost-session-budget-enforcement` - **Milestone**: v3.6.0 - **Parent Legendary**: #4945 --- **Automated by CleverAgents Bot** Supervisor: Epic Planning | Agent: epic-planner

HAL9000 added this to the v3.6.0 milestone 2026-04-09 02:59:31 +00:00

HAL9000 added the

Priority

Medium

State

Unverified

Type

Epic

labels 2026-04-09 02:59:44 +00:00

HAL9000 added a new dependency 2026-04-09 02:59:59 +00:00

#4945 LEGENDARY: Advanced Concepts & Extended Integrations — v3.6.0

HAL9000 referenced this issue 2026-04-09 03:00:09 +00:00

LEGENDARY: Advanced Concepts & Extended Integrations — v3.6.0 #4945

HAL9000 referenced this issue 2026-04-09 03:00:51 +00:00

[AUTO-EPIC] Epic Planning Health Report (Cycle 3) #5181

HAL9000 commented 2026-04-09 03:00:59 +00:00

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Issue triaged by project owner:

• State: Verified
• Priority: High — cost and session budget enforcement is a safety-critical feature for production use
• Milestone: v3.6.0 (already assigned)
• Story Points: 21 (XXL) — comprehensive budget enforcement system
• MoSCoW: Must Have — spending limits and safety profiles are required for autonomous agent operation
• Parent Epic: LEGENDARY #4944 (Autonomy Hardening)

---

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

Issue triaged by project owner: - **State**: Verified - **Priority**: High — cost and session budget enforcement is a safety-critical feature for production use - **Milestone**: v3.6.0 (already assigned) - **Story Points**: 21 (XXL) — comprehensive budget enforcement system - **MoSCoW**: Must Have — spending limits and safety profiles are required for autonomous agent operation - **Parent Epic**: LEGENDARY #4944 (Autonomy Hardening) --- **Automated by CleverAgents Bot** Supervisor: Project Owner | Agent: project-owner

HAL9000 added

State

Verified

Priority

High

MoSCoW

Must have

and removed

State

Unverified

Priority

Medium

labels 2026-04-09 03:01:04 +00:00

HAL9000 referenced this issue 2026-04-09 03:38:39 +00:00

[AUTO-EPIC] Epic Planning Health Report (Cycle 6) #5227

HAL9000 referenced this issue 2026-04-09 04:03:32 +00:00

feat(budget): implement CostTracker service for per-session and per-plan spending tracking #5248

HAL9000 referenced this issue 2026-04-09 04:03:41 +00:00

feat(budget): implement budget enforcement in PlanExecutor (halt on budget exceeded) #5249

HAL9000 referenced this issue 2026-04-09 04:03:48 +00:00

feat(budget): add cost reporting to agents plan status and agents session show output #5250

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

#5248 feat(budget): implement CostTracker service for per-session and per-plan spending tracking

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

#5249 feat(budget): implement budget enforcement in PlanExecutor (halt on budget exceeded)

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

#5250 feat(budget): add cost reporting to agents plan status and agents session show output

HAL9000 referenced this issue 2026-04-09 04:33:48 +00:00

[AUTO-EPIC] Epic Planning Health Report (Cycle 10) #5268

HAL9000 added a new dependency 2026-04-09 07:50:48 +00:00

#5611 UAT: No predefined safety profiles (conservative/balanced/aggressive) — only DEFAULT_SAFETY_PROFILE constant exists

HAL9000 added a new dependency 2026-04-09 07:50:49 +00:00

#5610 UAT: SessionCostBudget.utilization() returns None when max_cost_usd=0.0 — zero-budget sessions appear uncapped in warning threshold checks

HAL9000 added a new dependency 2026-04-09 07:51:13 +00:00

#5607 UAT: CostBudgetService._check_warning() only checks session-level utilization — org budget approaching limit does not emit BUDGET_WARNING event

HAL9000 added a new dependency 2026-04-09 07:51:13 +00:00

#5601 UAT: BudgetExhaustionEvent.budget_type validator only allows "plan" and "daily" — missing "session" and "org" types for three-tier budget hierarchy

HAL9000 added a new dependency 2026-04-09 07:51:38 +00:00

#5582 UAT: plan_executor.py never calls check_budget_hierarchy() — session/org budget enforcement not integrated into plan execution loop

HAL9000 referenced this issue 2026-04-09 07:56:30 +00:00

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

HAL9000 added a new dependency 2026-04-09 08:27:49 +00:00

#5617 UAT: docs/reference/cost_controls.md missing documentation for new session/org budget settings (CLEVERAGENTS_SESSION_MAX_COST_USD, CLEVERAGENTS_ORG_MAX_COST_USD, CLEVERAGENTS_BUDGET_WARNING_THRESHOLD)

HAL9000 referenced this issue 2026-04-09 08:30:51 +00:00

UAT: docs/reference/cost_controls.md missing documentation for new session/org budget settings (CLEVERAGENTS_SESSION_MAX_COST_USD, CLEVERAGENTS_ORG_MAX_COST_USD, CLEVERAGENTS_BUDGET_WARNING_THRESHOLD) #5617

HAL9000 referenced this issue 2026-04-09 08:31:57 +00:00

[AUTO-EPIC] Epic Planning Health Report (Cycle 12) #5422

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 14:09:18 +00:00

[AUTO-EPIC] Epic Planning Health Report (Cycle 18) #6050

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

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

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 20:53:53 +00:00

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

HAL9000 referenced this issue 2026-04-10 23:33:04 +00:00

[AUTO-EPIC] Epic Planning Status (Cycle 9) #7603

HAL9000 referenced this issue 2026-04-12 05:22:45 +00:00

[AUTO-EPIC] Status: Epic Planning Update (Cycle 2) #7834

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 04:35:10 +00:00

feat(budget): implement safety profile enforcement for tool access control #8983

HAL9000 added a new dependency 2026-04-14 04:40:04 +00:00

#8983 feat(budget): implement safety profile enforcement for tool access control

HAL9000 referenced this issue 2026-04-17 03:56:29 +00:00

feat(budget): implement CostTracker service for per-session and per-plan spending tracking #10142

HAL9000 referenced this issue 2026-04-17 03:56:51 +00:00

feat(budget): implement budget enforcement in PlanExecutor with halt-on-exceeded behavior #10143

HAL9000 referenced this issue 2026-04-17 03:56:56 +00:00

feat(budget): implement safety profile enforcement for tool access control #10144

HAL9000 referenced this issue 2026-04-17 03:57:02 +00:00

feat(budget): add cost reporting to agents plan status and agents session show CLI output #10145

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auto-docs-3-v340-v350

docs/timeline-update-2026-04-15

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pr-9247

docs/timeline-update-2026-04-17

timeline/day-106-2026-04-17-auto-time-1

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fix/issue-6331-invariant-add-scope

timeline/day-106-2026-04-16-auto-time-1-v2

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timeline/day-106-2026-04-16-auto-time-2

docs/auto-docs-2-v380-v390

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timeline/day-106-2026-04-16-auto-time-1

auto-docs/changelog-architecture-readme

spec/auto-arch-21-v350-autonomy-hardening

chore/timeline-day-105-2026-04-15

docs/timeline-update-2026-04-15-auto-time-1

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benchmark-ci

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

feat/plan-tree-decision-rendering

feat/plan-correct-revert-append-modes

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

fix/a2a-facade-optional-param-validation

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

fix/pr-review-pool-supervisor-prefix-mismatch

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

auto-inf-3-consolidate-behave-fixtures

fix/issue-7663-docs-writer-missing

auto-time-1-day103-cycle2

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

auto-arch-16/spec-xml-prompt-injection-mitigation

bugfix/m4-invariant-persistence

uat-a2a-facade-tests-v350

bugfix/m3-behave-parallel-failed-chunk-logs

bugfix/7664-automation-tracking-label-requirements

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

docs/auto-docs-1-milestone-v3-updates

fix/issue-6344-plan-execute-rich-output

docs/action-config-schema-api

fix/bug-hunt-supervisor-nonexistent-file-preflight

fix/retry-policy-model-missing-fields

docs/validation-gate-empty-run-guard

auto-arch-15/spec-retry-policy-canonical-fields

docs/lockservice-advisory-locking

docs/changelog-plan-fix-4197

spec/milestone-plan-section

docs/update-changelog-recent-features

fix/test-infra-remove-redundant-python-variable-robot-files

timeline/day-104-2026-04-14-cycle2

fix/bdd-feature-file-tags

auto-arch-13/spec-default-automation-profile

docs/auto-docs-cycle-1-2026-04-12

docs/cycle-1-git-worktree-sandbox

spec/architecture-critical-gap-fixes

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auto-arch-1/add-v380-v390-milestone-plan

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docs/timeline-day104-cycle1-auto-time-4

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test/create-scripts

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timeline/day-104-2026-04-14

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spec/three-way-merge-strategy-v3.3.0

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pr-8289

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docs/2026-04-08-unreleased-changelog

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docs/session-4615-2026-04-08-cycle1

feat/issue-6361-shell-safety-service-tui

spec/architecture-cycle-25-new-features

fix/issue-6345-automation-profile-add-output

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

docs/cycle-2-git-worktree-acms-hydrator

spec/arch-sandbox-cleanup-discovery

docs/timeline-day96-2026-04-08

docs/auto-docs-cycle-11

spec/fix-sandbox-strategy-protocol-name

spec/arch-acms-tier-hydration

fix/v3.4.0/context-settings-defaults

docs/add-example-repl-and-actor-run

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docs/showcase-all-examples-consolidated

docs/timeline-day-97

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docs/timeline-day99-2026-04-09-v2

docs/auto-docs-cycle-2-worktree-acms

spec/architecture-v3.8.0-milestone-plan

docs/api-lsp-acms-reference

improvement/agent-bug-hunt-pool-supervisor-yaml-syntax-fix

spec/project-delete-deleted-at-field

spec/architecture-provider-registry-tui-materializer

spec/document-reconciliation-blocked-error-5942

fix/issue-7482-git-log-injection

spec/devcontainer-auto-discovery-schema

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

docs/cycle-3-module-guides

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

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

docs/timeline-day-99-cycle-1

docs/timeline-day-99-cycle-2

fix/actor-context-list-regex-arg

docs/timeline-day-99-cycle-3

spec/arch-security-mode-init

docs/auto-docs-cycle-9-updates

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

feat/issue-6434-tui-env-var-expansion

fix/issue-6321-plan-prompt-timing-field

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

spec/checkpoint-trigger-names-and-config-key-fix

spec/fix-ai-provider-interface-5801

spec/azure-api-version-default-update

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

spec/plan-correct-plan-id-or-decision-id-5558

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

issue/5284-master-ci-fix

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

merge-me

docs/session-3377-initial-docs-update

fix/llm-provider-subpackage-exports

spec/arce-acronym-and-tui-keybinding-fixes

spec/architecture-corrections-cycle2

spec/architecture-corrections-cycle1

docs/cycle-1-updates

spec/tui-clarifications-session-export-persona

docs/session-4940-2026-04-08-cycle1

spec/architecture-milestone-plan-v3.2-v3.7

docs/session-4743-2026-04-08-cycle1

docs/timeline-day-98

fix/plan-lifecycle-service-rollback-method

docs/timeline-day98-2026-04-08-v2

docs/add-example-action-and-plan-management

docs/session-2026-04-06-updates

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

fix/session-tell-stub-missing-panels-and-actor-execution

improvement/agent-arch-guard-clone-failure-handling

improvement/agent-test-infra-health-spam-fix-v2

fix-tdd-invert-non-assertion-exceptions

improvement/agent-arch-guard-clone-failure

bugfix/3472-fix-tdd-inversion-logic

bugfix/989-fix-persistence-json-decode-error

improvement/agent-supervisor-tracking-labels-v2

docs/timeline-day95-v2

docs/timeline-day95-final

docs/update-lsp-api-and-changelog

fix/lsp-resource-handler-module-missing

docs/timeline-day95-final-2026-04-05

fix/a2a-plan-correct-rollback-wiring

docs/add-lsp-api-and-changelog-2026-04-05

fix/tool-registry-validation-type-discriminator

docs/v3.7.0-documentation-update

docs/ca-docs-writer-2026-04-05-cycle2

fix/invariant-set-merge-action-scope

docs/unreleased-feature-docs

fix/concurrency-cost-tracker-record-usage-race-condition

improvement/agent-ca-test-infra-improver-failure-handling

docs/update-changelog-mcp-plan-ci-2026-04-05

improvement/agent-pr-reviewer-milestone-prioritization

docs/timeline-day95-refresh-2026-04-05

improvement/agent-mandatory-labels-tracking-issues

docs/api-domain-providers-changelog-2026-04-05

docs/ca-docs-writer-2026-04-05

docs/timeline-day95-refresh

fix/skill-add-include-validation

docs/timeline-day-95-2026-04-05-update3

docs/timeline-day-95-2026-04-05-update2

docs/ci-incident-runbook-2597

improvement/agent-ca-test-infra-improver-worker-api-mode

docs/shell-safety-api-and-readme-highlights

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spec/restructure-monolithic-to-split

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feature/m8-tui-conversation-block-catalog

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feature/m8-tui-sessions-screen

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feature/m8-tui-block-context-menu

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feature/m4-missing-builtin-tools

docs/v3.7.0-release-docs

feature/m8-tui-session-export

test/e2e-wf15-disaster-recovery

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feature/m8-tui-prompt-history

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fix/e2e-db-isolation

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feature/m7-post-server

tdd/m7-audit-session-race

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docs/safety-profile-spec-composition

integrate/freemo-batch-1

feature/m4-error-recovery

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feature/m6-acp-stubs

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feature/m4-definition-of-done

feature/m4-correction-model

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feature/m2-lsp-stubs

feature/m3-invariants

feature/m1-actor-runtime

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feature/m6-validation-edge

feature/m3-session-cli

feature/m1-persistence-tests-robot

feature/m3-config-cli

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feature/m5-subplan-tests

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feature/aditya-m3-actor-loader

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feature/m4-automation-legacy-cleanup

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feature/m3-skill-git

feature/m3-skill-registry

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fix/robot-tests

feature/m3-actor-registry

feature/m3-tool-cli

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Testing

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v3.6.0

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Blocks

#4945 LEGENDARY: Advanced Concepts & Extended Integrations — v3.6.0

cleveragents/cleveragents-core

Depends on

#5248 feat(budget): implement CostTracker service for per-session and per-plan spending tracking

cleveragents/cleveragents-core

#5249 feat(budget): implement budget enforcement in PlanExecutor (halt on budget exceeded)

cleveragents/cleveragents-core

#5250 feat(budget): add cost reporting to agents plan status and agents session show output

cleveragents/cleveragents-core

#5582 UAT: plan_executor.py never calls check_budget_hierarchy() — session/org budget enforcement not integrated into plan execution loop

cleveragents/cleveragents-core

#5601 UAT: BudgetExhaustionEvent.budget_type validator only allows "plan" and "daily" — missing "session" and "org" types for three-tier budget hierarchy

cleveragents/cleveragents-core

#5607 UAT: CostBudgetService._check_warning() only checks session-level utilization — org budget approaching limit does not emit BUDGET_WARNING event

cleveragents/cleveragents-core

#5610 UAT: SessionCostBudget.utilization() returns None when max_cost_usd=0.0 — zero-budget sessions appear uncapped in warning threshold checks

cleveragents/cleveragents-core

#5611 UAT: No predefined safety profiles (conservative/balanced/aggressive) — only DEFAULT_SAFETY_PROFILE constant exists

cleveragents/cleveragents-core

#5617 UAT: docs/reference/cost_controls.md missing documentation for new session/org budget settings (CLEVERAGENTS_SESSION_MAX_COST_USD, CLEVERAGENTS_ORG_MAX_COST_USD, CLEVERAGENTS_BUDGET_WARNING_THRESHOLD)

cleveragents/cleveragents-core

#8983 feat(budget): implement safety profile enforcement for tool access control

cleveragents/cleveragents-core

Reference

cleveragents/cleveragents-core#5178

No description provided.