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Fix #2010: calibrate overseer prompt for refine-phase false positives - #2011

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Fix #2010: calibrate overseer prompt for refine-phase false positives#2011
jwbron merged 3 commits into
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Summary

Fixes #2010. Two false-positive OVERSEER_ALERTs fired during the refine phase of pipeline issue-1973 — both rooted in the overseer LLM misapplying its prompt, not in code. This PR calibrates the prompt so the LLM stops inferring deadlocks from expected refine-phase states.

  • Adds a Phase-relative baselines section to sandbox/agent-config/rules/overseer.md with two tables:
    • Expected show_contract state per phase — empty during refine is normal, not a deadlock.
    • Minimum producer-working window per phase (refine 5m, plan 3m, implement 10m) before a "no CONSENSUS_PROPOSE yet" alert is reasonable.
  • Tightens the stuck-phase-transition trigger: explicit "Do NOT emit when consensus.state != \"confirmed\"" and never grounded in an empty contract during refine.
  • Tightens the agent-heartbeat-stall trigger: now requires missed heartbeats and an orchestrator health alert and the phase-specific working-window floor.
  • Keeps the "When in doubt: alert" framing but pairs it with an evidence-citation requirement so the LLM must anchor alerts in observed data (log lines, message IDs, consensus.state, elapsed-time figures).

No code or test changes — prompt-only edit in sandbox/agent-config/rules/overseer.md.

Test plan

  • Re-run /sdlc on an issue that reproduces the conditions in Overseer prompt: false-positive 'stuck-phase-transition' and 'heartbeat-stall' during refine phase #2010 (refine phase with a non-trivial refiner task) and confirm no stuck-phase-transition or agent-heartbeat-stall alerts fire within the first 5 minutes while the refiner is doing legitimate exploration work.
  • Confirm that a genuine post-consensus.state == "confirmed" stall still triggers stuck-phase-transition as before.
  • Confirm that a genuine heartbeat stall (missed heartbeats + orchestrator health alert + window elapsed) still triggers agent-heartbeat-stall.

🤖 Generated with Claude Code

Adds a "Phase-relative baselines" section to the overseer rules and
tightens the two triggers that misfired in pipeline issue-1973:

- Contract-state table clarifies that an empty `show_contract` during
  refine is expected, not a deadlock — the refiner is the producer of
  the contract, not a consumer.
- Minimum producer-working window per phase (refine 5m, plan 3m,
  implement 10m) gives the LLM a concrete floor before flagging
  "no CONSENSUS_PROPOSE yet" as a stall.
- `stuck-phase-transition` trigger now explicitly forbids emitting
  when `consensus.state != "confirmed"` and when the only evidence
  is an empty contract during refine.
- `agent-heartbeat-stall` trigger now requires all three of:
  missed heartbeats, orchestrator health alert, and elapsed phase floor.
- "When in doubt: alert" guidance paired with an evidence-citation
  requirement so the LLM must justify an alert with observed data
  rather than inferring a deadlock from a single status query.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

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No agent-mode design concerns. The changes provide phase-relative baselines that orient the overseer with better domain context (expected contract state per phase, minimum working windows) rather than constraining its judgment. The evidence-citation requirement is a quality improvement, not a procedural constraint. Well-aligned with agent-mode design principles.

— Authored by egg

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Review: overseer prompt calibration for refine-phase false positives

Verdict: Approve with non-blocking suggestions.

This is a well-targeted prompt fix that addresses the two false-positive alerts documented in #2010. The changes are logically sound and directly implement all four suggestions from the issue. I reviewed the full file in context, cross-referenced the monitoring script (sandbox/overseer_monitor.py), and verified the prompt-only approach is correct for this system's two-tier architecture (deterministic orchestrator + LLM-based overseer).

What's good

  1. Phase-relative baselines table — clearly explains why an empty contract during refine is expected, not broken. This directly prevents the "hard deadlock" false positive.
  2. Tightened stuck-phase-transition — the explicit "Do NOT emit when consensus.state != "confirmed"" prevents the trigger from being misapplied to non-confirmed states, which was the root cause of Alert 2.
  3. Triple-AND for agent-heartbeat-stall — requiring missed heartbeats AND orchestrator confirmation AND working-window floor is a good layered defense against false positives. Since the orchestrator's deterministic tier still catches genuine stalls independently, suppressing the overseer's duplicate alert during early-phase windows is safe.
  4. Evidence-citation requirement — "every alert must cite specific observed evidence" paired with null-hypothesis framing is a solid calibration of the "when in doubt: alert" heuristic.

Non-blocking suggestions

1. Table column header "Refiner/coder role" is misleading (line 148)

The column describes the agent's role at phase start, but the header says "Refiner/coder role." In the plan row, the role is "Producer of plan; consumer of refine output" — that's the planner, not the refiner or coder. Consider renaming to "Producer role" or "Agent relationship to contract" to avoid confusing the LLM about which agent the column describes.

2. Working-window floors suppress overseer alerts for genuine early-phase crashes

If an agent crashes 30 seconds into refine and stops heartbeating, the triple-AND condition means the overseer won't alert for 5 minutes. This is acceptable because the orchestrator's deterministic heartbeat monitor handles this independently — but it's worth being aware that the overseer becomes a slower secondary layer during the window. If real-world data shows this matters, consider adding a carve-out: "unless the container has exited or is unreachable" to the working-window guidance.

3. The plan phase 3-minute floor seems short

Refine gets 5m, implement gets 10m, but plan gets only 3m. Planning can involve significant exploration (reading the refine analysis, exploring the codebase to assess feasibility, looking up patterns). If plan-phase false positives appear in the future, this is the likely first number to increase. Not blocking — you can calibrate based on real-world data.

4. Minor: "so long as the container is showing tool-call activity" nuance is in the first-proposal guidance but not in the heartbeat-stall trigger

The first-proposal window (line 158) conditions on active tool calls. The heartbeat-stall trigger (line 175) just says "the phase-specific minimum working window has elapsed" without the tool-call activity qualifier. This is probably fine since heartbeat stalls are about missed heartbeats specifically, but the slight asymmetry could confuse the LLM. Consider adding a brief clarifier to the heartbeat-stall trigger noting that tool-call activity is relevant evidence even outside the first-proposal context.

Verification

  • Confirmed this is prompt-only — no code or test changes needed.
  • The monitoring script (sandbox/overseer_monitor.py) collects data and outputs JSON; anomaly classification is LLM-side, so prompt calibration is the correct fix.
  • Markdown anchors (#phase-relative-baselines) resolve correctly to the new heading.
  • The four changes map 1:1 to the four suggestions in #2010.

— Authored by egg

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Thanks for the thorough review. Pushed fa30b82 addressing suggestions 1, 2, and 4:

1. Column header renamed — "Refiner/coder role" → "Agent relationship to contract". Agreed this was misleading for the plan row.

2. Container-exit carve-out added — The working-window guidance now explicitly states condition (c): the container has not exited or become unreachable. If it's down, escalate immediately regardless of the floor.

3. Plan phase 3-minute floor — Leaving as-is for now. Agreed this is the first knob to turn if plan-phase false positives appear, but want real-world data before adjusting. The orchestrator's deterministic tier still catches genuine stalls during this window.

4. Tool-call activity clarifier added to heartbeat-stall trigger — Added a note that active tool-call activity is relevant counter-evidence even outside the first-proposal context, resolving the asymmetry.

— Authored by egg

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No agent-mode design concerns in the delta. The three changes since ec75b7f are targeted prompt refinements addressing the general reviewer's feedback — column header rename, container-exit carve-out for the working-window floor, and a tool-call activity clarifier on the heartbeat-stall trigger. All three maintain the orienting-not-constraining character of the original prompt changes. No new anti-patterns introduced.

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Re-review: fa30b82 (addressing review feedback)

All three addressed suggestions are properly implemented. Approving.

Verification of addressed feedback

1. Column header rename — "Refiner/coder role" → "Agent relationship to contract" (line 148). Correct. The new header accurately describes the column for all three rows, including plan ("Producer of plan; consumer of refine output") which didn't fit the old header.

2. Container-exit carve-out (line 166) — The triple-AND now includes "(c) the container has not exited or become unreachable" with the immediate-escalation override. This closes the gap where a container crash 30 seconds into refine would be suppressed for 5 minutes by the working-window floor.

3. Tool-call activity clarifier on heartbeat-stall trigger (line 175) — Added the note that tool-call activity is relevant counter-evidence even outside the first-proposal window. This resolves the asymmetry between the baselines section and the heartbeat-stall trigger.

Non-blocking observation

The container-exit carve-out on line 166 is logically sound but its structure as condition (c) in a conjunction creates a slightly awkward reading: the AND says "don't emit agent-heartbeat-stall when the container is down" while the dash clause says "escalate immediately." An LLM will parse this correctly — "for a live container, all three conditions gate the alert; for a dead container, bypass the floor and escalate" — but if you ever find this section needs editing again, a restructured formulation might be clearer:

"Only emit agent-heartbeat-stall when both (a) the working-window floor has elapsed AND (b) the orchestrator has raised a corresponding health alert. Exception: if the container has exited or become unreachable, escalate immediately regardless of the working-window floor."

Not worth a follow-up commit on its own.

— Authored by egg

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Agreed. The exception-pattern formulation (when both (a) … AND (b) … **Exception**: …) reads more clearly than the current conjunction-with-dash-override. Will apply if this section gets edited again — not worth a standalone commit as noted.

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Applies the non-blocking suggestion from the re-review: restructure
the conjunction-with-dash formulation on the heartbeat-stall working-
window guidance into an exception-pattern (two AND conditions plus an
explicit Exception clause). Both reviewer and author agreed this reads
more clearly.

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Agreed. Applied the exception-pattern restructuring from the re-review's non-blocking observation in 0169ac8.

The working-window guidance on line 166 now reads:

Only emit agent-heartbeat-stall when both (a) the working-window floor has elapsed AND (b) the orchestrator has raised a corresponding health alert. Exception: if the container has exited or become unreachable, escalate immediately regardless of the working-window floor.

This replaces the conjunction-with-dash formulation ((a) … (b) … and (c) … — if …) with the clearer two-condition-plus-exception pattern as suggested.

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No agent-mode design concerns in the delta. The single new commit (0169ac8) restructures the container-exit carve-out from a conjunction-with-dash into an exception pattern — a readability improvement that preserves the same semantics. No new anti-patterns introduced.

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Re-review: 0169ac8 (exception-pattern restructuring)

No issues. The single change since fa30b82 correctly applies the exception-pattern restructuring from my previous non-blocking suggestion.

Before (conjunction-with-dash): "...when all three conditions are met: (a)... (b)... and (c) the container has not exited... — if the container is down, escalate immediately..."

After (two-condition-plus-exception): "...when both (a)... AND (b)... Exception: if the container has exited or become unreachable, escalate immediately..."

Semantics are preserved. The formulation is unambiguous — the two gating conditions are clearly separated from the override, which reduces the chance of an LLM misreading the conjunction. The escalation trigger on line 175 correctly references the baselines section via anchor link, so the container-exit exception applies transitively.

All three addressed suggestions from the initial review plus this restructuring are properly in place. No remaining concerns.

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egg review completed. View run logs

9 previous review(s) hidden.

@jwbron
jwbron merged commit 992a778 into main Apr 24, 2026
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james-in-a-box Bot pushed a commit that referenced this pull request Apr 24, 2026
…l: resolve conflict in overseer.md

Resolved semantic conflict in sandbox/agent-config/rules/overseer.md where
PR #2016 (Fix #2012, Tier-1 gating for heartbeat-stall alerts) and
PR #2011 (Fix #2010, refine-phase false-positive calibration) both modified
the heartbeat-stall trigger and "when in doubt" paragraph.

Resolution combines both approaches:
- Heartbeat stall: keeps PR's strict alerts_detail JSON gating as primary
  mechanism, adds main's working-window and tool-call counter-evidence
- When in doubt: keeps PR's qualitative-signal scoping and deterministic-
  trigger exception, adds main's evidence-citation requirement
james-in-a-box Bot added a commit that referenced this pull request Apr 24, 2026
…#2011)

* Fix #2010: calibrate overseer prompt for refine-phase false positives

Adds a "Phase-relative baselines" section to the overseer rules and
tightens the two triggers that misfired in pipeline issue-1973:

- Contract-state table clarifies that an empty `show_contract` during
  refine is expected, not a deadlock — the refiner is the producer of
  the contract, not a consumer.
- Minimum producer-working window per phase (refine 5m, plan 3m,
  implement 10m) gives the LLM a concrete floor before flagging
  "no CONSENSUS_PROPOSE yet" as a stall.
- `stuck-phase-transition` trigger now explicitly forbids emitting
  when `consensus.state != "confirmed"` and when the only evidence
  is an empty contract during refine.
- `agent-heartbeat-stall` trigger now requires all three of:
  missed heartbeats, orchestrator health alert, and elapsed phase floor.
- "When in doubt: alert" guidance paired with an evidence-citation
  requirement so the LLM must justify an alert with observed data
  rather than inferring a deadlock from a single status query.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* Address review feedback: clarify column header, add container-exit carve-out, add tool-call activity clarifier

* Restructure container-exit carve-out as exception pattern

Applies the non-blocking suggestion from the re-review: restructure
the conjunction-with-dash formulation on the heartbeat-stall working-
window guidance into an exception-pattern (two AND conditions plus an
explicit Exception clause). Both reviewer and author agreed this reads
more clearly.

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Co-authored-by: egg-reviewer[bot] <261018737+egg-reviewer[bot]@users.noreply.github.com>
Co-authored-by: james-in-a-box[bot] <246424927+james-in-a-box[bot]@users.noreply.github.com>
james-in-a-box Bot added a commit that referenced this pull request Apr 24, 2026
…#2011)

* Fix #2010: calibrate overseer prompt for refine-phase false positives

Adds a "Phase-relative baselines" section to the overseer rules and
tightens the two triggers that misfired in pipeline issue-1973:

- Contract-state table clarifies that an empty `show_contract` during
  refine is expected, not a deadlock — the refiner is the producer of
  the contract, not a consumer.
- Minimum producer-working window per phase (refine 5m, plan 3m,
  implement 10m) gives the LLM a concrete floor before flagging
  "no CONSENSUS_PROPOSE yet" as a stall.
- `stuck-phase-transition` trigger now explicitly forbids emitting
  when `consensus.state != "confirmed"` and when the only evidence
  is an empty contract during refine.
- `agent-heartbeat-stall` trigger now requires all three of:
  missed heartbeats, orchestrator health alert, and elapsed phase floor.
- "When in doubt: alert" guidance paired with an evidence-citation
  requirement so the LLM must justify an alert with observed data
  rather than inferring a deadlock from a single status query.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* Address review feedback: clarify column header, add container-exit carve-out, add tool-call activity clarifier

* Restructure container-exit carve-out as exception pattern

Applies the non-blocking suggestion from the re-review: restructure
the conjunction-with-dash formulation on the heartbeat-stall working-
window guidance into an exception-pattern (two AND conditions plus an
explicit Exception clause). Both reviewer and author agreed this reads
more clearly.

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Co-authored-by: egg-reviewer[bot] <261018737+egg-reviewer[bot]@users.noreply.github.com>
Co-authored-by: james-in-a-box[bot] <246424927+james-in-a-box[bot]@users.noreply.github.com>
james-in-a-box Bot added a commit that referenced this pull request Apr 25, 2026
…#2011)

* Fix #2010: calibrate overseer prompt for refine-phase false positives

Adds a "Phase-relative baselines" section to the overseer rules and
tightens the two triggers that misfired in pipeline issue-1973:

- Contract-state table clarifies that an empty `show_contract` during
  refine is expected, not a deadlock — the refiner is the producer of
  the contract, not a consumer.
- Minimum producer-working window per phase (refine 5m, plan 3m,
  implement 10m) gives the LLM a concrete floor before flagging
  "no CONSENSUS_PROPOSE yet" as a stall.
- `stuck-phase-transition` trigger now explicitly forbids emitting
  when `consensus.state != "confirmed"` and when the only evidence
  is an empty contract during refine.
- `agent-heartbeat-stall` trigger now requires all three of:
  missed heartbeats, orchestrator health alert, and elapsed phase floor.
- "When in doubt: alert" guidance paired with an evidence-citation
  requirement so the LLM must justify an alert with observed data
  rather than inferring a deadlock from a single status query.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* Address review feedback: clarify column header, add container-exit carve-out, add tool-call activity clarifier

* Restructure container-exit carve-out as exception pattern

Applies the non-blocking suggestion from the re-review: restructure
the conjunction-with-dash formulation on the heartbeat-stall working-
window guidance into an exception-pattern (two AND conditions plus an
explicit Exception clause). Both reviewer and author agreed this reads
more clearly.

---------

Co-authored-by: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Co-authored-by: egg-reviewer[bot] <261018737+egg-reviewer[bot]@users.noreply.github.com>
Co-authored-by: james-in-a-box[bot] <246424927+james-in-a-box[bot]@users.noreply.github.com>
james-in-a-box Bot pushed a commit that referenced this pull request Apr 25, 2026
Risk assessment for the overseer escalation/auto-issue/host-migration
work (issue-1962, advisor-strategy framing). Key findings:

- R-COMPAT-01 (verified): vendored claude-agent-sdk 0.1.65 does NOT
  expose advisor_20260301 / max_uses. Decision-23 Option A requires
  an SDK upgrade; default to Option B (two-call pattern).
- R-COST-01: decision-19 deferred the advisor budget cap; recommend
  shipping a defensive per-phase soft cap (max_uses_per_phase=5) to
  bound runaway-pipeline cost.
- R-COMPAT-03: PR #2011/#2016 calibration is recent and easy to
  regress; recommend feature-flagging host-migration so /sdlc and
  overseer can run side-by-side for calibration.
- R-OP-02: dedup signature is unspecified — recommend
  (anomaly_type + agent_role + repo), explicitly excluding pipeline_id.
- R-SEC-01/02: gateway must enforce label injection, size caps,
  repo pinning, and secret scrubbing on gh issue create from overseer.

5 human-review areas flagged. Rollback plan based on layered feature
flags so each thread (advisor / auto-issue / host-migration) can be
disabled at runtime without revert.

Authored-by: egg
james-in-a-box Bot pushed a commit that referenced this pull request Apr 25, 2026
… Opus model pin

Fresh risk assessment for the architect's revised analysis (decision-9
opt-1 sandbox-side gh; JSONL filed-issues; /sdlc overseer-absent
fallback as concrete deliverable; pinned advisor model; no 'off' mode).

Key findings vs the v1 risk pass:
- NEW BLOCKER R-COMPAT-01: architect's overseer_advisor_model pin
  'claude-opus-4-20250514' is the OLDER Opus 4 generation, NOT the
  'claude-opus-4-6' the egg codebase canonicalizes (shared/egg_harness/
  config.py:17) AND not the only model the public advisor tool currently
  supports. shared/egg_harness/cost.py has no row for that ID so cost
  telemetry will fail. Recommend changing default to claude-opus-4-6.
- NEW R-COMPAT-04: EGG_PIPELINE_REPO env var the gateway --repo
  restriction depends on does NOT exist anywhere today (verified by
  grep across sandbox/, orchestrator/, gateway/, shared/). Implement
  phase must add to kubernetes_spawner.py + sandbox/entrypoint.py;
  gateway must default-DENY when unset.
- NEW R-COMPAT-05: architect dropped 'off' value from
  overseer_auto_file_issues_mode per reviewer NACK; only escape is
  overseer_enabled=False which kills three features. Recommend re-add
  'off' value or sibling bool.
- NEW R-COMPAT-08/09: cross-cutting import path concerns for the
  template literal + infra-error helper extraction.
- NEW R-OP-06: /sdlc overseer-absent fallback "fires AT MOST ONCE per
  phase" needs explicit per-phase memory mechanism.
- NEW R-PERF-02: filed-issues.jsonl periodic compaction needs flock to
  avoid lost records on concurrent writes.
- NEW R-COMPAT-11: PipelineConfig delivery via status endpoint is
  unverified -- the new threshold knobs may be inert without endpoint
  changes.

Carry-over (still relevant from v1, updated for v2 architect):
- R-COST-01 advisor budget unbounded (decision-19 deferred)
- R-OP-01 shadow-mode HITL noise overwhelming operator
- R-OP-02 dedup_signature shape ambiguous (architect proposes
  pipeline_id+phase; risk pass recommends excluding both)
- R-OP-04 host-migration regression vs PR #2011/#2016 calibration
- R-SEC-01 secret leakage in public issue body
- R-SEC-02 gateway label injection must STRIP user labels first
- R-SEC-04 concurrent-write races on .egg-state/oversight/

Total: 25 risks across 6 categories. 8 require human review and are
surfaced in human_review_areas with concrete questions.

SDK spike confirmed: claude-agent-sdk 0.1.65 ServerToolName Literal
includes 'advisor' for response parsing only; no client-side tool
definition support, no max_uses, no advisor-tool-2026-03-01 beta header.
ClaudeAgentOptions.betas accepts only Literal['context-1m-2025-08-07'].
Option B (two-call pattern) is correct choice; HR-02 recommends
verifying claude-agent-sdk 0.1.66 (one patch ahead, fits inside the
existing >=0.1.65,<0.2 pin) before committing.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
jwbron pushed a commit that referenced this pull request Apr 25, 2026
Risk assessment for the overseer escalation/auto-issue/host-migration
work (issue-1962, advisor-strategy framing). Key findings:

- R-COMPAT-01 (verified): vendored claude-agent-sdk 0.1.65 does NOT
  expose advisor_20260301 / max_uses. Decision-23 Option A requires
  an SDK upgrade; default to Option B (two-call pattern).
- R-COST-01: decision-19 deferred the advisor budget cap; recommend
  shipping a defensive per-phase soft cap (max_uses_per_phase=5) to
  bound runaway-pipeline cost.
- R-COMPAT-03: PR #2011/#2016 calibration is recent and easy to
  regress; recommend feature-flagging host-migration so /sdlc and
  overseer can run side-by-side for calibration.
- R-OP-02: dedup signature is unspecified — recommend
  (anomaly_type + agent_role + repo), explicitly excluding pipeline_id.
- R-SEC-01/02: gateway must enforce label injection, size caps,
  repo pinning, and secret scrubbing on gh issue create from overseer.

5 human-review areas flagged. Rollback plan based on layered feature
flags so each thread (advisor / auto-issue / host-migration) can be
disabled at runtime without revert.

Authored-by: egg
jwbron pushed a commit that referenced this pull request Apr 25, 2026
… Opus model pin

Fresh risk assessment for the architect's revised analysis (decision-9
opt-1 sandbox-side gh; JSONL filed-issues; /sdlc overseer-absent
fallback as concrete deliverable; pinned advisor model; no 'off' mode).

Key findings vs the v1 risk pass:
- NEW BLOCKER R-COMPAT-01: architect's overseer_advisor_model pin
  'claude-opus-4-20250514' is the OLDER Opus 4 generation, NOT the
  'claude-opus-4-6' the egg codebase canonicalizes (shared/egg_harness/
  config.py:17) AND not the only model the public advisor tool currently
  supports. shared/egg_harness/cost.py has no row for that ID so cost
  telemetry will fail. Recommend changing default to claude-opus-4-6.
- NEW R-COMPAT-04: EGG_PIPELINE_REPO env var the gateway --repo
  restriction depends on does NOT exist anywhere today (verified by
  grep across sandbox/, orchestrator/, gateway/, shared/). Implement
  phase must add to kubernetes_spawner.py + sandbox/entrypoint.py;
  gateway must default-DENY when unset.
- NEW R-COMPAT-05: architect dropped 'off' value from
  overseer_auto_file_issues_mode per reviewer NACK; only escape is
  overseer_enabled=False which kills three features. Recommend re-add
  'off' value or sibling bool.
- NEW R-COMPAT-08/09: cross-cutting import path concerns for the
  template literal + infra-error helper extraction.
- NEW R-OP-06: /sdlc overseer-absent fallback "fires AT MOST ONCE per
  phase" needs explicit per-phase memory mechanism.
- NEW R-PERF-02: filed-issues.jsonl periodic compaction needs flock to
  avoid lost records on concurrent writes.
- NEW R-COMPAT-11: PipelineConfig delivery via status endpoint is
  unverified -- the new threshold knobs may be inert without endpoint
  changes.

Carry-over (still relevant from v1, updated for v2 architect):
- R-COST-01 advisor budget unbounded (decision-19 deferred)
- R-OP-01 shadow-mode HITL noise overwhelming operator
- R-OP-02 dedup_signature shape ambiguous (architect proposes
  pipeline_id+phase; risk pass recommends excluding both)
- R-OP-04 host-migration regression vs PR #2011/#2016 calibration
- R-SEC-01 secret leakage in public issue body
- R-SEC-02 gateway label injection must STRIP user labels first
- R-SEC-04 concurrent-write races on .egg-state/oversight/

Total: 25 risks across 6 categories. 8 require human review and are
surfaced in human_review_areas with concrete questions.

SDK spike confirmed: claude-agent-sdk 0.1.65 ServerToolName Literal
includes 'advisor' for response parsing only; no client-side tool
definition support, no max_uses, no advisor-tool-2026-03-01 beta header.
ClaudeAgentOptions.betas accepts only Literal['context-1m-2025-08-07'].
Option B (two-call pattern) is correct choice; HR-02 recommends
verifying claude-agent-sdk 0.1.66 (one patch ahead, fits inside the
existing >=0.1.65,<0.2 pin) before committing.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
jwbron added a commit that referenced this pull request Apr 26, 2026
* Initialize SDLC contract for issue #1962

* refine: analysis for #1962 (overseer escalation/auto-issue) [refiner]

Surfaces three threads in the issue — escalation tuning, autonomous
issue filing, and host→overseer migration — and recommends Option B
(escalation tuning + auto-issue in this pipeline, host migration as
a follow-up).

Key finding: `orchestrator/overseer/issue_filer.py::file_diagnostic_issue`
and the full OverseerMonitor decision ladder already exist but are
dead code — only referenced in tests. The deployed overseer is the
sandbox LLM agent under `sandbox/agent-config/rules/overseer.md`,
which explicitly forbids filing issues. Auto-issue is therefore a
wiring problem, not a greenfield capability.

Registered 16 choice decisions and 7 open-ended feedback questions
covering scope, dedup, labels, rollout, thresholds, and cross-issue
coordination (#1722, #1727, #1786, #1806, #1902).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* refine: address reviewer_refine NACK on #1962 analysis [refiner]

Blocking fixes:
1. Insert inline `<!-- egg-hitl-decision id=decision-N -->` markers
   for every registered decision (1..16). Contract had the decisions
   but draft was missing the per-question markers; fixed by
   restructuring "Open Questions" to reproduce each decision inline
   with its registered options plus recommended-option tags.
2. Remove the duplicate decision-15 cross-reference (it lived in
   both auto-issue-filing and interaction-with-existing-issues
   sections). Single authoritative block now.
3. Resolve decision-11 vs decision-1 redundancy: explicitly tag
   decision-11 as conditional on decision-1 ≠ Option B/D, with a
   dependency note inside the decision body.

Non-blocking improvements:
- Annotate decision-9 opt-4 ("reuse dead-code OverseerMonitor")
  with explicit "not recommended" caveat (re-introduces non-agent
  decision pipeline).
- Clarify decision-4 "Sonnet-gated" means in-loop reasoning, not a
  separate orchestrator-side classifier service.
- Cross-reference #1932 (closed) alongside #1971 in the interacting-
  issues list.
- Add Tests/regression risk subsection to Complexity Assessment
  (test_overseer_*.py, test_overseer_issue_filer.py, gateway tests,
  integration_tests gap).
- Tighten SKILL.md line citation to 1359-1383 (stall + NACK block).
- Tag plan-phase-candidate decisions (12, 13, 14, 16, feedback-1
  Q5/Q6/Q7) so the human can leave them unanswered at the refine
  gate.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* Persist statefiles after refine phase

* refine(#1962): rewrite analysis under advisor-strategy framing

Reframe the overseer escalation/issue-filing/host-migration work
under Anthropic's advisor strategy (Haiku executor, Opus advisor).
Carry forward pre-refine resolved preferences (scope, labels, dedup,
sub-agent scope, related-bugs scope) as constraints. Surface the
remaining load-bearing HITL items as new decisions (17-23) covering
advisor calibration, budget, prompt contract, gate placement,
host-migration sequencing, label confirmation, and
native-tool-vs-two-call implementation choice.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* refine(#1962): address reviewer_refine NACK

Address all 4 blocking findings from reviewer_refine NACK 93cf8334-699a-46:

1. Decisions 17-23 verified present on contract via mcp__sdlc__show_contract
   (the reviewer's snapshot was stale; re-verification before this re-propose
   confirms all 7 are registered).
2. Add `<!-- egg-hitl-decision id=decision-N -->` markers above every open
   decision (carry-overs 6, 8, 9, 10, 12-16; new 17-23). Add
   `<!-- egg-hitl-feedback id=feedback-1.QN -->` markers for Q1-Q7.
   Reproduce each decision inline with question + options + (Recommended) tags.
3. Fix off-by-one: 7 new decisions (17-23), not 6. Status table, mapping table,
   prose, and registration calls now agree.
4. Untangle decision-10 vs decision-22: rollout (decision-10) and host-migration
   sequencing (decision-22) are distinct questions; remove "folded into" claim;
   mapping table cites them separately.

Non-blocking nits also addressed:
- egg-orch CLI citation: 2549-2597 (subparser at 2553, alert parser at 2556)
- file_diagnostic_issue caller: monitor.py:624 (inside the dead class itself)
- #1902 cross-ref: concrete — opt-2 needs zero file-boundary work
- Authored-by trailer moved to end-of-file
- pip show claude-agent-sdk breadcrumb added for SDK spike
- BrowseComp claims cited to advisor-strategy blog post URL

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* Persist statefiles after refine phase

* Persist HITL resolution after refine phase gate

* plan(#1962): single-PR plan for advisor-gated overseer escalation, auto-issue filing, host migration

Decomposes the refine analysis into 8 phases / 18 tasks landing in one
PR per decision-22:
  Phase 1: SDK spike + config knobs + state schemas
  Phase 2: Gateway + egg-orch overseer file-issue CLI verb
  Phase 3: Issue body template revival + dedup
  Phase 4: Advisor wiring (two-call pattern, Option B per spike)
  Phase 5: Rule-doc rewrite (lift the issue-filing prohibition)
  Phase 6: Host -> overseer migration of /sdlc detectors
  Phase 7: Tests (orchestrator + gateway + integration + skill regression)
  Phase 8: Docs

Includes the SDK capability-spike result: claude-agent-sdk 0.1.65 does
not expose advisor_20260301 / max_uses, so the implement phase will
ship Option B (two-call advisor pattern) with Option A unlocking as a
clean follow-up swap if the SDK upgrades within the >=0.1.65,<0.2 pin.

Honors all 23 resolved refine decisions and the seven feedback-1
answers (Tier-1 intersection gate, shadow-mode rollout, agent:overseer
+ priority labels only, .egg-state/oversight/filed-issues.json dedup,
180s stuck-phase-transition default, no per-pipeline issue cap).

* plan(#1962): architect analysis -- advisor strategy + auto-issue + host migration

Deliver the plan-phase architect output for issue #1962 covering all three
in-scope threads (escalation tuning, autonomous issue filing, host->overseer
migration) under the advisor-strategy framing locked in during refine.

Resolves all 23 HITL decisions to a concrete implementation site:
- decision-23 SDK capability spike: claude-agent-sdk 0.1.65 does NOT expose
  advisor_20260301 / max_uses; Option C resolves deterministically to
  Option B (two-call advisor pattern)
- decision-18 intersection gate: advisor invoked iff Haiku confidence > 0.8
  AND >= 1 Tier-1 health alert present (#2012 generalization)
- decision-21 + decision-10: advisor recommends, human gates via existing
  pending_decisions HITL surface; shadow-mode rollout default
- decision-22: single PR with all three threads
- decision-12: PipelineConfig-driven thresholds; bump
  stuck-phase-transition default to 180s per feedback-1.Q2

Output written to .egg-state/agent-outputs/1962-architect-output.json
covering: 11 components, 12 technical decisions, 7 regression risks for
the risk_analyst, test strategy outline (unit + integration + regression),
and an explicit decision-to-resolution mapping covering all 23 HITL items.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* plan(#1962): risk_analyst output — 19 risks, 5 HR areas

Risk assessment for the overseer escalation/auto-issue/host-migration
work (issue-1962, advisor-strategy framing). Key findings:

- R-COMPAT-01 (verified): vendored claude-agent-sdk 0.1.65 does NOT
  expose advisor_20260301 / max_uses. Decision-23 Option A requires
  an SDK upgrade; default to Option B (two-call pattern).
- R-COST-01: decision-19 deferred the advisor budget cap; recommend
  shipping a defensive per-phase soft cap (max_uses_per_phase=5) to
  bound runaway-pipeline cost.
- R-COMPAT-03: PR #2011/#2016 calibration is recent and easy to
  regress; recommend feature-flagging host-migration so /sdlc and
  overseer can run side-by-side for calibration.
- R-OP-02: dedup signature is unspecified — recommend
  (anomaly_type + agent_role + repo), explicitly excluding pipeline_id.
- R-SEC-01/02: gateway must enforce label injection, size caps,
  repo pinning, and secret scrubbing on gh issue create from overseer.

5 human-review areas flagged. Rollback plan based on layered feature
flags so each thread (advisor / auto-issue / host-migration) can be
disabled at runtime without revert.

Authored-by: egg

* plan(#1962): address reviewer_plan NACK -- decision-9 opt-1, JSONL, fallback, mode

Resolve all 4 blocking + 7 non-blocking issues raised by reviewer_plan:

Blocking:
1. decision-9 opt-1 fix: agent-side CLI runs `gh issue create` ITSELF
   inside the sandbox via the gateway; no orchestrator-side endpoint
   invokes gh. New sandbox/egg_lib/overseer_issue_body.py helper for
   body-building. orchestrator/overseer/issue_filer.py kept ONLY as
   the canonical template literal source (marked DEAD).
2. filed-issues schema: switched to JSON Lines (.jsonl) per the
   append-only semantics; agent-timing.json stays single-object.
   Header line `{_kind: "header", schema_version: 1}` for format
   detection without a sidecar.
3. /sdlc overseer-absent fallback promoted from risk-mitigation prose
   to a concrete component_breakdown deliverable with explicit trigger
   conditions.
4. Dropped 'off' mode from overseer_auto_file_issues_mode Literal
   (decision-10 sanctioned shadow/live only; full disable uses
   existing overseer_enabled=False).

Non-blocking:
- Infra-error fast-path lives in NEW shared/egg_overseer_helpers/
  infra_error.py (single source of truth; agent + dead orchestrator
  code both import).
- Gateway allow-rule wording corrected: gh issue create is blocked
  by default-deny pattern (#1494), not _OVERSEER_BLOCKED_GH_OPS.
- EGG_PIPELINE_REPO env injection sized as a verify-and-inject
  component for the planner.
- PipelineConfig delivery via /status sized as a verify component.
- overseer_advisor_model PINNED to claude-opus-4-20250514.
- Token-budget framed as architect estimate; risk_analyst sizes.
- Test pruning footprint enumerated in regression risks; sized via
  pytest case count instructions for the planner.
- open_questions resolved by architect (mark-unused, no new endpoint,
  pinned opus); section renamed architect_resolved_questions.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* plan(#1962): address reviewer_plan NACK -- decision-9 opt-1, MCP tool, scrubbing

Resolve all 5 BLOCKING + 11 NON-BLOCKING items raised by reviewer_plan
on the original 8-phase plan.

Blocking fixes:
1. decision-9 opt-1 architectural fix: agent CLI in TASK-2-1 runs
   `gh issue create` ITSELF inside the sandbox via the gateway. The
   orchestrator REST endpoint that previously composed and ran gh is
   DROPPED. Body composition lives sandbox-side in
   sandbox/egg_lib/overseer_issue_body.py (TASK-3-1); orchestrator/
   overseer/issue_filer.py is preserved as the canonical template
   literal source only and marked DEAD.
2. Advisor module relocated from orchestrator/overseer/advisor.py to
   shared/overseer/advisor.py (TASK-1-5 + TASK-4-1) so it is
   importable from sandbox without crossing package boundaries.
3. TASK-4-2 commits explicitly to the MCP-tool invocation path
   (mcp__overseer__consult_advisor) -- no subprocess fallback. Tool
   surface, schema, and auth-gating to overseer role are spec'd.
4. New TASK-3-2 adds shared/egg_overseer_helpers/scrubbing.py with
   patterns for ghp_*/ghs_*/gho_*/ghu_*/ghr_* PATs, AKIA* AWS keys,
   Slack webhooks, and GITHUB_TOKEN=*/GH_TOKEN=*/ANTHROPIC_API_KEY=*
   exports. Advisor scrubs at return time; gateway scrubs as
   defense-in-depth.
5. compute_anomaly_signature in TASK-1-3 now uses
   (anomaly_type, agent_role, repo) -- repo from EGG_PIPELINE_REPO
   per decision-5 + R-OP-02. error_class field is dropped.

Non-blocking fixes:
- AgentTimingEntry adds last_alerted_at + alerted_anomalies fields
  for per-anomaly suppression in TASK-6-1 detectors.
- Title format becomes
  `[Pipeline Diagnostic] {anomaly_type} - {agent_role}
   [{anomaly_signature[:8]}]` so gh issue list --search is reliable.
- Body composition: advisor populates issue_title + issue_body
  (option a); CLI passes them through.
- overseer_auto_file_issues becomes a Literal["shadow","live"] mode
  (drops 'off'); HITL flow runs in both modes -- mode only controls
  whether gh is called once approval lands.
- New overseer_owns_host_detection: bool = False knob keeps /sdlc's
  host-side detectors live during a calibration window; Phase 6
  gates the deletions on this flag (mitigates R-COMPAT-03 / HR-03).
- TASK-3-3 (alert schema change) precedes TASK-4-2 (advisor wiring);
  Phase 3 precedes Phase 2 since CLI imports from issue_body helper
  and find_existing_issue.
- New TASK-7-5 metric instrumentation task per R-OP-05 emits
  structured "overseer_event" log lines at four sites.
- Backwards-compat regression test added in TASK-7-1 for legacy
  OVERSEER_ALERT payloads (R-COMPAT-05).
- TASK-7-6 explicitly asserts title contains signature substring.
- New TASK-1-4 verifies-and-injects EGG_PIPELINE_REPO env var.
- Gateway line numbers cited: agent_restrictions.py:153 (blocked
  ops list) and :193-218 (check_agent_gh_operation). Notes that
  `issue create` is not in the blocked list -- the change is
  adding an allow-rule, not removing from a deny-list.
- /sdlc overseer-absent fallback promoted to a concrete component
  with a single AskUserQuestion (4 options).
- Phase 5 rule doc has verbatim phrases for grep-based acceptance:
  "Dedup before recommend", "Flag-vs-HITL gating", "Secret scrubbing".

Total tasks: 23 across 8 phases (was 14 across 8). All tasks have
role + files + acceptance criteria.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* plan(#1962): risk_analyst v2 -- 25 risks, 8 HR areas, ship-blocker on Opus model pin

Fresh risk assessment for the architect's revised analysis (decision-9
opt-1 sandbox-side gh; JSONL filed-issues; /sdlc overseer-absent
fallback as concrete deliverable; pinned advisor model; no 'off' mode).

Key findings vs the v1 risk pass:
- NEW BLOCKER R-COMPAT-01: architect's overseer_advisor_model pin
  'claude-opus-4-20250514' is the OLDER Opus 4 generation, NOT the
  'claude-opus-4-6' the egg codebase canonicalizes (shared/egg_harness/
  config.py:17) AND not the only model the public advisor tool currently
  supports. shared/egg_harness/cost.py has no row for that ID so cost
  telemetry will fail. Recommend changing default to claude-opus-4-6.
- NEW R-COMPAT-04: EGG_PIPELINE_REPO env var the gateway --repo
  restriction depends on does NOT exist anywhere today (verified by
  grep across sandbox/, orchestrator/, gateway/, shared/). Implement
  phase must add to kubernetes_spawner.py + sandbox/entrypoint.py;
  gateway must default-DENY when unset.
- NEW R-COMPAT-05: architect dropped 'off' value from
  overseer_auto_file_issues_mode per reviewer NACK; only escape is
  overseer_enabled=False which kills three features. Recommend re-add
  'off' value or sibling bool.
- NEW R-COMPAT-08/09: cross-cutting import path concerns for the
  template literal + infra-error helper extraction.
- NEW R-OP-06: /sdlc overseer-absent fallback "fires AT MOST ONCE per
  phase" needs explicit per-phase memory mechanism.
- NEW R-PERF-02: filed-issues.jsonl periodic compaction needs flock to
  avoid lost records on concurrent writes.
- NEW R-COMPAT-11: PipelineConfig delivery via status endpoint is
  unverified -- the new threshold knobs may be inert without endpoint
  changes.

Carry-over (still relevant from v1, updated for v2 architect):
- R-COST-01 advisor budget unbounded (decision-19 deferred)
- R-OP-01 shadow-mode HITL noise overwhelming operator
- R-OP-02 dedup_signature shape ambiguous (architect proposes
  pipeline_id+phase; risk pass recommends excluding both)
- R-OP-04 host-migration regression vs PR #2011/#2016 calibration
- R-SEC-01 secret leakage in public issue body
- R-SEC-02 gateway label injection must STRIP user labels first
- R-SEC-04 concurrent-write races on .egg-state/oversight/

Total: 25 risks across 6 categories. 8 require human review and are
surfaced in human_review_areas with concrete questions.

SDK spike confirmed: claude-agent-sdk 0.1.65 ServerToolName Literal
includes 'advisor' for response parsing only; no client-side tool
definition support, no max_uses, no advisor-tool-2026-03-01 beta header.
ClaudeAgentOptions.betas accepts only Literal['context-1m-2025-08-07'].
Option B (two-call pattern) is correct choice; HR-02 recommends
verifying claude-agent-sdk 0.1.66 (one patch ahead, fits inside the
existing >=0.1.65,<0.2 pin) before committing.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* plan(#1962): address reviewer_plan NACK v2 -- drop advisor cap, fix paths, priority mapping

Resolve all 6 BLOCKING + 10 NON-BLOCKING items raised on plan v2.

Blocking fixes:
1. Dropped overseer_advisor_max_uses_per_phase entirely from TASK-1-2
   and TASK-4-2 per decision-19 ("no cap for now -- handle budget
   separately"). Acceptance criteria now ASSERT the knob's absence
   in PipelineConfig and grep for max_uses_per_phase in production
   code returns no matches (regression guard).
2. TASK-3-3 file path corrected from non-existent
   orchestrator/routes/overseer_alert.py to the real
   orchestrator/routes/pipelines.py (where OVERSEER_ALERT handling
   lives at lines 238, 461-473, 5791). Description now instructs
   the implementer to find the schema model by exploration first
   and cite the path in the commit message.
3. Dropped `_kind: Literal["record"]` from FiledIssueRecord (Pydantic
   v2 strips underscore-prefixed names from JSON output). Header line
   is now a hand-written dict literal in append_filed_issue, not a
   Pydantic dump. TASK-7-3 round-trip assertion verifies no `kind`
   key leaks into serialized records.
4. Added explicit priority-dimension mapping in TASK-1-2 +
   shared/overseer/priority.py (TASK-1-5): low|medium|high <->
   p3|p2|p1; p0 reserved for opt-in human escalation. Two helpers
   alert_to_label / label_to_alert. TASK-4-2's decision="alert"
   branch calls label_to_alert before invoking egg-orch overseer
   alert.
5. TASK-1-4 dropped the silent gh-repo-view fallback. EGG_PIPELINE_REPO
   now MUST be injected by the orchestrator; sandbox/entrypoint.py
   raises EnvironmentError if missing. test_entrypoint.py extended
   with a fail-fast acceptance.
6. Cross-phase dedup persistence honesty: new "Dedup persistence
   scope" section in Approach states the local JSONL cache is
   intra-phase only; cross-phase dedup relies on title-embedded
   8-char anomaly-signature + gh issue list --search.

Non-blocking fixes:
- Stall threshold split into overseer_stuck_phase_transition_seconds
  + overseer_agent_stall_seconds (both default 180s) to remove the
  double-duty ambiguity flagged by the reviewer.
- TASK-2-2 reframed: gh issue create from overseer is ALREADY allowed
  by the gateway (issue create is not in _OVERSEER_BLOCKED_GH_OPS).
  The change is adding additional guardrails (label injection, repo
  enforcement, body-size, secret scan), not flipping a deny->allow.
  Adds note to audit gateway/gateway.py for parallel-policy layers.
- TASK-4-2 cap-exceeded path is moot (no cap shipped); the prior
  STATUS-log-only path is gone.
- TASK-6-2 reframed in terms of stable section headings (### Stall
  Detection, ### Silent-Agent Detection, etc.) instead of absolute
  line numbers that drift mid-PR.
- New "Implementation order: 1 -> 3 -> 2 -> 4 -> 5 -> 6 -> 7 -> 8"
  callout in Approach so the implementer reading top-to-bottom
  doesn't hit Phase 2's imports before Phase 3 defines them.
- TASK-7-1 dead-code audit extended to grep for file_diagnostic_issue,
  _build_issue_body, DIAGNOSTIC_LABELS, AND OverseerMonitor across
  orchestrator/sandbox/gateway/shared. Stale imports keep the dead
  module alive accidentally.
- Consolidated the previously-split shared/overseer/ +
  shared/egg_overseer_helpers/ packages into a single
  shared/overseer/ package (advisor.py, scrubbing.py, infra_error.py,
  priority.py, state.py).
- TASK-7-6 explicit acceptance: integration test uses tmp_path
  fixture for .egg-state/oversight/ so cycle-2 dedup actually reads
  the JSONL written by cycle-1 (not a mock).
- TASK-7-7 fallback test explicitly fires only under
  overseer_owns_host_detection=True (the only state where the host
  has no detectors active).
- New manual_steps: file the metrics-instrumentation follow-up
  for feedback-1.Q6.(d) issue-acceptance-rate; file the
  advisor-budget follow-up per decision-19.
- Pre-merge manual step to formally close decision-15 with the no-op
  rationale (OVERSEER_PATTERNS already permits .egg-state/oversight/).

23 tasks across 8 phases unchanged. YAML parses cleanly.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* plan(#1962): address reviewer_plan NACK v3 -- claude-opus-4-6 + 8 non-blocking pull-forwards

Resolve the 1 BLOCKING + 8 NON-BLOCKING items raised on v3.

Blocking:
- TASK-1-2: overseer_advisor_model changed from claude-opus-4-20250514
  to claude-opus-4-6, the canonical opus alias defined at
  shared/egg_harness/config.py:17 and the only Opus-class entry with
  a cost-data row at shared/egg_harness/cost.py:18. The earlier ID
  would have silently broken the max_llm_cost_per_hour=$5 self-monitor
  because cost.lookup() returns no row. Cost-row regression assertion
  added to TASK-1-2 acceptance: assert
  egg_harness.cost.lookup(pc.overseer_advisor_model) is not None.

Non-blocking pull-forwards (all 8 risk_analyst items pulled forward
to keep implement-phase surprises down):
1. TASK-1-3: load_agent_timing / save_agent_timing helpers MUST
   acquire fcntl.LOCK_EX on .egg-state/oversight/agent-timing.lock
   for the read-modify-write critical section (R-PERF-02 / R-SEC-04
   mitigation #1). Concurrent overseer respawns at phase boundaries
   can race on the read step without this.
2. TASK-2-1: gh issue create now uses --json url,number,title and
   parses json.loads(stdout)["number"] instead of regex over URL
   suffix (R-COMPAT-10).
3. TASK-3-1: extracted single-source-of-truth template into
   shared/overseer/issue_template.py with TEMPLATE_LITERAL constant
   and render(**fields) function. Both the dead orchestrator path
   and the sandbox helper import from it; canonical-byte-equality
   test guards drift (R-COMPAT-08).
4. TASK-1-3: compute_anomaly_signature gets a fourth input
   tier1_alert_types: tuple[str, ...] = () (sorted, default empty)
   so two anomalies sharing (anomaly_type, agent_role, repo) but
   triggered by different Tier-1 alerts don't collapse to the same
   signature (HR-06 default).
5. TASK-3-3: OVERSEER_ALERT gets explicit schema_version: int = 2
   field. /sdlc parsing in TASK-6-2 reads the version (defaulting
   to 1 if absent) and falls back gracefully (R-COMPAT-06).
6. TASK-7-8 (NEW): sandbox/tests/test_shared_overseer_imports.py
   smoke-tests every new shared/overseer/ module imports inside
   the sandbox container; runs the imports inside the built image
   when Docker is available (R-COMPAT-09).
7. TASK-1-3: FiledIssueRecord gets hitl_outcome: Literal["filed",
   "skipped", "modified_and_filed"] | None = None field. issue_number
   is now Optional (None when hitl_outcome=="skipped"). Prevents
   re-prompting on the same anomaly after overseer respawn (R-OP-03).
8. TASK-6-2: /sdlc overseer-absent fallback writes a sentinel file
   .egg-state/oversight/sdlc-fallback-fired-{pipeline}-{phase}.flag
   on first emit; pre-emit check skips AskUserQuestion if sentinel
   exists. TASK-7-7 simulates two consecutive ticks and asserts
   AskUserQuestion fires exactly once (R-OP-06).

Total tasks: 24 across 8 phases (was 23). YAML parses cleanly.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* Persist statefiles after plan phase

* Persist HITL resolution after plan phase gate

* docs(#1962): document advisor gate, auto-issue filing, host migration

Adds documentation for the planned overseer changes in issue #1962:

- pipeline-health-monitoring.md: new "Advisor Gate", "Auto-Issue Filing
  (Shadow vs Live)", "Host Detector Migration", and "MCP Advisor Tool"
  sections; six new PipelineConfig knobs in the configuration table
  (overseer_advisor_model, overseer_auto_file_issues_mode,
  overseer_owns_host_detection, overseer_stuck_phase_transition_seconds,
  overseer_agent_stall_seconds, overseer_silent_agent_threshold_seconds,
  overseer_long_running_phase_seconds, overseer_nack_unresolved_seconds);
  diagnostic body template extended with the Pipeline Links sub-block;
  EGG_PIPELINE_REPO env-var contract documented.
- reference/agent-roles.md: overseer entry updated for the new
  egg-orch overseer file-issue capability, the two new state files
  (.egg-state/oversight/filed-issues.jsonl, agent-timing.json), the
  EGG_PIPELINE_REPO requirement, the gateway constraints on
  gh issue create, and the OVERSEER_ALERT schema_version=2 fields.
- architecture/orchestrator.md: added a host-to-overseer migration
  paragraph covering the calibration-window flag, advisor strategy,
  and the new MCP advisor tool, with cross-links to the guide.

These updates anchor on the planner artifact at
.egg-state/drafts/1962-plan.md (TASK-8-1) and will be tightened against
the coder/tester output as it lands.

Refs #1962

* implement(#1962) Phase 1: foundation — config knobs + shared package + schemas

Lands the foundation work the rest of the #1962 implementation depends
on. No behavior change yet — these are the data models and config
surface that Phases 2/3/4/6 plug into.

TASK-1-1: SDK spike record at .egg-state/agent-outputs/1962-sdk-spike.md.
The vendored claude-agent-sdk==0.1.65 does NOT expose advisor_20260301
or max_uses; ship Option B (two-call advisor pattern) accordingly.

TASK-1-2: PipelineConfig knobs (orchestrator/models.py):
- overseer_advisor_model="claude-opus-4-6" (canonical alias; cost row
  populated in shared/egg_harness/cost.py:18, so the
  max_llm_cost_per_hour self-monitor stays accurate)
- overseer_auto_file_issues_mode: Literal["shadow","live"]="shadow"
- overseer_owns_host_detection: bool=False (calibration-window flag)
- overseer_stuck_phase_transition_seconds=180 (was hard-coded ~60s)
- overseer_agent_stall_seconds=180
- overseer_silent_agent_threshold_seconds=600
- overseer_long_running_phase_seconds=3600
- overseer_nack_unresolved_seconds=180
Per decision-19, no overseer_advisor_max_uses_per_phase knob is added;
the existing max_llm_cost_per_hour=$5 envelope remains the only budget
control until the follow-up advisor-budget issue lands.

TASK-1-3 + TASK-1-5: New shared/egg_overseer/ package:
- priority.py: alert_to_label / label_to_alert (low↔p3, medium↔p2,
  high↔p1; p0 collapses to high on label_to_alert).
- scrubbing.py: scrub_secrets() + find_secret_kinds() — covers
  ghp_/ghs_/gho_/ghu_/ghr_ PATs, AKIA AWS keys, Slack webhooks,
  GITHUB_TOKEN/GH_TOKEN/ANTHROPIC_API_KEY env exports.
- infra_error.py: is_infra_error / classify_infra_error — gh API
  rate-limit, container OOM, network DNS / connection / timeout
  patterns.
- state.py: FiledIssueRecord, AgentTimingEntry, AgentTimingState
  Pydantic models; load/append helpers for filed-issues.jsonl
  (header line on first append, line-position-disambiguated records);
  load/save helpers for agent-timing.json (atomic tempfile+rename
  AND fcntl.LOCK_EX on .lock sentinel per R-PERF-02 / R-SEC-04);
  compute_anomaly_signature(anomaly_type, agent_role, repo,
  tier1_alert_types) → 16-hex SHA-1 prefix.
- advisor.py: AdvisorVerdict Pydantic model (with model_validator that
  enforces issue_title/issue_body/priority required when
  decision==file_issue; alert_summary required when decision==alert)
  and the consult_advisor coroutine (Option B two-call pattern via
  egg_agent.client.run_agent_async; defense-in-depth scrub_secrets on
  issue_body before return).
- shared/pyproject.toml include list extended with "egg_overseer*".

NOTE on package naming: planner referred to this as
shared/overseer/ in the plan document. The actual Python package is
named egg_overseer to match the existing egg_* convention used by
egg_orchestrator, egg_health, etc., because /opt/egg-runtime/shared/
(not its parent) is on PYTHONPATH at runtime — `from shared.overseer`
imports would fail in the sandbox. Imports across the patch use
`from egg_overseer.* import ...`.

TASK-1-4: EGG_PIPELINE_REPO env var:
- orchestrator/kubernetes_spawner.py: derive owner/repo from repos[0]
  (the same source EGG_REPO_PATH uses) and inject into the spawned
  container's environment dict next to EGG_REPO_PATH.
- sandbox/entrypoint.py: fail-fast in setup_environment when the
  overseer role's container starts without EGG_PIPELINE_REPO; writes
  a structured stderr line and raises OSError. No `gh repo view`
  fallback per the plan — silently mis-targeting an issue is worse
  than aborting.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* implement(#1962) Phase 3: issue body template + dedup primitives + alert schema

TASK-3-1: Single-source-of-truth issue template.
- shared/egg_overseer/issue_template.py: TEMPLATE_LITERAL + render(**fields).
  The literal is the canonical issue-body source extended with a
  "Pipeline Links" sub-block per decision-8 opt-2.
- sandbox/egg_lib/overseer_issue_body.py (NEW):
  - compose_issue_title(anomaly_type, agent_role, anomaly_signature) →
    "[Pipeline Diagnostic] <anomaly> - <role> [<sig8>]" (title embeds
    the 8-char signature so cross-phase gh search succeeds).
  - compose_issue_body(...): renders the canonical template with the
    Pipeline Links sub-block, then runs the result through
    scrub_secrets() as defense-in-depth (advisor is the primary
    scrubber).
  - find_existing_issue(repo, anomaly_signature, ...): reads the local
    .egg-state/oversight/filed-issues.jsonl cache first; falls back to
    `gh issue list --label agent:overseer --state open --search <sig8>
    --json number,title --limit 100` and returns the first issue whose
    title carries the signature prefix.
- orchestrator/overseer/issue_filer.py marked DEAD CODE; literal
  delegated to egg_overseer.issue_template.TEMPLATE_LITERAL via .format()
  so the historical orchestrator path stays operational for the
  byte-equality regression test without a parallel copy. Production
  filing happens sandbox-side via the new CLI verb (decision-9 opt-1).

TASK-3-2: scrub_secrets() body landed in Phase 1 commit 83f282a9d
(shared/egg_overseer/scrubbing.py); this commit only exercises it
through compose_issue_body's defense-in-depth scrub.

TASK-3-3: OVERSEER_ALERT schema extension (no new fields on Message —
extension is carried in the existing free-form metadata dict so legacy
callers see no schema change at the BaseModel level):
- sandbox/egg_agent_tools/handlers/progress.py: progress_overseer_alert
  now accepts optional 'recommendation' (validated against
  {'file_issue'}) and 'recommendation_payload' (dict, ≤50 KB).
  Stores them under metadata.recommendation /
  metadata.recommendation_payload alongside an explicit
  metadata.schema_version=2 marker. Pre-#1962 callers omit both fields
  and the message round-trips with schema_version=2 but no
  recommendation; legacy parsers that ignore unknown metadata keys see
  identical behavior.
- sandbox/egg_lib/orch_cli.py: ov_alert subparser exposes
  --recommendation and --recommendation-payload-file; the latter is
  required when --recommendation is set; the file is JSON-parsed and
  forwarded to the handler.

The advisor-side composer (TASK-4-1) emits the OVERSEER_ALERT with
recommendation=file_issue + the fully-composed payload; /sdlc renders
the alert and (in shadow mode, the default) raises a HITL decision
the human resolves. The CLI verb in TASK-2-1 reads that approval and
calls gh.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* implement(#1962) Phase 2: gateway guardrails + egg-orch overseer file-issue CLI

TASK-2-1: New `egg-orch overseer file-issue` subcommand in
sandbox/egg_lib/orch_cli.py:
- Required flags: --anomaly-type, --priority {p0,p1,p2,p3},
  --agent-role, --anomaly-signature (16-hex), --issue-title-file,
  --issue-body-file. Optional: --parent-alert-message-id, --dry-run.
- Reads title + body from local files (no shell-escape headaches);
  enforces title ≤120 chars and body ≤50 KB locally so the gateway
  doesn't have to fail at the network boundary.
- Pre-call dedup: find_existing_issue(repo, anomaly_signature) reads
  the local .egg-state/oversight/filed-issues.jsonl cache first;
  falls back to `gh issue list --label agent:overseer --state open
  --search <sig8> --json number,title --limit 100` and short-circuits
  on a hit (returns {filed: false, dedup_match: <number>}).
- Live path: subprocess.run(["gh", "issue", "create", "--repo",
  $EGG_PIPELINE_REPO, "--title-file", ..., "--body-file", ...,
  "--label", "agent:overseer", "--label", priority, "--json",
  "url,number,title"]). Parses json.loads(stdout)["number"] (NOT a
  regex over the URL suffix per risk_analyst R-COMPAT-10).
- On success appends a FiledIssueRecord to filed-issues.jsonl and
  emits a structured `overseer_event` log line with
  outcome=filed|dedup, issue_number, anomaly_signature for the
  metrics instrumentation in TASK-7-5.

TASK-2-2: Gateway guardrails in gateway/agent_restrictions.py.
Importantly preserves the verified baseline ("issue create *" is NOT
on _OVERSEER_BLOCKED_GH_OPS, so gh issue create from the overseer is
already permitted by the role-level rule). The new check adds
*additional* guardrails on top:
- check_overseer_gh_issue_create(role, repo, pipeline_repo, labels,
  title, body) → OverseerGhCheckResult.
- (a) repo enforcement: --repo MUST equal EGG_PIPELINE_REPO when set;
  cross-repo filing rejected.
- (b) label injection: agent:overseer + a p0..p3 priority label
  auto-added when caller forgot. Defense-in-depth against accidental
  bypass.
- (c) size limits: title ≤120 chars, body ≤50 KB.
- (d) defense-in-depth secret scan via egg_overseer.scrubbing.
  find_secret_kinds; rejects with structured error citing the
  matched pattern kinds (gh-pat / aws-key / slack-webhook / env-export).
- No rate limit (per feedback-1.Q4 — dedup + shadow-mode rollout are
  the rate-limiting controls).

The actual wiring of check_overseer_gh_issue_create into the gateway's
gh-passthrough handler (so it intercepts the live request) is left as
a follow-up because the gateway's request-handling shape is unrelated
to the policy module — exposing the check function here lets the
existing handler call it without restructuring. This matches the
`add a gateway allowlist rule now, defer PATH restructuring` decision
in decision-14.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* implement(#1962) Phases 4+6: advisor MCP tool + migrated detectors + status

TASK-4-2: Orchestrator-side MCP tool surface for the advisor.
- orchestrator/mcp/tools/overseer_advisor.py (NEW): CONSULT_ADVISOR_TOOL
  schema dict + handle_consult_advisor async handler. Auth-gates to the
  overseer role (other roles get a permission error). Forwards to
  egg_overseer.advisor.consult_advisor with PipelineConfig threading.
- The full FastMCP wiring (adding the tool to PIPELINE_TOOLS in
  orchestrator/mcp_tools.py and the dispatch table in
  PipelineToolHandler.handle_tool_call) is left as a small follow-up
  edit so the schema + handler can land here without restructuring
  the existing tool registration loop. The overseer rule doc (Phase 5,
  documenter task) references the eventual MCP tool name
  `mcp__overseer__consult_advisor` so callers don't have to learn a
  new name when the wiring lands.

TASK-1-2 (status endpoint extension): orchestrator/routes/pipelines.py
get_pipeline_status now embeds the eight new overseer config knobs
under data.config so the sandbox-side overseer_monitor can read
PipelineConfig values via the existing status endpoint (no new
endpoint required).

TASK-6-1: Migrated detectors land in sandbox/overseer_monitor.py.
- run_migrated_detectors(...) reads .egg-state/oversight/agent-timing.json
  via egg_overseer.state.load_agent_timing (flock-protected), runs the
  four detectors, persists alerted_anomalies bookkeeping back, and
  returns alert dicts the agent should consider emitting via
  `egg-orch overseer alert`.
- detect_agent_stall — phase_entered_at older than
  overseer_agent_stall_seconds. Priority=medium. Recommends
  `egg-checkpoint show` for diagnostics.
- detect_agent_silent — first_seen_at older than
  overseer_silent_agent_threshold_seconds AND no progress events.
  Priority=medium.
- detect_nack_unresolved — outstanding NACK older than
  overseer_nack_unresolved_seconds. Priority=high.
- detect_phase_long_running — implement phase elapsed beyond
  overseer_long_running_phase_seconds. Priority=medium.
- All detectors honour overseer_owns_host_detection (calibration-window
  flag, default False). When False, run_migrated_detectors returns []
  immediately — /sdlc keeps owning these detectors during the
  calibration window. When True, the overseer is the sole source.
- Per-anomaly suppression: each detector skips emitting if the same
  (role, anomaly) fired within `2 * threshold` seconds; the
  alerted_anomalies map on AgentTimingEntry is the bookkeeping store.
- run_once now appends `detector_alerts` (list of alert dicts) and
  `advisor_gate` (Tier-1 alert presence + sorted alert types) to the
  cycle JSON line. The overseer agent reads `advisor_gate` to decide
  whether the Haiku-flag × Tier-1-intersection gate has tripped and
  the advisor MCP tool should be invoked.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* implement(#1962) lint fixes: drop unused body local, drop forward-ref quotes

Trivial cleanup on top of the four #1962 phase commits:

- sandbox/egg_lib/orch_cli.py: drop the unused `body` local in
  cmd_overseer_file_issue — the body is passed to gh via --body-file
  so the decoded text was never read; the byte-length cap is what
  matters and is already enforced.
- sandbox/overseer_monitor.py: drop unused AgentTimingState import in
  run_migrated_detectors (never instantiated; AgentTimingEntry is the
  only type referenced).
- shared/egg_overseer/advisor.py: drop forward-reference quotes on
  AdvisorVerdict and PipelineConfig — the module already enables
  `from __future__ import annotations` so all type annotations are
  strings by default.

No behavior change. Ruff now passes clean on all #1962 files.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* implement(#1962): address reviewer_contract NACK — wire MCP tool, gateway, schema, calibration

Address 4 of 5 blocking issues raised by reviewer_contract on the
initial proposal. Blocker 3 (package naming `shared/egg_overseer/` vs
`shared/overseer/`) surfaced as decision-26 HITL for human resolution.

Blocker 1 (TASK-4-2 — MCP advisor tool not registered): wire the
`consult_advisor` tool into the FastMCP server.
- orchestrator/mcp_tools.py: add the tool entry to PIPELINE_TOOLS
  (auth-gated to overseer role at the handler level) and the
  `consult_advisor → _handle_consult_advisor` dispatch in
  PipelineToolHandler.handle_tool_call. Handler runs the async
  consult_advisor coroutine in a fresh event loop because the
  FastMCP wrapper invokes handle_tool_call from a thread-pool worker.
- sandbox/overseer_monitor.py: add `maybe_consult_advisor(classification,
  cycle_report)` that encodes the Tier-1 intersection gate
  (classification.confidence ≥ 0.8 AND tier1_alerts_present) and
  forwards to the MCP tool when both conditions trip. The advisor_gate
  field in the cycle report now also carries `gate_open` so the
  overseer agent reads it directly.

Blocker 2 (TASK-2-2 — gateway guardrail not wired into live request
path): invoke check_overseer_gh_issue_create from the existing
gh-passthrough handler.
- gateway/gateway.py: after the role-level check_agent_gh_operation
  pass, when session_role=="overseer" AND args[0:2]==["issue","create"],
  parse --repo / --label / --title{,-file} / --body{,-file} from the
  argv and call check_overseer_gh_issue_create. Failure → 403 with
  structured error. Auto-injects required labels (agent:overseer +
  p2 default) when caller forgot, with audit log entry.

Blocker 4 (TASK-6-1 — detector logic inverted vs side-by-side
calibration): the original implementation returned [] when the flag
was False, leaving no overlap. Fix:
- run_migrated_detectors now runs UNCONDITIONALLY (both calibration
  and live modes). Each emitted alert dict carries
  `calibration_only: True` when overseer_owns_host_detection=False
  (the calibration default — observational, /sdlc keeps the
  authoritative detectors firing) and `False` when True
  (authoritative, host detectors expected silent). This satisfies
  the plan's "side-by-side calibration with the overseer's new
  detectors" intent and the feedback-1.Q6 success-criterion that
  needs comparable signal from both sides during the calibration
  release.

Blocker 5 (TASK-3-3 — schema-version field on metadata, not OVERSEER_ALERT
model): add first-class fields on the message envelope.
- orchestrator/message_store.py: Message gains optional
  `recommendation: str | None = None`,
  `recommendation_payload: dict | None = None`,
  `schema_version: int = 1` fields. to_dict() emits them only when
  populated / non-default so legacy callers serialize byte-identically
  to today (the regression guarantee TASK-7-1 requires).
- sandbox/egg_agent_tools/handlers/progress.py: progress_overseer_alert
  now writes the new fields to the top-level message data dict (not
  to metadata). schema_version=2 is set whenever recommendation or
  recommendation_payload is populated; otherwise the message
  defaults to schema_version=1 (pre-#1962 implicit).

PR commit message identifies the schema-file path
(orchestrator/message_store.py) as TASK-3-3 acceptance requires.

Tests: 232 orchestrator tests pass (test_models, test_message_store,
test_overseer_monitor, test_overseer_alert_isolation,
test_overseer_issue_filer); ruff clean on all touched files.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* docs(#1962): align with actual implementation (egg_overseer, metadata schema)

Refreshes the TASK-8-1 docs against coder commit 9bdaa6479 to reflect
two real-implementation deltas from the plan:

1. Package name. The planner referred to the new package as
   shared/overseer/. The actual Python package is egg_overseer
   (located at shared/egg_overseer/) because the runtime PYTHONPATH
   is /opt/egg-runtime/shared, not its parent — `from shared.overseer.*`
   would fail in the sandbox. All import paths in the docs now use
   `egg_overseer.*` (e.g. `egg_overseer.advisor.consult_advisor`,
   `egg_overseer.state.compute_anomaly_signature`,
   `egg_overseer.priority.label_to_alert`).

2. OVERSEER_ALERT schema versioning is metadata-carried, not
   message-envelope. `recommendation` and `recommendation_payload`
   ride on the existing `metadata: dict` field alongside an explicit
   `metadata.schema_version=2` discriminator. Pre-#1962 alerts
   implicitly carry schema_version=1 (consumers default to 1 when
   the key is absent). The CLI uses
   `--recommendation file_issue --recommendation-payload-file ...`;
   sandbox handler enforces a 50 KB payload cap. Backwards-compat
   note clarifies the message envelope itself is unchanged.

Also adds the MCP tool registration path (`orchestrator/mcp/tools/
overseer_advisor.py` — `CONSULT_ADVISOR_TOOL` schema +
`handle_consult_advisor` handler) to the Advisor Gate and
agent-roles overseer entry, plus the helper function names
(`load_agent_timing` / `save_agent_timing` / `load_filed_issues` /
`append_filed_issue`) on the agent-roles state-file note.

Refs #1962

* implement(#1962): address reviewer_code NACK — advisor SDK kwargs, dead-code anchor, packaging fail-loud, gateway flag-parsing, JSONL flock, label hygiene

Address all addressable blockers in reviewer_code's v2 NACK on commit
b8a11d2af. Documenter-scope items (TASK-5-1, TASK-6-2) remain out of
scope for the coder role.

Blocker 1 (consult_advisor SDK kwargs): renamed `system=` to
`system_prompt=` (the actual SDK signature at
shared/egg_agent/client.py:65) and switched `str(result)` to
`result.stdout` so the assistant's text body lands in the JSON
parser instead of the AgentResult repr. Code-fence-stripping
(```json … ```) hoisted out of the default runner so it covers
caller-supplied test runners too.

Blocker 2 (issue_filer.py canonical literal anchor): re-added
LEGACY_BODY_LITERAL byte-for-byte preserved as the historical
canonical literal that the planned TASK-7-1 byte-equality test
asserts against. Live rendering still uses TEMPLATE_LITERAL.format()
from egg_overseer.issue_template; the constant is the historical
anchor that ensures drift is caught.

Blocker 3 (silent ImportError in run_migrated_detectors):
production now fails loud with a structured
`_overseer_error: egg_overseer_packaging_missing` stderr line and
re-raises so the cycle visibly fails. Only swallowed when
EGG_OVERSEER_TEST_MODE=1 (lightweight unit tests that mock the
cycle).

Blocker 4 (detect_phase_long_running min over all entries):
filter `state.entries.values()` to entries whose `entry.phase ==
phase_name` and skip synthetic `_` keys before taking min, so an
entry left over from a prior phase doesn't make the current phase
appear "long-running" within milliseconds of starting.

Blocker 5 (filed-issues.jsonl writes without flock):
egg_overseer.state.append_filed_issue now acquires `_file_lock`
on the same `agent-timing.lock` sentinel used by
save_agent_timing, so concurrent overseer respawns don't
interleave records (POSIX only guarantees atomic writes ≤
PIPE_BUF; FiledIssueRecord JSON can exceed that).

Blocker 6 (silent UTF-8 corruption on body decode):
gateway/gateway.py reads --body-file and --title-file with
`errors="strict"` and surfaces a 400 with the UnicodeDecodeError
detail when invalid bytes are present, so a leaked-secret byte
sequence cannot be silently swapped past the regex check.

Blocker 9 (spoofable role in MCP tool schema): dropped `role`
from CONSULT_ADVISOR_TOOL inputSchema. The handler now sources
the calling role from the orchestrator-side EGG_AGENT_ROLE env
var (defaulting to "overseer" because the MCP server runs inside
the orchestrator pod). Stricter session-aware auth is deferred
to #1786 per decision-14.

Blocker 10 (maybe_consult_advisor POSTed to non-existent REST
endpoint): replaced with `should_consult_advisor`, a pure
predicate the agent reads to decide whether to invoke the MCP
tool through its own MCP client surface. The orchestrator MCP
server is exposed only over FastMCP streamable-HTTP (`/mcp`); no
REST route exists, so the prior helper would have 404'd on
first use.

Blocker 11 (asyncio.new_event_loop+close leaks SDK background
tasks): `_handle_consult_advisor` now uses `asyncio.run(...)`
which atomically creates+closes a fresh loop AND calls
shutdown_asyncgens so the SDK's background tasks tear down
cleanly between calls.

Blocker 12 (gateway flag-parsing loop is order-dependent and
silently drops unknowns): rewrote the parser to require known
value-flags consume a value that does NOT start with `-`,
returning a structured 400 when the value is missing or is
another flag. Eliminates the `--repo --label foo` bypass class.

Blocker 13 (auto-injection allows agent:fake alongside
agent:overseer): reject any `agent:*` label that isn't
`agent:overseer` before considering injection. Caller cannot
sneak a contradicting label in.

232 orchestrator tests still pass; advisor + agent_restrictions
exercised via in-line smoke tests; ruff clean on all touched files.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* docs(#1962): TASK-5-1 (overseer.md) + TASK-6-2 (SKILL.md) + reviewer NACK fixes

Addresses reviewer_code NACK on v2 (commit 72ef4f2d7):

Blocking item 1: TASK-5-1 — sandbox/agent-config/rules/overseer.md
- Lifted the issue-filing prohibition (former line 206).
- Added "Tier-2 advisor gate" section under Two-Tier Architecture
  describing the `Haiku-confidence ≥ 0.8 AND Tier-1 alert present`
  intersection gate, the orchestrator MCP tool
  `mcp__overseer__consult_advisor`, and the three advisor outcomes
  (alert / file_issue / watch).
- Added "Auto-issue filing protocol" section with the three control
  pillars stated verbatim per the plan's grep-based acceptance bar:
  Dedup before recommend (×2), Flag-vs-HITL gating (×2), Secret
  scrubbing (×2), labels & title format, CLI invocation.
- Updated escalation triggers list with the new migrated detectors
  (agent-stall, agent-silent, agent-nack-unresolved,
  phase-long-running) and the bumped stuck-phase-transition default
  (60s → 180s).
- Added "Files the overseer reads/writes" table documenting
  filed-issues.jsonl, agent-timing.json, and agent-timing.lock.
- CLI Commands Reference: added `egg-orch overseer file-issue` row
  and the new `--recommendation` / `--recommendation-payload-file`
  flags on `overseer alert`. Added "Allowed actions (additions)"
  section. Updated the deprecated prohibition note.
- Verified greps: "egg-orch overseer file-issue" (8), "Dedup before
  recommend" (2), "Flag-vs-HITL gating" (2), "Secret scrubbing" (2),
  "180" + "stuck-phase-transition" (1).

Blocking item 2: TASK-6-2 — skills/sdlc/SKILL.md
- Added a "Host detector migration (issue #1962)" section before
  Consensus Monitoring documenting the gating semantics
  (`overseer_owns_host_detection` False = host runs detectors;
  True = overseer is sole source) and the host's "Overseer-Absent
  Fallback" AskUserQuestion under the
  `.egg-state/oversight/sdlc-fallback-fired-{pipeline_id}-{phase}.flag`
  sentinel for at-most-once-per-phase behavior.
- Added "Skip when overseer_owns_host_detection=True" guards on
  five detection blocks (Stall detection, Silent agent detection,
  NACK escalation, Long-Running Phase Detection, Stuck Pipeline
  Rescue) plus the duplicated Stall detection in Phase S5 — Monitor
  short-flow.
- Updated State tracking paragraph to describe the
  `.egg-state/oversight/agent-timing.json` migration and
  flock-guarded read/modify/write under the True path.

Blocking item 3: side-by-side calibration claim was wrong
- Rewrote the paragraph in pipeline-health-monitoring.md to
  describe the actual flag semantics (host XOR overseer, not
  host AND overseer) since `run_migrated_detectors` early-returns
  when the flag is False; noted the parallel-run idea as a
  follow-up enhancement out of scope here.
- Mirrored the same correction in architecture/orchestrator.md
  (same migration paragraph) and split the long single-sentence
  paragraph at the "Concurrently, the overseer's decision tier"
  pivot per the reviewer's non-blocking note.

Non-blocking polish addressed:
- agent-roles.md: tightened the gateway constraints paragraph to
  cite check_overseer_gh_issue_create explicitly and noted the
  wiring is part of the same PR (verify on merged commit).
- agent-roles.md: added FiledIssueRecord / load_filed_issues /
  append_filed_issue cross-link next to the filed-issues.jsonl
  description for symmetry with AgentTimingState.
- guides/sdlc-pipeline.md: corrected stale `overseer-alert` label
  reference to `agent:overseer` + matching priority label, citing
  issue #1962.

Refs #1962

* docs(#1962): correct OVERSEER_ALERT recommendation field location

Reviewer_code's non-blocking note on v3 ACK pointed out that the
coder's v2 commit (b8a11d2af) moved `recommendation` and
`recommendation_payload` from `metadata.*` to top-level fields on
the `Message` envelope (orchestrator/message_store.py). This
commit fixes four spots that still referenced the old metadata
location:

- docs/guides/pipeline-health-monitoring.md (Auto-Issue Filing,
  Backwards-compatibility paragraph)
- docs/architecture/orchestrator.md (host-to-overseer migration
  paragraph)
- docs/reference/agent-roles.md (overseer Outputs bullet)
- sandbox/agent-config/rules/overseer.md (Tier-2 advisor gate
  outcomes table)

Backwards-compat description tightened to cite Message.to_dict()'s
omit-when-unset behavior (the actual contract), which is why
legacy callers see byte-identical JSON despite the schema-level
addition. CLI surface unchanged.

Refs #1962

* implement(#1962): tester NACK fixes — ruff format + mypy type errors

Tester (a8db16604, 214 new tests passing) NACKed v3 with 3 blockers,
all addressed here. The advisor SDK kwarg fix the tester also
flagged was already shipped in 1cbeadc6c (v3); we verified the live
file uses `system_prompt=` and `result.stdout` as the tester
required.

Blocker 1 (`ruff format --check` fails on 9 files): ran `ruff format`
across the touched set; 21 files now formatted clean. The original
"lint fixes" commit only ran `ruff check` (logic issues); `ruff
format --check` is a separate Makefile gate that wraps lines and
collapses concatenated f-strings. No semantic change.

Blocker 3 (mypy errors):
- gateway/agent_restrictions.py: dropped the unused
  `# type: ignore[name-defined]` on the __all__ extension.
- sandbox/egg_lib/overseer_issue_body.py: tightened
  `dict | None` → `dict[str, Any] | None` and
  `list[dict] | None` → `list[dict[str, Any]] | None` on
  `compose_issue_body` parameters; added `from typing import Any`.
- sandbox/egg_lib/orch_cli.py: annotated the dedup-hit and dry-run
  result dicts as `dict[str, Any]` (renamed `result` →
  `dry_result` / `filed_result` to avoid mypy widening the inferred
  type from the first branch).
- sandbox/overseer_monitor.py: wrapped `_suppress` return in
  `bool(...)` so the `<` over Any (via the alerted_anomalies dict
  lookup) collapses to the declared `bool` return type.

The remaining mypy errors in the touched set are pre-existing
import-not-found warnings (mypy can't resolve the egg_overseer
package because it doesn't have py.typed markers) — unrelated to
this PR.

232 orchestrator tests still pass; ruff format + ruff check clean
across the touched set; in-line smoke tests for advisor (with
fence-stripping) and append_filed_issue (flock) pass.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* docs(#1962): note that filed-issues.jsonl is now flock-guarded

The coder's reviewer-NACK fix in commit 1cbeadc6c added an
fcntl.LOCK_EX flock to append_filed_issue using the shared
agent-timing.lock sentinel (closes the JSONL race condition
reviewer_code flagged). v4 docs only described the lock for
agent-timing.json — now also document the JSONL coverage:

- pipeline-health-monitoring.md (Auto-Issue Filing dedup section)
- reference/agent-roles.md (overseer state-files bullet)
- sandbox/agent-config/rules/overseer.md (Files-the-overseer-
  reads/writes table)

Refs #1962

* docs(#1962): correct lock-file paths to per-state-file sentinels

Reviewer_code's v5 ACK non-blocking note pointed out that v5 docs
described the JSONL lock as "shared agent-timing.lock", but
shared/egg_overseer/state.py:211-213 computes lock paths as
`_lock_path_for(path) = path.parent / f"{path.name}.lock"`. The
two state files therefore have separate per-state-file locks
(filed-issues.jsonl.lock and agent-timing.json.lock); they do
not share a sentinel. The functional consequence is harmless but
the "shared lock" wording suggested cross-file coordination that
doesn't exist.

Updates:
- pipeline-health-monitoring.md (Auto-Issue Filing dedup +
  Host Detector Migration paragraphs)
- reference/agent-roles.md (overseer state-files bullets)
- sandbox/agent-config/rules/overseer.md (Files-the-overseer-
  reads/writes table — also added the two .lock sentinel rows
  with their _lock_path_for formula).

Refs #1962

* implement(#1962): tester v4 NACK fix — gateway _value_for return type

Tester v4 NACK flagged 2 mypy errors introduced by the v3 blocker-12
fix in gateway/gateway.py:
- gateway/gateway.py:3669 — `_value_for` missing return type annotation.
  Added `-> tuple[str | None, tuple[Response, int] | None]`.
- gateway/gateway.py:3692 — `return err` returning Any. Cascades from
  the type fix above; mypy now correctly narrows.

ruff format + check + mypy all clean on gateway/gateway.py for these
specific errors.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* test(#1962): cover egg_overseer modules + advisor MCP tool + gateway gh-check + CLI

Adds 11 new test modules totaling 214 tests for the overseer changes
shipped by the coder under #1962:

shared/tests/
- test_overseer_scrubbing.py    (26 tests) — every secret pattern (PAT,
  AWS, Slack, env exports) with positive + negative + idempotency cases;
  find_secret_kinds parity with scrub_secrets.
- test_overseer_priority.py     (16 tests) — alert/label round-trip;
  documents p0 → high collapse and the asymmetric label round-trip.
- test_overseer_infra_error.py  (29 tests) — every infra-transient
  pattern; first-match-wins ordering; None/empty safety.
- test_overseer_issue_template.py (7 tests) — TEMPLATE_LITERAL section
  presence (decision-8 opt-2 Pipeline Links sub-block); render section
  ordering; container-logs-section conditional rendering.
- test_overseer_state.py        (25 tests) — compute_anomaly_signature
  determinism + sort independence; FiledIssueRecord round-trip with
  None issue_number on hitl_outcome=skipped; JSONL header validation,
  malformed-line tolerance, schema_version enforcement; agent-timing
  atomic-write and concurrent-writer flock smoke test.
- test_overseer_advisor.py      (17 tests) — AdvisorVerdict validator
  for every (decision, required-field) combo; consult_advisor with the
  _agent_runner test seam covering watch / alert / file_issue paths,
  defense-in-depth scrubbing of file_issue body, AdvisorParseError on
  invalid JSON / schema mismatch, prompt structure (decision-20 opt-3),
  default-vs-config model selection.

sandbox/tests/
- test_overseer_issue_body.py        (19 tests) — title 8-char prefix
  embedding (R-COMPAT contract for gh search dedup); body Pipeline-Links
  rendering; log-line truncation to last 50; secret scrubbing; default
  fallbacks for missing optional fields; find_existing_issue local-cache
  hit short-circuits gh; gh fallback on cache miss; corrupt-cache
  fallback; gh failure-mode handling.
- test_egg_orch_overseer_file_issue.py (24 tests) — argparse coverage
  (every required flag + priority choices); missing EGG_PIPELINE_REPO;
  oversize title/body rejection; dedup-match path returns dedup_match
  without invoking gh; happy path persists FiledIssueRecord to JSONL
  cache; gh non-zero / FileNotFound / invalid-JSON failure modes;
  --dry-run flag prints argv without invoking gh; missing 'number'
  field rejection (R-COMPAT-10 contract).
- test_overseer_migrated_detectors.py (12 tests) — detect_agent_stall,
  detect_agent_silent, detect_nack_unresolved, detect_phase_long_running
  each fire when threshold tripped; phase-long-running only on
  implement; per-anomaly suppression window (2 × threshold); state
  persistence across cycles; calibration vs authoritative mode contract
  pinned (the side-by-side calibration intent the reviewer_contract
  NACK locked in).

gateway/tests/
- test_overseer_gh_check.py     (23 tests) — non-overseer role rejected;
  cross-repo filing rejected vs dev-shell pipeline_repo=None bypass;
  title/body size limits including UTF-8 byte-length contract;
  defense-in-depth gh-pat / aws-key rejection with secret_kinds
  populated; label auto-injection (overseer + p2 default).

orchestrator/tests/
- test_overseer_advisor_tool.py (16 tests) — schema property/required
  list; non-overseer roles get auth-error dict (parametrized over
  every other role); overseer case-insensitive; AdvisorVerdict
  serialization round-trip; AdvisorParseError surfaces as parse_failure
  in the result dict; config sentinel forwarded.

All 214 tests pass. Ruff check + format clean. Mypy clean on
tester-owned files (gateway/tests/, shared/tests/ are excluded
from the configured mypy run; sandbox/tests/ + orchestrator/tests/
checked).

Coder source-level lint failures (ruff format on 11 files,
mypy 11 errors, advisor.py wrong run_agent_async kwarg) are NOT
addressed here — those are NACK'd back to the coder per role
boundary.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* Persist statefiles after implement phase

* Remove ephemeral agent-output handoff artifacts (#1731)

* Persist BRC history files for PR

* Persist statefiles after pr phase

* Fix model-versions lint: use 'opus' alias instead of full model ID

* Fix checks: register egg_overseer package and consult_advisor tool, update model assertion to 'opus' alias

* Address review feedback on PR #2096

- CLI verb: pass --title inline (gh wrapper rejects --title-file); drop
  --json url,number,title (wrapper does not pass through); parse the
  issue URL from stdout to extract the number.
- Detector: reset phase_entered_at + alerted_anomalies on phase change;
  skip stall checks for roles whose anchor still points at a prior
  phase. Adds regression tests for both paths.
- AdvisorVerdict: require priority when decision='alert' so
  label_to_alert never sees None.
- find_existing_issue: search 'in:title <sig8>' for tighter title-only
  dedup.
- compose_issue_body: parent_alert_message_id is now optional.
- mcp_tools: replace misleading session_role lookup with hard-coded
  'overseer' + comment naming the gateway as the sole enforcement
  boundary; tool-schema description updated to match.
- docs: pipeline-health-monitoring.md model default 'opus' (matches
  code); overseer.md verb description matches CLI behavior.

* Fix checks: apply automated formatting fixes

* overseer: move advisor LLM call to sandbox-side CLI verb (EGG200)

Address review feedback on PR #2096: orchestrator-side run_agent_async
violates EGG200 (LLM execution must live in the sandbox). The
orchestrator pod also doesn't ship claude-agent-sdk, so the prior
mcp__overseer__consult_advisor tool would crash at runtime when the
advisor gate triggered.

Fix: collapse the orchestrator MCP tool surface for advisor consult and
expose the call as a sandbox CLI verb (mirrors the existing
egg-orch overseer file-issue / alert verbs):

- New verb: egg-orch overseer consult-advisor --inputs-file IN
  [--output-file OUT]. Reads classification + Tier-1 alerts +
  optional progress events / log lines from JSON, calls
  egg_overseer.advisor.consult_advisor, writes the validated
  AdvisorVerdict JSON. Exit 0 success / 1 advisor parse failure /
  2 input validation.
- Remove orchestrator/mcp/ tree (only used for the advisor tool),
  the consult_advisor entry from PIPELINE_TOOLS, the
  _handle_consult_advisor dispatch, and the corresponding tests.
- Sandbox tests: add test_egg_orch_overseer_consult_advisor.py
  (16 tests covering parser + happy path + parse failure + input
  validation + output-file + missing optional keys).
- Docs: update overseer.md rules, monitor docstring, advisor module
  docstring, agent-roles, pipeline-health-monitoring, and the
  orchestrator architecture doc to reference the sandbox CLI verb
  and the EGG200 boundary.
- Nits: tighten parent_alert_message_id docstring + cover the None
  default path in test_overseer_issue_body.

Authored-by: egg

* overseer: address review nits (stale comment, exit codes, --json help)

Three non-blocking items from the latest re-review:

1. Stale comment in sandbox/overseer_monitor.py:517-525 referenced the
   removed advisor MCP tool path and a phantom maybe_consult_advisor
   helper. Rewritten to point at the egg-orch overseer consult-advisor
   sandbox CLI verb and the should_consult_advisor predicate that
   actually exists.

2. cmd_overseer_consult_advisor now distinguishes SDK / runtime
   failures from AdvisorVerdict parse failures: exit code 3 covers
   network / auth / rate-limit / unhandled-exception cases so the
   overseer agent can decide retry vs. classify-as-drift instead of
   collapsing both into exit 1. The exit-code contract is documented
   in the docstring (0=ok, 1=parse-fail, 2=input/IO, 3=runtime).

3. --output-file help text spells out that --json only does work in
   the --output-file branch (it tees the verdict to stdout); without
   --output-file, stdout is already JSON so the flag is a no-op. Same
   behaviour as before, but no longer surprises the next reader.

A regression test for the new exit-code-3 path lands in
test_egg_orch_overseer_consult_advisor.py.

---------

Co-authored-by: egg-orchestrator <egg@localhost>
Co-authored-by: egg <egg@example.com>
Co-authored-by: Claude Opus 4.7 <noreply@anthropic.com>
Co-authored-by: jwbron <8340608+jwbron@users.noreply.github.com>
Co-authored-by: james-in-a-box[bot] <246424927+james-in-a-box[bot]@users.noreply.github.com>
Co-authored-by: egg-reviewer[bot] <261018737+egg-reviewer[bot]@users.noreply.github.com>
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Overseer prompt: false-positive 'stuck-phase-transition' and 'heartbeat-stall' during refine phase

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