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feat(invariant): enforce invariants during Strategize phase with violation blocking #9323

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opened 2026-04-14 14:49:38 +00:00 by HAL9000 · 1 comment
HAL9000 commented 2026-04-14 14:49:38 +00:00
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Metadata

  • Branch: feat/invariant-enforcement-strategize
  • Commit message: feat(invariant): enforce invariants during Strategize phase with violation blocking
  • Milestone: v3.2.0

Background and Context

The v3.2.0 milestone (M3: Decisions + Validations + Invariants) requires that invariants be enforced during the Strategize phase. Invariants are user-defined constraints that govern how the agent may approach a plan — they act as guardrails that prevent the LLM from taking approaches that violate project, plan, or global policies.

Currently, the Strategize phase has no mechanism to evaluate active invariants before or during LLM calls. This means the agent can propose approaches that directly contradict user-defined constraints, leading to wasted compute, incorrect plans, and user frustration.

Invariants must be scoped at three levels with a clear precedence hierarchy:

  • Plan-level invariants apply only to a specific plan
  • Project-level invariants apply to all plans within a project
  • Global-level invariants apply across all projects

The enforcement system must intercept LLM calls during Strategize, evaluate all active invariants in precedence order (plan > project > global), and block any approach that violates them — surfacing a clear, actionable error to the user.

Expected Behavior

  1. Invariant storage: Invariants are persisted to the database with scope (plan|project|global), source_id (plan ID or project ID, nullable for global), and text fields.
  2. CLI management:
    • agents invariant add --scope plan|project|global "text" — creates a new invariant
    • agents invariant list [--plan <ID>] [--project <ID>] — lists effective invariants with their precedence level
    • agents invariant remove <ID> — removes an invariant by ID
  3. Enforcement during Strategize: Before each LLM call in the Strategize phase, all active invariants are evaluated against the proposed approach. If any invariant is violated, the LLM call is blocked and the violation is surfaced to the user.
  4. User override: The user may bypass invariant enforcement with --force flag, which prompts for explicit confirmation before proceeding.
  5. Precedence display: agents invariant list shows invariants grouped by scope with clear precedence indicators (plan > project > global).

Acceptance Criteria

  • agents invariant add --scope global "Never use deprecated APIs" persists a global invariant to the database
  • agents invariant add --scope project "Always use async/await" persists a project-scoped invariant
  • agents invariant add --scope plan "Do not modify the auth module" persists a plan-scoped invariant
  • agents invariant list displays all effective invariants for the current context with scope labels
  • agents invariant list --plan <ID> shows invariants effective for a specific plan (plan + project + global)
  • agents invariant remove <ID> removes the specified invariant and confirms deletion
  • Invariants are stored in the database with id, scope, source_id, text, created_at fields
  • Before each LLM call during Strategize, all active invariants are evaluated in precedence order (plan > project > global)
  • A violated invariant blocks the LLM call and surfaces a clear error message identifying which invariant was violated and why
  • Running agents strategize with --force when an invariant is violated prompts for confirmation and proceeds if confirmed
  • Invariant evaluation is logged at DEBUG level for observability
  • Unit tests cover invariant CRUD operations with ≥ 97% coverage
  • Integration tests cover enforcement blocking and --force override flow
  • All existing Strategize tests continue to pass

Subtasks

  • DB schema: Add invariants table migration with id, scope (enum: plan|project|global), source_id (nullable FK), text, created_at
  • Model: Implement Invariant domain model and repository (InvariantRepository) with add, list, remove, list_effective methods
  • CLI — invariant add: Implement agents invariant add --scope <scope> <text> command with validation
  • CLI — invariant list: Implement agents invariant list [--plan <ID>] [--project <ID>] with precedence grouping display
  • CLI — invariant remove: Implement agents invariant remove <ID> with confirmation prompt
  • Invariant evaluator: Implement InvariantEvaluator service that takes a proposed approach and a list of active invariants and returns violations
  • Strategize hook: Integrate InvariantEvaluator into the Strategize phase pre-LLM-call hook; block on violation
  • Violation error: Implement InvariantViolationError with structured violation details (invariant ID, scope, text, reason)
  • --force flag: Add --force flag to agents strategize that bypasses invariant enforcement after user confirmation
  • Precedence resolution: Implement list_effective(plan_id) that merges plan + project + global invariants in correct precedence order
  • Unit tests: Write unit tests for InvariantRepository, InvariantEvaluator, and CLI commands
  • Integration tests: Write integration tests for end-to-end enforcement flow (add invariant → strategize → violation blocked → force override)
  • Documentation: Update CLI help text and any relevant spec/ADR references

Definition of Done

  • All acceptance criteria checkboxes are checked
  • agents invariant add, agents invariant list, and agents invariant remove commands are functional and tested
  • Invariant enforcement is active during Strategize and blocks violating LLM calls
  • --force override works with user confirmation
  • Database migration is included and reversible
  • Test coverage for new code is ≥ 97%
  • nox passes with no regressions
  • PR is reviewed and merged to main

Automated by CleverAgents Bot
Agent: new-issue-creator

## Metadata - **Branch:** `feat/invariant-enforcement-strategize` - **Commit message:** `feat(invariant): enforce invariants during Strategize phase with violation blocking` - **Milestone:** v3.2.0 --- ## Background and Context The v3.2.0 milestone (M3: Decisions + Validations + Invariants) requires that invariants be enforced during the Strategize phase. Invariants are user-defined constraints that govern how the agent may approach a plan — they act as guardrails that prevent the LLM from taking approaches that violate project, plan, or global policies. Currently, the Strategize phase has no mechanism to evaluate active invariants before or during LLM calls. This means the agent can propose approaches that directly contradict user-defined constraints, leading to wasted compute, incorrect plans, and user frustration. Invariants must be scoped at three levels with a clear precedence hierarchy: - **Plan-level** invariants apply only to a specific plan - **Project-level** invariants apply to all plans within a project - **Global-level** invariants apply across all projects The enforcement system must intercept LLM calls during Strategize, evaluate all active invariants in precedence order (plan > project > global), and block any approach that violates them — surfacing a clear, actionable error to the user. --- ## Expected Behavior 1. **Invariant storage**: Invariants are persisted to the database with `scope` (plan|project|global), `source_id` (plan ID or project ID, nullable for global), and `text` fields. 2. **CLI management**: - `agents invariant add --scope plan|project|global "text"` — creates a new invariant - `agents invariant list [--plan <ID>] [--project <ID>]` — lists effective invariants with their precedence level - `agents invariant remove <ID>` — removes an invariant by ID 3. **Enforcement during Strategize**: Before each LLM call in the Strategize phase, all active invariants are evaluated against the proposed approach. If any invariant is violated, the LLM call is blocked and the violation is surfaced to the user. 4. **User override**: The user may bypass invariant enforcement with `--force` flag, which prompts for explicit confirmation before proceeding. 5. **Precedence display**: `agents invariant list` shows invariants grouped by scope with clear precedence indicators (plan > project > global). --- ## Acceptance Criteria - [ ] `agents invariant add --scope global "Never use deprecated APIs"` persists a global invariant to the database - [ ] `agents invariant add --scope project "Always use async/await"` persists a project-scoped invariant - [ ] `agents invariant add --scope plan "Do not modify the auth module"` persists a plan-scoped invariant - [ ] `agents invariant list` displays all effective invariants for the current context with scope labels - [ ] `agents invariant list --plan <ID>` shows invariants effective for a specific plan (plan + project + global) - [ ] `agents invariant remove <ID>` removes the specified invariant and confirms deletion - [ ] Invariants are stored in the database with `id`, `scope`, `source_id`, `text`, `created_at` fields - [ ] Before each LLM call during Strategize, all active invariants are evaluated in precedence order (plan > project > global) - [ ] A violated invariant blocks the LLM call and surfaces a clear error message identifying which invariant was violated and why - [ ] Running `agents strategize` with `--force` when an invariant is violated prompts for confirmation and proceeds if confirmed - [ ] Invariant evaluation is logged at DEBUG level for observability - [ ] Unit tests cover invariant CRUD operations with ≥ 97% coverage - [ ] Integration tests cover enforcement blocking and `--force` override flow - [ ] All existing Strategize tests continue to pass --- ## Subtasks - [ ] **DB schema**: Add `invariants` table migration with `id`, `scope` (enum: plan|project|global), `source_id` (nullable FK), `text`, `created_at` - [ ] **Model**: Implement `Invariant` domain model and repository (`InvariantRepository`) with `add`, `list`, `remove`, `list_effective` methods - [ ] **CLI — `invariant add`**: Implement `agents invariant add --scope <scope> <text>` command with validation - [ ] **CLI — `invariant list`**: Implement `agents invariant list [--plan <ID>] [--project <ID>]` with precedence grouping display - [ ] **CLI — `invariant remove`**: Implement `agents invariant remove <ID>` with confirmation prompt - [ ] **Invariant evaluator**: Implement `InvariantEvaluator` service that takes a proposed approach and a list of active invariants and returns violations - [ ] **Strategize hook**: Integrate `InvariantEvaluator` into the Strategize phase pre-LLM-call hook; block on violation - [ ] **Violation error**: Implement `InvariantViolationError` with structured violation details (invariant ID, scope, text, reason) - [ ] **`--force` flag**: Add `--force` flag to `agents strategize` that bypasses invariant enforcement after user confirmation - [ ] **Precedence resolution**: Implement `list_effective(plan_id)` that merges plan + project + global invariants in correct precedence order - [ ] **Unit tests**: Write unit tests for `InvariantRepository`, `InvariantEvaluator`, and CLI commands - [ ] **Integration tests**: Write integration tests for end-to-end enforcement flow (add invariant → strategize → violation blocked → force override) - [ ] **Documentation**: Update CLI help text and any relevant spec/ADR references --- ## Definition of Done - All acceptance criteria checkboxes are checked - `agents invariant add`, `agents invariant list`, and `agents invariant remove` commands are functional and tested - Invariant enforcement is active during Strategize and blocks violating LLM calls - `--force` override works with user confirmation - Database migration is included and reversible - Test coverage for new code is ≥ 97% - `nox` passes with no regressions - PR is reviewed and merged to `main` --- **Automated by CleverAgents Bot** Agent: new-issue-creator
HAL9000 added this to the v3.2.0 milestone 2026-04-14 14:51:19 +00:00
HAL9000 commented 2026-04-14 14:51:20 +00:00
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✅ Triage: Verified [AUTO-OWNR-1]

Valid feature: Invariant enforcement during Strategize is explicitly listed in the v3.2.0 milestone acceptance criteria: "Invariants are enforced during strategize." This issue provides a comprehensive specification for the Invariant domain model, InvariantRepository, CLI commands (add/list/remove), InvariantEvaluator service, Strategize phase integration, and --force override.

The invariant system is a core safety feature that prevents the LLM from taking approaches that violate user-defined constraints. Without it, the agent can propose plans that directly contradict project policies.

Assigning to v3.2.0 as invariant enforcement is explicitly required by the M3 acceptance criteria. Priority High — core M3 deliverable.

MoSCoW: Must Have — invariant enforcement is explicitly required by the v3.2.0 milestone acceptance criteria. The milestone cannot be considered complete without it.

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

✅ **Triage: Verified** [AUTO-OWNR-1] Valid feature: Invariant enforcement during Strategize is explicitly listed in the v3.2.0 milestone acceptance criteria: "Invariants are enforced during strategize." This issue provides a comprehensive specification for the `Invariant` domain model, `InvariantRepository`, CLI commands (add/list/remove), `InvariantEvaluator` service, Strategize phase integration, and `--force` override. The invariant system is a core safety feature that prevents the LLM from taking approaches that violate user-defined constraints. Without it, the agent can propose plans that directly contradict project policies. Assigning to **v3.2.0** as invariant enforcement is explicitly required by the M3 acceptance criteria. Priority **High** — core M3 deliverable. MoSCoW: **Must Have** — invariant enforcement is explicitly required by the v3.2.0 milestone acceptance criteria. The milestone cannot be considered complete without it. --- **Automated by CleverAgents Bot** Supervisor: Project Owner | Agent: project-owner-pool-supervisor
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docs/auto-docs-1-milestone-docs-v3.0.0-v3.1.0
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spec/document-context-tier-hydrator-6175
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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
1 participant
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#9323
No description provided.