olp/docs/adr/0012-phase-5-charter-quota-probes-dashboard.md

ADR 0012 — Phase 5 Charter: Provider Quota Probes + Dashboard Enrichment

Status: Accepted (Phase 5 open as of 2026-05-26) Date: 2026-05-26 D-day: D79 (charter + ADR 0002 Amendment 8 + ADR 0013 land together as the constitutional layer of Phase 5)

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Context

Phase 4 (ADR 0010) shipped OLP's operator + client UX layer — bin/olp operator CLI, olp doctor framework, olp-connect zero-config IDE wiring, OpenClaw /olp slash commands, anonymous-key deployment-context limits, SSE heartbeat. v0.4.4 is the current shipped state. Phase 4 closed every gap on the OCP-feature-parity matrix EXCEPT one: live quota / plan-usage surfacing.

Today lib/providers/anthropic.mjs:445 has a stub quotaStatus() returning null (D4 placeholder). The OLP dashboard's quota panel renders "—" for all providers. OCP, in contrast, exposes a live "39% session / 30% weekly" panel — the maintainer uses this multiple times per day to decide when to throttle voluntary claude -p traffic away from interactive sessions. OLP cannot become an OCP successor in practice (vs. just feature-parity-on-paper) until quota surfacing works.

A pre-flight institutional-knowledge audit (2026-05-26 — see ~/.cc-rules/memory/learnings/anthropic_plan_usage_probe_schema_2026_05_26.md) confirmed:

1. The OCP probe still works today — Anthropic returns the same anthropic-ratelimit-unified-* headers on every POST /v1/messages call. Tested live 2026-05-26 from PI231 OAuth credentials.
2. Schema added 3 fields since OCP's 2026-04 capture — 5h-status, 7d-status (per-window status), overage-reset (only on active overage). No fields removed or renamed.
3. Verification protocol has shifted — Claude Code v2.1.x is now a compiled binary (Mach-O / ELF), not bundled JS. OCP's "grep cli.js" approach no longer applies; the replacement protocol is strings against the binary + periodic live probe diff.
4. OAuth refresh path unchanged — platform.claude.com/v1/oauth/token + 9d1c250a-... client_id + 60s-3600s exponential backoff.

The audit makes Phase 5 implementation low-risk: this is a port of a working OCP function, not a re-derivation. The work is mechanical + adapter-layer plumbing into OLP's plugin contract.

A parallel maintainer request (2026-05-26, with reference screenshot of claude.ai/settings/usage) asked for Claude.ai-style dashboard enrichment: per-row utilization bars, reset countdown, 1-minute auto-refresh, manual refresh button. P5-1 (probe) + P5-2 (dashboard) together unlock both: the data plus the surface. v1.x roadmap #8 is closed by P5-2.

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Decision

Phase 5 scope is Provider quota probes + dashboard enrichment. The phase opens 2026-05-26 with D79 (this charter + ADR 0002 Amendment 8 + ADR 0013 OAuth READ-ONLY consumption rules). Phase 5 close ships v0.5.0; per CLAUDE.md release_kit.phase_rolling_mode, the close PR is maintainer-triggered.

In scope — Phase 5 D-day plan (~6 D-days)

D-day	Deliverable	Authority	Estimate
D79	This charter ADR 0012 + ADR 0002 Amendment 8 (direct-API READ-ONLY) + ADR 0013 (OAuth READ-ONLY consumption rules + schema-drift mitigation) + package.json current_pre_release_identifier → 0.5.0-phase5 + CLAUDE.md release_kit.phase_rolling_mode.current_phase → Phase 5	This charter + audit memory	0.5d
D80	lib/providers/anthropic.mjs:quotaStatus() ported from OCP server.mjs:842-1109 — full probe with macOS-keychain auth read added (existing OLP reader only handles env + .credentials.json) + 5min cache + 60s-3600s refresh backoff + stale-cache-on-429 + all 13 headers parsed (including new 5h-status / 7d-status / overage-reset)	Port OCP probe + ALIGNMENT.md Rule 2 exemption per ADR 0002 Amendment 8 + audit memory	2d
D81	lib/audit-query.mjs + /v0/management/dashboard-data extended to surface the new quota shape per provider (utilization, reset, representative-claim, fallback-percentage, overage-status). Audit-query stays in-memory scan per ADR 0008 Lane 2 = A (no SQLite). Schema migration documented in ADR 0008 § Amendment	ADR 0008 + this charter	1d
D82	dashboard.html Claude.ai-style restructure — per-provider rows replace the current single Quota panel; each row: provider badge, model placeholder, utilization bar (5h + 7d), reset countdown ("Your limit will reset at HH:MM AM/PM" format from the user-shared claude.ai screenshot), status badge, representative-claim hint. 1-minute auto-refresh via setInterval with document.visibilityState guard. Manual refresh button calls /v0/management/dashboard-data directly	v1.x roadmap #8 + maintainer reference screenshot	1.5d
D83	Test coverage — Suite 38 quota-probe unit tests (mock HTTP server returning the 13 headers; assert parse + cache + backoff + stale-on-429); Suite 39 dashboard rendering smoke (curl /dashboard after pre-seeding mock quota cache; assert HTML contains expected utilization strings); update Suite 33 doctor checks for new anthropic.quota_probe_reachable check	Test convention from existing suites	1d
D84	(optional) lib/providers/mistral.mjs:quotaStatus() — Mistral GO/NO-GO decided at D79 close (30-min docs spike before D80 starts), NOT mid-phase. If Mistral exposes /v1/usage or equivalent → D84 ports the probe with a parallel ADR 0002 Amendment 8 invocation. If NOT exposed → D84 is dropped from the plan and mistral row shows "spend tracking only" badge sourced from audit-query. Codex explicitly skipped — openai/codex CLI has no public quota API. GO/NO-GO outcome documented in this charter as a D79-close amendment	Live audit at D79 close (~30 min spike)	0.5d if GO; 0d if NO-GO
close	v0.5.0 release PR — package.json 0.4.4 → 0.5.0, CHANGELOG promotion, release_kit.phase_rolling_mode.current_pre_release_identifier advance to Phase 6 token	CLAUDE.md release_kit overlay	maintainer-triggered

Out of Phase 5 scope (with explicit triggers)

X-OLP-Cost-USD per-request response header

Status: Deferred to Phase 6. Was listed in ADR 0010 § Out-of-scope as "Phase 5 prerequisite". The prerequisite (provider-cost weights table) is non-trivial — needs per-(provider, model) input_cost_per_1k_tokens / output_cost_per_1k_tokens / cache_read_discount data sourced from each provider's published pricing page. Phase 5 already pulls in two new ADRs; adding a third data-onboarding ADR is scope creep.

Re-open condition. Phase 6 unless a maintainer reports a cost-attribution debugging need that warrants pulling forward.

context_window_exceeded fallback trigger (LiteLLM prior-art)

Status: Deferred. ADR 0010 listed this as opportunistic-in-Phase-5 unless the trigger fires sooner. The trigger has not fired in Phase 4 production traffic. Continue to defer.

per-(provider, model) live stats Map (replacing audit-query scan)

Status: Deferred. Current scan latency is ~20ms at 7-day depth. Acceptable until volume grows (>100k requests/day). Re-evaluate at Phase 6 if dashboard latency degrades.

Anthropic interactive-mode P0 (ADR 0009)

Status: Still trigger-gated on Anthropic's 2026-06-15 billing-split rollout. Phase 5 does NOT depend on P0 — the quota probe reads anthropic-ratelimit-unified-* headers regardless of which billing pool the spawn path consumes. If P0 succeeds Phase 7+ Phase 5's probe code remains unchanged; if P0 fails Phase 5's probe code remains unchanged. The probe is billing-pool-agnostic because the headers are subscription-pool metadata, not Agent-SDK-Credit metadata.

/v1/messages Anthropic-shape entry surface

Status: Still deferred per ADR 0010 § Out-of-scope. No change in Phase 5.

v1.x roadmap #3 / #5 / #6

Status: Still trigger-gated per docs/v1x-roadmap.md. None has fired. Continue to defer.

Opportunistic Phase 5 micro-additions (not blocking)

Items small enough to land alongside a planned D-day without scope creep, if encountered:

• README § Dashboard screenshot update (post-P5-2 enrichment) — capture from MacBook test path per ~/.cc-rules/memory/feedback/mac_mini_never_for_testing.md.
• olp usage CLI subcommand (bin/olp.mjs) surfaces the parsed quota shape in terminal form. Already partially exists (cmdUsage in bin/olp.mjs); confirm payload alignment after D80.
• Add claude_code_oauth_client_id config override in ~/.olp/config.json so power users can override the hardcoded 9d1c250a-... UUID without env-var fiddling. Mirrors compiled binary's CLAUDE_CODE_OAUTH_CLIENT_ID env support.
• docs/provider-audits/anthropic.md re-capture with current claude --version (v2.1.142 MacBook / v2.1.150 PI231) + binary distribution layout note.

Exit gate — v0.5.0 close criteria

1. D79 — D84 all merged with fresh-context opus reviewer APPROVE per Iron Rule 10.
2. CI green on every D-day merge commit and on the v0.5.0 release commit head. alignment.yml blacklist re-confirmed (no new hallucinated tokens introduced).
3. README § Quota / Plan Usage section present with screenshot of the enriched dashboard. README § Supported Providers table updated to note "quota probe: anthropic ✅, mistral ⚠️/✅ (D84 outcome), codex ❌ (no public API)".
4. ADR 0012 (this charter) + ADR 0002 Amendment 8 + ADR 0013 (OAuth READ-ONLY consumption) on disk.
5. CHANGELOG.md "Unreleased" promoted to "## v0.5.0 — <date>" with D79 — D84 entries.
6. package.json bumped to 0.5.0.
7. CLAUDE.md release_kit.phase_rolling_mode.current_phase advances Phase 5 → Phase 6; current_pre_release_identifier advances 0.5.0-phase5 → 0.6.0-phase6.
8. Standing autopilot grant covers D-day-by-D-day execution; v0.5.0 close PR is maintainer-triggered.
9. Live MacBook E2E verification — dashboard renders enriched panel with real quota data (probe live, not mocked).

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Consequences

Positive.

• OLP finally has the load-bearing observability OCP had — maintainer can see live "39% session / 30% weekly" and decide whether voluntary claude -p traffic stays or moves.
• Family members on the LAN see real reset times instead of "—", which makes the "wait 2 hours" guidance concrete vs. abstract.
• The institutional-knowledge audit captured the schema in a memory file pinned with date stamps — future ports (mistral, future provider) re-use the verification protocol without re-deriving.
• v1.x roadmap #8 (Dashboard enrichment per Claude.ai-style usage page) closes inside Phase 5 rather than waiting for a separate phase.
• Compiled-binary-distribution awareness ("no more cli.js to grep") is now codified in OLP governance; the next time Anthropic ships a major CC version, the verification protocol is already written.

Negative.

• ADR 0002 gains another amendment (Amendment 8). The constitution surface area for anthropic.mjs grows. Counter-pressure: the alternative (probe lives in server.mjs, like OCP) violates the plugin-architecture principle that per-provider knowledge stays in lib/providers/. Amendment 8 is the smaller violation.
• The probe makes one /v1/messages call per 5min cache miss. That's ~12 calls/hour worst case across the whole proxy (probe is per-credentials, not per-key). With max_tokens: 1 the cost is < $0.01/day at family-scale traffic. Negligible but not zero.
• Schema-drift risk over the long horizon. Anthropic could rename or remove headers in a future version. The mitigation protocol (strings + live probe diff) is in place, but it's a manual check — needs to be invoked by the maintainer or scheduled.
• Dashboard refactor introduces a breaking-change risk for the existing dashboard.html consumers (none today, but conceptually). Bumping to v0.5.0 signals this clearly.

Neutral.

• Phase 5 has more ADR work than Phase 4 (3 governance docs vs. 2). The constitutional layer is deliberately heavier because direct-API access is the single biggest authority decision since the plugin contract itself.

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Authority + cross-references

• Iron Rule 11 (IDR) — Phase 5 ships across 6 D-days, each a minimum reviewable unit. The governance trio (this ADR + Amendment 8 + ADR 0013) lands at D79 as a single coupled commit (reviewing them separately cannot verify consumer-producer alignment), per ADR 0002 Amendment 7's precedent.
• Iron Rule 12 (prior-art search) — discharged via the audit memory at ~/.cc-rules/memory/learnings/anthropic_plan_usage_probe_schema_2026_05_26.md. Memory committed prior to D80 implementation.
• ALIGNMENT.md Rule 1 (citation) — D80 commit must cite compiled-binary strings evidence per audit memory § Path A (Claude Code v2.1.x has no traditional § section structure because it is a Mach-O / ELF compiled binary) plus the audit memory file path. Live-probe transcript MUST be included in the commit body.
• ALIGNMENT.md Rule 2 (provider-CLI-as-authority) — direct-API access bypasses the spawn-binary contract. Amendment 8 is the explicit exemption. Without Amendment 8, the D80 commit is unalignable.
• ALIGNMENT.md Rule 5 (CI alignment.yml) — must continue to pass. api.anthropic.com/v1/messages is NOT on the blacklist (correct — that's the real endpoint). The hallucinated /api/oauth/usage IS on the blacklist (transitive from OCP) and must remain.
• ADR 0002 Amendment 8 — companion ADR. Direct-API access scoping; READ-ONLY constraint; opt-in via config flag (default off).
• ADR 0013 — companion ADR. OAuth credentials shared between spawn path + probe path; refresh backoff; schema-drift mitigation protocol.
• CLAUDE.md release_kit — Phase boundary triggers maintainer-led version bump. D-day commits within Phase 5 stay under "Unreleased". 0.5.0-phase5 is the pre-release identifier during the phase.