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feat(bin): add head-keyed PR review ledger with opt-in reviewed-head merge handoff - #16

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twilwa merged 22 commits into
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Sep 25, 2026
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twilwa merged 22 commits into
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fm/fm-upstream-sync-v2

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@twilwa twilwa commented Sep 25, 2026 •

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Intent

Supersedes #11

Finish PR 16's fork-local review-policy fixes so GitHub reviewed-head handoff is required only when the repo policy opts in, use the fork's configured Claude Opus 5.5 model with zero mandatory independent reviews, and retain collector-authored feedback. Leave fm-pr-risk.sh P1 #2 as a separate follow-up and note it in the PR body. Keep Test skipped under the captain's fork-local rule; run Review, Document, and Lint, push through this isolated gate, and wait for fork CI. Do not merge, force-push, push main, or publish the prohibited commits.

What Changed

  • Adds a pull request review ledger for GitHub PRs. New scripts bin/fm-pr-review.sh, bin/fm-pr-review-snapshot.sh and bin/fm-pr-risk.sh store review state per PR head: checkpoints, dispositions, attestations, holds and post-merge QA. Their settings live in the new .github/firstmate-review-policy.json. In this fork it sets require_reviewed_head_handoff: false, names claude-opus-5-5 as the high-stakes no-mistakes model, and requires 0 independent agent reviews. The snapshot now keeps inline review-thread comments written by the collecting account instead of dropping them.

  • bin/fm-pr-merge.sh reads that policy on GitHub merges:

    • It asks for FM_PR_REVIEW_EXPECTED_HEAD only when require_reviewed_head_handoff is true.
    • When that value is supplied, it refuses to merge if the PR's live head differs from the reviewed head.
    • Whether or not the handoff is required, it refuses to merge while the ledger records an unreleased hold, and names release-hold as the way to clear it.
    • It also rejects an invalid policy file or an unsafe ledger path.

    The docs and prompts that say which script merges GitHub PRs now describe this opt-in split (AGENTS.md, bin/fm-branch-prompt.sh, bin/fm-merge-local.sh, the skills, docs/).

  • Brings in the fork's other bin/ changes:

    • bin/fm-dispatch-resolve.sh pins the resolver model, ties requests to a fixed snapshot of the brief, and writes dispatch receipts under a lock, skipping partly written lines.
    • Captain decisions can be deferred and are recorded as dated answers (bin/fm-captain-hold.sh, new bin/fm-calendar-lib.sh).
    • bin/fm-send.sh rejects unknown flags and stray --key arguments.
    • Ask-user gates go back to firstmate as needs-decision.
    • Session-start cleanup is time-bounded and takes back cleanup locks after a hard timeout (bin/fm-herdr-session-cleanup.sh, bin/fm-startup-network.sh).
    • Conditional workflows moved out of AGENTS.md into new skills: task-intake, task-delivery, backlog-management and pr-review-policy.

    Tests were added or extended for each of these areas.

Follow-up, not in this PR: bin/fm-pr-risk.sh finding P1 #2 is left for a separate change.

🤖 Generated with Claude Code

Risk Assessment

✅ Low: The change does what the intent asks: the reviewed-head handoff is required only when the policy opts in, a direct GitHub merge still refuses a PR with an unreleased ledger hold, the configured Opus 5.5 model and zero required independent reviews are applied consistently, inline comments from the collector are kept, and the agent-facing docs agree with the scripts; tests that run the scripts cover each path.

Testing

  • ⏭️ Test - skipped

Pipeline

Updates from git push no-mistakes

✅ **intent** - passed

✅ No issues found.

✅ **Rebase** - passed

✅ No issues found.

🔧 **Review** - 3 issues found → auto-fixed (2) ✅
  • 🚨 bin/fm-pr-review-snapshot.sh:116 - The intent requires keeping feedback written by the collector. The commit changed the shared external filter (bin/fm-pr-review-snapshot.sh:89-91) so that top-level comments (:108) and submitted reviews (:112) keep the collector's own comments when the collector is also the PR author. The inline-thread path at :116 still filters with select((.author.login // "") != $author), so it drops every inline review comment from the collector whenever the collector wrote the PR. That is the fork's normal case: the maintainer both authors the PR and collects its reviews. Trace with the updated fixture in tests/fm-pr-review.test.sh:287-303 (actor=maintainer, PR author=maintainer, thread THREAD_12 has comments from sentry and maintainer): the thread keeps only the sentry comment, with author "sentry" and body "inline". The check at tests/fm-pr-review.test.sh:327 expects 2 maintainer items containing "final disposition evidence" but gets 1, so test_live_collector_includes_submitted_reviews_and_inline_threads fails after this commit. Test is skipped in this run, which is why nothing caught it. The header comment (:8-10) also now describes behaviour that the inline path does not have. Fix: at :116, use the same rule as external: select((.author.login // "") != $author or (.author.login // "") == $actor). The ledger's exact-post exclusion (bin/fm-pr-review.sh:204-207) already handles collector-authored entries.
  • ⚠️ bin/fm-pr-merge.sh:384 - With require_reviewed_head_handoff: false (.github/firstmate-review-policy.json:3), bin/fm-pr-merge.sh now merges GitHub PRs directly and never reads the review ledger. Before this change, every GitHub merge went through fm-pr-review.sh merge, which refuses on an unreleased ledger hold (bin/fm-pr-review.sh:240), missing dispositions, or missing high-stakes attestations. Now, if a PR has a ledger hold for a product, rights, spend, or security gate and an agent calls bin/fm-pr-merge.sh <task> <url>, the merge goes through and the human gate is skipped. The only thing stopping this is the prose rule in AGENTS.md:128 and .agents/skills/pr-review-policy/SKILL.md:53 ("or a human review gate is active"). The intent does make the handoff opt-in, so this is not a contradiction. A narrower guard would close the gap: for GitHub, require the handoff (or refuse) whenever a ledger for this PR URL has an unreleased hold on its current generation. That adds a ledger read to fm-pr-merge.sh, which goes beyond the stated scope, so the remedy needs the user's approval.
  • ℹ️ bin/fm-branch-prompt.sh:112 - Several agent-facing instructions still say fm-pr-review.sh merge is the only or mandatory GitHub merge entrypoint. This contradicts the new policy-gated rule in AGENTS.md:128, pr-review-policy SKILL.md:53-54, docs/configuration.md:269 and docs/scripts.md:137. Sites: bin/fm-branch-prompt.sh:112 (the away-posture prompt: "the only GitHub merge entrypoint"), .agents/skills/task-delivery/SKILL.md:37 ("for every GitHub task PR merge"), .agents/skills/bearings/SKILL.md:147 ("merge GitHub only through bin/fm-pr-review.sh merge"), and docs/architecture.md:388 ("GitHub task merges go through bin/fm-pr-review.sh merge"). Following these is still safe because the wrapper still works, but agents now get conflicting rules. Reword them to match AGENTS.md:128.

🔧 Fix applied.
2 issues (1 warning, 1 info) still open:

  • ⚠️ .agents/skills/pr-review-policy/SKILL.md:55 - The sentence "It takes a fresh complete snapshot, starts a new generation if the head moved, refuses pending reviews, stale checks, missing dispositions, or missing high-stakes attestations, records the merge decision ... then hands the same URL to the guarded merge command" used to describe bin/fm-pr-review.sh merge. Commit e6673c2 inserted a bin/fm-pr-merge.sh sentence just before it, and the round-1 fix round then extended that sentence (line 54). "It" now reads as bin/fm-pr-merge.sh, the route for the fork's default require_reviewed_head_handoff: false. But fm-pr-merge.sh takes no review snapshot and runs none of those checks: its only new ledger check is the hold refusal at bin/fm-pr-merge.sh:404-419. ready_check (bin/fm-pr-review.sh:232-260) runs only under fm-pr-review.sh merge. Concrete path: an agent loads this skill for a high-stakes PR, reads that the direct merge refuses missing attestations, and relies on the script instead of checking readiness. The PR then merges without the configured no-mistakes attestation or a bound final disposition, and nothing reports it. docs/architecture.md:386 got the same fix in the round-1 fix round (it now names bin/fm-pr-review.sh merge), but this skill sentence was left behind. Fix: start line 55 with "bin/fm-pr-review.sh merge takes a fresh complete snapshot…" (or "The review-ledger merge…"), so the checks are attributed only to that entrypoint.
  • ℹ️ docs/architecture.md:381 - This says the tracked reviewer configuration fixes the "exact Fable 5.1 high-stakes model". Commit e6673c2 changed .github/firstmate-review-policy.json to no_mistakes_model: "claude-opus-5-5" and independent_agent_reviews: 0, so the architecture doc now names the wrong required model. The intent explicitly requires the fork's configured Claude Opus 5.5 model. Reword it to refer to the configured high-stakes model (for example "the configured high-stakes no-mistakes model", as docs/configuration.md:268 does) instead of naming a model.

🔧 Fix applied.
✅ Re-checked - no issues remain.

⏭️ **Test** - skipped

Step was skipped.

✅ **Document** - passed

✅ No issues found.

✅ **Lint** - passed

✅ No issues found.

✅ **Push** - passed

✅ No issues found.

twilwa and others added 18 commits September 25, 2026 07:00
)

* Fix dispatch resolver model and receipts

* no-mistakes(review): Drop model-drift branch, harden receipt lock and brief join

* no-mistakes(review): Scope receipt recording to clear, report failed joins, measure latency

* no-mistakes(review): Narrow dispatch clause and concurrency test, shrink lock budget

* no-mistakes(review): Accept --project on the join, assert drop-or-append concurrency

* no-mistakes(review): Split lock budgets by path, drop receipt size bound

* no-mistakes(review): Record brief_path as spelled, drop abs_path normalization

* no-mistakes(review): Pin model in contract, bound receipt latency, record reason

* no-mistakes(review): Report dropped resolution receipts, project profile agreement, drop dispatch_id

* no-mistakes(review): Enforce append-only cmp, complete join example, govern latency bound

* no-mistakes(review): Keep no-rules exit 0 without jq, dedupe error default

* no-mistakes(review): Refuse symlinked receipts path, drop dead no_rules jq argument

* no-mistakes(document): Document receipt identity, symlink refusal, jq exit narrowing
* fix(bin): refuse an unrecognised fm-send flag instead of sending it as text

fm-send's option loop ended in an unconditional `*) break ;;`, so any token
it did not recognise - including one obviously shaped as a flag - fell out of
the loop and became the positional message body. A steer invoked with a flag
that does not exist was durably written into a live worker's steering inbox as
the literal flag string while fm-send exited 0, so the worker was mis-steered
and the caller got a success code and no diagnostic.

The accepted set is now an allowlist rather than a pattern. --key is a real,
supported flag parsed after this loop and must keep falling through it
untouched, so a blanket "starts with -- and matched no case arm, therefore
refuse" rule would have broken it.

A bare -- ends flag parsing, which is how a message whose text starts with --
is sent. That separator is threaded to the two --key dispatch points so text
after it is text everywhere rather than being re-parsed as a flag. A
single-dash word was never a flag here and still needs no separator.

The refusal exits before anything is marked, recorded, rung, or typed, the
same discipline the header already applies to an empty message.

* no-mistakes(review): drop -- end-of-flags separator, keep pure flag allowlist

* no-mistakes(document): document fm-send's flag allowlist and leading-`--` message limit

* docs(bin): drop the flag-allowlist commentary from fm-send's source

The header block in bin/fm-send.sh is that script's documented contract.
Recording the no-end-of-flags-separator limitation there amends that
contract and turns a deliberate, narrow behaviour change into a
documented guarantee the project would then owe. The rationale comment
above the option loop goes for the same reason: the limitation describes
a decision, which belongs in the pull request, not in the source, where
it reads as a promise.

Removes only those thirteen comment lines. The refusal itself is
unchanged: the option loop remains a pure allowlist, --key still falls
through to its own plane untouched, there is no end-of-flags handling,
the usage line is unmodified, and the tests are untouched.

* fix(bin): refuse trailing arguments after fm-send's --key

The option loop breaks at --key without consuming what follows it, and
the key path reads only the key itself, so every remaining argument was
discarded in silence while the key was still delivered and the command
still exited 0. `fm-send.sh lane --key Enter --not-a-real-flag` sent
Enter and reported success. That is the same silent-delivery shape the
unknown-flag refusal in this change exists to remove, so the key path
contradicted the contract on that one path.

The same ordering bypassed the --fire-and-forget incompatibility:
FIRE_AND_FORGET_ID is only set when the flag precedes --key, so
`--key Enter --fire-and-forget x` passed both existing guards.

The key path now refuses any trailing argument before delivering the
key, naming the offending token in the wording already used for an
unknown flag in flag position, and names --fire-and-forget specifically
so that incompatibility holds on either ordering. Adds regression
coverage for both orderings and for a trailing plain word; both new
tests fail before this commit and pass after it.
* Add head-keyed PR review policy ledger

* Add post-merge browser QA gate

* Fix PR review and post-merge gates

* Close remaining PR review gate gaps

* Harden migration risk and QA evidence parsing

* Close PR review guard bypasses

* Tighten review evidence boundaries

* Bind final review authorization

* Invalidate stale review dispositions

* Harden review evidence validation
* Add keyed decision defer mode

* no-mistakes(review): Fix defer date identity, hold age, parent channel, reporting

* no-mistakes(review): Derive board defer from the option's until alone

* no-mistakes(review): Show the defer date on the board card

* Fix deferred decision lifecycle edges

* no-mistakes(review): Drop fabricated defer hold reason fallback

* no-mistakes(document): Correct stale captain-defer docs for the recorded answer path

* Fix defer intake failure edges

* Require future dates for decision defers

* no-mistakes(review): Narrow UTC day parsing; fix elapsed-defer recovery guidance

* no-mistakes(review): Refuse duplicate board option values; fix defer recovery wording

* Stabilize chat defer hold assertion

* Keep chat defer date stable across midnight

* Refactor defer validation for bounded lint
* fix(brief): forbid validation auto-accept

* no-mistakes(review): restore fleet-wide --yes ban, add ask-user routing sentence

* no-mistakes(ci): Fixed a flaky test that failed the "Behavior portable serial 4" shard. Failure: tests/fm-pi-branch-extension.test.sh -> test_captain_outcome_processing_turn_is_sequence_keyed_and_re_presented, with "Error: supervision branch prompt settled but produced no durable outcome for its claimed wake rows" (thrown at .pi/extensions/fm-branch-supervision.ts:1548). Nothing in this PR's diff (the --yes DoD line, the harness-adapters sentence, three brief assertions) touches that extension or test; the other two check runs on the same head commit (99a0187) passed. It is a pre-existing race that surfaces on a slow/loaded runner. Root cause: in fm-branch-supervision.ts a wake builds the branch session (ensureBranch), then runs several awaited subprocesses (flushMirror, actingAsOwner, scopeForUnreadWake, writeEligibleRowsSnapshot, away-posture read-back) and only then snapshots reportRevisionBeforePrompt immediately before session.prompt(...); after the prompt settles it requires that revision to have advanced. The test synchronized on the wrong point: `settle(() => __fmSessions.length === 2, "replacement branch session")`. Session creation precedes that snapshot, so when the extension's pre-prompt work is slower than the test's report append, report2's durable append lands before the snapshot and the wake rejects its own settled prompt as outcome-less. The routine wake earlier in the same test already waits on __fmPrompts.length === 1 and is unaffected. Fix (tests/fm-pi-branch-extension.test.sh:1377, 9 insertions / 1 deletion): wait for the wake prompt as well as the replacement session, matching the routine wake's own idiom, with a comment naming why the built session is not the synchronization point. No production code changed; no new machinery. Verification: reproduced the exact CI error deterministically by temporarily injecting a delay ahead of reportRevisionBeforePrompt (delays 100/200/300/400/500/700 ms all failed with the identical message); that injection was reverted (git status shows only the test file modified). With the fix the test passes under injected delays of 100, 400 and 1500 ms. Full file run: exit 0, 45 tests passing. 24 parallel runs of the target test: 24/24 pass. shellcheck -x on the changed file is clean, and this PR's own tests (tests/fm-brief.test.sh, tests/fm-ask-user-authority.test.sh) still pass. The change is left uncommitted in the worktree, since prior rounds' commits on this branch were made by the executor rather than this phase
* docs: audit AGENTS.md size and ownership

* docs: slim always-loaded Firstmate contract

* no-mistakes(review): drop audit doc, dedupe skill triggers, fix stale pointers

* no-mistakes(review): fix yolo brief split, state guard, and stale pointers

* no-mistakes(review): restore backstop wake duty, dedupe trigger, repoint pointers

* no-mistakes(document): Repoint stale brief guidance comment
… avoid jq argv overflow (#10)

* fix: bound startup reconciliation and large fleet input

* no-mistakes(review): Drop redundant contribution-input EXIT trap in fleet snapshot

* no-mistakes(test): Widen cleanup deadline test budget to avoid load flakes

* no-mistakes(document): Document startup summary deferral and herdr cleanup deadline

* no-mistakes(ci): Lint 1 failed because ShellCheck SC2329 ("function never invoked") fired at tests/fm-herdr-session-cleanup.test.sh:356. That line is a subshell copy of fixture_workspaces that replaces the file's main version. The fake herdr command calls fixture_workspaces indirectly when it answers `workspace list` and `api snapshot`, and ShellCheck can't see that call. The fix is one comment line above the replacement: `# shellcheck disable=SC2329 # invoked indirectly by the fake herdr workspace list.` The same file already does this for its other indirectly-called replacements (lines 43 and 49), as do tests/fm-daemon.test.sh and tests/fm-bootstrap.test.sh. No behavior changed. Checked locally: `bin/fm-lint.sh tests/fm-herdr-session-cleanup.test.sh` passes with pinned ShellCheck 0.11.0 and full extended analysis, and `bash tests/fm-herdr-session-cleanup.test.sh` passes every test, including the journal-read-count, deadline, lock and identity tests. The change is not committed
…ger fixtures

(cherry picked from commit 5118fbce1f5ba294d74ec0862913a5c4bce7129d)
…e path

(cherry picked from commit 53740853205c45ae4c8b835656224a60708998d6)

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Sorry @twilwa, your pull request is larger than the review limit of 150,000 diff characters

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💡 Codex Review

Here are some automated review suggestions for this pull request.

Reviewed commit: fbaec58be7

ℹ️ About Codex in GitHub

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Comment thread bin/fm-pr-review-snapshot.sh Outdated
--slurpfile rollup "$TMP/rollup.json" \
--slurpfile policy "$POLICY" '
def pages($x): ($x[0] | add // []);
def external: select((.user.login // .author.login // "") != $author);

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P1 Badge Retain collector comments when the collector authored the PR

When the authenticated collector is also the pull-request author—the normal case when one GitHub account opens the PR and posts the final disposition—external removes that disposition comment from the snapshot. The later checkpoint therefore can never set observed_in_latest_snapshot to true, so every ready and merge attempt remains permanently blocked; retain collector-authored comments so the exact bound disposition URL can be recognized and excluded afterward.

AGENTS.md reference: AGENTS.md:L125-L128

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Comment thread bin/fm-pr-risk.sh
Comment on lines +76 to +78
jq -cn --argjson files "$COUNT" --argjson lines "$LINES" \
'{level:"low",reason:("bounded reversible implementation: " + ($files|tostring) + " files and " + ($lines|tostring) + " changed lines, with no high-stakes surface detected")}'
fi

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P1 Badge Default unmatched implementation paths to high risk

Any change below the file and line thresholds whose filenames miss the preceding regex is classified low unconditionally. A small public-interface, authorization, production, or data-loss change in a generic path such as src/router.ts or src/middleware.ts therefore skips the configured high-stakes Fable and independent-review requirements; unmatched implementation code should remain high unless an explicit low-risk rule proves otherwise.

AGENTS.md reference: AGENTS.md:L125-L128

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Codex Review Summary

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Review Status Commit Review trigger
📝 Code Review ✅ Completed 2026-09-25T16:22:12.954877Z fbaec58 PR opened
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…a function only ever called by a trap must carry `# shellcheck disable=SC2329`, or the full-analysis lint fails. This PR added `reap_zombie_owner` in tests/fm-herdr-session-cleanup.test.sh, called only by `trap reap_zombie_owner EXIT`, without that directive. A local run of `bin/fm-lint.sh --partition 2of2` with the pinned ShellCheck 0.11.0 exited 1 with that single SC2329 finding (line 454). In CI the job was stopped (exit 143) at about 10.5 minutes, before it printed the finding; main's partition 2 took 441 s. Fix: added the directive, worded like the file's existing ones (lines 43, 49, 365). No other sites: that was the only partition-2 finding, and partition 1 passed in CI. Verified: `shellcheck --norc --external-sources -- tests/fm-herdr-session-cleanup.test.sh` exits 0. Not rerun: the full 24-minute partition after the fix, and the test itself (Test stays skipped). The fix is uncommitted in the worktree. ci-1 (Behavior portable serial 3), not caused by this PR, flaky, no change. The only failure is tests/fm-watch-checkpoint.test.sh, "watch lock pid survived quiet checkpoint timeout". bin/fm-watch.sh takes its singleton lock at line 2327 but only sets up its cleanup-on-exit trap at 2456; a timeout in between leaves .watch.lock/pid behind. Reproduced locally: `timeout 0.6`–`1.0` leaves the pid file, 0.2/0.4/1.5/2 s do not. fm-watch.sh, fm-watch-checkpoint.sh and the test are unchanged from base 040b337. The only changed file the watcher uses (fm-captain-hold.sh) runs at wake time, not during startup. The same code passed on main. Closing the gap means changing upstream watcher code, beyond this carry-forward; worth fixing separately. ci-3 (PR must be raised via no-mistakes), not caused by the code, no change. It fails with "Required no-mistakes pipeline steps are not completed: test (status=skipped)", which is expected because the user intent keeps Test skipped. ci-4 (Review changed files (advisory)), external, no change. It fails with "No OpenRouter API key configured": a missing repository secret, not a code defect
@twilwa twilwa changed the title feat(bin): sync upstream PR review gates, decision deferrals, and dispatch receipts feat(bin): add head-keyed PR review ledger with opt-in reviewed-head merge handoff Sep 25, 2026
@twilwa
twilwa merged commit 2044333 into main Sep 25, 2026
20 of 23 checks passed
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