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The connect path was the one capability call the resilience pipeline never saw, so a driver that could not connect contributed zero breaker input and the /hosts resilience panel read 'All targets healthy' against a dead endpoint. InitializeAsync now routes through the invoker as DriverCapability.Initialize, keyed on the driver-instance id. - No pipeline retry: the actor's RetryConnect timer is the retry loop (parser forces retryCount overrides to 0, same funnel as write-shaped). - Breaker threshold 2, not the Read-sized 5: the breaker samples 30 s and the reconnect timer fires every 10 s, so at most three attempts fit one window — threshold 5 could never open. Pinned by its own test. - An open breaker fast-fails into the same InitializeFailed path as a real connect failure; the 15 s break window costs at most one extra tick. The best-effort teardown ShutdownAsync stays unwrapped. - Companion fix: DriverCapabilityInvokerFactory.Create now invalidates the instance's tracker snapshots with its pipelines — a respawn during an outage discarded the only breaker whose OnClosed could clear the OPEN flag, stranding a false 'Breaker OPEN' chip forever. Live gate PASSED on docker-dev (image symbol-verified per container): rtu-gate against dead 10.100.0.35:5021 opened its Initialize breaker on both centrals with the red 'BREAKER OPEN' chip on /hosts; a socat 5021→5020 forwarder recovered it (both breakers closed within 1 s, panel back to 'All targets healthy'); healthy MAIN-modbus recorded zero breaker events. Full suite 50/50 green. Evidence: docs/plans/2026-08-07-adminui-followups-and-live-gates.md §7.