@mgiles/perk 1.0.1

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Files changed (98) hide show
  1. package/README.md +105 -0
  2. package/extension/adapters/planAdapterPlannotator.ts +269 -0
  3. package/extension/adapters/planAdapterTombell.ts +147 -0
  4. package/extension/adapters/todoAdapterJuicesharp.ts +105 -0
  5. package/extension/checkpoints/checkpoints.ts +542 -0
  6. package/extension/checkpoints/planSteps.ts +108 -0
  7. package/extension/doors/address.ts +360 -0
  8. package/extension/doors/askUser.ts +194 -0
  9. package/extension/doors/ciExecutor.ts +583 -0
  10. package/extension/doors/land.ts +222 -0
  11. package/extension/doors/learn.ts +235 -0
  12. package/extension/doors/learnDocs.ts +99 -0
  13. package/extension/doors/lifecycleGates.ts +171 -0
  14. package/extension/doors/prReview.ts +339 -0
  15. package/extension/doors/ready.ts +86 -0
  16. package/extension/doors/selfcheck.ts +155 -0
  17. package/extension/doors/submit.ts +253 -0
  18. package/extension/factories/objective.ts +240 -0
  19. package/extension/factories/objectiveAuthor.ts +114 -0
  20. package/extension/factories/objectiveDraft.ts +343 -0
  21. package/extension/factories/objectivePlan.ts +838 -0
  22. package/extension/factories/objectiveSave.ts +285 -0
  23. package/extension/factories/planDraft.ts +140 -0
  24. package/extension/factories/planMode.ts +214 -0
  25. package/extension/factories/planReview.ts +644 -0
  26. package/extension/factories/planSave.ts +589 -0
  27. package/extension/factories/planTitle.ts +123 -0
  28. package/extension/index.ts +459 -0
  29. package/extension/substrate/bindingDelivery.ts +199 -0
  30. package/extension/substrate/bindings.ts +180 -0
  31. package/extension/substrate/cache.ts +163 -0
  32. package/extension/substrate/coldDoor.ts +226 -0
  33. package/extension/substrate/config.ts +339 -0
  34. package/extension/substrate/miniYaml.ts +262 -0
  35. package/extension/substrate/prompts.ts +35 -0
  36. package/extension/substrate/providers.ts +177 -0
  37. package/extension/substrate/registry.ts +62 -0
  38. package/extension/substrate/resources.ts +41 -0
  39. package/extension/substrate/result.ts +72 -0
  40. package/extension/substrate/runId.ts +49 -0
  41. package/extension/substrate/sessionData.ts +229 -0
  42. package/extension/substrate/structuredOutput.ts +141 -0
  43. package/extension/substrate/toolGating.ts +400 -0
  44. package/extension/substrate/toolParams.ts +106 -0
  45. package/extension/substrate/workflowState.ts +233 -0
  46. package/extension/surfaces/footerProvider.ts +43 -0
  47. package/extension/surfaces/report.ts +34 -0
  48. package/extension/surfaces/surfaces.ts +460 -0
  49. package/extension/vendor/btw/btw.ts +964 -0
  50. package/extension/vendor/btw/core.ts +153 -0
  51. package/extension/vendor/whimsical/whimsical.ts +485 -0
  52. package/extension/worker/readOnlySession.ts +282 -0
  53. package/extension/worker/worker.ts +765 -0
  54. package/extension/workerMain.ts +150 -0
  55. package/package.json +55 -0
  56. package/prompts/README.md +15 -0
  57. package/prompts/_fixtures/cases.yaml +140 -0
  58. package/prompts/_fixtures/golden/address-action-model.txt +10 -0
  59. package/prompts/_fixtures/golden/address-action.txt +10 -0
  60. package/prompts/_fixtures/golden/address-preview-model.txt +6 -0
  61. package/prompts/_fixtures/golden/address-preview.txt +6 -0
  62. package/prompts/_fixtures/golden/hello.txt +1 -0
  63. package/prompts/_fixtures/golden/implement-github.txt +8 -0
  64. package/prompts/_fixtures/golden/learn-docs.txt +8 -0
  65. package/prompts/_fixtures/golden/learn-github.txt +11 -0
  66. package/prompts/_fixtures/golden/learn-linear.txt +11 -0
  67. package/prompts/_fixtures/golden/learn-no-ref.txt +8 -0
  68. package/prompts/_fixtures/golden/learn-other.txt +8 -0
  69. package/prompts/_fixtures/golden/objective-plan-guidance-linear.txt +8 -0
  70. package/prompts/_fixtures/golden/objective-plan-guidance.txt +8 -0
  71. package/prompts/_fixtures/golden/objective-plan-seed-linear.txt +20 -0
  72. package/prompts/_fixtures/golden/objective-plan-seed.txt +15 -0
  73. package/prompts/_fixtures/golden/objective-read-linear-nourl.txt +1 -0
  74. package/prompts/_fixtures/golden/objective-read-linear.txt +1 -0
  75. package/prompts/_fixtures/golden/plan-read-github.txt +1 -0
  76. package/prompts/_fixtures/golden/plan-read-linear.txt +1 -0
  77. package/prompts/_fixtures/golden/plan-read-other.txt +1 -0
  78. package/prompts/_fixtures/golden/with_include.txt +4 -0
  79. package/prompts/_fixtures/templates/_greeting.md +1 -0
  80. package/prompts/_fixtures/templates/hello.md +1 -0
  81. package/prompts/_fixtures/templates/with_include.md +4 -0
  82. package/prompts/common/objective-read/linear.md +1 -0
  83. package/prompts/common/plan-read/github.md +1 -0
  84. package/prompts/common/plan-read/linear.md +1 -0
  85. package/prompts/common/plan-read/other.md +1 -0
  86. package/prompts/stages/address/action.md +10 -0
  87. package/prompts/stages/address/preview.md +6 -0
  88. package/prompts/stages/implement.md +8 -0
  89. package/prompts/stages/learn-docs.md +8 -0
  90. package/prompts/stages/learn.md +21 -0
  91. package/prompts/stages/objective-plan/guidance.md +12 -0
  92. package/prompts/stages/objective-plan/seed.md +20 -0
  93. package/shared/README.md +29 -0
  94. package/shared/bindings.yaml +64 -0
  95. package/shared/contracts-history.md +403 -0
  96. package/shared/contracts.md +4172 -0
  97. package/shared/providers.yaml +221 -0
  98. package/shared/registry.yaml +199 -0
@@ -0,0 +1,4172 @@
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+ # perk cross-plane contracts
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+
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+ The four language-neutral contracts both planes obey, authored once here and bundled into
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+ each build artifact (`Q12`). These are **prose specs** (no parser): the Python CLI (`perk`)
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+ and the TS extension (`@mgiles/perk`) each implement one side, against the exact names/paths/
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+ fields pinned below. `perk doctor` (T6) verifies conformance.
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+
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+ There are now **three** parsed contracts (siblings of this file): `registry.yaml` — the stage
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+ graph, whose `state_keys` block is the canonical vocabulary referenced throughout this
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+ document — `bindings.yaml` — the skill-binding set (trigger→skill delivery), specified
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+ in §8.9 — and `providers.yaml` — the provider-selection supported set, specified in §8.10.
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+
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+ Source decisions: `Q1` (workflow-state), `Q2` (layout + run_id), `Q3` (verified linkage),
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+ `Q9`/`Q10` (gateway). Pi mechanics are cited against
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+ [pi--best-practices.md](../docs/pi--best-practices.md).
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+
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+ > **History.** The chronological `Status (…)` landing-note changelog lives in the sibling
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+ > [`contracts-history.md`](./contracts-history.md), grouped by `§N.M` anchor; this file is the
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+ > compact current spec.
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+
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+ ---
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+
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+ ## §8.1 · `.pi/workflow/` layout (Q2)
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+
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+ The local cache tier — written and read by **both** the CLI (exterior) and the extension
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+ (interior). Fixed layout:
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+
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+ ```
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+ .pi/workflow/
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+ ├── plans/ # materialized plan cache (canonical copy stays in GitHub)
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+ ├── plan.md # cache.plan: the materialized plan body (transient per-worktree mirror)
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+ ├── plan-ref.json # cache.plan-ref: the active plan->branch ref pointer (local mirror)
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+ ├── scratch/runs/<run_id>/ # per-run inter-process workflow files (diffs, generated bodies)
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+ │ └── data/ # the session data dir (Node 1.2): run-scoped session artifacts
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+ ├── handoff/<run_id>.json # pre-session CLI->extension cold-door state (claimed on session_start)
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+ ├── agent-session.json # cache.agent-session: the Linear AgentSession pointer (§8.22)
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+ └── markers/ # existence-based friction semaphores (e.g. pending-learn)
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+ ```
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+
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+ - Keyed by the perk-owned **`run_id`** (a ULID — see §8.2), never the Pi session id (which
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+ does not exist yet at cold-door launch time). The keying `run_id` may be **CLI-minted**
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+ (cold launch, `perk/state/run_id.py`) or **extension-minted** (a warm session with no identity,
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+ §8.2 — `extension/substrate/runId.ts`); handoff blobs remain cold-launch-only.
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+ - **Handoff blob:** `{ run_id, stage, mode, consumed }` (+ `pi_session_id` once claimed). The
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+ CLI's cold launch (`perk <stage>`, T4) writes it; the extension claims it on `session_start`
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+ and sets `consumed: true` (§8.2). `stage` is the target stage id — the launched session's
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+ interior *handler* acts on it (Phase 1); T4's extension reads only `mode`/`run_id`.
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+ - **Session-data accessor seam (Objective #339 Node 1.2).** The session data dir is
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+ `scratch/runs/<run_id>/data/` — a dedicated subdir so run-scoped session artifacts never
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+ overlap perk machine records (`dispatch.json`, `events.ndjson`, `ci-*.md`) living directly in
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+ the run dir — created lazily on first write (`session_start` stays artifact-free). All
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+ scratch/session-data paths flow through one accessor per plane: `perk/state/cache.py` (exterior;
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+ consumers hold an explicit `run_id`) and `extension/substrate/cache.ts` + `extension/substrate/sessionData.ts`
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+ (interior; the ctx seam resolves the current `run_id` from `perk:workflow-state` and degrades
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+ to `null` when the session has no identity — never a stamp `run_id`, contrast
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+ `coldDoor.activeRunId`). Helpers degrade gracefully: absence and I/O failure → `None`/`null`
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+ plus a stderr warning, never an exception. Manual construction of the `scratch`/`runs` path
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+ segments outside the seam is forbidden and guard-tested in both planes
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+ (`extension/cacheGuard.test.ts`, `tests/test_cache_guard.py`). The dedicated
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+ `cache.session-data` state key is now real (Node 2.1): it names the run-scoped session data
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+ dir artifacts and is declared in `writes` by the read-only authoring stages — `plan`,
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+ `objective-plan`, and `objective-author` (`cache.scratch` still names the broader substrate).
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+
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+ **The plan-draft file tool (Node 2.1).** The tool `plan_draft` (interior-only; no Python
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+ twin) is the first session-data producer: it writes the working plan during read-only plan
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+ authoring. It is allowlisted in `READ_ONLY_TOOLS` (`extension/substrate/toolGating.ts`) as a **narrow
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+ structural carve-out**: the tool has no path/name parameter — the artifact name is the fixed
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+ constant `plan-draft.md` (`PLAN_DRAFT_ARTIFACT`, `extension/factories/planDraft.ts`) and the path is
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+ derived exclusively through the accessor seam (`writeSessionArtifact`: file + provenance
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+ pointer) — so the only bytes it can ever write are the one working-plan artifact in the
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+ current run's data dir (gitignored scratch); the gate's `tool_call` `edit`/`write`/bash
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+ blocking is unchanged. Semantics: full rewrite per call, non-terminating, NOT a save —
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+ `plan_save`/`/plan-save` remain the canonical GitHub persist surface. Failure taxonomy (soft
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+ results, never throws): mistyped params → `bad_input`; empty/whitespace plan →
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+ `invalid_input`; no session `run_id` → `no_run_id`; file-or-pointer write failure →
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+ `write_failed`. Consumers read the draft only via `readSessionArtifact` (digest-validated,
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+ fail-open).
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+
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+ **File-first plan save (Node 2.2).** Both save surfaces resolve their plan through one shared
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+ resolver (`resolvePlanSource`, `extension/factories/planSave.ts`), in order: (1) the validated
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+ `plan-draft.md` artifact (`readSessionArtifact` — digest-validated, fail-open: no run_id / no
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+ pointer / fork run_id mismatch / missing file / digest mismatch all fall through); (2) the
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+ explicit `plan` param (tool only — now **optional** in the `plan_save` schema); (3) the
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+ `extractPlanMarkdown` transcript scrape — the universal fail-open last resort for every save
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+ surface; else the save refuses (`invalid_input` on the tool, a warning report on the command).
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+ When the artifact wins over a differing non-blank `plan` param, the ignored param is **surfaced**
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+ in the success message ("⚠ differing plan param ignored"), never silent and never a hard-fail.
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+ Non-param sources are announced in the success message (`plan source: …`; param-path messages
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+ stay byte-stable) and the machine-readable `plan_source` (`"plan-draft" | "param" |
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+ "transcript" | null`) always lands in the tool's `details`.
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+
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+ **The objective-draft file tool (Objective #352 Node 2.1).** The tool `objective_draft`
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+ (interior-only; no Python twin) is the objective-flavored twin of `plan_draft`: it writes the
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+ working objective during read-only objective authoring. It is allowlisted in `READ_ONLY_TOOLS`
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+ via the same structural carve-out argument (no path/name parameter; the artifact name is the
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+ fixed constant `objective-draft.json` — `OBJECTIVE_DRAFT_ARTIFACT`,
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+ `extension/factories/objectiveDraft.ts` — and the path derives exclusively through the accessor seam;
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+ the gate's `edit`/`write`/bash blocking is unchanged). The artifact is a **single JSON file**
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+ carrying `{schema_version: 1, title?, prose, roadmap}` — the structured roadmap rides
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+ **verbatim** (node-shape validation stays with the Python plane at save time, the
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+ `parse_structured_roadmap` path; an empty roadmap is allowed — only creation rejects
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+ roadmap-free objectives). **The JSON is storage/transport only** — the human review surface
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+ (node 2.2, Plannotator or the first-party editor) displays rendered markdown (the prose + a
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+ markdown roadmap table) derived from the artifact, never raw JSON. Semantics: full rewrite per
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+ call, non-terminating, NOT a save — `objective_save`/`/objective-save` remain the canonical
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+ GitHub persist surface. Failure taxonomy (soft results, never throws): mistyped params →
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+ `bad_input`; empty/whitespace prose → `invalid_input`; no session `run_id` → `no_run_id`;
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+ file-or-pointer write failure → `write_failed`. Consumers read the draft only via
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+ `readSessionArtifact` (digest-validated, fail-open). **The review surface (node 2.2, landed):**
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+ `plan_review` in an objective-author session reviews the **rendered markdown** —
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+ `readObjectiveDraft` (fail-open validation over the artifact: stderr warning + `null` on
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+ malformed JSON / non-object payload / wrong `schema_version` / blank prose) +
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+ `renderObjectiveDraft` (the prose plus a `## Roadmap` markdown table; a `Phase` column only
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+ when some node carries one; cells sanitized) — **never raw JSON, never the `plan` param,
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+ never the transcript**. No draft → soft-skip `reason: "no_objective_draft"` with an
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+ `objective_draft` redirect. **The approval→save orchestration (node 2.3, landed):** an
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+ APPROVED outcome wires into the `objectiveApprovalSave` seam (`extension/factories/objectiveSave.ts`,
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+ the objective sibling of `approvalSave`): the seam **re-reads the structured artifact at save
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+ time** (`readObjectiveDraft` — never the rendered markdown, never a param, never the
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+ transcript) → `saveObjective` → D1a gate exit on a successful save (snapshot
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+ `gating.isActive()` before the save) → a **terminating** result; a failed save is
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+ non-terminating, the gate stays read-only, and the human `/objective-save` failsafe is
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+ directed. Title precedence: an explicit title wins; else the draft's `title`; else the cold
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+ door derives from the prose heading.
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+
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+ **Provenance (Node 1.3).** Session artifacts become *consumable* only via their
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+ `session_artifacts` pointer in `perk:workflow-state` (§8.3) — a bare file on disk is never
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+ trusted. The digest convention is `sha256:<hex>` of the bytes **read back** from disk after
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+ the write. Validation derives the path from `run_id` + `name` through the accessor seam; the
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+ recorded `path` is informational only and never dereferenced (workflow-state entries are
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+ reconstructable from untrusted session history). Lifecycle: **rewind** ⇒ the rebuilt branch
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+ carries an older pointer while disk holds newer bytes ⇒ digest mismatch ⇒ refusal; **fork /
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+ concurrent sessions** ⇒ the pointer's `run_id` ≠ the active one ⇒ refusal (no inheritance —
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+ a fork child's data dir starts empty); **reload / compaction** ⇒ same `run_id` ⇒ pointer and
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+ dir persist through the LWW rebuild. Consumers fail open to their fallback when validation
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+ refuses (the reader returns `null`; mismatched-run_id refusals are silent by design, broken
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+ promises — missing file, digest mismatch — warn on stderr).
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+ - **GC is perk-owned:** prune `scratch/runs/<id>/` + `handoff/<id>.json` per two rules —
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+ **terminal-stage** (a *consumed* handoff whose `stage` has empty registry `successors`;
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+ currently exactly `learn`, computed never hardcoded) ⇒ eligible regardless of age; and
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+ **age** (older than `max_age_days`, default **14**) ⇒ eligible. The age is the run's ULID
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+ self-date (`run_id` names self-date; fork suffixes strip via the base ULID), with the run
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+ dir's / handoff file's `st_mtime` as the fallback for stray non-ULID names. Warm-minted run
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+ dirs (no handoff ⇒ no stage) are age-pruned only. Current-run protection: a candidate whose
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+ base ULID matches `$PERK_RUN_ID` (incl. its `<ulid>.<n>` fork children) is always kept.
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+ Degrade-graceful: an unreadable handoff contributes no stage (age rule only — never
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+ terminal-prune on a guess); a broken registry degrades the terminal set to empty (the age
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+ rule still applies — GC never crashes on a broken install). Surfaces: the `cache-gc` `doctor`
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+ check (a `warn` with remediation `perk state prune` whenever anything is prunable — **no
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+ `--fix` arm**: deletion is *exclusively* `perk state prune`) and the `perk state prune`
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+ command (alias `gc`; `--dry-run`/`--max-age-days`/`--json`). Policy home: `perk/state/gc.py`
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+ (exterior-owned; no TS twin). (erk accumulated session dirs precisely because GC was undefined.)
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+ - `.gitignore`: `.pi/workflow/` transient subtrees are not committed; `plans/` may be cached
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+ locally but GitHub is canonical. `init` manages the relevant `.gitignore` entries (incl.
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+ `/.pi/workflow/plan-ref.json` and `/.pi/workflow/plan.md` — local mirrors; the canonical plan
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+ lives in GitHub). The materialized `plan.md` body is transient and must never be tracked;
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+ `perk doctor --fix` untracks a legacy-committed copy and drops any stray ungrouped ignore line
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+ (#43).
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+ - **`plan-ref.json` (`cache.plan-ref`, T2b):** the provider-agnostic plan-ref payload (§8.4)
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+ written verbatim. One active ref per checkout/worktree (`.pi/workflow/` is per-checkout). The
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+ **Python cold door** (`perk plan-save`) writes it on a real save; the **extension** reads it
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+ on `session_start` to reconcile `active_plan_ref` (§8.3). The cross-plane contract is the
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+ *file* (`perk/state/cache.py` ↔ `extension/substrate/cache.ts`), not a shared module.
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+ - **Selector vs binding duality (#43).** The file plays **two roles by checkout**. In the
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+ **repo root** it is a mutable **selector** — "the plan a no-arg cold `perk implement`
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+ consumes next" — written by `save`; the `worktree: none` stages (`plan`/`objective-plan`/
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+ `save`) run here. In a **`plan-<N>` worktree** it is the durable **binding** — "this
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+ worktree IS implementing plan #N" — materialized by the implement cold door; the worktree
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+ stages (`implement`/`submit`/`address`/`land`/`learn`) run here. The selector is *not*
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+ canonical history (GitHub is); it self-heals at the next `save`. The extension must never
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+ let a stale **root selector** leak into a fresh planning session — hence the stage-gated
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+ reconciliation in §8.3.
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+
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+ State keys (registry vocabulary): `cache.plan`, `cache.plan-ref`, `cache.scratch`,
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+ `cache.handoff`, `cache.markers`, `cache.session-data`.
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+
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+ ---
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+
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+ ## §8.2 · The `PERK_RUN_ID` protocol (Q2)
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+
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+ `run_id` is a perk-minted **ULID** (time-sortable → trivial chronological ordering and
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+ "GC older than N" queries). It is simultaneously the **launch token**, the **cache key**
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+ (`scratch/runs/<run_id>/`, `handoff/<run_id>.json`), and the **correlation key** tying the
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+ CLI launcher → handoff blob → the session's `perk:workflow-state` entry → scratch dir →
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+ GitHub event blocks → worker logs.
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+
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+ **Channel — an env var (the only clean Pi launch channel).** Pi exposes no first-class
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+ "pass control data to the extension at launch" flag. The CLI sets `PERK_RUN_ID=<ulid>` in the
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+ environment before `exec pi`; an initial message or `@file` would pollute LLM context.
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+
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+ **Claim (on `session_start`)** — strict verified linkage (`Q3` establish-before-consume):
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+ 1. read `process.env.PERK_RUN_ID`;
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+ 2. load + verify `handoff/<run_id>.json` (read-back; on mismatch raise a hard, actionable
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+ error — never a silent `pass`);
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+ 3. record `run_id` in `perk:workflow-state` (§8.3);
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+ 4. mark the handoff **consumed**.
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+
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+ **Optional handoff link context (`objective_id`/`node_id`, #78).** Beyond the claim fields, a
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+ stage may stash extra keys in its handoff blob (the TS `Handoff` interface already carries
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+ `[key: string]: unknown`). `objective-plan` writes the `objective_id`/`node_id` it just marked
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+ `planning` so a later `perk plan-save` recovers the objective→node link **regardless of which save
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+ surface the model used** — the `plan_save` *tool* passes the link explicitly, but an
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+ approval-triggered `approvalSave` (and its `/plan-save` manual-failsafe invocation, which takes
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+ only an optional title) carries no link params at all; the warm `objective_node_claim` carrier
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+ (§8.3) covers those in-session, and this cold handoff carrier covers the relaunch/cold path
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+ (→ §8.23). `plan-save` reads the
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+ handoff and defaults `objective_id`/`node_id` from it only when neither flag was passed (explicit
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+ flags always win; a non-objective handoff has no `objective_id`, so plain planning is unaffected).
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+
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+ The same carrier ferries `consumed_learn` (#102). `learn-docs` launches a **read-only** plan-mode
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+ session, where the `plan_save` *tool* is gated out (`toolGating.ts`); the save lands review-first
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+ through `approvalSave` (or the `/plan-save` failsafe), and only the `plan_save` tool's explicit
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+ `consumed_learn` param can carry the numbers warm — the handoff carrier makes the consume
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+ mechanism independent of which surface fired. The `learn-docs` cold door stashes them as
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+ `handoff_extra={"consumed_learn": […]}`, and
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+ `plan-save` recovers them (`_consumed_learn_from_handoff`) when `--consumed-learn` is absent
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+ (explicit flag wins; a non-factory handoff has no key, so plain planning is unaffected). This makes
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+ the consume mechanism independent of which save surface the model used.
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+
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+ **Fork ≠ branch (easy to get wrong).**
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+ - A **fork** (`/fork`, `/clone`, `ctx.newSession({ parentSession })`, or a headless
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+ `pi --fork`) creates a **new session file** that inherits the parent's entries — so the
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+ parent's `perk:workflow-state` (hence its `run_id`) is present in the child's
224
+ `getBranch()`. **Detect a fork by the `run_id ↔ pi_session_id` mapping, not the
225
+ `session_start` reason:** a headless `pi --fork` arrives as `reason: "startup"` (not
226
+ `"fork"`) with no `previousSessionFile`, so reason-based detection is unreliable. On
227
+ `session_start`, compare the rebuilt entry's recorded `pi_session_id` to the **current**
228
+ session handle (the basename of `getSessionFile()`): **equal ⇒ reload** (keep the
229
+ `run_id`); **different ⇒ fork** — the `run_id` was inherited from another session, so
230
+ **derive a child-scoped id `<run_id>.<n>`**, record the parent as `predecessor`, and
231
+ isolate the child's scratch. Do **not** blindly inherit `PERK_RUN_ID` (that would hand the
232
+ parent's id to the child).
233
+ - `/tree` branches **in place** (same file / UUID / process), so `PERK_RUN_ID` in the env
234
+ survives and the `run_id` stays **stable**.
235
+
236
+ **Mint doctrine (three-way).** A warm in-session *stage transition* **keeps** the `run_id`
237
+ (matches the registry per-stage `run_id` policy); a *cold* relaunch **mints** a new `run_id`
238
+ in the **Python plane** (`perk/state/run_id.py`) that **records its predecessor**, so resume/relaunch
239
+ chains stay traceable; and a **warm session with no identity** (decideClaim's `none` arm — no
240
+ branch `run_id`, no `PERK_RUN_ID`: ad-hoc `pi`, `pi --plan`, spawned subagent children) **mints
241
+ its own ULID in the TS plane** (`extension/substrate/runId.ts`) on `session_start`, recording
242
+ `{run_id, pi_session_id}` via the strict append seam (§8.3) — **no predecessor, no handoff, no
243
+ disk artifacts**. A **failed cold claim never falls back to a mint** (`PERK_RUN_ID` set but the
244
+ handoff missing/mismatched stays a loud unclaimed error — minting would mask a launcher bug).
245
+ Under `PERK_SELFCHECK`, the T3 sentinel records a successful warm mint as `source: "mint"`.
246
+
247
+ The Pi session UUID is kept as a **secondary handle** (needed for `SessionManager.open` /
248
+ `continueRecent` on resume); the `run_id ↔ pi_session_id` mapping lives in `perk:workflow-state`.
249
+
250
+ ---
251
+
252
+ ## §8.3 · The `perk:workflow-state` schema (Q1)
253
+
254
+ The single namespaced session entry holding transient (tier-3) workflow state.
255
+
256
+ **Record (per-field last-write-wins):**
257
+
258
+ | field | type | meaning |
259
+ |---|---|---|
260
+ | `run_id` | string (ULID) | the perk run this session belongs to (§8.2) |
261
+ | `predecessor` | string \| null | the prior `run_id` this run forked from (or cold-relaunched after), §8.2; null for an original run |
262
+ | `pi_session_id` | string | the current session handle — the basename of Pi's session file; the **fork discriminator** (§8.2) and the key to resume via `SessionManager.open`/`continueRecent` |
263
+ | `mode` | string | the active registry stage `mode` (`read-only` / `read-write`) — **structurally gates tools** (P2.T1, see below) |
264
+ | `stage` | string | the registry stage id this run is acting on, recorded at cold **claim** from the handoff (P3.T2); lets the interior distinguish two read-only stages (e.g. `objective-author` vs `plan`) and inject the right authoring context |
265
+ | `active_plan_ref` | object \| null | the provider-agnostic plan ref (§8.4); null during early `plan` |
266
+ | `active_objective` | string \| null | the active objective id; **live since P2.T9** (`/objective <id>` sets it, `/objective clear` nulls it) |
267
+ | `last_review_batch` | object \| null | the last processed review batch (P2.T7): `{ pr, counts:{actionable,informational,praise,question}, resolved_thread_ids:[…], at:ISO }` |
268
+ | `session_artifacts` | object \| null | per-name session-artifact provenance pointers `{run_id, name, path, digest, at}` (Node 1.3, §8.1); appends carry the **whole merged map** (per-field LWW); strict-append tier |
269
+ | `objective_node_claim` | object \| null | the objective node this session has claimed `planning` (`{ objective, node }`, Node 2.3 of #339); written by the warm `objective_node` tool on a successful `planning` transition, cleared on a successful non-planning transition for the same node and after a successful node-linked plan save; best-effort tier (cheaply reconstructable; loud-but-non-fatal) |
270
+ | `conflict_resolution_attempts` | number | the bounded conflict-resolution re-drive counter (#556): incremented each time `/submit` drives the `perk.conflict-resolver` subagent on a definitively-unmergeable PR, reset to 0 on a clean submit; best-effort tier (cheaply reconstructable) |
271
+
272
+ **Persistence channel:** `pi.appendEntry("perk:workflow-state", data)`. (The *other* Pi
273
+ channel — tool-result `details` — is for state that *is* a tool's output; this is not that.)
274
+
275
+ **Rebuild (non-negotiable discipline, pi §4):** scan `ctx.sessionManager.getBranch()` for
276
+ `entry.type === "custom" && entry.customType === "perk:workflow-state"`, **on both
277
+ `session_start` AND `session_tree`** (skipping `session_tree` is the bug that makes state
278
+ stale after the user navigates the tree). Apply **per-field last-write-wins** so two tools
279
+ writing different fields in the same turn don't clobber each other.
280
+
281
+ **Subtlety borrowed from `plan-mode`:** when reconstructing state tied to a current
282
+ execution, only re-scan entries **after** the marker that began it, so stale fields from a
283
+ previous execution don't resurrect.
284
+
285
+ **Verified linkage tier (Q3):** the `run_id ↔ pi_session_id` mapping and `active_plan_ref`
286
+ are **strict** (durable/cross-process → read-back + correct ordering); purely transient
287
+ fields cheaply reconstructable on the next `session_start`/`session_tree` are
288
+ best-effort-with-logging (never silently swallowed).
289
+
290
+ **`active_plan_ref` reconciliation (T2b, stage-gated #43):** on `session_start`, after the
291
+ run_id claim, the extension reconciles `cache.plan-ref` into `active_plan_ref` — but **only
292
+ when the launched stage *consumes* the ref**, i.e. the stage's registry `requires`/`reads`
293
+ list `cache.plan-ref`. That is exactly the worktree binding stages
294
+ (`implement`/`submit`/`address`/`land`/`learn`); the root `worktree: none` stages
295
+ (`plan`/`objective-plan`/`save`) do **not** consume it, so a fresh planning session never
296
+ inherits the stale **root selector** (§8.1's duality). The launched stage is read from the
297
+ run's **handoff** blob (`stage`); only a settled run has one — `claim` (cold) reads it from
298
+ the claimed run, `keep` (reload) from the kept run, and `fork`/`none` carry **no launched
299
+ stage** (so they never re-read the file, relying on the LWW rebuild). When the stage does
300
+ consume the ref, the extension appends `active_plan_ref` **iff** the rebuilt value does not
301
+ already match the file — **idempotent by `(provider, pr_id)`** (so reloads don't duplicate
302
+ and a fork keeps the inherited ref), with a **strict read-back** (loud-but-non-fatal on
303
+ mismatch, headless-safe). When it does not consume the ref, an already-linked
304
+ `active_plan_ref` is still **preserved** via the LWW rebuild, but the file is never read.
305
+ `session_tree` re-reads nothing — the per-field LWW rebuild already restores
306
+ `active_plan_ref`, so branch navigation preserves it. The registry is the gate's source of
307
+ truth; if it fails to load, reconciliation stays **permissive** when a launched stage is
308
+ present (to preserve implement linkage). **No clearing** of the selector anywhere — gating
309
+ alone fixes the leak, and the Python plane is untouched.
310
+
311
+ **Warm `/plan-save` direct linkage (T3):** the in-session warm door appends `active_plan_ref`
312
+ **directly** after a successful save (same strict read-back, idempotent by `(provider, pr_id)`),
313
+ so the live session is linked without waiting for the next `session_start`. Both writers feed the
314
+ same LWW field; a warm append makes the next reload's reconciliation a no-op. This makes the warm
315
+ `save` stage a direct writer of `session.workflow-state`. The warm door also **surfaces the
316
+ objective node→plan link outcome** returned by `perk plan-save` (`objective_node`): a successful
317
+ advance shows `→ in_progress`, a failed one shows a visible `⚠ … NOT advanced — re-run /plan-save`
318
+ warning (§8.4 "The node↔plan link") — it is not silently swallowed. The warm door's decode of the
319
+ `perk plan-save --json` payload is strict **only** on `plan_ref` (the field appended to
320
+ workflow-state); the rendered issue id/url are derived from it (byte-identical by construction in
321
+ the cold door, which builds the ref from the issue), and `existed`/`objective_node` are advisory —
322
+ so a successful cold save can never be reported as a warm failure by render-only payload fields
323
+ (e.g. under CLI↔extension version skew, the #387/#390 incident).
324
+
325
+ **Approval→save orchestration seam (Node 2.3 of #339).** The exported `approvalSave` seam
326
+ (`extension/factories/planSave.ts`) is the shared APPROVED-review → save orchestration: artifact-first plan
327
+ resolution (`resolvePlanSource`) → `savePlan` → gate exit on success (the D1a pattern — snapshot
328
+ `gating.isActive()` before the save, `gating.exit` only on a successful save; a failed save leaves
329
+ the gate on). The `/plan-save` command is now the **manual failsafe** invocation of the same seam;
330
+ the `plan_review` door wires **two review backends** into it — plannotator's browser review
331
+ (Node 2.4) and the **first-party in-TUI editor review (Node 2.5)** — and those two backends cover
332
+ **every** selection (plannotator → the browser bridge; any other selection, tombell included, →
333
+ the first-party in-TUI review); all three authoring contexts (`PLAN_AUTHORING_CONTEXT`,
334
+ `PLAN_ADAPTER_PLANNOTATOR_CONTEXT`, `PLAN_ADAPTER_TOMBELL_CONTEXT`) now speak review-first, and
335
+ APPROVED outcomes run this seam. No resolvable plan source → a `no-plan` outcome, nothing saved, gate untouched
336
+ (fail-open; callers render their own fallback). **Warm node-link recovery:** when a save reaches
337
+ `savePlan` with **both** `objectiveId` and `nodeId` absent (an approval-triggered save carries no
338
+ model params), the link is recovered **both-or-neither** from the rebuilt `objective_node_claim`;
339
+ any explicit value (even one) wins outright — never mixed; a malformed/missing claim never blocks
340
+ the save. The cold handoff recovery (`perk plan-save` `_link_from_handoff`, #78) is unchanged
341
+ underneath — if both carriers exist the recovered values match, and Python's explicit-flags-win
342
+ ordering is preserved. A successful node-linked save clears the matching claim (best-effort).
343
+
344
+ **Plan-issue title (#129).** The warm door now **actually forwards** an explicit `title` to
345
+ `perk plan-save --title` (it was previously accepted by `savePlan` but silently dropped). When no
346
+ explicit `title` is given, it **best-effort generates one** via the session model
347
+ (`extension/factories/planTitle.ts` → `extension/substrate/structuredOutput.ts`, a reusable structured-output substrate
348
+ over `@earendil-works/pi-ai` tool-calling) and forwards that. Every failure mode (no model,
349
+ unresolved auth, a model error, no tool call, schema-invalid args, an empty sanitized title) and the
350
+ `PERK_NO_LLM` offline gate (set by the test harness, never by the production CLI) yield **no**
351
+ `--title`, so the cold door's deterministic `plan.derive_title` fallback takes over — a save is never
352
+ blocked. The cold door's `--title`/`derive_title` contract is unchanged.
353
+
354
+ State key (registry vocabulary): `session.workflow-state`.
355
+
356
+ **Objective budget + compaction (P2.T9).** With `active_objective` now live, the TS substrate
357
+ (`extension/factories/objective.ts`, `registerObjective`) adds three pieces, all **inert when no objective
358
+ is active** and **never throwing** (logged-not-thrown, like checkpoints):
359
+ - **`/objective [<id>|clear]`** — `<id>` appends `{ active_objective: <id> }` to
360
+ `perk:workflow-state` (LWW field) **and** seeds a dedicated `perk:objective-budget` activation
361
+ marker `{ objective_id, activated_at: <ISO> }`; `clear` appends `{ active_objective: null }`; no
362
+ arg shows the current objective + budget line. The dedicated `perk:objective-budget` entry keeps
363
+ high-churn budget data **off** the shared `perk:workflow-state` record (mirrors checkpoints'
364
+ dedicated entry).
365
+ - **Budget accounting** — a stateless rebuild (the `goal.ts` pattern): scan the branch for
366
+ `role === "assistant"` messages **after** the latest `perk:objective-budget` marker, summing
367
+ `max(0, usage.input) + max(0, usage.output)`; elapsed = `now − activated_at`. Surfaced as the
368
+ **objective segment of the single composed `perk` status slot** (segments ordered objective →
369
+ checkpoints per charter D2, joined with two spaces, composed by `surfaces.ts createPerkStatus` —
370
+ headless calls are full no-ops); the `perk-objective` **widget is retired** (node 2.3) — the
371
+ status segment carries id + tokens + elapsed (`🎯 <id> · <tokens> tok · <elapsed>`). In TUI mode
372
+ the segment renders inside the **perk-owned footer** (node 3.1, see the checkpoints block below);
373
+ the composed `perk` status slot keeps publishing and is the RPC-visible surface. Rebuilt on
374
+ `session_start`, `session_tree`, **and** `agent_end` (survives reload/branch/compaction for
375
+ free). Pure helpers
376
+ (`sumAssistantTokens` / `formatBudgetLine` / `findBudgetMarker` / `rebuildBudget`) are
377
+ offline-tested.
378
+ - **Threshold-triggered compaction** (the `trigger-compact.ts` pattern) — on `turn_end`, **only
379
+ when `active_objective != null`**, read `ctx.getContextUsage()` and call `ctx.compact({…})` when
380
+ usage crosses a threshold (default `0.8`; overridable via `[objective] compact_threshold` in
381
+ `.pi/perk.toml`, read through `extension/substrate/config.ts` — written as a **quoted** value because the
382
+ TOML subset reads only strings). The decision is the pure `shouldCompact(usage, threshold)`;
383
+ compaction is best-effort (`onError` logs and continues). The custom cheaper-model
384
+ `session_before_compact` summary is **deferred** — T9 ships the simpler `ctx.compact` trigger.
385
+
386
+ No model-facing bounded transition tools are added here — the `objective-plan` stage, the plan
387
+ factory, and the "fire only when…" tools are **T10**.
388
+
389
+ **Objective authoring loop (P3.T2).** Objective *creation* is now a first-class read-only → save
390
+ loop, the mirror of the `plan → save` spine. Two new registry stages precede `objective-plan` as
391
+ the new single initial: `objective-author -> objective-save -> objective-plan -> plan -> …`.
392
+ - **`perk objective-author`** (a dedicated seeded cold door, like `objective-plan`) opens a
393
+ **read-only** authoring session, seeded with the objective-authoring guidance. Its handoff records
394
+ `stage: objective-author`, claimed into `perk:workflow-state.stage`.
395
+ - **Coupling break (the `stage` field).** `extension/factories/planMode.ts` previously injected its
396
+ plan-authoring context on *any* read-only gate. An `objective-author` session is **also**
397
+ read-only, so plan mode now **defers** when `stage === "objective-author"`, and
398
+ `extension/factories/objectiveAuthor.ts` injects its own `perk:objective-author-context` instead (keyed off
399
+ read-only gate **AND** the stage; stripped from `context` when no longer authoring — the same
400
+ hygiene plan mode applies). Exactly one authoring context is present. The injected
401
+ objective-authoring context is optionally extended by the **same** `[workflow] plan_authoring`
402
+ addendum the plan-authoring injection consumes (read per-event via `extension/substrate/config.ts`'s
403
+ `loadPerkConfig`) — verbatim reuse, no new config key.
404
+ - **`objective_save` warm door** (`extension/factories/objectiveSave.ts`, the mirror of `planSave.ts`). The
405
+ `objective_save` **tool** takes `prose` + a **structured `roadmap`** (a JSON array of nodes —
406
+ never hand-written YAML) and delegates the write to `perk objective create --body <file> --roadmap
407
+ <json> --run-id <rid> --json` (canonical mutation in Python, idempotent on the run_id). On success
408
+ it links the live session: appends `active_objective` **and** seeds a fresh `perk:objective-budget`
409
+ activation marker (mirrors `/objective <id>`), so budget tracking starts immediately; it
410
+ **terminates** the turn. The `/objective-save` **command is the artifact-first manual
411
+ failsafe** (#352 Node 2.3): it invokes the shared `objectiveApprovalSave` seam (re-read the
412
+ structured `objective-draft.json` artifact → `saveObjective` → D1a gate exit on success) and
413
+ relays the save message (`error` severity on a failed save — the gate stays read-only). Only
414
+ when **no draft exists** does it fall back to the legacy drive-the-session behavior: exit the
415
+ read-only gate (so the `objective_save` tool becomes reachable) and inject guidance via
416
+ `pi.sendUserMessage` instructing the model to call `objective_save` with `prose` + the
417
+ structured `roadmap` (mirrors `/address`, `/objective-plan`) — objectives have no transcript
418
+ scrape by design (a roadmap is structured data, unscrapeable), so a draftless session still
419
+ needs the driven save path. The tool is structurally unreachable while read-only and remains
420
+ the post-gate-exit direct failsafe.
421
+ - **Structured roadmap (never hand-written YAML).** `create_objective_issue` gains an optional
422
+ `roadmap_nodes`; `perk objective create` gains `--roadmap <json>` (parsed via
423
+ `objective.parse_structured_roadmap`, where per-node `status` is optional and defaults to
424
+ `pending`). When `--roadmap`/`roadmap_nodes` is given the body is pure prose; otherwise the legacy
425
+ body-embedded roadmap parse still applies (the cold-CLI path). **Creation requires ≥1 roadmap
426
+ node**: `perk objective create` rejects an empty roadmap with `error_type: empty_roadmap` (exit 1)
427
+ and `create_objective_issue` raises `GitHubError` — the parse/read layer stays lenient (existing
428
+ node-less issues remain readable/closable). The judgment layer lives in the `perk-objective-author`
429
+ skill, which now speaks the review-first discipline (draft via `objective_draft` → `plan_review`
430
+ → approval auto-save; `/objective-save` is the artifact-first failsafe) — #352 Node 3.2.
431
+
432
+ **Objective plan factory + transition tools (P2.T10).** The objective **transition** surface on top
433
+ of T9's mechanics (`extension/factories/objectivePlan.ts`, `registerObjectivePlan`):
434
+ - **`/objective-plan [<number>] [--node ID]`** — the warm entry: resolve the objective (arg, else
435
+ `active_objective` from the rebuilt `perk:workflow-state`) and `pi.sendUserMessage(...)` the
436
+ factory guidance to start the loop (mirrors `/address`). Headless-safe. On invocation it ALSO
437
+ **enters the read-only gate** when it is off (skip-if-active: no duplicate `mode` append or
438
+ announce when already read-only): appends `mode: "read-only"` to `perk:workflow-state` via
439
+ `gating.enter` and reports a dedicated announce line — parity with the cold door's registry
440
+ `mode: read-only` handoff claim. Gate **exit** remains owned by `plan_save` (D1a, approval
441
+ auto-save included) / `/plan` off; the no-objective warning path never enters the gate.
442
+ (Objective #352 Node 1.2.) As of #352 Node 3.1 the injected factory guidance (warm
443
+ `factoryGuidance`; mirrored by the cold `_seed_prompt`, which adds handoff claim recovery and
444
+ drops the mark step) instructs the **file-first loop**: the **unconditional** `planning` mark
445
+ (the successful transition records the `objective_node_claim`), `plan_draft`/`plan_review`,
446
+ the approval-driven save with both-or-neither link recovery from the claim, and
447
+ `plan_save`-with-both-ids as the manual failsafe.
448
+ - **`objective_node` tool** — the BOUNDED model-facing transition. It **delegates** the mutation to
449
+ the Python cold door (`perk objective node`, canonical mutations in Python) and **never throws**
450
+ (soft `details.ok`, mirrors `resolve_review_threads`). Params `{ objective, node, status?, pr?,
451
+ audit? }`; exec args are built **conditionally** (matching T9's optional `--status`/`--pr` —
452
+ `--status ""` is a Click error, so it is omitted when no status change): a **`pr`-only backlink**
453
+ (`pr` present, `status` absent) → `["objective","node",N,"--node",id,"--pr",pr,"--json"]` (no
454
+ `--status`, no audit); a **status change** adds `["--status",status]` (and `--pr` only if also
455
+ given). A call with **neither `status` nor `pr`** is refused (`bad_input`, no exec).
456
+ - **Completion-audit gate (model-path-only).** When `status === "done"` the tool requires a
457
+ **non-trivial `audit`** and refuses otherwise (`audit_required`, **no exec**). Non-trivial **iff**
458
+ `audit` is a string whose value **after `.trim()` is ≥ 40 characters**. This is a property of the
459
+ **model-facing boundary**, NOT an invariant on the node-`done` state: the canonical cold CLI
460
+ (`perk objective node --status done`, human/CI) has **no** audit gate, and **T11's auto-on-merge
461
+ node-done deliberately sets `done` without an audit**. Both are intentional non-audited paths — the
462
+ refusal protects the model's path only. The "are we done?" judgment text (prompt-to-artifact
463
+ checklist; treat uncertainty as not-done) lives in the `perk-objective-plan` skill.
464
+ - **The node↔plan link.** plan→objective is carried by the plan header/ref `objective_id` (threaded
465
+ through `perk plan-save --objective-id` + the `plan_save` tool's `objective_id` param). The
466
+ objective→plan backlink (`node.pr`) **and** the `planning → in_progress` advance are now set
467
+ **atomically by `plan-save`** when invoked with `--objective-id` + `--node-id` (warm `plan_save`
468
+ tool params `objective_id` + `node_id`) — a single `update_objective_node(status=in_progress,
469
+ pr="#<issue>")` write, **fail-open + non-fatal + idempotent on re-save** (the plan already exists
470
+ so a link failure is non-fatal and surfaces `objective_node.error`; the same `run_id` re-links on
471
+ a retried save). On a failed advance, the **warm `/plan-save` door surfaces the outcome to the
472
+ user** — it appends a `⚠ objective node <id> NOT advanced — re-run /plan-save to retry` note to
473
+ the save-result text (rendered by both the `plan_save` tool and the `/plan-save` command) and
474
+ notifies at **`warning`** severity (mirrored to stderr in headless runs), not merely a Python
475
+ stderr line. Re-running `/plan-save` with no further arguments retries the advance idempotently.
476
+ The standalone `objective_node` `pr`-only shape remains for **manual
477
+ repair** but is no longer part of the factory loop. T11's reconciliation-on-land consumes both
478
+ directions.
479
+ - **Node lifecycle = a resumable lease (factory selection).** `planning` is a **resumable claim**
480
+ (intent to plan; no saved plan yet — `objective-plan` re-selects it, an abandoned claim self-heals;
481
+ the eager mark is idempotent). `in_progress` is a **committed plan** (saved, node→plan backlinked,
482
+ awaiting land). `done` is set by the land path (`nodes_for_pr`) or the audited tool. Factory
483
+ selection lives in `objective.DependencyGraph`: `plannable_nodes()` (membership: unblocked ∧
484
+ (`pending`, or `planning` with **no** `pr`), position order — feeds the explicit `--node` lookup);
485
+ a `planning` node **with** a `pr` and any `in_progress` node are `in_flight_nodes()`;
486
+ `resumable_claims()` is the unblocked `planning`-with-no-`pr` subset (the "live or abandoned
487
+ claim" set the surfaces report). `next_plannable()` — the single implicit-selection method (so
488
+ `objective next`/`show` resume a claim; the `--json` field name stays `next_node`) — is
489
+ **pending-first**: the first unblocked `pending` node by position, then the first resumable claim
490
+ by position. Rationale: a claim cannot be distinguished from a session actively planning in
491
+ another terminal, so implicit selection never steals/duplicates a possibly-live claim while safe
492
+ pending work exists; self-healing of abandoned claims is preserved as the fallback (and via
493
+ explicit `--node`). This makes **parallel `objective-plan` launches** on independent nodes the
494
+ supported behavior: the first launch marks its node `planning` (removing it from the pending
495
+ set), the second launch selects the next unblocked pending node. The cold door surfaces the
496
+ skipped-claim set (a stderr `note:` line on non-JSON-payload paths + a `skipped_claims` array in
497
+ the `--dry-run --json` payload), and `objective show --json` carries `resumable_claims` (full
498
+ node dicts) for multi-terminal coordination.
499
+ **Accepted backlink race:** concurrent `update_objective_node` writes (two parallel `plan_save`s,
500
+ or a save racing a second door's `planning` mark) are read-modify-write on the issue body, so a
501
+ simultaneous write can drop one node's update. Accepted, not fixed (erk shipped the same as a
502
+ tripwire): the loser is recoverable — `/plan-save` re-save is idempotent and retries the link,
503
+ and `perk objective node` is the manual repair. No optimistic-concurrency machinery.
504
+ `classify_for_planning()` returns
505
+ `plannable`/`in_flight`/`blocked`/`complete` and drives the cold door's honest errors
506
+ (`objective_in_flight` is a new `error_type`, exit 1, in place of the old misleading "all blocked
507
+ or complete"). `objective show --json` gains `selection_kind`.
508
+
509
+ **Objective reconciliation after landing (P2.T11).** When a PR linked to an objective node merges,
510
+ the roadmap reconciles against what actually landed — two seams matching the D9 Mechanical/
511
+ Reconcilable/Immutable typing:
512
+ - **Mechanical (on land).** The land path auto-marks the backlinked node(s) `done` — fail-open and
513
+ non-audited (the audit gate is the model-tool boundary only). The warm `/land` then **auto-drives**
514
+ the reconcile pass: it injects the same `reconcileGuidance` message `/objective-reconcile` injects
515
+ (`deliverAs: "followUp"` from the terminating `land` tool, an immediate turn from the idle `/land`
516
+ command) instead of printing a manual nudge.
517
+ - **Reconcilable (warm, post-merge).** `/objective-reconcile [<number>]` resolves the objective via
518
+ a **three-tier** lookup — arg → `active_objective` → `readPlanRef(cwd).objective_id` (the
519
+ just-landed objective sitting in the plan-ref, so the post-land path works even when the user
520
+ never ran `/objective`) — then `pi.sendUserMessage(...)` the reconcile guidance (mirrors
521
+ `/objective-plan`; headless-safe). The `reconcile_objective` tool (`{ objective, prose }`) writes
522
+ the prose to a run-scoped scratch file and delegates to `perk objective reconcile … --body <path>`
523
+ (never throws); it rewrites ONLY the marker-bounded Reconcilable prose region (the roadmap table +
524
+ Immutable notes are structurally never touched). The `objective_node` tool gains a `description?`
525
+ param (node scope/naming reconciliation) — `buildObjectiveNodeArgs` relaxes its structural refusal
526
+ so a `description`-only call is valid; the `status:"done"` audit gate is unchanged. The judgment
527
+ text lives in the `perk-objective-reconcile` skill.
528
+
529
+ **Session-lifecycle gates (T4b).** The interior guards `session_before_switch` /
530
+ `session_before_fork` with a **dirty-repo check** (`git status --porcelain` via `pi.exec`),
531
+ **scoped to active perk workflows** (`active_plan_ref != null` — perk never interferes with
532
+ non-perk forks/switches). A dirty tree in an active workflow returns `{ cancel: true }` with a
533
+ loud message (notify if UI, else stderr) — **fail-safe-headless** (it cancels in both modes; there
534
+ is no proceed-anyway in Phase 1). A clean tree, or any transition outside a workflow, is allowed
535
+ (returns `undefined`); if `git status` itself fails (e.g. not a repo) the gate allows (it is a
536
+ hygiene guard, not a repo validator). The warm `/implement` command
537
+ *enforces* `implement.doors.warm: false` for the **cross-worktree** transition: outside an impl
538
+ context it refuses and points to the cold door `perk implement`. The proceed-anyway confirm dialog
539
+ + `git-checkpoint` stash-on-turn are Phase 2.
540
+
541
+ **Warm `/implement` in-worktree handoff (P2.T2b).** `implement.doors.warm` stays **`false`** — the
542
+ plan→implement *stage transition* is cold-only because **no extension-reachable session API can
543
+ change cwd** (the `ExtensionCommandContext` surface exposes `newSession`/`switchSession`, neither of
544
+ which takes a cwd; `cwdOverride` lives only on the lower `SessionManager.open`, out of reach
545
+ in-session — D2). What T2b adds is the in-process twin of the cold door usable **inside** an active
546
+ impl worktree (same cwd): when `/implement` runs in an impl context (read-write + a linked
547
+ `active_plan_ref`), it offers a lossless `ctx.newSession` fresh-context handoff seeded (via
548
+ `withSession` → `sendUserMessage`) with the plan-read priming (`implementHandoffPrompt`, the
549
+ in-session twin of `perk/run/launch/prompts.py`'s `_initial_prompt`: read the plan from its canonical source,
550
+ implement, `/submit` — carry the plan forward, never summarize it). Model-visible output is capped
551
+ (a single short confirmation; the durable state is the worktree's materialized plan-ref + the plan
552
+ issue). Dirty-tree hygiene is gated **manually** in the handler (a `newSession` session-replace may
553
+ bypass the `session_before_*` gate, so the handler re-checks `git status --porcelain` and refuses on
554
+ a dirty tree), fail-safe-headless. This is a **context refresh, not a stage transition** — the
555
+ registry's `implement.doors.warm: false` is unchanged.
556
+
557
+ **Checkpoints (P2.T2c).** Implementation progress is tracked in a **dedicated `perk:checkpoint`**
558
+ session entry (D3) — kept OFF the `perk:workflow-state` record because progress is high-churn (an
559
+ append every advancing `turn_end`), and a separate entry avoids LWW-append smell on the shared
560
+ record. The interior (`extension/checkpoints/checkpoints.ts`) seeds an ordered step list from the plan body's
561
+ `## Steps` numbered list (read from the `cache.plan` body cache) on `session_start` — **only** in an
562
+ active workflow (`active_plan_ref != null`), **only once** (a later session keeps the existing
563
+ entry). The `cache.plan` body (`.pi/workflow/plan.md`) is **materialized by the Python cold door**:
564
+ `perk implement` (`launch._materialize_plan_body`) fetches the plan body from GitHub
565
+ (`github.get_plan_body` → the `plan-body` block in the issue's first comment, parsed by
566
+ `plan.extract_plan_body`) and writes it into the worktree alongside the plan-ref + handoff
567
+ (best-effort + loud-but-non-fatal — an unreachable body just yields inert checkpoints, never a failed
568
+ launch). The cold door also **mirrors `repo_root/.agents/skills/*` into the worktree** as per-skill
569
+ symlinks (`launch.materialize_skills`): a linked worktree never carries the gitignored
570
+ `.agents/skills/` tree and pi discovers skills only up to the worktree's own git root, so without the
571
+ mirror a worktree session sees zero skills (ENOENT on `perk-implement/SKILL.md`). Best-effort +
572
+ loud-but-non-fatal (a missing source set warns; doctor's fail-level `skills-delivery` check owns the
573
+ hard gate); idempotent on resume (an already-correct symlink is left untouched, a real non-symlink
574
+ entry is never clobbered). **After** materialization (and only when the cold door **freshly
575
+ created** the worktree, never on idempotent reuse/dry-run), the cold door runs the project's
576
+ `[worktree] setup` commands (`launch.run_worktree_setup`) — an ordered array of shell command lines
577
+ read from `.pi/perk.toml` (overlay-aware) — each via `bash -lc` with `cwd` = the worktree and
578
+ inherited stdio, **aborting the launch** (a `UserFacingCliError`) on any non-zero exit / timeout /
579
+ missing `bash` (a half-built environment is worse than a clear failure; the worktree is left for a
580
+ fixed re-run). This is **Python-plane-only** (no TS twin — the extension never creates worktrees);
581
+ the manual `perk worktree create` runs the same hook, and the remote runner's `position_worktree`
582
+ deliberately does **not** (CI environment setup belongs to the GHA composite action). It is
583
+ **opt-in + inert-by-default (D4)**: perk plans are prose, so when no `## Steps` list is
584
+ present the checkpoint degrades to inert (no entry, no crash); the `perk-plan` skill documents the
585
+ optional `## Steps` section as the forward path. Cross-plane contract: the **file** `cache.plan`
586
+ (`.pi/workflow/plan.md`), written by Python and read by TS. State is **rebuilt on `session_start`, `session_tree`, AND
587
+ `session_compact`** (the `session_compact` re-render — rebuild + render only, NO re-seed, mirroring
588
+ `session_tree` — was adapted from `@juicesharp/rpiv-todo`; its `catch` arm swallows the pi-core
589
+ stale-`ctx` compaction race silently — the proxy `/stale after session replacement/` error fired
590
+ when pi replaces the running session out from under the in-flight handler — while logging genuine
591
+ replay failures); `turn_end` scans the assistant message for `[DONE:n]` and, when a step advances,
592
+ appends a new `perk:checkpoint` marker carrying completion forward. The rebuild uses the
593
+ **scan-after-marker** discipline: the latest `perk:checkpoint` entry is the marker, and `[DONE:n]`/
594
+ `[WIP:n]` are re-folded only from assistant messages **after** it (stale markers from a previous
595
+ execution cannot resurrect a step). An **in-progress (`current`) step** is derived (not persisted):
596
+ the latest live `[WIP:n]` after the marker whose step exists and is incomplete, falling back to the
597
+ lowest incomplete step, else `null`; completion always wins (`▸` never renders on a completed step).
598
+ The `📋 done/total` (plus ` · ▸n` when current) text renders as the **checkpoints segment of the
599
+ single composed `perk` status slot** (ordered objective → checkpoints per charter D2, two-space
600
+ join, composed by `surfaces.ts createPerkStatus` — node 2.3 retired the per-feature
601
+ `perk-checkpoints`/`perk-objective` status slots). The widget keeps its own `perk-checkpoints`
602
+ slot and is a **themed component factory** (`(tui, theme) => { render, invalidate }`, stateless render per charter D10 — themed
603
+ lines are computed inside `render()` per call, never cached) placed **`belowEditor`** (D4); lines
604
+ are `✓/▸/○ <n>. <text>` colored per the charter §5 table (`success`/`accent`/`dim`) with
605
+ completed-step text muted, **windowed to ≤ 4 step lines** (D1: a sliding window anchored on the
606
+ current step sitting second when possible; `… +N earlier` / `… +N later` dim elision markers
607
+ render *in addition* to the step lines, ≤ 6 rendered lines worst case), and every line is
608
+ width-truncated via pi-tui's `truncateToWidth` (D9). `/checkpoints` notifies a **single line**
609
+ (D8): `done/total · ▸n <current step text>` (the ` · ▸n <text>` tail drops when no step is
610
+ current). **Accepted RPC caveat:** pi drops component-factory widgets in RPC mode (only string
611
+ arrays forward), so the checkpoints widget is invisible to RPC clients — the status (now arriving
612
+ under the composed slot `perk`) and `/checkpoints` remain the RPC-visible surfaces. **Footer
613
+ ownership (node 3.1, charter D2):** in TUI mode perk **owns the footer by default** via
614
+ `ctx.ui.setFooter` (`surfaces.ts perkFooter`/`installPerkFooter` — installed once per session on
615
+ `session_start`, headful only) — **unless** a foreign `[providers] footer` provider is selected, in
616
+ which case perk **vacates `installPerkFooter`** (install-site runtime vacating keyed off `ctx.cwd`,
617
+ fail-safe to install; see §8.10's footer interface-seam note) and the foreign footer is the sole
618
+ footer surface. perk's default-owned footer composes one line, in charter order, perk identity
619
+ (`perk v<version>`), the 🎯 objective segment, the 📋 checkpoints segment (left group), then git
620
+ branch, model, context usage (`<pct>%/<window>`, warning >70 / error >90), and guest extension
621
+ statuses (right-aligned), with the extended D9 drop order on overflow (guests → model → branch →
622
+ context → checkpoints; identity + objective never drop). The composed `perk` status slot
623
+ **remains published** (the `createPerkStatus` dual-publish is deliberate) and is the RPC-visible
624
+ surface — `setFooter` is an RPC no-op. The `v<version> loaded` startup notify is **retired**
625
+ (charter D7: identity is standing footer state, not a transition) — `session_start` no longer
626
+ emits a startup notify or its headless stderr mirror; the `PERK_SELFCHECK` `.perk-loaded` sentinel
627
+ is unchanged. D5 (branded working indicator) is **rescinded**: perk never calls
628
+ `setWorkingIndicator`. The **marker protocol is taught to the implement session**
629
+ via `_implement_prompt` (the launch prompt) + the **`perk-implement` skill**, so the implementer
630
+ knows to emit `[WIP:n]`/`[DONE:n]`. **Coarse fallback (P2.T15):** when no `## Steps` checklist exists
631
+ but a plan is active, the status bar shows `📋 <stage>` (the stage label from the handoff,
632
+ `readHandoff(cwd, run_id).stage`, falling back to `"active"`) with a single dim widget line (the
633
+ same themed-factory path, `belowEditor`) noting the plan is prose — so an active plan never goes
634
+ dark; with no active plan, the segment and widget clear. All surfaces are headless-safe (the
635
+ composed-status handle and `setStandingWidget` no-op without UI — headless never touches rich
636
+ UI); `/checkpoints` lists progress (notify when UI, else stderr). State key: a transient tier-3 session entry (not in the registry vocabulary, like
637
+ `perk:workflow-state`'s sibling execution/todo entries). `@juicesharp/rpiv-todo` **is** retired in
638
+ P2.T12 (removed from `init.py`'s `BORROWED_PACKAGES` and `.pi/settings.json`): perk now owns the
639
+ implement-progress overlay via this perk-owned `perk:checkpoint` seam. `@tombell/pi-status` is
640
+ likewise **retired** from `BORROWED_PACKAGES`: `ctx.ui.setFooter` is a single last-wins slot, and
641
+ pi-status's `session_start` footer install replaced perk's footer — a *borrowed* package must never
642
+ own the footer. (Distinct from a *selected* `footer` provider, which legitimately does: the footer
643
+ seam is the sanctioned way to hand the footer to a foreign package — perk vacates `installPerkFooter`
644
+ so there is no last-wins clobber. See §8.10's footer interface-seam note.) **`@tombell/pi-status` is
645
+ now ALSO a selectable footer provider** (`pi-status-footer`, #670): selecting it via `[providers]
646
+ footer` makes `perk init` converge `npm:@tombell/pi-status` into `packages` (object form) and perk
647
+ vacates `installPerkFooter` — the machine-governed way to get pi-status's footer, replacing the
648
+ unmanaged settings.json hand-edit. Unlike `powerline-footer`/`pi-bar-footer`, pi-status does **not**
649
+ render extension statuses, so perk's objective/checkpoints progress is **not shown** under it (an
650
+ accepted limitation, no status-bridge adapter). A sibling `pi-default` provider (`package: null`)
651
+ adds **no** footer package and vacates perk's install gate, leaving pi's stock built-in footer.
652
+
653
+ **Rejected `@juicesharp/rpiv-todo` ideas (deliberate non-adoptions).** A survey of rpiv-todo's
654
+ model-driven todo design against perk's passive, plan-derived, linear checkpoints (see
655
+ `docs/design/checkpoints-rpiv-todo-comparison.md`) adopted only the `session_compact` stale-`ctx`
656
+ robustness above. Rejected with rationale: (1) the **model-callable `todo` tool / `blockedBy`
657
+ dependency graph / dynamic create-update-delete** — reverses the P2.T2c charter that separates a
658
+ read-only plan from a linear, marker-driven, never-model-mutated checklist; (2) the **`activeForm`
659
+ present-continuous label** — there is no channel for the model to supply one (markers are
660
+ `[WIP:n]`/`[DONE:n]`) and the step *text* already serves as the in-progress label (`▸n <text>`);
661
+ adopting it would expand the marker grammar (a protocol change, not polish); (3) the
662
+ **completed-fall-away overlay** — `windowProgress` already does richer overflow handling (a sliding
663
+ window with `… +N earlier`/`… +N later` elision); rpiv's drop-after-next-turn is a different
664
+ philosophy, not clearly better for an ordered linear checklist.
665
+
666
+ **Generated checkpoint steps for prose plans (#342).** When the implement-session `session_start`
667
+ seeding finds a **materialized plan body with no usable `## Steps`** (`extractSteps` → `[]` covers
668
+ both a missing and a malformed section), checkpoints **generate** the step list on the fly via the
669
+ structured-output substrate (`extension/checkpoints/planSteps.ts`, the `planTitle.ts` idiom: a single
670
+ `set_plan_steps` tool call, TypeBox-validated, 2–12 steps sanitized to ≤200 chars each). Trigger
671
+ conditions (ALL required): the perk-checkpoints reference is the selected todo provider; no
672
+ existing `perk:checkpoint` entry (seed-once); an active workflow (`active_plan_ref != null`); a
673
+ non-null plan body whose `extractSteps` is empty; and the **launched stage is `implement`** (the
674
+ handoff's `stage` — address/learn/plan sessions never generate). **Artifact reuse first**: the
675
+ generated list persists as the session artifact `plan-steps.json`
676
+ (`{ plan_id, plan_body_digest, steps }`) written through the §8.1 session-data accessor with a
677
+ §8.3 provenance pointer, and is trusted only when the pointer validates AND its stored
678
+ `plan_body_digest` (the §8.1 `sha256:` convention over the current `plan.md` bytes) matches — a
679
+ replan/rematerialized body invalidates the cache and regenerates. On success the seed is
680
+ byte-identical to the explicit-`## Steps` path (same `perk:checkpoint` entry shape — no schema
681
+ change; rebuild/advance/render untouched); generated-ness is **recomputed, never stored**
682
+ (non-inert AND the current plan body parses to no explicit steps). A once-only
683
+ **`perk:steps-context`** hidden context message (injected at `before_agent_start`, dedup-guarded by
684
+ the branch already carrying the type; **no strip handler** — the checklist never goes stale within
685
+ the session) teaches the model the exact step numbers for `[WIP:n]`/`[DONE:n]`. `/checkpoints`
686
+ appends ` (generated)` when generated-ness recomputes true. **Fail-safe ladder**: the `PERK_NO_LLM`
687
+ offline gate, no model/auth, a model error, schema-invalid args, an unusable sanitized list, or a
688
+ missing session-data substrate each fall back to the coarse prose behavior (byte-identical widget
689
+ text) — never a failed session start. The plan issue is never mutated (generated steps are
690
+ cache-tier, session-local state).
691
+
692
+ **Surfaces discipline (Objective #251, node 4.1).** Every interior rich-UI call — `ctx.ui.notify`,
693
+ `setStatus`, `setWidget`, `setFooter`, `setWorkingMessage` — lives in the surfaces module
694
+ (`extension/surfaces/surfaces.ts` + `extension/surfaces/report.ts`); every other extension module
695
+ reaches the UI only through the seams (`report()`, `createPerkStatus`, `setStandingWidget`,
696
+ `installPerkFooter`, `setWorkingMessage`). `setWorkingIndicator` is never called anywhere (D5
697
+ rescinded); the distinct **`setWorkingMessage`** call (text-only label on pi's default spinner,
698
+ headless-no-op) **is** permitted (it was never declined) and is routed through the
699
+ `setWorkingMessage` surfaces seam — `whimsical` flavors the spinner label through it. **`ctx.ui.custom`
700
+ stays declined for all workflow surfaces** (charter §6 D6); the sole sanctioned exception is **`/btw`**,
701
+ a human-only side-chat popover that is `hasUI`-gated, exposes no model tool, and is not a stage/door —
702
+ so it is never machine-reachable and cannot threaten the machine-executability the decline protects.
703
+ Enforced by the source-scan guard `extension/surfacesGuard.test.ts` (node:test, runs in
704
+ `just test`/`just ci`).
705
+
706
+ **Tool-gating (P2.T1).** The `mode` field **structurally gates tools** — enforcement, not
707
+ prompting. When `mode == "read-only"` the interior (`extension/substrate/toolGating.ts`):
708
+ (1) restricts the active tool set to `READ_ONLY_TOOLS` (`read`/`grep`/`find`/`ls`/`bash` +
709
+ `ask_user_question` + `plan_review` + the **`web` seam** providers' research tools — the **union**
710
+ of all provider tool names: `web_search`/`code_search`/`fetch_content`/`get_search_content`
711
+ (`pi-web-access`, the default), `ollama_web_search`/`ollama_web_fetch` (`@ollama/pi-web-search`),
712
+ and `web_fetch` (`@juicesharp/rpiv-web-tools`); foreign tool names are inert
713
+ when their package is absent) via `pi.setActiveTools`, **snapshot-then-restore** (snapshot `pi.getActiveTools()` on the off→on
714
+ transition; restore it on on→off, falling back to the **full** configured tool set
715
+ `pi.getAllTools()` if no snapshot exists — never a hardcoded list, so perk's custom tools survive);
716
+ (2) blocks `edit`/`write`
717
+ and non-allowlisted `bash` commands at `tool_call` with `{ block: true, reason }` (a perk-owned
718
+ copy of plan-mode's destructive/safe regex tables; the bash allowlist additionally includes
719
+ read-only `gh` query subcommands — `gh issue|pr|repo|run|release|label view|list|diff|status|checks`,
720
+ `gh search …`, `gh auth status` — while `gh api` and all mutating `gh` subcommands stay blocked, plus
721
+ the command-keyed `agent-browser` / `npx agent-browser` entries (the browser-automation skill,
722
+ command-keyed like `ast-grep` — its own output flags can write files outside the gate, an accepted
723
+ leniency like `curl`/`fetch_content`); (3) injects a hidden `[READ-ONLY MODE]`
724
+ context at `before_agent_start` and **strips** that marker from `context` when off. The allowlist
725
+ is **restored on both `session_start` and `session_tree`** (re-sync from the rebuilt `mode`).
726
+ **Fail-closed:** the in-memory gate flag drives `tool_call`; a failed state-rebuild never opens the
727
+ gate (the sync is skipped), and `tool_call` blocks on any internal error. `mode` writes are
728
+ best-effort transient (no strict read-back). The `enter(ctx?)`/`exit(ctx?)` surface
729
+ (append `mode` + flip the gate) is the API the perk-owned plan mode (T2) and the read-only CI
730
+ executor (T5) consume; this primitive ships no `/plan` ownership and adds no registry stage.
731
+
732
+ **Perk-owned plan mode (P2.T2a).** `mode` is now perk-owned **end-to-end** — the borrowed
733
+ `@tombell/pi-plan` package is retired (removed from `init.py`'s `BORROWED_PACKAGES` and
734
+ `.pi/settings.json`). The interior (`extension/factories/planMode.ts`) owns the toggle surface over T1's gate:
735
+ a `/plan` command, a `Ctrl+Alt+P` shortcut, and a `--plan` flag all flip `gating.enter`/`exit`
736
+ (perk adds **no** parallel enforcement — T1 is the single read-only authority). It also injects a
737
+ hidden plan-authoring prompt layer under its own `perk:plan-context` customType (keyed off the
738
+ read-only gate; stripped from `context` when off — the same hygiene T1 applies to
739
+ `perk:mode-context`), optionally extended by a `[workflow] plan_authoring` addendum read from
740
+ `.pi/perk.toml` + `perk.local.toml` (`extension/substrate/config.ts`, the TS twin of `perk/substrate/config.py`'s
741
+ overlay). `isPlanModeActive` (in `extension/factories/planSave.ts`) now reads perk's own `mode == "read-only"`
742
+ (the P1.T3b `plan-mode-state` soft coupling is gone). The `plan_save` **tool** is structurally
743
+ unreachable while read-only (T1's allowlist excludes it), so there is no auto-exit on the tool path;
744
+ the `/plan-save` **command** *can* run while read-only and, on a successful save, calls
745
+ `gating.exit()` — save marks the read-only → read-write boundary in one gesture (D1a). perk does
746
+ **not** adopt plan-mode's in-session "execution mode" flip: it separates plan (read-only session)
747
+ from implement (cold-door fresh worktree session); `[DONE:n]` checkpoints live in the implement
748
+ session (T2c). The `plan` registry stage now records `writes: [session.workflow-state]` (the
749
+ `/plan` enter/exit `mode` append).
750
+
751
+ **Plan-provider deferral (Node 2.2).** `planMode` now *consumes* the resolved `[providers] plan`
752
+ selection: it reads `loadPerkConfig(ctx.cwd).providers` through `extension/substrate/providers.ts`'s
753
+ `resolveProviders` per-event (`resolvedPlanProviderId(cwd)` / `isPerkPlanReferenceSelected(cwd)`,
754
+ fail-safe to `perk-plan` on any load failure) and **steps its authoring surface aside** when the
755
+ resolved plan provider ≠ `perk-plan` — the `/plan` toggle announces the deferral headless-safe and
756
+ returns, `Ctrl+Alt+P` routes through the same `toggle`, `--plan` defers **silently** (no gate
757
+ entry), and the `perk:plan-context` injection is suppressed (a second defer condition alongside the
758
+ objective-author one). The `context`-strip is unchanged. `savePlan`/the `plan_save` tool/`/plan-save`
759
+ /the read-only gate are the **seam-shared substrate** the Node 2.3 adapter bridges to — they are
760
+ always-registered and never defer (only perk's own authoring surface does).
761
+
762
+ **Todo-provider deferral (Node 3.1).** `checkpoints` (perk's reference todo provider,
763
+ `perk-checkpoints`) now *consumes* the resolved `[providers] todo` selection — the todo-seam mirror
764
+ of the plan-seam deferral above. It reads `loadPerkConfig(ctx.cwd).providers` through
765
+ `extension/substrate/providers.ts`'s `resolveProviders` per-event (`resolvedTodoProviderId(cwd)` /
766
+ `isPerkCheckpointsReferenceSelected(cwd)`, fail-safe to `perk-checkpoints` on any load failure) and
767
+ **steps its progress surface aside** when the resolved todo provider ≠ `perk-checkpoints`: the
768
+ `session_start` / `session_tree` / `turn_end` handlers early-return **silently** (no seed, no
769
+ advance, no `setStatus`/`setWidget` render — the foreign provider owns the surface uncontested) and
770
+ `/checkpoints` **announces** the deferral headless-safe and returns. The pure checkpoint helpers, the
771
+ `perk:checkpoint` session entry, and the `## Steps` seeding are the seam-shared substrate (untouched).
772
+ Fail-safe to the reference: any config-read error → treated as `perk-checkpoints` → everything runs
773
+ exactly as today (the default path is the hard guarantee, zero behavior change).
774
+
775
+ **The `@juicesharp/rpiv-todo` adapter (Node 3.2).** `juicesharp-todo` is now a **real, selectable**
776
+ todo provider (no longer illustrative); the todo seam is **behavior-complete**. The perk-owned shim
777
+ `extension/adapters/todoAdapterJuicesharp.ts` (`registerTodoAdapterJuicesharp`, always registered, wired right
778
+ after `registerCheckpoints`) is an **injection-only** bridge, inert unless `[providers] todo =
779
+ "juicesharp-todo"` **and** the session is an active workflow (`active_plan_ref != null`). When both
780
+ hold it injects a hidden (`display:false`) `perk:todo-adapter-juicesharp` context that carries perk's
781
+ implement-progress **discipline** onto the foreign checklist overlay (seed from `## Steps`, mark each
782
+ item complete in order); a `context` handler strips the stale `[TODO ADAPTER: JUICESHARP]` marker
783
+ once deselected. Two seam asymmetries this node resolves, both deliberate deviations from the Node
784
+ 3.1 forward-assumption that "registration-time vacating is the concrete adapter's concern":
785
+ - **(a) NO registration-time vacating** for the todo seam. The plan seam needed it purely because
786
+ perk and `@tombell/pi-plan` both register `/plan` (Pi suffixes duplicate command names). The todo
787
+ seam has **no command-name collision** — perk registers `/checkpoints`, the foreign overlay
788
+ registers its own differently-named command(s) — so Node 3.1's runtime deferral is already
789
+ sufficient and the shim adds none.
790
+ - **(b) The bridge is injection-only + active-workflow-gated** and does **NOT** write
791
+ `perk:checkpoint` or revive the deferred marker scanner (Correction 2). Unlike `cache.plan-ref`
792
+ (a durable cross-plane artifact downstream stages read, so a foreign plan *must* be bridged into
793
+ it), `perk:checkpoint` is a transient TS-only overlay nothing downstream consumes and perk's
794
+ render + scanner are already deferred — re-populating it would be dead duplication. The foreign
795
+ overlay is the sole, uncontested progress surface.
796
+
797
+ The shim **never** owns the read-only gate, **never** `setActiveTools`, and **never** restamps any
798
+ provider field (the todo-provider id lives only in `[providers] todo`). Validation record:
799
+ `docs/design/provider-smoke-juicesharp-todo.md`.
800
+
801
+ **In-process read-only child sessions (P2.T4).** The first context-isolation primitive: a
802
+ deterministic, fully-isolated read-only child spun at the SDK level (`extension/worker/readOnlySession.ts`,
803
+ interior/TS-only). This is the **shared handoff contract** both context-isolation primitives honor
804
+ (T4 in-process here; T6 the spawned shape later), so its shape is locked now and T6 conforms.
805
+
806
+ - **SDK read-only via `createReadOnlySession`.** The child's allowlist is
807
+ `SDK_READ_ONLY_TOOLS = ["read", "grep", "find", "ls"]` — **no `bash`**, stricter than T1's
808
+ in-session `READ_ONLY_TOOLS` (a separate constant, not a reuse). T5 composes its own allowlist
809
+ when it needs a gated test-runner command.
810
+ - **Isolation = `DefaultResourceLoader` `no*` flags + the tools allowlist** — **not**
811
+ `extensionFactories: []` (that is already the default and controls only inline factories; it does
812
+ **not** stop `loader.reload()` from resolving the project's `.pi/settings.json` packages and
813
+ loading perk's own extension into the child). The child loader sets
814
+ `noExtensions/noSkills/noPromptTemplates/noThemes/noContextFiles`, so **no perk machinery loads
815
+ into the child** and the path stays offline/deterministic. A custom loader is **reloaded by the
816
+ caller** (`await loader.reload()` before `createAgentSession`); `agentDir` is a throwaway temp dir
817
+ (a locked-down child loads nothing from it). The read-only guarantee is **structural** —
818
+ provable offline via `getActiveToolNames()` with no `prompt()`.
819
+ - **The handoff contract (`runReadOnlyChild`).** Cap the **model-visible** output
820
+ (`DEFAULT_MODEL_VISIBLE_CAP = 50 KiB`, UTF-8-byte-safe, overridable), keep the **full** result in
821
+ a **verified** scratch file (`write → verify → pass-path`), and return **double-delivery**: compact
822
+ `prose` for the human + a `structured` block for the orchestrator (which T5 places in a tool's
823
+ forking-safe `details`). **Route-don't-relay** is enforced structurally — the raw output never
824
+ enters the parent; only a path/summary does (`scratchPath`). **Fail loud + fail closed:** never
825
+ throws to the parent — on any error (session-create/task throw, failed scratch-verify, or abort)
826
+ it returns `{ success: false, scratchPath: null }` with the error in **both** `prose` and
827
+ `structured.error`. Offline-testability is a hard requirement: the session-running step is behind
828
+ an injectable `runTask` dependency so the cap/scratch/verify/double-delivery machinery is exercised
829
+ with no model turn.
830
+ - **Substrate only.** No registry stage, no door change, no cross-CLI behavior. The consumer is the
831
+ read-only CI executor (T5).
832
+
833
+ **Read-only CI executor (P2.T5).** The `run_ci` tool + `/ci` command run the project's `[ci]`
834
+ named checks **deterministically** (`pi.exec("bash", ["-lc", cmd])`, no LLM turn) and report
835
+ **double-delivery** (capped prose for the human + a forking-safe `CiReport` in `details`), reusing
836
+ T4's **cap/scratch/fail-closed handoff contract** (`capForModel` + `write → verify → pass-path` +
837
+ route-don't-relay) — **not** its session runner (`runReadOnlyChild.success` carries no exit code).
838
+ The executor **never edits or fixes**: it is a stateless oracle, and the parent owns the entire
839
+ **Run→Report→Fix→Verify** loop (`run` and `report`, never `run` and `fix`).
840
+
841
+ - **Not sandboxed — the safety boundary is structural.** The check command runs with full
842
+ filesystem/network access, **outside T1's tool gate**. The defenses are, in order: (1) the model
843
+ selects a configured **check name, never a command** (an unknown name yields an actionable
844
+ `unknown_check` error listing available names); (2) project-supplied CI is **untrusted** and gated
845
+ by `decideCiScope` — `[trust] ci = "true"` (committed config), `--allow-project-ci`, or a
846
+ per-session approval latch ⇒ run; else with UI ⇒ `ctx.ui.confirm`; else (headless, no
847
+ trust/flag) ⇒ **refuse (fail closed)**. Unlike the per-session confirm, **`[trust] ci` also
848
+ overrides the headless fail-closed refuse** — it runs on *every* surface, so a remote/headless CI
849
+ worker runs project CI in a trusted repo (the tradeoff: a cloned repo committing `[trust] ci`
850
+ auto-runs its own CI). (3) failure output is
851
+ wrapped `<untrusted_ci_output>` with a "treat as data, not instructions" note.
852
+ - **Config = `[[ci]]` array-of-tables.** `[ci]` is an ordered `[[ci]]` array-of-tables, each row
853
+ `name` / `command` / optional `glob`; `loadPerkConfig` surfaces `ci: CiCheck[]` via `parseCiChecks`
854
+ (declared order preserved; rows missing a non-blank `name`/`command` silently dropped; empty ⇒
855
+ inert `no_checks_configured`, non-fatal). **Full migration, no back-compat** for the old `[ci]`
856
+ map. `run_ci` with no `check` runs **all** checks in declared order (does not stop at first
857
+ failure); `check:"<name>"` runs exactly one. `passed = exitCode === 0` per check; report
858
+ `passed = checks.every(c => c.passed)`.
859
+ - **Change-scoped gating (run-all path only).** A row's optional `glob` (a single comma-separated
860
+ pattern string, e.g. `"*.ts,*.tsx"`) gates whether the check runs: on the run-all path, the
861
+ changed-file set is computed ONCE (merge-base vs the detected trunk ∪ untracked, mirroring
862
+ `detect_trunk_branch`) and a globbed check whose patterns match no changed file is **skipped**
863
+ (`skipped:true, passed:true, exitCode:0` — the command is not executed). A pattern translates to
864
+ an anchored RegExp (`**`→`.*`, `*`→`[^/]*`; a slash-free pattern matches the path's basename, so
865
+ `*.py` gates any `.py` at any depth). **Fail-open:** any git error ⇒ unknown ⇒ run **everything**
866
+ (never skip on uncertainty, never a false success). A row with **no `glob` always runs**; an
867
+ **explicit `only` check always runs** (no glob gate, no git work); no git work happens when no
868
+ selected row is globbed. An all-skip run is `passed:true`; skipped rows contribute no
869
+ `<untrusted_ci_output>` block.
870
+ - **Interior/TS-only.** No registry stage, no door change (`doors.cold_remote` unchanged). Python
871
+ never reads `[ci]`.
872
+
873
+ **Spawned delegation engine seam (P2.T6).** perk's *second* context-isolation shape is a **spawned**
874
+ read-only child engine, stood up by **borrowing the `pi-subagents` engine** behind a thin seam rather
875
+ than building a spawn primitive. T6 is substrate only (no registry stage, no in-session TS consumer,
876
+ no perk-authored agent definitions, no roster/model-tier config — those land with the first consumer,
877
+ T7 `/address`).
878
+
879
+ - **Borrow boundary.** perk borrows the `pi-subagents` *engine* (its `subagent` tool + spawn/handoff
880
+ machinery); perk **owns** the agent definitions, chains, and acceptance wiring. perk authors **no**
881
+ `subagent` tool of its own — the "one `subagent` tool" is the borrowed one.
882
+ - **Defs location.** perk-owned agent definitions live in **`.pi/agents/`** (committed; scaffolded by
883
+ `perk init` with a `.gitkeep`, *not* gitignored — perk owns and commits its defs). `pi-subagents`
884
+ discovers them as project agents (`agentScope` default `both`).
885
+ - **Handoff reuse.** Spawned children honor the **same handoff contract as the P2.T4 amendment above**
886
+ (cap-model-visible-output, full result in a verified scratch file, double-delivery of compact prose
887
+ + a structured block, route-don't-relay, fail-closed) — the shared contract both context-isolation
888
+ primitives honor (T4 in-process; T6 spawned).
889
+ - **Never-delegate boundaries** (`erk-subagent-usage.md`): judgment, user interaction, and
890
+ durable-state writes stay with the parent; spawned children do bounded, ideally read-only,
891
+ mechanical work.
892
+ - **Model tiering convention (locked, value deferred to T7).** perk agent defs set a **cheap model** in
893
+ frontmatter for mechanical child work; the parent keeps the top-tier model.
894
+ - **Standing signal vs spike vs live smoke.** `perk doctor`'s `settings-wiring` (the `npm:pi-subagents`
895
+ package entry) + `subagent-agents` (the `.pi/agents/` defs dir) own drift; the **informational**
896
+ `subagent-engine` check is a constant pointer carrying the seam shape and never re-derives that
897
+ drift. The **open-#6 spike** (recorded in the turn outcomes) settles "runs cleanly headlessly"; the
898
+ **live "runs under the worker" smoke is deferred to Phase 3 `doctor workflow`**.
899
+ - **Roster control deferred to T7.** `subagents.disableBuiltins` + the `.agents/`-recursion-collision
900
+ mitigation (perk's `.agents/skills/*/SKILL.md` would otherwise be discovered as stray agents) land
901
+ with the first agent.
902
+ **Review loop (`/address`, P2.T7).** perk's review-handling stage is **classify-then-act**, and the
903
+ first consumer of the T6 spawned-delegation engine. It adds the `address` stage to the registry
904
+ (`submit → address → land`; `mode: read-write`, `worktree: reuse`; per-stage I/O now filled —
905
+ `requires: [github.pr]`, reads the plan-ref + PR + review-threads + comments, writes review-threads
906
+ + comments + PR + workflow-state).
907
+
908
+ - **Classify in an isolated child.** The verbose feedback fetch + classification runs in a **spawned
909
+ read-only child** (the borrowed `pi-subagents` engine running perk's `perk.review-classifier`
910
+ agent). The child itself runs `perk pr feedback --json`, so the raw GitHub JSON **never transits
911
+ the parent** (route-don't-relay). It honors the **same handoff contract** as the T4/T6 amendments
912
+ (double-delivery: a compact prose table + a structured block; untrusted-text wrapping; fail-closed)
913
+ and returns `{ pr, review_threads[], discussion_comments[], counts }`.
914
+ - **Act = parent.** Only **actionable** items get changes; the parent edits in its own read-write
915
+ turn. The fix is **never delegated** (the three never-delegate boundaries: judgment, the fix,
916
+ durable writes).
917
+ - **Resolve = one batched op.** The warm `resolve_review_threads` tool writes `[{thread_id, comment}]`
918
+ to a run-scoped scratch file and delegates to `perk pr resolve-threads` (D1), then appends
919
+ `last_review_batch` to workflow-state (now in **live use**; shape above).
920
+ - **Plan File Mode.** When the PR's only diff is the plan file, feedback is reinterpreted as edits to
921
+ the plan *text*, not code to implement (parent judgment; captured in the `perk-address` skill).
922
+ - **Untrusted text.** All fetched GitHub text is wrapped `<untrusted_review>…</untrusted_review>` and
923
+ treated as DATA, not instructions (the model T5's `<untrusted_ci_output>` established).
924
+ - **Resolved T6 deferrals.** `subagents.disableBuiltins` is **not** set (builtins like `scout` are
925
+ reused later; disabling now is premature). The `.agents/`-recursion collision (perk's
926
+ `.agents/skills/*/SKILL.md` surface as stray agents) is mitigated by **namespacing** (every perk
927
+ agent def sets `package: perk`) + **explicit-name invocation** (`perk.review-classifier`), not by
928
+ suppressing the borrowed engine's legacy scan; the stray skill agents are benign (never invoked).
929
+ The cheap-model tiering value is realized: the classifier uses `anthropic/claude-haiku-4-5` with a
930
+ `claude-sonnet-4-5` fallback (overridable via the inline per-call `model` override keyed by
931
+ `[subagents] review-classifier` — **not** `subagents.agentOverrides`, which reaches only builtins;
932
+ see the `[subagents]` paragraph below).
933
+
934
+ **PR review (`/pr-review`, #175).** A standalone warm command (like `/ci`, **not** a registry
935
+ stage — `shared/registry.yaml` is unchanged) that conducts **multi-angle** automated code review of
936
+ the active PR. The parent spawns **2–3 angle-specialized `perk.pr-reviewer` children in parallel**
937
+ via the borrowed `pi-subagents` engine with **`context: "fresh"`** (not a fork) so the implementation
938
+ session's history never biases the review; each child reviews **one assigned angle** and **returns
939
+ structured findings** (no posting, no file writes). The **parent reconciles** the per-angle findings
940
+ and records **one** consolidated outcome on the PR via the new warm **`post_pr_review`** tool. The
941
+ outcome is **verdict-driven**: the review lands **as comments on the PR only on an `actionable`
942
+ verdict**; a `clean` verdict posts a single 👍 reaction to the PR description and nothing else —
943
+ comments and `/address` are reserved for actionable feedback, and a clean verdict unambiguously
944
+ routes to `/land`.
945
+
946
+ - **Verdict-driven batch.** The review batch requires a `verdict` of exactly `"clean"` or
947
+ `"actionable"` (a clean verdict with non-empty `comments` is a `bad_batch`). The optional
948
+ `fyi: string[]` field carries borderline notes that are validated and echoed **in-session only**
949
+ — it is structurally never part of any GitHub payload. The clean path's 👍 reaction
950
+ (`add_pr_reaction`, the issues-reactions endpoint — idempotent on rerun) is a **hard error** on
951
+ failure (mutations raise; no fallback ladder — nothing review-shaped is lost).
952
+
953
+ - **Follows the read-only-child convention (multi-angle classify-then-act, #658).** Like `/address`,
954
+ the reviewer children are **read-only and report-only** — they classify their assigned angle and
955
+ **return** findings; the **parent** reconciles and posts. The parent always spawns the **Plan
956
+ fidelity & completeness** reviewer plus **1–2** of: **Correctness & regressions** (security/edge
957
+ cases), **Tests & validation adequacy**, **Code quality, simplicity & docs/contracts accuracy** —
958
+ chosen to fit the change (2–3 reviewers total), with the angle passed per-call in the spawn `task`
959
+ (one parameterized agent, no new defs). Each child returns a fenced JSON block
960
+ `{angle, verdict, findings:[{path,line,body}], fyi}` with inline findings **already anchored to
961
+ diff lines**; the parent **unions + dedupes** across angles (same `path`+`line` → merge bodies),
962
+ **derives the overall verdict** (`actionable` if **any** reviewer is actionable, else `clean`), and
963
+ passes the findings straight into `post_pr_review`'s `comments[]` — the parent **never re-anchors**
964
+ (the raw diff never enters the parent; each child runs its own `review-context`). D1 is still
965
+ honored — the GitHub mutation stays canonical in the **Python gateway**: `post_pr_review` delegates
966
+ to `perk pr review-post` (the existing cold door) via `runColdDoor` (stdin `--batch`). The review is
967
+ **advisory `COMMENT` only** — `event` is hardcoded `COMMENT` in the gateway, so the parent can never
968
+ approve/request-changes.
969
+ - **Configurable models via the agent-keyed `[subagents]` table (#196).** Every perk-owned project
970
+ agent's model is configurable through one flat `[subagents]` table in `.pi/perk.toml` (overlaid by
971
+ `.pi/perk.local.toml`), keyed by the bare agent name — `pr-reviewer`, `review-classifier`,
972
+ `objective-explorer`, `conflict-resolver` (matching each def's `name:` frontmatter and the
973
+ `perk.<name>` invocation).
974
+ Each configured value is injected as a **per-call inline `model` override** on that agent's
975
+ `subagent` spawn (the agent's frontmatter `model` stays the default when the key is unset). This
976
+ is wired at the authored spawn sites: the warm TS doors (`prReviewGuidance`,
977
+ `addressGuidance`, `factoryGuidance`, `conflictResolutionGuidance`), the cold Python prompts
978
+ (`_address_prompt`, `_seed_prompt`), and the headless worker (`initialPromptFor`). The earlier
979
+ `[pr-review] model` key is removed
980
+ outright (clean break, no alias — perk `0.0.1` pre-release, init converges forward). Unknown/typo'd
981
+ agent keys are silently ignored (mirrors `_parse_providers_selection`); no doctor validation.
982
+ **Correction to the T7 note above:** `subagents.agentOverrides` does **not** reach project agents
983
+ — `pi-subagents`' `applyBuiltinOverrides` applies overrides only to **builtin** agents — so the
984
+ inline per-call override (not an override map) is the configuration mechanism for project agents
985
+ like `perk.review-classifier` and `perk.pr-reviewer`.
986
+ - **Workflow-state record (`last_pr_review`, #658).** The `post_pr_review` parent tool turn appends
987
+ a compact `last_pr_review` (`{pr, verdict, angles, comment_count, mode, at}`) to
988
+ `perk:workflow-state`, best-effort / non-fatal (mirrors `resolve_review_threads`'s
989
+ `last_review_batch`). The PR comment stays the canonical record; this is the in-session twin
990
+ (the earlier deferral is delivered).
991
+ - **Still a warm command, not a `DriveStage`.** `/pr-review` remains human-invoked — the registry is
992
+ unchanged and `DriveStage = implement | address` (the headless worker drives only those two). But
993
+ the new `post_pr_review` tool turn + `last_pr_review` append make it **structurally symmetric with
994
+ `address`** (an ok tool result + an appended workflow-state field is exactly the terminal signal
995
+ the worker's `applyEvent`/`evaluateTerminal` latches onto), so a future promotion to a
996
+ headless-drivable stage is a clean follow-up (deferred — not built here).
997
+ - **Agent-def delivery.** perk's agent **sources** live at top-level `agents/<name>.md` (no leading
998
+ dot, so pi never discovers them in the source tree) and are bundled into the wheel as `perk/_agents`
999
+ (hatchling `force-include`) + the sdist `only-include`. `perk init` materializes them into the
1000
+ consumer-owned **`.pi/agents/perk/`** subdir as a **committed managed convergence** (the
1001
+ `subagent-agents` capability): each `<name>.md` is written byte-for-byte from its source, strays
1002
+ inside `perk/` are pruned, and drift is `doctor --fix`-repaired. The agent frontmatter (`name`,
1003
+ `package: perk`, …) is unchanged, so the runtime names stay `perk.*` and the spawn sites need no
1004
+ edits. perk owns ONLY the `.pi/agents/perk/` subdir — **custom user agents** live at
1005
+ `.pi/agents/<name>.md` (top-level or any non-`perk/` subdir), set their model/tools in frontmatter,
1006
+ and are invoked via pi's native `subagent` tool (the fixed-key `[subagents]` table configures only
1007
+ perk's own agents). Linked worktrees inherit the delivered defs via git checkout (no worktree
1008
+ mirror).
1009
+
1010
+ **Conflict resolution (`/submit`, #556).** After `/submit` opens the draft PR, the Python
1011
+ `perk pr submit` cold door probes the PR's mergeability against the base branch with a deterministic
1012
+ local `git merge-tree` probe and surfaces `base` / `mergeable` (bool \| null) / `conflicts[]` in its
1013
+ `--json` (see §8.4). When the probe is a definitive `mergeable: false` with conflicts, the warm
1014
+ `submit` door (shared by the `/submit` command and the headless worker — both route through the same
1015
+ `submit` tool) drives the perk-owned **`perk.conflict-resolver`** agent via the borrowed
1016
+ `pi-subagents` engine with **`context: "fresh"`** (not a fork). Unlike the read-only
1017
+ classifier/reviewer, the conflict-resolver is **write-capable** and **inherits project context +
1018
+ skills** (resolving conflicts correctly requires understanding the code and running the repo's
1019
+ checks); like the reviewer it **fetches its own plan + PR context** read-only via
1020
+ `perk pr review-context` (the verbatim `plan_body` + `diff` are what let it resolve *correctly*, not
1021
+ merely cleanly), then rebases onto `base_ref`, resolves every conflict, verifies, and force-pushes —
1022
+ the parent then re-runs `/submit` to confirm. The re-drive is **bounded** by
1023
+ `CONFLICT_RESOLUTION_ATTEMPT_CAP = 2` via the `conflict_resolution_attempts` workflow-state field
1024
+ (§8.3; reset to 0 on a clean submit); past the cap the unresolved conflict is surfaced loudly
1025
+ instead of looping. The probe is **fail-open**: an undetermined probe (`mergeable: null`) never
1026
+ blocks submit. Configurable model via `[subagents] conflict-resolver`.
1027
+
1028
+ - **Filing note (deferral).** This §8.3 cluster (T1/T2a/T2b/T2c/T4/T5/T6/T7) has outgrown "the
1029
+ workflow-state schema"; promoting the context-isolation/handoff paragraphs (T4/T5/T6) into a
1030
+ dedicated "context-isolation" section is a **deferred** doc refactor — T6 files as a sibling here to
1031
+ preserve cohesion now.
1032
+
1033
+ ---
1034
+
1035
+ ## §8.4 · The GitHub gateway contract (Q9/Q10)
1036
+
1037
+ **One contract, implemented once per plane** (no shared module, no in-process coupling):
1038
+ a `gh`-shelling gateway in the Python CLI (`init`/worker) and a `gh`-shelling gateway in the
1039
+ TS extension (in-session mutations). Both conform to the **same operation names + payload
1040
+ shapes**, so either can later swap `gh`-shell → API-backed independently, and `doctor` can
1041
+ verify both.
1042
+
1043
+ ### Verification-only operations (Phase 0 — authored now, **no mutation**)
1044
+
1045
+ These are all `init`/`doctor` needs in Phase 0 (`Q9`: verification-only; the first label is
1046
+ created lazily by `/plan-save` in Phase 1). **Implemented in the Python plane (T5):**
1047
+ `perk/github/` (typed dataclasses mirroring these shapes); the TS plane follows in Phase 1.
1048
+
1049
+ ```
1050
+ check_auth() -> { ok: bool, user: string|null, scopes: string[], error: string|null }
1051
+ # `gh auth status` (+ `gh api user`); never mutates.
1052
+ check_repo_access() -> { ok: bool, repo: string|null, can_push: bool, error: string|null }
1053
+ # `gh repo view`; can_push from viewerPermission ∈ {WRITE,MAINTAIN,ADMIN}.
1054
+ ```
1055
+
1056
+ `require_github(ctx)` is the **strict DI binding** for Phase-1+ commands (raises
1057
+ `UserFacingCliError` / `error_type: github_unauthed` when unauthed); `init`/`doctor` call the
1058
+ `check_*` ops directly to *report* (non-fatal — see §8.5).
1059
+
1060
+ ### Mutation operations
1061
+
1062
+ **Authored (P1.T2a — the plan write).** REST `gh api`; mutations **raise** on failure (the
1063
+ command boundary maps to `UserFacingCliError`), lookups return `… | null`:
1064
+
1065
+ ```
1066
+ create_label{ name, color, description } -> Label{ name, created }
1067
+ # POST repos/{o}/{r}/labels; HTTP 422 ⇒ created:false (idempotent)
1068
+ create_plan_issue{ title, body, labels[], run_id } -> PlanIssue{ number, url, existed }
1069
+ # POST repos/{o}/{r}/issues (-F body=@file); idempotent on run_id
1070
+ add_issue_comment{ issue, body } -> CommentResult{ posted }
1071
+ # POST repos/{o}/{r}/issues/{n}/comments (the plan-body first comment)
1072
+ find_plan_issue{ run_id } -> PlanIssue | null
1073
+ # GET repos/{o}/{r}/issues?labels=perk:plan&state=open + header run_id match
1074
+ ```
1075
+
1076
+ - **Idempotency** is keyed on the header `run_id`, discovered via the **list** endpoint (not
1077
+ the eventually-consistent search index), create-then-return (`Q3` establish-before-record).
1078
+ - **`perk:plan` label** is created lazily on first save.
1079
+ - **`perk plan-save` is an upsert keyed on `run_id` (P2.T13).** The *first* save with a `run_id`
1080
+ creates the issue and posts the `plan-body` comment; a *re-save* with the same `run_id` updates
1081
+ the existing issue **in place** instead of no-opping — `create_plan_issue` still dedups (never a
1082
+ second issue per `run_id`), then `update_plan_issue{ number, title, body_comment }` PATCHes the
1083
+ `plan-body` comment with the revised markdown and PATCHes the issue **title** from the (possibly
1084
+ revised) plan H1. The comment is found by marker (REST comment list → first body containing the
1085
+ `plan-body` block; perk stores no comment id), which also repairs legacy plan issues; a missing
1086
+ comment falls back to a fresh POST so the body is never stranded. The anti-duplicate guarantee is
1087
+ preserved. Because `update_plan_issue` rewrites only the `plan-body` comment + the title (never
1088
+ the `plan-header`), a re-save **additionally** merges the planning header fields (`objective_id`,
1089
+ `consumed_learn`) back into the existing `plan-header` via `update_plan_header` when provided —
1090
+ additive, so an omitted field is left intact (no clobber of a previously linked objective/learn
1091
+ set, no reset of the submit-populated `branch`/`pr`/`lifecycle_stage`). This keeps the canonical
1092
+ header (the source `reconstruct_plan_ref` and the on-land `consumed_learn` consume read from)
1093
+ current on every save, not just the first create; the header write is fail-loud (a failure raises
1094
+ `GitHubError` → `github_error`, since this is the canonical save). `--json` carries a top-level
1095
+ `updated` (true on re-save, false on fresh create);
1096
+ `cached` stays true on every real save. The warm `/plan-save` surfaces `details.updated` and an
1097
+ "Updated plan #N" message on the re-save path.
1098
+
1099
+ ```
1100
+ update_plan_issue{ number, title, body_comment } -> PlanUpdate{ number, body_updated, title_updated, dry_run }
1101
+ # find the plan-body comment by marker -> PATCH .../issues/comments/{id} (-F body=@file)
1102
+ # (fallback: POST a fresh comment, body_updated:false) ; PATCH .../issues/{n} (-f title=)
1103
+ ```
1104
+
1105
+ **Authored (P1.T5a — the submit path).** REST `gh api`; idempotent via the list endpoint:
1106
+
1107
+ ```
1108
+ default_branch() -> string
1109
+ # gh repo view --json defaultBranchRef (the PR base)
1110
+ find_pr_for_branch{ branch } -> PullRequest | null
1111
+ # GET .../pulls?head=<owner>:<branch>&state=all (prefers an open PR)
1112
+ create_pr{ head, base, title, body, draft } -> PullRequest{ number, url, is_draft, state, existed }
1113
+ # POST .../pulls (-F body=@file); idempotent on head (find-then-create)
1114
+ update_plan_header{ issue, fields } -> PlanHeaderUpdate{ fields_updated[], dry_run }
1115
+ # GET issue body -> merge fields into the plan-header block -> PATCH .../issues/{n}
1116
+ # rejects unknown header keys (LBYL on the schema); submit sets branch/pr/lifecycle_stage=impl
1117
+ prepend_plan_callout{ issue, callout, command } -> bool (#664)
1118
+ # GET issue body -> plan.prepend_callout(body, callout, command=) -> PATCH .../issues/{n}
1119
+ # idempotent on `command`; True iff a write occurred (False when already present / dry-run)
1120
+ get_plan{ number } -> PlanState{ number, url, title, header, pr, state } | null
1121
+ # gh issue view --json (+ pulls/{n} when the header carries pr); the `perk resume` read (T5c).
1122
+ # `state` is the issue's OPEN/CLOSED state (the `replan` OPEN guard reads it).
1123
+ ```
1124
+
1125
+ - **`perk replan <plan>` re-authors an OPEN plan *in place*.** A **dedicated cold door** (not a
1126
+ registry stage): it borrows the `plan` stage descriptor (`mode: read-only`, `worktree: none`) and
1127
+ re-launches it with `run_id_override` = the target plan's **original `run_id`** (a deliberate,
1128
+ documented exception to the registry's "cold mints" `run_id` policy — the override re-enters an
1129
+ existing plan's run). Because the warm `plan_save` is an upsert keyed on `run_id` (above), the
1130
+ re-save **updates the same plan issue in place** rather than creating a new one — preserving the
1131
+ `plan-header` and thus the plan→objective link (`objective_id`) and the node→plan backlink. The
1132
+ cold door performs every GitHub read up front (read-only `gh` query subcommands are
1133
+ allowlisted, but the cold door still materializes every GitHub read up front — deterministic
1134
+ and token-cheap) and
1135
+ materializes the prior plan body into a `<untrusted_plan>` scratch file the session reads. It
1136
+ **refuses** a non-OPEN plan (`plan_not_open` — a closed plan would silently create a new issue),
1137
+ a missing plan (`plan_not_found`), a header without `run_id` (`no_run_id`), or an empty body
1138
+ (`no_plan_body`). **No extension change is required** (the interior sees an ordinary read-only
1139
+ `plan`-stage session). **Single-plan only** — erk's multi-plan consolidation (`erk-consolidated`)
1140
+ is deliberately deferred.
1141
+
1142
+ - **PR body (P1.T5a, minimal):** `Closes #<issue>` (so the squash-merge closes the plan) + a
1143
+ `Plan: #<issue>` link + a **plain-text** `` `gh pr checkout <n>` `` footer (no HTML — erk's
1144
+ tripwire). Full-plan re-embedding + AI body craft are Phase 2.
1145
+
1146
+ **Authored (P1.T5b — the land path).** Idempotent; the caller checks PR state before merging:
1147
+
1148
+ ```
1149
+ mark_pr_ready{ number } -> void
1150
+ # gh pr ready <n> — the ONE non-REST op (draft->ready is GraphQL-only); called only on a draft
1151
+ merge_pr{ number, commit_message? } -> PullRequest (state MERGED)
1152
+ # PUT .../pulls/{n}/merge (merge_method=squash); idempotent ("already merged" ⇒ success)
1153
+ ```
1154
+
1155
+ - **`Closes #<issue>`** rides in the PR body (T5a) so the squash-merge closes the plan issue;
1156
+ `commit_message` repeats it belt-and-suspenders. Post-merge state is **derived from PR**, never
1157
+ stored (Q8).
1158
+
1159
+ **Authored (P2.T8b — deep `/land` + `/learn`).** Land deepens the squash commit message; learn
1160
+ graduates from a thin marker-clear into a real knowledge-capture pass:
1161
+
1162
+ ```
1163
+ find_learn_issue{ run_id } -> PlanIssue | null
1164
+ # GET .../issues?labels=perk:learn&state=open + learn-header run_id match. LABEL-SCOPED to
1165
+ # perk:learn (+ the learn-header block) so it CANNOT return the plan issue, which shares the
1166
+ # plan's run_id under the warm:keep learn stage. Implemented by parameterizing find_plan_issue
1167
+ # with label/header_key (the perk:plan/plan-header defaults preserved — no caller changes).
1168
+ create_learn_issue{ title, body, run_id, plan_number } -> PlanIssue{ number, url, existed }
1169
+ # lazy create_label("perk:learn"); idempotent via find_learn_issue (NOT find_plan_issue);
1170
+ # renders a learn-header block { run_id, created, plan } into the body so the finder matches.
1171
+ ```
1172
+
1173
+ **Authored (hop-2 — the learned-docs consumer).** The factory cold door gathers + lands the
1174
+ consume; both ops follow the established conventions (REST `gh api`, LIST endpoint, lazy label,
1175
+ mutations raise / lookups never mask infra failure):
1176
+
1177
+ ```
1178
+ list_learn_issues{} -> LearnIssueSummary[]{ number, title, url, body }
1179
+ # GET .../issues?labels=perk:learn&state=open (the find_plan_issue list call, label-scoped to
1180
+ # perk:learn). Returns every open learn issue's full body for the inbox; raises on infra
1181
+ # failure (never masks as empty); skips non-dict / pull_request entries.
1182
+ close_and_label_consolidated{ issue } -> bool
1183
+ # lazy create_label("perk:consolidated"); POST .../issues/{n}/labels (-f labels[]=perk:consolidated,
1184
+ # ADD not replace) THEN PATCH .../issues/{n} (-f state=closed). Idempotent (re-closing /
1185
+ # re-labelling is success). Raises GitHubError on infra failure.
1186
+ ```
1187
+
1188
+ - **Deepened squash commit message (D8).** Land now passes `merge_pr(commit_message=)` =
1189
+ plain `"<plan title>\n\nCloses #<issue>"` (`get_plan(...).title`, fallback `Closes #<issue>` on an
1190
+ empty title). Plain text only — the second of the **two PR targets** (the GitHub HTML body, T8a,
1191
+ is the other); HTML never leaks into `git log`.
1192
+ - **`/learn` (D10).** The `learn capture` worker (`perk learn capture --json --body <file>`) reads
1193
+ the agent-captured learnings markdown from a run-scoped scratch file (the stdin-less worker
1194
+ pattern), `create_learn_issue`, posts a back-link comment on the plan issue (best-effort), and
1195
+ clears `pending-learn`. The warm `/learn` (`extension/doors/learn.ts`) takes an optional `summary`:
1196
+ present → scratch + delegate + mirror the marker-clear; absent → the thin TS-only marker-clear
1197
+ (graceful — no empty issue). `learn` now reads `[cache.markers, cache.plan-ref]` and writes
1198
+ `[cache.markers, github.learn, github.comments]` (the `github.learn` vocabulary key is new).
1199
+ The warm door's `learn_issue` decode is **lenient** (render-only field): a `success: true`
1200
+ envelope yields the captured-ok terminating result and mirrors the marker-clear even when the
1201
+ sub-object is undecodable (e.g. under CLI↔extension version skew); the generic decode-null
1202
+ `bad_output` message across doors now names probable version skew while keeping the
1203
+ `unexpected payload` substring.
1204
+
1205
+ **P2.T17 — learn is now ACTIVE (primed launch + guided warm door).** The capture mechanism above
1206
+ is unchanged; what's added is the *driver*. The `learn` cold launch is **primed** (`launch/prompts.py`
1207
+ `_learn_prompt`): the session opens already investigating the landed change (read the plan +
1208
+ derive the merged PR from the `plan-<pr_id>` head branch) and is told to call the `learn` tool
1209
+ with synthesized learnings. The warm **bare `/learn`** (interactive) **injects `perk-learn`
1210
+ guidance** via `pi.sendUserMessage` instead of silently clearing the marker (the agent clears it
1211
+ by calling the `learn` tool); **`/learn skip`** preserves the pure marker-clear and **`/learn
1212
+ <text>`** still captures verbatim; **headless** bare `/learn` stays the safe marker-clear
1213
+ (can't drive a turn). The **`perk-learn` skill** is the judgment layer both surfaces point at.
1214
+ No new gateway op — the existing `learn` tool / `learn capture` worker remain the durable-write
1215
+ path. **Tier 3 update (hop-2):** the **`docs/learned/*.md` documentation-plan loop is now BUILT**
1216
+ (see the *Learned-docs consumer (hop-2)* subsection below). The remaining Tier-3 pieces
1217
+ (session-material bundling on land, multi-agent session/diff/docs analysis) stay **deferred** —
1218
+ perk's already-synthesized `perk:learn` records are the materials, replacing erk's session
1219
+ preprocessing.
1220
+ - **Reconciliation typing (D9 — vocabulary established; Reconcilable + objective reconciliation
1221
+ implemented in P2.T11).** Three section types on land: **Mechanical** (command-updated,
1222
+ deterministic — T8b: `pending-learn` + the plain squash commit message; **P2.T11a**: the
1223
+ auto-on-merge node-done); **Reconcilable** (LLM-updated post-merge — **implemented in P2.T11**,
1224
+ see the P2.T11 subsection below); **Immutable** (never touched). The merged state is **PR-derived
1225
+ and not stored** (Q8), so land authors no new stored field. Objective-node reconciliation is
1226
+ **implemented in P2.T11** (the auto-on-merge node-done + the warm `/objective-reconcile` pass).
1227
+
1228
+ **Authored (P2.T7 — the `/address` review loop).** Review threads + their resolution are
1229
+ **GraphQL-only** (REST has no `isResolved`, no `resolveReviewThread`/`addPullRequestReviewThreadReply`);
1230
+ discussion comments stay REST. The GraphQL shapes are verbatim from erk (the durable prior art). The
1231
+ read **raises** on infra failure; the resolve captures **per-item** failures into its result (one bad
1232
+ thread does not sink the batch) but still raises on a hard infra failure (gh missing / timeout):
1233
+
1234
+ ```
1235
+ get_pr_feedback{ pr_number } -> PrFeedback{ pr_number, review_threads[], discussion_comments[], reviews[] }
1236
+ # review threads + PR-level reviews via `gh api graphql`; discussion comments via REST
1237
+ # GET .../issues/{n}/comments. The three sources are kept SEPARATE (counted apart) — review
1238
+ # threads (inline, with a resolvable thread_id) are a distinct API from discussion comments.
1239
+ # Read-only; what the spawned `perk.review-classifier` child runs (via `perk pr feedback`).
1240
+ resolve_review_threads{ batch:[{thread_id, comment?}] } -> BatchResolveResult{ success, results[] }
1241
+ # for each item: optional reply (addPullRequestReviewThreadReply) THEN resolveReviewThread,
1242
+ # both GraphQL. results[] is per-item {thread_id, success, comment_added, error}; top-level
1243
+ # success = all resolved. An already-resolved thread re-resolves to success (idempotent).
1244
+ # The warm TS twin writes the batch to a run-scoped scratch file (pi.exec has no stdin) and
1245
+ # delegates via `perk pr resolve-threads --json --batch <path>`.
1246
+ ```
1247
+
1248
+ - **Batch shape (PRIOR_ART §5/§11):** `[{ thread_id, comment }]` (objects, not a flat list).
1249
+
1250
+ **Authored (#175 — the `/pr-review` automated-review door).** The read gathers everything the
1251
+ fresh-context `perk.pr-reviewer` child needs to review the active PR; the mutation submits the
1252
+ child's review back. `event` is **hardcoded `COMMENT`** (the agent can never approve/block).
1253
+ Resilience: if the inline-anchored review submission fails (e.g. a `line` not present in the diff),
1254
+ `post_pr_review` falls back to posting the summary (+ rendered findings) as a single discussion
1255
+ comment, so a review **always** lands on the PR:
1256
+
1257
+ ```
1258
+ get_pr_review_context{ pr_number, branch, plan_body } -> PrReviewContext{ pr_number, base_ref, head_ref, title, body, diff, plan_body }
1259
+ # Read-only. PR meta via `gh api pulls/{n}`, diff via `gh pr diff {n}`. The gateway no longer
1260
+ # reads plan/issue state: `plan_body` is resolved backend-neutrally by the consumer
1261
+ # (`perk pr review-context`) — the materialized `cache.plan` mirror first, else
1262
+ # `IssueBackend.get_plan_body` via the resolver (GitHub numeric ids AND Linear `ENG-123`) —
1263
+ # and passed straight in (best-effort; null lets the review run from the diff). What the
1264
+ # spawned child runs (Objective #746 Node 2.2 hoist: the gateway is pure PR/CI/auth/review).
1265
+ post_pr_review{ pr_number, summary, comments:[{path,line,body}] } -> ReviewPostResult{ ok, mode, pr_number, comment_count }
1266
+ # ONE review via POST .../pulls/{n}/reviews with event=COMMENT (hardcoded) + inline comments[]
1267
+ # (path, line, side=RIGHT). mode ∈ {"review" (inline-anchored), "comment_fallback" (discussion
1268
+ # comment when the review submission fails)}. The warm twin is `/pr-review`'s parent-side
1269
+ # `post_pr_review` tool (#658), which delegates via `perk pr review-post --json --batch <path>`
1270
+ # (the reviewer children no longer call it directly — they report findings to the parent).
1271
+ ```
1272
+
1273
+ **Authored (P2.T8a — PR-body craft + the deliberate review gate).** The submit body is composed
1274
+ in `perk pr submit` via **create-then-update** (the checkout footer needs the PR number, unknown
1275
+ until `create_pr` returns), which also fixes a latent correctness bug (the Phase-1 footer carried
1276
+ the **issue** number, not the PR's — erk's single most common agent mistake):
1277
+
1278
+ ```
1279
+ update_pr_body{ number, body } -> PrBodyUpdate{ number, dry_run }
1280
+ # PATCH .../pulls/{n} (-F body=@file); mirrors update_plan_header (PR body, not issue body).
1281
+ # Re-writes the full body WITH the plain-backtick `gh pr checkout <pr_number>` footer once the
1282
+ # PR number is known. Idempotent (overwrites).
1283
+ get_pr_body{ number } -> string | null
1284
+ # GET .../pulls/{n} --jq .body; the read `perk pr check` re-validates against.
1285
+ validate_pr_body(body, *, pr_number) -> string[] (empty == valid)
1286
+ # PURE (no gh). Footer-scoped ONLY (the <details> embed is explicitly fine): the footer must be
1287
+ # present, plain-backtick (not HTML-wrapped), and carry the PR number (word-boundary: #12 ≠
1288
+ # …checkout 123). This is the self-check that catches the issue-numbered-footer bug.
1289
+ ```
1290
+
1291
+ - **The two-target split (D4).** The HTML-enhanced body — a best-effort `<details>` embed of the
1292
+ verbatim plan (via `get_plan_body`; `None` → no embed, no raise) + the checkout footer — goes
1293
+ **only** into the GitHub PR body (`update_pr_body`). The squash **commit message** is the OTHER
1294
+ target: plain text, set at land (T8b) so HTML never leaks into `git log`.
1295
+ - **Mergeability probe (#556).** **After** the PR is created + the body validated, `perk pr submit`
1296
+ runs a deterministic **local** `git merge-tree --write-tree origin/<base> <branch>` probe (no
1297
+ GitHub round-trip, no reliance on GitHub's eventually-consistent `mergeable` field) and surfaces
1298
+ three new `--json` fields: `base` (the target branch), `mergeable` (`true` clean / `false`
1299
+ conflicts present / `null` undetermined), and `conflicts[]` (the conflicted paths). The probe is
1300
+ **fail-open**: a best-effort `git fetch origin <base>`, an unresolvable base, or any `merge-tree`
1301
+ exit other than 0/1 (e.g. old git lacking `--write-tree`) yields `mergeable: null` and never
1302
+ changes submit's exit code — the gate (the warm-door conflict-resolver drive, §8.3) fires only on
1303
+ a **definitive** `mergeable: false`. `--dry-run` stays fully offline (`base: ""`, `mergeable:
1304
+ null`, no probe). The submit still **succeeds mechanically** (exit 0) when conflicts are present —
1305
+ mergeability is reported separately, not an op failure.
1306
+ - **`pr check` (D5).** `perk pr submit` runs `validate_pr_body` as a **post-write self-check** and
1307
+ **raises** (`error_type: pr_check_failed`) on failure. A thin `perk pr check --json` (active
1308
+ plan-ref → find PR → `get_pr_body` → `validate_pr_body`) is the supervisor surface (exit 0 valid /
1309
+ 1 invalid·op-failure / 2 not-a-repo).
1310
+ - **Draft → ready is a deliberate gesture (D6).** Submit keeps the PR **draft**; perk does **not**
1311
+ auto-publish (unlike erk's `finalize_pr`). The new `perk pr ready` (warm `/ready`, `extension/
1312
+ ready.ts`) is the explicit review gate — `mark_pr_ready` if draft, idempotent. Land's
1313
+ mark-ready-if-draft stays a safety net. **Correction:** perk plans are GitHub *issues*, not repo
1314
+ files, so erk's plan-file-diff completion heuristic does **not** map — the explicit draft→ready
1315
+ transition is the gate, and no plan-file-diff detector is built (never infer completion from PR
1316
+ open/closed state alone).
1317
+ - **Re-submit on rewritten history (P2.T8a follow-up).** `perk pr submit` **force-pushes the
1318
+ perk-owned plan branch with `--force-with-lease`** (auto-force; a no-op on the first push). Plan
1319
+ branches (`plan-<n>`) are single-author and expected to diverge after amend/squash/rebase, so a
1320
+ plain push would be rejected non-fast-forward on every re-submit after a history rewrite. The
1321
+ lease still rejects an *unexpected* origin move (teammate safety) — no `git fetch` is needed
1322
+ because only this worktree pushes this branch. Two stable error surfaces front this:
1323
+ - **`error_type: dirty_tree`** — submit refuses on a dirty worktree (commit-first guard, fired
1324
+ before the push) because uncommitted work isn't pushed and would silently fail to update the PR.
1325
+ - **`error_type: push_rejected`** — a non-fast-forward / lease failure maps to an actionable
1326
+ "remote moved unexpectedly; fetch/rebase and re-submit" message instead of raw git stderr
1327
+ (`error_type: git_error` remains the fallback for other git failures).
1328
+ - **Phase-2 caveat:** a fresh-clone resume (remote branch with no local remote-tracking ref) may
1329
+ hit a `stale info` lease failure and need a targeted `git fetch origin <branch>` before the
1330
+ lease; deferred with remote-branch resume (Phase 2).
1331
+
1332
+ ### Plan-ref payload (provider-agnostic; full schema → Phase 1)
1333
+
1334
+ `active_plan_ref` / `cache.plan-ref` is **provider-agnostic** from day one (PRIOR_ART §2 —
1335
+ erk migrated away from GitHub-specific refs and issue-numbers-in-branch-names):
1336
+
1337
+ ```
1338
+ { provider: string, # the resolved issue backend ("github" today — §8.21)
1339
+ pr_id: string, # STRING (allows non-numeric ids like Jira "PROJ-123")
1340
+ url: string, # during planning: the plan issue url/id; branch/pr staged null
1341
+ labels: string[], # ["perk:plan"]
1342
+ objective_id: string|null, # Phase 2
1343
+ consumed_learn: string[], # hop-2: perk:learn issue ids a docs plan consolidates (closed on
1344
+ # land) — opaque strings (§8.21; Node 4.1)
1345
+ base: string|null } # #633: the pinned PR merge target / worktree start-point branch;
1346
+ # null ⇒ fall back to the GitHub default branch
1347
+ ```
1348
+
1349
+ **Plan-header block (P1.T2a — the queryable metadata in the issue *body*).** The minimal
1350
+ observably-distinct set; rendered as a `perk:metadata-block:plan-header` collapsible YAML
1351
+ block; the full plan markdown lives in the `plan-body` first comment:
1352
+
1353
+ ```
1354
+ { run_id: string, # the §8.2 run that created the plan (idempotency key)
1355
+ lifecycle_stage: string, # "planned" (Q8: collapses planned→impl; post-states from PR)
1356
+ branch: string|null, # staged — populated at submit
1357
+ pr: string|null, # staged — populated at submit
1358
+ created: string, # ISO-8601 UTC
1359
+ objective_id: string|null, # Phase 2
1360
+ consumed_learn: string[], # hop-2: perk:learn issue ids (opaque strings — §8.21; Node 4.1)
1361
+ base: string|null } # #633: the pinned PR merge target / worktree start-point branch;
1362
+ # null ⇒ fall back to the GitHub default branch
1363
+ ```
1364
+
1365
+ **The copyable command callout (#664).** A freshly-created plan issue's **body/description** (which
1366
+ otherwise holds only the hidden `plan-header` block) now **leads with a visible, copyable command
1367
+ callout** — a bold label, a bare fenced ` ```perk impl <id>``` ` block (GitHub/Linear render a
1368
+ one-click copy button), and an italic hint. It is injected on the **fresh standalone-create** path
1369
+ of `plan save` (in `_plan_save_impl`, via the new `IssueBackend.prepend_plan_callout`) with the
1370
+ **server-assigned** id (`issue.id`), since that id is only known post-create. `<id>` is the
1371
+ artifact's own ref id (GitHub number, Linear `ENG-N`, or — for project-backed objectives — the raw
1372
+ project UUID), all already accepted by `parse_plan_id`/`parse_objective_id`. The callout is pure
1373
+ portable Markdown (no HTML/`<details>`/perk sentinels), so `to_linear_markdown` passes it through
1374
+ unchanged. It is **idempotent** (keyed on the literal command string — no duplicate on re-save) and
1375
+ sits **structurally above** the `plan-header` block, so `extract_run_id`/header parsing and the
1376
+ submit-time `update_plan_header` rewrite (which touches only the header block) are unaffected.
1377
+ Forward-only: artifacts created before #664 are not retro-fitted. For the Linear **project node↔plan
1378
+ unified** plan the same `perk impl <ENG-N>` callout is folded into the node-issue description by
1379
+ `save_node_plan` (no extra write).
1380
+
1381
+ **The pinned base (`base`, #633).** A plan or objective can declare a **non-default target
1382
+ branch**. `perk plan save` resolves the effective base **once** — the linked objective's own
1383
+ `base` (the `objective-header` `base`, the source of truth for its node plans) → the repo's
1384
+ `[workflow] base` config → `None` — and pins it into BOTH the `plan-header.base` and the
1385
+ `cache.plan-ref.base`. Three consumers read it: `create_pr` (the PR merge target), the worktree
1386
+ start-point (`launch.resolve_base` bases the `plan-<id>` branch off `origin/<base>` instead of the
1387
+ detected trunk), and the `/submit` merge-conflict probe. The submit base-resolution chain is
1388
+ `cache.plan-ref.base` → `plan-header.base` → `default_branch()`; when `base` is absent everywhere
1389
+ the behavior is byte-identical to pre-#633 (fall back to the GitHub default / `detect_trunk_branch`).
1390
+ The explicit `implement`/`run-worker` `--base` flag (a one-off git start-point override for
1391
+ stacking) still wins the start-point verbatim. `reconstruct_plan_ref` carries `base` from the
1392
+ `plan-header` so `implement`/`resume`/the remote `run-worker` recover the pinned value when the
1393
+ local `cache.plan-ref` is absent.
1394
+
1395
+ **Label taxonomy (minimal, PRIOR_ART §2/§6):** `perk:plan` (green `1f883d`), `perk:learn` (purple
1396
+ `8250df`), `perk:objective` (indigo `5319e7`, description "perk objective issue", since P2.T9),
1397
+ `perk:objective-node` (indigo `5319e7`, on Linear project-backed roadmap node-issues; #669), and
1398
+ — since hop-2 — `perk:consolidated` (gray `6e7781`, description "perk learn issue consolidated into
1399
+ docs/learned"), each **lazily created** by its gateway create-op on first use (perk never seeds
1400
+ labels in `init`). Query by a **single** label — GitHub label filters are AND-semantics. (On
1401
+ Linear, `perk init` / `doctor --fix` proactively ensure the five `perk:*` labels at **workspace**
1402
+ scope — §8.21.)
1403
+
1404
+ **The `pending-learn` semaphore (P1.T5b; Q2/Q5).** An existence-only `cache.markers` file
1405
+ (`.pi/workflow/markers/pending-learn`, name shared as `PENDING_LEARN` in both planes): **`land`
1406
+ sets it** (after a successful merge), **`learn` clears it**. While present it signals the
1407
+ land→learn cycle is open and the worktree is not yet releasable (a future `worktree remove` /
1408
+ `doctor` honors it). `learn` is **thin and TS-only** this phase — it clears the marker; the
1409
+ agentic capture + a `perk:learn` label/issue is Phase 2.
1410
+
1411
+ ### Authored (P2.T9 — objective storage + mechanics)
1412
+
1413
+ > **Forward pointer (Objective #548).** The objective methods described here as living on
1414
+ > `IssueBackend` have since been **extracted into the objective-storage tier** (`ObjectiveStore`,
1415
+ > §8.24) — the issue tier and the objective tier are now distinct seams sharing the `[issues]`
1416
+ > selection. The objective substrate ops listed below are unchanged: they remain
1417
+ > `GitHubObjectiveStore`'s delegation target (the equivalence lock) and now live in the GitHub
1418
+ > backend package at `perk/backends/github/objectives.py` (moved out of the `perk/github/` forge
1419
+ > gateway in Objective #746, Node 2.2). The historical record below is left intact per the
1420
+ > keep-and-annotate discipline.
1421
+
1422
+ The **objective layer's deterministic foundation** — a long-running goal that *generates* bounded
1423
+ plans (PRIOR_ART §3). The pure mechanics live in the `perk/objective/` package (the `plan.py` twin,
1424
+ reusing its block engine); the GitHub writes live in `perk/backends/github/objectives.py`; the cold-door workers are the
1425
+ `perk objective` group. **No registry stage and no model-facing tools** — those are T10.
1426
+
1427
+ **Storage blocks (perk-namespaced, schema 1).** An objective is an issue + first comment:
1428
+ - `objective-header` (issue body) — compact, queryable: `{ run_id, created,
1429
+ objective_comment_id, status, base }` (`status` is the explicit objective-level rollup, e.g.
1430
+ `"active"`; `objective_comment_id` is backfilled in the two-step create; `base` (#633) is the
1431
+ objective's target branch, inherited by every node plan, `null` when unset).
1432
+ - `objective-roadmap` (issue body) — the **canonical** flat-node YAML frontmatter:
1433
+ `{ schema_version: "1", nodes: [ { id, slug, description, status, pr, depends_on?, comment? } ] }`.
1434
+ Phase membership is derived from the **ID prefix** (`"1.2" → phase 1`, `"2A.1" → phase 2A`); phase
1435
+ *names* are not stored (extracted from `### Phase N: name` headers when rendering). `depends_on`
1436
+ is `null`/absent (infer sequential deps) vs `[]` (explicitly none). The `depends_on`/`comment`
1437
+ columns are omitted from the serialization unless some node specifies them.
1438
+ - `objective-body` (first comment) — the human-readable rendered roadmap table (marker-bounded by
1439
+ `<!-- perk:roadmap-table -->`, deterministically re-rendered from the frontmatter) + prose.
1440
+
1441
+ **The copyable command callout (#664).** An objective's human-readable surface — the `objective-body`
1442
+ comment (issue-backed) / the project **overview** (Linear project-backed) — now **leads with a
1443
+ visible, copyable ` ```perk objective plan <id>``` ` callout** (bold label + fenced block + italic
1444
+ hint), the objective sibling of the plan callout. For an issue-backed objective the callout is folded
1445
+ into the `objective-body` comment at compose time (the `created.number`/`created.id` is known before
1446
+ the comment is posted — **no extra write**); for a Linear project-backed objective it is written into
1447
+ the overview with one post-create `update_project_content` (the project UUID is only known after
1448
+ `create_project`). It is idempotent (keyed on the command string), pure portable Markdown, and sits
1449
+ **above** every metadata/marker block, so the table re-render and the §8.4 reconcile splice (which
1450
+ work strictly between markers) preserve it.
1451
+
1452
+ **Explicit-status-only (foundation open #3).** A node's `status` is **never inferred from a PR
1453
+ column** — `update_node` takes `status` verbatim or preserves it; setting `pr` never changes
1454
+ `status`. This is the deliberate departure from erk's two-tier infer-from-PR model.
1455
+
1456
+ **Gateway ops (canonical Python plane; same idempotency + two-step pattern as plan/learn):**
1457
+ - `find_objective_issue(*, run_id, repo_root) -> ObjectiveIssue | None` — label-scoped to
1458
+ `perk:objective` + the `objective-header` block (delegates to the parameterized `find_plan_issue`).
1459
+ - `create_objective_issue(*, title, body, repo_root, run_id, status="active", base=None,
1460
+ dry_run=False) -> ObjectiveIssue` — the **two-step** create (`base` (#633) persists into the
1461
+ `objective-header`): idempotency check → lazy `perk:objective` label →
1462
+ compose body (`objective-header` with `objective_comment_id: null` + `objective-roadmap`) → POST
1463
+ issue → POST `objective-body` comment (capturing its id) → **backfill** `objective_comment_id`
1464
+ into the header.
1465
+ - `get_objective(*, number, repo_root) -> ObjectiveState | None` — parse header + roadmap nodes;
1466
+ `None` if absent, raises on infra failure / invalid roadmap.
1467
+ - `update_objective_node(*, number, node_id, status=None, pr=None, description=None, repo_root,
1468
+ dry_run=False) -> ObjectiveNodeUpdate` — re-render the authoritative `objective-roadmap` block in
1469
+ the issue body **and** the rendered table in the `objective-body` comment (best-effort); raises if
1470
+ the node is not found.
1471
+ - `add_objective_node(*, number, phase, description, status=PENDING, slug=None, depends_on=None,
1472
+ comment=None, repo_root, dry_run=False) -> ObjectiveNodeAdd` — insert a new node into `phase`
1473
+ (auto-assigned `<phase>.<n>`, appended after that phase's last node) with the same re-render
1474
+ discipline; raises on an id collision. The rare node-insertion surface for reconciliation
1475
+ (prose-guarded, no audit gate — like the other workers).
1476
+ - `update_objective_header(*, number, fields, repo_root, dry_run=False) -> ObjectiveHeaderUpdate` —
1477
+ the `update_plan_header` twin (read-merge-PATCH), rejecting unknown keys (LBYL on
1478
+ `OBJECTIVE_HEADER_FIELDS`).
1479
+
1480
+ **Cold-door workers (`perk objective …` — a dev/CI/T10 surface, not an agent affordance):**
1481
+ `create --body @FILE [--title]`, `show NUMBER`, `node NUMBER --node ID [--status][--pr][--description]`,
1482
+ `node-add NUMBER --phase N --description STR [--status][--slug][--depends-on …][--comment]`,
1483
+ `next NUMBER` (the dependency-graph `build_graph(nodes).next_plannable()` selection T10's
1484
+ `/objective-plan` consumes). All supervisor surfaces (`--json` → stdout, human → stderr, exit
1485
+ `0`/`1`/`2`). The objective issues are pure REST (issues + comments), no GraphQL.
1486
+
1487
+ State key (registry vocabulary): `github.objective` (live since P2.T9 storage; its **stage** —
1488
+ `objective-plan` — exists since P2.T10).
1489
+
1490
+ ### Authored (P2.T10 — the objective plan factory)
1491
+
1492
+ The objective **transition** layer on top of T9's mechanics — the plan factory + the node↔plan link.
1493
+
1494
+ - **`objective-plan` registry stage + cold door.** A new stage (`mode: read-only`, `worktree:
1495
+ none`, `doors.cold_remote: false`) inserted as the **single initial** before `plan`
1496
+ (`objective-plan → plan`); `requires/reads: [github.objective]`, `writes: [github.objective,
1497
+ session.workflow-state]`. Its cold door is a **dedicated** command (`DEDICATED_STAGES`),
1498
+ `perk objective-plan [NUMBER] [--node ID]` (the generic launcher cannot select a node): it
1499
+ requires an explicit NUMBER (a cold session has no `active_objective`), selects the next actionable
1500
+ node (pending-first dependency-graph order — unblocked `pending` nodes by position, then resumable
1501
+ `planning`-no-`pr` claims; or `--node`), marks it `planning` (`update_objective_node`), and launches
1502
+ a read-only
1503
+ plan-mode session seeded with the node (via `launch_stage(prompt_override=…)`). Supervisor surface
1504
+ (`--json`/exits `0`/`1`/`2`); error types `objective_required`/`objective_not_found`/
1505
+ `no_actionable_node`/`remote_blocked`.
1506
+ - **`launch_stage(prompt_override=…)`.** A minimal seam: when given, the override is the seeded
1507
+ initial prompt instead of the stage-derived `_initial_prompt` (objective-plan has no plan-ref, so
1508
+ `_initial_prompt` returns `None`). All existing callers pass `None`, unaffected.
1509
+ - **`--objective-id` thread.** `perk plan-save --objective-id N` (and the warm `plan_save` tool's
1510
+ `objective_id` param) populate `plan.PlanHeader.objective_id` + `plan.PlanRef.objective_id` (both
1511
+ fields already existed). This persists the plan→objective direction; non-objective plans omit it.
1512
+ - **Node mutations stay canonical Python.** The `objective_node` model tool delegates to
1513
+ `perk objective node` — there is **no audit gate at the CLI layer** (the audit refusal is the
1514
+ model-facing tool boundary only, §8.3). Whole-objective rollup-to-`done` (`update_objective_header`
1515
+ via a CLI) is **deferred** (T10's completion-audit unit is the node); auto-on-merge node-done is
1516
+ **T11**.
1517
+
1518
+ ### Authored (P2.T11 — objective reconciliation after landing)
1519
+
1520
+ Close the objective loop: when a PR linked to an objective node merges, the roadmap reconciles
1521
+ against what was *actually* built. Two seams (PRIOR_ART §3), matching the D9 section-boundary typing:
1522
+
1523
+ **T11a — Mechanical (deterministic, on land).** The cold land path (`perk pr land`) auto-marks the
1524
+ objective node(s) backlinked to the just-merged plan `done` — **fail-open** (the merge already
1525
+ succeeded; objective tracking must never block landing) and **deliberately non-audited** (per the
1526
+ T10 §8.3 note, the audit gate protects the model-facing tool path only).
1527
+ - `objective.nodes_for_pr(nodes, pr_number) -> [ObjectiveNode]` (pure) — returns nodes whose `pr`
1528
+ backlink matches `pr_number` canonicalized to `"#<n>"` (`"#6"` / `6` / `"6"` interchangeably).
1529
+ - `pr_land_cmd._reconcile_objective_on_land(*, plan_ref, repo_root) -> ObjectiveLandUpdate`
1530
+ (`{ objective, nodes_marked, skipped_reason, closed }`) — best-effort, **never raises**: it parses
1531
+ `plan_ref.objective_id` (`skipped_reason` ∈ `no_objective_link` / `bad_objective_id` /
1532
+ `objective_not_found` / `no_linked_node`, or `error: <exc>` on any failure, logged loud-but-non-fatal
1533
+ to stderr), then `update_objective_node(... status=DONE)` for each non-terminal matched node. Called
1534
+ in `_pr_land_impl`'s **non-dry-run** branch only, **after** `set_marker(PENDING_LEARN)`; the
1535
+ dry-run branch sets an inert `ObjectiveLandUpdate(None, (), "dry_run")` and stays fully offline.
1536
+ `_result_to_dict` always emits `"objective": { id, nodes_marked, skipped_reason, closed }`
1537
+ (`id` an opaque string objective id — §8.21; Node 4.1);
1538
+ `_render_human` adds an `objective #N: marked node(s) X done` line when non-empty (and an
1539
+ `objective #N complete — closed` line when `closed`).
1540
+ - **Close-on-complete.** After the marking loop (targets non-empty only — the early-return skips
1541
+ above never reach it), the land path checks completeness **locally** over the post-mark node
1542
+ list (every backlinked target counts as terminal, all other nodes as fetched — the same
1543
+ all-terminal predicate as `DependencyGraph.is_complete`, no re-fetch, no graph construction).
1544
+ When complete it calls `github.close_issue(number=...)` — idempotent REST PATCH, **no closing
1545
+ comment** (symmetric with the §8.20 supervisor close) — and sets `closed=True`. The check runs
1546
+ even when zero nodes were marked (all targets already terminal), so a **re-land is idempotent**:
1547
+ re-landing the final PR still converges the objective to closed. The close is wrapped in its own
1548
+ **isolated fail-open** handler: a close failure preserves the already-marked `nodes_marked`,
1549
+ logs loud-but-non-fatal to stderr, and reports `skipped_reason = "close_failed: <exc>"` with
1550
+ `closed=False` — the land result is never affected.
1551
+ - The warm `extension/doors/land.ts` surfaces `objective.nodes_marked` and **auto-drives** the reconcile
1552
+ pass via `driveReconcileAfterLand`, which injects
1553
+ `reconcileGuidance(...) + bindingSuffix(..., "command:objective-reconcile")` — byte-for-byte the
1554
+ message `/objective-reconcile` injects — when the land succeeded with a node marked done.
1555
+ Delivery branches on `ctx.isIdle()`: the streaming `land` tool path uses
1556
+ `deliverAs: "followUp"` (delivered after the terminating batch), the idle `/land` command path an
1557
+ immediate turn. `land` stays **terminating** because `terminate` only skips the *automatic*
1558
+ follow-up LLM call — an injected `followUp` user message is a separate deliberate new turn, so the
1559
+ two compose. The success text reports the auto-reconciliation rather than a copy-pasteable nudge;
1560
+ the merge itself is unchanged. `land.ts` decodes `objective.closed` **leniently** (missing or
1561
+ non-boolean → `false`, sub-object kept — advisory display detail) and adds an
1562
+ `Objective #N complete — closed.` success line when `closed`; `driveReconcileAfterLand` is
1563
+ unchanged — the reconcile pass still auto-drives after a closing land (a closed issue's
1564
+ body/comments remain editable).
1565
+ - The `land` stage I/O gains `github.objective` in both `reads` (the node lookup) and `writes` (the
1566
+ mechanical node-done).
1567
+
1568
+ **T11b — Reconcilable (LLM judgment, post-merge, warm).** A `/objective-reconcile` surface +
1569
+ `perk-objective-reconcile` skill drive the model to reconcile stale objective **prose** (and node
1570
+ descriptions) against the real diff. The objective-body prose is a marker-bounded **Reconcilable**
1571
+ region; everything outside it (the Mechanical roadmap table, any Immutable notes below) is
1572
+ **structurally** protected.
1573
+ - `objective.OBJECTIVE_RECONCILABLE_MARKER_START/_END` + `replace_reconcilable_section(comment_body,
1574
+ new_prose) -> str | None` (pure; splices between the markers, preserving the table block above +
1575
+ Immutable notes below; `None` when markers absent). `render_body_comment(nodes, *, prose="")` now
1576
+ wraps prose in the Reconcilable markers — even empty prose emits the (empty) marker pair so every
1577
+ objective has a splice target; objectives created before P2.T11 (no markers) yield a clean
1578
+ `reconcile_target_missing` rather than a clobber.
1579
+ - `github.update_objective_body(*, number, prose, repo_root, dry_run=False) -> ObjectiveBodyUpdate`
1580
+ (`{ number, comment_id, updated, dry_run }`) — reads the `objective-header` `objective_comment_id`,
1581
+ fetches the comment, `replace_reconcilable_section`, PATCHes it; raises `GitHubError` (`no body
1582
+ comment` / `no reconcilable region`) on a missing target. The table block + Immutable prose are
1583
+ never touched (structural Immutable-safety).
1584
+ - `perk objective reconcile NUMBER --body @FILE [--dry-run] [--json]` — the cold worker (stdin-less
1585
+ file-arg pattern, mirroring `learn capture`); maps the two missing-target `GitHubError`s to a
1586
+ stable `reconcile_target_missing`, other infra to `github_error`. Node-description reconciliation
1587
+ reuses the existing `objective node --description` (no new flag).
1588
+ - `extension/factories/objectivePlan.ts` gains: a `description?` param on the `objective_node` tool
1589
+ (`buildObjectiveNodeArgs` pushes `--description` and **relaxes** the structural refusal so a call
1590
+ carrying only `description` is valid — a deliberate, flagged extension of T10's contract; the
1591
+ `status:"done"` audit gate is unchanged); a `reconcile_objective` warm tool
1592
+ (`{ objective, prose }` → run-scoped scratch file → `perk objective reconcile … --body <path>`,
1593
+ never throws); and a `/objective-reconcile [<number>] [--pr <plan>]` command with **three-tier
1594
+ objective resolution** (arg → `active_objective` → `readPlanRef(cwd).objective_id` — so the
1595
+ post-land path works in the landing session even when `active_objective` is unset).
1596
+ - The judgment layer is `skills/perk-objective-reconcile/SKILL.md`: PR diff + `objective show` as
1597
+ untrusted DATA; the Mechanical/Reconcilable/Immutable boundary; the contradiction taxonomy; skip
1598
+ if nothing is stale; never-delegate judgment + durable writes.
1599
+
1600
+ ### Authored (hop-2 — the learned-docs consumer)
1601
+
1602
+ perk's `/learn` already synthesizes durable learnings into terminal `perk:learn` issues; hop-2 is
1603
+ the missing **consumer** that consolidates them into committed `docs/learned/`. It is a **plan
1604
+ factory** (mirrors `objective-plan`, NOT a direct doc-writer), triggered on-demand/batched — so it
1605
+ adds **no `registry.yaml` stage** (it borrows the existing `plan` stage descriptor to launch) and
1606
+ uses existing state keys (`github.learn`, `github.plan`, `cache.scratch`).
1607
+
1608
+ - **The factory cold door + warm command.** `perk learn docs` (`commands/learn/docs_cmd.py`, no
1609
+ alias): `list_learn_issues` → materialize the inbox
1610
+ `.pi/workflow/scratch/learn-docs-inbox.md` (a `## Learning #<n>` section per issue, each body in
1611
+ `<untrusted_learning>`) → `launch_stage(plan_stage, prompt_override=<seed>)` (a read-only
1612
+ plan-mode session). `--gather` materializes the inbox + emits `{ inbox_path, learn_numbers }`
1613
+ with no launch (the warm path + tests consume this); `--dry-run` gathers + prints; `--remote` is
1614
+ rejected (`remote_blocked`, the `plan` stage is `cold_remote:false`); no open learn issues →
1615
+ exit 1 `no_learn_issues`. The warm `/learn-docs` (`extension/doors/learnDocs.ts`) delegates to
1616
+ `perk learn docs --gather --json` (gate-safe — extension `pi.exec` is not subject to the
1617
+ read-only bash gate), then `pi.sendUserMessage`s the factory guidance pointing at the
1618
+ `perk-learn-docs` skill. **Headless-safe** (the inbox is still materialized; no turn is driven).
1619
+ - **`learn` is a hybrid group (Node 2.2).** `perk learn` is a hand-written default-dispatch group
1620
+ (`commands/learn/`): a bare/non-verb invocation falls through to a hidden launcher built from
1621
+ the generic registry factory (byte-identical to the generated `learn` stage launcher), while
1622
+ `capture` and `docs` are the cold workers (no aliases). Warm ids (`/learn`, `/learn-docs`,
1623
+ `command:learn-docs`, the inbox artifact) are unchanged — they key off warm command ids, not
1624
+ cold CLI spellings.
1625
+ - **The factory discipline is inbox-over-gh.** The seeded factory session reads the materialized
1626
+ inbox via the `read` tool as its canonical input. Read-only `gh` query subcommands are now
1627
+ allowlisted in the read-only bash gate (`extension/substrate/toolGating.ts`), so ad-hoc GitHub reads are
1628
+ *possible* — but the cold door remains the canonical gatherer (deterministic, token-cheap), and
1629
+ factory sessions should not re-fetch the inbox's contents via `gh`.
1630
+ - **The `consumed_learn` thread.** `perk plan-save --consumed-learn "45,50"` (and the warm
1631
+ `plan_save` tool's `consumed_learn` array param) populate `plan.PlanHeader.consumed_learn` +
1632
+ `plan.PlanRef.consumed_learn` (parsed to a sorted unique `tuple[str, ...]` of opaque string ids
1633
+ — §8.21; only empty tokens are dropped — there is no int parse). The warm param decode
1634
+ (`idArrayParam`) accepts strings and coerces bare numbers via `String()` (the learn-docs
1635
+ guidance renders bare numeric ids on GitHub). This persists which `perk:learn` issues the docs
1636
+ plan consolidates; non-factory
1637
+ plans omit it. Because the read-only factory saves via the `/plan-save` *command* (which forwards
1638
+ only `{plan, title}`), `plan-save` also recovers `consumed_learn` from the run's handoff
1639
+ (`_consumed_learn_from_handoff`, #102) when the flag is absent — see §8.2's handoff-carrier note.
1640
+ - **On-land consume (Mechanical, deterministic).** `pr_land_cmd._consume_learn_on_land(*, plan_ref,
1641
+ repo_root) -> LearnConsumeUpdate{ closed, skipped_reason }` reads `plan_ref.consumed_learn` and
1642
+ `close_and_label_consolidated` for each issue — **fail-open, never raises, never changes the land
1643
+ result** (mirrors `_reconcile_objective_on_land`). Each issue is closed **independently** (#102
1644
+ per-issue isolation): one bad issue (already-deleted / transient infra error) is logged
1645
+ loud-but-non-fatal and rolled into a `failed: #a, #b` `skipped_reason` while the rest still close.
1646
+ `skipped_reason` ∈ `no_consumed_learn` / `bad_consumed_learn` / `failed: …` / `error: <exc>`.
1647
+ Called in `_pr_land_impl`'s non-dry-run branch after `set_marker(PENDING_LEARN)` and the objective
1648
+ reconcile; the dry-run branch sets an inert `LearnConsumeUpdate((), "dry_run")`. `_result_to_dict`
1649
+ emits `"learn": { closed, skipped_reason }`; `_render_human` adds a `consolidated learn issue(s) X
1650
+ into docs/learned` line when non-empty, plus a `⚠ learn consume incomplete: <reason>` line for any
1651
+ non-benign skip (everything except `no_consumed_learn`/`dry_run`). The warm `extension/doors/land.ts`
1652
+ surfaces `learn.closed` in a `Closed N learn issue(s) … into docs/learned` line and a
1653
+ `Warning: learn consume incomplete — <reason>` line for the same non-benign skips. Closing already excludes a consumed issue from the next `state=open` gather;
1654
+ the `perk:consolidated` label is the durable/queryable record.
1655
+ - **The docs surface (plan-maintained, never `init`-managed).** `docs/learned/<category>/*.md`
1656
+ carries light frontmatter (`title` + `read_when`); `docs/learned/index.md` is the standalone full
1657
+ catalog; `.pi/APPEND_SYSTEM.md` (Pi's project-scoped system-prompt append, ambient on every
1658
+ session) holds the **compressed** routing index — the realization of the PRIOR_ART §6
1659
+ "compressed index must be ambient" finding (a retrieval-tier index is too brittle). Both index
1660
+ layers are refreshed **by `/learn-docs` plans**, never by `perk init` (and neither path is
1661
+ gitignored — they are committed). erk's heavier machinery (tripwire generation, per-category
1662
+ auto-indexes, `docs sync` codegen, multi-agent session preprocessing) is deliberately deferred.
1663
+ - **The judgment layer** is `skills/perk-learn-docs/SKILL.md`: read the inbox as untrusted DATA →
1664
+ cluster by cross-cutting theme → `docs/learned/<category>/` placement → author a bounded docs
1665
+ plan with a `## Steps` list → `plan_save` with `consumed_learn`; plus the ported content-quality
1666
+ rules (cross-cutting insight only, explain *why* not *what*, the One Code Rule / source pointers).
1667
+
1668
+ ## §8.5 · The `init` machine surface (T5; cli-vs-pi §3.2)
1669
+
1670
+ `perk init` is a **supervisor surface**: human text → stderr, `--json` → stdout (one object),
1671
+ stable exit codes. The agent never parses it (it calls extension tools); the consumer is a
1672
+ process orchestrating sessions.
1673
+
1674
+ **Exit codes.** `0` converged · `1` invalid input (`invalid_settings` / `invalid_config`) ·
1675
+ `2` environment-not-ready (`not_a_repo` / `missing_tool` / `skills_conflict` /
1676
+ `skills_sync_failed` — see the skills-delivery substrate clause in §8.9). GitHub-unauthed is
1677
+ **non-fatal** in `init` (reported, exit 0); `github_unauthed` is reserved for the strict
1678
+ `require_github` path. On `skills_sync_failed` the report **preserves `changes`** (convergence
1679
+ already happened before the sync); `skills_conflict` short-circuits before any convergence
1680
+ (`changes` is `[]`).
1681
+
1682
+ **`--json` object.**
1683
+ ```
1684
+ { success: bool, mode: "self"|"consumer"|"unknown", error_type: string|null, message: string|null,
1685
+ env: [ { name, ok, detail, remediation, optional } ], # tooling checks; `optional:true` entries
1686
+ # (e.g. ast-grep) are non-fatal — present-or-
1687
+ # absent, never a `missing_tool` exit-2
1688
+ github: { auth: { ok, user, scopes[], error }, # null when env-not-ready / verify skipped
1689
+ repo: { ok, repo, can_push, error } },
1690
+ linear: { ok, team, error, # null unless verify ran AND the committed
1691
+ readiness: { auth_ok, user, team_ok, # [issues] backend is "linear" (§8.21);
1692
+ missing_labels[], created_labels[], error } | null, # non-fatal like github
1693
+ project: { projects_ok, projects_error, # project-backed objective readiness (Node 4.2);
1694
+ missing_state_types[], states_error } | null }, # null unless auth_ok && team_ok; non-fatal
1695
+ capabilities: string[], # the managed inventory (perk/convergence/capabilities.py)
1696
+ changes: string[], # converged/seeded pieces ([] ⇒ already converged)
1697
+ handoff: string|null } # path to the post-init markdown on-ramp
1698
+ ```
1699
+
1700
+ The **post-init handoff** (`handoff`) is an *agent-readable* markdown at
1701
+ `.pi/workflow/post-init.md` (gitignored; regenerated each init) — distinct from the §8.1
1702
+ machine run-handoff JSON. It is the Phase-0 dogfood on-ramp.
1703
+
1704
+ **Capability inventory.** `perk/convergence/capabilities.py` is the declared SSOT of what `init` manages
1705
+ (required-vs-optional + self-vs-consumer scope). Phase 0 ships an all-required set; `doctor`
1706
+ **(T6, implemented)** reuses it for health-check filtering (the inventory's `verify()` side). The
1707
+ installed-optional state file + `Capability` ABC are deferred until the first *optional*
1708
+ capability exists.
1709
+
1710
+ ---
1711
+
1712
+ ## §8.6 · The `doctor` machine surface (T6; cli-vs-pi §3.2)
1713
+
1714
+ `perk doctor` is the **second** supervisor surface (the agent never parses it). It is `init`'s
1715
+ diagnostic twin: `init` converges *forward*, `doctor` **reports** coherence and `--fix` **repairs**
1716
+ drift. Managed-piece checks reuse `init`'s convergence helpers in **dry-run** (`apply=False`) — so
1717
+ init and doctor share one desired-state SSOT — and `--fix` runs the same helpers with `apply=True`.
1718
+ Shipped as a Click **group** (`invoke_without_command=True`) so the Phase-3 `doctor workflow`
1719
+ subgroup slots in without a breaking change.
1720
+
1721
+ **Exit codes (report-don't-refuse, D5).** `0` healthy (warnings allowed) · `1` unhealthy (≥1
1722
+ failing check) · `2` `not_a_repo`. A **missing required tool is a failing check (exit 1)**, *not*
1723
+ exit 2 — doctor's job is to report tool problems, not refuse to run; only `not_a_repo` blocks.
1724
+ GitHub readiness is **non-fatal** (`warn`, never `fail`); doctor **never mutates** GitHub.
1725
+
1726
+ **No silent pass.** A check that cannot be evaluated (a shell raised, a file is unreadable) reports
1727
+ `warn`/`info` with the reason in `detail` — never a silent `ok`.
1728
+
1729
+ **`--json` object.**
1730
+ ```
1731
+ { success: bool, # the command ran (false only on not_a_repo)
1732
+ healthy: bool, # no failing checks
1733
+ self_repo: bool, # self (perk's own repo) vs consumer dual-mode
1734
+ error_type: string|null, # "not_a_repo" on the exit-2 path
1735
+ message: string|null,
1736
+ checks: [ { name, group, status, message, detail, remediation } ], # status ∈ ok|warn|info|fail
1737
+ summary: { passed: int, warnings: int, failed: int },
1738
+ fixed: string[], # repairs applied by --fix ([] otherwise)
1739
+ fix_errors: string[] } # --fix repairs that FAILED (e.g. a skills sync error;
1740
+ # rendered loudly; the post-fix re-verify keeps the
1741
+ # failing check, so the exit code stays honest)
1742
+ ```
1743
+
1744
+ **Groups.** `environment` (tools; required tools missing = `fail`; optional tools (e.g. ast-grep)
1745
+ missing = `warn`) · `github` (auth/access; non-fatal `warn`) ·
1746
+ `linear` (verify-gated Linear readiness — auth/team/labels; present only when the committed
1747
+ `[issues] backend` is `"linear"`; warn-level, the github D3 mirror; `--fix` ensures the five perk
1748
+ labels — §8.21) · `runner` (remote-runner prereqs; report-only, non-fatal — §8.16) ·
1749
+ `package` (settings wiring + perk-package ref reconcile + the `extension-install` install-ownership
1750
+ check; `--fix` also migrates a former git-clone consumer forward by removing the orphaned clone — §8.6a) ·
1751
+ `repository` (gitignore/agents blocks + config present/valid) ·
1752
+ `registry` (the registry self-check) · `skills` (the skills-CLI manifest fragment + the
1753
+ fail-level `skills-delivery` substrate check — §8.9) · `bindings` / `providers` (rolled-up
1754
+ non-fatal config checks — §8.9/§8.10) · `issues` (the fail-level `[issues]` selection check:
1755
+ linear requires a committed `team` — §8.21) · `state` (the `.pi/workflow/` cache layout +
1756
+ handoff-blob integrity). Managed-piece checks are filtered by `capabilities.applicable(self_repo)`; infra checks
1757
+ always run. Human render (stderr) follows the three-way condensed rule per group (collapse a clean
1758
+ group; else expand only its failures/warnings); `--verbose` expands every check.
1759
+
1760
+ ### §8.6a · perk-package ref reconcile + the npm-install extension (#635/#639/#812)
1761
+
1762
+ Keeping a consumer's pi-loaded perk extension runnable rests on two invariants:
1763
+
1764
+ - **perk's own extension is wired as an exact version-pinned `npm:@mgiles/perk` entry, reconciled
1765
+ *forward*** (no longer purely append-only). `_desired_packages` emits `npm:@mgiles/perk@{__version__}`
1766
+ for a consumer (`_perk_npm_entry()`, mirroring the PyPI install pin SSOT in
1767
+ `workflow_artifacts.py`); the self-repo still wires `..`. `_merge_static_packages` rewrites perk's
1768
+ own `packages` entry **in place** (list position preserved) when its `@mgiles/perk` identity already
1769
+ exists but the full spec differs from the desired pin — so a stale `npm:@mgiles/perk@0.0.0` is
1770
+ reconciled to `@{__version__}` (extra string duplicates of that identity collapse to one). Only
1771
+ perk's own npm identity is version-reconciled; the borrowed npm packages stay unpinned/append-only
1772
+ (distinguished by `_npm_name` identity vs `_npm_name(NPM_PACKAGE)`), and a user's other packages
1773
+ are never in the desired set so they stay untouched/append-only. The in-body migration strips a
1774
+ repo's legacy **`git:` perk** entry (any ref, by `_git_identity == GIT_PACKAGE`) so the flip from
1775
+ the old git wiring converges; a user's unrelated `git:` packages are preserved. **String-form
1776
+ only** (perk never writes object-form for its own package — Invariant 2; a hand-written
1777
+ object-form perk entry is a documented limitation). This rides the existing `settings-wiring`
1778
+ `ManagedConvergence` — version-pin drift becomes a `settings-wiring` **fail** that `--fix`
1779
+ repairs, with **no new doctor wiring**.
1780
+ - **perk owns the `@mgiles/perk` *npm install*, superseding pi's `git:`-clone extension lifecycle
1781
+ (#812).**
1782
+ Node 2.2 flipped perk's own extension to a pinned `npm:@mgiles/perk@{__version__}` settings entry; this
1783
+ bullet makes init/doctor/launch **physically install** that pin. pi installs a missing
1784
+ project-scope `npm:` package lazily and **unlocked** at launch (`resolvePackageSources`) — a
1785
+ missing/half-materialized race for `npm:` packages. The npm install path now **fully supersedes**
1786
+ pi's `git:`-clone extension lifecycle, which is retired: the clone status/lock/materialize
1787
+ primitives, the `extension-clone` doctor check, and the launch warm-clone are all removed. A
1788
+ `doctor --fix` **migration** (`_remove_orphaned_git_clone`, in the `_MIGRATIONS` seam) carries a
1789
+ former git-clone consumer forward by `rmtree`-ing the orphaned `.pi/git/<host>/<path>` clone
1790
+ (filesystem-only, gitignored path; idempotent — a no-op once absent; a failed removal lands on
1791
+ `fix_errors`, never swallowed). perk now owns the install end-to-end:
1792
+ `materialize_extension_install` (init/doctor) reconciles the install **forward** —
1793
+ install-if-`absent` / reinstall-if-version-`mismatch` (the pinned `@mgiles/perk@{__version__}`,
1794
+ `npm install <pin> --prefix .pi/npm --legacy-peer-deps`, additive — borrowed entries untouched) —
1795
+ and `ensure_extension_install_present` warms it **pre-launch** in `launch_stage` (presence-only, a
1796
+ cheap `is_dir()` no-op once present, so the launch hot path stays network-free). Both run under an
1797
+ exclusive `fcntl.flock` on `<repo_root>/.pi/npm/.perk-npm-install.lock` (the lock lives in the
1798
+ install **root** `.pi/npm/` — already managed-gitignored — so a `node_modules` wipe never drops it;
1799
+ degrades to a no-op lock on non-POSIX), so concurrent launches **serialize** and a double-checked
1800
+ `is_dir()` installs exactly once. All npm work is best-effort + **non-fatal** (an `NpmError` —
1801
+ flaky network / not-yet-published pin — is swallowed, never raised); the self-repo (`..` package)
1802
+ is exempt. The verify-gated `extension-install` doctor check (group `package`) reports it:
1803
+ `absent`/`mismatch` → **fail** (+`perk doctor --fix`, which install/reinstalls — perk init/doctor
1804
+ *own installing*), `present` → `ok`, `unverifiable` → `warn`, `self` → `info`.
1805
+ This is **install ownership**: presence + the *install-vs-pin* version comparison.
1806
+ - **Version-parity enforcement is complete (#838).** The *wired* pin is enforced by the
1807
+ `settings-wiring` check (`_perk_npm_entry()` reconciled forward to `npm:@mgiles/perk@{__version__}`,
1808
+ above) and the *installed* version by the `extension-install` check (install-vs-`__version__`
1809
+ `mismatch` → fail), both against the running CLI's `perk.__version__` SSOT — **no third
1810
+ `version-parity` doctor check** is added (it would only duplicate these). The only version perk
1811
+ cannot *statically* check is the **live loaded** extension at launch: pi can lazy-install / load a
1812
+ stale `npm:@mgiles/perk`, so the `@mgiles/perk` actually running may differ from the CLI that launched it.
1813
+ That runtime skew is surfaced by a **soft `session_start` drift signal**: the local launch seam
1814
+ (`launch_stage`) injects `PERK_CLI_VERSION = __version__` into the exec env (a second informational
1815
+ launch env var beside `PERK_RUN_ID` — §8.2 — but *not* run-control data: the extension only reads
1816
+ it to compare versions), and the extension's `session_start` handler compares it against its own
1817
+ `perkVersion()`. When both are present and differ, it emits a **soft, non-fatal `warning`** via
1818
+ `report()` (headless-safe; UI notify or stderr) pointing at `perk doctor --fix`. No once-guard
1819
+ (it may re-emit on reload — acceptable for a soft warning); silent for ad-hoc `pi` (no env) and the
1820
+ self-repo (versions equal). Injected at the **local launch only** (the operator-facing path); the
1821
+ remote worker loads from the same pinned install and is headless, so it is deliberately out of
1822
+ scope. `tests/test_packaging.py` now also guards the **wired + install pin lockstep** against the
1823
+ version SSOT (`test_npm_pin_lockstep`: `_perk_npm_entry()` and `_pinned_spec()` both track
1824
+ `_pyproject_version()`), beyond the existing `__version__` `test_version_lockstep`.
1825
+
1826
+ ---
1827
+
1828
+ ## §8.7 · Cross-plane session-context markers (the selfcheck verifier)
1829
+
1830
+ Two pieces of session context are converged by one plane and **read back** by the other, so the
1831
+ literal markers are a cross-plane contract:
1832
+
1833
+ - **`<!-- BEGIN perk managed -->`** — the managed `AGENTS.md` block. `perk init` (Python plane)
1834
+ writes it; Pi loads `AGENTS.md` into `contextFiles`; the extension's `/perk-selfcheck` (TS plane,
1835
+ `extension/doors/selfcheck.ts`) reads `getSystemPromptOptions().contextFiles` and confirms some file
1836
+ carries this marker. Changing the literal in `perk/convergence/init/blocks.py` **must** update
1837
+ `MANAGED_AGENTS_MARKER` in `extension/doors/selfcheck.ts` in the same turn.
1838
+ - **`.pi/APPEND_SYSTEM.md`** — the ambient routing index (maintained by `/learn-docs`, never
1839
+ `init`). Pi joins it into `appendSystemPrompt`; selfcheck confirms the on-disk content reached the
1840
+ prompt verbatim (a trimmed-substring probe).
1841
+
1842
+ The division of labor: **`perk doctor` checks the disk** (files converged); **`/perk-selfcheck`
1843
+ checks the prompt** (the converged context actually reached the model via Pi's
1844
+ `getSystemPromptOptions()`, available only on a command context). selfcheck logs only derived
1845
+ booleans/counts — never the raw prompt text (the options expose the full system prompt).
1846
+
1847
+ The `.pi/workflow/.perk-t3.json` diagnostics sentinel additionally records **`run_mode`** — Pi's
1848
+ `ctx.mode` (`tui`/`rpc`/`json`/`print`) — distinct from the workflow **`mode`** (`read-only`/
1849
+ `read-write`) that drives tool gating. `run_mode` is observability `ctx.hasUI` (a binary) can't
1850
+ express; it is written from `ctx.mode` on both `session_start` and `session_tree`.
1851
+
1852
+ ---
1853
+
1854
+ ## §8.9 · Skill bindings (the trigger→skill delivery contract)
1855
+
1856
+ The **second parsed cross-plane contract**, `shared/bindings.yaml` (sibling of `registry.yaml`),
1857
+ maps a **trigger** to a **skill** plus a per-binding delivery **mode**. It is bundled automatically
1858
+ via the `shared/` force-include (wheel → `perk/_shared/`, npm tarball → `shared/`) and read by both
1859
+ planes through independent readers: **`perk/substrate/bindings.py`** (`load_bindings` / `validate`, returning
1860
+ `BindingSet`/`Binding` + the shared `Issue`/`FindingSeverity` findings, raising `BindingsError` only for
1861
+ structural failures) and **`extension/substrate/bindings.ts`** (`loadDefaultBindings`, a thin structural
1862
+ parse). The Python plane is the authoritative validator.
1863
+
1864
+ **Trigger vocabulary — one `"<kind>:<id>"` string, kind ∈ {`stage`, `command`}:**
1865
+ - `stage:<id>` — `<id>` is a **registry stage id** (e.g. `stage:implement`). Fires at that stage's
1866
+ launch / session entry.
1867
+ - `command:<id>` — `<id>` is a perk command / slash-command that is **not** a registry stage (e.g.
1868
+ `command:learn-docs`). Fires when that command runs.
1869
+
1870
+ **Kind-selection rule:** when a command corresponds 1:1 to a registry stage of the same name, bind
1871
+ to `stage:<id>` (the canonical trigger — the delivery layer fires it across both the cold launch and
1872
+ the warm slash-command of that name). Use `command:<id>` **only** for commands with no registry
1873
+ stage. This keeps the default set free of redundant stage+command pairs for one skill.
1874
+
1875
+ **Binding model — `{ trigger, skill, mode }`:** `trigger` is the `<kind>:<id>` string; `skill` is a
1876
+ skill name (a `skills/*/` dir name today); `mode ∈ {nudge, transclude}` is **per-binding** —
1877
+ `nudge` delivers a short pointer to follow the named skill (the skill body stays ambient /
1878
+ Pi-discovered), `transclude` inlines the skill body. The same skill may be a nudge at one trigger
1879
+ and a transclude at another.
1880
+
1881
+ **Shipped default set (all 9 shipped bindings, all `nudge` — perk's own skills are ambient package
1882
+ skills, so a pointer suffices; `transclude` exists for the user-binding case):**
1883
+
1884
+ | trigger | skill | mode |
1885
+ |---|---|---|
1886
+ | `stage:plan` | `perk-plan` | `nudge` |
1887
+ | `stage:objective-author` | `perk-objective-author` | `nudge` |
1888
+ | `stage:objective-plan` | `perk-objective-plan` | `nudge` |
1889
+ | `stage:implement` | `perk-implement` | `nudge` |
1890
+ | `stage:address` | `perk-address` | `nudge` |
1891
+ | `stage:learn` | `perk-learn` | `nudge` |
1892
+ | `command:objective-reconcile` | `perk-objective-reconcile` | `nudge` |
1893
+ | `command:learn-docs` | `perk-learn-docs` | `nudge` |
1894
+ | `command:pr-review` | `perk-pr-review` | `nudge` |
1895
+
1896
+ **Validation depth (shape-only, registry-free):** the loaders/validators check that
1897
+ `schema_version == 1` (else a structural load error), each binding has a non-empty `skill`, a
1898
+ `mode ∈ {nudge, transclude}`, and a `trigger` that parses as `<kind>:<id>` with a known `kind` and a
1899
+ non-empty `<id>`, and that no `trigger` repeats. They do **not** check that a `stage:`/`command:`
1900
+ target actually exists — that cross-contract, target-existence validation is **`doctor`**'s job.
1901
+
1902
+ **Resolver — `shipped-defaults ⊕ user-bindings` (Node 1.2, pure + unit-tested both planes):** a
1903
+ user **skill-binding overlay** is authored in `.pi/perk.toml` as a `[[bindings]]` array-of-tables
1904
+ (`trigger`/`skill`/`mode` strings); `.pi/perk.local.toml` overlays it with a **whole-array replace**
1905
+ (local wins — the local array supersedes the committed one entirely, never merged element-wise,
1906
+ mirroring the leaf-replace overlay for scalars). Both planes parse this into the same binding shape
1907
+ (`perk/substrate/config.py` → `Config.user_bindings`; `extension/substrate/config.ts` → `PerkConfig.bindings`) and
1908
+ resolve it against the shipped defaults through a **pure free function** —
1909
+ `perk.substrate.bindings.resolve_bindings(user_bindings, defaults=load_bindings().bindings)` /
1910
+ `extension/substrate/bindings.ts resolveBindings(userBindings, defaults=loadDefaultBindings())` — each
1911
+ returning a `ResolvedBindings { bindings, issues }`. The override is **trigger-keyed**: starting from
1912
+ the defaults (order preserved), each *applied* user binding **replaces in place** the entry with the
1913
+ same trigger or **appends** at a new trigger, so the resolved set has **unique triggers by
1914
+ construction**. A user binding is applied iff it is **shape-valid** (same shape-only checks above)
1915
+ AND its trigger was not already applied by an earlier user binding; otherwise it is dropped and its
1916
+ shape/`duplicate` `Issue` recorded in `issues` for loud-but-non-fatal surfacing. **Defaults are
1917
+ trusted** (not re-validated). The resolver remains registry-free: target-existence is still
1918
+ **`doctor`** (Node 3.1), never the resolver. No removal/disable syntax and no multi-skill-per-trigger
1919
+ co-delivery are defined yet.
1920
+
1921
+ **Cold-door delivery (Node 2.3, Python plane):** `perk/substrate/binding_delivery.py`
1922
+ (`render_cold_bindings(user_bindings, repo_root, trigger)`) renders the **full resolved** bindings
1923
+ (shipped defaults ⊕ the user overlay) whose trigger matches the launch — Node 2.3 deleted perk's
1924
+ hardcoded "Follow the … skill" strings, so the mechanism is now the **single delivery path** for
1925
+ perk's own nudges and the defaults are **no longer subtracted**. `launch_stage` appends that
1926
+ fragment to the initial prompt **only when there is one to augment** (D2): an **idle** launch (a
1927
+ stage with no `_initial_prompt` — today only `plan`) stays idle, so a binding **never synthesizes** a
1928
+ whole prompt and never auto-starts a turn; the idle stage's pointer is delivered **warm** by
1929
+ Mechanism A instead. The launch trigger is `stage:<stage.id>` by default; the `learn-docs` cold door
1930
+ (which borrows the `plan` stage) overrides it to `command:learn-docs` via `launch_stage`'s
1931
+ `binding_trigger` parameter, so it never fires `stage:plan`. `objective-reconcile` is a non-launching
1932
+ **worker** (it rewrites the objective body, no initial prompt), so `command:objective-reconcile` has
1933
+ **no cold delivery surface** — it fires only at the warm door. `nudge` renders a ``Follow the
1934
+ `<skill>` skill.`` pointer line; `transclude` inlines `.agents/skills/<skill>/SKILL.md` with its YAML
1935
+ frontmatter stripped, degrading to the nudge pointer with a **loud-but-non-fatal** warning when the
1936
+ file is absent/unreadable. Resolver `issues` and delivery `warnings` are surfaced loud-but-non-fatal
1937
+ on every launch and never block it. Target-existence remains **`doctor`** (Node 3.1).
1938
+
1939
+ **Warm-door delivery (Node 2.2/2.3, TS extension):** `extension/substrate/bindingDelivery.ts` is the in-session
1940
+ twin of the cold door. `resolvedBindings(cwd)` is the TS mirror of cold's `resolve_bindings(...)
1941
+ .bindings` — the **full resolved** overlay (defaults ⊕ user, no subtraction — Node 2.3), and
1942
+ `renderBindings(cwd, trigger)` / `bindingSuffix(cwd, trigger)` render exactly as the cold door does.
1943
+ It delivers at two **warm surfaces**: **Mechanism A** — a `before_agent_start` handler injects the
1944
+ launched **`stage:<id>`** bindings as a hidden (`display:false`) `perk:binding-context` message
1945
+ (mirroring `planMode.ts` / `objectiveAuthor.ts`). This is the delivery path for **`stage:plan`**'s
1946
+ `perk-plan` pointer (D6): a cold `perk plan` launches **idle** (no prompt to augment), so the one
1947
+ previously-ambient `plan` skill is now made **explicit** here. **Mechanism B** — `bindingSuffix` is
1948
+ appended into the guidance of **every** perk warm slash-command so each **self-delivers** its pointer
1949
+ (D5): `/address`→`stage:address`, `/learn`→`stage:learn`, `/objective-plan`→`stage:objective-plan`
1950
+ (a warm `/objective-plan` run *outside* a `stage:objective-plan` session would otherwise get none
1951
+ from Mechanism A), `/objective-reconcile`→`command:objective-reconcile`, `/learn-docs`→
1952
+ `command:learn-docs`. Delivery is the **single path** for perk's own nudges (Node 2.3 deleted the
1953
+ hardcoded strings) and **never double-delivers**.
1954
+
1955
+ The **cross-plane dedup marker is the render header itself** — `BINDING_HEADER` (TS) is pinned
1956
+ byte-for-byte to the cold `_HEADER` (Python) by a literal test in **both** planes. The cold door
1957
+ already puts `stage:<id>` bindings in a cold-launched session's **initial prompt**, and
1958
+ `before_agent_start` fires for that same session, so Mechanism A injects **iff** a launched `stage`
1959
+ exists, the resolved render is non-empty, **and** no entry on `ctx.sessionManager.getBranch()`
1960
+ already carries `BINDING_HEADER` (the cold prompt OR a prior warm inject). The injected custom and the
1961
+ cold prompt both carry the header → idempotent across turns/reloads; after compaction drops the
1962
+ original the header disappears and it **re-delivers** (its ongoing value). Mechanism B is a one-shot
1963
+ `sendUserMessage` suffix at an invocation distinct from any cold launch, so it cannot auto-double. A
1964
+ narrower-than-`planMode` `context` strip removes a **stale** `perk:binding-context` custom (stage
1965
+ changed / overlay removed) while **never** stripping a user message that carries the header (a cold
1966
+ prompt legitimately does). Resolver shape `issues` are **not** surfaced warm (the cold launch + doctor
1967
+ own them); only the delivery `warnings` are loud-but-non-fatal: Mechanism A `console.error`s them,
1968
+ and **`bindingSuffix` (Mechanism B) now `console.error`s them too** (Node 3.1) — previously it
1969
+ degraded silently. The injection-time mirror is **skill-presence only** (the trigger is fixed at
1970
+ injection): the **`nudge`** path now warns when its skill is not installed under
1971
+ `.agents/skills/<name>/SKILL.md` (mirroring the long-standing `transclude` warning), so every
1972
+ delivered binding whose skill is missing yields **exactly one** warning, in both planes — never
1973
+ silently delivered. Injection checks only user-originated skills (installed under `.agents/skills`),
1974
+ so it uses that path **only** (no self-repo fallback).
1975
+
1976
+ **Validation (`doctor`, Node 3.1):** `perk doctor` adds one rolled-up, non-fatal **`bindings`**
1977
+ check (`perk/convergence/doctor/checks.py::_bindings_check`) over the **full resolved set** (`resolve_bindings(user,
1978
+ defaults=load_bindings().bindings)`). It surfaces the resolver's dropped-user-binding `issues` plus,
1979
+ per delivered binding: **skill-presence** — the skill is installed under `.agents/skills/<name>/
1980
+ SKILL.md`, with a self-repo `skills/<name>/SKILL.md` *pre-sync safety net* fallback
1981
+ (`bindings.is_skill_installed(root, skill, *, self_repo)`, D4). perk's own `perk-*` skills are
1982
+ delivered into `.agents/skills/` by the `skills` CLI in **both** self-repo and consumer trees (the
1983
+ Pi package no longer declares `pi.skills`, so Pi never discovers the package `skills/` dir); the
1984
+ `skills/<name>` fallback covers only the window before `skills update --sync` has run — and
1985
+ **target-existence**
1986
+ — `stage:<id>` must be a `registry.load_registry().stage_ids()` member, and `command:<id>` must be in
1987
+ `DELIVERABLE_COMMAND_TARGETS = {objective-reconcile, learn-docs}` (the only command triggers perk's
1988
+ delivery layer fires; a `command:<id>` outside it never fires). Every binding finding is a **`warn`**
1989
+ (loud-but-non-fatal, D1): `perk doctor` stays exit-0 over a binding misconfiguration — the
1990
+ `bindings` check owns user-binding *config* only. The delivery **substrate** (perk's own skills
1991
+ actually reaching `.agents/skills/`) is load-bearing and owned by the fail-level
1992
+ **`skills-delivery`** check below, not by `bindings`. A `BindingsError` on the *bundled* file is a `fail`
1993
+ ("Reinstall perk"; cannot occur in a healthy install). A `RegistryError`/bad-TOML during the check
1994
+ degrades to a warn note rather than failing (the registry/config checks own those failures). The
1995
+ check is report-only — no `--fix` for bindings.
1996
+
1997
+ **Skills-delivery substrate (load-bearing; #289).** Skills delivery via the `skills` CLI is
1998
+ **load-bearing**, not best-effort: a consumer where perk's skills cannot be materialized is a
1999
+ broken environment, surfaced at `init`/`doctor` time (never first at `perk plan` via the warm
2000
+ dangling-pointer warning, which stays a last-resort signal).
2001
+
2002
+ - **`perk init` pre-flight:** before any convergence, `init` probes the five skills-CLI managed
2003
+ runtime pathspecs (`SKILLS_MANAGED_PATHSPECS` = `.agents/state.yaml`, `.agents/local.yaml`,
2004
+ `.agents/skills`, `.claude/skills`, `.agents/cache` — duplicated by value from the skills CLI's
2005
+ `internal/project/project.go`) for **tracked Git content** (`git ls-files`). Any hit
2006
+ short-circuits exit 2 (`skills_conflict`) with a migrate-then-rerun remediation; perk never
2007
+ auto-untracks (the migration is a human, per-repo task). A `GitError` during the probe degrades
2008
+ to *no* short-circuit — the fatal sync below fails loudly instead.
2009
+ - **Fatal sync:** any `skills init --cache=local` / `skills update --sync` failure (non-zero exit,
2010
+ missing CLI, OSError, timeout) is fatal — `init` returns `skills_sync_failed` (exit 2) with the
2011
+ failing command + first stderr lines in `message`, **preserving `changes`** (convergence already
2012
+ happened). After a successful sync, every `MANAGED_SKILL_NAMES` name must pass
2013
+ `bindings.is_skill_installed` — a sync that delivers nothing (e.g. an outdated `skills` CLI) is
2014
+ the same fatal failure, never a silent pass. `MANAGED_SKILL_NAMES` is the verified set:
2015
+ perk-authored skills (source `perk`) **plus** a set of required external skills. The managed
2016
+ fragment now declares **multiple sources** — perk's own (`PERK_SKILL_SOURCE`) plus the required
2017
+ external sources (`REQUIRED_SKILL_SOURCES`: `astral`, `dagster`, `mattpocock`) — promoting those
2018
+ external skills from repo-specific to managed/required.
2019
+ - **`doctor` check:** a fail-level **`skills-delivery`** check (group `skills`, evaluated under
2020
+ `verify` only — it shells git + validates external-CLI outcomes). Fail conditions, first match
2021
+ wins: (a) tracked content under the managed pathspecs (a `GitError` degrades to `warn`, no
2022
+ silent pass); (b) the perk fragment (`.agents/manifest.d/perk.yaml`) exists but
2023
+ `.agents/manifest.yaml` does not (`skills init` failed or never ran, so `skills update --sync`
2024
+ can never run); (c) any `MANAGED_SKILL_NAMES` name (perk-authored + the required external
2025
+ skills) not installed per `bindings.is_skill_installed`.
2026
+ - **`doctor --fix`:** the repair-gesture sync's failure message is carried on
2027
+ `DoctorReport.fix_errors` (rendered loudly; `fix_errors` in the `--json` report — §8.6); the
2028
+ post-fix re-verify keeps the failing `skills-delivery` check so the exit code reflects the
2029
+ still-broken state.
2030
+
2031
+ ## §8.10 · Provider selection (the supported-set registry + the `[providers]` selection)
2032
+
2033
+ The **third parsed cross-plane contract**, `shared/providers.yaml` (sibling of `registry.yaml`
2034
+ and `bindings.yaml`), is the **supported set** — the catalog of plan/todo/askuser/footer/web *providers* perk
2035
+ knows how to wire — distinct from the per-repo **selection** (a flat `[providers]` table in
2036
+ `.pi/perk.toml`, which is just a pointer into the catalog). It is bundled automatically via the
2037
+ `shared/` force-include (wheel → `perk/_shared/`, npm tarball → `shared/`) and read by both planes
2038
+ through independent readers: **`perk/substrate/providers.py`** (`load_providers` / `validate` /
2039
+ `resolve_providers`, returning `ProviderSet`/`Provider` + the shared `Issue`/`FindingSeverity` findings,
2040
+ raising `ProvidersError` only for structural failures) and **`extension/substrate/providers.ts`**
2041
+ (`loadProviders` + the pure `resolveProviders`, returning `ResolvedProviders { plan, todo, askuser, footer, web, issues }`
2042
+ with `issues` as **`string[]`** — the TS plane has no `Issue`/`FindingSeverity`). The Python plane is the
2043
+ authoritative validator. The
2044
+ design is locked in `docs/design/adapter-architecture.md` (Node 1.3), over
2045
+ `docs/design/provider-contract.md` (the seven dimensions) and `docs/design/pluggability-taxonomy.md` (the C3 behavior-preserving
2046
+ default).
2047
+
2048
+ **Provider entry shape — `{ id, seam, package, adapter, default, package_filter? }`:** `id` is the
2049
+ stable provider id (it is **not** the `cache.plan-ref` `provider` string — see the
2050
+ “`cache.plan-ref.provider` is the issue backend, not the seam id” paragraph below); `seam ∈
2051
+ {plan, todo, askuser, footer, web}`; `package` is the foreign Pi package spec added to `.pi/settings.json` `packages`
2052
+ (`null` for perk's own bundled reference provider — nothing to add; **not universal** — the `web`
2053
+ seam's reference provider `pi-web-access` carries a **non-null** `package` because perk owns no
2054
+ native web implementation, the documented exception); `adapter` is the perk-owned
2055
+ shim module bridging a foreign surface to the artifact boundary (`null` for the reference
2056
+ provider); `default` is a bool — **exactly one `true` per seam**, the behavior-preserving no-config
2057
+ pick; `package_filter` is an optional Pi object-form filter (`extensions`/`skills`/… arrays) merged
2058
+ into a foreign package's object-form `packages` entry. Because both planes read this with their
2059
+ full YAML readers, it can carry the nested `package_filter` object that the narrow-TOML config
2060
+ reader cannot.
2061
+
2062
+ **Shipped set (Node 2.1 → 3.2 + askuser):** the three reference entries `perk-plan` (seam `plan`),
2063
+ `perk-checkpoints` (seam `todo`), and `perk-ask-user` (seam `askuser`), all `package: null` /
2064
+ `adapter: null` / `default: true`, plus a **real** foreign entry per seam. `tombell-plan` (→ `npm:@tombell/pi-plan`, `adapter:
2065
+ planAdapterTombell`) is a real, selectable plan provider (Node 2.3); `juicesharp-todo`
2066
+ (→ `npm:@juicesharp/rpiv-todo`, `adapter: todoAdapterJuicesharp`) is now a real, selectable **todo**
2067
+ provider (Node 3.2) — neither is illustrative any longer. **Both seams are behavior-complete:** the
2068
+ **plan** seam (perk vacates its surface at registration time + the adapter bridges the foreign one —
2069
+ see the Node 2.3 status note in contracts-history.md §8.10) and the **todo** seam (perk's `checkpoints` **defers at runtime** under
2070
+ a foreign `[providers] todo` selection — Node 3.1 — with **no** registration-time vacating, because
2071
+ the todo seam has no command-name collision; the `todoAdapterJuicesharp` shim carries perk's
2072
+ progress discipline onto the foreign overlay — see the Node 3.2 status note in contracts-history.md §8.10). The **askuser** seam is an **interface seam** — see the askuser status
2073
+ note in [`contracts-history.md`](./contracts-history.md) §8.10. A fourth reference entry `perk-footer` (seam `footer`, `package: null` / `adapter: null` /
2074
+ `default: true`) plus **four** foreign/null footer providers — `powerline-footer` (→ `npm:pi-powerline-footer`),
2075
+ `pi-bar-footer` (→ `npm:pi-bar`), `pi-status-footer` (→ `npm:@tombell/pi-status`, #670), and
2076
+ `pi-default` (`package: null`, #670 — "install nothing / pi stock footer") — make the **footer** seam
2077
+ a **second interface seam** (vacate-only, `adapter: null`). `pi-status-footer` does **not** render
2078
+ extension statuses, so perk progress is not shown under it (accepted limitation). With these the
2079
+ footer is governed **exclusively** by `[providers] footer` — no footer outcome needs a manual
2080
+ `packages` edit. See the footer status note in contracts-history.md §8.10. A fifth reference entry `pi-web-access` (seam
2081
+ `web`, **`package: "npm:pi-web-access"`** — the first non-null-package default — / `adapter: null` /
2082
+ `default: true`) plus two **real** foreign web providers `ollama-web-search` (→ `npm:@ollama/pi-web-search`)
2083
+ and `juicesharp-web-tools` (→ `npm:@juicesharp/rpiv-web-tools`) make the **web** seam a **third interface
2084
+ seam** (vacate-only, `adapter: null`) — see the web status note in contracts-history.md §8.10. The **default** path (the reference providers) is unaffected and is the hard guarantee.
2085
+
2086
+ **`cache.plan-ref.provider` is the issue backend, not the seam id.** Despite
2087
+ `docs/design/provider-contract.md` framing the `cache.plan-ref` `provider` field as the plan
2088
+ provider id, today it is the **issue backend** (`"github"`) — `perk/run/launch/prompts.py` branches on
2089
+ `provider == "github"`. The stamp sites (`plan_save_cmd.py` / `resume.py`'s
2090
+ `reconstruct_plan_ref` callers) no longer hardcode the `"github"` literal: the field is stamped
2091
+ from the **resolved issue backend's `backend_id`** (§8.21) — still the issue backend, still ≠
2092
+ the seam id. That "id == provider field" equivalence is aspirational; Node 2.2 does **not**
2093
+ restamp it (restamping would break `launch`'s backend branching). `cache.plan-ref` is
2094
+ untouched by the plan-seam deferral.
2095
+
2096
+ **Validation depth (shape-only, repo-free):** the loaders/validators check that
2097
+ `schema_version == 1` (else a structural load error), each provider has a non-empty unique `id`, a
2098
+ `seam ∈ {plan, todo, askuser, footer, web}`, and that **exactly one `default: true`** exists per seam. They do **not**
2099
+ check that any repo *selection* names a real provider — that cross-file validation is **`doctor`**'s
2100
+ job (mirroring how bindings target-existence lives in doctor, not the loaders).
2101
+
2102
+ **The `[providers]` selection — flat string table in `.pi/perk.toml`:** a per-repo selection with
2103
+ one key per seam (`plan` / `todo` / `askuser` / `footer` / `web`), values are **bare provider-id strings** (the TS narrow-TOML
2104
+ reader `parseTomlSubset` reads string values only; richer structure lives in `providers.yaml`).
2105
+ Both planes parse it raw (`perk/substrate/config.py` → `Config.providers`; `extension/substrate/config.ts` →
2106
+ `PerkConfig.providers`); resolution against the supported set is `init`/`doctor` in Python and the
2107
+ `extension/substrate/providers.ts` `resolveProviders` resolver in TS (added Node 2.2, consumed by `planMode`). An **absent table or absent key → the seam's
2108
+ `default: true` provider** (zero behavior change, the no-config default). `perk.local.toml` overlay
2109
+ wins (standard local-override precedence). The pure resolver
2110
+ `perk.substrate.providers.resolve_providers(selection, providers)` returns `ResolvedProviders { plan, todo,
2111
+ askuser, footer, web, issues }`: an absent key falls back to the default **silently**; an unknown id or a seam mismatch
2112
+ falls back to the default and records a **loud-but-non-fatal** `Issue`.
2113
+
2114
+ **`perk init` two-directional settings wiring:** provider wiring composes on top of the static
2115
+ `_desired_packages` (perk + `BORROWED_PACKAGES`: `npm:@tombell/pi-diff`,
2116
+ `npm:pi-subagents`) layer within the same `_converge_settings` body — `npm:pi-web-access` is **no
2117
+ longer borrowed** (#529): it is the `web` seam's `default: true` provider, converged via the
2118
+ provider path (see the web status note in contracts-history.md §8.10), so a default repo still installs it but deselecting `web`
2119
+ removes it like any provider package —
2120
+ so it stays inside the `settings-wiring` `ManagedConvergence` (one desired-state SSOT — `doctor`
2121
+ dry-runs/fixes it for free). The **whole supported set** gives the *provider-managed identity set*
2122
+ (every non-null `package`'s npm/git identity) — the discriminator separating provider packages from
2123
+ borrowed and user-hand-added packages. The resolved selection gives the *desired foreign packages*.
2124
+ Unlike today's append-only convergence, provider wiring is **two-directional**: it **removes** any
2125
+ existing `packages` entry whose identity is provider-managed but **not** desired (a deselect), and
2126
+ **adds** each desired foreign package in **object form** (`{ "source": <spec>, **package_filter }`,
2127
+ omitting the filter keys when absent). Entries outside the managed set (perk's own, borrowed, user)
2128
+ are never touched. **perk's own package is never filtered, never object-form** (Invariant 2: perk
2129
+ defers at runtime, it is not filtered). **Resolved ambiguity (Node 1.3 step 4):** any `packages`
2130
+ entry whose identity matches a provider's `package` is treated as **provider-managed** (removable
2131
+ when deselected); hand-adding a provider's package *without* selecting it is unsupported — a user
2132
+ who wants that package selects the provider via `[providers]`. The retired `@tombell/pi-plan` /
2133
+ `@juicesharp/rpiv-todo` re-enter `packages` **only** when a selection names them.
2134
+
2135
+ **Validation (`doctor`):** `perk doctor` adds one **`providers`** check (`perk/convergence/doctor/checks.py::
2136
+ _providers_check`). A `ProvidersError` on the *bundled* file is a `fail` (cannot occur in a healthy
2137
+ install; "Reinstall perk"); an `ERROR` shape `Issue` on the bundled file is a `fail`. The repo
2138
+ selection is resolved against the supported set and any resolver `issue` (unknown id / seam
2139
+ mismatch) is a single **`warn`** (loud-but-non-fatal — `perk doctor` stays exit-0 over a selection
2140
+ typo), remediation pointing at `.pi/perk.toml [providers]` / `perk init`. There is **no** separate
2141
+ package-wired / orphan check — that drift is owned by the `settings-wiring` managed convergence
2142
+ (which `doctor` already dry-runs); `_providers_check` owns only what convergence cannot repair (an
2143
+ invalid bundled file, a selection naming a non-existent / wrong-seam provider).
2144
+
2145
+ **`[compaction]` → `settings.json` `compaction` convergence (init-owned, #206):** a `[compaction]`
2146
+ table in `.pi/perk.toml` tunes pi's **interactive** global auto-compaction for `perk <stage>`
2147
+ sessions by converging into the committed `.pi/settings.json` `compaction` object (pi reads that
2148
+ natively at session boot). It is **Python-plane-only** — the extension never reads it (pi consumes
2149
+ `settings.json` itself), so `extension/substrate/config.ts` is untouched. Three snake_case keys map to pi's
2150
+ camelCase `settings.json` keys: `enabled`→`enabled`, `reserve_tokens`→`reserveTokens`,
2151
+ `keep_recent_tokens`→`keepRecentTokens`. Validation is LBYL silent-omit (mirrors `[providers]`):
2152
+ `enabled` kept only if a real `bool`; the token keys kept only if `int` (not `bool`) and `> 0`;
2153
+ ill-typed/absent keys are dropped (pi fills defaults). The convergence composes inside
2154
+ `_converge_settings` (`perk/substrate/config.py::parse_compaction_table` + `load_committed_compaction`,
2155
+ `perk/convergence/init/settings.py::_converge_compaction`), so it stays in the `settings-wiring` `ManagedConvergence` —
2156
+ `doctor` dry-runs/fixes it for free, **no** new check. **Committed-only read** (the deliberate
2157
+ divergence from `[providers]`' overlaid `load_config` read): `[compaction]` is read from committed
2158
+ `.pi/perk.toml` **only**, never the `perk.local.toml` overlay, so the committed `settings.json`
2159
+ stays a deterministic function of committed config (no stray per-user git diff). Per-user overrides
2160
+ belong in pi's native global `~/.pi/agent/settings.json` (pi merges it under project settings).
2161
+ **Write semantics are non-destructive write-when-present / leave-when-absent:** when `[compaction]`
2162
+ is present, its mapped keys merge over any existing `settings.json` `compaction` dict (perk keys
2163
+ win; unrelated hand-added keys survive; unspecified keys are left to pi's defaults); when
2164
+ **absent**, `settings.json` is left untouched (perk cannot prove ownership of a bare `compaction`
2165
+ key, so removal is unsafe — removing `[compaction]` from `perk.toml` leaves a stale block to clean
2166
+ up by hand). A malformed-TOML error defers to the config check (treated as empty here, mirroring
2167
+ `_converge_provider_packages`). perk's headless worker (`compaction: { enabled: false }`) and the
2168
+ objective threshold compaction (`[objective] compact_threshold`) are orthogonal and unaffected.
2169
+
2170
+ > **Interactive save discipline (as of Node 2.5 the present + `/plan-save` flow is
2171
+ > FALLBACK-ONLY on every interactive path — perk-plan included):** the prior
2172
+ > `PLAN_AUTHORING_CONTEXT` ending ("disable plan mode (/plan off), then call the plan_save
2173
+ > tool") was structurally broken — `/plan` is a user command the model cannot run, and the
2174
+ > `plan_save` tool is excluded from `READ_ONLY_TOOLS` (hidden while the gate is on). The
2175
+ > review-first discipline, now spoken by `PLAN_AUTHORING_CONTEXT`,
2176
+ > `PLAN_ADAPTER_PLANNOTATOR_CONTEXT`, `OBJECTIVE_AUTHORING_CONTEXT`, the objective-plan factory
2177
+ > guidance on both planes (warm `factoryGuidance` / cold `_seed_prompt` — #352 Node 3.1),
2178
+ > `skills/perk-plan/SKILL.md`, `skills/perk-objective-author/SKILL.md`, and
2179
+ > `skills/perk-objective-plan/SKILL.md` (#352 Node 3.2): keep the working draft
2180
+ > current with `plan_draft`, call `plan_review` when decision-complete, and an approval
2181
+ > **auto-saves** via `approvalSave`. Only when `plan_review` reports **skipped or unavailable**
2182
+ > (headless, dismissed, no surface) does the model **present the complete plan as its final
2183
+ > message and never attempt to save**; the **human** runs `/plan-save` (its
2184
+ > `extractPlanMarkdown` scrape is reliable by construction — the final message is the clean
2185
+ > plan; as of Node 2.2 `/plan-save` prefers the validated plan-draft artifact when one exists,
2186
+ > and the scrape is the demoted universal fallback). `PLAN_ADAPTER_TOMBELL_CONTEXT` (Node 2.6)
2187
+ > now joins `PLAN_AUTHORING_CONTEXT` / `PLAN_ADAPTER_PLANNOTATOR_CONTEXT` in the review-first
2188
+ > list; the present + `/plan-save` (artifact-preferred, scrape-fallback) flow remains its
2189
+ > explicit **fail-open** arm — including when `@tombell/pi-plan`'s own interactive `/plan`
2190
+ > `setActiveTools` restriction hides `plan_draft`/`plan_review` from the tool set.
2191
+ > `savePlan()` / the `plan_save` tool / `/plan-save` are **untouched**. The orchestrated
2192
+ > **factory flows** that still instruct an autonomous `plan_save` tool call narrow to
2193
+ > **learn-docs and replan**; **objective-plan** is review-first as of #352 Node 3.1 — the
2194
+ > approval-driven save recovers the node link from the `objective_node_claim` carrier, with
2195
+ > `plan_save`-with-both-ids demoted to the manual failsafe.
2196
+
2197
+ ## §8.11 · The headless stage-drive worker contract (Node 1.2)
2198
+
2199
+ The **stage-drive primitive** (`extension/worker/worker.ts` `driveStage`) drives ONE read-write stage
2200
+ (`implement`/`address`) end-to-end on an **already-prepared** worktree, in-process via the SDK
2201
+ runtime factory, running the **same** `@mgiles/perk` extension package. It is the substrate Node 1.3
2202
+ (the structured event stream) and Node 4.1 (the e2e harness) consume. This section locks the
2203
+ worker's inputs, determinism invariants, terminal-signal definition, and outcome shape (the full
2204
+ audit is `docs/design/headless-worker.md`, Node 1.1). The worker makes **no GitHub mutation of its
2205
+ own** — the stage's own tools (`submit`, `resolve_review_threads`) delegate to the Python gateway
2206
+ exactly as in a warm session (§8.4).
2207
+
2208
+ ### Inputs (the prepared-worktree contract)
2209
+
2210
+ | input | shape | source |
2211
+ |---|---|---|
2212
+ | `worktree` | absolute path, already positioned | the cold-door/runner positioning (`perk/run/launch/__init__.py`), **not** the worker (Gap 7) |
2213
+ | `stage` | `"implement" \| "address"` | the only `doors.cold_remote: true` read-write stages (`shared/registry.yaml`) |
2214
+ | `run_id` | ULID, present as `PERK_RUN_ID` in env | minted by positioning; the worker **inherits** it and never re-mints |
2215
+ | handoff / plan-ref / plan-body | files under `<worktree>/.pi/workflow/` | materialized by positioning; the worker does not re-write them |
2216
+ | `initialPrompt` | string | re-derived by `initialPromptFor(stage, planRef)` — the TS twin of `perk/run/launch/prompts.py._implement_prompt`/`_address_prompt` (parity asserted reciprocally in `extension/worker/worker.test.ts` + `tests/test_worker_prompt_parity.py`); the resolved skill-binding suffix is delivered by the cold door and is **deferred to Phase 2** |
2217
+ | `model` + `auth` | `Model` + `AuthStorage`/`ModelRegistry` | explicit worker input, else env-var key resolution (`ANTHROPIC_API_KEY` etc., Gap 5); **no model ⇒ a fail-soft `failed`/`no_model` outcome, never a throw** |
2218
+ | `budget` | `{ maxTurns, maxTokens, wallClockMs }` | worker input; the watchdog that drives abort (Gap 2) |
2219
+ | `signal` | `AbortSignal` | external cancellation; OR'd with the budget watchdog |
2220
+
2221
+ ### Determinism invariants (fixed by the worker; not caller-tunable)
2222
+
2223
+ - **`cwd = worktree`, `agentDir = throwaway temp dir`** (Gap 4): the project tier loads (perk's
2224
+ `@mgiles/perk` via the managed `.pi/settings.json`, the managed `AGENTS.md`/`APPEND_SYSTEM.md`); the
2225
+ user-global tier (extensions/settings/skills/models/auth) is locked out. The
2226
+ `createAgentSessionServices` factory builds the `DefaultResourceLoader` internally from
2227
+ `cwd`/`agentDir` — the runtime path does **not** take a pre-built loader (recipe correction #1).
2228
+ - **Compaction-off + retry-off** via `SettingsManager.inMemory({ compaction:{enabled:false},
2229
+ retry:{enabled:false} })` (Gap 3) **AND** the **no-active-objective invariant**: positioning never
2230
+ writes an `active_objective`, so `objective.ts`'s `turn_end` `ctx.compact` is inert. Together
2231
+ these kill both SDK auto-compaction and perk's threshold compaction. The worker must **never**
2232
+ call `/objective`/`objective_save` in the driven session.
2233
+ - **`ctx.hasUI === false`** (Gap 6): the session binds with `{ uiContext: undefined, mode: "json" }`,
2234
+ so every perk UI surface takes its headless `console.error` fallback.
2235
+ - **Rebind defensiveness** (Gap 1): the worker is built on `createAgentSessionRuntime` (the
2236
+ services/from-services factory), and a `bindAndSubscribe`/`rebind` helper re-binds the extension
2237
+ and re-attaches the terminal/budget listener after any runtime replacement — but `bindExtensions`
2238
+ is **still called explicitly** at startup (the factory only *loads* extensions; binding emits
2239
+ `session_start` and runs perk's claim path). A mid-drive replacement is **not expected** on the
2240
+ happy path (the prompt instructs `/submit`, never `/implement`; `lifecycleGates.newSession` is
2241
+ `hasUI`-guarded; objective compaction is inert) — so an observed replacement is a **loud
2242
+ structured-log error** before the listener is kept alive.
2243
+
2244
+ ### Terminal-signal definition
2245
+
2246
+ The drive terminates on the **first** of:
2247
+
2248
+ 1. **Terminating-tool success** (the primary signal), observed via the `tool_execution_end`
2249
+ `result.details` captured by the subscribe listener: for `implement`, a successful `submit`
2250
+ carrying a `pr` **AND `mergeable !== false`** (#556 — a definitively-unmergeable PR with
2251
+ unresolved merge conflicts is NOT complete; `mergeable: true`/`null`/absent all allow completion,
2252
+ fail-open) → `completed`/`submit_tool`; for `address`, `resolve_review_threads` ok **and**
2253
+ `perk:workflow-state.last_review_batch` appended → `completed`/`address_resolved`. The resolver
2254
+ re-drive (§8.3) runs as follow-up turns inside the same `prompt()` drive; the final clean
2255
+ re-`submit` overwrites the captured details with `mergeable: true`, so natural-idle then passes.
2256
+ 2. **Driving `prompt()` resolved (agent idle), verified against the success predicate.** Idle is
2257
+ **not** itself success — if the predicate does not hold, → `failed`/`agent_idle_incomplete`.
2258
+ 3. **Budget / timeout / external abort** → `session.abort()` (hard; propagates into the in-flight
2259
+ `ctx.signal`-aware shelled tools `submit`/`resolve_review_threads`/`run_ci`): the watchdog →
2260
+ `budget_exhausted`/`budget`; the external `signal` → `aborted`/`external_abort`.
2261
+ 4. **Post-acceptance model error** (with retry off, an assistant `message_end` with
2262
+ `stopReason:"error"`) → `failed`/`model_error`.
2263
+
2264
+ ### Outcome shape (frozen; **additive-stable** — 1.3 may add fields, existing fields keep meaning)
2265
+
2266
+ ```jsonc
2267
+ {
2268
+ "run_id": "<ULID>",
2269
+ "stage": "implement" | "address",
2270
+ "status": "completed" | "failed" | "aborted" | "budget_exhausted",
2271
+ "terminal_signal": "submit_tool" | "address_resolved" | "agent_idle_incomplete"
2272
+ | "budget" | "external_abort" | "model_error",
2273
+ "pr": { "number": 0, "url": "" } | null, // populated on a completed implement; from SubmitDetails.pr
2274
+ "budget": { "turns": 0, "tokens": 0, "elapsed_ms": 0 },
2275
+ "error": { "type": "string", "message": "string", "summary": "string" } | null
2276
+ }
2277
+ ```
2278
+
2279
+ `error.summary` is a short, model-free synthesis capped via the `route-don't-relay`/double-delivery
2280
+ discipline (`capForModel`); the PR is extracted **directly from the captured terminal tool event**,
2281
+ not a new Python `find-pr-for-branch` JSON command. Node 1.3 surfaces this outcome as the run-event
2282
+ stream's terminal `run_finished` event (§8.12) — the same frozen object, carried in the structured
2283
+ channel.
2284
+
2285
+ > **Open dependency (carried risk).** The `address` drive's seeded prompt instructs the model to
2286
+ > spawn `perk.review-classifier` via the borrowed `pi-subagents` `subagent` tool. The worker's
2287
+ > address prompt now also injects the configured classifier model when `[subagents]
2288
+ > review-classifier` is set in the worktree's `.pi/perk.toml` (#196), as a per-call inline `model`
2289
+ > override byte-identical to `_address_prompt`'s parity twin. The **subagent-under-worker live
2290
+ > smoke** stays the open-#6 dependency (§8.3, T6) **deferred to the Phase-3 `doctor workflow`**;
2291
+ > Node 1.2 does not prove it.
2292
+
2293
+ ## §8.12 · The structured run-event stream (Node 1.3)
2294
+
2295
+ The headless stage-drive worker (§8.11) emits a **structured run-event stream** while it drives one
2296
+ `implement`/`address` stage to terminal. The stream is the *substrate* Node 2.3 (GitHub
2297
+ progress/terminal reporting) and Node 4.1 (the e2e worker harness) consume: it carries full ordered
2298
+ run detail in a **structured channel**, while the surfaced `RunOutcome` (§8.11) stays bounded — the
2299
+ `route-don't-relay`/double-delivery discipline. This node is **purely additive** to §8.11: the
2300
+ `RunOutcome` shape is unchanged, and every surface is opt-in/fail-soft.
2301
+
2302
+ ### The `RunEvent` union (additive-stable; keyed on `kind`)
2303
+
2304
+ A small, JSON-serializable, **additive-stable** discriminated union. Every event carries a monotonic
2305
+ `seq` (0-based, +1 per emit) and `t` (elapsed ms from the drive's injected clock — the SAME basis as
2306
+ `RunOutcome.budget.elapsed_ms`). Future nodes may add variants/fields; existing ones keep meaning.
2307
+
2308
+ ```jsonc
2309
+ { "kind": "run_started", "seq": 0, "t": 0, "run_id": "<ULID>", "stage": "implement" | "address" }
2310
+ { "kind": "step_marker", "seq": 1, "t": 0, "marker": "wip" | "done", "step": 1 }
2311
+ { "kind": "tool_outcome", "seq": 2, "t": 0, "tool": "submit", "ok": true, "summary": null }
2312
+ { "kind": "run_finished", "seq": 3, "t": 0, "outcome": { /* the frozen §8.11 RunOutcome */ } }
2313
+ ```
2314
+
2315
+ - **`run_started`** — emitted once at drive start (after a successful bind, before `session.prompt`).
2316
+ - **`step_marker`** — one per `[WIP:n]`/`[DONE:n]` in an assistant turn's text, in **textual
2317
+ appearance order** (`turn_end` fires once per turn, so each turn's markers emit exactly once).
2318
+ - **`tool_outcome`** — one per `tool_execution_end`. `ok` = `details.ok === true` when the result
2319
+ carries a `details.ok` boolean, else `!isError`. `summary` is `null` on success and, on failure, a
2320
+ **capped** synthesis (`capForModel(message, EVENT_SUMMARY_CAP=2KiB).shown`) — never the raw result.
2321
+ - **`run_finished`** — emitted **exactly once** at every terminal exit (natural-idle/verdict,
2322
+ budget/abort, drive-error catch, AND the `no_model` early return), carrying the full frozen
2323
+ `RunOutcome` (terminal status + `error.summary` = the terminal failure summary). The stream's
2324
+ "terminal status" event. A zero-turn run still emits a `run_started` + `run_finished` pair.
2325
+
2326
+ ### Dual delivery (the injectable sink seam)
2327
+
2328
+ `RunEventSink = (event: RunEvent) => void`, injectable via `DriveStageDeps.eventSink`. This satisfies
2329
+ both consumers: Node 4.1 asserts events in-process via an injected array sink; Node 2.3 reads the
2330
+ durable file out-of-process.
2331
+
2332
+ - **Default sink** (when `eventSink` is absent) = a run-scoped NDJSON **file** sink built from
2333
+ `opts.worktree` + the resolved `run_id` (`env.PERK_RUN_ID`, the same source `assembleOutcome`
2334
+ uses). It appends one JSON object + `\n` per event to `runEventsPath(cwd, runId)` =
2335
+ `<cwd>/.pi/workflow/scratch/runs/<runId>/events.ndjson` — a **cache-tier** artifact (the
2336
+ `.pi/workflow/scratch/` tree is gitignored), co-located with the run's read-only-child scratch.
2337
+ - **No-op when `run_id` is empty** — keeps the offline drive tests (which set no `PERK_RUN_ID`)
2338
+ write-free; `workerMain` always has `PERK_RUN_ID`, so a real run always writes the file.
2339
+ - **Fail-soft** — each append (and the emitter's `sink(...)` call) is try/caught and swallowed with a
2340
+ structured-log line; a broken/throwing sink never aborts or fails the drive.
2341
+
2342
+ ### Cap (route-don't-relay)
2343
+
2344
+ The structured channel carries the *narrative* (which tools ran + ok/fail, step progress, terminal
2345
+ outcome), **not** raw tool payloads (those already live in the session transcript). Per-event free
2346
+ text is capped at `EVENT_SUMMARY_CAP = 2 KiB`. The surfaced `RunOutcome` is unchanged and already
2347
+ bounded. The worker only *writes* the structured channel — **no GitHub mutation** here; surfacing it
2348
+ as PR comments/checks from the runner is Node 2.3 (Phase 2).
2349
+
2350
+ ---
2351
+
2352
+ ## §8.13 · Remote dispatch: the `Runner` contract + the dispatch record (Node 2.1)
2353
+
2354
+ A `--remote` launch of a drivable stage (`implement`/`address`, the `doors.cold_remote:true`
2355
+ stages) is a **real drive** (it was `remote_not_driven` through P2.T8c). The Python plane mints a
2356
+ perk `run_id`, **persists the `run_id → plan` linkage**, reads it back to verify, then **triggers**
2357
+ a runner that is discovered + matched back to the `run_id`. This node builds the dispatch driver
2358
+ (`perk/run/launch/remote.py` `_drive_remote_target`) + the runner library (`perk/run/runner.py`); the GitHub
2359
+ Actions workflow YAML it triggers is **Node 2.2** (named below, built there).
2360
+
2361
+ ### The `Runner` contract (`perk/run/runner.py`)
2362
+
2363
+ A runner-agnostic `typing.Protocol`. GitHub Actions is the first (and currently only)
2364
+ implementation; `select_runner(ref)` returns a `GitHubActionsRunner(ref)` for any ref today (the
2365
+ "keep future runners open" seam — the ref is recorded but not yet mapped to a runner *kind*).
2366
+
2367
+ ```python
2368
+ class Runner(Protocol):
2369
+ kind: str
2370
+ def dispatch(self, *, stage, plan_ref, run_id, base, repo_root) -> RunHandle: ...
2371
+ def observe(self, handle: RunHandle, *, repo_root) -> RunObservation: ...
2372
+ def cancel(self, handle: RunHandle, *, repo_root) -> None: ...
2373
+ def retry(self, handle: RunHandle, *, failed_only, repo_root) -> None: ...
2374
+ ```
2375
+
2376
+ - **`dispatch`** triggers the run and returns the **verified** handle (verified = the runner-side
2377
+ run was discovered and matched to `run_id`); it raises `RunnerError` on a trigger/discovery
2378
+ failure.
2379
+ - **`observe`/`cancel`/`retry`** operate on a previously-returned `RunHandle`. They are implemented (not
2380
+ stubbed) so the contract is validated end-to-end and the supervisor nodes (3.1/3.2) consume
2381
+ settled shapes — but the **supervisor command surfaces** (`perk workflow run list/cancel/retry`,
2382
+ tables, correlation) are those later nodes' work, not this one (`list` is §8.17;
2383
+ `cancel`/`retry` are §8.18). `retry` re-runs the existing run (same `run_ref`); `failed_only`
2384
+ re-runs only the failed jobs. `GitHubActionsRunner.retry` shells `github.rerun_workflow_run`
2385
+ (`gh run rerun [--failed]`), wrapping `github.GitHubError` as `RunnerError` exactly as `cancel`.
2386
+
2387
+ The value types (all frozen dataclasses, JSON-stable via `to_data`/`from_data`):
2388
+
2389
+ - **`RunHandle`** — `runner` (the routed ref, `""` ⇒ default), `kind` (`"github-actions"`),
2390
+ `run_ref` (the runner-native run id — GitHub Actions' numeric id as a string), `url`. Stored
2391
+ inside the dispatch record. **Do not conflate** `run_ref` with the perk `run_id`: the perk
2392
+ `run_id` is the canonical, runner-agnostic correlation key; `run_ref` is the runner-side handle.
2393
+ - **`RunObservation`** — `status` (`"queued"|"in_progress"|"completed"|"unknown"`), `conclusion`
2394
+ (`"success"|"failure"|"cancelled"|…|None`), `url`.
2395
+ - **`DispatchRecord`** — the durable linkage (below).
2396
+
2397
+ ### The dispatch record (the supervisor's correlation source)
2398
+
2399
+ `DispatchRecord` is persisted at **`.pi/workflow/scratch/runs/<run_id>/dispatch.json`** (the run's
2400
+ scratch dir — `perk init` already creates `scratch/runs/` and `.gitignore` already excludes
2401
+ `/.pi/workflow/scratch/`, so no layout/gitignore change). Shape:
2402
+
2403
+ ```jsonc
2404
+ { "run_id": "<ULID>", // perk's canonical correlation key (authoritative on write)
2405
+ "stage": "implement",
2406
+ "plan_ref": { /* the cache.plan-ref blob */ },
2407
+ "runner": "", // the routed runner ref ("" => default)
2408
+ "kind": "github-actions",
2409
+ "status": "dispatching" | "dispatched" | "failed",
2410
+ "dispatched_at": "<ISO-8601 UTC>",
2411
+ "run_handle": { /* RunHandle.to_data() */ } | null,
2412
+ "error": "<string>" | null }
2413
+ ```
2414
+
2415
+ The supervisor (Node 3.1) enumerates `scratch/runs/*/dispatch.json` to correlate
2416
+ `run_id ↔ plan ↔ PR` (the `perk workflow run list` read surface, §8.17); that enumeration is its
2417
+ work, not this node's. A **failed** record is kept
2418
+ (not deleted) for that visibility — until the §8.1 age rule reclaims it. GC of dispatch records
2419
+ rides the existing `.pi/workflow/` GC story (§8.1): records live *inside* `scratch/runs/<run_id>/`
2420
+ and so are pruned wholesale with the run dir by `perk state prune` / the `cache-gc` check.
2421
+
2422
+ ### Persist-then-trigger + read-back-verify (the establish-before-consume gate)
2423
+
2424
+ `_drive_remote_target` ordering (the establish-before-consume discipline, cross-referencing §8.2):
2425
+
2426
+ 1. Resolve the plan from `cache.plan-ref`; **no plan ⇒** `UserFacingCliError(no_plan_ref)` (a
2427
+ remote drive must not invent a plan).
2428
+ 2. Mint `run_id` (a cold dispatch is a cold launch ⇒ mints).
2429
+ 3. Resolve `base` = the default branch (best-effort; loud fallback to `"main"` on failure — never
2430
+ silent).
2431
+ 4. **`--dry-run` ⇒ a side-effect-free dispatch preview** (`success:true`, `dry_run:true`, an
2432
+ `inputs` preview; **no** persist, **no** trigger) — mirroring the local dry-run.
2433
+ 5. **Persist** the `DispatchRecord` (`status:"dispatching"`) via `cache.write_dispatch`, then
2434
+ **read it back** and assert `run_id` + `plan_ref.pr_id` round-tripped; a mismatch raises a
2435
+ **hard** `UserFacingCliError(dispatch_state_unverified)` (never a silent `pass`).
2436
+ 6. **Trigger** via the selected runner's `dispatch`. On `RunnerError`/`GitHubError`: rewrite the
2437
+ record `status:"failed"` + `error`, then raise `UserFacingCliError(dispatch_failed)`.
2438
+ 7. **Finalize** the record `status:"dispatched"` + `run_handle` (read-back is best-effort here —
2439
+ the critical verified linkage is step 5's). Surface a human line + a `--json`
2440
+ `{success, stage, run_id, runner, run_handle}` payload. Exit 0.
2441
+
2442
+ The **error types**: `remote_not_driven` is **retired**; the new types are `no_plan_ref`,
2443
+ `dispatch_state_unverified`, `dispatch_failed`.
2444
+
2445
+ ### The `workflow_dispatch` input contract (the Node 2.2 dependency)
2446
+
2447
+ `GitHubActionsRunner.dispatch` triggers a `workflow_dispatch` and then **verifies** the run by
2448
+ polling `repos/{owner}/{repo}/actions/workflows/<workflow>/runs` and matching the run whose
2449
+ `display_title`/`name` **contains the perk `run_id`** (exponential backoff `min(2**attempt, 8)`,
2450
+ `max_attempts=11`; a matched `skipped`/`cancelled` run or exhaustion ⇒ `GitHubError`). So Node 2.2
2451
+ **must** ship:
2452
+
2453
+ - a workflow file named **`perk-run.yml`** (`runner.GITHUB_ACTIONS_WORKFLOW`);
2454
+ - typed `workflow_dispatch` inputs **`run_id`, `stage`, `plan`, `base`**;
2455
+ - a `run-name` that **embeds `${{ inputs.run_id }}`** so the dispatcher can verify-by-discovery
2456
+ (the perk `run_id` unifies erk's separate `distinct_id`);
2457
+ - a per-plan `concurrency` group is recommended (mirroring erk's `implement-plan-${{ … }}`).
2458
+
2459
+ Until 2.2 lands, a real `--remote` dispatch surfaces a clean `gh`-sourced "workflow not found"
2460
+ `dispatch_failed` (an honest failure, not a crash). The CI-side positioning (the worktree/handoff
2461
+ the worker consumes) is also Node 2.2's workflow; this node positions **nothing** locally.
2462
+
2463
+ ## §8.14 · The GitHub Actions runner artifact + the CI worker entrypoint (Node 2.2)
2464
+
2465
+ The runner side of §8.13's cold remote door: the **managed** GitHub Actions workflow the dispatcher
2466
+ triggers, plus the `perk run-worker` positioning entrypoint that workflow invokes. Both are built in
2467
+ this node; §8.13's "until 2.2 lands" caveat is reconciled by it.
2468
+
2469
+ ### The managed artifact (`perk/run/workflow_artifacts.py`)
2470
+
2471
+ Two perk-owned files, **managed by `perk init` and repaired by `perk doctor --fix`** (a
2472
+ `ManagedConvergence` in `init.managed_convergences()`, covering the `runner-workflow` capability —
2473
+ so `init` writes them and `doctor` verifies/repairs them through the one shared SSOT):
2474
+
2475
+ - **`.github/workflows/perk-run.yml`** — the runner workflow. It honors §8.13's `workflow_dispatch`
2476
+ input contract: a `run-name` embedding **`${{ inputs.run_id }}`** (verify-by-discovery); typed
2477
+ inputs **`run_id`, `stage`, `plan`, `base`** (`base` is `required: true` with no default — the
2478
+ dispatcher always sends it); a per-plan `concurrency` group `perk-run-${{ inputs.plan }}`. An
2479
+ additive **`smoke`** input (`required: false`, `default: "false"`, `type: string`) drives the
2480
+ doctor smoke short-circuit (§8.19): when `smoke == 'true'` the `drive` job runs only `Validate
2481
+ required secrets` + a `Smoke check` echo step and exits **success** — every subsequent step
2482
+ (`actions/checkout`, the composite setup `uses:`, `Check out the plan branch`, `Drive the stage
2483
+ headlessly`) carries `if: inputs.smoke != 'true'`, so a smoke run does no plan checkout, no setup,
2484
+ no worker drive, and spends no model budget. Real dispatches omit `smoke` and inherit the
2485
+ `"false"` default (backward-compatible). The
2486
+ `drive` job validates required secrets — it fails fast when `PERK_GH_PAT` is missing **and** when
2487
+ **both** `ANTHROPIC_API_KEY` and `OPENAI_API_KEY` are empty (pre-empting the worker's late
2488
+ `no_model`) — checks out the plan branch (`plan-<plan>`), runs the composite setup, then `perk
2489
+ run-worker`. An opt-out repo variable `PERK_ENABLED=false` disables the job without removing the
2490
+ file. **Auth model:** checkout + push use the `PERK_GH_PAT` PAT, **not** `github.token` — a
2491
+ PAT-pushed commit triggers downstream CI (the implement drive commits + `submit` pushes);
2492
+ `GITHUB_TOKEN`-pushed commits do not. This is a stated decision Node 2.4 inherited (the
2493
+ `runner-workflow-permissions` check is advisory `info` because of this PAT-push model — §8.16).
2494
+ - **`.github/actions/perk-remote-setup/action.yml`** — the composite setup action: the two pinned
2495
+ toolchains (uv + Node 22), then perk (the exterior CLI — `--from . perk` for the self-repo,
2496
+ an exact-version-pinned PyPI install `uv tool install perk=={__version__}` for a consumer,
2497
+ baked in at `perk init` time so the runner reproduces the wiring perk version), pi (the interior the
2498
+ worker drives), the Node worker's peer deps, and a final **git-identity** step (`perk[bot]`,
2499
+ `--global`) so the worker's commits succeed on a fresh runner. The worker-deps step is repo-kind
2500
+ aware: **self** uses `npm ci` (the self-repo has the `package.json`/lockfile/devDeps the worker
2501
+ resolves); **consumer** installs the pinned `@mgiles/perk`
2502
+ (`npm install @mgiles/perk@{__version__} --prefix .pi/npm --legacy-peer-deps`, baked in at `perk init`
2503
+ time so the runner reproduces the wiring perk version) — landing `@mgiles/perk` *and its runtime deps*
2504
+ under `.pi/npm/node_modules/`, so the `consumer-npm` worker entry and its peer imports resolve.
2505
+
2506
+ Full-file managed (like the settings/gitignore/AGENTS blocks): a hand-edited file reads as drift and
2507
+ is converged back to the template. The templates are authored as code (string constants), not
2508
+ packaged data, so there is no wheel-data surface to guard.
2509
+
2510
+ ### `perk run-worker` (the CI positioning + drive entrypoint, `perk/run/run_worker.py`)
2511
+
2512
+ `perk run-worker --run-id --stage --plan [--base]` is the runner's positioning job (Gap 7), invoked
2513
+ by the workflow **after** it checks out the plan branch (so cwd = the checkout = the worktree):
2514
+
2515
+ 1. Resolve a remotely-drivable stage (a `doors.cold_remote: true` stage) from the registry; else
2516
+ `UserFacingCliError(stage_not_drivable)`.
2517
+ 2. Reconstruct the `cache.plan-ref` from the plan's GitHub state (`github.get_plan` +
2518
+ `resume.reconstruct_plan_ref`); a missing plan ⇒ `plan_not_found`.
2519
+ 3. **Position** the worktree (mirroring `launch.launch_stage`): `cache.ensure_layout`,
2520
+ `write_handoff({stage, mode})`, `write_plan_ref`, then materialize the plan body. The worker
2521
+ inherits the prepared worktree and never re-writes it (the §B inputs table).
2522
+ 4. Resolve the Node worker entrypoint — `PERK_WORKER_ENTRY` override (`env`), else the self-repo
2523
+ `extension/workerMain.ts` (`self`), else the consumer npm install under
2524
+ `.pi/npm/node_modules/@mgiles/perk/extension/workerMain.ts` (`consumer-npm`); a miss ⇒
2525
+ `worker_entry_missing`.
2526
+ 5. **Spawn** `node <entry> <stage> --worktree <repo_root>` with `PERK_RUN_ID=<run_id>` in the env
2527
+ (inherited stdio — the worker owns stdout/the `RunOutcome` JSON), and **exit with the worker's
2528
+ exit code** so the workflow step reflects the drive outcome.
2529
+
2530
+ `run-worker` is a deterministic exterior command (no agentic reasoning): it positions and drives;
2531
+ model/auth resolution is the Node worker's job (env-var key resolution, Gap 5). `--base` is part of
2532
+ the §8.13 input contract and is carried for parity, but the plan branch is already checked out by the
2533
+ workflow, so it is not consumed here. Reporting run progress/terminal status back into GitHub is
2534
+ **Node 2.3**; the runner's secrets/health checks (the `PERK_GH_PAT`/model-credential prereqs) are
2535
+ **Node 2.4** — the `perk doctor` `runner` check group (§8.16).
2536
+
2537
+ ---
2538
+
2539
+ ## §8.15 · Remote run reporting back into GitHub (Node 2.3)
2540
+
2541
+ The **runner-side** consumer of the §8.12 structured run-event stream + the §8.11 `RunOutcome`: when
2542
+ `perk run-worker` drives a stage remotely, it makes that run **observable on GitHub**. The worker
2543
+ itself never mutates GitHub (§8.12 is explicit — surfacing the stream is this node); the reporter is
2544
+ a deterministic exterior task (no agentic reasoning) living in the Python plane (`perk/run/run_report.py`)
2545
+ and wired into `perk run-worker` (`perk/run/run_worker.py`).
2546
+
2547
+ ### The two reporting points (fail-soft, exit-code-neutral)
2548
+
2549
+ Two calls bracket the worker spawn in `run_worker(...)`:
2550
+
2551
+ - **started** — `report_started(...)` after the worker entry resolves and **before** `_spawn_worker`
2552
+ (the truest "drive is starting" point; positioning failures already raise loudly before this).
2553
+ - **terminal** — `report_terminal(...)` after `_spawn_worker` returns the exit code and **before**
2554
+ `run-worker` returns it.
2555
+
2556
+ Both are **fully fail-soft**: any exception inside reporting is caught, logged via `user_output` to
2557
+ stderr, and swallowed. Reporting must never change the worker's exit code or crash the runner —
2558
+ observability is best-effort (mirrors the worker's fail-soft event sink).
2559
+
2560
+ ### The surfaces
2561
+
2562
+ - **One marker-keyed plan-issue comment per `run_id`.** The target is the **plan issue** (the
2563
+ issue-canonical model — a perk plan *is* a GitHub issue; the implementation PR is referenced by
2564
+ URL when known). A single comment carrying the marker `<!-- perk:run-report:<run_id> -->` is
2565
+ **upserted** started → terminal (`github.upsert_marked_comment` →
2566
+ `find_comment_id_by_marker` PATCH-if-found, else POST), so the started note evolves into the
2567
+ terminal note (no two-comment spam; reruns are distinct `run_id`s). The plan issue is the only
2568
+ correlation anchor known at *started* time (for `implement` the PR does not exist until mid-drive).
2569
+ - **The GitHub Actions job summary** (`$GITHUB_STEP_SUMMARY`) is the "checks"/run-page half: the
2570
+ terminal step appends a self-contained `## perk remote <stage>` summary (status + budget + the
2571
+ failure summary on non-success) when the env var is set (skipped silently when unset — local/test).
2572
+
2573
+ ### Inputs the reporter derives
2574
+
2575
+ - The terminal `RunOutcome` is read from the **durable events file** out-of-process
2576
+ (`cache.read_scratch(repo_root, run_id, "events.ndjson")` → the last `run_finished` event's
2577
+ `outcome`), because `_spawn_worker` inherits stdio and does not capture the worker's stdout. A
2578
+ missing/empty/malformed events file ⇒ a clearly-labelled **degraded** terminal note derived from
2579
+ the worker exit code alone (so a terminal note always posts).
2580
+ - The run URL is derived from standard GitHub Actions env
2581
+ (`GITHUB_SERVER_URL`/`GITHUB_REPOSITORY`/`GITHUB_RUN_ID` →
2582
+ `{server}/{repo}/actions/runs/{run_id}`); absent ⇒ notes post without the link.
2583
+ - `outcome.pr` is present only for a successful `implement` drive (the worker captures the PR from
2584
+ `submit`); for `address`/failures it is `null`, and the report omits the PR line.
2585
+
2586
+ ### Untrusted-data discipline (route-don't-relay end-to-end)
2587
+
2588
+ The reporter quotes **no** GitHub-sourced prose (no plan title, no fetched GitHub text is
2589
+ interpolated into the bodies). The only free text it surfaces is the worker's own `error.summary`,
2590
+ which is worker-generated and already capped at 2 KiB (§8.12) — never re-expanded. This preserves
2591
+ route-don't-relay from the worker's structured channel all the way into the GitHub surfaces.
2592
+
2593
+ No change to `.github/workflows/perk-run.yml` or `perk/run/workflow_artifacts.py`: reporting hooks into
2594
+ `run-worker` itself, so the managed artifact (and its convergence/doctor tests) stay untouched.
2595
+
2596
+ ---
2597
+
2598
+ ## §8.16 · Remote-runner prerequisites: credential + permission health-checks (Node 2.4)
2599
+
2600
+ The **pre-flight** twin of §8.14's execution-time `Validate required secrets` step: `perk doctor`'s
2601
+ diagnostic side surfaces a mis-configured runner (missing checkout/push PAT, missing model
2602
+ credential, restrictive workflow-permissions) **before** a `--remote` drive reaches CI, instead of
2603
+ letting the CI job fail at its validate step. This is perk's analogue of erk's
2604
+ `erk-queue-pat-secret` / `anthropic-api-secret` / `workflow-permissions` doctor checks, adapted to
2605
+ Pi (multi-provider model keys) and perk's `{owner}/{repo}` gateway convention.
2606
+
2607
+ **Division of labor.** `init` *manages* the runner credentials by writing the managed workflow whose
2608
+ `Validate required secrets` step is the execution-time gate (§8.14, Node 2.2); `doctor` *health-checks*
2609
+ them ahead of time. perk init/doctor **never mutate** GitHub (Decision D2 — there is no
2610
+ secret-setting command); each actionable finding instead carries an exact `gh` remediation string in
2611
+ `Check.remediation` (e.g. `gh secret set PERK_GH_PAT`).
2612
+
2613
+ ### The three verification-only gateway reads (`perk/github/workflows.py`)
2614
+
2615
+ All shell `gh` via `_run` with `cwd=repo_root` + gh's `{owner}/{repo}` placeholder auto-fill (no
2616
+ remote-URL parsing); none mutate; a gh-missing/timeout raises `GitHubError`:
2617
+
2618
+ - `secret_exists(*, name, repo_root) -> bool | None` — `GET .../actions/secrets/{name}`: present →
2619
+ `True`, 404 → `False`, any other non-zero (e.g. 403) → `None` (unknown). Never reads the value.
2620
+ - `get_workflow_permissions(*, repo_root) -> WorkflowPermissions | None` —
2621
+ `GET .../actions/permissions/workflow`; the frozen `WorkflowPermissions` carries
2622
+ `default_workflow_permissions: str` + `can_approve_pull_request_reviews: bool`. Non-zero → `None`;
2623
+ unparseable JSON → `GitHubError`.
2624
+ - `get_repo_variable(*, name, repo_root) -> str | None` — `GET .../actions/variables/{name}`
2625
+ (`--jq .value`): value on returncode 0, `None` on 404/non-zero/empty. Used to read `PERK_ENABLED`.
2626
+
2627
+ ### The report-only `runner` check group (`perk/convergence/doctor/github_checks.py::_runner_checks`)
2628
+
2629
+ A **report-only** check group (no `--fix` side — `_apply_fixes` is untouched), wired into
2630
+ `_build_checks` **inside the `if verify:` block** after `_github_checks` (it shells `gh`), wrapped in
2631
+ `try/except GitHubError` → a single `info` `runner-prereqs` degrade (no silent pass, never a crash).
2632
+ **Non-fatal posture:** present → `ok`; actionable-absent → `warn`; unverifiable → `info`; **never
2633
+ `fail`** — so a `warn` keeps exit 0 (`report.healthy` keys off `fail` only), matching §8.6's
2634
+ GitHub-non-fatal rule. Order:
2635
+
2636
+ 1. **Auth gate** — re-probe `check_auth()`; unauthed → a single `runner-prereqs` `info`, no further
2637
+ `gh` calls.
2638
+ 2. **`runner-enabled`** (always emitted) — reads `PERK_ENABLED` (`RUNNER_ENABLED_VAR`): `info`
2639
+ reporting unset→default-on / `=<value>` / `=false`→disabled.
2640
+ 3. **`PERK_ENABLED=false` → stop** (skip the three probes — don't nag about a deliberately-disabled
2641
+ runner). This is "check only what's enabled".
2642
+ 4. Otherwise the three probes (all group `"runner"`; names from `workflow_artifacts`):
2643
+ - **`runner-pat-secret`** ← `secret_exists(RUNNER_PAT_SECRET)`: `True`→`ok`; `False`→`warn`
2644
+ (remediation `gh secret set PERK_GH_PAT`); `None`→`info`.
2645
+ - **`runner-model-secret`** ← `secret_exists` for **both** `ANTHROPIC_API_KEY` and
2646
+ `OPENAI_API_KEY` (the workflow's "either" logic): either present→`ok`; both absent→`warn`;
2647
+ else→`info`.
2648
+ - **`runner-workflow-permissions`** ← `get_workflow_permissions`: **`info` in all non-error
2649
+ cases** (advisory — perk pushes with a PAT, not `github.token`, so it does not block the
2650
+ runner); `can_approve_pull_request_reviews` false carries the PUT remediation; `None`→`info`.
2651
+
2652
+ **Self-vs-consumer dual mode (D6).** The check *set* is identical for both repo kinds (the
2653
+ `runner-workflow` capability is `scope="both"`); only the actionable-absent `detail` wording adapts —
2654
+ self: "expected on perk's own repo (perk dogfoods `--remote` drives)"; consumer: "required only if
2655
+ you use `perk … --remote` drives". No new capability is added (report-only), so the
2656
+ `test_every_required_capability_has_a_doctor_check` coherence guard is unaffected.
2657
+
2658
+ **Human render.** `runner` is added to `doctor_cmd._GROUP_ORDER` (after `github`) — a group absent
2659
+ from that tuple is invisible in human text (the `_GROUP_ORDER` trap); `--json` and the exit code
2660
+ surface it regardless.
2661
+
2662
+ **Node 3.3 reuse.** `_runner_checks` is a free function (not inlined) and the three reads are the
2663
+ **static** prereq layer that `perk doctor workflow` (Node 3.3) will compose with the
2664
+ managed-artifact-present check and the live-spawn CI smoke. Node 2.4 adds checks to the **bare**
2665
+ `perk doctor` run only; the `doctor workflow` subcommand is not built here.
2666
+
2667
+ ## §8.17 · The supervisor read surface (`perk workflow run list`, Node 3.1)
2668
+
2669
+ The first command in the `perk workflow run` group: a deterministic, **read-only** supervisor
2670
+ surface that enumerates the durable dispatch records (§8.13) and correlates each
2671
+ `run_id ↔ plan ↔ PR`, overlaying live GitHub run state. It mutates nothing (no GitHub writes, no
2672
+ `.pi/workflow/` writes). `cancel`/`retry` (the `run` subgroup's mutating siblings) **shipped** in
2673
+ Node 3.2 — see §8.18.
2674
+
2675
+ ### Command surface (`perk/cli/commands/workflow_cmd.py`)
2676
+
2677
+ - `perk workflow run list` (aliases `perk workflow run ls`, `perk wf run list`). The `workflow`
2678
+ group (alias `wf`) holds the `run` subgroup so Node 3.2 extends the same subgroup.
2679
+ - A dev/CI/supervisor surface (like `perk objective`/`perk state`), **not** an agent affordance.
2680
+ - `--json` → a stable machine report on **stdout**; the human table → **stderr** (the cli-vs-pi
2681
+ §3.2 split). `--no-refresh` skips the live GitHub overlay; `--limit N` (default 50) caps the
2682
+ newest-first list.
2683
+
2684
+ ### Source of truth + correlation
2685
+
2686
+ - **Local records are authoritative for *which* runs exist.** `cache.list_dispatch_records(root)`
2687
+ enumerates `scratch/runs/*/dispatch.json` (§8.13), newest-first by `dispatched_at` (descending;
2688
+ string ISO-8601 sort). A missing/unparseable/non-object record is skipped loud-but-non-fatal
2689
+ (stderr warning), never fatal — a corrupt record must not break the supervisor read; an absent
2690
+ `scratch/runs/` yields `[]`. GitHub is **not** enumerated for run discovery.
2691
+ - **Plan block** comes straight from the record's `plan_ref` (`pr_id`, `url`) — offline-safe, always
2692
+ present. Note `plan_ref.pr_id` is the **plan issue** number, not a PR number.
2693
+ - **PR correlation** derives the PR through `github.get_plan(number=int(pr_id)).pr` (memoized per
2694
+ `pr_id`), since the draft PR is separate from the plan issue.
2695
+ - **Run state** overlays via the `Runner.observe` contract (§8.13): when the record's `run_handle`
2696
+ is non-null, `runner.select_runner(record.runner).observe(RunHandle.from_data(...))` yields the
2697
+ `RunObservation` (`status`/`conclusion`/`url`). A null `run_handle` (records still
2698
+ `dispatching`/`failed`) ⇒ no GitHub call.
2699
+
2700
+ ### Fail-soft overlay discipline
2701
+
2702
+ The live overlay is **best-effort**: it does **not** call `require_github`; a missing/unauthed gh
2703
+ simply yields no overlay (noted once on stderr). Each per-record read is wrapped — a
2704
+ `runner.RunnerError` degrades the `run` block to `null`; a `github.GitHubError` degrades the `pr`
2705
+ block to `null` — with a one-line stderr note, never raising and never changing the exit code (this
2706
+ is a read surface, not a gate). `--no-refresh` forces `pr`/`run` to `null` with zero GitHub reads.
2707
+
2708
+ ### The `--json` payload (stdout, stable)
2709
+
2710
+ ```jsonc
2711
+ { "success": true, "error_type": null, "refreshed": true, "count": 1,
2712
+ "runs": [
2713
+ { "run_id": "01J…", "stage": "implement", "runner": "", "kind": "github-actions",
2714
+ "dispatch_status": "dispatched", "dispatched_at": "<ISO-8601 UTC>", "error": null,
2715
+ "plan": { "pr_id": "42", "url": "https://…/issues/42" },
2716
+ "pr": { "number": 51, "url": "https://…/pull/51", "state": "OPEN" } | null,
2717
+ "run": { "run_ref": "1234567", "url": "https://…/actions/runs/1234567",
2718
+ "status": "completed", "conclusion": "success" } | null } ] }
2719
+ ```
2720
+
2721
+ `refreshed = not no_refresh`; `pr`/`run` are `null` under `--no-refresh` or a failed/empty overlay.
2722
+ `success` is always `true` for a successful enumeration (even zero runs); only `require_repo` failing
2723
+ (`not_a_repo`) routes through `_fail` (exit 2). No other error type is introduced.
2724
+
2725
+ ### Human table (stderr)
2726
+
2727
+ Plain, manually-aligned, newest-first columns
2728
+ `RUN_ID STAGE DISPATCH RUN CONCLUSION PLAN PR AGE`. The full `run_id` (the supervisor copies
2729
+ it into Node 3.2's `cancel`/`retry`) is never truncated; the overlay columns show `-` when not
2730
+ refreshed/unresolved; `AGE` is a compact relative age from `dispatched_at`. A `failed` record's
2731
+ `error` is surfaced on an indented continuation line (the §8.13 "failed records kept for visibility"
2732
+ rule). Empty state prints `No dispatched runs found`.
2733
+
2734
+ ## §8.18 · The supervisor control surface (`perk workflow run cancel`/`retry`, Node 3.2)
2735
+
2736
+ The mutating control siblings of `list` (§8.17) in the same `perk workflow run` subgroup:
2737
+ deterministic, **no agentic reasoning** dev/CI/supervisor commands (not agent affordances).
2738
+
2739
+ - `perk workflow run cancel <RUN_ID>` — cancel an in-flight (queued/in_progress) run.
2740
+ - `perk workflow run retry <RUN_ID> [--failed]` — re-run a completed/failed run; `--failed` re-runs
2741
+ only the failed jobs.
2742
+
2743
+ Both take `--json` (stable machine report on **stdout**; human confirmation on **stderr**). The
2744
+ group/subgroup aliases (`wf`, `run`) apply; the commands themselves carry no aliases.
2745
+
2746
+ ### `<RUN_ID>` resolution (D1)
2747
+
2748
+ `<RUN_ID>` is the **perk `run_id`** — the never-truncated `RUN_ID` the supervisor copies from
2749
+ `list` (§8.17). After `require_repo` + `require_github` (both commands *do* require auth — unlike
2750
+ fail-soft `list`), the shared `_resolve_target` helper resolves it:
2751
+
2752
+ 1. `record = cache.read_dispatch(root, run_id)`; `None` ⇒ `run_not_found` (exit 1).
2753
+ 2. `record.run_handle` falsy (still `dispatching`/`failed`, never triggered) ⇒ `run_not_dispatched`
2754
+ (exit 1) — nothing to act on.
2755
+ 3. otherwise reconstruct `RunHandle.from_data(...)` + `select_runner(record.runner)`; the runner op
2756
+ acts on the runner-native `run_ref`.
2757
+
2758
+ ### No local mutation, no pre-gate (Corrections)
2759
+
2760
+ - **Retry reuses the SAME run** — `gh run rerun` re-runs the existing run (same `run_ref`,
2761
+ preserving the `run-name` that embeds the perk `run_id`), so the dispatch record and its
2762
+ `run_id ↔ plan ↔ PR` linkage stay valid. **No new ULID, no `cache.write_dispatch`.**
2763
+ - **Neither command mutates the dispatch record.** The record's `status` is the *dispatch-attempt*
2764
+ lifecycle; live run state is observed via `Runner.observe` (surfaced by `list`'s overlay). No
2765
+ `.pi/workflow/` writes in this node.
2766
+ - **No pre-flight run-state gating.** The commands do not `observe` to decide cancellability/
2767
+ retryability — they pass through to gh and surface gh's own error (e.g. "cannot cancel a
2768
+ completed run") as a clean `cancel_failed`/`retry_failed`.
2769
+
2770
+ ### `--json` payload (stdout, stable)
2771
+
2772
+ ```jsonc
2773
+ // success (cancel)
2774
+ { "success": true, "error_type": null, "action": "cancel",
2775
+ "run_id": "01J…", "run_ref": "1234567", "runner": "", "kind": "github-actions",
2776
+ "url": "https://…/actions/runs/1234567" }
2777
+ // success (retry) — adds: "failed_only": false
2778
+ // failure → the shared _fail shape:
2779
+ { "success": false, "error_type": "<type>", "message": "<gh's own error>" }
2780
+ ```
2781
+
2782
+ `run_ref`/`runner`/`kind`/`url` come from the reconstructed `RunHandle`. Error types + exits:
2783
+ `not_a_repo` → 2; `github_unauthed`, `run_not_found`, `run_not_dispatched`, `cancel_failed`,
2784
+ `retry_failed`, `invalid_input` → 1. The only free text in a failure payload is gh's own error
2785
+ string (wrapped via `RunnerError`) — no model-authored interpretation.
2786
+
2787
+ ---
2788
+
2789
+ ## §8.19 · `perk doctor workflow` — static prereq checks + a live CI smoke (Node 3.3)
2790
+
2791
+ The workflow-focused diagnostic twin: a Click **subgroup** on the `doctor` group (the reserved
2792
+ `invoked_subcommand` hook §8.6 left open). A dev/CI/supervisor surface, not an agent affordance. Bare
2793
+ `perk doctor workflow` prints help; the two commands are `check` and `smoke-test [--wait]`. Both take
2794
+ `-v/--verbose` + `--json` (stable machine report on **stdout**; grouped human render to **stderr**).
2795
+
2796
+ ### `check` — the static layer (`doctor.workflow_checks`)
2797
+
2798
+ Composes the **same builders** as bare `perk doctor` (doctor's SSOT — no duplication): `_github_checks`
2799
+ (GitHub readiness) ⊕ `_runner_checks` (the §8.16 remote-runner prereqs; a `GitHubError` degrades to a
2800
+ single `info` `runner-prereqs`) — both under `verify=True` — ⊕ the **`runner-workflow`
2801
+ managed-artifact-present** check (always): locate the `runner-workflow` `ManagedConvergence`, dry-run
2802
+ it, and emit `ok` (converged) / `fail` (drift — detail = joined drift, remediation `perk doctor
2803
+ --fix`; or unverifiable). Rendered grouped over `("github", "runner", "repository")`. Exit codes
2804
+ mirror §8.6: **1** if any `fail`, else **0** (warns allowed); **2** only on not-a-repo.
2805
+
2806
+ ### `smoke-test [--wait]` — the live proof (`perk/run/workflow_smoke.py`)
2807
+
2808
+ Proves the genuinely CI-only prerequisites a static check cannot: that the managed workflow is
2809
+ **dispatchable**, the runner actually **starts a job**, and the secrets are **readable in the Actions
2810
+ context** (environment-protection rules can hide an existing secret). It does **not** exercise the
2811
+ composite setup or the worker/model drive — the `smoke=true` short-circuit keeps
2812
+ it universal and ~0-cost. A future "full" smoke is out of scope.
2813
+
2814
+ Flow: `require_repo` + `require_github`; run `workflow_checks` (rendered like `check`). **Gate (refuse
2815
+ → exit 1):** if the `github-auth` check is not `ok` → `github_unauthed`; if
2816
+ `get_repo_variable(PERK_ENABLED) == "false"` → `runner_disabled` (the job would be skipped and
2817
+ verify-by-discovery would raise). PAT/model **warns do not block** — the live run is what verifies
2818
+ them. Then `dispatch_smoke` triggers the managed workflow **directly** (`trigger_workflow` with
2819
+ `stage=smoke`, `plan=smoke`, `smoke="true"`, ref/`base` = `default_branch` with a `"main"` fallback),
2820
+ verifying by discovery on the minted `run_id`. It writes **no** `DispatchRecord` and creates **no**
2821
+ GitHub artifacts (no branch/PR/issue), so `perk workflow run list` (§8.17) is unaffected and the smoke
2822
+ stays a pure doctor diagnostic. Without `--wait`: print the run URL, **exit 0**. With `--wait`:
2823
+ `poll_smoke` loops to `completed` or `POLL_TIMEOUT_S` (600s, every `POLL_INTERVAL_S`=15s) —
2824
+ `success` → exit 0; any other conclusion → exit 1; **timeout → `cancel_smoke` (best-effort
2825
+ self-cancel) + exit 0** (inconclusive, not unhealthy).
2826
+
2827
+ ### No `cleanup` command (deviation from erk)
2828
+
2829
+ erk's `doctor_workflow` ships `check`/`smoke-test`/`cleanup` because its smoke opens a one-shot PR.
2830
+ perk's smoke creates nothing durable, so a `cleanup` would be fiction — only `check` + `smoke-test`
2831
+ are built; `smoke-test --wait` self-cancels its own in-flight run on a poll timeout (the sole real
2832
+ leftover).
2833
+
2834
+ ### `--json` payloads (stdout, stable)
2835
+
2836
+ ```jsonc
2837
+ // check
2838
+ { "success": true, "healthy": true, "self_repo": false,
2839
+ "checks": [ { "name": "runner-workflow", "group": "repository", "status": "ok", … } ],
2840
+ "summary": { "passed": 1, "warnings": 0, "failed": 0 } }
2841
+ // smoke-test (dispatch)
2842
+ { "success": true, "action": "smoke-test", "run_id": "01J…", "run_ref": "555",
2843
+ "url": "https://…/actions/runs/555", "waited": false, "conclusion": null, "timed_out": false }
2844
+ // smoke-test (--wait) — "waited": true, "conclusion": "success"|…, "timed_out": bool
2845
+ // refusal / dispatch error — the shared _fail shape:
2846
+ { "success": false, "error_type": "<type>", "message": "<reason>" }
2847
+ ```
2848
+
2849
+ Error types + exits: `not_a_repo` → 2; `github_unauthed`, `runner_disabled`, `smoke_dispatch_failed`
2850
+ → 1.
2851
+
2852
+ ## §8.20 · The capstone supervisor loop (`perk objective run`, Node 3.4)
2853
+
2854
+ The **scheduler** on top of the §8.13 dispatch-record substrate and the §8.17/§8.18 read/control
2855
+ siblings: a **deterministic, no-agentic-reasoning** supervisor that advances an active objective's
2856
+ backlog as far as is autonomously safe, then pauses at the human land gate. `perk objective run
2857
+ <NUMBER>` (alias `obj r`) is a supervisor surface (cli-vs-pi §3.2): `--json` → stdout, human text →
2858
+ stderr, stable exits (`0` ok · `1` invalid/op-failure · `2` not-a-repo), `_fail`/`UserFacingCliError`
2859
+ with a stable `error_type`.
2860
+
2861
+ ### Autonomous reach: one dispatch, then stop — and **never land**
2862
+
2863
+ Per invocation the supervisor does **one** thing: it selects the next in-flight node and dispatches
2864
+ the correct **remote** agentic stage (`implement`/`address`), or it pauses at a draft-PR /
2865
+ awaiting-review / planning-required / completion boundary, then exits. It **never lands** — ready+merge
2866
+ stays the human/interactive `/land`, and a node reaches `done` only via that path's
2867
+ `_reconcile_objective_on_land`, which this loop merely *observes* (a `MERGED` PR ⇒
2868
+ `merged_pending_reconcile`). Landing must not route through `launch_stage`: a local stage `os.execvpe`s
2869
+ into interactive pi and never returns, which would destroy the loop.
2870
+
2871
+ ### Options
2872
+
2873
+ - `--remote <ref>` — a normal string option (not a flag) defaulting to **`""`** (the default runner);
2874
+ dispatch is always remote, since the supervisor never drives an agentic stage locally.
2875
+ (`resolve_target` treats `""` as the default runner ref, not a kind.)
2876
+ - `--wait` — poll an already-in-flight run to completion (cadence below), then re-evaluate selection
2877
+ **once**; never crosses the land gate.
2878
+ - `--dry-run` — resolve + report the *selection* decision and would-be action only: **skip** the live
2879
+ `observe` overlay + active-run gate (stay offline-safe), and **mint/write/trigger/close nothing**.
2880
+ - `--json` — machine report to stdout (human text to stderr).
2881
+
2882
+ ### Single-pass control flow (deterministic)
2883
+
2884
+ 1. `require_repo` + `require_config`; `require_github` unless `--dry-run`.
2885
+ 2. `state = github.get_objective(NUMBER)`; `None` → `_fail(objective_not_found)`.
2886
+ 3. **Cumulative budget report** (always, before any action): enumerate
2887
+ `cache.list_dispatch_records`, keep records whose `plan_ref.objective_id` canonicalizes
2888
+ (`str(...).lstrip("#")`) to NUMBER, sum each `run_report.read_outcome` `budget`
2889
+ (`turns`/`tokens`/`elapsed_ms`, missing ⇒ 0) → `{runs, turns, tokens, elapsed_ms}`. **Report-only:
2890
+ no limits, no thresholds, no `budget_exhausted`.**
2891
+ 4. **Active-run gate** (skipped under `--dry-run`): an objective run is in-flight when a kept record
2892
+ has a `run_handle` and a live `observe` returns `queued`/`in_progress` (newest-first; observe
2893
+ fail-soft → treat as not-in-flight). Not `--wait` → `awaiting_run`, exit 0. `--wait` → poll to
2894
+ `completed` (or timeout → `awaiting_run` + `timed_out:true`, exit 0), then **re-fetch the
2895
+ objective state + rebuild the graph** (the settled run may have advanced GitHub) and re-evaluate
2896
+ selection once.
2897
+ 5. **Selection** via `graph.classify_for_planning()` → action:
2898
+
2899
+ | kind | condition | action | effect |
2900
+ |------|-----------|--------|--------|
2901
+ | `complete` | every node terminal | `completed` | print the `(node→status→pr)` audit; unless `--dry-run`, `github.close_issue(NUMBER)` |
2902
+ | `blocked` | every remaining node blocked | `blocked` | pause |
2903
+ | `plannable` | a resumable node is ready | `plan_required` | emit node + remediation `perk objective-plan <NUMBER> --node <id>` (the supervisor cannot plan — `objective-plan` is `cold_remote:false`) |
2904
+ | `in_flight` | a committed plan exists | (stage resolution ↓) | |
2905
+
2906
+ ### In-flight stage resolution (`get_plan(node.pr)` → branch on `plan_state.pr`)
2907
+
2908
+ | `plan_state.pr` | action | dispatch? |
2909
+ |-----------------|--------|-----------|
2910
+ | `None` (no PR yet) | `dispatched` `stage:"implement"` | yes (remote) |
2911
+ | `MERGED` | `merged_pending_reconcile` | no |
2912
+ | `CLOSED` (unmerged) | `pr_closed` (needs human) | no |
2913
+ | `OPEN` + `is_draft` | `ready_for_review` | **no — never re-dispatch implement** |
2914
+ | `OPEN` + not draft, `needs_address` true | `dispatched` `stage:"address"` | yes (remote) |
2915
+ | `OPEN` + not draft, `needs_address` false | `awaiting_review` | no |
2916
+
2917
+ A missing `node.pr` or a `None` `get_plan` falls back to `plan_required` (defensive). A draft PR means
2918
+ implement is **complete** — never re-dispatch `implement` from a draft.
2919
+
2920
+ ### The `needs_address` predicate (pure, offline-testable)
2921
+
2922
+ `needs_address(feedback: PrFeedback) -> bool` is **True** when either any `review_thread.is_resolved is
2923
+ False`, **or** the **latest review per author** is `CHANGES_REQUESTED`. "Latest per author" = the
2924
+ `Review` with the max `submitted_at` (ISO-8601 string compare; `None` sorts oldest). A `COMMENTED`/
2925
+ `APPROVED` latest review does **not** trigger address; `discussion_comments` are never address triggers
2926
+ (conversation, not change requests).
2927
+
2928
+ ### Remote dispatch mechanics
2929
+
2930
+ `_dispatch_stage_remote` reconstructs the node's plan-ref via `resume.reconstruct_plan_ref` (preserving
2931
+ `objective_id` so the eventual human land reconciles the node), writes it to the **repo-root**
2932
+ `cache.plan-ref` (the seam `_drive_remote_target` reads — both `objective-plan`/`run` are `worktree:
2933
+ none`, so repo-root write ↔ repo-root read agree), then drives `launch.launch_stage(..., remote=...)`
2934
+ — capturing its machine output so the supervisor emits a **single** unified payload, surfacing the
2935
+ minted `run_id`. Only `implement`/`address` (the `cold_remote:true` stages) are dispatchable here
2936
+ (`Ensure.invariant` guard; `resolve_target` is belt-and-suspenders).
2937
+
2938
+ ### `--wait` polling cadence
2939
+
2940
+ `POLL_INTERVAL_S = 15`, `POLL_TIMEOUT_S = 600`, defined **locally** in the command module (same values
2941
+ as the §8.19 smoke, independent lifecycle). The poll helper takes an injectable `sleep` for tests. A
2942
+ timeout is **inconclusive, not unhealthy** (`awaiting_run` + `timed_out:true`, exit 0).
2943
+
2944
+ ### `--json` payload (stdout, stable)
2945
+
2946
+ ```jsonc
2947
+ { "success": true, "error_type": null,
2948
+ "objective": "<id>", // opaque string objective id (§8.21; Node 4.1)
2949
+ "budget": { "runs": 0, "turns": 0, "tokens": 0, "elapsed_ms": 0 },
2950
+ "action": "dispatched" | "ready_for_review" | "awaiting_review" | "awaiting_run"
2951
+ | "plan_required" | "blocked" | "completed" | "merged_pending_reconcile" | "pr_closed",
2952
+ "node": "<id>" | null, "stage": "implement" | "address" | null,
2953
+ "run_id": "<ULID>" | null, // present on dispatched
2954
+ "remediation": "<cmd>" | null, // present on plan_required
2955
+ "closed": false, // present on completed (+ "audit": [{node,status,pr}, …])
2956
+ "timed_out": false, // present on awaiting_run under --wait
2957
+ "dry_run": false }
2958
+ ```
2959
+
2960
+ Error types + exits: `not_a_repo` → 2; `objective_not_found`, `github_error`, `dispatch_failed`
2961
+ (propagated from `launch_stage`) → 1. Benign decision kinds (`plan_required`/`blocked`/`awaiting_*`/
2962
+ `ready_for_review`/`merged_pending_reconcile`/`pr_closed`/`completed`) are **not** errors (exit 0).
2963
+
2964
+ ---
2965
+
2966
+ ## §8.21 · The issue-backend selection (`[issues]`, Objective #252 Nodes 1.3 + 2.4)
2967
+
2968
+ The issue-tracking tier (plan/learn/objective issues — `perk/backends/issue_backend.py`'s `IssueBackend`
2969
+ contract, Node 1.1; the `GitHubIssueBackend` adapter in `perk/backends/github/backend.py` + the resolver in `perk/backends/resolve.py`, Node 1.2;
2970
+ the `LinearIssueBackend` over the `perk/backends/linear/client.py` GraphQL client, Nodes 2.1–2.3, wired live in
2971
+ Node 2.4) is **backend-selectable** via one committed config table:
2972
+
2973
+ > **Note (Objective #548).** Objective storage is now its **own seam** — the objective-storage tier
2974
+ > (`ObjectiveStore`, §8.24), distinct from the issue-tracking tier described here. It shares this
2975
+ > `[issues]` selection (`resolve_objective_store_id` re-exports `resolve_issue_backend_id` — an
2976
+ > objective and its plan/learn issues share one tracker), so the "plan/learn/objective issues" and
2977
+ > objective-id language throughout this section still resolves the same backend; the two tiers are
2978
+ > just no longer one Protocol.
2979
+
2980
+ ```toml
2981
+ [issues]
2982
+ backend = "linear" # "github" is the default when unset
2983
+ team = "ENG" # the Linear team key — required when backend = "linear"
2984
+ ```
2985
+
2986
+ **Committed-only read, both planes.** The selection (`backend` AND `team`) is read from committed
2987
+ `.pi/perk.toml` **only** — never the `perk.local.toml` overlay (Python:
2988
+ `load_committed_issues_backend` / `load_committed_issues_team`; TS: `resolveIssueBackendId` reads
2989
+ only the committed file). Rationale: the backend decides where canonical durable state
2990
+ (plan/learn/objective issues) is *written*; a per-user override would fragment the canonical
2991
+ store. **`LINEAR_API_KEY` lives in the environment or the gitignored `.pi/perk.local.toml`
2992
+ `[linear] api_key`** (an exported env var wins over the config) — **never** in a committed file.
2993
+ The config read is local-file-only (`config.load_local_linear_api_key`, the inverse of the
2994
+ `load_committed_*` readers; fail-soft on malformed TOML — returns `None`, never raised). Two seams
2995
+ bridge it: the Python clients pass `linear.client_from_env(repo_root=…)` (env-first, config
2996
+ fallback), and `launch_stage` seeds the launched session's env with the local key (env wins) so the
2997
+ borrowed in-session `linear_*` tools and any spawned `perk <stage> --json` cold-door worker (which
2998
+ inherit the session env) authenticate. The local file is read from the **main checkout** at launch
2999
+ (the env dict is built before `os.chdir(worktree)`); because it is gitignored it is never copied
3000
+ into the linked worktree, so the env-seed is precisely the bridge that carries the key into the
3001
+ worktree-resident session and its cold-door workers — those consumers read it from the inherited
3002
+ env, never from a `perk.local.toml` in the worktree. This is a deliberate, documented relaxation of the
3003
+ "secrets in the environment only" rule: the secret may live in the gitignored local file, never a
3004
+ version-controlled one. **Python-plane-only** — the TS plane reads no Linear key, so there is no
3005
+ cross-plane TS mirror (the `launch_stage` env-seed is what carries the key into the TS session).
3006
+
3007
+ **Python is the authoritative validator** (`perk/backends/resolve.py::resolve_issue_backend_id`):
3008
+
3009
+ - absent / `"github"` → `"github"` (the default backend);
3010
+ - `"linear"` → `"linear"` (a live selection);
3011
+ - any other value → **raises** `IssueBackendError` ("unknown issue backend … (known: github,
3012
+ linear)");
3013
+ - malformed committed TOML → `tomllib.TOMLDecodeError` re-raised as `IssueBackendError` (chained,
3014
+ pointing at `perk doctor`).
3015
+
3016
+ Raising (not falling back) is deliberate: a silent fallback would write canonical issues to the
3017
+ wrong tracker. `resolve_issue_backend(repo_root)` resolves the id and constructs the matching
3018
+ backend; every issue-tier consumer already routes `IssueBackendError` through its existing error
3019
+ boundary. The **linear construction arm** raises a typed `IssueBackendError` when either
3020
+ requirement is missing: no committed `[issues] team` → remediation pointing at `.pi/perk.toml`;
3021
+ no/blank `LINEAR_API_KEY` → the hinted message from `client_from_env`. Construction is lazy (no
3022
+ network): the team key is bound and resolved to its UUID on first use.
3023
+
3024
+ **The TS mirror is fail-safe and dormant** (`extension/substrate/config.ts::resolveIssueBackendId`):
3025
+ returns `"github" | "linear"`, falling back to `"github"` on absence/unknown value/any read or
3026
+ parse error — safe because the TS plane only *renders prompts*, never writes canonical issues. No
3027
+ TS consumer exists at this node; Node 3.1 (backend-aware prompt rendering) consumes it (mirrors
3028
+ the providers.ts Node-2.1 dormant-loader precedent). `PerkConfig` carries no `issues` field — an
3029
+ overlay-read shape would contradict the committed-only rule.
3030
+
3031
+ **The `backend_id` discipline + the stamping rule.** The `IssueBackend` Protocol carries
3032
+ `backend_id: str` — the backend's id in the `[issues] backend` vocabulary, stamped **verbatim**
3033
+ into `cache.plan-ref.provider` at every stamp site (`plan_save_cmd.py`'s `PlanRef`;
3034
+ `resume.reconstruct_plan_ref(state, provider=…)`'s callers). This makes "the backend that wrote
3035
+ the issue is the backend that gets stamped" structurally true (see also the §8.10 paragraph:
3036
+ the field is the issue backend, not the seam id).
3037
+
3038
+ **The `issues-backend` doctor check** (group `issues`; no `--fix` arm — the selection is
3039
+ user-owned config):
3040
+
3041
+ | committed selection | status | note |
3042
+ | --- | --- | --- |
3043
+ | absent / `"github"` | `ok` | `issues backend: github` |
3044
+ | `"linear"` + committed `team` | `ok` | `issues backend: linear (team <key>)` |
3045
+ | `"linear"` without `team` | `fail` | offline-decidable; remediate: set `[issues] team` in `.pi/perk.toml` |
3046
+ | anything else | `fail` | `unknown issue backend '<x>'`; fix `.pi/perk.toml [issues]` |
3047
+ | malformed TOML | `warn` | selection not evaluated — defers to the config check (mirrors `providers`) |
3048
+
3049
+ `fail` (not `warn`) for a bad selection is deliberate: unlike `[providers]` (graceful fallback →
3050
+ warn), a bad `[issues]` selection hard-breaks **every** issue-touching command. Network readiness
3051
+ is *not* this offline check's job — that is the `linear` group's (below).
3052
+
3053
+ **The verify-gated `linear` doctor group** (`perk/convergence/doctor/linear_checks.py::_linear_checks`; present only when
3054
+ `verify` AND the committed backend is `"linear"`). All warn-level on failure — network readiness
3055
+ is non-fatal, mirroring the `github` group's D3 discipline. Built from one
3056
+ `linear.check_readiness(client, team_key, ensure_labels=False)` call (the shared
3057
+ init/doctor probe — report-shaped, never raises; phases short-circuit auth → team → labels):
3058
+
3059
+ - `linear-auth` — ok: `authenticated as <user>`; failure (or missing `LINEAR_API_KEY`): warn,
3060
+ remediation "export LINEAR_API_KEY (create a personal API key at linear.app Settings →
3061
+ Security & access), or set [linear] api_key in .pi/perk.local.toml".
3062
+ - `linear-team` — ok: `team <key> found`; failure: warn with the error detail.
3063
+ - `linear-labels` — all five perk labels present (`perk:plan`, `perk:learn`, `perk:consolidated`,
3064
+ `perk:objective`, `perk:objective-node`): ok; otherwise warn listing the missing names,
3065
+ remediation "run `perk init` or `perk doctor --fix`". perk's labels are created
3066
+ **workspace-scoped** (no `teamId` on create — Linear's cross-team-label guidance; the lookup is
3067
+ unscoped, so a pre-existing team-scoped label still counts).
3068
+ - `linear-project-scopes` — ok: `Linear Projects accessible`; warn: `Linear Projects not
3069
+ accessible` (a non-mutating read probe of `team { projects(first:1) }` — read-access is the
3070
+ honest proxy; write/create scope is not probeable without a mutation).
3071
+ - `linear-workflow-states` — ok: `workflow states cover the node-status mirror`; warn when the
3072
+ team lacks a state of a required `type` (the distinct values of `_NODE_STATUS_STATE_TYPE` =
3073
+ `unstarted/started/completed/canceled`, derived in lockstep); warn `workflow states not
3074
+ verified` on a probe error.
3075
+
3076
+ The last two are the **project-backed objective readiness** probe (Node 4.2): both run **only
3077
+ after** `linear-auth` + `linear-team` succeed, via a separate
3078
+ `linear.check_project_readiness(client, team_key)` call (report-shaped, never raises;
3079
+ reuses the client's cached team id — no auth/team re-probe). Non-fatal like the rest of the group.
3080
+ **No `--fix` arm** — workflow states and API-token scopes are user/workspace-owned (perk cannot
3081
+ safely auto-create them).
3082
+
3083
+ **The `--fix` label repair gesture** (`_fix_linear_labels`, verify-gated like the skills sync —
3084
+ network I/O, so never a `ManagedConvergence`): when `fix` AND `verify` AND linear is selected AND
3085
+ key + team are available, `check_readiness(..., ensure_labels=True)` ensures the five labels;
3086
+ created names land on `fixed` (`Linear: created label perk:plan`), failures on `fix_errors`.
3087
+ Lookup-first idempotency: a converged workspace reports nothing (the doctor idempotency rule).
3088
+
3089
+ **The init readiness step** (`perk/convergence/init/__init__.py::_linear_readiness`, verify-gated, non-fatal — the
3090
+ GitHub D3 mirror: file convergence already succeeded). Only when `verify` AND the committed
3091
+ backend is `"linear"`: missing key/team degrade to an errored `LinearReport`; otherwise the probe
3092
+ runs with `ensure_labels=True` (init converges the five perk labels upfront; the lazy write-time
3093
+ `ensure_label` calls remain the safety net). Created labels are reported through the
3094
+ `LinearReport` (the `--json` `linear` key, §8.5; the human `✓ Linear: <user>, team <key>` line) —
3095
+ **never** appended to `InitReport.changes`, which stays a pure filesystem-delta list.
3096
+ `LinearReport` also carries a nullable `project` readiness sub-report
3097
+ (`LinearProjectReadiness` — the same `check_project_readiness` probe as the doctor group, run only
3098
+ when `auth_ok && team_ok`): non-fatal — it does **not** flip `LinearReport.ok`. The init human
3099
+ render adds a `⚠️` sub-line per gap (Projects read-access / missing workflow state types); a
3100
+ fully-ready project readiness prints nothing extra.
3101
+
3102
+ **The `npm:pi-mono-linear` settings convergence** (`perk/convergence/init/settings.py::_converge_linear_package`,
3103
+ composed inside `_converge_settings` — it rides the `settings-wiring` managed convergence, so
3104
+ doctor dry-runs and `--fix`es it for free; no new doctor check, no new capability).
3105
+ Two-directional, mirroring `_converge_provider_packages`: `backend = "linear"` selected → the
3106
+ unpinned plain-string entry is appended (bundled `linear` skill accepted wholesale — no
3107
+ `package_filter`); not selected → any entry matching the `pi-mono-linear` identity is **removed**
3108
+ (perk treats the package as managed by the selection; hand-adding it without selecting linear is
3109
+ unsupported). A malformed committed TOML defers to the config check (selection treated as absent).
3110
+
3111
+ **Backend-aware prompt rendering (Node 3.1).** Every plan-read prompt site branches on
3112
+ `cache.plan-ref.provider` via the per-plane helpers `perk/run/launch/prompts.py::_plan_read_instruction` and
3113
+ `extension/doors/lifecycleGates.ts::planReadInstruction` — byte-parity across planes, asserted by the
3114
+ paired parity suites (`tests/test_worker_prompt_parity.py` + `extension/worker/worker.test.ts`). The
3115
+ `linear` arm references the pi-mono-linear `linear_get_issue` + `linear_list_comments` tools (the
3116
+ plan body is the first comment — true under every backend's `create_plan_issue`) with an
3117
+ `open <url>` fallback; unknown providers keep the plain `open <url>` arm. Learn prompts
3118
+ (`_learn_prompt`, `extension/doors/learn.ts::learnGuidance`) keep the `gh pr list --head plan-<pr_id>
3119
+ --state merged` merged-PR derivation under every backend — PRs are GitHub-universal.
3120
+ `extension/substrate/toolGating.ts::READ_ONLY_TOOLS` allowlists the 19 read-only `linear_*` tool names
3121
+ unconditionally (foreign names are inert when the package is absent); the mutating/sensitive
3122
+ tools (`linear_create_issue`, `linear_update_issue`, `linear_create_comment`, the two
3123
+ `linear_upload_file*`, `linear_configure_auth`) are deliberately excluded. The perk-implement and
3124
+ perk-learn skills carry per-backend `backends/` reference directories (`github`, `linear`),
3125
+ delivered by the whole-directory skills sync. Historical Status notes elsewhere quoting
3126
+ `gh issue view` (e.g. P1.T4c) are records — left untouched.
3127
+
3128
+ The **objective seed prompts** are backend-aware the same way (Node 4.1). The objective-plan cold
3129
+ seed (`perk/cli/commands/objective/plan_cmd.py::_seed_prompt`) and the warm guidance
3130
+ (`extension/factories/objectivePlan.ts::factoryGuidance` / `reconcileGuidance`) branch on the
3131
+ objective backend via the seam-rendered `objective_read_instruction` /
3132
+ `objectiveReadInstruction` helpers (cross-plane byte-parity owned by
3133
+ the `objective-read-*` golden cases — `tests/test_prompts.py` +
3134
+ `extension/substrate/prompts.test.ts` — with per-plane selection tests in
3135
+ `tests/test_objective_prompt_parity.py` + `extension/factories/objectivePlan.test.ts`; see §8.31).
3136
+ The helper returns a **supplemental** clause appended to the
3137
+ existing `perk objective show <id>` step (never a replacement): the `linear` arm references the
3138
+ Linear **Project URL** + the read-only `linear_get_issue` / `linear_list_comments` tools (an
3139
+ `open <url>` fallback when the url is known; the indirect `run \`perk objective show <id>\` for its
3140
+ URL` form when it is not); `github` (and any non-linear) → `""` (the `perk objective show` step
3141
+ already covers GitHub — no churn). The warm plane resolves the backend from
3142
+ `resolveIssueBackendId(ctx.cwd)` (committed `.pi/perk.toml` — authoritative since cross-backend
3143
+ objectives are unsupported by policy) and fetches the Project URL via `perk objective show <id>
3144
+ --json` **only for `linear`** (github needs no clause → no fetch), **fail-open** (any fetch
3145
+ failure / missing url → the indirect form). The cold plane reads `store.backend_id` + `state.url`
3146
+ (both already in hand). New helper/handler params default to the github/empty arm
3147
+ (`backend="github"`, `url=""`) — backward-compatible. PRs stay on `gh` (`reconcileGuidance`'s
3148
+ `gh pr diff`/`gh pr view` is unchanged — PRs are GitHub-universal). `objective author` is excluded
3149
+ (no objective/Project exists at author time).
3150
+
3151
+ **Opaque string issue ids at every machine boundary (Node 4.1).** Issue ids (plan / learn /
3152
+ objective) are **opaque strings** end-to-end — GitHub's are numeric strings (`"42"`), Linear's
3153
+ are the human identifier (`"ENG-123"`; the verified mutations — `issueUpdate`/`commentCreate` —
3154
+ accept the identifier directly, live-verified at the Mode 2 smoke gate, so no identifier→UUID
3155
+ resolution layer remains; `issueRelationCreate` receives issue UUIDs captured at issue-create
3156
+ time, as it is not verified for identifiers). **PR numbers stay `int`** under `pr.number`
3157
+ everywhere — PRs are GitHub-universal. Concretely:
3158
+
3159
+ - Every `--json` envelope emits string issue ids, with the id fields renamed for honesty:
3160
+ `plan-save`'s `issue.number` → **`issue.id`**; `learn capture`'s `learn_issue.number` →
3161
+ **`learn_issue.id`** (and `plan_issue` is a string); `objective create`/`show`'s
3162
+ `objective.number` → **`objective.id`**; `pr submit`/`pr land`'s top-level `issue` stays keyed
3163
+ `issue` but is a string; `pr land`'s `objective` sub-object `number` → **`id`** (string|null)
3164
+ and `learn.closed` carries string ids; `objective reconcile`'s `objective`/`comment_id` are
3165
+ strings; `learn docs --gather`'s `learn_numbers` carries string ids. TS decoders
3166
+ (`planSave.ts`/`learn.ts`/`land.ts`/`objectiveSave.ts`/`learnDocs.ts`) are lockstep-strict on
3167
+ the string shapes.
3168
+ - CLI plan/objective arguments parse through the shared opaque-id validators
3169
+ (`resume_cmd.parse_plan_id` / `objective/shared.parse_objective_id`): strip `#`/whitespace;
3170
+ reject only empty or worktree-unsafe ids (`/`, `.`, `..`) — no int parse. The supervisor's
3171
+ in-flight resolution treats any non-empty node `pr` backlink as the plan id.
3172
+ - Plan worktrees are `plan-<id>` for any id shape (`plan-ENG-123` exploits Linear's branch-name
3173
+ auto-link when the GitHub integration is installed); `worktree wipe` matches `^plan-(\S+)$`.
3174
+ - **Land closure branches per backend.** GitHub keeps the squash footer `Closes #N` autoclose
3175
+ **for default-branch merges** (byte-identical); when the PR's base is a **non-default** branch
3176
+ (GitHub does not autoclose there), perk additionally performs the same explicit fail-open
3177
+ `close_issue` on the plan issue that non-github backends always get. Non-github backends get a
3178
+ plain `Plan: <id> — <url>` footer (no commit magic words — Linear's commit-linking needs a
3179
+ non-assumable webhook) **plus** that explicit fail-open close after the merge
3180
+ (`_close_plan_issue_on_land`, surfaced as the envelope's `plan_issue_closed: bool`; idempotent
3181
+ beside autoclose or any tracker Done-on-merge automation).
3182
+ - The live validation surface is `tests/test_linear_lifecycle.py` (the stateful
3183
+ `FakeLinearWorkspace` offline suite) plus the manual live smoke gate runbook.
3184
+
3185
+ ## §8.22 · Linear agent-session emission (Objective #252, Node 5.1 — stretch)
3186
+
3187
+ An **opt-in, fail-soft, one-way** mirror of an implement run into Linear's Agents UI
3188
+ (`perk/backends/linear/agent.py` — Python-plane only; the warm TS doors delegate to the Python hooks, so
3189
+ there is no TS twin).
3190
+
3191
+ - **The gate** (checked inside every emitter): the worktree's stamped
3192
+ `cache.plan-ref.provider == "linear"` (the stamped provider, never config — the Node 3.1 rule)
3193
+ **and** a non-empty **`LINEAR_AGENT_TOKEN`** env var. Without the token, behavior is
3194
+ byte-identical to today (dormant by default; "additive only").
3195
+ - **`LINEAR_AGENT_TOKEN` env contract**: an OAuth `actor=app` access token from a user-created
3196
+ Linear agent application — a personal `LINEAR_API_KEY` is rejected by Linear's agent API. Sent
3197
+ in the OAuth `Authorization: Bearer <token>` header form (`LinearClient(bearer=True)`;
3198
+ personal-key requests keep the plain header byte-identically). Environment only — never
3199
+ config/committed files. No new config keys, no doctor check — the live smoke gate
3200
+ is the verification surface.
3201
+ - **The file**: `.pi/workflow/agent-session.json` (cache tier, §8.1) —
3202
+ `{"session_id": str, "issue": str, "url": str | null}`, written at session create
3203
+ (`cache.write_agent_session`/`read_agent_session`). Absent at a follow-up hook → fail-soft
3204
+ skip with a stderr note (known consequence: a remote-run-created session is invisible to a
3205
+ later local land — that land's emission skips).
3206
+ - **The four hook sites**:
3207
+ 1. **implement start (local)** — `launch.launch_stage`, cold-local block, `stage.id ==
3208
+ "implement"` → `agentSessionCreateOnIssue` on the plan issue + one `thought` activity;
3209
+ 2. **implement start (remote)** — `run_worker.run_worker` beside `report_started`, with the
3210
+ GitHub Actions run URL as an `externalUrls` entry; a **nonzero** worker exit additionally
3211
+ emits an `error` activity beside `report_terminal` (otherwise a failed remote drive leaves
3212
+ the session dangling-active); a zero exit emits nothing terminal (the in-run `perk pr
3213
+ submit` delegation already emitted the PR activity);
3214
+ 3. **submit** — `pr submit`'s `_pr_submit_impl` (never on `--dry-run`) → an `action` activity
3215
+ (PR opened) + `agentSessionUpdate.addedExternalUrls` with the PR link;
3216
+ 4. **land** — `pr land`'s `_pr_land_impl` (never on `--dry-run`) → a `response` activity
3217
+ ("PR #n squash-merged." + the objective-node summary line when any).
3218
+ - **The fail-soft guarantee**: every emitter is fully wrapped (the
3219
+ `_reconcile_objective_on_land` fail-open discipline) — it never raises and never changes the
3220
+ host command's result/exit code/`--json` payload; failures print one loud-but-non-fatal stderr
3221
+ note (`perk linear-agent: <what> skipped (non-fatal): <exc>`).
3222
+ - **Known limits + deferrals** (flagged in the module docstring): GraphQL field signatures are
3223
+ substring-pinned offline and verified live only at the smoke gate; Linear marks sessions
3224
+ `stale` ~30 min after the last activity (accepted, not mitigated); `perk address` emission,
3225
+ the `agentSessionUpdate.plan` checklist, elicitation activities, retry/backoff, and any
3226
+ webhook receiver (perk never *responds* to Linear prompts) are all deferred.
3227
+
3228
+ ## §8.23 · The file-first plan contract (the three plan backends; Objective #339)
3229
+
3230
+ A consolidation-by-reference of the file-first plan pipeline Phase 1–2 of Objective #339 built.
3231
+ The normative detail lives in §8.1 ("File-first plan save" + the `plan_draft` carve-out), §8.3
3232
+ (the `approvalSave` seam + the warm claim carrier), and §8.10 (the interactive save discipline) —
3233
+ with the plannotator/Node 2.5/2.6 Status blocks in contracts-history.md §8.10; this section is the
3234
+ one-stop current shape.
3235
+
3236
+ - **The artifact.** The working plan lives in the session data dir as `plan-draft.md`
3237
+ (`PLAN_DRAFT_ARTIFACT`, `extension/factories/planDraft.ts`), written **only** by the `plan_draft` tool
3238
+ through the session-data accessor seam (`writeSessionArtifact`: file + provenance pointer in one
3239
+ gesture), and consumable **only** via its validated provenance pointer
3240
+ (`readSessionArtifact` — digest-validated, fail-open) (→ §8.1).
3241
+ - **The two resolution chains + the asymmetry law.** **Save** surfaces resolve
3242
+ artifact → `plan` param → transcript scrape (the universal fail-open last resort)
3243
+ (`resolvePlanSource`, → §8.1 "File-first plan save"). **Review** surfaces resolve
3244
+ artifact → param **only** — the transcript tier is excluded because an approval auto-saves the
3245
+ reviewed bytes, and scraped conversation bytes must never be what gets approved (→ §8.10's
3246
+ plannotator Status block).
3247
+ - **The review door + the approval seam.** `plan_review` (in `READ_ONLY_TOOLS`; backend-neutral,
3248
+ `extension/factories/planReview.ts`) dispatches: plannotator-selected → the event-bus bridge; **any**
3249
+ other selection → the first-party `ctx.ui.editor` review. APPROVED (either backend) runs
3250
+ `approvalSave` (`extension/factories/planSave.ts`): save → D1a gate exit on success (→ §8.3). The
3251
+ `/plan-save` command is the **manual failsafe** invocation of the same seam, taking only an
3252
+ optional title argument.
3253
+ - **The three backends.** All three speak review-first
3254
+ (`plan_draft` → `plan_review` → auto-save on approval):
3255
+
3256
+ | provider id | authoring context | review surface | fail-open arm |
3257
+ |---|---|---|---|
3258
+ | `perk-plan` | `PLAN_AUTHORING_CONTEXT` | first-party in-TUI review | present + `/plan-save` |
3259
+ | `plannotator-plan` | `PLAN_ADAPTER_PLANNOTATOR_CONTEXT` | browser bridge | present + `/plan-save` |
3260
+ | `tombell-plan` | `PLAN_ADAPTER_TOMBELL_CONTEXT` (conditioned injection, Node 2.6) | first-party in-TUI review | present + `/plan-save` (incl. tombell's own interactive `/plan` `setActiveTools` restriction arm) |
3261
+
3262
+ - **Link/`consumed_learn` recovery carriers.** Approval-triggered saves carry **no model params**;
3263
+ the **cold** `handoff_extra` carrier (→ §8.2) and the **warm** `objective_node_claim` carrier
3264
+ (→ §8.3) recover `objective_id`/`node_id` with identical semantics — fill both-or-neither,
3265
+ explicit values win outright (even one — never mixed), fail-open (a malformed carrier never
3266
+ blocks a save). `consumed_learn` rides the cold handoff (`_consumed_learn_from_handoff`).
3267
+
3268
+ §8.10's per-node Status blocks remain the historical record of how each piece landed; this section
3269
+ is the consolidated **current** contract.
3270
+
3271
+ ## §8.24 · The objective-storage tier (the `ObjectiveStore` seam; Objective #548)
3272
+
3273
+ perk's durable state lives in two conceptually distinct populations: the **issue-tracking tier**
3274
+ (plan/learn issues — the `IssueBackend` contract, §8.21) and the **objective-storage tier**
3275
+ (objectives — the `ObjectiveStore` contract, this section). Today a single backend stores **both**
3276
+ as issues, so the tiers are behaviorally fused; the split exists so a Phase 3 store can make a
3277
+ Linear **Project** a canonical objective (not just an issue). Objective #548 Node 2.1 shipped the
3278
+ dormant contract; Node 2.2 made it live; Node 2.3 (this section) amends the contract + user-docs.
3279
+
3280
+ The two tiers are **named distinctly** at the boundary: the objective tier drops the issue tier's
3281
+ `_issue` method suffix (`find_objective`/`create_objective`, not `find_objective_issue`) and renames
3282
+ the id field `issue_id → objective_id` everywhere, because the stored thing is an objective — a
3283
+ GitHub issue **or** a Linear Project.
3284
+
3285
+ **The contract module** (`perk/backends/objective_store.py`, Node 2.1, dormant — mirrors the
3286
+ `issue_backend.py` dormant-then-extract precedent: the contract ships dormant, a later node extracts
3287
+ the concrete backend behind it):
3288
+
3289
+ - The `ObjectiveStore` `Protocol`: `backend_id: str` plus **twelve** keyword-only methods —
3290
+ `find_objective` / `create_objective` / `get_objective` / `update_objective_header` /
3291
+ `update_objective_node` / `update_objective_body` / `add_objective_node` / `save_node_plan` /
3292
+ `close_objective` / `post_status_update` / `detect_objective_drift` / `repair_objective_drift`
3293
+ (`objective_id` everywhere; the last two added at Node 4.4 — see the amendment). `add_objective_node` inserts
3294
+ a new roadmap node (auto-assigned `<phase>.<n>`, appended within the phase) — the rare
3295
+ node-insertion surface used sparingly during reconciliation (prose-guarded, no audit gate).
3296
+ Each concrete store inserts into the thing it stores: the GitHub + issue-backed Linear stores
3297
+ re-render the roadmap block; the project-backed store materializes a new node-**issue** under the
3298
+ phase milestone. `save_node_plan` + `close_objective` were added
3299
+ at Node 3.4 (see the Node 3.4 amendment): `save_node_plan` is the node↔plan **unification** write
3300
+ (returns the node-issue ref for a unifying store, **`None`** for a store that does not unify — the
3301
+ single "doesn't unify" signal), and `close_objective` retires the objective's **own** entity on
3302
+ completion (each backend closes the thing it actually stores). `post_status_update` was added at
3303
+ Node 4.3 (see the Node 4.3 amendment): it posts a human-readable status update to the objective's
3304
+ native update surface, returning `True` when posted and `False` for a store with no such surface
3305
+ (GitHub, issue-backed Linear) or a `dry_run`.
3306
+ - Six frozen result dataclasses: `ObjectiveRef` (`id`/`url`/`existed`), `ObjectiveState`
3307
+ (`id`/`url`/`title`/`header`/`nodes`), `ObjectiveHeaderUpdate`, `ObjectiveNodeUpdate`,
3308
+ `ObjectiveBodyUpdate`, `ObjectiveNodeAdd` (`objective_id`/`node_id`/`comment_updated`/`dry_run`).
3309
+ - One backend-neutral error type: `ObjectiveStoreError`.
3310
+
3311
+ **The state-ownership invariants** (the four contract disciplines every concrete store MUST honor):
3312
+
3313
+ - **Constructor-bound repo context.** Methods take no `repo_root`; a store instance is constructed
3314
+ for exactly one repo (GitHub binds `repo_root` as the `gh` cwd; Linear binds team/API-key config
3315
+ at construction).
3316
+ - **String ids at the boundary.** Every objective/comment id crossing the boundary is a `str`
3317
+ (GitHub's issue numbers stringified; a Linear Project id is natively a string).
3318
+ - **Backend-owned opaque header values.** The `header` dict is opaque `dict[str, object]`;
3319
+ header-embedded values (e.g. the objective-body comment id) are backend-owned — a caller must
3320
+ never interpret them.
3321
+ - **Error discipline.** Mutations raise `ObjectiveStoreError`; lookups return `… | None` for
3322
+ not-found and **raise** on infra failure — never mask an error as `None`. Concrete stores map
3323
+ their native errors into `ObjectiveStoreError` at their boundary.
3324
+
3325
+ **The concrete stores + the facade refactor** (Node 2.2):
3326
+
3327
+ - `GitHubObjectiveStore` (`perk/backends/github/objective_store.py`) — **late-bound delegation** to
3328
+ the GitHub objective substrate (`perk/backends/github/objectives.py`, a sibling) plus the
3329
+ plan/issue substrate for `read_objective_source`/`close_objective` (a GitHub objective IS an
3330
+ issue); these are the same functions the fused `IssueBackend` used (the equivalence lock: the
3331
+ GitHub writes are byte-for-byte the prior behavior); `repo_root` constructor-bound; string-id
3332
+ boundary with an `int()` edge conversion; `GitHubError → ObjectiveStoreError` verbatim via
3333
+ `_translate`. Carries `backend_id = "github"`.
3334
+ - The **Linear facade refactor** (`perk/backends/linear/`): a shared `_LinearIssueOps`
3335
+ substrate (client + caches + issue helpers); `LinearIssueBackend` as a thin facade over its
3336
+ `_ops`; and `LinearObjectiveStore` with its own `_LinearIssueOps`, the six objective methods, and
3337
+ `IssueBackendError → ObjectiveStoreError` per-method message-verbatim. Both carry
3338
+ `backend_id = "linear"`. The issue-backed `LinearObjectiveStore` is **kept dormant since Node
3339
+ 3.4** (directly-constructable, still unit-tested) — the resolver's Linear arm now constructs the
3340
+ project-backed `LinearProjectObjectiveStore` (see the Node 3.4 amendment below).
3341
+
3342
+ **The resolver.** `resolve_objective_store(repo_root)` (`perk/backends/resolve.py`, alongside the
3343
+ issue-tier `resolve_issue_backend`) dispatches on the **`[issues]` selection** (§8.21):
3344
+ `github → GitHubObjectiveStore`; `linear →
3345
+ LinearProjectObjectiveStore` (project-backed, since Node 3.4). Single-sourced:
3346
+ `resolve_objective_store_id` re-exports `resolve_issue_backend_id` rather than reading a separate
3347
+ config key, because an objective and its plan/learn issues share **one** tracker; project-vs-issue
3348
+ is **not** separately selectable — it is simply what "linear" now means for objectives. Every
3349
+ objective consumer routes through `resolve_objective_store(repo_root)`.
3350
+
3351
+ **The `backend_id` stamping rule.** `ObjectiveStore.backend_id` is stamped **verbatim** into
3352
+ `cache.plan-ref.provider` — mirroring `IssueBackend.backend_id` (§8.21): "the backend that wrote the
3353
+ objective is the backend that gets stamped." The objective tier and the issue tier share the stamp
3354
+ vocabulary because (today) they share the backend.
3355
+
3356
+ **Node 3.4 amendment — the project-backed Linear objective is live; node↔plan unification; close
3357
+ through the store.** The resolver's Linear arm is flipped to `LinearProjectObjectiveStore`, so
3358
+ **every** Linear objective is now a Linear **Project** (overview = `objective-header` +
3359
+ Reconcilable prose; the roadmap is materialized as one **node-issue** per node, each carrying an
3360
+ `objective-node` block; phases = milestones; explicit `depends_on` = blocking relations). GitHub is
3361
+ unchanged.
3362
+
3363
+ - **Node↔plan unification (`save_node_plan`).** In the project model a roadmap node already *is* a
3364
+ Linear issue, so an **objective-linked** `plan-save` writes the plan **into that node-issue**
3365
+ rather than minting a second `perk:plan` issue: the `plan-header` block is merged into the
3366
+ node-issue description (Linear-safe inline-code), the plan body is upserted as a single node-issue
3367
+ comment, and the node-issue's **title** (its roadmap identity `"{id}: …"`), `objective-node`
3368
+ block, and prose are untouched (node-issues carry **no** `perk:plan` label — discovered by project
3369
+ membership + the node block). `cache.plan-ref.pr_id` then points at the **node-issue**, and the
3370
+ implement→submit→land loop runs against it. `save_node_plan` returns the node-issue ref for a
3371
+ unifying store and **`None`** otherwise (`GitHubObjectiveStore` + issue-backed
3372
+ `LinearObjectiveStore` always return `None`; the caller falls back to the standalone path). A
3373
+ `dry_run` returns `None` (resolving the node-issue needs a network read). **Standalone
3374
+ (non-objective) `plan-save` is byte-unchanged.**
3375
+ - **The node→plan backlink is the node-issue's own identifier.** `get_objective` derives a node's
3376
+ `pr` as `canonical_pr(identifier)` whenever the node-issue carries a `plan-header` block (a plan
3377
+ was saved into it), else `None` — self-referential (the plan *is* the node-issue) and stable
3378
+ across `pr submit` overwriting `plan-header.pr` with the GitHub PR number, so the land-path match
3379
+ (`nodes_for_pr(nodes, plan_ref.pr_id == identifier)`) holds with no change to `nodes_for_pr` /
3380
+ `pr submit` / `pr land`.
3381
+ - **`close_objective` removes the issue-tier leak.** Objective completion (the `pr land`
3382
+ close-on-complete and the `perk objective run` `complete` branch) now closes through
3383
+ `store.close_objective`, never `IssueBackend.close_issue`: `GitHubObjectiveStore` **closes** the
3384
+ GitHub objective issue (byte-identical to the prior close); the issue-backed `LinearObjectiveStore`
3385
+ moves the objective issue to its Done state; `LinearProjectObjectiveStore` **marks the Linear
3386
+ Project complete** (`projectUpdate(state:"completed")`) — a Project is not an issue. Fail-open is
3387
+ preserved (a close failure never changes the land result).
3388
+ - The objective id is the opaque **Project UUID** across `active_objective` / `--objective-id` /
3389
+ the handoff / `cache.plan-ref.objective_id` — no numeric/`ENG-`-shape assumption anywhere.
3390
+ - **Realized:** the `projectUpdate(state)` mark-complete is **live-verified 2026-06-16** (Node 5.1
3391
+ Mode-4 gate 4.6, `set_project_state`); the **docs/user-docs** operator narrative for the
3392
+ project-backed objective lifecycle was **reconciled in Node 5.2** (this node).
3393
+
3394
+ **Node 4.3 amendment — phase→milestone sync seam + fail-open Project Updates.** Two additive,
3395
+ **non-fatal** enrichments to the Linear project-backed objective (GitHub unchanged: no Project
3396
+ Updates, no milestone seam). Every Linear write added here is best-effort — a failure is logged
3397
+ loud-but-non-fatal to stderr and **never** changes the command's result (a Linear bookkeeping
3398
+ failure never breaks a merge or a node transition).
3399
+
3400
+ - **phases → milestones is a name-keyed lookup-or-create seam.** `_LinearProjectOps.ensure_phase_milestone(*, project_id, name, known=None)`
3401
+ reuses an existing milestone for `name` or creates one. **Name is the deterministic key** —
3402
+ milestone order is NOT insertion order (the 1.4 finding) — and the canonical name source is
3403
+ `objective.enrich_phase_names(prose, [key])` (the overview's `### Phase N: …` headers, falling
3404
+ back to `phase_label` → `"Phase N"`). `create_objective` routes its create-time milestone loop
3405
+ through the seam with a **seeded-empty `known`**, so its network calls stay byte-identical to the
3406
+ prior blind-create loop (no extra `project_milestones` read). The seam is the **"kept in sync on
3407
+ node add"** primitive a future `add_node`-to-an-existing-objective will reuse (with `known=None`)
3408
+ — load-bearing, not fiction; `objective.add_node` stays caller-less in this node. **No
3409
+ phase-key→id registry** — name is the dedup key. The phase-header-text-drift duplicate-milestone
3410
+ edge (reconciliation rewrites a `### Phase N:` header → the stored milestone name no longer
3411
+ matches the re-derived name → a duplicate) is **Node 4.4's** drift-detection + repair concern.
3412
+ - **fail-open Project Updates** (`post_status_update` → `_LinearProjectOps.create_project_update`,
3413
+ the `projectUpdateCreate` mutation; `input = {projectId, body}` only — the `health` field is
3414
+ deliberately **omitted**) are posted on three transitions: **objective created** (`perk objective
3415
+ create`, fresh-create only — skipped on the idempotent found-existing path), **a plan lands**
3416
+ (`_reconcile_objective_on_land` in `pr land`, posted once when ≥1 node was marked, isolated like
3417
+ the existing close fail-open), and **reconciliation runs** (`perk objective reconcile`, on a real
3418
+ non-dry-run update). Bodies come from pure backend-neutral composers in `perk/objective/render.py`
3419
+ (`objective_created_update_body` / `plan_landed_update_body` / `reconciled_update_body`) computed
3420
+ from counts the call site already holds — **no extra network reads**. There is **no** plan-save
3421
+ Project Update (out of this node's scope).
3422
+ - **Realized:** `projectUpdateCreate` / `set_project_state` / `list_projects` are **live-verified
3423
+ 2026-06-16** (Node 5.1 Mode-4 gates 4.1 / 4.3 / 4.5 / 4.6).
3424
+
3425
+ **Node 4.4 amendment — the objective manifest + drift detection/repair (`perk objective doctor`).**
3426
+ A Linear Project's roadmap is *observed* state (node-issues, blocking relations, milestones) that a
3427
+ human can edit out from under perk. To detect that divergence, the project overview now persists an
3428
+ authoritative **`objective-manifest`** block (inline-code, between the `objective-header` block and
3429
+ the Reconcilable region) — the intended roadmap's **structural identity**: per node `id` / `slug` /
3430
+ `description` + the explicit `depends_on` edge set (always a list), plus a `phases` map pinning the
3431
+ canonical milestone name per `phase_key_str` (`"2A.1" → "2A"`). `status`/`pr` are **excluded** (they
3432
+ are live/observed state, not identity). Drift is `diff(manifest, observed)`; repair makes the
3433
+ observed state match the manifest for **safe, unambiguous** cases only (perk never *invents*
3434
+ information it has no authority to invent). GitHub + the issue-backed Linear store edit their
3435
+ roadmap atomically with the body — **no divergence surface** — so both new methods are empty no-ops
3436
+ there (the `save_node_plan → None` / `post_status_update → False` precedent).
3437
+
3438
+ - **The pure drift engine** (`perk/objective/drift.py`, fully offline — no network/clock/Click): the
3439
+ store builds an `ObservedSnapshot` (the one network step) and `detect_drift(snapshot)` returns a
3440
+ `DriftReport` of `DriftCondition`s, each carrying a stable machine `code` (`DriftCode`), a
3441
+ `severity` (error/warning/info), `node_id`/`target`, a `message`, and a **`repairable`** flag. A
3442
+ malformed manifest (`MANIFEST_MALFORMED`) or an absent one (`MANIFEST_ABSENT`) short-circuits — no
3443
+ baseline to diff. The catalog of codes: `MANIFEST_ABSENT` (repairable: backfill) ·
3444
+ `MANIFEST_MALFORMED` · `MISSING_NODE_ISSUE` (repairable: recreate) · `DUPLICATE_NODE_IDS` ·
3445
+ `MISSING_NODE_STATUS_BLOCK` · `BLOCKING_RELATION_CYCLE` (manifest-enriched: names the human-added
3446
+ edges) · `UNKNOWN_BLOCKER_REFERENCE` · `DEPENDENCY_MISSING_IN_LINEAR` (repairable: create
3447
+ relation) · `DEPENDENCY_EXTRA_IN_LINEAR` · `DELETED_PHASE_MILESTONE` (repairable: recreate +
3448
+ reattach) · `RENAMED_PHASE_MILESTONE` · `OVERVIEW_MARKER_DAMAGE`.
3449
+ - **Two new `ObjectiveStore` methods + two result dataclasses.** `detect_objective_drift(*,
3450
+ objective_id) → DriftReport` and `repair_objective_drift(*, objective_id, dry_run=False) →
3451
+ RepairResult`. `RepairResult` = `applied: tuple[RepairAction,…]` / `failed: RepairAction | None` /
3452
+ `remaining: tuple[DriftCondition,…]` / `aborted: bool` / `dry_run: bool`; `RepairAction` =
3453
+ `code` / `node_id` / `error` (the write-failure message on the failed action only). Repairs apply
3454
+ in a deterministic order — a manifest backfill short-circuits everything, else milestone → node-
3455
+ issue → dependency (parents before edges), then by node id — and **fail loud**: the first failed
3456
+ Linear write stops the batch (`aborted=True`, the failing condition in `failed`); `applied` records
3457
+ what landed before the abort (durable + idempotent on re-run). A `dry_run` plans the would-apply
3458
+ set without any write. Node-issue recreation is **deferred-edge**: all missing node-issues are
3459
+ created first, then a single post-loop sweep restores every manifest edge **touching a recreated
3460
+ node** that Linear still lacks — in **both** directions (the recreated node's own `depends_on` AND
3461
+ an already-existing dependent's edge to it). Detection cannot raise a `DEPENDENCY_MISSING_IN_LINEAR`
3462
+ action while either endpoint is absent (it only diffs deps between two observed nodes), so the
3463
+ recreate path owns those edges; observed↔observed missing edges stay with the explicit dependency
3464
+ repair (the sweep skips edges whose endpoints are both already-observed, so no double-create). The
3465
+ drain fails loud on a genuinely unresolvable endpoint, never silently skips.
3466
+ - **Two new project ops** (`_LinearProjectOps`, **offline-covered / not-yet-live-proven** — see the
3467
+ correction below): `project_issues_with_milestones` (a `project_issues` sibling joining each node-issue's
3468
+ `projectMilestone`) and `attach_issue_to_milestone` (the deleted-milestone reattach — bare
3469
+ boundary identifier through `_request_issue_mutation`, mirroring post-#622 `attach_issue_to_project`;
3470
+ **no `uuid_for`**, deleted in #622). A recreated missing node-issue uses `_create_issue_raw` to
3471
+ capture the UUID for the UUID-only `issueRelationCreate`.
3472
+ - **Manifest sync on the live write paths.** `create_objective` writes the manifest at create;
3473
+ `add_objective_node` appends the new node's entry (pinning a brand-new phase's name) and — because
3474
+ **the manifest is the phase-name authority for an existing phase** — attaches the node to the
3475
+ manifest-pinned milestone for an already-pinned phase (`enrich_phase_names` only seeds the name for
3476
+ a brand-new phase, so an external overview edit can't divert the node to a wrong/new milestone);
3477
+ `update_objective_node` syncs a node's manifest **description** on a description change (a
3478
+ status/pr-only change does **not** touch it); `update_objective_body` (reconcile) refreshes the
3479
+ `phases` pins to **match** the spliced overview in the **same** write — the overview is the
3480
+ authority on a reconcile, so a pin tracks exactly what `enrich_phase_names` derives, **including
3481
+ reverting to the `Phase N` default** when a reconcile removed/defaulted a header (never preserving
3482
+ a now-stale custom name). Every sync is a clean no-op on a pre-manifest objective (no manifest
3483
+ block); `doctor --fix` backfill is the path that adopts one.
3484
+ - **The worker.** `perk objective doctor <id> [--fix] [--dry-run] [--json]` — detect-only by
3485
+ default; `--fix` applies the repairable repairs; `--dry-run` (with `--fix`) plans them. `--json`
3486
+ emits `{success, error_type, objective, drift: [condition…], fix: null | {applied, failed,
3487
+ remaining, aborted, dry_run}}` to stdout; human text to stderr. Exit `0` ran (drift, even
3488
+ ERROR-severity report-only drift, is a clean report) · `1` op-failure or an **aborted** repair ·
3489
+ `2` not-a-repo.
3490
+ - **Live-unverified (corrected):** the two new project ops (`project_issues_with_milestones`,
3491
+ `attach_issue_to_milestone`) were added in #624 **after** the Node 5.1 gate ran. The Node 5.1
3492
+ Mode-4 run executed with the drift doctor design-only and substituted a `get_objective`
3493
+ perturbation baseline (gate 4.9) for the doctor run, so these two ops were **not** verified at 5.1
3494
+ and remain **offline-covered / not-yet-live-proven** — a live-unverified follow-up (no Phase-5
3495
+ gate now covers them).
3496
+
3497
+ **Node 5.2 amendment — Phase 5 close-out (docs-only reconciliation).** Phase 5 closed Objective
3498
+ #548. Node 5.1 (PR #610) **live-proved** the four targeted Project ops on 2026-06-16 (Mode-4 gates
3499
+ 4.1–4.10: `list_projects`, `create_project_update`, `set_project_state`, `_workflow_state_id` both
3500
+ directions). Node 5.2 (this node) finalized the contract + `docs/user-docs/` against what was built
3501
+ and live-verified, relocated the three Linear docs (`linear-masterplan.md`,
3502
+ `the-road-to-using-linear-projects-as-objectives.md`, `linear-smoke-gate.md`) into `docs/planning/`,
3503
+ and annotated the two historical memos as realized. No production logic changed. The two drift ops
3504
+ above remain the one honest live-unverified residual.
3505
+
3506
+ **Idiomatic-Linear amendment (#669) — attribution, attachments, labels, prose-first metadata.**
3507
+ Additive, **Linear-only** (every GitHub-backed render path is byte-identical; the only cross-plane
3508
+ artifact touched is this contract). perk authenticates with a personal `LINEAR_API_KEY`, so the
3509
+ actor is the human user; these changes make perk's footprint read as native:
3510
+
3511
+ - **Attribution = the API-key user (the viewer).** `LinearClient.viewer_id()` resolves + caches
3512
+ the viewer UUID (`query { viewer { id } }`, mirroring `team_id` memoization). **Every**
3513
+ perk-created issue (plan, learn, objective-issue, node-issue — all through
3514
+ `_create_issue_raw`) sets `assigneeId` to the viewer, so it appears in the user's *My Issues*;
3515
+ **every** project (`create_project`) sets `leadId` to the viewer.
3516
+ - **Project `startDate` at create.** `create_project` sets `startDate` to today (ISO `YYYY-MM-DD`),
3517
+ the prerequisite for Linear's project graph; target date stays unset (perk has no deadline
3518
+ signal).
3519
+ - **Project lifecycle → Started on first node work.** `LinearProjectObjectiveStore.update_objective_node`
3520
+ best-effort advances the Project to `started` (`set_project_state`) when a node enters a
3521
+ `started`-type status (planning/in_progress/blocked per `_NODE_STATUS_STATE_TYPE`). Forward-only
3522
+ (it only ever writes `started`; completion is owned by `close_objective`), idempotent, and
3523
+ fail-open. The node-status workflow-state mirror beside it (which nudges the node-issue's Linear
3524
+ state to match the new status) is likewise fail-open, but its failures now print one
3525
+ loud-but-non-fatal stderr note (`perk linear: node status mirror skipped`); the project-lifecycle
3526
+ nudge itself stays a silent `suppress` (a truly-opportunistic forward-only write).
3527
+ - **Workspace-scoped perk labels.** `_ensure_label_id` omits `teamId` on create, so the five
3528
+ `perk:*` labels are created at workspace level (Linear's cross-team-label guidance); the lookup
3529
+ is unscoped, so a pre-existing team-scoped label still counts (no duplicate).
3530
+ - **The fifth label `perk:objective-node`.** Roadmap node-issues now carry it (additive
3531
+ human-filterability — discovery is still by project membership + the `objective-node` block, so
3532
+ `get_objective` is unaffected). It joins `_PERK_LABELS` (init / `doctor --fix` / readiness ensure
3533
+ it) and is applied at `create_objective`, `add_objective_node`, and node-issue drift-recreation.
3534
+ - **Native PR attachments (idempotent by URL).** `_LinearIssueOps.create_attachment(issue_id, *,
3535
+ url, title, subtitle=None)` issues `attachmentCreate` (a sidebar card; re-creating the same URL
3536
+ updates in place — no id to track). `LinearIssueBackend.update_plan_header` posts one
3537
+ best-effort, **fail-open** when the stamped `pr` resolves to a GitHub PR (title `GitHub PR #N`,
3538
+ subtitle the PR state). This single seam covers both a standalone Linear plan issue and a unified
3539
+ node-issue (both stamp `pr` here). The attachment is bookkeeping — a Linear/PR-lookup failure
3540
+ never fails the header stamp, and prints one loud-but-non-fatal stderr note
3541
+ (`perk linear: PR attachment skipped`).
3542
+ - **Prose-first metadata composition.** Linear bodies now render the human prose **first**, the
3543
+ machine blocks after: the project overview is `Reconcilable(prose)` then `objective-header` +
3544
+ `objective-manifest`; node-issues are `description` (prose) then the `objective-node` block.
3545
+ Reads are position-independent (`find_metadata_block` / `replace_reconcilable_section` scan by
3546
+ marker), and the manifest-backfill insert (`_insert_or_replace_manifest`) places the manifest
3547
+ **after** the Reconcilable region. The GitHub `style="html"` `<details>` render is unchanged.
3548
+ - **Deferred — the collapsed-toggle render.** Wrapping the Linear metadata blocks in a native
3549
+ collapsible toggle (the true `<details>` analog) depends on an **undocumented** markdown
3550
+ round-trip and is gated on the live smoke gate (Mode 5).
3551
+ Per the plan's safe-degradation, prose-first ships now and the toggle is deferred until the live
3552
+ round-trip is proven lossless (else dropped). Becoming a true Linear **Agent** (`actor=app`) is a
3553
+ separate, out-of-scope follow-up.
3554
+
3555
+ ## §8.25 · The human-engagement read contract (Objective #682, Node 1.2)
3556
+
3557
+ A backend-neutral **READ** surface for human engagement — comments, description edits, and
3558
+ agent-session activities — added to **both** the `IssueBackend` (`issue_id`) and `ObjectiveStore`
3559
+ (`objective_id`) seams. Implemented honestly on the **Linear issue backend** over GraphQL; every
3560
+ other implementer ships a clean empty/no-op conforming impl (honest — **no flow consumers** wire it
3561
+ in Node 1.2; the consuming flows arrive in Phase 2+). Anchored on the Node 1.1 inventory.
3562
+
3563
+ **Result dataclasses** (`perk/backends/engagement.py` — a pure module importing nothing from the
3564
+ backend tiers, so both protocols + every implementer import it without re-coupling the deliberate
3565
+ issue-tier ↔ objective-tier split). All frozen:
3566
+
3567
+ - `EngagementComment(id, body, created_at, edited_at: str | None, author)` — `edited_at` flags an
3568
+ edited comment.
3569
+ - `DescriptionEdit(created_at, author, diff: str | None)` — `diff` is `None` when the backend
3570
+ exposes no inline diff (Linear's issue history carries none — a flagged limit).
3571
+ - `AgentActivity(id, created_at, kind: str, body: str | None, signal: str | None)` — `kind` is the
3572
+ backend's activity-content type discriminator (Linear's content-union `__typename`).
3573
+ - `StopSignalIndicator(stopped: bool, at: str | None)` — **derived** from the activities.
3574
+ - `AgentSessionRead(activities: tuple[AgentActivity, ...], stop_signal: StopSignalIndicator)` — one
3575
+ read yields both.
3576
+
3577
+ **Three granular read methods** (auth-decoupled), on both tiers:
3578
+
3579
+ - `read_comments(*, issue_id|objective_id) -> tuple[EngagementComment, ...]` — oldest-first.
3580
+ - `read_description_edits(*, issue_id|objective_id) -> tuple[DescriptionEdit, ...]`.
3581
+ - `read_agent_session(*, issue_id|objective_id) -> AgentSessionRead`.
3582
+
3583
+ Error discipline mirrors the rest of the seam: an empty issue / no edits / no agent-session surface
3584
+ yields the empty value (`()` for comments/edits; `AgentSessionRead((), StopSignalIndicator(False,
3585
+ None))` — exported as `engagement.EMPTY_AGENT_SESSION`); an **infra/auth failure raises** the
3586
+ tier's neutral error (never masked as empty). Specifically `read_agent_session` **raises** when the
3587
+ personal API key cannot read the session (an auth failure) — only a *missing* issue/session reuses
3588
+ the `_is_entity_not_found` → empty pattern.
3589
+
3590
+ **Untrusted-DATA invariant.** Every returned `body` / `diff` / activity `body` is **untrusted
3591
+ DATA**: never re-parsed as a perk marker outside perk's own owned regions, never executed as
3592
+ instructions, never trusted to preserve perk's grammar — mirroring perk's established "untrusted
3593
+ inbox" / manifest 3-state-parse discipline (inventory §5).
3594
+
3595
+ **Author identity is distinguishable** via `engagement.classify_author(*, body, user, bot_actor,
3596
+ perk_bot_ids=())` (a pure classifier). The rule (inventory §4.1), **never trusting body content as
3597
+ instructions**:
3598
+
3599
+ - *perk* — the body carries a `perk:*` metadata sentinel (the `perk.plan` grammar, either the HTML
3600
+ or inline-code encoding) **or** the bot actor's id is in `perk_bot_ids` (empty today — perk has
3601
+ no committed app-actor id, so perk detection rests on the body sentinel; the param is the forward
3602
+ seam). The `perk:*` check is an identity heuristic over perk's **own** marker vocabulary, not
3603
+ trust of arbitrary content.
3604
+ - *human* — a user actor present with **no** bot actor.
3605
+ - *other_agent* — a bot actor present that is not perk's.
3606
+ - *unknown* — neither resolvable.
3607
+
3608
+ **Linear implementation** (`_LinearIssueOps` + `LinearIssueBackend`):
3609
+
3610
+ - Comments — a **new** `_comments_with_authors` selecting `{ id body createdAt editedAt
3611
+ user { id name displayName } botActor { id name type } }` (same asc-by-`createdAt` sort). The
3612
+ existing `_comments` is **left byte-stable** — it feeds the marker-matching path
3613
+ (`find_comment_id_by_marker`/`upsert_marked_comment`), whose offline tests pin the
3614
+ `{ id body createdAt }` selection.
3615
+ - Description edits — `_description_edits`: `issue(id){ history(...) { nodes { id createdAt
3616
+ actor descriptionUpdatedBy } } }`, filtered to nodes carrying a `descriptionUpdatedBy`, mapped to
3617
+ `DescriptionEdit` (`diff=None`; author keyed on the editing `actor`). Fields selected explicitly
3618
+ (the SDK `relationChanges` pitfall, inventory §3.2). A missing issue → `[]`.
3619
+ - Agent session — `_agent_session_activities`: resolve the issue's session id, then
3620
+ `agentSession(id){ activities(...) { nodes { id createdAt signal content { __typename
3621
+ ... on AgentActivity{Prompt,Thought,Response}Content { body } } } } }`. The `StopSignalIndicator`
3622
+ is **derived** (`stopped` when any activity carried `signal == "stop"`; `at` = the first such
3623
+ activity's `created_at`). **Auth caveat (inventory §6.2):** whether the personal API key can read
3624
+ `agentSession.activities` is live-unproven — the live smoke settles it.
3625
+
3626
+ **Honest-now vs dormant.** `LinearIssueBackend` is honest. `GitHubIssueBackend` is now honest for
3627
+ comments + description edits (Node 1.3), both via read-only `gh api graphql`: comments from
3628
+ `IssueComment` (`lastEditedAt` → the `edited_at` flag; `author { __typename databaseId login }` →
3629
+ the bot/human discriminator + opaque id), description edits from `Issue.userContentEdits`
3630
+ (`editedAt` / `editor` / a best-effort `diff` — GitHub may return null). `gh api graphql` does not
3631
+ auto-template `{owner}/{repo}`, so the queries pass explicit `owner`/`name`/`number` variables
3632
+ (cursor-paginated); a not-found issue folds to `()`. `perk_bot_ids` stays empty (perk has no
3633
+ committed GitHub app actor — perk-authored content is detected by its body sentinel). Agent
3634
+ sessions stay a clean GitHub no-op (no agent-session surface). All objective stores
3635
+ (`GitHubObjectiveStore`, the dormant `LinearObjectiveStore`, the live `LinearProjectObjectiveStore`)
3636
+ ship empty — honest project-level reads land with their Phase-2 consumer (Node 2.3). Conformance is
3637
+ ty-enforced across every implementer + fake (the whole-repo `ty check` oracle).
3638
+
3639
+ **No** new config key / command / door / provider in Node 1.2 → **no** `docs/user-docs/` or
3640
+ `perk-expert` change (the user-facing surface arrives with the Phase-2 consumers).
3641
+
3642
+ ## §8.26 · Node-issue engagement in `/objective-plan` (Objective #682, Node 2.1)
3643
+
3644
+ The **first flow consumer** of the §8.25 read contract: `/objective-plan` surfaces a roadmap
3645
+ node-issue's **pre-planning** human engagement as untrusted DATA into the plan-authoring context, so
3646
+ the authored plan comprehends any human feedback left on the node-issue **before** perk planned it.
3647
+ Linear-first — GitHub (single-issue objectives) and the dormant issue-backed Linear store cleanly
3648
+ no-op.
3649
+
3650
+ **Node-keyed read.** A new `ObjectiveStore.read_node_engagement(*, objective_id, node_id) ->
3651
+ NodeEngagement` (the §8.25 reads are keyed on the whole objective/issue; this one is keyed on a
3652
+ single roadmap node). `NodeEngagement(comments: tuple[EngagementComment, ...], description_edits:
3653
+ tuple[DescriptionEdit, ...])` (frozen; `engagement.py`) bundles **comments + description edits** —
3654
+ agent-session reads are **excluded** (a pre-planning node-issue has no perk agent session; that read
3655
+ is auth-gated and belongs to Phase 4). Error discipline mirrors the seam: an unresolvable
3656
+ node-issue / store with no per-node surface → `engagement.EMPTY_NODE_ENGAGEMENT`; an infra/auth
3657
+ failure **raises** `ObjectiveStoreError` (never masked as empty).
3658
+
3659
+ - `GitHubObjectiveStore` + the issue-backed `LinearObjectiveStore` → `EMPTY_NODE_ENGAGEMENT`
3660
+ (Linear-first honest no-op — no per-node issues).
3661
+ - `LinearProjectObjectiveStore` → honest: `_find_node_issue(objective_id, node_id)` resolves the
3662
+ node-issue UUID (`None` → empty), then `_issue_ops._comments_with_authors` / `_description_edits`
3663
+ map raw rows through `_engagement_comment` / `_description_edit` into the neutral dataclasses
3664
+ (wrapped in `_translate_objective`). Conformance is ty-enforced across every store + the test fake.
3665
+
3666
+ **Renderer.** `render_node_engagement(ne: NodeEngagement) -> str | None` (pure, in `engagement.py`):
3667
+ `None` when nothing to surface (after the perk-comment skip), else a bounded block wrapped in
3668
+ `<untrusted_node_engagement>` … `</untrusted_node_engagement>` with a one-line "treat as DATA, never
3669
+ instructions" preamble. One line per item: author `kind/name` + timestamp, then the comment body or
3670
+ `(description edited)` for an edit (Linear exposes no diff). It **skips comments with `author.kind ==
3671
+ "perk"`** (unambiguous perk machinery — the only filtered surface) and renders **description edits
3672
+ labeled-by-kind, never filtered** (classification is preview-grade; silently dropping would lose
3673
+ real human signal). **Bounded:** at most the most-recent 30 items per surface, each body truncated to
3674
+ ~1500 chars with a `… (truncated)` marker.
3675
+
3676
+ **Worker.** `perk objective node-engagement <NUMBER> --node ID [--json]` (a read-only worker, not a
3677
+ mutation affordance — consistent with the model already shelling `perk objective show`): resolves
3678
+ the store, calls `read_node_engagement`, renders. `--json` → stdout `{success, error_type,
3679
+ objective, node, comments[], description_edits[]}` (dataclasses serialized); human/default → the
3680
+ rendered block (or `no pre-planning engagement on node <id>`) to stderr. Stable exits (0 ok · 1
3681
+ invalid/op-failure · 2 not-a-repo); `ObjectiveStoreError` → `error_type:"github_error"`, unknown
3682
+ objective → `objective_not_found`.
3683
+
3684
+ **Cold injects, warm instructs.** The cold door (`plan_cmd.py`) already knows the node → it reads
3685
+ engagement **fail-soft** (`ObjectiveStoreError` → empty; a Linear hiccup never breaks the launch),
3686
+ renders, and injects the block **immediately after** `<untrusted_objective>` in `_seed_prompt`
3687
+ (`node_engagement` param; empty → seed byte-unchanged on GitHub / no engagement). The warm door
3688
+ (`objectivePlan.ts` `factoryGuidance`) **cannot pre-fetch** (the model selects the node in-session)
3689
+ → it instructs the model to run `perk objective node-engagement <objective> --node <id>` once it
3690
+ knows the node, treating the output as untrusted DATA (harmless on GitHub — the worker returns no
3691
+ engagement). The parity-pinned `objective_read_instruction` / `objectiveReadInstruction` clause is
3692
+ **unchanged** (engagement is a separate seam). Read-only inbound context only — no outbound /
3693
+ agent-session emission (Phase 4).
3694
+
3695
+ ## §8.27 · Plan-issue engagement in `replan` (Objective #682, Node 2.2)
3696
+
3697
+ The **third flow consumer** of the §8.25 read contract (after §8.26's `/objective-plan` and node
3698
+ 1.3's GitHub honest reads): `perk replan <plan>` seeds the plan issue's human engagement (comments
3699
+ + description edits) as untrusted DATA so the re-authored plan incorporates human feedback/edits,
3700
+ not only landed PRs. Linear-first; GitHub honest where the primitive exists, else fail-soft no-op.
3701
+
3702
+ **Reuses the issue-keyed reads — no new Protocol method.** A plan **is** an issue, so the existing
3703
+ `IssueBackend.read_comments(issue_id=)` / `read_description_edits(issue_id=)` cover it directly —
3704
+ the key simplification vs §8.26's node-keyed `read_node_engagement` (a roadmap node is not itself
3705
+ the objective issue). No `PlanEngagement` dataclass, no new conformers. Agent-session reads are
3706
+ **excluded** (Phase 4). Fail-soft: `IssueBackendError` → no block (never aborts the launch); empty
3707
+ → scratch + seed byte-unchanged.
3708
+
3709
+ **Renderer.** `render_plan_engagement(comments, edits) -> str | None` (pure, in `engagement.py`) —
3710
+ the §8.26 renderer's twin sharing the private `_render_engagement` helper: same ≤30-items/surface
3711
+ bound, ~1500-char body truncation + `… (truncated)` marker, same **perk-comment skip** and
3712
+ **description-edits labeled-by-kind, never filtered** rules; wrapped in `<untrusted_plan_engagement>`
3713
+ … `</untrusted_plan_engagement>`. `render_node_engagement`'s output stays byte-identical (pinned by
3714
+ a `test_engagement.py` byte-stability assert).
3715
+
3716
+ **Cold-only injection (no warm door).** `replan` is a dedicated cold door (no registry stage, no
3717
+ `objectivePlan.ts`-style warm half). It reads engagement up front — **including on `--dry-run`**,
3718
+ which materializes the real artifact (replan's dry run is not offline) — and **appends** the
3719
+ rendered block to the materialized `.pi/workflow/scratch/replan-<id>.md` after `</untrusted_plan>`
3720
+ (the scratch-file-native home, vs §8.26's inline-seed injection — replan centers on the scratch
3721
+ file the session `read`s). The seed's step 1 points at the block only when present (empty → seed
3722
+ byte-unchanged).
3723
+
3724
+ **Don't-churn unchanged.** Engagement is a new re-investigation *input*, not a new skip-rule clause;
3725
+ the perk-replan skill's "skip if nothing material changed" rule is left verbatim.
3726
+
3727
+ ## §8.28 · Objective + node-issue engagement in `/objective-reconcile` (Objective #682, Node 2.3)
3728
+
3729
+ The **fourth flow consumer** of the §8.25 read contract (after §8.26's `/objective-plan`, node
3730
+ 1.3's GitHub honest reads, and §8.27's `replan`): the post-merge `/objective-reconcile` pass
3731
+ comprehends **human engagement on the objective + its node-issues** (comments + description edits)
3732
+ as untrusted DATA, not only the landed PR diff. The section-boundary discipline (only the
3733
+ marker-bounded **Reconcilable** prose region is rewritten) and the skip-if-nothing-stale rule are
3734
+ unchanged. Linear-first; GitHub honest where the primitive exists.
3735
+
3736
+ **Honest objective-keyed reads (no new Protocol method).** The §8.25 objective-keyed
3737
+ `read_comments` / `read_description_edits` — empty stubs since 1.2 — become honest:
3738
+
3739
+ - **GitHub** (`GitHubObjectiveStore`): the objective IS a single issue, so `read_comments` /
3740
+ `read_description_edits` reuse `github.read_issue_comments` / `github.read_description_edits` +
3741
+ the shared `issues.py` mappers (`_engagement_comment` / `_description_edit`) over the objective
3742
+ issue. `read_node_engagement` stays a clean no-op (single-issue objective — no per-node issues).
3743
+ - **Linear** (`LinearProjectObjectiveStore`): `read_comments` is honest over the **Linear
3744
+ project's comments** (`_LinearProjectOps._project_comments`, an author-aware cursor-paginated read
3745
+ mirroring the issue `_comments_with_authors` selection, oldest-first); `read_description_edits`
3746
+ stays an honest **empty** `()` — Linear projects expose no description-edit-history primitive
3747
+ analogous to issue `history.descriptionUpdatedBy` (the edit signal lives on the node-issues, which
3748
+ the per-node sections carry — a flagged preview-grade deferral, live-proven at node 4.3). The
3749
+ dormant issue-backed `LinearObjectiveStore` reads are unchanged.
3750
+
3751
+ **Project Updates are NOT read.** Linear Project Updates (`projectUpdates`) are perk's own outbound
3752
+ status feed (`post_status_update` posts them on create/land/reconcile), so reading them back would
3753
+ surface perk's own bookkeeping — explicitly declined. Node 2.3 surfaces project **comments** (human
3754
+ discussion) + node-issue comments/edits only.
3755
+
3756
+ **Per-node reuse.** The worker composes the existing node-keyed `read_node_engagement` (§8.26)
3757
+ looped over **every** roadmap node (reconcile rewrites the whole roadmap prose, so feedback on any
3758
+ node-issue is relevant; empty per-node surfaces are skipped). Accepted cost: on Linear each
3759
+ `read_node_engagement` re-scans project issues via `_find_node_issue`, so all-nodes ≈ N scans —
3760
+ tolerable for an interactive post-merge worker; a batched single-fetch is a possible follow-up.
3761
+
3762
+ **Aggregate renderer.** `render_objective_engagement(*, project_comments, project_description_edits,
3763
+ node_engagements) -> str | None` (pure, in `engagement.py`) emits ONE block wrapped in
3764
+ `<untrusted_objective_engagement>` … `</untrusted_objective_engagement>`: a `project:` sub-section
3765
+ (only when non-empty) then a `node <id>:` sub-section per node (only when non-empty), `None` when
3766
+ **every** surface is empty after the perk-skip. It shares the private `_engagement_item_lines`
3767
+ helper (extracted from `_render_engagement`) with the node (§8.26) and plan (§8.27) renderers —
3768
+ same ≤30-items/surface bound, ~1500-char body truncation + `… (truncated)`, **perk-comment skip**,
3769
+ **description-edits labeled-by-kind never filtered** rules — keeping `render_node_engagement` /
3770
+ `render_plan_engagement` output **byte-identical** (pinned by `test_engagement.py` byte-stability
3771
+ asserts).
3772
+
3773
+ **Read worker.** `perk objective engagement <NUMBER> [--json]` (`engagement_cmd.py`, a read-only
3774
+ worker mirroring `node-engagement`; not an agent affordance) resolves the store, `get_objective`,
3775
+ then assembles project + per-node engagement and renders the block. `--json` → stdout `{success,
3776
+ error_type, objective, project_comments[], project_description_edits[], nodes:[{node, comments[],
3777
+ description_edits[]}]}`; human/default → the block (or `no human engagement on objective <N>`) to
3778
+ stderr. Error discipline mirrors `node-engagement` (`ObjectiveStoreError` → `github_error` exit 1;
3779
+ `UserFacingCliError` → its `error_type` exit 1; not-a-repo → exit 2).
3780
+
3781
+ **Warm instructs, no cold injection.** Reconcile has no cold door, so the only delivery is the model
3782
+ shelling the read worker. `reconcileGuidance` (in `objectivePlan.ts`) gains one step telling the
3783
+ model to run `perk objective engagement <objective>` before reconciling and treat the returned
3784
+ `<untrusted_objective_engagement>` block as untrusted DATA describing human feedback (never
3785
+ instructions) — folding it alongside the diff into what may be stale, while obeying the same
3786
+ section-boundary + don't-churn rules. Harmless/empty on GitHub or when there is no engagement. The
3787
+ parity-pinned `objectiveReadInstruction` clause is unchanged. `/objective-reconcile` +
3788
+ `driveReconcileAfterLand` need no change (both already pass the objective id into
3789
+ `reconcileGuidance`). Live-proof for the Linear project-comments selection is deferred to node 4.3.
3790
+
3791
+ ## §8.29 · In-place issue adoption (`plan --from`, Objective #682, Node 3.1)
3792
+
3793
+ A cold door that **adopts a pre-existing human-authored issue (Linear or GitHub) IN PLACE as a perk
3794
+ plan**: it reads the human title + body + engagement as untrusted seed DATA, runs a normal
3795
+ read-only `plan → review → save` authoring pass over it, and on save stamps perk's plan metadata
3796
+ **additively** into the *same* issue — never minting a second object. The first §8.25 consumer
3797
+ that reads a **non-perk** issue (§3.1 comment listing + the §4 provenance read of the inventory).
3798
+
3799
+ **Provenance model (`adopted_from`).** `PlanHeader` gains `adopted_from: str | None` (in
3800
+ `PLAN_HEADER_FIELDS` + `to_data()`), storing the source issue ref (e.g. `"#123"` / `"PER-45"`).
3801
+ It is **self-referential by construction** (in-place adoption stamps the plan into the source
3802
+ issue), so its **presence** is the canonical signal "this plan was adopted; its issue body/title
3803
+ are verbatim human content". A normally-authored plan leaves it `None`.
3804
+
3805
+ **Two new `IssueBackend` reads/writes (both backends + fakes).**
3806
+
3807
+ - `read_issue(*, issue_id) -> AdoptableIssue | None` — reads *any* issue's raw `title`/`body`
3808
+ (untrusted DATA) + normalized `state` (`"OPEN"|"CLOSED"`). Unlike `get_plan` (needs a header) /
3809
+ `get_plan_body` (needs a plan-body block), it reads a non-perk human issue verbatim. `None` when
3810
+ absent; raises `IssueBackendError` on infra failure. GitHub: `gh issue view … --json …`; Linear:
3811
+ `issue(id:)` mapped to the neutral shape.
3812
+ - `adopt_issue_as_plan(*, issue_id, header_fields, plan_markdown, callout, command, dry_run) ->
3813
+ IssueRef` — the in-place additive stamp (mirrors `ObjectiveStore.save_node_plan`): (a) ensure +
3814
+ **add** the `perk:plan` label (never replaces the issue's existing labels); (b) stamp the
3815
+ `plan-header` block additively into the issue **body** (human prose preserved verbatim, **title
3816
+ untouched**); (c) idempotently prepend the `perk impl <id>` callout above the body; (d) upsert
3817
+ the `plan-body` comment carrying the authored markdown. Returns `IssueRef(existed=True)`.
3818
+ Idempotent on re-save; GitHub stamps HTML-encoded, Linear inline-code (Linear-safe).
3819
+
3820
+ **The cold door (`perk plan from <issue>`).** A dedicated launcher verb in the `plan` hybrid group
3821
+ (mirrors `replan`/`resume`; `from` is a valid Click command string). It performs every Linear/GitHub
3822
+ read up front (the read-only plan-mode session has no `gh`/Linear access), then re-launches the
3823
+ `plan` stage seeded to author a plan over the materialized source. It **refuses** when: the issue is
3824
+ not found (`adopt_not_found`), not OPEN (`adopt_not_open`), or already a perk plan
3825
+ (`has_metadata_block(body, plan-header)` → `already_a_plan`, hinting `perk plan replan <id>`).
3826
+ Engagement is read fail-soft (`render_adopted_engagement` → `<untrusted_adopted_issue_engagement>`;
3827
+ `IssueBackendError` → omitted). The source is materialized to `scratch/adopt-<issue_id>.md` (title +
3828
+ body wrapped in `<untrusted_adopted_issue>` + the optional engagement block). A **fresh** `run_id`
3829
+ is minted (vs `replan` reusing the original); the default `binding_trigger` (`stage:plan`) fires the
3830
+ `perk-plan` nudge. `--dry-run` materializes + prints the seed, launches nothing (reads are real,
3831
+ like `replan`). `--remote` is rejected (local-only, resolved up front).
3832
+
3833
+ **The save (rides the handoff).** The `plan from` door stashes `adopt_from` in the run **handoff**,
3834
+ so the adoption link survives **every** save surface (the `/plan-save` command, the `plan_save`
3835
+ tool, approval-driven save — all forward only `{plan, title}`). `perk plan save` gains
3836
+ `--adopt-from <issue>` + `_adopt_from_handoff` recovery (explicit flag wins, else the handoff key).
3837
+ When set on a real save, `_plan_save_impl` sets `header.adopted_from`, calls
3838
+ `adopt_issue_as_plan(...)`, **skips** `create_plan_issue` (`updated=True`, `labels=(perk:plan,)`,
3839
+ `cache.plan-ref.pr_id = adopt_from`). **Mutual exclusion:** `--adopt-from` with
3840
+ `--objective-id`/`--node-id` is rejected (`invalid_input`) — the node-unification path is the
3841
+ in-place writer for objective nodes; the two in-place semantics never mix. `--dry-run` composes +
3842
+ prints the header/body (now including `adopted_from`) without writes.
3843
+
3844
+ **Doctor (awareness note, not a check).** An adopted plan is identified by a populated
3845
+ `adopted_from` plan-header field; `doctor` does **not** rewrite or validate the human prose/title —
3846
+ the substantive deliverable is this contract section, not a new validating check.
3847
+
3848
+ **Backend parity.** Honest on **both** GitHub and Linear (+ clean fake conformers). Live validation
3849
+ is a preview-grade observation here (Mode 7); final live
3850
+ proof is node 4.3.
3851
+
3852
+ ## §8.30 · In-place objective adoption (`objective author --from`, Objective #682, Node 3.2)
3853
+
3854
+ The **objective-level analog of §8.29**: it adopts a **pre-existing human source** — a Linear
3855
+ **Project** (and its issues) or a GitHub **issue** — IN PLACE as a perk objective. It reads the
3856
+ human prose + existing issues as untrusted seed DATA, runs a normal read-only objective-authoring
3857
+ pass, and on save stamps perk's objective metadata **additively** into the *same* source, mapping
3858
+ existing issues to roadmap nodes where the author chose, and **never minting a second
3859
+ project/issue**. Linear is the first-class path (project + child issues); GitHub is bounded (single
3860
+ issue, no children).
3861
+
3862
+ **Surface.** A `--from <source>` **flag on `objective author`** (not a new `objective from` verb —
3863
+ an accepted divergence from §8.29's `plan from` verb): it keeps `objective author` the single
3864
+ authoring entry point and matches the node title. When `--from` is absent the door is byte-unchanged
3865
+ (the existing authoring seed).
3866
+
3867
+ **Provenance model (`adopted_from`).** `ObjectiveHeader` gains `adopted_from: str | None` (in
3868
+ `OBJECTIVE_HEADER_FIELDS` + `to_data()`), storing the **source ref**: a Linear project UUID
3869
+ (projects have no human identifier) or a GitHub issue ref (`"#<n>"`). Self-referential by
3870
+ construction; its **presence** is the canonical signal "this objective was adopted; the
3871
+ `Adopted-from` Immutable note holds the original human content". A normally-authored objective
3872
+ leaves it `None`.
3873
+
3874
+ **The mapping carrier (`adopt_issue` + `parse_adopt_mapping`).** An optional per-node `adopt_issue`
3875
+ field on the structured roadmap maps a node to an **existing** project issue (its id/identifier). It
3876
+ is carried **separately** from `ObjectiveNode` (which stays pristine — used pervasively in
3877
+ rendering/manifest/drift): the pure `objective.parse_adopt_mapping(raw) -> dict[str, str]` extracts
3878
+ `{node_id: source_issue_id}` from the same raw roadmap shape `parse_structured_roadmap` accepts. The
3879
+ TS `ROADMAP_PARAM_SCHEMA` (`additionalProperties: false`, shared by `objective_save` +
3880
+ `objective_draft`) gains `adopt_issue` so the field is not rejected at the tool boundary; `roadmap`
3881
+ flows through as `unknown[]`, so the field survives unchanged to the Python cold door.
3882
+
3883
+ **The verbatim-preservation model.** Decisions: (4) the model authors the objective's Reconcilable
3884
+ prose (the human source prose is seed DATA); (5) the source's **original** overview/body is captured
3885
+ verbatim into an `Adopted-from` **Immutable** archive note appended **below** the closing
3886
+ Reconcilable marker (`objective.render_adopted_overview_note`, a perk HTML-comment marker that
3887
+ round-trips through `to_linear_markdown` → inline-code; empty `original` → `""`), never rewritten by
3888
+ reconcile. Mapped issues' titles/bodies are independently preserved verbatim by the additive
3889
+ `objective-node` block stamp.
3890
+
3891
+ **The adoptable-source read contract (two new `ObjectiveStore` methods + result shapes).**
3892
+
3893
+ - `AdoptableSourceIssue` (`id`, `identifier`, `url`, `title`, `body`) — one pre-existing project
3894
+ issue (untrusted DATA). `AdoptableObjectiveSource` (`id`, `url`, `title`, `prose`, `issues`) —
3895
+ the source overview/body + its existing issues (`issues` empty on GitHub).
3896
+ - `read_objective_source(*, source_id) -> AdoptableObjectiveSource | None` — reads *any*
3897
+ pre-existing source (Linear project / GitHub issue) verbatim for adoption (the objective-tier
3898
+ twin of `IssueBackend.read_issue`). `None` when absent; raises on infra failure. Returned even
3899
+ when CLOSED — the cold door does the not-open refusal. A store with no project-source surface
3900
+ (the dormant issue-backed Linear store) returns `None`.
3901
+ - `adopt_source_as_objective(*, source_id, title, prose, run_id, status, base, roadmap_nodes,
3902
+ adopt_map, dry_run) -> ObjectiveRef | None` — stamps perk's objective metadata **additively** into
3903
+ the source IN PLACE. Returns the source's `ObjectiveRef` (`existed=True` on idempotent re-save via
3904
+ `run_id`); returns **`None`** for a store that does not support in-place adoption (the dormant
3905
+ issue-backed Linear store — the unambiguous "doesn't adopt" signal, mirroring `save_node_plan →
3906
+ None`). `dry_run` returns `None` (the source read is a network op; the cold door's `--dry-run` is
3907
+ offline). An empty roadmap raises (the storage backstop).
3908
+
3909
+ **Backend matrix (three implementers + fakes, ty-enforced).**
3910
+
3911
+ - **GitHub (bounded single-issue):** `read_objective_source` maps `github.read_issue` to the neutral
3912
+ source (`prose` = issue body, `issues=()`). `adopt_source_as_objective` → `github
3913
+ .adopt_issue_as_objective` (mirrors `create_objective_issue` + `adopt_issue_as_plan`): idempotency
3914
+ via `find_objective_issue(run_id=)`; read the issue body verbatim; compose `<human body verbatim>`
3915
+ + `objective-header` (`adopted_from="#<n>"`, `objective_comment_id: null`) + `objective-roadmap`
3916
+ blocks, **add** the `perk:objective` label (never replace), title untouched; post the
3917
+ `objective-body` comment (`render_body_comment(nodes, prose=<model prose>)` + the
3918
+ `render_adopted_overview_note(<original body>)` below the Reconcilable markers + the
3919
+ `perk objective plan <n>` callout prepended), backfill `objective_comment_id`. `adopt_map` is
3920
+ ignored (no child issues).
3921
+ - **Linear project-backed (full):** `_LinearProjectOps.project_issues_for_adoption` (a sibling of
3922
+ `project_issues` selecting `title` too; the byte-stable `project_issues` left untouched).
3923
+ `read_objective_source` → the project overview `content` + its issues. `adopt_source_as_objective`
3924
+ composes the new overview preserving the original verbatim (`to_linear_markdown(`
3925
+ Reconcilable(`<model prose>`) + `objective-header`(`adopted_from=source_id`) + `objective-manifest`
3926
+ + `render_adopted_overview_note(<original overview>)` below the markers `)`), `update_project
3927
+ _content` (in place, NOT `create_project`), prepends the callout; one milestone per phase via
3928
+ `ensure_phase_milestone` seeded from `project_milestones` (de-dupe against existing); for each
3929
+ node in `node_sort_key` order a **mapped** node stamps the `objective-node` block additively into
3930
+ the existing issue (title/body verbatim, description PATCH + `perk:objective-node` label added +
3931
+ phase-milestone attach), an **unmapped** node mints a fresh node-issue; blocking relations per
3932
+ explicit `depends_on`. Raises on an `adopt_issue` id not in the project (fail-loud). Idempotent on
3933
+ `run_id`.
3934
+ - **Issue-backed Linear (dormant):** both `read_objective_source` and `adopt_source_as_objective`
3935
+ return `None` (honest no-op; keeps `ty` green).
3936
+
3937
+ **The cold door (`perk objective author --from <source>`).** Reads the source up front
3938
+ (`require_github`; the read-only session has no Linear/`gh`), then re-launches the
3939
+ `objective-author` stage seeded to author over the materialized source. It **refuses**:
3940
+ `adopt_not_found` (source `None`); GitHub-only `adopt_not_open` (the source issue is CLOSED, via the
3941
+ issue tier's `read_issue.state` — skipped for Linear projects, which have no OPEN/CLOSED);
3942
+ `already_an_objective` (the source prose already carries an `objective-header` block);
3943
+ `adopt_unsupported` (a `None` adoption return — in practice the resolver never returns the dormant
3944
+ store). Project-level engagement is read fail-soft (`render_adopted_engagement(comments, ())` →
3945
+ `<untrusted_adopted_issue_engagement>`; `ObjectiveStoreError` → omitted; per-issue engagement is
3946
+ Node 4.3's live concern). The source is materialized to `scratch/objective-adopt-<source_id>.md`
3947
+ (title + prose in `<untrusted_adopted_objective>` + a `<untrusted_adopted_project_issues>` listing +
3948
+ the optional engagement block). The seed instructs the model to author the prose + roadmap, mapping
3949
+ existing issues via each node's `adopt_issue`. `--dry-run` materializes + prints the seed, launches
3950
+ nothing; `--remote` is rejected (local-only, resolved up front).
3951
+
3952
+ **The save (rides the handoff).** The door stashes `adopt_from` in the run **handoff**, so the link
3953
+ survives the `objective_save` tool path (which forwards only `{prose, roadmap, title, base,
3954
+ run-id}` — no TS tool change for `adopt_from`). `perk objective create` gains `--adopt-from
3955
+ <source>` + `_adopt_from_handoff` recovery (explicit flag wins, else the handoff key). On a real
3956
+ save it parses `adopt_map = parse_adopt_mapping(raw)` from the same `--roadmap` JSON and calls
3957
+ `adopt_source_as_objective(...)`, **skipping** `create_objective`; a `None` return →
3958
+ `adopt_unsupported`. The fail-open `post_status_update` on fresh-create still fires (adoption
3959
+ produces a fresh perk objective, `existed=False`). `--dry-run` falls through to the offline
3960
+ `create_objective(dry_run=True)` compose-preview (the writer returns `None` on dry-run). No
3961
+ mutual-exclusion guard is needed (`objective create` has no `--node-id`).
3962
+
3963
+ **Backend parity.** Honest on **both** GitHub and Linear (+ clean fake conformers). Live validation
3964
+ is preview-grade here (Mode 8); final live proof is Node
3965
+ 4.3 — no new config key, provider seam, or `EXPECTED_SURFACE` change (a flag, not a new
3966
+ command/verb).
3967
+
3968
+ ## §8.31 · The prompt render seam + golden parity (Objective #791, Node 1.2)
3969
+
3970
+ Two cross-plane **render seams** load prompt templates by explicit `name` (root-relative under
3971
+ `prompts/`, located via the node-1.1 resolvers `prompts_dir()` / `promptsDir()`) and render them
3972
+ with a small, fixed feature surface — `{{ var }}` substitution, `{% include %}`, and (as of
3973
+ Node 2.4) `{% if %}`/`{% elif %}`/`{% else %}` conditionals with string equality (`==`) and
3974
+ `or`/`not` (no loops yet). Every later node in this objective rides on this mechanism; this node
3975
+ proves it end-to-end on trivial fixture templates only — no real prompt content moves here.
3976
+
3977
+ - **Python:** `perk/prompts.py::render(name, variables)` over a module-level jinja2 `Environment`.
3978
+ - **TS:** `extension/substrate/prompts.ts::render(name, vars)` over a module-level nunjucks
3979
+ `Environment`. This module is imported **only** by its test in this node (no real prompt to render
3980
+ until Phase 2; wiring it into `extension/index.ts` would be dead code).
3981
+
3982
+ **Fail loudly on a missing var.** jinja2 uses `StrictUndefined` (raises `jinja2.UndefinedError`);
3983
+ nunjucks uses `throwOnUndefined: true`. A missing required variable is an error, never an empty
3984
+ string.
3985
+
3986
+ **jinja2 is the reference engine.** The committed golden files under `prompts/_fixtures/golden/`
3987
+ ARE jinja2's rendered output. The golden harness — `prompts/_fixtures/cases.yaml` listing
3988
+ `(template, vars, golden)` cases with committed golden-output files — is the byte-parity proof:
3989
+ `tests/test_prompts.py` asserts `jinja2-render == golden`, and
3990
+ `extension/substrate/prompts.test.ts` asserts `nunjucks-render == golden`. The frozen subset is
3991
+ "the jinja subset"; the future vendored TS renderer (node 4.2) must reproduce these same golden
3992
+ bytes. Golden outputs are **separate committed files** (not inline multiline YAML) because the TS
3993
+ harness reads `cases.yaml` through the vendored `miniYaml` reader, which throws on `|`/`>` block
3994
+ scalars; fixture vars are strings only in this node (sidestepping jinja2-vs-nunjucks non-string
3995
+ rendering divergence).
3996
+
3997
+ **Environment-config parity baseline** (both engines): `autoescape` off (prompts are plain text,
3998
+ never HTML-escaped), `trim_blocks` **on** (as of Node 2.4) so a block tag on its own line emits no
3999
+ spurious newline — conditional templates keep their `{% %}` tags off the content lines while
4000
+ preserving the content's own indentation — `lstrip_blocks` off, and jinja2 `keep_trailing_newline`
4001
+ on so jinja2 does not strip a trailing `\n` that nunjucks keeps — required for byte-parity.
4002
+ (`trim_blocks` only affects block-tag templates; the only such templates are `stages/learn.md`
4003
+ and the `with_include` fixture — every real arm template uses `{{ var }}` only and is unaffected.)
4004
+
4005
+ **Dependencies:** `jinja2` is a Python runtime dependency. `nunjucks` is a TS **runtime**
4006
+ dependency (`@types/nunjucks` dev-only for typing) **until node 4.2** vendors a zero-dependency
4007
+ renderer and removes it, restoring the bare-clone-loadable / zero-runtime-dependency invariant.
4008
+
4009
+ **First prompt moved onto the seam — the plan-read instruction (Node 2.1).** The cross-plane
4010
+ plan-read instruction (the "how do I read the saved plan" SSOT) is the first real (non-fixture)
4011
+ consumer of the render seam. Its three arm templates live at
4012
+ `prompts/common/plan-read/{github,linear,other}.md` — one file per provider arm, no
4013
+ conditionals/loops in the frozen subset. **Branching stays in code**: `perk/run/launch/prompts.py::
4014
+ _plan_read_instruction` and `extension/doors/lifecycleGates.ts::planReadInstruction` keep their
4015
+ `(provider, pr_id/prId, url)` signature and the same if/elif/else, each arm now a `render(...)` call
4016
+ selecting its arm template (passing `{pr_id, url}`; jinja2/nunjucks ignore unused vars). The helpers
4017
+ still branch on `cache.plan-ref.provider` — only the **wording source** moved.
4018
+
4019
+ The arm templates (and their golden files) carry **no trailing newline** — the helper returns
4020
+ single-line strings embedded mid-prompt, so the render output must equal the prior literal exactly
4021
+ (a deliberate departure from the fixture convention of trailing newlines). The three `plan-read-*`
4022
+ golden cases in `cases.yaml` prove cross-plane byte-identity for each arm; a thin per-arm selection
4023
+ test in each plane (`tests/test_worker_prompt_parity.py`, `extension/doors/lifecycleGates.test.ts`)
4024
+ proves the code picks the right arm and `render()` is wired. This golden-fixture parity (plus the
4025
+ selection tests) **replaces the prior dedicated substring parity** for plan-read; the
4026
+ implement/learn prompt parity suites are untouched (they embed the byte-identical helper output, so
4027
+ they keep passing — the downstream prompts move in nodes 2.2/2.4).
4028
+
4029
+ **Second prompt moved — the implement primer (Node 2.2).** The implement-stage primer wording lives
4030
+ at `prompts/stages/implement.md`, the second real consumer of the render seam. All three sites that
4031
+ used to hand-duplicate it — cold `perk/run/launch/prompts.py::_implement_prompt`, worker
4032
+ `extension/worker/worker.ts::initialPromptFor` (implement arm), and warm
4033
+ `extension/doors/lifecycleGates.ts::implementHandoffPrompt` — are now thin `render("stages/
4034
+ implement.md", {provider, pr_id, url, read_cmd})` calls. The prior warm/cold variance (the warm
4035
+ handoff omitting the "Progress markers:" tail) is reconciled by **unifying**: all three render the
4036
+ one template with the same vars, so they are **byte-identical** and the warm handoff now carries the
4037
+ progress markers too. `read_cmd` is the provider-selected plan-read instruction computed in code via
4038
+ the Node-2.1 helper — branching stays in code, no `{% if %}`/second template. The template and its
4039
+ golden (`implement-github`) carry **no trailing newline** (matching the prior cold/worker literal).
4040
+ One golden case proves the template renders identically in both planes; thin per-plane composition
4041
+ tests (start-with / contains read_cmd / ends-with the progress tail) prove each helper wires the
4042
+ right template + vars — together these **replace `IMPLEMENT_SUBSTRINGS`**. The pre-objective audit
4043
+ `docs/design/prompt-language-audit.md` (still describing warm as a shorter near-copy) is left as a
4044
+ frozen snapshot; this paragraph is the authoritative current-state note.
4045
+
4046
+ **The address prompt moved onto the seam — converging three consumers (Node 2.3).** The
4047
+ address-stage wording lives in two canonical templates `prompts/stages/address/{action,preview}.md`
4048
+ (each a complete body, no template logic; vars `{{ provider }}`, `{{ pr_id }}`, `{{ url }}`,
4049
+ `{{ model_clause }}`), rendered identically by **all three** address consumers via the shared
4050
+ render seam: the cold `perk/run/launch/prompts.py::_address_prompt`, the worker
4051
+ `extension/worker/worker.ts::initialPromptFor("address")`, and the warm
4052
+ `extension/doors/address.ts::addressGuidance`. Before this node the warm `/address` loop used a
4053
+ *different* wording; the three were **converged** onto one canonical body — the cold/worker
4054
+ structure (the PR-identity header a fresh headless worker needs) **plus** warm's Plan File Mode
4055
+ step, which now upgrades the cold/worker path too; warm loses its divergent framing. This is a
4056
+ deliberate wording change to all three surfaces; the *command/flag/config* surface of `/address`
4057
+ and `perk pr address` is unchanged.
4058
+
4059
+ **Branching stays in code** (the frozen subset has no conditionals): preview vs action is a
4060
+ template *selection* (`preview.md` for `--preview`, which omits the action steps including Plan
4061
+ File Mode; `action.md` otherwise), and the classifier present/absent split builds the
4062
+ `model_clause` render var in code (empty string when no `[subagents] review-classifier` model) —
4063
+ the clause's own wording is deferred to node 3.3. The worker has **no preview path** (preview is a
4064
+ warm/cold flag), so it always renders `action.md`.
4065
+
4066
+ **The warm door is now ref-aware and null-guarded.** The converged body carries the PR identity, so
4067
+ `addressGuidance` takes the active `PlanRef`; the `/address` handler resolves it via the same
4068
+ helper `doors/learn.ts` uses (`readPlanRef(ctx.cwd)` → fallback
4069
+ `rebuildWorkflowState(branchOf(ctx)).active_plan_ref`). A null ref reports a `warning` (mirroring
4070
+ the `/implement` guard) and sends no guidance — a strict improvement, since `/address` cannot
4071
+ function without a plan-ref regardless (the classifier child's `perk pr feedback` hard-errors
4072
+ `no_plan_ref`).
4073
+
4074
+ The two address templates (and their golden files) carry **no trailing newline** (the builders
4075
+ return mid-prompt strings). Four `address-*` golden cases in `cases.yaml` (action/preview × model
4076
+ present/absent) prove cross-plane byte-identity; thin per-plane selection tests prove each caller
4077
+ picks the right template and injects/omits the model clause, and the warm null-ref guard is
4078
+ covered. This golden-fixture parity **replaces the prior `ADDRESS_SUBSTRINGS` substring parity**.
4079
+
4080
+ **The objective-read instruction moved onto the seam (Node 2.5).** The cross-plane objective-read
4081
+ clause (the supplemental wording telling the model how to inspect a Linear-Project-backed
4082
+ objective's node-issues) moved off its two hand-duplicated twins onto the render seam, mirroring the
4083
+ plan-read move. The wording lives in a subdirectory at `prompts/common/objective-read/linear.md` —
4084
+ one arm file for the **linear** arm only (github and any non-linear backend return `""` directly in
4085
+ code without rendering, since `perk objective show` already covers them). **Branching stays in
4086
+ code**: `perk/cli/commands/objective/shared.py::objective_read_instruction` and
4087
+ `extension/factories/objectivePlan.ts::objectiveReadInstruction` keep their `(backend,
4088
+ objective_id/objectiveId, url)` signature and the `backend != "linear" → ""` early return; the
4089
+ linear arm computes the two **url-presence** render vars `where`/`fallback` in code (the frozen
4090
+ subset has no conditionals — mirroring the `model_clause` precedent) and renders the one template.
4091
+
4092
+ The template (and its golden files) carry **no trailing newline** — the helper returns a single-line
4093
+ string embedded mid-prompt, so the render output must equal the prior literal exactly (the
4094
+ `_seed_prompt`/`factoryGuidance`/`reconcileGuidance` composition tests embed it and keep passing).
4095
+ Two `objective-read-*` golden cases in `cases.yaml` (the linear arm, both url sub-variants) prove
4096
+ cross-plane byte-identity; the empty github/other arm stays code-only (no render → no golden) and is
4097
+ covered by the per-plane selection tests. Per-plane selection tests in each plane
4098
+ (`tests/test_objective_prompt_parity.py`, `extension/factories/objectivePlan.test.ts`) prove the
4099
+ code picks the right arm + computes where/fallback. This golden-fixture parity **replaces the prior
4100
+ `OBJECTIVE_LINEAR_SUBSTRINGS` substring lockstep** (which remains only as a local constant for the
4101
+ per-plane + seed-composition tests, no longer a cross-plane invariant). The `_seed_prompt` /
4102
+ `factoryGuidance` / `reconcileGuidance` body moves are deferred to Node 2.6.
4103
+
4104
+ **The learn primer moved onto the seam (Node 2.4).** The learn-stage primer wording moved off its
4105
+ two hand-concatenated twins onto the render seam — one canonical `prompts/stages/learn.md` rendered
4106
+ byte-identical by cold `perk/run/launch/prompts.py::_learn_prompt` and warm
4107
+ `extension/doors/learn.ts::learnGuidance` (learn has **no worker twin** — only cold + warm). Cold
4108
+ and warm are **unified onto the cold body**: warm `/learn` wording changed from its prior numbered
4109
+ "perk /learn —" style to the cold bullet "You are in the learn step…" body, the `other` arm
4110
+ collapsed to a single "Open the plan and its merged change" line (warm **lost** its prior `other`
4111
+ merged-PR derivation — an accepted change for the effectively-unreachable provider arm), and warm's
4112
+ no-plan-ref fallback folded into the same template. This node is the **first template to use
4113
+ conditionals**: the `{% if pr_id %}` header split and the no-ref / github+linear / other structure
4114
+ selection are the template's conditional on `provider` (+ `pr_id` presence); the provider read-line
4115
+ text is supplied as the `read_cmd` var from the node-2.1 plan-read helper (`_plan_read_instruction`
4116
+ / `planReadInstruction`), `read_cmd` passed always (empty string when absent) so it is defined. The
4117
+ template keeps each `{% if %}`/`{% elif %}`/`{% else %}`/`{% endif %}` tag on its **own line** (off
4118
+ the content lines) — enabled by the `trim_blocks` env flip above, which swallows the single newline
4119
+ after each block tag so the indented bullet content renders intact (whitespace-control `{%- -%}`
4120
+ markers alone could not — they also strip the bullets' leading indentation). The
4121
+ template and all four golden files carry **no trailing newline** (matching the cold literal). Four
4122
+ `learn-*` golden cases in `cases.yaml` (`learn-github`, `learn-linear`, `learn-other`,
4123
+ `learn-no-ref`) prove cross-plane byte-identity and **replace the dedicated learn substring parity**;
4124
+ thin per-plane selection/composition tests remain. nunjucks stays the TS engine — the golden suite
4125
+ is the byte-parity proof that jinja2 and nunjucks render the conditional template identically (the
4126
+ tag-hugging whitespace discipline keeps them equal with `trim_blocks`/`lstrip_blocks` off).
4127
+
4128
+ **The objective-plan factory seed + warm guidance moved onto the seam (Node 2.6).** The two
4129
+ hand-built objective-plan-factory prompt bodies — the **cold** seed
4130
+ (`perk/cli/commands/objective/plan_cmd.py::_seed_prompt`) and the **warm** guidance
4131
+ (`extension/factories/objectivePlan.ts::factoryGuidance`) — moved onto the render seam as the sixth
4132
+ real consumer. Unlike the implement (2.2) / learn (2.4) moves, they are **NOT unified**: the cold
4133
+ seed launches a *fresh* read-only session, so it **injects** the objective title + node description
4134
+ (the `<untrusted_objective>` block) and the pre-planning node-engagement block as DATA, and its node
4135
+ is already marked `planning` by the cold door; the warm guidance runs *in-session*, so it
4136
+ **instructs** the model to fetch the objective + node engagement and to mark the node `planning`
4137
+ itself. This **cold-injects / warm-instructs** asymmetry makes them genuinely different bodies, so
4138
+ they become **two arm files in a subdirectory** — `prompts/stages/objective-plan/{seed,guidance}.md`
4139
+ (filenames mirror the function names) — like 2.1/2.3/2.5 landed despite singular node titles. The
4140
+ **branching moved INTO the templates** as `{% if %}` conditionals (the learn-2.4 pattern, enabled by
4141
+ `trim_blocks`): block-level tags on their own lines (the cold engagement block, the warm
4142
+ node-selection line) and inline tags mid-line (the read clause, the explorer/model clause). The
4143
+ helpers now pass **raw** vars — `node_engagement` (the rendered block, `""` when absent),
4144
+ `read_clause` (the rendered linear clause, `""` for github/other), `model` (`""` when unset), and
4145
+ (warm) `node` (`""` → select-next) — while the in-code arm SELECTION
4146
+ (`objective_read_instruction` / `objectiveReadInstruction` backend logic) is unchanged. Both
4147
+ templates and their golden files carry **no trailing newline** (the prior literals had none). Four
4148
+ `objective-plan-*` golden cases in `cases.yaml` (seed/guidance × github/linear) prove cross-plane
4149
+ byte-parity across both arms of every conditional. The per-plane composition tests are **retained**
4150
+ (`OBJECTIVE_LINEAR_SUBSTRINGS` survives as a local constant feeding the per-plane selection +
4151
+ seed-composition tests); no cross-plane substring lockstep existed between the two different prompts,
4152
+ so none is removed.
4153
+
4154
+ **The learned-docs factory seed + warm guidance moved onto the seam (Node 2.7).** The two
4155
+ hand-built learned-docs-factory prompt bodies — the **cold** seed
4156
+ (`perk/cli/commands/learn/docs_cmd.py::_seed_prompt`) and the **warm** guidance
4157
+ (`extension/doors/learnDocs.ts::learnDocsGuidance`) — moved onto the render seam as the seventh real
4158
+ consumer. **Unlike 2.6 they are UNIFIED** (the implement-2.2 / learn-2.4 pattern): the cold/warm
4159
+ differences were all **superficial factory house-style** — header wording, a header blank line,
4160
+ step-number indentation, a cold-only "from this read-only session" qualifier, and the
4161
+ closing-paragraph phrasing — none load-bearing, so they were **converged away** onto the **cold-seed
4162
+ orientation form** rather than preserved behind conditionals. The warm guidance gained the "You are
4163
+ running…" header + the standalone closing paragraph ("Judgment, user interaction, and durable writes
4164
+ stay with you — never delegate them."), and the cold seed lost the `" "` step indent + the "from
4165
+ this read-only session" qualifier (the warm session is not read-only, so the qualifier was
4166
+ cold-only-accurate anyway; the bare "NEVER write the docs directly" is correct in both planes). The
4167
+ result is a single **flat** template `prompts/stages/learn-docs.md` with **zero `{% if %}`
4168
+ conditionals**; both planes pass the same two vars (`inbox_path`, `num_list`). The template and its
4169
+ golden carry **no trailing newline**. One `learn-docs` golden case in `cases.yaml` proves cross-plane
4170
+ byte-parity. No cross-plane substring lockstep existed between cold and warm, so none is removed; the
4171
+ per-plane composition tests are retained (one warm header assertion updated from `"perk /learn-docs"`
4172
+ to `"learned-docs plan factory"`).