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cleveragents-core/docs/reference/phase_reversion.md
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refactor(autonomy): rename automation profile task flags to spec names
Renamed all 11 task-type confidence threshold fields in AutomationProfile
from phase-transition semantics to spec-defined task-type semantics.
Updated all 8 built-in profiles, CLI formatting, YAML schema, services,
and all Behave/Robot tests referencing the old field names.

Post-review fixes:
- Fixed 24 stale old field names in M6 fixture files
  (automation_profiles.json, autonomy_guardrails.json)
- Added model_validator(mode='before') to detect legacy field names
  and raise actionable ValueError with rename mapping
- Added semantic bridge comments in PlanLifecycleService mapping
  task-type thresholds to phase-transition gates
- Added threshold_field to structured log messages for observability
- Restored categorised CLI automation-profile show output to match
  spec (Phase Transitions / Decision Automation / Self-Repair /
  Execution Controls) instead of flat list
- Added missing access_network field to spec show output examples
  (Rich, Plain, JSON, YAML variants)
- Aligned ADR-017 profile fields table to all 11 fields with
  descriptions matching spec Automatable Tasks table
- Aligned automation_profiles.md threshold descriptions with spec
- Added spec section references in phase_reversion.md, error_recovery.md,
  and plan_execute.md for field naming context
- Extended repository roundtrip test to assert all 11 threshold fields
- Fixed benchmark _make_profile() passing safety fields as top-level
  kwargs instead of via SafetyProfile sub-model (incompatible with
  extra="forbid")
- Aligned CLI JSON/YAML output structure for automation-profile show
  with the specification grouped format (phase_transitions,
  decision_automation, self_repair, execution_controls)
- Moved safety boolean fields into the Execution Controls section
  of Rich output per spec examples
- Reverted auto profile description to "Fully automatic except apply"
  per specification (line 16703, line 28406)
- Improved bridge comments in test steps with semantic context for
  threshold-to-gate mappings

ISSUES CLOSED: #902
2026-03-30 13:18:07 +01:00

2.7 KiB

Phase Reversion State Machine

Phase reversion allows plans to return to an earlier lifecycle phase when the current strategy proves unworkable. This enables adaptive re-planning without discarding accumulated context.

Reversion Paths

Source Phase Target Phase Trigger
Execute Strategize Validation failures block apply; constraints too restrictive
Apply (constrained) Strategize Cannot proceed within current strategy constraints

Automation Profile Thresholds

Automatic reversion is gated by the plan's resolved AutomationProfile:

Threshold Controls (see spec § Automatable Tasks for field naming)
access_network Auto-revert when Apply is constrained. < 1.0 = automatic, 1.0 = manual only
delete_content Auto-revert from Execute to Strategize. < 1.0 = automatic, 1.0 = manual only

Built-in profile defaults:

Profile access_network delete_content
manual 1.0 (never auto) 1.0
review 1.0 1.0
trusted 1.0 1.0
auto 1.0 0.0
ci 0.0 (always auto) 0.0
full-auto 0.0 0.0

Loop Guard

Every plan tracks a reversion_count field. Each reversion increments this counter. The maximum number of reversions per plan execution is 3 (Plan.MAX_REVERSIONS). Once this limit is reached, both automatic and manual reversions are blocked.

This prevents infinite strategize-execute-revert cycles when the underlying problem cannot be resolved through re-planning alone.

Decision Recording

Each reversion is recorded as a reversion decision in the plan's decisions list with the following fields:

Field Type Description
type str Always "reversion"
source_phase str Phase the plan was in before reversion
target_phase str Phase the plan reverted to
reason str Human-readable reason for the reversion
timestamp str ISO 8601 timestamp
reversion_number int 1-based reversion counter

Manual Reversion

Plans can be manually reverted via the CLI:

agents plan revert <plan_id> --to-phase strategize --reason "constraints too strict"

Manual reversion is subject to the same loop guard (max 3 reversions) but ignores automation profile thresholds.

State Reset on Reversion

When a plan is reverted:

  1. The phase is set to the target phase.
  2. The processing_state is reset to QUEUED.
  3. The error_message is cleared.
  4. The reversion_count is incremented.
  5. The updated_at timestamp is refreshed.
  6. Context and sandbox state are preserved.