fix(FN-8785): ignore completed duplicate history

Fusion-Task-Id: FN-8785

.changeset/fn-8785-user-duplicate-history.md

@@ -0,0 +1,7 @@
+---
+"@runfusion/fusion": patch
+---
+
+summary: Ignore completed and archived tasks during duplicate detection while protecting active work.
+category: fix
+dev: Applies active-only duplicate matching consistently across task intake, planning, and recovery.

packages/core/src/__tests__/agent-prompts.test.ts

@@ -9,6 +9,7 @@ import {
   getTemplatesForRole,
   FUSION_RUNTIME_SELF_AWARENESS,
   TRIAGE_HEARTBEAT_PATROL_DISABLED_INSTRUCTION,
+  buildPlanningDuplicatePolicyInstruction,
 } from "../agents/agent-prompts.js";
 import { BUILTIN_CODING_WORKFLOW_IR } from "../workflows/builtin-coding-workflow-ir.js";
 import { BUILTIN_SEAM_PROMPTS, builtinSeamPrompt } from "../workflows/builtin-workflow-prompts.js";
@@ -22,6 +23,22 @@ import type { WorkflowIr } from "../workflows/workflow-ir-types.js";
 // ---------------------------------------------------------------------------
 
 describe("resolveAgentPrompt", () => {
+  it("treats completed matches as history for user-authored tasks", () => {
+    const instruction = buildPlanningDuplicatePolicyInstruction();
+
+    expect(instruction).toContain("Only active tasks can be duplicate blockers");
+    expect(instruction).toContain("done or archived");
+    expect(instruction).toContain("write a new plan");
+  });
+
+  it("treats completed matches as history for programmatic tasks too", () => {
+    const instruction = buildPlanningDuplicatePolicyInstruction();
+
+    expect(instruction).toContain("Only active tasks can be duplicate blockers");
+    expect(instruction).toContain("done or archived");
+    expect(instruction).toContain("write a new plan");
+  });
+
   it("returns the correct built-in prompt for executor when no config provided", () => {
     const result = resolveAgentPrompt("executor");
     expect(result).toBeTruthy();

packages/core/src/__tests__/duplicate-guard.test.ts

@@ -109,6 +109,54 @@ describe("runDeterministicDuplicateGuard", () => {
     result.releaseLock();
   });
 
+  it.each(["done", "archived"] as const)("ignores an exact match in %s", async (column) => {
+    const existing = mkTask({
+      id: "FN-1",
+      title: INPUT.title,
+      description: INPUT.description,
+      column,
+      source: { sourceType: "api", sourceMetadata: { contentFingerprint: "fp" } },
+    });
+    const { store } = makeStore([existing]);
+    vi.spyOn(store, "findRecentTasksByContentFingerprint").mockResolvedValueOnce([existing]);
+
+    const result = await runDeterministicDuplicateGuard(store, INPUT, { lockScope: "p-1" });
+
+    expect(result.action).toBe("proceed");
+    result.releaseLock();
+  });
+
+  it("ignores an exact match in a renamed complete column", async () => {
+    const existing = mkTask({
+      id: "FN-1",
+      title: INPUT.title,
+      description: INPUT.description,
+      column: "shipped",
+      source: { sourceType: "api", sourceMetadata: { contentFingerprint: "fp" } },
+    });
+    const { store } = makeStore([existing]);
+    vi.spyOn(store, "findRecentTasksByContentFingerprint").mockResolvedValueOnce([existing]);
+    const ir = {
+      version: "v2", id: "renamed-complete", name: "Renamed complete",
+      columns: [
+        { id: "todo", name: "Todo", traits: [{ trait: "hold", config: { release: "capacity" } }] },
+        { id: "shipped", name: "Shipped", traits: [{ trait: "complete" }] },
+      ],
+      nodes: [{ id: "start", kind: "start", column: "todo" }],
+      edges: [],
+    };
+    Object.assign(store, {
+      getTaskWorkflowSelectionAsync: vi.fn(async () => ({ workflowId: "renamed-complete", stepIds: [] })),
+      getTaskWorkflowSelection: vi.fn(() => ({ workflowId: "renamed-complete", stepIds: [] })),
+      getWorkflowDefinition: vi.fn(async () => ({ ir })),
+    });
+
+    const result = await runDeterministicDuplicateGuard(store, INPUT, { lockScope: "p-1" });
+
+    expect(result.action).toBe("proceed");
+    result.releaseLock();
+  });
+
   it("scopes exact duplicates to the creating parent task", async () => {
     const foreignSibling = mkTask({
       id: "FN-1",
@@ -246,6 +294,20 @@ describe("runDeterministicDuplicateGuard", () => {
 });
 
 describe("reconcileDeterministicDuplicate", () => {
+  it("does not archive new work against a completed sibling", async () => {
+    const canonicalTs = new Date(Date.now() - 2_000).toISOString();
+    const createdTs = new Date().toISOString();
+    const completed = mkTask({ id: "FN-1", title: INPUT.title, description: INPUT.description, column: "done", createdAt: canonicalTs, updatedAt: canonicalTs, source: { sourceType: "api", sourceMetadata: { contentFingerprint: "fp" } } });
+    const created = mkTask({ id: "FN-2", title: INPUT.title, description: INPUT.description, column: "todo", createdAt: createdTs, updatedAt: createdTs, source: { sourceType: "api", sourceMetadata: { contentFingerprint: "fp" } } });
+    const { store } = makeStore([completed, created]);
+    vi.spyOn(store, "findRecentTasksByContentFingerprint").mockResolvedValueOnce([completed, created]);
+
+    const result = await reconcileDeterministicDuplicate(store, { createdTask: created, fingerprint: "fp" });
+
+    expect(result).toEqual({ outcome: "kept", canonical: created });
+    expect(store.moveTask).not.toHaveBeenCalled();
+  });
+
   it("does not archive an identical task created by a different parent", async () => {
     const canonicalTs = new Date(Date.now() - 2_000).toISOString();
     const createdTs = new Date().toISOString();

packages/core/src/agents/agent-prompts.ts

@@ -279,7 +279,7 @@ Write a lean, executable PROMPT.md quickly. Preserve safety gates, but skip heav
 - Preserve required safety sections for bugs, workflow routing, forensic tasks, and decision-only work.
 
 ## Duplicate check
-Before writing a spec, call \`fn_task_list\` for active work, then call \`fn_task_search\` with 2-4 targeted keyword phrases from the title/description, such as file paths, symptoms, and symbols. For any likely match in \`done\` or \`archived\`, call \`fn_task_show\` and inspect it before deciding. If an existing task covers the same work, do not write a spec — but still write PROMPT.md, with its entire contents being the single line \`DUPLICATE: {existing-task-id}\` and nothing else. That file is how the duplicate is recorded; announcing it only in your reply leaves no plan behind and re-plans the task in a loop.
+Before writing a spec, call \`fn_task_list\` for active work, then call \`fn_task_search\` with \`includeDone: false\` and \`includeArchived: false\` for 2-4 targeted keyword phrases from the title/description, such as file paths, symptoms, and symbols. Do not search completed or archived work for duplicate candidates. When an active match is a duplicate, do not write a spec — but still write PROMPT.md, with its entire contents being the single line \`DUPLICATE: {existing-task-id}\` and nothing else. That file is how the duplicate is recorded; announcing it only in your reply leaves no plan behind and re-plans the task in a loop.
 
 ## Required PROMPT.md shape
 Write PROMPT.md with Original Description, Before → After Transformation, Mission, Dependencies, Context to Read First, File Scope, Steps, Documentation Requirements, Completion Criteria, Git Commit Convention, and Do NOT. Put \`## Original Description\` immediately after the title/\`Created\`/\`Size\` metadata with the operator's original task description copied **verbatim** (do not paraphrase). Put \`## Before → After Transformation\` next, before \`## Mission\`, with concise Before/After bullets: current state, target state, why it satisfies the user's request at a glance. In \`## Steps\`, every executable heading MUST use \`### Step N: <name>\` (e.g. \`### Step 1: Preflight\`). Do not write bare \`### Preflight\` / \`### Implementation\` headings, and do not add review-level, triage subtask, or proactive subtask headings.
@@ -548,9 +548,9 @@ Verified facts about this codebase's storage — cite these correctly so Plan Re
 - New Postgres migrations must be **registered explicitly** in \`packages/core/src/postgres/schema-applier.ts\` (version constant + bookkeeping check); a \`.sql\` file dropped in the migrations dir that is not wired there silently never runs.
 
 ## Duplicate check
-Before writing a spec, first call \`fn_task_list\` to see active tasks, then call \`fn_task_search\` with 2-4 distinct keyword phrases from the task title and description (for example file paths, error symptoms, and symbol names).
-For any likely match in \`done\` or \`archived\`, call \`fn_task_show\` to inspect details before deciding.
-If a task already covers the same work (even if worded differently), do not write a spec.
+Before writing a spec, first call \`fn_task_list\` to see active tasks, then call \`fn_task_search\` with \`includeDone: false\` and \`includeArchived: false\` for 2-4 distinct keyword phrases from the task title and description (for example file paths, error symptoms, and symbol names).
+Do not search completed or archived work for duplicate candidates.
+If an actionable task already covers the same work (even if worded differently), do not write a spec.
 Instead you MUST still write PROMPT.md, with its ENTIRE contents being this one line and nothing else:
 \`DUPLICATE: {existing-task-id}\`
 Writing that file IS how you report the duplicate. Reporting it only in your reply is not recorded:
@@ -581,7 +581,7 @@ Workflow policy can disable proactive oversized-task splitting for operators who
 ## Triage tools
 You have these extra tools during triage:
 - \`fn_task_list\` — list existing active tasks
-- \`fn_task_search\` — keyword search across tasks, including done and archived tasks
+- \`fn_task_search\` — keyword search across active tasks by default; history is opt-in for non-duplicate research
 - \`fn_task_show\` — inspect a task and its PROMPT.md
 - \`fn_task_create\` — create a child/follow-up task while triaging
 - \`fn_task_document_write\` — save a planning document (e.g., key="plan")
@@ -884,6 +884,12 @@ the changes into the assigned worktree.
 - **NEVER kill processes on port 4040.** Port 4040 is the production dashboard. If you need to test server endpoints, start a server on a different port (\`--port 0\` for random). If port 4040 is occupied, use a different port — do NOT kill the occupant. Issue REVISE if the executor kills or attempts to kill processes on port 4040.
 `;
 
+export function buildPlanningDuplicatePolicyInstruction(): string {
+  return `## Duplicate policy for this task
+
+Only active tasks can be duplicate blockers. A matching task in a done or archived column is historical evidence, not a duplicate verdict: inspect it for context, then write a new plan for the reported work or regression. Do not emit \`DUPLICATE: ...\` for completed or archived work.`;
+}
+
 /**
  * Base merger prompt text (without commit format instructions, which are
  * appended dynamically by the merger's buildMergeSystemPrompt function).

packages/core/src/duplicates/duplicate-guard.ts

@@ -1,6 +1,8 @@
 import type { Task } from "../types.js";
 import type { TaskStore } from "../store.js";
 import { computeContentFingerprint } from "./duplicate-detection.js";
+import { isNearDuplicateCanonicalInactive } from "./near-duplicate-canonical.js";
+import { resolveNearDuplicateCanonicalFlags } from "./near-duplicate-canonical-flags.js";
 import { resolveArchiveTargetForTask } from "../workflows/workflow-lifecycle-traits.js";
 
 /*
@@ -69,6 +71,19 @@ function matchesParentScope(task: Task, sourceParentTaskId?: string | null): boo
   return !sourceParentTaskId || task.sourceParentTaskId === sourceParentTaskId;
 }
 
+async function findActiveDuplicate(
+  store: TaskStore,
+  candidates: readonly Task[],
+  predicate: (task: Task) => boolean,
+): Promise<Task | undefined> {
+  for (const candidate of candidates) {
+    if (!predicate(candidate)) continue;
+    const flags = await resolveNearDuplicateCanonicalFlags(store, candidate);
+    if (!isNearDuplicateCanonicalInactive(candidate, flags)) return candidate;
+  }
+  return undefined;
+}
+
 export async function runDeterministicDuplicateGuard(
   store: TaskStore,
   input: { title?: string | null; description: string },
@@ -88,7 +103,7 @@ export async function runDeterministicDuplicateGuard(
         windowMs,
         includeArchived: false,
       });
-      const deterministicConflict = deterministicMatches.find((match) =>
+      const deterministicConflict = await findActiveDuplicate(store, deterministicMatches, (match) =>
         matchesParentScope(match, opts?.sourceParentTaskId) && !acknowledged.has(match.id),
       );
       if (deterministicConflict) {
@@ -140,7 +155,7 @@ export async function runDeterministicDuplicateGuard(
       windowMs,
       includeArchived: false,
     });
-    const deterministicConflict = deterministicMatches.find((match) =>
+    const deterministicConflict = await findActiveDuplicate(store, deterministicMatches, (match) =>
       matchesParentScope(match, opts.sourceParentTaskId) && !acknowledged.has(match.id),
     );
     if (deterministicConflict) {
@@ -179,7 +194,7 @@ export async function reconcileDeterministicDuplicate(
       includeArchived: false,
     });
 
-    const olderSibling = siblings.find((sibling) =>
+    const olderSibling = await findActiveDuplicate(store, siblings, (sibling) =>
       sibling.id !== args.createdTask.id
       && sibling.createdAt < args.createdTask.createdAt
       && matchesParentScope(sibling, args.sourceParentTaskId),

packages/core/src/duplicates/near-duplicate-canonical-flags.ts

@@ -0,0 +1,15 @@
+import type { TaskStore } from "../store.js";
+import { resolveColumnFlags } from "../workflows/trait-registry.js";
+import { resolveWorkflowIrForTask } from "../workflows/workflow-ir-resolver.js";
+
+/** Resolve a canonical task's own terminal-role flags, failing soft to legacy column ids. */
+export async function resolveNearDuplicateCanonicalFlags(
+  store: TaskStore,
+  canonical: { id: string; column?: string | null } | null | undefined,
+): Promise<ReturnType<typeof resolveColumnFlags> | undefined> {
+  if (!canonical?.column) return undefined;
+  const workflow = await resolveWorkflowIrForTask(store, canonical.id).catch(() => undefined);
+  if (!workflow || workflow.version !== "v2") return undefined;
+  const column = workflow.columns.find((candidate) => candidate.id === canonical.column);
+  return column ? resolveColumnFlags(column) : undefined;
+}

packages/core/src/index.gate.ts

@@ -88,6 +88,7 @@ export type { PromptConditionEvaluationResult } from "./plugins/plugin-prompt-co
 export { computePlanApprovalFingerprint, isPlanReviewSatisfied, resolvePlanApprovalRequired } from "./planner/plan-approval.js";
 export type { PlanApprovalMode } from "./planner/plan-approval.js";
 export { isActiveNearDuplicateColumn, isNearDuplicateCanonicalInactive } from "./duplicates/near-duplicate-canonical.js";
+export { resolveNearDuplicateCanonicalFlags } from "./duplicates/near-duplicate-canonical-flags.js";
 export type { NearDuplicateCanonicalState } from "./duplicates/near-duplicate-canonical.js";
 export * from "./tasks/frontend-ux-policy.js";
 export * from "./tasks/original-description-policy.js";
@@ -185,6 +186,7 @@ export * from "./mesh/mesh-task-replication.js";
 export * from "./mesh/shared-mesh-state.js";
 export {
   BUILTIN_AGENT_PROMPTS,
+  buildPlanningDuplicatePolicyInstruction,
   resolveAgentPrompt,
   buildTriageHeartbeatGuidance,
   buildConciseTriageHeartbeatGuidance,

packages/core/src/index.ts

@@ -96,6 +96,7 @@ export type { PromptConditionEvaluationResult } from "./plugins/plugin-prompt-co
 export { computePlanApprovalFingerprint, isPlanReviewSatisfied, resolvePlanApprovalRequired } from "./planner/plan-approval.js";
 export type { PlanApprovalMode } from "./planner/plan-approval.js";
 export { isActiveNearDuplicateColumn, isNearDuplicateCanonicalInactive } from "./duplicates/near-duplicate-canonical.js";
+export { resolveNearDuplicateCanonicalFlags } from "./duplicates/near-duplicate-canonical-flags.js";
 export type { NearDuplicateCanonicalState } from "./duplicates/near-duplicate-canonical.js";
 export { formatGitLabTrackedItemRef, isGitLabTrackingStale } from "./git/gitlab-tracking.js";
 export * from "./planner/planner-intervention.js";
@@ -213,6 +214,7 @@ export * from "./mesh/mesh-task-replication.js";
 export * from "./mesh/shared-mesh-state.js";
 export {
   BUILTIN_AGENT_PROMPTS,
+  buildPlanningDuplicatePolicyInstruction,
   resolveAgentPrompt,
   buildTriageHeartbeatGuidance,
   buildConciseTriageHeartbeatGuidance,

packages/dashboard/src/__tests__/routes-tasks-deterministic-dedup.test.ts

@@ -152,6 +152,64 @@ describe("task deterministic dedup", () => {
     expect((res.body as { details: { matches: Array<{ deterministic: boolean; id: string }> } }).details.matches[0]).toMatchObject({ deterministic: true, id: "FN-1" });
   });
 
+  it("allows a direct-user repeat of an exact completed task", async () => {
+    const { app, store, tasks } = buildApp([
+      mkTask({ id: "FN-1", title: TITLE, description: DESCRIPTION, column: "done", source: { sourceType: "api", sourceMetadata: { contentFingerprint: FINGERPRINT } } }),
+    ]);
+
+    const res = await performRequest(app, "POST", "/api/tasks", JSON.stringify({
+      title: TITLE,
+      description: DESCRIPTION,
+      source: { sourceType: "dashboard_ui" },
+    }), { "content-type": "application/json" });
+
+    expect(res.status).toBe(201);
+    expect((store.createTask as ReturnType<typeof vi.fn>)).toHaveBeenCalledTimes(1);
+    expect(tasks.find((task) => task.id !== "FN-1")?.column).toBe("todo");
+  });
+
+  it("still blocks a direct-user duplicate of active work", async () => {
+    const { app } = buildApp([
+      mkTask({ id: "FN-1", title: TITLE, description: DESCRIPTION, column: "todo", source: { sourceType: "api", sourceMetadata: { contentFingerprint: FINGERPRINT } } }),
+    ]);
+
+    const res = await performRequest(app, "POST", "/api/tasks", JSON.stringify({
+      title: TITLE,
+      description: DESCRIPTION,
+      source: { sourceType: "dashboard_ui" },
+    }), { "content-type": "application/json" });
+
+    expect(res.status).toBe(409);
+  });
+
+  it("allows a direct-user repeat of archived exact work", async () => {
+    const { app } = buildApp([
+      mkTask({ id: "FN-1", title: TITLE, description: DESCRIPTION, column: "archived", source: { sourceType: "api", sourceMetadata: { contentFingerprint: FINGERPRINT } } }),
+    ]);
+
+    const res = await performRequest(app, "POST", "/api/tasks", JSON.stringify({
+      title: TITLE,
+      description: DESCRIPTION,
+      source: { sourceType: "dashboard_ui" },
+    }), { "content-type": "application/json" });
+
+    expect(res.status).toBe(201);
+  });
+
+  it("allows a programmatic repeat of archived exact work", async () => {
+    const { app } = buildApp([
+      mkTask({ id: "FN-1", title: TITLE, description: DESCRIPTION, column: "archived", source: { sourceType: "api", sourceMetadata: { contentFingerprint: FINGERPRINT } } }),
+    ]);
+
+    const res = await performRequest(app, "POST", "/api/tasks", JSON.stringify({
+      title: TITLE,
+      description: DESCRIPTION,
+      source: { sourceType: "api" },
+    }), { "content-type": "application/json" });
+
+    expect(res.status).toBe(201);
+  });
+
   it("concurrent identical submissions keep one canonical row", async () => {
     const { app, tasks } = buildApp();
     const body = JSON.stringify({ title: TITLE, description: DESCRIPTION });

packages/dashboard/src/__tests__/routes-tasks-duplicate-check.test.ts

@@ -33,7 +33,9 @@ function buildApp(seed: Task[] = []) {
   const recordActivity = vi.fn().mockResolvedValue(undefined);
 
   const store: Partial<TaskStore> = {
-    searchTasks: vi.fn().mockImplementation(async () => tasks),
+    searchTasks: vi.fn().mockImplementation(async (_query: string, options?: { includeArchived?: boolean }) =>
+      options?.includeArchived ? tasks : tasks.filter((task) => task.column !== "archived"),
+    ),
     findRecentTasksByContentFingerprint: vi.fn().mockImplementation(async (fingerprint: string, options?: { windowMs?: number; includeArchived?: boolean }) => {
       const windowMs = Math.max(1, Math.min(300_000, Math.trunc(options?.windowMs ?? 60_000)));
       const cutoff = Date.now() - windowMs;
@@ -158,6 +160,23 @@ describe("task duplicate detection routes", () => {
     expect((res.body as { matches: unknown[] }).matches).toEqual([]);
   });
 
+  it.each(["done", "archived"] as const)("returns no dashboard warning for %s history", async (column) => {
+    const { app } = buildApp([
+      createTaskFixture({ id: "FN-11", title: "Duplicate warning", description: "Warn before task creation", column }),
+    ]);
+
+    const res = await performRequest(
+      app,
+      "POST",
+      "/api/tasks/duplicate-check",
+      JSON.stringify({ description: "Warn before task creation" }),
+      { "content-type": "application/json" },
+    );
+
+    expect(res.status).toBe(200);
+    expect((res.body as { matches: unknown[] }).matches).toEqual([]);
+  });
+
   it("POST /tasks returns 409 when duplicate exists without acknowledgement", async () => {
     const { app } = buildApp([
       createTaskFixture({ id: "FN-12", title: "Duplicate warning", description: "Warn before task creation", column: "todo" }),
@@ -284,9 +303,9 @@ describe("task duplicate detection routes", () => {
     expect(res.status).toBe(201);
   });
 
-  it("done tasks do not trigger conflict", async () => {
+  it.each(["done", "archived"] as const)("programmatic repeats of %s tasks do not trigger conflict", async (column) => {
     const { app } = buildApp([
-      createTaskFixture({ id: "FN-15", title: "Duplicate warning", description: "Warn before task creation", column: "done" }),
+      createTaskFixture({ id: "FN-15", title: "Duplicate warning", description: "Warn before task creation", column }),
     ]);
 
     const res = await performRequest(

packages/dashboard/src/__tests__/routes-tasks-explicit-duplicate-marker.test.ts

@@ -175,6 +175,42 @@ describe("routes /api/tasks explicit duplicate marker", () => {
     expect(tasks).toHaveLength(2);
   });
 
+  it("allows a user-authored task to reference a completed duplicate target", async () => {
+    const canonical = mkTask({ id: "FN-42", title: "Canonical", description: "Existing canonical task", column: "done" });
+    const { app, tasks } = buildApp([canonical]);
+    const res = await performRequest(app, "POST", "/api/tasks", JSON.stringify({
+      description: "DUPLICATE: FN-42",
+      source: { sourceType: "dashboard_ui" },
+    }), { "content-type": "application/json" });
+
+    expect(res.status).toBe(201);
+    expect(tasks).toHaveLength(2);
+  });
+
+  it("allows a programmatic task to reference a completed duplicate target", async () => {
+    const canonical = mkTask({ id: "FN-42", title: "Canonical", description: "Existing canonical task", column: "done" });
+    const { app, tasks } = buildApp([canonical]);
+    const res = await performRequest(app, "POST", "/api/tasks", JSON.stringify({
+      description: "DUPLICATE: FN-42",
+      source: { sourceType: "api" },
+    }), { "content-type": "application/json" });
+
+    expect(res.status).toBe(201);
+    expect(tasks).toHaveLength(2);
+  });
+
+  it("allows a task to reference a live archived duplicate target", async () => {
+    const canonical = mkTask({ id: "FN-42", title: "Canonical", description: "Existing canonical task", column: "archived" });
+    const { app, tasks } = buildApp([canonical]);
+    const res = await performRequest(app, "POST", "/api/tasks", JSON.stringify({
+      description: "DUPLICATE: FN-42",
+      source: { sourceType: "api" },
+    }), { "content-type": "application/json" });
+
+    expect(res.status).toBe(201);
+    expect(tasks).toHaveLength(2);
+  });
+
   it("does not block prose that merely mentions duplicate text", async () => {
     const canonical = mkTask({ id: "FN-42", title: "Canonical", description: "Existing canonical task", column: "todo" });
     const { app, tasks } = buildApp([canonical]);

packages/dashboard/src/__tests__/routes-tasks-near-duplicate.test.ts

@@ -30,8 +30,12 @@ function buildApp(seed: Task[]) {
   const tasks = [...seed];
   const runtimeLogger = { error: vi.fn(), warn: vi.fn(), info: vi.fn(), debug: vi.fn() };
   const store: Partial<TaskStore> = {
-    searchTasks: vi.fn().mockResolvedValue(tasks),
-    listTasks: vi.fn().mockResolvedValue(tasks),
+    searchTasks: vi.fn().mockImplementation(async (_query: string, options?: { includeArchived?: boolean }) =>
+      options?.includeArchived ? tasks : tasks.filter((task) => task.column !== "archived"),
+    ),
+    listTasks: vi.fn().mockImplementation(async (options?: { includeArchived?: boolean }) =>
+      options?.includeArchived ? tasks : tasks.filter((task) => task.column !== "archived"),
+    ),
     findRecentTasksByContentFingerprint: vi.fn().mockImplementation(async (fingerprint: string) =>
       tasks.filter((task) => task.source?.sourceMetadata?.contentFingerprint === fingerprint),
     ),
@@ -161,6 +165,32 @@ describe("routes /api/tasks near duplicate", () => {
     expect(tasks).toHaveLength(1);
   });
 
+  it.each(["done", "archived"] as const)("ignores a %s near-duplicate when the dashboard user creates the task", async (column) => {
+    vi.spyOn(core, "findDuplicateMatches").mockReturnValue([]);
+    const { app, tasks } = buildApp([{ ...reviewSeed, column }]);
+
+    const res = await performRequest(app, "POST", "/api/tasks", JSON.stringify({
+      ...reviewIncoming,
+      source: { sourceType: "dashboard_ui" },
+    }), { "content-type": "application/json" });
+
+    expect(res.status).toBe(201);
+    expect(tasks).toHaveLength(2);
+  });
+
+  it.each(["done", "archived"] as const)("ignores a %s near-duplicate from a programmatic source", async (column) => {
+    vi.spyOn(core, "findDuplicateMatches").mockReturnValue([]);
+    const { app, tasks } = buildApp([{ ...reviewSeed, column }]);
+
+    const res = await performRequest(app, "POST", "/api/tasks", JSON.stringify({
+      ...reviewIncoming,
+      source: { sourceType: "api" },
+    }), { "content-type": "application/json" });
+
+    expect(res.status).toBe(201);
+    expect(tasks).toHaveLength(2);
+  });
+
   it("acknowledgedDuplicates bypasses", async () => {
     const { app, tasks } = buildApp([routeSeed]);
     const res = await performRequest(app, "POST", "/api/tasks", JSON.stringify({ ...routeIncoming, acknowledgedDuplicates: ["FN-5144"] }), { "content-type": "application/json" });

packages/dashboard/src/routes/register-task-workflow-routes.ts

@@ -52,6 +52,8 @@ import {
   reconcileDeterministicDuplicate,
   extractIntentSignature,
   findNearDuplicates,
+  isNearDuplicateCanonicalInactive,
+  resolveNearDuplicateCanonicalFlags,
   isEphemeralAgent,
   parseExplicitDuplicateMarker,
   resolveWorkflowIrForTask,
@@ -756,6 +758,7 @@ function buildDuplicateQuery(title: string | undefined, description: string): st
 async function computeDuplicateMatches(
   scopedStore: TaskStore,
   input: { title?: string; description: string; limit?: number; threshold?: number },
+  classifyBlocker: (canonical: Pick<Task, "id" | "column" | "deletedAt">) => Promise<boolean>,
 ): Promise<DuplicateMatch[]> {
   const query = buildDuplicateQuery(input.title, input.description);
   if (query.length === 0) {
@@ -767,7 +770,12 @@ async function computeDuplicateMatches(
     includeArchived: false,
     limit: 20,
   });
-  const candidates: DuplicateCandidate[] = results.map((task) => ({
+  const eligibility = await Promise.all(results.map(async (task) => ({
+    task,
+    blocker: await classifyBlocker(task),
+  })));
+  const eligibleResults = eligibility.filter(({ blocker }) => blocker).map(({ task }) => task);
+  const candidates: DuplicateCandidate[] = eligibleResults.map((task) => ({
     id: task.id,
     title: task.title ?? "",
     description: task.description ?? "",
@@ -787,6 +795,14 @@ async function computeDuplicateMatches(
   );
 }
 
+async function isDuplicateBlocker(
+  store: TaskStore,
+  canonical: Pick<Task, "id" | "column" | "deletedAt">,
+): Promise<boolean> {
+  const flags = await resolveNearDuplicateCanonicalFlags(store, canonical);
+  return !isNearDuplicateCanonicalInactive(canonical, flags);
+}
+
 function buildReviewerAgentItemId(input: { index: number; reviewType: "plan" | "code"; step?: number; verdict?: string; createdAt?: string }): string {
   const stepPart = input.step ? `step-${input.step}` : "step-na";
   const verdictPart = (input.verdict ?? "unknown").toLowerCase();
@@ -1408,7 +1424,7 @@ export function registerTaskWorkflowRoutes(ctx: ApiRoutesContext, deps: TaskWork
         description: description.trim(),
         limit,
         threshold,
-      });
+      }, (canonical) => isDuplicateBlocker(scopedStore, canonical));
 
       res.json({ matches });
       return;
@@ -1576,6 +1592,15 @@ export function registerTaskWorkflowRoutes(ctx: ApiRoutesContext, deps: TaskWork
         source && typeof source === "object" && "sourceType" in source && typeof (source as { sourceType?: unknown }).sourceType === "string"
           ? source
           : { sourceType: "api" as const };
+      const duplicateBlockerVerdicts = new Map<string, Promise<boolean>>();
+      const classifyDuplicateBlocker = (canonical: Pick<Task, "id" | "column" | "deletedAt">): Promise<boolean> => {
+        const key = `${canonical.id}:${canonical.column}:${canonical.deletedAt ?? ""}`;
+        const existing = duplicateBlockerVerdicts.get(key);
+        if (existing) return existing;
+        const verdict = isDuplicateBlocker(scopedStore, canonical);
+        duplicateBlockerVerdicts.set(key, verdict);
+        return verdict;
+      };
 
       const requestedBranchMode = getBranchSelectionMode(branchSelection);
       const { branch: normalizedBranch, baseBranch: normalizedBaseBranch, sharedFeatureBranch } =
@@ -1668,7 +1693,11 @@ export function registerTaskWorkflowRoutes(ctx: ApiRoutesContext, deps: TaskWork
 
       let matchesAfterAckFilter: DuplicateMatch[] = [];
       try {
-        if (deterministicGuard.action === "duplicate" && deterministicGuard.existing) {
+        if (
+          deterministicGuard.action === "duplicate"
+          && deterministicGuard.existing
+          && await classifyDuplicateBlocker(deterministicGuard.existing)
+        ) {
           throw conflict("duplicate_candidates", {
             matches: [{
               id: deterministicGuard.existing.id,
@@ -1686,7 +1715,7 @@ export function registerTaskWorkflowRoutes(ctx: ApiRoutesContext, deps: TaskWork
           : await computeDuplicateMatches(scopedStore, {
               title: normalizedTitle,
               description: normalizedDescription,
-            });
+            }, classifyDuplicateBlocker);
         matchesAfterAckFilter = duplicateMatches.filter((match) => !acknowledgedDuplicateIds.includes(match.id));
         if (matchesAfterAckFilter.length > 0) {
           throw conflict("duplicate_candidates", { matches: matchesAfterAckFilter });
@@ -1715,11 +1744,17 @@ export function registerTaskWorkflowRoutes(ctx: ApiRoutesContext, deps: TaskWork
             const fullRows = await scopedStore.listTasks({ slim: false, includeArchived: false });
             const byId = new Map(fullRows.map((row) => [row.id, row]));
             const candidateMap = new Map<string, NearDuplicateCandidate>();
-            for (const row of candidateRows) {
+            const classifiedRows = await Promise.all(candidateRows.map(async (row) => {
+              const full = byId.get(row.id);
+              return { row, full, blocker: full ? await classifyDuplicateBlocker(full) : true };
+            }));
+            for (const { row, full, blocker } of classifiedRows) {
               if (acknowledgedDuplicateIds.includes(row.id)) {
                 continue;
               }
-              const full = byId.get(row.id);
+              if (!blocker) {
+                continue;
+              }
               candidateMap.set(row.id, {
                 id: row.id,
                 title: row.title ?? "",
@@ -1772,7 +1807,11 @@ export function registerTaskWorkflowRoutes(ctx: ApiRoutesContext, deps: TaskWork
           (explicitDuplicateMarker ? acknowledgedDuplicateIds.includes(explicitDuplicateMarker.canonicalId) : false);
         if (explicitDuplicateMarker && !explicitMarkerBypassed) {
           const canonical = await scopedStore.getTask(explicitDuplicateMarker.canonicalId).catch(() => null);
-          if (canonical && !canonical.deletedAt) {
+          if (
+            canonical
+            && !canonical.deletedAt
+            && await classifyDuplicateBlocker(canonical)
+          ) {
             try {
               // The intake guard runs before createTask, so there is no new task row yet.
               // Record against the canonical target to leave a traceable audit breadcrumb.
@@ -1898,6 +1937,10 @@ export function registerTaskWorkflowRoutes(ctx: ApiRoutesContext, deps: TaskWork
         fingerprint: bypassDuplicateCheck === true ? null : contentFingerprint,
         windowMs: 60_000,
         logger: runtimeLogger,
+        onDuplicate: async (canonical) =>
+          await classifyDuplicateBlocker(canonical)
+            ? "archive-created"
+            : "keep-created",
       });
         if (deterministicReconcile.outcome === "archived") {
           res.status(200).json(deterministicReconcile.canonical);

packages/engine/src/__tests__/agent-tools-delegation.test.ts

@@ -783,6 +783,40 @@ describe("createDelegateTaskTool", () => {
     });
   }
 
+  for (const [label, completeColumn] of [["DEFAULT", "done"], ["RENAMED", RENAMED_VOCAB.complete]] as const) {
+    it(`does not select a completed same-agent task as a defined-feature bootstrap canonical (${label} complete lane: ${completeColumn})`, async () => {
+      const completed = {
+        id: "FN-completed", title: "Bootstrap feature", description: "Bootstrap the hand-authored feature",
+        sourceAgentId: "agent-001", dependencies: [], column: completeColumn, steps: [], currentStep: 0,
+        log: [], createdAt: new Date().toISOString(), updatedAt: new Date().toISOString(),
+      } as Task;
+      const ir = lifecycleIr(RENAMED_VOCAB, "agent-tools-complete");
+      const store = createMockTaskStore({
+        listTasks: vi.fn().mockResolvedValue([completed]),
+        ...(label === "RENAMED"
+          ? {
+              getTaskWorkflowSelectionAsync: (async () => ({ workflowId: "agent-tools-complete", stepIds: [] })) as never,
+              getTaskWorkflowSelection: (() => ({ workflowId: "agent-tools-complete", stepIds: [] })) as never,
+              getWorkflowDefinition: (async (id: string) => (id === "agent-tools-complete" ? { ir } : undefined)) as never,
+            }
+          : {}),
+      });
+      const validate = vi.fn().mockResolvedValue(undefined);
+
+      const result = await createAgentTask(store, {
+        title: "Bootstrap feature",
+        description: "Bootstrap the hand-authored feature",
+        source: { sourceType: "api", sourceAgentId: "agent-001" },
+        preflightSameAgentDuplicate: true,
+        validateDuplicateCanonical: validate,
+      } as TaskCreateInput & { preflightSameAgentDuplicate: boolean; validateDuplicateCanonical: (task: Task) => Promise<void> });
+
+      expect(result.wasDuplicate).toBe(false);
+      expect(validate).not.toHaveBeenCalled();
+      expect(store.createTask).toHaveBeenCalledOnce();
+    });
+  }
+
   it("serializes three concurrent paraphrased creates from one parent", async () => {
     const tasks: Task[] = [];
     vi.mocked(taskStore.findRecentTasksBySourceParentTaskId).mockImplementation(async () => tasks);

packages/engine/src/__tests__/agent-tools-renamed-terminal-columns.test.ts

@@ -106,17 +106,12 @@ describe("agent task-discovery tools resolve the terminal lane by ROLE, not by i
     });
   }
 
-  it("fn_task_search still returns the finished card when includeDone is left at its default", async () => {
-    /*
-    The other direction, and the reason the helper is only invoked when `includeDone` is false: the tool
-    documents itself as searching "including done and archived tasks by default", which is what makes it
-    usable for duplicate detection. A conversion that filtered unconditionally would pass every case above.
-    */
+  it("fn_task_search omits the finished card when includeDone is left at its default", async () => {
     const { store } = fixture(RENAMED_VOCAB);
     const result = await createTaskSearchTool(store).execute("call-3", { query: "a" } as never);
 
-    expect(result.content[0].text).toContain("FN-9102");
-    expect(result.details).toMatchObject({ count: 3 });
+    expect(result.content[0].text).not.toContain("FN-9102");
+    expect(result.details).toMatchObject({ count: 2 });
   });
 
   it("falls back to the legacy terminal pair when the workflow cannot be resolved", async () => {

packages/engine/src/__tests__/reliability-interactions/explicit-duplicate-marker-sweep.test.ts

@@ -14,7 +14,7 @@ function duplicateStub(canonicalId: string): string {
 
 async function createPromptTask(
   fx: ReliabilityFixture,
-  input: { id: string; column: "triage" | "todo" | "in-review"; title?: string; prompt: string },
+  input: { id: string; column: "triage" | "todo" | "in-review"; title?: string; prompt: string; sourceType?: "api" | "dashboard_ui" },
 ) {
   /*
   FNXC:ExplicitDuplicateMarkerSweep 2026-07-16-11:25:
@@ -25,6 +25,7 @@ async function createPromptTask(
   const task = await fx.store.createTask({
     title: input.title ?? input.id,
     description: `${input.id} description`,
+    source: input.sourceType ? { sourceType: input.sourceType } : undefined,
   });
   if (input.column !== "triage") {
     await fx.store.moveTask(task.id, input.column);
@@ -121,6 +122,32 @@ const canRun = hasGit && hasPg;
     )).toBe(true);
   });
 
+  it.each([
+    ["dashboard user", "dashboard_ui", "needs-replan"],
+    ["programmatic source", "api", "needs-replan"],
+  ] as const)("handles a repeated inactive marker from a %s according to provenance", async (_label, sourceType, expectedStatus) => {
+    const fx = await makeReliabilityFixture({ settings: { taskPrefix: "FN", triageDuplicateResolution: "prompt" } });
+    fixtures.push(fx);
+
+    const canonical = await fx.store.createTask({ title: "Completed canonical", description: "canonical", column: "done" });
+    const duplicate = await createPromptTask(fx, { id: "FN-5302", column: "triage", prompt: duplicateStub(canonical.id), sourceType });
+    await fx.store.updateTask(duplicate.id, {
+      sourceMetadataPatch: {
+        nearDuplicateOf: canonical.id,
+        duplicateSource: "triage-marker",
+        nearDuplicateDismissed: true,
+        duplicateMarkerClearCount: 1,
+      },
+    });
+
+    await (fx.manager as any).resolveExplicitDuplicateMarkerTasks();
+
+    const updated = await fx.store.getTask(duplicate.id);
+    expect(updated.status).toBe(expectedStatus);
+    expect(updated.error ?? null).toBeNull();
+    expect(updated.sourceMetadata).toEqual(expect.objectContaining({ duplicateMarkerClearCount: 2 }));
+  });
+
   it.each([
     ["user pause", { userPaused: true, paused: true, pausedReason: "manual" }],
     ["implicit user pause", { paused: true, pausedReason: null }],

packages/engine/src/__tests__/triage-duplicate-search-regression.test.ts

@@ -32,7 +32,7 @@ const FAST_PLANNING_PROMPT = builtinSeamPrompt("planning-fast");
 /**
  * FN-4726 / FN-4734 / FN-4741: triage created repeated duplicate tasks after equivalent
  * work had already landed. FN-4774 fixed this by (1) exposing fn_task_search in triage,
- * (2) guiding the canonical triage policy prompt to search done/archived before creating, and
+ * (2) guiding the canonical triage policy prompt to search active work before creating, and
  * (3) preserving that guidance in FAST_PLANNING_PROMPT. FN-4815 pins this contract.
  */
 describe("FN-4815 triage duplicate-search regression", () => {
@@ -53,18 +53,20 @@ describe("FN-4815 triage duplicate-search regression", () => {
   it("standard prompt guidance keeps duplicate-search instructions", () => {
     expect(TRIAGE_POLICY_PROMPT).toContain("Duplicate check");
     expect(TRIAGE_POLICY_PROMPT).toContain("fn_task_search");
-    expect(TRIAGE_POLICY_PROMPT).toContain("including done and archived tasks");
+    expect(TRIAGE_POLICY_PROMPT).toContain("includeDone: false");
+    expect(TRIAGE_POLICY_PROMPT).toContain("includeArchived: false");
     expect(/Duplicate check[\s\S]{0,700}(done|archived)/i.test(TRIAGE_POLICY_PROMPT)).toBe(true);
   });
 
   it("fast prompt guidance keeps duplicate-search instructions", () => {
     expect(FAST_PLANNING_PROMPT).toContain("Duplicate check");
     expect(FAST_PLANNING_PROMPT).toContain("fn_task_search");
-    expect(FAST_PLANNING_PROMPT).toContain("For any likely match in `done` or `archived`");
+    expect(FAST_PLANNING_PROMPT).toContain("includeDone: false");
+    expect(FAST_PLANNING_PROMPT).toContain("includeArchived: false");
     expect(/Duplicate check[\s\S]{0,700}(done|archived)/i.test(FAST_PLANNING_PROMPT)).toBe(true);
   });
 
-  it("end-to-end duplicate discovery via fixture shows done match before create", async () => {
+  it("end-to-end duplicate discovery excludes done matches by default", async () => {
     const scenario = createTriageDuplicateScenario();
     const store = scenario.buildMockStore();
     const processor = new TriageProcessor(store, "/tmp/root");
@@ -82,11 +84,10 @@ describe("FN-4815 triage duplicate-search regression", () => {
 
     expect(store.searchTasks).toHaveBeenCalledWith(scenario.searchQuery, {
       slim: true,
-      includeArchived: true,
+      includeArchived: false,
       limit: 20,
     });
-    expect(output).toContain(`${scenario.doneTask.id} (done):`);
-    expect(output).toContain("(done)");
+    expect(output).not.toContain(`${scenario.doneTask.id} (done):`);
   });
 
   it("FN-4726/FN-4734: recently-merged done task touching register-session-diff-routes.ts surfaces via fn_task_search", async () => {

packages/engine/src/__tests__/triage-explicit-duplicate-marker.test.ts

@@ -54,11 +54,12 @@ describe("triage explicit duplicate marker short-circuit", () => {
 
   it("deletes the duplicate task and records explicit-marker activity", async () => {
     const canonical = createTask({ id: "FN-001", title: "Canonical task", column: "todo" });
+    const task = createTask();
     const store = createMockStore({
-      getTask: vi.fn().mockImplementation(async (id: string) => (id === canonical.id ? canonical : null)),
+      getTask: vi.fn().mockImplementation(async (id: string) => (id === canonical.id ? canonical : task)),
     });
 
-    await expect(runExplicitDuplicateMarker(store, createTask(), "DUPLICATE: FN-001\n", { ...settings, triageDuplicateResolution: "delete" })).resolves.toBe(true);
+    await expect(runExplicitDuplicateMarker(store, task, "DUPLICATE: FN-001\n", { ...settings, triageDuplicateResolution: "delete" })).resolves.toBe(true);
 
     expect((store as any).deleteTaskIf).toHaveBeenCalledWith("FN-002", expect.any(Function), expect.objectContaining({
       removeLineageReferences: true,
@@ -77,13 +78,31 @@ describe("triage explicit duplicate marker short-circuit", () => {
 
   it("flags and system-pauses duplicates by default instead of deleting", async () => {
     const canonical = createTask({ id: "FN-001", column: "todo" });
-    const store = createMockStore({ getTask: vi.fn().mockResolvedValue(canonical) });
-    await expect(runExplicitDuplicateMarker(store, createTask(), "DUPLICATE: FN-001\n")).resolves.toBe(true);
+    const task = createTask();
+    const store = createMockStore({
+      getTask: vi.fn().mockImplementation(async (id: string) => id === canonical.id ? canonical : task),
+    });
+    await expect(runExplicitDuplicateMarker(store, task, "DUPLICATE: FN-001\n")).resolves.toBe(true);
     expect(store.deleteTask).not.toHaveBeenCalled();
     expect(store.updateTask).toHaveBeenCalledWith("FN-002", expect.objectContaining({ paused: true, pausedReason: "duplicate-decision-required" }));
     expect(store.updateTask).toHaveBeenCalledWith("FN-002", expect.objectContaining({ sourceMetadataPatch: expect.objectContaining({ nearDuplicateOf: "FN-001", duplicateSource: "triage-marker" }) }));
   });
 
+  it("still pauses a user-authored task when the duplicate target is active", async () => {
+    const canonical = createTask({ id: "FN-001", column: "in-progress" });
+    const task = createTask({ sourceType: "dashboard_ui" });
+    const store = createMockStore({
+      getTask: vi.fn().mockImplementation(async (id: string) => id === canonical.id ? canonical : task),
+    });
+
+    await expect(runExplicitDuplicateMarker(store, task, "DUPLICATE: FN-001\n")).resolves.toBe(true);
+
+    expect(store.updateTask).toHaveBeenCalledWith("FN-002", expect.objectContaining({
+      paused: true,
+      pausedReason: "duplicate-decision-required",
+    }));
+  });
+
   it("keeps a marker duplicate by clearing its system pause for replanning", async () => {
     const canonical = createTask({ id: "FN-001", column: "todo" });
     const task = createTask();
@@ -135,7 +154,9 @@ describe("triage explicit duplicate marker short-circuit", () => {
     const task = createTask({
       sourceMetadata: { nearDuplicateOf: "FN-003", duplicateSource: "triage-marker", nearDuplicateDismissed: true },
     });
-    const store = createMockStore({ getTask: vi.fn().mockResolvedValue(canonical) });
+    const store = createMockStore({
+      getTask: vi.fn().mockImplementation(async (id: string) => id === canonical.id ? canonical : task),
+    });
 
     await expect(runExplicitDuplicateMarker(store, task, "DUPLICATE: FN-001\n")).resolves.toBe(true);
 
@@ -155,7 +176,7 @@ describe("triage explicit duplicate marker short-circuit", () => {
       sourceMetadata: { nearDuplicateOf: "FN-001", duplicateSource: "triage-marker", nearDuplicateDismissed: true },
     });
     const store = createMockStore({
-      getTask: vi.fn().mockResolvedValue(canonical),
+      getTask: vi.fn().mockImplementation(async (id: string) => id === canonical.id ? canonical : task),
       readTaskForMove: vi.fn().mockResolvedValue(task),
     });
 
@@ -198,7 +219,7 @@ describe("triage explicit duplicate marker short-circuit", () => {
     expect(store.deleteTask).not.toHaveBeenCalled();
   });
 
-  it("parks failed when an inactive DUPLICATE is re-emitted after dismissal (FN-8704 loop stop)", async () => {
+  it("replans programmatic work when an inactive DUPLICATE is re-emitted after dismissal", async () => {
     const task = createTask({
       sourceMetadata: {
         nearDuplicateOf: "FN-001",
@@ -217,12 +238,38 @@ describe("triage explicit duplicate marker short-circuit", () => {
     await expect(runExplicitDuplicateMarker(store, task, "DUPLICATE: FN-001\n")).resolves.toBe(true);
 
     expect(store.updateTask).toHaveBeenCalledWith("FN-002", expect.objectContaining({
-      status: "failed",
-      error: expect.stringContaining("DUPLICATE_REPLAN_EXHAUSTED"),
-      sourceMetadataPatch: expect.objectContaining({
+      status: "needs-replan",
+      error: null,
+      sourceMetadataPatch: expect.objectContaining({ duplicateMarkerClearCount: 2 }),
+    }));
+  });
+
+  it("replans a user-authored task when the planner re-emits a completed duplicate", async () => {
+    const task = createTask({
+      sourceType: "dashboard_ui",
+      sourceMetadata: {
         nearDuplicateOf: "FN-001",
+        duplicateSource: "triage-marker",
         nearDuplicateDismissed: true,
-      }),
+        duplicateMarkerClearCount: 1,
+      },
+    });
+    const store = createMockStore({
+      getTask: vi.fn().mockImplementation(async (id: string) =>
+        id === "FN-001" ? createTask({ id: "FN-001", column: "done" }) : task,
+      ),
+      readTaskForMove: vi.fn().mockResolvedValue(task),
+    });
+
+    await expect(runExplicitDuplicateMarker(store, task, "DUPLICATE: FN-001\n")).resolves.toBe(true);
+
+    expect(store.updateTask).toHaveBeenCalledWith("FN-002", expect.objectContaining({
+      status: "needs-replan",
+      error: null,
+      sourceMetadataPatch: expect.objectContaining({ duplicateMarkerClearCount: 2 }),
+    }));
+    expect(store.updateTask).not.toHaveBeenCalledWith("FN-002", expect.objectContaining({
+      status: "failed",
     }));
   });
 

packages/engine/src/__tests__/triage-planning-prompt-single-source.test.ts

@@ -117,6 +117,25 @@ async function captureBasePrompt(task: Task, store: TaskStore): Promise<string>
   return captured;
 }
 
+async function capturePromptLayers(task: Task, store: TaskStore): Promise<string> {
+  let captured = "";
+  mockCreateFnAgent.mockImplementationOnce(async (opts: any) => {
+    captured = JSON.stringify(opts.systemPromptLayers ?? opts.systemPrompt);
+    return {
+      session: {
+        state: {},
+        sessionManager: { getLeafId: vi.fn().mockReturnValue(null) },
+        prompt: vi.fn().mockResolvedValue(undefined),
+        dispose: vi.fn(),
+        navigateTree: vi.fn(),
+      },
+    };
+  });
+
+  await new TriageProcessor(store, "/tmp/root").specifyTask(task);
+  return captured;
+}
+
 const canonicalPlanningPrompt = resolvePlanningPromptFromIr(BUILTIN_CODING_WORKFLOW_IR)!;
 const renderedCanonicalPlanningPrompt = renderTriagePolicyPlaceholders(canonicalPlanningPrompt, {});
 const renderedDefaultTriagePrompt = renderTriagePolicyPlaceholders(resolveAgentPrompt("triage"), {});
@@ -200,6 +219,20 @@ describe("triage planning prompt single source", () => {
     await expect(captureBasePrompt(task, store)).resolves.toBe(renderedFastPlanningPrompt);
   });
 
+  it.each(["standard", "fast"] as const)("injects direct-user duplicate policy into the %s planning session", async (executionMode) => {
+    const task = createTask({ id: `FN-6232-USER-${executionMode}`, executionMode, sourceType: "dashboard_ui" });
+    const store = createStore(task);
+
+    await expect(capturePromptLayers(task, store)).resolves.toContain("Only active tasks can be duplicate blockers");
+  });
+
+  it("injects active-only duplicate policy into programmatic planning sessions", async () => {
+    const task = createTask({ id: "FN-6232-API", executionMode: "standard", sourceType: "api" });
+    const store = createStore(task);
+
+    await expect(capturePromptLayers(task, store)).resolves.toContain("Only active tasks can be duplicate blockers");
+  });
+
   it("uses a selected custom workflow planning prompt", async () => {
     const task = createTask({ id: "FN-6232-CUSTOM", executionMode: "standard" });
     const customPrompt = "custom workflow planning prompt";

packages/engine/src/__tests__/triage.test.ts

@@ -7664,7 +7664,7 @@ describe("TriageProcessor delegation tools", () => {
     expect(toolNames).not.toContain("fn_delegate_task");
   });
 
-  it("fn_task_search includes done tasks by default and searches with includeArchived true", async () => {
+  it("fn_task_search excludes done tasks by default and searches with includeArchived false", async () => {
     const store = createMockStore();
     (store.searchTasks as any).mockResolvedValue([
       {
@@ -7695,11 +7695,11 @@ describe("TriageProcessor delegation tools", () => {
 
     expect(store.searchTasks).toHaveBeenCalledWith("rebase diff", {
       slim: true,
-      includeArchived: true,
+      includeArchived: false,
       limit: 20,
     });
-    expect(text).toContain('Search results for "rebase diff" (2):');
-    expect(text).toContain("FN-100 (done): Fix rebase merge truncation");
+    expect(text).toContain('Search results for "rebase diff" (1):');
+    expect(text).not.toContain("FN-100 (done): Fix rebase merge truncation");
   });
 
   it("fn_task_search filters done tasks when includeDone is false", async () => {
@@ -7812,11 +7812,11 @@ describe("FN-4774 regression: triage duplicate detection over done/archived task
   });
 
   // Regression: FN-4774 (FN-4827 recovery; supersedes FN-4815) — see docs/triage-duplicate-detection-postmortem.md
-  it("canonical triage policy prompt guides agents to search done/archived before creating", () => {
+  it("canonical triage policy prompt guides agents to exclude done/archived duplicates", () => {
     // Standard prompt mentions fn_task_search in duplicate-check guidance
     expect(TRIAGE_POLICY_PROMPT).toContain("fn_task_search");
-    // The tool bullet list explicitly states it covers done and archived
-    expect(TRIAGE_POLICY_PROMPT).toContain("including done and archived tasks");
+    expect(TRIAGE_POLICY_PROMPT).toContain("includeDone: false");
+    expect(TRIAGE_POLICY_PROMPT).toContain("includeArchived: false");
     // Duplicate-check section co-locates fn_task_search with done/archived references
     expect(TRIAGE_POLICY_PROMPT).toContain("done");
     expect(TRIAGE_POLICY_PROMPT).toContain("archived");
@@ -7829,12 +7829,11 @@ describe("FN-4774 regression: triage duplicate detection over done/archived task
   });
 
   // Regression: FN-4774 (FN-4827 recovery; supersedes FN-4815) — see docs/triage-duplicate-detection-postmortem.md
-  it("FAST_PLANNING_PROMPT guides agents to search done/archived before creating", () => {
+  it("FAST_PLANNING_PROMPT guides agents to exclude done/archived duplicates", () => {
     // Fast prompt mentions fn_task_search
     expect(FAST_PLANNING_PROMPT).toContain("fn_task_search");
-    // Duplicate-check section references done and archived
-    expect(FAST_PLANNING_PROMPT).toContain("done");
-    expect(FAST_PLANNING_PROMPT).toContain("archived");
+    expect(FAST_PLANNING_PROMPT).toContain("includeDone: false");
+    expect(FAST_PLANNING_PROMPT).toContain("includeArchived: false");
     // Defensive regex: duplicate-check guidance must cross-reference fn_task_search with done/archived
     expect(
       /Duplicate check[\s\S]{0,600}fn_task_search[\s\S]{0,400}(done|archived)/i.test(
@@ -7844,7 +7843,7 @@ describe("FN-4774 regression: triage duplicate detection over done/archived task
   });
 
   // Regression: FN-4774 (FN-4827 recovery; supersedes FN-4815) — see docs/triage-duplicate-detection-postmortem.md
-  it("fn_task_search returns done-column results by default", async () => {
+  it("fn_task_search excludes done-column results by default", async () => {
     const store = createMockStore();
     (store.searchTasks as any).mockResolvedValue([
       {
@@ -7868,15 +7867,13 @@ describe("FN-4774 regression: triage duplicate detection over done/archived task
     });
     const text = result.content[0].text;
 
-    // searchTasks is called with includeArchived: true (includeDone is a post-filter, not passed to searchTasks)
+    // searchTasks excludes archived rows and completed rows are filtered after lookup.
     expect(store.searchTasks).toHaveBeenCalledWith("rebase truncation", {
       slim: true,
-      includeArchived: true,
+      includeArchived: false,
       limit: 20,
     });
-    // Done results surface in output with the (done): column label
-    expect(text).toContain("FN-DONE");
-    expect(text).toContain("(done):");
+    expect(text).not.toContain("FN-DONE");
   });
 });
 

packages/engine/src/agent-tools.ts

@@ -1250,7 +1250,7 @@ async function findDefinedFeatureBootstrapDuplicate(
   this path — on a renamed archive lane an archived sibling became a bootstrap canonical, and
   `claimDefinedFeatureTask` then rejects the non-live row, so the claim fails outright.
   */
-  const isArchivedCandidate = await resolveArchivedColumnsForTasks(store, candidates);
+  const isTerminalCandidate = await resolveTerminalColumnsForTasks(store, candidates);
   const matches = findSameAgentDuplicates({
     title: input.title,
     description: input.description,
@@ -1263,7 +1263,7 @@ async function findDefinedFeatureBootstrapDuplicate(
     task boundary. An archived sibling cannot be a bootstrap canonical because
     claimDefinedFeatureTask rejects non-live task rows.
     */
-    if (Number.isNaN(createdAt) || task.deletedAt || isArchivedCandidate(task)) return [];
+    if (Number.isNaN(createdAt) || task.deletedAt || isTerminalCandidate(task)) return [];
     return [{
       id: task.id,
       title: task.title ?? "",
@@ -1352,31 +1352,6 @@ export async function resolveTerminalColumnsForTasks(
   return (task: Task) => terminalByTaskId.get(task.id)?.has(task.column) === true;
 }
 
-/**
- * MEMBERSHIP over the `archived` role for a fixed task set, unioned with the legacy id.
- *
- * Split from `resolveTerminalColumnsForTasks` rather than parameterised: the two callers ask genuinely
- * different questions — "is this finished?" (complete OR archived) versus "is this archived?" — and
- * collapsing them would make an archived-only guard also reject completed rows.
- */
-async function resolveArchivedColumnsForTasks(
-  store: TaskStore,
-  tasks: readonly Task[],
-): Promise<(task: Task) => boolean> {
-  const cache = new Map<string, Awaited<ReturnType<typeof fusionCore.resolveWorkflowIrForTask>>>();
-  const archivedByTaskId = new Map<string, ReadonlySet<string>>();
-  for (const task of tasks) {
-    if (archivedByTaskId.has(task.id)) continue;
-    const columns = new Set<string>(["archived"]);
-    try {
-      const ir = await fusionCore.resolveWorkflowIrForTask(store, task.id, cache);
-      if (ir) for (const id of fusionCore.columnsWithFlag(ir, "archived")) columns.add(id);
-    } catch { /* degraded: legacy id only */ }
-    archivedByTaskId.set(task.id, columns);
-  }
-  return (task: Task) => archivedByTaskId.get(task.id)?.has(task.column) === true;
-}
-
 export async function createAgentTask(
   store: TaskStore,
   input: TaskCreateInput,
@@ -1467,11 +1442,12 @@ export async function createAgentTask(
       try {
         const acknowledged = new Set(options?.acknowledgedDuplicates ?? []);
         const candidates = await store.findRecentTasksBySourceParentTaskId(sourceParentTaskId);
+        const isTerminalCandidate = await resolveTerminalColumnsForTasks(store, candidates);
         const matches = findSameAgentDuplicates({
           title: input.title,
           description: input.description,
           sourceParentTaskId,
-        }, candidates.map((candidate) => ({
+        }, candidates.filter((candidate) => !isTerminalCandidate(candidate)).map((candidate) => ({
           id: candidate.id,
           title: candidate.title ?? "",
           description: candidate.description,
@@ -1816,8 +1792,8 @@ export function createTaskSearchTool(store: TaskStore): ToolDefinition {
     name: "fn_task_search",
     label: "Search Tasks",
     description:
-      "Keyword search across tasks, including done and archived tasks by default. " +
-      "Use for duplicate detection and work discovery before filing new tasks.",
+      "Keyword search across active tasks by default. " +
+      "Done and archived history is opt-in and must not be used for duplicate detection.",
     parameters: taskSearchParams,
     execute: async (_id: string, params: Static<typeof taskSearchParams>) => {
       const query = params.query.trim();
@@ -1830,10 +1806,10 @@ export function createTaskSearchTool(store: TaskStore): ToolDefinition {
       const limit = Math.min(50, Math.max(1, Math.floor(params.limit ?? 20)));
       const results = await store.searchTasks(query, {
         slim: true,
-        includeArchived: params.includeArchived ?? true,
+        includeArchived: params.includeArchived ?? false,
         limit,
       });
-      const includeDone = params.includeDone ?? true;
+      const includeDone = params.includeDone ?? false;
       const isTerminalResult = includeDone ? undefined : await resolveTerminalColumnsForTasks(store, results);
       const filtered = includeDone ? results : results.filter((task) => !isTerminalResult!(task));
       const lines = filtered.map(formatTaskSummaryLine);

packages/engine/src/duplicate-marker-clear.ts

@@ -8,9 +8,8 @@
  * FS-fails, and storms (observed on FN-8704 / inactive FN-8676).
  *
  * FNXC:NearDuplicateDetection 2026-08-02-00:46:
- * First clear of an inactive/dismissed-id marker gets one needs-replan chance.
- * A second DUPLICATE write for the same already-dismissed canonical parks failed
- * (DUPLICATE_REPLAN_EXHAUSTED) so triage stops re-admitting the card forever.
+ * Inactive/dismissed-id markers are cleared for replanning because completed and archived work is
+ * historical context, never an actionable duplicate, regardless of task provenance.
  */
 
 /** Log action picked up by triage's needs-replan feedback scanner. */

packages/engine/src/self-healing.ts

@@ -31,6 +31,7 @@ import { readFile } from "node:fs/promises";
 import { tmpdir } from "node:os";
 import { isAbsolute, join, relative, resolve } from "node:path";
 import { type TaskMoveLanes, resolveColumnFlags, IN_REVIEW_STALL_DEADLOCK_LOG_PREFIX, IN_REVIEW_STALL_LOG_PREFIX, IN_REVIEW_STALL_TERMINAL_LOG_PREFIX, allowsAutoMergeProcessing, resolveEffectiveAutoMerge, countRecentIdenticalStallEntries, detectDependencyCycle, detectSelfDefeatingDependency, evaluateNoCommitsNoOpFinalize, evaluateCompletedPromotionFailureProvenance, evaluateSkipBypassTaint, getInReviewStalledSignal, getInReviewStallReason, getPrimaryPrInfo, getStalePausedReviewSignal, getStalePausedTodoSignal, getTaskHardMergeBlocker, getTaskMergeBlocker, isEphemeralAgent, isMergeRequestContractShadowEnabled, isWorkspaceTask, isSharedBranchGroupMemberIntegration, isNearDuplicateCanonicalInactive, parseExplicitDuplicateMarker, flagTriageDuplicate, isTriageDuplicateKeepAcknowledged, resolveMaxAutoMergeRetries, resolveOptionalStepRevisionBudget, resolveOptionalReviewRevisionBudget, getBuiltinWorkflow, isBuiltinWorkflowId, resolveWorkflowIrForTask, resolveWorkflowIrForTaskWithProvenance, resolveReboundTarget, resolveReboundTargetForTask, resolveArchiveTargetForTask, columnsWithFlag, resolveLifecycleColumns, resolveTaskLifecycleColumns, workflowHasColumn, planLegacyAdoption, resolveOrphanedPendingStepResults, classifyReviewLease, PLAN_REVIEW_LEASE_STALENESS_MS, DEFAULT_MAX_POST_REVIEW_FIXES, ACTIVE_WORKFLOW_WORK_ITEM_STATES, AWAITING_APPROVAL_PAUSE_REASON, type Agent, type AgentStore, type ChatStore, type MessageStore, type TaskStore, type Settings, type Task, type MergeDetails, type TaskPriority, type MergeResult, type WorkflowStepResult, type WorkflowIr,
+  resolveNearDuplicateCanonicalFlags,
   LEGACY_COLUMN_IDS_BY_ROLE,
   TERMINAL_ROLES,
   resolveProjectColumnsForRoles,
@@ -846,34 +847,6 @@ function hasTerminalInvalidDoneTransition(task: Pick<Task, "error">): boolean {
 /** Sentinel for a workflow selection whose READ failed, distinct from "no selection". */
 const UNREADABLE_WORKFLOW_SELECTION = "\u0000unreadable-workflow-selection";
 
-/*
-FNXC:WorkflowResolvedColumns 2026-07-30-04:10:
-The canonical's OWN resolved column flags, for `isNearDuplicateCanonicalInactive`.
-
-Omitted, that predicate falls back to the legacy `done`/`archived` ids, so on a renamed board a
-canonical that has SHIPPED reads as still ACTIVE. Every "the canonical is inactive, so clear the
-marker" branch below then fails to fire, and FN-8356's fix — inactive canonicals flow through marker
-cleanup rather than parking the card — is inert. The card keeps its "Needs your decision" badge
-pointing at work that finished days ago, and no decision can ever resolve it.
-
-Module-private rather than shared: `findColumn` is already duplicated this way in hold-release.ts,
-merge-trait.ts, and workflow-capacity.ts, so this follows the established shape instead of adding a
-cross-module helper for it.
-
-`undefined` on any failure is deliberate — it degrades to the legacy id rather than to absent traits
-that match nothing.
-*/
-async function resolveNearDuplicateCanonicalFlags(
-  store: TaskStore,
-  canonical: { id: string; column?: string | null } | null | undefined,
-): Promise<ReturnType<typeof resolveColumnFlags> | undefined> {
-  if (!canonical?.column) return undefined;
-  const ir = await resolveWorkflowIrForTask(store, canonical.id).catch(() => undefined);
-  if (!ir || ir.version !== "v2") return undefined;
-  const column = ir.columns.find((candidate) => candidate.id === canonical.column);
-  return column ? resolveColumnFlags(column) : undefined;
-}
-
 export class SelfHealingManager extends SelfHealingGitEvidence {
   // ── Auto-unpause state ──────────────────────────────────────────────
   private unpauseTimer: ReturnType<typeof setTimeout> | null = null;
@@ -14506,16 +14479,12 @@ const movedTask = await this.store.moveTask(task.id, completeLane);
               const priorClearCount = typeof task.sourceMetadata?.duplicateMarkerClearCount === "number"
                 ? task.sourceMetadata.duplicateMarkerClearCount
                 : 0;
-              const alreadyDismissed = isTriageDuplicateKeepAcknowledged(task.sourceMetadata, marker.canonicalId);
-              const exhausted = alreadyDismissed || priorClearCount >= 1;
-              const patch = exhausted
-                ? buildMarkerExhaustedFailedTaskPatch(marker.canonicalId, priorClearCount)
-                : buildMarkerClearedReplanTaskPatch(marker.canonicalId, priorClearCount);
+              const patch = buildMarkerClearedReplanTaskPatch(marker.canonicalId, priorClearCount);
               await this.store.updateTask(task.id, patch);
               if (typeof this.store.logEntry === "function") {
                 await Promise.resolve(this.store.logEntry(
                   task.id,
-                  exhausted ? buildDuplicateReplanExhaustedError(marker.canonicalId) : TRIAGE_MARKER_CLEARED_REPLAN_LOG_ACTION,
+                  TRIAGE_MARKER_CLEARED_REPLAN_LOG_ACTION,
                   buildInactiveDuplicateClearFeedback(marker.canonicalId),
                 )).catch(() => {});
               }

packages/engine/src/triage.ts

@@ -23,6 +23,7 @@ import {
   getTaskDuplicateLineage,
   parseExplicitDuplicateMarker,
   resolveAgentPrompt,
+  buildPlanningDuplicatePolicyInstruction,
   builtinSeamPrompt,
   renderTriagePolicyPlaceholders,
   resolveEffectiveSettingsDetailed,
@@ -44,7 +45,8 @@ import {
   computePlanApprovalFingerprint,
   extractIntentSignature,
   findNearDuplicates,
-  isNearDuplicateCanonicalInactive, resolveColumnFlags,
+  isNearDuplicateCanonicalInactive,
+  resolveNearDuplicateCanonicalFlags,
   detectImageMimeFromBytes,
   applyFrontendUxCriteria,
   applyOriginalDescription,
@@ -355,35 +357,6 @@ no longer has.
 */
 const LEGACY_PLANNER_COLUMN_IDS: ReadonlySet<string> = new Set(["triage", "todo"]);
 
-/*
-FNXC:WorkflowResolvedColumns 2026-07-30-04:10:
-The canonical's OWN resolved column flags, for `isNearDuplicateCanonicalInactive`.
-
-Omitted, that predicate falls back to the legacy `done`/`archived` ids, so on a renamed board a
-canonical that has SHIPPED reads as still ACTIVE. Every "the canonical is inactive, so clear the
-marker" branch below then fails to fire, and FN-8356's fix — inactive canonicals flow through marker
-cleanup rather than parking the card — is inert. The card keeps its "Needs your decision" badge
-pointing at work that finished days ago, and no decision can ever resolve it.
-
-Module-private rather than shared: `findColumn` is already duplicated this way in hold-release.ts,
-merge-trait.ts, and workflow-capacity.ts, so this follows the established shape instead of adding a
-cross-module helper for it.
-
-`undefined` on any failure is deliberate — it degrades to the legacy id rather than to absent traits
-that match nothing.
-*/
-async function resolveNearDuplicateCanonicalFlags(
-  store: TaskStore,
-  canonical: { id: string; column?: string | null } | null | undefined,
-): Promise<ReturnType<typeof resolveColumnFlags> | undefined> {
-  if (!canonical?.column) return undefined;
-  const ir = await resolveWorkflowIrForTask(store, canonical.id).catch(() => undefined);
-  if (!ir || ir.version !== "v2") return undefined;
-  const column = ir.columns.find((candidate) => candidate.id === canonical.column);
-  return column ? resolveColumnFlags(column) : undefined;
-}
-
-
 /*
 FNXC:WorkflowResolvedColumns 2026-07-31-23:59 DELIBERATE-LITERAL: the migration arm, and only it.
 
@@ -2709,11 +2682,13 @@ export class TriageProcessor {
         // fast prompts. Fast mode currently has no policy placeholders, making
         // this a no-op there while still guaranteeing no dangling token leaks.
         const renderedBasePrompt = renderTriagePolicyPlaceholders(resolvedBasePrompt, triagePolicySettings);
+        const duplicatePolicyInstruction = buildPlanningDuplicatePolicyInstruction();
         const triageLayers = buildPromptLayers({
           basePrompt: renderedBasePrompt,
           goalContext: triageGoalResolution.goalContext,
           agentInstructions: [
             triageIdentitySection,
+            duplicatePolicyInstruction,
             triageInstructions,
             isResearchToolSurfaceEnabled(settings)
               ? getResearchGuidanceForSurface("triage")
@@ -3673,8 +3648,8 @@ export class TriageProcessor {
       name: "fn_task_search",
       label: "Search Tasks",
       description:
-        "Keyword search across tasks, including done and archived tasks by default. " +
-        "Use for duplicate detection before filing a new task.",
+        "Keyword search across active tasks by default. " +
+        "Done and archived history is opt-in and must not be used for duplicate detection.",
       parameters: taskSearchParams,
       execute: async (
         _callId: string,
@@ -3689,10 +3664,10 @@ export class TriageProcessor {
         }
         const results = await store.searchTasks(query, {
           slim: true,
-          includeArchived: params.includeArchived ?? true,
+          includeArchived: params.includeArchived ?? false,
           limit: params.limit ?? 20,
         });
-        const includeDone = params.includeDone ?? true;
+        const includeDone = params.includeDone ?? false;
         const isTerminalResult = includeDone ? undefined : await resolveTerminalColumnsForTasks(store, results);
         const filtered = includeDone
           ? results
@@ -4311,16 +4286,14 @@ export class TriageProcessor {
       if (isNearDuplicateCanonicalInactive(canonicalTask ?? undefined, canonicalFlags)) {
         if (canClearInactiveMarker) {
           /*
-          First inactive clear: replan once with dismissal stamped.
-          Re-emit of the same dismissed inactive id (or clearCount>=1): park failed so
-          triage eligibility (status:failed) stops the FN-8704 forever-loop.
+          Completed and archived work is historical context, never an accepted duplicate verdict.
+          Clear the marker and require a fresh plan regardless of how the new task was created.
           */
-          const alreadyDismissed = fusionCore.isTriageDuplicateKeepAcknowledged(liveMeta, canonicalId);
           await this.clearDuplicateMarkerForReplan(
             task,
             canonicalId,
             buildInactiveDuplicateClearFeedback(canonicalId),
-            { exhausted: alreadyDismissed || priorClearCount >= 1, priorClearCount },
+            { exhausted: false, priorClearCount },
           );
         }
         return;