Why: plan U5/KTD4+KTD5 - before a second instance may serve writes, conversation execution must have a single valid owner (DB lease, epoch increments on takeover), stale owners must not settle (in-transaction fence check), and cancel/HITL must reach the executing instance via a persistent command inbox.
Evidence: full suite green twice-relevant on SQLite and real PostgreSQL 18.6 (35 packages each tier) - lease tests (claim/contention/re-claim/renew fencing/expiry takeover/monotonic epoch, command inbox idempotent enqueue, atomic concurrent claim) and multi-instance tests (same-conversation contention rejected, stale-owner settle fenced with run unchanged, cross-instance cancel consumed exactly once by the owner instance, non-owner does not consume).
Impact: v23 migration (conversation_executions + run_commands); ClaimConversation stacks a DB lease on PG tiers (15min, release on conversation release); settle path fenced (fenced runs emit run.fenced, no terminal write); StartCommandConsumer polls the inbox for commands on locally-owned executions (cancel routes to local cascade or DB-level close-out; HITL revalidates gate and rejects expired explicitly); server cancel/HITL fall back to command enqueue with 202 when the run is not local; app wires instance identity (host:addr on PG tiers) and starts the consumer.
Refs: proposals/2026-10-11-collaboration-storage-and-distribution.md U5 KTD4/KTD5; R4/R10.
Why: Core #27/#28 landed the surface snapshot types and the
surface.updated union entry; the backend dep copy must match Dev's
modules/core pin or check-pins fails.
Evidence: scripts/check-pins.sh + combined make test in the Dev
workspace after re-pinning.
Impact: Gitlink bump only.
Refs: Core PR #27/#28; Dev task feature/generative-ui-u4
Why: Generative UI U3 - the agent needs a real submission path and the
next turn needs to see prior pages: a built-in in-process plugin
registers generative-ui.present (exposeAsTool) carrying the catalog
(prompt=validation single source) with a schema-repair strategy
measured against real MiniMax-M3 deviations; the command bus gains an
owner-scoped tool gate so a disabled plugin stops injecting its tool
(execution guard remains in surfacesvc); ctxasm projects saved surfaces
back into context so the model can revise existing structure; doc-refs
are authorized against the owner's real artifacts.
Evidence: unit suites green (genui guards/epoch/doc-ref, gate fail-closed,
projection content); full go test ./... green; cmdbus/ctxasm also green
under AGENT_PG_TEST_DSN; real-model closed loop (env-gated
TestRealModelSurfaceLoop) passes: task->spec->save->projection->revise
with revision 1->2 and structure change, CNY 0.08 total.
Impact: New internal/genui package; additive cmdbus/ctxasm/runmgr/
runtime hooks; no storage or contract changes (U2 layer untouched).
Refs: Documents proposal r2 U3; Core PR #25/#26; Backend #143; Dev task
feature/generative-ui-u3
Why: Dev top-level modules/core advanced to 7a98a7e7 (core PR #26, optional node id/source TS contract fields); check-pins requires the backend internal pin to match.
Evidence: go build and store/pgbus suites green with the bumped pin; check-pins green in the Dev worktree after this merge.
Impact: gitlink bump only (additive optional contract fields).
Refs: core PR #26.
Why: plan section 2/KTD6 found the listener fetched only the last event of a batch (intermediate events invisible to live subscribers) and kept waiting on a dead connection after a drop (no actual reconnect).
Evidence: pgbus suite green twice against real PostgreSQL - batch of 64 all visible with continuous seq, 1200 events across pages, connection-kill reconnect recovers the outage window, no-notify events delivered by the periodic rescue; full backend suite green on both tiers.
Impact: Listener tracks per-conversation cursors (first-seen catch-up from 0 is harmless under SSE seq dedup), pages via EventsAfter to the notified watermark, rebuilds the connection with backoff and resumes known streams, and a rescue ticker covers lost notifications; Notifier contract unchanged.
Refs: proposals/2026-10-11-collaboration-storage-and-distribution.md U6 slice 1, KTD6; R5.
Why: Core PR #26 made ts/types.ts carry the node id/source fields; the
backend dep copy must match Dev's modules/core pin or check-pins fails.
Evidence: scripts/check-pins.sh in the Dev workspace; combined make
test rerun after re-pinning.
Impact: Gitlink bump only.
Refs: Core PR #26; Dev task feature/generative-ui-u2
Why: the copy-order coverage guard caught that backend PR #143's new tables (surfaces, surface_revisions, plugin_activation) were absent from the migration list - they would have been silently skipped on real migrations.
Evidence: TestCopyOrderCoversAllFixtureTables failed on the merged main and passes with the addition; full migrator suite green on SQLite and real PostgreSQL.
Impact: copyOrder list only; ordered after their referenced owners/projects.
Refs: backend PR #143; Dev U4 task.
Why: plan U4/R7 - the SQLite-to-PostgreSQL path needs a managed entry that never replays SQLite dumps as PG SQL, fixes migration identity against a frozen snapshot, refuses foreign or non-empty targets, verifies per-table counts and ordered checksums, and keeps secrets out of reports (KTD14).
Evidence: integration tests against real PostgreSQL green twice (end-to-end with bool/NULL/Unicode/BLOB/sequence assertions, idempotent rerun, interrupted-table resume, foreign-data and wrong-snapshot refusals, unknown-owner block); SQLite unit tests for inventory/backup/coverage; full backend suite green on both tiers.
Impact: new cmd/storage-migrate binary (make build now emits bin/storage-migrate); store gains a DB() accessor documented for ops tooling; no server or runtime behavior change.
Refs: proposals/2026-10-11-collaboration-storage-and-distribution.md U4 and section 6; docs/guides/team-storage.md section 10.
Why: Generative UI proposal U2 needs the host side of the contract:
owner-isolated surface storage with revision CAS, an execution-level
enable/disable ledger (default-off, epoch bumped on every transition so
in-flight submits after a disable are rejected), a single-choke-point
service that validates specs (strict decode + catalog rules) before
saving, event publish with pending recovery, the optional SurfaceHost
extension capability, and direct API endpoints that share the same
guard (no bypass by entrance).
Evidence: go build/vet clean; full go test ./... passes (SQLite);
surface store tests also pass under AGENT_PG_TEST_DSN (PostgreSQL);
surface.txt regenerated via the AST snapshot test.
Impact: Additive migration v22 (new tables only); existing endpoints and
plugin_grants semantics untouched; old consumers unaffected. U3+ (data
binding, actions, frontend) deliberately out of scope.
Refs: Documents proposal 2026-10-10-generative-ui-plugin.md (r2 U2);
Core PR #25; Dev task feature/generative-ui-u2
Why: deliverNotices re-invoked itself synchronously from a defer after a failed startNoticeRun requeued the batch - a persistently failing delivery (busy conversation, missing row, slow DB) recursed without bound and overflowed the stack (real-PG CI job 2352, internal/runmgr).
Evidence: regression test TestNoticeDeliveryFailureIsBounded (missing conversation row) hangs on the old code and passes with the fix; full backend suite green on SQLite and against real PostgreSQL 18.6 + Redis; clean-HEAD reproduction isolated an unrelated count=2 admin-login artifact.
Impact: failed batches now return after requeue (retried on the next enqueue or restart); notices arriving during delivery are picked up by a bounded loop tail instead of defer recursion; no behavior change on the success path.
Refs: Dev PR #333; plan R8 real-database gate.
Why: plan U3 remainder (R8/KTD13) - execution admission must be bounded and shared (leases in the database, parents yield while waiting so budgets cannot deadlock parent-child), and project authorization must distinguish read/edit/approve/execute/admin with default-deny for unconfigured actions.
Evidence: full suite green on SQLite and against real PostgreSQL 18.6 + Redis (isolated instance); new tests - admission_pg_test (enforcement, per-user, concurrent no-oversell), runmgr admission tests (saturated-budget sync spawn progresses, background children share the budget, bounded queue 429), server action-matrix tests (default deny, legacy adapter read-only, action-aware authoritative + fail-closed).
Impact: admission_leases (v21) with atomic lease accounting under an advisory lock; runtime.execBudgetGlobal/PerUser/execQueueMax settings (all zero = off, historical behavior preserved); conversation turns, background and sync subagents share the pool, parents yield around synchronous children and HITL waits; queue-full rejects 429 before writing; server gains ProjectAction matrix + SetProjectActionAuthorizer with legacy EXT-8 read fallback.
Refs: proposals/2026-10-11-collaboration-storage-and-distribution.md U3 R8/KTD13; docs/guides/team-storage.md section 9.
Why: the approved plan U3 (KTD3/KTD7/KTD10 plus minimal recovery isolation) requires concurrent submits to not silently overwrite, unknown-side-effect runs to never auto-resume, and the shared rate limiter to degrade conservatively instead of failing open.
Evidence: full backend suite green twice-relevant paths against real PostgreSQL 18.6 and Redis (isolated instance) and on SQLite; new tests - card_version_test (concurrent single winner), recovery_hold_test + recovery_holds_test (skip/release/fail-closed CRUD), ratelimit atomic-window and degraded-fallback tests.
Impact: AppendMessageWithRequest now allocates seq under the conversation advisory lock in one transaction; activity_cards gain version (v19) with SaveCardVersioned/GetCardVersion/CardVersion and cardsvc user mutations (status/pin/action/resolve-by-ref) return 409-mapped conflicts while system mirrors keep blind writes; recovery_holds (v20) with admin list/release endpoints and fail-closed resume skip; Redis limiter uses one Lua INCR+PEXPIRE script and falls back to a per-instance limit with a Degraded counter.
Refs: proposals/2026-10-11-collaboration-storage-and-distribution.md U3 KTD3/KTD7/KTD10; R3/R6/R7/R8.
Why: the connection-open phase (DSN pragmas incl. journal_mode on first open) can return SQLITE_BUSY immediately - the busy handler does not cover that phase - so four racing migrators failed in 0.03s on slow CI disks regardless of the 30s timeout (jobs 2293/2285).
Evidence: local -count=30 green (fast disk) vs CI deterministic failure at 0.03s (no timeout wait occurred); fix verified with -count=5 locally plus full store suite.
Impact: bounded retry (5 attempts, backoff) on Begin BUSY only - statements inside the IMMEDIATE transaction remain lock-protected; the racing test now materializes the file/WAL first, matching the KTD8 scenario (concurrent migrators on a provisioned database).
Refs: Dev PR #325; plan KTD8.
Why: with _txlock=immediate the whole migration pass holds the write lock; four racing migrators on a slow CI disk exceeded the 5s busy timeout (job 2285: SQLITE_BUSY in TestMigrateRacingSQLite) although the local tier passes.
Evidence: go test -count=3 on the migration atomicity suite green locally; CI failure log cited in the Dev PR.
Impact: local SQLite tier only - lock contention waits up to 30s instead of erroring; no schema or API change.
Refs: Dev PR #325; plan KTD8.
Why: the approved collaboration plan U2 (KTD1/KTD8/KTD12) requires an explicit fail-closed team deployment tier, DDL-and-ledger-atomic migrations serialized across migrators, and a configurable PG connection budget with sanitized effective values.
Evidence: real PostgreSQL 18.6 + pgvector + Redis 8.10.2 local gate - full backend suite green twice with AGENT_PG_TEST_DSN/AGENT_REDIS_TEST_ADDR (isolated svc.sh instance collabtest:8897, redis 6399); SQLite suite green without env.
Impact: config tier+pool keys and validation; store PoolOptions + statement_timeout DSN param + single-transaction migration with PG advisory lock and SQLite _txlock=immediate + unknown-schema-version refusal; app tier guard fail-closed (team requires DSN+auth, no SQLite fallback); CLI flags and explain rows; tests for tier/pool parsing, atomicity fault-injection, racing migrators, old-schema upgrade; fixed pre-existing real-PG test defects (blind &search_path= appends in runmgr/pgbus helpers, pg_trgm per-schema install race, exhausted seq-conflict retries).
Refs: proposals/2026-10-11-collaboration-storage-and-distribution.md U2, KTD1/KTD8/KTD12; R2/R3/R7.
Why: relaxAndRemove cleared the per-exec id directory but left the -ws
parent behind, so every conversation accumulated an empty husk - the
live probe caught it in the workspace listing.
Evidence: go test ./... green; TestOverlayCleansShellDir pins the
behavior with a real bwrap roundtrip.
Impact: One extra os.Remove of the (now empty) parent; failures are
best-effort as before.
Refs: Dev task feature/agent-s0-workspace-overlay (fix-up of #135).
Why: The sandbox tier wrote the session directory directly, so a buggy
or runaway script could leave the workspace half-mutated and nothing
bounded what a timeout had already written. The plan's first landing
shape (section 4.4) swaps the session bind for a frozen-base overlay:
each exec freezes the session dir (hardlink clone + sha256 baseline),
runs on a private upper, and only a clean exit promotes the change set
back via CAS (baseline hash match -> atomic replace/remove; externally
changed targets double-store as *.conflict-* instead of clobbering).
Timeouts and kills discard the upper entirely - half-written state
never lands.
Evidence: go test ./... green including bwrap integration roundtrips
(TestSandboxWorkspaceOverlayRoundtrip: add/modify/delete through a real
overlayfs upper with whiteout handling and ws cleanup;
TestSandboxWorkspaceOverlayTimeoutDiscards: partial writes discarded on
timeout) and unit anchors for freeze manifest (.agentx excluded), CAS
add/modify, conflict double-store, and the change summary.
Impact: Opt-in via --exec-workspace overlay / AGENT_SYSTEM_EXEC_WORKSPACE
(only with --exec-backend sandbox; fail-closed on unknown modes). The
model sees a one-line change summary appended to the tool output, so
discards and conflict files are visible. Default behavior is unchanged.
Refs: proposal 2026-10-10-agent-delegation-routing-sandbox.md section
4.4; Dev task feature/agent-s0-workspace-overlay.
Why: Reminders are attached to the request copy and never reach the
session journal, so a transcript grep proves nothing about whether the
R4 trigger fired - the first verification attempt was invalid evidence.
The dual-speed nudge already logs for exactly this reason.
Evidence: go test ./internal/runtime green; the follow-up live probe
must show the [runtime] r4 escalation reminder injected line in the
instance log.
Impact: Two log lines, nothing else.
Refs: Dev task feature/agent-e4-escalation-ledger (third fix-up).
Why: The consecutive-failure counter never fired in the live suite (0
reminders despite 20 failures) because real failures interleave with
successes - each success reset the streak. The pattern to catch is
"spinning overall", not "N in a row".
Evidence: go test ./... green; the anchor test now covers scattered
failures (3 in the last 6 outcomes escalates, 2 does not, once per run);
the next live run must show the reminder actually appearing in the
transcript.
Impact: recentOutcomes ring (last 6) replaces consecToolFailures; the
zero-hit search trigger keeps its own threshold (2); message wording
matches the window semantics.
Refs: Dev task feature/agent-e4-escalation-ledger (second fix-up).
Why: The first E4 live comparison regressed badly (toolFailures 10->24,
toolCalls 63->166) and the instance transcript shows the loop: tagging
kernel read_file/grep results put a trailing [src_N] line on the
model's own workspace files, the model treated it as external
tampering, and re-read/re-edit cycles cascaded into the read-before-
write and file-changed guards.
Why: The ledger only ever needed SOURCES - searches always, and
workspace reads only under inputs/ (the upload material area). Grep
cannot distinguish materials from self-produced files, so it stays
untagged.
Evidence: go test ./... green; new anchor TestEvidenceLedger
OnlyTagsMaterialReads pins the inputs/-only rule; the re-run live
comparison follows on the Dev side.
Impact: evidenceTools loses read_file/grep; isEvidenceRead gates
workspace reads to inputs/; everything else (search tags, escalation
reminders, prompts) unchanged.
Refs: Dev task feature/agent-e4-escalation-ledger (fix-up of #131).
Why: The plan's E4 remainder under the MiniMax-only constraint: the
harness must detect the model going in circles and inject a
change-of-strategy instruction (R4 - the model cannot be trusted to
notice its own repeat-fail loop), and number sourcing needs addressable
evidence: tool results carry [src_N|tool] tags so "found in materials"
becomes "found in source src_N" for both the model and the fact-check
notice.
Why: Failure counting lives in one place (onEvent end, keyed by the
slot status) because tool execution is parallel; the ledger and tag
append are serialized by the same mutex, and escalation reminders fire
once per condition streak - following the dual-speed nudge finding that
MiniMax ignores vague reminders but follows concrete instructions.
Evidence: go test ./... green; new anchors TestEscalationOnConsecutive
ToolFailures, TestEscalationOnZeroHitSearches, TestEvidenceLedger
TagsSource, TestEvidenceLedgerSkipsNonEvidenceTools. Live before/
after comparison runs on the Dev side per ruling 6.
Impact: knowledge/web/tavily searches, fs_read_file and the workspace
read_file/grep results now end with a source tag and enter the run
ledger (2k-char head); two consecutive tool failures or two empty
search results inject a concrete change-of-strategy reminder;
base.deliverables v7 and agent-sub-research v3 explain the tags;
fact-check notice points at src results. Non-evidence tools and
failures are unchanged.
Refs: proposal 2026-10-10-agent-delegation-routing-sandbox.md (E4,
R4); Dev task feature/agent-e4-escalation-ledger.
Why: The E1 live comparison was the only metric that got worse
(unverifiedFacts 7 -> 12): the gate gave one correction round and then
shipped bare numbers. The design (E3) calls for number sourcing with a
mechanically checkable marking escape: numbers labeled as
targets/assumptions are honest planning quantities, not fabricated
facts, so the gate must let them pass - and the model must be told that
marking is the sanctioned way out.
Why: The marking decision is clause-scoped, not a fixed window - a
window wrongly blessed "3,500" because a neighboring clause said
"target 85%" (caught by the existing test). The second round only
fires when the unverified set actually changed, because the
continuation budget is shared across all final gates and a repeat
block on identical tokens starves the downstream gates (also caught by
an existing test).
Evidence: go test ./... green; new anchors TestMarkedAsEstimate,
TestUnverifiedFactsMarksPass, TestFactCheckGateRounds; the live eval
gains an unverifiedUnmarkedFacts field sharing the same marking rule.
Impact: base.deliverables v6 adds the hard number-sourcing rule;
research/explore/general sub-agent profiles v+1 require citations for
key numbers; fact gate: marked-in-clause numbers pass, round 2
escalates to "last interception" with the marking instruction, then
passes through with the check line. Eval report keeps the strict
series and adds the E3-series field.
Refs: proposal 2026-10-10-agent-delegation-routing-sandbox.md (E3,
D4); Dev task feature/agent-e3-evidence-gate.
weichen