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Land review-fix lanes + punch list; merge manager-mode master (bd-dm3 et al.) - #109

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DaveGerson merged 39 commits into
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Jul 6, 2026
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Land review-fix lanes + punch list; merge manager-mode master (bd-dm3 et al.)#109
DaveGerson merged 39 commits into
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claude/readme-main-goal-ye2fk6

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@DaveGerson DaveGerson commented Jun 27, 2026

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Summary

Lands the full output of the tiered adversarial review of 7123076..592bc6e — 13 fix-lane beads plus the 14-item bd-dm3 punch list — and reconciles the branch with master's manager-mode PMO work. (Supersedes the original README-reframe scope of this PR; those commits are included in the branch history.)

Fix lanes (13 beads, P1/P2)

  • Planner gate lane: shared audit predicate between RiskStage and ValidationStage, headless/forge classifier parity, PlanQualityError → structured 422s (3e67452)
  • Doctor lane: read-only WAL-safe baton doctor (temp-copy sqlite probe), BATON_TASK_ID honored, exit 1 on failed checks (1bf0cfc)
  • Knowledge lane: registry/doctor hardened against malformed packs (per-pack isolation, TF-IDF rebuild in finally, frontmatter/Unicode guards) (129bac4)
  • Teams/distribute lane: YAML-based teammate-safety audit, agent starter templates shipped by installers (dd7dded)

bd-dm3 punch list (14 low-severity items) (30283b5)

Hermetic-test HOME sandbox, quickstart knowledge wiring, --explain+--json JSON payload, dotted-stem doc resolution, expanduser + strict missing-root in knowledge doctor, knowledge CLI docs section, phantom talent-manager alias removed, POSIX report paths, warning ordering, reference-count sync, mid-run backend-error semantics documented+tested, golden-test env isolation, NTFS writability caveat.

Merge with master (0f24f88)

Both sides claimed schema migration 46 — master's manager_mode keeps v46 (published), plan_diagnostics renumbered to v47; _upsert_plan/_load_plan_struct carry both columns. ab_cmd and the terse-test Path patch take master's versions.

Verification

  • Full suite A/B: 175 failures on this machine are byte-identical at baseline HEAD (Windows-env artifacts: bd backend, POSIX modes, sandbox) — zero regressions from this branch.
  • Post-merge: storage/models/cli/api/engine/planning/manager/knowledge suites — 1480 passed, only the 4 known pre-existing failures.
  • Final code-review sweep over 592bc6e..HEAD: SHIP.

🤖 Generated with Claude Code

https://claude.ai/code/session_01VMHTtWVqejqqnSQFGXsnLL

claude and others added 30 commits June 27, 2026 13:46
- templates/CLAUDE.md: rename "Assurance Surface" -> "Regulated Domain
  Guardrails" with a regulated-domain-only lead sentence
- docs/cli-reference.md: rename the "Govern" command-group label ->
  "Guardrails" (overview table + section heading); no command names changed

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01STWtVAbCs4gj175c4oWXMJ
Keep the "coordinated team of AI specialists" hero, reframe the lead around
plan/team/dispatch/checks, add a concise four-goals list, and replace the
stale Why table with the pillar-aware one so the published site matches the
README's framing.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01STWtVAbCs4gj175c4oWXMJ
- New docs/pillars.md: high-level four-pillar map with a Mermaid flow of an
  effort moving through the pillars, per-pillar dive-deeper links, and a
  pillar->docs mapping table
- mkdocs.yml: enable Mermaid (superfences custom fence), surface "The Four
  Pillars" in nav under Home, refresh site_description to the new framing
- docs/index.md: link the homepage to the pillars page
- docs/agent-roster.md: add "Pillar context" callout (Pillar 2)

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01STWtVAbCs4gj175c4oWXMJ
…ernance pages

- architecture.md: "How this maps to the four pillars" section + Mermaid visual
- high-level-design.md: pillar-context callout + per-component pillar tags
- orchestrator-usage / engine-and-runtime: Pillar 1 & 3 callouts
- governance-knowledge-and-events: Pillar 4 callout

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01STWtVAbCs4gj175c4oWXMJ
…arn pages

- storage-sync-and-pmo: Pillar 3 callout
- observe-learn-and-improve: supporting-layer callout (all four pillars);
  honest learning-maturity caveats preserved

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01STWtVAbCs4gj175c4oWXMJ
… gap)

Make "The Four Pillars" a nav section with pillars.md as the index and four
deep pages beneath it. Each page documents the vision, what ships today
(grounded in the engine/CLI), and the honest gap between them:

- plan-with-foresight: classifier fallback, ±50% forecast, rule-based foresight,
  complexity-assessment limits, plan-review off by default
- compose-the-right-team: limited flavor coverage, on-demand creation friction,
  heuristic mis-routes, context rot mitigated not eliminated
- right-agent-right-time: bd-3f80 token-ceiling gap, claude-teams no-resume,
  agent_synthesis declared-but-not-dispatched
- checks-and-balances: souls experimental + bd-1ca2, signing depends on souls,
  process-level sandbox, classifier API-key dependency (no self-improving claim)

Strict MkDocs build passes; pillars index + nav wired to the new pages.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01STWtVAbCs4gj175c4oWXMJ
DaveGerson and others added 9 commits July 2, 2026 00:12
Extract a shared requires_audit_coverage predicate so RiskStage injects
the auditor for every task ValidationStage would block, run the
DataClassifier server-side on the headless/forge path and merge risk as
max(LLM, keyword, classifier), and map PlanQualityError to structured
422 responses (with SSE failure event) instead of opaque 500s. Repair
the test_archetype_decomposition fixture and document the true gate
defaults plus BATON_DEV_MODE/BATON_PLANNER_WARN_ONLY/
BATON_TEAMS_BACKEND_STRICT.

Closes bd-xjm, bd-3ba, bd-45e, bd-74e, bd-fnn.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01VMHTtWVqejqqnSQFGXsnLL
Probe active-task sqlite state through a temp-copy accessor in
core/storage so WAL sidecars never land in team-context, pass
--no-optional-locks to every doctor git call, exit 1 when any check
errors, resolve BATON_TASK_ID ahead of the sqlite pointer, and record
degraded probes in check details instead of swallowing them.

Closes bd-2c0, bd-c09, bd-mjm, bd-4j0.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01VMHTtWVqejqqnSQFGXsnLL
Wrap per-pack loads so one bad pack no longer truncates the registry,
rebuild the TF-IDF index in a finally block, guard non-mapping
manifests and frontmatter, and widen error handling to
UnicodeDecodeError with actionable invalid-doc-frontmatter,
invalid-manifest, and unreadable-doc issues.

Closes bd-c5g, bd-sa4.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01VMHTtWVqejqqnSQFGXsnLL
Replace the hand-rolled frontmatter line scan in
audit_agents_for_teammate_safety with the shared parse_frontmatter
utility so zero-indent block sequences flag and comment-only keys do
not, and install templates/agents/*.md through all three installers so
the talent-builder contract points at files that exist.

Closes bd-pg5, bd-3cj.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01VMHTtWVqejqqnSQFGXsnLL
…cs sync (bd-dm3)

Fourteen low-severity findings from the tiered chunk review
(7123076..592bc6e), landed as one pass:

- tests/conftest.py: autouse _sandbox_home fixture redirects HOME/
  USERPROFILE to a tmp dir so IntelligentPlanner's eager
  ~/.claude/knowledge load can't leak real packs into ~134 tests (L1)
- quickstart.py: knowledge registry now loads with project_root (L2)
- plan_cmd.py: --explain + --json in no-save mode emits a single JSON
  payload with an "explanation" key instead of dropping --json (L3)
- knowledge doctor: dotted-stem docs resolve via name+".md" fallback
  (L4), --knowledge-root expanduser (L5), --strict emits missing-root
  issue and exits 1 for missing explicit roots (L6)
- docs/cli-reference.md: new Knowledge Commands section, 13 subcommands
  verified against argparse (L7)
- talent-manager alias claims deleted from agent-authoring.md and
  agent-roster.md — alias never existed in AgentRegistry (L8)
- team_backends.py: report_path is POSIX-relative (L9); step-specific
  warnings ordered before static claude-teams caveats so the capped
  dispatch summary keeps actionable notes (L10)
- reference inventory count synced to 20 in CLAUDE.md, GEMINI.md,
  references/CLAUDE.md, README.md (L11)
- executions.py: documented + regression-tested the deliberate
  semantic split for UnknownTeamBackendError at start vs mid-run (L12)
- test_plan_quality_golden.py: autouse delenv for the planner gate
  env trio (L13)
- diagnostics_cmd.py: writable-check caveat (os.access metadata only,
  NTFS ACLs not evaluated) surfaced in check details (L14)

Regression tests added for L3/L4/L6/L9/L10/L12. Full-suite A/B against
baseline HEAD confirmed zero regressions (175 failures identical at
baseline; Windows-env artifacts: bd backend, POSIX modes, sandbox).

Closes bd-dm3.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01VMHTtWVqejqqnSQFGXsnLL
Both sides claimed schema migration 46: master shipped manager_mode
(INTEGER) and this branch shipped plan_diagnostics (TEXT). Master's v46
is published, so plan_diagnostics is renumbered to v47 and
SCHEMA_VERSION bumped to 47; _upsert_plan/_load_plan_struct now carry
both columns. ab_cmd.py and the test_plan_cmd_terse.py Path.resolve
patch take master's cooperative-parser/Path-equality versions (the
shared knowledge __init__.py supports both registration APIs).

Post-merge verification: storage, models, cli, api, engine, planning,
manager, knowledge suites — 1480 passed; only the 4 known pre-existing
environment failures (planner_review, occ_start) remain, identical to
the pre-merge baseline.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01VMHTtWVqejqqnSQFGXsnLL
@DaveGerson DaveGerson changed the title docs: reframe README and docs around the four-pillar project-management thesis Land review-fix lanes + punch list; merge manager-mode master (bd-dm3 et al.) Jul 6, 2026
@DaveGerson
DaveGerson merged commit 2149bd7 into master Jul 6, 2026
2 checks passed
@DaveGerson
DaveGerson deleted the claude/readme-main-goal-ye2fk6 branch July 6, 2026 15:58
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