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feat(plan): enforce decision type phase-gating at recording time #931

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opened 2026-03-14 00:52:31 +00:00 by freemo · 4 comments

freemo commented

2026-03-14 00:52:31 +00:00

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Commit Message: feat(plan): enforce decision type phase-gating at recording time
Branch: feature/m4-decision-phase-gating

Background and Context

The specification defines that certain decision types are only valid during specific plan phases. For example, strategy_choice and invariant_enforced decisions should only be emitted during the Strategize phase, while tool_invocation and subplan_spawn decisions should only be emitted during the Execute phase. The DecisionType enum in cleveragents.domain.models.core.decision defines all 11 decision types, and the constants STRATEGIZE_DECISION_TYPES and EXECUTE_DECISION_TYPES partition them accordingly — but this phase constraint is never enforced at recording time.

Currently, DecisionService.record_decision() accepts any DecisionType regardless of the current plan phase. This means a tool invocation decision could be recorded during Strategize (violating the spec's read-only constraint on that phase), or a strategy choice could be recorded during Execute without error.

Current Behavior

DecisionService.record_decision() in cleveragents.application.services.decision_service.DecisionService accepts any DecisionType for any plan phase. No validation is performed to check whether the decision type is appropriate for the plan's current phase. The phase-type mapping constants exist but are unused at recording time.

Expected Behavior

When DecisionService.record_decision() is called, it must validate that the provided DecisionType is valid for the plan's current phase. If the decision type is not in the allowed set for the current phase, a DecisionPhaseViolationError (or equivalent) must be raised immediately, preventing the invalid decision from being persisted.

Strategize phase: Only prompt_definition, invariant_enforced, strategy_choice, resource_selection, subplan_spawn, subplan_parallel_spawn decision types are permitted.
Execute phase: Only tool_invocation, implementation_choice, error_recovery, validation_response, user_intervention, subplan_spawn, subplan_parallel_spawn decision types are permitted.
Phase-agnostic types (e.g., user_intervention) that appear in both sets should be accepted in either phase.

Acceptance Criteria

DecisionService.record_decision() validates decision type against the plan's current phase
A DecisionPhaseViolationError (or equivalent domain exception) is raised when a phase-invalid decision type is submitted
The existing STRATEGIZE_DECISION_TYPES and EXECUTE_DECISION_TYPES constants are used as the source of truth for phase-gating
Error messages clearly state which decision type was attempted, in which phase, and what types are allowed
Existing tests continue to pass (no regressions)
New BDD scenarios cover both valid and invalid phase-type combinations

Subtasks

Add DecisionPhaseViolationError to the exception hierarchy in cleveragents.core.exceptions
Add phase-gating validation logic to DecisionService.record_decision()
Wire phase lookup (from plan state) into the decision recording path
Tests (Behave): Add scenarios for valid decision types in Strategize phase
Tests (Behave): Add scenarios for valid decision types in Execute phase
Tests (Behave): Add scenarios for rejected invalid decision types with proper error
Verify coverage >= 97% via nox -s coverage_report
Run nox (all default sessions), fix any errors

Supporting Information

Relevant source: cleveragents.application.services.decision_service.DecisionService.record_decision
Decision type enum: cleveragents.domain.models.core.decision.DecisionType
Phase constants: STRATEGIZE_DECISION_TYPES, EXECUTE_DECISION_TYPES (defined in cleveragents.domain.models.core.decision)
Plan phase enum: cleveragents.domain.models.core.plan.PlanPhase
Specification: docs/specification.md, Core Concepts > Decision section

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(plan): enforce decision type phase-gating at recording time` - **Branch**: `feature/m4-decision-phase-gating` ## Background and Context The specification defines that certain decision types are only valid during specific plan phases. For example, `strategy_choice` and `invariant_enforced` decisions should only be emitted during the Strategize phase, while `tool_invocation` and `subplan_spawn` decisions should only be emitted during the Execute phase. The `DecisionType` enum in `cleveragents.domain.models.core.decision` defines all 11 decision types, and the constants `STRATEGIZE_DECISION_TYPES` and `EXECUTE_DECISION_TYPES` partition them accordingly — but this phase constraint is never enforced at recording time. Currently, `DecisionService.record_decision()` accepts any `DecisionType` regardless of the current plan phase. This means a tool invocation decision could be recorded during Strategize (violating the spec's read-only constraint on that phase), or a strategy choice could be recorded during Execute without error. ## Current Behavior `DecisionService.record_decision()` in `cleveragents.application.services.decision_service.DecisionService` accepts any `DecisionType` for any plan phase. No validation is performed to check whether the decision type is appropriate for the plan's current phase. The phase-type mapping constants exist but are unused at recording time. ## Expected Behavior When `DecisionService.record_decision()` is called, it must validate that the provided `DecisionType` is valid for the plan's current phase. If the decision type is not in the allowed set for the current phase, a `DecisionPhaseViolationError` (or equivalent) must be raised immediately, preventing the invalid decision from being persisted. - Strategize phase: Only `prompt_definition`, `invariant_enforced`, `strategy_choice`, `resource_selection`, `subplan_spawn`, `subplan_parallel_spawn` decision types are permitted. - Execute phase: Only `tool_invocation`, `implementation_choice`, `error_recovery`, `validation_response`, `user_intervention`, `subplan_spawn`, `subplan_parallel_spawn` decision types are permitted. - Phase-agnostic types (e.g., `user_intervention`) that appear in both sets should be accepted in either phase. ## Acceptance Criteria - [x] `DecisionService.record_decision()` validates decision type against the plan's current phase - [x] A `DecisionPhaseViolationError` (or equivalent domain exception) is raised when a phase-invalid decision type is submitted - [x] The existing `STRATEGIZE_DECISION_TYPES` and `EXECUTE_DECISION_TYPES` constants are used as the source of truth for phase-gating - [x] Error messages clearly state which decision type was attempted, in which phase, and what types are allowed - [x] Existing tests continue to pass (no regressions) - [x] New BDD scenarios cover both valid and invalid phase-type combinations ## Subtasks - [x] Add `DecisionPhaseViolationError` to the exception hierarchy in `cleveragents.core.exceptions` - [x] Add phase-gating validation logic to `DecisionService.record_decision()` - [x] Wire phase lookup (from plan state) into the decision recording path - [x] Tests (Behave): Add scenarios for valid decision types in Strategize phase - [x] Tests (Behave): Add scenarios for valid decision types in Execute phase - [x] Tests (Behave): Add scenarios for rejected invalid decision types with proper error - [x] Verify coverage >= 97% via `nox -s coverage_report` - [x] Run `nox` (all default sessions), fix any errors ## Supporting Information - Relevant source: `cleveragents.application.services.decision_service.DecisionService.record_decision` - Decision type enum: `cleveragents.domain.models.core.decision.DecisionType` - Phase constants: `STRATEGIZE_DECISION_TYPES`, `EXECUTE_DECISION_TYPES` (defined in `cleveragents.domain.models.core.decision`) - Plan phase enum: `cleveragents.domain.models.core.plan.PlanPhase` - Specification: `docs/specification.md`, Core Concepts > Decision section ## 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.

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#394 Epic: Decision Framework

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2026-03-16 07:27:29 +00:00

feat(plan): enforce decision type phase-gating at recording time

hurui200320 commented

2026-03-16 08:11:44 +00:00

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Implementation Notes — @hurui200320

Design Decisions

Phase constant updates: The issue specified that RESOURCE_SELECTION belongs in Strategize and USER_INTERVENTION is phase-agnostic. Updated the STRATEGIZE_TYPES and EXECUTE_TYPES constants in cleveragents.domain.models.core.decision to match the specification:
- STRATEGIZE_TYPES now includes: PROMPT_DEFINITION, INVARIANT_ENFORCED, STRATEGY_CHOICE, RESOURCE_SELECTION, SUBPLAN_SPAWN, SUBPLAN_PARALLEL_SPAWN, USER_INTERVENTION (7 types)
- EXECUTE_TYPES now includes: IMPLEMENTATION_CHOICE, TOOL_INVOCATION, ERROR_RECOVERY, VALIDATION_RESPONSE, SUBPLAN_SPAWN, SUBPLAN_PARALLEL_SPAWN, USER_INTERVENTION (7 types)
DecisionPhaseViolationError placement: Added to cleveragents.core.exceptions (extends BusinessRuleViolation) with decision_type, plan_phase, and allowed_types attributes. Placed in the core exception hierarchy rather than locally in the decision service because it's a domain-level constraint violation.
Opt-in validation: The record_decision() method accepts an optional plan_phase parameter. When provided, phase-gating is enforced. When omitted and a UnitOfWork is wired, the service attempts to look up the plan's current phase from the database. When neither is available, validation is skipped. This preserves backward compatibility with all existing callers.
Circular import avoidance: The PHASE_ALLOWED_TYPES mapping (linking PlanPhase to allowed DecisionType sets) is defined in decision_service.py rather than decision.py to avoid importing PlanPhase from plan.py into the decision module (potential circular dependency risk).

Key Code Locations (commit `031339fe`)

cleveragents.core.exceptions.DecisionPhaseViolationError — new exception class
cleveragents.domain.models.core.decision.STRATEGIZE_TYPES — updated to match spec
cleveragents.domain.models.core.decision.EXECUTE_TYPES — updated to match spec
cleveragents.application.services.decision_service.PHASE_ALLOWED_TYPES — phase-to-type mapping
cleveragents.application.services.decision_service.DecisionService._validate_phase_gating — validation logic
cleveragents.application.services.decision_service.DecisionService._resolve_plan_phase — phase lookup

Test Coverage

Behave: 32 scenarios in features/decision_phase_gating.feature covering valid types per phase, rejected invalid types, phase-agnostic acceptance, DB-based phase resolution, error attributes, string coercion, and ungated phases.
Robot Framework: 6 integration tests in robot/decision_phase_gating.robot.
Existing tests: Updated 3 scenarios in features/consolidated_decision.feature to reflect the new set sizes and user_intervention being phase-agnostic.

Quality Gate Results

Session	Result
lint	PASS
typecheck	PASS (0 errors)
unit_tests	PASS (10,847 scenarios)
coverage_report	97.5% (threshold: 97%)
integration_tests	Pre-existing flaky failures in pabot (master has 19) — unrelated to this change

## Implementation Notes — @hurui200320 ### Design Decisions 1. **Phase constant updates**: The issue specified that `RESOURCE_SELECTION` belongs in Strategize and `USER_INTERVENTION` is phase-agnostic. Updated the `STRATEGIZE_TYPES` and `EXECUTE_TYPES` constants in `cleveragents.domain.models.core.decision` to match the specification: - `STRATEGIZE_TYPES` now includes: `PROMPT_DEFINITION`, `INVARIANT_ENFORCED`, `STRATEGY_CHOICE`, `RESOURCE_SELECTION`, `SUBPLAN_SPAWN`, `SUBPLAN_PARALLEL_SPAWN`, `USER_INTERVENTION` (7 types) - `EXECUTE_TYPES` now includes: `IMPLEMENTATION_CHOICE`, `TOOL_INVOCATION`, `ERROR_RECOVERY`, `VALIDATION_RESPONSE`, `SUBPLAN_SPAWN`, `SUBPLAN_PARALLEL_SPAWN`, `USER_INTERVENTION` (7 types) 2. **`DecisionPhaseViolationError` placement**: Added to `cleveragents.core.exceptions` (extends `BusinessRuleViolation`) with `decision_type`, `plan_phase`, and `allowed_types` attributes. Placed in the core exception hierarchy rather than locally in the decision service because it's a domain-level constraint violation. 3. **Opt-in validation**: The `record_decision()` method accepts an optional `plan_phase` parameter. When provided, phase-gating is enforced. When omitted and a `UnitOfWork` is wired, the service attempts to look up the plan's current phase from the database. When neither is available, validation is skipped. This preserves backward compatibility with all existing callers. 4. **Circular import avoidance**: The `PHASE_ALLOWED_TYPES` mapping (linking `PlanPhase` to allowed `DecisionType` sets) is defined in `decision_service.py` rather than `decision.py` to avoid importing `PlanPhase` from `plan.py` into the decision module (potential circular dependency risk). ### Key Code Locations (commit `031339fe`) - `cleveragents.core.exceptions.DecisionPhaseViolationError` — new exception class - `cleveragents.domain.models.core.decision.STRATEGIZE_TYPES` — updated to match spec - `cleveragents.domain.models.core.decision.EXECUTE_TYPES` — updated to match spec - `cleveragents.application.services.decision_service.PHASE_ALLOWED_TYPES` — phase-to-type mapping - `cleveragents.application.services.decision_service.DecisionService._validate_phase_gating` — validation logic - `cleveragents.application.services.decision_service.DecisionService._resolve_plan_phase` — phase lookup ### Test Coverage - **Behave**: 32 scenarios in `features/decision_phase_gating.feature` covering valid types per phase, rejected invalid types, phase-agnostic acceptance, DB-based phase resolution, error attributes, string coercion, and ungated phases. - **Robot Framework**: 6 integration tests in `robot/decision_phase_gating.robot`. - **Existing tests**: Updated 3 scenarios in `features/consolidated_decision.feature` to reflect the new set sizes and `user_intervention` being phase-agnostic. ### Quality Gate Results | Session | Result | |---------|--------| | lint | PASS | | typecheck | PASS (0 errors) | | unit_tests | PASS (10,847 scenarios) | | coverage_report | 97.5% (threshold: 97%) | | integration_tests | Pre-existing flaky failures in pabot (master has 19) — unrelated to this change |

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2026-03-16 08:12:06 +00:00

feat(plan): enforce decision type phase-gating at recording time #973

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feat(plan): enforce decision type phase-gating at recording time

hurui200320 commented

2026-03-17 07:39:52 +00:00

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Self-QA Implementation Notes (Cycles 1–2)

Cycle 1

Review findings: 16 issues identified — 1 critical, 4 major, 6 minor, 4 nits.

#	Severity	Finding
1	Critical	`resource_selection` incorrectly excluded from `EXECUTE_TYPES` — violates ADR-007, ADR-033, and specification
2	Major	`subplan_spawn`/`subplan_parallel_spawn` in both phase sets diverges from ADRs without documentation
3	Major	TOCTOU race condition between phase read and decision write
4	Major	Missing test: DB lookup when plan not found in database
5	Major	Missing test: DB-resolved phase for Execute phase
6	Minor	`is_any_phase_type` property inconsistent with updated phase sets
7	Minor	Invalid `plan_phase` string propagates as uncaught `ValueError`
8	Minor	Database errors in `_resolve_plan_phase` break opt-in contract
9	Minor	Module-level docstring table in `decision.py` stale
10	Minor	Uncached DB lookup per `record_decision()` call
11	Minor	Missing test: PlanPhase enum passed directly as `plan_phase`
12	Minor	Missing UnitOfWork engine disposal in test cleanup
13	Nit	`tempfile.mktemp()` deprecated
14	Nit	`PHASE_ALLOWED_TYPES` typed as `dict` not `Mapping`
15	Nit	Inline imports inside step function body
16	Nit	Robot helper tests don't check stderr

Fixes applied (all 16/16):

Critical #1: Added DecisionType.RESOURCE_SELECTION to EXECUTE_TYPES in decision.py. Updated BDD scenarios in decision_phase_gating.feature (removed from Strategize-only-rejected examples, added to Execute valid and phase-agnostic examples) and consolidated_decision.feature (member count 7→8).
Major #2: Added .. note:: RST block in decision.py documenting the M4 subplan model divergence from ADR-007/ADR-033 and referencing ticket #931. Updated docstring table to show "Strategize or Execute" for both types.
Major #3: Added NOTE: code comment in _resolve_plan_phase() documenting the TOCTOU window, its acceptability under SQLite single-writer, and need for revision with PostgreSQL.
Major #4: Added scenario "Phase-gating skipped when plan not found in database" with Given a phase-gated decision service with an empty database step.
Major #5: Added scenario "Phase resolved from database for execute plan" with Given a phase-gated decision service with a persisted execute plan step. Extracted shared _setup_persisted_plan() helper.
Minor #6: Changed is_any_phase_type from == DecisionType.USER_INTERVENTION to in STRATEGIZE_TYPES and in EXECUTE_TYPES.
Minor #7: Added try/except around PlanPhase(explicit_phase) catching ValueError and raising ValidationError.
Minor #8: Wrapped DB lookup in try/except catching Exception, logs warning via structlog, falls through to return None.
Minor #9: Updated all 11 entries in the docstring table to match actual phase assignments.
Minor #10: Added code comment documenting uncached lookup as future optimisation opportunity.
Minor #11: Added scenario "plan_phase accepts a PlanPhase enum directly" with dedicated step.
Minor #12: Extracted _register_db_cleanup() helper calling uow.engine.dispose() before file cleanup.
Nit #13: Replaced tempfile.mktemp() with tempfile.mkstemp() + os.close(fd).
Nit #14: Changed PHASE_ALLOWED_TYPES to Mapping[PlanPhase, frozenset[DecisionType]].
Nit #15: Moved all domain imports to module top-level in decision_phase_gating_steps.py.
Nit #16: Added Should Be Empty ${result.stderr} to all 6 Robot test cases.

Cycle 2

Review findings: 8 minor issues + 5 nits. All 16 previous fixes verified correct. No critical or major issues.

Remaining minor findings are test coverage gaps for defensive code paths (invalid plan_phase string, DB errors, is_any_phase_type for new phase-agnostic types) and Robot Framework style conventions (variable naming, Log statements, docstring). None affect functional correctness or specification compliance.

Verdict: ✅ Approved — PR is ready to merge.

Remaining Issues (from Cycle 2 — non-blocking)

#	Severity	Finding	Reason
1	Minor	Dead code branch — PlanPhase StrEnum makes `isinstance` always True	Functionally correct (idempotent), cosmetic only
2	Minor	Missing test: invalid `plan_phase` string → `ValidationError`	Defensive path, low risk
3	Minor	Missing test: DB error during phase resolution	Defensive path, low risk
4	Minor	Missing test: `is_any_phase_type` for 3 newly phase-agnostic types	Property correctness verified by code review
5	Minor	Broad `except Exception` in DB lookup	Intentional for graceful degradation
6	Minor	Robot variable naming deviates from convention	Style only
7	Minor	Robot missing Log statements	Style only
8	Minor	Missing `__init__` docstring on `DecisionPhaseViolationError`	Style only

Quality Gates (Final)

Session	Result
`nox -e lint`	✅ PASS
`nox -e typecheck`	✅ PASS (0 errors)
`nox -e unit_tests`	✅ PASS (10,851 scenarios)
`nox -e integration_tests`	✅ PASS (1,517 tests)
`nox -e e2e_tests`	✅ PASS (4 tests)
`nox -e coverage_report`	✅ PASS (97%)

## Self-QA Implementation Notes (Cycles 1–2) ### Cycle 1 **Review findings:** 16 issues identified — 1 critical, 4 major, 6 minor, 4 nits. | # | Severity | Finding | |---|----------|---------| | 1 | **Critical** | `resource_selection` incorrectly excluded from `EXECUTE_TYPES` — violates ADR-007, ADR-033, and specification | | 2 | **Major** | `subplan_spawn`/`subplan_parallel_spawn` in both phase sets diverges from ADRs without documentation | | 3 | **Major** | TOCTOU race condition between phase read and decision write | | 4 | **Major** | Missing test: DB lookup when plan not found in database | | 5 | **Major** | Missing test: DB-resolved phase for Execute phase | | 6 | **Minor** | `is_any_phase_type` property inconsistent with updated phase sets | | 7 | **Minor** | Invalid `plan_phase` string propagates as uncaught `ValueError` | | 8 | **Minor** | Database errors in `_resolve_plan_phase` break opt-in contract | | 9 | **Minor** | Module-level docstring table in `decision.py` stale | | 10 | **Minor** | Uncached DB lookup per `record_decision()` call | | 11 | **Minor** | Missing test: PlanPhase enum passed directly as `plan_phase` | | 12 | **Minor** | Missing UnitOfWork engine disposal in test cleanup | | 13 | **Nit** | `tempfile.mktemp()` deprecated | | 14 | **Nit** | `PHASE_ALLOWED_TYPES` typed as `dict` not `Mapping` | | 15 | **Nit** | Inline imports inside step function body | | 16 | **Nit** | Robot helper tests don't check stderr | **Fixes applied (all 16/16):** 1. **Critical #1**: Added `DecisionType.RESOURCE_SELECTION` to `EXECUTE_TYPES` in `decision.py`. Updated BDD scenarios in `decision_phase_gating.feature` (removed from Strategize-only-rejected examples, added to Execute valid and phase-agnostic examples) and `consolidated_decision.feature` (member count 7→8). 2. **Major #2**: Added `.. note::` RST block in `decision.py` documenting the M4 subplan model divergence from ADR-007/ADR-033 and referencing ticket #931. Updated docstring table to show "Strategize or Execute" for both types. 3. **Major #3**: Added `NOTE:` code comment in `_resolve_plan_phase()` documenting the TOCTOU window, its acceptability under SQLite single-writer, and need for revision with PostgreSQL. 4. **Major #4**: Added scenario "Phase-gating skipped when plan not found in database" with `Given a phase-gated decision service with an empty database` step. 5. **Major #5**: Added scenario "Phase resolved from database for execute plan" with `Given a phase-gated decision service with a persisted execute plan` step. Extracted shared `_setup_persisted_plan()` helper. 6. **Minor #6**: Changed `is_any_phase_type` from `== DecisionType.USER_INTERVENTION` to `in STRATEGIZE_TYPES and in EXECUTE_TYPES`. 7. **Minor #7**: Added try/except around `PlanPhase(explicit_phase)` catching `ValueError` and raising `ValidationError`. 8. **Minor #8**: Wrapped DB lookup in try/except catching `Exception`, logs warning via structlog, falls through to return `None`. 9. **Minor #9**: Updated all 11 entries in the docstring table to match actual phase assignments. 10. **Minor #10**: Added code comment documenting uncached lookup as future optimisation opportunity. 11. **Minor #11**: Added scenario "plan_phase accepts a PlanPhase enum directly" with dedicated step. 12. **Minor #12**: Extracted `_register_db_cleanup()` helper calling `uow.engine.dispose()` before file cleanup. 13. **Nit #13**: Replaced `tempfile.mktemp()` with `tempfile.mkstemp()` + `os.close(fd)`. 14. **Nit #14**: Changed `PHASE_ALLOWED_TYPES` to `Mapping[PlanPhase, frozenset[DecisionType]]`. 15. **Nit #15**: Moved all domain imports to module top-level in `decision_phase_gating_steps.py`. 16. **Nit #16**: Added `Should Be Empty ${result.stderr}` to all 6 Robot test cases. ### Cycle 2 **Review findings:** 8 minor issues + 5 nits. All 16 previous fixes verified correct. No critical or major issues. Remaining minor findings are test coverage gaps for defensive code paths (invalid plan_phase string, DB errors, `is_any_phase_type` for new phase-agnostic types) and Robot Framework style conventions (variable naming, Log statements, docstring). None affect functional correctness or specification compliance. **Verdict: ✅ Approved** — PR is ready to merge. ### Remaining Issues (from Cycle 2 — non-blocking) | # | Severity | Finding | Reason | |---|----------|---------|--------| | 1 | Minor | Dead code branch — PlanPhase StrEnum makes `isinstance` always True | Functionally correct (idempotent), cosmetic only | | 2 | Minor | Missing test: invalid `plan_phase` string → `ValidationError` | Defensive path, low risk | | 3 | Minor | Missing test: DB error during phase resolution | Defensive path, low risk | | 4 | Minor | Missing test: `is_any_phase_type` for 3 newly phase-agnostic types | Property correctness verified by code review | | 5 | Minor | Broad `except Exception` in DB lookup | Intentional for graceful degradation | | 6 | Minor | Robot variable naming deviates from convention | Style only | | 7 | Minor | Robot missing Log statements | Style only | | 8 | Minor | Missing `__init__` docstring on `DecisionPhaseViolationError` | Style only | ### Quality Gates (Final) | Session | Result | |---------|--------| | `nox -e lint` | ✅ PASS | | `nox -e typecheck` | ✅ PASS (0 errors) | | `nox -e unit_tests` | ✅ PASS (10,851 scenarios) | | `nox -e integration_tests` | ✅ PASS (1,517 tests) | | `nox -e e2e_tests` | ✅ PASS (4 tests) | | `nox -e coverage_report` | ✅ PASS (97%) |

hurui200320 referenced this issue

2026-03-17 08:04:00 +00:00

feat(plan): enforce decision type phase-gating at recording time #973

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feat(plan): enforce decision type phase-gating at recording time

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2026-03-18 07:22:28 +00:00

feat(plan): enforce decision type phase-gating at recording time

hurui200320 commented

2026-03-18 07:23:50 +00:00

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Implementation Notes — Review Fix Round (PR !973)

Addressed all 7 findings from @brent.edwards' two review rounds. Branch rebased onto latest master (ab1fd19b).

Architectural Change: Phase-Gating Module Extraction

Extracted the phase-gating concern from DecisionService into a new module cleveragents.application.services.phase_gating. This addresses the P2-2 finding about decision_service.py exceeding the 500-line guideline (1010 lines).

New module phase_gating.py contains:

PHASE_ALLOWED_TYPES — the constant mapping PlanPhase to allowed DecisionType frozensets
resolve_plan_phase() — resolution logic (explicit → DB lookup → skip), previously DecisionService._resolve_plan_phase()
validate_phase_gating() — enforcement logic, previously DecisionService._validate_phase_gating()

The resolve_plan_phase() function signature takes explicit parameters (persisted, unit_of_work, logger) instead of accessing self, making it a pure function with dependency injection through parameters. DecisionService.record_decision() delegates to these functions at the call site.

PHASE_ALLOWED_TYPES remains in decision_service.__all__ for backward compatibility via re-export.

Exception Narrowing (P1-1 merge-blocker)

The except Exception catch in resolve_plan_phase() has been narrowed to except (DatabaseError, OperationalError, OSError):

DatabaseError from cleveragents.core.exceptions — the repository layer wraps raw SQLAlchemy errors into this type
OperationalError from sqlalchemy.exc — raw connection/operation errors that may escape the repository wrapper (e.g., from UnitOfWork.transaction() itself)
OSError — filesystem-level SQLite access failures

This is the first place in the application service layer that directly imports a SQLAlchemy type (OperationalError). The alternative of relying solely on our DatabaseError wrapper was considered, but the UnitOfWork.transaction() context manager can throw raw OperationalError before any repository method gets a chance to wrap it.

TOCTOU Documentation (P2-3)

The existing TOCTOU comment has been prefixed with # TODO(pg-migration): and expanded with actionable guidance: "At minimum, a single-writer assertion or advisory lock should guard this section under multi-writer engines."

BDD Coverage Gap (P2-7)

Added 11 new scenarios to consolidated_decision.feature:

4 positive scenarios: All dual-phase types (resource_selection, subplan_spawn, subplan_parallel_spawn, user_intervention) correctly report is_any_phase_type == True
6 negative scenarios: All single-phase types (invariant_enforced, strategy_choice, implementation_choice, tool_invocation, error_recovery, validation_response) correctly report is_any_phase_type == False
1 root scenario: prompt_definition (tested via existing root creation scenario) also asserts is_any_phase_type == False

New step definitions added:

When I create a "{dtype}" decision with sequence {seq:d} and a parent — generic parametrized decision creation
Then the decision is_any_phase_type should be false — negative assertion counterpart

Key Code Locations

cleveragents.application.services.phase_gating — new module with resolve_plan_phase(), validate_phase_gating(), PHASE_ALLOWED_TYPES
cleveragents.application.services.decision_service.DecisionService.record_decision — delegates to phase_gating module
features/consolidated_decision.feature — 11 new is_any_phase_type scenarios
features/steps/decision_model_steps.py — 2 new step definitions
CHANGELOG.md — behavioral change entry for resource_selection reclassification

Commit: ef37aa3d on feature/m4-decision-phase-gating

## Implementation Notes — Review Fix Round (PR !973) Addressed all 7 findings from @brent.edwards' two review rounds. Branch rebased onto latest `master` (`ab1fd19b`). ### Architectural Change: Phase-Gating Module Extraction Extracted the phase-gating concern from `DecisionService` into a new module `cleveragents.application.services.phase_gating`. This addresses the P2-2 finding about `decision_service.py` exceeding the 500-line guideline (1010 lines). **New module** `phase_gating.py` contains: - `PHASE_ALLOWED_TYPES` — the constant mapping `PlanPhase` to allowed `DecisionType` frozensets - `resolve_plan_phase()` — resolution logic (explicit → DB lookup → skip), previously `DecisionService._resolve_plan_phase()` - `validate_phase_gating()` — enforcement logic, previously `DecisionService._validate_phase_gating()` The `resolve_plan_phase()` function signature takes explicit parameters (`persisted`, `unit_of_work`, `logger`) instead of accessing `self`, making it a pure function with dependency injection through parameters. `DecisionService.record_decision()` delegates to these functions at the call site. `PHASE_ALLOWED_TYPES` remains in `decision_service.__all__` for backward compatibility via re-export. ### Exception Narrowing (P1-1 merge-blocker) The `except Exception` catch in `resolve_plan_phase()` has been narrowed to `except (DatabaseError, OperationalError, OSError)`: - `DatabaseError` from `cleveragents.core.exceptions` — the repository layer wraps raw SQLAlchemy errors into this type - `OperationalError` from `sqlalchemy.exc` — raw connection/operation errors that may escape the repository wrapper (e.g., from `UnitOfWork.transaction()` itself) - `OSError` — filesystem-level SQLite access failures This is the first place in the application service layer that directly imports a SQLAlchemy type (`OperationalError`). The alternative of relying solely on our `DatabaseError` wrapper was considered, but the `UnitOfWork.transaction()` context manager can throw raw `OperationalError` before any repository method gets a chance to wrap it. ### TOCTOU Documentation (P2-3) The existing TOCTOU comment has been prefixed with `# TODO(pg-migration):` and expanded with actionable guidance: *"At minimum, a single-writer assertion or advisory lock should guard this section under multi-writer engines."* ### BDD Coverage Gap (P2-7) Added 11 new scenarios to `consolidated_decision.feature`: - **4 positive scenarios**: All dual-phase types (`resource_selection`, `subplan_spawn`, `subplan_parallel_spawn`, `user_intervention`) correctly report `is_any_phase_type == True` - **6 negative scenarios**: All single-phase types (`invariant_enforced`, `strategy_choice`, `implementation_choice`, `tool_invocation`, `error_recovery`, `validation_response`) correctly report `is_any_phase_type == False` - **1 root scenario**: `prompt_definition` (tested via existing root creation scenario) also asserts `is_any_phase_type == False` New step definitions added: - `When I create a "{dtype}" decision with sequence {seq:d} and a parent` — generic parametrized decision creation - `Then the decision is_any_phase_type should be false` — negative assertion counterpart ### Key Code Locations - `cleveragents.application.services.phase_gating` — new module with `resolve_plan_phase()`, `validate_phase_gating()`, `PHASE_ALLOWED_TYPES` - `cleveragents.application.services.decision_service.DecisionService.record_decision` — delegates to phase_gating module - `features/consolidated_decision.feature` — 11 new `is_any_phase_type` scenarios - `features/steps/decision_model_steps.py` — 2 new step definitions - `CHANGELOG.md` — behavioral change entry for `resource_selection` reclassification Commit: `ef37aa3d` on `feature/m4-decision-phase-gating`

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2026-03-18 07:29:13 +00:00

feat(plan): enforce decision type phase-gating at recording time

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feat(plan): enforce decision type phase-gating at recording time

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2026-03-19 05:46:57 +00:00

feat(plan): enforce decision type phase-gating at recording time

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2026-03-19 06:56:28 +00:00

feat(plan): enforce decision type phase-gating at recording time

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2026-03-19 07:10:54 +00:00

feat(plan): enforce decision type phase-gating at recording time

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feat(plan): enforce decision type phase-gating at recording time

hurui200320 commented

2026-03-19 07:15:19 +00:00

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Implementation Notes — Coverage Fix (Round 3)

Problem

The CI coverage gate was failing: nox -e coverage_report reported 96.9446% (displayed as "97%" in the summary table, but rounded to 96.9% at 1-decimal precision by the noxfile threshold check). The threshold is ≥97%, so 96.9% fails.

Root Cause

Two code paths in the newly added phase_gating.py module were untested:

Invalid plan_phase string (lines 72-75 in resolve_plan_phase): When the caller passes a string that isn't a valid PlanPhase enum value (e.g., "not_a_real_phase"), the code catches ValueError from PlanPhase() and raises ValidationError. No existing scenario tested this path.
Database error resilience (lines 101, 106-109 in resolve_plan_phase): When the UoW transaction fails with DatabaseError, OperationalError, or OSError, the code catches the exception and returns None (skip gating). No existing scenario triggered a real DB error.

Fix

Added 2 new Behave scenarios to features/decision_phase_gating.feature:

"Invalid plan_phase string raises ValidationError" — Calls record_decision() with plan_phase="not_a_real_phase" and asserts a ValidationError is raised containing the invalid value.
"resolve_plan_phase gracefully handles database errors" — Creates a real UnitOfWork, initializes the DB, then corrupts the SQLite file. Calls resolve_plan_phase() directly and asserts it returns None (graceful skip) instead of propagating the error.

Coverage Impact

Before: 68,947 covered / 71,120 total = 96.9446% → rounds to 96.9% (FAIL)
After: 68,957 covered / 71,120 total = 96.9587% → rounds to 97.0% (PASS)
Net: +10 lines covered

Rebase

Branch rebased onto latest origin/master (cbf8bcc9). Resolved one conflict in CHANGELOG.md — kept both our entry (#931) and the new #977 entry from master.

Quality Gates (post-rebase)

Session	Result
lint	✅ PASS
typecheck	✅ PASS (0 errors)
unit_tests	✅ PASS (11,264 scenarios, 0 failures)
integration_tests	✅ PASS
e2e_tests	✅ PASS (37 tests, 0 failures)
coverage_report	✅ 97.0% (threshold: 97%)

Commit 296daebe, force-pushed to feature/m4-decision-phase-gating.

## Implementation Notes — Coverage Fix (Round 3) ### Problem The CI coverage gate was failing: `nox -e coverage_report` reported **96.9446%** (displayed as "97%" in the summary table, but rounded to **96.9%** at 1-decimal precision by the noxfile threshold check). The threshold is `≥97%`, so 96.9% fails. ### Root Cause Two code paths in the newly added `phase_gating.py` module were untested: 1. **Invalid `plan_phase` string** (lines 72-75 in `resolve_plan_phase`): When the caller passes a string that isn't a valid `PlanPhase` enum value (e.g., `"not_a_real_phase"`), the code catches `ValueError` from `PlanPhase()` and raises `ValidationError`. No existing scenario tested this path. 2. **Database error resilience** (lines 101, 106-109 in `resolve_plan_phase`): When the UoW transaction fails with `DatabaseError`, `OperationalError`, or `OSError`, the code catches the exception and returns `None` (skip gating). No existing scenario triggered a real DB error. ### Fix Added 2 new Behave scenarios to `features/decision_phase_gating.feature`: 1. **"Invalid plan_phase string raises ValidationError"** — Calls `record_decision()` with `plan_phase="not_a_real_phase"` and asserts a `ValidationError` is raised containing the invalid value. 2. **"resolve_plan_phase gracefully handles database errors"** — Creates a real `UnitOfWork`, initializes the DB, then corrupts the SQLite file. Calls `resolve_plan_phase()` directly and asserts it returns `None` (graceful skip) instead of propagating the error. ### Coverage Impact - Before: 68,947 covered / 71,120 total = **96.9446%** → rounds to **96.9%** (FAIL) - After: 68,957 covered / 71,120 total = **96.9587%** → rounds to **97.0%** (PASS) - Net: +10 lines covered ### Rebase Branch rebased onto latest `origin/master` (`cbf8bcc9`). Resolved one conflict in `CHANGELOG.md` — kept both our entry (#931) and the new #977 entry from master. ### Quality Gates (post-rebase) | Session | Result | |---------|--------| | lint | ✅ PASS | | typecheck | ✅ PASS (0 errors) | | unit_tests | ✅ PASS (11,264 scenarios, 0 failures) | | integration_tests | ✅ PASS | | e2e_tests | ✅ PASS (37 tests, 0 failures) | | coverage_report | ✅ **97.0%** (threshold: 97%) | Commit `296daebe`, force-pushed to `feature/m4-decision-phase-gating`.

hurui200320 closed this issue

2026-03-19 07:53:44 +00:00

hurui200320 referenced this issue from a commit

2026-03-19 07:53:45 +00:00

feat(plan): enforce decision type phase-gating at recording time (#973)

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