fix(strategize): propagate actor options (openai_api_base, openai_api_key) to LLM client creation in Strategize/Execute paths #11257

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HAL9000 merged 4 commits from bugfix/m5-actor-options-ignored into master 2026-05-29 00:09:42 +00:00

Conversation 15 Commits 4 Files Changed 16

+775 -100

CoreRasurae commented 2026-05-28 13:40:51 +00:00

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Summary

Propagates actor-level YAML options (such as openai_api_base and openai_api_key) through to ProviderRegistry.create_llm() in the Strategize and Execute phases, and in session-based workflows.

Previously these options were silently ignored, causing LLM calls to fall back to the real OpenAI internet endpoint instead of the user-configured local backend.

Root Cause

Two independent gaps:

1. ActorConfigSchema silently dropped options — no options field, and Pydantic v2 defaults to extra='ignore', so options was stripped during validation.

2. Four call sites never forwarded options to create_llm() — StrategyActor._execute_with_llm(), LLMStrategizeActor.execute(), LLMExecuteActor.execute(), and SessionWorkflow._resolve_llm() all created the LLM with zero extra kwargs.

Changes

New shared utility (src/cleveragents/actor/config.py)

• build_llm_kwargs_from_options() — extracts openai_api_base, openai_api_key (via __api_key_sentinel), and other allowed kwargs from actor options dict
• _ALLOWED_LLM_OPTIONS / _RESERVED_LLM_OPTIONS constants

Schema fix (src/cleveragents/actor/schema.py)

• Added options: dict[str, Any] field to ActorConfigSchema

Lifecycle/protocol additions

• PlanLifecycleService.resolve_actor_options() — retrieves options from actor config_blob
• Added resolve_actor_options() to LifecycleService protocol (strategy_resolution.py)
• Added resolve_actor_options() to PlanLifecycleProtocol (llm_actors.py)
• build_actor_options_resolver() utility in strategy_resolution.py

Fixed 4 call sites

• StrategyActor._execute_with_llm() — resolves options before calling create_llm()
• LLMStrategizeActor.execute() — resolves options before calling create_llm()
• LLMExecuteActor.execute() — resolves options before calling create_llm()
• SessionWorkflow._resolve_llm() — new actor_options_resolver parameter

Refactored reactive path

• reactive/stream_router.py and reactive/tool_caller.py now use build_llm_kwargs_from_options() instead of inline copies

Wiring

• CLI _build_actor_options_resolver() wired to SessionWorkflow
• A2A facade _build_actor_options_resolver_for_session_workflow() wired

Tests

• features/actor_options_propagation.feature — 14 BDD scenarios passing

Closes #11256

## Summary Propagates actor-level YAML `options` (such as `openai_api_base` and `openai_api_key`) through to `ProviderRegistry.create_llm()` in the Strategize and Execute phases, and in session-based workflows. Previously these options were silently ignored, causing LLM calls to fall back to the real OpenAI internet endpoint instead of the user-configured local backend. ## Root Cause Two independent gaps: 1. **`ActorConfigSchema` silently dropped `options`** — no `options` field, and Pydantic v2 defaults to `extra='ignore'`, so `options` was stripped during validation. 2. **Four call sites never forwarded options to `create_llm()`** — `StrategyActor._execute_with_llm()`, `LLMStrategizeActor.execute()`, `LLMExecuteActor.execute()`, and `SessionWorkflow._resolve_llm()` all created the LLM with zero extra kwargs. ## Changes ### New shared utility (`src/cleveragents/actor/config.py`) - `build_llm_kwargs_from_options()` — extracts `openai_api_base`, `openai_api_key` (via `__api_key_sentinel`), and other allowed kwargs from actor options dict - `_ALLOWED_LLM_OPTIONS` / `_RESERVED_LLM_OPTIONS` constants ### Schema fix (`src/cleveragents/actor/schema.py`) - Added `options: dict[str, Any]` field to `ActorConfigSchema` ### Lifecycle/protocol additions - `PlanLifecycleService.resolve_actor_options()` — retrieves options from actor `config_blob` - Added `resolve_actor_options()` to `LifecycleService` protocol (strategy_resolution.py) - Added `resolve_actor_options()` to `PlanLifecycleProtocol` (llm_actors.py) - `build_actor_options_resolver()` utility in strategy_resolution.py ### Fixed 4 call sites - `StrategyActor._execute_with_llm()` — resolves options before calling `create_llm()` - `LLMStrategizeActor.execute()` — resolves options before calling `create_llm()` - `LLMExecuteActor.execute()` — resolves options before calling `create_llm()` - `SessionWorkflow._resolve_llm()` — new `actor_options_resolver` parameter ### Refactored reactive path - `reactive/stream_router.py` and `reactive/tool_caller.py` now use `build_llm_kwargs_from_options()` instead of inline copies ### Wiring - CLI `_build_actor_options_resolver()` wired to `SessionWorkflow` - A2A facade `_build_actor_options_resolver_for_session_workflow()` wired ### Tests - `features/actor_options_propagation.feature` — 14 BDD scenarios passing Closes #11256

CoreRasurae added this to the v3.4.0 milestone 2026-05-28 13:40:51 +00:00

CoreRasurae added 1 commit 2026-05-28 13:40:51 +00:00

fix(strategize): propagate actor options.openai_api_base and options.openai_api_key to LLM client creation in Strategize/Execute paths ... 7a7d3b8121

Extract shared build_llm_kwargs_from_options() utility in actor/config.py
that converts actor-level YAML options (openai_api_base, openai_api_key,
temperature, max_tokens, etc.) into kwargs for ProviderRegistry.create_llm().

Add options field to ActorConfigSchema so it survives Pydantic validation
instead of being silently dropped by extra='ignore' default.

Add resolve_actor_options() to PlanLifecycleService and both LifecycleService
and PlanLifecycleProtocol protocols so every call site can retrieve the
actor's config_blob.options dict.

Fix the four call sites that previously called create_llm() with zero extra
kwargs, preventing local/custom LLM backends from working:

- StrategyActor._execute_with_llm() in strategy_actor.py
- LLMStrategizeActor.execute() in llm_actors.py
- LLMExecuteActor.execute() in llm_actors.py
- SessionWorkflow._resolve_llm() in session_workflow.py

Refactor reactive path (stream_router.py, tool_caller.py) to use the
shared build_llm_kwargs_from_options() utility instead of inline copies.

Wire actor_options_resolver through CLI session builder and A2A facade.

ISSUES CLOSED: #11256

CoreRasurae added the

Type

Bug

Priority

Critical

labels 2026-05-28 13:43:34 +00:00

HAL9000 added the controller-managed label 2026-05-28 13:44:36 +00:00

CoreRasurae force-pushed bugfix/m5-actor-options-ignored from 7a7d3b8121 to 0ecacf9f22 2026-05-28 13:48:32 +00:00 Compare

CoreRasurae added a new dependency 2026-05-28 13:48:54 +00:00

#11256 Actor `options` (`openai_api_base`, `openai_api_key`) ignored in Strategize/Execute paths — LLM calls fall back to real OpenAI instead of local backend

HAL9000 force-pushed bugfix/m5-actor-options-ignored from 0ecacf9f22 to 9a10e79b02 2026-05-28 14:02:28 +00:00 Compare

HAL9000 force-pushed bugfix/m5-actor-options-ignored from 9a10e79b02 to 080e1d5e3f 2026-05-28 19:46:09 +00:00 Compare

HAL9000 added 1 commit 2026-05-28 20:10:24 +00:00

fix(tests): add resolve_actor_options to mock lifecycle helpers ... 4f53c21a7e

The PR added resolve_actor_options() to StrategyActor, LLMStrategizeActor,
and LLMExecuteActor, but the three mock lifecycle SimpleNamespace objects
used by tests did not include this method, causing AttributeError at
runtime:

- features/mocks/mock_strategy_llm.py: make_mock_lifecycle() used by
  robot/helper_strategy_actor.py (strategy_actor.robot llm-json test)
  and features/steps/strategy_actor_llm_steps.py
- features/steps/llm_actors_coverage_steps.py: _make_mock_lifecycle()
  used by llm_actors_coverage.feature scenarios
- robot/helper_m5_e2e_context.py: inline lifecycle SimpleNamespace
  used by m5_e2e_verification.robot Execute Phase LLM Uses ACMS Context

All three now include resolve_actor_options=MagicMock(return_value=None)
matching the None-return contract the actors use when no custom backend
is configured.

ISSUES CLOSED: #11256

HAL9000 added 1 commit 2026-05-28 21:03:38 +00:00

fix(actor): top-level config keys take precedence over options block duplicates ... 8d9cedce8c

In both ToolCallingLLMCaller._resolve_llm and SimpleLLMAgent._resolve_llm,
the options block was merged after top-level keys were applied, causing
llm_kwargs.update(...) to overwrite top-level temperature/max_tokens/
max_retries with any duplicate values from the options block.

Fix: apply build_llm_kwargs_from_options first, then re-apply the
top-level extracted values so they always win.

ISSUES CLOSED: #11243 #11223

HAL9000 added the auto/claimed-merge label 2026-05-28 21:35:06 +00:00

HAL9000 commented 2026-05-28 21:35:06 +00:00

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HAL9000 force-pushed bugfix/m5-actor-options-ignored from 8d9cedce8c to fae4384370 2026-05-28 21:35:09 +00:00 Compare

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HAL9000 added 1 commit 2026-05-28 23:35:35 +00:00

chore: re-trigger CI [controller] 8cace12f66

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HAL9000 commented 2026-05-29 00:09:37 +00:00

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Claimed by merge_drive.py (pid 1264876) until 2026-05-29T01:39:37.590838+00:00.

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<!-- merge_drive.py: claim --> Claimed by `merge_drive.py` (pid 1264876) until `2026-05-29T01:39:37.590838+00:00`. This claim is advisory and will be released when the cycle ends, or after the TTL by a sibling driver's expired-claim sweep.

HAL9001 approved these changes 2026-05-29 00:09:41 +00:00

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Approved by the controller reviewer stage (workflow 19).

Approved by the controller reviewer stage (workflow 19).

HAL9000 merged commit 0fa82ee6a0 into master 2026-05-29 00:09:42 +00:00

HAL9000 removed the auto/claimed-merge label 2026-05-29 00:09:43 +00:00

HAL9000 referenced this issue from a commit 2026-05-29 00:09:43 +00:00

Merge pull request 'fix(strategize): propagate actor options (openai_api_base, openai_api_key) to LLM client creation in Strategize/Execute paths' (#11257) from bugfix/m5-actor-options-ignored into master

HAL9000 commented 2026-05-31 16:08:09 +00:00

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event occurred 2026-05-28T13:54:29.105366+00:00

🌱 Grooming: proceed — PR cleared for processing.

(check no_duplicates, category no_duplicates)

PR #11257 is a focused bugfix for actor options (openai_api_base, openai_api_key) not being propagated through LLM client creation in Strategize, Execute, and session workflow paths. Searched open PRs by component name (ActorConfigSchema, StrategyActor, LLMStrategizeActor, LLMExecuteActor, SessionWorkflow) and by semantic keywords (propagate, options, actor configuration). Related PRs (#10587, #10660, #10676) address broader LLM provider abstraction and multi-provider support but do not overlap with this targeted options-propagation bugfix. No duplicates found.

*event occurred 2026-05-28T13:54:29.105366+00:00* **🌱 Grooming: proceed** — PR cleared for processing. (check `no_duplicates`, category `no_duplicates`) PR #11257 is a focused bugfix for actor options (openai_api_base, openai_api_key) not being propagated through LLM client creation in Strategize, Execute, and session workflow paths. Searched open PRs by component name (ActorConfigSchema, StrategyActor, LLMStrategizeActor, LLMExecuteActor, SessionWorkflow) and by semantic keywords (propagate, options, actor configuration). Related PRs (#10587, #10660, #10676) address broader LLM provider abstraction and multi-provider support but do not overlap with this targeted options-propagation bugfix. No duplicates found. <!-- controller:fingerprint:bd943fc5190457ff -->

HAL9000 commented 2026-05-31 16:08:10 +00:00

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event occurred 2026-05-28T13:58:30.893624+00:00

📋 Estimate: tier 1.

13 files changed (+759/-93) across multiple subsystems: new utility module, Pydantic schema addition, protocol interface extensions on LifecycleService/PlanLifecycleProtocol, 4 call-site fixes, reactive path refactor, CLI and A2A facade wiring, and 14 new BDD scenarios. Protocol additions have downstream coupling implications. CI integration_tests gate is currently failing (1/7 Robot tests), requiring cross-file diagnosis to resolve. Multi-file, cross-subsystem scope with new logic and test work is a clear Tier 1 fit; not Tier 2 because the fix approach is well-understood and requires no repo-wide architectural research.

*event occurred 2026-05-28T13:58:30.893624+00:00* **📋 Estimate: tier 1.** 13 files changed (+759/-93) across multiple subsystems: new utility module, Pydantic schema addition, protocol interface extensions on LifecycleService/PlanLifecycleProtocol, 4 call-site fixes, reactive path refactor, CLI and A2A facade wiring, and 14 new BDD scenarios. Protocol additions have downstream coupling implications. CI integration_tests gate is currently failing (1/7 Robot tests), requiring cross-file diagnosis to resolve. Multi-file, cross-subsystem scope with new logic and test work is a clear Tier 1 fit; not Tier 2 because the fix approach is well-understood and requires no repo-wide architectural research. <!-- controller:fingerprint:1e63ea274ecd4423 -->

HAL9000 commented 2026-05-31 16:08:12 +00:00

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(attempt #3, tier 1)

event occurred 2026-05-28T14:03:18.138476+00:00

🔧 Implementer attempt — rebased.

Pushed 1 commit: 9a10e79.

_(attempt #3, tier 1)_ *event occurred 2026-05-28T14:03:18.138476+00:00* **🔧 Implementer attempt — `rebased`.** Pushed 1 commit: `9a10e79`. <!-- controller:fingerprint:05960b45fd7adf5a -->

HAL9000 commented 2026-05-31 16:08:24 +00:00

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event occurred 2026-05-28T19:44:06.346313+00:00

🌱 Grooming: proceed — PR cleared for processing.

(check no_duplicates, category no_duplicates)

PR #11257 addresses a unique gap in the actor options propagation pipeline: ActorConfigSchema silently dropped options, and four call sites (StrategyActor, LLMStrategizeActor, LLMExecuteActor, SessionWorkflow) never forwarded options to create_llm(). No other open PR targets this specific configuration-to-LLM-creation coupling. Related PRs address LLM provider abstraction, cost tracking, or actor loading—all orthogonal to option propagation.

*event occurred 2026-05-28T19:44:06.346313+00:00* **🌱 Grooming: proceed** — PR cleared for processing. (check `no_duplicates`, category `no_duplicates`) PR #11257 addresses a unique gap in the actor options propagation pipeline: ActorConfigSchema silently dropped options, and four call sites (StrategyActor, LLMStrategizeActor, LLMExecuteActor, SessionWorkflow) never forwarded options to create_llm(). No other open PR targets this specific configuration-to-LLM-creation coupling. Related PRs address LLM provider abstraction, cost tracking, or actor loading—all orthogonal to option propagation. <!-- controller:fingerprint:f14468fff8bdb997 -->

HAL9000 commented 2026-05-31 16:08:25 +00:00

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event occurred 2026-05-28T19:45:47.490240+00:00

📋 Estimate: tier 1.

Cross-subsystem change touching 13 files (+759/-93): new actor/config.py utility, schema additions, lifecycle protocol extensions across multiple layers (strategy_resolution.py, llm_actors.py), 4 fixed call sites (StrategyActor, LLMStrategizeActor, LLMExecuteActor, SessionWorkflow), reactive path refactor (stream_router.py, tool_caller.py), CLI/A2A facade wiring, and 14 new BDD scenarios. CI has two real failures: unit_tests shows a traceback-outside-scenario (test setup/teardown error in Behave) and integration_tests has 1/7 Robot tests failing on paths directly touched by this PR. Standard multi-file cross-subsystem engineering work with failing tests to diagnose and fix.

*event occurred 2026-05-28T19:45:47.490240+00:00* **📋 Estimate: tier 1.** Cross-subsystem change touching 13 files (+759/-93): new actor/config.py utility, schema additions, lifecycle protocol extensions across multiple layers (strategy_resolution.py, llm_actors.py), 4 fixed call sites (StrategyActor, LLMStrategizeActor, LLMExecuteActor, SessionWorkflow), reactive path refactor (stream_router.py, tool_caller.py), CLI/A2A facade wiring, and 14 new BDD scenarios. CI has two real failures: unit_tests shows a traceback-outside-scenario (test setup/teardown error in Behave) and integration_tests has 1/7 Robot tests failing on paths directly touched by this PR. Standard multi-file cross-subsystem engineering work with failing tests to diagnose and fix. <!-- controller:fingerprint:83bfc9a9461f194a -->

HAL9000 commented 2026-05-31 16:08:27 +00:00

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(attempt #6, tier 1)

event occurred 2026-05-28T19:46:37.111234+00:00

🔧 Implementer attempt — rebased.

Pushed 1 commit: 080e1d5.

_(attempt #6, tier 1)_ *event occurred 2026-05-28T19:46:37.111234+00:00* **🔧 Implementer attempt — `rebased`.** Pushed 1 commit: `080e1d5`. <!-- controller:fingerprint:83df587f8f8584c3 -->

HAL9000 commented 2026-05-31 16:08:34 +00:00

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(attempt #7, tier 1)

event occurred 2026-05-28T20:10:35.168505+00:00

🔧 Implementer attempt — resolved.

Pushed 1 commit: 4f53c21.

Files touched: features/mocks/mock_strategy_llm.py, features/steps/llm_actors_coverage_steps.py, robot/helper_m5_e2e_context.py.

_(attempt #7, tier 1)_ *event occurred 2026-05-28T20:10:35.168505+00:00* **🔧 Implementer attempt — `resolved`.** Pushed 1 commit: `4f53c21`. Files touched: `features/mocks/mock_strategy_llm.py`, `features/steps/llm_actors_coverage_steps.py`, `robot/helper_m5_e2e_context.py`. <!-- controller:fingerprint:d8e35dd5059c81d8 -->

HAL9000 commented 2026-05-31 16:08:36 +00:00

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(attempt #8, tier 1)

event occurred 2026-05-28T21:03:50.425437+00:00

🔧 Implementer attempt — resolved.

Pushed 1 commit: 8d9cedc.

Files touched: src/cleveragents/reactive/stream_router.py, src/cleveragents/reactive/tool_caller.py.

_(attempt #8, tier 1)_ *event occurred 2026-05-28T21:03:50.425437+00:00* **🔧 Implementer attempt — `resolved`.** Pushed 1 commit: `8d9cedc`. Files touched: `src/cleveragents/reactive/stream_router.py`, `src/cleveragents/reactive/tool_caller.py`. <!-- controller:fingerprint:69d0692b71eb686d -->

HAL9000 commented 2026-05-31 16:08:37 +00:00

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event occurred 2026-05-28T21:25:29.660618+00:00

✅ Approved

Reviewed at commit 8d9cedc.

Confidence: high.

*event occurred 2026-05-28T21:25:29.660618+00:00* **✅ Approved** Reviewed at commit `8d9cedc`. Confidence: high. <!-- controller:fingerprint:640107220718999c -->

HAL9000 commented 2026-05-31 16:08:44 +00:00

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(attempt #10, tier 1)

event occurred 2026-05-28T23:37:43.730072+00:00

🔧 Implementer attempt — blocked.

Blockers:

• agent-side push detected: remote bugfix/m5-actor-options-ignored is at 8cace12f66 but dispatch base was fae4384370. The implementer pushed from inside the worktree (forbidden by the git contract) OR a third party pushed during the attempt. Re-dispatch will re-prefetch and pick up the new head.

_(attempt #10, tier 1)_ *event occurred 2026-05-28T23:37:43.730072+00:00* **🔧 Implementer attempt — `blocked`.** Blockers: - agent-side push detected: remote bugfix/m5-actor-options-ignored is at 8cace12f66d4 but dispatch base was fae438437000. The implementer pushed from inside the worktree (forbidden by the git contract) OR a third party pushed during the attempt. Re-dispatch will re-prefetch and pick up the new head. <!-- controller:fingerprint:26d09b4da9a0fde9 -->

HAL9000 commented 2026-05-31 16:08:45 +00:00

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(attempt #11, tier 2)

event occurred 2026-05-28T23:40:05.687706+00:00

🔧 Implementer attempt — ci-not-ready.

_(attempt #11, tier 2)_ *event occurred 2026-05-28T23:40:05.687706+00:00* **🔧 Implementer attempt — `ci-not-ready`.** <!-- controller:fingerprint:618fd1f1b04f8a50 -->

HAL9000 commented 2026-05-31 16:08:46 +00:00

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event occurred 2026-05-29T00:02:19.173183+00:00

✅ Approved

Reviewed at commit 8cace12.

Confidence: high.

*event occurred 2026-05-29T00:02:19.173183+00:00* **✅ Approved** Reviewed at commit `8cace12`. Confidence: high. <!-- controller:fingerprint:e080c6e7dee3ccf3 -->

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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 Label controller-managed

Priority

Critical

Type

Bug

Milestone

No items

No Milestone v3.4.0

Projects

Clear projects

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Assignees

Clear assignees

aditya (Aditya Chhabra) aleenaumair (Aleena Umair) brent.edwards (Brent Edwards) CoreRasurae (Luis Mendes) drew (Drew Morris) eugen.thaci (Eugen Thaci) freemo (Jeffrey Phillips Freeman) HAL9000 (HAL 9000) HAL9001 (HAL9001) hamza.khyari (Hamza Khyari) hurui200320 (Rui Hu) justin.morris khird (Kyle Hird) org.cleveragents

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3 Participants

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Due Date

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Blocks

#11256 Actor `options` (`openai_api_base`, `openai_api_key`) ignored in Strategize/Execute paths — LLM calls fall back to real OpenAI instead of local backend

cleveragents/cleveragents-core

Reference: cleveragents/cleveragents-core#11257