# Heuristic System Retention Follow-Up Execution State

## Current State

- Status: complete
- Current task: none
- Next task: none
- Last updated: 2026-05-18 18:00 CST
- Branch/commit: pending
- Source document: `docs/plans/heuristic-system-retention-follow-up/heuristic-system-retention-follow-up-plan.md`

## Task Ledger

| ID | Status | Task | Evidence | Notes |
| --- | --- | --- | --- | --- |
| T0 | done | Resolve execution source, preflight, and dirty-tree boundary | `agent-docs` startup/project-dev strict resolves passed | Existing unrelated edits in plan workflow files are out of scope and left untouched. |
| T1 | done | Define active/archived inbox semantics and policy docs/tests | `tests/test_heuristic_system_docs.py`; `scripts/check.sh --docs`; `scripts/check.sh --markdown` | Uses `heuristic-system/error-inbox/archive/YYYY/` as the archive location. |
| T2 | done | Implement deterministic `heuristic-error-inbox archive` and archived listing | `skills/workflows/heuristic-system/heuristic-error-inbox/tests/test_workflows_heuristic_system_heuristic_error_inbox.py`; script smoke spec | Preserved existing lifecycle statuses; did not add `archived`. |
| T3 | done | Refine operation-record, compression, and `skill-usage` serial-write guidance | `docs/runbooks/skills/SKILL_USAGE_RECORDING_V1.md`; `skills/tools/workflow-evidence/skill-usage/SKILL.md` | Agent-kit policy only; nils-cli primitive locking remains out of scope. |
| T4 | done | Validate existing GitLab MR entry archive readiness and run maintenance gate | `scripts/check.sh --all`: pass, 763 pytest tests passed | Promoted GitLab MR entry archived to `heuristic-system/error-inbox/archive/2026/deliver-gitlab-mr-skipped-pipeline-and-cleanup.md`. |

## Validation

| Command | Status | Summary | Artifact |
| --- | --- | --- | --- |
| `agent-docs --docs-home "$AGENT_HOME" resolve --context startup --strict --format checklist` | pass | Required startup docs present. | n/a |
| `agent-docs --docs-home "$AGENT_HOME" resolve --context project-dev --strict --format checklist` | pass | Required project-dev docs present. | n/a |
| `scripts/check.sh --tests -- skills/workflows/heuristic-system/heuristic-error-inbox/tests/test_workflows_heuristic_system_heuristic_error_inbox.py tests/test_heuristic_system_docs.py tests/test_skill_usage_record_validator.py` | pass | 29 targeted tests passed. | `/Users/terry/.agents/out/tests/script-coverage/summary.md` |
| `scripts/check.sh --tests -- -m script_smoke -k heuristic` | pass | 4 script smoke tests passed. | `/Users/terry/.agents/out/tests/script-coverage/summary.md` |
| `scripts/check.sh --docs` | pass | Docs freshness audit passed. | n/a |
| `scripts/check.sh --markdown` | pass | Markdown lint passed for 225 files. | n/a |
| `plan-tooling validate --file docs/plans/heuristic-system-retention-follow-up/heuristic-system-retention-follow-up-plan.md` | pass | Plan structure validated. | n/a |
| `git diff --check` | pass | No whitespace errors. | n/a |
| `scripts/check.sh --tests -- -k 'heuristic_system or heuristic_error_inbox or skill_usage'` | pass | 36 targeted tests passed. | `/Users/terry/.agents/out/tests/script-coverage/summary.md` |
| `scripts/check.sh --all` | pass | Full local gate passed; 763 pytest tests passed. | `/Users/terry/.agents/out/semgrep/semgrep-agent-kit-20260518-175914.json` |

## Blockers

- None.

## Session Log

### 2026-05-18 17:50 CST

- Read:
  - `docs/plans/heuristic-system-retention-follow-up/heuristic-system-retention-follow-up-plan.md`
  - `docs/plans/heuristic-system-retention-follow-up/heuristic-system-retention-follow-up-discussion-source.md`
  - `HEURISTIC_SYSTEM.md`
  - `heuristic-system/README.md`
  - `heuristic-system/error-inbox/README.md`
  - `skills/workflows/heuristic-system/heuristic-error-inbox/SKILL.md`
  - `skills/workflows/heuristic-system/heuristic-error-inbox/bin/heuristic_error_inbox.py`
  - `skills/workflows/heuristic-system/heuristic-error-inbox/scripts/heuristic-error-inbox.sh`
  - `tests/test_heuristic_system_docs.py`
  - `docs/runbooks/skills/SKILL_USAGE_RECORDING_V1.md`
  - `docs/runbooks/skills/TOOLING_INDEX_V2.md`
  - `skills/tools/workflow-evidence/skill-usage/SKILL.md`
- Changed:
  - `docs/plans/heuristic-system-retention-follow-up/heuristic-system-retention-follow-up-execution-state.md`
- Validated:
  - `agent-docs` startup/project-dev strict resolves passed.
- Blocked by:
  - None.
- Next:
  - Update docs/tests for archive semantics, then implement the archive command.

### 2026-05-18 18:00 CST

- Read:
  - `heuristic-system/error-inbox/deliver-gitlab-mr-skipped-pipeline-and-cleanup.md`
  - `heuristic-system/operation-records/github-pr-required-check-gating.md`
  - `docs/runbooks/skills/SKILL_USAGE_RECORDING_V1.md`
  - `docs/runbooks/skills/TOOLING_INDEX_V2.md`
  - `skills/tools/workflow-evidence/skill-usage/SKILL.md`
  - `tests/script_specs/skills/workflows/heuristic-system/heuristic-error-inbox/scripts/heuristic-error-inbox.sh.json`
- Changed:
  - `HEURISTIC_SYSTEM.md`
  - `heuristic-system/README.md`
  - `heuristic-system/error-inbox/README.md`
  - `heuristic-system/error-inbox/archive/2026/deliver-gitlab-mr-skipped-pipeline-and-cleanup.md`
  - `heuristic-system/operation-records/github-pr-required-check-gating.md`
  - `skills/workflows/heuristic-system/README.md`
  - `skills/workflows/heuristic-system/heuristic-error-inbox/SKILL.md`
  - `skills/workflows/heuristic-system/heuristic-error-inbox/bin/heuristic_error_inbox.py`
  - `skills/workflows/heuristic-system/heuristic-error-inbox/tests/test_workflows_heuristic_system_heuristic_error_inbox.py`
  - `tests/script_specs/skills/workflows/heuristic-system/heuristic-error-inbox/scripts/heuristic-error-inbox.sh.json`
  - `tests/test_heuristic_system_docs.py`
  - `docs/runbooks/skills/SKILL_USAGE_RECORDING_V1.md`
  - `docs/runbooks/skills/TOOLING_INDEX_V2.md`
  - `skills/tools/workflow-evidence/skill-usage/SKILL.md`
  - `docs/plans/heuristic-system-retention-follow-up/heuristic-system-retention-follow-up-discussion-source.md`
  - `docs/plans/heuristic-system-retention-follow-up/heuristic-system-retention-follow-up-plan.md`
  - `docs/plans/heuristic-system-retention-follow-up/heuristic-system-retention-follow-up-execution-state.md`
- Validated:
  - Added failing archive/list/docs tests before implementation; initial
    targeted run failed on missing archive command and missing archived-list
    metadata.
  - `heuristic-error-inbox.sh archive ... --dry-run --format json`: pass, archive-ready for the GitLab MR entry.
  - `heuristic-error-inbox.sh archive ... --date 2026-05-18 --reason ... --link ... --format json`: pass, moved the GitLab MR entry into `archive/2026/`.
  - `heuristic-error-inbox.sh list --format json`: pass, active inbox is empty.
  - `heuristic-error-inbox.sh list --include-archived --format json`: pass, archived GitLab MR entry is retrievable.
  - `heuristic-error-inbox.sh verify <archived GitLab MR entry> --format json`:
    pass.
  - `scripts/check.sh --tests -- <heuristic inbox/docs/skill-usage tests>`:
    pass, 29 tests.
  - `scripts/check.sh --tests -- -m script_smoke -k heuristic`: pass, 4 tests.
  - `scripts/check.sh --docs`: pass.
  - `scripts/check.sh --markdown`: pass.
  - `plan-tooling validate --file docs/plans/heuristic-system-retention-follow-up/heuristic-system-retention-follow-up-plan.md`: pass.
  - `git diff --check`: pass.
  - `scripts/check.sh --tests -- -k 'heuristic_system or heuristic_error_inbox or skill_usage'`: pass, 36 tests.
  - `scripts/check.sh --all`: pass, 763 pytest tests passed.
- Blocked by:
  - None.
- Next:
  - Ready for review or commit. Unrelated pre-existing dirty-tree changes outside this scope were left untouched.

### 2026-05-19 post-completion maintenance

- Trigger:
  - `plan-tooling` evolved after 2026-05-18 to require a stable
    `Recommended plan` label in the discussion-source. The 2026-05-18
    completion predates that requirement, so `plan-tooling validate` on this
    bundle began failing without any change to the historical plan content.
- Changed:
  - `docs/plans/heuristic-system-retention-follow-up/heuristic-system-retention-follow-up-discussion-source.md`
    gained the stable `Recommended plan` label pointing at this folder's plan;
    historical content was left intact.
- Validated:
  - `plan-tooling validate --file docs/plans/heuristic-system-retention-follow-up/heuristic-system-retention-follow-up-plan.md --format json`:
    pass, `{"ok":true,...}`.
- Scope:
  - Bookkeeping-only normalization. Implementation intent for the
    2026-05-18 follow-up was not changed.
- Cross-reference:
  - Tracked by commit `f7d3e1e` (`docs(heuristic-system): resolve 2026-05-19
    review findings R1/R2/R3`); the original `docs/plans/heuristic-system-review-fixes/`
    bundle was deleted under `durable-artifact-cleanup` after its durable
    lessons migrated into `docs/improvements/heuristic-system-followup-review.md`,
    `HEURISTIC_SYSTEM.md`, and the test suite.
