Amr Gharbeia
d177a12469
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- Fix unbalanced parens in org-skill-policy.org (8 blocks) - Add org-skill-engineering-standards.lisp scaffolding - Add org-skill-self-fix.lisp helper - Add test runners and tool-permissions tests Note: Some fixes may be over-corrections. Full structural audit needed.
583 lines
22 KiB
Org Mode
583 lines
22 KiB
Org Mode
:PROPERTIES:
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:ID: 47425a43-2be0-423c-8509-22592cfe9c9e
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:CREATED: [2026-04-07 Tue 12:57]
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:EDITED: [2026-04-22 Wed 16:00]
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:END:
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#+TITLE: SKILL: System Policy
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#+STARTUP: content
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#+FILETAGS: :platform:policy:alignment:autonomy:
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* Overview
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The *Policy Skill* is the constitutional law of OpenCortex. It defines the non-negotiable constraints that every agentic action must satisfy before reaching the actuator layer.
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Unlike a passive manifesto, Policy is *enforced* by the Deterministic Engine. The LLM proposes; Policy verifies. If an action violates an invariant, Policy blocks it and returns an auditable explanation.
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** Why a Constitutional Approach?**
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AIs fail in two ways:
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1. *Underconstraint* - They do harmful things because no one told them not to
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2. *Overconstraint* - They refuse to act because every action triggers a warning
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OpenCortex solves this with a *hierarchy of invariants*:
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- Some invariants block absolutely (Transparency, Modularity)
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- Others warn but don't block (Autonomy debt, Sustainability debt)
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This allows the agent to be both *safe* and *usable*.
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** The Philosophical Foundation
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OpenCortex is not just software—it's a *personal operating system* designed for the 100-year horizon. The Memex must outlive:
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- Cloud services that get discontinued
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- Programming languages that fall out of fashion
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- Hardware platforms that become obsolete
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Therefore, Policy encodes not just rules, but *values*:
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- Radical Transparency → Auditability is non-negotiable
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- Autonomy → Dependency on proprietary systems is debt, not strength
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- Zero-Bloat → Complexity is cost, not feature
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- Modularity → The kernel must survive even if all skills fail
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- Mentorship → Teaching is the highest form of assistance
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- Sustainability → Offline capability is a feature, not a limitation
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* Package Context
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Every skill executes within its own jailed package namespace, inheriting core harness symbols while maintaining isolation from other skills.
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#+begin_src lisp :tangle ../library/gen/org-skill-policy.lisp
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(in-package :opencortex)
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#+end_src
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* The Override Hierarchy
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When two invariants conflict, resolution follows a strict priority order. This prevents the agent from freezing on ethical edge cases.
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| Priority | Invariant | Philosophy |
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|----------|-----------|------------|
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| 500 | Transparency | If you can't explain it, you can't do it |
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| 400 | Autonomy | Independence from proprietary control is the primary goal |
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| 300 | Zero-Bloat | Complexity must be earned, not imported |
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| 250 | Modularity | Complexity belongs at the edges, not the core |
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| 200 | Mentorship | Teaching increases capability; doing removes it |
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| 100 | Sustainability | Offline capability today enables 100-year survival |
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#+begin_src lisp :tangle ../library/gen/org-skill-policy.lisp
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(defvar *policy-invariant-priorities*
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'((:transparency . 500)
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(:autonomy . 400)
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(:bloat . 300)
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(:modularity . 250)
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(:mentorship . 200)
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(:sustainability . 100))
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"Priority alist for policy invariant conflict resolution.
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Higher numbers take precedence.
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When two invariants conflict, the higher priority wins.
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Example: Modularity (250) takes precedence over Mentorship (200),
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meaning a change that would fatten the harness is blocked
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even if it would be educational.")
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#+end_src
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* The Core Invariants
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** 1. Radical Transparency
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*The maxim: "If you can't explain it, you can't do it."*
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The agent's Thought Stream must be fully auditable. Hidden reasoning or obfuscated logic violates the system's core purpose: a transparent, comprehensible AI assistant.
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At the gate:
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- Every action must be a valid, inspectable data structure
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- Every user-facing action must carry an `:explanation`
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- Log messages must include the triggering invariant
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#+begin_src lisp :tangle ../library/gen/org-skill-policy.lisp
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(defun policy-check-transparency (action context)
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"Ensures the action is inspectable and user-facing actions carry an explanation.
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TRANSPARENCY CHECK:
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1. Action must be a valid plist (not opaque data)
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2. User-facing actions (:cli, :tui, :emacs) must include :explanation
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3. Heartbeat and handshake messages are exempt (they're system status)
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Returns the action if clean, or a blocking LOG event if violated."
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(declare (ignore context))
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;; Check 1: Action must be a valid plist
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(unless (listp action)
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(return-from policy-check-transparency
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(list :type :LOG
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:payload (list :level :error
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:text "POLICY [Transparency]: Action is not a valid plist. Rejected."))))
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(let* ((payload (getf action :payload))
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(target (or (getf action :target) (getf action :TARGET)))
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(explanation (or (getf payload :explanation)
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(getf payload :EXPLANATION)
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(getf payload :rationale)
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(getf payload :RATIONALE))))
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;; Check 2: User-facing actions require explanation
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(when (and (member target '(:cli :tui :emacs :EMACS :CLI :TUI))
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(not explanation)
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(not (member (getf payload :action)
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'(:handshake :heartbeat :status-update))))
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(return-from policy-check-transparency
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(list :type :LOG
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:payload (list :level :error
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:text "POLICY [Transparency]: User-facing action missing :explanation. Blocked.")))))
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action))
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#+end_src
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** 2. Autonomy Above All
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*The maxim: "Every dependency is debt."*
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Every action should increase the user's independence from centralized, proprietary platforms. When the system uses a proprietary API, it's logged as "autonomy debt"—acceptable tactically, but flagged for eventual replacement.
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#+begin_src lisp :tangle ../library/gen/org-skill-policy.lisp
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(defvar *proprietary-domain-watchlist*
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'("googleapis.com" "api.openai.com" "anthropic.com" "api.groq.com" "openrouter.ai")
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"Domains representing centralized, proprietary control.
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Actions targeting these are logged as autonomy debt, not hard-blocked.
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This is because tactical gateway usage (Telegram, Signal, OpenRouter)
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is permitted under the strategic mandate for autonomy.
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Strategic goal: Replace all proprietary APIs with local alternatives.
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Tactical reality: Use what's available while building toward that goal.")
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(defun policy-scan-proprietary-references (action)
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"Scans ACTION text fields for proprietary domain references.
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Searches in:
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- :text and :TEXT in payload
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- :cmd and :CMD in payload
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- :cmd in args (for shell tool calls)
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Returns the first matched domain, or NIL if clean."
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(let* ((payload (getf action :payload))
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(text (or (getf payload :text) (getf payload :TEXT) ""))
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(cmd (or (getf payload :cmd)
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(getf payload :CMD)
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(when (equal (getf payload :tool) "shell")
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(getf (getf payload :args) :cmd))
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""))
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(haystack (concatenate 'string text cmd)))
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(dolist (domain *proprietary-domain-watchlist* nil)
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(when (search domain haystack)
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(return domain)))))
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(defun policy-check-autonomy (action context)
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"Flags actions that reference proprietary domains.
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Does NOT block the action—this is a warning, not a veto.
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The agent can use proprietary services tactically, but must
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be aware that each usage is a step away from full autonomy.
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Returns a warning LOG if proprietary reference detected,
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or the original action if clean."
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(declare (ignore context))
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(let ((domain (policy-scan-proprietary-references action)))
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(if domain
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(progn
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(harness-log "POLICY [Autonomy]: Detected proprietary reference '~a'. Flagged for replacement." domain)
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;; Return a warning log but DO NOT block the action
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(list :type :LOG
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:payload (list :level :warn
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:text (format nil "Autonomy Debt: Action references proprietary domain '~a'. Consider a local alternative." domain)
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:original-action action)))
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action)))
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#+end_src
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** 3. Zero-Bloat Mandate
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*The maxim: "Complexity is cost, not feature."*
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The system harness must remain minimalist. "Just-in-case" code is a security vulnerability. Complexity must be earned through demonstrated need, not anticipation of future use.
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#+begin_src lisp :tangle ../library/gen/org-skill-policy.lisp
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(defvar *policy-max-skill-size-chars* 50000
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"Maximum recommended size for a skill file tangled from an Org note.
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This is a soft limit—the check warns but does not block.
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A large, well-documented skill is acceptable; a small, poorly-documented
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one that adds unnecessary complexity is not.")
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(defun policy-check-bloat (action context)
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"Warns if a :create-skill action exceeds the bloat threshold.
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Size alone is not proof of complexity—a 50KB skill that's well-designed
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is better than a 5KB skill that's spaghetti. This check flags for review,
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not automatic rejection.
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Returns a warning LOG if threshold exceeded, or original action if clean."
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(declare (ignore context))
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(let* ((payload (getf action :payload))
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(act (getf payload :action))
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(content (getf payload :content)))
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(when (and (eq act :create-skill)
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(stringp content)
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(> (length content) *policy-max-skill-size-chars*))
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(harness-log "POLICY [Bloat]: Proposed skill is ~a chars. Exceeds ~a char threshold."
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(length content) *policy-max-skill-size-chars*)
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(return-from policy-check-bloat
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(list :type :LOG
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:payload (list :level :warn
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:text (format nil "Bloat Warning: Proposed skill (~a chars) exceeds ~a char threshold. Review for earned complexity."
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(length content) *policy-max-skill-size-chars*)
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:original-action action))))
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action))
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#+end_src
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** 4. Modularity
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*The maxim: "The kernel must survive even if all skills fail."*
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Every system should be decomposed into a minimal, unbreakable core and hot-swappable capabilities. Complexity must live at the edges, never in the kernel.
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This is the most important invariant for system stability. If the harness grows fat, it becomes:
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- Harder to verify for security
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- Harder to debug when things go wrong
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- Harder to maintain across versions
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#+begin_src lisp :tangle ../library/gen/org-skill-policy.lisp
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(defvar *modularity-protected-paths*
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'("harness/" "opencortex.asd")
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"Paths that constitute the unbreakable core of the system.
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Any action targeting these paths must include a :modularity-justification
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explaining why the change cannot be implemented as a skill.
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The Thin Harness principle: What belongs in the harness?
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- Core signal processing (Perceive-Reason-Act loop)
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- Memory and persistence primitives
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- Protocol definition and validation
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- Skills register and dispatch
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What belongs in skills?
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- Policy and security
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- LLM integration
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- Domain-specific functionality
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- New actuators")
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(defun policy-check-modularity (action context)
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"Blocks modifications to the system's protected core unless justified.
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MODULARITY CHECK:
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1. If the action targets a protected path
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2. And no :modularity-justification is provided
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3. Then block with an explanation
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The justification should explain WHY the change cannot be a skill.
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Common valid reasons:
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- The change fixes a bug in the harness itself
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- The change adds a primitive that skills cannot implement
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- The change is required for security hardening
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Invalid reasons:
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- 'It's easier to modify the harness'
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- 'Skills are too slow'
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- 'I want to keep it all in one place'"
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(declare (ignore context))
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(let* ((payload (getf action :payload))
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(target-file (or (getf payload :file)
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(getf payload :filename)))
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(justification (or (getf payload :modularity-justification)
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(getf payload :MODULARITY-JUSTIFICATION))))
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(when (and target-file
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(some (lambda (path) (search path target-file))
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*modularity-protected-paths*)
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(not justification))
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(return-from policy-check-modularity
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(list :type :LOG
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:payload (list :level :error
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:text "POLICY [Modularity]: Modification to protected core path blocked. Provide :modularity-justification explaining why this cannot be a skill."
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:blocked-path target-file))))
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action))
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#+end_src
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** 5. Technical Mastery & Mentorship
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*The maxim: "Teaching is the highest form of assistance."*
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The agent's goal is not to "do it for the user," but to "empower the user." Every autonomous action must be explained at a level that increases the user's technical understanding.
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#+begin_src lisp :tangle ../library/gen/org-skill-policy.lisp
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(defvar *mentorship-required-actions*
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'(:create-skill :eval :modify-file :write-file :replace
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:rename-file :delete-file :shell :create-note)
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"Actions that trigger the Mentorship invariant.
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These are high-impact actions that should come with explanations
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not just for the user, but for future debugging and maintenance.")
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(defun policy-check-mentorship (action context)
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"Blocks high-impact actions that lack a mentorship note.
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MENTORSHIP CHECK:
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1. If the action is in *mentorship-required-actions*
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2. Or if the action calls shell/eval/repair-file tools
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3. Then require :mentorship-note explaining what and why
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The mentorship note should be:
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- Concise (1-2 sentences)
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- Educational (explain the principle, not just the action)
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- Actionable (help the user understand the outcome)"
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(declare (ignore context))
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(let* ((payload (getf action :payload))
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(act (or (getf payload :action)
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(getf action :action)))
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(note (or (getf payload :mentorship-note)
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(getf payload :MENTORSHIP-NOTE)))
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(target (or (getf action :target)
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(getf action :TARGET)))
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(tool (when (eq target :tool)
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(getf payload :tool))))
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(when (or (member act *mentorship-required-actions*)
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(member tool '("shell" "eval" "repair-file")))
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(unless note
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(return-from policy-check-mentorship
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(list :type :LOG
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:payload (list :level :error
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:text "POLICY [Mentorship]: High-impact action missing :mentorship-note. Explain what you are doing and why. Blocked.")))))
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action))
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#+end_src
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** 6. Long-Term Sustainability
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*The maxim: "Build for the 100-year horizon."*
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The Memex should be functional even when:
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- Internet is unavailable
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- Cloud services are discontinued
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- Hardware platforms change
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This means preferring local, energy-efficient architectures over cloud-dependent ones.
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#+begin_src lisp :tangle ../library/gen/org-skill-policy.lisp
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(defvar *cloud-only-backends* '(:openrouter :openai :anthropic :groq :gemini-api)
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"Backends requiring internet connection and external infrastructure.
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These are acceptable as fallbacks when local inference is unavailable,
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but should be logged as sustainability debt for tracking purposes.")
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(defun policy-check-sustainability (action context)
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"Logs sustainability debt when action relies on cloud-only infrastructure.
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Does NOT block—this is informational, not prohibitive.
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Cloud usage is acceptable tactically (when local models fail),
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but every cloud usage should be a conscious decision, not a default."
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(let* ((payload (getf context :payload))
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(backend (getf payload :backend))
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(provider (getf payload :provider)))
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(when (or (member backend *cloud-only-backends*)
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(member provider *cloud-only-backends*))
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(harness-log "POLICY [Sustainability]: Cloud provider '~a' used. Logged as sustainability debt."
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(or backend provider))
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(return-from policy-check-sustainability
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(list :type :LOG
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:payload (list :level :warn
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:text (format nil "Sustainability Debt: Reliance on cloud provider '~a'. Consider Ollama or local inference."
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(or backend provider))))))
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action)))
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#+end_src
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* Policy Explanation Engine
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When the policy gate blocks or modifies an action, it must tell the user *why*. This creates an auditable log of every policy decision.
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#+begin_src lisp :tangle ../library/gen/org-skill-policy.lisp
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(defun policy-explain (invariant-key message &optional original-action)
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"Formats a policy decision into an auditable explanation plist.
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INVARIANT-KEY is one of:
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:transparency, :autonomy, :bloat, :modularity, :mentorship, :sustainability
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MESSAGE is a human-readable string explaining the decision.
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ORIGINAL-ACTION is the action that was blocked or modified.
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Returns a REQUEST plist addressed to the original source,
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containing the explanation and original action for transparency."
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(list :type :REQUEST
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:target (or (ignore-errors
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(getf (getf original-action :meta) :source))
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:cli)
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:payload (list :action :message
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:text (format nil "[POLICY ~a] ~a" invariant-key message)
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:explanation (format nil "Invariant: ~a | Rationale: ~a"
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invariant-key message)
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:original-action original-action)))
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#+end_src
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* The Policy Gate
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** Running Invariant Checks
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#+begin_src lisp :tangle ../library/gen/org-skill-policy.lisp
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(defun policy-run-invariant-checks (action context)
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"Runs all invariant checks in priority order.
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Priority order (from *policy-invariant-priorities*):
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1. Transparency (500) - blocks non-transparent actions
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2. Autonomy (400) - warns on proprietary dependencies
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3. Bloat (300) - warns on oversized skills
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4. Modularity (250) - blocks unprotected core modifications
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5. Mentorship (200) - blocks unexplained high-impact actions
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6. Sustainability (100) - warns on cloud dependencies
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Returns:
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- The final action (possibly modified by checks)
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- A blocking LOG event (if any check returned :error level)
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- A warning wrapper (if checks returned :warn level but no blocks)"
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(let ((checks '(policy-check-transparency
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policy-check-autonomy
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policy-check-bloat
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policy-check-modularity
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policy-check-mentorship
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policy-check-sustainability)))
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(dolist (check-fn checks action)
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(let ((result (funcall check-fn action context)))
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;; If the check returned a LOG/EVENT, interpret it
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(when (and (listp result)
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(member (getf result :type) '(:LOG :EVENT)))
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(let ((level (getf (getf result :payload) :level)))
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(cond
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;; Hard block: error level stops processing immediately
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((eq level :error)
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(return-from policy-run-invariant-checks result))
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;; Soft warning: log but continue with original action
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(t
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(harness-log "~a" (getf (getf result :payload) :text)))))))))
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action))
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#+end_src
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|
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** Finding Engineering Standards
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|
|
|
#+begin_src lisp :tangle ../library/gen/org-skill-policy.lisp
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|
(defun policy-find-engineering-standards-gate ()
|
|
"Searches for the Engineering Standards gate across known jailed package names.
|
|
|
|
The standards skill may be in opencortex-contrib submodule,
|
|
so we search multiple possible package names with graceful fallback.
|
|
|
|
Returns the function symbol, or NIL if unavailable."
|
|
|
|
(dolist (pkg-name '(:opencortex.skills.org-skill-engineering-standards
|
|
:opencortex.skills.org-skill-engineering
|
|
:opencortex.skills.engineering-standards)
|
|
nil)
|
|
|
|
(let ((pkg (find-package pkg-name)))
|
|
(when pkg
|
|
(let ((sym (find-symbol "ENGINEERING-STANDARDS-GATE" pkg)))
|
|
(when (and sym (fboundp sym))
|
|
(return (symbol-function sym))))))))
|
|
#+end_src
|
|
|
|
** Main Policy Gate
|
|
|
|
#+begin_src lisp :tangle ../library/gen/org-skill-policy.lisp
|
|
(defun policy-deterministic-gate (action context)
|
|
"The main policy gate entry point.
|
|
|
|
This function is registered as the deterministic-fn for the policy skill.
|
|
It runs invariant checks, then delegates to engineering standards if loaded.
|
|
|
|
IMPORTANT: Never returns NIL silently. Always returns either:
|
|
- An action (possibly modified)
|
|
- A blocking LOG event with explanation
|
|
- A warning wrapper with explanation"
|
|
|
|
;; Step 1: Run invariant checks
|
|
(let ((current-action (policy-run-invariant-checks action context)))
|
|
|
|
;; Step 2: If an invariant blocked the action, stop here
|
|
(when (and (listp current-action)
|
|
(member (getf current-action :type) '(:LOG :EVENT))
|
|
(eq (getf (getf current-action :payload) :level) :error))
|
|
|
|
(return-from policy-deterministic-gate current-action))
|
|
|
|
;; Step 3: Delegate to Engineering Standards if loaded
|
|
(let ((eng-gate (policy-find-engineering-standards-gate)))
|
|
(when eng-gate
|
|
(setf current-action (funcall eng-gate current-action context))))
|
|
|
|
current-action))
|
|
#+end_src
|
|
|
|
* Skill Registration
|
|
|
|
#+begin_src lisp :tangle ../library/gen/org-skill-policy.lisp
|
|
(defskill :skill-policy
|
|
:priority 500
|
|
:trigger (lambda (ctx) (declare (ignore ctx)) t)
|
|
:probabilistic nil
|
|
:deterministic #'policy-deterministic-gate)
|
|
#+end_src
|
|
|
|
* Quick Reference
|
|
|
|
** Invariant Quick Reference
|
|
|
|
| Invariant | Blocks? | Trigger |
|
|
|-----------|---------|---------|
|
|
| Transparency | Yes | Missing `:explanation` on user-facing actions |
|
|
| Autonomy | No | Action references proprietary domain |
|
|
| Bloat | No | Skill file exceeds 50KB |
|
|
| Modularity | Yes | Modification to `harness/` without justification |
|
|
| Mentorship | Yes | High-impact action without `:mentorship-note` |
|
|
| Sustainability | No | Action uses cloud-only provider |
|
|
|
|
** Required Fields by Action Type
|
|
|
|
| Action | Required Field | Purpose |
|
|
|--------|---------------|---------|
|
|
| User message | `:explanation` | Transparency |
|
|
| Core modification | `:modularity-justification` | Modularity |
|
|
| Skill creation | `:mentorship-note` | Mentorship |
|
|
| File write | `:mentorship-note` | Mentorship |
|
|
|
|
* See Also
|
|
- [[file:org-skill-engineering-standards.org][Engineering Standards]] (if loaded in opencortex-contrib)
|
|
- [[file:../harness/act.org][Act Stage]] - Where Policy and Bouncer gates are invoked
|
|
- [[file:../harness/manifest.org][Manifest]] - The Thin Harness philosophy |