@open-agent-toolkit/cli 0.3.15 → 0.3.17

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Files changed (189) hide show
  1. package/assets/NOTICES.md +48 -0
  2. package/assets/agents/oat-phase-implementer.md +26 -6
  3. package/assets/agents/oat-reviewer.md +51 -1
  4. package/assets/bundle-metadata.json +1 -1
  5. package/assets/docs/contributing/documentation.md +4 -0
  6. package/assets/docs/contributing/skills.md +3 -1
  7. package/assets/docs/getting-started/bootstrap.md +1 -1
  8. package/assets/docs/getting-started/index.md +0 -4
  9. package/assets/docs/getting-started/tool-packs.md +0 -7
  10. package/assets/docs/provider-sync/commands.md +21 -0
  11. package/assets/docs/reference/cli-reference.md +44 -2
  12. package/assets/docs/reference/config-and-local-state.md +11 -2
  13. package/assets/docs/reference/configuration.md +10 -2
  14. package/assets/docs/reference/project-artifacts.md +43 -8
  15. package/assets/docs/skills/index.md +1 -0
  16. package/assets/docs/skills/recon.md +8 -5
  17. package/assets/docs/skills/repo-improve.md +9 -7
  18. package/assets/docs/workflows/advanced/autonomy.md +50 -0
  19. package/assets/docs/workflows/advanced/workflow-gates.md +109 -10
  20. package/assets/docs/workflows/approvals-and-automation.md +3 -1
  21. package/assets/docs/workflows/backlog-and-planning/backlog-lifecycle.md +25 -24
  22. package/assets/docs/workflows/backlog-and-planning/remote-project-management.md +0 -7
  23. package/assets/docs/workflows/ideas/lifecycle.md +2 -7
  24. package/assets/docs/workflows/projects/closeout/closeout-skills.md +62 -1
  25. package/assets/docs/workflows/projects/execution/implementation-execution.md +23 -3
  26. package/assets/docs/workflows/projects/execution/project-log.md +6 -0
  27. package/assets/docs/workflows/projects/lifecycle.md +7 -0
  28. package/assets/docs/workflows/projects/reviews/index.md +63 -1
  29. package/assets/docs/workflows/projects/reviews/review-flavors.md +8 -0
  30. package/assets/docs/workflows/waves/wave-workflows.md +11 -3
  31. package/assets/public-package-versions.json +4 -4
  32. package/assets/skills/oat-agent-instructions-apply/SKILL.md +14 -4
  33. package/assets/skills/oat-brainstorm/SKILL.md +17 -13
  34. package/assets/skills/oat-docs-apply/SKILL.md +13 -3
  35. package/assets/skills/oat-doctor/SKILL.md +11 -1
  36. package/assets/skills/oat-explainer-kit/SKILL.md +1 -1
  37. package/assets/skills/oat-explainer-kit/references/lifecycle-contract.md +6 -3
  38. package/assets/skills/oat-pjm-review-backlog/SKILL.md +2 -2
  39. package/assets/skills/oat-pjm-update-repo-reference/SKILL.md +28 -3
  40. package/assets/skills/oat-project-autonomous/SKILL.md +60 -5
  41. package/assets/skills/oat-project-autonomous/references/gate-inventory.md +210 -165
  42. package/assets/skills/oat-project-capture/SKILL.md +7 -3
  43. package/assets/skills/oat-project-complete/SKILL.md +39 -34
  44. package/assets/skills/oat-project-complete/scripts/execute-synced-archive-entry.mjs +106 -28
  45. package/assets/skills/oat-project-complete/scripts/parse-synced-archive-resume-fields.mjs +30 -3
  46. package/assets/skills/oat-project-complete-auto/SKILL.md +388 -0
  47. package/assets/skills/oat-project-design/SKILL.md +12 -9
  48. package/assets/skills/oat-project-discover/SKILL.md +8 -4
  49. package/assets/skills/oat-project-document/SKILL.md +14 -5
  50. package/assets/skills/oat-project-document/references/docs/autonomy-contract.md +210 -165
  51. package/assets/skills/oat-project-implement/SKILL.md +6 -1
  52. package/assets/skills/oat-project-implement/references/completion-and-closeout.md +34 -7
  53. package/assets/skills/oat-project-implement/references/docs/autonomy-contract.md +210 -165
  54. package/assets/skills/oat-project-implement/references/docs/complexity-review-fallback.md +262 -0
  55. package/assets/skills/oat-project-implement/references/docs/gate-approval-record.md +80 -0
  56. package/assets/skills/oat-project-implement/references/phase-execution.md +38 -6
  57. package/assets/skills/oat-project-import-plan/SKILL.md +20 -6
  58. package/assets/skills/oat-project-lite/SKILL.md +7 -5
  59. package/assets/skills/oat-project-lite/references/docs/autonomy-contract.md +210 -165
  60. package/assets/skills/oat-project-new/SKILL.md +6 -2
  61. package/assets/skills/oat-project-next/SKILL.md +19 -2
  62. package/assets/skills/oat-project-next/references/docs/gate-approval-record.md +80 -0
  63. package/assets/skills/oat-project-plan/SKILL.md +14 -6
  64. package/assets/skills/oat-project-pr-final/SKILL.md +4 -3
  65. package/assets/skills/oat-project-pr-final/references/docs/autonomy-contract.md +210 -165
  66. package/assets/skills/oat-project-progress/SKILL.md +27 -1
  67. package/assets/skills/oat-project-progress/references/docs/gate-approval-record.md +80 -0
  68. package/assets/skills/oat-project-promote-spec-driven/SKILL.md +7 -3
  69. package/assets/skills/oat-project-quick-start/SKILL.md +47 -14
  70. package/assets/skills/oat-project-quick-start/references/docs/autonomy-contract.md +210 -165
  71. package/assets/skills/oat-project-quick-start/references/docs/complexity-review-fallback.md +262 -0
  72. package/assets/skills/oat-project-quick-start/references/docs/gate-approval-record.md +80 -0
  73. package/assets/skills/oat-project-reconcile/SKILL.md +8 -4
  74. package/assets/skills/oat-project-retro/SKILL.md +1 -1
  75. package/assets/skills/oat-project-retro/references/apply-procedure.md +6 -6
  76. package/assets/skills/oat-project-retro-file/SKILL.md +7 -3
  77. package/assets/skills/oat-project-review-provide/SKILL.md +23 -4
  78. package/assets/skills/oat-project-review-provide-remote/SKILL.md +19 -1
  79. package/assets/skills/oat-project-review-receive/SKILL.md +57 -14
  80. package/assets/skills/oat-project-review-receive/references/docs/complexity-review-fallback.md +262 -0
  81. package/assets/skills/oat-project-review-receive-remote/SKILL.md +7 -3
  82. package/assets/skills/oat-project-revise/SKILL.md +13 -5
  83. package/assets/skills/oat-project-spec/SKILL.md +8 -4
  84. package/assets/skills/oat-project-summary/SKILL.md +11 -7
  85. package/assets/skills/oat-repo-knowledge-index/SKILL.md +54 -20
  86. package/assets/skills/oat-repo-knowledge-index/scripts/refresh-owned.mjs +118 -0
  87. package/assets/skills/oat-review-provide/SKILL.md +7 -3
  88. package/assets/skills/oat-review-receive-remote/SKILL.md +14 -4
  89. package/assets/skills/oat-wave-execute/SKILL.md +72 -38
  90. package/assets/skills/oat-wave-execute/assets/wrapper-plan-template.md +16 -2
  91. package/assets/skills/oat-wave-program/SKILL.md +15 -6
  92. package/assets/skills/oat-worktree-bootstrap-auto/SKILL.md +45 -17
  93. package/assets/skills/oat-wrap-up/SKILL.md +9 -3
  94. package/assets/skills/oat-wrap-up/references/report-template.md +1 -1
  95. package/assets/skills/recon/SKILL.md +1 -1
  96. package/assets/skills/recon/references/packet-contract.md +18 -3
  97. package/assets/skills/recon/scripts/lib/contracts.mjs +16 -2
  98. package/assets/skills/recon/scripts/reconcile-ledger.mjs +20 -10
  99. package/assets/skills/recon/scripts/render-packet.mjs +31 -3
  100. package/assets/skills/recon/scripts/validate-packet.mjs +5 -5
  101. package/assets/templates/pjm-agents.md +38 -8
  102. package/assets/templates/repo-agents.md +5 -0
  103. package/assets/templates/repo-readme.md +5 -0
  104. package/assets/templates/state.md +7 -0
  105. package/dist/commands/backlog/archive.d.ts +3 -0
  106. package/dist/commands/backlog/archive.d.ts.map +1 -1
  107. package/dist/commands/backlog/archive.js +63 -26
  108. package/dist/commands/backlog/index.d.ts.map +1 -1
  109. package/dist/commands/backlog/index.js +3 -0
  110. package/dist/commands/backlog/rewrite-references.d.ts +5 -0
  111. package/dist/commands/backlog/rewrite-references.d.ts.map +1 -1
  112. package/dist/commands/backlog/rewrite-references.js +39 -1
  113. package/dist/commands/config/index.d.ts.map +1 -1
  114. package/dist/commands/config/index.js +13 -0
  115. package/dist/commands/gate/index.d.ts +5 -0
  116. package/dist/commands/gate/index.d.ts.map +1 -1
  117. package/dist/commands/gate/index.js +270 -9
  118. package/dist/commands/init/index.d.ts.map +1 -1
  119. package/dist/commands/init/index.js +1 -0
  120. package/dist/commands/internal/commit-paths.d.ts +3 -0
  121. package/dist/commands/internal/commit-paths.d.ts.map +1 -0
  122. package/dist/commands/internal/commit-paths.js +31 -0
  123. package/dist/commands/internal/index.d.ts.map +1 -1
  124. package/dist/commands/internal/index.js +2 -0
  125. package/dist/commands/pjm/init.d.ts.map +1 -1
  126. package/dist/commands/pjm/init.js +37 -8
  127. package/dist/commands/project/archive/archive-utils.d.ts +6 -3
  128. package/dist/commands/project/archive/archive-utils.d.ts.map +1 -1
  129. package/dist/commands/project/archive/archive-utils.js +510 -104
  130. package/dist/commands/project/archive/push-runner.d.ts.map +1 -1
  131. package/dist/commands/project/archive/push-runner.js +1 -0
  132. package/dist/commands/project/log/append.d.ts +2 -3
  133. package/dist/commands/project/log/append.d.ts.map +1 -1
  134. package/dist/commands/project/log/append.js +55 -101
  135. package/dist/commands/project/migrate/index.d.ts +1 -2
  136. package/dist/commands/project/migrate/index.d.ts.map +1 -1
  137. package/dist/commands/project/migrate/index.js +8 -2
  138. package/dist/commands/project/new/scaffold.d.ts.map +1 -1
  139. package/dist/commands/project/new/scaffold.js +4 -4
  140. package/dist/commands/project/promote/promote.d.ts +8 -0
  141. package/dist/commands/project/promote/promote.d.ts.map +1 -1
  142. package/dist/commands/project/promote/promote.js +37 -6
  143. package/dist/commands/project/status.d.ts.map +1 -1
  144. package/dist/commands/project/status.js +3 -0
  145. package/dist/commands/project/sync/ref-sync.d.ts +12 -1
  146. package/dist/commands/project/sync/ref-sync.d.ts.map +1 -1
  147. package/dist/commands/project/sync/ref-sync.js +347 -23
  148. package/dist/commands/shared/exact-path-commit.d.ts +32 -0
  149. package/dist/commands/shared/exact-path-commit.d.ts.map +1 -0
  150. package/dist/commands/shared/exact-path-commit.js +691 -0
  151. package/dist/commands/shared/frontmatter.d.ts +1 -1
  152. package/dist/commands/shared/frontmatter.d.ts.map +1 -1
  153. package/dist/commands/shared/frontmatter.js +1 -0
  154. package/dist/commands/state/generate.d.ts +1 -1
  155. package/dist/commands/state/generate.d.ts.map +1 -1
  156. package/dist/commands/state/generate.js +87 -8
  157. package/dist/commands/sync/apply.d.ts.map +1 -1
  158. package/dist/commands/sync/apply.js +31 -5
  159. package/dist/commands/sync/dry-run.d.ts.map +1 -1
  160. package/dist/commands/sync/dry-run.js +28 -11
  161. package/dist/commands/sync/sync.utils.d.ts +13 -0
  162. package/dist/commands/sync/sync.utils.d.ts.map +1 -1
  163. package/dist/commands/sync/sync.utils.js +21 -1
  164. package/dist/commands/tools/shared/pack-manifest.d.ts.map +1 -1
  165. package/dist/commands/tools/shared/pack-manifest.js +1 -0
  166. package/dist/config/oat-config.d.ts +1 -0
  167. package/dist/config/oat-config.d.ts.map +1 -1
  168. package/dist/config/oat-config.js +3 -0
  169. package/dist/config/resolve.d.ts.map +1 -1
  170. package/dist/config/resolve.js +1 -0
  171. package/dist/drift/detector.js +6 -6
  172. package/dist/engine/compute-plan.d.ts.map +1 -1
  173. package/dist/engine/compute-plan.js +87 -2
  174. package/dist/engine/engine.types.d.ts +10 -1
  175. package/dist/engine/engine.types.d.ts.map +1 -1
  176. package/dist/engine/engine.types.js +4 -0
  177. package/dist/engine/execute-plan.d.ts.map +1 -1
  178. package/dist/engine/execute-plan.js +42 -5
  179. package/dist/engine/managed-copy-hash.d.ts +4 -3
  180. package/dist/engine/managed-copy-hash.d.ts.map +1 -1
  181. package/dist/engine/managed-copy-hash.js +4 -3
  182. package/dist/fs/assets.d.ts.map +1 -1
  183. package/dist/fs/assets.js +7 -1
  184. package/dist/manifest/hash.d.ts +8 -10
  185. package/dist/manifest/hash.d.ts.map +1 -1
  186. package/dist/ui/output.js +1 -1
  187. package/dist/validation/skills.d.ts.map +1 -1
  188. package/dist/validation/skills.js +151 -11
  189. package/package.json +3 -2
@@ -213,9 +213,11 @@ does not require a project name or an active-project pointer.
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  the `oat-codebase-mapper` subagent. A preflight checks whether background
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  agents can write files and switches to a read-only fallback if they cannot.
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  Needs an active OAT project: no. If a knowledge directory already exists,
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- choose whether to refresh it or skip the run. Refresh first deletes every
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- `.md` file in `.oat/repo/knowledge/`, hand-written files included, and then
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- regenerates the set. Move any notes you want to keep before you choose it.
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+ choose whether to refresh it or skip the run. Refresh removes only regular
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+ Markdown files marked `oat_generated: true` and regenerates the eight named
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+ outputs. Hand-written notes survive; an unmarked expected-output collision
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+ stops the run before deletion so you can decide how to preserve it. Symlinked
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+ knowledge directories and output collisions are refused.
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221
 
220
222
  **Example scenario:** A new teammate needs to understand which packages own
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  the CLI, how shared configuration reaches applications, and which test
@@ -234,8 +236,9 @@ answered.
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  knowledge files already exist. Otherwise it creates `.oat/repo/knowledge/`,
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  starts a test subagent and then four `oat-codebase-mapper` subagents in the
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  background, and writes the knowledge files. It then runs
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- `git add .oat/repo/knowledge/` and `git commit` on your current branch with
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- no further prompt; that commit also includes anything you had already staged.
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+ `oat internal commit-paths` on your current branch with the exact generated
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+ output/deletion paths and enabled hooks. Unrelated staged and unstaged work
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+ remains intact.
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  Afterwards it records the run in `.oat/tracking.json` and regenerates the
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  `.oat/state.md` dashboard with `oat state refresh`; those two files are not
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  part of the commit. It does not push.
@@ -244,8 +247,7 @@ part of the commit. It does not push.
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  `project-index.md`, `stack.md`, `architecture.md`, `structure.md`,
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  `conventions.md`, `testing.md`, `integrations.md`, and `concerns.md`. The
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  workflow also updates its tracking/dashboard surface and commits the
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- knowledge output on the current branch (unstage unrelated changes first; the
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- commit includes anything already staged). Despite its name, `project-index.md` describes the
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+ knowledge output on the current branch with exact path ownership. Despite its name, `project-index.md` describes the
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  repository; it does not require a pre-existing OAT lifecycle project.
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  **Next step:** Read the index and the concern or testing documents relevant
@@ -51,6 +51,46 @@ repository config, user config, or any other durable artifact. A later
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  interactive session therefore needs no autonomy cleanup and behaves
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  interactively around the state the autonomous run left behind.
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+ ## Kickoff limits and hard stops
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+
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+ Kickoff reads the owning recovery, gate and dispatch contracts and reports the
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+ effective project default and each known phase limit, source/override, prior
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+ durable usage, remaining capacity and pending-attempt status. For a new project,
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+ phase values remain unresolved until planning supplies them; the report is
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+ refreshed before implementation and on resume.
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+
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+ Phase recovery uses `oat_phase_recovery_policy` in `state.md`: a
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+ `phase_attempt_limits.<pNN>` override wins over `default_attempt_limit`, whose
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+ owning default is `10`. Limits are integers from `0` through `20`. Usage comes
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+ from the monotonic `phase_attempt_usage.<pNN>.used_attempts` ledger; remaining
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+ capacity is `max(0, effective limit - used_attempts)`. A reconciled pending
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+ reservation finishes that same attempt without another increment, even at the
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+ limit.
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+
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+ These dry kickoff controls illustrate the unchanged policy, without launching
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+ a provider:
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+
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+ - Default control: limit 10, used 3, remaining 7; source is the owning default
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+ when the project has no override.
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+ - Phase override control: limit 2, used 1, remaining 1; source is
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+ `phase_attempt_limits.p01: 2`, even when the project default is 10.
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+ - Zero limit: no new automatic attempt; a direction-required stop consumes no
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+ attempt.
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+
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+ Capacity is not permission. A failed attempt is terminal even with remaining capacity.
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+ A continue-after-failure policy remains a separate future choice. Route retries,
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+ review-fix rounds, gate `maxAttempts`, recovery events and reserved recovery
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+ attempts are separate counters. An elevated warning at three recovery events
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+ changes no limit and grants no permission.
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+
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+ Kickoff also names the applicable owning hard stops: recovery eligibility or
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+ proof failure, new-attempt budget exhaustion, malformed ledger or unresolved
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+ pending attempt, exact-target/accepted-launch failure, blocking review policy,
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+ missing credentials, repository authority, unresolved product judgment,
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+ unauthorized destructive risk and inventory gaps. Each stop retains its owning
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+ contract and configured gate semantics; the report names evidence and the
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+ operator action needed to resume.
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+
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  ## Gate outcomes
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  Every interactive lifecycle gate has one of two autonomous outcomes:
@@ -75,6 +115,16 @@ A boundary is a successful fail-closed outcome, not permission to continue with
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  a guessed answer. The run reports what stopped, the evidence, and the operator
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  action needed to resume.
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+ When a review or gate budget runs out (a review-cycle cap, the orchestration
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+ retry limit, or a gate's `maxAttempts`), the run first dispatches the
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+ [complexity review](../projects/reviews/index.md#complexity-review-at-budget-exhaustion)
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+ and includes its decision-message content in the boundary report. The run never
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+ selects the disposition, including **simplify**: the operator chooses when
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+ resuming. A quick-start plan gate outcome is persisted as
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+ `oat_quick_start_gate` (see
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+ [Gate approval records](workflow-gates.md#gate-approval-records)); a failed
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+ `prompt` gate is recorded as `blocked`, never as approved.
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+
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  The canonical autonomy contract and exhaustive gate inventory
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  (`.agents/docs/autonomy-contract.md`, vendored into each consuming skill at
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  `references/docs/autonomy-contract.md`) map each prompt to its autonomous
@@ -247,6 +247,45 @@ Only an artifact with `oat_review_invocation: gate` and the matching
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  review, phase review, or manually produced independent review cannot substitute
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  for it.
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+ ### Gate approval records
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+
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+ Two lifecycle gates persist their outcome in project `state.md` with a shared
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+ five-field core:
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+
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+ | Field | Meaning |
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+ | -------------------- | ---------------------------------------------------------------------------------------------- |
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+ | `status` | `allowed` or `blocked` |
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+ | `disposition` | `passed`, `warned`, `prompt_approved`, or `project_disabled` when allowed; `null` when blocked |
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+ | `config_fingerprint` | Stable hash of the resolved gate declaration |
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+ | `reviewed_head` | The commit the gate reviewed, recorded as provenance |
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+ | `decided_at` | ISO 8601 UTC time of the decision |
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+
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+ `oat_implement_exit_gate` keeps its additional closeout fields and writes
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+ `decided_at` with every allowed or blocked outcome. `oat_quick_start_gate`,
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+ written by `oat-project-quick-start` for every configured plan-gate outcome,
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+ carries exactly the core:
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+
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+ - a passing gate writes `allowed/passed`, and a `warn` failure writes
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+ `allowed/warned`;
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+ - a `prompt` failure the operator explicitly continues past writes
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+ `allowed/prompt_approved`;
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+ - a declined or deferred `prompt` (always under `OAT_AUTONOMOUS=1`), a `block`
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+ still failing at `maxAttempts`, or an operational failure writes `blocked`
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+ with a `null` disposition;
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+ - a gate disabled by project override writes `allowed/project_disabled`
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+ without launching anything; and
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+ - a gate that is not configured writes no record (implement writes
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+ `allowed/no_gate` instead).
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+
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+ `oat-project-next` and `oat-project-progress` report the quick-start record as
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+ recorded: status, disposition, `decided_at`, and `config_fingerprint` as
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+ provenance, or `malformed` when the fields do not form a valid record. They do
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+ not recompute the fingerprint, because no CLI emits a canonical one for the
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+ quick-start gate, and they never route on the record: quick plan readiness
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+ remains the only routing rule for quick plans, and `reviewed_head` is not
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+ compared with `HEAD` because quick-start commits after the gate. A record
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+ written before `decided_at` existed is still valid.
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+
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  ## Review gates
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  `oat gate review` is intentionally stateful. It is equivalent to running
@@ -953,6 +992,12 @@ failures, and receive failures are operational failures rather than validated
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  blocking findings. They remain blocked regardless of `onFailure`; even `warn`
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  cannot turn them into an allowed disposition.
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+ When `block` still fails after `maxAttempts`, the implementation exit gate and
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+ the quick-start plan gate run a
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+ [complexity review](../projects/reviews/index.md#complexity-review-at-budget-exhaustion)
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+ before escalating, and show it with the accumulated feedback. The operator
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+ chooses how to proceed, including **simplify**; agents never choose for them.
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+
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  `cross-provider-exec` does fallback only before dispatch, while selecting an
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  available target. Once a target actually runs, its exit code is the gate result;
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  OAT does not try another target after a failed review.
@@ -970,9 +1015,11 @@ the budget at the narrowest useful level. The first valid value wins:
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  All configured values must be integer milliseconds from `1,000` through
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  `14,400,000`. Invalid persisted values are ignored with a warning and
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  resolution continues to the next source. Code reviews at `final`, phase
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- (`pNN`), or phase-range (`pNN-pMM`) scope default to 1,800,000 ms (30 minutes).
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- Task-scoped code reviews (`pNN-tNN`) and artifact reviews default to 900,000 ms
975
- (15 minutes). Startup output reports both the resolved value and source.
1018
+ (`pNN`), or phase-range (`pNN-pMM`) scope and every artifact review (for
1019
+ example `plan`, `design`, or `discovery`) default to 1,800,000 ms (30 minutes),
1020
+ because they read the full surface. Task-scoped code reviews (`pNN-tNN`)
1021
+ default to 900,000 ms (15 minutes). Startup output reports both the resolved
1022
+ value and source.
976
1023
 
977
1024
  Example migration from the former single environment override:
978
1025
 
@@ -981,7 +1028,7 @@ Example migration from the former single environment override:
981
1028
  "workflow": {
982
1029
  "gateTimeouts": {
983
1030
  "code": 2400000,
984
- "artifact": 900000
1031
+ "artifact": 2400000
985
1032
  },
986
1033
  "gates": {
987
1034
  "execTargets": {
@@ -1048,10 +1095,60 @@ diagnostic because the refusal itself explains why execution stopped.
1048
1095
 
1049
1096
  Before spawn, the gate also writes a transient marker under the system temp
1050
1097
  directory at `oat-gate-runs/<runId>.json`; startup diagnostics print its path.
1051
- The marker records target, runtime, project, review type/scope, start time,
1052
- budget, and budget source. It is deleted at terminal completion. An orphaned
1053
- marker indicates the gate parent itself stopped unexpectedly, but markers are
1054
- diagnostic only and are never used for artifact validation.
1098
+ The marker records target, runtime, project, the resolved project directory
1099
+ (`projectRoot`), the owning gate process ID (`pid`), review type/scope, start
1100
+ time, budget, and budget source. It is deleted at terminal completion. An
1101
+ orphaned marker indicates the gate parent itself stopped unexpectedly. Markers
1102
+ are diagnostic only: they are never used for artifact validation or for
1103
+ duplicate-run detection.
1104
+
1105
+ #### Nested and duplicate runs
1106
+
1107
+ Before launching, `oat gate review` atomically claims its project directory,
1108
+ review type, and review scope (type and scope compare case-insensitively). The
1109
+ claim is a `claim-<hash>.lock` file in the same `oat-gate-runs/` directory,
1110
+ created through an exclusive link, so at most one live gate holds a given
1111
+ project, type, and scope at a time. That holds even when two identical gates
1112
+ start at the same moment. The claim is released when the run ends.
1113
+
1114
+ If the claim is already held by a live process, the new run is rejected
1115
+ without launching a target, writing a marker, or appending a project-log entry.
1116
+ It exits nonzero with `status: review_failed`,
1117
+ `outcome: review_did_not_complete`, and a message naming the holding run, its
1118
+ process ID, and its claim path. This covers a reviewer that launches its own
1119
+ gate for the scope it is reviewing, a second orchestrator launch for a scope
1120
+ already under review, and simultaneous launches. Wait for the live run to
1121
+ finish; remove the named claim only when that process is not a gate. A claim
1122
+ whose owner process is dead, or whose content cannot be parsed, is replaced
1123
+ once and the run proceeds. Recovery and release serialize destructive claim
1124
+ changes with an exclusive `<claim-path>.mutation` directory. Recovery checks
1125
+ ownership again under that guard before removing a stale claim, so a
1126
+ replacement live owner remains protected even when three launches compete.
1127
+ If another mutation holds the guard, the new run refuses to start; retry after
1128
+ it finishes. An interrupted mutation can leave the guard behind. Remove that
1129
+ exact guard directory only after verifying that no gate is still using it;
1130
+ OAT does not automatically reclaim it. Liveness is a process-ID check, so a stale claim
1131
+ whose process ID was reused by an unrelated process still blocks until it is
1132
+ removed.
1133
+
1134
+ The gate exports its run directory to the reviewer child as
1135
+ `OAT_GATE_RUN_MARKER_DIR`, and every gate prefers that variable (when it is an
1136
+ absolute path) over the system temp directory. A nested gate therefore finds
1137
+ its parent's claim even when the reviewer runtime gives tool commands a
1138
+ different `TMPDIR`. Runs in separate checkouts or worktrees resolve to
1139
+ different project directories and never block each other.
1140
+
1141
+ The `ok`/`blocked` envelope and the `review_did_not_complete` envelope (child
1142
+ failure, timeout, refusal, or duplicate rejection) record the decision as
1143
+ `recursion`: `{ "decision": "none" }`,
1144
+ `{ "decision": "rejected", "matchedRunId": "<runId>" }`, or
1145
+ `{ "decision": "unchecked" }` when claim acquisition fails (including an
1146
+ unreadable claim or a held mutation guard). The gate warns, exits nonzero with
1147
+ `status: review_failed` and `outcome: review_did_not_complete`, and does not
1148
+ launch a reviewer, write a run marker, or append a project-log entry. Other envelopes keep
1149
+ their existing shape. JSON mode also writes a `gate-recursion` diagnostic line
1150
+ beside the `gate-run-marker` line; a rejection adds `matchedPid` and
1151
+ `claimPath`.
1055
1152
 
1056
1153
  After a review target times out, OAT re-scans the project reviews for exactly
1057
1154
  one artifact carrying that invocation's `oat_gate_run_id`. A recovered artifact
@@ -1085,6 +1182,7 @@ those artifacts; correct the project/run correlation and start a new gate run.
1085
1182
  | Passing artifact lost receive routing | handoff and `receiveEligible` fixture |
1086
1183
  | Passing review reported as a failed gate after a post-selection error | post-selection recovery cases plus snapshot-replacement, non-gate-marker, and foreign-target controls |
1087
1184
  | Transient index lock turned a completed review into a failed gate | index-lock retry cases plus persistent/transient classification, receipt fixture, and fresh-process recovery control |
1185
+ | A second gate ran for a project and scope already under review | claim unit cases plus running-gate, simultaneous-launch, and differing-`TMPDIR` nested fake-runtime cases |
1088
1186
 
1089
1187
  ## Current limits
1090
1188
 
@@ -1200,8 +1298,9 @@ skip tool-approval prompts, so an unattended reviewer can stall on such a
1200
1298
  prompt. On a trusted machine that runs gates unattended, add your own target
1201
1299
  with the permissions it needs, for example with `--layer user`.
1202
1300
 
1203
- A code review of a whole phase, a phase range, or the final result may run for
1204
- 30 minutes by default; other reviews get 15 minutes. OAT uses the first timeout
1301
+ A code review of a whole phase, a phase range, or the final result, and any
1302
+ artifact review, may run for 30 minutes by default; task-scoped code reviews
1303
+ get 15 minutes. OAT uses the first timeout
1205
1304
  it finds: the command's `--timeout-ms`, then the target's `timeoutMs`, then
1206
1305
  `workflow.gateTimeouts`, then the `OAT_GATE_EXEC_TIMEOUT_MS` environment
1207
1306
  variable, then the built-in default.
@@ -77,6 +77,7 @@ No gate is configured by default.
77
77
  | Final review | 1 reviewer | At most 3 review cycles, then the agent stops and asks you how to proceed |
78
78
  | Review at checkpoints | 1 extra review at each checkpoint before the last, when on | Off unless you answer yes to the auto-review question on the first implementation run or set `workflow.autoReviewAtHillCheckpoints`; autonomous runs always turn it on |
79
79
  | Gate (optional) | 1 reviewer run per gate | `maxAttempts`, 2 runs in total by default |
80
+ | Budget exhausted | 1 read-only complexity review | Runs once when a review cycle cap, the retry limit, or a gate's `maxAttempts` runs out, before the agent asks you how to proceed |
80
81
 
81
82
  OAT does not estimate prices. Cost depends on your provider's pricing and on
82
83
  your _dispatch policy_: the highest model tier OAT may use for subagents.
@@ -92,7 +93,8 @@ or High finding adds 2 runs, a fix and a new review, at most twice per phase, so
92
93
  the phases alone can reach 18. Not counted: the summary, documentation, and pull
93
94
  request steps, the project explainer and project recap, and the optional phase
94
95
  gate review (one extra reviewer run per selected phase). A blocked
95
- implementation gate also reruns the final review before the gate runs again.
96
+ implementation gate also reruns the final review before the gate runs again,
97
+ and any budget that runs out adds one read-only complexity-review run.
96
98
 
97
99
  ## What OAT does without asking
98
100
 
@@ -21,15 +21,6 @@ mutations write nothing and return an error naming the repository path and
21
21
  `oat pjm init` as the recovery. Check the current state with
22
22
  `oat pjm doctor --json` and read its `adoption.state` field.
23
23
 
24
- > [!WARNING]
25
- > Running `oat pjm init` again, or running `oat pjm migrate --apply`,
26
- > currently replaces the `pjm` section of `.oat/config.json` and deletes any
27
- > `pjm.remote` settings (your remote project management policy). Several
28
- > skills below tell you to rerun `oat pjm init` to repair a partial setup or
29
- > missing index markers. Before you do, back up `.oat/config.json`;
30
- > afterwards, check `git diff .oat/config.json` and restore `pjm.remote` if
31
- > it was removed.
32
-
33
24
  ## Where a backlog item lives
34
25
 
35
26
  - **`items/<id>.md`** - active, file-backed records. Each carries frontmatter with a `status` and an `updated` timestamp.
@@ -64,12 +55,24 @@ A single `oat backlog archive` run performs the whole close-out so its parts can
64
55
 
65
56
  1. Sets the terminal `status` (`closed` by default, `wont_do` with `--wont-do`) and stamps `updated`.
66
57
  2. Validates and trims a nonblank `--summary` before mutating a `closed` item, then appends its canonical (standard OAT format) newest-first `completed.md` entry. `wont_do` items may omit the summary and get an entry only when one is provided.
67
- 3. Moves `items/<id>.md` into `archived/` — with `git mv` inside a work tree, or a plain rename outside git.
58
+ 3. Moves `items/<id>.md` into `archived/` with a filesystem rename, leaving Git staging to the caller.
68
59
  4. Rewrites inbound references to the moved file across Markdown under `.oat/repo/**` (tracked and untracked files that Git does not ignore; a code span whose whole content is the item's path, such as an external plan's source citation, is rewritten, while other code spans and fenced code are left as written with a warning) — external plans, decision records, and other backlog items — so no link dangles at `items/<id>.md`, and reports each rewritten file. A reference it cannot resolve is left alone with a warning.
69
60
  5. Regenerates the managed backlog index.
70
61
 
71
62
  The command is safe to re-run: an item already in `archived/` produces a no-op warning and only retries the reference rewrite and index regeneration, so an interrupted close-out finishes on the next run. A missing closed-item summary or an out-of-enum current status (for example a hand-set `done`) is a hard error before mutation and includes recovery guidance. See the [command reference](../../reference/config-and-local-state.md#oat-backlog-archive) for exit codes and the `--json` payload.
72
63
 
64
+ The archive result includes normalized absolute `affectedPaths` for the whole
65
+ operation. Capture `--json` for each item, union the lists, and include owned
66
+ handoff deletions. Format existing affected text with the repository's
67
+ formatter, then use `oat internal commit-paths` with a unique retained identity
68
+ and the exact list. Include the old tracked item deletion and new destination
69
+ as well as ledger/index/references; staging only the old missing path fails.
70
+ Hooks remain enabled, and unrelated staged/unstaged work stays intact. Verify
71
+ helper availability first, stop on failure, and follow its retry diagnostics.
72
+ Settled noops claim only actual repairs; pending Git retries recover earlier
73
+ operation outputs from HEAD evidence. See [exact-path maintenance
74
+ commits](../../reference/cli-reference.md#exact-path-maintenance-commits).
75
+
73
76
  ## Catching lifecycle drift
74
77
 
75
78
  The manual close-out this command replaces is exactly where the two motivating repos drifted — an item was marked closed in frontmatter and summarized in `completed.md` but never moved to `archived/`, and one shipped with the invalid status `done`. `oat pjm doctor` (and therefore `oat doctor`, which aggregates the `pjm:*` checks) now surfaces that drift:
@@ -101,8 +104,7 @@ work. Like every PJM skill that writes files on this page, it refuses to
101
104
  write until the repository has adopted PJM with `oat pjm init`. The skill
102
105
  first runs `oat pjm doctor --json` and inspects `adoption.state`; only
103
106
  `declared` or `inferred-legacy` permits writes. For `none` or
104
- `partial-initialization` it stops and tells you to run `oat pjm init` (read
105
- the [warning about rerunning it](#adoption-comes-first) first). Installed
107
+ `partial-initialization` it stops and tells you to run `oat pjm init`. Installed
106
108
  tools alone do not establish adoption. No active OAT project is required.
107
109
 
108
110
  **Example scenario:** A support incident exposed uncertainty about duplicate
@@ -145,7 +147,7 @@ the living review.
145
147
  `oat pjm doctor --json` before writes, and accessible backlog items. A
146
148
  roadmap is optional alignment evidence; an active OAT project is not
147
149
  required. The skill stops and tells you to run `oat pjm init` if adoption
148
- is absent or partial (see the [warning about rerunning it](#adoption-comes-first)).
150
+ is absent or partial.
149
151
 
150
152
  **Example scenario:** Your team has time for one maintenance initiative, but
151
153
  the backlog mixes isolated fixes with work blocked on shared infrastructure.
@@ -211,8 +213,7 @@ Context, Decision, and Consequences sections and reruns
211
213
  `oat decision regenerate-index` if it changed the status or title. Its
212
214
  workflow has no commit or push step. If the decision index markers are
213
215
  missing, it stops and tells you to repair the repository with
214
- `oat pjm init`; that is a rerun, so read the
215
- [warning about rerunning it](#adoption-comes-first) first.
216
+ `oat pjm init`.
216
217
 
217
218
  **Next step:** Review the record and link relevant work to it. If later
218
219
  evidence changes the choice, preserve history through the appropriate
@@ -249,9 +250,7 @@ sanitized description of which connector or provider CLI it can use for
249
250
  that tracker. The skill gathers that evidence for you.
250
251
 
251
252
  **Prerequisites:** PJM adoption verified by `oat pjm doctor --json` (the
252
- skill stops and points you to `oat pjm init` otherwise; rerunning init
253
- deletes `pjm.remote`, as the [warning above](#adoption-comes-first)
254
- explains), applicable local
253
+ skill stops and points you to `oat pjm init` otherwise), applicable local
255
254
  policy, and an available host capability matching the provider, operation,
256
255
  and exact account, workspace, site, or repository. No active OAT project is
257
256
  required. Remote mutation authority defaults to `read-only`, so `publish`
@@ -336,12 +335,14 @@ sanity check distinguishes valid active paths from retired references.
336
335
  the curated overview, and backlog item files under `.oat/repo/pjm/` as it
337
336
  judges applicable, with no separate approval step. It runs
338
337
  `oat backlog archive` for completed items, which moves each item file into
339
- `archived/` (with `git mv` inside a Git work tree), and it creates decision
340
- records with `oat decision new`. Its workflow has no commit or push step,
341
- so review the working-tree diff afterwards. If the backlog index markers
342
- are missing, it stops and tells you to repair the repository with
343
- `oat pjm init`; that is a rerun, so read the
344
- [warning about rerunning it](#adoption-comes-first) first.
338
+ `archived/` with a filesystem rename, and it creates decision
339
+ records with `oat decision new`. It automatically commits the exact archive
340
+ close-out paths and any owned kickoff handoff deletion with hooks enabled.
341
+ Other reference edits remain uncommitted, and the workflow has no push step,
342
+ so review the close-out commit and remaining working-tree diff afterwards.
343
+ If the backlog index markers are missing, it stops and tells you to repair
344
+ the repository with
345
+ `oat pjm init`.
345
346
 
346
347
  **Next step:** Review the changes against the implementation evidence and
347
348
  rerun diagnostics for lifecycle consistency. Start deferred work separately;
@@ -26,13 +26,6 @@ oat pjm doctor --json
26
26
  Continue only when `adoption.state` is `declared` or `inferred-legacy`. Run
27
27
  `oat pjm init` first when adoption is absent or only partially initialized.
28
28
 
29
- > [!WARNING]
30
- > Running `oat pjm init` again, or running `oat pjm migrate --apply`,
31
- > currently replaces the `pjm` section of `.oat/config.json` and deletes any
32
- > `pjm.remote` settings, which hold the remote policy described below. Before
33
- > you rerun either command, back up `.oat/config.json`. Afterwards, run
34
- > `git diff .oat/config.json` and restore `pjm.remote` if it was removed.
35
-
36
29
  ## Lifecycle operations
37
30
 
38
31
  The command family is `oat pjm remote`:
@@ -90,13 +90,8 @@ Good to know:
90
90
  (shared scope), pushed to a project ref (synced scope, the default on a
91
91
  fresh install), or kept on your machine (local scope).
92
92
 
93
- > [!WARNING]
94
- > Backlog items need project management (PJM, OAT's file-backed backlog,
95
- > roadmap, and decision records) adopted with `oat pjm init`. Run it once.
96
- > Running `oat pjm init` again, or running `oat pjm migrate --apply`,
97
- > currently deletes any `pjm.remote` settings from `.oat/config.json`. If
98
- > you rerun either command, check `git diff .oat/config.json` afterwards and
99
- > restore `pjm.remote` if it was removed.
93
+ Backlog items need project management (PJM, OAT's file-backed backlog,
94
+ roadmap, and decision records) adopted with `oat pjm init`. Run it once.
100
95
 
101
96
  1. Quick capture: `oat-idea-scratchpad` to review or capture idea seeds
102
97
  2. Start brainstorming: `oat-idea-new` (scaffolds directory, then invokes `oat-idea-ideate`)
@@ -21,7 +21,9 @@ When no closeout sequence is stored for the project, finish it in this order:
21
21
  4. Optionally, after you approve the finished work, `oat-project-retro` writes
22
22
  a retrospective, and `oat-project-retro-file` files its tracker items.
23
23
  5. `oat-project-complete` finalizes the project. You can run it before or after
24
- the pull request merges.
24
+ the pull request merges. Wave workflows that complete wrapper projects
25
+ without prompts use the
26
+ [`oat-project-complete-auto`](#oat-project-complete-auto) companion instead.
25
27
 
26
28
  Use `oat-project-pr-progress` instead of the final PR only to share one
27
29
  finished phase while later phases are still in progress. Use
@@ -536,3 +538,62 @@ fakes completion by editing a status field by hand.
536
538
  **Next step:** Confirm the reported completion and PR-update outcomes. Follow
537
539
  any explicit recovery action if the flow stopped. Merge and release remain
538
540
  separate operations under repository policy.
541
+
542
+ ## oat-project-complete-auto
543
+
544
+ The non-interactive companion to `oat-project-complete`. Workflow steps use it
545
+ to complete projects without prompts; a person completing a project uses
546
+ `oat-project-complete`. It decides every completion answer from config and
547
+ recorded project state, refuses whenever an answer would need a human, and
548
+ then follows the interactive skill's current steps.
549
+
550
+ **Invocation:** You do not invoke it. The skill is model-invocable but not
551
+ user-invocable, so it is never offered as a slash command. It runs only when a
552
+ workflow step names it with a `--requested-by` value: `oat-wave-execute`
553
+ closeout step 8 (one wave wrapper, completed before its merge handoff) and the
554
+ `oat-wave-program` program completion checkpoint (a batch of wrappers, after
555
+ your yes). Its `OAT_AUTONOMOUS` lifecycle route refuses until a lifecycle
556
+ skill names the companion, and none does today. An agent never runs it on its
557
+ own initiative, for example to clean up a finished but unarchived project.
558
+
559
+ **Prerequisites:** Needs `workflow.autonomousComplete: true`; without it the
560
+ skill stops with "interactive completion required" and writes nothing (see
561
+ [Configuration](../../../reference/configuration.md)). It also needs an
562
+ installed `oat-project-complete` with its scripts. Each project is then
563
+ preflighted on its own and refused, with the failing check named, when its
564
+ closeout sequence is incomplete, a task is incomplete, the final review has
565
+ not passed, the PR precondition is unmet, blockers are recorded, the project
566
+ log is ambiguous, or a completion question has no recorded answer (for
567
+ example `workflow.archiveOnComplete` unset on a shared or synced project). The
568
+ PR must be merged, or, for a step that completes before the merge, open and
569
+ tracked in the project's state.
570
+
571
+ **What it does without asking:** after every guard passes, it records a
572
+ completion-before-merge exception in `implementation.md` when the PR is still
573
+ open, points the active project at the project, and follows
574
+ `oat-project-complete` with the resolved answers: archive per
575
+ `workflow.archiveOnComplete`, a summary refresh when the summary is missing or
576
+ stale, and no retrospective. It never creates a PR, whatever
577
+ `workflow.createPrOnComplete` says; it updates the description of an existing
578
+ tracked PR as the interactive steps require. The completion commit body
579
+ records the requesting step (for a synced archive, the run report does). In batch mode a refused project stays deferred
580
+ while the others complete.
581
+
582
+ **Example scenario:** An autonomous wave run reaches closeout with the final
583
+ review passed and the wave PR open. Execute's step 8 runs the companion with
584
+ `--completion-before-merge`, which records the exception and completes and
585
+ archives the wrapper before the merge handoff. Had `workflow.autonomousComplete`
586
+ been off, the companion would refuse and the wave would defer the completion
587
+ tail to program close instead.
588
+
589
+ **Expected output:** A run report with one entry per project: `completed`,
590
+ `refused`, or `failed`, the refusing check (`opt-in`, `activation`, or
591
+ `preflight:<n>`), the PR and its state, any exception, the archive decision,
592
+ and the completion commit. The calling workflow records the outcome in its own
593
+ ledger.
594
+
595
+ **Next step:** For a refused project, fix the named check or complete it with
596
+ `oat-project-complete`. If a completion step fails after the project was
597
+ archived, a later companion run refuses because the project directory is gone;
598
+ resume with `oat-project-complete`, whose archive-resume branches finish the
599
+ tail.
@@ -74,8 +74,12 @@ The root:
74
74
  cleanliness;
75
75
  - selects and launches the phase reviewer;
76
76
  - owns retry limits, review disposition, worktree fan-in, HiLL checkpoints, and
77
- tracking-artifact commits; and
78
- - runs external phase gates and final closeout.
77
+ tracking-artifact commits;
78
+ - runs external phase gates and final closeout; and
79
+ - logs root judgment: breaks, surprises, workarounds, or notable successes,
80
+ including observations relayed from subagent reports, appended through
81
+ `oat project log append` at the next bookkeeping boundary rather than while
82
+ a child owns the worktree.
79
83
 
80
84
  The root does not implement phase tasks while an accepted phase launch owns
81
85
  that scope.
@@ -108,7 +112,9 @@ once, and directly executes each task in plan order. For every task it:
108
112
  6. verifies the commit, file boundary, tests, and clean worktree.
109
113
 
110
114
  After all tasks, it runs phase-wide verification and returns a compact report.
111
- It does not dispatch the phase reviewer or mutate general project bookkeeping.
115
+ It does not dispatch the phase reviewer, mutate general project bookkeeping,
116
+ or write the project log; phase implementers and other dispatched subagents
117
+ have no logging duties.
112
118
  While it owns the worktree, it may atomically update only the active phase's
113
119
  authoritative `oat_phase_recovery_policy.phase_attempt_usage.<pNN>` entry. The
114
120
  phase returns with a matching committed `completed` or `failed` terminal marker
@@ -473,6 +479,20 @@ accepted failed launch and not a new schema version.
473
479
  Review-->>Root: Pass
474
480
  ```
475
481
 
482
+ ### Budget exhaustion
483
+
484
+ The bounded loops end at fixed budgets: fix and re-review rounds at
485
+ `oat_orchestration_retry_limit`, phase review gate rounds at the same limit,
486
+ the final review at its three-cycle cap, and the configured exit gate at
487
+ `maxAttempts`. At each of these points the root dispatches one read-only
488
+ [complexity review](../reviews/index.md#complexity-review-at-budget-exhaustion) before
489
+ escalating, saves its report under `reviews/archived/`, and shows a decision
490
+ message with the stop reasons, the verdict, and the recommended disposition.
491
+ The operator chooses: extra cycles, proceed with override, corrective revision,
492
+ or **simplify**. The choice and the report path are recorded in
493
+ `implementation.md`. Agents never select the disposition; under
494
+ `OAT_AUTONOMOUS=1` the run stops with the same content in its boundary report.
495
+
476
496
  ## Parallel Phase Groups
477
497
 
478
498
  For a plan-declared parallel group, the root:
@@ -119,6 +119,12 @@ entries without asking agents to edit `project-log.md`:
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119
  - `oat-project-implement` records accepted subagent dispatches, STOP or park
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  events, phase outcomes, and parallel-group merge results. These entries point
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  to the corresponding `implementation.md` record instead of copying it.
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+ - The `oat-project-implement` root also appends root-judgment entries when
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+ breaks, surprises, workarounds, or notable successes surface, including
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+ observations relayed from subagent reports. An entry that surfaces while a
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+ child owns the worktree is queued and appended at the next bookkeeping
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+ boundary. Phase implementers and other dispatched subagents have no logging
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+ duties.
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  - When `oat-project-implement` or `oat-project-review-provide` receives an
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  artifact-mode review, the root workflow first consumes exactly one
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  `**Reconnaissance:** attempted` or
@@ -318,6 +318,7 @@ See [Implementation Execution](execution/implementation-execution.md) for the fu
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  - `oat-project-review-receive` now presents a findings overview before asking for any disposition decisions.
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  - Findings are shown with stable IDs by severity (`C*`, `I*`, `M*`, `m*`) so follow-up choices map clearly to specific items.
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  - For each finding, the receive step summarizes the reviewer note, adds agent analysis, and gives a recommendation (convert now vs defer with rationale).
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+ - When a scope reaches the three-cycle review cap, the receive step dispatches a [complexity review](reviews/index.md#complexity-review-at-budget-exhaustion) and adds **simplify** to the dispositions the operator can choose. Every other budget exhaustion in the lifecycle (the orchestration retry limit, the final review cap, and a gate's `maxAttempts`) runs the same review before escalating.
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  ## Alternate lifecycle lanes
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@@ -398,6 +399,12 @@ effort controls.
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399
 
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  Quick lane lightweight design intentionally keeps a smaller collaborative/draft choice. Selective collaborative becomes available only after promotion into the full spec-driven design lane.
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402
+ When a plan gate is configured, quick-start persists its outcome as
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+ `oat_quick_start_gate` in project state (see
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+ [Gate approval records](../advanced/workflow-gates.md#gate-approval-records)).
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+ `oat-project-next` and `oat-project-progress` report that record; quick plan
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+ readiness stays the only routing rule for quick plans.
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+
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  Quick-start follows the same dispatch policy rule at the plan boundary: capture
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  the policy when interactive, persist `oat_dispatch_policy` to project state, and
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  avoid any mid-implementation policy prompt. Legacy dispatch-ceiling state is