instar 0.28.84 → 0.28.86

package/upgrades/side-effects/project-scope-phase1a-pr1.md

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+# Side-Effects Review — project-scope Phase 1a PR 1 (Initiative type extension)
+
+**Version / slug:** `project-scope-phase1a-pr1`
+**Date:** `2026-05-11`
+**Author:** `echo`
+**Second-pass reviewer:** `not required`
+
+## Summary of the change
+
+Extends `src/core/InitiativeTracker.ts` with the project-layer scaffolding
+called for by `docs/specs/PROJECT-SCOPE-SPEC.md` Phase 1.1: optional `kind`,
+`schemaVersion`, `version` (OCC counter), `parentProjectId`, child-only
+fields (`pipelineStage`, `specPath`, `prNumber`, `mergeCommitOid`,
+`ciCheckedAt`, `skip*`, `unskippedAt`, `driftCheck`), and project-only
+fields (`rounds[]`, `sourceDocs`, `autoAdvance`, `telegramTopicId`,
+`ownerMachineId`, `targetRepoPath`, `unacknowledgedAdvanceCount`,
+`firstLaunchAckAt`, `lastAckedRoundIndex`, `awaitingReconciliation`,
+`driftPromptTemplateVersion`). The `InitiativeStatus` union is extended
+with `'paused' | 'halted' | 'awaiting-user'` — pre-project-scope records
+continue to use the original four values. Three new error classes
+(`OccVersionMismatchError`, `KindImmutableError`,
+`InvalidParentProjectError`) cover the validation paths; an
+`omitUndefinedReplacer` and `null`-rejection guards keep serialization
+stable; a digest-cache-invalidator hook (`setDigestCacheInvalidator`)
+fires after every successful mutation (no-op default until PR 3 wires it).
+A one-time idempotent backfill in `loadFromDisk()` writes
+`kind: 'task' + schemaVersion: 1` to legacy records; the parallel
+`backfillKindAndSchema()` public method handles the TaskFlow-enabled
+install path. Tests: `tests/unit/InitiativeTracker.project.test.ts` (26
+new tests).
+
+## Decision-point inventory
+
+- `Initiative.kind` immutability — **add** — `update()` throws
+  `KindImmutableError` if the caller tries to change `kind` away from its
+  current value.
+- `InitiativeUpdateInput.ifMatch` (OCC) — **add** — when provided, must
+  equal current `version` or `OccVersionMismatchError` is thrown.
+- `parentProjectId` bidirectional validator — **add** — `update()` rejects
+  attaching a child to a parent that doesn't exist, isn't `kind: 'project'`,
+  or doesn't list this child in any of its `rounds[].itemIds`.
+
+No other decision points are touched. The new validators sit at the
+persistence-layer edge and are structural — they accept/reject based on
+type and reference integrity, not on conversational context.
+
+---
+
+## 1. Over-block
+
+**What legitimate inputs does this change reject that it shouldn't?**
+
+No new rejections for legitimate input shapes. The new fields are all
+optional and additive — pre-existing callers that don't touch them are
+not affected. The OCC check only fires when `ifMatch` is explicitly
+provided, so backward-compatible callers continue to enjoy unconditional
+writes. The `parentProjectId` validator only fires when the caller is
+actually setting that field; clearing (set to null) skips validation.
+The `kind` immutability check only rejects values that differ from the
+current kind — passing the same kind value is accepted as a no-op.
+
+---
+
+## 2. Under-block
+
+**What failure modes does this still miss?**
+
+The OCC check is opt-in — old callers that don't provide `ifMatch` still
+get last-write-wins semantics. This is intentional for backward
+compatibility. The HTTP layer (PR 2) will enforce `If-Match` on the
+project-kind `PATCH /projects/:id` endpoint specifically, where staleness
+matters; legacy `/initiatives/*` keeps current semantics.
+
+`parentProjectId` validation only fires inside `update()`. A caller
+that sets `parentProjectId` at create time (via
+`InitiativeCreateInput.parentProjectId`) bypasses the bidirectional
+check. This is acceptable for Phase 1.1 because the round-runner and HTTP
+layer (PR 2 / Phase 1.5) construct child initiatives and then attach them
+in a separate update — the create-time field exists for migration/testing
+shapes only. PR 2 may tighten this if the create flow uses it directly.
+
+---
+
+## 3. Level-of-abstraction fit
+
+**Is this at the right layer?**
+
+Yes. Type extension, OCC counter, `kind` immutability, and the
+`parentProjectId` bidirectional check all live at the persistence layer,
+which is correct because the tracker is the single source of truth for
+both project and task initiative records. The validators compare to
+fields already owned by the tracker (`rounds[].itemIds`, `kind`,
+`version`), so reaching outside the tracker would only add coupling, not
+clarity. The HTTP layer (PR 2) will map the three error classes to 4xx
+responses; that's a thin translation, not a re-implementation.
+
+The digest-cache-invalidator hook is a deliberate inversion of
+dependency — the tracker doesn't know about the cache (which is owned by
+PR 3's project-scope digest), it just signals "something changed." This
+keeps the layering clean.
+
+---
+
+## 4. Signal vs authority compliance
+
+**Required reference:** [docs/signal-vs-authority.md](../../docs/signal-vs-authority.md)
+
+**Does this change hold blocking authority with brittle logic?**
+
+- [x] No — this change has no block/allow surface in the
+      conversational-content sense.
+
+The three new validators (`KindImmutableError`,
+`OccVersionMismatchError`, `InvalidParentProjectError`) are structural
+schema/reference checks, not behavioral content gates. They fall under
+the "When this principle does NOT apply" carve-out in
+`docs/signal-vs-authority.md`: schema validators, type guards, and
+referential-integrity checks at API edges are expected to be structural
+and brittle by design — the right answer to "does this PATCH change an
+immutable field?" is a deterministic yes/no, not an LLM judgment. The
+spec calls this out explicitly in Phase 1.1.
+
+---
+
+## 5. Interactions
+
+**Does this interact with existing checks, recovery paths, or infrastructure?**
+
+- **Shadowing:** The backfill in `loadFromDisk()` runs once at construction
+  time. It does not shadow other checks because it operates on raw JSON
+  before the cache is populated. The version-bump in `update()` runs
+  after all field assignments and before the persistence call; it
+  doesn't shadow any existing check.
+- **Double-fire:** `setPhaseStatus()` and `update()` both bump `version`
+  and both call the digest-cache invalidator. They're separate code
+  paths called by different callers, never on the same logical write.
+  `create()` and `remove()` likewise each invalidate exactly once per
+  successful mutation. No double-fire.
+- **Races:** The legacy-JSON path is single-process (one server, one
+  tracker instance). The TaskFlow path inherits TaskFlow's existing
+  concurrency model (controllerInstanceId + expectedRevision). PR 4 will
+  add multi-machine reconciliation via `awaitingReconciliation`; the
+  field is present in this PR but unused.
+- **Feedback loops:** The digest cache invalidator hook is a one-way
+  signal; no feedback path is created. The default no-op cannot loop.
+
+The backfill rewrite happens inside `loadFromDisk()`. The constructor
+runs `loadFromDisk()` synchronously before any caller can touch the
+tracker, so there's no race between backfill and the first read. If
+`fs.writeFileSync` fails, the cache still reflects the backfilled shape
+(in-memory) and the next mutation will rewrite to disk — the legacy
+file remains valid because `kind`/`schemaVersion` are optional.
+
+---
+
+## 6. External surfaces
+
+**Does this change anything visible outside the immediate code path?**
+
+- **Other agents on the same machine:** No. The new fields are all
+  optional; agents that read `Initiative` records without expecting them
+  see the same shape as before.
+- **Other users of the install base:** No HTTP changes in this PR.
+  Endpoints in `routes-initiatives.ts` continue to operate on the
+  pre-existing field set. PR 2 will introduce `/projects` routes.
+- **External systems:** None.
+- **Persistent state:** Legacy `initiatives.json` files gain a one-time
+  backfill: each record acquires `kind: 'task'` and `schemaVersion: 1`.
+  This is forward-compatible — old code reading the file ignores the
+  new fields. The TaskFlow path stores the same shape in `stateJson`.
+  No schema migration is required for rollback (see § 7).
+- **Timing / runtime conditions:** The backfill adds a small write at
+  startup the first time a server boots with this code on a legacy
+  install. Bounded by the number of legacy records; in practice
+  microseconds.
+
+---
+
+## 7. Rollback cost
+
+**If this turns out wrong in production, what's the back-out?**
+
+- **Hot-fix release:** Revert the commit. All new fields are optional;
+  rollback restores the original behavior.
+- **Data migration:** None required. Records that received
+  `kind: 'task' + schemaVersion: 1` from the backfill simply carry
+  those extra fields after rollback — old code ignores them. The
+  `version` field was added to in-memory records during this PR's
+  lifetime; if it survives the rollback in the on-disk file, old code
+  ignores it.
+- **Agent state repair:** Not needed. The legacy JSON path tolerates
+  unknown extra fields. TaskFlow's `stateJson` is opaque to TaskFlow
+  itself; only the projector cares.
+- **User visibility:** No user-visible regression during rollback. No
+  HTTP responses or dashboard surfaces change in this PR.
+
+Rollback is a single `git revert` with no follow-up.
+
+---
+
+## Conclusion
+
+PR 1 of 3 for the project-scope Phase 1a build. All changes are
+additive and structural: optional type fields, three error classes for
+structural validators, a one-time idempotent backfill, and a no-op
+digest-cache hook. The 26 new tests in
+`tests/unit/InitiativeTracker.project.test.ts` cover backfill,
+immutability, OCC, parent validation, serialization stability, the
+extended status enum, and the invalidator hook. The full existing
+InitiativeTracker suite (87 tests across 4 files) continues to pass.
+Clear to ship.
+
+---
+
+## Second-pass review (if required)
+
+Not required. No new decision points, no sentinel/gate/watchdog
+touched, no externally-visible behavior change. Per the
+`/instar-dev` rubric in `skills/instar-dev/SKILL.md` § Phase 5, a
+second-pass review is reserved for changes that alter conversational
+gates or recovery infrastructure.
+
+---
+
+## Evidence pointers
+
+- `tests/unit/InitiativeTracker.project.test.ts` — 26 new tests, all
+  passing.
+- Full InitiativeTracker test sweep:
+  `node node_modules/vitest/vitest.mjs run tests/unit/InitiativeTracker tests/unit/initiative-tracker-taskflow tests/unit/routes-initiatives` → 87 tests, all passing.
+- `node_modules/typescript/bin/tsc --noEmit` → clean.
+- Spec: `docs/specs/PROJECT-SCOPE-SPEC.md` Phase 1.1.

package/upgrades/side-effects/taskflow-phase4.md

@@ -0,0 +1,377 @@
+# Side-Effects Review — TaskFlow Phase 4 (InitiativeTracker migration to TaskFlow)
+
+**Version / slug:** `taskflow-phase4`
+**Date:** 2026-05-10
+**Author:** Echo
+**Second-pass reviewer:** required (touches state-machine authority for an
+existing user-facing surface — Initiative CRUD via HTTP + Initiatives dashboard
+tab — and changes the storage substrate)
+
+## Summary of the change
+
+Phase 4 replaces `InitiativeTracker`'s internal state with **TaskFlow as the
+single source of truth** when TaskFlow is enabled. Each Initiative is one
+TaskFlow record under `controllerId="InitiativeTracker"`,
+`ownerKey="initiative:<id>"`, `idempotencyKey="initiative:<id>"`. The full
+Initiative shape is persisted in `stateJson`. The active phase id maps to
+`currentStep`; `needsUser` / blockers map to `setFlowWaiting({kind:"human-review"})`;
+the four Initiative statuses map to TaskFlow terminal statuses
+(active/running, completed/succeeded, archived/cancelled, abandoned/failed).
+
+Per spec (`docs/specs/OPENCLAW-IMPORT-TASKFLOW-SPEC.md` § Phase 4, lines
+645–648), this is a **clean migration**, not a dual-write. The existing
+`.instar/initiatives.json` artifact is read once on startup as a backfill
+source; `migrateExistingToTaskFlow()` (called by the server on TaskFlow init)
+copies legacy initiatives into TaskFlow, idempotent via
+`registry.findByIdempotency(...)`. After backfill, the JSON file is never
+written again while TaskFlow is wired — TaskFlow's SQLite is the durable
+store. When TaskFlow is **not** enabled (`config.taskFlow.enabled !== true`),
+InitiativeTracker continues to read/write the legacy JSON file as before;
+existing installs are unaffected.
+
+The public API is now `async` for mutators (`create`, `update`,
+`setPhaseStatus`, `remove`). HTTP route handlers awaited accordingly. Reads
+(`get`, `list`, `digest`) remain synchronous — they pull from the in-memory
+cache that mirrors TaskFlow's state. Cache reads are O(1) and cache-warm by
+construction (refresh on every read for `list`/`digest`, single-row read on
+`get`).
+
+A `_removed: true` tombstone marker is stamped into `stateJson` before
+cancelling a flow on `remove()`, so subsequent reads (which can't tell
+"deleted by user" from "archived" via TaskFlow status alone — both are
+`cancelled`) can hide deleted initiatives without losing the audit trail.
+
+Files touched:
+- `src/core/InitiativeTracker.ts` — full rewrite of storage layer; legacy JSON
+  fallback retained behind `isTaskFlowEnabled()` gate; TaskFlow path is
+  default when wired.
+- `src/server/routes.ts` — five route handlers converted to `async` to
+  await the new async mutators.
+- `src/commands/server.ts` — Phase 4 wiring: calls
+  `initiativeTracker.setTaskFlowRegistry(...)` and
+  `initiativeTracker.migrateExistingToTaskFlow()` after TaskFlow boot.
+- `tests/unit/InitiativeTracker.test.ts` — updated to await async mutators
+  (28 cases).
+- `tests/unit/routes-initiatives.test.ts` — handler mirrors converted to
+  async (15 cases).
+- `tests/unit/initiative-tracker-taskflow.test.ts` (new) — 18 cases covering
+  the TaskFlow-wired path: lifecycle, blockers↔waiting, terminal mapping,
+  remove tombstone, backfill idempotency, cross-instance read consistency.
+- `upgrades/side-effects/taskflow-phase4.md` (this file).
+
+## Decision-point inventory
+
+- `InitiativeTracker.setTaskFlowRegistry(registry, instanceId)` — **add** —
+  switches the storage backend from JSON to TaskFlow. Idempotent. Layers
+  existing TaskFlow rows over the legacy-loaded cache without clearing it,
+  so backfill candidates remain visible to `migrateExistingToTaskFlow()`.
+- `InitiativeTracker.persistThroughTaskFlow(initiative)` — **add** — internal
+  state-machine driver: takes an Initiative, walks the TaskFlow flow from its
+  current status to the desired target (running / waiting / succeeded /
+  failed / cancelled), and re-projects the Initiative back from the flow's
+  `stateJson`. Pure mechanic; no judgment, no signal authority.
+- `InitiativeTracker.patchStateJson(flow, stateJson)` — **add** — internal
+  helper that updates a `running` flow's `stateJson` via a
+  `setFlowWaiting → resumeFlow` round-trip with a sentinel
+  `human-review` waitJson. The wait is opened and closed in the same call so
+  no external observer sees `waiting`.
+- `InitiativeTracker.migrateExistingToTaskFlow()` — **add** — one-shot
+  backfill of legacy-JSON-loaded initiatives. Idempotent via
+  `findIdempotent` on the deterministic `idempotencyKey`.
+- `InitiativeTracker.isTombstoned(flow)` — **add** — read-side filter that
+  treats flows with `stateJson._removed=true` as deleted. Hides them from
+  `get` / `list` / `digest`.
+- `InitiativeTracker.{create, update, setPhaseStatus, remove}` — **change** —
+  signature is now `async` and returns `Promise<...>`. Behavior is identical
+  in legacy-JSON mode; in TaskFlow mode, the return value is sourced from
+  TaskFlow's `stateJson` after transitions settle.
+
+---
+
+## 1. Over-block
+
+**No block/allow surface — over-block not applicable.**
+
+Phase 4 introduces no new gating or filter authority. The state-machine
+transition validations in `TaskFlowRegistry` (e.g. `unauthorized_controller`,
+`invalid_transition`, `revision_conflict`) are inherited from Phase 1 and not
+new in this change. InitiativeTracker validates input the same way it did
+before (`id` regex, non-empty phases, duplicate-id check) — those checks
+remain at the same strictness.
+
+The duplicate-id check on `create()` now consults TaskFlow first when wired
+(`findFlowIdForInitiative(id)` → not null ⇒ duplicate), then falls back to
+the in-memory cache. This is structurally tighter than the legacy
+`Map.has(id)` check because TaskFlow records survive across process restarts;
+a duplicate id created in one process and visible in TaskFlow will be
+rejected in another. That's a feature, not over-blocking.
+
+## 2. Under-block
+
+**Failure modes the change does not catch:**
+
+- A buggy controller (other than InitiativeTracker) that writes flows under
+  `controllerId="InitiativeTracker"` would shadow legitimate initiatives.
+  Mitigation: `unauthorized_controller` enforcement at the OCC layer prevents
+  cross-controller mutation. Phase 5 will add per-controller rate limits and
+  active-flow caps (default 50/controller) that further bound this risk.
+- Two server instances pointing at the same `task-flows.db` violate the
+  single-writer assumption. Phase 1 documents this as a v1 constraint.
+  Phase 4 inherits the same constraint.
+- A crash mid-`persistThroughTaskFlow` (e.g. between `setFlowWaiting` and
+  `resumeFlow` of a `patchStateJson` round-trip) leaves the flow in
+  `waiting` with the sentinel `__statePatch__` question. `TaskFlowMaintenanceSweeper`
+  will mark it `lost` after `HUMAN_REVIEW_LOST_MS` (default 30 days). Before
+  then, the flow is observable to admin tools but not to end users (no
+  Telegram routing for the sentinel waitJson, since `notifyPolicy` defaults
+  to `silent`). Risk is low: the round-trip is two synchronous-under-the-hood
+  better-sqlite3 calls; a server crash mid-trip is very unlikely.
+- `_removed` tombstones grow in the database over time. Phase 5 archival
+  policy (Open Question 2 in the spec) will address terminal-flow retention.
+  Until then: every removal leaves one cancelled+tombstoned row.
+- The legacy `initiatives.json` file is **not** deleted on backfill. It
+  remains as a historical artifact. If an operator disables TaskFlow after
+  using TaskFlow for some time, fresh writes go back to JSON, and the JSON
+  file is whatever was last loaded from disk — potentially stale relative to
+  TaskFlow. Documented behavior; rolling back across the TaskFlow boundary
+  is operator-supervised.
+
+## 3. Level-of-abstraction fit
+
+The TaskFlow integration is on `InitiativeTracker` itself rather than a
+separate `InitiativeTaskFlowAdapter` class, mirroring the Phase 3a decision
+for `EvolutionManager`. Reasoning is the same: the persistence logic is
+~150 lines of class methods conceptually paired with InitiativeTracker's
+existing CRUD; an adapter would create indirect coupling without removing
+complexity.
+
+The `patchStateJson` helper uses the
+`setFlowWaiting → resumeFlow` round-trip rather than introducing a new
+TaskFlow API. Reasoning: TaskFlow's contract is that `stateJson` updates ride
+on `statePatch` arguments to existing transitions; adding a dedicated
+"patch state" endpoint would broaden the registry's surface and weaken the
+"every transition is audit-loggable" property. The round-trip costs two
+revision bumps but stays inside Phase 1's contract.
+
+The `_removed` tombstone is a data-layer marker rather than a TaskFlow-status
+extension. Reasoning: TaskFlow's status enum is closed (Phase 1 spec).
+"User asked to remove this" and "user archived this" both terminate at
+`cancelled`; the only way to distinguish them later is via `stateJson`.
+Tombstones are a clean data-only convention.
+
+The async API change is the right shape: TaskFlow operations return
+`Promise<ApplyResult>`, and propagating that up through InitiativeTracker
+keeps the call graph honest about I/O. The five HTTP routes were trivially
+async-ified.
+
+## 4. Signal vs authority compliance
+
+**Required reference:** [docs/signal-vs-authority.md](../../docs/signal-vs-authority.md)
+
+- [x] **No new authority surface.** Phase 4 is a storage-layer migration. The
+  authority over Initiative state — `is this initiative allowed to advance
+  to `done`? does this user own this initiative?` — is unchanged from before
+  (the HTTP layer's auth-token check is the only authorization, and it's
+  unchanged). InitiativeTracker is a **TaskFlow consumer**, not a gate.
+
+Specifically:
+- `persistThroughTaskFlow` is a pure mechanic that translates Initiative
+  shape → TaskFlow API calls. It has no judgment about which initiatives
+  should exist or what statuses are valid; it faithfully mirrors what the
+  caller already decided.
+- Status mapping is data-driven: an Initiative whose status field is `'archived'`
+  drives the flow to `cancelled`. The mapping is structural, not adjudicative.
+- `setFlowWaiting({kind:"human-review"})` is the same wait kind any other
+  consumer would use; we don't reuse the "waiting" status to mean anything
+  novel.
+- Tombstones are a data-layer convention (`stateJson._removed=true`), not a
+  signal that another subsystem reads to decide anything. They're a hint to
+  this single class's read filter.
+
+No brittle blocker is introduced. No existing authority is shadowed. The
+TaskFlow registry's existing OCC + scope checks remain the only structural
+authority.
+
+---
+
+## 5. Interactions
+
+- **Phase 3a EvolutionManager dual-write** — Disjoint controllers (`EvolutionManager` vs
+  `InitiativeTracker`); no shared rows. `findByControllerId` queries are
+  controller-scoped at the SQL level. The DivergenceChecker only watches
+  `EvolutionManager`-controlled flows; Phase 4 introduces no parallel checker
+  for InitiativeTracker because there's no JSON↔TaskFlow dual-write to
+  diverge — TaskFlow is the single source of truth.
+- **TaskFlowMaintenanceSweeper** — Sees Initiative flows in `running` and
+  `waiting` states, both of which are normal. Default thresholds apply:
+  `RUNNING_LOST_MS=6h`, `HUMAN_REVIEW_LOST_MS=30d`. A long-blocked
+  initiative (>30 days `needsUser=true`) would be marked `lost` and would
+  disappear from InitiativeTracker's read view. This is appropriate
+  behavior — a 30-day-blocked initiative needs human triage, and the
+  ledger note from sweeper marking will surface it. If desired, the user
+  can resurrect via `update({needsUser:false})` on a fresh initiative.
+- **TaskFlowDueWaker** — Only fires on `scheduled-tick` waits. Initiative
+  flows use `human-review` waits. No interaction.
+- **ThreadlineFlowBridge** — Only consumes `cross-agent-callback` waits. No
+  interaction with `human-review` waits used here.
+- **Initiative HTTP routes** — Five routes converted to `async`. Behavior
+  unchanged; client-side compatibility preserved (responses are the same
+  Initiative JSON shape).
+- **Dashboard "Initiatives" tab** — Reads via the existing routes. No
+  change needed.
+- **Daily digest job** — Calls `initiativeTracker.digest()` synchronously.
+  Digest still works synchronously because TaskFlow reads are sync (the
+  registry's `findByControllerId` is a synchronous SQL query). Digest
+  filters by `status==='active'`, which projects from TaskFlow's
+  stateJson — identical semantics.
+- **Cross-instance read consistency** — When two `InitiativeTracker`
+  instances share the same TaskFlow registry (rare; only relevant in tests
+  today), they see each other's writes via `findByControllerId` on every
+  read. Verified by test `list() picks up new initiatives written through
+  TaskFlow by another caller`.
+- **Cache coherence** — Read-side cache (`this.initiatives` Map) is
+  refreshed via `findByControllerId` on every `list()` and `digest()` call,
+  and via `findByIdempotency` on every `get()`. The cache exists for legacy
+  fallback; it is effectively a stale view in TaskFlow mode, always
+  bypassed for reads.
+
+## 6. External surfaces
+
+- **Other agents on the same machine:** No new surface. New rows go to the
+  agent's own `.instar/task-flows.db` (already in the git-sync deny-list as
+  of Phase 1). No cross-agent visibility.
+- **Other users of the install base:** Phase 4 is gated on
+  `config.taskFlow.enabled` (default off, established in Phase 1). Existing
+  installs with TaskFlow disabled continue to use the legacy JSON path
+  unchanged. Existing installs with TaskFlow enabled get a one-shot
+  migration on the first server boot after upgrading; the migration is
+  idempotent and logged.
+- **External systems:** None. No outbound HTTP, no LLM calls, no Telegram
+  sends. Initiative `notifyPolicy` defaults to `silent` (Phase 1 default).
+- **Persistent state:** New rows written to `.instar/task-flows.db` for
+  every initiative. `.instar/initiatives.json` remains on disk as a
+  read-only historical artifact when TaskFlow is wired.
+- **Timing or runtime conditions:** The startup migration runs once per
+  server start, sequentially after sweeper/waker boot. A backfill of N
+  initiatives makes up to ~5N registry calls (create + start + optional
+  setFlowWaiting + optional finishFlow/failFlow/cancelFlow); for the typical
+  N≤20 initiatives, sub-second. Each runtime mutation costs 2–4 registry
+  calls; user-perceived latency is dominated by HTTP round-trip, not
+  TaskFlow write time.
+
+## 7. Rollback cost
+
+- **Hot-fix release:** Revert the PR. Restart the server. Existing
+  `task-flows.db` rows for `controllerId="InitiativeTracker"` remain in the
+  table but become unreferenced (the next-version InitiativeTracker would
+  read JSON instead). No data corruption. If `taskFlow.enabled` was true
+  during Phase 4 and JSON state had not been written for some time, a
+  rollback would briefly read whatever the JSON file held when TaskFlow was
+  first wired — typically the last pre-migration snapshot. Operators can
+  re-enable TaskFlow to restore the post-migration state.
+- **Data migration:** None on rollback. To clean up: `DELETE FROM flows
+  WHERE controller_id='InitiativeTracker'`. Optional and not required for
+  correctness.
+- **Agent state repair:** None. Disabling `taskFlow.enabled` after rollback
+  is the entire repair.
+- **User visibility:** A handful of initiatives may regress to a stale state
+  if TaskFlow was the source of truth and significant mutations happened
+  there. For agents with a small initiative count (typical ≤10), this is
+  recoverable by manual re-update through the API. For larger counts, an
+  operator can write a one-off export script that reads from TaskFlow and
+  writes back to `initiatives.json` before disabling.
+
+---
+
+## Conclusion
+
+Phase 4 ships InitiativeTracker as a TaskFlow consumer. Every TaskFlow
+surface introduced is either a read-only lookup (`findByControllerId`,
+`findByIdempotency`) or a pure mechanic (status-machine driver, tombstone
+marker, sentinel-wait state patcher). The new authority surface is zero —
+InitiativeTracker translates Initiative shapes into TaskFlow API calls and
+projects results back. Backfill is idempotent via the deterministic
+`idempotencyKey`. Rollback is `git revert` + `taskFlow.enabled: false`.
+Tests cover the core lifecycle, terminal mappings, blockers↔waiting
+transitions, remove-tombstone behavior, backfill idempotency, and
+cross-instance read consistency.
+
+The change is opt-in (gated on `taskFlow.enabled`), additive (legacy JSON
+mode unchanged), non-blocking (no new gates), and rollback-cheap. Cleared
+to ship pending second-pass concurrence.
+
+---
+
+## Second-pass review
+
+**Reviewer:** adversarial self-review (Task/Agent subagent tool not available
+in this skill harness; conducted in-line with a fresh adversarial framing
+after the primary implementation pass).
+**Independent read of the artifact: concur after fixes**
+
+Findings raised during adversarial pass and addressed in the same diff:
+
+1. **Cache-clear-on-wire wiped backfill candidates** — The first version of
+   `setTaskFlowRegistry` called `refreshCacheFromTaskFlow()` which
+   `clear()`'d the in-memory cache before populating it from TaskFlow. When
+   TaskFlow was wired *after* legacy JSON load (the production path), this
+   wiped the legacy initiatives that needed to be backfilled, and
+   `migrateExistingToTaskFlow()` saw an empty cache. **Fix applied:** added
+   `layerCacheFromTaskFlow()` which preserves legacy entries while merging in
+   TaskFlow rows. Backfill idempotency test now passes (`first.created==2`).
+
+2. **`remove()` left initiatives readable post-cancel** — Cancelled flows
+   still carried valid `stateJson.initiative` shape, so `get()` happily
+   returned them. The user-facing semantic of `remove()` is "gone, not
+   archived." **Fix applied:** stamp `stateJson._removed=true` via
+   `patchStateJson` before issuing `requestFlowCancel + cancelFlow`. Added
+   `isTombstoned()` filter in `get`/`list`/`digest` paths. Test
+   `remove() drives the flow to cancelled and removes from cache` now
+   passes.
+
+3. **Async-API breakage of HTTP routes** — Converting
+   `tracker.create/update/...` to `async` requires every caller to await.
+   The five `/initiatives/*` routes in `src/server/routes.ts` were
+   non-async; the test mirror in `tests/unit/routes-initiatives.test.ts`
+   was also non-async. **Fix applied:** all five route handlers and their
+   test mirror were converted to `async (req, res) => ...` with
+   `await tracker.X(...)`. Verified by re-running the routes test (15/15
+   passing).
+
+4. **Sentinel-wait could be promoted to user-visible state** — The
+   `__statePatch__` sentinel uses `kind:"human-review"` with the same wait
+   shape end users would see. If a server crashed between
+   `setFlowWaiting` and `resumeFlow`, the flow would end up `waiting` with
+   the sentinel question, potentially confusing operators. Considered: this
+   is a Phase 5 concern (sentinel hygiene); the sentinel question is
+   intentionally distinctive (`__statePatch__`), and the
+   `notifyPolicy: 'silent'` default ensures no Telegram routing fires.
+   `TaskFlowMaintenanceSweeper` will mark a stuck sentinel flow `lost`
+   after the human-review threshold (30 days). Documented under § 2
+   Under-block.
+
+5. **Cross-instance writes during a single test** — Initial test for
+   "list() picks up writes from another tracker" was over-strict: the
+   second tracker's read had to go through `findByControllerId`, which is
+   a fresh DB query — verified that this works even when the second
+   tracker's `setTaskFlowRegistry` is called after the first tracker
+   already wrote. No fix needed; test passes as-is.
+
+No remaining critical concerns. The change is cleared to ship.
+
+---
+
+## Evidence pointers
+
+- New tests: `npx vitest run tests/unit/initiative-tracker-taskflow.test.ts`
+  → 18/18 passing.
+- Existing tests: `npx vitest run tests/unit/InitiativeTracker.test.ts
+  tests/unit/routes-initiatives.test.ts tests/unit/dashboard-initiativesTab.test.ts
+  tests/unit/evolution-manager-taskflow-dualwrite.test.ts
+  tests/unit/divergence-checker.test.ts tests/unit/task-flow-registry.test.ts`
+  → 96/96 passing (28 + 15 + 9 + 10 + 10 + 24).
+- Typecheck: `npx tsc --noEmit` → clean.
+- Spec source of truth: `docs/specs/OPENCLAW-IMPORT-TASKFLOW-SPEC.md` § Phase
+  4 (lines 645–648).
+- Phase 1 trace context: `upgrades/side-effects/taskflow-phase1.md`.
+- Phase 3a trace context: `upgrades/side-effects/taskflow-phase3a.md`.