docs(gap-baseline): correct stale _invoke deadline recommendation

[seonghobae]

Current exact-head governance repair — 2026-09-07

• Exact head: 05fe7178c12f37206458e256e468f498e9a5ce20
• Lifecycle: Draft / Proposed
• The valid correction still forbids a fixed overall _invoke deadline.
• The latest bounded repair makes EWMA, observed-duration scaling, failure counts, reset windows, and weights diagnostic-only. They cannot automatically exclude or admit a candidate without an executable governed model/standard/experiment, identified loss or utility, uncertainty, and provenance; otherwise the decision remains unset/fail-closed or explicitly operator-supplied.
• 3 failures and 30 seconds must not be replaced with other repository-authored constants. fix(routing): remove heuristic batch and embedding decisions #1000 remains the canonical implementation owner.
• Fresh exact-head Checks and independent review are non-terminal. Historical body snapshots below are retained as evidence and do not transfer GREEN status.

What was stale

The 2026-08-30 entry in docs/product-technical-gap-baseline.md (around line 2664-2682) documenting TaskOrchestrator._invoke()'s serial candidate/retry loop stall recommended, as its fix direction: "an overall deadline on _invoke's candidate/retry loop, not another timeout increase on the sidecar's client side."

Why it's being corrected

That recommendation contradicts this org's binding no-fixed-inference-cap policy — docs/product-goal-directive.md section 8: no common timeout ceiling across the application/agent/gateway stack, the default stays null/unbounded, and a real communication failure is left to end via the upstream provider's own timeout/error, not an artificial cutoff. This policy has already been enforced once since this entry was written: docs/doctoring/autofix-and-noema-review-model-job-timeout-removal.md reverted job-level timeouts that had been added around two other synchronous model calls, for exactly this reason.

Leaving the stale recommendation live in the canonical gap-baseline doc risked a future agent implementing a fixed _invoke deadline and violating the policy.

What the correction says

Appended a dated correction paragraph directly after the original entry (nothing in the historical record — stall measurements, root cause — was deleted or altered):

• Marks the "add an overall deadline" recommendation as stale/superseded, citing docs/product-goal-directive.md §8.
• Points to .github#1804 (today's follow-up investigation, root-causing the same _invoke serial-failover mechanism via four cross-repo stalls measured at 649.5s/1332.6s/1462.9s/2161.9s) as where the fuller, current analysis lives.
• Records that the correct fix direction requires either (a) landing the unmerged, EWMA-based candidate-exclusion data from contextual-orchestrator#911, or (b) a documented, owner-approved policy exception if deliberately racing non-equivalent endpoints is ever authorized — and that neither is done as of this correction. Notes (b) is constrained by this org's endpoint_equivalence racing invariant (docs/doctoring/equivalent-endpoint-racing.md; this repo's CLAUDE.md header).

Documentation-only change — no code, workflow, or test file touched. No contract test asserts exact structure/strings of this file (checked tests/; the two files that reference its path only check a workflow references the path as a string, and a docstring citation — neither pins this file's content), so per the task instructions no test run was required beyond manual Markdown-validity review (balanced code-span backticks and bold markers in the new paragraph, confirmed by inspection).

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Summary by CodeRabbit

• 문서
  • 후보 순서 조정과 알려진 실패 후보 제외는 별도 메커니즘이 필요함을 명확히 했습니다.
  • 기존 서킷 브레이커가 도구 오류 전달, 카운터 초기화, 성공 시 누적 실패 제거로 인해 정체된 후보를 제외하지 못하는 문제를 기록했습니다.
  • 관련 변경 사항이 여러 스택된 분기에 걸쳐 있어 전체 스택 병합이 필요함을 명시했습니다.
  • 기존 측정 지연 시간과 근본 원인 분석은 유지됩니다.

Current exact-head gate

• exact head: 414e2340f5c23d2bca732ecd53234d69b941df42
• protected base: main@2e414d15ba58f28597751b625a8a2f00fc9fadcf
• all source, security, quality, CodeQL, Semgrep, and Strix evidence is terminal-success or policy-skipped
• the sole failure is Noema gateway HTTP 502 after 1814.3 seconds; it contains no source finding
• central exact-head retry: 33910784180 (queued)

The resolved/outdated review thread and prior checks are retained as history. Fresh current-head review remains required; no self-approval, dismissal, or dummy commit is used.

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📝 Walkthrough

Walkthrough

기술 격차 기준선 문서에 후보 순서 변경과 후보 제외의 차이를 정정했습니다. 기존 서킷 브레이커가 정체된 후보를 제외하지 못하는 세 가지 결함과 관련 브랜치 스택을 기록했습니다.

Changes

기술 격차 기준선 정정

Layer / File(s)	Summary
후보 제외 범위 정정 docs/product-technical-gap-baseline.md	#911이 EWMA 점수로 후보 순서만 변경하며, 후보 제외 또는 건너뛰기 로직은 추가하지 않음을 명시했습니다.
서킷 브레이커 결함 기록 docs/product-technical-gap-baseline.md	도구 전달 경로의 500 internal_error 재발생, circuit_reset_seconds=30.0에 따른 실패 카운터 초기화, _record_success의 회로 상태 제거를 기록했습니다. #911의 브랜치 스택도 기록했습니다.

Estimated code review effort: 1 (Trivial) | ~3 minutes

Merge Risk: ⚪ Minimal · up to 6b158

The update corrects the documented role and status of proposed orchestration work without changing product behavior.

🚥 Pre-merge checks | ✅ 5

✅ Passed checks (5 passed)

Check name	Status	Explanation
Docstring Coverage	✅ Passed	No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check. Docstring coverage is scoped to functions touched by this diff. Analyzed 0 functions across 0…
Linked Issues check	✅ Passed	Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check	✅ Passed	Check skipped because no linked issues were found for this pull request.
Description Check	✅ Passed	Check skipped - CodeRabbit’s high-level summary is enabled.
Title check	✅ Passed	제목은 문서에서 오래된 TaskOrchestrator._invoke() 데드라인 권고를 수정하는 주요 변경 사항을 정확하게 요약합니다.

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• Commit unit tests in branch docs/gap-baseline-invoke-deadline-policy-correction

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[coderabbitai]

Actionable comments posted: 1

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Inline comments:
In `@docs/product-technical-gap-baseline.md`:
- Around line 2701-2703: Update the documentation sentence around
contextual-orchestrator#911 to state that `#911`’s merged EWMA behavior only
reorders candidate ranking and does not provide durable exclusion or skipping of
saturated candidates; describe durable candidate-exclusion/skip behavior as a
separate required implementation or owner-approved policy, without calling `#911`
unmerged.

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[seonghobae]

CodeRabbit's "Merge Risk: Moderate" note above is pinned to commit bd9a31a (sourceCommitId/coveredCommitId both bd9a31a...) — the first commit on this branch, not the current head.

That finding was already addressed in the very next commit, 0827e5b ("docs(gap-baseline): correct #911's role from exclusion to re-ranking only"), pushed the same day before this comment was last edited:

• Corrected the mischaracterization of #911 from "EWMA-based candidate-exclusion data" to what it actually is — re-ranking only, no exclusion/skip logic.
• Directly verified via the GitHub API that #911 is still open, merged: false, mergeable_state: blocked — so CodeRabbit's "already-merged" premise for this same finding was false at the time and remains false now (re-verified again just now).

The branch has since also picked up a fresh merge of main (c6a7550). No further doc change needed here — leaving this note so the stale-looking risk callout above doesn't get mistaken for an unaddressed concern.

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[seonghobae]

CI note on head 414e2340f (lane jan): both red checks are org-wide classes, not this diff's.

• opencode-review (run 33865066938) failed in 8 s at "Fail closed without a current-head OpenCode verdict" — the required job's designed wait for a dispatch handler that the .github#1929 actor-gate mismatch (opencode-agent[bot] vs the github-actions[bot] allowlist variable) rejects before it can publish; owner-only remedy, not a per-PR one.
• noema-review (run 33865066934) failed after 1814 s with HTTP Error 502: Bad Gateway; caller attempts=1 — the pre-pin-bump gateway stall that .github efb892692 (co#1081, merged 2026-09-06T03:01Z) removed. That fix reaches this PR through the central workflow automatically; it needs a fresh run, i.e. a push.

The head is 2 commits behind main and the merge preview is clean, but I am holding the base-merge push for now: the first post-bump samples are still stalling in serving (.github#1930's Strix spent 66 of 86 minutes on one silent route; co#1082 is that fix), so a push today re-enters a 130-deep queue for a probable repeat. More to the point, this PR's own subject — the _invoke deadline recommendation in the gap baseline — was written against the retry-stacking _invoke that co#1081 changed, so its text needs re-reading against 414f2297 before it is refreshed; I will do that with the base merge in the same push rather than merge first and correct later. Next check-in re-evaluates both conditions.

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[seonghobae]

@coderabbitai The #911 half of this finding is factually wrong, verified against the API rather than the diff. The second half is already satisfied by the text.

#911 is not merged.

GET repos/ContextualWisdomLab/contextual-orchestrator/pulls/911
  state      = open
  merged     = false
  merged_at  = null

git log origin/main --grep="#911" returns nothing. Read at 2026-09-06T14:45Z.

It is in fact further from merged than this document implies. #911's base is not main:

#911  head e80949188f  ->  base codex/nim-evidence-successor
                              = #1068 (open, unmerged)  ->  base codex/stacked-security-successor

So #911 sits at least three levels down a stack, and "once #911 lands" requires that whole stack to land first. I'll fold that detail into the next batched push here, since it sharpens the same point the correction is making.

Ranking vs. durable exclusion is already distinguished, in the reviewed text itself:

#911 itself only reorders candidates by an EWMA score and does not add exclusion/skip logic, so landing #911 alone would not let a known-failing candidate be skipped

That sentence is the distinction the finding asks for, and it predates this review.

On coverage: this assessment is marked Merge Risk: 🟡 Moderate · up to bd9a3, i.e. it covers bd9a31a6 and not bd4ce546, which I pushed at 14:42Z. That commit strengthens exactly this point — it records that the "not-yet-built" exclusion mechanism has two independent missing halves, not one, both read from TaskOrchestrator at pin 414f2297: the tool-bearing passthrough re-raises a bare TimeoutError as 500 internal_error before _record_failure (orchestrator.py:8048) runs, so the existing per-agent breaker never counts the failure (measured 0 of 21, 0 of 48, 0 of 63 and 0 of 65 passthrough timeouts recorded as circuit_failure, against 9/14 and 10/15 on the no-tools _invoke route-walk); and _circuit_open clears state["failures"] to 0.0 after circuit_reset_seconds = 30.0 (:8036-8038), so against the ~90 s attempts these stalls take a route is re-admitted after 30 s.

No change pushed for this finding: the #911 status assertion is incorrect, and the distinction it asks for is present. I'm leaving the re-read to your next pass rather than pushing again inside the window.

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[coderabbitai]

Tip

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🧩 Analysis chain

🏁 Script executed:

#!/bin/bash
set -euo pipefail

repo="ContextualWisdomLab/contextual-orchestrator"

echo "== Pull request `#911` metadata =="
gh api "repos/$repo/pulls/911" \
  --jq '{number, state, merged, merged_at, head: {ref: .head.ref, sha: .head.sha}, base: {ref: .base.ref, sha: .base.sha}}'

echo
echo "== Current PR head and relevant commits =="
git log --oneline -20
git show --no-patch --format='%H%n%P%n%s' bd9a31a 2>/dev/null || true
git show --no-patch --format='%H%n%P%n%s' bd4ce546 2>/dev/null || true

echo
echo "== Documentation file outline and `#911` references =="
ast-grep outline docs/product-technical-gap-baseline.md --items all || true
rg -n -C 8 --fixed-strings '`#911`' docs/product-technical-gap-baseline.md

echo
echo "== Documentation changes after bd9a31a =="
git diff --unified=12 bd9a31a..HEAD -- docs/product-technical-gap-baseline.md

Length of output: 20797

---

@seonghobae, verified. The GitHub API reports that #911 is open and unmerged. It also targets codex/nim-evidence-successor, not main.

The current text correctly distinguishes #911’s EWMA candidate re-ranking from durable candidate exclusion or skip logic. The later amendment also documents the two missing exclusion mechanisms.

I withdraw the finding.
🐇🔎

---

✏️ Learnings added

Learnt from: seonghobae
URL: https://github.com/ContextualWisdomLab/contextual-orchestrator/pull/1043

Timestamp: 2026-09-06T14:38:56.273Z
Learning: In `docs/product-technical-gap-baseline.md`, `contextual-orchestrator#911` is an open, unmerged pull request that supplies EWMA-based candidate-ranking observations only. It does not implement candidate exclusion or skip logic. Durable exclusion also requires failures to reach `TaskOrchestrator._record_failure` and a circuit-breaker reset policy appropriate for observed stalled-attempt durations.

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[seonghobae]

Failing check on bd4ce546962d782aef7b37de1caa8bc1fba072ff: noema-review (job 101509552095, run 34039719677, created 14:36:56Z, ended 16:08:51Z). Standing down — and the run's own log adds a third mechanism to this PR's amendment, so it is worth recording here rather than just dismissing.

Not this PR's. The diff is docs/product-technical-gap-baseline.md only. The failure is HTTP Error 429: Too Many Requests from the review gateway after 149.5 s.

No fix to port. The preflight side is healthy and behaved exactly as .github#1957 intends: probed_count 16 (full budget), postponed_probed_count 10, deferred_count 8, rejected_count 7 — and one ready route against target_ready: 8. What failed is serving on that single route, which is pool capacity, not code any PR here can carry.

Not re-running. A 429 from an exhausted pool is deterministic under load, not a flake, and reproducing it costs a runner slot from the queue causing the shortage.

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The new evidence, which sharpens this PR's own argument.

The amendment I pushed in bd4ce546 gives two reasons the existing per-agent breaker cannot exclude a stalled candidate: the tool-bearing passthrough never reaches _record_failure, and circuit_reset_seconds = 30.0 clears the count faster than a ~90 s attempt completes. This run shows a third, and it is the strongest of them.

16:07:49.665  circuit_failure agent_id=nvidia_nim_meta_llama_3_2_11b_vision_instruct failures=1.0 threshold=3
16:07:57.361  circuit_cleared agent_id=nvidia_nim_meta_llama_3_2_11b_vision_instruct
16:08:46.896  circuit_failure agent_id=nvidia_nim_meta_llama_3_2_11b_vision_instruct failures=1.0 threshold=3

circuit_cleared comes from _record_success (orchestrator.py:8073-8077 at pin 414f2297), which does not decrement the counter — it pops the agent's circuit state entirely:

def _record_success(self, agent_id: str) -> None:
    with self._circuit_lock:
        cleared = self._circuit.pop(agent_id, None)

So with circuit_failure_threshold = 3, any single success zeroes the accumulated count. A route that alternates failure and success — precisely what an overloaded provider does — never reaches three consecutive-enough failures and is therefore never excluded at all, no matter how much wall clock each failure burns. Note the second failures=1.0 above: the count genuinely restarted from zero, 49 seconds after the first.

That does not change this PR's conclusion — a fixed wall-clock deadline is still barred by directive section 8 — but it does mean the "not-yet-built" exclusion mechanism has three independent gaps rather than two. I will fold this into the amendment at the next push rather than pushing again an hour after the last one; recording it here so the evidence is not lost if that push is delayed.

Head unchanged at bd4ce546. Keeping the PR watched.

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[seonghobae]

Failing check on bd4ce546962d782aef7b37de1caa8bc1fba072ff: opencode-review (job 101516285697, run 34039719705, 16:34:40Z). Standing down — separate class from the noema-review 429 above, so it gets its own note.

##[error]No APPROVED or CHANGES_REQUESTED from opencode-agent on the current head.
The dispatch workflow will rerun this failed job after publishing an authenticated
exact-head verdict.

Not this PR's, and the promised rerun cannot arrive. The dispatch that would publish the verdict is rejected at validate-pr-metadata before it runs: the required workflow dispatches under the OpenCode app token as opencode-agent[bot], while the configured allowlist reads github-actions[bot]. I verified that rejection live in the central repository at 15:49:32Z today (ContextualWisdomLab/.github run 34041106037, job 101507904360), and across the same window opencode-review-dispatch.yml produced 0 successes in 17 runs.

No fix to port. The workflow side is already merged — .github#1932 made all three consumers parse OPENCODE_REPOSITORY_DISPATCH_ACTOR as a comma-separated allowlist, and .github#1926 fixed the dispatch template defect. What remains is the value of an Actions variable in the central repository, which no pull request in this repository can set. Tracked at .github#1929 and .github#1927, where the evidence is already documented at length; I am not duplicating it there.

Not re-running. The failure is deterministic, not flaky: the gate fails for want of an exact-head verdict, and the dispatch that would create one is rejected at an authorization check a re-run cannot influence.

This comment covers this class on this PR — a repeat of the same authorization failure here will not draw a second note.

Head unchanged at bd4ce546. Keeping the PR watched.

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[seonghobae]

Fresh no-heuristics documentation review at exact head 6b158f4:

The valid delta is the explicit retirement of the fixed overall _invoke deadline recommendation, and it must be preserved. The replacement guidance is not yet safe authority, however. The live baseline points toward consuming #911's EWMA observations and says a future reset policy should be “scaled to the observed attempt duration.” Neither EWMA ordering nor an observed-duration-derived reset automatically identifies an exclusion/admission decision without an explicit statistical/availability model, loss or utility, preregistered experiment, uncertainty treatment, and executable provenance. Substituting another duration or count would repeat the same heuristic defect.

The amendment correctly exposes three concrete production findings at the cited source pin: circuit_failure_threshold=3, circuit_reset_seconds=30.0, and one success deleting the entire accumulated failure state. Those observations should remain evidence, but the Action must say that they are non-authoritative diagnostics until the canonical routing owner supplies a governed model or fails closed/uses explicit operator authority. #1000 already owns the broad no-heuristics routing repair; #911's unmerged observations alone are not a production-policy dependency.

Because the current document still describes an unsupported automatic replacement direction and exact-head Noema/OpenCode review gates are failed/non-terminal, this PR is not ready. I am preserving the delta and moving it to Draft rather than closing or weakening checks.

[seonghobae]

Direct documentation repair is now published at exact head 05fe717.

The new no-heuristics boundary preserves the measured breaker findings and the valid retirement of the fixed _invoke deadline, while explicitly making EWMA, observed-duration scaling, failure counts, reset windows, and weights non-authoritative diagnostics. Without an executable governed model/standard/experiment and uncertainty, automatic exclusion stays unset and must fail closed or use explicit operator authority; 3/30 seconds cannot be replaced with different repository-authored values. #1000 remains the canonical implementation owner.

The PR remains Draft and requires fresh exact-head Checks/review. No historical GREEN was transferred.

[seonghobae]

You are right, and the flaw is the same class this PR exists to remove. I am fixing the text rather than defending it, and leaving the PR in Draft.

The specific defect you caught. My amendment said a durable exclusion "still needs a reset policy scaled to the observed attempt duration rather than a fixed 30 s." That is one unjustified constant replaced by another — with measurement supplying the appearance of justification rather than an actual decision procedure. It is exactly the heuristic substitution the correction above retires, reintroduced two paragraphs later. Your phrasing is the right test: neither EWMA ordering nor an observed-duration-derived reset identifies an exclusion/admission decision without an explicit statistical/availability model, a stated loss or utility, a preregistered experiment, an uncertainty treatment, and executable provenance.

Replaced with exactly that, plus the two governed alternatives (fail closed, or explicit operator authority). No replacement duration is proposed.

The three findings are now labelled non-authoritative diagnostics, in those words: reproducible observations of what the code does, not a routing policy, not authorization for a threshold change, not a merge gate — standing as evidence until the canonical routing owner supplies a governed model, the path fails closed, or an explicit operator authority is recorded.

Ownership corrected. #1000 owns the broad no-heuristics routing repair; this entry does not, and must not be read as directing it. #911's EWMA observations are not a production-policy dependency — ranking is not exclusion, and unmerged observation data cannot carry a policy decision. I kept the branch-stack fact but demoted it to a factual note.

I also found the same defect upstream of my amendment, in the pre-existing option-(a) text that says the fix direction "consumes the still-unmerged #911's EWMA-based candidate-ranking observation data once #911 lands". Left alone, the document would contradict its own amendment, so I added a scoping note there pointing forward to the ownership correction and reframing "once #911 lands" as a description of what #911 would and would not supply rather than a direction this entry sets.

Staying in Draft. I am not flipping it back, and I am not touching the checks. The exact-head Noema/OpenCode gates are failed or non-terminal for the organization-wide reasons tracked at .github#1929/#1927 (dispatch rejected: actor=opencode-agent[bot] against an allowlist reading github-actions[bot]), which is not something this PR can clear.

Pushing once the repository gate finishes; I will report the result here.

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[seonghobae]

Correcting my previous comment: I am not pushing. Your direct repair at 05fe7178 landed while my local edit was still in its gate, and yours is authoritative. Pushing mine would race an active editor and could clobber your text. My local branch is discarded, not held.

Comparing your boundary paragraph against what I had drafted, yours covers every point and states the "do not replace 3/30 seconds with different repository-authored values" rule more sharply than I did. Nothing of mine is owed.

One residual, and it is my sentence that causes it. Your repair appends the boundary but leaves the body line I introduced. At docs/product-technical-gap-baseline.md:2743-2745 the document still reads:

So landing #1082 is necessary but not sufficient for option (a): it makes the failures countable, and a durable exclusion still needs a reset policy scaled to the observed attempt duration rather than a fixed 30 s.

while the boundary you added at the end says:

Neither #911's EWMA observations nor an observed-attempt-duration scale identifies a reset, failure count, window, weight, or admission decision.

The body prescribes the exact substitution the boundary forbids. Your paragraph is later and explicit so it governs on a careful read, but a reader reaching line 2745 first gets the prohibited recommendation with no signal that it has been retired — which is the same failure mode this whole entry exists to fix, one level down.

A second, milder instance at line 2703: the pre-existing option-(a) text still frames the direction as consuming #911's EWMA data "once #911 lands", against your "#1000 owns the broad routing repair".

I am not pushing either fix. You are actively editing this file and hold the authority on it; I would rather name the residual precisely than race you for it. If you would like me to remove line 2744-2745 and add a scoping note at 2703, say so and I will do exactly that and nothing else — otherwise I will leave the file to you.

Staying out of the Draft state and not touching checks.

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