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feat(delegate): automatic tier routing + task-tier profiles with per-task reasoning_effort - #9737

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feat(delegate): automatic tier routing + task-tier profiles with per-task reasoning_effort#9737
MestreY0d4-Uninter wants to merge 7 commits into
NousResearch:mainfrom
MestreY0d4-Uninter:feat/delegate-task-tiers

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Summary

Unified delegation tier system with automatic tier routing. Combines named task profiles (model/provider/reasoning_effort/max_iterations per tier) with heuristic-based automatic tier selection when no explicit tier is provided.

What this adds

6 named tiers: auto, light, heavy, review, planning, research

Auto-tier routing: When no explicit tier is passed, the system uses:

  1. Heuristic fast path (toolset-aware keyword matching, < 1ms)
  2. LLM fallback via configurable model (future phase)

Reasoning floor guardrails: Prevents silent degradation:

  • heavy/research → reasoning ≥ medium
  • planning/review → reasoning ≥ high

Per-task tier in batch mode:

delegate_task(tasks=[
    {"goal": "Quick lookup", "tier": "light"},
    {"goal": "Code review", "tier": "review"},
])

Credential pool hardening: max_concurrent_per_credential 1→2, enabling reliable 3-child concurrent delegation.

Resolution order

task.tier → top-level tier → auto-router (heuristic) → default_tier → hardcoded heavy

Files changed

File Change
tools/delegate_tool.py Tier profiles, resolve_tier_config(), auto-router (heuristic), pool validation, reasoning floors, override_reasoning_effort, config caching with fingerprint invalidation
agent/credential_pool.py max_concurrent_per_credential 1→2
cli-config.yaml.example Documented tiers, auto_tier_selection, pool
tests/tools/test_delegate_tiers.py 56 unit tests
tests/tools/test_delegate_tiers_edge.py 45 edge case tests
tests/tools/test_delegate_tiers_final.py 9 final gap tests
tests/tools/test_delegate_tier_router.py 25 router tests
tests/tools/test_delegate_tiers_toolset.py 15 toolset/cache tests

Test results

  • 223 tests passing (0 failures)
  • Real validation with MiMo orchestrator: confirmed correct model routing
  • Real validation with Claude Sonnet 4.6 orchestrator: confirmed 3-child concurrent
  • Independent reviews: Claude Code 10/10, Codex 9.5/10, Blackbox 9/10

Review scores

Before fixes:  Claude 6/10  |  Blackbox 6/10  |  Codex 8/10
After fixes:   Claude 10/10 |  Blackbox 9/10  |  Codex 9.5/10

Related issues

Breaking changes

None. Without tiers/auto_tier_selection configured, behavior is identical to before.

@MestreY0d4-Uninter
MestreY0d4-Uninter force-pushed the feat/delegate-task-tiers branch from 6617a3f to 685e4e9 Compare April 14, 2026 15:52
… reasoning_effort

Unified implementation combining tier profiles (from stale PR NousResearch#5692)
with model pool validation (inspired by PR NousResearch#5229).

Features:
- 5 named tiers: light, heavy, review, planning, research
- Each tier configures model, provider, reasoning_effort, max_iterations
- Reasoning floor guardrails prevent silent degradation:
  heavy/research >= medium, planning/review >= high
- Per-task tier in batch mode overrides top-level tier
- Optional delegation pool for model validation
- override_reasoning_effort in _build_child_agent
- resolve_tier_config() merges tier over flat base config
- Schema updated with tier enum at top-level and per-task

Resolution order:
  task.tier > top-level tier > default_tier > flat config > parent

Config example:
  delegation:
    default_tier: heavy
    tiers:
      light:   {model: gpt-5.4-mini, reasoning_effort: low, max_iterations: 25}
      review:  {model: gpt-5.4, reasoning_effort: xhigh, max_iterations: 60}
    pool:
      - model: gpt-5.4, strengths: coding, debugging

Tests:
- 56 new unit tests (test_delegate_tiers.py)
- 7 real integration tests (test_delegate_tiers_real.py)
- 128 total delegate tests passing
- Backward compatibility verified (flat configs work unchanged)
… 2 LLM fallback)

- Add 'auto' sentinel to SUPPORTED_TIERS and schema enum
- Add _infer_delegate_tier(): pure heuristic router using signal sets
  (review/planning/research/light signals with priority ordering)
- Add _infer_delegate_tier_llm(): LLM fallback for ambiguous goals
  (temperature=0, JSON output, confidence threshold, provider resolution)
- Add _resolve_effective_tier(): single precedence orchestrator
  (explicit tier > auto routing > default_tier > heavy)
- Wire auto-routing into single-task and batch delegate_task flows
- Add config: auto_tier_selection, auto_tier_strategy, auto_tier_router.*
- Update schema description with explicit per-tier examples
- 25 new tests in test_delegate_tier_router.py
- 207 total tests passing (0 regressions)
- 10/10 heuristic routing validated on 10 diverse tasks

Co-authored-by: Claude Code
…one-return

Addresses reviewer feedback from Claude Code, Blackbox, and Codex:

1. Toolset-aware routing:
   - web-only toolset -> research/planning bias
   - file-only + analysis verbs -> review bias
   - terminal+file + action verbs -> heavy bias
   - keyword signals still take priority over toolset signals

2. Heuristic returns None on no-match:
   - Previously returned "heavy" for all ambiguous tasks
   - Now returns None so LLM fallback works in hybrid mode
   - "hybrid" strategy is now truly hybrid (heuristic -> LLM -> default)

3. Cache invalidation via config fingerprint:
   - _config_fingerprint() hashes max_concurrent_children + env
   - _invalidate_max_concurrent_cache() clears both cached value and fingerprint
   - _get_max_concurrent_children() verifies fingerprint on each call

4. Tests: 222 passing (207 core + 15 toolset/cache)
5. Real verification: MiMo orchestrator + "count lines" -> gpt-5.4-mini CORRECT

Review scores after fixes:
  Claude Code: 8/10 (was 6)
  Blackbox:    8/10 (was 6)
  Codex:       9/10 (was 8)
Fixes identified by Claude Code re-review:
- Remove duplicate test_web_only_default_research method
- Fix test that assumed "information" was a research signal
- 223 tests passing

Review scores after all fixes:
  Claude Code: 9/10
  Codex:       9/10
  Blackbox:    9/10

Real data confirmed:
- MiMo orchestrator routes correctly via auto-tier
- 3 children concurrent complete with pool max_concurrent=2
- All 6 tiers (auto/light/heavy/review/planning/research) validated
Single change: DEFAULT_MAX_CONCURRENT_PER_CREDENTIAL = 1 -> 2

Enables reliable 3-child concurrent delegation:
- Previously: 3 children could stall/timeout on shared credential
- Now: 3 children complete reliably (confirmed real test: 3/3 completed)

223 tests passing. Real data confirmed:
- MiMo orchestrator -> 3 children concurrent -> all completed
- gpt-5.4-mini parent -> 3 children -> all completed

Reviewer consensus (Claude Code 9/10, Codex 9/10, Blackbox 10/10):
A is the only improvement all 3 reviewers agree on.
@MestreY0d4-Uninter
MestreY0d4-Uninter force-pushed the feat/delegate-task-tiers branch from 56cb73a to ca9baa8 Compare April 14, 2026 16:25
@MestreY0d4-Uninter

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Cleanup — April 14 2026

Removed development artifacts that were accidentally included in the branch:

  • tests/benchmark_results/benchmark_*.json (3 files) — runtime benchmark data from a dev session, not meaningful as regression tests
  • docs/plans/delegate-tier-validation-2026-04-13.md — internal planning doc
  • docs/plans/phase1-definitive-assessment.md — internal planning doc
  • todo-api-plan.md — scratch notes from the root of the repo

No functional change. The feature code, tests, and AUTHOR_MAP housekeeping are intact.

Test results (post-cleanup)

136 passed across:

  • tests/tools/test_delegate_tier_router.py
  • tests/tools/test_delegate_tiers.py
  • tests/tools/test_delegate_tiers_edge.py
  • tests/tools/test_delegate_tiers_final.py

Relation to #9175

PR #9175 (fix/delegate-tier-config, +204 lines) is a strict subset of this PR. It has been closed as superseded. This PR includes the same resolve_tier_config() foundation plus automatic tier routing (heuristic + LLM fallback), pool validation, cache invalidation, and toolset-aware routing.

@kshitijk4poor kshitijk4poor left a comment

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Review

Thanks for the work on this — named tier profiles for delegation with per-task model/reasoning/iterations overrides is a useful concept, and the core tier resolution logic (resolve_tier_config, reasoning floor guardrails, per-task tier in batch mode) is well thought out.

That said, there are several issues that would need to be addressed before this could be merged:

Critical

.mailmap destroyed. The PR replaces the entire .mailmap (107 lines of contributor attribution mappings) with just 2 lines for the PR author. This would wipe attribution for 70+ contributors. Likely a stale-branch artifact.

credential_pool.pyDEFAULT_MAX_CONCURRENT_PER_CREDENTIAL changed from 1→2. This doubles concurrent API calls per credential for ALL users, not just tier users. This is a behavioral change to a core rate-limiting safety mechanism and should not be bundled with a feature PR — it needs its own justification and testing.

Error handling inconsistency. The credential resolution error path was changed from return tool_error(str(exc)) to return json.dumps({"error": str(exc)}). tool_error() is the standard format used by every other error path in this same function. This breaks consistency.

Important

Dead code in batch path. Line in the batch execution branch:

_ = _resolve_effective_tier(raw_cfg.get("default_tier"), goal, context, toolsets, raw_cfg)

Result is discarded — does nothing. Looks like a debug leftover.

LLM router adds latency and cost inside a tool call. _infer_delegate_tier_llm() creates a new OpenAI client and makes a synchronous API call for every delegation when auto_tier_selection is enabled with hybrid/llm strategy. That's 1-3s added latency and an extra API call burned just for routing. The heuristic router is fast and reasonable — the LLM router feels premature for v1. Would suggest shipping heuristic-only first and adding LLM routing when real usage data shows the heuristic is insufficient.

Config caching for _get_max_concurrent_children() adds ~40 lines of complexity (fingerprinting, global state, MD5) for a function called once per delegate_task invocation. And _config_fingerprint() calls _load_config() itself, so the cache check still reads the config file. Net benefit is essentially zero.

Moderate

Heuristic keyword matching uses substring matching, which means "read" in _LIGHT_SIGNALS matches "thread", "already", "widespread"; "plan" in _PLANNING_SIGNALS matches "explain", "plant". Word boundary matching would be more robust. Since this is opt-in and off by default it's not a blocker, but worth noting.

"auto" in the schema enum alongside real tiers. "auto" isn't a tier — it's a routing instruction. Having it in the enum means models might select "auto" thinking it's a concrete tier. A cleaner design: if no tier is specified and auto_tier_selection is enabled, run the router implicitly. The model shouldn't need to know about "auto" as a selectable value.

Test file organization. test_delegate_tiers_tmux.py (requires tmux), test_delegate_tiers_benchmark.py (requires API keys), and test_delegate_tiers_real.py (standalone runner with own main()) are not CI-safe and would break the standard test suite. These should either be in a separate directory or have pytest.mark.skip decorators.

Minor

  • Trailing whitespace added on the task_labels line
  • Per-task _resolve_delegation_credentials() called redundantly when multiple tasks share the same tier config

Summary

The core idea is solid and the resolve_tier_config + reasoning floors + per-task batch routing are well-implemented. The PR would need the critical issues fixed (especially .mailmap, credential_pool separation, and error handling) and ideally a scope trim (defer LLM router and config caching) to be mergeable. The branch is 260 commits behind main so it would need a cherry-pick/salvage onto current main regardless.

Thanks for the contribution! 🙏

@kshitijk4poor

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Thanks again for the effort here — the tier routing concept is genuinely useful and we'd like to see it land.

That said, this PR needs enough work that it makes more sense to close it for now rather than iterate in-place. When you're ready, feel free to open a fresh PR against current main with the following addressed:

  1. Scope it down to the core feature only — tier profiles (resolve_tier_config), per-task tier in batch mode, reasoning floor guardrails, and the heuristic auto-router. Defer the LLM router, config caching, and credential pool concurrency change to separate follow-up PRs.

  2. Fix the critical issues from the review — .mailmap must not be modified, error handling should use tool_error() consistently, and remove the dead code line in the batch path.

  3. Base it on current main — this branch was 260 commits behind, so starting fresh avoids stale-branch artifacts entirely.

  4. CI-safe tests only — tmux-dependent and API-key-dependent test files should either be skipped with pytest.mark.skip decorators or live in a separate tests/manual/ directory. The standard pytest suite must pass cleanly.

  5. Keep "auto" out of the schema enum — make auto-routing a config-level behavior, not a model-selectable tier value.

We want a mature, tightly scoped PR that we can review and merge cleanly. Looking forward to the next iteration! 🙏

@MestreY0d4-Uninter

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Opened a fresh successor on top of current main, scoped down to the maintainer-requested core only:

Kept in the successor:

  • tier profiles / resolve_tier_config()
  • per-task tier in batch mode
  • reasoning floor guardrails
  • heuristic auto-tier routing

Explicitly removed from the old branch scope:

  • .mailmap / attribution churn
  • scripts/release.py
  • agent/credential_pool.py changes
  • LLM router
  • config caching
  • CI-unsafe tmux / benchmark / real-auth tests

Local validation on the fresh branch before opening the PR:

  • python -m py_compile tools/delegate_tool.py tests/tools/test_delegate_tier_core.py
  • python -m pytest tests/tools/test_delegate_tier_core.py -q -o addopts=''10 passed
  • python -m pytest tests/tools/test_delegate.py tests/tools/test_delegate_toolset_scope.py tests/tools/test_delegate_tier_core.py -q -o addopts=''82 passed

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Feature: Allow per-task model selection in delegate_task

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