[EPIC][expert] Planner / coordinator expert: symbolic decomposition, expert assignment, and bounded replanning #419

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opened 2026-09-08 01:29:22 +00:00 by nsaspy · 7 comments
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Parent: #376
Depends on: #377, #378
Integrates with: #288, #68–#71, #355
Research input: #397 #401A

Goal

Add a reusable Planner / Coordinator Expert that turns a Frozen Spec plus current evidence and admitted procedural knowledge into a validated dependency graph of typed goals/operations and assigns expert-owned work to appropriate registered experts.

The coordinator is symbolic first. It is not a second scheduler: #288 / the existing graph runtime remains authoritative for execution ordering, readiness, cancellation and aggregate bounds.

MACHINE-SPIRIT #401A refinement — procedure selection/decomposition before expert assignment

Depth 4A found that the previous planner contract compressed several distinct procedural roles into one generic decomposition oracle. Refine the normal path to:

Frozen obligation / compound task
        ↓
find applicable admitted procedural methods
        ↓
select method under explicit control/preference policy
        ↓
decompose method to typed partial-order task network
        ↓
validate network against Frozen Spec/context/resources
        ↓
compile admitted task network to #288 plan graph
        ↓
for expert-owned ready tasks: #377 expert selection
for #355 plan-native tasks: canonical plan-native path

Hard distinction:

method selection != expert selection
procedure/method knowledge != plan instance

An expert is a solver/knowledge source for a typed task. The procedural method says how an abstract task is decomposed and should remain reusable when expert implementations/versions change.

Known-method-first policy

For ordinary known work, prefer in order:

  1. admitted exact/specific procedural method;
  2. bounded method alternatives under explicit preference/control rules;
  3. validated case-based adaptation proposal where configured;
  4. bounded classical/operator search for a small procedural gap;
  5. explicit model/generative decomposition fallback only when enabled.

Do not make free-form decomposition the default when reusable procedural knowledge already exists.

Procedural network semantics

Support task networks that preserve:

  • compound and primitive tasks;
  • partial ordering rather than forced total ordering;
  • preconditions/applicability;
  • data/causal dependencies;
  • resource/temporal constraints where supported;
  • expected postconditions/effects;
  • success/failure conditions;
  • alternatives/branches;
  • explicit recovery method refs;
  • provenance and method/version identity.

Predicted effects are planning semantics, not fresh observations and cannot satisfy #384 VERIFY by themselves.

Responsibilities

  • inspect the exact Frozen Spec and current project/evidence state;
  • derive unmet obligations and prerequisite observations;
  • normalize obligations into typed compound/primitive procedural tasks;
  • select/decompose admitted procedural methods where available;
  • preserve partial-order/dependency/resource relations;
  • build/repair dependency relations;
  • distinguish expert-owned reasoning goals from deterministic plan-native operations;
  • ask the canonical expert registry to select specialist experts only after task/method decomposition determines the work class;
  • validate capabilities/preconditions before execution;
  • accept typed method/procedure proposals from control rules, diagnostic repair, or CBR only through the same validation path;
  • replan after structured failure/unknown/blocked outcomes without weakening the Frozen Spec;
  • stop on success, blocked state, cancellation, exhausted bound or no progress.

Required routing semantics

sync_remote/run/index/delete -> plan-native per #355
edit/create                  -> Write Expert
project/source questions     -> Project Knowledge Expert
repository state/history     -> Git Expert
missing evidence/retrieval   -> Retrieval Expert
verification                 -> Verify Expert
failure diagnosis            -> Repair/Diagnosis Expert
adversarial final review     -> Review/Critic Expert

The mapping is resolved through the expert registry and applicability rules, not hard-coded trusted closures in model-authored plan data.

Symbolic planning

Use ordinary Prolog graph/search/constraint techniques where useful:

  • method applicability/unification;
  • HTN-like task decomposition;
  • dependency closure;
  • topological readiness;
  • best-first / priority work queues;
  • prerequisite and control rules;
  • cost/work ordering;
  • explicit unknown dependencies;
  • repeated-state/no-progress fingerprints;
  • plan validity against Frozen Spec;
  • bounded backtracking over method/expert/strategy alternatives;
  • bounded classical operator search only where policy admits it.

All decomposition/search needs explicit limits on method alternatives, network size, recursion/decomposition depth and work. Resource exhaustion returns a structured undecided/resource-limited outcome rather than arbitrary first-found success.

An LLM may optionally propose a decomposition for genuinely unmodeled tasks, but such output is inert candidate procedural/plan data and must pass the same closed vocabulary, dependency, SPEC, procedure, capability and authority validation.

Logical coordination-board integration

#401A adopts blackboard ideas only as typed shared coordination state, not a scheduler. The coordinator may consume/propose board entries such as:

goal / subgoal
observation / evidence_gap
hypothesis / diagnostic_conflict
method_candidate / plan_candidate
expert_proposal / repair_candidate
review_finding / blocked_reason

A board/proposal record is never automatically scheduled. The coordinator admits valid procedural/network changes into the #288 graph. #288 remains the only scheduler.

Replanning contract

A replan may:

  • add evidence-acquisition steps;
  • select another applicable method;
  • choose another applicable expert for an expert-owned task;
  • change dependency order where valid;
  • use a validated case-based adaptation proposal;
  • replace a failed strategy with another permitted strategy;
  • add diagnostic/repair work;
  • abandon a non-required branch with reason.

A replan may not:

  • delete a Frozen Spec obligation;
  • change the Frozen Spec fingerprint;
  • treat a procedural predicted effect as observed evidence;
  • widen capability/authority;
  • treat a failed verifier as success;
  • manufacture missing evidence;
  • promote a case/example into a trusted method/rule implicitly.

Acceptance

  • Deterministic fixture selects an admitted method and decomposes a Frozen-Spec obligation into a valid partial-order task network with zero model calls.
  • Method selection and expert selection are separately inspectable decisions.
  • The same method may bind to different compatible expert implementations without changing method identity.
  • Partial ordering survives compilation into #288 rather than becoming arbitrary total order.
  • Expert-owned goals resolve through #377 rather than embedded closures.
  • D6-11 operations stay plan-native and are rejected from expert assignment.
  • Predicted operator/postcondition data alone cannot satisfy current VERIFY evidence.
  • Missing expert/capability becomes structured blocked/unsupported state.
  • Failure causes a bounded valid replan while preserving the exact Frozen Spec fingerprint.
  • Replanning cannot drop an obligation.
  • Recursive method cycle is rejected/bounded before effect execution.
  • Method-alternative explosion respects explicit resource bounds and does not silently choose first result.
  • Case-based adaptation remains a candidate until normal procedural/network validation succeeds.
  • Repeated equivalent state triggers no-progress termination.
  • Cancellation prevents further scheduling/invocation.
  • Optional model-proposed decomposition is validated identically and separately metered.
  • Plan/method decision and expert assignment are explainable from facts, procedure provenance, dependencies and registry selection.

Non-goals

  • No second plan interpreter or scheduler.
  • No concrete filesystem/Git/process implementation.
  • No authority widening by planning.
  • No ambient unrestricted classical-plan search.
  • No automatic rule/method promotion from successful cases; #404 owns promotion policy.

Refs #376 #377 #378 #288 #355 #68 #69 #70 #71 #397 #401.

Parent: #376 Depends on: #377, #378 Integrates with: #288, #68–#71, #355 Research input: #397 #401A ## Goal Add a reusable **Planner / Coordinator Expert** that turns a Frozen Spec plus current evidence and admitted procedural knowledge into a validated dependency graph of typed goals/operations and assigns expert-owned work to appropriate registered experts. The coordinator is symbolic first. It is **not a second scheduler**: #288 / the existing graph runtime remains authoritative for execution ordering, readiness, cancellation and aggregate bounds. ## MACHINE-SPIRIT #401A refinement — procedure selection/decomposition before expert assignment Depth 4A found that the previous planner contract compressed several distinct procedural roles into one generic decomposition oracle. Refine the normal path to: ```text Frozen obligation / compound task ↓ find applicable admitted procedural methods ↓ select method under explicit control/preference policy ↓ decompose method to typed partial-order task network ↓ validate network against Frozen Spec/context/resources ↓ compile admitted task network to #288 plan graph ↓ for expert-owned ready tasks: #377 expert selection for #355 plan-native tasks: canonical plan-native path ``` Hard distinction: ```text method selection != expert selection procedure/method knowledge != plan instance ``` An expert is a solver/knowledge source for a typed task. The procedural method says how an abstract task is decomposed and should remain reusable when expert implementations/versions change. ### Known-method-first policy For ordinary known work, prefer in order: 1. admitted exact/specific procedural method; 2. bounded method alternatives under explicit preference/control rules; 3. validated case-based adaptation proposal where configured; 4. bounded classical/operator search for a small procedural gap; 5. explicit model/generative decomposition fallback only when enabled. Do not make free-form decomposition the default when reusable procedural knowledge already exists. ### Procedural network semantics Support task networks that preserve: - compound and primitive tasks; - partial ordering rather than forced total ordering; - preconditions/applicability; - data/causal dependencies; - resource/temporal constraints where supported; - expected postconditions/effects; - success/failure conditions; - alternatives/branches; - explicit recovery method refs; - provenance and method/version identity. Predicted effects are planning semantics, **not fresh observations** and cannot satisfy #384 VERIFY by themselves. ## Responsibilities - inspect the exact Frozen Spec and current project/evidence state; - derive unmet obligations and prerequisite observations; - normalize obligations into typed compound/primitive procedural tasks; - select/decompose admitted procedural methods where available; - preserve partial-order/dependency/resource relations; - build/repair dependency relations; - distinguish expert-owned reasoning goals from deterministic plan-native operations; - ask the canonical expert registry to select specialist experts only after task/method decomposition determines the work class; - validate capabilities/preconditions before execution; - accept typed method/procedure proposals from control rules, diagnostic repair, or CBR only through the same validation path; - replan after structured failure/unknown/blocked outcomes without weakening the Frozen Spec; - stop on success, blocked state, cancellation, exhausted bound or no progress. ## Required routing semantics ```text sync_remote/run/index/delete -> plan-native per #355 edit/create -> Write Expert project/source questions -> Project Knowledge Expert repository state/history -> Git Expert missing evidence/retrieval -> Retrieval Expert verification -> Verify Expert failure diagnosis -> Repair/Diagnosis Expert adversarial final review -> Review/Critic Expert ``` The mapping is resolved through the expert registry and applicability rules, not hard-coded trusted closures in model-authored plan data. ## Symbolic planning Use ordinary Prolog graph/search/constraint techniques where useful: - method applicability/unification; - HTN-like task decomposition; - dependency closure; - topological readiness; - best-first / priority work queues; - prerequisite and control rules; - cost/work ordering; - explicit unknown dependencies; - repeated-state/no-progress fingerprints; - plan validity against Frozen Spec; - bounded backtracking over method/expert/strategy alternatives; - bounded classical operator search only where policy admits it. All decomposition/search needs explicit limits on method alternatives, network size, recursion/decomposition depth and work. Resource exhaustion returns a structured undecided/resource-limited outcome rather than arbitrary first-found success. An LLM may optionally propose a decomposition for genuinely unmodeled tasks, but such output is inert candidate procedural/plan data and must pass the same closed vocabulary, dependency, SPEC, procedure, capability and authority validation. ## Logical coordination-board integration #401A adopts blackboard ideas only as **typed shared coordination state**, not a scheduler. The coordinator may consume/propose board entries such as: ```text goal / subgoal observation / evidence_gap hypothesis / diagnostic_conflict method_candidate / plan_candidate expert_proposal / repair_candidate review_finding / blocked_reason ``` A board/proposal record is never automatically scheduled. The coordinator admits valid procedural/network changes into the #288 graph. #288 remains the only scheduler. ## Replanning contract A replan may: - add evidence-acquisition steps; - select another applicable method; - choose another applicable expert for an expert-owned task; - change dependency order where valid; - use a validated case-based adaptation proposal; - replace a failed strategy with another permitted strategy; - add diagnostic/repair work; - abandon a non-required branch with reason. A replan may **not**: - delete a Frozen Spec obligation; - change the Frozen Spec fingerprint; - treat a procedural predicted effect as observed evidence; - widen capability/authority; - treat a failed verifier as success; - manufacture missing evidence; - promote a case/example into a trusted method/rule implicitly. ## Acceptance - [ ] Deterministic fixture selects an admitted method and decomposes a Frozen-Spec obligation into a valid partial-order task network with zero model calls. - [ ] Method selection and expert selection are separately inspectable decisions. - [ ] The same method may bind to different compatible expert implementations without changing method identity. - [ ] Partial ordering survives compilation into #288 rather than becoming arbitrary total order. - [ ] Expert-owned goals resolve through #377 rather than embedded closures. - [ ] D6-11 operations stay plan-native and are rejected from expert assignment. - [ ] Predicted operator/postcondition data alone cannot satisfy current VERIFY evidence. - [ ] Missing expert/capability becomes structured blocked/unsupported state. - [ ] Failure causes a bounded valid replan while preserving the exact Frozen Spec fingerprint. - [ ] Replanning cannot drop an obligation. - [ ] Recursive method cycle is rejected/bounded before effect execution. - [ ] Method-alternative explosion respects explicit resource bounds and does not silently choose first result. - [ ] Case-based adaptation remains a candidate until normal procedural/network validation succeeds. - [ ] Repeated equivalent state triggers no-progress termination. - [ ] Cancellation prevents further scheduling/invocation. - [ ] Optional model-proposed decomposition is validated identically and separately metered. - [ ] Plan/method decision and expert assignment are explainable from facts, procedure provenance, dependencies and registry selection. ## Non-goals - No second plan interpreter or scheduler. - No concrete filesystem/Git/process implementation. - No authority widening by planning. - No ambient unrestricted classical-plan search. - No automatic rule/method promotion from successful cases; #404 owns promotion policy. Refs #376 #377 #378 #288 #355 #68 #69 #70 #71 #397 #401.
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Machine Spirit #401B canonical handoff — monitored epistemic procedural policies

Depth 4B materially refines this coordinator contract. Treat this as required design input for the next body reconciliation/implementation slice.

Required additions

  • Evaluate procedural guards through #400 epistemic semantics, preserving satisfied/refuted/unknown/conflicted/blocked/unsupported; raw failure-to-prove is not universal false.
  • Distinguish hard_guard, observation_gate, branch_guard, explicit assumption, monitor_invariant, and success_condition.
  • Keep method_applicable != method_admissible != plan_instance_valid != action_authorized != action_ready.
  • Allow admitted methods to carry explicit nondeterministic guarantee classes (deterministic/weak/strong/strong_cyclic/best_effort) plus versioned fairness/environment assumptions. Strong-cyclic retry is not unconditional progress.
  • Add current-time/resource admission before effectful execution. Deadlines, durative invariants, resource capacity/calendars/leases, mutex and required-concurrency constraints are live validity conditions.
  • Compile only semantically safe concurrency: absence of an ordering edge is insufficient when causal/effect/resource/authority interference exists.
  • Maintain a bounded execution frontier over the current method/version, evidence generation, open tasks/observations, temporal/resource constraints, observed outcomes and exogenous events.
  • On new observations/events, re-evaluate affected guards/causal links/invariants and choose the smallest valid response: continue, declared contingent branch, discriminator, plan-instance repair, method reselection, or blocked/resource-limited.
  • Preserve four repair layers: dispatch/continuation repair; plan-instance repair; method reselection; inert method-defect/supersession candidate. Never mutate trusted method knowledge because one run failed.
  • Method preferences are typed/partial/scoped (specificity, safety, guarantee class, current feasibility, verified competence, reversibility, cost, validity), never silent clause/source order.
  • CBR adaptation must pass an explicit semantic compatibility contract; nearest-neighbor similarity cannot admit a procedure.

All admitted work still compiles to #288. This does not authorize a second scheduler or executor.

Full research/sources and B1-B28 adversarial fixtures: #401 Depth-4B comment.

## Machine Spirit #401B canonical handoff — monitored epistemic procedural policies Depth 4B materially refines this coordinator contract. Treat this as required design input for the next body reconciliation/implementation slice. ### Required additions - Evaluate procedural guards through #400 epistemic semantics, preserving `satisfied/refuted/unknown/conflicted/blocked/unsupported`; raw failure-to-prove is not universal false. - Distinguish `hard_guard`, `observation_gate`, `branch_guard`, explicit `assumption`, `monitor_invariant`, and `success_condition`. - Keep `method_applicable != method_admissible != plan_instance_valid != action_authorized != action_ready`. - Allow admitted methods to carry explicit nondeterministic guarantee classes (`deterministic/weak/strong/strong_cyclic/best_effort`) plus versioned fairness/environment assumptions. Strong-cyclic retry is not unconditional progress. - Add current-time/resource admission before effectful execution. Deadlines, durative invariants, resource capacity/calendars/leases, mutex and required-concurrency constraints are live validity conditions. - Compile only semantically safe concurrency: absence of an ordering edge is insufficient when causal/effect/resource/authority interference exists. - Maintain a bounded **execution frontier** over the current method/version, evidence generation, open tasks/observations, temporal/resource constraints, observed outcomes and exogenous events. - On new observations/events, re-evaluate affected guards/causal links/invariants and choose the smallest valid response: continue, declared contingent branch, discriminator, plan-instance repair, method reselection, or blocked/resource-limited. - Preserve four repair layers: dispatch/continuation repair; plan-instance repair; method reselection; inert method-defect/supersession candidate. Never mutate trusted method knowledge because one run failed. - Method preferences are typed/partial/scoped (specificity, safety, guarantee class, current feasibility, verified competence, reversibility, cost, validity), never silent clause/source order. - CBR adaptation must pass an explicit semantic compatibility contract; nearest-neighbor similarity cannot admit a procedure. All admitted work still compiles to #288. This does **not** authorize a second scheduler or executor. Full research/sources and B1-B28 adversarial fixtures: #401 Depth-4B comment.
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Machine Spirit #401C handoff — planner consumes admitted procedural projections

Depth 4C's PIFF result tightens the planner boundary:

  • planner may select native reusable procedural artifacts/methods through their versioned PSC/bridge contracts;
  • it must consume/compile only an execution-admitted host-specific projection into #288;
  • foreign Golog/ConGolog, Behavior Tree, BPMN/workflow or temporal-PDDL control semantics must not be silently flattened into a plan DAG;
  • unbound/unsupported/lossy/noncomposable semantics remain explicit;
  • expert-owned tasks bind by goal contract through #377, not persisted remote expert IDs;
  • procedure/role portability transfers no principal identity, capability or authority.

#288 remains the sole scheduler. Full research and C1-C28 interoperability fixtures are on #401; #401D owns incremental/scaling/runtime realization.

## Machine Spirit #401C handoff — planner consumes admitted procedural projections Depth 4C's PIFF result tightens the planner boundary: - planner may select native reusable procedural artifacts/methods through their versioned PSC/bridge contracts; - it must consume/compile only an **execution-admitted host-specific projection** into #288; - foreign Golog/ConGolog, Behavior Tree, BPMN/workflow or temporal-PDDL control semantics must not be silently flattened into a plan DAG; - unbound/unsupported/lossy/noncomposable semantics remain explicit; - expert-owned tasks bind by goal contract through #377, not persisted remote expert IDs; - procedure/role portability transfers no principal identity, capability or authority. #288 remains the sole scheduler. Full research and C1-C28 interoperability fixtures are on #401; #401D owns incremental/scaling/runtime realization.
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Machine Spirit #401D canonical handoff — DPEC execution semantics

Depth 4 is now design-complete. #401D selects DPEC — Demand-Driven Procedural Execution & Conformance Graph as the computational realization of PIF/MEPP/PIFF.

Planner/Coordinator implications:

  • demand-index candidate methods/PSCs/bridges before decomposition; do not scan/materialize the whole procedural theory;
  • preserve alternatives as a packed AND/OR + guard/constraint decomposition DAG/forest;
  • classify recursive HTN hierarchy cycles/search guarantees explicitly; a depth/work limit is a safety bound, not proof that no plan exists;
  • host-specific execution projections are versioned derived state keyed by procedure/PSC/bridge/binding/expert-registry/epistemic/resource-policy inputs;
  • invalidation follows actual dependencies and may stop only when the selected profile proves the observable projection/interface digest unchanged;
  • validate PSC/host projection compatibility before #288 admission;
  • absence of an ordering edge does not prove concurrency safety: causal/effect/resource/temporal/formalism constraints must admit overlap;
  • preserve source partial order; global optimal reordering/deordering/makespan is optional bounded optimization, not normal planning semantics;
  • MEPP monitors produce typed deltas consumed by replan/repair; they do not schedule independently;
  • return explicit resource_limited / incomplete-search status rather than arbitrary first-method success;
  • supported heterogeneous projections need formalism-specific reference/differential conformance receipts before being claimed semantics-preserving;
  • all executable work still compiles to #288 / rlm_plan; no second procedural interpreter/scheduler.

Fresh HTN research materially strengthens the cycle/verification requirements: Yousefi et al. ICAPS 2025 show A* can be incomplete even for totally ordered HTN problems due hierarchy-induced cycles (https://ojs.aaai.org/index.php/ICAPS/article/view/36107), while Lauer/Lin/Bercher ICAPS 2025 show lifted HTN verification/bounded existence complexity depends sharply on fragment restrictions (https://ojs.aaai.org/index.php/ICAPS/article/view/36102).

Full design + D1-D34 fixtures are preserved on #401.

## Machine Spirit #401D canonical handoff — DPEC execution semantics Depth 4 is now design-complete. #401D selects **DPEC — Demand-Driven Procedural Execution & Conformance Graph** as the computational realization of PIF/MEPP/PIFF. Planner/Coordinator implications: - demand-index candidate methods/PSCs/bridges before decomposition; do not scan/materialize the whole procedural theory; - preserve alternatives as a packed AND/OR + guard/constraint decomposition DAG/forest; - classify recursive HTN hierarchy cycles/search guarantees explicitly; a depth/work limit is a safety bound, **not proof that no plan exists**; - host-specific execution projections are versioned derived state keyed by procedure/PSC/bridge/binding/expert-registry/epistemic/resource-policy inputs; - invalidation follows actual dependencies and may stop only when the selected profile proves the observable projection/interface digest unchanged; - validate PSC/host projection compatibility before #288 admission; - absence of an ordering edge does not prove concurrency safety: causal/effect/resource/temporal/formalism constraints must admit overlap; - preserve source partial order; global optimal reordering/deordering/makespan is optional bounded optimization, not normal planning semantics; - MEPP monitors produce typed deltas consumed by replan/repair; they do not schedule independently; - return explicit `resource_limited` / incomplete-search status rather than arbitrary first-method success; - supported heterogeneous projections need formalism-specific reference/differential conformance receipts before being claimed semantics-preserving; - all executable work still compiles to #288 / `rlm_plan`; no second procedural interpreter/scheduler. Fresh HTN research materially strengthens the cycle/verification requirements: Yousefi et al. ICAPS 2025 show A* can be incomplete even for totally ordered HTN problems due hierarchy-induced cycles (https://ojs.aaai.org/index.php/ICAPS/article/view/36107), while Lauer/Lin/Bercher ICAPS 2025 show lifted HTN verification/bounded existence complexity depends sharply on fragment restrictions (https://ojs.aaai.org/index.php/ICAPS/article/view/36102). Full design + D1-D34 fixtures are preserved on #401.
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MACHINE-SPIRIT #404A handoff — learned procedural/control candidates

EPOCH makes the #401/#379 case boundary explicit for learning:

verified case / EBG result / ILP hypothesis
    -> candidate method/control rule
    -> #404 promotion receipt
    -> admitted semantic procedural/control knowledge
    -> ordinary #401 DPEC validation/admission
    -> #288 plan graph

A successful case never auto-registers a method. Learned strategy statistics may influence method-choice preference only as versioned operational evidence. Candidate/admitted learned methods must preserve exact origin experiences, assumptions, learner/profile, counterexamples, promotion policy/version and supersession state. Predicted learned postconditions remain non-observational and final success still belongs to #384 VERIFY.

Ref #404A EPOCH.

## MACHINE-SPIRIT #404A handoff — learned procedural/control candidates EPOCH makes the #401/#379 case boundary explicit for learning: ```text verified case / EBG result / ILP hypothesis -> candidate method/control rule -> #404 promotion receipt -> admitted semantic procedural/control knowledge -> ordinary #401 DPEC validation/admission -> #288 plan graph ``` A successful case never auto-registers a method. Learned strategy statistics may influence method-choice preference only as versioned operational evidence. Candidate/admitted learned methods must preserve exact origin experiences, assumptions, learner/profile, counterexamples, promotion policy/version and supersession state. Predicted learned postconditions remain non-observational and final success still belongs to #384 VERIFY. Ref #404A EPOCH.
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Machine Spirit #404B / CITADEL-EPOCH handoff

When learned method/control/strategy profiles affect planning, preserve the decision population and selection context so later promotion cannot mistake self-selected easy work for general improvement.

Required lineage should include applicable method alternatives, selection/control policy version, task/context signature, evidence generation, baseline/admitted method, chosen strategy and resulting VERIFY/diagnosis outcome.

Learned routing statistics remain operational evidence only. They cannot mutate Frozen Spec, drop difficult obligations, suppress evidence-acquisition branches, alter epistemic truth, or grant authority. If the candidate changes which tasks it sees, raw success-rate comparison is selection-biased until #404's evaluation profile resolves that bias. Refs #404B CITADEL B15-B20.

## Machine Spirit #404B / CITADEL-EPOCH handoff When learned method/control/strategy profiles affect planning, preserve the decision population and selection context so later promotion cannot mistake self-selected easy work for general improvement. Required lineage should include applicable method alternatives, selection/control policy version, task/context signature, evidence generation, baseline/admitted method, chosen strategy and resulting VERIFY/diagnosis outcome. Learned routing statistics remain operational evidence only. They cannot mutate Frozen Spec, drop difficult obligations, suppress evidence-acquisition branches, alter epistemic truth, or grant authority. If the candidate changes which tasks it sees, raw success-rate comparison is selection-biased until #404's evaluation profile resolves that bias. Refs #404B CITADEL B15-B20.
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Machine Spirit #404C handoff — target-local procedural admission

A procedure/method learned and admitted elsewhere is not automatically an admitted local method. #379 should consume foreign PACT-EPOCH artifacts only after target semantic/profile compatibility, #401 PSC/PIFF mapping and target promotion/admission checks.

source admitted method
  != target compatible
  != target admitted
  != expert bound
  != capability/authority admitted

Lossy ontology/action/guard mappings must weaken or invalidate transferred guarantees. External expert compositions remain declarative candidate task/goal contracts, never handlers. Full design: #404C.

## Machine Spirit #404C handoff — target-local procedural admission A procedure/method learned and admitted elsewhere is **not** automatically an admitted local method. #379 should consume foreign PACT-EPOCH artifacts only after target semantic/profile compatibility, #401 PSC/PIFF mapping and target promotion/admission checks. ```text source admitted method != target compatible != target admitted != expert bound != capability/authority admitted ``` Lossy ontology/action/guard mappings must weaken or invalidate transferred guarantees. External expert compositions remain declarative candidate task/goal contracts, never handlers. Full design: #404C.
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#405B AEGIS-MS planner handoff: evidence may influence method/plan/expert choices only through trusted closed selection policies whose identity/generation is in the run receipt. Model/source/learned plan data cannot choose authority policy, verifier policy, capability ceilings or trusted host bindings merely by supplying a valid identifier. Effectful plan nodes should carry expected target-binding/preimage dependencies for dispatch-time revalidation, but plan-time checks do not become durable authority. This preserves method selection != expert selection != effect authorization and #288 as sole scheduler.

#405B AEGIS-MS planner handoff: evidence may influence method/plan/expert choices only through **trusted closed selection policies** whose identity/generation is in the run receipt. Model/source/learned plan data cannot choose authority policy, verifier policy, capability ceilings or trusted host bindings merely by supplying a valid identifier. Effectful plan nodes should carry expected target-binding/preimage dependencies for dispatch-time revalidation, but plan-time checks do not become durable authority. This preserves method selection != expert selection != effect authorization and #288 as sole scheduler.
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