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feat(autonomy): guard enforcement works (denylist, budget caps, tool call limits) #853

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opened 2026-03-13 22:00:29 +00:00 by freemo · 2 comments
freemo commented 2026-03-13 22:00:29 +00:00
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Metadata

  • Commit Message: feat(autonomy): guard enforcement works (denylist, budget caps, tool call limits)
  • Branch: feature/m6-guard-enforcement

Background

M6 (v3.5.0) acceptance criterion: autonomy guardrails must enforce safety constraints during autonomous execution. Per the testing spec (docs/development/testing.md), guards include: denylist/allowlist enforcement, cost budget caps, tool call limits, and write/apply approval gates.

Per the E2E suite (m6_e2e_verification.robot line 92), the test verifies SubplanFailureHandler behavior including fail_fast, sequential stop, retriable/non-retriable error handling, and max retry limits.

Expected Behavior

  1. Denylist enforcement prevents execution of denied operations
  2. Cost budget caps halt execution when budget is exceeded
  3. Tool call limits prevent runaway tool usage
  4. Write/apply approval gates require explicit approval before destructive operations
  5. Guard violations produce clear error messages with remediation guidance

Acceptance Criteria

  • Denylist enforcement blocks denied operations
  • Allowlist enforcement restricts to permitted operations only
  • Cost budget caps halt execution at threshold
  • Tool call limits enforced per-plan and per-subplan
  • Write/apply approval gates functional
  • Robot E2E test Subplan Failure Handler Retry And Stop Logic passes
  • Unit tests cover: each guard type individually, combined guards, edge cases

Supporting Information

  • E2E test: robot/m6_e2e_verification.robot line 92
  • Testing spec: docs/development/testing.md — Autonomy Guardrails section
  • Related: automation profiles (sibling issue)

Subtasks

  • Implement denylist/allowlist guard enforcement
  • Implement cost budget cap enforcement
  • Implement tool call limit enforcement
  • Implement write/apply approval gates
  • Add guard violation error messages
  • Tests (Behave): Add scenarios for each guard type
  • Tests (Robot): Verify E2E acceptance test passes
  • Verify coverage >=97% via nox -s coverage_report
  • Run nox (all default sessions), fix any errors

Definition of Done

This issue is complete when:

  • All subtasks above are completed and checked off.
  • A Git commit is created where the first line of the commit message matches the Commit Message in Metadata exactly, followed by a blank line, then additional lines providing relevant details about the implementation.
  • The commit is pushed to the remote on the branch matching the Branch in Metadata exactly.
  • The commit is submitted as a pull request to master, reviewed, and merged before this issue is marked done.
## Metadata - **Commit Message**: `feat(autonomy): guard enforcement works (denylist, budget caps, tool call limits)` - **Branch**: `feature/m6-guard-enforcement` ## Background M6 (v3.5.0) acceptance criterion: autonomy guardrails must enforce safety constraints during autonomous execution. Per the testing spec (`docs/development/testing.md`), guards include: denylist/allowlist enforcement, cost budget caps, tool call limits, and write/apply approval gates. Per the E2E suite (`m6_e2e_verification.robot` line 92), the test verifies SubplanFailureHandler behavior including fail_fast, sequential stop, retriable/non-retriable error handling, and max retry limits. ## Expected Behavior 1. Denylist enforcement prevents execution of denied operations 2. Cost budget caps halt execution when budget is exceeded 3. Tool call limits prevent runaway tool usage 4. Write/apply approval gates require explicit approval before destructive operations 5. Guard violations produce clear error messages with remediation guidance ## Acceptance Criteria - [x] Denylist enforcement blocks denied operations - [x] Allowlist enforcement restricts to permitted operations only - [x] Cost budget caps halt execution at threshold - [x] Tool call limits enforced per-plan and per-subplan - [x] Write/apply approval gates functional - [x] Robot E2E test `Subplan Failure Handler Retry And Stop Logic` passes - [x] Unit tests cover: each guard type individually, combined guards, edge cases ## Supporting Information - E2E test: `robot/m6_e2e_verification.robot` line 92 - Testing spec: `docs/development/testing.md` — Autonomy Guardrails section - Related: automation profiles (sibling issue) ## Subtasks - [x] Implement denylist/allowlist guard enforcement - [x] Implement cost budget cap enforcement - [x] Implement tool call limit enforcement - [x] Implement write/apply approval gates - [x] Add guard violation error messages - [x] Tests (Behave): Add scenarios for each guard type - [x] Tests (Robot): Verify E2E acceptance test passes - [x] Verify coverage >=97% via `nox -s coverage_report` - [x] Run `nox` (all default sessions), fix any errors ## Definition of Done This issue is complete when: - All subtasks above are completed and checked off. - A Git commit is created where the **first line** of the commit message matches the Commit Message in Metadata exactly, followed by a blank line, then additional lines providing relevant details about the implementation. - The commit is pushed to the remote on the branch matching the **Branch** in Metadata exactly. - The commit is submitted as a **pull request** to `master`, reviewed, and **merged** before this issue is marked done.
freemo added this to the v3.5.0 milestone 2026-03-13 22:00:58 +00:00
brent.edwards commented 2026-03-29 20:29:58 +00:00
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Implementation journal update for #853

Completed scope:

  • Implemented guard enforcement behavior and messaging for denylist/allowlist, budget caps, tool-call limits, and write/apply approval gates in AutomationProfile.check_guard.
  • Added plan/subplan scope support for guard checks and propagated scope through AutomationProfileService.check_guard context handling.
  • Added Behave coverage for remediation messaging and subplan-specific tool-call scope behavior in:
    • features/consolidated_automation_profile.feature
    • features/steps/automation_profiles_guards_steps.py

Key design decisions:

  • check_guard(..., scope=...) now validates scope (plan or subplan) and includes scope in denial reasons to make operator diagnostics explicit.
  • Guard denial reasons include direct remediation guidance (e.g., adjust profile limits/allowlist/denylist or request approval), matching M6 acceptance language.
  • Tool-call cap message now reports observed count vs configured limit and clarifies whether cap was at plan or subplan scope.

Additional stabilization work completed during full-suite validation:

  • Addressed failing integration case in robot/resource_dag.robot (cycle-detection path) by using stable in-memory SQLite engine configuration (StaticPool + shared in-memory connection semantics) and explicit two-type A<->B cycle setup for deterministic cycle validation.
  • This was required to keep full nox green and was completed in the same branch per project quality rules.

Quality gate evidence:

  • Full nox run completed successfully after changes.
  • Session results: lint, format, typecheck, security_scan, dead_code, unit_tests, integration_tests, docs, build, benchmark, coverage_report = SUCCESS.
  • Coverage summary reported 97% (meets >=97 requirement).

Environment note:

  • Verified and ran nox with PYTHONPATH unset (PYTHONPATH=) to avoid importing /app/src and ensure tests execute against /tmp/cleveragents-853/src branch code.
Implementation journal update for #853 Completed scope: - Implemented guard enforcement behavior and messaging for denylist/allowlist, budget caps, tool-call limits, and write/apply approval gates in `AutomationProfile.check_guard`. - Added plan/subplan scope support for guard checks and propagated scope through `AutomationProfileService.check_guard` context handling. - Added Behave coverage for remediation messaging and subplan-specific tool-call scope behavior in: - `features/consolidated_automation_profile.feature` - `features/steps/automation_profiles_guards_steps.py` Key design decisions: - `check_guard(..., scope=...)` now validates scope (`plan` or `subplan`) and includes scope in denial reasons to make operator diagnostics explicit. - Guard denial reasons include direct remediation guidance (e.g., adjust profile limits/allowlist/denylist or request approval), matching M6 acceptance language. - Tool-call cap message now reports observed count vs configured limit and clarifies whether cap was at plan or subplan scope. Additional stabilization work completed during full-suite validation: - Addressed failing integration case in `robot/resource_dag.robot` (cycle-detection path) by using stable in-memory SQLite engine configuration (`StaticPool` + shared in-memory connection semantics) and explicit two-type A<->B cycle setup for deterministic cycle validation. - This was required to keep full nox green and was completed in the same branch per project quality rules. Quality gate evidence: - Full `nox` run completed successfully after changes. - Session results: lint, format, typecheck, security_scan, dead_code, unit_tests, integration_tests, docs, build, benchmark, coverage_report = SUCCESS. - Coverage summary reported 97% (meets >=97 requirement). Environment note: - Verified and ran nox with `PYTHONPATH` unset (`PYTHONPATH=`) to avoid importing `/app/src` and ensure tests execute against `/tmp/cleveragents-853/src` branch code.
brent.edwards commented 2026-03-31 03:55:00 +00:00
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Implementation Notes — Review Fix Round (PR #1204, review #2910)

Addressed all four review comments from @freemo. Summary of changes:

1. Reverted resource_dag.robot (BLOCKING)

Restored robot/resource_dag.robot to its master state. The StaticPool migration and cycle-detection type refactoring were unrelated to guard enforcement and violated the Atomic Commits policy. The Robot fix should be submitted as a separate PR/issue.

2. Created GuardScope(StrEnum) (BLOCKING)

  • Added GuardScope enum to cleveragents.domain.models.core.automation_guard with members PLAN = "plan" and SUBPLAN = "subplan".
  • Updated AutomationProfile.check_guard() signature: scope parameter now typed as GuardScope with default GuardScope.PLAN.
  • Updated AutomationProfileService.evaluate_guard() to pass GuardScope.PLAN as default.
  • Updated Behave step step_check_guard_calls_with_scope in features/steps/automation_profiles_guards_steps.py to construct GuardScope(scope) from the string parameter.
  • Added GuardScope to __init__.py re-exports and __all__.
  • Used StrEnum (not str, Enum) to comply with ruff UP042 lint rule.

3. Removed redundant scope_label (MINOR)

Removed the intermediate scope_label variable. Now uses scope.value directly in all remediation messages, which is always either "plan" or "subplan".

4. Extracted remediation constants (MINOR)

Created six module-level constants in automation_guard.py:

  • REMEDIATION_DENYLIST, REMEDIATION_ALLOWLIST, REMEDIATION_TOOL_CALL_LIMIT
  • REMEDIATION_BUDGET, REMEDIATION_WRITE_APPROVAL, REMEDIATION_APPLY_APPROVAL

Each guard denial message now composes a dynamic prefix with the constant suffix, improving consistency and testability.

Quality Gates

  • nox -s lint — ✅ passed
  • nox -s typecheck — ✅ 0 errors, 0 warnings
  • nox -s unit_tests — ✅ 508 features, 12989 scenarios, 0 failures
  • nox -s coverage_report — ✅ 97% (79992 stmts, 2436 missed)
  • Rebased onto latest master (532ea100)
## Implementation Notes — Review Fix Round (PR #1204, review #2910) Addressed all four review comments from @freemo. Summary of changes: ### 1. Reverted `resource_dag.robot` (BLOCKING) Restored `robot/resource_dag.robot` to its master state. The StaticPool migration and cycle-detection type refactoring were unrelated to guard enforcement and violated the Atomic Commits policy. The Robot fix should be submitted as a separate PR/issue. ### 2. Created `GuardScope(StrEnum)` (BLOCKING) - Added `GuardScope` enum to `cleveragents.domain.models.core.automation_guard` with members `PLAN = "plan"` and `SUBPLAN = "subplan"`. - Updated `AutomationProfile.check_guard()` signature: `scope` parameter now typed as `GuardScope` with default `GuardScope.PLAN`. - Updated `AutomationProfileService.evaluate_guard()` to pass `GuardScope.PLAN` as default. - Updated Behave step `step_check_guard_calls_with_scope` in `features/steps/automation_profiles_guards_steps.py` to construct `GuardScope(scope)` from the string parameter. - Added `GuardScope` to `__init__.py` re-exports and `__all__`. - Used `StrEnum` (not `str, Enum`) to comply with ruff UP042 lint rule. ### 3. Removed redundant `scope_label` (MINOR) Removed the intermediate `scope_label` variable. Now uses `scope.value` directly in all remediation messages, which is always either `"plan"` or `"subplan"`. ### 4. Extracted remediation constants (MINOR) Created six module-level constants in `automation_guard.py`: - `REMEDIATION_DENYLIST`, `REMEDIATION_ALLOWLIST`, `REMEDIATION_TOOL_CALL_LIMIT` - `REMEDIATION_BUDGET`, `REMEDIATION_WRITE_APPROVAL`, `REMEDIATION_APPLY_APPROVAL` Each guard denial message now composes a dynamic prefix with the constant suffix, improving consistency and testability. ### Quality Gates - `nox -s lint` — ✅ passed - `nox -s typecheck` — ✅ 0 errors, 0 warnings - `nox -s unit_tests` — ✅ 508 features, 12989 scenarios, 0 failures - `nox -s coverage_report` — ✅ 97% (79992 stmts, 2436 missed) - Rebased onto latest `master` (532ea100)
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$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
No assignees
brent.edwards
2 participants
Notifications
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#853
No description provided.