ticket: add workflow policy cleanup tasks
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id: 20260607-224309-reduce-ticket-lifecycle-commit-noise
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slug: reduce-ticket-lifecycle-commit-noise
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title: Reduce Ticket lifecycle commit noise
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status: open
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kind: task
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priority: P2
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labels: [ticket, workflow, git, process, cleanup]
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workflow_state: intake
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created_at: 2026-06-07T22:43:09Z
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updated_at: 2026-06-07T22:43:09Z
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assignee: null
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legacy_ticket: null
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---
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## Background
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Recent Ticket-driven / multi-agent work has produced many small commits where most commits are Ticket record lifecycle events rather than implementation changes. A typical implemented Ticket currently creates commits such as:
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```text
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ticket: preflight ...
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ticket: delegate ...
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feat/fix: ...
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ticket: report implementation ...
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ticket: approve ...
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merge: ...
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ticket: close ...
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```
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This keeps a detailed audit trail, but it makes project history look noisy and overly fine-grained. Recent examples also include many one-off follow-up Ticket creation commits and automated Panel/Orchestrator record commits.
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The desired direction is to keep the Ticket audit trail, but reduce commit count by batching compatible Ticket record updates into fewer, more meaningful commits.
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## Goal
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Define and implement a lower-noise commit policy for Ticket lifecycle records produced by manual orchestration, Panel actions, Intake, and multi-agent workflows.
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## Requirements
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- Preserve git history as the authoritative timeline for Ticket records.
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- Reduce commit count caused by one-event-per-commit Ticket record updates.
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- Define which Ticket lifecycle events should be batched together.
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- Candidate batching policy:
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- Combine preflight + delegation into one `ticket: delegate ...` commit when done in one orchestration step.
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- Combine implementation report + reviewer approval into one `ticket: approve ...` commit when approval is known before committing the record.
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- Batch multiple newly discovered follow-up Tickets into one `ticket: add ... tasks` commit when created in the same conversation/decision burst.
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- Keep close commits separate when they move open -> closed and write `resolution.md`, unless a better policy is explicitly chosen.
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- Decide how automated Panel/Intake/Orchestrator Ticket updates should be committed or surfaced so they do not create excessive micro-commits.
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- Update relevant workflow docs/prompts so agents stop committing every single Ticket event mechanically.
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- Avoid losing important review/approval evidence; batching should change commit grouping, not remove Ticket thread events.
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- Avoid broad history rewriting as part of implementation unless explicitly requested.
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## Acceptance criteria
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- Workflows document the preferred lower-noise commit grouping for Ticket lifecycle events.
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- Agents following `/multi-agent-workflow`, `/worktree-workflow`, and Ticket role flows have clear guidance on when to batch Ticket records.
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- Ticket close / merge / approval evidence remains auditable in files.
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- Automated Panel/Intake/Orchestrator Ticket updates have a documented commit/dirty-state policy aligned with `define-ticket-action-commit-policy` or reference that ticket if it remains separate.
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- No implementation code changes are mixed with this policy update unless required for automation support.
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- `target/debug/yoi ticket doctor`, `cargo fmt --check`, and `git diff --check` pass.
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<!-- event: create author: LocalTicketBackend at: 2026-06-07T22:43:09Z -->
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## Created
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Created by LocalTicketBackend create.
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---
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---
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id: 20260607-225448-replace-intake-state-with-planning
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slug: replace-intake-state-with-planning
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title: Replace Ticket intake state with planning state
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status: open
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kind: task
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priority: P1
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labels: [ticket, workflow-state, orchestrator, panel, intake, planning]
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workflow_state: intake
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created_at: 2026-06-07T22:54:48Z
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updated_at: 2026-06-07T22:54:48Z
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assignee: null
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legacy_ticket: null
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---
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## Background
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The Ticket workflow state `intake` is currently used for more than initial intake. It also represents clarification, requirements synchronization, and preflight/planning work before a Ticket is implementation-ready.
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This naming is misleading in panel/orchestration flows:
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- A Ticket can be returned from Orchestrator routing because implementation requires preflight or requirements clarification.
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- Such a Ticket should go back to the planning/clarification lane, not appear as a brand-new intake item.
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- Current Orchestrator `preflight_needed` behavior can look like nothing happened because it may only comment and avoid starting coder Pods.
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- Users need a visible state/action that says the Ticket is under planning / needs planning work.
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Desired direction:
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- Remove `intake` as the user-facing workflow state name.
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- Replace it with a planning-oriented state such as `planning` or `under_planning`.
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- Orchestrator `preflight_needed` / requirements-sync-needed routing should return the Ticket to this planning state and notify any active Intake/Planning Pod if one exists.
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## Goal
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Rename/reframe Ticket `workflow_state = intake` into a planning-oriented state and make Orchestrator preflight-needed routing visibly return Tickets to that lane instead of silently stalling.
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## Requirements
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### State model / migration
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- Replace `intake` in the Ticket workflow-state model with a planning-oriented state name.
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- Candidate names: `planning`, `under_planning`, or another concise name chosen during implementation.
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- Prefer a name that communicates requirements clarification / preflight preparation, not only initial intake.
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- Define migration behavior for existing Tickets with `workflow_state: intake`.
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- Either migrate records to the new value or support legacy `intake` as an input alias with normalized output.
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- Update typed transition graph accordingly.
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- Existing start path becomes `planning -> ready -> queued -> inprogress -> done`.
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- Allow Orchestrator to route `queued` or `ready` back to `planning` when preflight/requirements sync is needed, with a reason.
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- Update CLI, Ticket tools, TUI panel, prompts, workflow docs, and tests that refer to `intake` as a workflow state.
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- Keep the Intake role name separate if still useful for the Pod/persona; this ticket is about workflow state naming and lane semantics.
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### Orchestrator preflight-needed behavior
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- When Orchestrator determines `preflight_needed` or requirements-sync-needed:
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- Do not start coder Pods.
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- Record a typed routing/state-change event with a clear reason.
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- Return the Ticket to the planning state, or otherwise ensure the planning lane visibly owns it.
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- Surface the reason in Panel/Ticket UI so the user can see why implementation did not start.
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- If a live/restorable Intake/Planning Pod claim exists for that Ticket, notify/send it the routing-back reason and requested planning/preflight action.
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- If no such Pod exists, Panel should show that planning/clarification/preflight attention is needed and provide the existing launch path.
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- Preserve auditability: the state transition and reason must be recorded in Ticket files/thread.
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### UI / terminology
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- Replace user-facing `intake` workflow-state labels in Panel and docs with the chosen planning-oriented label.
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- Clarify that this lane covers:
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- initial Ticket clarification;
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- requirements synchronization;
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- preflight preparation;
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- Orchestrator return-to-planning decisions.
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- Avoid confusing `Intake` role/profile naming with the workflow state if the role remains named Intake.
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## Non-goals
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- Do not redesign the entire Ticket workflow state machine beyond replacing/reframing `intake` and adding return-to-planning behavior.
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- Do not remove the Intake Pod role/profile unless a separate decision is made.
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- Do not implement arbitrary role registries.
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- Do not change implementation worktree/coder/reviewer mechanics except where Orchestrator routing needs to return to planning.
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## Acceptance criteria
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- New/updated Tickets use the planning-oriented workflow-state name instead of `intake`.
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- Existing `workflow_state: intake` Tickets are migrated or parsed compatibly and emitted in the new form according to the chosen policy.
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- Panel no longer presents the state as simply `intake`; it shows planning/clarification/preflight terminology.
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- Orchestrator `preflight_needed` routing produces a visible state/typed event and returns the Ticket to the planning lane.
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- A claimed live/restorable Intake/Planning Pod is notified when Orchestrator returns a Ticket for planning/preflight.
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- Without a claimed Pod, Panel clearly shows planning/preflight attention is needed and provides a launch path.
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- Tests cover state parsing/migration, transition graph, Panel action derivation, and Orchestrator return-to-planning behavior.
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- Relevant docs/workflows are updated.
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- `target/debug/yoi ticket doctor`, focused `cargo test` suites, `cargo fmt --check`, and `git diff --check` pass.
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<!-- event: create author: LocalTicketBackend at: 2026-06-07T22:54:48Z -->
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## Created
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Created by LocalTicketBackend create.
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---
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@ -8,7 +8,7 @@ priority: P2
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labels: [workflow, ticket, orchestrator, preflight, review]
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labels: [workflow, ticket, orchestrator, preflight, review]
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workflow_state: queued
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workflow_state: queued
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created_at: 2026-06-07T23:00:44Z
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created_at: 2026-06-07T23:00:44Z
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updated_at: 2026-06-07T23:03:58Z
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updated_at: 2026-06-07T23:08:01Z
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assignee: null
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assignee: null
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legacy_ticket: null
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legacy_ticket: null
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queued_by: workspace-panel
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queued_by: workspace-panel
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- Prompt/resource changes are required beyond workflow docs and need separate validation scope.
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- Prompt/resource changes are required beyond workflow docs and need separate validation scope.
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---
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<!-- event: decision author: hare at: 2026-06-07T23:08:01Z -->
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## Decision
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## Human decision: human-provided intent can satisfy preflight boundary for this policy cleanup
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This Ticket itself exists to relax over-eager preflight/planning gates. The current Orchestrator routed it as `preflight_needed` mainly because Intake recorded `needs_preflight: true` and risk flags such as `workflow-policy`, `orchestration-semantics`, `reviewer-handoff`, and `prompt-guidance`.
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That reaction is useful evidence for the problem this Ticket should fix: current guidance can mechanically classify workflow-policy changes as preflight-needed even when the human has already provided the intended boundary.
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For this Ticket, additional preflight is not required before implementation if the implementation follows this human decision:
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- Prioritize clarifying user/project intent over freezing implementation tactics early.
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- Leave bounded implementation-investigation latitude to the coder when the intent, constraints, and acceptance criteria are clear enough for review.
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- Reviewer should judge whether the implementation matches recorded intent, explicit constraints, acceptance criteria, and binding design decisions.
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- If a design approach/invariant is explicitly recorded by the human, Orchestrator, or Ticket thread, the coder must follow it or escalate/record a justified deviation.
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- Preflight remains mandatory when implementation would otherwise silently decide product/API/UX/authority-boundary questions or weaken explicit design constraints.
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- `needs_preflight: true` and risk flags should be treated as strong signals, not unconditional hard blockers, when a human decision has already supplied the missing policy boundary.
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Implementation should use this as the binding policy boundary and update workflow wording accordingly. Escalate only if the wording would weaken authority/product/API/design-boundary gates rather than narrowing unnecessary preflight churn.
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---
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