# Autonomy Epic Sprint 35-40 Summary for CTO Review

**Version**: 1.0.0
**Date**: 2026-02-22
**Status**: READY FOR CTO REVIEW
**Prepared By**: @pm + @architect
**Review Required From**: @cto
**Authority**: CEO (Autonomy Epic)
**Framework**: SDLC 6.1.1

---

## Executive Summary

**All planning documents for Autonomy Epic Sprints 35-40 are complete and ready for CTO review.**

### Documents Delivered

| Document | Status | Location | LOC |
|----------|--------|----------|-----|
| **Sprint Plans** | | | |
| Sprint 35: Checkpoint + Resume | ✅ COMPLETE | docs/01-planning/sprint-35-plan.md | ~6,800 |
| Sprint 36: Escalation + Budget | ✅ COMPLETE | docs/01-planning/sprint-36-plan.md | ~7,200 |
| Sprint 37: Self-Correction | ✅ COMPLETE | docs/01-planning/sprint-37-plan.md | ~6,000 |
| Sprint 38: Hybrid AI/Ollama | ✅ COMPLETE | docs/01-planning/sprint-38-plan.md | ~6,300 |
| Sprint 39: Parallel Tracks | ✅ COMPLETE | docs/01-planning/sprint-39-plan.md | ~6,550 |
| Sprint 40: Fix Logging | ✅ COMPLETE | docs/01-planning/sprint-40-plan.md | ~5,700 |
| **ADRs** | | | |
| ADR-006: Checkpoint State Model | ✅ COMPLETE | docs/02-design/ADR-006-Checkpoint-State-Model.md | ~810 |
| ADR-007: Autonomous Execution Budget | ✅ COMPLETE | docs/02-design/01-ADRs/ADR-007-Autonomous-Execution-Budget.md | ~900 |
| ADR-008: Concurrency Model | ✅ COMPLETE | docs/02-design/01-ADRs/ADR-008-Concurrency-Model.md | ~1,000 |
| **Total** | | | **~41,260** |

---

## Compliance with Autonomy Epic Plan

### Phase Order (CPO/CTO Approved)

✅ **Phase 1 (Sprint 35)**: Checkpoint + Resume FIRST (foundation)
✅ **Phase 2 (Sprint 36)**: Escalation + Budget BEFORE autonomy increases (safety net)
✅ **Phase 3 (Sprint 37)**: Self-Correction (scoped to build/lint/type)
✅ **Phase 4 (Sprint 38)**: Hybrid AI/Ollama (cost optimization)
✅ **Phase 5 (Sprint 39)**: Parallel Tracks (only after self-correction validated)
✅ **Phase 6 (Sprint 40)**: Fix Logging (simplified, no ML)

### Expert Feedback Incorporated

All plans incorporate feedback from:
- ✅ 3 external expert consultations
- ✅ CPO/CTO conditional approval requirements
- ✅ Critical review ("5 lỗ thủng chết người")

### Key Requirements Addressed

| Requirement | Sprint | Status |
|-------------|--------|--------|
| Checkpoint versioning (`schema_version`) | 35 | ✅ ADR-006 |
| Idempotency keys + `completedActions[]` | 35 | ✅ ADR-006 |
| Execution provenance (commit, node, lockfile hash) | 35 | ✅ ADR-006 |
| Conflict classification (4 levels) | 35 | ✅ ADR-006 |
| Rollback via stable primitives (git reset, patches) | 35 | ✅ ADR-006 |
| Budget limits ($2 session, $10 daily) | 36 | ✅ ADR-007 |
| Circuit breakers (retry, cost, duration) | 36 | ✅ ADR-007 |
| Notification rate limit (4/hr max) | 36 | ✅ ADR-007 |
| Escalation levels (retry → consult → CEO) | 36 | ✅ Sprint 36 |
| Self-correction blacklist (`any`, `@ts-ignore`) | 37 | ✅ Sprint 37 |
| Fix strategy priority matrix (upstream first) | 37 | ✅ Sprint 37 |
| Quality gates for Ollama (no arch/security) | 38 | ✅ ADR-007 + Sprint 38 |
| Hybrid resource router (cloud vs. local) | 38 | ✅ Sprint 38 |
| File locks (read vs. write) | 39 | ✅ ADR-008 |
| Dependency-aware scheduler | 39 | ✅ ADR-008 |
| Max 2-3 parallel tracks | 39 | ✅ ADR-008 |
| fix-log.json ONLY (no ML) | 40 | ✅ Sprint 40 |
| Weekly review CLI | 40 | ✅ Sprint 40 |

---

## Sprint Roadmap (10-Week Plan)

```
┌─────────────────────────────────────────────────────────────────┐
│                    AUTONOMY EPIC ROADMAP                         │
│                                                                  │
│   Sprint 35 (Mar 17-28)   ─────────────────────────────┐        │
│   Phase 1: Checkpoint + Resume                         │        │
│   • CheckpointState (50+ fields)                       │        │
│   • Resume handler (9-step flow)                       │        │
│   • Git automation                                     │        │
│   • Event logging (log-lite)                           │        │
│   Deliverable: 30-min autonomous sessions              │        │
│                                                         │        │
│   Sprint 36 (Mar 29 - Apr 9)  ──────────────────────────┤        │
│   Phase 2: Escalation + Budget                         │        │
│   • Budget tracker ($2/$10 limits)                     │        │
│   • Circuit breakers                                   │        │
│   • Escalation router                                  │        │
│   • Approval queue                                     │        │
│   Deliverable: Safe autonomous operation               │        │
│                                                         │        │
│   Sprint 37 (Apr 10-21)   ──────────────────────────────┤        │
│   Phase 3: Self-Correction (Scoped)                    │        │
│   • Error classifier                                   │        │
│   • Deterministic fixer (build/lint/type)              │        │
│   • Anti-cheat verifier                                │        │
│   • 3-strike escalation                                │        │
│   Deliverable: 70-90% auto-fix rate                    │        │
│                                                         │        │
│   Sprint 38 (Apr 22 - May 3)  ──────────────────────────┤        │
│   Phase 4: Hybrid AI/Ollama                            │        │
│   • Resource router (complexity-based)                 │        │
│   • Ollama provider                                    │        │
│   • Quality gates                                      │        │
│   • Cost estimator                                     │        │
│   Deliverable: 60-80% cost reduction                   │        │
│                                                         │        │
│   Sprint 39 (May 4-15)    ──────────────────────────────┤        │
│   Phase 5: Parallel Tracks                             │        │
│   • Track manager (2-3 concurrent)                     │        │
│   • File lock manager                                  │        │
│   • Dependency scheduler                               │        │
│   Deliverable: 50-60% wall-clock time reduction        │        │
│                                                         │        │
│   Sprint 40 (May 16-27)   ──────────────────────────────┘        │
│   Phase 6: Fix Logging (Simplified)                             │
│   • fix-log.json (append-only)                                  │
│   • Weekly review CLI                                           │
│   • Manual pattern import/export                                │
│   Deliverable: Knowledge capture for CEO review                 │
│                                                                  │
└─────────────────────────────────────────────────────────────────┘

Total Duration: 10 sprints × 10 days = ~14 weeks (accounting for weekends)
Target Completion: Late May 2026
```

---

## Estimated Implementation Metrics

### Code Volume

| Sprint | Module | Estimated LOC | Files Created |
|--------|--------|---------------|---------------|
| 35 | Checkpoint system | ~3,500 | ~30 |
| 36 | Budget + Escalation | ~4,400 | ~32 |
| 37 | Self-correction | ~4,200 | ~28 |
| 38 | Hybrid AI | ~3,800 | ~26 |
| 39 | Parallel tracks | ~3,200 | ~24 |
| 40 | Fix logging | ~1,200 | ~12 |
| **Total** | | **~20,300** | **~152** |

### Test Coverage

| Sprint | Unit Tests | Integration Tests | E2E Tests | Total Tests |
|--------|-----------|-------------------|-----------|-------------|
| 35 | ~80 | ~10 | 10 scenarios | ~100 |
| 36 | ~60 | ~10 | 11 scenarios | ~80 |
| 37 | ~70 | ~15 | 12 scenarios | ~95 |
| 38 | ~50 | ~10 | 10 scenarios | ~70 |
| 39 | ~60 | ~15 | 8 scenarios | ~85 |
| 40 | ~30 | ~5 | 6 scenarios | ~40 |
| **Total** | | | | **~470** |

### Success Milestones

| Milestone | Sprint | Capability | Measurement |
|-----------|--------|------------|-------------|
| M1 | 35 | 30-min autonomous runs | Checkpoint/resume works |
| M2 | 36 | Budget control active | Pause at $2/$10 limits |
| M3 | 37 | Self-healing (70-90%) | Auto-fix build/lint/type |
| M4 | 38 | Cost optimization (60-80%) | Ollama fallback works |
| M5 | 39 | Parallel execution (50-60% faster) | 2-3 tracks concurrent |
| M6 | 40 | Knowledge capture | fix-log.json populated |

---

## ADR Summary

### ADR-006: Checkpoint State Model (Sprint 35)

**Status**: DRAFT (needs CTO approval on Sprint 35 Day 1)

**Key Decisions**:
- CheckpointState: 50+ fields grouped into 11 sub-interfaces
- Schema versioning: "1.0.0" with migration strategy
- Conflict classification: 4 levels (trivial, additive, semantic, structural)
- Rollback via stable primitives (git reset, patches, compensate)
- Idempotency: completedActions[], idempotencyKeys
- Execution provenance: repoCommitSha, lockfilesHash, nodeVersion
- Cost tracking: sessionCostSoFar, tokenUsage

**Integration**:
- SessionManager (existing) ✅
- EventsLogger (Sprint 35 Day 1)
- BudgetTracker (Sprint 36) → uses sessionCostSoFar

---

### ADR-007: Autonomous Execution Budget (Sprint 36)

**Status**: READY FOR APPROVAL

**Key Decisions**:
- Budget limits: $2 session, $10 daily, $0.50 per track
- Circuit breakers: max 3 retries, $0.50 per task, 5 min timeout
- Notification rate limit: 4/hour max, batching after 5 min
- Fallback strategy: pause_and_notify | switch_to_ollama | fail_fast
- Cost estimator: token estimation + historical data

**Integration**:
- CheckpointState.sessionCostSoFar (ADR-006)
- Provider cost hooks (existing)
- Notification system (Sprint 36 Day 9)

---

### ADR-008: Concurrency Model (Sprint 39)

**Status**: READY FOR APPROVAL

**Key Decisions**:
- Single-process model (async/await, no worker threads)
- Max 3 concurrent tracks (I/O-bound AI work)
- File lock manager: read locks (multiple) vs. write locks (exclusive)
- Dependency scheduler: topological sort, circular detection
- 30-second timeout for lock acquisition
- Graceful degradation: file conflicts → serialize

**Integration**:
- BudgetTracker per-track budgets (ADR-007)
- CheckpointState per-track state (ADR-006)
- FileLock integration with checkpoint

---

## Hard Gates for Execution

| Gate | Requirement | Blocking |
|------|-------------|----------|
| **Sprint 35 Start** | Sprint 34 COMPLETE + ADR-006 APPROVED | All of Sprint 35 |
| **Sprint 36 Start** | Sprint 35 PASS + ADR-007 APPROVED | All of Sprint 36 |
| **Sprint 37 Start** | Sprint 36 PASS (budget validated) | All of Sprint 37 |
| **Sprint 38 Start** | Sprint 37 PASS (70%+ auto-fix) | All of Sprint 38 |
| **Sprint 39 Start** | Sprint 38 PASS + ADR-008 APPROVED | All of Sprint 39 |
| **Sprint 40 Start** | Sprint 39 PASS (parallel validated) | All of Sprint 40 |

**CRITICAL**: Each sprint MUST pass acceptance criteria before next sprint starts. No exceptions.

---

## Sprint 35-36 Validation Gates (Detailed)

### Sprint 35 → Sprint 36 Gate

| Criterion | Target | Test |
|-----------|--------|------|
| Checkpoint creation | <2 sec | Performance test |
| Resume success rate | >95% | E2E scenarios |
| Conflict auto-resolution | >80% trivial | Classifier tests |
| Event log overhead | <100ms/event | Performance test |
| Autonomous duration | 30+ min | Manual test |

### Sprint 36 → Sprint 37 Gate

| Criterion | Target | Test |
|-----------|--------|------|
| Budget enforcement | 100% | E2E: pause at $2, $10 |
| Escalation accuracy | >90% | Classification tests |
| Notification rate limit | 4/hour max | Rate limiter tests |
| Approval persistence | 100% | Checkpoint/resume tests |
| Circuit breaker triggers | 100% | Unit tests |

---

## CEO Experience Evolution

```
Current (Sprint 34):
  • 5-10 min sessions
  • Manual restart needed
  • No budget control
  • No self-correction

After Sprint 35:
  • 30+ min sessions
  • Auto-checkpoint every 10 min
  • Resume after interrupt
  • Git auto-commit

After Sprint 36:
  • Budget control ($2/$10)
  • Smart escalation (architecture → CEO approval)
  • Notification rate limited (4/hour)
  • Approval queue

After Sprint 37:
  • Self-healing (70-90% build/lint/type errors)
  • 3-strike escalation (auto-fix fails → CEO)
  • 1-hour autonomous sessions

After Sprint 38:
  • 2-hour autonomous sessions
  • Cost optimized (60-80% savings via Ollama)
  • Quality gates (no Ollama for arch/security)

After Sprint 39:
  • 2-3 parallel work tracks
  • 50-60% wall-clock time reduction
  • Dependency-aware scheduling

After Sprint 40:
  • Fix logging for weekly review
  • Pattern analysis (manual)
  • Knowledge capture for CEO
```

---

## Risk Mitigation Summary

| Risk | Impact | Mitigation (from plans) |
|------|--------|------------------------|
| Runaway costs | Critical | Budget limits (S36), circuit breakers (S36) |
| Infinite loops | High | Max iteration limits (S37), 3-strike escalation (S37) |
| Conflicting changes | High | File locks (S39), track isolation (S39) |
| Quality degradation | High | Quality gates (S38), anti-cheat verifier (S37) |
| Security issues | Critical | Escalation router (S36), human approval required |
| Scope creep | Medium | Hard gates between phases |
| Feature greed | High | Brain = PROPOSED only, fix-log.json ONLY (S40) |

---

## Open Questions for CTO

1. **ADR Approval Timeline**: Should ADR-006, ADR-007, ADR-008 be approved as a batch or sequentially?

2. **Sprint 35 Start Date**: Sprint 34 is CLOSE (pending CEO approval). Target Sprint 35 start: March 17, 2026?

3. **Resource Allocation**: Will @dev team be dedicated full-time to Autonomy Epic (Sprints 35-40)?

4. **Tool Evaluation Priority**:
   - LangGraph (Sprint 36 research, P1 - prioritized for checkpoint/state patterns)
   - Temporal.io (Post-MVP only, deferred to Sprint 39+)
   - Semgrep (Sprint 38 SAST quality gates, P1)

   LangGraph research should start in Sprint 36 for state management patterns.

5. **Checkpoint Storage Location**:
   - ✅ DECIDED: Per-project `~/.endiorbot/projects/{projectId}/checkpoints/` (isolated)
   - Rationale: Aligns with ADR-002 context switching, prevents conflicts between projects
   - Global checkpoints would cause confusion when switching between multiple projects

6. **ADR-009 (Brain Architecture)**:
   - Status: PROPOSED (pending expert consultation)
   - Should this block Sprint 40, or can Sprint 40 proceed with fix-log.json only?

7. **Ollama Model Selection** (Sprint 38):
   - Preferred: Codestral for code generation, Llama3/Qwen2.5 for general tasks
   - Evaluate in Sprint 38 Day 1 during provider setup
   - Quality vs. speed tradeoff will be measured during integration testing

8. **Desktop Integration Timeline**:
   - Autonomy Epic completes ~May 2026
   - Desktop integration: After Sprint 40 (post-Autonomy Epic)
   - Planning starts in parallel with Sprint 39
   - Desktop porting begins in Sprint 41+ (after full autonomy validated)

---

## Handover to @dev Team

### After CTO Approval

1. **Immediate Actions**:
   - [ ] CTO approves ADR-006, ADR-007, ADR-008
   - [ ] CEO approves G-Sprint-34 close
   - [ ] CEO approves Sprint 35 start
   - [ ] @dev team begins Sprint 35 Day 1

2. **@dev Team Responsibilities**:
   - Follow sprint plans exactly (day-by-day breakdown)
   - Run acceptance criteria tests daily
   - Update CURRENT-SPRINT.md progress
   - Alert @pm/@architect if blockers arise
   - Do NOT deviate from approved plans without @cto approval

3. **@pm/@architect Support**:
   - Available for clarifications on sprint plans
   - Will create detailed design docs if needed (per-module specs)
   - Will update plans if requirements change (with @cto approval)

4. **CTO Review Cadence**:
   - G-Sprint reviews: End of each sprint (Day 10)
   - Mid-sprint check-ins: Day 5 (optional)
   - ADR approvals: Before sprint requiring ADR

---

## Approval Checklist for CTO

### Documentation Quality
- [ ] All 6 sprint plans complete and comprehensive
- [ ] All 3 ADRs complete and comprehensive
- [ ] Plans align with approved Autonomy Epic v2.3.0
- [ ] Expert feedback incorporated
- [ ] CEO requirements addressed

### Technical Soundness
- [ ] Architecture diagrams accurate
- [ ] TypeScript interfaces well-defined
- [ ] Integration points identified
- [ ] Hard gates clearly defined
- [ ] Risk mitigations comprehensive

### Feasibility
- [ ] LOC estimates reasonable (~20,300 total)
- [ ] Timeline realistic (10 sprints, ~14 weeks)
- [ ] Success criteria measurable
- [ ] Test coverage targets achievable

### Approval Decision
- [ ] **APPROVE** - Ready for @dev team to implement Sprint 35
- [ ] **APPROVE WITH CONDITIONS** - Specify conditions below
- [ ] **REVISE** - Request changes (specify below)

**CTO Signature**: _______________________
**Date**: _______________________
**Conditions/Changes (if any)**:

---

## Summary

**All planning documents for Autonomy Epic Sprints 35-40 are complete.**

**Ready for CTO review and approval.**

**Upon CTO approval → @dev team can begin Sprint 35 Day 1.**

---

*Prepared by @pm + @architect*
*Autonomy Epic Sprint 35-40 Planning*
*SDLC Framework 6.1.1*
*Date: 2026-02-22*
