@codyswann/lisa 2.251.0 → 2.252.0

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Files changed (59) hide show
  1. package/package.json +1 -1
  2. package/plugins/lisa/.claude-plugin/plugin.json +1 -1
  3. package/plugins/lisa/.codex-plugin/plugin.json +1 -1
  4. package/plugins/lisa/rules/eager/automation-runbook-contract.md +61 -0
  5. package/plugins/lisa/rules/reference/automation-runbook-contract.md +216 -0
  6. package/plugins/lisa-agy/plugin.json +1 -1
  7. package/plugins/lisa-cdk/.claude-plugin/plugin.json +1 -1
  8. package/plugins/lisa-cdk/.codex-plugin/plugin.json +1 -1
  9. package/plugins/lisa-cdk-agy/plugin.json +1 -1
  10. package/plugins/lisa-cdk-copilot/.claude-plugin/plugin.json +1 -1
  11. package/plugins/lisa-cdk-cursor/.claude-plugin/plugin.json +1 -1
  12. package/plugins/lisa-copilot/.claude-plugin/plugin.json +1 -1
  13. package/plugins/lisa-copilot/rules/eager/automation-runbook-contract.md +61 -0
  14. package/plugins/lisa-copilot/rules/reference/automation-runbook-contract.md +216 -0
  15. package/plugins/lisa-cursor/.claude-plugin/plugin.json +1 -1
  16. package/plugins/lisa-cursor/rules/automation-runbook-contract-reference.mdc +221 -0
  17. package/plugins/lisa-cursor/rules/automation-runbook-contract.mdc +66 -0
  18. package/plugins/lisa-expo/.claude-plugin/plugin.json +1 -1
  19. package/plugins/lisa-expo/.codex-plugin/plugin.json +1 -1
  20. package/plugins/lisa-expo-agy/plugin.json +1 -1
  21. package/plugins/lisa-expo-copilot/.claude-plugin/plugin.json +1 -1
  22. package/plugins/lisa-expo-cursor/.claude-plugin/plugin.json +1 -1
  23. package/plugins/lisa-harper-fabric/.claude-plugin/plugin.json +1 -1
  24. package/plugins/lisa-harper-fabric/.codex-plugin/plugin.json +1 -1
  25. package/plugins/lisa-harper-fabric-agy/plugin.json +1 -1
  26. package/plugins/lisa-harper-fabric-copilot/.claude-plugin/plugin.json +1 -1
  27. package/plugins/lisa-harper-fabric-cursor/.claude-plugin/plugin.json +1 -1
  28. package/plugins/lisa-nestjs/.claude-plugin/plugin.json +1 -1
  29. package/plugins/lisa-nestjs/.codex-plugin/plugin.json +1 -1
  30. package/plugins/lisa-nestjs-agy/plugin.json +1 -1
  31. package/plugins/lisa-nestjs-copilot/.claude-plugin/plugin.json +1 -1
  32. package/plugins/lisa-nestjs-cursor/.claude-plugin/plugin.json +1 -1
  33. package/plugins/lisa-openclaw/.claude-plugin/plugin.json +1 -1
  34. package/plugins/lisa-openclaw/.codex-plugin/plugin.json +1 -1
  35. package/plugins/lisa-openclaw-agy/plugin.json +1 -1
  36. package/plugins/lisa-openclaw-copilot/.claude-plugin/plugin.json +1 -1
  37. package/plugins/lisa-openclaw-cursor/.claude-plugin/plugin.json +1 -1
  38. package/plugins/lisa-phaser/.claude-plugin/plugin.json +1 -1
  39. package/plugins/lisa-phaser/.codex-plugin/plugin.json +1 -1
  40. package/plugins/lisa-phaser-agy/plugin.json +1 -1
  41. package/plugins/lisa-phaser-copilot/.claude-plugin/plugin.json +1 -1
  42. package/plugins/lisa-phaser-cursor/.claude-plugin/plugin.json +1 -1
  43. package/plugins/lisa-rails/.claude-plugin/plugin.json +1 -1
  44. package/plugins/lisa-rails/.codex-plugin/plugin.json +1 -1
  45. package/plugins/lisa-rails-agy/plugin.json +1 -1
  46. package/plugins/lisa-rails-copilot/.claude-plugin/plugin.json +1 -1
  47. package/plugins/lisa-rails-cursor/.claude-plugin/plugin.json +1 -1
  48. package/plugins/lisa-typescript/.claude-plugin/plugin.json +1 -1
  49. package/plugins/lisa-typescript/.codex-plugin/plugin.json +1 -1
  50. package/plugins/lisa-typescript-agy/plugin.json +1 -1
  51. package/plugins/lisa-typescript-copilot/.claude-plugin/plugin.json +1 -1
  52. package/plugins/lisa-typescript-cursor/.claude-plugin/plugin.json +1 -1
  53. package/plugins/lisa-wiki/.claude-plugin/plugin.json +1 -1
  54. package/plugins/lisa-wiki/.codex-plugin/plugin.json +1 -1
  55. package/plugins/lisa-wiki-agy/plugin.json +1 -1
  56. package/plugins/lisa-wiki-copilot/.claude-plugin/plugin.json +1 -1
  57. package/plugins/lisa-wiki-cursor/.claude-plugin/plugin.json +1 -1
  58. package/plugins/src/base/rules/eager/automation-runbook-contract.md +61 -0
  59. package/plugins/src/base/rules/reference/automation-runbook-contract.md +216 -0
package/package.json CHANGED
@@ -102,7 +102,7 @@
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  "form-data": ">=4.0.6"
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  },
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  "name": "@codyswann/lisa",
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- "version": "2.251.0",
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+ "version": "2.252.0",
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  "description": "Claude Code governance framework that applies guardrails, guidance, and automated enforcement to projects",
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  "main": "dist/index.js",
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  "exports": {
@@ -1,6 +1,6 @@
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  {
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  "name": "lisa",
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- "version": "2.251.0",
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+ "version": "2.252.0",
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  "description": "Universal governance — agents, skills, commands, hooks, and rules for all projects",
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  "author": {
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  "name": "Cody Swann"
@@ -1,6 +1,6 @@
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  {
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  "name": "lisa",
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- "version": "2.251.0",
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+ "version": "2.252.0",
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  "description": "Universal governance: agents, skills, commands, hooks, and rules for all projects.",
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  "author": {
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  "name": "Cody Swann"
@@ -0,0 +1,61 @@
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+ # Automation Runbook Contract (load-bearing)
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+
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+ **Every registered automation loop carries a checked-in runbook, and every run of that loop ends in
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+ exactly one of six run outcomes** with a one-line, operator-readable summary. A registered loop with
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+ no runbook, or a run that stops without naming its outcome, is a contract violation.
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+
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+ **One vendor-neutral contract, to be cited by (wired in the loop-conformance ticket)
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+ `lisa-setup-automations`, `lisa-automation-status`, `lisa-tear-down-automations`, and every
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+ registered loop skill** (the `leaf-only-lifecycle` / `repo-scope-split` precedent: one shared slug,
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+ never divergent per-loop prose).
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+
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+ ## Membership
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+
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+ Membership is **registration, not skill-existence**: a loop is under this contract the moment it is
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+ registered as a scheduled automation, and registering a new one pulls it in automatically. There is
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+ no hardcoded roster of loops anywhere.
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+
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+ ## The six run outcomes
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+
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+ Exactly one per run:
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+ **`nothing-needed | candidate-proposed | change-proved | approval-requested | recovery-required | policy-obsolete`**
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+
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+ Health and operator action are **orthogonal** — a healthy run can still need an answer:
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+
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+ - `nothing-needed` — the loop ran and found nothing to act on. **Healthy.** Operator action: none.
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+ - `candidate-proposed` — the loop proposed work (ticket, PRD, recommendation). **Healthy.** Operator
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+ action: review the proposed item and flip it ready when you want it built.
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+ - `change-proved` — the loop made a change and proved it with evidence. **Healthy.** Operator
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+ action: none (informational).
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+ - `approval-requested` — the loop reached a boundary it may not cross alone. **Healthy.** Operator
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+ action: answer the approval question.
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+ - `recovery-required` — the loop itself could not complete (access, tooling, or substrate broken)
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+ and escalated a decision-ready packet. **Not healthy.** Operator action: restore the named
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+ capability, then close the escalation item.
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+ - `policy-obsolete` — the loop's own retirement policy (the retirement condition written in its
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+ runbook) tripped, so it proposed its own teardown. **Healthy.** Operator action: approve the
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+ teardown, decline it (close the proposal; the loop keeps running at cadence), or re-cadence it.
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+
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+ ## A run outcome is NOT a work-item lifecycle terminal state (CRITICAL)
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+
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+ A **run outcome** describes the LOOP ITERATION. A **terminal state** describes a TICKET — Lisa
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+ already uses that phrase for work-item lifecycles (`lisa-intake`: "`Blocked` is a valid terminal
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+ state of the downstream lifecycles"). The two vocabularies never merge in an operator-facing report.
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+ A healthy cycle that routes a work item to `Blocked` with clarifying questions is
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+ `candidate-proposed` — it produced something — so it is **never `nothing-needed`**, which is
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+ reserved for runs that found nothing at all, and **never `recovery-required`**, which means the
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+ loop itself is broken, not that a work item was blocked.
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+
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+ ## No silent exit
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+
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+ Every run — including a trivial early termination — ends by naming exactly one run outcome plus a
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+ one-line operator summary of what happened, recorded where the status surface can read it —
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+ there is no silent exit. Silence and health must never look identical to an operator.
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+
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+ ## Never block, always degrade
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+
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+ A missing runbook, an unreadable record surface, or an absent optional dependency **degrades** the
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+ run — say so in the summary and finish with an outcome — it never crashes the loop, never blocks
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+ other work, and never leaves the run unreported.
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+
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+ Full contract (template, outcome definitions, escalation packet, retirement): [reference/automation-runbook-contract.md](../reference/automation-runbook-contract.md).
@@ -0,0 +1,216 @@
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+ # Automation Runbook Contract
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+
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+ Scheduled loops are the busiest machinery in the factory and historically the least explicitly
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+ contracted: what a loop maintains, what it may do on its own, what it must escalate, and when it
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+ should stop existing all lived implicitly in each loop's prose. The cost lands on the operator — a
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+ quiet run and a broken run look identical, and "what is this scheduled thing?" has a different
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+ answer shape for every loop. This contract writes the answer down once.
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+
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+ It is a **single vendor-neutral contract** consumed by `lisa-setup-automations` (which scaffolds a
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+ runbook per registered loop), `lisa-automation-status` (which reads runbooks and run outcomes back
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+ to an operator), `lisa-tear-down-automations` (which acts on retirement proposals), and every
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+ registered loop skill (which conforms its own run to it). Each consumer cites this slug; none of
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+ them redefines it.
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+
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+ **Membership is registration, not skill-existence.** A loop falls under this contract when it is
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+ registered as a scheduled automation on the host project's runtime scheduler — not when its skill
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+ file happens to exist in the plugin tree. Registering a new loop pulls it in automatically, and
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+ un-registering drops it. Nothing in this contract, in the scaffolder, or in the status surface may
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+ carry a hardcoded roster of loops; the worked example below names one loop as illustration only.
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+
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+ ## The runbook template
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+
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+ Every registered loop's runbook has these ten sections, in this order. Each is answered in prose a
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+ non-technical operator can read (`factory-model` rule 5).
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+
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+ | Section | What a good answer looks like |
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+ |---|---|
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+ | Intent | One sentence naming what this loop maintains, in outcome terms, not mechanism terms. |
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+ | Sources of truth | The exact surfaces the loop reads, each reachable through its access layer (`integration-access-layer`) — never a direct vendor API call. |
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+ | Candidate selection | The query or filter that decides what this run acts on, and the bound on how many. |
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+ | Scope/bounds | What the loop will never touch, and the cap that keeps one run finite. |
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+ | Proof | What the loop must observe before claiming it changed anything — the evidence it records. |
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+ | Autonomous-vs-approval boundary | The named line: what it does alone, and the first thing on the other side that requires a human. |
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+ | Escalation | What it files when it cannot proceed — always the decision-ready packet below. |
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+ | Recovery | What a human or the next run does to get the loop working again after `recovery-required`. |
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+ | Next-run state | What the next run can observe from this one, derived from durable surfaces (tracker, records) rather than in-process memory. |
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+ | Retirement condition | The stateless, tracker-derived condition under which this loop proposes its own teardown. |
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+
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+ ### Worked example — the `intake-tickets` loop
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+
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+ ```text
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+ Loop: intake-tickets
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+
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+ Intent
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+ Keeps the build queue moving: work items a human marked ready get built, reviewed, and shipped
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+ without anyone having to hand them to an agent.
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+
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+ Sources of truth
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+ The configured tracker's build queue (the ready/claimed/done lanes from .lisa.config.json), read
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+ through the tracker access layer; the item's own comments and linked PRs.
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+
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+ Candidate selection
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+ The oldest eligible leaf work item currently in the ready lane, one per run. Containers with open
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+ children are repaired out of the queue, never built.
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+
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+ Scope/bounds
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+ Only items in this repo's configured queue. It never edits the ready lane's meaning, never
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+ invents work items, and never processes more than its per-run cap.
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+
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+ Proof
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+ A merged pull request plus the project's own verification evidence posted back to the work item;
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+ a claim of "done" without that evidence is not made.
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+
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+ Autonomous-vs-approval boundary
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+ Alone: claim, plan, implement, open the PR, drive it to merge. Requires a human: anything that
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+ needs a protected deployment approval, and any item whose requirements it cannot resolve — that
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+ becomes a blocked work item with clarifying questions, not a guess.
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+
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+ Escalation
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+ When the loop itself cannot proceed (tracker credentials revoked, queue unreadable), it files the
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+ decision-ready packet below, labeled status:blocked + human-needed.
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+
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+ Recovery
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+ A human restores the named access, then flips the escalation item closed; the next scheduled run
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+ resumes with no manual replay needed.
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+
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+ Next-run state
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+ Nothing in memory. The tracker lanes and the run records are the state: a claimed item that never
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+ finished is visible as claimed, and the repair path picks it up.
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+
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+ Retirement condition
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+ Propose teardown when BOTH hold: no work item has entered this queue for 30 consecutive days, AND
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+ this run proposed nothing. It files one teardown-proposal item and keeps running at its normal
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+ cadence until someone approves, declines, or re-cadences it.
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+ ```
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+
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+ ## The six run outcomes
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+
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+ Exactly one per run. The one-line operator summary is not optional — it is what the status surface
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+ shows and what makes the outcome actionable.
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+
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+ Health and operator action are **orthogonal**: several healthy outcomes still want an answer, and
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+ only `recovery-required` means the machinery itself is broken.
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+
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+ | Outcome | Definition | Healthy? | Operator action? | One-line summary must contain |
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+ |---|---|---|---|---|
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+ | `nothing-needed` | The loop ran end to end and found nothing to act on. | Healthy — **no operator action** | None. | What was scanned, how much was seen, and "nothing to propose". |
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+ | `candidate-proposed` | The loop proposed work — a ticket, PRD, or recommendation — for a human or a downstream factory. | Healthy | Review the proposed item and flip it ready when you want it built. | What was proposed and where to find it (item refs). |
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+ | `change-proved` | The loop made a change and proved it with evidence. | Healthy | None — informational. | What changed and the evidence that proves it. |
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+ | `approval-requested` | The loop reached its autonomous/approval boundary and asked a human. | Healthy | Answer the approval question. | What is waiting, on whom, and what happens if nobody answers. |
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+ | `recovery-required` | The loop itself could not complete: access, tooling, or substrate is broken. | **Not healthy** — needs a human | Restore the named capability, then close the escalation item. | What broke, and the escalation item to act on. |
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+ | `policy-obsolete` | The loop's own retirement policy — the retirement condition written in its runbook — tripped, so it proposed its own teardown. | Healthy | Decide: approve the teardown, decline it (close the proposal; the loop continues at cadence), or re-cadence it. | Why it looks obsolete and the teardown-proposal item. |
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+
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+ ### Exemplar one-line summaries
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+
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+ These set the register every conforming loop copies — plain, specific, and actionable without
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+ reading code:
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+
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+ ```text
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+ nothing-needed Scanned 12 ready items; nothing to propose.
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+ candidate-proposed Proposed #1810 to fix the failing checkout step; awaiting your flip to ready.
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+ change-proved Merged #1811 raising coverage to 84%; CI green and evidence posted on the item.
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+ approval-requested Deploy to production is waiting on your approval; nothing ships until you answer.
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+ recovery-required Lost access to the tracker; filed #1812 with the one decision needed to restore it.
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+ policy-obsolete No work has reached this queue in 30 days; proposed teardown in #1813.
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+ ```
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+
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+ **No silent exit.** Every run posts its outcome and its one-line summary before stopping —
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+ including the trivial early terminations (empty queue, nothing eligible, already-claimed) — so
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+ there is no silent exit for an operator to misread as health. A run that ends without a
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+ recorded outcome is indistinguishable from a crashed scheduler, which is exactly the ambiguity this
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+ contract removes. This generalizes `lisa-improve-harness`'s result-record discipline — every
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+ terminal step posts its result record before stopping, so there is no silent exit — from one flow to
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+ every registered loop. (The run-record substrate that stores outcomes and summaries is named here
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+ only; it ships with that ticket (#1797), do not assume its file is present in this branch.)
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+
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+ ## A run outcome is not a work-item lifecycle terminal state
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+
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+ This is the highest-risk seam in the contract, so it is stated explicitly.
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+
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+ - A **run outcome** describes the LOOP ITERATION — how this scheduled execution ended.
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+ - A **terminal state** describes a TICKET — Lisa already uses that phrase for work-item lifecycles
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+ (`lisa-intake`: "`Blocked` is a valid terminal state of the downstream lifecycles"; see
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+ `prd-lifecycle-rollup`).
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+
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+ They never merge in an operator-facing report. A perfectly healthy cycle that routes a work item to
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+ `Blocked` — because the item's requirements are unresolvable and a human must answer — is
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+ `candidate-proposed`: the run produced something (a blocked item carrying clarifying questions), so
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+ it is **never `nothing-needed`**, which is reserved for runs that found nothing at all, and **never
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+ `recovery-required`**, which means the machinery is broken. Conflating a blocked work item with a
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+ broken loop would paint healthy intake cycles permanently red and train operators to ignore the
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+ fleet verdict.
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+
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+ ## Escalation — the decision-ready packet
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+
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+ A loop that cannot proceed escalates by filing a tracker item (through `lisa-tracker-write`, per
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+ `tracked-work` and `integration-access-layer`) labeled **`status:blocked`** and **`human-needed`**,
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+ containing exactly these fields:
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+
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+ | Field | Content |
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+ |---|---|
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+ | Current state | Where things stand right now, in plain terms — what is and is not working. |
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+ | Work already attempted | What the loop tried on its own before escalating, so nobody repeats it. |
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+ | Evidence | Links to the runs, items, logs, or records that show the problem (the evidence packet from the evidence PRD is the carrier; this contract names it and defines no evidence formats). |
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+ | Risk of inaction | What degrades or stops if nobody acts, and how soon. |
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+ | Smallest unresolved choice | The single smallest decision a human must make — one question, not a list — stated with **named options** (or as a yes/no), and what the loop will do with each answer. |
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+ | How to answer | The mechanical response path: comment on the item, flip a label, or close it — so the operator never has to guess how to reply. |
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+
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+ The wording requirement is binding: a **non-technical operator must be able to act on the packet
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+ without reading code** (`factory-model` rule 5). A stack trace may be attached as evidence, but the
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+ packet must stand without it.
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+
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+ ## Retirement condition
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+
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+ A loop that no longer earns its schedule should say so. The condition is **stateless — derived from
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+ the tracker, never from a counter or a state file** (there is no durable home for a run counter, and
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+ a tracker-derived condition is headless- and concurrent-safe by construction). This generalizes the
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+ *Retirement condition* section of `lisa-learnings-audit`, which already retires itself this way; its
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+ current wording still uses the older three-value "terminal states" vocabulary, and the
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+ loop-conformance ticket conforms it to the six run outcomes above. A loop proposes retirement when
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+ BOTH hold:
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+
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+ 1. **Quiet trailing window** — a date-filtered tracker search finds nothing this loop produced
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+ within its trailing quiet window (sized to a small multiple of its cadence).
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+ 2. **This run proposes nothing** — the current run yields zero candidates (it is otherwise ending
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+ `nothing-needed`).
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+
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+ When both hold, the run ends `policy-obsolete` and files **exactly ONE marker-deduped**
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+ teardown-proposal item — matched on the marker, never the title — carrying the date-filtered search
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+ result and this run's summary as evidence, and proposing either a longer cadence or
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+ `lisa-tear-down-automations`. The loop **keeps running at its normal cadence** until an operator
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+ flips that proposal one of three ways: **approve** it (`lisa-tear-down-automations` runs and the
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+ registration goes away), **decline** it (close the proposal — the loop simply continues), or
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+ **re-cadence** it (register it at the longer cadence instead of tearing it down). Retirement is a
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+ recommendation like any other, **never a self-executed exit**: a loop never deletes its own
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+ registration, and a proposal nobody answers changes nothing.
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+
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+ ## Never block, always degrade
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+
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+ A loop degrades rather than blocking. Three triggers are expected and must never crash a run:
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+
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+ - **A missing runbook** — the loop runs on the contract's defaults and says so.
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+ - **An unreadable record surface** — the loop still reports its outcome and summary in its own run
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+ output, so the operator is never left with silence.
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+ - **An absent optional dependency** — a skill or surface that ships with a sibling ticket is not
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+ yet installed; the loop skips that enrichment and continues.
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+
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+ A degraded run still **reports its actual outcome from the same six values** — degradation does not
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+ mint a seventh token and, on its own, is not `recovery-required`. Its one-line summary **leads with
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+ the degradation**, then states the outcome:
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+
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+ ```text
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+ Runbook missing — ran on defaults; nothing to propose.
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+ ```
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+
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+ Degradation becomes `recovery-required` only when it prevents the loop from doing its actual job
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+ (the queue itself is unreadable, credentials are revoked) — and then it escalates the decision-ready
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+ packet above. A degraded run never blocks other work and never leaves the run unreported.
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+
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+ ## Citing adjacent work
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+
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+ Cite these by name; each ships with its own ticket, do not assume its file is present in this
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+ branch: the runbook scaffolding that instantiates this template (#1796), the run-record substrate
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+ that stores outcomes and summaries (#1797), and the evidence packet defined by the evidence PRD
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+ (#1738) — named here, with no evidence format defined by this contract. Rejection memory
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+ extends `rejection-detection`; this contract neither restates nor overrides it.
@@ -1,6 +1,6 @@
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  {
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  "name": "lisa",
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- "version": "2.251.0",
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+ "version": "2.252.0",
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  "description": "Universal governance — agents, skills, commands, hooks, and rules for all projects",
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  "author": {
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  "name": "Cody Swann"
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  {
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  "name": "lisa-cdk",
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- "version": "2.251.0",
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+ "version": "2.252.0",
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  "description": "AWS CDK-specific plugin",
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  "author": {
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  "name": "Cody Swann"
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  {
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  "name": "lisa-cdk",
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- "version": "2.251.0",
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+ "version": "2.252.0",
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  "description": "AWS CDK-specific Lisa plugin.",
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  "author": {
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  "name": "Cody Swann"
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  {
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  "name": "lisa-cdk",
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- "version": "2.251.0",
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+ "version": "2.252.0",
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  "description": "AWS CDK-specific plugin",
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  "author": {
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  "name": "Cody Swann"
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  {
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  "name": "lisa-cdk",
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  "description": "AWS CDK-specific plugin",
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  "author": {
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  "name": "Cody Swann"
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  {
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  "name": "lisa-cdk",
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  "author": {
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  "name": "Cody Swann"
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  {
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  "name": "lisa",
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- "version": "2.251.0",
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  "description": "Universal governance — agents, skills, commands, hooks, and rules for all projects",
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  "author": {
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  "name": "Cody Swann"
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1
+ # Automation Runbook Contract (load-bearing)
2
+
3
+ **Every registered automation loop carries a checked-in runbook, and every run of that loop ends in
4
+ exactly one of six run outcomes** with a one-line, operator-readable summary. A registered loop with
5
+ no runbook, or a run that stops without naming its outcome, is a contract violation.
6
+
7
+ **One vendor-neutral contract, to be cited by (wired in the loop-conformance ticket)
8
+ `lisa-setup-automations`, `lisa-automation-status`, `lisa-tear-down-automations`, and every
9
+ registered loop skill** (the `leaf-only-lifecycle` / `repo-scope-split` precedent: one shared slug,
10
+ never divergent per-loop prose).
11
+
12
+ ## Membership
13
+
14
+ Membership is **registration, not skill-existence**: a loop is under this contract the moment it is
15
+ registered as a scheduled automation, and registering a new one pulls it in automatically. There is
16
+ no hardcoded roster of loops anywhere.
17
+
18
+ ## The six run outcomes
19
+
20
+ Exactly one per run:
21
+ **`nothing-needed | candidate-proposed | change-proved | approval-requested | recovery-required | policy-obsolete`**
22
+
23
+ Health and operator action are **orthogonal** — a healthy run can still need an answer:
24
+
25
+ - `nothing-needed` — the loop ran and found nothing to act on. **Healthy.** Operator action: none.
26
+ - `candidate-proposed` — the loop proposed work (ticket, PRD, recommendation). **Healthy.** Operator
27
+ action: review the proposed item and flip it ready when you want it built.
28
+ - `change-proved` — the loop made a change and proved it with evidence. **Healthy.** Operator
29
+ action: none (informational).
30
+ - `approval-requested` — the loop reached a boundary it may not cross alone. **Healthy.** Operator
31
+ action: answer the approval question.
32
+ - `recovery-required` — the loop itself could not complete (access, tooling, or substrate broken)
33
+ and escalated a decision-ready packet. **Not healthy.** Operator action: restore the named
34
+ capability, then close the escalation item.
35
+ - `policy-obsolete` — the loop's own retirement policy (the retirement condition written in its
36
+ runbook) tripped, so it proposed its own teardown. **Healthy.** Operator action: approve the
37
+ teardown, decline it (close the proposal; the loop keeps running at cadence), or re-cadence it.
38
+
39
+ ## A run outcome is NOT a work-item lifecycle terminal state (CRITICAL)
40
+
41
+ A **run outcome** describes the LOOP ITERATION. A **terminal state** describes a TICKET — Lisa
42
+ already uses that phrase for work-item lifecycles (`lisa-intake`: "`Blocked` is a valid terminal
43
+ state of the downstream lifecycles"). The two vocabularies never merge in an operator-facing report.
44
+ A healthy cycle that routes a work item to `Blocked` with clarifying questions is
45
+ `candidate-proposed` — it produced something — so it is **never `nothing-needed`**, which is
46
+ reserved for runs that found nothing at all, and **never `recovery-required`**, which means the
47
+ loop itself is broken, not that a work item was blocked.
48
+
49
+ ## No silent exit
50
+
51
+ Every run — including a trivial early termination — ends by naming exactly one run outcome plus a
52
+ one-line operator summary of what happened, recorded where the status surface can read it —
53
+ there is no silent exit. Silence and health must never look identical to an operator.
54
+
55
+ ## Never block, always degrade
56
+
57
+ A missing runbook, an unreadable record surface, or an absent optional dependency **degrades** the
58
+ run — say so in the summary and finish with an outcome — it never crashes the loop, never blocks
59
+ other work, and never leaves the run unreported.
60
+
61
+ Full contract (template, outcome definitions, escalation packet, retirement): [reference/automation-runbook-contract.md](../reference/automation-runbook-contract.md).
@@ -0,0 +1,216 @@
1
+ # Automation Runbook Contract
2
+
3
+ Scheduled loops are the busiest machinery in the factory and historically the least explicitly
4
+ contracted: what a loop maintains, what it may do on its own, what it must escalate, and when it
5
+ should stop existing all lived implicitly in each loop's prose. The cost lands on the operator — a
6
+ quiet run and a broken run look identical, and "what is this scheduled thing?" has a different
7
+ answer shape for every loop. This contract writes the answer down once.
8
+
9
+ It is a **single vendor-neutral contract** consumed by `lisa-setup-automations` (which scaffolds a
10
+ runbook per registered loop), `lisa-automation-status` (which reads runbooks and run outcomes back
11
+ to an operator), `lisa-tear-down-automations` (which acts on retirement proposals), and every
12
+ registered loop skill (which conforms its own run to it). Each consumer cites this slug; none of
13
+ them redefines it.
14
+
15
+ **Membership is registration, not skill-existence.** A loop falls under this contract when it is
16
+ registered as a scheduled automation on the host project's runtime scheduler — not when its skill
17
+ file happens to exist in the plugin tree. Registering a new loop pulls it in automatically, and
18
+ un-registering drops it. Nothing in this contract, in the scaffolder, or in the status surface may
19
+ carry a hardcoded roster of loops; the worked example below names one loop as illustration only.
20
+
21
+ ## The runbook template
22
+
23
+ Every registered loop's runbook has these ten sections, in this order. Each is answered in prose a
24
+ non-technical operator can read (`factory-model` rule 5).
25
+
26
+ | Section | What a good answer looks like |
27
+ |---|---|
28
+ | Intent | One sentence naming what this loop maintains, in outcome terms, not mechanism terms. |
29
+ | Sources of truth | The exact surfaces the loop reads, each reachable through its access layer (`integration-access-layer`) — never a direct vendor API call. |
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+ | Candidate selection | The query or filter that decides what this run acts on, and the bound on how many. |
31
+ | Scope/bounds | What the loop will never touch, and the cap that keeps one run finite. |
32
+ | Proof | What the loop must observe before claiming it changed anything — the evidence it records. |
33
+ | Autonomous-vs-approval boundary | The named line: what it does alone, and the first thing on the other side that requires a human. |
34
+ | Escalation | What it files when it cannot proceed — always the decision-ready packet below. |
35
+ | Recovery | What a human or the next run does to get the loop working again after `recovery-required`. |
36
+ | Next-run state | What the next run can observe from this one, derived from durable surfaces (tracker, records) rather than in-process memory. |
37
+ | Retirement condition | The stateless, tracker-derived condition under which this loop proposes its own teardown. |
38
+
39
+ ### Worked example — the `intake-tickets` loop
40
+
41
+ ```text
42
+ Loop: intake-tickets
43
+
44
+ Intent
45
+ Keeps the build queue moving: work items a human marked ready get built, reviewed, and shipped
46
+ without anyone having to hand them to an agent.
47
+
48
+ Sources of truth
49
+ The configured tracker's build queue (the ready/claimed/done lanes from .lisa.config.json), read
50
+ through the tracker access layer; the item's own comments and linked PRs.
51
+
52
+ Candidate selection
53
+ The oldest eligible leaf work item currently in the ready lane, one per run. Containers with open
54
+ children are repaired out of the queue, never built.
55
+
56
+ Scope/bounds
57
+ Only items in this repo's configured queue. It never edits the ready lane's meaning, never
58
+ invents work items, and never processes more than its per-run cap.
59
+
60
+ Proof
61
+ A merged pull request plus the project's own verification evidence posted back to the work item;
62
+ a claim of "done" without that evidence is not made.
63
+
64
+ Autonomous-vs-approval boundary
65
+ Alone: claim, plan, implement, open the PR, drive it to merge. Requires a human: anything that
66
+ needs a protected deployment approval, and any item whose requirements it cannot resolve — that
67
+ becomes a blocked work item with clarifying questions, not a guess.
68
+
69
+ Escalation
70
+ When the loop itself cannot proceed (tracker credentials revoked, queue unreadable), it files the
71
+ decision-ready packet below, labeled status:blocked + human-needed.
72
+
73
+ Recovery
74
+ A human restores the named access, then flips the escalation item closed; the next scheduled run
75
+ resumes with no manual replay needed.
76
+
77
+ Next-run state
78
+ Nothing in memory. The tracker lanes and the run records are the state: a claimed item that never
79
+ finished is visible as claimed, and the repair path picks it up.
80
+
81
+ Retirement condition
82
+ Propose teardown when BOTH hold: no work item has entered this queue for 30 consecutive days, AND
83
+ this run proposed nothing. It files one teardown-proposal item and keeps running at its normal
84
+ cadence until someone approves, declines, or re-cadences it.
85
+ ```
86
+
87
+ ## The six run outcomes
88
+
89
+ Exactly one per run. The one-line operator summary is not optional — it is what the status surface
90
+ shows and what makes the outcome actionable.
91
+
92
+ Health and operator action are **orthogonal**: several healthy outcomes still want an answer, and
93
+ only `recovery-required` means the machinery itself is broken.
94
+
95
+ | Outcome | Definition | Healthy? | Operator action? | One-line summary must contain |
96
+ |---|---|---|---|---|
97
+ | `nothing-needed` | The loop ran end to end and found nothing to act on. | Healthy — **no operator action** | None. | What was scanned, how much was seen, and "nothing to propose". |
98
+ | `candidate-proposed` | The loop proposed work — a ticket, PRD, or recommendation — for a human or a downstream factory. | Healthy | Review the proposed item and flip it ready when you want it built. | What was proposed and where to find it (item refs). |
99
+ | `change-proved` | The loop made a change and proved it with evidence. | Healthy | None — informational. | What changed and the evidence that proves it. |
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+ | `approval-requested` | The loop reached its autonomous/approval boundary and asked a human. | Healthy | Answer the approval question. | What is waiting, on whom, and what happens if nobody answers. |
101
+ | `recovery-required` | The loop itself could not complete: access, tooling, or substrate is broken. | **Not healthy** — needs a human | Restore the named capability, then close the escalation item. | What broke, and the escalation item to act on. |
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+ | `policy-obsolete` | The loop's own retirement policy — the retirement condition written in its runbook — tripped, so it proposed its own teardown. | Healthy | Decide: approve the teardown, decline it (close the proposal; the loop continues at cadence), or re-cadence it. | Why it looks obsolete and the teardown-proposal item. |
103
+
104
+ ### Exemplar one-line summaries
105
+
106
+ These set the register every conforming loop copies — plain, specific, and actionable without
107
+ reading code:
108
+
109
+ ```text
110
+ nothing-needed Scanned 12 ready items; nothing to propose.
111
+ candidate-proposed Proposed #1810 to fix the failing checkout step; awaiting your flip to ready.
112
+ change-proved Merged #1811 raising coverage to 84%; CI green and evidence posted on the item.
113
+ approval-requested Deploy to production is waiting on your approval; nothing ships until you answer.
114
+ recovery-required Lost access to the tracker; filed #1812 with the one decision needed to restore it.
115
+ policy-obsolete No work has reached this queue in 30 days; proposed teardown in #1813.
116
+ ```
117
+
118
+ **No silent exit.** Every run posts its outcome and its one-line summary before stopping —
119
+ including the trivial early terminations (empty queue, nothing eligible, already-claimed) — so
120
+ there is no silent exit for an operator to misread as health. A run that ends without a
121
+ recorded outcome is indistinguishable from a crashed scheduler, which is exactly the ambiguity this
122
+ contract removes. This generalizes `lisa-improve-harness`'s result-record discipline — every
123
+ terminal step posts its result record before stopping, so there is no silent exit — from one flow to
124
+ every registered loop. (The run-record substrate that stores outcomes and summaries is named here
125
+ only; it ships with that ticket (#1797), do not assume its file is present in this branch.)
126
+
127
+ ## A run outcome is not a work-item lifecycle terminal state
128
+
129
+ This is the highest-risk seam in the contract, so it is stated explicitly.
130
+
131
+ - A **run outcome** describes the LOOP ITERATION — how this scheduled execution ended.
132
+ - A **terminal state** describes a TICKET — Lisa already uses that phrase for work-item lifecycles
133
+ (`lisa-intake`: "`Blocked` is a valid terminal state of the downstream lifecycles"; see
134
+ `prd-lifecycle-rollup`).
135
+
136
+ They never merge in an operator-facing report. A perfectly healthy cycle that routes a work item to
137
+ `Blocked` — because the item's requirements are unresolvable and a human must answer — is
138
+ `candidate-proposed`: the run produced something (a blocked item carrying clarifying questions), so
139
+ it is **never `nothing-needed`**, which is reserved for runs that found nothing at all, and **never
140
+ `recovery-required`**, which means the machinery is broken. Conflating a blocked work item with a
141
+ broken loop would paint healthy intake cycles permanently red and train operators to ignore the
142
+ fleet verdict.
143
+
144
+ ## Escalation — the decision-ready packet
145
+
146
+ A loop that cannot proceed escalates by filing a tracker item (through `lisa-tracker-write`, per
147
+ `tracked-work` and `integration-access-layer`) labeled **`status:blocked`** and **`human-needed`**,
148
+ containing exactly these fields:
149
+
150
+ | Field | Content |
151
+ |---|---|
152
+ | Current state | Where things stand right now, in plain terms — what is and is not working. |
153
+ | Work already attempted | What the loop tried on its own before escalating, so nobody repeats it. |
154
+ | Evidence | Links to the runs, items, logs, or records that show the problem (the evidence packet from the evidence PRD is the carrier; this contract names it and defines no evidence formats). |
155
+ | Risk of inaction | What degrades or stops if nobody acts, and how soon. |
156
+ | Smallest unresolved choice | The single smallest decision a human must make — one question, not a list — stated with **named options** (or as a yes/no), and what the loop will do with each answer. |
157
+ | How to answer | The mechanical response path: comment on the item, flip a label, or close it — so the operator never has to guess how to reply. |
158
+
159
+ The wording requirement is binding: a **non-technical operator must be able to act on the packet
160
+ without reading code** (`factory-model` rule 5). A stack trace may be attached as evidence, but the
161
+ packet must stand without it.
162
+
163
+ ## Retirement condition
164
+
165
+ A loop that no longer earns its schedule should say so. The condition is **stateless — derived from
166
+ the tracker, never from a counter or a state file** (there is no durable home for a run counter, and
167
+ a tracker-derived condition is headless- and concurrent-safe by construction). This generalizes the
168
+ *Retirement condition* section of `lisa-learnings-audit`, which already retires itself this way; its
169
+ current wording still uses the older three-value "terminal states" vocabulary, and the
170
+ loop-conformance ticket conforms it to the six run outcomes above. A loop proposes retirement when
171
+ BOTH hold:
172
+
173
+ 1. **Quiet trailing window** — a date-filtered tracker search finds nothing this loop produced
174
+ within its trailing quiet window (sized to a small multiple of its cadence).
175
+ 2. **This run proposes nothing** — the current run yields zero candidates (it is otherwise ending
176
+ `nothing-needed`).
177
+
178
+ When both hold, the run ends `policy-obsolete` and files **exactly ONE marker-deduped**
179
+ teardown-proposal item — matched on the marker, never the title — carrying the date-filtered search
180
+ result and this run's summary as evidence, and proposing either a longer cadence or
181
+ `lisa-tear-down-automations`. The loop **keeps running at its normal cadence** until an operator
182
+ flips that proposal one of three ways: **approve** it (`lisa-tear-down-automations` runs and the
183
+ registration goes away), **decline** it (close the proposal — the loop simply continues), or
184
+ **re-cadence** it (register it at the longer cadence instead of tearing it down). Retirement is a
185
+ recommendation like any other, **never a self-executed exit**: a loop never deletes its own
186
+ registration, and a proposal nobody answers changes nothing.
187
+
188
+ ## Never block, always degrade
189
+
190
+ A loop degrades rather than blocking. Three triggers are expected and must never crash a run:
191
+
192
+ - **A missing runbook** — the loop runs on the contract's defaults and says so.
193
+ - **An unreadable record surface** — the loop still reports its outcome and summary in its own run
194
+ output, so the operator is never left with silence.
195
+ - **An absent optional dependency** — a skill or surface that ships with a sibling ticket is not
196
+ yet installed; the loop skips that enrichment and continues.
197
+
198
+ A degraded run still **reports its actual outcome from the same six values** — degradation does not
199
+ mint a seventh token and, on its own, is not `recovery-required`. Its one-line summary **leads with
200
+ the degradation**, then states the outcome:
201
+
202
+ ```text
203
+ Runbook missing — ran on defaults; nothing to propose.
204
+ ```
205
+
206
+ Degradation becomes `recovery-required` only when it prevents the loop from doing its actual job
207
+ (the queue itself is unreadable, credentials are revoked) — and then it escalates the decision-ready
208
+ packet above. A degraded run never blocks other work and never leaves the run unreported.
209
+
210
+ ## Citing adjacent work
211
+
212
+ Cite these by name; each ships with its own ticket, do not assume its file is present in this
213
+ branch: the runbook scaffolding that instantiates this template (#1796), the run-record substrate
214
+ that stores outcomes and summaries (#1797), and the evidence packet defined by the evidence PRD
215
+ (#1738) — named here, with no evidence format defined by this contract. Rejection memory
216
+ extends `rejection-detection`; this contract neither restates nor overrides it.