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Refine v5.0.0+ port design: demote SecurityValidator, refresh Learning scope#170

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refine-v5-port-design-securityvalidator-demote
May 10, 2026
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Refine v5.0.0+ port design: demote SecurityValidator, refresh Learning scope#170
virtualian merged 2 commits into
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refine-v5-port-design-securityvalidator-demote

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@virtualian virtualian commented May 10, 2026

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Summary

Two read-only investigations of the v5 baseline this session produced
findings that update Plans/v5-0-0-plus-port.md:

No code ported. Plan-and-evidence only.

What landed

Artefact Path
Plan revisions Plans/v5-0-0-plus-port.md
Learning Loop comparison reports/v5-learning-loop-vs-pack.md (NEW)

Methodology validation

The migration plan's "verify-against-v5 first" bar paid off twice in one
session — once on Learning (item #10 wording), once on SecurityValidator
(item #3 dropped). The Adopt List bullet "fork's HIGH-priority hooks added
on top via overlay (SecurityValidator)" now reads "no HIGH-priority hook
ports survive verify-against-v5".

Test plan

  • Review the SecurityValidator Drop List rationale — does it match
    the evidence in reports/v5-learning-loop-vs-pack.md and v5
    baseline files?
  • Verify HIGH (3) and MED (6-13) renumbering reads consistently
  • Confirm item fix: statusline MEMORY counters always show zero #11's cross-ref to settings (now see item #13) is
    correct after the renumber
  • Spot-check that Sequencing § "follow-up issues" no longer mentions
    a SecurityValidator port issue

What this PR does NOT do

Refs #166 (umbrella migration), #168 (skill description curation
follow-up), #169 (Learning Loop integration investigation).

…g scope

Three threads against Plans/v5-0-0-plus-port.md after read-only investigation
of the v5 baseline:

- SecurityValidator (HIGH #3) → Drop List. v5's SecurityPipeline.hook.ts
  self-documents (L4-7) as its replacement; PatternInspector consumes the
  same patterns.yaml shape from a baseline-shipped 156-line PATTERNS.yaml
  and is fail-closed on missing patterns where fork is fail-open. No
  documented residual gap. patterns.example.yaml (MED #12) drops with it.
  HIGH renumbered (3 — was 5); MED renumbered (6-13 — was 6-14); cross-refs
  updated.

- Learning standalone pack (MED #10) text refreshed. Original "v5 has
  nothing equivalent" was inaccurate: v5 has substantial automated capture
  (5 hooks, weekly LearningPatternSynthesis CLI, WisdomFrames with CRYSTAL
  confidence) but no human curation loop, plus a doctrinal conflict with
  v5's stance on harness auto-memory for behavioural rules. Integration
  design tracked in #169.

- Item #11 (formerly "Curated skill subset") rewritten as overlay-only
  budget bump via skillListingBudgetFraction / skillListingMaxDescChars
  in settings.json Class-B merge — accepts the token-use penalty and
  defers per-skill SKILL.md description curation to #168.

Companion artefact:
- reports/v5-learning-loop-vs-pack.md — citation-heavy comparison of v5's
  automated capture pipeline vs the fork's curation layer (~310 lines).

Refs #166, #168, #169.
… similar, not identical

PR #170 test-plan execution surfaced that the original "consumes the same
patterns.yaml shape" claim overstates compatibility. The two trees diverge
on the `bash` subkeys — v5 has `bash.trusted` (allowlist-bypass), fork has
`bash.confirm` (user-prompt-on-match). Top-level structure (`version`,
`philosophy`, `bash`, `paths`, `projects`) and `paths` subkeys are
consistent.

A user migrating with custom `bash.confirm:` rules in their patterns file
would silently lose the prompt semantic if the file were copied verbatim
to v5's path. This is a real port-time consideration the original Drop
List entry concealed.

Refs #170, #166.
@virtualian virtualian merged commit f92eafe into main May 10, 2026
@virtualian virtualian deleted the refine-v5-port-design-securityvalidator-demote branch May 10, 2026 20:21
virtualian added a commit that referenced this pull request May 10, 2026
Backfill status into the design doc (Plans/v5-0-0-plus-port.md) covering
issue #166 playbook completion, follow-up issue state on virtualian/pai-v5,
and Phase B posture. Add overlay audit findings against the scaffold
branch — one drift surfaced (SecurityValidator still present post-PR #170
demotion); flagged for separate cleanup gated on a Phase-B probe.
virtualian added a commit that referenced this pull request May 11, 2026
…166) (#172)

Issue #166's Step 10 required (per End-to-end Verification gate #5) a
runtime-vs-v5 comparison report with categorised inventories and 8
per-area prose sections. The parent plan's Step 11 focused-session
structure (lines 387-405 of Plans/v5-0-0-is-a-major-keen-wall.md)
explicitly authorises descoping the full multi-day prose deliverable:

> "The plan describes Step 11 as design-doc generation driven by
> Step 10's multi-day prose report. In practice, a focused session
> produces a thinner just-enough version sufficient to drive port
> priorities — without blocking on Step 10's full-prose deliverable."
>
> "The full Step 10 prose report can come later as archaeological
> reference; it does not block the port work."

This commit ships the mechanical first pass of gate #5 only:

  reports/v5-comparison/inventory-pai.txt    — 674 entries,
    path-shifted diff marrair:.pai/ ↔ v5:.claude/ (v5 is single-root
    per the design doc's two-root decision, so the literal
    .pai/ ↔ .pai/ diff in the parent plan does not apply).

  reports/v5-comparison/inventory-claude.txt — 162 entries,
    apples-to-apples marrair:.claude/ ↔ v5:.claude/ user-config diff.

Both files carry a header documenting methodology, excludes (runtime
ephemera: node_modules/, sessions/, projects/, paste-cache/,
file-history/, shell-snapshots/, etc.), and the <marrair> /
<marrmini-fresh> path tokens for machine portability.

Not delivered here (deferred as archaeological-only per the plan):
  - 7-label categorisation of every divergent file
  - 8 per-area prose sections (Algorithm, MEMORY, Skills,
    SecurityValidator, PAI-Install/installer engine, AISTEERINGRULES,
    Hooks, Two-root separation)

The Learning area was separately deep-dived and shipped as
reports/v5-learning-loop-vs-pack.md via PR #170.

Gate #5 remains partially open by design; the design doc
(Plans/v5-0-0-plus-port.md) carries the decision-grade content
needed for port work. Issue #166 stays closed.
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