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feat: implement issue #1405 — [Phase 2] Add the "How to add an agentic role" runbook and a PR-template interaction-contract section - #1421

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feat: implement issue #1405 — [Phase 2] Add the "How to add an agentic role" runbook and a PR-template interaction-contract section#1421
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@don-petry don-petry commented Aug 2, 2026

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Closes #1405

Implemented by dev-lead agent. Please review.


CodeAnt-AI Description

Add a runbook and required pull request guidance for agentic roles

What Changed

  • Added a step-by-step runbook for classifying agentic roles, defining interaction contracts, selecting event paths or approved bridges, and configuring safe timers.
  • Added a pull request template section requiring contributors to document triggers, emitted events, safeguards, budgets, and timer behavior when adding or changing an agentic role.
  • Linked the runbook from the agentic interaction standard so contributors can find the required process.
  • Documented which contract and timer checks are enforced by CI today and which workflow cross-checks are planned.

Impact

✅ Clearer agentic-role contribution requirements
✅ Fewer invalid workflow configurations
✅ Safer timer and self-trigger behavior

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Summary by CodeRabbit

  • Documentation
    • Added a runbook explaining how to introduce agentic roles, including trigger classification, interaction contracts, event paths, timers, budget limits, and stop conditions.
    • Added a prominent link to the new runbook from the agentic interaction model documentation.
  • Chores
    • Added a pull request template with summary prompts, validation checks, documentation requirements, and an implementation checklist.

…c role" runbook and a PR-template interaction-contract section
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don-petry requested a review from a team as a code owner August 2, 2026 02:56
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🤖 CodeAnt AI — Review Status

Status Commit Started (UTC) Finished (UTC)
✅ Incremental review completed d1063f6 Aug 02, 2026 · 05:32 05:33
✅ Incremental review completed edd4b49 Aug 02, 2026 · 04:21 04:21
✅ Reviewed your PR d9592d2 Aug 02, 2026 · 02:56 02:56

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Review details
⚙️ Run configuration

Configuration used: Organization UI

Review profile: ASSERTIVE

Plan: Pro Plus

Run ID: 0b939288-b20d-4708-b3b8-fd1081888e54

📥 Commits

Reviewing files that changed from the base of the PR and between d1063f6 and a7b0217.

📒 Files selected for processing (2)
  • .github/pull_request_template.md
  • docs/adding-an-agentic-role.md
📝 Walkthrough

Walkthrough

The PR adds an agentic-role runbook, links it from the interaction model, and updates the pull request template with interaction-contract and validation prompts.

Changes

Agentic role contribution guidance

Layer / File(s) Summary
Add agentic-role runbook and model link
docs/adding-an-agentic-role.md, docs/agentic-interaction-model.md
The runbook documents trigger classes, interaction contracts, event bridges, timer contracts, self-trigger prevention, and CI enforcement. The interaction model links to the runbook.
Add pull request contract prompts
.github/pull_request_template.md
The template adds prompts for agentic-role classification, contract checks, event paths, timers, shell validation, and documentation updates.

Estimated code review effort: 2 (Simple) | ~10 minutes

Possibly related issues

  • petry-projects/.github-private#1402 — The PR implements the documentation and pull-request template portions of the broader interaction-contract initiative.
  • petry-projects/.github-private#1403 — The PR adds contributor guidance that builds on the agentic interaction model.
  • petry-projects/.github-private#1404 — The PR documents the interaction-contract standard without changing contract or validation code.

Possibly related PRs

Suggested labels: documentation, initiative

🚥 Pre-merge checks | ✅ 5
✅ Passed checks (5 passed)
Check name Status Explanation
Description Check ✅ Passed Check skipped - CodeRabbit’s high-level summary is enabled.
Title check ✅ Passed The title clearly identifies the runbook and PR-template interaction-contract changes required by issue #1405.
Linked Issues check ✅ Passed The changes satisfy issue #1405 by adding the runbook, linking it, updating the PR template, and avoiding new CI or trigger changes.
Out of Scope Changes check ✅ Passed All changed files support the documentation and PR-template objectives, with no unrelated code or workflow changes.
Docstring Coverage ✅ Passed No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check.
✨ Finishing Touches
🧪 Generate unit tests (beta)
  • Create PR with unit tests
  • Commit unit tests in branch dev-lead/issue-1405-20260802-0251

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@codeant-ai codeant-ai Bot added the size:L This PR changes 100-499 lines, ignoring generated files label Aug 2, 2026
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PR Summary by Qodo

Add agentic-role runbook and PR template interaction-contract checklist

📝 Documentation ⚙️ Configuration changes 🕐 10-20 Minutes

Grey Divider

AI Description

• Add PR template section to enforce agentic-role interaction contract requirements.
• Publish a step-by-step runbook for adding a compliant agentic role.
• Cross-link the standard to the new runbook for discoverability.
Diagram

graph TD
A["Contributor"] --> B["PR template"] --> C["Add role runbook"] --> D["Interaction model"]
B --> D
Loading
High-Level Assessment

The following are alternative approaches to this PR:

1. Move checklist to CONTRIBUTING.md (and keep template minimal)
  • ➕ Keeps PR descriptions shorter for non-agentic changes
  • ➕ Centralizes contributor guidance in one canonical onboarding doc
  • ➖ Lower compliance: authors often skip CONTRIBUTING.md during PR creation
  • ➖ Harder to enforce “fill this out now” at PR time
2. Use an issue template / workflow linter instead of a PR-template checklist

Recommendation: Keep the interaction-contract checklist in the PR template and provide a dedicated runbook link, as implemented. This combination maximizes “right-time” guidance during PR creation while keeping the normative rules in the existing standard; future CI enforcement can be layered on without replacing this documentation.

Files changed (3) +176 / -0

Documentation (2) +135 / -0
adding-an-agentic-role.mdAdd runbook for introducing a new agentic role +130/-0

Add runbook for introducing a new agentic role

• Adds a repo-local runbook describing the end-to-end steps for adding an agentic role: selecting trigger class, authoring the interaction contract, handling the GITHUB_TOKEN event boundary, and declaring timer contracts. Includes an enforcement note pointing to the validator check as the source of truth.

docs/adding-an-agentic-role.md

agentic-interaction-model.mdLink the interaction-model standard to the new runbook +5/-0

Link the interaction-model standard to the new runbook

• Adds a prominent callout near the top that directs readers adding a new role to the new runbook. This improves discoverability while keeping the standard as the normative reference.

docs/agentic-interaction-model.md

Other (1) +41 / -0
pull_request_template.mdAdd PR template with agentic-role interaction-contract checklist +41/-0

Add PR template with agentic-role interaction-contract checklist

• Introduces a new pull request template with a dedicated “Interaction contract” section. The section prompts authors to either mark N/A or confirm trigger-class selection, contract updates, event/bridge compliance, and timer-contract requirements for agentic roles.

.github/pull_request_template.md

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Dev-Lead — review-changes (no-changes)

No changes were needed for this PR.

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Advisory bots were rate-limited; auto-approval is withheld until they recover. pr-review-sweep will re-review this PR after 2026-08-02T03:57:42Z.

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Code Review

This pull request introduces a new runbook docs/adding-an-agentic-role.md detailing the step-by-step process for adding an agentic role, updates docs/agentic-interaction-model.md to link to this runbook, and adds a pull request template containing an interaction contract checklist. The review feedback highlights two minor issues in the new runbook: a broken Markdown anchor link caused by an em-dash, and a reference to a non-existent dev-lead persona interaction file that should be replaced with a generic placeholder.

Comment thread docs/adding-an-agentic-role.md Outdated
Comment thread docs/adding-an-agentic-role.md Outdated
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Code Review by Qodo

🐞 Bugs (0) 📘 Rule violations (0) 📜 Skill insights (0)

Context used
✅ Compliance rules (platform): 48 rules

Grey Divider


Remediation recommended

1. Incorrect CI enforcement claim ✓ Resolved 🐞 Bug ≡ Correctness
Description
docs/adding-an-agentic-role.md states that validate-interaction-model will fail CI when a
workflow’s on: block, §4 classification row, and interaction contract disagree, but the repo
currently does not run such a validator and the existing contract validator explicitly does not
perform that deep cross-check. This is factually incorrect guidance and can cause contributors to
rely on (or debug) enforcement that does not exist yet.
Code

docs/adding-an-agentic-role.md[R125-129]

+The classification table and the per-role contracts are **CI-verified, not review-verified**:
+the [`validate-interaction-model`](./agentic-interaction-model.md#10-how-this-document-is-enforced)
+check (Story 4 / [#1406](https://github.com/petry-projects/.github-private/issues/1406)) fails
+any PR whose `on:` block, §4 row, and contract disagree — so a non-conforming role cannot
+merge. That validator is the single source of truth for the exact rules; this runbook does not
Relevance

●●● Strong

Team often accepts fixes aligning docs/CI enforcement claims with actual workflows/validators to
avoid misleading contributors.

PR-#772
PR-#307
PR-#504

ⓘ Recommendations generated based on similar findings in past PRs

Evidence
The runbook asserts current CI failure behavior, but the repo’s CI workflow list does not include
validate-interaction-model, and the existing interaction-contract validator/test suite explicitly
says deep matching to workflow on: blocks is deferred to Story 4/#1406 and is not performed now.

docs/adding-an-agentic-role.md[13-15]
docs/adding-an-agentic-role.md[123-130]
interaction-contracts/validate-interaction-contracts.py[13-24]
tests/test_validate_interaction_contracts.bats[6-10]
.github/workflows/lint.yml[20-181]

Agent prompt
The issue below was found during a code review. Follow the provided context and guidance below and implement a solution

## Issue description
The new runbook claims CI will fail via `validate-interaction-model` when `on:`/§4/contract disagree. In the current repo, there is no `validate-interaction-model` workflow/job, and the existing `validate-interaction-contracts.py` explicitly states it does *not* perform trigger-vs-`on:` deep matching (that’s future Story 4 / #1406).

## Issue Context
To avoid misleading contributors, the runbook should either:
1) describe enforcement as planned/future (and state what is actually validated today), or
2) add the promised CI check + implementation (larger scope).

## Fix Focus Areas
- docs/adding-an-agentic-role.md[13-15]
- docs/adding-an-agentic-role.md[123-130]

ⓘ Copy this prompt and use it to remediate the issue with your preferred AI generation tools


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Comment thread docs/adding-an-agentic-role.md Outdated
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Automated review — APPROVED ✓

Risk: LOW
Reviewed commit: d9592d2483553e85be7f3f0caaea4191455785e3
Review mode: triage-approved (single reviewer)

Summary

Docs-only PR (3 files, +176/-0) implementing issue #1405: adds the 'How to add an agentic role' runbook (docs/adding-an-agentic-role.md), a new PR template with an interaction-contract section, and a pointer to the runbook from the interaction-model standard. No workflow, trigger, or shell-script changes. Triage assessment confirmed.

Linked issue analysis

Issue #1405 (Phase 2 of epic #1402) — all four acceptance criteria are substantively met: (1) the runbook covers trigger-class selection, contract authoring, event-vs-sanctioned-bridge choice, and the timer contract; (2) the PR template gains an Interaction contract section — verified no pre-existing template exists in .github/, so creating .github/pull_request_template.md extends rather than competes, per the dev notes; (3) enforcement is a pointer to the Story 4 validator (#1406) without duplicating its rules; (4) the change is documentation-only with no new schedule.cron or workflow trigger.

Findings

No blocking findings. Two unresolved low-priority gemini-code-assist threads were verified as false positives: (a) the §8.2 anchor '#82-file-location--decision-...' is correct — GitHub's slugger removes the em-dash and converts the two surrounding spaces to two hyphens, so gemini's three-hyphen suggestion is wrong; (b) personas/dev-lead/interaction.yml exists at the reviewed SHA (verified via the contents API), so the link is not broken. The dev-lead agent already posted a fix-reviews status=no-changes assessment for these threads. Secret scan: the run_secret_scanning MCP tool is not available in this environment; diff is markdown-only and the gitleaks CI check passed.

CI status

All checks green at the reviewed SHA: Lint, ShellCheck, CodeQL (actions + python), SonarCloud quality gate, gitleaks secret scan, Agent Security Scan, agent-shield, holdout-guard, unit-tests, and workflow compilation all SUCCESS. CANCELLED/SKIPPED entries are superseded dev-lead dispatch/ci-relay runs and inapplicable dependency-audit jobs, not failures.


Reviewed automatically by the PR-review agent (single-reviewer mode: fable 5). Reply if you need a human review.

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CI checks on this PR are still running. Once they complete, re-mention @donpetry-bot to trigger a fresh review.

Posted by the donpetry-bot PR-review cascade.

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Note

@don-petry I reviewed this PR and no code changes were needed, but it still has blocking checks or reviews (failing or cancelled checks, or changes-requested reviews), so I cannot mark it done yet. I'll re-check automatically.
Next attempt after: 2026-08-02T03:38:14Z

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PR: #1421
No changes were committed, but the PR still has blocking checks or reviews (failing or cancelled checks, or changes-requested reviews). The retry cron will re-attempt automatically. Next attempt after: 2026-08-02T06:06:06Z

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@don-petry I reviewed this PR and no code changes were needed, but it still has blocking checks or reviews (failing or cancelled checks, or changes-requested reviews), so I cannot mark it done yet. I'll re-check automatically.
Next attempt after: 2026-08-02T06:06:06Z

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Actionable comments posted: 4

🤖 Prompt for all review comments with AI agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Inline comments:
In @.github/pull_request_template.md:
- Around line 28-30: Update the machine-readable interaction contract checklist
in the pull request template to require every applicable contract lens,
including both the persona manifest and deployed workflow when a role has both.
Replace the “or” wording with explicit independent requirements while retaining
the listed required contract fields.

In `@docs/adding-an-agentic-role.md`:
- Around line 124-134: Update the timer requirements in
docs/adding-an-agentic-role.md at lines 124-134 so role and event_fast_path are
explicitly required only for Class 2, while Class 3 may validly omit timer_role
and use event_fast_path: null without being considered a leak. Update the timer
checklist in .github/pull_request_template.md at lines 34-36 to apply these
checks conditionally based on the trigger class.
- Around line 42-48: Revise the “Then add a classification row” guidance in
docs/adding-an-agentic-role.md to remove the claim that missing §4 rows
currently fail CI. Describe the bidirectional completeness check as planned for
Story 4/validate-interaction-model, while preserving the instructions for adding
exactly one row or an exclusion-list entry.
- Around line 96-115: The GITHUB_TOKEN event-boundary guidance incorrectly
treats repository_dispatch as requiring a PAT. Update the relevant section
around Bridge A and the surrounding suppression wording to acknowledge
repository_dispatch and workflow_dispatch as permitted exceptions, and only
require a PAT when an explicit repository identity policy mandates it; preserve
the remaining bridge and timer guidance.
🪄 Autofix (Beta)

Fix all unresolved CodeRabbit comments on this PR:

  • Push a commit to this branch (recommended)
  • Create a new PR with the fixes

ℹ️ Review info
⚙️ Run configuration

Configuration used: Organization UI

Review profile: ASSERTIVE

Plan: Pro Plus

Run ID: cedf66d9-8932-4567-a5eb-31e99ecf0862

📥 Commits

Reviewing files that changed from the base of the PR and between 792817d and d1063f6.

📒 Files selected for processing (3)
  • .github/pull_request_template.md
  • docs/adding-an-agentic-role.md
  • docs/agentic-interaction-model.md

Comment thread .github/pull_request_template.md Outdated
Comment thread docs/adding-an-agentic-role.md Outdated
Comment thread docs/adding-an-agentic-role.md Outdated
Comment thread docs/adding-an-agentic-role.md Outdated
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Superseded by automated re-review at a7b021719ea9a2d9066939bc1cf6129608facdda — click to expand prior review.

Review — fix requested (cycle 1/3)

The automated review identified the following issues. Please address each one:

Findings to fix

Automated review — NEEDS HUMAN REVIEW

Risk: LOW
Reviewed commit: d1063f6e7e35e620515526e84a48003d7f442afc
Cascade: triage → deep (triage: haiku 4.5 → deep: opus 4.8 + duck: o4-mini → audit: fable 5)

Summary

Docs-only PR (3 markdown files, +200/-0) implementing #1405: a 'how to add an agentic role' runbook, an interaction-contract section in the PR template, and a link from the interaction-model standard. All CI is green (SonarCloud 0 issues, gitleaks/CodeQL/ShellCheck pass) and downstream impact is (none), so intrinsic risk is LOW. However, a gate fails: CodeRabbit submitted a CHANGES_REQUESTED review at 05:36:20Z against the current head d1063f6 (committed 05:32:46Z) with 4 unaddressed actionable comments, reviewDecision is CHANGES_REQUESTED, and mergeStateStatus is BLOCKED — so this cannot be approved. Escalating with my own findings (no Tier-3 security audit needed since risk is not HIGH); at least two CodeRabbit findings are substantively valid doc-accuracy issues that should be fixed before merge.

Findings

  • major: Internal contradiction in the runbook. Step 1 states a workflow with no §4 classification row '(and not on the exclusion list) fails CI' today, but the Enforcement section states the full on:-block/§4-row/contract cross-check is PLANNED for Story 4/[Phase 3] Add scripts/validate-interaction-model.sh + bats, wired into lint.yml as a PR-triggered check #1406 and 'a mismatch will not block merge today.' These two claims conflict; the §4-row completeness claim in Step 1 should be described as planned, not currently enforced. (Matches CodeRabbit finding around lines 42-48.)
  • minor: GITHUB_TOKEN event-boundary guidance is overbroad. GitHub does NOT suppress workflow_dispatch and repository_dispatch events triggered via the default GITHUB_TOKEN — those are the documented exceptions to recursive-trigger suppression. The runbook's Bridge A framing implies a PAT is always required for repository_dispatch; a PAT is only needed when an explicit repository-identity policy requires it. Consider clarifying to avoid steering contributors away from a valid pattern. (Matches CodeRabbit finding around lines 96-115.)
  • minor: Timer contract guidance treats 'event_fast_path: null' as always marking a §6.3 leak, but a legitimate Class 3 scheduled-origin role has no upstream event and correctly carries no timer_role and no event_fast_path. The null-is-a-leak rule should be scoped to Class 2 (where a schedule is the only path to event-driven work), not applied unconditionally. (Matches CodeRabbit finding around lines 124-134.)
  • minor: Template/runbook wording mismatch. The PR template's interaction-contract checkbox lists 'personas//interaction.yml or interaction-contracts/.yml', but the runbook Step 2 clarifies these are independent requirements ('a role that qualifies for both needs both'). The 'or' in the template understates the requirement; align it with the runbook. (Matches CodeRabbit finding around template lines 28-30.)
  • info: Blocking gate: reviewDecision=CHANGES_REQUESTED from coderabbitai (submitted 2026-08-02T05:36:20Z, reviewing up to current head d1063f6) with 4 actionable comments and no subsequent commit addressing them; mergeStateStatus=BLOCKED. This resolves the triage's uncertainty about unresolved threads — the block is real and unaddressed.
  • info: MCP run_secret_scanning tool was not available in this environment; skipped per instructions (not treated as a failure). Docs-only diff contains no credentials, and the gitleaks CI check passed.

Reviewed by the PR-review cascade (triage: haiku 4.5 → deep: opus 4.8 + duck: o4-mini → audit: fable 5). Reply if you need a human review.

Additional tasks

  1. Resolve all unresolved review thread comments from other reviewers
  2. Ensure all CI checks pass after your changes
  3. Rebase on the target branch if behind
  4. Do NOT modify files unrelated to the findings above

The review cascade will automatically re-review after new commits are pushed.

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Advisory bots were rate-limited; auto-approval is withheld until they recover. pr-review-sweep will re-review this PR after 2026-08-02T06:43:44Z.

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@don-petry I reviewed this PR and no code changes were needed, but it still has blocking checks or reviews (failing or cancelled checks, or changes-requested reviews), so I cannot mark it done yet. I'll re-check automatically.
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Re-requesting: the runbook contradiction Graphite raised is fixed in a7b02171/d1063f6e — Step 2 now states the role lens and runtime lens are "independent requirements, not alternatives — a role that qualifies for both needs both", with dev-lead as the worked example carrying both files. Verified on the branch.

Current state: 0 unresolved threads, no genuine check failures, mergeable. The only gap is a live code-owner approval — your 05:21:29Z approval was dismissed by the fix commits that resolved the findings.

Human-initiated (don-petry), not a self-mention.

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@don-petry I'm on it — starting a fresh review now. Results will appear in a few minutes.

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Automated review — APPROVED ✓

Risk: LOW
Reviewed commit: a7b021719ea9a2d9066939bc1cf6129608facdda
Review mode: triage-approved (single reviewer)

Summary

Docs-only PR (3 markdown files, +208/-0) implementing #1405: an 'adding an agentic role' runbook, an interaction-contract section in the PR template, and a link from the interaction-model standard. Triage cleared it as low-risk and this confirmation review agrees. The fix commit a7b0217 resolves all 4 findings from the prior cycle-1 review at d1063f6 (the Step-1 enforcement contradiction, the overbroad GITHUB_TOKEN guidance, the event_fast_path null-is-leak scoping, and the template lens wording). All 9 review threads are resolved, CodeRabbit's latest review is APPROVED, and all quality CI checks are green.

Linked issue analysis

Issue #1405 acceptance criteria: (1) runbook exists at docs/adding-an-agentic-role.md covering trigger-class choice, contract authoring, event-vs-bridge, and timer contract — met; (2) PR template gains an Interaction contract section — met (.github/pull_request_template.md); (3) runbook references Story 4 / #1406 CI enforcement without duplicating validator rules — met (Enforcement section); (4) documentation-only, no new schedule.cron or workflow trigger — met (diff touches only 3 markdown files).

Findings

  • Prior finding (major, Step 1 contradiction): RESOLVED — the §4-row completeness check is now described as planned for Story 4 / #1406, not currently enforced, consistent with the Enforcement section.
  • Prior finding (minor, GITHUB_TOKEN boundary overbroad): RESOLVED — repository_dispatch and workflow_dispatch are now documented as permitted exceptions; the PAT requirement for Bridge A is correctly attributed to the repo identity policy rather than a platform restriction.
  • Prior finding (minor, event_fast_path null-is-leak): RESOLVED — the null-marks-a-leak rule is now scoped to Class 2 only; Class 3 explicitly omits or nulls it without being a leak.
  • Prior finding (minor, template 'or' understates requirement): RESOLVED — template now reads 'every applicable lens (…and/or…); include both when both lenses apply', matching the runbook.
  • No new issues introduced by the fix commit; the delta touches only the runbook and the PR template.
  • Review threads: all 9 threads (gemini, qodo, graphite-app, coderabbitai, don-petry) are resolved; CodeRabbit's prior CHANGES_REQUESTED was superseded by an APPROVED review.
  • MCP run_secret_scanning tool was not available in this environment; skipped per instructions. Docs-only diff contains no credentials and the gitleaks CI check passed.

CI status

All quality checks green at a7b0217: Lint, ShellCheck, unit-tests, CodeQL (actions + python), SonarCloud (quality gate passed, 0 issues), gitleaks secret scan, AgentShield, Agent Security Scan, holdout-guard, Compile agentic workflows, dependency-audit (ecosystem detection SUCCESS, per-ecosystem audits skipped — no matching manifests). The CANCELLED entries (review/review, dev-lead/dispatch, dev-lead/ci-relay) are the review-cascade and dev-lead automation runs superseded by newer pushes or [skip ci-relay], not code-quality checks.


Reviewed automatically by the PR-review agent (single-reviewer mode: fable 5). Reply if you need a human review.

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don-petry merged commit 788b6b0 into main Aug 2, 2026
31 of 37 checks passed
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don-petry deleted the dev-lead/issue-1405-20260802-0251 branch August 2, 2026 05:49
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Advisory bots were rate-limited; auto-approval is withheld until they recover. pr-review-sweep will re-review this PR after 2026-08-02T06:49:36Z.

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[Phase 2] Add the "How to add an agentic role" runbook and a PR-template interaction-contract section

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