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docs: define durable fork carry reconciliation path - #146

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quinnbot-ai wants to merge 8 commits into
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fm/carry-deployment-path
Open

docs: define durable fork carry reconciliation path#146
quinnbot-ai wants to merge 8 commits into
mainfrom
fm/carry-deployment-path

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Purpose

Defines the safe, repeatable recovery path when the distribution fork carries commits that are no longer on the advancing upstream line.

Verified current topology

  • Upstream delivery base: origin/main at 1cb900c28faf23fe23c9bb54e63f7c3b436ea096.
  • Fork base before reconciliation: fork/main at b998cd3d6280651129ecb1f3648ba41b549ea33a.
  • Shared ancestor: 03bb1d8b78a8632ae2d9cea4c10868eb100e885e.
  • The upstream line has seven commits after that ancestor.
  • The fork carries, in dependency order, are:
    1. facfe5a43e5626c24943fbdb86fc0ea9eb4cdc66 - Herdr sidebar legibility.
    2. a93796dc6abd140dcbaebaca3c49841fa73b9b0c - recycled worktree state reads.
    3. d9087543ca48e63ce3adf03a5eb2e511aa60a0b9 - inactive outcome identity.
    4. b998cd3d6280651129ecb1f3648ba41b549ea33a - exact-head Actions fallback and gh shim.

Each carry is currently reachable from fork/main, and the pinned worktree remains untouched.

Decision

Use this PR as a normal pull request from the current upstream-based branch into quinnbot-ai/firstmate:main.

When landing it, select Create a merge commit. Do not squash or rebase. A merge commit is a descendant of both fork/main and origin/main, so it preserves all four exact carries while allowing homes following either parent to fast-forward. git merge-tree --write-tree origin/main fork/main succeeded locally, producing f66aee4b1c533b6767c4c4552cff27959d0efa10 with no conflicts.

Required post-merge checks and shim sequence

  1. Verify the four carry SHAs, the pre-merge fork tip, and origin/main are ancestors of the new fork/main.
  2. Only then migrate clean existing homes that should receive carries to the fork as their origin; new homes must clone quinnbot-ai/firstmate, so this is not a per-home bootstrap workaround.
  3. Keep /Users/nick/ventures/agent-ops/firstmate-carries in place until a new reconciled home contains bin/fm-gh-shim.sh.
  4. Verify the replacement shim source and PATH precedence, then perform a dedicated ownership-checked atomic symlink relocation.
  5. Retire the pinned worktree only after /Users/nick/bin/gh no longer targets it and the replacement check passes.

No force-push, default-branch push, carry rewrite, symlink move, or worktree retirement is part of this PR.

kunchenguid and others added 8 commits August 19, 2026 09:15
…tions deterministic (kunchenguid#2617)

Three assertions in tests/fm-procevent.test.sh depended on a detached runner
having finished work that the command starting it does not wait for.

reconcile's replacement runner is started through detach_runner, which only
forks: reconcile returns and counts the start before that runner has claimed
its source or exec'd its child. Any assertion taken straight after reconcile
therefore samples a race.

- The publish-before-apply recovery section left its always-ready /bin/echo
  source registered across the recovery reconcile, so that reconcile launched
  a competing detached poll (observed: started=1) that then raced every later
  assertion for the source claim, the next capture sequence, and this home's
  applied record, and outlived the section holding a live claim. It is now
  retired before that reconcile - re-announcement is proven from the durable
  inbox alone and needs no registration - and started=0 is asserted so a
  competing poll cannot be reintroduced unnoticed. This is the same
  retire-before-reconcile discipline the self-announcing section already
  carries; that section acquired it after the identical race made its
  "not-autohandled: self-src" assertion read "already owned: self-src".

- The crashed-leader replacement section snapshotted the replacement's claim
  file and execution log behind a fixed 0.5s settle window. On a loaded
  machine that window expires first, which is the CI flake behind "a
  replacement runner started without recording its own claim" and "reconcile
  did not start exactly one replacement source". Both effects are now waited
  for with the suite's bounded wait helpers; the exact one-replacement count
  is still asserted afterwards, unchanged.

- The duplicate-start section slept 0.5s for reconcile's runner to record
  ownership before asserting that a second start loses to it. It now waits
  for that claim.

Also tighten one assertion that could not fail as written: "autohandled:
self-src" is a substring of "not-autohandled: self-src", so the applied path
was accepted even when the runner reported the capture left for the handler.

Evidence: on the unmodified suite, 128 full runs at 6-8x concurrency produced
6 failing runs, all in the crashed-leader section. On the fixed suite, 216
full runs under the same load produced none. Reverting the self-announcing
section's retire-before-reconcile line reproduces "already owned: self-src"
on the first iteration, confirming the shared mechanism.
)

* fix(bin): keep pending-reply expectations honest on both send legs

Two related asymmetries let the parent-owned secondmate reply guard drop or
nag requests it should not have.

Local delivered-unconfirmed dropped the expectation. A marked request whose
submit read-back stayed unconfirmed (verdict=pending) is the same
not-a-failure outcome the remote leg reports as delivered, but fm-send
discarded the parent's pending-reply record for it, so a request that very
likely landed stopped being tracked entirely. The record now stays armed on
its unconfirmed-delivery marker: a correlated report still resolves it, and
an unanswered one still surfaces through the library's own reconciliation.
Exit 3 and the local rule that an unconfirmed answer never closes a decision
key are unchanged.

Remote replies were nagged for a repost they did not need. A remote mate's
report reaches the parent's status log only through the asynchronous mirror
in fm-procevent-remote-reply.sh, yet the guard read an absent correlated
line as proof the mate never reported - even while the answer was still in
flight, which is the common case because the mirror's poll window is
comparable to the recovery grace. The mirror now publishes one caught-up
watermark from a quiet window, and the guard admits a missing report as
evidence only once that watermark passes the turn that should have produced
it. A genuinely missed report still gets exactly one repost, and a channel
that is behind, unarmed, or broken leaves the request durably open and
un-nagged rather than nagging blind; the mirror escalates its own continuity
failures as before.

Tests: a local unconfirmed secondmate send keeps its expectation armed and
resolvable; a mirrored correlated remote reply resolves with no repost; a
stale or absent watermark withholds the repost while a fresh one still
releases it; a quiet remote window publishes the watermark and retirement
clears it.

* no-mistakes(review): Distinguish preempted polls from quiet windows

* no-mistakes(document): Clarify remote reply channel freshness

* no-mistakes(lint): Annotate shared remote preemption exit constant
…d#2619)

* fix(watch): honor a declared pause on a busy pane's completed-turn bound

A worker that declares an external wait (`paused:`) and then blocks in one
long foreground call - a review-hosting scout parked in a single blocking
`lavish-axi poll`, a bounded watch loop, a rate-limit sleep - keeps its pane
BUSY, so the stale path that already honors declared pauses never ran for it.
The busy-pane completed-turn bound instead routed it straight into
wedge_timer_check, which re-escalated "possible wedge, escalation N" (and, past
the threshold, demand-deep-inspection) every FM_STALE_ESCALATE_SECS for as long
as the review stayed open.

busy_turn_bound_check now owns which absorber takes a crossed bound: a crew
whose own last status line declares an external wait or a verified captain-held
transfer takes the bounded FM_PAUSE_RESURFACE_SECS recheck, and everything else
keeps the unchanged wedge timer. The discriminator is the declaration together
with liveness (the caller has already confirmed the pane is busy), never a
blanket silencing - a crew that declared nothing, or whose pane is not live,
escalates exactly as before, and a declared pause still re-surfaces once per
long cadence so a forgotten wait cannot rot invisibly. Away mode is untouched:
the daemon owns pause triage there and already reads the same vocabulary.

The two call sites also no longer clear pause bookkeeping in the same poll the
pause cadence recorded it, which would have erased the re-surface throttle and
turned the long cadence back into a per-poll re-surface.

Tests: a three-phase regression fixture pins the absorbed pause, its long-cadence
recheck, and the restored wedge escalation once the declaration is lifted on the
same busy over-age pane.

Also de-flakes tests/fm-watch-triage.test.sh, which failed spuriously on a loaded
machine: fixed liveness budgets were reaping watchers mid-startup, so assertions
on post-poll state passed vacuously or failed spuriously. Waits that describe a
poll's outcome now wait for a completed poll cycle via the liveness beacon, the
heartbeat test waits for the heartbeat it asserts on, and every wait_for_exit
budget is the uniform 10s already used elsewhere in the file.

* no-mistakes(review): Fail poll-cycle waits on timeout

* no-mistakes(review): Prevent poll timeout test hangs

* no-mistakes(document): Clarify paused busy-pane supervision
Added guidelines for decision communication to the captain.
Clarify communication protocols with crewmates regarding task delegation and reporting.
* fix(herdr): confirm local steers that native agent-state misses

Herdr can leave agent_status idle for a landed Claude turn and can keep
queued Enter text visible while busy, so fm-send was reporting false
swallows. Confirm those cases through the shared queued-Enter verdict
and a cleared composer, and keep a genuine idle pending composer as
unconfirmed.

* no-mistakes(review): Stop Herdr Enter retries on unreadable composers

* no-mistakes(review): Reject queued delivery when all Herdr Enter sends fail

* no-mistakes(review): Prevent confirmation after failed Herdr Enter

* no-mistakes(review): Pace Herdr retries and clarify submit fallback

* no-mistakes(review): Align Herdr submit docs with idle fallback

* no-mistakes(document): Correct Herdr submit-confirmation documentation
* feat(bin): accept any-origin decision bindings with full-identity keys

An aggregation surface (the bearings board) carries captain answers for holds
across origins, but a binding was one-origin-per-source and the Lavish adapter
capped question keys at 64 chars while real full hold identities measure 69-81.

- fm-decision-hold.sh: bind <source-id> --any-origin records the (any) marker;
  binding prints it verbatim and answers accepts it, so the runner's feed seam
  carries an any-origin source with no runner change. In any-origin mode each
  key is a full hold identity <origin>-decision-<key>, split at its first
  -decision-; a key with no separator (merge/dispatch instructions) is skipped
  and feeds nothing, keeping non-decision answers out of the hold ledger by
  construction. Every existing close guard applies unchanged.
- fm-procevent-lavish.sh: raise the question-key cap 64 -> 128 so a full hold
  identity fits; the slug-shape security property is unchanged.
- tests: cross-origin closure through the real runner seam, an 81-char
  identity through the adapter, cap and shape refusals, routed-work skips,
  nonexistent-identity skips, and idempotent replay.

* feat(bearings): add the /bearings lavish interactive fleet board

/bearings lavish renders the bearings snapshot onto a shipped, reusable board
template and arms it as a Lavish process-event source, so the captain answers
Captain's Call items on the board and firstmate is woken by an ordinary check
wake - no conversational turn ever blocks on a poll.

- .agents/skills/bearings/assets/board-template.html: the shipped template
  (myfirstmate design system inlined, one fm-bearings-board.v1 JSON slot,
  fail-closed schema guard that renders an error card instead of an empty
  fleet). Per-invocation agent work is composing the payload only.
- bin/fm-bearings-board.sh: build/refresh owner - fail-closed payload
  validation, slot injection with a round-trip check and \u003c escaping,
  stable board path, any-origin bind ALWAYS before arm, arm-if-absent.
- bearings SKILL.md: the lavish invocation option, board composition rules,
  board-wake handling, and the captain-ruled merge-click authorization with
  its mandatory safeguards (PR resolved from the task's own meta record,
  wake-time green re-verification, never a red or changed PR, merges only
  through bin/fm-pr-merge.sh, chat echo with the full PR URL).
- process-event-sources SKILL.md: one-line board-wake routing trigger.
- tests: payload refusals, injection round-trip, bind-before-arm, idempotent
  re-arm, and template slot integrity.

Fleet pickup: homes receive this after merge plus a firstmate self-update;
landing timing is coordinated with the main firstmate.

* no-mistakes(review): Harden bearings board validation and wake handling

* no-mistakes(review): Require HTTPS for bearings board PR links

* no-mistakes(review): Fail closed and bound bearings board answers

* no-mistakes(review): Enforce UTF-8 byte limits for board answers

* no-mistakes(review): Serve bearings board before arming and reject empty actions

* no-mistakes(review): Prove bind-before-arm ordering through live answer consumption

* no-mistakes(document): Document bearings board and cross-origin answers
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2 participants