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platform-autonomy-dryrun-protocol.md

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Platform Autonomy Dry-Run Protocol

Placeholders. Names like <ops-hub-host>, <pve-host>, <pve-b-host>, <nas-host>, <pve-provider> stand in for this deployment's real values, which are deployment-local and never tracked in git. Recall them with search_knowledge tag:deployment-* on the deployment's platform (see conventions/deployment-knowledge.md).

Status: v1 draft — commissioned 2026-08-08. Charter decisions locked by the operator (see §2). Owner surface: docs/operations/ (this doc) + the dryrun harness (§6).

A standardized, repeatable end-to-end test that drives real platform agents through real providers to deploy composed infrastructure, while measuring — per operation — whether the platform chose the right provider/model/effort, kept context lean, used the right skills, and converted the run into learning. It is the first harness to join the two halves that exist today: the 33 smoke seeds (real infrastructure, zero agents) and the provisioning integration specs (real agent pipeline, stubbed LLM + providers).

1. Why live execution

The 2026-06-09 audit is the standing argument: the platform's most agent-centric features read as fully wired in static review and were non-functional end-to-end (mission gates that could never approve, missions that could never complete, an act-arc with 928 permanently-pending approvals). Live execution through a real provider found in minutes what review missed. This protocol makes that class of check standardized and repeatable instead of heroic.

2. Charter (operator-locked, 2026-08-08)

Decision Value
Environment dev-cell platform drives real provisioning; ops-hub is never touched
Provider The existing <pve-provider> Proxmox provider (cluster: , , , — all verified online)
Scale Composed stack ~3–4 VMs: node instance + template + module assignments + a container runtime (docker-engine), placed across AND
Cleanup Auto-terminate everything on PASS (teardown is part of the test); retain on FAIL for forensics
LLM budget Hard per-run ceiling, default $5, SiteSetting ai.dryrun.budget_usd (configurable per platform convention — never hardcoded)
Routing posture Report-first: record + grade every routing decision; flip to enforcement after 2–3 baselines define normal
Approvals Baseline run: operator approves review_plan/handoff live (approval UX is under test). Repeat runs: harness approves its own dryrun--marked missions individually

2.1 Amendment — 2026-08-08: P1 runs on ops-hub, not dev-cell

The original Environment decision assumed the dev-cell platform could drive real provisioning. It cannot. dev-cell's powernode_development is a db:seed fixture shell (every row stamped 2026-08-03 19:01), verified 2026-08-08:

Required by P1 dev-cell ops-hub
<pve-provider> provider + credentials absent — only a Pro Cloud stub with us-east-1/us-west-1 regions present
ai_agents 0 29 (all active)
ai_providers / credentials 0 / 0 4 / 3
node instances / missions / disk-image publications 0 / 0 / 0 145 / 0 / present
node modules 6 fixtures, all artifact-less; no docker-engine module real registry

The P0 setup steps that said "create a ProviderRegion for the provider" were written against ops-hub state read through dev-cell-mcp-proxy.js, which forwards to ops-hub — ops-hub's platform was mistaken for dev-cell's.

Operator decision (2026-08-08): amend the Environment row — P1 executes against the ops-hub platform. The dryrun- prefix remains the blast-radius boundary and is now the only isolation between the run and a live self-hosted control plane, so §8's rails are load-bearing rather than belt-and-braces. Specifically: ops-hub's own node, instances, and module assignments are out of scope for every agent action in the run, and the 2026-07 CVE-storm self-detach outage is the standing precedent for why.

Consequences accepted with the amendment:

  • The run spends ops-hub's LLM budget (16 agent budgets, $280 allocated, $0 spent at amendment time) against the §2 ceiling of $5.

  • The run writes RoutingDecision/AgentExecution/mission rows into the live control plane rather than a throwaway DB.

  • P0 deployment to ops-hub — only one of the three fixes actually gates the run. ops-hub runs clean develop, which predates all three measurement fixes (verified by hashing: its copies of the four P0 files are byte-identical to develop). Measured against ops-hub's actual configuration, 2026-08-08:

    P0 fix Effect on ops-hub Gates P1?
    cost attribution (resolved_model) No-op here. The bug bites provider-agnostic agents; all 29 ops-hub agents are pinned at mcp_metadata.model_config.model (15 Sonnet-5, 5 Opus-4.8, 3 Haiku-4.5, 3 Fable-5, 3 gpt-4o-mini), and Ai::Agent#model (concerns/ai/agent/mcp_tool.rb:99) reads exactly that path — so cost already attributes correctly no
    allocated_cents Real, but rescued, not fatal: inject_self_awareness catches StandardError, so the NoMethodError at context_injector_service.rb:421 silently drops the entire Self-Awareness section (trust score, budget line, 24h execution stats) from every context where a budget row exists no — degrades context fidelity
    context token metrics Genuinely absent — nothing persists token_estimate/per-section breakdown into ai_agent_executions.performance_metrics yes — §3's context-efficiency oracle is empty without it

    So the deploy is justified by the context-metrics fix (and is worth having for the other two), not by an imminent crash or a zeroed ledger. An earlier draft of this amendment claimed both; both were wrong — the pin check had read mcp_metadata->>'model' instead of mcp_metadata->'model_config'->>'model', and the NoMethodError had not been traced to its enclosing rescue.

3. Measurement dimensions and their oracles

All oracles already exist as persisted records; the dry-run reads them, it does not invent parallel bookkeeping.

Dimension Oracle Where
Provider/model/effort appropriateness Ai::RoutingDecision (tier, strategy, per-candidate scoring, est/actual/alternative cost, savings, latency, outcome) + Ai::TaskComplexityAssessment (complexity vs recommended_tier vs actual_tier_used) written by TaskTierResolver / RoutingAnalytics; read via Api::V1::Ai::ModelRouterAnalyticsController (escalations, escalations/rollup, escalations/benefit)
Governance conformance escalation-without-justification fails closed to baseline; effort-first substitution < ESCALATE_OVER_EFFORT_SCORE = 0.60; frontier admission = 5 simultaneous conditions docs/contributing/conventions/model-routing-governance.md
Cost Ai::AgentBudget + BudgetTransaction ledger (indexed by metadata->>'model'/'provider') + Ai::AgentExecution.cost_usd ExecutionGateService denies at remaining_cents <= 0
Context efficiency Ai::TaskComplexityAssessment.input_token_count (the only per-op context size persisted today) + P0 fix: persist injector token_estimate + real per-section breakdown into ai_agent_executions.performance_metrics Ai::Memory::ContextInjectorService (computes, currently discards)
Skill utilization ai_skill_usage_records (outcome, duration, per execution) + ai_skills.effectiveness_score/usage_count written ONLY inside Ai::McpAgentExecutor → the driver MUST go through the mission/agent path (§6), never bare MCP tool calls
Learning momentum Ai::CompoundLearning.injection_count/effectiveness_score + injection_success_rate (GET /api/v1/ai/learning/compound_metrics, MCP learning_metrics) + SharedKnowledge.usage_count capture at execution end, record_injection! at recall, boost on success
Infrastructure truth System::NodeInstance/Node/NodeModuleAssignment state vs live PVE (pvesh), agent handshake (runtime/handshake → DockerHost row) the smoke-seed assertions, reused

4. Phases

P0 — Pre-flight (measurement integrity + placement)

The run is meaningless until these land. Each is small and independently testable:

  1. Cost attribution bug: Ai::AgentExecution calls agent.model (undefined; the model defines resolved_model) at agent_execution.rb:210/:247 — any execution missing output_data["model_used"] records cost 0.0 and debits 0 cents. Fix + red-first spec. Without this, the budget ledger lies.
  2. AgentBudget#allocated_cents — called in 4 places (incl. context_injector_service.rb:421) but neither column nor method exists. Fix or excise. Latent NoMethodError on the exact paths the dry-run exercises.
  3. Context metrics persistence: ContextInjectorService returns token_estimate
    • breakdown and every call site discards them; breakdown values are presence flags, not counts. Persist real per-section token counts into ai_agent_executions.performance_metrics (no new table).
  4. Routing gate: ai_task_tier_routing_enabled defaults OFF — enable for the dry-run account only as a setup step (without it, zero RoutingDecision rows are written and §3's first oracle is empty).
  5. Placement: the provider pins default_node: <pve-host> and default_storage: <pve-host>-data. Add per-instance node targeting (|) + an -visible storage mapping — itself a fair test of "create infrastructure capability on demand".
  6. Doc drift: extensions/system/CLAUDE.md says "18 seeded scripts, 8 passes"; the catalog is 28 seeds/9 passes (33 files on disk). Correct while touching.

P1 — Baseline run (operator in the loop)

Driver (§6) submits the dry-run brief through the real concierge/mission pipeline on dev-cell. Operator approves review_plan and handoff live. The run deploys the composed stack across +, asserts §5, tears down on pass. Outputs the first run report (§7) — this defines "normal" for enforcement thresholds.

P2 — Repeatable harness (headless)

Same run, dryrun-<runId> marker on the mission; harness approves its own gates individually (never batch). Target: one command, exit code = finding count, mirroring scripts/ai-smoke/run.mjs conventions (--md --json reports). Add to the operator runbook set.

P3 — Momentum tracking

Run-over-run deltas: injection_success_rate trend, routing savings_usd trend, context tokens/op trend, time-to-deployed trend. A run that repeats a mistake a prior run's learning should have prevented is a momentum failure even if the infrastructure deploys.

5. Pass/fail criteria (v1 — report-first)

Per-operation, graded not enforced (except SAFETY, always enforced):

  • SAFETY (hard): kill switch respected; budget ceiling never exceeded (gate denial observed if approached); no VM outside the dryrun- naming prefix touched; no writes to ops-hub; VM protection flags honored; teardown complete on pass (verified against live pvesh, not DB rows — presence on disk is never proof).
  • Routing (graded): every LLM operation has a RoutingDecision; no unjustified escalation (governance fails these closed — assert it did); recommended_tier vs actual_tier_used mismatches reported with the rationale; per-seam latency never pooled across latency_seam values.
  • Context (graded): per-op input_token_count within budget (DEFAULT_TOKEN_BUDGET = 4000 injector-side); report the per-section breakdown; flag any op whose context grew without a corresponding relevance source.
  • Skills (graded): expected executor skills for the composed stack (provision_full_stack, docker_provision, module assignment executors) show ai_skill_usage_records rows with positive outcomes; zero-usage expected skills reported.
  • Agent economy (graded): number of agent executions vs the plan's step count (no unexplained fan-out); duty-cycle tagged executions stay within MAX_ACTIONS_PER_CYCLE.
  • Learning (graded): ≥1 CompoundLearning captured from the run; on repeat runs, injections recorded and credited (injection_success_rate non-degrading).
  • Outcome (hard): the composed stack reaches its declared state — instances running on the declared nodes ( AND ), runtime handshake completed (DockerHost row appears), modules applied — within the run's time budget.

6. Driver design constraints (from the 2026-08-08 survey)

  • Drive via REST mission endpoints (POST /api/v1/ai/missions/:id/{start,approve,advance} + internal per-phase endpoints); the five platform_provisioning_* MCP tools are not reliably exposed to external sessions. Execution is reachable ONLY by approving review_plan — by design (a separate execute action raced and double-provisioned).
  • The run must flow through Ai::McpAgentExecutor (mission/agent path) or skill utilization records nothing — bare MCP tool calls bypass the write path.
  • latency_seam tags (agent_execution / ralph_iteration / router_request) partition latency data; never aggregate across them.
  • Two silent-zero traps: CostCalculationService.calculate returns 0.0 for unrecognized model ids (assert model ids resolve), and pre-P0 cost rows may be zeroed by the agent.model bug — baseline only counts post-P0 data.
  • local_qemu under POWERNODE_LIBVIRT_MODE=real is the future recording tier for provider-side determinism; v1 uses Proxmox live.

7. Run report

One markdown + one JSON per run (ai-smoke conventions): charter echo, per-dimension grades with the underlying record IDs (RoutingDecision/AgentExecution/SkillUsage/ CompoundLearning), cost ledger extract, infrastructure timeline (intent → deployed → torn down), findings ranked by severity, and the momentum deltas vs the previous run. Exit code = finding count.

8. Safety rails (always on)

Kill switch (bail_if_ai_suspended! paths) honored end-to-end; Ai::AgentBudget ceilings on every participating agent; dryrun- naming prefix is the blast-radius boundary for every created artifact (VM, template, module assignment, mission); Proxmox VM protection flags on everything the run must never touch; retained-on-fail artifacts carry the runId for forensics and a documented manual-cleanup command.