Merge pull request #37 from MichaelWave369/codex/integrate-agentora-with-phios-and-agentception-5oyh8w

Codex-generated pull request

Author: MichaelWave369

.env.example

@@ -172,3 +172,10 @@ AGENTORA_MISSIONS_REPLAY_MAX_LINEAGE_DEPTH=20
 AGENTORA_MISSIONS_REPLAY_REQUIRE_PROVENANCE_NOTE=false
 AGENTORA_MISSIONS_SIGN_EXPORTS=false
 AGENTORA_MISSIONS_EXPORT_SIGNING_KEY=
+
+# Persona policy hooks (Phase J)
+AGENTORA_PERSONA_POLICY_ENABLED=false
+AGENTORA_PERSONA_POLICY_REQUIRE_DUAL_REVIEW_ON_HIGH_RISK=false
+AGENTORA_PERSONA_POLICY_BLOCK_EXPLORATORY_ON_HIGH_RISK=false
+AGENTORA_PERSONA_POLICY_REQUIRE_OVERRIDE_REASON=true
+AGENTORA_PERSONA_POLICY_REQUIRE_CONSERVATIVE_BRANCH_ON_HIGH_RISK=false

README.md

@@ -500,3 +500,52 @@ Persona recommendations are heuristic operator aids. They are not objective trut
 3. Open persona portfolio + persona summary panels.
 4. Apply override actions (`accept`, `reject`, `manual`) with rationale.
 5. Use persona insights to inspect score/risk/PR/writeback trends.
+
+## PhiOS + AgentCeption integration (Phase J)
+
+Phase J adds cross-root persona intelligence and first-class operator decision auditability.
+
+### Phase J capabilities
+
+- Persisted operator decision events (`recommendation_accepted`, `recommendation_rejected`, `shortlist_applied`, `eliminate_applied`, `override_applied`, `override_removed`, `persona_assignment_changed`, `policy_blocked_action`).
+- Persona-delta compare view with compact field deltas and heuristic interpretation notes.
+- Cross-root persona trends (7d/30d/all) with filters and metrics.
+- Persona × strategy matrix analytics for score/risk/shortlist/PR/override behavior.
+- Optional persona policy hooks (dual review, exploratory block on high risk, override rationale requirement, conservative-branch requirement).
+- Audit-focused timeline integration so operator-vs-system decisions are visible.
+
+### Phase J routes
+
+- `GET /api/integrations/runs/{run_id}/decision-events`
+- `GET /api/integrations/runs/{run_id}/persona-compare`
+- `GET /api/integrations/persona-trends`
+- `GET /api/integrations/persona-trends/matrix`
+- `POST /api/integrations/runs/{run_id}/policy-check`
+- `GET /api/integrations/runs/{run_id}/audit-summary`
+- `GET /api/integrations/lineage/{root_run_id}/decision-audit`
+
+### Persona policy flags
+
+```bash
+AGENTORA_PERSONA_POLICY_ENABLED=false
+AGENTORA_PERSONA_POLICY_REQUIRE_DUAL_REVIEW_ON_HIGH_RISK=false
+AGENTORA_PERSONA_POLICY_BLOCK_EXPLORATORY_ON_HIGH_RISK=false
+AGENTORA_PERSONA_POLICY_REQUIRE_OVERRIDE_REASON=true
+AGENTORA_PERSONA_POLICY_REQUIRE_CONSERVATIVE_BRANCH_ON_HIGH_RISK=false
+```
+
+### Lifecycle
+
+Root Mission -> Persona Branches -> Recommendation -> Operator Decision -> Audit Trail -> Cross-Root Trends
+
+### Heuristic caveat
+
+Persona analytics, compare notes, and recommendations are operator aids only and are not objective truth.
+
+### Local demo steps
+
+1. Create persona branches from a root run.
+2. Apply shortlist/eliminate/override actions.
+3. Review decision events and audit summary.
+4. Run persona compare and policy-check panels.
+5. Inspect persona trends and persona×strategy matrix panels.

server/app/core/config.py

@@ -140,6 +140,12 @@ class Settings(BaseSettings):
     agentora_missions_sign_exports: bool = Field(default=False, alias='AGENTORA_MISSIONS_SIGN_EXPORTS')
     agentora_missions_export_signing_key: str = Field(default='', alias='AGENTORA_MISSIONS_EXPORT_SIGNING_KEY')
 
+    agentora_persona_policy_enabled: bool = Field(default=False, alias='AGENTORA_PERSONA_POLICY_ENABLED')
+    agentora_persona_policy_require_dual_review_on_high_risk: bool = Field(default=False, alias='AGENTORA_PERSONA_POLICY_REQUIRE_DUAL_REVIEW_ON_HIGH_RISK')
+    agentora_persona_policy_block_exploratory_on_high_risk: bool = Field(default=False, alias='AGENTORA_PERSONA_POLICY_BLOCK_EXPLORATORY_ON_HIGH_RISK')
+    agentora_persona_policy_require_override_reason: bool = Field(default=True, alias='AGENTORA_PERSONA_POLICY_REQUIRE_OVERRIDE_REASON')
+    agentora_persona_policy_require_conservative_branch_on_high_risk: bool = Field(default=False, alias='AGENTORA_PERSONA_POLICY_REQUIRE_CONSERVATIVE_BRANCH_ON_HIGH_RISK')
+
 
     @property
     def allowed_tool_names(self) -> set[str]:

server/app/integrations/schemas.py

@@ -281,6 +281,21 @@ class AlertEventRecord(BaseModel):
     created_at: datetime
 
 
+class OperatorDecisionEventRecord(BaseModel):
+    id: int
+    run_id: int
+    root_run_id: int
+    created_at: datetime
+    event_type: str
+    actor_type: str = 'operator'
+    previous_state_json: str = '{}'
+    new_state_json: str = '{}'
+    rationale: str = ''
+    related_persona_id: str = ''
+    related_strategy: str = ''
+    metadata_json: str = '{}'
+
+
 class ReplayDraftRequest(BaseModel):
     replay_kind: str = 'exact_replay'
     mission_title: str | None = None
@@ -427,6 +442,10 @@ class PortfolioDecisionRequest(BaseModel):
     note: str = ''
 
 
+class PersonaPolicyCheckRequest(BaseModel):
+    action: str = 'writeback'
+
+
 class LineageNode(BaseModel):
     id: int
     parent_run_id: int | None = None

server/app/models.py

@@ -429,6 +429,21 @@ class AlertEvent(SQLModel, table=True):
     created_at: datetime = Field(default_factory=datetime.utcnow)
 
 
+class OperatorDecisionEvent(SQLModel, table=True):
+    id: Optional[int] = Field(default=None, primary_key=True)
+    run_id: int
+    root_run_id: int
+    created_at: datetime = Field(default_factory=datetime.utcnow)
+    event_type: str
+    actor_type: str = 'operator'
+    previous_state_json: str = '{}'
+    new_state_json: str = '{}'
+    rationale: str = ''
+    related_persona_id: str = ''
+    related_strategy: str = ''
+    metadata_json: str = '{}'
+
+
 class IntegrationSetting(SQLModel, table=True):
     name: str = Field(primary_key=True)
     enabled: bool = False

server/app/routers/integrations.py

@@ -8,8 +8,8 @@
 from app.db import get_session
 from app.integrations.agentception_client import AgentCeptionClient
 from app.integrations.phios_client import IntegrationClientError, PhiOSClient
-from app.integrations.schemas import BranchSetCreateRequest, ContextPackRequest, DecisionStateRequest, LaunchMissionRequest, PersonaBranchSetCreateRequest, PortfolioDecisionRequest, PrepareMissionRequest, ReplayDraftRequest, ReplayLaunchRequest, SoftwareTaskRequest, WritebackRequest
-from app.models import IntegrationSetting, Message, Run
+from app.integrations.schemas import BranchSetCreateRequest, ContextPackRequest, DecisionStateRequest, LaunchMissionRequest, PersonaBranchSetCreateRequest, PersonaPolicyCheckRequest, PortfolioDecisionRequest, PrepareMissionRequest, ReplayDraftRequest, ReplayLaunchRequest, SoftwareTaskRequest, WritebackRequest
+from app.models import IntegrationRun, IntegrationSetting, Message, Run
 from app.services.adapters.integrations import statuses
 from app.services.integration_orchestrator import IntegrationOrchestrator
 
@@ -301,6 +301,21 @@ def integration_eliminate(run_id: int, payload: DecisionStateRequest, session: S
         raise HTTPException(status_code=400, detail=str(exc)) from exc
 
 
+
+@router.get('/api/integrations/lineage/{root_run_id}/decision-audit')
+def integration_lineage_decision_audit(root_run_id: int, session: Session = Depends(get_session)):
+    try:
+        descendants = IntegrationOrchestrator(session).get_descendants(root_run_id)
+        run_ids = [root_run_id] + [d['id'] for d in descendants]
+        events = []
+        for rid in run_ids:
+            events.extend(IntegrationOrchestrator(session).list_operator_decision_events(rid, limit=50))
+        events = sorted(events, key=lambda x: x.get('created_at', ''), reverse=True)
+        return {'root_run_id': root_run_id, 'events': events[:200]}
+    except IntegrationClientError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
 @router.get('/api/integrations/runs/{run_id}/provenance')
 def integration_provenance(run_id: int, session: Session = Depends(get_session)):
     try:
@@ -309,6 +324,41 @@ def integration_provenance(run_id: int, session: Session = Depends(get_session))
         raise HTTPException(status_code=400, detail=str(exc)) from exc
 
 
+@router.get('/api/integrations/runs/{run_id}/decision-events')
+def integration_decision_events(run_id: int, limit: int = 100, session: Session = Depends(get_session)):
+    try:
+        return {'events': IntegrationOrchestrator(session).list_operator_decision_events(run_id, limit=limit)}
+    except IntegrationClientError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@router.get('/api/integrations/runs/{run_id}/persona-compare')
+def integration_persona_compare(run_id: int, other_run_id: int | None = None, session: Session = Depends(get_session)):
+    try:
+        return IntegrationOrchestrator(session).get_persona_delta_compare(run_id, other_run_id)
+    except IntegrationClientError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
+@router.post('/api/integrations/runs/{run_id}/policy-check')
+def integration_policy_check(run_id: int, payload: PersonaPolicyCheckRequest, session: Session = Depends(get_session)):
+    row = IntegrationOrchestrator(session).get_run(run_id)
+    if not row:
+        raise HTTPException(status_code=404, detail='run not found')
+    real = session.get(IntegrationRun, run_id)
+    if not real:
+        raise HTTPException(status_code=404, detail='run not found')
+    return IntegrationOrchestrator(session).evaluate_persona_policy(real, action=payload.action)
+
+
+@router.get('/api/integrations/runs/{run_id}/audit-summary')
+def integration_audit_summary(run_id: int, session: Session = Depends(get_session)):
+    try:
+        return IntegrationOrchestrator(session).get_audit_summary(run_id)
+    except IntegrationClientError as exc:
+        raise HTTPException(status_code=400, detail=str(exc)) from exc
+
+
 @router.post('/api/integrations/runs/{run_id}/refresh')
 def integration_refresh(run_id: int, session: Session = Depends(get_session)):
     try:
@@ -384,6 +434,16 @@ def integration_persona_insights(root_run_id: int | None = None, session: Sessio
     return IntegrationOrchestrator(session).get_persona_performance_summary(root_run_id)
 
 
+@router.get('/api/integrations/persona-trends')
+def integration_persona_trends(window: str = '30d', repo: str | None = None, strategy: str | None = None, status: str | None = None, session: Session = Depends(get_session)):
+    return IntegrationOrchestrator(session).get_persona_trends(window=window, repo=repo, strategy=strategy, status=status)
+
+
+@router.get('/api/integrations/persona-trends/matrix')
+def integration_persona_matrix(window: str = '30d', repo: str | None = None, status: str | None = None, session: Session = Depends(get_session)):
+    return IntegrationOrchestrator(session).get_persona_strategy_matrix(window=window, repo=repo, status=status)
+
+
 @router.get('/api/integrations/cohorts')
 def integration_cohorts(
     group_by: str = 'repo',