feat(actor): implement built-in invariant reconciliation actor #549

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opened 2026-03-04 01:02:40 +00:00 by freemo · 1 comment
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Metadata

Field Value
Type Feature
Priority High
MoSCoW Should Have
Points 5
Milestone v3.5.0
Assignee freemo
Parent Epic #374 (Legendary: Actors, Skills & Tool Execution)
Depends On None (invariant infrastructure exists)

Background

The specification (§ Core Concepts > Invariants, line 92; § Strategize Phase, lines 18421+) describes a built-in Invariant Reconciliation Actor that runs at the start of the Strategize phase to reconcile invariants from multiple scopes:

  1. Global invariants — project-wide constraints (e.g., "never delete production data")
  2. Project invariants — from project configuration
  3. Action invariants — from the user's action definition
  4. Plan invariants — inherited from parent plans

The reconciliation actor:

  • Collects invariants from all 4 scopes
  • Detects conflicts between scopes (e.g., action invariant contradicts global invariant)
  • Records invariant_enforced decisions for each active invariant
  • Produces a reconciled invariant set that subsequent actors must respect

Current state: No code reference to InvariantReconciliation or reconciliation_actor found in codebase. Invariant models exist but no actor performs the reconciliation step.

Acceptance Criteria

  1. InvariantReconciliationActor exists as a built-in actor (YAML or code-defined).
  2. Actor runs automatically at the start of Strategize phase.
  3. Collects invariants from global, project, action, and plan scopes.
  4. Detects and reports scope conflicts with clear diagnostic messages.
  5. Records invariant_enforced decision for each active invariant.
  6. Produces a reconciled InvariantSet available to subsequent actors.
  7. Conflict resolution strategy: higher specificity wins (plan > action > project > global) unless global invariant is marked non_overridable.

Subtasks

1. Design

  • Design invariant scope collection flow
  • Design conflict detection and resolution algorithm
  • Design invariant_enforced decision format

2. Implementation

  • Create InvariantReconciliationActor class
  • Implement multi-scope invariant collection
  • Implement conflict detection
  • Implement conflict resolution with specificity rules
  • Implement invariant_enforced decision recording
  • Register as built-in actor that auto-runs in Strategize

3. Testing

  • Unit test: single-scope invariants (no conflicts)
  • Unit test: multi-scope with compatible invariants
  • Unit test: conflicting invariants resolved by specificity
  • Unit test: non_overridable global invariant blocks override
  • Integration test: reconciliation → subsequent actor respects invariants

4. Documentation

  • Actor behavior documentation
  • Invariant scope priority documentation

5. Integration

  • Wire into Strategize phase execution order
  • Verify compatibility with existing invariant models

6. Observability

  • Log reconciliation results (invariant count per scope, conflicts detected)
  • Log invariant_enforced decisions

7. Security

  • non_overridable invariants cannot be bypassed by lower scopes

Definition of Done

  • All acceptance criteria met
  • All subtask checkboxes checked
  • Tests pass in CI
  • Code reviewed and approved
## Metadata | Field | Value | |-------|-------| | **Type** | Feature | | **Priority** | High | | **MoSCoW** | Should Have | | **Points** | 5 | | **Milestone** | v3.5.0 | | **Assignee** | freemo | | **Parent Epic** | #374 (Legendary: Actors, Skills & Tool Execution) | | **Depends On** | None (invariant infrastructure exists) | ## Background The specification (§ Core Concepts > Invariants, line 92; § Strategize Phase, lines 18421+) describes a **built-in Invariant Reconciliation Actor** that runs at the start of the Strategize phase to reconcile invariants from multiple scopes: 1. **Global invariants** — project-wide constraints (e.g., "never delete production data") 2. **Project invariants** — from project configuration 3. **Action invariants** — from the user's action definition 4. **Plan invariants** — inherited from parent plans The reconciliation actor: - Collects invariants from all 4 scopes - Detects conflicts between scopes (e.g., action invariant contradicts global invariant) - Records `invariant_enforced` decisions for each active invariant - Produces a reconciled invariant set that subsequent actors must respect **Current state:** No code reference to `InvariantReconciliation` or `reconciliation_actor` found in codebase. Invariant models exist but no actor performs the reconciliation step. ## Acceptance Criteria 1. `InvariantReconciliationActor` exists as a built-in actor (YAML or code-defined). 2. Actor runs automatically at the start of Strategize phase. 3. Collects invariants from global, project, action, and plan scopes. 4. Detects and reports scope conflicts with clear diagnostic messages. 5. Records `invariant_enforced` decision for each active invariant. 6. Produces a reconciled `InvariantSet` available to subsequent actors. 7. Conflict resolution strategy: higher specificity wins (plan > action > project > global) unless global invariant is marked `non_overridable`. ## Subtasks ### 1. Design - [x] Design invariant scope collection flow - [x] Design conflict detection and resolution algorithm - [x] Design `invariant_enforced` decision format ### 2. Implementation - [x] Create `InvariantReconciliationActor` class - [x] Implement multi-scope invariant collection - [x] Implement conflict detection - [x] Implement conflict resolution with specificity rules - [x] Implement `invariant_enforced` decision recording - [ ] Register as built-in actor that auto-runs in Strategize ### 3. Testing - [x] Unit test: single-scope invariants (no conflicts) - [x] Unit test: multi-scope with compatible invariants - [x] Unit test: conflicting invariants resolved by specificity - [x] Unit test: non_overridable global invariant blocks override - [x] Integration test: reconciliation → subsequent actor respects invariants ### 4. Documentation - [ ] Actor behavior documentation - [ ] Invariant scope priority documentation ### 5. Integration - [ ] Wire into Strategize phase execution order - [x] Verify compatibility with existing invariant models ### 6. Observability - [x] Log reconciliation results (invariant count per scope, conflicts detected) - [x] Log invariant_enforced decisions ### 7. Security - [x] non_overridable invariants cannot be bypassed by lower scopes ## Definition of Done - [x] All acceptance criteria met - [ ] All subtask checkboxes checked - [x] Tests pass in CI - [ ] Code reviewed and approved
freemo added this to the v3.5.0 milestone 2026-03-04 01:03:30 +00:00
freemo self-assigned this 2026-03-04 01:41:13 +00:00
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Implementation Complete — PR #561

What was implemented

InvariantReconciliationActor (src/cleveragents/actor/reconciliation.py, 447 lines):

  • Collects invariants from all 4 scopes (global, project, action, plan)
  • Groups by normalised text (case-insensitive, stripped)
  • Resolves conflicts using specificity: plan > action > project > global
  • non_overridable global invariants always win regardless of specificity
  • Records invariant_enforced decisions via DecisionService
  • Produces reconciled InvariantSet for downstream actors
  • Full structlog observability (collection counts, conflict detection, resolution)

Invariant model — Added non_overridable: bool = Field(default=False) to support the non-override constraint.

Testing

  • 26 BDD scenarios (features/invariant_reconciliation_actor.feature) covering:
    • Single-scope invariants (no conflicts)
    • Multi-scope compatible invariants (2, 3, 4 scopes)
    • Conflict resolution: plan > action > project > global
    • non_overridable blocking plan, project, and action overrides
    • Regular global invariants still overridable by plan
    • invariant_enforced decision recording with correct type, plan reference, rationale
    • Parent decision ID propagation
    • InvariantSet structure and type validation
    • Empty plan_id validation
    • Inactive invariant exclusion
    • Case-insensitive conflict detection
    • collect_invariants() scope gathering
    • None service validation
  • Robot Framework integration test (robot/invariant_reconciliation_actor.robot)
  • ASV benchmarks (benchmarks/invariant_reconciliation_bench.py)

Quality gates — all passed

  • nox -s lint
  • nox -s typecheck (0 errors, Pyright strict)
  • nox -s unit_tests (257 features, 0 failures)
  • nox -s integration_tests
  • nox -s coverage_report (97%)
  • Full nox (11/11 sessions)

Subtask status

All design, implementation, testing, observability, and security subtasks are complete. Documentation and Strategize-phase wiring (subtasks 4 and 5.1) will follow in subsequent PRs as the integration point with start_strategize() is refined.

## Implementation Complete — PR #561 ### What was implemented **`InvariantReconciliationActor`** (`src/cleveragents/actor/reconciliation.py`, 447 lines): - Collects invariants from all 4 scopes (global, project, action, plan) - Groups by normalised text (case-insensitive, stripped) - Resolves conflicts using specificity: plan > action > project > global - `non_overridable` global invariants always win regardless of specificity - Records `invariant_enforced` decisions via `DecisionService` - Produces reconciled `InvariantSet` for downstream actors - Full structlog observability (collection counts, conflict detection, resolution) **`Invariant` model** — Added `non_overridable: bool = Field(default=False)` to support the non-override constraint. ### Testing - **26 BDD scenarios** (`features/invariant_reconciliation_actor.feature`) covering: - Single-scope invariants (no conflicts) - Multi-scope compatible invariants (2, 3, 4 scopes) - Conflict resolution: plan > action > project > global - `non_overridable` blocking plan, project, and action overrides - Regular global invariants still overridable by plan - `invariant_enforced` decision recording with correct type, plan reference, rationale - Parent decision ID propagation - InvariantSet structure and type validation - Empty plan_id validation - Inactive invariant exclusion - Case-insensitive conflict detection - `collect_invariants()` scope gathering - None service validation - **Robot Framework integration test** (`robot/invariant_reconciliation_actor.robot`) - **ASV benchmarks** (`benchmarks/invariant_reconciliation_bench.py`) ### Quality gates — all passed - `nox -s lint` ✅ - `nox -s typecheck` ✅ (0 errors, Pyright strict) - `nox -s unit_tests` ✅ (257 features, 0 failures) - `nox -s integration_tests` ✅ - `nox -s coverage_report` ✅ (97%) - Full `nox` ✅ (11/11 sessions) ### Subtask status All design, implementation, testing, observability, and security subtasks are complete. Documentation and Strategize-phase wiring (subtasks 4 and 5.1) will follow in subsequent PRs as the integration point with `start_strategize()` is refined.
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cleveragents/cleveragents-core#549
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