fix: exclude excellence proposals from compiled briefs

references/assets/orchestration/contract/task-v1.md

@@ -85,7 +85,7 @@ The front-matter `truth_basis` is mandatory and uses the same five fields as the
 
 ## Source references
 
-List stable source IDs and their task-local effect. Do not duplicate full specification prose.
+List stable source IDs and their task-local effect. Do not duplicate full specification prose. Source IDs are authoritative specification IDs only. Do not cite `EXC-*` excellence proposal IDs; rejected, deferred, and not-material proposals stay out of executor briefs.
 
 | ID | Source path | Task-local effect |
 | --- | --- | --- |

references/evals/orchestration/evals.json

@@ -516,6 +516,12 @@
       "prompt": "A completed executor result reports a green command but omits allocated INV/VAL identities, or reports incapable, contradictory, stale, wrong-boundary, failed, or unexecuted evidence.",
       "expected_output": "Blocks terminal closure, treats executor closure as corroboration rather than harness proof, and routes repair to the first owning task, plan, or specification while preserving optional task review and WOR-59 G9 separation.",
       "files": []
+    },
+    {
+      "id": 93,
+      "prompt": "A planner allocates source_ids: [EXC-001] for a deferred excellence proposal while compiling an implementation plan.",
+      "expected_output": "Rejects EXC-* proposal IDs as non-authoritative; planning and the compiled brief use only the stable requirement, constraint, interface, acceptance-criterion, or validation-target IDs that an accepted proposal projected to.",
+      "files": []
     }
   ],
   "v4_evals": [

scripts/orchestration/doctor.py

@@ -297,7 +297,13 @@ def cmd_doctor(args: argparse.Namespace) -> None:
         (
             skill_root / "orch-create-implementation-plan" / "SKILL.md",
             "orch-create-implementation-plan skill",
-            ["source-ID coverage", "dev-semantic-convergence", "context_mode: compiled-brief"],
+            [
+                "source-ID coverage",
+                "dev-semantic-convergence",
+                "context_mode: compiled-brief",
+                "EXC-*",
+                "executor briefs",
+            ],
         ),
         (
             skill_root / "orch-execute-plan" / "SKILL.md",

scripts/orchestration/execution_context.py

@@ -19,6 +19,7 @@
 
 SOURCE_ID_RE = re.compile(r"^[A-Z][A-Z0-9_-]*-\d+$")
 AUTH_ALIAS_RE = re.compile(r"^AUTH-\d{3}$")
+EXCELLENCE_PROPOSAL_RE = re.compile(r"^EXC-\d+$")
 SAFE_ID_RE = re.compile(r"^[A-Za-z0-9][A-Za-z0-9._-]*$")
 SENSITIVE_KEY_RE = re.compile(
     r"(?:^|[_-])(credential_values?|password|passwd|secret|api[_-]?key|access[_-]?token|private[_-]?key)(?:$|[_-])",
@@ -429,7 +430,7 @@ def _source_records(path: Path, body: str) -> dict[str, str]:
     records: dict[str, str] = {}
 
     def add(identifier: str, value: str) -> None:
-        if AUTH_ALIAS_RE.fullmatch(identifier):
+        if AUTH_ALIAS_RE.fullmatch(identifier) or EXCELLENCE_PROPOSAL_RE.fullmatch(identifier):
             return
         value = _strip_markup(value)
         if not value:
@@ -472,8 +473,16 @@ def _assert_no_credential_values(value: Any, context: str = "packet") -> None:
         raise SystemExit(f"Blocked credential-like value in {context}")
 
 
+def _assert_not_excellence_proposal_id(identifier: str, context: str) -> None:
+    if EXCELLENCE_PROPOSAL_RE.fullmatch(identifier):
+        raise SystemExit(
+            f"Non-authoritative source ID {identifier}: excellence proposal IDs are excluded from {context}"
+        )
+
+
 def _resolve_reference(value: Any, records: dict[str, str], source_paths: list[Path]) -> Any:
     if isinstance(value, str) and SOURCE_ID_RE.fullmatch(value):
+        _assert_not_excellence_proposal_id(value, "compiled briefs")
         if value not in records:
             sources = ", ".join(path.as_posix() for path in source_paths)
             raise SystemExit(f"Unresolved source ID {value}; searched: {sources}")
@@ -1798,6 +1807,7 @@ def _compile_task_brief(args: argparse.Namespace) -> tuple[Path, dict[str, Any]]
     if not source_ids:
         raise SystemExit(f"Task has no source_ids: {task_path}")
     for identifier in source_ids:
+        _assert_not_excellence_proposal_id(identifier, "compiled briefs")
         if not SOURCE_ID_RE.fullmatch(identifier) or identifier not in records:
             sources = ", ".join(path.as_posix() for path in source_paths)
             raise SystemExit(f"Unresolved source ID {identifier}; searched: {sources}")

skills/orch-create-implementation-plan/SKILL.md

@@ -7,7 +7,7 @@ description: 'Create executable WorkBundle plans, phases, and tasks from a verif
 
 ## Entry gate
 
-Plan only from a verified active specification with converged semantics, resolved blockers, stable source IDs, explicit knowledge disposition, and coherent repository evidence. Repair missing authority.
+Plan only from a verified active specification with converged semantics, resolved blockers, stable source IDs, explicit knowledge disposition, and coherent repository evidence. Repair missing authority. Compile only verified authoritative scope. Do not allocate `EXC-*` proposal IDs or rejected, deferred, or not-material excellence proposals as `source_ids`, task scope, or executor briefs. Accepted excellence work enters planning only through the stable requirement, constraint, interface, acceptance-criterion, or validation-target IDs it projected to.
 
 ## Planning workflow
 
@@ -75,6 +75,7 @@ Each mapped invariant carries `source_ids`, `boundary`, `oracle`, `capability_re
 Use `dev-semantic-convergence` with these lenses:
 
 - source-ID coverage;
+- non-authoritative excellence exclusion;
 - dependencies, task boundaries, and write scopes;
 - validation ownership;
 - rule, skill, and methodology allocation;

tests/test_orchestration_execution_context.py

@@ -844,6 +844,33 @@ def test_build_task_brief_fails_closed_for_missing_source_id_without_reading_kno
     assert not (root / ".work-bundle/runtime/execution/plan-001/task-004/task-brief.yaml").exists()
 
 
+def test_build_task_brief_fails_closed_for_excellence_proposal_source_id(tmp_path: Path) -> None:
+    root, spec, task = workspace(tmp_path)
+    spec.write_text(
+        spec.read_text(encoding="utf-8") + "- **EXC-001**: Deferred visual hierarchy improvement.\n",
+        encoding="utf-8",
+    )
+    task.write_text(task.read_text(encoding="utf-8").replace("TEST-004]", "TEST-004, EXC-001]"), encoding="utf-8")
+
+    with pytest.raises(SystemExit, match=r"EXC-001.*excellence proposal"):
+        build_task_brief(args(root, task))
+
+    assert not (root / ".work-bundle/runtime/execution/plan-001/task-004/task-brief.yaml").exists()
+
+
+def test_build_task_brief_omits_unallocated_excellence_proposal_text(tmp_path: Path) -> None:
+    root, spec, task = workspace(tmp_path)
+    spec.write_text(
+        spec.read_text(encoding="utf-8") + "- **EXC-001**: Deferred visual hierarchy improvement.\n",
+        encoding="utf-8",
+    )
+
+    packet = build_task_brief(args(root, task)).read_text(encoding="utf-8")
+
+    assert "EXC-001" not in packet
+    assert "Deferred visual hierarchy" not in packet
+
+
 def test_build_task_brief_reads_current_task_contract_sections(tmp_path: Path) -> None:
     root, _, task = workspace(tmp_path)
     content = task.read_text(encoding="utf-8")

tests/test_orchestration_skill_rule_boundary.py

@@ -104,6 +104,9 @@ def test_planner_allocates_methodology_capability_and_bounded_context() -> None:
         "earliest ordinary task",
         "cheaply falsify",
         "Do not add a risk score",
+        "EXC-",
+        "deferred",
+        "executor briefs",
     ]:
         assert token in text
 

tests/test_orchestration_workflow_contracts.py

@@ -395,11 +395,15 @@ def test_specification_contract_requires_bounded_excellence_applicability() -> N
         assert "measurable quality target" in text
         assert "further exploration could change none of those surfaces" in text
     assert "excellence-applicability view" in skill
+    plan_skill = read("skills/orch-create-implementation-plan/SKILL.md")
+    assert "EXC-*" in plan_skill or "EXC-" in plan_skill
+    assert "deferred" in plan_skill and "executor briefs" in plan_skill
     assert "user-visible request with no evidenced adjacent improvement" in evals
     assert "silently implements a deferred proposal" in evals
     assert "accepted proposal" in evals and "stable authoritative" in evals
     assert "universal product-quality checklist" in evals
     assert "related-but-non-material adjacent idea" in evals
+    assert "source_ids: [EXC-001]" in evals
 
 
 def test_planning_contract_allocates_evidence_capability() -> None:
@@ -799,6 +803,8 @@ def test_task_contract_compiles_methodology_capability_and_review() -> None:
         "verdict: pending",
         "Fresh task validation evidence exists",
         "acceptance_review.verdict",
+        "EXC-*",
+        "executor briefs",
     ]:
         assert token in contract