aboutsummaryrefslogtreecommitdiff
path: root/docs/specs
diff options
context:
space:
mode:
Diffstat (limited to 'docs/specs')
-rw-r--r--docs/specs/2026-06-16-autonomous-batch-execution-spec.org8
-rw-r--r--docs/specs/2026-07-14-sentry-workflow-spec.org7
-rw-r--r--docs/specs/2026-07-20-silent-until-signal-monitors-spec.org126
-rw-r--r--docs/specs/2026-07-20-triage-source-activation-spec.org127
-rw-r--r--docs/specs/wrapup-routing-spec.org2
5 files changed, 263 insertions, 7 deletions
diff --git a/docs/specs/2026-06-16-autonomous-batch-execution-spec.org b/docs/specs/2026-06-16-autonomous-batch-execution-spec.org
index fe3458b..a42adc3 100644
--- a/docs/specs/2026-06-16-autonomous-batch-execution-spec.org
+++ b/docs/specs/2026-06-16-autonomous-batch-execution-spec.org
@@ -21,7 +21,7 @@
|----------+--------------------------------------------------------------------|
| Date | 2026-06-16 |
|----------+--------------------------------------------------------------------|
-| Related | [[file:../../working/inbox-zero-phase-e/proposed-inbox-zero.org][Phase E proposal]]; [[file:../design/2026-06-15-fix-speedrun-workflow-proposal.org][speedrun proposal]] |
+| Related | [[file:../design/2026-06-16-inbox-zero-phase-e-proposal.org][Phase E proposal]]; [[file:../design/2026-06-15-fix-speedrun-workflow-proposal.org][speedrun proposal]] |
|----------+--------------------------------------------------------------------|
* Summary
@@ -375,16 +375,16 @@ Verification is by invocation against a project's real =todo.org=: run the loop
* References / Appendix
-- [[file:../../working/inbox-zero-phase-e/proposed-inbox-zero.org][Phase E proposal (inbox-zero stopgap)]] and [[file:../../working/inbox-zero-phase-e/sender-note.org][its sender note with the 5 open questions]].
+- [[file:../design/2026-06-16-inbox-zero-phase-e-proposal.org][Phase E proposal (inbox-zero stopgap)]] and [[file:../design/2026-06-16-inbox-zero-phase-e-sender-note.org][its sender note with the 5 open questions]].
- [[file:../design/2026-06-15-fix-speedrun-workflow-proposal.org][speedrun proposal]] (file retains its original on-disk name pending a rename pass).
-- [[file:../../.ai/workflows/inbox-zero.org][inbox-zero.org (canonical, A-D)]] — the routing workflow this feature decouples from.
+- [[file:../../.ai/workflows/inbox.org][inbox.org (canonical A-D; was inbox-zero.org)]] — the routing workflow this feature decouples from.
- =~/code/rulesets/claude-rules/knowledge-base.md= — the org-roam write contract the synthesis step follows.
* Review and iteration history
** 2026-06-16 Tue — author
- What: initial draft reconciling the Phase E and fix-speedrun proposals into one work-the-backlog.org feature, plus the effectiveness-measurement instrumentation.
- Why: two overlapping proposals arrived within a day; building them separately would duplicate the execution loop and let it drift. Craig also asked explicitly for measurement + org-roam synthesis.
-- Artifacts: this spec; the two source proposals under docs/design/ and working/inbox-zero-phase-e/.
+- Artifacts: this spec; the two source proposals under docs/design/ (the Phase E proposal, diff, and sender note now filed there).
** 2026-06-28 Sun — revision (Craig)
- What: removed the task-size gate (size no longer defers; large tasks decompose into per-commit chunks); recast the act-vs-file rule as a crisp four-item defer checklist keyed on test-writability; added crisp =:solo:= / =:quick:= definitions destined for =todo-format.md= and made their assessment mandatory in task-review + task-audit; added the speedrun's pre-flight decision-gathering step (batch the quick questions up front, "skip this" drops a task, then run hands-off); renamed "fix speedrun" → "no-approvals speedrun" in prose. Status stays draft pending ratification of the revised decisions.
- Why: the original criteria were adjectives, not checkable; the size gate forced Craig to stay at his desk for anything non-trivial, defeating the away-from-desk use case; and decision-needing tasks were over-deferred when many need only a quick upfront answer.
diff --git a/docs/specs/2026-07-14-sentry-workflow-spec.org b/docs/specs/2026-07-14-sentry-workflow-spec.org
index fe1c155..307d0be 100644
--- a/docs/specs/2026-07-14-sentry-workflow-spec.org
+++ b/docs/specs/2026-07-14-sentry-workflow-spec.org
@@ -4,15 +4,18 @@
#+TODO: TODO | DONE
#+TODO: DRAFT READY DOING | IMPLEMENTED SUPERSEDED CANCELLED
-* DRAFT sentry workflow
+* IMPLEMENTED sentry workflow
:PROPERTIES:
:ID: f6c51f27-d7a2-4b63-9ff9-5ba005a66dfb
:END:
+- 2026-07-19 Sun @ 05:04:00 -0500 — IMPLEMENTED: all four phases built, committed, and pushed (agent-lock a8b6cf4, engine ccc9c26, companions c6383e9). Full suite green throughout. The overnight live trial is handed to Craig as a structured manual-testing task; its findings file as follow-up tasks, not a build gate.
+- 2026-07-19 Sun @ 04:35:57 -0500 — DOING: build started. Decomposed into the four implementation phases as todo.org build tasks under the sentry parent (SPEC_ID-bound); running in no-approvals + auto-flush mode.
+- 2026-07-19 Sun @ 04:35:57 -0500 — READY: Craig completed his deep read and approved the spec for build. Gate passed.
- 2026-07-14 Tue @ 02:03:28 -0500 — all 12 review findings dispositioned live with Craig and folded into the design; decisions now 10/10; still DRAFT pending Craig's deep read.
- 2026-07-14 Tue @ 00:52:03 -0500 — drafted, all nine design decisions resolved live with Craig during the authoring session.
* Metadata
-| Status | draft |
+| Status | implemented |
|----------+------------------------------------------|
| Owner | Craig Jennings |
|----------+------------------------------------------|
diff --git a/docs/specs/2026-07-20-silent-until-signal-monitors-spec.org b/docs/specs/2026-07-20-silent-until-signal-monitors-spec.org
new file mode 100644
index 0000000..c15d10f
--- /dev/null
+++ b/docs/specs/2026-07-20-silent-until-signal-monitors-spec.org
@@ -0,0 +1,126 @@
+#+TITLE: Silent-Until-Signal Monitor Loops — Spec
+#+AUTHOR: Craig Jennings
+#+DATE: 2026-07-20
+#+TODO: TODO | DONE
+#+TODO: DRAFT READY DOING | IMPLEMENTED SUPERSEDED CANCELLED
+
+* IMPLEMENTED silent-until-signal monitor loops
+:PROPERTIES:
+:ID: af592bd6-d3e6-47e2-8804-2a287b4d9303
+:END:
+- 2026-07-20 Mon @ 13:34:53 -0500 — READY (Craig approved after his read) → building Phases 2-5 immediately → IMPLEMENTED. Phase 2 (auto triage-intake heartbeat), Phase 3 (auto inbox-zero heartbeat), Phase 4 (shared-policy home: the spec is the single definition, each workflow states its own heartbeat and references it), Phase 5 (manual-testing checklist). All phases shipped.
+- 2026-07-20 Mon @ 12:30:00 -0500 — Phase 1 (sentry quiet-fire heartbeat) implemented ahead of the full READY gate, at Craig's direction — a quiet sentry fire now collapses to =sentry at HH:MM: nothing=, and the "no silent skip" discipline is reconciled (the heartbeat is the explicit "nothing" record). Phases 2-5 (triage, inbox, shared-policy home, verification) still pending Craig's deep read. Spec stays DRAFT.
+- 2026-07-20 Mon @ 12:14:20 -0500 — drafted during the morning session. Design decisions resolved live with Craig off the .emacs.d proposal and the sentry live-trial evidence. DRAFT pending his deep read.
+
+* Metadata
+| Status | draft |
+|----------+--------------------------------------------------------------|
+| Owner | Craig Jennings |
+|----------+--------------------------------------------------------------|
+| Reviewer | (spec-review, next session) |
+|----------+--------------------------------------------------------------|
+| Related | [[file:../../todo.org::*Silent-until-signal for in-session monitor loops][todo.org — silent-until-signal task]] |
+|----------+--------------------------------------------------------------|
+
+* Summary
+
+An in-session monitor loop (sentry, auto triage-intake, auto inbox-zero) fires the model once per interval. Today each fire narrates a full turn even when nothing changed, so a long session fills with walls of "quiet fire" / "no new items" output. The fix is a policy, not a mechanism: every monitor fire does cheap detection first, and on an empty check collapses to a single labelled heartbeat line ("sentry at 03:20: nothing") and stops. Only a fire that finds a genuinely new item spends a full surface-and-judge turn. Detection stays in-session, so the policy applies uniformly to file-based and MCP-auth loops alike.
+
+* Problem / Context
+
+In-session cron/loop monitors surface a visible model turn on every fire. When nothing changed, that turn is pure noise — a per-pass sentry digest full of SKIP lines, or a triage/inbox "nothing new" report. Over a night or a long session the signal (the one fire that found something) drowns in the empty ticks. The rulesets sentry live trial (2026-07-20) demonstrated it directly: fires 1-2 did real work, fires 3-8 were near-identical walls of no-op lines.
+
+Origin: a Craig-approved proposal from .emacs.d (2026-07-20), captured off an auto inbox-zero session filling with empty-check noise.
+
+** Why not an external watcher (the rejected shape)
+
+The proposal's first instinct was a shell-level watcher (systemd timer or backgrounded loop) doing detection outside the model, producing zero output on an empty check and dropping a handoff into inbox/ only on a real item — so the model runs zero turns when nothing changed. That is truly-zero-idle, but it has a disqualifying cost: it moves detection out of the session, and auto triage-intake's sources (Gmail, Slack, Linear) are reachable only through the session's inherited MCP auth. triage-intake.org is explicit that it runs in the live session precisely because "the headless-auth wall that blocks a detached cron run does not apply." A detached watcher cannot scan those sources at all. The external-watcher shape would therefore split the three targets into two incompatible cases (file-detectable vs MCP-auth) and still leave triage unsolved.
+
+The reframing (Craig, 2026-07-20): the noise is a *policy* problem — when to spend a full model turn — not a missing piece of infrastructure. Keeping detection in-session and making the empty fire cheap solves the actual complaint without the watcher, without per-machine daemon setup, and without breaking MCP auth. It applies to all three loops uniformly.
+
+* Goals and Non-Goals
+
+** Goals
+- An empty monitor fire produces exactly one labelled heartbeat line, not a full narrated turn: =<workflow> at HH:MM: nothing=.
+- A fire that detects a genuinely new item does the full surface-and-judge turn unchanged.
+- One uniform policy across sentry, auto triage-intake, and auto inbox-zero — no per-loop special-casing.
+- Detection stays in-session so MCP-auth loops (triage) get the same treatment as file-based loops.
+- Each loop reuses the seen-state it already keeps; no new watcher-owned seen-list.
+
+** Non-Goals
+- No external watcher, systemd timer, or Monitor-tool daemon. Detection is the loop body's own cheap check.
+- No truly-zero-idle (no model turn at all on empty). That needs an external watcher and is the shape rejected above; if it is ever wanted for the file-based loops only, it is a separate vNext, logged not built.
+- No change to what a loop does when it *does* find something — the surface/judge/act behaviour is untouched.
+- No change to the one-shot (non-loop) invocations of these workflows.
+
+* Design
+
+** The policy
+
+Every in-session monitor fire runs in two steps:
+
+1. *Detect (cheap, silent).* Run the loop's existing detection against its seen-state — sentry's pass probes and branch/digest state, triage's sentinel scan, the inbox monitor's disposition check. This is Bash/tool work, not narration.
+2. *Branch on the result.*
+ - *Nothing new* → emit one line, =<workflow> at HH:MM: nothing=, and end the fire. No digest, no per-pass lines, no report.
+ - *Something new* → the full existing turn: surface, judge, act/queue, and its normal richer output.
+
+The heartbeat is the whole output of an empty fire. Its format is fixed: the workflow's short name, =at=, =HH:MM= (local, from =date=), then =: = and the result word (=nothing= for an empty check). Examples: =sentry at 03:20: nothing=, =triage intake at 03:30: nothing=, =inbox zero at 03:30: nothing=.
+
+** Per-workflow application
+
+- *Sentry.* A fire whose passes all probe-skip or no-op collapses to =sentry at HH:MM: nothing=. No per-pass digest block is written for a quiet fire. A fire that runs or queues anything writes its full digest as today. (This supersedes the trial's behaviour, where fires 3-8 each wrote a full no-op digest.)
+- *Auto triage-intake.* An auto-mode sweep that finds nothing across its enabled sources collapses to =triage intake at HH:MM: nothing=. Detection stays in-session, so the MCP sources are scanned normally; only the output on empty changes.
+- *Auto inbox-zero.* A roam-mode cycle that finds no new inbox items collapses to =inbox zero at HH:MM: nothing=.
+
+** Seen-state (no new artifact)
+
+Because detection stays in-session, each loop keeps using the state it already maintains to know what is "new": triage's =.ai/last-triage-intake= sentinel, sentry's branch + digest, the inbox monitor's per-cycle disposition. The proposal's "watcher-owned seen-list replacing the in-anchor Dispositioned list" is dropped — it was an artifact of the external-watcher shape, which is not being built.
+
+** The accepted consequence
+
+An in-session loop still fires the model once per interval; the harness invokes it each time. So "silent" means the empty fire is *cheap* (one detection pass plus one heartbeat line), not *absent*. This is the deliberate trade for uniformity and for keeping the MCP auth that makes triage possible. The heartbeat also doubles as a liveness pulse: a visible "still running, nothing to do" beats silence that is indistinguishable from a stalled loop.
+
+* Decisions
+
+** DONE Policy, not mechanism — detection stays in-session
+CLOSED: [2026-07-20 Mon]
+Craig reframed the proposal: silent-until-signal is a policy about when to spend a full model turn, not a new watcher. Keeping detection in-session dissolves the MCP-auth split (triage's sources need session auth) and needs no per-machine daemon.
+
+** DONE Empty fire → one labelled heartbeat line (not fully silent)
+CLOSED: [2026-07-20 Mon]
+Format =<workflow> at HH:MM: nothing=. A visible pulse is worth one line so a running loop is distinguishable from a stalled one; full silence was the rejected alternative.
+
+** DONE Applies to sentry, auto triage-intake, and auto inbox-zero uniformly
+CLOSED: [2026-07-20 Mon]
+The two MCP-auth loops are first-class targets, not just sentry, precisely because detection stays in-session.
+
+** DONE No external watcher; no truly-zero-idle in v1
+CLOSED: [2026-07-20 Mon]
+The systemd-timer / Monitor-tool / backgrounded-shell shapes are out. Truly-zero-idle (no turn on empty) is the only thing they'd buy, it only works for file-based loops, and it breaks triage. Logged as a possible file-only vNext, not built.
+
+** DONE Reuse each loop's existing seen-state
+CLOSED: [2026-07-20 Mon]
+No new watcher-owned seen-list; the sentinel / branch-digest / disposition each loop already keeps is the detection state.
+
+* Implementation Phases
+
+** Phase 1 — sentry quiet-fire heartbeat — DONE 2026-07-20
+Edit =.ai/workflows/sentry.org= (canonical + mirror): a fire whose passes all probe-skip or no-op writes =sentry at HH:MM: nothing= instead of a full per-pass digest; a fire that runs or queues anything writes the full digest unchanged. Update the digest section and the Common Mistakes "silent skip" note to draw the quiet-fire-vs-working-fire line. Run sync-check. (Separable and the highest-value piece — do first.)
+
+Shipped 2026-07-20: five edits to sentry.org — Pass Runner step 3 (per-pass lines collapse on a quiet fire), Fire-end step 2 (the heartbeat-vs-digest decision + heartbeat commit variant), the digest section (working-block vs quiet-heartbeat), Unattended-safety (quiet fire is not a silent skip), Common Mistakes #7 (the carve-out). Canonical + mirror synced, lint clean.
+
+** Phase 2 — auto triage-intake heartbeat
+Edit =.ai/workflows/triage-intake.org= Auto mode: an empty sweep collapses to =triage intake at HH:MM: nothing=. Preserve in-session detection and the accumulate-don't-mutate contract. Run sync-check.
+
+** Phase 3 — auto inbox-zero heartbeat
+Edit =.ai/workflows/inbox.org= Auto inbox zero mode: an empty cycle collapses to =inbox zero at HH:MM: nothing=. Run sync-check.
+
+** Phase 4 — state the shared policy once
+Factor the policy statement into one place both loops and sentry point at (a short section in =inbox.org= monitor-mode core, or a =claude-rules/= note if it reads as cross-cutting), so the three workflows reference one definition rather than restating it. Decide the home during build.
+
+** Phase 5 — verification
+Workflow prose, no bats surface. Verify by exercising: a sentry quiet fire prints one heartbeat line and writes no digest; a working fire still writes its full digest and commits. For the two MCP loops, confirm an empty sweep prints the heartbeat and a sweep with a planted item still does the full turn. Add a manual-testing checklist entry per =verification.md= where a live check is the only proof.
+
+* Prototype / UI
+
+Not applicable — no UI surface; the deliverable is the one-line heartbeat format.
diff --git a/docs/specs/2026-07-20-triage-source-activation-spec.org b/docs/specs/2026-07-20-triage-source-activation-spec.org
new file mode 100644
index 0000000..dce1ec1
--- /dev/null
+++ b/docs/specs/2026-07-20-triage-source-activation-spec.org
@@ -0,0 +1,127 @@
+#+TITLE: Triage Source Activation — Spec
+#+AUTHOR: Craig Jennings
+#+DATE: 2026-07-20
+#+TODO: TODO | DONE
+#+TODO: DRAFT READY DOING | IMPLEMENTED SUPERSEDED CANCELLED
+
+* IMPLEMENTED triage source activation
+:PROPERTIES:
+:ID: af73ef0b-cd1d-46f1-9e1d-62695733a4de
+:END:
+- 2026-07-20 Mon @ 13:42:32 -0500 — READY (Craig approved after his read, both open decisions resolved via cj comments: declaration format "good. approved", interactive gate "all of them") → built and IMPLEMENTED same session. Phase 0 activation gate in triage-intake.org, sentry pass-3 probe, engine-intro documentation (the template notes.org has no Workflow State block, so the declaration is documented in triage-intake.org rather than there — deviation from the drafted Phase 3), migration handoffs to home + work, a manual-testing entry. Canonical + mirror synced.
+- 2026-07-20 Mon @ 08:43:23 -0500 — drafted during the morning sentry review. The activation model converged live with Craig off the sentry live-trial finding. DRAFT pending his deep read.
+
+* Metadata
+| Status | draft |
+|----------+--------------------------------------------------------------|
+| Owner | Craig Jennings |
+|----------+--------------------------------------------------------------|
+| Reviewer | (spec-review, next session) |
+|----------+--------------------------------------------------------------|
+| Related | [[file:../../todo.org::*Triage source activation][todo.org — Triage source activation task]] |
+|----------+--------------------------------------------------------------|
+
+* Summary
+
+triage-intake should pull only the sources a project has chosen to pull. Today it runs every plugin it can discover, and the general (personal-account) plugins are template-synced into every project, so every project looks like it wants to triage Craig's personal Gmail, cmail, calendar, and Telegram. The fix is one activation layer: a general plugin runs only when the project names it in a =:TRIAGE_SOURCES:= declaration; a project-specific plugin stays active by its presence, which is already a deliberate per-project act. Sentry's pass-3 probe then reads the same signal.
+
+* Problem / Context
+
+The 8-fire sentry live trial (rulesets, 2026-07-20) surfaced this. Sentry's pass 3 probe is "triage source plugins present for this project," and triage-intake discovers sources by globbing =.ai/workflows/triage-intake.*.org= (general, template-synced) plus =.ai/project-workflows/triage-intake.*.org= (project-specific, never synced). Because the general plugins sync into every project, "plugins present" is true everywhere, so the triage pass self-activates in every project — including rulesets, which is not a triage target.
+
+The harm is two-layered, and sentry's existing safety rule only catches one layer. Sentry's pass-3 line says "destructive actions queue; they never fire unattended," which would hold back the trash/mark-read/star hygiene. But triage-intake also reads the accounts and files each Action item to the local =todo.org= as a =:quick:reactive:= task. Reading and filing are not destructive, so nothing queues them. Under sentry, triage would still authenticate to Craig's personal inboxes overnight and file his personal action items into whatever project the fire runs in. Wrong scope, and it touched real accounts to get there.
+
+The same over-pull exists interactively: running triage-intake by hand in rulesets today would pull personal Gmail too. The trial only made the unattended case visible.
+
+Root cause: the model conflates *presence* with *activation*. A plugin has two existing gates — it must be globbed (presence) and pass its =ENABLED= precondition (capability: "is the gmail MCP reachable?"). Neither answers the question the trial exposed: *should this project pull this source?* For the general plugins, presence comes from sync and capability is true on Craig's machine everywhere, so both gates pass in every project.
+
+Asymmetry that shapes the fix: project-specific plugins do not leak. They live in =.ai/project-workflows/=, are never synced, and exist only where someone deliberately dropped one. A project that polls an RSS feed puts an =triage-intake.rss-*.org= plugin there, and it runs in that project and nowhere else. Only the general synced plugins leak. So the missing activation layer only needs to gate the general plugins.
+
+* Goals and Non-Goals
+
+** Goals
+- Per-project source selection: a project pulls exactly the sources it declares, nothing more.
+- Off-limits by default: a general source that a project has not named is never pulled there.
+- Project-specific sources keep working by presence — dropping the plugin is the declaration (Craig's RSS-feed case works unchanged).
+- One fix covers both paths: the activation layer lives in triage-intake, so interactive and unattended (sentry) runs both respect it.
+- Sentry's pass-3 probe reads the same activation signal rather than mere plugin presence.
+
+** Non-Goals
+- No change to the per-plugin =ENABLED= capability check — it stays the "can I reach this source" gate.
+- No change to the four-bucket classification, the digest shape, or the close behavior.
+- No auto-migration across projects. Projects that pull general sources today declare them via handoff; the change never edits another project's config unattended.
+- No new plugin discovery mechanism — the two-directory glob stays.
+
+* Design
+
+** Two plugin classes, one new activation layer
+
+- *Project-specific plugins* (=.ai/project-workflows/triage-intake.*.org=): active by presence. The plugin exists only because the project author put it there, which is itself the per-project declaration. No further gate. This is where a project's own sources live — an RSS feed, a work Linear, a work Slack.
+- *General plugins* (=.ai/workflows/triage-intake.*.org=, template-synced — personal Gmail, cmail, calendar, Telegram, GitHub PRs): active only when the project names the source in its =:TRIAGE_SOURCES:= declaration. Present-but-undeclared means available-not-active: the plugin is on disk, but this project does not pull it.
+
+** The declaration
+
+A line in the project's =.ai/notes.org= Workflow State block, alongside =:COMMIT_AUTONOMY:= and =:LAST_AUDIT:=:
+
+: :TRIAGE_SOURCES: personal-gmail cmail
+
+Space-separated source names matching general-plugin basenames (=personal-gmail=, =cmail=, =personal-calendar=, =telegram=, =github-prs=). Absent or empty means no general sources are active for this project. Project-specific plugins are unaffected by this line — they run regardless, because presence is their declaration.
+
+** triage-intake Phase 0 change
+
+Phase 0 keeps globbing both directories. The loaded-set computation changes: for each *general* plugin, additionally require its basename to appear in =:TRIAGE_SOURCES:=; skip it with an announced reason otherwise ("skipping personal-gmail — not in :TRIAGE_SOURCES:"). Project-specific plugins skip this check. The =ENABLED= capability check still runs on the survivors. The announce-loaded-set block already exists and gains an "inactive (undeclared)" line so the omission stays visible rather than silent — the same anti-silence discipline Phase 0 already enforces.
+
+** Sentry pass-3 probe change
+
+The probe changes from "triage source plugins present" to "the project has at least one active triage source" — any project-specific plugin present, or a non-empty =:TRIAGE_SOURCES:= intersecting the general plugins on disk. rulesets, declaring nothing and owning no project-specific plugin, probe-skips cleanly.
+
+** Migration
+
+Projects that pull general sources today (home, and possibly work) each add a =:TRIAGE_SOURCES:= line, or their triage goes quiet. This is a per-project handoff, not an automated sweep — the change can't safely guess each project's intended source set. Projects that only ever ran project-specific plugins need no migration.
+
+* Decisions
+
+** DONE Activation gates general plugins only; project-specific stay active-by-presence
+CLOSED: [2026-07-20 Mon]
+Converged live with Craig. Project-specific plugins are already per-project (never synced), so they need no gate; only the general synced plugins leak, so only they need a declaration.
+
+** DONE The activation layer lives in triage-intake Phase 0, not only the sentry probe
+CLOSED: [2026-07-20 Mon]
+Placing it in the engine fixes the interactive over-pull too. Sentry inherits the signal rather than reimplementing it.
+
+** DONE Off-limits by default
+CLOSED: [2026-07-20 Mon]
+An undeclared general source is never pulled. Opt-in is explicit; there is no "pull everything discovered" default.
+
+** DONE Migration is per-project handoffs, never an unattended edit of another project's config
+CLOSED: [2026-07-20 Mon]
+The change can't guess a project's intended source set, and cross-project auto-edits violate the boundary rule.
+
+** DONE Declaration format — =:TRIAGE_SOURCES:= space-separated basenames in notes.org Workflow State
+CLOSED: [2026-07-20 Mon]
+Approved by Craig (2026-07-20). =:TRIAGE_SOURCES: personal-gmail cmail= in notes.org Workflow State, mirroring =:COMMIT_AUTONOMY:=. An empty-but-present marker and an absent one are treated identically — both mean "no general sources active" — so there's no need to distinguish them. A project-specific-only project carries no marker; its absence is correct, since those plugins activate by presence.
+
+** DONE Interactive triage adopts the same gate as unattended
+CLOSED: [2026-07-20 Mon]
+Craig: "all of them" (2026-07-20). The activation gate lives in triage-intake Phase 0 and applies to every path — interactive and unattended alike — so running triage by hand in a project also respects its =:TRIAGE_SOURCES:= declaration. One activation layer, no per-path special-casing.
+
+* Implementation Phases
+
+** Phase 1 — triage-intake Phase 0 activation rule
+Edit =.ai/workflows/triage-intake.org= (canonical =claude-templates/.ai/workflows/= + mirror): add the general-vs-project-specific activation rule to Phase 0, the =:TRIAGE_SOURCES:= read, and the "inactive (undeclared)" announce line. Run sync-check.
+
+** Phase 2 — sentry pass-3 probe
+Edit =.ai/workflows/sentry.org= (canonical + mirror): change the pass-3 probe to "any active triage source present" and note the activation source. Run sync-check.
+
+** Phase 3 — document the declaration
+Document =:TRIAGE_SOURCES:= in the notes.org Workflow State reference (the template =claude-templates/.ai/notes.org= Workflow State block) so new projects see it. Cross-reference from triage-intake.
+
+** Phase 4 — migration handoffs
+=inbox-send= home (and work, if it pulls general sources) the =:TRIAGE_SOURCES:= line each should add, with the reason. No auto-edit.
+
+** Phase 5 — verification
+triage-intake is a workflow (prose), not a script, so there's no bats surface for the activation rule directly. Verify by a scripted check that a project with no declaration loads zero general plugins (a small fixture around the Phase-0 glob-and-filter logic if it's extracted, or a manual-testing checklist entry otherwise). Confirm rulesets probe-skips triage under sentry, and home still pulls its declared sources.
+
+* Prototype / UI
+
+Not applicable — no UI surface.
diff --git a/docs/specs/wrapup-routing-spec.org b/docs/specs/wrapup-routing-spec.org
index 1bdc0f3..07d9ec6 100644
--- a/docs/specs/wrapup-routing-spec.org
+++ b/docs/specs/wrapup-routing-spec.org
@@ -218,7 +218,7 @@ Everything else accepted as written: H1 (inbox-route supersedes direct-move; D2/
** 2026-06-21 Sun @ 01:58:41 -0400 — Claude Code (rulesets) — reviewer
- What: spec-review pass. Rubric *Not ready*, two blocking findings. H1: the inbox-route alternative (inbox-send each routable keeper to the destination's inbox/, let its own process-inbox file it) supersedes the direct-move design — reshape D2, drop Phase 2 and D3's provenance burden. H2: pin the candidate-set marking to Option A (tag =:ROUTE_CANDIDATE:= at process-inbox file time). Four medium findings (M1 confidence tiers, M2 empty-set silence, M3 paired process-inbox edit phase, M4 cross-project.md note). Full review + drop-in implementation tasks in the review file.
- Why: Craig challenged D2 directly (why edit a foreign todo.org rather than use the sanctioned inbox-send path). The review confirmed it: inbox-send already emits the exact provenance D3 reinvents, process-inbox already files per-item with the destination's own gate, cross-project.md sanctions the inbox path, and a verified precondition reverses the spec's assumption — chime and yt-sync have inbox/ but no todo.org, so direct-move silently drops keepers headed there while inbox-route degrades gracefully.
-- Artifacts: [[file:wrapup-routing-spec-review.org][review file]]. Next: spec-response to disposition H1/H2 (recommend accept both), which moves the rubric to Ready.
+- Artifacts: the review file (since folded into this spec). Next: spec-response to disposition H1/H2 (recommend accept both), which moves the rubric to Ready.
** 2026-06-21 Sun @ 02:06:37 -0400 — Craig Jennings + Claude Code (rulesets) — responder
- What: folded the spec-review in. Accepted H1 (inbox-route) and H2 (tag at file time); superseded D2 and D3; added D7 (deliver via =inbox-send=), D8 (=:ROUTE_CANDIDATE:= marker at file time), D9 (local source removal + reject-flow recovery). Rewrote Summary, Goals, Design mechanics, Implementation phases (dropped the atomic-move helper — Phase 2 is now the =process-inbox= marker edit), and Acceptance criteria for the inbox-route. One modify (D9) refines H1's vague source-handling. Cookie [9/9]; Status → Ready.