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refactor(gate): cut over to direct author checks - #2237

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chapati23 wants to merge 38 commits into
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feat/m5-early-cutover
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refactor(gate): cut over to direct author checks#2237
chapati23 wants to merge 38 commits into
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feat/m5-early-cutover

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@chapati23

@chapati23 chapati23 commented Sep 2, 2026

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The Problem

  • Local pushes start the full legacy Bash gate. Sessions wait for a shared slot and repeat slow repository checks.
  • The delay blocks local and cloud development. Developers already bypass the gate when it blocks delivery.
  • This change does not delete the legacy gate or complete the rollout canary. Required CI remains the merge authority.

The Solution

Remove repository verification from pre-push and hosted setup. Keep staged formatting on pre-commit. Make /ship require agents to apply a small, explicit author-check table before first ready publication and after material fixes.

Keep the complete legacy gate callable as a diagnostic and keep its suites in required CI. Strict current-base protection makes GitHub test the combined tree before merge. This gives local development immediate relief while issue #2128 measures the post-cutover canary.

Details

  • Delete the tracked pre-push hook and the Trunk pre-push action. Add no replacement pre-push command.
  • Remove fresh pre-push verification from hosted setup.
  • Put the canonical trigger table in docs/notes/pr-operating-card.md. Make both /ship mirrors use it.
  • Require each existing package lint, typecheck, and normal unit-test script for workspace-package source changes. Add build, codegen, schema, browser, React Doctor, or Terraform checks when their specific trigger row applies.
  • Require dashboard build and browser verification for dashboard UI, route, interaction, browser-test, and frontend runtime changes.
  • Run repository preflight before agent-invoked repository code. Treat automatic setup as a separate trusted-checkout boundary.
  • Inspect resumed backlog-sweep checkouts and dependency lifecycle effects before setup. Switch fresh clones to fetched origin/main before setup.
  • Preserve closeout autoreview, feedback-state, ready-state, current-head review, required CI, and human merge approval.
  • Keep the legacy runtime, coordinator, lock, aliases, and regression suites available. Add a diagnostic retirement banner that points to [Agent task] verification redesign M6: soak and retire the legacy gate #2128 and separate human approval.
  • Reduce the replacement control plane by one line: +1018/-1019. The full source diff is +1241/-1319, for a net reduction of 78 lines across 77 paths.
  • Bind the receipts to source commit f0b3ce4e8f746f0df72c6f337715dfa5ca507588 on current base 8e2753fc730889a64a0d58714d871121c3ae561b. The receipt-only head is 32691b362054eb1985c4c473d3d95ae02168d441.
  • Integrate merged repairs docs(sweep): groom the backlog queue and refine pkg:tooling independence #2233, chore(coderabbit): stop incremental reviews to cut add-on spend #2236, fix(deps): pin fast-uri to 3.1.6 for four new high advisories #2249, and fix(gate): mirror the SC2030 waiver onto the Linux fixture and correct two teardown comments #2254. Protected-main run 33727260451 passed on the exact current base. Strict ruleset 13494367 still preserves all five required contexts.

Refs #2127.

Validation

  • Fresh-context two-axis review — passed. One reviewer read every pass for base..final and premerge..final. It found no M5 regression. Five valid findings came from already-merged current-main PRs docs(sweep): groom the backlog queue and refine pkg:tooling independence #2233 and chore(coderabbit): stop incremental reviews to cut add-on spend #2236; the reviewer confirmed that they are separate repository debt and do not change in this PR. The bundle manifests remained 3b576b2e43d376cf1b475387dad8e0b3c6f4814d610334cf0b82bde32539c329 and 15dfa2fe90fd09d89db76747ee11115801ea9f69d8dc92bb8395b6dc7f11c808 before and after review.
  • Independent receipt audit — passed with no findings. It rebuilt the after manifest byte for byte and reproduced every path, category, total, hash, formula, limit, removal claim, and phase claim. The after-manifest SHA-256 is e100f6bc2b41a82959614359d3b61ed83ec6cf8c4d6832135e1bbbf082ad5990. The complexity-receipt SHA-256 is 4c988c4323790db8f51ccd629ff05a41be6ef62bfc977e695add31836f029ac2.
  • pnpm verification:evidence:check — passed: 27 tests, 92 safeguard records, and the frozen before manifest.
  • bash scripts/bootstrap/agent-setup-contract.test.sh — passed. This verifies the tracked hook and hosted setup contracts. It does not prove that every existing worktree refreshed its local hooks.
  • Guardrail prose validation — passed: 57 complete pins across 11 files and all 17 negative and positive tests.
  • Focused shell syntax, Node syntax, staged formatting, JSON parsing, git diff --check, and scoped Trunk checks — passed.
  • Existing M5 contract suites — passed: CI contract, documentation garden, navigation evaluation, review materiality, skill mirrors, context checks, context budget, script lint, and ADR checks.
  • Browser verification of docs/PLAN-progressive-verification-graph.html — passed. The page loaded at 1440 px without horizontal overflow or console errors. The before/after content and both final safeguard rules were present.
  • Direct sequential autoreview suite — the M5-specific removed-option assertion passed, then the suite stopped on the existing Darwin containment environment. The same adapter family stops at the same later fixture on independently reviewed pre-M5 runtime 5b3c21a22fc8808f90f94274af198d96199545d9. Required CI must supply the terminal behavior proof on the published head.
  • Claude Security scan — skipped because the diff changes CI and local hook and control-plane surfaces, and the claude-security skill was unavailable in this session. Focused trust checks and fresh-context review covered those surfaces.
  • pnpm agent:quality-gate, pnpm agent:quality-gate:test, and the full Bash gate — not run under the user's exact M5 waiver. This PR removes the legacy gate from the local author path. Required CI is authoritative for head 32691b362054eb1985c4c473d3d95ae02168d441.
  • Dashboard, indexer, code-generation, React Doctor, and workspace package checks — not run because no dashboard, indexer, schema, query, or workspace package source changed.
  • Required CI and current-head review — pending on the published final head.

Deferrals

Checklist

  • The Problem has no more than three bullets.
  • The opening explains the old behavior, new behavior, and concrete benefit.
  • The opening states the material limits and non-goals.
  • A reader can understand the opening without reading the diff.
  • Deeper implementation details come after the opening two sections.
  • Each Validation claim names its evidence and its material limit.
  • Every known deferral is listed under Deferrals with a GitHub issue link.
  • ADR 0078 records the approved early-cutover sequence and rollback condition.

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📥 Commits

Reviewing files that changed from the base of the PR and between 8e2753f and 32691b3.

📒 Files selected for processing (77)
  • .agents/roles/standards-enforcer.md
  • .agents/roles/verifier.md
  • .agents/skills/backlog-sweep/SKILL.md
  • .agents/skills/doc-garden/SKILL.md
  • .agents/skills/monorepo-import/SKILL.md
  • .agents/skills/ship/SKILL.md
  • .claude/commands/autoreview.md
  • .claude/hooks/session-start.sh
  • .claude/skills/backlog-sweep/SKILL.md
  • .claude/skills/doc-garden/SKILL.md
  • .claude/skills/monorepo-import/SKILL.md
  • .claude/skills/ship/SKILL.md
  • .github/ISSUE_TEMPLATE/agent-task.yml
  • .github/workflows/ci.yml
  • .trunk/hooks/pre-push
  • .trunk/trunk.yaml
  • AGENTS.md
  • README.md
  • alerts/AGENTS.md
  • docs/PLAN-progressive-verification-graph.html
  • docs/PLAN-progressive-verification-graph.md
  • docs/adr/0007-agent-quality-gate-and-merge-oracle.md
  • docs/adr/0033-adr-process-and-gate.md
  • docs/adr/0064-scripts-module-directories.md
  • docs/adr/0069-gate-routing-table-as-data.md
  • docs/adr/0073-guardrail-prose-pinned-in-ci.md
  • docs/adr/0076-fair-quality-gate-coordinator.md
  • docs/adr/0077-operator-triggered-backlog-sweep.md
  • docs/adr/0078-staged-verification-redesign.md
  • docs/adr/0080-merge-base-freshness-stamp.md
  • docs/metrics/verification-redesign-control-plane-after.json
  • docs/metrics/verification-redesign-m5-complexity.json
  • docs/metrics/verification-redesign-safeguards.jsonl
  • docs/notes/agent-quality-gate-mechanics.md
  • docs/notes/backlog-sweep.md
  • docs/notes/codex-agent-skills.md
  • docs/notes/codex-cloud-setup.md
  • docs/notes/dashboard-verification.md
  • docs/notes/peg-monitoring.md
  • docs/notes/pr-operating-card.md
  • docs/notes/pr-ready-state.md
  • docs/notes/quick-commands.md
  • docs/notes/sentry-triage-pipeline.md
  • docs/notes/worktree-and-web-setup.md
  • docs/pr-checklists/architecture-decisions.md
  • docs/pr-checklists/ci-workflow-gates.md
  • docs/pr-checklists/code-health.md
  • docs/pr-checklists/indexer-handler-invariants.md
  • docs/pr-checklists/recurring-review-patterns.md
  • docs/pr-checklists/review-prompt-exclusions.md
  • docs/terraform.md
  • governance-watchdog/ADDING_EVENTS.md
  • indexer-envio/AGENTS.md
  • indexer-envio/README.md
  • scripts/AGENTS.md
  • scripts/agent-autoreview.mjs
  • scripts/agent-autoreview.test.sh
  • scripts/agent-quality-gate.sh
  • scripts/agent-quality-gate.test.sh
  • scripts/bootstrap/agent-setup-contract.test.sh
  • scripts/bootstrap/claude-code-web-setup.sh
  • scripts/bootstrap/codex-cloud-maintenance.sh
  • scripts/bootstrap/codex-cloud-setup.sh
  • scripts/docs/check-verification-redesign-evidence.mjs
  • scripts/docs/check-verification-redesign-evidence.test.mjs
  • scripts/docs/docs-garden-issue-helpers.mjs
  • scripts/docs/docs-garden-issue.test.mjs
  • scripts/gate/mapping/shell-quote.mjs
  • scripts/gate/routing-table/arms-scripts.mjs
  • scripts/gate/routing-table/index.mjs
  • scripts/pr/review-materiality.mjs
  • scripts/pr/review-materiality.test.mjs
  • scripts/repo-health/check-guardrail-prose.test.mjs
  • scripts/repo-health/guardrail-prose.json
  • scripts/setup.sh
  • scripts/workflows/check-no-skip-audit.test.mjs
  • shared-config/AGENTS.md
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📝 Code Review Completed 2026-09-03T08:31:14.597152Z 32691b3 New commits
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Claude finished @chapati23's task in 3m 5s —— View job


Claude PR Review

Verdict: LGTM

This is a well-executed, well-evidenced doc/tooling cutover. I diffed origin/main...HEAD directly (63 files, +3069/-944, matching the PR's stated stats) and cross-checked the claims in the PR body against the actual diff rather than trusting the prose.

Note: this checkout's working tree had pre-existing uncommitted local modifications to .claude/commands/autoreview.md, .claude/hooks/session-start.sh, and four .claude/skills/*/SKILL.md files that partially revert the PR's changes. That's an artifact of this review sandbox, not part of the PR — I verified everything against the actual committed HEAD (9613ac41) via git show, not the working tree, so it did not affect this review. Worth a sanity check that it doesn't leak into a push from this environment.

What I checked and confirmed:

  1. .trunk/hooks/pre-push deleted, .trunk/trunk.yaml's agent-quality-gate-pre-push action/trigger fully removed, only trunk-fmt-pre-commit remains enabled.
  2. scripts/setup.sh, claude-code-web-setup.sh, codex-cloud-{setup,maintenance}.sh, and .claude/hooks/session-start.sh no longer install/require the agent.qualityGate.cloudPrePushRequireFresh hosted freshness policy.
  3. The two /ship skill mirrors (.agents/skills/ship/SKILL.md and .claude/skills/ship/SKILL.md) are byte-identical at HEAD and both carry the new author-check table language — the PR's "both mirrors" claim holds.
  4. docs/notes/pr-operating-card.md step 3 replaces the gate-invocation prose with the direct author-check trigger table; AGENTS.md, .claude/commands/autoreview.md, .agents/roles/verifier.md, .agents/roles/standards-enforcer.md, the ADR checklist, code-health checklist, and recurring-review-patterns doc were all sweeping-updated in the same PR to match (good adherence to the repo's doc-drift rule).
  5. docs/notes/agent-quality-gate-mechanics.md was updated in this PR (I initially missed it in the file list) and now correctly states the gate is a dormant/diagnostic-only mode post-M5.
  6. ADRs 0007, 0033, 0073, 0076, 0078, 0080 all got consistent status/rationale amendments; ADR 0073 in particular now correctly states required CI (the guardrail-prose job in ci.yml, confirmed present and required) is the binding enforcement route, which is accurate now that the local pre-push route is gone.
  7. scripts/repo-health/guardrail-prose.json pins the new operating-card/ship-mirror prose fragments; spot-checked several against the committed files (the checker collapses whitespace/line-wraps before matching, so the fragment cuts are consistent with existing convention).
  8. scripts/bootstrap/agent-setup-contract.test.sh adds solid executable pins (hook absence, trunk.yaml markers, hosted setup scripts, session-start.sh, setup.sh) that directly enforce the claims made in the PR body — this is good, it converts prose promises into a regression-tested contract.
  9. docs/metrics/verification-redesign-safeguards.jsonl correctly flips local.hook.prepush from deferred-with-owner to obsolete-with-evidence with a concrete evidence citation, and adds a new local.author-checks safeguard entry — consistent with keeping required CI as the backstop.
  10. No dashboard/indexer/schema source changed, matching the "not run" validation entries for those suites.

Findings: none risen to inline-worthy severity. This is documentation/tooling-control-plane surgery with strong self-verification (executable pins + guardrail-prose CI enforcement), and I didn't find a place where the diff contradicts the PR's own claims.

Numbered roll-up (for tooling):

  1. [P3] Informational only — this review environment had uncommitted local reverts to several .claude/* files at session start; unrelated to the PR content, flagged for the operator's awareness only, not a PR defect.

* origin/main:
  fix(tooling): require risk and pkg labels before agent-ready (#2234)

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💡 Codex Review

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Reviewed commit: 9613ac412a

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Comment thread .agents/skills/backlog-sweep/SKILL.md Outdated
Comment thread docs/notes/agent-quality-gate-mechanics.md
Comment thread docs/notes/pr-operating-card.md Outdated
Comment thread docs/notes/pr-operating-card.md Outdated
Remove the generated M5 receipts at this source boundary so the next evidence commit can bind to a source-only tree.
Serialize dashboard-heavy sweep checks. Replace the remaining author legacy-gate instruction, preserve deleted-path routing, and define control-plane checks. Remove generated receipts temporarily so the next commit can bind evidence to this source tree.
Regenerate the control-plane manifest and complexity receipt from source boundary a75937c. The receipts self-exclude and preserve the exact path, total, and budget formulas.
Add the mirror checker and its contract suite to the direct author-check table for mirrored skill changes. Pin the mapping in CI. Remove generated receipts temporarily so the next commit can bind evidence to this source tree.
Regenerate the control-plane manifest and complexity receipt from source boundary e25926f. The receipts self-exclude and preserve the exact path, category, total, and budget formulas.
Tell full-tier authors to select applicable checklists from changed surfaces and scoped instructions. Add an exact regression assertion. Remove generated receipts temporarily so the next commit can bind evidence to this source tree.
Regenerate the control-plane manifest and complexity receipt from source boundary 6e02669. The receipts self-exclude and preserve the exact path, category, total, and budget formulas.
Require the tracked hook and Trunk quality-gate action to be retained or removed together. Add fixtures for both one-sided states. Remove generated receipts temporarily so the next commit can bind evidence to this source tree.
Regenerate the control-plane manifest and complexity receipt from source boundary 6d2664e. The receipts self-exclude and preserve the exact path, category, total, and budget formulas.

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Reviewed commit: 608e29ef80

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Comment thread docs/notes/pr-operating-card.md
Comment thread .agents/skills/backlog-sweep/SKILL.md Outdated
Comment thread docs/notes/pr-operating-card.md Outdated

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💡 Codex Review

Here are some automated review suggestions for this pull request.

Reviewed commit: 096a53ffe5

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Comment thread docs/notes/pr-operating-card.md Outdated
Comment thread .agents/skills/backlog-sweep/SKILL.md
Comment thread docs/pr-checklists/architecture-decisions.md Outdated
chapati23 and others added 7 commits September 3, 2026 08:39
…-reconciled

* origin/main:
  fix(deps): pin fast-uri to 3.1.6 for four new high advisories (#2249)
…t two teardown comments (#2254)

* fix(gate): clear the six shellcheck findings in the gate test suite

`Code Quality` has been red on `main` since PR #2228 merged, and stayed
invisible until PR #2249 cleared the `fast-uri` advisories that were aborting
the job before its `Run Trunk` step. `./tools/trunk check --ci --all` reports
six shellcheck findings in `scripts/agent-quality-gate.test.sh`, all inside
`run_teardown_drain_command_identity_regression`. The check is
ruleset-required, so this blocks `main` and every PR.

Cause. The test lifts `teardown_active_timeouts` out of the gate and runs it
under `eval` inside `( … )` fixture subshells. shellcheck cannot see through
the `eval`, so every function the lifted body calls by name reads as never
invoked (SC2329). The `gate_run_id` fixture write is the same shape from the
other side: `shellcheck -x` follows `scripts/gate/run-handles.sh`, which a
later test sources, and pairs its `gate_run_id` reads with the subshell write
(SC2030).

Two of the five flagged functions are real indirect call sites, and a runtime
probe of the lifted function confirms both run: the portable subshell calls
`drain_completed_parallel_command` twice, the Darwin subshell calls
`drain_completed_darwin_command_cohort` twice, and the assertions read what
those calls wrote. Each keeps a `# shellcheck disable=SC2329` naming the
indirect call site. The `gate_run_id` write keeps a `# shellcheck
disable=SC2030` naming the sourced file whose reads shellcheck pairs it with.

The other three were dead. Both fixtures set `active_timeout_records=()`, so
the lifted teardown returns before its descendant walk and never enters the
Darwin exact-identity terminate loop. The same probe recorded zero calls to
`collect_process_tree` (defined in both subshells) and
`gate_darwin_exact_identity_terminate`. Deleting them removes three of the six
findings outright instead of waiving them; a comment at each site records why
no stub is needed and when one would be.

The regression still binds: with the gate's per-worker
`gate_drain_active_mapped_command` assignment mutated away, the test fails with
"the teardown named './tools/trunk check --ci x' for the first worker".

The operator gave explicit consent on 2026-09-03 to edit this file even though
it is the quality gate's own test suite.

Closes #2252

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01McsUkrwYBL6oC7CdZCCsc4

* fix(gate): correct the deletion-site comments and pin the SC2030 waiver

Review of the previous commit found two defects in what it added. Both are in
`run_teardown_drain_command_identity_regression`; neither changes behaviour.

The Linux deletion-site comment named the wrong mechanism. It said the teardown
"returns before its descendant walk", but on that path the guard at
`scripts/agent-quality-gate.sh:1508-1513` returns only when every registry is
empty, and the fixture sets `active_worker_pgids=(4000001 4000002)`. Execution
reaches the walk. `collect_process_tree` goes uncalled because `roots` is built
only from `active_timeout_records`, which the fixture leaves empty, so the loop
iterates zero times. A maintainer trusting the old wording would conclude that
nothing after the guard runs. The comment now names `roots`.

The SC2030 waiver was positional. shellcheck reports one SC2030 per variable and
currently attributes it to the Darwin `gate_run_id` write, which carries the
disable. The identical write in the Linux fixture had none, and was quiet only
because the Darwin one absorbed the finding. Deleting the Darwin assignment
moves the finding to that unprotected line: verified before this change
(`SC2030` at 6586) and after it (clean). Since the point of this PR is to keep
the required Code Quality check green, the directive is now mirrored onto both
writes so a later edit to either fixture cannot re-red it.

The Darwin restore-guidance also named `collect_process_tree` as a stub to put
back. That path returns at `scripts/agent-quality-gate.sh:1679` before the walk
whether or not records exist, so only the terminate stub could ever be needed
there; restoring the other would re-raise SC2329.

Validation: `shellcheck -x` clean; `./tools/trunk check --ci` clean on the file;
the lifted regression still passes with the same stub-invocation counts
(2/2/0/0); and it still fails under the mutated gate that drops the per-worker
mapped-command assignment.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01McsUkrwYBL6oC7CdZCCsc4

---------

Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
…early-cutover-reconciled

* commit '8e2753fc730889a64a0d58714d871121c3ae561b':
  fix(gate): mirror the SC2030 waiver onto the Linux fixture and correct two teardown comments (#2254)
  docs(sweep): groom the backlog queue and refine pkg:tooling independence (#2233)
  chore(coderabbit): stop incremental reviews to cut add-on spend (#2236)

# Conflicts:
#	.agents/skills/backlog-sweep/SKILL.md
#	.claude/skills/backlog-sweep/SKILL.md
#	docs/adr/0077-operator-triggered-backlog-sweep.md
#	docs/notes/backlog-sweep.md
#	docs/notes/pr-ready-state.md

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Reviewed commit: 32691b3620

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| Package Vitest configuration or hermetic setup | Run `node scripts/repo-health/check-hermetic-vitest-setup.mjs`. |
| Trunk configuration or local Git hook | Run `./tools/trunk check --ci --all` and `node scripts/workflows/check-github-action-pins.mjs`. Also run `bash scripts/bootstrap/agent-setup-contract.test.sh` when hook or Trunk action behavior changes. |
| Shell file, hosted agent setup, or hook | Run `bash -n` on each surviving changed shell file. Run `bash scripts/bootstrap/agent-setup-contract.test.sh` when hosted setup or hook behavior changes. |
| Agent instruction, role, command, skill, or runtime configuration | Run `pnpm agent:context-check`, `pnpm agent:context-budget:test`, and `pnpm agent:context-budget --strict`. Also run `pnpm docs:index --check` after adding, moving, or removing managed context. |

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P2 Badge Run the catalog check after metadata edits

When an existing managed document changes catalog-visible metadata—for example, an ADR title or any document's lifecycle status—docs/README.md changes even though no file was added, moved, or removed (docs/context-standards.md:69-75). This row then runs only the context and budget checks; check-agent-context.mjs validates metadata but does not compare the generated catalog, so the direct author workflow can publish a stale catalog and defer the failure to CI. Require pnpm docs:index --check for catalog-affecting edits, not only file lifecycle changes.

AGENTS.md reference: AGENTS.md:L25-L27

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