feat(plan): enforce invariants during Strategize phase via Invariant Reconciliation Actor #843

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opened 2026-03-13 21:51:35 +00:00 by freemo · 3 comments

freemo commented 2026-03-13 21:51:35 +00:00

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Background and Context

M3 (v3.2.0) acceptance criteria state: "Invariants are enforced during strategize." Per the specification (approx. lines 19554–19610), the Invariant Reconciliation Actor must compute effective invariants and record invariant_enforced decisions in the plan's decision tree during the Strategize phase.

Currently, plan_lifecycle_service.py:668-701 merges invariant text during plan creation, but does not invoke the Invariant Reconciliation Actor or produce invariant_enforced decisions in the decision tree during the Strategize phase.

Issue #829 (feat(plan): wire Invariant Reconciliation Actor auto-invocation during lifecycle transitions) exists but is assigned to v3.5.0, not v3.2.0. This issue tracks the v3.2.0 acceptance criterion specifically.

Current Behavior

Invariants can be created (invariant add) and listed (invariant list), but they are not evaluated or enforced when agents plan strategize runs. The Strategize phase proceeds without checking whether invariants are satisfied.

Expected Behavior

1. When a plan enters the Strategize phase, the Invariant Reconciliation Actor is invoked automatically
2. Each active invariant is evaluated against the current plan context
3. invariant_enforced decisions are recorded in the decision tree for each invariant
4. Violated invariants produce a strategy revision or user prompt (per spec)
5. The plan's decision tree reflects invariant enforcement as first-class decisions

Acceptance Criteria

• Invariant Reconciliation Actor is invoked at the start of the Strategize phase
• Each invariant produces an invariant_enforced decision in the decision tree
• Violated invariants trigger the appropriate response (revision or prompt)
• agents plan tree shows invariant enforcement decisions
• Tests (Behave): Add scenarios for invariant enforcement during strategize
• Tests (Robot): Add integration test for invariant lifecycle
• Verify coverage >=97% via nox -s coverage_report

Metadata

• Type: Feature
• Priority: High
• MoSCoW: Must have
• Points: 5
• Milestone: v3.2.0
• Commit Message: feat(plan): enforce invariants during Strategize phase via Invariant Reconciliation Actor
• Branch: feature/m3-invariant-enforcement-strategize

Relates to

• #829 (v3.5.0 — lifecycle transition wiring, broader scope)
• M3 acceptance criterion: "Invariants are enforced during strategize"

## Background and Context M3 (v3.2.0) acceptance criteria state: *"Invariants are enforced during strategize."* Per the specification (approx. lines 19554–19610), the Invariant Reconciliation Actor must compute effective invariants and record `invariant_enforced` decisions in the plan's decision tree during the Strategize phase. Currently, `plan_lifecycle_service.py:668-701` merges invariant text during plan creation, but does **not** invoke the Invariant Reconciliation Actor or produce `invariant_enforced` decisions in the decision tree during the Strategize phase. Issue #829 (`feat(plan): wire Invariant Reconciliation Actor auto-invocation during lifecycle transitions`) exists but is assigned to **v3.5.0**, not v3.2.0. This issue tracks the v3.2.0 acceptance criterion specifically. ## Current Behavior Invariants can be created (`invariant add`) and listed (`invariant list`), but they are not evaluated or enforced when `agents plan strategize` runs. The Strategize phase proceeds without checking whether invariants are satisfied. ## Expected Behavior 1. When a plan enters the Strategize phase, the Invariant Reconciliation Actor is invoked automatically 2. Each active invariant is evaluated against the current plan context 3. `invariant_enforced` decisions are recorded in the decision tree for each invariant 4. Violated invariants produce a strategy revision or user prompt (per spec) 5. The plan's decision tree reflects invariant enforcement as first-class decisions ## Acceptance Criteria - [x] Invariant Reconciliation Actor is invoked at the start of the Strategize phase - [x] Each invariant produces an `invariant_enforced` decision in the decision tree - [x] Violated invariants trigger the appropriate response (revision or prompt) - [x] `agents plan tree` shows invariant enforcement decisions - [x] Tests (Behave): Add scenarios for invariant enforcement during strategize - [x] Tests (Robot): Add integration test for invariant lifecycle - [x] Verify coverage >=97% via `nox -s coverage_report` ## Metadata - **Type**: Feature - **Priority**: High - **MoSCoW**: Must have - **Points**: 5 - **Milestone**: v3.2.0 - **Commit Message**: `feat(plan): enforce invariants during Strategize phase via Invariant Reconciliation Actor` - **Branch**: `feature/m3-invariant-enforcement-strategize` ## Relates to - #829 (v3.5.0 — lifecycle transition wiring, broader scope) - M3 acceptance criterion: "Invariants are enforced during strategize"

freemo added the

MoSCoW

Must have

Points

5

Priority

High

State

Verified

Type

Feature

labels 2026-03-13 21:51:57 +00:00

freemo added this to the v3.2.0 milestone 2026-03-13 21:51:59 +00:00

CoreRasurae was assigned by freemo 2026-03-14 04:26:52 +00:00

brent.edwards commented 2026-03-24 23:39:46 +00:00

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Implementation Notes

Design Decisions

1. Optional dependency pattern: The InvariantService is wired as an optional parameter (invariant_service: InvariantService | None = None) to PlanLifecycleService.__init__(), consistent with the existing pattern for DecisionService, EventBus, ErrorPatternService, etc. When not provided, invariant enforcement is silently skipped.

2. Enforcement point: Invariant enforcement happens inside start_strategize(), after pre-flight guardrail checks and the initial strategy_choice decision recording, but before returning the plan. This matches the spec (§19554-19610) which states invariants are reconciled "at the start of Strategize."

3. Plan-level invariant registration: When _enforce_invariants() runs, it first registers any PlanInvariant objects from the plan model into the InvariantService as PLAN-scoped invariants. This bridges the gap between invariants carried forward from actions (stored on the Plan model) and the InvariantService's in-memory store.

4. Failure resilience: Consistent with all other optional service invocations in the lifecycle service, _enforce_invariants() wraps the entire operation in a try/except, logging warnings but never blocking the strategize transition.

5. DI container wiring: InvariantService is registered as a providers.Singleton in the DI container and injected into PlanLifecycleService. Singleton is appropriate because InvariantService uses in-memory state that should be shared across callers within a process.

Key Code Locations

• cleveragents.application.services.plan_lifecycle_service.PlanLifecycleService._enforce_invariants() — new method (commit @HEAD)
• cleveragents.application.services.plan_lifecycle_service.PlanLifecycleService.start_strategize() — calls _enforce_invariants() (commit @HEAD)
• cleveragents.application.services.plan_lifecycle_service.PlanLifecycleService.__init__() — new invariant_service parameter (commit @HEAD)
• cleveragents.application.container.ApplicationContainer — new invariant_service singleton and wiring to plan_lifecycle_service (commit @HEAD)
• cleveragents.actor.reconciliation.InvariantReconciliationActor — existing actor, now invoked during strategize (commit @HEAD)

Test Coverage

• Behave BDD: 6 new scenarios in features/invariant_enforcement_strategize.feature covering:

  • Basic enforcement with action + global invariants
  • Zero-invariant case
  • Missing InvariantService (graceful degradation)
  • Multi-scope reconciliation (global + project + action)
  • Duplicate de-duplication
  • Failure resilience

• Robot Framework: 4 new integration tests in robot/invariant_enforcement_strategize.robot covering:

  • Full enforcement pipeline
  • No-invariant-service case
  • Multi-scope enforcement
  • Failure resilience

Quality Gate Results

• lint: ✅ All checks passed
• typecheck: ✅ 0 errors, 0 warnings
• unit_tests: ✅ 470 features, 12375 scenarios, 47330 steps
• coverage_report: ✅ 98% (threshold: 97%)
• integration_tests: 1720/1723 passed (3 pre-existing failures unrelated to this change)
• e2e_tests: 36/37 passed (1 pre-existing M6 failure unrelated to this change)

## Implementation Notes ### Design Decisions 1. **Optional dependency pattern**: The `InvariantService` is wired as an optional parameter (`invariant_service: InvariantService | None = None`) to `PlanLifecycleService.__init__()`, consistent with the existing pattern for `DecisionService`, `EventBus`, `ErrorPatternService`, etc. When not provided, invariant enforcement is silently skipped. 2. **Enforcement point**: Invariant enforcement happens inside `start_strategize()`, after pre-flight guardrail checks and the initial `strategy_choice` decision recording, but before returning the plan. This matches the spec (§19554-19610) which states invariants are reconciled "at the start of Strategize." 3. **Plan-level invariant registration**: When `_enforce_invariants()` runs, it first registers any `PlanInvariant` objects from the plan model into the `InvariantService` as PLAN-scoped invariants. This bridges the gap between invariants carried forward from actions (stored on the Plan model) and the InvariantService's in-memory store. 4. **Failure resilience**: Consistent with all other optional service invocations in the lifecycle service, `_enforce_invariants()` wraps the entire operation in a try/except, logging warnings but never blocking the strategize transition. 5. **DI container wiring**: `InvariantService` is registered as a `providers.Singleton` in the DI container and injected into `PlanLifecycleService`. Singleton is appropriate because InvariantService uses in-memory state that should be shared across callers within a process. ### Key Code Locations - `cleveragents.application.services.plan_lifecycle_service.PlanLifecycleService._enforce_invariants()` — new method (commit @HEAD) - `cleveragents.application.services.plan_lifecycle_service.PlanLifecycleService.start_strategize()` — calls `_enforce_invariants()` (commit @HEAD) - `cleveragents.application.services.plan_lifecycle_service.PlanLifecycleService.__init__()` — new `invariant_service` parameter (commit @HEAD) - `cleveragents.application.container.ApplicationContainer` — new `invariant_service` singleton and wiring to `plan_lifecycle_service` (commit @HEAD) - `cleveragents.actor.reconciliation.InvariantReconciliationActor` — existing actor, now invoked during strategize (commit @HEAD) ### Test Coverage - **Behave BDD**: 6 new scenarios in `features/invariant_enforcement_strategize.feature` covering: - Basic enforcement with action + global invariants - Zero-invariant case - Missing InvariantService (graceful degradation) - Multi-scope reconciliation (global + project + action) - Duplicate de-duplication - Failure resilience - **Robot Framework**: 4 new integration tests in `robot/invariant_enforcement_strategize.robot` covering: - Full enforcement pipeline - No-invariant-service case - Multi-scope enforcement - Failure resilience ### Quality Gate Results - **lint**: ✅ All checks passed - **typecheck**: ✅ 0 errors, 0 warnings - **unit_tests**: ✅ 470 features, 12375 scenarios, 47330 steps - **coverage_report**: ✅ 98% (threshold: 97%) - **integration_tests**: 1720/1723 passed (3 pre-existing failures unrelated to this change) - **e2e_tests**: 36/37 passed (1 pre-existing M6 failure unrelated to this change)

brent.edwards referenced this issue from a commit 2026-03-24 23:40:35 +00:00

feat(plan): enforce invariants during Strategize phase via Invariant Reconciliation Actor

brent.edwards referenced this issue 2026-03-24 23:40:51 +00:00

feat(plan): enforce invariants during Strategize phase via Invariant Reconciliation Actor #1154

brent.edwards added

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labels 2026-03-24 23:41:07 +00:00

brent.edwards commented 2026-03-24 23:42:10 +00:00

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Label cleanup needed: The State/Verified and Type/Bug labels should be removed. State/In Review was added correctly. The Type/Bug label (ID 849) was accidentally added while searching for state label IDs — the MCP tooling doesn't support label removal. The correct type is Type/Feature (already present).

**Label cleanup needed:** The `State/Verified` and `Type/Bug` labels should be removed. `State/In Review` was added correctly. The `Type/Bug` label (ID 849) was accidentally added while searching for state label IDs — the MCP tooling doesn't support label removal. The correct type is `Type/Feature` (already present).

freemo added

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labels 2026-03-28 23:23:37 +00:00

freemo commented 2026-03-28 23:23:41 +00:00

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Day 48 Planning — Reclassification: Type/Bug → Type/Feature

This issue was labeled Type/Bug but is clearly a feature request:

• Title: feat(plan): enforce invariants during Strategize phase
• Body Metadata explicitly says Type: Feature
• The issue describes implementing new functionality (invariant enforcement during Strategize), not fixing broken existing functionality

Since this is a feature (not a bug), it does not require a TDD counterpart per the Bug Fix Workflow. The TDD workflow applies only to Type/Bug issues. Label updated to Type/Feature.

The issue is currently State/In Review with all acceptance criteria checked. PR #1154 (feature/m3-invariant-enforcement-strategize by @brent.edwards) appears to be the implementing PR.

**Day 48 Planning — Reclassification: Type/Bug → Type/Feature** This issue was labeled `Type/Bug` but is clearly a feature request: - Title: `feat(plan): enforce invariants during Strategize phase` - Body Metadata explicitly says `Type: Feature` - The issue describes implementing new functionality (invariant enforcement during Strategize), not fixing broken existing functionality Since this is a feature (not a bug), it does **not** require a TDD counterpart per the Bug Fix Workflow. The TDD workflow applies only to `Type/Bug` issues. Label updated to `Type/Feature`. The issue is currently `State/In Review` with all acceptance criteria checked. PR #1154 (`feature/m3-invariant-enforcement-strategize` by @brent.edwards) appears to be the implementing PR.

freemo referenced this issue 2026-03-28 23:26:49 +00:00

feat(plan): enforce invariants during Strategize phase via Invariant Reconciliation Actor #1154

CoreRasurae was unassigned by freemo 2026-04-02 06:13:49 +00:00

freemo self-assigned this 2026-04-02 06:13:49 +00:00

freemo referenced this issue 2026-04-02 17:30:25 +00:00

feat(plan): enforce invariants during Strategize phase via Invariant Reconciliation Actor #1154

freemo referenced this issue 2026-04-02 23:58:36 +00:00

UAT: NamespacedProjectModel.to_domain() silently drops invariants_json and invariant_actor columns — project invariants lost on read #1844

freemo removed the

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labels 2026-04-03 00:30:31 +00:00

HAL9000 referenced this issue 2026-04-10 00:12:19 +00:00

UAT: session tell output is a simple echo instead of spec-required Plan Request/Commands Executed/Result/Usage panels #6452

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labels 2026-04-13 01:55:57 +00:00

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tdd/prompt-input-textarea

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temp-squash

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build/agents-system-rewrite

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feature/issue-10846-optimize-benchmark-regression-test-suite

feature/issue-10826-docs-spec-align-checkpoint-trigger-names-and-config-key-path-with-implementation

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fix/tui-preset-cycling

pr-10820

feature/696-implement-a2a-http-transport-for-server-mode

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feature/issue-1486-fix-v3-7-0-resourcehandler-return-type-1444

feature/issue-1488-fix-v3-7-0-resolve-issue-1432

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feat/v3.6.0/cost-tracker

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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

v3.2.0

Projects

Clear projects

No items

No project

Assignees

Clear assignees

No assignees

freemo

2 participants

Notifications

Subscribe

Due date

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

No due date set.

Dependencies

No dependencies set.

Reference

cleveragents/cleveragents-core#843

No description provided.