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bug(cli): plan execute only transitions state — does not run strategize or execute phase processing #967

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opened 2026-03-16 03:16:18 +00:00 by freemo · 2 comments
freemo commented 2026-03-16 03:16:18 +00:00
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Metadata

  • Commit Message: fix(cli): restore phase-aware execution in plan execute command
  • Branch: bugfix/m3-plan-execute-phase-processing

Background and Context

The M3 (v3.2.0) acceptance test (robot/e2e/m3_acceptance.robot, PR #799) exercises the full plan lifecycle: plan use → plan execute (strategize) → plan execute (execute) → plan correct → plan lifecycle-apply. The plan execute CLI command is expected to detect the plan's current phase and run the appropriate processing:

  • Strategize/QUEUED: run the strategize phase via PlanExecutor.run_strategize() to produce decisions
  • Strategize/COMPLETE: transition to Execute phase and run execute via PlanExecutor.run_execute()
  • Execute/QUEUED: run the execute phase via PlanExecutor.run_execute()

Current Behavior

The execute_plan function in src/cleveragents/cli/commands/plan.py (line ~1499) only calls service.execute_plan(plan_id), which is a state transition only (Strategize/COMPLETE → Execute/QUEUED). It does not:

  1. Construct a PlanExecutor instance
  2. Call PlanExecutor.run_strategize() when the plan is in Strategize/QUEUED
  3. Call PlanExecutor.run_execute() when the plan transitions to or is in Execute/QUEUED

After plan use, the plan is in Strategize/QUEUED state. The first plan execute call fails immediately because service.execute_plan() requires the plan to be in Strategize/COMPLETE state — it raises PlanNotReadyError, the CLI catches it and aborts with rc=1.

Additionally, the _get_plan_executor() helper function was removed from plan.py, so there is no way to construct a PlanExecutor from the CLI layer.

The auto-discovery path (when no plan_id is given) also fails because it only searches for plans in Strategize/COMPLETE state, missing plans in QUEUED state that need strategize processing.

Expected Behavior

  1. plan execute PLAN_ID detects the plan's current phase/state and runs the appropriate processing
  2. When the plan is in Strategize/QUEUED, PlanExecutor.run_strategize() is called to process the strategize phase to completion
  3. When the plan is in Strategize/COMPLETE, service.execute_plan() transitions to Execute, then PlanExecutor.run_execute() processes the execute phase
  4. When the plan is in Execute/QUEUED, PlanExecutor.run_execute() processes the execute phase
  5. Auto-discovery (no plan_id) finds plans in both QUEUED and COMPLETE states across Strategize and Execute phases
  6. The command outputs the plan status after processing, using the requested format

Acceptance Criteria

  • _get_plan_executor() helper is restored in plan.py to construct a PlanExecutor(lifecycle_service=service)
  • plan execute handles Strategize/QUEUED by running executor.run_strategize(plan_id)
  • plan execute handles Strategize/COMPLETE by transitioning to Execute and running executor.run_execute(plan_id)
  • plan execute handles Execute/QUEUED by running executor.run_execute(plan_id)
  • Auto-discovery includes plans in Strategize/QUEUED and Execute/QUEUED states
  • The M3 E2E acceptance test steps 7 and 10 (plan execute) pass without Traceback
  • Tests (Behave): Existing plan execute scenarios continue to pass
  • Tests (Robot): M3 acceptance test plan execute steps pass
  • Verify coverage >=97% via nox -s coverage_report
  • Run nox (all default sessions), fix any errors

Subtasks

  • Add _get_plan_executor() helper function that constructs PlanExecutor(lifecycle_service=service)
  • Rewrite execute_plan CLI to detect plan phase/state and dispatch to appropriate executor method
  • Update auto-discovery to include QUEUED plans in both Strategize and Execute phases
  • Tests (Behave): Verify existing plan execute scenarios pass
  • Tests (Robot): Verify M3 acceptance test steps 7 and 10 pass
  • 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**: `fix(cli): restore phase-aware execution in plan execute command` - **Branch**: `bugfix/m3-plan-execute-phase-processing` ## Background and Context The M3 (v3.2.0) acceptance test (`robot/e2e/m3_acceptance.robot`, PR #799) exercises the full plan lifecycle: `plan use` → `plan execute` (strategize) → `plan execute` (execute) → `plan correct` → `plan lifecycle-apply`. The `plan execute` CLI command is expected to detect the plan's current phase and run the appropriate processing: - **Strategize/QUEUED**: run the strategize phase via `PlanExecutor.run_strategize()` to produce decisions - **Strategize/COMPLETE**: transition to Execute phase and run execute via `PlanExecutor.run_execute()` - **Execute/QUEUED**: run the execute phase via `PlanExecutor.run_execute()` ## Current Behavior The `execute_plan` function in `src/cleveragents/cli/commands/plan.py` (line ~1499) only calls `service.execute_plan(plan_id)`, which is a **state transition only** (Strategize/COMPLETE → Execute/QUEUED). It does not: 1. Construct a `PlanExecutor` instance 2. Call `PlanExecutor.run_strategize()` when the plan is in Strategize/QUEUED 3. Call `PlanExecutor.run_execute()` when the plan transitions to or is in Execute/QUEUED After `plan use`, the plan is in Strategize/QUEUED state. The first `plan execute` call fails immediately because `service.execute_plan()` requires the plan to be in Strategize/COMPLETE state — it raises `PlanNotReadyError`, the CLI catches it and aborts with rc=1. Additionally, the `_get_plan_executor()` helper function was removed from `plan.py`, so there is no way to construct a `PlanExecutor` from the CLI layer. The auto-discovery path (when no plan_id is given) also fails because it only searches for plans in Strategize/COMPLETE state, missing plans in QUEUED state that need strategize processing. ## Expected Behavior 1. `plan execute PLAN_ID` detects the plan's current phase/state and runs the appropriate processing 2. When the plan is in Strategize/QUEUED, `PlanExecutor.run_strategize()` is called to process the strategize phase to completion 3. When the plan is in Strategize/COMPLETE, `service.execute_plan()` transitions to Execute, then `PlanExecutor.run_execute()` processes the execute phase 4. When the plan is in Execute/QUEUED, `PlanExecutor.run_execute()` processes the execute phase 5. Auto-discovery (no plan_id) finds plans in both QUEUED and COMPLETE states across Strategize and Execute phases 6. The command outputs the plan status after processing, using the requested format ## Acceptance Criteria - [ ] `_get_plan_executor()` helper is restored in `plan.py` to construct a `PlanExecutor(lifecycle_service=service)` - [ ] `plan execute` handles Strategize/QUEUED by running `executor.run_strategize(plan_id)` - [ ] `plan execute` handles Strategize/COMPLETE by transitioning to Execute and running `executor.run_execute(plan_id)` - [ ] `plan execute` handles Execute/QUEUED by running `executor.run_execute(plan_id)` - [ ] Auto-discovery includes plans in Strategize/QUEUED and Execute/QUEUED states - [ ] The M3 E2E acceptance test steps 7 and 10 (`plan execute`) pass without Traceback - [ ] Tests (Behave): Existing plan execute scenarios continue to pass - [ ] Tests (Robot): M3 acceptance test `plan execute` steps pass - [ ] Verify coverage >=97% via `nox -s coverage_report` - [ ] Run `nox` (all default sessions), fix any errors ## Subtasks - [ ] Add `_get_plan_executor()` helper function that constructs `PlanExecutor(lifecycle_service=service)` - [ ] Rewrite `execute_plan` CLI to detect plan phase/state and dispatch to appropriate executor method - [ ] Update auto-discovery to include QUEUED plans in both Strategize and Execute phases - [ ] Tests (Behave): Verify existing plan execute scenarios pass - [ ] Tests (Robot): Verify M3 acceptance test steps 7 and 10 pass - [ ] 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.
freemo added this to the v3.2.0 milestone 2026-03-16 03:16:26 +00:00
freemo commented 2026-03-16 16:03:56 +00:00
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TDD workflow initiated for this bug:

  • Created TDD issue #977 to write a tagged test that captures this bug.
  • Dependency link needed: this issue is blocked by #977 (Forgejo dependency API is returning errors — a maintainer should manually add the dependency link via the UI: #967 depends on #977).
  • Once #977 is merged to master, @freemo should create branch bugfix/m3-plan-execute-phase-processing from master and implement the fix.
  • The fix must remove the @tdd_expected_fail tag from the test so it runs normally.
  • The CI quality gate will verify the tag was removed before the PR can be merged.

Assignees:

  • TDD issue #977: @brent.edwards (detail-oriented, good for precise tag work)
  • Bug fix (this issue): @freemo (plan lifecycle expert, author of the codebase)

TDD Workflow

This bug follows the project's mandatory TDD workflow for bug fixes:

  1. TDD issue #977 must be completed first — it creates a tagged test that captures this bug using the @tdd_expected_fail mechanism.
  2. Once the TDD PR is merged to master, @freemo creates branch bugfix/m3-plan-execute-phase-processing from master.
  3. The fix is implemented and the @tdd_expected_fail tag is removed from the test (leaving @tdd_bug and @tdd_bug_967 in place as permanent references).
  4. The test now runs normally and must pass, confirming the bug is fixed.
  5. The CI quality gate verifies that the @tdd_expected_fail tag has been removed.
**TDD workflow initiated for this bug:** - Created TDD issue #977 to write a tagged test that captures this bug. - Dependency link needed: this issue is blocked by #977 (Forgejo dependency API is returning errors — a maintainer should manually add the dependency link via the UI: #967 depends on #977). - Once #977 is merged to `master`, @freemo should create branch `bugfix/m3-plan-execute-phase-processing` from `master` and implement the fix. - The fix must remove the `@tdd_expected_fail` tag from the test so it runs normally. - The CI quality gate will verify the tag was removed before the PR can be merged. **Assignees:** - TDD issue #977: @brent.edwards (detail-oriented, good for precise tag work) - Bug fix (this issue): @freemo (plan lifecycle expert, author of the codebase) ### TDD Workflow This bug follows the project's mandatory TDD workflow for bug fixes: 1. TDD issue #977 must be completed first — it creates a tagged test that captures this bug using the `@tdd_expected_fail` mechanism. 2. Once the TDD PR is merged to `master`, @freemo creates branch `bugfix/m3-plan-execute-phase-processing` from `master`. 3. The fix is implemented and the `@tdd_expected_fail` tag is removed from the test (leaving `@tdd_bug` and `@tdd_bug_967` in place as permanent references). 4. The test now runs normally and must pass, confirming the bug is fixed. 5. The CI quality gate verifies that the `@tdd_expected_fail` tag has been removed.
brent.edwards commented 2026-03-18 19:40:14 +00:00
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Implementation Notes — #967

Branch: bugfix/m3-plan-execute-phase-processing | Commit: 37d8ac96 | PR: #1056

Design Decisions

The execute_plan CLI command on master was already functionally correct — the core phase-aware dispatch (_get_plan_executor(), run_strategize()/run_execute(), QUEUED-inclusive auto-discovery) had been applied across earlier commits. This fix consolidates and polishes:

  1. Eliminated redundant service.get_plan() call — the separate pre_plan fetch for the read-only guard was consolidated into the single current_plan fetch, removing one unnecessary persistence round-trip.

  2. Updated stale command-table description — "Transition to Execute phase" → "Run phase-aware plan execution" to accurately reflect actual behavior.

  3. Improved post-execution status message — replaced static hint with state-aware message showing actual phase/state and appropriate next-step guidance.

  4. Updated 3 Behave test files to match the reduced get_plan call sequence and updated output assertions.

Quality Gates

  • Lint: PASS
  • Typecheck: PASS (0 errors)
  • Unit tests: All plan-related scenarios pass (293 across 7 feature files)
## Implementation Notes — #967 **Branch:** `bugfix/m3-plan-execute-phase-processing` | **Commit:** `37d8ac96` | **PR:** #1056 ### Design Decisions The `execute_plan` CLI command on master was already functionally correct — the core phase-aware dispatch (`_get_plan_executor()`, `run_strategize()`/`run_execute()`, QUEUED-inclusive auto-discovery) had been applied across earlier commits. This fix consolidates and polishes: 1. **Eliminated redundant `service.get_plan()` call** — the separate `pre_plan` fetch for the read-only guard was consolidated into the single `current_plan` fetch, removing one unnecessary persistence round-trip. 2. **Updated stale command-table description** — "Transition to Execute phase" → "Run phase-aware plan execution" to accurately reflect actual behavior. 3. **Improved post-execution status message** — replaced static hint with state-aware message showing actual `phase/state` and appropriate next-step guidance. 4. **Updated 3 Behave test files** to match the reduced `get_plan` call sequence and updated output assertions. ### Quality Gates - Lint: PASS - Typecheck: PASS (0 errors) - Unit tests: All plan-related scenarios pass (293 across 7 feature files)
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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
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.

Depends on
#1056 fix(cli): restore phase-aware execution in plan execute command
cleveragents/cleveragents-core
Reference
cleveragents/cleveragents-core#967
No description provided.