AGENTS.md: delegating work — task first, fork second; the rule that survives compaction

The cheat-sheet listed Fork first (with "balanced … default: exploration/
impl/test") and Task as the exception, and it lost to the fork tool's
self-recommending description every time it mattered (five of five fork
briefs in one 2026-09-17 session carried "do not"). This file is the one
copy of the rule in the SYSTEM PROMPT — the skill is gone after the first
compaction — so it now carries: the one discriminator (what the child
sees), task as the default for anything that writes or must obey a rule,
fork only for read-only exploration against this conversation or parallel
opinions, a three-question pre-flight before any fork(...), a copy-paste
minimal task(...) call with the roots contract (write_allowed ⊆ roots, never
nested in a watched root), and a note that fork-gate now enforces the split.

README: pi-task is now also the `task` tool (pi-extensions task.ts) with
fork-gate alongside; where the wrapper looks for this script.

pi-global-AGENTS.md

@@ -2,33 +2,61 @@
 
 ## Session start: load the pi-extensions skill
 
-If the `fork` and/or `recall` tools are present in your tool list (you are
-running inside the **pi** harness with the pi-fork / pi-observational-memory
-packages), **read `~/.agents/skills/pi-extensions/SKILL.md` before doing any
+If the `fork`, `task` and/or `recall` tools are present in your tool list (you
+are running inside the **pi** harness with the pi-fork / pi-extensions /
+pi-observational-memory packages), **read `~/.agents/skills/pi-extensions/SKILL.md` before doing any
 non-trivial work.** These extensions are routinely under-utilised when left to
 on-demand description matching; reading the skill up front fixes that.
 
-Core triggers (cheat-sheet — the skill has the full guidance):
+## Delegating work: `task` first, `fork` second
+
+Two ways to run a child agent. They differ in ONE thing, and it decides the
+quality of the result: **what the child sees.**
+
+- **`task`** (tool; wraps the `pi-task` CLI) — the child sees **only your spec**
+  (L0–L2: goal + named files + curated facts). Immutable spec, machine-checked
+  PASS/FAIL envelope, every root diffed before/after (a write outside
+  `write_allowed` FAILS), audit dir under `~/.pi/agent/pi-task/`. **Default for
+  any delegated work that changes files or must obey a rule.**
+- **`fork`** (tool) — the child inherits your **entire branch** (L4) with the
+  brief as its last message. Measured on this fleet: in a long session the
+  parent narrative outweighs the brief — forks ignored prohibitions, invented
+  quotes, answered in the user's voice, and left no audit trail (their temp dir
+  is deleted on exit). **Use only for read-only exploration that needs this
+  conversation's context, or N parallel opinions on one question.**
+
+Pre-flight before **any** `fork(...)` — one *yes* makes it a `task`:
+1. Does the brief say *do not / only / never / must not*?
+2. Will the child write, edit, commit or push anything?
+3. Do I want a PASS/FAIL I can check, rather than prose?
+
+The `fork` tool's own description recommends itself for "implementation"; it is
+wrong about that, and `fork-gate` (a `tool_call` hook) will block a fork whose
+brief trips the three questions and hand back the `task(...)` to make instead.
+This paragraph is in the system prompt and survives compaction; the skill does
+not — that is why the rule lives here.
+
+Minimal `task` call (`pi-task schema` lists every field):
+
+    task(id="slug", goal="…verbatim, the child has NO other context…",
+         deliverable="…exact shape wanted…", effort="fast|balanced|deep",
+         read_only=false,
+         roots=["/abs/repo/docs", "/abs/repo/src"],   # WATCHED, each diffed alone
+         write_allowed=["/abs/repo/docs"],            # exact subset of roots; never nested in a watched root
+         facts=["verified fact"], files=["/abs/path/to/read"])
+
+Result = the CLI report (verdict, problems, deliverable, evidence pointers,
+audit dir). Spot-check the pointers: the envelope proves shape, not truth.
+Tasks with overlapping roots run one at a time (the tool serialises them).
+Tiers: `fast`=haiku (mechanical/lookups), `balanced`=sonnet (default),
+`deep`=opus (architecture, security, ambiguous debugging).
+CLI fallback if the tool is missing: `/opt/pi-toolkit/bin/pi-task run <spec.json>`.
 
-- **Fork** (`fork(task=..., effort=fast|balanced|deep)`) when a subtask needs
-  reading many files you won't keep, runs in parallel, or is a well-scoped
-  one-shot whose detail would pollute the main thread. Tiers: `fast`=haiku
-  (mechanical/lookups), `balanced`=sonnet (default: exploration/impl/test),
-  `deep`=opus (architecture, security, ambiguous debugging). Always state
-  decision authority, pass verified context, specify the deliverable, ask for
-  an "unsure about" section. Don't fork trivial or iterative work.
-- **Task** (`pi-task`, a CLI at `/opt/pi-toolkit/bin/pi-task` — *not* a tool in
-  your list, you invoke it with bash) when the child must NOT inherit your
-  session: any brief containing a prohibition, anything needing a machine-checked
-  pass/fail envelope, a durable audit trail, or write-boundary enforcement over
-  named roots. Same ladder, different rung: `fork` is **L4** (child sees your
-  whole branch), `pi-task` is **L0–L2** (nothing / named files / curated facts).
-  Pick the lowest rung that can do the job. **L3** (truncated branch) is not built.
 - **Recall** (`recall(<12-char-hex-id>)`) before a load-bearing action (edit
   code, ship a change, assert a fact) that rests on a `[high]`/`[critical]`
   observation or a reflection you did not produce this turn. The compaction
   summary is lossy by design; one recall is cheap, redoing finished work is not.
   Not a search tool — you must already have the ID.
 
-For depth on tier selection, fork-brief design, boundary discipline, and the
+For depth on the context ladder, brief design, boundary discipline, and the
 observational-memory model, read the full skill.