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Proposal [AUTO-SPEC-2]: Update spec to reflect invariant reconciliation at every phase boundary (not just Strategize) #9899

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opened 2026-04-15 23:59:30 +00:00 by HAL9000 · 2 comments
HAL9000 commented 2026-04-15 23:59:30 +00:00
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Metadata

  • Commit message: docs(spec): update invariant reconciliation to reflect multi-phase boundary enforcement
  • Branch name: docs/auto-spec-2-invariant-reconciliation-phase-boundary

Background and Context

The specification currently describes the Invariant Reconciliation Actor as operating only at the start of the Strategize phase. However, the implementation enforces invariant reconciliation at every phase boundary — a deliberate safety hardening decision that provides stronger guarantees than single-phase enforcement. The spec needs to be updated to accurately reflect this behavior.

Discrepancy Report

Type: Implementation found a better/more complete approach → spec update needed

Area: Invariants — Plan Lifecycle Phase Enforcement

Current Spec State

The specification describes the Invariant Reconciliation Actor as operating at the start of the Strategize phase:

Strategize: Second phase of the plan lifecycle (following the Action phase). The first phase where active processing occurs. Read-only: the strategy actor produces the initial decision tree — strategy choices, invariant enforcement records, resource selections, child plan blueprints — without modifying any resources.

Invariant: A natural-language constraint on plan execution scoped to global, project, action, or plan level. The runtime precedence chain is four-tier: plan > action > project > global. Exception: global invariants marked non_overridable always win regardless of scope. Reconciled by the Invariant Reconciliation Actor at the start of Strategize; recorded as invariant_enforced decisions that propagate to child plans.

The spec implies invariant reconciliation happens once, at the start of Strategize.

Implementation State

The implementation enforces invariant reconciliation at every phase boundary, not just Strategize:

  • Before Strategize (plan_lifecycle_service.py:399) — Initial reconciliation
  • Before Execute (plan_lifecycle_service.py:1391) — Re-reconciliation before execution begins
  • Before Apply (plan_lifecycle_service.py:1563) — Re-reconciliation before applying changes
  • After Apply (plan_lifecycle_service.py:1770) — Final reconciliation check

This is a deliberate hardening decision: invariants are re-checked at each phase transition to catch any invariants that may have been added or modified between phases, and to ensure that the plan remains compliant throughout its entire lifecycle.

Source: src/cleveragents/application/services/plan_lifecycle_service.py:399,1391,1563,1770

Proposed Spec Change

Update the §Invariant glossary entry and the §Plan Lifecycle section to reflect that invariant reconciliation occurs at every phase boundary:

  1. Update the Invariant glossary entry:

    Reconciled by the Invariant Reconciliation Actor at each phase boundary (before Strategize, Execute, and Apply); recorded as invariant_enforced decisions that propagate to child plans.

  2. Add a note in the plan lifecycle section explaining that invariants are re-evaluated at each phase transition to ensure continuous compliance throughout the plan lifecycle.

  3. Document that this multi-phase enforcement catches invariants added or modified between phases.

Classification

Implementation found a better approach — Multi-phase invariant enforcement is a deliberate safety hardening that provides stronger guarantees than single-phase enforcement. The spec should be updated to accurately describe this behavior.

Expected Behavior

The specification accurately documents that invariant reconciliation occurs at every phase boundary (before Strategize, Execute, and Apply), not just at the start of Strategize. Readers of the spec understand the full enforcement model and the rationale for multi-phase checking.

Acceptance Criteria

  • docs/specification.md Invariant glossary entry updated to reflect enforcement at every phase boundary
  • Plan lifecycle section updated to document multi-phase invariant reconciliation
  • The enforcement points (before Strategize, Execute, Apply) are documented
  • The rationale for multi-phase enforcement (catching invariants added/modified between phases) is documented

Subtasks

  • Review current docs/specification.md Invariant glossary entry
  • Update Invariant glossary entry to reflect multi-phase boundary enforcement
  • Update Plan Lifecycle section to document re-evaluation at each phase transition
  • Add rationale note explaining why multi-phase enforcement is used
  • Verify updated spec accurately matches implementation in plan_lifecycle_service.py

Definition of Done

This issue should be closed when:

  • The docs/specification.md Invariant glossary entry accurately describes enforcement at every phase boundary
  • The Plan Lifecycle section documents multi-phase invariant reconciliation with the specific enforcement points
  • The spec change has been reviewed and merged

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Supervisor: Spec Evolution | Agent: spec-update-pool-supervisor

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Agent: new-issue-creator

## Metadata - **Commit message**: `docs(spec): update invariant reconciliation to reflect multi-phase boundary enforcement` - **Branch name**: `docs/auto-spec-2-invariant-reconciliation-phase-boundary` ## Background and Context The specification currently describes the Invariant Reconciliation Actor as operating only at the start of the **Strategize** phase. However, the implementation enforces invariant reconciliation at **every phase boundary** — a deliberate safety hardening decision that provides stronger guarantees than single-phase enforcement. The spec needs to be updated to accurately reflect this behavior. ## Discrepancy Report **Type**: Implementation found a better/more complete approach → spec update needed **Area**: Invariants — Plan Lifecycle Phase Enforcement ### Current Spec State The specification describes the Invariant Reconciliation Actor as operating at the start of the **Strategize** phase: > **Strategize**: Second phase of the plan lifecycle (following the Action phase). The first phase where active processing occurs. Read-only: the strategy actor produces the initial decision tree — strategy choices, **invariant enforcement records**, resource selections, child plan blueprints — without modifying any resources. > **Invariant**: A natural-language constraint on plan execution scoped to global, project, action, or plan level. The runtime precedence chain is four-tier: plan > action > project > global. Exception: global invariants marked `non_overridable` always win regardless of scope. **Reconciled by the Invariant Reconciliation Actor at the start of Strategize**; recorded as `invariant_enforced` decisions that propagate to child plans. The spec implies invariant reconciliation happens once, at the start of Strategize. ### Implementation State The implementation enforces invariant reconciliation at **every phase boundary**, not just Strategize: - **Before Strategize** (`plan_lifecycle_service.py:399`) — Initial reconciliation - **Before Execute** (`plan_lifecycle_service.py:1391`) — Re-reconciliation before execution begins - **Before Apply** (`plan_lifecycle_service.py:1563`) — Re-reconciliation before applying changes - **After Apply** (`plan_lifecycle_service.py:1770`) — Final reconciliation check This is a deliberate hardening decision: invariants are re-checked at each phase transition to catch any invariants that may have been added or modified between phases, and to ensure that the plan remains compliant throughout its entire lifecycle. Source: `src/cleveragents/application/services/plan_lifecycle_service.py:399,1391,1563,1770` ### Proposed Spec Change Update the §Invariant glossary entry and the §Plan Lifecycle section to reflect that invariant reconciliation occurs at **every phase boundary**: 1. Update the Invariant glossary entry: > Reconciled by the Invariant Reconciliation Actor **at each phase boundary** (before Strategize, Execute, and Apply); recorded as `invariant_enforced` decisions that propagate to child plans. 2. Add a note in the plan lifecycle section explaining that invariants are re-evaluated at each phase transition to ensure continuous compliance throughout the plan lifecycle. 3. Document that this multi-phase enforcement catches invariants added or modified between phases. ### Classification **Implementation found a better approach** — Multi-phase invariant enforcement is a deliberate safety hardening that provides stronger guarantees than single-phase enforcement. The spec should be updated to accurately describe this behavior. ## Expected Behavior The specification accurately documents that invariant reconciliation occurs at every phase boundary (before Strategize, Execute, and Apply), not just at the start of Strategize. Readers of the spec understand the full enforcement model and the rationale for multi-phase checking. ## Acceptance Criteria - [ ] `docs/specification.md` Invariant glossary entry updated to reflect enforcement at every phase boundary - [ ] Plan lifecycle section updated to document multi-phase invariant reconciliation - [ ] The enforcement points (before Strategize, Execute, Apply) are documented - [ ] The rationale for multi-phase enforcement (catching invariants added/modified between phases) is documented ## Subtasks - [ ] Review current `docs/specification.md` Invariant glossary entry - [ ] Update Invariant glossary entry to reflect multi-phase boundary enforcement - [ ] Update Plan Lifecycle section to document re-evaluation at each phase transition - [ ] Add rationale note explaining why multi-phase enforcement is used - [ ] Verify updated spec accurately matches implementation in `plan_lifecycle_service.py` ## Definition of Done This issue should be closed when: - The `docs/specification.md` Invariant glossary entry accurately describes enforcement at every phase boundary - The Plan Lifecycle section documents multi-phase invariant reconciliation with the specific enforcement points - The spec change has been reviewed and merged --- **Automated by CleverAgents Bot** Supervisor: Spec Evolution | Agent: spec-update-pool-supervisor --- **Automated by CleverAgents Bot** Agent: new-issue-creator
HAL9000 added this to the v3.9.0 milestone 2026-04-16 09:38:26 +00:00
HAL9000 commented 2026-04-16 09:40:53 +00:00
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Grooming Analysis

Quality Issues Found

  1. Missing Labels (4 required):

    • ✅ State/Unverified — Issue is in open/unverified state
    • ✅ Type/Spec — This is a specification update issue
    • ✅ Priority/High — Spec update for safety-critical invariant reconciliation
    • ✅ MoSCoW/Should have — Important spec update but not blocking

  2. Missing Milestone:

    • ✅ Assigned to v3.9.0 — Appropriate for spec documentation updates

Exemption Check

This issue is titled "Proposal [AUTO-SPEC-2]:..." which starts with "Proposal", not "[AUTO-". Per CONTRIBUTING.md rules, it is NOT exempt from label requirements and requires full label compliance.

Fixes Applied

✅ Applied all 4 required labels:

  • State/Unverified
  • Type/Spec
  • Priority/High
  • MoSCoW/Should have

✅ Set milestone to v3.9.0

Automated by CleverAgents Bot
Supervisor: Grooming | Agent: grooming-pool-supervisor | Worker: [AUTO-GROOM-9899]

## Grooming Analysis ### Quality Issues Found 1. **Missing Labels** (4 required): - ✅ State/Unverified — Issue is in open/unverified state - ✅ Type/Spec — This is a specification update issue - ✅ Priority/High — Spec update for safety-critical invariant reconciliation - ✅ MoSCoW/Should have — Important spec update but not blocking 2. **Missing Milestone**: - ✅ Assigned to v3.9.0 — Appropriate for spec documentation updates ### Exemption Check This issue is titled "Proposal [AUTO-SPEC-2]:..." which starts with "Proposal", not "[AUTO-". Per CONTRIBUTING.md rules, it is **NOT exempt** from label requirements and requires full label compliance. ### Fixes Applied ✅ Applied all 4 required labels: - State/Unverified - Type/Spec - Priority/High - MoSCoW/Should have ✅ Set milestone to v3.9.0 --- **Automated by CleverAgents Bot** Supervisor: Grooming | Agent: grooming-pool-supervisor | Worker: [AUTO-GROOM-9899]
HAL9000 commented 2026-04-16 09:41:45 +00:00
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[GROOMED]

Automated by CleverAgents Bot
Supervisor: Grooming | Agent: grooming-pool-supervisor | Worker: [AUTO-GROOM-9899]

[GROOMED] --- **Automated by CleverAgents Bot** Supervisor: Grooming | Agent: grooming-pool-supervisor | Worker: [AUTO-GROOM-9899]
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docs/auto-docs-8-a2a-rename-documentation
auto-docs-3-v340-v350
docs/timeline-update-2026-04-15
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fix/agent-task-list-memory-leak
bugfix/m4-plan-diff-correction-stub
pr-9247
docs/timeline-update-2026-04-17
timeline/day-106-2026-04-17-auto-time-1
fix/quality-gates-click82-compat
auto-arch-14/spec-anonymous-tool-enforcement
fix/issue-6441-session-create-json-output
fix/issue-6331-invariant-add-scope
timeline/day-106-2026-04-16-auto-time-1-v2
spec/auto-arch-23-minor-clarifications
timeline/day-106-2026-04-16-auto-time-2
docs/auto-docs-2-v380-v390
timeline/day-104-2026-04-14-auto-time-1
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auto-docs/changelog-architecture-readme
spec/auto-arch-21-v350-autonomy-hardening
chore/timeline-day-105-2026-04-15
docs/timeline-update-2026-04-15-auto-time-1
timeline/day-105-2026-04-15-auto-time-1
benchmark-ci
fix/plan-phase-migration-raw-sql-root-plan-id
auto-arch-12/spec-acms-context-tier-hydrator
timeline/day-106-2026-04-15-auto-time-1
feat/invariant-enforcement-strategize
feat/plan-tree-decision-rendering
feat/plan-correct-revert-append-modes
docs/auto-docs-4-fix-conflicts
docs/auto-docs-1-milestone-docs-v3.0.0-v3.1.0
feat/v3.4.0-acms-lifecycle-policy
pr-9220
fix/a2a-facade-optional-param-validation
feat/ci-guard-llm-secrets
pr-9214
feat/v3.3.0-subplan-status-tracking
feat/v3.3.0-merge-conflict-detection
uat/checkpoint-rollback-merge-tests
fix/pr-review-pool-supervisor-prefix-mismatch
feat/v3.3.0-spawn-subplan-step
auto-time-1-day103-cycle1-session6
feat/v3.8.0-agent-card-endpoint
docs/auto-docs-cycle-24-showcase-nav
auto-inf-3-consolidate-behave-fixtures
fix/issue-7663-docs-writer-missing
auto-time-1-day103-cycle2
docs/timeline-day-104-auto-time-1
auto-arch-16/spec-xml-prompt-injection-mitigation
bugfix/m4-invariant-persistence
uat-a2a-facade-tests-v350
bugfix/m3-behave-parallel-failed-chunk-logs
bugfix/7664-automation-tracking-label-requirements
docs/auto-time-1-timeline-update-2026-04-14
docs/auto-docs-1-milestone-v3-updates
fix/issue-6344-plan-execute-rich-output
docs/action-config-schema-api
fix/bug-hunt-supervisor-nonexistent-file-preflight
fix/retry-policy-model-missing-fields
docs/validation-gate-empty-run-guard
auto-arch-15/spec-retry-policy-canonical-fields
docs/lockservice-advisory-locking
docs/changelog-plan-fix-4197
spec/milestone-plan-section
docs/update-changelog-recent-features
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timeline/day-104-2026-04-14-cycle2
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docs/auto-docs-cycle-1-2026-04-12
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docs/developer-setup-guide
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spec/resource-event-types-clarification
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spec/three-way-merge-strategy-v3.3.0
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docs/auto-docs-1-milestone-overview
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feat/issue-6361-shell-safety-service-tui
spec/architecture-cycle-25-new-features
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docs/timeline-day-102-2026-04-12
docs/cycle-2-git-worktree-acms-hydrator
spec/arch-sandbox-cleanup-discovery
docs/timeline-day96-2026-04-08
docs/auto-docs-cycle-11
spec/fix-sandbox-strategy-protocol-name
spec/arch-acms-tier-hydration
fix/v3.4.0/context-settings-defaults
docs/add-example-repl-and-actor-run
docs/auto-docs-cycle-10-updates
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docs/showcase-all-examples-consolidated
docs/timeline-day-97
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docs/timeline-day99-2026-04-09-v2
docs/auto-docs-cycle-2-worktree-acms
spec/architecture-v3.8.0-milestone-plan
docs/api-lsp-acms-reference
improvement/agent-bug-hunt-pool-supervisor-yaml-syntax-fix
spec/project-delete-deleted-at-field
spec/architecture-provider-registry-tui-materializer
spec/document-reconciliation-blocked-error-5942
fix/issue-7482-git-log-injection
spec/devcontainer-auto-discovery-schema
feat/issue-6350-conversation-content-pruning
docs/update-module-guides-2026-04-10
timeline/day-100-2026-04-10-auto-time-cycle1
timeline/day-99-2026-04-09-auto-time-v2
docs/cycle-3-module-guides
timeline/day-99-2026-04-09-auto-time
pr-4226
spec/additional-llm-providers-gemini-groq-cohere-together-ollama-mistral
spec/document-context-tier-hydrator-6175
docs/timeline-day99-2026-04-09
spec/invariant-cli-clarifications
docs/add-example-project-init-and-context-management
spec/reconciliation-blocked-error-documentation
spec/fix-invariant-precedence-reference-5861
spec/fix-plan-correct-accepts-plan-id-5558
spec/fix-validation-attach-synopsis-5328
docs/timeline-day-99-cycle-1
docs/timeline-day-99-cycle-2
fix/actor-context-list-regex-arg
docs/timeline-day-99-cycle-3
spec/arch-security-mode-init
docs/auto-docs-cycle-9-updates
fix-resource-fix-resource-remove-to-check-correct-edge-table
feat/issue-6434-tui-env-var-expansion
fix/issue-6321-plan-prompt-timing-field
fix/issue-6322-resource-add-url-flag
feat/issue-6348-sessions-screen
spec/plan-show-command
temp
feat/harden-label-restrictions-1775753628
spec/invariant-reconciliation-failure-behavior
spec/add-reconciliation-failure-behavior-5942
spec/architecture-corrections-cycle3
spec/checkpoint-trigger-names-and-config-key-fix
spec/fix-ai-provider-interface-5801
spec/azure-api-version-default-update
docs/auto-docs-writer-cycle1-labels
spec/fix-resource-type-yaml-format-5622
spec/add-plan-revert-resume-commands-5574
docs/auto-docs-cycle-1-2026-04-09
spec/plan-correct-plan-id-or-decision-id-5558
spec/fix-subgraph-node-actor-ref-field-5427
issue/5284-master-ci-fix
timeline/day-99-2026-04-09-v2
merge-me
docs/session-3377-initial-docs-update
fix/llm-provider-subpackage-exports
spec/arce-acronym-and-tui-keybinding-fixes
spec/architecture-corrections-cycle2
spec/architecture-corrections-cycle1
docs/cycle-1-updates
spec/tui-clarifications-session-export-persona
docs/session-4940-2026-04-08-cycle1
spec/architecture-milestone-plan-v3.2-v3.7
docs/session-4743-2026-04-08-cycle1
docs/timeline-day-98
fix/plan-lifecycle-service-rollback-method
docs/timeline-day98-2026-04-08-v2
docs/add-example-action-and-plan-management
docs/session-2026-04-06-updates
docs/ca-docs-writer-v3.8.1-2026-04-05
fix/session-tell-stub-missing-panels-and-actor-execution
improvement/agent-arch-guard-clone-failure-handling
improvement/agent-test-infra-health-spam-fix-v2
fix-tdd-invert-non-assertion-exceptions
improvement/agent-arch-guard-clone-failure
bugfix/3472-fix-tdd-inversion-logic
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improvement/agent-supervisor-tracking-labels-v2
docs/timeline-day95-v2
docs/timeline-day95-final
docs/update-lsp-api-and-changelog
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docs/timeline-day95-final-2026-04-05
fix/a2a-plan-correct-rollback-wiring
docs/add-lsp-api-and-changelog-2026-04-05
fix/tool-registry-validation-type-discriminator
docs/v3.7.0-documentation-update
docs/ca-docs-writer-2026-04-05-cycle2
fix/invariant-set-merge-action-scope
docs/unreleased-feature-docs
fix/concurrency-cost-tracker-record-usage-race-condition
improvement/agent-ca-test-infra-improver-failure-handling
docs/update-changelog-mcp-plan-ci-2026-04-05
improvement/agent-pr-reviewer-milestone-prioritization
docs/timeline-day95-refresh-2026-04-05
improvement/agent-mandatory-labels-tracking-issues
docs/api-domain-providers-changelog-2026-04-05
docs/ca-docs-writer-2026-04-05
docs/timeline-day95-refresh
fix/skill-add-include-validation
docs/timeline-day-95-2026-04-05-update3
docs/timeline-day-95-2026-04-05-update2
docs/ci-incident-runbook-2597
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docs/shell-safety-api-and-readme-highlights
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feature/m8-tui-sessions-screen
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feature/m4-missing-builtin-tools
docs/v3.7.0-release-docs
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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
v3.9.0
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#9899
No description provided.