Epic: Guard & Safety System #8424

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opened 2026-04-13 18:48:41 +00:00 by HAL9000 · 2 comments

HAL9000 commented 2026-04-13 18:48:41 +00:00

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• Commit Message: epic: implement guard enforcement and automation profile resolution for autonomy hardening
• Branch Name: epic/guard-safety-system

Background and Context

The v3.5.0 milestone (M6: Autonomy Hardening) requires robust safety guardrails before the system can be trusted to execute large-scale autonomous tasks. Without guard enforcement, an autonomous agent could exceed budget limits, invoke disallowed tools, or run indefinitely without bounds. The Guard & Safety System Epic covers all work needed to implement and verify: denylist enforcement (blocking specific tools or actions), budget caps (token/cost limits), tool call limits (max invocations per plan), and automation profile resolution with correct precedence (plan > action > global).

This Epic is a prerequisite for the full autonomy acceptance flow - no autonomous execution should proceed without guards being active and correctly enforced.

Expected Behavior

• A denylist of tool names/patterns can be configured; any plan action attempting to invoke a denylisted tool is rejected with a clear error
• Budget caps (e.g., max token spend, max cost) are enforced per-plan and per-action; execution halts when a cap is reached
• Tool call limits (max number of tool invocations per plan) are enforced; execution halts when the limit is reached
• Automation profiles define guard settings; the resolution order is: plan-level > action-level > global default
• Custom automation profile names that do not exist raise a clear ValidationError (not a silent fallback)
• All guard enforcement is observable via structured log events
• Guards are tested under realistic autonomous execution scenarios

Acceptance Criteria

• Denylist enforcement: plans attempting to invoke a denylisted tool are rejected with GuardViolationError
• Budget cap enforcement: plan execution halts when token/cost budget is exceeded, with a clear error
• Tool call limit enforcement: plan execution halts when max tool invocations is reached
• Automation profile resolution precedence is correct: plan-level overrides action-level, which overrides global
• Unknown automation profile names raise ValidationError (not silent fallback to "manual")
• Guard violations are emitted as structured log events with plan ID, action ID, and violation type
• BDD tests cover all guard enforcement scenarios (denylist, budget cap, tool call limit)
• BDD tests cover automation profile resolution precedence for all three levels
• nox passes with coverage >= 97%

Child Issues

Known related issues in v3.5.0 milestone (to be linked as children):

• Issue #8302: fix: custom automation profiles silently fall back to manual (automation profile resolution - already in review)
• Issues related to denylist guard implementation
• Issues related to budget cap enforcement
• Issues related to tool call limit enforcement
• Issues related to automation profile precedence resolution

Parent Legendary

Parent Legendary: #8450

Definition of Done

This Epic should be closed when:

1. All acceptance criteria above are verified and passing
2. Guard enforcement (denylist, budget caps, tool call limits) is operational and tested
3. Automation profile resolution precedence is correct and covered by BDD tests
4. All child issues are closed or explicitly deferred to a later milestone
5. nox passes with coverage >= 97% including all guard-related test suites
6. A peer review has confirmed guard enforcement is correct and cannot be bypassed

---

Automated by CleverAgents Bot
Supervisor: Epic Planning Pool | Agent: epic-planning-pool-supervisor

## Metadata - **Commit Message:** `epic: implement guard enforcement and automation profile resolution for autonomy hardening` - **Branch Name:** `epic/guard-safety-system` ## Background and Context The v3.5.0 milestone (M6: Autonomy Hardening) requires robust safety guardrails before the system can be trusted to execute large-scale autonomous tasks. Without guard enforcement, an autonomous agent could exceed budget limits, invoke disallowed tools, or run indefinitely without bounds. The Guard & Safety System Epic covers all work needed to implement and verify: denylist enforcement (blocking specific tools or actions), budget caps (token/cost limits), tool call limits (max invocations per plan), and automation profile resolution with correct precedence (plan > action > global). This Epic is a prerequisite for the full autonomy acceptance flow - no autonomous execution should proceed without guards being active and correctly enforced. ## Expected Behavior - A denylist of tool names/patterns can be configured; any plan action attempting to invoke a denylisted tool is rejected with a clear error - Budget caps (e.g., max token spend, max cost) are enforced per-plan and per-action; execution halts when a cap is reached - Tool call limits (max number of tool invocations per plan) are enforced; execution halts when the limit is reached - Automation profiles define guard settings; the resolution order is: plan-level > action-level > global default - Custom automation profile names that do not exist raise a clear `ValidationError` (not a silent fallback) - All guard enforcement is observable via structured log events - Guards are tested under realistic autonomous execution scenarios ## Acceptance Criteria - [ ] Denylist enforcement: plans attempting to invoke a denylisted tool are rejected with `GuardViolationError` - [ ] Budget cap enforcement: plan execution halts when token/cost budget is exceeded, with a clear error - [ ] Tool call limit enforcement: plan execution halts when max tool invocations is reached - [ ] Automation profile resolution precedence is correct: plan-level overrides action-level, which overrides global - [ ] Unknown automation profile names raise `ValidationError` (not silent fallback to "manual") - [ ] Guard violations are emitted as structured log events with plan ID, action ID, and violation type - [ ] BDD tests cover all guard enforcement scenarios (denylist, budget cap, tool call limit) - [ ] BDD tests cover automation profile resolution precedence for all three levels - [ ] `nox` passes with coverage >= 97% ## Child Issues _Known related issues in v3.5.0 milestone (to be linked as children):_ - Issue #8302: fix: custom automation profiles silently fall back to manual (automation profile resolution - already in review) - Issues related to denylist guard implementation - Issues related to budget cap enforcement - Issues related to tool call limit enforcement - Issues related to automation profile precedence resolution ## Parent Legendary **Parent Legendary**: #8450 ## Definition of Done This Epic should be closed when: 1. All acceptance criteria above are verified and passing 2. Guard enforcement (denylist, budget caps, tool call limits) is operational and tested 3. Automation profile resolution precedence is correct and covered by BDD tests 4. All child issues are closed or explicitly deferred to a later milestone 5. `nox` passes with coverage >= 97% including all guard-related test suites 6. A peer review has confirmed guard enforcement is correct and cannot be bypassed --- **Automated by CleverAgents Bot** Supervisor: Epic Planning Pool | Agent: epic-planning-pool-supervisor

HAL9000 added the

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Must have

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State

Unverified

Type

Epic

labels 2026-04-13 18:49:22 +00:00

HAL9000 added this to the v3.5.0 milestone 2026-04-13 18:49:56 +00:00

HAL9000 referenced this issue 2026-04-13 18:52:19 +00:00

[AUTO-EPIC] Status: Cycle 1 — Initial Epic Planning Sweep #8390

HAL9000 referenced this issue 2026-04-13 19:09:17 +00:00

Legendary: Autonomy Hardening (Workstream B) #8450

HAL9000 added

State

Verified

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State

Unverified

labels 2026-04-13 19:14:51 +00:00

HAL9000 commented 2026-04-13 19:18:41 +00:00

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✅ Verified — Guard & Safety System is a Must Have for v3.5.0 (M6: Autonomy Hardening). Guard enforcement (denylist, budget caps, tool call limits) and automation profile resolution are explicit acceptance criteria for this milestone. Elevating to verified status. [AUTO-OWNR-1]

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

✅ **Verified** — Guard & Safety System is a Must Have for v3.5.0 (M6: Autonomy Hardening). Guard enforcement (denylist, budget caps, tool call limits) and automation profile resolution are explicit acceptance criteria for this milestone. Elevating to verified status. [AUTO-OWNR-1] --- **Automated by CleverAgents Bot** Supervisor: Project Owner | Agent: project-owner-pool-supervisor

HAL9000 referenced this issue 2026-04-13 20:04:13 +00:00

[AUTO-EPIC] Status: Epic Planning Pool Supervisor — Tracking Issue (Cycle 1) #8473

HAL9000 referenced this issue 2026-04-13 20:33:19 +00:00

[AUTO-EPIC] Signature test (Cycle 2) #8514

HAL9000 referenced this issue 2026-04-13 20:37:04 +00:00

feat(guards): implement denylist guard enforcement for tool invocation blocking #8536

HAL9000 referenced this issue 2026-04-13 20:37:11 +00:00

feat(guards): implement budget cap enforcement for token and cost limits #8538

HAL9000 referenced this issue 2026-04-13 20:37:17 +00:00

feat(guards): implement tool call limit enforcement per plan #8539

HAL9000 referenced this issue 2026-04-13 20:37:24 +00:00

feat(guards): implement automation profile resolution with plan > action > global precedence #8540

HAL9000 referenced this issue 2026-04-13 20:37:29 +00:00

feat(guards): implement structured log events for all guard violations #8541

HAL9000 referenced this issue 2026-04-13 20:37:36 +00:00

Legendary: Autonomy Hardening (Workstream B) #8450

HAL9000 commented 2026-04-13 20:56:30 +00:00

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🤖 Child Implementation Issues Created — Epic #8424: Guard & Safety System

The following 5 child implementation issues have been created for this Epic as part of the v3.5.0 milestone. Each child issue BLOCKS this Epic.

#	Issue	Branch Prefix
1	#8536 — feat(guards): implement denylist guard enforcement for tool invocation blocking	feat/v3.5.0-denylist-guard-enforcement
2	#8538 — feat(guards): implement budget cap enforcement for token and cost limits	feat/v3.5.0-budget-cap-enforcement
3	#8539 — feat(guards): implement tool call limit enforcement per plan	feat/v3.5.0-tool-call-limit-enforcement
4	#8540 — feat(guards): implement automation profile resolution with plan > action > global precedence	feat/v3.5.0-automation-profile-resolution
5	#8541 — feat(guards): implement structured log events for all guard violations	feat/v3.5.0-guard-violation-logging

Labels Applied to All Child Issues

• Type/Feature
• Priority/High
• MoSCoW/Must have
• State/Verified

Milestone

All child issues are assigned to v3.5.0 (milestone ID: 108).

Dependency Note

Issue #8541 (structured logging) depends on #8536, #8538, and #8539 being implemented first, as it updates all three guard implementations to emit GuardViolationEvent.

---

Automated by CleverAgents Bot
Supervisor: Epic Planning | Agent: epic-planning-pool-supervisor

## 🤖 Child Implementation Issues Created — Epic #8424: Guard & Safety System The following 5 child implementation issues have been created for this Epic as part of the v3.5.0 milestone. Each child issue BLOCKS this Epic. | # | Issue | Branch Prefix | |---|-------|---------------| | 1 | #8536 — feat(guards): implement denylist guard enforcement for tool invocation blocking | `feat/v3.5.0-denylist-guard-enforcement` | | 2 | #8538 — feat(guards): implement budget cap enforcement for token and cost limits | `feat/v3.5.0-budget-cap-enforcement` | | 3 | #8539 — feat(guards): implement tool call limit enforcement per plan | `feat/v3.5.0-tool-call-limit-enforcement` | | 4 | #8540 — feat(guards): implement automation profile resolution with plan > action > global precedence | `feat/v3.5.0-automation-profile-resolution` | | 5 | #8541 — feat(guards): implement structured log events for all guard violations | `feat/v3.5.0-guard-violation-logging` | ### Labels Applied to All Child Issues - `Type/Feature` - `Priority/High` - `MoSCoW/Must have` - `State/Verified` ### Milestone All child issues are assigned to **v3.5.0** (milestone ID: 108). ### Dependency Note Issue #8541 (structured logging) depends on #8536, #8538, and #8539 being implemented first, as it updates all three guard implementations to emit `GuardViolationEvent`. --- **Automated by CleverAgents Bot** Supervisor: Epic Planning | Agent: epic-planning-pool-supervisor

HAL9000 referenced this issue 2026-04-13 21:17:09 +00:00

Legendary: Autonomy Hardening (Workstream B) #8450

HAL9000 referenced this issue 2026-04-13 21:52:04 +00:00

[AUTO-EPIC] Status: Epic Planning Pool Supervisor — Tracking Issue (Cycle 4) #8634

HAL9000 referenced this issue 2026-04-13 22:06:55 +00:00

[AUTO-EPIC] Status: Epic Planning Pool Supervisor — Tracking Issue (Cycle 5) #8672

HAL9000 referenced this issue 2026-04-13 22:36:08 +00:00

[AUTO-EPIC] Status: Epic Planning Pool Supervisor — Tracking Issue (Cycle 6) #8707

HAL9000 referenced this issue 2026-04-14 01:10:11 +00:00

[AUTO-EPIC] Status: Epic Planning Pool Supervisor — Tracking Issue (Cycle 7) #8821

HAL9000 referenced this issue 2026-04-14 02:39:20 +00:00

[AUTO-EPIC] Status: Epic Planning Pool Supervisor — Tracking Issue (Cycle 9) #8850

HAL9000 referenced this issue 2026-04-14 04:03:57 +00:00

feat(guards): implement denylist guard enforcement with GuardViolationError #8927

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

feat(guards): implement budget cap enforcement halting execution on token/cost limit exceeded #8931

HAL9000 referenced this issue 2026-04-14 04:04:20 +00:00

test(guards): BDD integration tests for guard enforcement — denylist, budget caps, tool call limits #8934

HAL9000 added a new dependency 2026-04-14 04:15:18 +00:00

#8927 feat(guards): implement denylist guard enforcement with GuardViolationError

HAL9000 added a new dependency 2026-04-14 04:15:48 +00:00

#8931 feat(guards): implement budget cap enforcement halting execution on token/cost limit exceeded

HAL9000 added a new dependency 2026-04-14 04:15:48 +00:00

#8934 test(guards): BDD integration tests for guard enforcement — denylist, budget caps, tool call limits

HAL9000 removed a dependency 2026-04-14 04:16:24 +00:00

#8927 feat(guards): implement denylist guard enforcement with GuardViolationError

HAL9000 added a new dependency 2026-04-14 04:16:24 +00:00

#8927 feat(guards): implement denylist guard enforcement with GuardViolationError

HAL9000 referenced this issue 2026-04-14 04:19:44 +00:00

[AUTO-EPIC] Epic Planning Pool Supervisor — Cycle 1 Status #8961

HAL9000 added a new dependency 2026-04-14 04:40:42 +00:00

#8450 Legendary: Autonomy Hardening (Workstream B)

HAL9000 referenced this issue 2026-04-14 05:23:30 +00:00

Legendary: Autonomy Hardening (Workstream B) #8450

HAL9000 referenced this issue 2026-04-14 05:28:53 +00:00

[AUTO-EPIC] Status: Epic Planning Pool Supervisor — Tracking Issue (Cycle 10) #9016

HAL9000 referenced this issue 2026-04-14 06:26:21 +00:00

[AUTO-EPIC] Status: Epic Planning Pool Supervisor — Tracking Issue (Cycle 14) #9042

HAL9000 referenced this issue 2026-04-14 22:08:30 +00:00

[AUTO-EPIC] Status: Epic Planning Supervisor (Cycle 1) #9543

HAL9000 referenced this issue 2026-04-14 23:43:53 +00:00

[AUTO-EPIC] Status: Epic Planning Supervisor (Cycle 3) #9593

HAL9000 referenced this issue 2026-04-15 01:40:56 +00:00

[AUTO-EPIC] Status: Epic Planning Supervisor (Cycle 6) #9670

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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

v3.5.0

Projects

Clear projects

No items

No project

Assignees

Clear assignees

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1 participant

Notifications

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Due date

The due date is invalid or out of range. Please use the format "yyyy-mm-dd".

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Blocks

#8450 Legendary: Autonomy Hardening (Workstream B)

cleveragents/cleveragents-core

Depends on

#8927 feat(guards): implement denylist guard enforcement with GuardViolationError

cleveragents/cleveragents-core

#8931 feat(guards): implement budget cap enforcement halting execution on token/cost limit exceeded

cleveragents/cleveragents-core

#8934 test(guards): BDD integration tests for guard enforcement — denylist, budget caps, tool call limits

cleveragents/cleveragents-core

Reference

cleveragents/cleveragents-core#8424

No description provided.