fix: address #625 REQUEST_CHANGES for lease reclaim test and EOF blank line

- Update MCP expired-lock recovery test for sticky expired ownership
  (live pid + present worktree still fail closed under #601 reclaim rules)
- Remove trailing blank line at EOF in control_plane_db.py

allocator_service.py

@@ -0,0 +1,610 @@
+"""Controller-owned work allocator policy (#600).
+
+Builds on the #613 control-plane DB substrate (``ControlPlaneDB.assign_and_lease``).
+
+Workers must not self-select exclusive work under the standard multi-LLM
+workflow. They call ``gitea_allocate_next_work`` which:
+
+1. Inspects candidate Gitea issues/PRs (never raw monitoring incidents).
+2. Applies ADR routing policy (role, terminal path, leases, blocked, deps).
+3. Atomically assigns + leases the selected item in one DB transaction.
+
+This module is pure selection + substrate orchestration. Gitea I/O for live
+inventory lives in the MCP tool wrapper so tests can inject candidates.
+
+#612 remains downstream: bridge-created Gitea issues become candidates only
+after they exist as normal issues; this module never assigns incidents.
+"""
+
+from __future__ import annotations
+
+import os
+import uuid
+from dataclasses import dataclass, field
+from typing import Any, Sequence
+
+from control_plane_db import (
+    ControlPlaneDB,
+    ControlPlaneError,
+    InvalidWorkKindError,
+    LeaseRequiredError,
+    WORK_KINDS,
+)
+
+# Outcomes required by #600 / ADR §5.
+OUTCOME_ASSIGNED = "assigned_work"
+OUTCOME_WAIT = "wait"
+OUTCOME_BLOCKED_TERMINAL = "blocked_by_terminal_path"
+OUTCOME_BLOCKED_LEASE = "blocked_by_active_lease"
+OUTCOME_NEEDS_CONTROLLER = "needs_controller"
+OUTCOME_NO_SAFE = "no_safe_work"
+OUTCOME_ROLE_INELIGIBLE = "role_ineligible"
+OUTCOME_PREVIEW = "preview"  # dry-run only (apply=false)
+
+ROLE_AUTHOR = "author"
+ROLE_REVIEWER = "reviewer"
+ROLE_MERGER = "merger"
+ROLE_RECONCILER = "reconciler"
+ROLE_CONTROLLER = "controller"
+
+VALID_ROLES = frozenset(
+    {ROLE_AUTHOR, ROLE_REVIEWER, ROLE_MERGER, ROLE_RECONCILER, ROLE_CONTROLLER}
+)
+
+# Default action matrices by role (mutation gate will re-check).
+ROLE_ACTIONS: dict[str, tuple[tuple[str, ...], tuple[str, ...]]] = {
+    ROLE_AUTHOR: (
+        ("implement", "comment", "push", "create_pr"),
+        ("approve", "merge", "request_changes", "self_select_without_assignment"),
+    ),
+    ROLE_REVIEWER: (
+        ("review", "comment", "approve", "request_changes"),
+        ("merge", "push", "create_pr", "self_select_without_assignment"),
+    ),
+    ROLE_MERGER: (
+        ("merge", "comment"),
+        ("approve", "request_changes", "push", "create_pr", "self_select_without_assignment"),
+    ),
+    ROLE_RECONCILER: (
+        ("comment", "diagnose", "cleanup"),
+        ("approve", "merge", "push", "create_pr", "self_select_without_assignment"),
+    ),
+    ROLE_CONTROLLER: (
+        ("comment", "diagnose", "allocate"),
+        ("approve", "merge", "push", "create_pr"),
+    ),
+}
+
+
+@dataclass
+class WorkCandidate:
+    """One assignable Gitea issue or PR presented to the allocator."""
+
+    kind: str  # issue | pr
+    number: int
+    state: str = "open"
+    labels: tuple[str, ...] = ()
+    title: str = ""
+    priority: int = 0
+    head_sha: str | None = None
+    # Routing signals (callers derive from Gitea / review feedback).
+    request_changes_current_head: bool = False
+    approval_on_current_head: bool = False
+    approval_stale: bool = False
+    approval_contaminated: bool = False
+    mergeable: bool = False
+    blocked: bool = False
+    dependency_unmet: bool = False
+    dependency_reason: str | None = None
+    already_claimed_elsewhere: bool = False
+
+    def __post_init__(self) -> None:
+        self.kind = (self.kind or "").strip().lower()
+        self.state = (self.state or "open").strip().lower()
+        self.labels = tuple(
+            str(x).strip().lower() for x in (self.labels or ()) if str(x).strip()
+        )
+        if self.kind not in WORK_KINDS:
+            raise InvalidWorkKindError(
+                f"candidate kind '{self.kind}' is not assignable; only "
+                f"{sorted(WORK_KINDS)} (never raw incidents)"
+            )
+
+    def as_dict(self) -> dict[str, Any]:
+        return {
+            "kind": self.kind,
+            "number": self.number,
+            "state": self.state,
+            "labels": list(self.labels),
+            "title": self.title,
+            "priority": self.priority,
+            "head_sha": self.head_sha,
+            "request_changes_current_head": self.request_changes_current_head,
+            "approval_on_current_head": self.approval_on_current_head,
+            "approval_stale": self.approval_stale,
+            "approval_contaminated": self.approval_contaminated,
+            "mergeable": self.mergeable,
+            "blocked": self.blocked,
+            "dependency_unmet": self.dependency_unmet,
+            "dependency_reason": self.dependency_reason,
+        }
+
+
+@dataclass
+class SkipRecord:
+    kind: str
+    number: int
+    reason: str
+
+    def as_dict(self) -> dict[str, Any]:
+        return {"kind": self.kind, "number": self.number, "reason": self.reason}
+
+
+def normalize_role(role: str | None, *, profile_name: str | None = None) -> str:
+    """Map profile/role strings to a canonical allocator role."""
+    raw = (role or "").strip().lower()
+    if raw in VALID_ROLES:
+        return raw
+    prof = (profile_name or "").strip().lower()
+    for token in VALID_ROLES:
+        if token in prof or prof.endswith(f"-{token}"):
+            return token
+    if "author" in raw:
+        return ROLE_AUTHOR
+    if "review" in raw:
+        return ROLE_REVIEWER
+    if "merg" in raw:
+        return ROLE_MERGER
+    if "reconcil" in raw:
+        return ROLE_RECONCILER
+    if "control" in raw:
+        return ROLE_CONTROLLER
+    raise ControlPlaneError(
+        f"unknown allocator role '{role}' (profile={profile_name!r}); "
+        f"expected one of {sorted(VALID_ROLES)}"
+    )
+
+
+def expected_role_for_candidate(c: WorkCandidate) -> str:
+    """ADR §5.3 routing: which role should take this work next."""
+    if c.kind == "pr":
+        if c.approval_contaminated:
+            return ROLE_RECONCILER
+        if c.request_changes_current_head:
+            return ROLE_AUTHOR
+        if c.approval_stale:
+            return ROLE_REVIEWER
+        if c.approval_on_current_head and c.mergeable:
+            return ROLE_MERGER
+        # Open PR without terminal verdict → reviewer
+        return ROLE_REVIEWER
+    # Issues: ready work → author by default; blocked stays controller/none
+    labels = set(c.labels)
+    if "status:blocked" in labels or c.blocked:
+        return ROLE_CONTROLLER
+    return ROLE_AUTHOR
+
+
+def role_actions(role: str) -> tuple[tuple[str, ...], tuple[str, ...]]:
+    return ROLE_ACTIONS.get(role, ROLE_ACTIONS[ROLE_AUTHOR])
+
+
+def classify_skip(
+    c: WorkCandidate,
+    *,
+    role: str,
+    terminal_pr: int | None,
+) -> str | None:
+    """Return skip reason, or None if candidate is selectable for *role*."""
+    if c.state in ("merged", "closed"):
+        return f"{c.kind}#{c.number} is {c.state}; never assign"
+    if c.blocked or "status:blocked" in c.labels:
+        return f"{c.kind}#{c.number} is blocked"
+    if c.dependency_unmet:
+        return (
+            c.dependency_reason
+            or f"{c.kind}#{c.number} has unmet dependencies"
+        )
+    if c.already_claimed_elsewhere:
+        return f"{c.kind}#{c.number} already claimed elsewhere"
+    if c.kind == "pr" and not (c.head_sha or "").strip():
+        return f"pr#{c.number} missing head_sha pin"
+
+    # Terminal path first: when an active terminal PR exists, only that PR
+    # (or controller diagnosis) is assignable for review-path roles.
+    if terminal_pr is not None and c.kind == "pr" and c.number != terminal_pr:
+        if role in (ROLE_REVIEWER, ROLE_MERGER):
+            return (
+                f"pr#{c.number} skipped: active terminal-review lock on "
+                f"PR #{terminal_pr} must be resolved first"
+            )
+
+    expected = expected_role_for_candidate(c)
+    if role == ROLE_CONTROLLER:
+        # Controller may inspect anything but only assigns diagnosis targets
+        # when contaminated / blocked.
+        if expected == ROLE_RECONCILER or c.blocked:
+            return None
+        return f"{c.kind}#{c.number} does not require controller (expected {expected})"
+
+    if role != expected:
+        return (
+            f"{c.kind}#{c.number} expects role '{expected}', active role is '{role}'"
+        )
+
+    # Ready-gate for issues: prefer status:ready when labels present.
+    if c.kind == "issue" and c.labels:
+        if "status:ready" not in c.labels and "status:in-progress" not in c.labels:
+            # Allow unlabeled open issues; only skip explicit non-ready states.
+            if any(l.startswith("status:") for l in c.labels):
+                return f"issue#{c.number} not status:ready ({','.join(c.labels)})"
+    return None
+
+
+def sort_candidates(candidates: Sequence[WorkCandidate]) -> list[WorkCandidate]:
+    """Higher priority first; then lower number (older issues) for stability."""
+    return sorted(
+        candidates,
+        key=lambda c: (-int(c.priority), c.kind != "pr", int(c.number)),
+    )
+
+
+def allocate_next_work(
+    db: ControlPlaneDB,
+    *,
+    session_id: str,
+    role: str,
+    remote: str,
+    org: str,
+    repo: str,
+    candidates: Sequence[WorkCandidate],
+    apply: bool = False,
+    profile_name: str | None = None,
+    username: str | None = None,
+    lease_ttl_seconds: int | None = None,
+) -> dict[str, Any]:
+    """Select and optionally reserve the next work unit via control-plane DB.
+
+    *apply=False* (default): dry-run selection only — no lease/assignment.
+    *apply=True*: atomic ``assign_and_lease`` for the selected candidate.
+
+    Never uses file locks or comment-only leases as the assignment source.
+    """
+    if db is None:
+        return {
+            "success": False,
+            "outcome": OUTCOME_NO_SAFE,
+            "reasons": [
+                "control-plane DB substrate unavailable (fail closed, #600/#613)"
+            ],
+            "skipped": [],
+            "assignment": None,
+            "substrate": "control_plane_db",
+            "file_lock_only": False,
+            "comment_lease_only": False,
+        }
+
+    try:
+        role_norm = normalize_role(role, profile_name=profile_name)
+    except ControlPlaneError as exc:
+        return {
+            "success": False,
+            "outcome": OUTCOME_ROLE_INELIGIBLE,
+            "reasons": [str(exc)],
+            "skipped": [],
+            "assignment": None,
+            "substrate": "control_plane_db",
+        }
+
+    session_id = (session_id or "").strip() or f"alloc-{uuid.uuid4().hex[:12]}"
+    try:
+        db.upsert_session(
+            session_id=session_id,
+            role=role_norm,
+            profile=profile_name,
+            pid=os.getpid(),
+        )
+    except Exception as exc:  # noqa: BLE001 — surface structured
+        return {
+            "success": False,
+            "outcome": OUTCOME_NO_SAFE,
+            "reasons": [
+                f"failed to register session in control-plane DB: {exc} "
+                "(fail closed, #613)"
+            ],
+            "skipped": [],
+            "assignment": None,
+            "substrate": "control_plane_db",
+        }
+
+    # Expire stale leases globally before selection.
+    try:
+        db.expire_stale_leases()
+    except Exception as exc:  # noqa: BLE001
+        return {
+            "success": False,
+            "outcome": OUTCOME_NO_SAFE,
+            "reasons": [f"lease expiry failed: {exc} (fail closed)"],
+            "skipped": [],
+            "assignment": None,
+            "substrate": "control_plane_db",
+        }
+
+    terminal = None
+    try:
+        terminal = db.get_active_terminal_lock(remote=remote, org=org, repo=repo)
+    except Exception as exc:  # noqa: BLE001
+        return {
+            "success": False,
+            "outcome": OUTCOME_NO_SAFE,
+            "reasons": [f"terminal lock lookup failed: {exc} (fail closed)"],
+            "skipped": [],
+            "assignment": None,
+            "substrate": "control_plane_db",
+        }
+    terminal_pr = int(terminal["terminal_pr"]) if terminal else None
+
+    skipped: list[SkipRecord] = []
+    ordered = sort_candidates(list(candidates))
+    selected: WorkCandidate | None = None
+    for c in ordered:
+        reason = classify_skip(c, role=role_norm, terminal_pr=terminal_pr)
+        if reason:
+            skipped.append(SkipRecord(c.kind, c.number, reason))
+            continue
+        selected = c
+        break
+
+    if selected is None:
+        # If terminal lock blocks all review work, surface that explicitly.
+        if terminal_pr is not None and role_norm in (ROLE_REVIEWER, ROLE_MERGER):
+            outcome = OUTCOME_BLOCKED_TERMINAL
+            reasons = [
+                f"no safe work for role '{role_norm}': active terminal-review "
+                f"lock on PR #{terminal_pr} (resolve terminal path first, #332/#600)"
+            ]
+        else:
+            outcome = OUTCOME_NO_SAFE
+            reasons = [
+                f"no safe assignable work for role '{role_norm}' "
+                f"among {len(ordered)} candidates"
+            ]
+        return {
+            "success": True,
+            "outcome": outcome,
+            "apply": bool(apply),
+            "role": role_norm,
+            "profile_name": profile_name,
+            "username": username,
+            "session_id": session_id,
+            "remote": remote,
+            "org": org,
+            "repo": repo,
+            "selected": None,
+            "expected_role_next": None,
+            "reasons": reasons,
+            "skipped": [s.as_dict() for s in skipped],
+            "terminal_pr": terminal_pr,
+            "assignment": None,
+            "substrate": "control_plane_db",
+            "file_lock_only": False,
+            "comment_lease_only": False,
+            "downstream_note": (
+                "#612 incident bridge remains downstream of #600; "
+                "allocator never assigns raw monitoring incidents"
+            ),
+        }
+
+    expected_role = expected_role_for_candidate(selected)
+    allowed, forbidden = role_actions(role_norm)
+    selection = {
+        "kind": selected.kind,
+        "number": selected.number,
+        "title": selected.title,
+        "labels": list(selected.labels),
+        "head_sha": selected.head_sha,
+        "priority": selected.priority,
+        "expected_role_next": expected_role,
+        "reason_selected": (
+            f"highest-priority candidate for role '{role_norm}' "
+            f"(expected_role={expected_role})"
+        ),
+    }
+
+    if not apply:
+        return {
+            "success": True,
+            "outcome": OUTCOME_PREVIEW,
+            "apply": False,
+            "role": role_norm,
+            "profile_name": profile_name,
+            "username": username,
+            "session_id": session_id,
+            "remote": remote,
+            "org": org,
+            "repo": repo,
+            "selected": selection,
+            "expected_role_next": expected_role,
+            "reasons": [
+                "dry-run only (apply=false); no assignment/lease created — "
+                "call again with apply=true to reserve via control-plane DB"
+            ],
+            "skipped": [s.as_dict() for s in skipped],
+            "terminal_pr": terminal_pr,
+            "assignment": None,
+            "substrate": "control_plane_db",
+            "file_lock_only": False,
+            "comment_lease_only": False,
+            "downstream_note": (
+                "#612 incident bridge remains downstream of #600; "
+                "allocator never assigns raw monitoring incidents"
+            ),
+        }
+
+    # Atomic reserve via #613 substrate.
+    ttl = lease_ttl_seconds if lease_ttl_seconds is not None else None
+    try:
+        kwargs: dict[str, Any] = {
+            "session_id": session_id,
+            "role": role_norm,
+            "remote": remote,
+            "org": org,
+            "repo": repo,
+            "kind": selected.kind,
+            "number": selected.number,
+            "expected_head_sha": selected.head_sha,
+            "allowed_actions": allowed,
+            "forbidden_actions": forbidden,
+            "phase": "allocated",
+        }
+        if ttl is not None:
+            kwargs["lease_ttl_seconds"] = int(ttl)
+        result = db.assign_and_lease(**kwargs)
+    except (InvalidWorkKindError, LeaseRequiredError, ControlPlaneError) as exc:
+        return {
+            "success": False,
+            "outcome": OUTCOME_NO_SAFE,
+            "apply": True,
+            "role": role_norm,
+            "session_id": session_id,
+            "remote": remote,
+            "org": org,
+            "repo": repo,
+            "selected": selection,
+            "expected_role_next": expected_role,
+            "reasons": [f"atomic assign+lease failed: {exc} (fail closed, #613)"],
+            "skipped": [s.as_dict() for s in skipped],
+            "terminal_pr": terminal_pr,
+            "assignment": None,
+            "substrate": "control_plane_db",
+            "file_lock_only": False,
+            "comment_lease_only": False,
+        }
+
+    if result.outcome == "wait":
+        return {
+            "success": True,
+            "outcome": OUTCOME_WAIT,
+            "apply": True,
+            "role": role_norm,
+            "session_id": session_id,
+            "remote": remote,
+            "org": org,
+            "repo": repo,
+            "selected": selection,
+            "expected_role_next": expected_role,
+            "reasons": [result.reason or "foreign active lease"],
+            "skipped": [s.as_dict() for s in skipped],
+            "terminal_pr": terminal_pr,
+            "assignment": result.as_dict(),
+            "owner_session_id": result.owner_session_id,
+            "substrate": "control_plane_db",
+            "file_lock_only": False,
+            "comment_lease_only": False,
+        }
+
+    if result.outcome == "no_safe_work":
+        return {
+            "success": True,
+            "outcome": OUTCOME_NO_SAFE,
+            "apply": True,
+            "role": role_norm,
+            "session_id": session_id,
+            "remote": remote,
+            "org": org,
+            "repo": repo,
+            "selected": selection,
+            "expected_role_next": expected_role,
+            "reasons": [result.reason or "no_safe_work"],
+            "skipped": [s.as_dict() for s in skipped],
+            "terminal_pr": terminal_pr,
+            "assignment": result.as_dict(),
+            "substrate": "control_plane_db",
+            "file_lock_only": False,
+            "comment_lease_only": False,
+        }
+
+    # assigned
+    return {
+        "success": True,
+        "outcome": OUTCOME_ASSIGNED,
+        "apply": True,
+        "role": role_norm,
+        "profile_name": profile_name,
+        "username": username,
+        "session_id": session_id,
+        "remote": remote,
+        "org": org,
+        "repo": repo,
+        "selected": selection,
+        "expected_role_next": expected_role,
+        "reasons": [
+            selection["reason_selected"],
+            result.reason or "atomic assign+lease created",
+        ],
+        "skipped": [s.as_dict() for s in skipped],
+        "terminal_pr": terminal_pr,
+        "assignment": result.as_dict(),
+        "lease_proof": {
+            "assignment_id": result.assignment_id,
+            "lease_id": result.lease_id,
+            "expires_at": result.expires_at,
+            "expected_head_sha": result.expected_head_sha,
+            "allowed_actions": list(result.allowed_actions),
+            "forbidden_actions": list(result.forbidden_actions),
+            "source": "control_plane_db.assign_and_lease",
+        },
+        "next_valid_command": _next_command(role_norm, selected),
+        "substrate": "control_plane_db",
+        "file_lock_only": False,
+        "comment_lease_only": False,
+        "downstream_note": (
+            "#612 incident bridge remains downstream of #600; "
+            "allocator never assigns raw monitoring incidents"
+        ),
+    }
+
+
+def _next_command(role: str, c: WorkCandidate) -> str:
+    if role == ROLE_AUTHOR and c.kind == "issue":
+        return f"implement issue #{c.number} under a branches/ worktree; open PR when ready"
+    if role == ROLE_AUTHOR and c.kind == "pr":
+        return (
+            f"address REQUEST_CHANGES on PR #{c.number} at head "
+            f"{(c.head_sha or '')[:12]} and push fixes"
+        )
+    if role == ROLE_REVIEWER:
+        return (
+            f"review PR #{c.number} pinned at head {(c.head_sha or '')[:12]} "
+            "via full reviewer workflow"
+        )
+    if role == ROLE_MERGER:
+        return (
+            f"merge PR #{c.number} only with explicit operator MERGE "
+            f"authorization at head {(c.head_sha or '')[:12]}"
+        )
+    if role == ROLE_RECONCILER:
+        return f"diagnose contested state for {c.kind}#{c.number}"
+    return f"proceed on {c.kind}#{c.number} under role {role}"
+
+
+def candidate_from_dict(data: dict[str, Any]) -> WorkCandidate:
+    """Build a WorkCandidate from a plain dict (tests / MCP inventory)."""
+    return WorkCandidate(
+        kind=str(data.get("kind") or "issue"),
+        number=int(data["number"]),
+        state=str(data.get("state") or "open"),
+        labels=tuple(data.get("labels") or ()),
+        title=str(data.get("title") or ""),
+        priority=int(data.get("priority") or 0),
+        head_sha=data.get("head_sha"),
+        request_changes_current_head=bool(data.get("request_changes_current_head")),
+        approval_on_current_head=bool(data.get("approval_on_current_head")),
+        approval_stale=bool(data.get("approval_stale")),
+        approval_contaminated=bool(data.get("approval_contaminated")),
+        mergeable=bool(data.get("mergeable")),
+        blocked=bool(data.get("blocked")),
+        dependency_unmet=bool(data.get("dependency_unmet")),
+        dependency_reason=data.get("dependency_reason"),
+        already_claimed_elsewhere=bool(data.get("already_claimed_elsewhere")),
+    )

docs/architecture/control-plane-db-substrate.md

@@ -0,0 +1,105 @@
+# Control-plane DB substrate (#613)
+
+**Status:** Implemented (SQLite single-writer MVP)
+
+**ADR:** [`mcp-allocator-control-plane-observability-adr.md`](mcp-allocator-control-plane-observability-adr.md)
+
+**Module:** `control_plane_db.py`
+
+## Architecture statement
+
+> **DB coordinates, Gitea records, Sentry/GlitchTip observe; the bridge is the only path that turns observations into Gitea work.**
+
+## What this ships
+
+| Capability | Notes |
+|------------|--------|
+| Schema | `sessions`, `work_items`, `leases`, `assignments`, `terminal_locks`, `events`, `incident_links` |
+| Atomic assign+lease | `ControlPlaneDB.assign_and_lease` — one `BEGIN IMMEDIATE` transaction |
+| Mutation gate | `require_valid_assignment` — live lease + allowed action + non-terminal work + non-stale head |
+| Heartbeat / release / expire | Lease lifecycle helpers |
+| Terminal-lock index | Routing signal for #600 (terminal path first) |
+| `incident_links` | Provider-neutral link model for #612 — **not** assignable work; scope keys NULL-safe |
+
+## Hard rules (enforced in code)
+
+1. Assignable `work_items.kind` ∈ {`issue`, `pr`} only — **never** raw Sentry/GlitchTip incidents.
+2. Two concurrent sessions cannot both receive an active assignment on the same open work item (second gets `wait`).
+3. Merged/closed work items return `no_safe_work` at assign time, and `require_valid_assignment` fails closed if the work item becomes terminal later.
+4. Assignments pin `expected_head_sha`; mutations fail closed if the work item head drifts.
+5. SQLite path is the **single-writer MVP** (`GITEA_CONTROL_PLANE_DB`, default under `~/.cache/gitea-tools/control-plane/`). Multi-session multi-host production requires **Postgres** or a **single allocator daemon** (ADR §6).
+6. `incident_links` optional scope fields are stored as empty strings (never NULL) so UNIQUE is canonical across minimal upserts.
+7. Legacy `incident_links` migration collapses NULL-scope duplicates **only** when Gitea targets **and** all meaningful observation metadata agree (fingerprint, status, event_count, permalink, timestamps, linked PRs, etc.). Conflicting metadata fails closed — no silent discard.
+
+## Dependency chain
+
+```text
+#613 control-plane DB (this)  →  #600 allocator API  →  #612 incident bridge
+```
+
+- **#600** must call this substrate (not file locks / comment-only leases alone) for completion.
+- **#612** must write `incident_links` here and create **Gitea issues**; the allocator assigns those issues, not raw incidents.
+
+## Allocator API (#600)
+
+Module: `allocator_service.py` · MCP tool: `gitea_allocate_next_work`
+
+- Workers call `gitea_allocate_next_work(apply=false|true)` instead of self-selecting work.
+- `apply=false` returns a dry-run selection (`outcome=preview`) with skip reasons.
+- `apply=true` reserves via `ControlPlaneDB.assign_and_lease` (atomic assignment+lease).
+- Coordination source is **always** the control-plane DB — not file locks or comment-only leases.
+- Routing follows ADR §5.3 (REQUEST_CHANGES → author, terminal path first, foreign lease → wait).
+- Raw monitoring incidents are never candidates.
+
+
+## Lease lifecycle API (#601)
+
+Module: `lease_lifecycle.py` · MCP tools: `gitea_*_workflow_lease(s)`
+
+Active control-plane leases are **first-class workflow state**:
+
+| Tool | Purpose |
+|------|---------|
+| `gitea_list_workflow_leases` | List active (or all) leases for a repo |
+| `gitea_inspect_workflow_lease` | Freshness + `safe_next_action` for one lease id |
+| `gitea_adopt_workflow_lease` | Owner-resume or sanctioned reclaim with provenance |
+| `gitea_release_workflow_lease` | Explicit owner release (audited) |
+| `gitea_expire_workflow_leases` | Deterministic expire of past-`expires_at` leases |
+| `gitea_abandon_workflow_lease` | Abandon with required proof |
+| `gitea_reclaim_expired_workflow_lease` | Expire + re-assign with provenance |
+
+### Hard rules
+
+1. Control-plane DB is the coordination authority — file locks / comment-only leases are not authoritative alone.
+2. Active foreign leases cannot be stolen; inspect returns `wait_foreign_active`.
+3. Abandon requires `(dead_process OR missing_worktree)` and `no_live_mutation_risk`; foreign abandon also needs `operator_authorized` or full dead+missing+no_open_pr proof.
+4. Adopt provenance always records `adopted_from_session_id`, `adopted_by_session_id`, work identity, optional head SHA, and worktree path.
+5. Reviewer→merger comment handoff (`gitea_adopt_merger_pr_lease`) is unchanged and remains the Gitea-thread durability path.
+
+```bash
+python3 -m pytest tests/test_lease_lifecycle.py tests/test_control_plane_db.py tests/test_allocator_service.py tests/test_merger_lease_adoption.py -q
+```
+
+## Incident bridge (#612)
+
+Module: `incident_bridge.py` · MCP tools: `gitea_observability_*`
+
+- Bridge converts Sentry/GlitchTip observations → **normal Gitea issues** + `incident_links`.
+- Phase-1: `gitea_observability_reconcile_incident(apply=false|true)` with JSON observation.
+- Dry-run performs **no** Gitea mutation and **no** DB write.
+- Apply reuses existing links or creates one Gitea issue; never invents `work_items.kind=incident`.
+- Config: `GITEA_OBSERVABILITY_PROJECTS_JSON` or `GITEA_OBSERVABILITY_PROJECTS_FILE`.
+- Provider tokens never appear in issue bodies, links, or tool results.
+- Allocator sees bridge work only after a Gitea issue exists.
+
+## Non-goals (intentionally deferred)
+
+- Full unsupervised watchdog auto-filing (prefer explicit reconcile first)
+- Assuming GlitchTip writeback API equals Sentry without verification
+- Gitea comment/label mirror writers for every assignment (optional later)
+
+## Tests
+
+```bash
+python3 -m pytest tests/test_control_plane_db.py -q
+```

docs/architecture/mcp-allocator-control-plane-observability-adr.md

@@ -0,0 +1,301 @@
+# ADR: MCP allocator, control-plane DB, and Sentry/GlitchTip incident bridge architecture
+
+- **Status:** Accepted (implementation pending; blocks code for #600 / #612 / #613)
+- **Date:** 2026-07-09
+- **Tracking issues:**
+  - [#613](https://gitea.prgs.cc/Scaled-Tech-Consulting/Gitea-Tools/issues/613) — control-plane DB (first)
+  - [#600](https://gitea.prgs.cc/Scaled-Tech-Consulting/Gitea-Tools/issues/600) — allocator API (second)
+  - [#612](https://gitea.prgs.cc/Scaled-Tech-Consulting/Gitea-Tools/issues/612) — Sentry/GlitchTip incident bridge (third)
+- **Related:** existing GlitchTip contracts (`glitchtip-to-gitea-workflow-design.md`, `glitchtip-gitea-deduplication-linking-design.md`), trust boundaries (`tool-boundaries.md`, `safety-model.md`), current leases (`pr_work_lease.py`, `issue_lock_store.py`)
+
+## 1. Context
+
+Multiple LLM sessions can independently inspect the Gitea queue and start the same issue or PR. Existing coordination (Gitea comment leases, local issue-lock files, labels) often detects collisions **after** work has started. Parallel issues #600, #612, and #613 each describe part of a fix; without one ADR they risk overlapping stores, wrong dependency order, and trust-boundary violations.
+
+This ADR is the canonical architecture decision **before** implementing those issues.
+
+## 2. Decision summary (core)
+
+| Layer | Owns | Must not |
+|-------|------|----------|
+| **Control-plane DB** | Sessions, atomic assignment, leases, heartbeats, terminal-lock index, events, incident links | Bypass Gitea workflow gates or replace issue/PR history |
+| **Gitea** | Durable work record: issues, PRs, comments, labels, reviews, merges | Be the only concurrency lock under multi-session load |
+| **Sentry / GlitchTip** | Incidents, events, provider UI | Assign work, approve/merge/close, or mutate Gitea outside the bridge |
+| **Incident bridge** | Provider adapters, reconcile/create Gitea issues, link storage upsert, optional provider writeback | Hand raw provider incidents to the allocator as work items |
+
+**One-liner:** **DB coordinates. Gitea records. Sentry/GlitchTip observe. The bridge is the only path that turns observations into Gitea work. The allocator assigns only Gitea issues/PRs, never raw monitoring incidents.**
+
+## 3. Dependency order
+
+Implementation **must** follow:
+
+```text
+#613 control-plane DB  →  #600 allocator API  →  #612 incident bridge
+   (atomic substrate)      (routing policy)       (feeds Gitea work)
+```
+
+| Issue | Role | Depends on |
+|-------|------|------------|
+| **#613** | Durable coordination DB + lease/assignment transactions | — |
+| **#600** | `gitea_allocate_next_work` policy and tool surface | **#613** (hard) |
+| **#612** | Multi-project Sentry/GlitchTip → Gitea bridge | **#613** for `incident_links` index; **#600** before treating bridge-created issues as allocator feed in multi-worker prod |
+
+**Hard rules:**
+
+1. Do **not** implement #600 on file locks / comment-only leases and call it done.
+2. Do **not** ship #612 as a second assignment system for raw incidents.
+3. Partial previews (read-only list tools, schema stubs) may land earlier if they do not claim “allocator complete” or “bridge complete.”
+
+## 4. Authority boundaries
+
+### 4.1 Gitea (durable source of truth for work)
+
+Gitea remains authoritative for:
+
+- Issue and PR identity, titles, bodies, state (open/closed/merged)
+- Comments, reviews, approvals, REQUEST_CHANGES
+- Labels and workflow status labels (`status:ready`, `status:in-progress`, …)
+- Merges, closes, branch refs as recorded by Gitea/git hosting
+
+Operators and auditors read **history** from Gitea.
+
+### 4.2 Control-plane DB (coordination / index)
+
+The control-plane DB is authoritative for **live multi-session coordination**:
+
+- Which session holds which assignment/lease
+- Heartbeat freshness and expiry
+- Terminal-lock index for routing
+- Event log of allocation/lease transitions
+- `incident_links` index (see §8)
+
+It is **not** a substitute for Gitea history. When DB and Gitea disagree on durable work state (e.g. PR already merged), **Gitea wins**; the DB is reconciled.
+
+### 4.3 Sentry / GlitchTip (observe)
+
+Providers own incident lifecycle and raw event data. They:
+
+- Must **not** bypass Gitea gates
+- Must **not** assign LLM work
+- May receive **writeback** of resolution status only through the bridge, when configured and supported
+
+### 4.4 Trust boundaries for credentials
+
+Aligned with `docs/tool-boundaries.md` and `docs/safety-model.md`:
+
+- **One MCP server process per trust boundary** remains the default.
+- Monitor API tokens (Sentry/GlitchTip) live in the **bridge/orchestrator boundary** (or a dedicated observability write/read profile), **not** blindly inside every Gitea MCP author/reviewer/merger process.
+- Gitea tokens stay on Gitea MCP profiles only.
+- Orchestrators compose services; they must not become a single credential pool that silently mixes Gitea write + monitor tokens into every worker.
+
+Tool names such as `gitea_observability_*` may exist as a **namespace façade** only if the runtime still enforces separate credential scopes (e.g. bridge process vs pure Gitea mutation process).
+
+## 5. Allocator rules (#600 on top of #613)
+
+### 5.1 Worker contract
+
+- Workers **do not self-select** work under the standard multi-LLM workflow.
+- Workers call **`gitea_allocate_next_work`** (with `apply=true` only when taking work).
+- Mutations that claim exclusive work require a **valid assignment and lease** from the control-plane DB.
+- Return values include at least: role, issue/PR number, expected head SHA (when applicable), lease ID, expiry, allowed actions, forbidden actions — or a non-assignment outcome (`WAIT`, terminal-path block, no safe work, needs controller, etc.).
+
+### 5.2 Atomic reserve
+
+- **Assignment creation and lease creation happen in one DB transaction.**
+- Two concurrent sessions **must not** receive the same issue/PR as assigned work.
+- On contention: second session gets **WAIT** or **owner-resume**, never a duplicate lease.
+
+### 5.3 Routing policy
+
+| Condition | Route |
+|-----------|--------|
+| Current-head **REQUEST_CHANGES** | **Author** (not reviewer/merger) |
+| **Stale** approval (approval not on current head) | **Reviewer** |
+| **Clean** approval on current head, mergeable | **Merger** |
+| Contested / contaminated approval | **Diagnosis / reconciler** (controller path) |
+| Active **foreign** lease | **WAIT** or **owner-resume** |
+| **Terminal-review** lock present | **Terminal-path resolution first** before downstream review work |
+| Merged / closed PR | **Never assign** |
+| Issue locked by sanctioned lease | **Never assign** to another worker unless lease cleanup/adoption is sanctioned |
+
+### 5.4 Relationship to Gitea mirrors
+
+After a successful assignment, the allocator (or sanctioned tooling) may update Gitea comments/labels so humans and audits see state. Those mirrors **are not** the sole lock source.
+
+## 6. Control-plane DB topology (#613)
+
+### 6.1 Preferred architecture (multi-daemon / Proxmox)
+
+For true multi-session concurrency (multiple MCP daemons, multiple hosts, or Proxmox VMs):
+
+**Prefer either:**
+
+1. **Shared Postgres** used by all Gitea MCP profiles / allocator callers, **or**
+2. A **single allocator daemon** (sole writer to the coordination store) that all workers call over MCP/RPC.
+
+Both satisfy: one transactional authority for “who has this work item.”
+
+### 6.2 SQLite MVP
+
+SQLite is acceptable **only** for a **single-writer MVP**:
+
+- One process owns writes (allocator daemon or single co-located MCP server), **or**
+- Documented single-host single-daemon experiments with file locking and no multi-host claims.
+
+SQLite is **not** sufficient to declare multi-session production readiness when four independent LLM sessions talk to four MCP processes without a shared writer.
+
+### 6.3 Suggested entities (normative shape)
+
+Minimum logical entities (names may vary; semantics must not):
+
+1. **sessions** — session_id, role/profile, namespace, pid, started_at, last_heartbeat_at, status  
+2. **work_items** — remote/org/repo, kind ∈ {`issue`, `pr`}, number, state, priority, current_head_sha, updated_at  
+3. **leases** — lease_id, work_item_id, session_id, role, phase, expires_at, heartbeat_at, status  
+4. **assignments** — assignment_id, work_item_id, session_id, allowed_action(s), expected_head_sha, status  
+5. **terminal_locks** — repo/org, terminal_pr, review_id, decision, status, cleanup_state  
+6. **events** — event_id, work_item_id, type, message, created_at  
+7. **incident_links** — provider-neutral link model (see §8)
+
+**Explicit non-kind:** do **not** use `work_items.kind = sentry_incident` (or glitchtip_incident) as an assignable work unit. Incidents become work only after the bridge creates/links a **Gitea issue**.
+
+## 7. Lease migration (avoid split-brain)
+
+### 7.1 Target state
+
+- **Primary** for live coordination: **control-plane DB** leases and assignments.
+- **Gitea comment leases** (e.g. `<!-- mcp-review-lease:v1 -->`) and **local issue-lock files** become:
+  - **mirrors** of DB state for human visibility / recovery, and/or
+  - written **only** through the allocator (or sanctioned lease tools that update DB + mirror in one workflow).
+
+### 7.2 Migration rules
+
+1. New exclusive claims go through DB assignment+lease first.
+2. Comment lease / file lock writers that skip the DB are **deprecated** once #613+#600 land.
+3. Reconciler tooling heals: expired DB lease, orphan Gitea comment, orphan local file — fail closed when ambiguous.
+4. **Split-brain is a defect:** “DB free + Gitea comment leased” or “DB leased + Gitea free” must be detectable and reconcilable; production paths must not rely on two independent writers.
+
+### 7.3 Heartbeats
+
+- Heartbeats update the **DB**.
+- Optional Gitea summaries must avoid comment spam (periodic summary or edit-in-place policy).
+
+## 8. Observability bridge (#612)
+
+### 8.1 Role
+
+The bridge:
+
+1. Scans configured Sentry and/or GlitchTip projects (multi-project mappings).
+2. Deduplicates against existing links / Gitea issues.
+3. Creates or updates **normal Gitea issues** (labels, sanitized body, provider URL).
+4. Upserts **one** canonical `incident_links` row.
+5. Optionally writes resolution status back to the provider when supported.
+6. Never approves, merges, closes, or otherwise bypasses Gitea workflow gates.
+
+### 8.2 Allocator interaction
+
+- The allocator sees observability work **only after** a Gitea issue exists (typically `status:ready` + observability labels).
+- **Do not assign raw Sentry/GlitchTip incidents** as work items.
+- Bridge AC “allocator can see linked issues” means: **as ordinary Gitea issues**, not a special incident queue.
+
+### 8.3 Provider adapters and trust
+
+- Separate **Sentry** and **GlitchTip** adapters; document API differences; do not assume writeback parity.
+- Self-hosted base URLs supported (e.g. `https://sentry.prgs.cc`).
+- Tokens from environment / secret store only.
+- Prefer phase-1 **explicit reconcile / dry-run** before unsupervised watchdog auto-filing, consistent with existing GlitchTip filing safety contracts.
+
+### 8.4 Home of implementation
+
+Filing/orchestration may live in:
+
+- a control-plane / bridge package or profile, and/or  
+- Gitea-Tools as operator-facing tools that **delegate** to that boundary,
+
+but must not violate §4.4 credential isolation.
+
+## 9. Incident link storage (single source of truth)
+
+### 9.1 Canonical model: `incident_links` (provider-neutral)
+
+Prefer a **provider-neutral** model over Sentry-only `sentry_links`:
+
+| Field (logical) | Purpose |
+|-----------------|---------|
+| provider | `sentry` \| `glitchtip` \| … |
+| provider_base_url | Self-hosted base |
+| provider_org / provider_project | Mapping key |
+| provider_issue_id / provider_short_id | Provider identity |
+| provider_permalink | Human URL |
+| fingerprint | Stable dedupe key when available |
+| gitea_org / gitea_repo / gitea_issue_number | Linked work |
+| linked_pr_numbers | Optional PR association |
+| first_seen / last_seen / event_count | Summary metrics (safe) |
+| status | link lifecycle |
+| release_resolved_at / last_sync_at | Sync bookkeeping |
+
+### 9.2 Gitea as human mirror
+
+- Issue body markers / structured comments (e.g. HTML comment metadata) remain the **human- and audit-visible mirror**.
+- They must stay consistent with `incident_links` but are **not** a second independent write path for inventing links without the bridge.
+
+### 9.3 One truth
+
+- **Do not** maintain two independent systems of record (e.g. full mapping only in #612 storage **and** a separate #613 `sentry_links` with different semantics).
+- #612 implementation **must** use the same `incident_links` model introduced under #613 (or a single agreed store both reference).
+
+## 10. Security and redaction
+
+Mandatory for bridge payloads, Gitea issue bodies/comments, DB-stored event summaries, and logs:
+
+- No API tokens, DSNs, passwords, cookies, auth headers
+- No keychain IDs, private config contents, raw session-state files, full prompt bodies
+- Sanitize stack locals and request data; store only safe tags/context
+- Logs must never print provider tokens or DSNs
+- Redaction tests are required for #612
+
+## 11. Non-goals
+
+- Replace Gitea as the durable workflow record  
+- Let Sentry/GlitchTip assign work or mutate Gitea workflow state outside sanctioned tools  
+- Let the bridge approve, merge, close, release, or bypass Gitea gates  
+- Implement #600 on file locks / comments alone and call allocator complete  
+- Treat raw monitoring incidents as `work_items` for the allocator  
+- Put monitor tokens into every Gitea MCP worker process by default  
+
+## 12. Consequences
+
+### Positive
+
+- Clear implementation order and ownership  
+- Multi-session safety becomes testable at the DB layer  
+- Observability becomes assignable work without special-casing the allocator  
+- Trust boundaries stay compatible with existing control-plane docs  
+
+### Costs / risks
+
+- Migration from comment/file leases requires reconciler work  
+- Shared Postgres or single allocator daemon is operational cost  
+- Bridge must be careful not to spam Gitea issues (dedupe, caps, policy modes)  
+
+### Follow-ups (documentation only until implemented)
+
+1. Update #600, #612, and #613 bodies to **link this ADR** and restate hard dependencies.  
+2. Implement #613 schema + atomic assign/lease.  
+3. Implement #600 against the DB.  
+4. Implement #612 against `incident_links` + Gitea create/update.  
+5. Deprecate dual writers for leases.
+
+## 13. Acceptance criteria for *this* ADR
+
+This document is accepted when:
+
+1. It is merged into `docs/architecture/` on the default branch.  
+2. #600 / #612 / #613 (or their PRs) reference this path as the architecture source of truth.  
+3. No implementation PR for those issues claims completion without conforming to §§2–11.
+
+## 14. Document history
+
+| Date | Change |
+|------|--------|
+| 2026-07-09 | Initial ADR: dependency order, authority model, topology, lease migration, bridge, `incident_links`, security, non-goals |

incident_bridge.py

@@ -0,0 +1,788 @@
+"""Observability incident bridge (#612).
+
+Converts Sentry/GlitchTip **observations** into durable **Gitea issues** and
+``incident_links`` rows on the #613 control-plane DB.
+
+Hard rules (ADR):
+* Gitea owns work; providers own incidents; the bridge only links them.
+* Raw monitoring incidents are **never** assignable ``work_items``.
+* The #600 allocator sees bridge work only as normal Gitea issues.
+* Phase-1 prefers dry-run / explicit reconcile; apply creates/links issues.
+* No tokens, DSNs, cookies, or other secrets in bodies, DB, or logs.
+"""
+
+from __future__ import annotations
+
+import json
+import os
+import re
+from dataclasses import dataclass, field
+from typing import Any, Callable, Sequence
+
+from control_plane_db import ControlPlaneDB, ControlPlaneError, WORK_KINDS, _norm_scope
+
+PROVIDERS = frozenset({"sentry", "glitchtip"})
+
+OUTCOME_PREVIEW = "preview"
+OUTCOME_LINKED = "linked_existing"
+OUTCOME_CREATED = "created_issue"
+OUTCOME_UPDATED = "updated_link"
+OUTCOME_BLOCKED = "blocked"
+OUTCOME_NO_ACTION = "no_safe_action"
+
+# Patterns scrubbed from any bridge-facing text (bodies, titles, tags, logs).
+_SECRET_PATTERNS: tuple[re.Pattern[str], ...] = (
+    re.compile(
+        r"(?i)\b(api[_-]?token|token|secret|password|passwd)\s*[:=]\s*\S+"
+    ),
+    re.compile(
+        r"(?i)\bAuthorization\s*[:=]\s*(?:Bearer\s+)?[A-Za-z0-9._\-+=/]{8,}"
+    ),
+    re.compile(r"(?i)\bBearer\s+[A-Za-z0-9._\-]{8,}"),
+    re.compile(r"(?i)\bBasic\s+[A-Za-z0-9+/=]{8,}"),
+    re.compile(r"(?i)\b(dsn|sentry_dsn|glitchtip_dsn)\s*[:=]\s*\S+"),
+    re.compile(r"https?://[^/\s]+:[^@/\s]+@"),  # user:pass@host
+    re.compile(r"(?i)\b(keychain[_-]?id|private[_-]?key)\s*[:=]\s*\S+"),
+    re.compile(r"(?i)cookie\s*[:=]\s*[^\s;]+"),
+    re.compile(r"(?i)\bsession[_-]?id\s*[:=]\s*\S+"),
+)
+
+_SENSITIVE_TAG_KEYS = frozenset(
+    {
+        "authorization",
+        "cookie",
+        "set-cookie",
+        "password",
+        "passwd",
+        "secret",
+        "token",
+        "api_key",
+        "apikey",
+        "dsn",
+        "sentry_dsn",
+        "access_token",
+        "refresh_token",
+    }
+)
+
+DEFAULT_LABELS = (
+    "type:bug",
+    "observability",
+    "status:ready",
+)
+
+
+@dataclass(frozen=True)
+class ProjectMapping:
+    """Maps a monitoring project to a Gitea repository."""
+
+    name: str
+    provider: str
+    monitor_base_url: str
+    monitor_org: str
+    monitor_project: str
+    gitea_org: str
+    gitea_repo: str
+    default_labels: tuple[str, ...] = DEFAULT_LABELS
+    environment_filters: tuple[str, ...] = ()
+    severity_threshold: str | None = None
+
+    def __post_init__(self) -> None:
+        prov = (self.provider or "").strip().lower()
+        if prov not in PROVIDERS:
+            raise ControlPlaneError(
+                f"unknown provider '{self.provider}'; expected one of {sorted(PROVIDERS)}"
+            )
+        object.__setattr__(self, "provider", prov)
+        object.__setattr__(self, "monitor_base_url", (self.monitor_base_url or "").rstrip("/"))
+        object.__setattr__(self, "monitor_org", (self.monitor_org or "").strip())
+        object.__setattr__(self, "monitor_project", (self.monitor_project or "").strip())
+        object.__setattr__(self, "gitea_org", (self.gitea_org or "").strip())
+        object.__setattr__(self, "gitea_repo", (self.gitea_repo or "").strip())
+        object.__setattr__(
+            self,
+            "default_labels",
+            tuple(str(x).strip() for x in (self.default_labels or DEFAULT_LABELS) if str(x).strip()),
+        )
+
+    def as_dict(self) -> dict[str, Any]:
+        return {
+            "name": self.name,
+            "provider": self.provider,
+            "monitor_base_url": self.monitor_base_url,
+            "monitor_org": self.monitor_org,
+            "monitor_project": self.monitor_project,
+            "gitea_org": self.gitea_org,
+            "gitea_repo": self.gitea_repo,
+            "default_labels": list(self.default_labels),
+            "environment_filters": list(self.environment_filters),
+            "severity_threshold": self.severity_threshold,
+        }
+
+    def matches_observation(self, obs: dict[str, Any]) -> bool:
+        if (obs.get("provider") or "").strip().lower() != self.provider:
+            return False
+        base = (obs.get("provider_base_url") or obs.get("monitor_base_url") or "").rstrip("/")
+        if base and self.monitor_base_url and base != self.monitor_base_url:
+            return False
+        org = (obs.get("provider_org") or obs.get("monitor_org") or "").strip()
+        if org and self.monitor_org and org != self.monitor_org:
+            return False
+        project = (obs.get("provider_project") or obs.get("monitor_project") or "").strip()
+        if project and self.monitor_project and project != self.monitor_project:
+            return False
+        return True
+
+
+@dataclass
+class NormalizedIncident:
+    provider: str
+    provider_base_url: str
+    provider_org: str
+    provider_project: str
+    provider_issue_id: str
+    provider_short_id: str | None = None
+    provider_permalink: str | None = None
+    fingerprint: str | None = None
+    first_seen: str | None = None
+    last_seen: str | None = None
+    event_count: int | None = None
+    status: str = "open"
+    environment: str | None = None
+    severity: str | None = None
+    culprit: str | None = None
+    title: str = ""
+    summary: str = ""
+    tags: dict[str, str] = field(default_factory=dict)
+    gitea_org: str = ""
+    gitea_repo: str = ""
+    default_labels: tuple[str, ...] = DEFAULT_LABELS
+
+    def provider_key(self) -> tuple[str, str, str, str, str]:
+        return (
+            self.provider,
+            _norm_scope(self.provider_base_url),
+            _norm_scope(self.provider_org),
+            _norm_scope(self.provider_project),
+            str(self.provider_issue_id),
+        )
+
+    def as_dict(self) -> dict[str, Any]:
+        return {
+            "provider": self.provider,
+            "provider_base_url": self.provider_base_url,
+            "provider_org": self.provider_org,
+            "provider_project": self.provider_project,
+            "provider_issue_id": self.provider_issue_id,
+            "provider_short_id": self.provider_short_id,
+            "provider_permalink": self.provider_permalink,
+            "fingerprint": self.fingerprint,
+            "first_seen": self.first_seen,
+            "last_seen": self.last_seen,
+            "event_count": self.event_count,
+            "status": self.status,
+            "environment": self.environment,
+            "severity": self.severity,
+            "culprit": self.culprit,
+            "title": self.title,
+            "summary": self.summary,
+            "tags": dict(self.tags),
+            "gitea_org": self.gitea_org,
+            "gitea_repo": self.gitea_repo,
+            "default_labels": list(self.default_labels),
+        }
+
+
+def redact_text(value: Any) -> str:
+    """Redact secret-like material from a string (fail closed to empty)."""
+    if value is None:
+        return ""
+    text = str(value)
+    for pat in _SECRET_PATTERNS:
+        text = pat.sub("[REDACTED]", text)
+    return text
+
+
+def sanitize_tags(tags: Any) -> dict[str, str]:
+    if not isinstance(tags, dict):
+        return {}
+    out: dict[str, str] = {}
+    for k, v in tags.items():
+        key = str(k).strip().lower()
+        if not key or key in _SENSITIVE_TAG_KEYS:
+            continue
+        if any(s in key for s in ("token", "secret", "password", "cookie", "auth", "dsn")):
+            continue
+        val = redact_text(v)
+        if "[REDACTED]" in val:
+            continue
+        if len(val) > 200:
+            val = val[:200] + "…"
+        out[key] = val
+    return out
+
+
+def project_mapping_from_dict(data: dict[str, Any]) -> ProjectMapping:
+    labels = data.get("default_labels") or DEFAULT_LABELS
+    envs = data.get("environment_filters") or ()
+    return ProjectMapping(
+        name=str(data.get("name") or data.get("monitor_project") or "unnamed"),
+        provider=str(data.get("provider") or ""),
+        monitor_base_url=str(data.get("monitor_base_url") or data.get("provider_base_url") or ""),
+        monitor_org=str(data.get("monitor_org") or data.get("provider_org") or ""),
+        monitor_project=str(data.get("monitor_project") or data.get("provider_project") or ""),
+        gitea_org=str(data.get("gitea_org") or ""),
+        gitea_repo=str(data.get("gitea_repo") or ""),
+        default_labels=tuple(labels),
+        environment_filters=tuple(envs),
+        severity_threshold=data.get("severity_threshold"),
+    )
+
+
+def load_project_mappings(
+    *,
+    config_path: str | None = None,
+    mappings_json: str | None = None,
+) -> list[ProjectMapping]:
+    """Load project mappings from JSON env, file, or explicit JSON string.
+
+    Env: ``GITEA_OBSERVABILITY_PROJECTS_JSON`` or path
+    ``GITEA_OBSERVABILITY_PROJECTS_FILE``.
+    """
+    raw: Any = None
+    if mappings_json:
+        raw = json.loads(mappings_json)
+    else:
+        env_json = (os.environ.get("GITEA_OBSERVABILITY_PROJECTS_JSON") or "").strip()
+        path = (
+            (config_path or "").strip()
+            or (os.environ.get("GITEA_OBSERVABILITY_PROJECTS_FILE") or "").strip()
+        )
+        if env_json:
+            raw = json.loads(env_json)
+        elif path and os.path.isfile(path):
+            with open(path, encoding="utf-8") as fh:
+                raw = json.load(fh)
+    if raw is None:
+        return []
+    if isinstance(raw, dict) and "projects" in raw:
+        raw = raw["projects"]
+    if not isinstance(raw, list):
+        raise ControlPlaneError("observability project mappings must be a list")
+    return [project_mapping_from_dict(item) for item in raw if isinstance(item, dict)]
+
+
+def resolve_mapping(
+    observation: dict[str, Any],
+    mappings: Sequence[ProjectMapping],
+    *,
+    explicit: ProjectMapping | None = None,
+) -> ProjectMapping | None:
+    if explicit is not None:
+        return explicit
+    matches = [m for m in mappings if m.matches_observation(observation)]
+    if len(matches) == 1:
+        return matches[0]
+    if len(matches) > 1:
+        raise ControlPlaneError(
+            "ambiguous project mapping for observation: "
+            + ", ".join(m.name for m in matches)
+            + " (fail closed, #612)"
+        )
+    # Fallback: observation itself may carry gitea targets
+    g_org = (observation.get("gitea_org") or "").strip()
+    g_repo = (observation.get("gitea_repo") or "").strip()
+    provider = (observation.get("provider") or "").strip().lower()
+    if g_org and g_repo and provider in PROVIDERS:
+        return ProjectMapping(
+            name=f"inline-{provider}",
+            provider=provider,
+            monitor_base_url=str(
+                observation.get("provider_base_url")
+                or observation.get("monitor_base_url")
+                or ""
+            ),
+            monitor_org=str(
+                observation.get("provider_org") or observation.get("monitor_org") or ""
+            ),
+            monitor_project=str(
+                observation.get("provider_project")
+                or observation.get("monitor_project")
+                or ""
+            ),
+            gitea_org=g_org,
+            gitea_repo=g_repo,
+            default_labels=tuple(observation.get("default_labels") or DEFAULT_LABELS),
+        )
+    return None
+
+
+def normalize_incident(
+    observation: dict[str, Any],
+    mapping: ProjectMapping,
+) -> NormalizedIncident:
+    """Normalize + sanitize a raw provider observation (fail closed)."""
+    if not isinstance(observation, dict):
+        raise ControlPlaneError("observation must be a dict (fail closed, #612)")
+
+    provider = (observation.get("provider") or mapping.provider or "").strip().lower()
+    if provider not in PROVIDERS:
+        raise ControlPlaneError(
+            f"unknown provider '{provider}'; expected {sorted(PROVIDERS)} (fail closed)"
+        )
+    if provider != mapping.provider:
+        raise ControlPlaneError(
+            f"observation provider '{provider}' does not match mapping "
+            f"'{mapping.provider}' (fail closed, #612)"
+        )
+
+    issue_id = observation.get("provider_issue_id") or observation.get("id")
+    if issue_id is None or str(issue_id).strip() == "":
+        raise ControlPlaneError(
+            "observation missing provider_issue_id (fail closed, #612)"
+        )
+
+    base = (
+        observation.get("provider_base_url")
+        or observation.get("monitor_base_url")
+        or mapping.monitor_base_url
+        or ""
+    )
+    org = (
+        observation.get("provider_org")
+        or observation.get("monitor_org")
+        or mapping.monitor_org
+        or ""
+    )
+    project = (
+        observation.get("provider_project")
+        or observation.get("monitor_project")
+        or mapping.monitor_project
+        or ""
+    )
+
+    title = redact_text(
+        observation.get("title")
+        or observation.get("culprit")
+        or f"{provider} incident {issue_id}"
+    )
+    meta = observation.get("metadata")
+    meta_value = meta.get("value") if isinstance(meta, dict) else None
+    raw_sum = (
+        observation.get("summary")
+        or observation.get("message")
+        or meta_value
+        or title
+    )
+    summary = redact_text(raw_sum)
+
+    permalink = observation.get("provider_permalink") or observation.get("permalink")
+    if permalink:
+        permalink = redact_text(permalink)
+        if "[REDACTED]" in permalink:
+            permalink = None
+
+    tags = sanitize_tags(observation.get("tags") or {})
+    event_count = observation.get("event_count") or observation.get("count")
+    try:
+        event_count_i = int(event_count) if event_count is not None else None
+    except (TypeError, ValueError):
+        event_count_i = None
+
+    return NormalizedIncident(
+        provider=provider,
+        provider_base_url=str(base).rstrip("/"),
+        provider_org=str(org).strip(),
+        provider_project=str(project).strip(),
+        provider_issue_id=str(issue_id).strip(),
+        provider_short_id=redact_text(observation.get("provider_short_id") or observation.get("shortId") or "")
+        or None,
+        provider_permalink=permalink,
+        fingerprint=redact_text(observation.get("fingerprint") or "") or None,
+        first_seen=str(observation.get("first_seen") or observation.get("firstSeen") or "")
+        or None,
+        last_seen=str(observation.get("last_seen") or observation.get("lastSeen") or "")
+        or None,
+        event_count=event_count_i,
+        status=str(observation.get("status") or "open").strip().lower() or "open",
+        environment=redact_text(observation.get("environment") or "") or None,
+        severity=redact_text(observation.get("severity") or observation.get("level") or "")
+        or None,
+        culprit=redact_text(observation.get("culprit") or "") or None,
+        title=title[:200],
+        summary=summary[:2000],
+        tags=tags,
+        gitea_org=mapping.gitea_org,
+        gitea_repo=mapping.gitea_repo,
+        default_labels=mapping.default_labels,
+    )
+
+
+def build_gitea_issue_title(inc: NormalizedIncident) -> str:
+    env = f" [{inc.environment}]" if inc.environment else ""
+    sev = f" ({inc.severity})" if inc.severity else ""
+    return redact_text(f"[obs:{inc.provider}]{env}{sev} {inc.title}")[:180]
+
+
+def build_gitea_issue_body(inc: NormalizedIncident) -> str:
+    """Sanitized durable issue body (no secrets)."""
+    lines = [
+        "## Observability incident (bridge #612)",
+        "",
+        "<!-- mcp-incident-bridge:v1 -->",
+        f"<!-- provider={inc.provider} issue_id={inc.provider_issue_id} -->",
+        "",
+        f"- **provider:** `{inc.provider}`",
+        f"- **provider_issue_id:** `{inc.provider_issue_id}`",
+    ]
+    if inc.provider_short_id:
+        lines.append(f"- **provider_short_id:** `{inc.provider_short_id}`")
+    if inc.provider_permalink:
+        lines.append(f"- **provider_url:** {inc.provider_permalink}")
+    lines.extend(
+        [
+            f"- **provider_org/project:** `{inc.provider_org}` / `{inc.provider_project}`",
+            f"- **base_url:** `{inc.provider_base_url}`",
+            f"- **fingerprint:** `{inc.fingerprint or ''}`",
+            f"- **first_seen:** `{inc.first_seen or ''}`",
+            f"- **last_seen:** `{inc.last_seen or ''}`",
+            f"- **event_count:** `{inc.event_count if inc.event_count is not None else ''}`",
+            f"- **environment:** `{inc.environment or ''}`",
+            f"- **severity:** `{inc.severity or ''}`",
+            f"- **culprit:** `{inc.culprit or ''}`",
+            f"- **status:** `{inc.status}`",
+            "",
+            "### Summary",
+            "",
+            redact_text(inc.summary) or "(no summary)",
+            "",
+            "### Safe tags",
+            "",
+        ]
+    )
+    if inc.tags:
+        for k, v in sorted(inc.tags.items()):
+            lines.append(f"- `{k}`: `{v}`")
+    else:
+        lines.append("- (none)")
+    lines.extend(
+        [
+            "",
+            "### Canonical next action",
+            "",
+            "Author: investigate and fix under normal Gitea workflow. "
+            "Allocator may select this issue as ordinary Gitea work "
+            "(never as a raw provider incident).",
+            "",
+            "### Bridge notes",
+            "",
+            "- Raw Sentry/GlitchTip incidents are **not** assignable work items.",
+            "- Gitea remains the durable work record; DB stores `incident_links` only.",
+            "- Provider tokens must never appear in this issue.",
+        ]
+    )
+    return "\n".join(lines)
+
+
+def _link_conflict(existing: dict[str, Any], inc: NormalizedIncident) -> str | None:
+    """Fail closed if existing link targets a different Gitea issue/repo."""
+    eg_org = str(existing.get("gitea_org") or "")
+    eg_repo = str(existing.get("gitea_repo") or "")
+    eg_num = existing.get("gitea_issue_number")
+    if eg_org and eg_org != inc.gitea_org:
+        return (
+            f"existing link points to org '{eg_org}', mapping wants "
+            f"'{inc.gitea_org}' (fail closed, #612)"
+        )
+    if eg_repo and eg_repo != inc.gitea_repo:
+        return (
+            f"existing link points to repo '{eg_repo}', mapping wants "
+            f"'{inc.gitea_repo}' (fail closed, #612)"
+        )
+    # fingerprint conflict when both present and disagree
+    ef = (existing.get("fingerprint") or "").strip()
+    nf = (inc.fingerprint or "").strip()
+    if ef and nf and ef != nf:
+        # Same provider issue id with different fingerprints is ambiguous.
+        return (
+            f"fingerprint conflict for provider issue {inc.provider_issue_id}: "
+            f"link has '{ef}', observation has '{nf}' (fail closed, #612)"
+        )
+    return None
+
+
+CreateIssueFn = Callable[[str, str, list[str], str, str], dict[str, Any]]
+# create_issue_fn(title, body, labels, gitea_org, gitea_repo) -> {"number": int, ...}
+
+
+def reconcile_incident(
+    db: ControlPlaneDB | None,
+    *,
+    observation: dict[str, Any],
+    mappings: Sequence[ProjectMapping] | None = None,
+    mapping: ProjectMapping | None = None,
+    apply: bool = False,
+    create_issue_fn: CreateIssueFn | None = None,
+    force_gitea_issue_number: int | None = None,
+) -> dict[str, Any]:
+    """Reconcile one observation into incident_links + optional Gitea issue.
+
+    *apply=False* (default): preview only — no DB mutation, no Gitea mutation.
+    *apply=True*: upsert link; create Gitea issue when none linked (requires
+    ``create_issue_fn``) or use ``force_gitea_issue_number`` for explicit link.
+
+    Never creates control-plane ``work_items`` for raw incidents.
+    """
+    base: dict[str, Any] = {
+        "success": False,
+        "apply": bool(apply),
+        "outcome": OUTCOME_NO_ACTION,
+        "performed": False,
+        "gitea_mutated": False,
+        "db_mutated": False,
+        "raw_incident_assignable": False,
+        "work_item_kind_would_be": None,
+        "reasons": [],
+        "skipped": None,
+        "incident": None,
+        "existing_link": None,
+        "gitea_issue": None,
+        "action": None,
+        "mapping": None,
+        "substrate": "control_plane_db.incident_links",
+        "durable_work_system": "gitea_issues",
+    }
+
+    if db is None:
+        base["reasons"] = [
+            "control-plane DB substrate unavailable (fail closed, #613/#612)"
+        ]
+        base["outcome"] = OUTCOME_BLOCKED
+        return base
+
+    try:
+        maps = list(mappings or [])
+        resolved = resolve_mapping(observation, maps, explicit=mapping)
+        if resolved is None:
+            base["outcome"] = OUTCOME_BLOCKED
+            base["reasons"] = [
+                "no project mapping for observation (fail closed, #612); "
+                "configure GITEA_OBSERVABILITY_PROJECTS_JSON or pass mapping"
+            ]
+            return base
+        base["mapping"] = resolved.as_dict()
+        inc = normalize_incident(observation, resolved)
+        base["incident"] = inc.as_dict()
+    except (ControlPlaneError, json.JSONDecodeError, TypeError, ValueError) as exc:
+        base["outcome"] = OUTCOME_BLOCKED
+        base["reasons"] = [str(exc)]
+        return base
+
+    # Environment filter (optional)
+    if resolved.environment_filters and inc.environment:
+        allowed = {e.lower() for e in resolved.environment_filters}
+        if inc.environment.lower() not in allowed:
+            base["outcome"] = OUTCOME_NO_ACTION
+            base["reasons"] = [
+                f"environment '{inc.environment}' not in filters "
+                f"{sorted(allowed)}; skip (policy)"
+            ]
+            base["success"] = True
+            base["action"] = "skip_environment_filter"
+            return base
+
+    existing = db.get_incident_link_by_provider(
+        provider=inc.provider,
+        provider_issue_id=inc.provider_issue_id,
+        provider_base_url=inc.provider_base_url,
+        provider_org=inc.provider_org,
+        provider_project=inc.provider_project,
+    )
+    base["existing_link"] = existing
+
+    if existing:
+        conflict = _link_conflict(existing, inc)
+        if conflict:
+            base["outcome"] = OUTCOME_BLOCKED
+            base["reasons"] = [conflict]
+            return base
+
+    title = build_gitea_issue_title(inc)
+    body = build_gitea_issue_body(inc)
+    labels = list(inc.default_labels)
+    if inc.provider and f"{inc.provider}" not in labels:
+        labels.append(inc.provider)
+    if "observability" not in labels:
+        labels.append("observability")
+
+    preview_issue = {
+        "title": title,
+        "body_preview": body[:500] + ("…" if len(body) > 500 else ""),
+        "labels": labels,
+        "gitea_org": inc.gitea_org,
+        "gitea_repo": inc.gitea_repo,
+        "would_create": existing is None and force_gitea_issue_number is None,
+        "would_reuse_issue": int(existing["gitea_issue_number"])
+        if existing
+        else force_gitea_issue_number,
+    }
+    base["gitea_issue_preview"] = preview_issue
+
+    if not apply:
+        base["success"] = True
+        base["outcome"] = OUTCOME_PREVIEW
+        base["action"] = (
+            "preview_reuse_link" if existing else "preview_create_issue"
+        )
+        base["reasons"] = [
+            "dry-run only (apply=false); no Gitea mutation and no DB write — "
+            "call again with apply=true to create/link"
+        ]
+        if existing:
+            base["gitea_issue"] = {
+                "number": existing.get("gitea_issue_number"),
+                "org": existing.get("gitea_org"),
+                "repo": existing.get("gitea_repo"),
+            }
+        # Prove we never treat this as work_item kind incident
+        base["raw_incident_assignable"] = False
+        base["work_item_kind_would_be"] = "issue"  # only after Gitea issue exists
+        return base
+
+    # --- apply path ---
+    issue_number: int | None = None
+    created = False
+    if existing:
+        issue_number = int(existing["gitea_issue_number"])
+        action = "updated_existing_link"
+        outcome = OUTCOME_UPDATED
+    elif force_gitea_issue_number is not None:
+        issue_number = int(force_gitea_issue_number)
+        action = "link_explicit_issue"
+        outcome = OUTCOME_LINKED
+    else:
+        if create_issue_fn is None:
+            base["outcome"] = OUTCOME_BLOCKED
+            base["reasons"] = [
+                "apply=true requires create_issue_fn when no existing link "
+                "(fail closed, #612)"
+            ]
+            return base
+        try:
+            created_res = create_issue_fn(
+                title, body, labels, inc.gitea_org, inc.gitea_repo
+            )
+        except Exception as exc:  # noqa: BLE001
+            base["outcome"] = OUTCOME_BLOCKED
+            base["reasons"] = [
+                f"Gitea issue creation failed: {redact_text(exc)} (fail closed)"
+            ]
+            return base
+        number = created_res.get("number") if isinstance(created_res, dict) else None
+        if number is None:
+            base["outcome"] = OUTCOME_BLOCKED
+            base["reasons"] = [
+                "Gitea issue creation returned no issue number (fail closed, #612)"
+            ]
+            base["create_result"] = created_res
+            return base
+        issue_number = int(number)
+        created = True
+        action = "created_gitea_issue"
+        outcome = OUTCOME_CREATED
+        base["gitea_mutated"] = True
+        base["create_result"] = {
+            k: created_res.get(k)
+            for k in ("number", "success", "performed", "reasons")
+            if isinstance(created_res, dict)
+        }
+
+    assert issue_number is not None
+    try:
+        link = db.upsert_incident_link(
+            provider=inc.provider,
+            provider_issue_id=inc.provider_issue_id,
+            gitea_org=inc.gitea_org,
+            gitea_repo=inc.gitea_repo,
+            gitea_issue_number=issue_number,
+            provider_base_url=inc.provider_base_url,
+            provider_org=inc.provider_org,
+            provider_project=inc.provider_project,
+            provider_short_id=inc.provider_short_id,
+            provider_permalink=inc.provider_permalink,
+            fingerprint=inc.fingerprint,
+            first_seen=inc.first_seen,
+            last_seen=inc.last_seen,
+            event_count=inc.event_count,
+            status=inc.status if not created else "open",
+        )
+    except Exception as exc:  # noqa: BLE001
+        base["outcome"] = OUTCOME_BLOCKED
+        base["reasons"] = [
+            f"incident_links upsert failed: {redact_text(exc)} (fail closed, #613)"
+        ]
+        base["gitea_issue"] = {
+            "number": issue_number,
+            "org": inc.gitea_org,
+            "repo": inc.gitea_repo,
+            "created": created,
+        }
+        return base
+
+    base["success"] = True
+    base["performed"] = True
+    base["db_mutated"] = True
+    base["outcome"] = outcome
+    base["action"] = action
+    base["gitea_issue"] = {
+        "number": issue_number,
+        "org": inc.gitea_org,
+        "repo": inc.gitea_repo,
+        "created": created,
+    }
+    base["link"] = {
+        k: link.get(k)
+        for k in (
+            "link_id",
+            "provider",
+            "provider_issue_id",
+            "gitea_org",
+            "gitea_repo",
+            "gitea_issue_number",
+            "fingerprint",
+            "event_count",
+            "status",
+            "last_sync_at",
+        )
+    }
+    base["reasons"] = [
+        (
+            f"reused Gitea issue #{issue_number} for provider "
+            f"{inc.provider}:{inc.provider_issue_id}"
+            if not created
+            else f"created Gitea issue #{issue_number} and stored incident_links row"
+        ),
+        "raw provider incident is not an assignable work_item "
+        f"(WORK_KINDS={sorted(WORK_KINDS)})",
+    ]
+    base["raw_incident_assignable"] = False
+    base["work_item_kind_would_be"] = "issue"
+    base["allocator_visible_as"] = {
+        "kind": "issue",
+        "number": issue_number,
+        "org": inc.gitea_org,
+        "repo": inc.gitea_repo,
+        "note": "allocator selects normal Gitea issues only (#600/#612)",
+    }
+    return base
+
+
+def assert_not_raw_incident_work_item(kind: str) -> None:
+    """Guard used by tests / callers: incidents must not enter WORK_KINDS."""
+    k = (kind or "").strip().lower()
+    if k not in WORK_KINDS:
+        if k in ("sentry_incident", "glitchtip_incident", "incident", "observation"):
+            raise ControlPlaneError(
+                f"kind '{k}' is not assignable; bridge must create Gitea issues first (#612)"
+            )
+        raise ControlPlaneError(f"kind '{k}' is not assignable")

issue_lock_store.py

@@ -375,6 +375,64 @@ def _same_realpath(left: str | None, right: str | None) -> bool:
         return left == right
 
 
+
+def assess_expired_lock_reclaim(
+    existing_lock: dict[str, Any] | None,
+    *,
+    now: datetime | None = None,
+) -> dict[str, Any]:
+    """Decide whether an expired/stale author issue lock may be reclaimed (#601).
+
+    Required proof (any reclaim of non-live lock):
+    * lease not live (expired or dead pid)
+    * owner process dead OR worktree missing
+    * no force-delete of live foreign ownership
+    """
+    if not existing_lock:
+        return {
+            "reclaim_allowed": True,
+            "reasons": ["no existing lock"],
+            "freshness": assess_lock_freshness(None, now=now),
+        }
+    freshness = assess_lock_freshness(existing_lock, now=now)
+    if freshness.get("live"):
+        return {
+            "reclaim_allowed": False,
+            "reasons": ["lock is still live; cannot reclaim (fail closed)"],
+            "freshness": freshness,
+        }
+    pid = existing_lock.get("session_pid")
+    if pid is None:
+        pid = existing_lock.get("pid")
+    dead = not is_process_alive(pid) if pid is not None else True
+    wt = str(existing_lock.get("worktree_path") or "")
+    missing_wt = (not wt) or (not os.path.isdir(os.path.realpath(wt)))
+    if not (dead or missing_wt):
+        return {
+            "reclaim_allowed": False,
+            "reasons": [
+                "expired/stale lock still has live owner pid and present worktree; "
+                "recovery review required (fail closed)"
+            ],
+            "freshness": freshness,
+            "owner_pid_dead": dead,
+            "worktree_missing": missing_wt,
+        }
+    return {
+        "reclaim_allowed": True,
+        "reasons": [
+            "non-live lock with dead process and/or missing worktree; "
+            "sanctioned reclaim allowed"
+        ],
+        "freshness": freshness,
+        "owner_pid_dead": dead,
+        "worktree_missing": missing_wt,
+        "prior_branch": existing_lock.get("branch_name"),
+        "prior_worktree": existing_lock.get("worktree_path"),
+        "prior_pid": pid,
+    }
+
+
 def assess_same_issue_lease_conflict(
     existing_lock: dict[str, Any] | None,
     *,
@@ -405,6 +463,11 @@ def assess_same_issue_lease_conflict(
         and _same_realpath(str(existing_worktree or ""), worktree_path)
     )
     if is_lease_expired(existing_lock, now=now):
+        reclaim = assess_expired_lock_reclaim(existing_lock, now=now)
+        if reclaim.get("reclaim_allowed"):
+            # #601: expired + dead pid / missing worktree may be reclaimed
+            # through the normal lock path (sanctioned overwrite).
+            return None
         return (
             f"Issue #{issue_number} has an expired {operation_type} lease on "
             f"branch '{existing_branch}' from worktree '{existing_worktree}'. "

lease_lifecycle.py

@@ -0,0 +1,723 @@
+"""First-class control-plane lease lifecycle (#601).
+
+Active leases are queryable workflow state. Canonical operations:
+
+* list / inspect
+* adopt (with provenance)
+* release (explicit, recorded)
+* expire / reclaim
+* abandon (requires proof: dead process and/or missing worktree, etc.)
+
+Authority model:
+
+* Control-plane DB is the coordination source for assignment/lease.
+* File locks and comment-only leases are **not** authoritative alone.
+* Reviewer/merger comment leases (``reviewer_pr_lease`` / merger adoption)
+  remain for Gitea-thread durability; they must not bypass DB assignment when
+  the control-plane path is in use.
+
+Fail closed on ambiguous ownership, active foreign leases, mismatched
+worktree, stale head, missing capability, and unsafe cleanup.
+"""
+
+from __future__ import annotations
+
+import json
+import os
+from dataclasses import dataclass, field
+from datetime import datetime, timezone
+from typing import Any, Callable, Mapping
+
+import control_plane_db as cpd
+
+# Outcomes / safe next actions (stable vocabulary for tools + tests).
+SAFE_OWNER_RESUME = "owner_resume"
+SAFE_WAIT_FOREIGN = "wait_foreign_active"
+SAFE_RECLAIM_EXPIRED = "reclaim_expired"
+SAFE_ABANDON_ALLOWED = "abandon_allowed"
+SAFE_RELEASE_OWNED = "release_owned"
+SAFE_STALE_PROMPT = "stale_prompt_lease"
+SAFE_UNKNOWN = "inspect_only"
+SAFE_NO_AUTHORITY = "file_or_comment_not_authoritative"
+
+LEASE_STATUS_ACTIVE = "active"
+LEASE_STATUS_RELEASED = "released"
+LEASE_STATUS_EXPIRED = "expired"
+LEASE_STATUS_ABANDONED = "abandoned"
+
+AUTHORITATIVE_SOURCE = "control_plane_db"
+
+
+class LeaseLifecycleError(RuntimeError):
+    """Fail-closed lifecycle policy error."""
+
+
+@dataclass(frozen=True)
+class AbandonProof:
+    """Required evidence to abandon a non-owned or expired lease safely."""
+
+    dead_process: bool = False
+    missing_worktree: bool = False
+    same_owner: bool = False
+    no_open_pr: bool = False
+    no_live_mutation_risk: bool = False
+    operator_authorized: bool = False
+    worktree_path: str | None = None
+    owner_pid: int | None = None
+    notes: str = ""
+
+    def as_dict(self) -> dict[str, Any]:
+        return {
+            "dead_process": self.dead_process,
+            "missing_worktree": self.missing_worktree,
+            "same_owner": self.same_owner,
+            "no_open_pr": self.no_open_pr,
+            "no_live_mutation_risk": self.no_live_mutation_risk,
+            "operator_authorized": self.operator_authorized,
+            "worktree_path": self.worktree_path,
+            "owner_pid": self.owner_pid,
+            "notes": self.notes,
+        }
+
+    def is_sufficient(self) -> bool:
+        """Abandon requires process death or missing worktree + no mutation risk.
+
+        Foreign active leases additionally need operator_authorized unless the
+        owner process is dead and the worktree is missing.
+        """
+        if not self.no_live_mutation_risk:
+            return False
+        if not (self.dead_process or self.missing_worktree):
+            return False
+        if self.same_owner:
+            return True
+        # Foreign abandon: operator flag OR (dead + missing worktree + no risk)
+        if self.operator_authorized:
+            return True
+        return bool(self.dead_process and self.missing_worktree and self.no_open_pr)
+
+
+def is_process_alive(pid: int | None) -> bool:
+    if pid is None:
+        return False
+    try:
+        pid_i = int(pid)
+    except (TypeError, ValueError):
+        return False
+    if pid_i <= 0:
+        return False
+    try:
+        os.kill(pid_i, 0)
+        return True
+    except ProcessLookupError:
+        return False
+    except PermissionError:
+        # Exists but not owned by us — treat as alive (fail closed).
+        return True
+    except OSError:
+        return False
+
+
+def worktree_exists(path: str | None) -> bool:
+    if not path:
+        return False
+    try:
+        return os.path.isdir(os.path.realpath(path))
+    except OSError:
+        return False
+
+
+def _utc_now() -> datetime:
+    return datetime.now(timezone.utc)
+
+
+def _parse_ts(value: str | None) -> datetime | None:
+    return cpd._parse_ts(value)
+
+
+def classify_lease_freshness(
+    lease: Mapping[str, Any],
+    *,
+    now: datetime | None = None,
+    pid_checker: Callable[[int | None], bool] = is_process_alive,
+    worktree_checker: Callable[[str | None], bool] = worktree_exists,
+) -> dict[str, Any]:
+    """Classify a control-plane lease row for workflow tooling."""
+    moment = now or _utc_now()
+    status = (lease.get("status") or "").strip().lower()
+    expires = _parse_ts(lease.get("expires_at"))
+    owner_pid = lease.get("owner_pid")
+    if owner_pid is None:
+        owner_pid = lease.get("session_pid")
+    wt = lease.get("worktree_path")
+    pid_alive = pid_checker(owner_pid) if owner_pid is not None else None
+    wt_present = worktree_checker(wt) if wt else None
+    expired_by_time = bool(expires and expires <= moment)
+
+    if status == LEASE_STATUS_ABANDONED:
+        freshness = "abandoned"
+    elif status == LEASE_STATUS_RELEASED:
+        freshness = "released"
+    elif status == LEASE_STATUS_EXPIRED or expired_by_time:
+        freshness = "expired"
+    elif status != LEASE_STATUS_ACTIVE:
+        freshness = status or "unknown"
+    elif pid_alive is False:
+        freshness = "stale_dead_process"
+    elif wt is not None and wt_present is False:
+        freshness = "stale_missing_worktree"
+    else:
+        freshness = "active"
+
+    return {
+        "freshness": freshness,
+        "status": status,
+        "expired_by_time": expired_by_time,
+        "owner_pid": owner_pid,
+        "owner_pid_alive": pid_alive,
+        "worktree_path": wt,
+        "worktree_present": wt_present,
+        "expires_at": lease.get("expires_at"),
+        "authoritative_source": AUTHORITATIVE_SOURCE,
+        "file_lock_only": False,
+        "comment_lease_only": False,
+    }
+
+
+def decide_safe_next_action(
+    *,
+    lease: Mapping[str, Any] | None,
+    caller_session_id: str,
+    freshness: Mapping[str, Any] | None = None,
+    caller_worktree: str | None = None,
+) -> dict[str, Any]:
+    """Return safe_next_action + reasons for a caller inspecting a lease."""
+    if not lease:
+        return {
+            "safe_next_action": SAFE_STALE_PROMPT,
+            "reasons": ["lease not found in control-plane DB (stale prompt id?)"],
+            "block": True,
+        }
+    fr = freshness or classify_lease_freshness(lease)
+    owner = str(lease.get("session_id") or "")
+    same_owner = owner == str(caller_session_id)
+    status = fr.get("freshness")
+    reasons: list[str] = []
+
+    # Worktree mismatch for owner resume
+    lease_wt = lease.get("worktree_path")
+    if (
+        same_owner
+        and lease_wt
+        and caller_worktree
+        and os.path.realpath(str(lease_wt)) != os.path.realpath(str(caller_worktree))
+    ):
+        return {
+            "safe_next_action": SAFE_UNKNOWN,
+            "reasons": [
+                f"worktree mismatch: lease has {lease_wt!r}, caller has "
+                f"{caller_worktree!r} (fail closed)"
+            ],
+            "block": True,
+            "same_owner": True,
+        }
+
+    if status in ("abandoned", "released"):
+        return {
+            "safe_next_action": SAFE_STALE_PROMPT,
+            "reasons": [f"lease status is {status}; do not adopt blindly"],
+            "block": True,
+            "same_owner": same_owner,
+        }
+
+    if status == "expired" or fr.get("expired_by_time"):
+        return {
+            "safe_next_action": SAFE_RECLAIM_EXPIRED,
+            "reasons": ["lease expired; reclaim via expire+assign or adopt reclaim path"],
+            "block": False,
+            "same_owner": same_owner,
+        }
+
+    if status in ("stale_dead_process", "stale_missing_worktree"):
+        if same_owner:
+            return {
+                "safe_next_action": SAFE_OWNER_RESUME,
+                "reasons": [
+                    f"caller owns lease with freshness={status}; rebind via "
+                    "adopt/owner-resume or abandon with proof"
+                ],
+                "block": False,
+                "same_owner": True,
+                "also_allowed": [SAFE_ABANDON_ALLOWED, SAFE_RELEASE_OWNED],
+            }
+        return {
+            "safe_next_action": SAFE_ABANDON_ALLOWED,
+            "reasons": [
+                f"lease freshness={status}; abandon with required proof then reassign"
+            ],
+            "block": False,
+            "same_owner": False,
+        }
+
+    if same_owner and status == "active":
+        return {
+            "safe_next_action": SAFE_OWNER_RESUME,
+            "reasons": [
+                "caller owns active lease; resume via heartbeat/assign owner-resume "
+                "or release explicitly"
+            ],
+            "block": False,
+            "same_owner": True,
+            "also_allowed": [SAFE_RELEASE_OWNED],
+        }
+
+    if not same_owner and status == "active":
+        return {
+            "safe_next_action": SAFE_WAIT_FOREIGN,
+            "reasons": [
+                f"foreign active lease held by session {owner}; "
+                "do not steal (fail closed)"
+            ],
+            "block": True,
+            "same_owner": False,
+            "owner_session_id": owner,
+        }
+
+    return {
+        "safe_next_action": SAFE_UNKNOWN,
+        "reasons": [f"unclassified freshness={status}"],
+        "block": True,
+        "same_owner": same_owner,
+    }
+
+
+def non_db_lease_authority_report(
+    *,
+    file_lock_present: bool = False,
+    comment_lease_present: bool = False,
+    db_lease_present: bool = False,
+) -> dict[str, Any]:
+    """File/comment leases alone are not coordination authority (#601 / #600)."""
+    authoritative = bool(db_lease_present)
+    reasons: list[str] = []
+    if file_lock_present and not db_lease_present:
+        reasons.append(
+            "file lock present but control-plane DB lease absent — "
+            "file lock is not authoritative alone"
+        )
+    if comment_lease_present and not db_lease_present:
+        reasons.append(
+            "comment-only lease present but control-plane DB lease absent — "
+            "comment lease is not authoritative alone"
+        )
+    if authoritative:
+        reasons.append("control-plane DB lease is the coordination authority")
+    return {
+        "authoritative_source": AUTHORITATIVE_SOURCE if authoritative else None,
+        "db_lease_present": db_lease_present,
+        "file_lock_present": file_lock_present,
+        "comment_lease_present": comment_lease_present,
+        "safe_next_action": (
+            SAFE_UNKNOWN if authoritative else SAFE_NO_AUTHORITY
+        ),
+        "reasons": reasons,
+        "file_lock_only": bool(file_lock_present and not db_lease_present),
+        "comment_lease_only": bool(comment_lease_present and not db_lease_present),
+    }
+
+
+def build_adopt_provenance(
+    *,
+    adopted_from_session_id: str,
+    adopted_by_session_id: str,
+    work_kind: str,
+    work_number: int,
+    remote: str,
+    org: str,
+    repo: str,
+    worktree_path: str | None,
+    expected_head_sha: str | None,
+    prior_lease_id: str | None,
+    reason: str,
+) -> dict[str, Any]:
+    return {
+        "adopted_from_session_id": adopted_from_session_id,
+        "adopted_by_session_id": adopted_by_session_id,
+        "work_kind": work_kind,
+        "work_number": int(work_number),
+        "remote": remote,
+        "org": org,
+        "repo": repo,
+        "worktree_path": worktree_path,
+        "expected_head_sha": expected_head_sha,
+        "prior_lease_id": prior_lease_id,
+        "reason": reason,
+        "recorded_at": cpd._ts(),
+        "source": "lease_lifecycle.adopt",
+    }
+
+
+def inspect_lease(
+    db: cpd.ControlPlaneDB,
+    lease_id: str,
+    *,
+    caller_session_id: str,
+    caller_worktree: str | None = None,
+) -> dict[str, Any]:
+    """Full first-class lease workflow state for one lease id."""
+    state = db.get_lease_workflow_state(lease_id)
+    if not state:
+        decision = decide_safe_next_action(
+            lease=None, caller_session_id=caller_session_id
+        )
+        return {
+            "success": True,
+            "found": False,
+            "lease_id": lease_id,
+            "lease": None,
+            "freshness": None,
+            **decision,
+            "authoritative_source": AUTHORITATIVE_SOURCE,
+            "file_lock_only": False,
+            "comment_lease_only": False,
+        }
+    lease = state["lease"]
+    freshness = classify_lease_freshness(lease)
+    decision = decide_safe_next_action(
+        lease=lease,
+        caller_session_id=caller_session_id,
+        freshness=freshness,
+        caller_worktree=caller_worktree,
+    )
+    return {
+        "success": True,
+        "found": True,
+        "lease_id": lease_id,
+        "lease": lease,
+        "assignment": state.get("assignment"),
+        "work_item": state.get("work_item"),
+        "session": state.get("session"),
+        "freshness": freshness,
+        "provenance": state.get("provenance"),
+        **decision,
+        "authoritative_source": AUTHORITATIVE_SOURCE,
+        "file_lock_only": False,
+        "comment_lease_only": False,
+    }
+
+
+def list_active_leases(
+    db: cpd.ControlPlaneDB,
+    *,
+    remote: str | None = None,
+    org: str | None = None,
+    repo: str | None = None,
+    role: str | None = None,
+    include_non_active: bool = False,
+    limit: int = 100,
+) -> dict[str, Any]:
+    statuses = None if include_non_active else (LEASE_STATUS_ACTIVE,)
+    rows = db.list_leases(
+        remote=remote,
+        org=org,
+        repo=repo,
+        role=role,
+        statuses=statuses,
+        limit=limit,
+    )
+    enriched = []
+    for row in rows:
+        fr = classify_lease_freshness(row)
+        enriched.append({**row, "freshness": fr})
+    return {
+        "success": True,
+        "count": len(enriched),
+        "leases": enriched,
+        "authoritative_source": AUTHORITATIVE_SOURCE,
+        "file_lock_only": False,
+        "comment_lease_only": False,
+        "include_non_active": include_non_active,
+    }
+
+
+def adopt_lease(
+    db: cpd.ControlPlaneDB,
+    *,
+    lease_id: str,
+    adopter_session_id: str,
+    role: str,
+    worktree_path: str | None = None,
+    expected_head_sha: str | None = None,
+    owner_pid: int | None = None,
+    operator_authorized: bool = False,
+) -> dict[str, Any]:
+    """Sanctioned adopt path with provenance; never silent foreign steal."""
+    state = db.get_lease_workflow_state(lease_id)
+    if not state:
+        raise LeaseLifecycleError(
+            f"unknown lease_id {lease_id}; stale prompt id (fail closed)"
+        )
+    lease = state["lease"]
+    work = state["work_item"]
+    freshness = classify_lease_freshness(lease)
+    owner = str(lease.get("session_id") or "")
+    same_owner = owner == str(adopter_session_id)
+
+    if freshness["freshness"] == "active" and not same_owner:
+        raise LeaseLifecycleError(
+            f"refusing to steal active foreign lease {lease_id} owned by "
+            f"{owner} (fail closed)"
+        )
+
+    if freshness["freshness"] in ("abandoned", "released"):
+        raise LeaseLifecycleError(
+            f"lease {lease_id} is {freshness['freshness']}; cannot adopt "
+            "(fail closed)"
+        )
+
+    # Expired or stale: require abandon-style safety before ownership transfer
+    # when not same owner; same owner may reclaim.
+    if not same_owner and freshness["freshness"] in (
+        "expired",
+        "stale_dead_process",
+        "stale_missing_worktree",
+    ):
+        if not operator_authorized and freshness["freshness"] == "expired":
+            # Deterministic reclaim of expired foreign lease is allowed
+            # without operator flag (sanctioned expire reclaim).
+            pass
+        elif freshness["freshness"] != "expired" and not operator_authorized:
+            # stale active-looking requires abandon proof path
+            raise LeaseLifecycleError(
+                f"lease {lease_id} freshness={freshness['freshness']}; "
+                "use abandon with proof before foreign adopt (fail closed)"
+            )
+
+    provenance = build_adopt_provenance(
+        adopted_from_session_id=owner,
+        adopted_by_session_id=adopter_session_id,
+        work_kind=str(work.get("kind")),
+        work_number=int(work.get("number")),
+        remote=str(work.get("remote")),
+        org=str(work.get("org")),
+        repo=str(work.get("repo")),
+        worktree_path=worktree_path,
+        expected_head_sha=expected_head_sha or lease.get("expected_head_sha"),
+        prior_lease_id=lease_id,
+        reason=(
+            "owner-resume-adopt" if same_owner else "sanctioned-reclaim-adopt"
+        ),
+    )
+
+    result = db.adopt_lease(
+        lease_id=lease_id,
+        adopter_session_id=adopter_session_id,
+        role=role,
+        worktree_path=worktree_path,
+        expected_head_sha=expected_head_sha,
+        owner_pid=owner_pid if owner_pid is not None else os.getpid(),
+        provenance=provenance,
+    )
+    return {
+        "success": True,
+        "outcome": result.get("outcome"),
+        "same_owner": same_owner,
+        "prior_lease_id": lease_id,
+        "lease": result.get("lease"),
+        "assignment": result.get("assignment"),
+        "provenance": provenance,
+        "authoritative_source": AUTHORITATIVE_SOURCE,
+        "file_lock_only": False,
+        "comment_lease_only": False,
+        "reasons": result.get("reasons") or [],
+    }
+
+
+def release_lease(
+    db: cpd.ControlPlaneDB,
+    *,
+    lease_id: str,
+    session_id: str,
+) -> dict[str, Any]:
+    proof = db.release_lease_recorded(lease_id=lease_id, session_id=session_id)
+    return {
+        "success": True,
+        "outcome": "released",
+        "lease_id": lease_id,
+        "session_id": session_id,
+        "release_proof": proof,
+        "authoritative_source": AUTHORITATIVE_SOURCE,
+        "file_lock_only": False,
+        "comment_lease_only": False,
+    }
+
+
+def expire_leases(db: cpd.ControlPlaneDB) -> dict[str, Any]:
+    n = db.expire_stale_leases()
+    return {
+        "success": True,
+        "outcome": "expired",
+        "expired_count": int(n),
+        "authoritative_source": AUTHORITATIVE_SOURCE,
+        "file_lock_only": False,
+        "comment_lease_only": False,
+    }
+
+
+def reclaim_expired_lease(
+    db: cpd.ControlPlaneDB,
+    *,
+    lease_id: str,
+    session_id: str,
+    role: str,
+    worktree_path: str | None = None,
+    expected_head_sha: str | None = None,
+) -> dict[str, Any]:
+    """Expire-if-needed then assign to *session_id* for the same work item."""
+    state = db.get_lease_workflow_state(lease_id)
+    if not state:
+        raise LeaseLifecycleError(f"unknown lease_id {lease_id}")
+    lease = state["lease"]
+    work = state["work_item"]
+    freshness = classify_lease_freshness(lease)
+    if freshness["freshness"] == "active":
+        if lease.get("session_id") != session_id:
+            raise LeaseLifecycleError(
+                f"cannot reclaim active foreign lease {lease_id} (fail closed)"
+            )
+        # owner resume
+        return adopt_lease(
+            db,
+            lease_id=lease_id,
+            adopter_session_id=session_id,
+            role=role,
+            worktree_path=worktree_path,
+            expected_head_sha=expected_head_sha,
+        )
+    if freshness["freshness"] not in (
+        "expired",
+        "stale_dead_process",
+        "stale_missing_worktree",
+        "abandoned",
+        "released",
+    ):
+        raise LeaseLifecycleError(
+            f"lease {lease_id} freshness={freshness['freshness']} not reclaimable"
+        )
+
+    # Ensure expired marker is applied
+    db.expire_stale_leases()
+    # If still active due to clock skew / non-time stale, force expire this lease
+    refreshed = db.get_lease_workflow_state(lease_id)
+    if refreshed and refreshed["lease"].get("status") == "active":
+        db.force_expire_lease(lease_id, reason="reclaim_expired_lease")
+
+    head = expected_head_sha or work.get("current_head_sha")
+    assigned = db.assign_and_lease(
+        session_id=session_id,
+        role=role,
+        remote=str(work["remote"]),
+        org=str(work["org"]),
+        repo=str(work["repo"]),
+        kind=str(work["kind"]),
+        number=int(work["number"]),
+        expected_head_sha=head,
+        phase="reclaimed",
+        worktree_path=worktree_path,
+        owner_pid=os.getpid(),
+    )
+    if assigned.outcome != "assigned":
+        raise LeaseLifecycleError(
+            f"reclaim assign failed: {assigned.outcome} — {assigned.reason}"
+        )
+    provenance = build_adopt_provenance(
+        adopted_from_session_id=str(lease.get("session_id")),
+        adopted_by_session_id=session_id,
+        work_kind=str(work["kind"]),
+        work_number=int(work["number"]),
+        remote=str(work["remote"]),
+        org=str(work["org"]),
+        repo=str(work["repo"]),
+        worktree_path=worktree_path,
+        expected_head_sha=head,
+        prior_lease_id=lease_id,
+        reason="reclaim_expired",
+    )
+    db.attach_lease_provenance(assigned.lease_id, provenance)
+    return {
+        "success": True,
+        "outcome": "reclaimed",
+        "prior_lease_id": lease_id,
+        "assignment": assigned.as_dict(),
+        "provenance": provenance,
+        "authoritative_source": AUTHORITATIVE_SOURCE,
+        "file_lock_only": False,
+        "comment_lease_only": False,
+    }
+
+
+def abandon_lease(
+    db: cpd.ControlPlaneDB,
+    *,
+    lease_id: str,
+    requester_session_id: str,
+    proof: AbandonProof,
+) -> dict[str, Any]:
+    state = db.get_lease_workflow_state(lease_id)
+    if not state:
+        raise LeaseLifecycleError(f"unknown lease_id {lease_id}")
+    lease = state["lease"]
+    owner = str(lease.get("session_id") or "")
+    same_owner = owner == str(requester_session_id)
+
+    # Enrich proof with live checks when not provided
+    owner_pid = proof.owner_pid
+    if owner_pid is None:
+        owner_pid = lease.get("owner_pid")
+    wt = proof.worktree_path if proof.worktree_path is not None else lease.get(
+        "worktree_path"
+    )
+    dead = proof.dead_process or (
+        owner_pid is not None and not is_process_alive(owner_pid)
+    )
+    missing_wt = proof.missing_worktree or (
+        bool(wt) and not worktree_exists(str(wt))
+    )
+    enriched = AbandonProof(
+        dead_process=bool(dead),
+        missing_worktree=bool(missing_wt),
+        same_owner=same_owner or proof.same_owner,
+        no_open_pr=proof.no_open_pr,
+        no_live_mutation_risk=proof.no_live_mutation_risk,
+        operator_authorized=proof.operator_authorized,
+        worktree_path=str(wt) if wt else None,
+        owner_pid=int(owner_pid) if owner_pid is not None else None,
+        notes=proof.notes,
+    )
+    if not enriched.is_sufficient():
+        raise LeaseLifecycleError(
+            "abandon proof insufficient: need (dead_process or missing_worktree) "
+            "and no_live_mutation_risk; foreign abandon also needs "
+            "operator_authorized or (dead+missing_worktree+no_open_pr). "
+            f"proof={enriched.as_dict()}"
+        )
+
+    # Active foreign with live process + present worktree: never abandon without
+    # operator (already covered by is_sufficient).
+    result = db.abandon_lease(
+        lease_id=lease_id,
+        requester_session_id=requester_session_id,
+        proof=enriched.as_dict(),
+    )
+    return {
+        "success": True,
+        "outcome": "abandoned",
+        "lease_id": lease_id,
+        "requester_session_id": requester_session_id,
+        "prior_owner_session_id": owner,
+        "abandon_proof": enriched.as_dict(),
+        "audit": result,
+        "authoritative_source": AUTHORITATIVE_SOURCE,
+        "file_lock_only": False,
+        "comment_lease_only": False,
+    }

mcp_server.py

@@ -6,6 +6,9 @@ Runs over stdio. All tools authenticate via macOS keychain (git credential fill)
 import os
 import sys
 
+sys.stderr = open("/tmp/mcp_server_stderr.log", "a", buffering=1)
+sys.stderr.write(f"\n--- MCP SERVER STARTUP (PID {os.getpid()}) ---\n")
+
 from role_session_router import (
     python_bytes_have_conflict_markers,
     skip_python_scan_walk_root,

stale_review_decision_lock.py

@@ -1,4 +1,4 @@
-"""Stale / moot #332 review-decision lock detection and cleanup policy (#594).
+"""Stale / moot #332 review-decision lock detection and cleanup policy (#594/#620).
 
 #332 correctly hard-stops a reviewer session after a terminal live review
 mutation. After #559 those locks are durable on disk, so they can outlive the
@@ -6,6 +6,12 @@ work they protect: when the referenced PR is already merged or closed, no
 same-PR merge sequence remains, yet the durable ledger still blocks unrelated
 new terminal reviews.
 
+#620 scopes the terminal boundary by **reviewed head SHA**: a prior
+REQUEST_CHANGES (or APPROVE) on head A must not block a fresh formal decision
+on head B of the **same open PR**. Same-head duplicates remain fail-closed.
+Open-PR lock *cleanup* remains forbidden unless the PR is truly merged/closed
+(#594); new-head re-review is allowed without deleting the durable lock.
+
 This module is pure policy (no Gitea I/O). The MCP tool
 ``gitea_cleanup_stale_review_decision_lock`` fetches live PR state, calls these
 helpers, and only then clears durable state when cleanup is allowed.
@@ -23,6 +29,45 @@ from typing import Any
 TERMINAL_REVIEW_ACTIONS = frozenset({"approve", "request_changes"})
 
 
+def normalize_head_sha(value: Any) -> str | None:
+    """Normalize a git SHA for equality comparison; None if empty/invalid."""
+    if value is None:
+        return None
+    text = str(value).strip().lower()
+    if not text:
+        return None
+    return text
+
+
+def heads_equal(a: Any, b: Any) -> bool:
+    na = normalize_head_sha(a)
+    nb = normalize_head_sha(b)
+    if not na or not nb:
+        return False
+    return na == nb
+
+
+def mutation_head_sha(mutation: dict | None, lock: dict | None = None) -> str | None:
+    """Head SHA that bounds a live mutation (#620).
+
+    Prefers fields recorded on the mutation itself. For *legacy* mutations
+    that predate head-scoping, falls back to the lock's
+    ``ready_expected_head_sha`` only when that ready binding is for the same
+    PR number (the frozen durable PR #619-style ledger).
+    """
+    if not isinstance(mutation, dict):
+        return None
+    for key in ("head_sha", "expected_head_sha", "reviewed_head_sha"):
+        head = normalize_head_sha(mutation.get(key))
+        if head:
+            return head
+    if not isinstance(lock, dict):
+        return None
+    if lock.get("ready_pr_number") != mutation.get("pr_number"):
+        return None
+    return normalize_head_sha(lock.get("ready_expected_head_sha"))
+
+
 def last_terminal_mutation(lock: dict | None) -> dict | None:
     """Return the last terminal live mutation on *lock*, or None."""
     if not lock:
@@ -35,18 +80,125 @@ def last_terminal_mutation(lock: dict | None) -> dict | None:
     return terminals[-1] if terminals else None
 
 
+def prior_live_mutations_block_boundary(
+    lock: dict | None,
+    *,
+    pr_number: int,
+    expected_head_sha: str | None,
+) -> bool:
+    """True when prior live mutations block a new decision for PR+head (#620).
+
+    Historical terminals on a **different head of the same PR** do not block.
+    Any prior mutation on another PR, the same head, or without a comparable
+    head SHA fails closed (blocks).
+
+    Head resolution uses ``mutation_head_sha(m, lock)`` so pre-#620 ledgers
+    that only stored ``ready_expected_head_sha`` still compare correctly
+    (PR #619-style).
+    """
+    if not lock:
+        return False
+    if lock.get("correction_authorized"):
+        return False
+    prior = list(lock.get("live_mutations") or [])
+    if not prior:
+        return False
+    target = normalize_head_sha(expected_head_sha)
+    for m in prior:
+        if not isinstance(m, dict):
+            return True
+        m_pr = m.get("pr_number")
+        m_head = mutation_head_sha(m, lock)
+        if (
+            m_pr == pr_number
+            and target
+            and m_head
+            and not heads_equal(m_head, target)
+        ):
+            # Same open PR, different reviewed head — historical boundary only.
+            continue
+        return True
+    return False
+
+
+def terminal_boundary_allows_fresh_decision(
+    lock: dict | None,
+    *,
+    pr_number: int,
+    expected_head_sha: str | None,
+    operation: str,
+) -> bool:
+    """Whether #332 hard-stop should yield for a new PR+head boundary (#620).
+
+    Only for ``mark_ready`` / ``review`` / ``resume`` on the **same PR** when
+    the requested head differs from the last terminal's head. Merge is never
+    reopened by head change (approved head merge path is separate).
+    """
+    if operation not in ("mark_ready", "review", "resume"):
+        return False
+    if not lock:
+        return False
+    if lock.get("correction_authorized"):
+        return True
+    last = last_terminal_mutation(lock)
+    if last is None:
+        return True
+    if last.get("pr_number") != pr_number:
+        return False
+    locked_head = mutation_head_sha(last, lock)
+    target = normalize_head_sha(expected_head_sha)
+    if not locked_head or not target:
+        return False
+    return not heads_equal(locked_head, target)
+
+
+def backfill_terminal_heads_from_ready(lock: dict) -> dict:
+    """Stamp head_sha onto legacy terminal mutations before overwriting ready_*.
+
+    Called when marking a fresh decision on a new head so historical rows keep
+    their original boundary after ``ready_expected_head_sha`` advances (#620).
+    """
+    if not isinstance(lock, dict):
+        return lock
+    ready_pr = lock.get("ready_pr_number")
+    ready_head = normalize_head_sha(lock.get("ready_expected_head_sha"))
+    if ready_pr is None or not ready_head:
+        return lock
+    mutations = list(lock.get("live_mutations") or [])
+    changed = False
+    for m in mutations:
+        if not isinstance(m, dict):
+            continue
+        if m.get("action") not in TERMINAL_REVIEW_ACTIONS:
+            continue
+        if m.get("pr_number") != ready_pr:
+            continue
+        if mutation_head_sha(m):
+            continue
+        m["head_sha"] = ready_head
+        changed = True
+    if changed:
+        lock["live_mutations"] = mutations
+    return lock
+
+
 def classify_pr_live_state(pr_live: dict | None) -> dict[str, Any]:
     """Normalize a Gitea PR payload into merge/closed flags."""
     pr = pr_live or {}
     merged = bool(pr.get("merged") or pr.get("merged_at"))
     state = (pr.get("state") or "").strip().lower() or None
     closed = state == "closed"
+    head = pr.get("head") if isinstance(pr.get("head"), dict) else {}
+    head_sha = normalize_head_sha(
+        pr.get("head_sha") or pr.get("head_commit_sha") or head.get("sha")
+    )
     return {
         "pr_state": state,
         "pr_merged": merged,
         "pr_merged_or_closed": merged or closed,
         "merge_commit_sha": pr.get("merge_commit_sha")
         or pr.get("merged_commit_sha"),
+        "current_pr_head_sha": head_sha,
     }
 
 
@@ -56,6 +208,7 @@ def lock_summary(lock: dict | None) -> dict[str, Any] | None:
         return None
     last = last_terminal_mutation(lock)
     mutations = list(lock.get("live_mutations") or [])
+    last_head = mutation_head_sha(last, lock) if last else None
     return {
         "task": lock.get("task"),
         "remote": lock.get("remote"),
@@ -67,16 +220,21 @@ def lock_summary(lock: dict | None) -> dict[str, Any] | None:
         "session_profile": lock.get("session_profile"),
         "ready_pr_number": lock.get("ready_pr_number"),
         "ready_action": lock.get("ready_action"),
+        "ready_expected_head_sha": normalize_head_sha(
+            lock.get("ready_expected_head_sha")
+        ),
         "live_mutations_count": len(mutations),
         "last_terminal": (
             {
                 "pr_number": last.get("pr_number"),
                 "action": last.get("action"),
                 "review_id": last.get("review_id"),
+                "head_sha": last_head,
             }
             if last
             else None
         ),
+        "locked_head_sha": last_head,
         "correction_authorized": bool(lock.get("correction_authorized")),
         "updated_at": lock.get("updated_at") or lock.get("recorded_at"),
     }
@@ -88,13 +246,16 @@ def assess_stale_review_decision_lock(
     pr_live: dict | None = None,
     pr_lookup_error: str | None = None,
     active_profile_identity: str | None = None,
+    current_pr_head_sha: str | None = None,
 ) -> dict[str, Any]:
-    """Assess whether a durable review-decision lock is stale/moot (#594).
+    """Assess whether a durable review-decision lock is stale/moot (#594/#620).
 
     *pr_live* must be the live Gitea payload for the **last terminal
     mutation's PR**. When no lock / no terminal mutation exists, cleanup is
     not applicable. When the PR is still open (or lookup fails), cleanup is
-    forbidden and #332 hard-stop remains in force.
+    forbidden (#594). Open PR + different live head reports
+    ``stale_by_head`` / ``fresh_review_on_current_head_allowed`` (#620)
+    without enabling cleanup.
     """
     summary = lock_summary(lock)
     result: dict[str, Any] = {
@@ -102,6 +263,10 @@ def assess_stale_review_decision_lock(
         "lock_summary": summary,
         "last_terminal_pr": None,
         "last_terminal_action": None,
+        "locked_head_sha": None,
+        "current_pr_head_sha": normalize_head_sha(current_pr_head_sha),
+        "stale_by_head": False,
+        "fresh_review_on_current_head_allowed": False,
         "is_moot": False,
         "cleanup_allowed": False,
         "profile_match": True,
@@ -141,8 +306,10 @@ def assess_stale_review_decision_lock(
 
     pr_number = last.get("pr_number")
     action = last.get("action")
+    locked_head = mutation_head_sha(last, lock)
     result["last_terminal_pr"] = pr_number
     result["last_terminal_action"] = action
+    result["locked_head_sha"] = locked_head
 
     if pr_number is None:
         result["reasons"].append(
@@ -165,25 +332,46 @@ def assess_stale_review_decision_lock(
         return result
 
     live = classify_pr_live_state(pr_live)
+    current_head = normalize_head_sha(
+        current_pr_head_sha or live.get("current_pr_head_sha")
+    )
     result.update(
         {
             "pr_state": live["pr_state"],
             "pr_merged": live["pr_merged"],
             "pr_merged_or_closed": live["pr_merged_or_closed"],
             "merge_commit_sha": live["merge_commit_sha"],
+            "current_pr_head_sha": current_head,
         }
     )
 
     if not live["pr_merged_or_closed"]:
-        result["reasons"].append(
-            f"terminal review mutation on open PR #{pr_number} is still active "
-            f"({action}); #332 hard-stop remains — cleanup forbidden (#594)"
+        stale_by_head = bool(
+            locked_head and current_head and not heads_equal(locked_head, current_head)
         )
+        result["stale_by_head"] = stale_by_head
+        # Fresh formal decision is allowed on the new head without cleanup (#620).
+        result["fresh_review_on_current_head_allowed"] = stale_by_head
+        if stale_by_head:
+            result["reasons"].append(
+                f"terminal {action} on PR #{pr_number} is bound to head "
+                f"{locked_head[:12]}…; live head is {current_head[:12]}… — "
+                "fresh formal review on current head is allowed without "
+                "cleanup (fail closed for cleanup, #620); #332 same-head "
+                "duplicate protection remains"
+            )
+        else:
+            result["reasons"].append(
+                f"terminal review mutation on open PR #{pr_number} is still active "
+                f"({action}); #332 hard-stop remains — cleanup forbidden (#594)"
+            )
         return result
 
     # Merged or closed: lock is moot. Same-PR merge continuation is impossible.
     result["is_moot"] = True
     result["cleanup_allowed"] = True
+    result["stale_by_head"] = False
+    result["fresh_review_on_current_head_allowed"] = False
     result["reasons"].append(
         f"terminal mutation ({action} on PR #{pr_number}) is moot: PR is "
         f"{'merged' if live['pr_merged'] else 'closed'}; canonical cleanup allowed (#594)"

task_capability_map.py

@@ -139,6 +139,103 @@ TASK_CAPABILITY_MAP: dict[str, dict[str, str]] = {
         "permission": "gitea.pr.create",
         "role": "author",
     },
+    # #600: controller-owned allocator — any authenticated profile may call;
+    # routing enforces role match to selected work. Uses control-plane DB (#613).
+    "allocate_next_work": {
+        "permission": "gitea.read",
+        "role": "author",
+    },
+    "gitea_allocate_next_work": {
+        "permission": "gitea.read",
+        "role": "author",
+    },
+
+    # #601 first-class lease lifecycle — inspect/list need read; mutations gate on
+    # ownership in the control-plane DB (not a separate Gitea write permission).
+    "list_workflow_leases": {
+        "permission": "gitea.read",
+        "role": "author",
+    },
+    "gitea_list_workflow_leases": {
+        "permission": "gitea.read",
+        "role": "author",
+    },
+    "inspect_workflow_lease": {
+        "permission": "gitea.read",
+        "role": "author",
+    },
+    "gitea_inspect_workflow_lease": {
+        "permission": "gitea.read",
+        "role": "author",
+    },
+    "adopt_workflow_lease": {
+        "permission": "gitea.read",
+        "role": "author",
+    },
+    "gitea_adopt_workflow_lease": {
+        "permission": "gitea.read",
+        "role": "author",
+    },
+    "release_workflow_lease": {
+        "permission": "gitea.read",
+        "role": "author",
+    },
+    "gitea_release_workflow_lease": {
+        "permission": "gitea.read",
+        "role": "author",
+    },
+    "expire_workflow_leases": {
+        "permission": "gitea.read",
+        "role": "author",
+    },
+    "gitea_expire_workflow_leases": {
+        "permission": "gitea.read",
+        "role": "author",
+    },
+    "abandon_workflow_lease": {
+        "permission": "gitea.read",
+        "role": "author",
+    },
+    "gitea_abandon_workflow_lease": {
+        "permission": "gitea.read",
+        "role": "author",
+    },
+    "reclaim_expired_workflow_lease": {
+        "permission": "gitea.read",
+        "role": "author",
+    },
+    "gitea_reclaim_expired_workflow_lease": {
+        "permission": "gitea.read",
+        "role": "author",
+    },
+    # #612 incident bridge — reconcile uses create_issue for apply;
+    # dry-run needs read only. Tools gate apply paths themselves.
+    "observability_reconcile_incident": {
+        "permission": "gitea.read",
+        "role": "author",
+    },
+    "gitea_observability_reconcile_incident": {
+        "permission": "gitea.read",
+        "role": "author",
+    },
+    "observability_list_projects": {
+        "permission": "gitea.read",
+        "role": "author",
+    },
+    "gitea_observability_list_projects": {
+        "permission": "gitea.read",
+        "role": "author",
+    },
+    "observability_link_issue": {
+        "permission": "gitea.read",
+        "role": "author",
+    },
+    "gitea_observability_link_issue": {
+        "permission": "gitea.read",
+        "role": "author",
+    },
+
+
     "reconcile_landed_pr": {
         "permission": "gitea.read",
         "role": "author",

test_mcp_conn.py

@@ -275,7 +275,6 @@ def main():
                 servers[name],
                 required_tool=REQUIRED_NAMESPACE_TOOLS.get(name),
                 config_path=config_path,
-                probe_source="offline_spawn",
             ):
                 failed = True
         else:

tests/test_allocator_service.py

@@ -0,0 +1,366 @@
+"""Tests for controller-owned allocator (#600) on control-plane DB (#613)."""
+
+from __future__ import annotations
+
+import os
+import tempfile
+import threading
+import unittest
+from concurrent.futures import ThreadPoolExecutor, as_completed
+
+from allocator_service import (
+    OUTCOME_ASSIGNED,
+    OUTCOME_BLOCKED_TERMINAL,
+    OUTCOME_NO_SAFE,
+    OUTCOME_PREVIEW,
+    OUTCOME_WAIT,
+    WorkCandidate,
+    allocate_next_work,
+    candidate_from_dict,
+    classify_skip,
+    expected_role_for_candidate,
+)
+from control_plane_db import ControlPlaneDB, InvalidWorkKindError
+
+
+class AllocatorServiceTest(unittest.TestCase):
+    def setUp(self) -> None:
+        self._tmp = tempfile.TemporaryDirectory()
+        self.db_path = os.path.join(self._tmp.name, "cp.sqlite3")
+        self.db = ControlPlaneDB(self.db_path)
+
+    def tearDown(self) -> None:
+        self._tmp.cleanup()
+
+    def _alloc(self, **kwargs):
+        defaults = dict(
+            db=self.db,
+            session_id="s-test",
+            role="author",
+            remote="prgs",
+            org="org",
+            repo="repo",
+            candidates=[],
+            apply=False,
+            profile_name="prgs-author",
+            username="jcwalker3",
+        )
+        defaults.update(kwargs)
+        return allocate_next_work(**defaults)
+
+    def test_selects_ready_issue_for_author(self) -> None:
+        cands = [
+            WorkCandidate(
+                kind="issue",
+                number=612,
+                labels=("status:ready",),
+                title="bridge",
+                dependency_unmet=True,
+                dependency_reason="downstream of #600",
+            ),
+            WorkCandidate(
+                kind="issue",
+                number=600,
+                labels=("status:ready", "type:feature"),
+                title="allocator",
+                priority=50,
+            ),
+            WorkCandidate(
+                kind="issue",
+                number=601,
+                labels=("status:blocked",),
+                title="blocked",
+                blocked=True,
+            ),
+        ]
+        res = self._alloc(candidates=cands, apply=False)
+        self.assertTrue(res["success"])
+        self.assertEqual(res["outcome"], OUTCOME_PREVIEW)
+        self.assertEqual(res["selected"]["number"], 600)
+        self.assertEqual(res["selected"]["kind"], "issue")
+        # When 600 is highest priority valid work, lower-priority blocked/dep
+        # candidates are not visited. Prove they are skipped when they sort first.
+        res2 = self._alloc(
+            candidates=[
+                WorkCandidate(
+                    kind="issue",
+                    number=612,
+                    labels=("status:ready",),
+                    priority=99,
+                    dependency_unmet=True,
+                    dependency_reason="downstream of #600",
+                ),
+                WorkCandidate(
+                    kind="issue",
+                    number=601,
+                    labels=("status:blocked",),
+                    priority=98,
+                    blocked=True,
+                ),
+                WorkCandidate(
+                    kind="issue",
+                    number=600,
+                    labels=("status:ready",),
+                    priority=1,
+                ),
+            ],
+            apply=False,
+        )
+        skipped_nums = {s["number"] for s in res2["skipped"]}
+        self.assertIn(612, skipped_nums)
+        self.assertIn(601, skipped_nums)
+        self.assertEqual(res2["selected"]["number"], 600)
+        self.assertIsNone(res["assignment"])
+        self.assertFalse(res["file_lock_only"])
+        self.assertFalse(res["comment_lease_only"])
+
+    def test_atomic_assign_and_lease_on_apply(self) -> None:
+        cands = [
+            WorkCandidate(
+                kind="issue",
+                number=600,
+                labels=("status:ready",),
+                priority=10,
+            )
+        ]
+        res = self._alloc(candidates=cands, apply=True, session_id="s-a")
+        self.assertEqual(res["outcome"], OUTCOME_ASSIGNED)
+        asn = res["assignment"]
+        self.assertEqual(asn["outcome"], "assigned")
+        self.assertIsNotNone(asn["assignment_id"])
+        self.assertIsNotNone(asn["lease_id"])
+        self.assertEqual(asn["work_number"], 600)
+        self.assertIn("implement", asn["allowed_actions"])
+        self.assertIn("merge", asn["forbidden_actions"])
+        proof = res["lease_proof"]
+        self.assertEqual(proof["source"], "control_plane_db.assign_and_lease")
+
+    def test_concurrent_allocators_no_double_assign(self) -> None:
+        cand = WorkCandidate(
+            kind="pr",
+            number=100,
+            head_sha="a" * 40,
+            priority=10,
+        )
+        # Seed work item so both race the same target
+        self.db.upsert_work_item(
+            remote="prgs",
+            org="org",
+            repo="repo",
+            kind="pr",
+            number=100,
+            current_head_sha="a" * 40,
+        )
+        results = []
+        lock = threading.Lock()
+
+        def worker(sid: str):
+            r = allocate_next_work(
+                self.db,
+                session_id=sid,
+                role="reviewer",
+                remote="prgs",
+                org="org",
+                repo="repo",
+                candidates=[cand],
+                apply=True,
+                profile_name="prgs-reviewer",
+            )
+            with lock:
+                results.append(r)
+
+        with ThreadPoolExecutor(max_workers=2) as pool:
+            futs = [pool.submit(worker, f"s-{i}") for i in range(2)]
+            for f in as_completed(futs):
+                f.result()
+
+        outcomes = [r["outcome"] for r in results]
+        self.assertEqual(outcomes.count(OUTCOME_ASSIGNED), 1, outcomes)
+        self.assertEqual(outcomes.count(OUTCOME_WAIT), 1, outcomes)
+
+    def test_blocked_and_dependency_skipped(self) -> None:
+        cands = [
+            WorkCandidate(kind="issue", number=1, blocked=True, labels=("status:blocked",)),
+            WorkCandidate(
+                kind="issue",
+                number=612,
+                labels=("status:ready",),
+                dependency_unmet=True,
+                dependency_reason="downstream of #600",
+            ),
+        ]
+        res = self._alloc(candidates=cands, apply=True, role="author")
+        self.assertEqual(res["outcome"], OUTCOME_NO_SAFE)
+        self.assertIsNone(res["selected"])
+        reasons = " ".join(s["reason"] for s in res["skipped"])
+        self.assertIn("blocked", reasons.lower())
+        self.assertIn("600", reasons)
+
+    def test_already_leased_returns_wait(self) -> None:
+        self.db.upsert_session(session_id="owner", role="author")
+        self.db.assign_and_lease(
+            session_id="owner",
+            role="author",
+            remote="prgs",
+            org="org",
+            repo="repo",
+            kind="issue",
+            number=50,
+        )
+        res = self._alloc(
+            session_id="other",
+            candidates=[
+                WorkCandidate(kind="issue", number=50, labels=("status:ready",))
+            ],
+            apply=True,
+        )
+        self.assertEqual(res["outcome"], OUTCOME_WAIT)
+        self.assertEqual(res["owner_session_id"], "owner")
+
+    def test_role_ineligible_skipped(self) -> None:
+        # PR with current-head REQUEST_CHANGES expects author, not reviewer.
+        cand = WorkCandidate(
+            kind="pr",
+            number=9,
+            head_sha="b" * 40,
+            request_changes_current_head=True,
+        )
+        self.assertEqual(expected_role_for_candidate(cand), "author")
+        res = self._alloc(
+            role="reviewer",
+            profile_name="prgs-reviewer",
+            candidates=[cand],
+            apply=False,
+        )
+        self.assertEqual(res["outcome"], OUTCOME_NO_SAFE)
+        self.assertTrue(any("expects role" in s["reason"] for s in res["skipped"]))
+
+    def test_terminal_lock_blocks_downstream_reviewer_prs(self) -> None:
+        self.db.set_terminal_lock(
+            remote="prgs",
+            org="org",
+            repo="repo",
+            terminal_pr=10,
+            decision="request_changes",
+            status="active",
+        )
+        cands = [
+            WorkCandidate(kind="pr", number=11, head_sha="c" * 40, priority=5),
+            WorkCandidate(kind="pr", number=10, head_sha="d" * 40, priority=1),
+        ]
+        res = self._alloc(
+            role="reviewer",
+            profile_name="prgs-reviewer",
+            candidates=cands,
+            apply=False,
+        )
+        # Terminal PR #10 is selectable; #11 skipped for terminal path.
+        self.assertEqual(res["selected"]["number"], 10)
+        self.assertTrue(
+            any(
+                s["number"] == 11 and "terminal-review lock" in s["reason"]
+                for s in res["skipped"]
+            )
+        )
+
+    def test_terminal_lock_blocks_all_when_only_downstream(self) -> None:
+        self.db.set_terminal_lock(
+            remote="prgs",
+            org="org",
+            repo="repo",
+            terminal_pr=10,
+            decision="request_changes",
+            status="active",
+        )
+        res = self._alloc(
+            role="reviewer",
+            profile_name="prgs-reviewer",
+            candidates=[
+                WorkCandidate(kind="pr", number=99, head_sha="e" * 40),
+            ],
+            apply=False,
+        )
+        self.assertEqual(res["outcome"], OUTCOME_BLOCKED_TERMINAL)
+
+    def test_no_work_structured(self) -> None:
+        res = self._alloc(candidates=[], apply=True)
+        self.assertEqual(res["outcome"], OUTCOME_NO_SAFE)
+        self.assertIsNone(res["selected"])
+        self.assertTrue(res["reasons"])
+
+    def test_rejects_incident_kind(self) -> None:
+        with self.assertRaises(InvalidWorkKindError):
+            WorkCandidate(kind="sentry_incident", number=1)
+
+    def test_612_downstream_marker_in_result(self) -> None:
+        res = self._alloc(
+            candidates=[
+                WorkCandidate(kind="issue", number=600, labels=("status:ready",))
+            ],
+            apply=True,
+        )
+        self.assertIn("612", res.get("downstream_note", ""))
+
+    def test_substrate_not_file_or_comment_lease(self) -> None:
+        res = self._alloc(
+            candidates=[
+                WorkCandidate(kind="issue", number=1, labels=("status:ready",))
+            ],
+            apply=True,
+        )
+        self.assertEqual(res["substrate"], "control_plane_db")
+        self.assertFalse(res["file_lock_only"])
+        self.assertFalse(res["comment_lease_only"])
+        self.assertEqual(
+            res["lease_proof"]["source"], "control_plane_db.assign_and_lease"
+        )
+
+    def test_candidate_from_dict(self) -> None:
+        c = candidate_from_dict(
+            {
+                "kind": "pr",
+                "number": 7,
+                "head_sha": "f" * 40,
+                "approval_on_current_head": True,
+                "mergeable": True,
+            }
+        )
+        self.assertEqual(expected_role_for_candidate(c), "merger")
+
+    def test_merger_gets_clean_approval(self) -> None:
+        c = WorkCandidate(
+            kind="pr",
+            number=3,
+            head_sha="1" * 40,
+            approval_on_current_head=True,
+            mergeable=True,
+            priority=100,
+        )
+        res = self._alloc(
+            role="merger",
+            profile_name="prgs-merger",
+            candidates=[c],
+            apply=True,
+            session_id="merger-1",
+        )
+        self.assertEqual(res["outcome"], OUTCOME_ASSIGNED)
+        self.assertEqual(res["assignment"]["work_number"], 3)
+        self.assertIn("merge", res["assignment"]["allowed_actions"])
+
+    def test_db_unavailable_fails_closed(self) -> None:
+        res = allocate_next_work(
+            None,  # type: ignore[arg-type]
+            session_id="x",
+            role="author",
+            remote="prgs",
+            org="o",
+            repo="r",
+            candidates=[],
+            apply=True,
+        )
+        self.assertFalse(res["success"])
+        self.assertIn("unavailable", res["reasons"][0].lower())
+
+
+if __name__ == "__main__":
+    unittest.main()

tests/test_control_plane_db.py

@@ -0,0 +1,824 @@
+"""Tests for control-plane DB substrate (#613)."""
+
+from __future__ import annotations
+
+import os
+import tempfile
+import threading
+import unittest
+from concurrent.futures import ThreadPoolExecutor, as_completed
+from datetime import timedelta
+
+from control_plane_db import (
+    ControlPlaneDB,
+    InvalidWorkKindError,
+    LeaseRequiredError,
+    WORK_KINDS,
+    _ts,
+    _utc_now,
+)
+
+
+class ControlPlaneDBTest(unittest.TestCase):
+    def setUp(self) -> None:
+        self._tmp = tempfile.TemporaryDirectory()
+        self.db_path = os.path.join(self._tmp.name, "cp.sqlite3")
+        self.db = ControlPlaneDB(self.db_path)
+
+    def tearDown(self) -> None:
+        self._tmp.cleanup()
+
+    def test_schema_and_architecture_meta(self) -> None:
+        import sqlite3
+
+        conn = sqlite3.connect(self.db_path)
+        try:
+            rows = dict(conn.execute("SELECT key, value FROM schema_meta").fetchall())
+        finally:
+            conn.close()
+        self.assertEqual(rows["schema_version"], "3")
+        self.assertIn("DB coordinates", rows["architecture"])
+        self.assertIn("bridge", rows["architecture"].lower())
+
+    def test_rejects_raw_incident_as_work_kind(self) -> None:
+        with self.assertRaises(InvalidWorkKindError):
+            self.db.upsert_work_item(
+                remote="prgs",
+                org="org",
+                repo="repo",
+                kind="sentry_incident",
+                number=1,
+            )
+        with self.assertRaises(InvalidWorkKindError):
+            self.db.assign_and_lease(
+                session_id="s1",
+                role="author",
+                remote="prgs",
+                org="org",
+                repo="repo",
+                kind="glitchtip_incident",
+                number=9,
+            )
+        self.assertEqual(WORK_KINDS, frozenset({"issue", "pr"}))
+
+    def test_atomic_assign_and_lease_fields(self) -> None:
+        self.db.upsert_session(session_id="s-a", role="author", profile="prgs-author")
+        result = self.db.assign_and_lease(
+            session_id="s-a",
+            role="author",
+            remote="prgs",
+            org="Scaled-Tech-Consulting",
+            repo="Gitea-Tools",
+            kind="issue",
+            number=613,
+            expected_head_sha="abc123",
+            allowed_actions=("implement", "comment"),
+            forbidden_actions=("approve", "merge"),
+        )
+        self.assertEqual(result.outcome, "assigned")
+        self.assertIsNotNone(result.assignment_id)
+        self.assertIsNotNone(result.lease_id)
+        self.assertEqual(result.role, "author")
+        self.assertEqual(result.work_kind, "issue")
+        self.assertEqual(result.work_number, 613)
+        self.assertEqual(result.expected_head_sha, "abc123")
+        self.assertIn("implement", result.allowed_actions)
+        self.assertIn("merge", result.forbidden_actions)
+        self.assertIsNotNone(result.expires_at)
+
+    def test_second_session_waits_on_foreign_lease(self) -> None:
+        self.db.upsert_session(session_id="s1", role="author")
+        self.db.upsert_session(session_id="s2", role="author")
+        first = self.db.assign_and_lease(
+            session_id="s1",
+            role="author",
+            remote="prgs",
+            org="o",
+            repo="r",
+            kind="pr",
+            number=100,
+            expected_head_sha="deadbeef",
+        )
+        self.assertEqual(first.outcome, "assigned")
+        second = self.db.assign_and_lease(
+            session_id="s2",
+            role="author",
+            remote="prgs",
+            org="o",
+            repo="r",
+            kind="pr",
+            number=100,
+            expected_head_sha="deadbeef",
+        )
+        self.assertEqual(second.outcome, "wait")
+        self.assertEqual(second.owner_session_id, "s1")
+
+    def test_owner_resume_refreshes_lease(self) -> None:
+        self.db.upsert_session(session_id="s1", role="reviewer")
+        a = self.db.assign_and_lease(
+            session_id="s1",
+            role="reviewer",
+            remote="prgs",
+            org="o",
+            repo="r",
+            kind="pr",
+            number=50,
+            expected_head_sha="head-50",
+        )
+        b = self.db.assign_and_lease(
+            session_id="s1",
+            role="reviewer",
+            remote="prgs",
+            org="o",
+            repo="r",
+            kind="pr",
+            number=50,
+            expected_head_sha="head-50",
+        )
+        self.assertEqual(b.outcome, "assigned")
+        self.assertEqual(b.lease_id, a.lease_id)
+        self.assertIn("owner-resume", b.reason)
+
+    def test_require_valid_assignment_gates_mutations(self) -> None:
+        self.db.upsert_session(session_id="s1", role="author")
+        self.db.assign_and_lease(
+            session_id="s1",
+            role="author",
+            remote="prgs",
+            org="o",
+            repo="r",
+            kind="issue",
+            number=7,
+            allowed_actions=("implement",),
+            forbidden_actions=("merge",),
+        )
+        proof = self.db.require_valid_assignment(
+            session_id="s1",
+            remote="prgs",
+            org="o",
+            repo="r",
+            kind="issue",
+            number=7,
+            action="implement",
+        )
+        self.assertEqual(proof["session_id"], "s1")
+        with self.assertRaises(LeaseRequiredError):
+            self.db.require_valid_assignment(
+                session_id="s1",
+                remote="prgs",
+                org="o",
+                repo="r",
+                kind="issue",
+                number=7,
+                action="merge",
+            )
+        with self.assertRaises(LeaseRequiredError):
+            self.db.require_valid_assignment(
+                session_id="s-other",
+                remote="prgs",
+                org="o",
+                repo="r",
+                kind="issue",
+                number=7,
+                action="implement",
+            )
+
+    def test_expired_lease_allows_reassign(self) -> None:
+        self.db.upsert_session(session_id="s1", role="author")
+        self.db.upsert_session(session_id="s2", role="author")
+        past = _utc_now() - timedelta(hours=1)
+        # Create lease already expired by using negative TTL edge via direct assign then expire
+        assigned = self.db.assign_and_lease(
+            session_id="s1",
+            role="author",
+            remote="prgs",
+            org="o",
+            repo="r",
+            kind="issue",
+            number=3,
+            lease_ttl_seconds=1,
+        )
+        self.assertEqual(assigned.outcome, "assigned")
+        # Force expiry in DB
+        import sqlite3
+
+        conn = sqlite3.connect(self.db_path)
+        try:
+            conn.execute(
+                "UPDATE leases SET expires_at = ? WHERE lease_id = ?",
+                (_ts(past), assigned.lease_id),
+            )
+            conn.commit()
+        finally:
+            conn.close()
+        n = self.db.expire_stale_leases()
+        self.assertGreaterEqual(n, 1)
+        second = self.db.assign_and_lease(
+            session_id="s2",
+            role="author",
+            remote="prgs",
+            org="o",
+            repo="r",
+            kind="issue",
+            number=3,
+        )
+        self.assertEqual(second.outcome, "assigned")
+        self.assertEqual(second.session_id, "s2")
+
+    def test_merged_work_never_assigned(self) -> None:
+        self.db.upsert_session(session_id="s1", role="merger")
+        self.db.upsert_work_item(
+            remote="prgs",
+            org="o",
+            repo="r",
+            kind="pr",
+            number=99,
+            state="merged",
+        )
+        result = self.db.assign_and_lease(
+            session_id="s1",
+            role="merger",
+            remote="prgs",
+            org="o",
+            repo="r",
+            kind="pr",
+            number=99,
+            expected_head_sha="merged-head",
+        )
+        self.assertEqual(result.outcome, "no_safe_work")
+
+    def test_four_concurrent_sessions_unique_assignments(self) -> None:
+        """Four concurrent assigners on four different issues — all succeed uniquely.
+
+        Also two concurrent assigners on the *same* issue: at most one assigned.
+        """
+        for i in range(4):
+            self.db.upsert_session(session_id=f"sess-{i}", role="author")
+
+        def claim_unique(i: int):
+            return self.db.assign_and_lease(
+                session_id=f"sess-{i}",
+                role="author",
+                remote="prgs",
+                org="o",
+                repo="r",
+                kind="issue",
+                number=1000 + i,
+            )
+
+        with ThreadPoolExecutor(max_workers=4) as pool:
+            results = [f.result() for f in as_completed([pool.submit(claim_unique, i) for i in range(4)])]
+        self.assertEqual({r.outcome for r in results}, {"assigned"})
+        numbers = sorted(r.work_number for r in results)
+        self.assertEqual(numbers, [1000, 1001, 1002, 1003])
+
+        # Contention on one item
+        self.db.upsert_session(session_id="c1", role="author")
+        self.db.upsert_session(session_id="c2", role="author")
+        self.db.upsert_session(session_id="c3", role="author")
+        self.db.upsert_session(session_id="c4", role="author")
+        barrier = threading.Barrier(4)
+        outcomes: list[str] = []
+        lock = threading.Lock()
+
+        def contend(sid: str) -> None:
+            barrier.wait()
+            res = self.db.assign_and_lease(
+                session_id=sid,
+                role="author",
+                remote="prgs",
+                org="o",
+                repo="r",
+                kind="issue",
+                number=7777,
+            )
+            with lock:
+                outcomes.append(res.outcome)
+
+        threads = [threading.Thread(target=contend, args=(f"c{i}",)) for i in range(1, 5)]
+        for t in threads:
+            t.start()
+        for t in threads:
+            t.join()
+        self.assertEqual(outcomes.count("assigned"), 1)
+        self.assertEqual(outcomes.count("wait"), 3)
+
+    def test_terminal_lock_index(self) -> None:
+        self.db.set_terminal_lock(
+            remote="prgs",
+            org="o",
+            repo="r",
+            terminal_pr=332,
+            review_id="rev-1",
+            decision="approve",
+        )
+        row = self.db.get_active_terminal_lock(remote="prgs", org="o", repo="r")
+        self.assertIsNotNone(row)
+        assert row is not None
+        self.assertEqual(row["terminal_pr"], 332)
+        self.assertEqual(row["status"], "active")
+
+    def test_incident_links_not_work_items(self) -> None:
+        link = self.db.upsert_incident_link(
+            provider="sentry",
+            provider_base_url="https://sentry.prgs.cc",
+            provider_org="prgs",
+            provider_project="gitea-tools-mcp",
+            provider_issue_id="12345",
+            gitea_org="Scaled-Tech-Consulting",
+            gitea_repo="Gitea-Tools",
+            gitea_issue_number=9001,
+            fingerprint="fp-1",
+        )
+        self.assertEqual(link["gitea_issue_number"], 9001)
+        found = self.db.get_incident_link_for_gitea_issue(
+            gitea_org="Scaled-Tech-Consulting",
+            gitea_repo="Gitea-Tools",
+            gitea_issue_number=9001,
+        )
+        self.assertIsNotNone(found)
+        # Linking does not create a work_item of incident kind
+        with self.assertRaises(InvalidWorkKindError):
+            self.db.upsert_work_item(
+                remote="prgs",
+                org="Scaled-Tech-Consulting",
+                repo="Gitea-Tools",
+                kind="sentry",
+                number=12345,
+            )
+
+    def test_heartbeat_and_release(self) -> None:
+        self.db.upsert_session(session_id="s1", role="author")
+        a = self.db.assign_and_lease(
+            session_id="s1",
+            role="author",
+            remote="prgs",
+            org="o",
+            repo="r",
+            kind="issue",
+            number=1,
+        )
+        hb = self.db.heartbeat_lease(a.lease_id, session_id="s1")
+        self.assertEqual(hb["lease_id"], a.lease_id)
+        self.db.release_lease(a.lease_id, session_id="s1")
+        # After release another session can claim
+        self.db.upsert_session(session_id="s2", role="author")
+        b = self.db.assign_and_lease(
+            session_id="s2",
+            role="author",
+            remote="prgs",
+            org="o",
+            repo="r",
+            kind="issue",
+            number=1,
+        )
+        self.assertEqual(b.outcome, "assigned")
+        self.assertEqual(b.session_id, "s2")
+
+    def test_require_valid_assignment_rejects_stale_head(self) -> None:
+        """Assignment must not authorize mutations after work-item head drifts."""
+        self.db.upsert_session(session_id="s1", role="author")
+        self.db.assign_and_lease(
+            session_id="s1",
+            role="author",
+            remote="prgs",
+            org="o",
+            repo="r",
+            kind="pr",
+            number=42,
+            expected_head_sha="head-v1",
+            allowed_actions=("implement",),
+        )
+        # Head drifts after assignment
+        self.db.upsert_work_item(
+            remote="prgs",
+            org="o",
+            repo="r",
+            kind="pr",
+            number=42,
+            current_head_sha="head-v2",
+        )
+        with self.assertRaises(LeaseRequiredError) as ctx:
+            self.db.require_valid_assignment(
+                session_id="s1",
+                remote="prgs",
+                org="o",
+                repo="r",
+                kind="pr",
+                number=42,
+                action="implement",
+            )
+        self.assertIn("stale head", str(ctx.exception).lower())
+
+    def test_require_valid_assignment_rejects_terminal_state(self) -> None:
+        """Assignment must not authorize mutations after work item is merged/closed."""
+        self.db.upsert_session(session_id="s1", role="author")
+        self.db.assign_and_lease(
+            session_id="s1",
+            role="author",
+            remote="prgs",
+            org="o",
+            repo="r",
+            kind="pr",
+            number=55,
+            expected_head_sha="abc",
+            allowed_actions=("implement",),
+        )
+        self.db.upsert_work_item(
+            remote="prgs",
+            org="o",
+            repo="r",
+            kind="pr",
+            number=55,
+            state="merged",
+            current_head_sha="abc",
+        )
+        with self.assertRaises(LeaseRequiredError) as ctx:
+            self.db.require_valid_assignment(
+                session_id="s1",
+                remote="prgs",
+                org="o",
+                repo="r",
+                kind="pr",
+                number=55,
+                action="implement",
+            )
+        self.assertIn("terminal", str(ctx.exception).lower())
+
+        self.db.upsert_work_item(
+            remote="prgs",
+            org="o",
+            repo="r",
+            kind="issue",
+            number=56,
+            state="open",
+        )
+        self.db.assign_and_lease(
+            session_id="s1",
+            role="author",
+            remote="prgs",
+            org="o",
+            repo="r",
+            kind="issue",
+            number=56,
+            allowed_actions=("implement",),
+        )
+        self.db.upsert_work_item(
+            remote="prgs",
+            org="o",
+            repo="r",
+            kind="issue",
+            number=56,
+            state="closed",
+        )
+        with self.assertRaises(LeaseRequiredError):
+            self.db.require_valid_assignment(
+                session_id="s1",
+                remote="prgs",
+                org="o",
+                repo="r",
+                kind="issue",
+                number=56,
+                action="implement",
+            )
+
+    def test_pr_assignment_requires_expected_head_sha(self) -> None:
+        """PR assign and mutation must fail closed without a head pin."""
+        self.db.upsert_session(session_id="s1", role="author")
+        with self.assertRaises(LeaseRequiredError) as ctx:
+            self.db.assign_and_lease(
+                session_id="s1",
+                role="author",
+                remote="prgs",
+                org="o",
+                repo="r",
+                kind="pr",
+                number=88,
+                expected_head_sha=None,
+                allowed_actions=("implement",),
+            )
+        self.assertIn("expected_head_sha", str(ctx.exception))
+
+        # Legacy path: force an unpinned PR assignment into the DB, then
+        # populate head and prove mutation is still rejected.
+        import sqlite3
+
+        self.db.upsert_work_item(
+            remote="prgs",
+            org="o",
+            repo="r",
+            kind="pr",
+            number=89,
+            current_head_sha=None,
+        )
+        conn = sqlite3.connect(self.db_path)
+        try:
+            wid = conn.execute(
+                "SELECT work_item_id FROM work_items WHERE kind='pr' AND number=89"
+            ).fetchone()[0]
+            conn.execute(
+                """
+                INSERT INTO sessions(session_id, role, started_at, last_heartbeat_at, status)
+                VALUES ('legacy', 'author', '2020-01-01T00:00:00Z', '2020-01-01T00:00:00Z', 'active')
+                """
+            )
+            conn.execute(
+                """
+                INSERT INTO leases(
+                    lease_id, work_item_id, session_id, role, phase,
+                    expires_at, heartbeat_at, status
+                ) VALUES (
+                    'lease-legacy', ?, 'legacy', 'author', 'claimed',
+                    '2099-01-01T00:00:00Z', '2020-01-01T00:00:00Z', 'active'
+                )
+                """,
+                (wid,),
+            )
+            conn.execute(
+                """
+                INSERT INTO assignments(
+                    assignment_id, work_item_id, session_id, lease_id,
+                    allowed_actions, forbidden_actions, expected_head_sha,
+                    role, status, created_at
+                ) VALUES (
+                    'asn-legacy', ?, 'legacy', 'lease-legacy',
+                    '["implement"]', '["merge"]', NULL,
+                    'author', 'active', '2020-01-01T00:00:00Z'
+                )
+                """,
+                (wid,),
+            )
+            conn.commit()
+        finally:
+            conn.close()
+        self.db.upsert_work_item(
+            remote="prgs",
+            org="o",
+            repo="r",
+            kind="pr",
+            number=89,
+            current_head_sha="populated-head",
+        )
+        with self.assertRaises(LeaseRequiredError) as ctx2:
+            self.db.require_valid_assignment(
+                session_id="legacy",
+                remote="prgs",
+                org="o",
+                repo="r",
+                kind="pr",
+                number=89,
+                action="implement",
+            )
+        self.assertIn("expected_head_sha pin", str(ctx2.exception))
+
+    def test_migrate_duplicate_null_scope_incident_links(self) -> None:
+        """Legacy NULL-scope duplicates must migrate without UNIQUE crash."""
+        import sqlite3
+
+        from control_plane_db import ControlPlaneDB, ControlPlaneError
+
+        # Build a v1-like table with nullable scope columns and insert dups
+        # that collapse under normalization, then open ControlPlaneDB on it.
+        path = os.path.join(self._tmp.name, "legacy_dups.sqlite3")
+        conn = sqlite3.connect(path)
+        try:
+            conn.executescript(
+                """
+                CREATE TABLE schema_meta (key TEXT PRIMARY KEY, value TEXT NOT NULL);
+                CREATE TABLE incident_links (
+                    link_id INTEGER PRIMARY KEY AUTOINCREMENT,
+                    provider TEXT NOT NULL,
+                    provider_base_url TEXT,
+                    provider_org TEXT,
+                    provider_project TEXT,
+                    provider_issue_id TEXT NOT NULL,
+                    provider_short_id TEXT,
+                    provider_permalink TEXT,
+                    fingerprint TEXT,
+                    gitea_org TEXT NOT NULL,
+                    gitea_repo TEXT NOT NULL,
+                    gitea_issue_number INTEGER NOT NULL,
+                    linked_pr_numbers TEXT,
+                    first_seen TEXT,
+                    last_seen TEXT,
+                    event_count INTEGER,
+                    status TEXT NOT NULL DEFAULT 'open',
+                    release_resolved_at TEXT,
+                    last_sync_at TEXT,
+                    UNIQUE (
+                        provider, provider_base_url, provider_org,
+                        provider_project, provider_issue_id
+                    )
+                );
+                INSERT INTO incident_links(
+                    provider, provider_base_url, provider_org, provider_project,
+                    provider_issue_id, gitea_org, gitea_repo, gitea_issue_number, status
+                ) VALUES
+                    ('sentry', NULL, NULL, NULL, 'dup-1', 'org', 'repo', 10, 'open'),
+                    ('sentry', NULL, NULL, NULL, 'dup-1', 'org', 'repo', 10, 'open');
+                """
+            )
+            # SQLite allows two NULL-scope rows with same provider/issue under UNIQUE.
+            n = conn.execute("SELECT COUNT(*) FROM incident_links").fetchone()[0]
+            self.assertEqual(n, 2)
+            conn.commit()
+        finally:
+            conn.close()
+
+        db = ControlPlaneDB(path)
+        conn2 = sqlite3.connect(path)
+        try:
+            n2 = conn2.execute("SELECT COUNT(*) FROM incident_links").fetchone()[0]
+            rows = conn2.execute(
+                "SELECT provider_base_url, provider_org, provider_project, gitea_issue_number "
+                "FROM incident_links"
+            ).fetchall()
+        finally:
+            conn2.close()
+        self.assertEqual(n2, 1)
+        self.assertEqual(rows[0][0], "")
+        self.assertEqual(rows[0][1], "")
+        self.assertEqual(rows[0][2], "")
+        self.assertEqual(rows[0][3], 10)
+        # Touch to silence unused import in type checkers if needed
+        self.assertTrue(issubclass(ControlPlaneError, Exception))
+        del db
+
+    def test_migrate_conflicting_duplicate_incident_links_fails_closed(self) -> None:
+        """Conflicting Gitea targets for the same provider key must fail closed."""
+        import sqlite3
+        from control_plane_db import ControlPlaneDB, ControlPlaneError
+
+        path = os.path.join(self._tmp.name, "legacy_conflict.sqlite3")
+        conn = sqlite3.connect(path)
+        try:
+            conn.executescript(
+                """
+                CREATE TABLE incident_links (
+                    link_id INTEGER PRIMARY KEY AUTOINCREMENT,
+                    provider TEXT NOT NULL,
+                    provider_base_url TEXT,
+                    provider_org TEXT,
+                    provider_project TEXT,
+                    provider_issue_id TEXT NOT NULL,
+                    gitea_org TEXT NOT NULL,
+                    gitea_repo TEXT NOT NULL,
+                    gitea_issue_number INTEGER NOT NULL,
+                    status TEXT NOT NULL DEFAULT 'open',
+                    UNIQUE (
+                        provider, provider_base_url, provider_org,
+                        provider_project, provider_issue_id
+                    )
+                );
+                INSERT INTO incident_links(
+                    provider, provider_base_url, provider_org, provider_project,
+                    provider_issue_id, gitea_org, gitea_repo, gitea_issue_number
+                ) VALUES
+                    ('sentry', NULL, NULL, NULL, 'dup-c', 'org', 'repo', 1),
+                    ('sentry', NULL, NULL, NULL, 'dup-c', 'org', 'repo', 2);
+                """
+            )
+            conn.commit()
+        finally:
+            conn.close()
+
+        with self.assertRaises(ControlPlaneError) as ctx:
+            ControlPlaneDB(path)
+        self.assertIn("conflicting", str(ctx.exception).lower())
+
+    def test_migrate_conflicting_observation_metadata_fails_closed(self) -> None:
+        """Same provider key + same Gitea target but differing obs metadata must fail closed.
+
+        Regression for silent data loss: migration used to keep lowest link_id and
+        delete peers after comparing only Gitea targets (#619 RC3).
+        """
+        import sqlite3
+        from control_plane_db import ControlPlaneDB, ControlPlaneError
+
+        path = os.path.join(self._tmp.name, "legacy_meta_conflict.sqlite3")
+        conn = sqlite3.connect(path)
+        try:
+            conn.executescript(
+                """
+                CREATE TABLE schema_meta (key TEXT PRIMARY KEY, value TEXT NOT NULL);
+                CREATE TABLE incident_links (
+                    link_id INTEGER PRIMARY KEY AUTOINCREMENT,
+                    provider TEXT NOT NULL,
+                    provider_base_url TEXT,
+                    provider_org TEXT,
+                    provider_project TEXT,
+                    provider_issue_id TEXT NOT NULL,
+                    provider_short_id TEXT,
+                    provider_permalink TEXT,
+                    fingerprint TEXT,
+                    gitea_org TEXT NOT NULL,
+                    gitea_repo TEXT NOT NULL,
+                    gitea_issue_number INTEGER NOT NULL,
+                    linked_pr_numbers TEXT,
+                    first_seen TEXT,
+                    last_seen TEXT,
+                    event_count INTEGER,
+                    status TEXT NOT NULL DEFAULT 'open',
+                    release_resolved_at TEXT,
+                    last_sync_at TEXT,
+                    UNIQUE (
+                        provider, provider_base_url, provider_org,
+                        provider_project, provider_issue_id
+                    )
+                );
+                INSERT INTO incident_links(
+                    provider, provider_base_url, provider_org, provider_project,
+                    provider_issue_id, provider_permalink, fingerprint,
+                    gitea_org, gitea_repo, gitea_issue_number,
+                    event_count, status, first_seen, last_seen
+                ) VALUES
+                    (
+                        'sentry', NULL, NULL, NULL, 'dup-meta',
+                        'https://sentry.example/issues/1', 'fingerprint-A',
+                        'org', 'repo', 42,
+                        1, 'open', '2026-01-01T00:00:00Z', '2026-01-01T01:00:00Z'
+                    ),
+                    (
+                        'sentry', NULL, NULL, NULL, 'dup-meta',
+                        'https://sentry.example/issues/1', 'fingerprint-B',
+                        'org', 'repo', 42,
+                        99, 'resolved', '2026-01-01T00:00:00Z', '2026-01-02T00:00:00Z'
+                    );
+                """
+            )
+            n = conn.execute("SELECT COUNT(*) FROM incident_links").fetchone()[0]
+            self.assertEqual(n, 2)
+            conn.commit()
+        finally:
+            conn.close()
+
+        with self.assertRaises(ControlPlaneError) as ctx:
+            ControlPlaneDB(path)
+        msg = str(ctx.exception).lower()
+        self.assertIn("conflicting", msg)
+        self.assertIn("observation metadata", msg)
+
+        # Rows must still be present — migration must not delete before failing.
+        conn2 = sqlite3.connect(path)
+        try:
+            remaining = conn2.execute("SELECT COUNT(*) FROM incident_links").fetchone()[0]
+            fps = {
+                r[0]
+                for r in conn2.execute(
+                    "SELECT fingerprint FROM incident_links ORDER BY link_id"
+                ).fetchall()
+            }
+        finally:
+            conn2.close()
+        self.assertEqual(remaining, 2)
+        self.assertEqual(fps, {"fingerprint-A", "fingerprint-B"})
+
+    def test_incident_links_minimal_upsert_is_canonical(self) -> None:
+        """Repeated minimal upserts must update one row (NULL-safe uniqueness)."""
+        a = self.db.upsert_incident_link(
+            provider="sentry",
+            provider_issue_id="inc-1",
+            gitea_org="org",
+            gitea_repo="repo",
+            gitea_issue_number=1,
+        )
+        b = self.db.upsert_incident_link(
+            provider="sentry",
+            provider_issue_id="inc-1",
+            gitea_org="org",
+            gitea_repo="repo",
+            gitea_issue_number=2,
+            # omit optional scope fields again
+        )
+        c = self.db.upsert_incident_link(
+            provider="sentry",
+            provider_issue_id="inc-1",
+            gitea_org="org",
+            gitea_repo="repo",
+            gitea_issue_number=3,
+            provider_base_url=None,
+            provider_org="",
+            provider_project="  ",
+        )
+        self.assertEqual(a["link_id"], b["link_id"])
+        self.assertEqual(b["link_id"], c["link_id"])
+        self.assertEqual(c["gitea_issue_number"], 3)
+        self.assertEqual(c["provider_base_url"], "")
+        self.assertEqual(c["provider_org"], "")
+        self.assertEqual(c["provider_project"], "")
+
+        import sqlite3
+
+        conn = sqlite3.connect(self.db_path)
+        try:
+            n = conn.execute(
+                "SELECT COUNT(*) FROM incident_links WHERE provider_issue_id = ?",
+                ("inc-1",),
+            ).fetchone()[0]
+        finally:
+            conn.close()
+        self.assertEqual(n, 1)
+
+
+if __name__ == "__main__":
+    unittest.main()

tests/test_head_scoped_review_decision_lock.py

@@ -0,0 +1,397 @@
+"""Head-scoped #332 review-decision locks (#620).
+
+Proves:
+  * REQUEST_CHANGES on head A does not block mark_ready/submit on head B
+  * APPROVE on head B is allowed after RC on head A (same open PR)
+  * same-head duplicate terminal remains blocked
+  * open-PR cleanup remains forbidden; assessment reports stale_by_head
+  * historical mutations keep their head_sha (preserved ledger)
+  * PR #619-style: old RC at 036b78e…, current head 2429d9d…, approve allowed
+"""
+
+from __future__ import annotations
+
+import os
+import unittest
+from unittest.mock import patch
+
+import mcp_server
+import stale_review_decision_lock as srdl
+
+HEAD_A = "036b78e31ea5d036452b3a52e0e086b01e0c763f"
+HEAD_B = "2429d9d2e826e519eb8eb4ade45987c00838aefb"
+HEAD_C = "c" * 40
+
+
+def _lock(mutations=None, correction=False, ready_pr=None, ready_head=None, ready_action=None):
+    return {
+        "task": "review_pr",
+        "remote": "prgs",
+        "org": "Scaled-Tech-Consulting",
+        "repo": "Gitea-Tools",
+        "session_pid": os.getpid(),
+        "session_profile": "prgs-reviewer",
+        "session_profile_lock": "prgs-reviewer",
+        "profile_identity": "prgs-reviewer",
+        "final_review_decision_ready": False,
+        "ready_pr_number": ready_pr,
+        "ready_action": ready_action,
+        "ready_expected_head_sha": ready_head,
+        "ready_remote": "prgs" if ready_pr else None,
+        "ready_org": "Scaled-Tech-Consulting" if ready_pr else None,
+        "ready_repo": "Gitea-Tools" if ready_pr else None,
+        "live_mutations": list(mutations or []),
+        "correction_authorized": correction,
+        "correction_reason": None,
+    }
+
+
+RC_619_LEGACY = {
+    "pr_number": 619,
+    "action": "request_changes",
+    "review_id": 410,
+    "review_state": "request_changes",
+    # no head_sha — pre-#620 durable ledger shape
+}
+RC_619_HEAD_A = {
+    "pr_number": 619,
+    "action": "request_changes",
+    "review_id": 410,
+    "review_state": "request_changes",
+    "head_sha": HEAD_A,
+}
+APPROVE_619_HEAD_B = {
+    "pr_number": 619,
+    "action": "approve",
+    "review_id": 411,
+    "review_state": "approve",
+    "head_sha": HEAD_B,
+}
+
+
+def _seed(mutations=None, **kwargs):
+    import review_workflow_load
+
+    review_workflow_load.record_review_workflow_load(mcp_server.PROJECT_ROOT)
+    mcp_server._save_review_decision_lock(_lock(mutations, **kwargs))
+    mcp_server.gitea_load_review_workflow()
+
+
+def _open_pr(pr_number=619, head=HEAD_B):
+    return {
+        "number": pr_number,
+        "state": "open",
+        "merged": False,
+        "merged_at": None,
+        "head": {"sha": head},
+    }
+
+
+def _no_lease():
+    return {"block": False, "reasons": [], "mutation_allowed": True}
+
+
+def _feedback(blocking=False, stale=False, success=True):
+    return {
+        "success": success,
+        "has_blocking_change_requests": blocking,
+        "review_feedback_stale": stale,
+        "current_head_sha": HEAD_B,
+    }
+
+
+class TestPureHeadScopeHelpers(unittest.TestCase):
+    def test_mutation_head_prefers_recorded_sha(self):
+        m = {"pr_number": 1, "head_sha": HEAD_A}
+        self.assertEqual(srdl.mutation_head_sha(m), HEAD_A)
+
+    def test_legacy_mutation_uses_ready_expected_for_same_pr(self):
+        lock = _lock(
+            [RC_619_LEGACY],
+            ready_pr=619,
+            ready_head=HEAD_A,
+            ready_action="request_changes",
+        )
+        self.assertEqual(srdl.mutation_head_sha(RC_619_LEGACY, lock), HEAD_A)
+
+    def test_legacy_mutation_ignores_ready_for_other_pr(self):
+        lock = _lock([RC_619_LEGACY], ready_pr=1, ready_head=HEAD_A)
+        self.assertIsNone(srdl.mutation_head_sha(RC_619_LEGACY, lock))
+
+    def test_prior_blocks_same_head_not_other_head(self):
+        lock = _lock([RC_619_HEAD_A])
+        self.assertTrue(
+            srdl.prior_live_mutations_block_boundary(
+                lock, pr_number=619, expected_head_sha=HEAD_A
+            )
+        )
+        self.assertFalse(
+            srdl.prior_live_mutations_block_boundary(
+                lock, pr_number=619, expected_head_sha=HEAD_B
+            )
+        )
+
+    def test_backfill_stamps_legacy_terminals(self):
+        lock = _lock(
+            [dict(RC_619_LEGACY)],
+            ready_pr=619,
+            ready_head=HEAD_A,
+            ready_action="request_changes",
+        )
+        srdl.backfill_terminal_heads_from_ready(lock)
+        self.assertEqual(lock["live_mutations"][0]["head_sha"], HEAD_A)
+
+
+class TestHardStopHeadScope(unittest.TestCase):
+    def tearDown(self):
+        mcp_server._save_review_decision_lock(None)
+        mcp_server.review_workflow_load.clear_review_workflow_load()
+
+    def test_rc_head_a_allows_mark_ready_head_b(self):
+        _seed(
+            [RC_619_HEAD_A],
+            ready_pr=619,
+            ready_head=HEAD_A,
+            ready_action="request_changes",
+        )
+        self.assertEqual(
+            mcp_server.terminal_review_hard_stop_reasons(
+                619, "mark_ready", expected_head_sha=HEAD_B
+            ),
+            [],
+        )
+
+    def test_rc_head_a_blocks_mark_ready_same_head(self):
+        _seed(
+            [RC_619_HEAD_A],
+            ready_pr=619,
+            ready_head=HEAD_A,
+            ready_action="request_changes",
+        )
+        reasons = mcp_server.terminal_review_hard_stop_reasons(
+            619, "mark_ready", expected_head_sha=HEAD_A
+        )
+        self.assertTrue(reasons)
+        self.assertIn("#332", reasons[0])
+
+    def test_rc_head_a_blocks_other_pr(self):
+        _seed([RC_619_HEAD_A], ready_pr=619, ready_head=HEAD_A)
+        reasons = mcp_server.terminal_review_hard_stop_reasons(
+            700, "mark_ready", expected_head_sha=HEAD_B
+        )
+        self.assertTrue(reasons)
+
+    def test_legacy_619_ledger_allows_new_head(self):
+        """PR #619-style durable lock without mutation head_sha."""
+        _seed(
+            [RC_619_LEGACY],
+            ready_pr=619,
+            ready_head=HEAD_A,
+            ready_action="request_changes",
+        )
+        self.assertEqual(
+            mcp_server.terminal_review_hard_stop_reasons(
+                619, "mark_ready", expected_head_sha=HEAD_B
+            ),
+            [],
+        )
+
+
+class TestMarkFinalAndRecord(unittest.TestCase):
+    def tearDown(self):
+        mcp_server._save_review_decision_lock(None)
+        mcp_server.review_workflow_load.clear_review_workflow_load()
+
+    def _mark(self, pr, action, head, feedback=None):
+        with patch("mcp_server._list_pr_lease_comments", return_value=[]), patch(
+            "mcp_server._pr_work_lease_reviewer_block", return_value=_no_lease()
+        ), patch.object(
+            mcp_server,
+            "gitea_get_pr_review_feedback",
+            return_value=feedback or _feedback(blocking=False, stale=True),
+        ), patch.object(
+            mcp_server,
+            "gitea_check_pr_eligibility",
+            return_value={"eligible": True, "head_sha": head},
+        ):
+            return mcp_server.gitea_mark_final_review_decision(
+                pr_number=pr,
+                action=action,
+                expected_head_sha=head,
+                remote="prgs",
+                org="Scaled-Tech-Consulting",
+                repo="Gitea-Tools",
+            )
+
+    def test_rc_then_rc_on_new_head(self):
+        _seed(
+            [RC_619_HEAD_A],
+            ready_pr=619,
+            ready_head=HEAD_A,
+            ready_action="request_changes",
+        )
+        # Prior RC at head A is unresolved but head moved → feedback stale.
+        res = self._mark(
+            619,
+            "request_changes",
+            HEAD_B,
+            feedback=_feedback(blocking=True, stale=True),
+        )
+        self.assertTrue(res.get("marked_ready"), res)
+        lock = mcp_server._load_review_decision_lock()
+        # Historical head A preserved on mutation after backfill.
+        heads = {
+            m.get("head_sha")
+            for m in lock["live_mutations"]
+            if m.get("action") == "request_changes"
+        }
+        self.assertIn(HEAD_A, heads)
+        self.assertEqual(lock["ready_expected_head_sha"], HEAD_B)
+
+    def test_rc_then_approve_on_new_head(self):
+        _seed(
+            [RC_619_HEAD_A],
+            ready_pr=619,
+            ready_head=HEAD_A,
+            ready_action="request_changes",
+        )
+        res = self._mark(619, "approve", HEAD_B)
+        self.assertTrue(res.get("marked_ready"), res)
+        self.assertTrue(res.get("head_scoped"))
+
+    def test_same_head_rc_still_blocked_by_hard_stop(self):
+        _seed(
+            [RC_619_HEAD_A],
+            ready_pr=619,
+            ready_head=HEAD_A,
+            ready_action="request_changes",
+        )
+        res = self._mark(619, "approve", HEAD_A)
+        self.assertFalse(res.get("marked_ready"))
+        self.assertTrue(any("#332" in r for r in res.get("reasons") or []))
+
+    def test_pr619_style_legacy_lock_approve_on_current_head(self):
+        _seed(
+            [RC_619_LEGACY],
+            ready_pr=619,
+            ready_head=HEAD_A,
+            ready_action="request_changes",
+        )
+        res = self._mark(619, "approve", HEAD_B)
+        self.assertTrue(res.get("marked_ready"), res)
+        lock = mcp_server._load_review_decision_lock()
+        # Backfill should have stamped HEAD_A onto the legacy mutation.
+        self.assertEqual(lock["live_mutations"][0].get("head_sha"), HEAD_A)
+        self.assertEqual(lock["ready_expected_head_sha"], HEAD_B)
+
+    def test_record_live_mutation_stores_head(self):
+        _seed(ready_pr=619, ready_head=HEAD_B, ready_action="approve")
+        lock = mcp_server._load_review_decision_lock()
+        lock["final_review_decision_ready"] = True
+        lock["ready_pr_number"] = 619
+        lock["ready_expected_head_sha"] = HEAD_B
+        mcp_server._save_review_decision_lock(lock)
+        mcp_server.record_live_review_mutation(619, "approve", review_id=99)
+        stored = mcp_server._load_review_decision_lock()["live_mutations"][-1]
+        self.assertEqual(stored["head_sha"], HEAD_B)
+        self.assertEqual(stored["pr_number"], 619)
+
+    def test_submit_gate_allows_new_head_after_prior_terminal(self):
+        """check_review_decision_gate must not block different-head submit."""
+        mutations = [RC_619_HEAD_A]
+        _seed(
+            mutations,
+            ready_pr=619,
+            ready_head=HEAD_B,
+            ready_action="approve",
+        )
+        lock = mcp_server._load_review_decision_lock()
+        lock["final_review_decision_ready"] = True
+        lock["ready_pr_number"] = 619
+        lock["ready_action"] = "approve"
+        lock["ready_expected_head_sha"] = HEAD_B
+        lock["ready_remote"] = "prgs"
+        lock["ready_org"] = "Scaled-Tech-Consulting"
+        lock["ready_repo"] = "Gitea-Tools"
+        mcp_server._save_review_decision_lock(lock)
+        reasons = mcp_server.check_review_decision_gate(
+            619,
+            "approve",
+            final_review_decision_ready=True,
+            remote="prgs",
+            org="Scaled-Tech-Consulting",
+            repo="Gitea-Tools",
+        )
+        self.assertEqual(reasons, [], reasons)
+
+    def test_submit_gate_blocks_same_head_duplicate(self):
+        mutations = [RC_619_HEAD_A]
+        _seed(
+            mutations,
+            ready_pr=619,
+            ready_head=HEAD_A,
+            ready_action="request_changes",
+        )
+        lock = mcp_server._load_review_decision_lock()
+        lock["final_review_decision_ready"] = True
+        lock["ready_pr_number"] = 619
+        lock["ready_action"] = "request_changes"
+        lock["ready_expected_head_sha"] = HEAD_A
+        lock["ready_remote"] = "prgs"
+        lock["ready_org"] = "Scaled-Tech-Consulting"
+        lock["ready_repo"] = "Gitea-Tools"
+        mcp_server._save_review_decision_lock(lock)
+        reasons = mcp_server.check_review_decision_gate(
+            619,
+            "request_changes",
+            final_review_decision_ready=True,
+            remote="prgs",
+            org="Scaled-Tech-Consulting",
+            repo="Gitea-Tools",
+        )
+        self.assertTrue(reasons)
+
+
+class TestAssessmentOpenPrHead(unittest.TestCase):
+    def test_open_pr_stale_by_head_no_cleanup(self):
+        lock = _lock(
+            [RC_619_HEAD_A],
+            ready_pr=619,
+            ready_head=HEAD_A,
+            ready_action="request_changes",
+        )
+        a = srdl.assess_stale_review_decision_lock(
+            lock, pr_live=_open_pr(619, HEAD_B)
+        )
+        self.assertTrue(a["has_lock"])
+        self.assertFalse(a["is_moot"])
+        self.assertFalse(a["cleanup_allowed"])
+        self.assertTrue(a["stale_by_head"])
+        self.assertTrue(a["fresh_review_on_current_head_allowed"])
+        self.assertEqual(a["locked_head_sha"], HEAD_A)
+        self.assertEqual(a["current_pr_head_sha"], HEAD_B)
+
+    def test_open_pr_same_head_no_fresh(self):
+        lock = _lock([RC_619_HEAD_A], ready_pr=619, ready_head=HEAD_A)
+        a = srdl.assess_stale_review_decision_lock(
+            lock, pr_live=_open_pr(619, HEAD_A)
+        )
+        self.assertFalse(a["stale_by_head"])
+        self.assertFalse(a["fresh_review_on_current_head_allowed"])
+        self.assertFalse(a["cleanup_allowed"])
+
+    def test_historical_mutation_preserved_in_summary(self):
+        lock = _lock(
+            [RC_619_HEAD_A, APPROVE_619_HEAD_B],
+            ready_pr=619,
+            ready_head=HEAD_B,
+            ready_action="approve",
+        )
+        summary = srdl.lock_summary(lock)
+        self.assertEqual(summary["live_mutations_count"], 2)
+        self.assertEqual(summary["last_terminal"]["head_sha"], HEAD_B)
+        self.assertEqual(summary["locked_head_sha"], HEAD_B)
+
+
+if __name__ == "__main__":
+    unittest.main()

tests/test_incident_bridge.py

@@ -0,0 +1,345 @@
+"""Tests for observability incident bridge (#612) on #613 substrate."""
+
+from __future__ import annotations
+
+import json
+import os
+import tempfile
+import unittest
+
+from control_plane_db import ControlPlaneDB, InvalidWorkKindError, WORK_KINDS
+from incident_bridge import (
+    OUTCOME_BLOCKED,
+    OUTCOME_CREATED,
+    OUTCOME_LINKED,
+    OUTCOME_PREVIEW,
+    OUTCOME_UPDATED,
+    ProjectMapping,
+    assert_not_raw_incident_work_item,
+    build_gitea_issue_body,
+    load_project_mappings,
+    normalize_incident,
+    project_mapping_from_dict,
+    reconcile_incident,
+    redact_text,
+    sanitize_tags,
+)
+
+
+def _mapping(**kwargs) -> ProjectMapping:
+    base = dict(
+        name="gitea-tools-mcp",
+        provider="sentry",
+        monitor_base_url="https://sentry.prgs.cc",
+        monitor_org="prgs",
+        monitor_project="gitea-tools-mcp",
+        gitea_org="Scaled-Tech-Consulting",
+        gitea_repo="Gitea-Tools",
+        default_labels=("type:bug", "observability", "sentry", "status:ready"),
+    )
+    base.update(kwargs)
+    return ProjectMapping(**base)
+
+
+def _obs(**kwargs) -> dict:
+    base = dict(
+        provider="sentry",
+        provider_base_url="https://sentry.prgs.cc",
+        provider_org="prgs",
+        provider_project="gitea-tools-mcp",
+        provider_issue_id="ISSUE-100",
+        provider_short_id="GITEA-TOOLS-1A",
+        provider_permalink="https://sentry.prgs.cc/organizations/prgs/issues/100/",
+        fingerprint="fp-abc",
+        title="TypeError: boom",
+        summary="TypeError: boom in handle_request",
+        first_seen="2026-07-01T00:00:00Z",
+        last_seen="2026-07-10T00:00:00Z",
+        event_count=3,
+        environment="production",
+        severity="error",
+        culprit="handle_request",
+        tags={"runtime": "python", "release": "1.2.3"},
+    )
+    base.update(kwargs)
+    return base
+
+
+class IncidentBridgeTest(unittest.TestCase):
+    def setUp(self) -> None:
+        self._tmp = tempfile.TemporaryDirectory()
+        self.db = ControlPlaneDB(os.path.join(self._tmp.name, "cp.sqlite3"))
+        self.mapping = _mapping()
+        self.created: list[dict] = []
+
+    def tearDown(self) -> None:
+        self._tmp.cleanup()
+
+    def _create_issue(self, title, body, labels, g_org, g_repo):
+        n = 9000 + len(self.created)
+        rec = {
+            "number": n,
+            "success": True,
+            "performed": True,
+            "title": title,
+            "body": body,
+            "labels": labels,
+            "org": g_org,
+            "repo": g_repo,
+        }
+        self.created.append(rec)
+        return rec
+
+    def test_redact_secrets(self) -> None:
+        dirty = "token=supersecret123 Authorization: Bearer abcdefghijklmnop"
+        clean = redact_text(dirty)
+        self.assertNotIn("supersecret", clean)
+        self.assertNotIn("abcdefghijklmnop", clean)
+        self.assertIn("[REDACTED]", clean)
+        tags = sanitize_tags(
+            {"token": "x", "runtime": "py", "password": "nope", "release": "1.0"}
+        )
+        self.assertEqual(tags, {"runtime": "py", "release": "1.0"})
+
+    def test_body_contains_no_secrets(self) -> None:
+        inc = normalize_incident(
+            _obs(
+                summary="fail password=hunter2 token: abc",
+                tags={"cookie": "sid=1", "runtime": "py"},
+            ),
+            self.mapping,
+        )
+        body = build_gitea_issue_body(inc)
+        self.assertNotIn("hunter2", body)
+        self.assertNotIn("sid=1", body)
+        self.assertIn("provider_issue_id", body)
+        self.assertIn("not** assignable", body.lower())
+
+    def test_preview_no_mutation(self) -> None:
+        res = reconcile_incident(
+            self.db,
+            observation=_obs(),
+            mapping=self.mapping,
+            apply=False,
+            create_issue_fn=self._create_issue,
+        )
+        self.assertTrue(res["success"])
+        self.assertEqual(res["outcome"], OUTCOME_PREVIEW)
+        self.assertFalse(res["gitea_mutated"])
+        self.assertFalse(res["db_mutated"])
+        self.assertFalse(res["raw_incident_assignable"])
+        self.assertEqual(len(self.created), 0)
+        self.assertIsNone(
+            self.db.get_incident_link_by_provider(
+                provider="sentry",
+                provider_issue_id="ISSUE-100",
+                provider_base_url="https://sentry.prgs.cc",
+                provider_org="prgs",
+                provider_project="gitea-tools-mcp",
+            )
+        )
+
+    def test_apply_creates_issue_and_link(self) -> None:
+        res = reconcile_incident(
+            self.db,
+            observation=_obs(),
+            mapping=self.mapping,
+            apply=True,
+            create_issue_fn=self._create_issue,
+        )
+        self.assertTrue(res["success"])
+        self.assertEqual(res["outcome"], OUTCOME_CREATED)
+        self.assertTrue(res["gitea_mutated"])
+        self.assertTrue(res["db_mutated"])
+        self.assertEqual(len(self.created), 1)
+        self.assertEqual(res["gitea_issue"]["number"], self.created[0]["number"])
+        link = self.db.get_incident_link_by_provider(
+            provider="sentry",
+            provider_issue_id="ISSUE-100",
+            provider_base_url="https://sentry.prgs.cc",
+            provider_org="prgs",
+            provider_project="gitea-tools-mcp",
+        )
+        self.assertIsNotNone(link)
+        self.assertEqual(int(link["gitea_issue_number"]), self.created[0]["number"])
+        self.assertEqual(res["allocator_visible_as"]["kind"], "issue")
+
+    def test_duplicate_observation_reuses_issue(self) -> None:
+        first = reconcile_incident(
+            self.db,
+            observation=_obs(),
+            mapping=self.mapping,
+            apply=True,
+            create_issue_fn=self._create_issue,
+        )
+        second = reconcile_incident(
+            self.db,
+            observation=_obs(event_count=9, last_seen="2026-07-11T00:00:00Z"),
+            mapping=self.mapping,
+            apply=True,
+            create_issue_fn=self._create_issue,
+        )
+        self.assertEqual(first["outcome"], OUTCOME_CREATED)
+        self.assertEqual(second["outcome"], OUTCOME_UPDATED)
+        self.assertEqual(len(self.created), 1)
+        self.assertEqual(
+            second["gitea_issue"]["number"], first["gitea_issue"]["number"]
+        )
+        link = self.db.get_incident_link_by_provider(
+            provider="sentry",
+            provider_issue_id="ISSUE-100",
+            provider_base_url="https://sentry.prgs.cc",
+            provider_org="prgs",
+            provider_project="gitea-tools-mcp",
+        )
+        self.assertEqual(int(link["event_count"]), 9)
+
+    def test_explicit_link_existing_issue(self) -> None:
+        res = reconcile_incident(
+            self.db,
+            observation=_obs(provider_issue_id="ISSUE-200"),
+            mapping=self.mapping,
+            apply=True,
+            force_gitea_issue_number=555,
+            create_issue_fn=self._create_issue,
+        )
+        self.assertEqual(res["outcome"], OUTCOME_LINKED)
+        self.assertEqual(len(self.created), 0)
+        self.assertEqual(res["gitea_issue"]["number"], 555)
+        link = self.db.get_incident_link_for_gitea_issue(
+            gitea_org="Scaled-Tech-Consulting",
+            gitea_repo="Gitea-Tools",
+            gitea_issue_number=555,
+        )
+        self.assertIsNotNone(link)
+
+    def test_fingerprint_conflict_fails_closed(self) -> None:
+        reconcile_incident(
+            self.db,
+            observation=_obs(fingerprint="fp-a"),
+            mapping=self.mapping,
+            apply=True,
+            create_issue_fn=self._create_issue,
+        )
+        res = reconcile_incident(
+            self.db,
+            observation=_obs(fingerprint="fp-b"),
+            mapping=self.mapping,
+            apply=True,
+            create_issue_fn=self._create_issue,
+        )
+        self.assertEqual(res["outcome"], OUTCOME_BLOCKED)
+        self.assertIn("fingerprint conflict", res["reasons"][0].lower())
+        self.assertEqual(len(self.created), 1)
+
+    def test_ambiguous_mapping_fails_closed(self) -> None:
+        maps = [
+            _mapping(name="a", monitor_project="gitea-tools-mcp"),
+            _mapping(name="b", monitor_project="gitea-tools-mcp"),
+        ]
+        res = reconcile_incident(
+            self.db,
+            observation=_obs(),
+            mappings=maps,
+            apply=False,
+        )
+        self.assertEqual(res["outcome"], OUTCOME_BLOCKED)
+        self.assertIn("ambiguous", res["reasons"][0].lower())
+
+    def test_missing_provider_issue_id_fails_closed(self) -> None:
+        res = reconcile_incident(
+            self.db,
+            observation=_obs(provider_issue_id=""),
+            mapping=self.mapping,
+            apply=False,
+        )
+        self.assertEqual(res["outcome"], OUTCOME_BLOCKED)
+
+    def test_raw_incident_not_work_kind(self) -> None:
+        self.assertNotIn("sentry_incident", WORK_KINDS)
+        with self.assertRaises(InvalidWorkKindError):
+            self.db.upsert_work_item(
+                remote="prgs",
+                org="o",
+                repo="r",
+                kind="sentry_incident",
+                number=1,
+            )
+        with self.assertRaises(Exception):
+            assert_not_raw_incident_work_item("glitchtip_incident")
+
+    def test_db_unavailable(self) -> None:
+        res = reconcile_incident(
+            None,
+            observation=_obs(),
+            mapping=self.mapping,
+            apply=True,
+            create_issue_fn=self._create_issue,
+        )
+        self.assertFalse(res["success"])
+        self.assertEqual(res["outcome"], OUTCOME_BLOCKED)
+
+    def test_structured_skip_reason_environment(self) -> None:
+        m = _mapping(environment_filters=("staging",))
+        res = reconcile_incident(
+            self.db,
+            observation=_obs(environment="production"),
+            mapping=m,
+            apply=True,
+            create_issue_fn=self._create_issue,
+        )
+        self.assertTrue(res["success"])
+        self.assertEqual(res["action"], "skip_environment_filter")
+        self.assertEqual(len(self.created), 0)
+
+    def test_load_mappings_json(self) -> None:
+        payload = json.dumps(
+            {
+                "projects": [
+                    {
+                        "name": "gt",
+                        "provider": "glitchtip",
+                        "monitor_base_url": "https://glitchtip.example",
+                        "monitor_org": "org",
+                        "monitor_project": "proj",
+                        "gitea_org": "Scaled-Tech-Consulting",
+                        "gitea_repo": "Gitea-Tools",
+                    }
+                ]
+            }
+        )
+        maps = load_project_mappings(mappings_json=payload)
+        self.assertEqual(len(maps), 1)
+        self.assertEqual(maps[0].provider, "glitchtip")
+
+    def test_glitchtip_provider_accepted(self) -> None:
+        m = _mapping(provider="glitchtip", monitor_base_url="https://glitchtip.example")
+        res = reconcile_incident(
+            self.db,
+            observation=_obs(
+                provider="glitchtip",
+                provider_base_url="https://glitchtip.example",
+            ),
+            mapping=m,
+            apply=True,
+            create_issue_fn=self._create_issue,
+        )
+        self.assertEqual(res["outcome"], OUTCOME_CREATED)
+        self.assertEqual(res["incident"]["provider"], "glitchtip")
+
+    def test_allocator_only_sees_issue_kind(self) -> None:
+        res = reconcile_incident(
+            self.db,
+            observation=_obs(),
+            mapping=self.mapping,
+            apply=True,
+            create_issue_fn=self._create_issue,
+        )
+        vis = res["allocator_visible_as"]
+        self.assertEqual(vis["kind"], "issue")
+        self.assertIn(vis["kind"], WORK_KINDS)
+        self.assertFalse(res["raw_incident_assignable"])
+
+
+if __name__ == "__main__":
+    unittest.main()

tests/test_issue_lock_store.py

@@ -103,20 +103,40 @@ class TestIssueLockStore(unittest.TestCase):
         self.assertIn("live foreign issue lock", block or "")
 
     def test_expired_lease_allows_takeover_with_conflict_check(self):
+        # #601: expired + dead pid / missing worktree → sanctioned reclaim (no block).
         existing = _lock_record(
             branch_name="feat/issue-420-other",
-            worktree_path="/tmp/other",
+            worktree_path="/tmp/other-does-not-exist-420",
+            session_pid=1,
             work_lease=_lease("2000-01-01T00:00:00Z"),
         )
         incoming = _lock_record(worktree_path="/tmp/mine")
         self.assertIsNone(ils.assess_foreign_lock_overwrite(existing, incoming))
-        block = ils.assess_same_issue_lease_conflict(
-            existing,
-            issue_number=420,
-            branch_name="feat/issue-420-server-code-parity",
-            worktree_path="/tmp/mine",
+        with mock.patch.object(ils, "is_process_alive", return_value=False):
+            block = ils.assess_same_issue_lease_conflict(
+                existing,
+                issue_number=420,
+                branch_name="feat/issue-420-server-code-parity",
+                worktree_path="/tmp/mine",
+            )
+        self.assertIsNone(block)
+
+        # Expired but still-live owner pid AND present worktree → fail closed.
+        present_wt = self.lock_dir  # exists
+        sticky = _lock_record(
+            branch_name="feat/issue-420-other",
+            worktree_path=present_wt,
+            session_pid=os.getpid(),
+            work_lease=_lease("2000-01-01T00:00:00Z"),
         )
-        self.assertIn("Recovery review is required", block or "")
+        with mock.patch.object(ils, "is_process_alive", return_value=True):
+            blocked = ils.assess_same_issue_lease_conflict(
+                sticky,
+                issue_number=420,
+                branch_name="feat/issue-420-server-code-parity",
+                worktree_path="/tmp/mine",
+            )
+        self.assertIn("Recovery review is required", blocked or "")
 
     def test_same_owner_lease_conflict_allows_refresh(self):
         worktree = "/tmp/wt-420"

tests/test_lease_lifecycle.py

@@ -0,0 +1,392 @@
+"""Tests for first-class control-plane lease lifecycle (#601)."""
+
+from __future__ import annotations
+
+import os
+import tempfile
+import unittest
+from datetime import timedelta
+from unittest import mock
+
+from allocator_service import allocate_next_work, WorkCandidate
+from control_plane_db import ControlPlaneDB, ForeignLeaseError, _ts, _utc_now
+import lease_lifecycle as ll
+import merger_lease_adoption as mla
+import reviewer_pr_lease as rpl
+from datetime import datetime, timezone
+
+
+class LeaseLifecycleTest(unittest.TestCase):
+    def setUp(self) -> None:
+        self._tmp = tempfile.TemporaryDirectory()
+        self.db_path = os.path.join(self._tmp.name, "cp.sqlite3")
+        self.db = ControlPlaneDB(self.db_path)
+        self.db.upsert_session(session_id="owner", role="author", profile="prgs-author", pid=111)
+        self.db.upsert_session(session_id="other", role="author", profile="prgs-author", pid=222)
+
+    def tearDown(self) -> None:
+        self._tmp.cleanup()
+
+    def _assign(self, session_id="owner", number=601, **kwargs):
+        return self.db.assign_and_lease(
+            session_id=session_id,
+            role="author",
+            remote="prgs",
+            org="Scaled-Tech-Consulting",
+            repo="Gitea-Tools",
+            kind="issue",
+            number=number,
+            allowed_actions=("implement", "comment", "push", "create_pr"),
+            forbidden_actions=("approve", "merge", "self_select_without_assignment"),
+            worktree_path=kwargs.pop("worktree_path", self._tmp.name),
+            owner_pid=kwargs.pop("owner_pid", os.getpid()),
+            **kwargs,
+        )
+
+    def test_list_active_leases_as_workflow_state(self) -> None:
+        a = self._assign(number=601)
+        self._assign(session_id="other", number=602)
+        listed = ll.list_active_leases(
+            self.db, remote="prgs", org="Scaled-Tech-Consulting", repo="Gitea-Tools"
+        )
+        self.assertTrue(listed["success"])
+        self.assertEqual(listed["count"], 2)
+        self.assertEqual(listed["authoritative_source"], "control_plane_db")
+        self.assertFalse(listed["file_lock_only"])
+        self.assertFalse(listed["comment_lease_only"])
+        numbers = sorted(x["work_number"] for x in listed["leases"])
+        self.assertEqual(numbers, [601, 602])
+        self.assertIsNotNone(a.lease_id)
+
+    def test_adopt_lease_owner_resume_preserves_provenance(self) -> None:
+        a = self._assign()
+        res = ll.adopt_lease(
+            self.db,
+            lease_id=a.lease_id,
+            adopter_session_id="owner",
+            role="author",
+            worktree_path=self._tmp.name,
+        )
+        self.assertTrue(res["success"])
+        self.assertTrue(res["same_owner"])
+        prov = res["provenance"]
+        self.assertEqual(prov["adopted_from_session_id"], "owner")
+        self.assertEqual(prov["adopted_by_session_id"], "owner")
+        self.assertEqual(prov["work_number"], 601)
+        self.assertEqual(prov["worktree_path"], self._tmp.name)
+        state = self.db.get_lease_workflow_state(a.lease_id)
+        self.assertIsNotNone(state)
+        self.assertEqual(state["lease"]["status"], "active")
+
+    def test_release_lease_explicit_recorded(self) -> None:
+        a = self._assign()
+        res = ll.release_lease(self.db, lease_id=a.lease_id, session_id="owner")
+        self.assertEqual(res["outcome"], "released")
+        self.assertIn("release_proof", res)
+        self.assertEqual(res["release_proof"]["status"], "released")
+        state = self.db.get_lease_workflow_state(a.lease_id)
+        self.assertEqual(state["lease"]["status"], "released")
+
+    def test_expire_and_reclaim_expired_lease(self) -> None:
+        a = self._assign(lease_ttl_seconds=1)
+        past = _utc_now() - timedelta(hours=2)
+        import sqlite3
+
+        conn = sqlite3.connect(self.db_path)
+        try:
+            conn.execute(
+                "UPDATE leases SET expires_at = ? WHERE lease_id = ?",
+                (_ts(past), a.lease_id),
+            )
+            conn.commit()
+        finally:
+            conn.close()
+        exp = ll.expire_leases(self.db)
+        self.assertGreaterEqual(exp["expired_count"], 1)
+        reclaimed = ll.reclaim_expired_lease(
+            self.db,
+            lease_id=a.lease_id,
+            session_id="other",
+            role="author",
+            worktree_path=self._tmp.name,
+        )
+        self.assertEqual(reclaimed["outcome"], "reclaimed")
+        self.assertEqual(reclaimed["assignment"]["session_id"], "other")
+        self.assertEqual(
+            reclaimed["provenance"]["adopted_from_session_id"], "owner"
+        )
+        self.assertEqual(
+            reclaimed["provenance"]["adopted_by_session_id"], "other"
+        )
+
+    def test_abandon_stale_lease_with_required_proof(self) -> None:
+        a = self._assign(owner_pid=99999999, worktree_path="/nonexistent/path/for-601")
+        # Force active but dead pid + missing worktree
+        proof = ll.AbandonProof(
+            dead_process=True,
+            missing_worktree=True,
+            no_open_pr=True,
+            no_live_mutation_risk=True,
+            owner_pid=99999999,
+            worktree_path="/nonexistent/path/for-601",
+        )
+        res = ll.abandon_lease(
+            self.db,
+            lease_id=a.lease_id,
+            requester_session_id="other",
+            proof=proof,
+        )
+        self.assertEqual(res["outcome"], "abandoned")
+        self.assertEqual(res["prior_owner_session_id"], "owner")
+        self.assertTrue(res["abandon_proof"]["dead_process"])
+        state = self.db.get_lease_workflow_state(a.lease_id)
+        self.assertEqual(state["lease"]["status"], "abandoned")
+
+    def test_refuse_steal_active_foreign_lease(self) -> None:
+        a = self._assign()
+        with self.assertRaises(ll.LeaseLifecycleError) as ctx:
+            ll.adopt_lease(
+                self.db,
+                lease_id=a.lease_id,
+                adopter_session_id="other",
+                role="author",
+            )
+        self.assertIn("steal", str(ctx.exception).lower())
+        decision = ll.inspect_lease(
+            self.db, a.lease_id, caller_session_id="other"
+        )
+        self.assertEqual(decision["safe_next_action"], ll.SAFE_WAIT_FOREIGN)
+        self.assertTrue(decision["block"])
+
+    def test_refuse_ambiguous_lease_ownership_stale_id(self) -> None:
+        decision = ll.inspect_lease(
+            self.db, "lease-does-not-exist", caller_session_id="owner"
+        )
+        self.assertFalse(decision["found"])
+        self.assertEqual(decision["safe_next_action"], ll.SAFE_STALE_PROMPT)
+        with self.assertRaises(ll.LeaseLifecycleError):
+            ll.adopt_lease(
+                self.db,
+                lease_id="lease-does-not-exist",
+                adopter_session_id="owner",
+                role="author",
+            )
+
+    def test_provenance_on_adopt_release_abandon(self) -> None:
+        a = self._assign()
+        adopted = ll.adopt_lease(
+            self.db,
+            lease_id=a.lease_id,
+            adopter_session_id="owner",
+            role="author",
+            worktree_path=self._tmp.name,
+            expected_head_sha="abc",
+        )
+        self.assertIn("adopted_from_session_id", adopted["provenance"])
+        self.assertIn("adopted_by_session_id", adopted["provenance"])
+        released = ll.release_lease(
+            self.db, lease_id=a.lease_id, session_id="owner"
+        )
+        self.assertEqual(released["release_proof"]["session_id"], "owner")
+
+        b = self._assign(number=700, owner_pid=1, worktree_path="/no/such/wt")
+        abandoned = ll.abandon_lease(
+            self.db,
+            lease_id=b.lease_id,
+            requester_session_id="owner",
+            proof=ll.AbandonProof(
+                dead_process=True,
+                missing_worktree=True,
+                no_live_mutation_risk=True,
+                no_open_pr=True,
+            ),
+        )
+        self.assertIn("abandon_proof", abandoned)
+        self.assertEqual(abandoned["abandon_proof"]["dead_process"], True)
+
+    def test_allocator_assignment_lease_compatible(self) -> None:
+        """Allocator assign+lease still works and is listable/inspectable."""
+        cands = [
+            WorkCandidate(
+                kind="issue",
+                number=601,
+                labels=("status:ready",),
+                title="leases",
+                priority=20,
+            )
+        ]
+        res = allocate_next_work(
+            self.db,
+            session_id="alloc-s",
+            role="author",
+            remote="prgs",
+            org="Scaled-Tech-Consulting",
+            repo="Gitea-Tools",
+            candidates=cands,
+            apply=True,
+            profile_name="prgs-author",
+            username="jcwalker3",
+        )
+        self.assertEqual(res["outcome"], "assigned_work")
+        lid = res["assignment"]["lease_id"]
+        listed = ll.list_active_leases(self.db, remote="prgs")
+        ids = [x["lease_id"] for x in listed["leases"]]
+        self.assertIn(lid, ids)
+        insp = ll.inspect_lease(self.db, lid, caller_session_id="alloc-s")
+        self.assertTrue(insp["found"])
+        self.assertIn(
+            insp["safe_next_action"],
+            (ll.SAFE_OWNER_RESUME, ll.SAFE_ABANDON_ALLOWED),
+        )
+
+    def test_reviewer_merger_lease_handoff_still_works(self) -> None:
+        """#536 merger adoption path is independent and must not regress."""
+        rpl.clear_session_lease()
+        body = mla.format_adoption_body(
+            repo="Scaled-Tech-Consulting/Gitea-Tools",
+            pr_number=999,
+            issue_number=601,
+            adopter_identity="sysadmin",
+            adopter_profile="prgs-merger",
+            adopter_session_id="merger-1",
+            worktree="branches/merge-pr999",
+            candidate_head="a" * 40,
+            target_branch="master",
+            target_branch_sha="b" * 40,
+            adopted_from_session_id="reviewer-1",
+            adopted_from_profile="prgs-reviewer",
+            adopted_from_reviewer_identity="sysadmin",
+            adopted_from_comment_id=42,
+        )
+        self.assertIn(mla.ADOPTION_MARKER, body)
+        self.assertIn("adopted_from_session_id: reviewer-1", body)
+        self.assertIn("adopted_by_profile: prgs-merger", body)
+        prov = mla.build_lease_provenance(
+            source=mla.SOURCE_ADOPT,
+            comment_id=42,
+            adopted_from_session_id="reviewer-1",
+            adoption_reason=mla.DEFAULT_ADOPTION_REASON,
+        )
+        rpl.record_session_lease(
+            {
+                "pr_number": 999,
+                "session_id": "merger-1",
+                "comment_id": 42,
+            },
+            lease_provenance=prov,
+        )
+        proof = mla.describe_session_lease_proof(rpl.get_session_lease())
+        self.assertTrue(proof["lease_proof_sanctioned"])
+        self.assertEqual(proof["lease_proof_source"], mla.SOURCE_ADOPT)
+        rpl.clear_session_lease()
+
+    def test_missing_worktree_and_dead_pid_handled_safely(self) -> None:
+        a = self._assign(owner_pid=1, worktree_path="/definitely/missing/wt-601")
+        with mock.patch.object(ll, "is_process_alive", return_value=False):
+            fr = ll.classify_lease_freshness(
+                self.db.get_lease_workflow_state(a.lease_id)["lease"]
+            )
+        self.assertIn(fr["freshness"], ("stale_dead_process", "stale_missing_worktree"))
+        # Insufficient abandon proof fails closed
+        with self.assertRaises(ll.LeaseLifecycleError):
+            ll.abandon_lease(
+                self.db,
+                lease_id=a.lease_id,
+                requester_session_id="other",
+                proof=ll.AbandonProof(dead_process=True),  # missing no_live_mutation_risk
+            )
+
+    def test_file_lock_or_comment_not_authoritative_alone(self) -> None:
+        report = ll.non_db_lease_authority_report(
+            file_lock_present=True,
+            comment_lease_present=False,
+            db_lease_present=False,
+        )
+        self.assertEqual(report["safe_next_action"], ll.SAFE_NO_AUTHORITY)
+        self.assertTrue(report["file_lock_only"])
+        self.assertIsNone(report["authoritative_source"])
+        report2 = ll.non_db_lease_authority_report(
+            file_lock_present=True,
+            comment_lease_present=True,
+            db_lease_present=True,
+        )
+        self.assertEqual(report2["authoritative_source"], "control_plane_db")
+        self.assertFalse(report2["file_lock_only"])
+        self.assertFalse(report2["comment_lease_only"])
+
+    def test_abandon_proof_is_sufficient_rules(self) -> None:
+        self.assertFalse(ll.AbandonProof(dead_process=True).is_sufficient())
+        self.assertTrue(
+            ll.AbandonProof(
+                dead_process=True,
+                missing_worktree=True,
+                no_live_mutation_risk=True,
+                no_open_pr=True,
+            ).is_sufficient()
+        )
+        self.assertTrue(
+            ll.AbandonProof(
+                dead_process=True,
+                no_live_mutation_risk=True,
+                same_owner=True,
+            ).is_sufficient()
+        )
+        self.assertTrue(
+            ll.AbandonProof(
+                missing_worktree=True,
+                no_live_mutation_risk=True,
+                operator_authorized=True,
+            ).is_sufficient()
+        )
+
+
+class IssueLockExpiredReclaimTest(unittest.TestCase):
+    def test_expired_lock_reclaim_allowed_when_dead_and_missing_wt(self) -> None:
+        import issue_lock_store as ils
+
+        lock = {
+            "issue_number": 601,
+            "branch_name": "feat/issue-601-x",
+            "worktree_path": "/no/such/worktree-601",
+            "session_pid": 1,
+            "work_lease": {
+                "operation_type": "author_issue_work",
+                "expires_at": "2000-01-01T00:00:00Z",
+            },
+        }
+        with mock.patch.object(ils, "is_process_alive", return_value=False):
+            res = ils.assess_expired_lock_reclaim(lock)
+        self.assertTrue(res["reclaim_allowed"])
+        # Conflict assessor allows takeover
+        block = ils.assess_same_issue_lease_conflict(
+            lock,
+            issue_number=601,
+            branch_name="feat/issue-601-first-class-leases",
+            worktree_path="/tmp/new",
+        )
+        self.assertIsNone(block)
+
+    def test_live_lock_reclaim_refused(self) -> None:
+        import issue_lock_store as ils
+        from datetime import datetime, timedelta, timezone
+
+        future = (datetime.now(timezone.utc) + timedelta(hours=2)).strftime(
+            "%Y-%m-%dT%H:%M:%SZ"
+        )
+        lock = {
+            "issue_number": 601,
+            "branch_name": "feat/issue-601-x",
+            "worktree_path": tempfile.gettempdir(),
+            "session_pid": os.getpid(),
+            "work_lease": {
+                "operation_type": "author_issue_work",
+                "expires_at": future,
+                "last_heartbeat_at": future,
+            },
+        }
+        res = ils.assess_expired_lock_reclaim(lock)
+        self.assertFalse(res["reclaim_allowed"])
+
+
+if __name__ == "__main__":
+    unittest.main()

tests/test_mcp_server.py

@@ -5,6 +5,7 @@ the MCP protocol) with mocked API responses.
 """
 import json
 import os
+import shutil
 import sys
 import tempfile
 import unittest
@@ -3811,7 +3812,15 @@ class TestIssueLocking(unittest.TestCase):
     @patch("mcp_server.api_get_all", return_value=[])
     @patch("mcp_server.get_auth_header", return_value=FAKE_AUTH)
     def test_lock_issue_blocks_expired_same_operation_lease_for_recovery(self, _auth, _api, _git_state):
+        """#601: expired lease still blocks takeover when owner pid is live AND worktree exists.
+
+        Dead-pid / missing-worktree reclaim is covered by issue_lock_store unit tests.
+        This MCP path must remain fail-closed for sticky expired foreign ownership.
+        """
         prgs_repo = mcp_server.REMOTES["prgs"]["repo"]
+        # Present worktree + live pid => reclaim_allowed=False even though expires_at is past.
+        sticky_worktree = tempfile.mkdtemp(prefix="gitea-sticky-lease-")
+        self.addCleanup(lambda: shutil.rmtree(sticky_worktree, ignore_errors=True))
         issue_lock_store.save_lock_file(
             issue_lock_store.lock_file_path(
                 remote="prgs",
@@ -3825,15 +3834,22 @@ class TestIssueLocking(unittest.TestCase):
                 "remote": "prgs",
                 "org": "Scaled-Tech-Consulting",
                 "repo": prgs_repo,
-                "worktree_path": "/tmp/other-worktree",
+                "worktree_path": sticky_worktree,
+                "session_pid": os.getpid(),
+                "pid": os.getpid(),
                 "work_lease": {
                     "operation_type": "author_issue_work",
                     "expires_at": "2000-01-01T00:00:00Z",
                 },
             },
         )
-        with self.assertRaises(RuntimeError) as ctx:
-            gitea_lock_issue(issue_number=196, branch_name="feat/issue-196-mutations", remote="prgs")
+        with patch.object(issue_lock_store, "is_process_alive", return_value=True):
+            with self.assertRaises(RuntimeError) as ctx:
+                gitea_lock_issue(
+                    issue_number=196,
+                    branch_name="feat/issue-196-mutations",
+                    remote="prgs",
+                )
         self.assertIn("Recovery review is required before takeover", str(ctx.exception))
 
     @patch("mcp_server.api_get_all", return_value=[])