Merge branch 'master' into fix/issue-790-slice-a-heartbeat-policy

Add controller-owned cross_role allocation mode that inspects the full
queue and returns one selection with required role/profile/action and
lease evidence. Document process_work_queue routing, normalize
controller role metadata, and keep the dashboard explanatory only.

Co-Authored-By: Claude Opus 4.8 (1M context) <[email protected]>

allocator_service.py

@@ -78,6 +78,33 @@ VALID_ROLES = frozenset(
     {ROLE_AUTHOR, ROLE_REVIEWER, ROLE_MERGER, ROLE_RECONCILER, ROLE_CONTROLLER}
 )
 
+# Allocation modes (#840).
+# role_scoped: only candidates whose expected role matches the caller role.
+# cross_role:  controller-owned generic queue selection — inspect full queue,
+# rank/eligibility canonically, return one selection naming the required
+# downstream role/profile. Controller routes; it does not perform mutations.
+ALLOCATION_MODE_ROLE_SCOPED = "role_scoped"
+ALLOCATION_MODE_CROSS_ROLE = "cross_role"
+VALID_ALLOCATION_MODES = frozenset(
+    {ALLOCATION_MODE_ROLE_SCOPED, ALLOCATION_MODE_CROSS_ROLE}
+)
+
+# Default execution-profile / MCP-namespace names for each role.
+DEFAULT_ROLE_PROFILES: dict[str, str] = {
+    ROLE_AUTHOR: "prgs-author",
+    ROLE_REVIEWER: "prgs-reviewer",
+    ROLE_MERGER: "prgs-merger",
+    ROLE_RECONCILER: "prgs-reconciler",
+    ROLE_CONTROLLER: "prgs-controller",
+}
+DEFAULT_ROLE_NAMESPACES: dict[str, str] = {
+    ROLE_AUTHOR: "gitea-author",
+    ROLE_REVIEWER: "gitea-reviewer",
+    ROLE_MERGER: "gitea-merger",
+    ROLE_RECONCILER: "gitea-reconciler",
+    ROLE_CONTROLLER: "gitea-controller",
+}
+
 # Default action matrices by role (mutation gate will re-check).
 ROLE_ACTIONS: dict[str, tuple[tuple[str, ...], tuple[str, ...]]] = {
     ROLE_AUTHOR: (
@@ -259,6 +286,126 @@ def normalize_role(role: str | None, *, profile_name: str | None = None) -> str:
     )
 
 
+def resolve_allocation_mode(
+    role: str,
+    allocation_mode: str | None = None,
+) -> str:
+    """Resolve allocation mode; controller defaults to cross_role (#840)."""
+    raw = (allocation_mode or "").strip().lower()
+    if raw:
+        if raw not in VALID_ALLOCATION_MODES:
+            raise ControlPlaneError(
+                f"unknown allocation_mode {allocation_mode!r}; expected one of "
+                f"{sorted(VALID_ALLOCATION_MODES)}"
+            )
+        return raw
+    if role == ROLE_CONTROLLER:
+        return ALLOCATION_MODE_CROSS_ROLE
+    return ALLOCATION_MODE_ROLE_SCOPED
+
+
+def required_profile_for_role(
+    role: str,
+    *,
+    profile_name: str | None = None,
+) -> str:
+    """Map a required role to the canonical execution profile name."""
+    role_norm = (role or "").strip().lower()
+    # Preserve remote/env prefix from the active profile when present
+    # (e.g. dadeschools-author → dadeschools-reviewer).
+    active = (profile_name or "").strip()
+    if active:
+        lower = active.lower()
+        for token in ("author", "reviewer", "merger", "reconciler", "controller"):
+            if lower.endswith(f"-{token}") or lower == token:
+                prefix = active[: -len(token)].rstrip("-")
+                if prefix:
+                    return f"{prefix}-{role_norm}"
+                return role_norm
+    return DEFAULT_ROLE_PROFILES.get(role_norm, f"prgs-{role_norm}")
+
+
+def required_namespace_for_role(
+    role: str,
+    *,
+    profile_name: str | None = None,
+) -> str:
+    """Map a required role to the canonical MCP namespace name."""
+    role_norm = (role or "").strip().lower()
+    profile = required_profile_for_role(role_norm, profile_name=profile_name)
+    # Namespace is typically gitea-<role>; keep stable mapping when profile is
+    # non-prgs (still gitea-<role> for isolation).
+    return DEFAULT_ROLE_NAMESPACES.get(role_norm, f"gitea-{role_norm}")
+
+
+def selected_action_for_candidate(c: WorkCandidate, required_role: str) -> str:
+    """Canonical next action for the selected work under *required_role*."""
+    role = (required_role or "").strip().lower()
+    if role == ROLE_AUTHOR:
+        if c.kind == "pr" and c.request_changes_current_head:
+            return "address_pr_change_requests"
+        if c.kind == "pr":
+            return "update_pr"
+        return "implement"
+    if role == ROLE_REVIEWER:
+        if c.approval_stale:
+            return "re_review"
+        return "review"
+    if role == ROLE_MERGER:
+        return "merge"
+    if role == ROLE_RECONCILER:
+        if c.approval_contaminated:
+            return "reconcile_contaminated_approval"
+        return "reconcile"
+    if role == ROLE_CONTROLLER:
+        return "diagnose"
+    return "process"
+
+
+def build_selection_dict(
+    selected: WorkCandidate,
+    *,
+    active_role: str,
+    required_role: str,
+    profile_name: str | None = None,
+    allocation_mode: str,
+) -> dict[str, Any]:
+    """Authoritative single selection payload for allocator results (#840)."""
+    action = selected_action_for_candidate(selected, required_role)
+    req_profile = required_profile_for_role(
+        required_role, profile_name=profile_name
+    )
+    req_ns = required_namespace_for_role(
+        required_role, profile_name=profile_name
+    )
+    return {
+        "kind": selected.kind,
+        "number": selected.number,
+        "title": selected.title,
+        "labels": list(selected.labels),
+        "head_sha": selected.head_sha,
+        "priority": selected.priority,
+        "expected_role_next": required_role,
+        "required_role": required_role,
+        "selected_action": action,
+        "action": action,
+        "required_profile": req_profile,
+        "required_namespace": req_ns,
+        "pinned": {
+            "kind": selected.kind,
+            "number": selected.number,
+            "head_sha": selected.head_sha,
+            "issue_number": selected.number if selected.kind == "issue" else None,
+            "pr_number": selected.number if selected.kind == "pr" else None,
+        },
+        "reason_selected": (
+            f"highest-priority eligible candidate under allocation_mode="
+            f"'{allocation_mode}' (active_role={active_role}, "
+            f"required_role={required_role}, action={action})"
+        ),
+    }
+
+
 def expected_role_for_candidate(c: WorkCandidate) -> str:
     """ADR §5.3 routing: which role should take this work next."""
     if c.kind == "pr":
@@ -289,6 +436,7 @@ def classify_skip(
     role: str,
     terminal_pr: int | None,
     claim_ownership: str | None = None,
+    allocation_mode: str | None = None,
 ) -> str | None:
     """Return skip reason, or None if candidate is selectable for *role*.
 
@@ -297,7 +445,12 @@ def classify_skip(
     and unknown claims are excluded so one session's in-progress task can never
     blockade the queue for a different controller; ``own`` stays selectable so
     a controller can resume its own work.
+
+    *allocation_mode* (#840): ``cross_role`` (controller default) ranks the full
+    queue and selects the highest-priority eligible item for any downstream
+    role. ``role_scoped`` retains prior role-match filtering.
     """
+    mode = resolve_allocation_mode(role, allocation_mode)
     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:
@@ -322,34 +475,58 @@ def classify_skip(
     if c.kind == "pr" and not (c.head_sha or "").strip():
         return f"pr#{c.number} missing head_sha pin"
 
+    expected = expected_role_for_candidate(c)
+
     # Terminal path first: when an active terminal PR exists, only that PR
-    # (or controller diagnosis) is assignable for review-path roles.
+    # is assignable for review-path roles (or for work whose expected role is
+    # review/merge under cross_role selection).
     if terminal_pr is not None and c.kind == "pr" and c.number != terminal_pr:
-        if role in (ROLE_REVIEWER, ROLE_MERGER):
+        terminal_roles = (ROLE_REVIEWER, ROLE_MERGER)
+        if mode == ALLOCATION_MODE_CROSS_ROLE:
+            if expected in terminal_roles:
+                return (
+                    f"pr#{c.number} skipped: active terminal-review lock on "
+                    f"PR #{terminal_pr} must be resolved first"
+                )
+        elif role in terminal_roles:
             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 mode == ALLOCATION_MODE_CROSS_ROLE:
-    if role == ROLE_CONTROLLER:
+        # Cross-role controller selection: eligibility only — no active-role
-        # Controller may inspect anything but only assigns diagnosis targets
+        # match filter. The selection payload names required_role.
-        # when contaminated / blocked.
+        pass
+    elif role == ROLE_CONTROLLER:
+        # Legacy diagnosis-only controller path (role_scoped): only reconciler-
+        # needed targets. Prefer cross_role for generic queue allocation.
         if expected == ROLE_RECONCILER or c.blocked:
             return None
-        return f"{c.kind}#{c.number} does not require controller (expected {expected})"
+        return (
-
+            f"{c.kind}#{c.number} does not require controller "
-    if role != expected:
+            f"(expected {expected})"
+        )
+    elif 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.
+    # Applies for author-bound work in both modes (cross_role only gates
+    # author-expected issues so reconciler/reviewer PRs stay selectable).
     if c.kind == "issue" and c.labels:
-        if "status:ready" not in c.labels and "status:in-progress" not in c.labels:
+        gate_role = expected if mode == ALLOCATION_MODE_CROSS_ROLE else role
-            # Allow unlabeled open issues; only skip explicit non-ready states.
+        if gate_role in (ROLE_AUTHOR, ROLE_CONTROLLER):
+            if (
+                "status:ready" not in c.labels
+                and "status:in-progress" not in c.labels
+            ):
                 if any(l.startswith("status:") for l in c.labels):
-                return f"issue#{c.number} not status:ready ({','.join(c.labels)})"
+                    return (
+                        f"issue#{c.number} not status:ready "
+                        f"({','.join(c.labels)})"
+                    )
     return None
 
 
@@ -501,12 +678,19 @@ def allocate_next_work(
     claims: Mapping[tuple[str, int], dict[str, Any]] | None = None,
     exclude_issue_numbers: Sequence[int] | None = None,
     expected_candidate_set_fingerprint: str | None = None,
+    allocation_mode: str | 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.
 
+    *allocation_mode* (#840): ``cross_role`` (default for controller) inspects
+    the complete queue and returns one authoritative selection naming the
+    required downstream role/profile/action. ``role_scoped`` keeps prior
+    per-role filtering. Controller routes only — never grants author/reviewer/
+    merger/reconciler mutation rights to the controller session.
+
     *exclude_issue_numbers* (#776): numbers removed before ranking. Omitted /
     empty preserves prior behavior.
 
@@ -541,6 +725,19 @@ def allocate_next_work(
             "substrate": "control_plane_db",
         }
 
+    try:
+        mode = resolve_allocation_mode(role_norm, allocation_mode)
+    except ControlPlaneError as exc:
+        return {
+            "success": False,
+            "outcome": OUTCOME_ROLE_INELIGIBLE,
+            "reasons": [str(exc)],
+            "skipped": [],
+            "assignment": None,
+            "substrate": "control_plane_db",
+            "allocation_mode": (allocation_mode or "").strip() or None,
+        }
+
     session_id = (session_id or "").strip() or f"alloc-{uuid.uuid4().hex[:12]}"
     try:
         db.upsert_session(
@@ -748,6 +945,7 @@ def allocate_next_work(
             role=role_norm,
             terminal_pr=terminal_pr,
             claim_ownership=ownership,
+            allocation_mode=mode,
         )
         if reason:
             is_claim_skip = SKIP_CLAIMED_BY_OTHER_SESSION in reason
@@ -828,6 +1026,10 @@ def allocate_next_work(
             "outcome": outcome,
             "apply": bool(apply),
             "role": role_norm,
+            "allocation_mode": mode,
+            "routing_role": role_norm,
+            "required_role": None,
+            "selected_action": None,
             "profile_name": profile_name,
             "username": username,
             "session_id": session_id,
@@ -840,6 +1042,12 @@ def allocate_next_work(
             "skipped": [s.as_dict() for s in skipped],
             "terminal_pr": terminal_pr,
             "assignment": None,
+            "allocation_evidence": {
+                "mode": "empty",
+                "allocation_mode": mode,
+                "lease_created": False,
+                "selection_policy": SELECTION_POLICY,
+            },
             "substrate": "control_plane_db",
             "file_lock_only": False,
             "comment_lease_only": False,
@@ -852,25 +1060,37 @@ def allocate_next_work(
             "owner_session_id": owner_session_id,
             "downstream_note": (
                 "#612 incident bridge remains downstream of #600; "
-                "allocator never assigns raw monitoring incidents"
+                "allocator never assigns raw monitoring incidents; "
+                "controller routes only under cross_role (#840)"
             ),
         }
 
     expected_role = expected_role_for_candidate(selected)
-    allowed, forbidden = role_actions(role_norm)
+    # Cross-role: lease/action matrix follows the required downstream role so
-    selection = {
+    # evidence names the worker that must act. Controller session still owns
-        "kind": selected.kind,
+    # the routing decision; mutation isolation is enforced by role gates on
-        "number": selected.number,
+    # mutation tools (controller profile lacks author/review/merge ops).
-        "title": selected.title,
+    lease_role = (
-        "labels": list(selected.labels),
+        expected_role if mode == ALLOCATION_MODE_CROSS_ROLE else role_norm
-        "head_sha": selected.head_sha,
+    )
-        "priority": selected.priority,
+    allowed, forbidden = role_actions(lease_role)
-        "expected_role_next": expected_role,
+    # Controller must never receive mutation-class rights via cross-role apply.
-        "reason_selected": (
+    if role_norm == ROLE_CONTROLLER:
-            f"highest-priority candidate for role '{role_norm}' "
+        ctrl_allowed, ctrl_forbidden = role_actions(ROLE_CONTROLLER)
-            f"(expected_role={expected_role})"
+        # Keep controller session capability evidence separate from lease_role.
-        ),
+        controller_allowed_actions = ctrl_allowed
-    }
+        controller_forbidden_actions = ctrl_forbidden
+    else:
+        controller_allowed_actions = allowed
+        controller_forbidden_actions = forbidden
+
+    selection = build_selection_dict(
+        selected,
+        active_role=role_norm,
+        required_role=expected_role,
+        profile_name=profile_name,
+        allocation_mode=mode,
+    )
 
     if not apply:
         return {
@@ -878,6 +1098,12 @@ def allocate_next_work(
             "outcome": OUTCOME_PREVIEW,
             "apply": False,
             "role": role_norm,
+            "allocation_mode": mode,
+            "routing_role": role_norm,
+            "required_role": expected_role,
+            "selected_action": selection["selected_action"],
+            "required_profile": selection["required_profile"],
+            "required_namespace": selection["required_namespace"],
             "profile_name": profile_name,
             "username": username,
             "session_id": session_id,
@@ -893,6 +1119,12 @@ def allocate_next_work(
             "skipped": [s.as_dict() for s in skipped],
             "terminal_pr": terminal_pr,
             "assignment": None,
+            "allocation_evidence": {
+                "mode": "preview",
+                "allocation_mode": mode,
+                "lease_created": False,
+                "selection_policy": SELECTION_POLICY,
+            },
             "substrate": "control_plane_db",
             "file_lock_only": False,
             "comment_lease_only": False,
@@ -902,9 +1134,12 @@ def allocate_next_work(
             "controller_excluded": list(controller_excluded),
             "exclude_issue_numbers": list(exclude_nums),
             "candidate_set_fingerprint": cas_fp,
+            "controller_allowed_actions": list(controller_allowed_actions),
+            "controller_forbidden_actions": list(controller_forbidden_actions),
             "downstream_note": (
                 "#612 incident bridge remains downstream of #600; "
-                "allocator never assigns raw monitoring incidents"
+                "allocator never assigns raw monitoring incidents; "
+                "controller routes only under cross_role (#840)"
             ),
         }
 
@@ -913,7 +1148,7 @@ def allocate_next_work(
     try:
         kwargs: dict[str, Any] = {
             "session_id": session_id,
-            "role": role_norm,
+            "role": lease_role,
             "remote": remote,
             "org": org,
             "repo": repo,
@@ -992,11 +1227,27 @@ def allocate_next_work(
         }
 
     # assigned
+    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),
+        "lease_role": lease_role,
+        "source": "control_plane_db.assign_and_lease",
+    }
     return {
         "success": True,
         "outcome": OUTCOME_ASSIGNED,
         "apply": True,
         "role": role_norm,
+        "allocation_mode": mode,
+        "routing_role": role_norm,
+        "required_role": expected_role,
+        "selected_action": selection["selected_action"],
+        "required_profile": selection["required_profile"],
+        "required_namespace": selection["required_namespace"],
         "profile_name": profile_name,
         "username": username,
         "session_id": session_id,
@@ -1012,16 +1263,16 @@ def allocate_next_work(
         "skipped": [s.as_dict() for s in skipped],
         "terminal_pr": terminal_pr,
         "assignment": result.as_dict(),
-        "lease_proof": {
+        "lease_proof": lease_proof,
-            "assignment_id": result.assignment_id,
+        "allocation_evidence": {
-            "lease_id": result.lease_id,
+            "mode": "assigned",
-            "expires_at": result.expires_at,
+            "allocation_mode": mode,
-            "expected_head_sha": result.expected_head_sha,
+            "lease_created": True,
-            "allowed_actions": list(result.allowed_actions),
+            "lease_role": lease_role,
-            "forbidden_actions": list(result.forbidden_actions),
+            "lease_proof": lease_proof,
-            "source": "control_plane_db.assign_and_lease",
+            "selection_policy": SELECTION_POLICY,
         },
-        "next_valid_command": _next_command(role_norm, selected),
+        "next_valid_command": _next_command(lease_role, selected),
         "substrate": "control_plane_db",
         "file_lock_only": False,
         "comment_lease_only": False,
@@ -1031,9 +1282,12 @@ def allocate_next_work(
         "controller_excluded": list(controller_excluded),
         "exclude_issue_numbers": list(exclude_nums),
         "candidate_set_fingerprint": cas_fp,
+        "controller_allowed_actions": list(controller_allowed_actions),
+        "controller_forbidden_actions": list(controller_forbidden_actions),
         "downstream_note": (
             "#612 incident bridge remains downstream of #600; "
-            "allocator never assigns raw monitoring incidents"
+            "allocator never assigns raw monitoring incidents; "
+            "controller routes only under cross_role (#840)"
         ),
     }
 

arch01_platform.py

@@ -0,0 +1,892 @@
+"""ARCH-01 Foundation Slice A — atomic platform installation + authority kernel (#822).
+
+Parents: #820, #821. **First implementation leaf of the ARCH-01 program.**
+
+This module implements the smallest executable ARCH-01 foundation:
+
+* a connection-bound authenticated actor context (``cp_actor_*`` /
+  ``cp_operation_mode`` / ``cp_context_epoch`` SQLite scalar functions that SQL
+  may *read* but can never *set* — ``[TRUSTED-SERVICE]`` authenticity);
+* an immutable authority-dominance lattice with an exact seeded tuple set
+  (``[SCHEMA]``);
+* the principal-equivalence root (a class exists *before* its first principal;
+  ``principals.current_class_id`` is ``NOT NULL``; ``[SCHEMA]``);
+* a single-transaction platform installation that seeds the initial
+  ``platform.bootstrap`` grant and an immutable ``installed`` marker, validated
+  by a fail-closed ``install_state`` ``BEFORE INSERT`` trigger (``[SCHEMA]``).
+
+Everything else in the ARCH-01/02/04 program (evidence stores, repository
+bindings, workspaces, PostgreSQL parity, full grant succession, full principal
+merge) is out of scope here and tracked in its own issue — see #822 §5/§17.
+
+**Readiness / production posture.** This subsystem is *disabled by default*.
+Nothing in the running MCP server imports or enables it. It becomes a security
+boundary only once its readiness checks (the ACs in #822) pass in the target
+environment. Instantiating :class:`PlatformKernel` creates an isolated SQLite
+database and never touches the operational control-plane store.
+
+Enforcement classification (per #820 vocabulary):
+
+* ``[TRUSTED-SERVICE]`` — actor-context authenticity: the scalar functions are
+  registered by the trusted Python process; SQL cannot define or redefine them.
+* ``[SCHEMA]`` — fail-closed aborts, the dominance/immutability/NOT-NULL-class/
+  last-active-grant invariants, enforced by CHECK/FK/trigger.
+* ``[RUNTIME-ADAPTER]`` — *none* in this slice.
+
+SQLite-first. ``BEGIN IMMEDIATE`` serializes concurrent installs and concurrent
+grant/revoke on the singleton invariant row. PostgreSQL parity is a distinct
+issue (#827); this module does **not** claim it.
+"""
+
+from __future__ import annotations
+
+import os
+import sqlite3
+import threading
+from contextlib import contextmanager
+from dataclasses import dataclass
+from datetime import datetime, timezone
+from typing import Iterator, Optional
+
+# --------------------------------------------------------------------------- #
+# Closed enumerations (#822 §4).
+# --------------------------------------------------------------------------- #
+
+ACTOR_KINDS = ("operator", "supervisor", "service", "installer")
+OPERATION_MODES = ("normal", "install", "merge", "internal_service")
+
+# Exact seeded authority-dominance tuple set (#822 §4). This set is normative:
+# the install-state trigger rejects any missing, additional, or malformed tuple.
+DOMINANCE_TUPLES = (
+    ("platform.bootstrap", "platform.bootstrap"),
+    ("platform.bootstrap", "project.admin"),
+    ("platform.bootstrap", "supervisor.root.establish"),
+    ("supervisor.root", "supervisor.register"),
+    ("supervisor.root", "supervisor.verify"),
+    ("supervisor.root", "supervisor.recover"),
+)
+
+# The distinguished operator-key issuer seeded during install.
+DISTINGUISHED_ISSUER_KIND = "operator-key"
+DISTINGUISHED_ISSUER_ID = "platform.bootstrap.operator-key"
+
+# Structured result codes (#822 §10).
+INSTALLED = "INSTALLED"
+ALREADY_INSTALLED = "ALREADY_INSTALLED"
+INVALID_ACTOR_CONTEXT = "INVALID_ACTOR_CONTEXT"
+INVALID_BOOTSTRAP_STATE = "INVALID_BOOTSTRAP_STATE"
+DOMINANCE_SET_MISMATCH = "DOMINANCE_SET_MISMATCH"
+AUTHORIZATION_DENIED = "AUTHORIZATION_DENIED"
+CONCURRENT_INSTALLATION_LOST = "CONCURRENT_INSTALLATION_LOST"
+
+# Required audit events (#822 §14).
+EVT_PLATFORM_INSTALLED = "platform_installed"
+EVT_GRANT_CREATED = "platform_grant_created"
+EVT_GRANT_REVOKED = "platform_grant_revoked"
+EVT_PRINCIPAL_REGISTERED = "principal_registered"
+
+SCHEMA_VERSION = 1
+
+DB_PATH_ENV = "ARCH01_PLATFORM_DB"
+
+
+class PlatformKernelError(RuntimeError):
+    """Base class for structured, code-bearing kernel failures."""
+
+    def __init__(self, code: str, message: str = "") -> None:
+        super().__init__(message or code)
+        self.code = code
+
+
+class ActorContextError(PlatformKernelError):
+    """Raised when a mutation is attempted without a valid actor context."""
+
+
+# --------------------------------------------------------------------------- #
+# Schema (#822 §6). Tables + fail-closed triggers.
+#
+# Every *mutating* trigger opens with the actor protocol: read the context
+# epoch, read the actor fields, and abort unless the context is present,
+# non-null, mode/kind well-formed, and epoch-consistent with the active
+# transaction. The scalar functions ``cp_*`` are registered from Python only;
+# SQL has no statement that can set them, which is the trusted-service boundary.
+# --------------------------------------------------------------------------- #
+
+_ACTOR_KINDS_SQL = ", ".join("'%s'" % k for k in ACTOR_KINDS)
+_OP_MODES_SQL = ", ".join("'%s'" % m for m in OPERATION_MODES)
+
+# Actor-protocol predicate: TRUE when the context is INVALID and the trigger
+# must abort. ``cp_actor_context_valid()`` folds "present + non-expired +
+# live-epoch == bound-epoch" (the read/re-read epoch equality of #822 §4) into
+# one trusted-service answer; the remaining reads assert field well-formedness.
+_INVALID_ACTOR = (
+    "cp_actor_context_valid() IS NOT 1 "
+    "OR cp_context_epoch() IS NULL "
+    "OR cp_actor_principal() IS NULL "
+    "OR cp_actor_kind() NOT IN (%s) "
+    "OR cp_operation_mode() NOT IN (%s)" % (_ACTOR_KINDS_SQL, _OP_MODES_SQL)
+)
+
+_ACTOR_GUARD = (
+    "SELECT CASE WHEN (%s) "
+    "THEN RAISE(ABORT, 'INVALID_ACTOR_CONTEXT') END;" % _INVALID_ACTOR
+)
+
+# require_installed: abort a privileged mutation when there is no install
+# marker and we are not currently installing (#822 §4).
+_REQUIRE_INSTALLED = (
+    "SELECT CASE WHEN ((SELECT COUNT(*) FROM install_state) = 0 "
+    "AND cp_operation_mode() <> 'install') "
+    "THEN RAISE(ABORT, 'NOT_INSTALLED') END;"
+)
+
+_SCHEMA_SQL = f"""
+PRAGMA foreign_keys = ON;
+
+CREATE TABLE IF NOT EXISTS arch01_meta (
+    key TEXT PRIMARY KEY,
+    value TEXT NOT NULL
+);
+
+-- Equivalence classes are created BEFORE their first principal (#822 §4).
+CREATE TABLE IF NOT EXISTS principal_equivalence_classes (
+    class_id INTEGER PRIMARY KEY AUTOINCREMENT,
+    created_at TEXT NOT NULL
+);
+
+CREATE TABLE IF NOT EXISTS authoritative_issuers (
+    issuer_id INTEGER PRIMARY KEY AUTOINCREMENT,
+    issuer_kind TEXT NOT NULL,
+    issuer_ref TEXT NOT NULL,
+    created_at TEXT NOT NULL,
+    UNIQUE (issuer_kind, issuer_ref)
+);
+
+-- current_class_id is NOT NULL: a principal cannot exist without a class
+-- (#822 AC6). issuer_id is nullable ONLY for the installer during install
+-- (#822 AC7), enforced by trg_principals_null_issuer below.
+CREATE TABLE IF NOT EXISTS principals (
+    principal_id TEXT PRIMARY KEY,
+    actor_kind TEXT NOT NULL CHECK (actor_kind IN ({_ACTOR_KINDS_SQL})),
+    current_class_id INTEGER NOT NULL REFERENCES principal_equivalence_classes(class_id),
+    issuer_id INTEGER REFERENCES authoritative_issuers(issuer_id),
+    registered_by TEXT REFERENCES principals(principal_id),
+    created_at TEXT NOT NULL
+);
+
+CREATE TABLE IF NOT EXISTS authority_dominance (
+    dominant TEXT NOT NULL,
+    subordinate TEXT NOT NULL,
+    PRIMARY KEY (dominant, subordinate)
+);
+
+CREATE TABLE IF NOT EXISTS platform_bootstrap_seed (
+    seed_id INTEGER PRIMARY KEY CHECK (seed_id = 1),
+    installer_principal_id TEXT NOT NULL REFERENCES principals(principal_id),
+    created_at TEXT NOT NULL
+);
+
+CREATE TABLE IF NOT EXISTS platform_bootstrap_grants (
+    grant_id INTEGER PRIMARY KEY AUTOINCREMENT,
+    grantee_principal_id TEXT NOT NULL REFERENCES principals(principal_id),
+    granted_by TEXT REFERENCES principals(principal_id),
+    active INTEGER NOT NULL DEFAULT 1 CHECK (active IN (0, 1)),
+    created_at TEXT NOT NULL,
+    revoked_at TEXT
+);
+
+-- Singleton row; active_count floored at 1 by CHECK so the last active grant
+-- can never be revoked (#822 AC11).
+CREATE TABLE IF NOT EXISTS platform_active_invariant (
+    id INTEGER PRIMARY KEY CHECK (id = 1),
+    active_count INTEGER NOT NULL CHECK (active_count >= 1)
+);
+
+-- The immutable install marker; inserted LAST in the install transaction.
+CREATE TABLE IF NOT EXISTS install_state (
+    id INTEGER PRIMARY KEY CHECK (id = 1),
+    marker TEXT NOT NULL CHECK (marker = 'installed'),
+    installed_at TEXT NOT NULL
+);
+
+-- Append-only (#822 AC14).
+CREATE TABLE IF NOT EXISTS audit_records (
+    audit_id INTEGER PRIMARY KEY AUTOINCREMENT,
+    event TEXT NOT NULL,
+    principal_id TEXT,
+    detail TEXT,
+    created_at TEXT NOT NULL
+);
+
+-- ------------------------------------------------------------------------- --
+-- Actor protocol on every mutating trigger (#822 §4, [SCHEMA] fail-closed).
+-- ------------------------------------------------------------------------- --
+
+CREATE TRIGGER IF NOT EXISTS trg_classes_actor
+BEFORE INSERT ON principal_equivalence_classes
+BEGIN
+    {_ACTOR_GUARD}
+END;
+
+CREATE TRIGGER IF NOT EXISTS trg_issuers_actor
+BEFORE INSERT ON authoritative_issuers
+BEGIN
+    {_ACTOR_GUARD}
+END;
+
+CREATE TRIGGER IF NOT EXISTS trg_principals_actor
+BEFORE INSERT ON principals
+BEGIN
+    {_ACTOR_GUARD}
+END;
+
+CREATE TRIGGER IF NOT EXISTS trg_dominance_actor
+BEFORE INSERT ON authority_dominance
+BEGIN
+    {_ACTOR_GUARD}
+END;
+
+CREATE TRIGGER IF NOT EXISTS trg_seed_actor
+BEFORE INSERT ON platform_bootstrap_seed
+BEGIN
+    {_ACTOR_GUARD}
+END;
+
+CREATE TRIGGER IF NOT EXISTS trg_grants_actor_insert
+BEFORE INSERT ON platform_bootstrap_grants
+BEGIN
+    {_ACTOR_GUARD}
+    {_REQUIRE_INSTALLED}
+END;
+
+CREATE TRIGGER IF NOT EXISTS trg_grants_actor_update
+BEFORE UPDATE ON platform_bootstrap_grants
+BEGIN
+    {_ACTOR_GUARD}
+END;
+
+CREATE TRIGGER IF NOT EXISTS trg_invariant_actor_insert
+BEFORE INSERT ON platform_active_invariant
+BEGIN
+    {_ACTOR_GUARD}
+END;
+
+CREATE TRIGGER IF NOT EXISTS trg_invariant_actor_update
+BEFORE UPDATE ON platform_active_invariant
+BEGIN
+    {_ACTOR_GUARD}
+END;
+
+CREATE TRIGGER IF NOT EXISTS trg_audit_actor
+BEFORE INSERT ON audit_records
+BEGIN
+    {_ACTOR_GUARD}
+END;
+
+-- ------------------------------------------------------------------------- --
+-- NOT-NULL-issuer exception for the installer only (#822 AC7).
+-- A NULL issuer_id is accepted solely for an installer principal during
+-- install mode, before the marker exists; any other NULL-issuer principal is
+-- rejected. install-time issuer linkage (installer -> distinguished issuer)
+-- is applied by a later UPDATE, permitted while no marker exists.
+-- ------------------------------------------------------------------------- --
+
+CREATE TRIGGER IF NOT EXISTS trg_principals_null_issuer
+BEFORE INSERT ON principals
+WHEN NEW.issuer_id IS NULL
+BEGIN
+    SELECT CASE WHEN NOT (
+        NEW.actor_kind = 'installer'
+        AND cp_operation_mode() = 'install'
+        AND (SELECT COUNT(*) FROM install_state) = 0
+        AND (SELECT COUNT(*) FROM principals WHERE issuer_id IS NULL) = 0
+    ) THEN RAISE(ABORT, 'INVALID_BOOTSTRAP_STATE') END;
+END;
+
+-- ------------------------------------------------------------------------- --
+-- Post-install immutability of the authority root (#822 §4, AC9).
+-- Registration fields freeze only AFTER the marker exists, so the install
+-- transaction's own installer issuer-linkage UPDATE is permitted.
+-- ------------------------------------------------------------------------- --
+
+CREATE TRIGGER IF NOT EXISTS trg_principals_frozen_update
+BEFORE UPDATE ON principals
+WHEN (SELECT COUNT(*) FROM install_state) > 0
+BEGIN
+    SELECT RAISE(ABORT, 'IMMUTABLE_PRINCIPAL');
+END;
+
+CREATE TRIGGER IF NOT EXISTS trg_principals_frozen_delete
+BEFORE DELETE ON principals
+BEGIN
+    SELECT RAISE(ABORT, 'IMMUTABLE_PRINCIPAL');
+END;
+
+-- Distinguished issuer identity is immutable once written.
+CREATE TRIGGER IF NOT EXISTS trg_issuers_immutable_update
+BEFORE UPDATE ON authoritative_issuers
+BEGIN
+    SELECT RAISE(ABORT, 'IMMUTABLE_ISSUER');
+END;
+
+CREATE TRIGGER IF NOT EXISTS trg_issuers_immutable_delete
+BEFORE DELETE ON authoritative_issuers
+BEGIN
+    SELECT RAISE(ABORT, 'IMMUTABLE_ISSUER');
+END;
+
+-- The dominance lattice is immutable once seeded.
+CREATE TRIGGER IF NOT EXISTS trg_dominance_immutable_update
+BEFORE UPDATE ON authority_dominance
+BEGIN
+    SELECT RAISE(ABORT, 'IMMUTABLE_DOMINANCE');
+END;
+
+CREATE TRIGGER IF NOT EXISTS trg_dominance_immutable_delete
+BEFORE DELETE ON authority_dominance
+BEGIN
+    SELECT RAISE(ABORT, 'IMMUTABLE_DOMINANCE');
+END;
+
+-- The bootstrap seed is immutable once written.
+CREATE TRIGGER IF NOT EXISTS trg_seed_immutable_update
+BEFORE UPDATE ON platform_bootstrap_seed
+BEGIN
+    SELECT RAISE(ABORT, 'IMMUTABLE_SEED');
+END;
+
+CREATE TRIGGER IF NOT EXISTS trg_seed_immutable_delete
+BEFORE DELETE ON platform_bootstrap_seed
+BEGIN
+    SELECT RAISE(ABORT, 'IMMUTABLE_SEED');
+END;
+
+-- The install marker is immutable once written.
+CREATE TRIGGER IF NOT EXISTS trg_install_state_immutable_update
+BEFORE UPDATE ON install_state
+BEGIN
+    SELECT RAISE(ABORT, 'IMMUTABLE_INSTALL_STATE');
+END;
+
+CREATE TRIGGER IF NOT EXISTS trg_install_state_immutable_delete
+BEFORE DELETE ON install_state
+BEGIN
+    SELECT RAISE(ABORT, 'IMMUTABLE_INSTALL_STATE');
+END;
+
+-- Grants: identity is immutable; the ONLY permitted mutation is a single
+-- active 1 -> 0 revocation (#822 §4 initial-grant identity immutability +
+-- grant/revoke). Reactivation and identity edits are rejected.
+CREATE TRIGGER IF NOT EXISTS trg_grants_identity_frozen
+BEFORE UPDATE ON platform_bootstrap_grants
+WHEN NOT (
+    NEW.grant_id = OLD.grant_id
+    AND NEW.grantee_principal_id = OLD.grantee_principal_id
+    AND NEW.granted_by IS OLD.granted_by
+    AND NEW.created_at = OLD.created_at
+    AND OLD.active = 1
+    AND NEW.active = 0
+)
+BEGIN
+    SELECT RAISE(ABORT, 'IMMUTABLE_GRANT');
+END;
+
+CREATE TRIGGER IF NOT EXISTS trg_grants_no_delete
+BEFORE DELETE ON platform_bootstrap_grants
+BEGIN
+    SELECT RAISE(ABORT, 'IMMUTABLE_GRANT');
+END;
+
+-- audit_records is append-only.
+CREATE TRIGGER IF NOT EXISTS trg_audit_immutable_update
+BEFORE UPDATE ON audit_records
+BEGIN
+    SELECT RAISE(ABORT, 'IMMUTABLE_AUDIT');
+END;
+
+CREATE TRIGGER IF NOT EXISTS trg_audit_immutable_delete
+BEFORE DELETE ON audit_records
+BEGIN
+    SELECT RAISE(ABORT, 'IMMUTABLE_AUDIT');
+END;
+
+-- ------------------------------------------------------------------------- --
+-- install_state BEFORE INSERT: validate the whole bootstrap atomically
+-- (#822 §4, AC4). Each dominance tuple is checked individually; a missing,
+-- additional, or malformed tuple -> DOMINANCE_SET_MISMATCH. The seed<->installer
+-- link, the single active NULL-grantor installer grant, the installer's
+-- non-NULL issuer, the active invariant, and "no extra principal created under
+-- the NULL-issuer exception" -> INVALID_BOOTSTRAP_STATE.
+-- ------------------------------------------------------------------------- --
+
+CREATE TRIGGER IF NOT EXISTS trg_install_state_validate
+BEFORE INSERT ON install_state
+BEGIN
+    SELECT CASE WHEN NOT (
+        (SELECT COUNT(*) FROM authority_dominance) = {len(DOMINANCE_TUPLES)}
+        AND EXISTS (SELECT 1 FROM authority_dominance WHERE dominant='platform.bootstrap' AND subordinate='platform.bootstrap')
+        AND EXISTS (SELECT 1 FROM authority_dominance WHERE dominant='platform.bootstrap' AND subordinate='project.admin')
+        AND EXISTS (SELECT 1 FROM authority_dominance WHERE dominant='platform.bootstrap' AND subordinate='supervisor.root.establish')
+        AND EXISTS (SELECT 1 FROM authority_dominance WHERE dominant='supervisor.root' AND subordinate='supervisor.register')
+        AND EXISTS (SELECT 1 FROM authority_dominance WHERE dominant='supervisor.root' AND subordinate='supervisor.verify')
+        AND EXISTS (SELECT 1 FROM authority_dominance WHERE dominant='supervisor.root' AND subordinate='supervisor.recover')
+    ) THEN RAISE(ABORT, 'DOMINANCE_SET_MISMATCH') END;
+
+    SELECT CASE WHEN NOT (
+        (SELECT COUNT(*) FROM platform_bootstrap_seed) = 1
+        AND (SELECT COUNT(*) FROM principals) = 1
+        AND (SELECT actor_kind FROM principals
+             WHERE principal_id = (SELECT installer_principal_id FROM platform_bootstrap_seed WHERE seed_id = 1)
+            ) = 'installer'
+        AND (SELECT issuer_id FROM principals
+             WHERE principal_id = (SELECT installer_principal_id FROM platform_bootstrap_seed WHERE seed_id = 1)
+            ) IS NOT NULL
+        AND (SELECT COUNT(*) FROM platform_bootstrap_grants
+             WHERE granted_by IS NULL AND active = 1
+               AND grantee_principal_id = (SELECT installer_principal_id FROM platform_bootstrap_seed WHERE seed_id = 1)
+            ) = 1
+        AND (SELECT COUNT(*) FROM platform_bootstrap_grants) = 1
+        AND (SELECT active_count FROM platform_active_invariant WHERE id = 1) = 1
+    ) THEN RAISE(ABORT, 'INVALID_BOOTSTRAP_STATE') END;
+END;
+"""
+
+
+def default_db_path() -> str:
+    return os.environ.get(
+        DB_PATH_ENV,
+        os.path.expanduser("~/.cache/gitea-tools/arch01/platform.sqlite3"),
+    )
+
+
+def _utc_now_iso() -> str:
+    return datetime.now(timezone.utc).strftime("%Y-%m-%dT%H:%M:%SZ")
+
+
+@dataclass(frozen=True)
+class OperationResult:
+    """Structured result of a kernel operation (#822 §10)."""
+
+    code: str
+    detail: str = ""
+
+    @property
+    def ok(self) -> bool:
+        return self.code in (INSTALLED, ALREADY_INSTALLED)
+
+
+@dataclass
+class _ActorContext:
+    principal: str
+    kind: str
+    mode: str
+    session: Optional[str]
+    bound_epoch: int
+    live_epoch: int
+    expired: bool = False
+
+
+class PlatformKernel:
+    """ARCH-01 authority kernel over a single SQLite connection.
+
+    The connection carries the trusted-service actor context: the ``cp_*``
+    scalar functions read the context this object holds. Only Python code here
+    can bind or clear it, so no SQL statement can assert an actor identity — the
+    trusted-service authenticity boundary of #822 §4.
+    """
+
+    def __init__(self, db_path: Optional[str] = None, *, busy_timeout_ms: int = 5000) -> None:
+        self.db_path = db_path or default_db_path()
+        if self.db_path != ":memory:":
+            parent = os.path.dirname(self.db_path)
+            if parent:
+                os.makedirs(parent, exist_ok=True)
+        self._ctx: Optional[_ActorContext] = None
+        self._epoch_seq = 0
+        self._lock = threading.Lock()
+        # check_same_thread=False is safe: every mutation path is serialized
+        # by self._lock, so the connection is never used concurrently even when
+        # callers drive the kernel from different threads (concurrency tests).
+        self._conn = sqlite3.connect(
+            self.db_path, isolation_level=None, check_same_thread=False
+        )
+        self._conn.execute("PRAGMA foreign_keys = ON")
+        self._conn.execute(f"PRAGMA busy_timeout = {int(busy_timeout_ms)}")
+        self._register_actor_functions()
+        self._migrate()
+
+    # -- trusted-service actor functions ---------------------------------- #
+
+    def _register_actor_functions(self) -> None:
+        c = self._conn
+        c.create_function("cp_actor_principal", 0, lambda: self._ctx.principal if self._ctx else None)
+        c.create_function("cp_actor_kind", 0, lambda: self._ctx.kind if self._ctx else None)
+        c.create_function("cp_operation_mode", 0, lambda: self._ctx.mode if self._ctx else None)
+        c.create_function("cp_service_session", 0, lambda: self._ctx.session if self._ctx else None)
+        c.create_function("cp_context_epoch", 0, self._fn_context_epoch)
+        # Trusted-service helper: folds present + non-expired + epoch-consistent
+        # into the read/re-read epoch equality of #822 §4.
+        c.create_function("cp_actor_context_valid", 0, self._fn_context_valid)
+
+    def _fn_context_epoch(self) -> Optional[int]:
+        if self._ctx is None or self._ctx.expired:
+            return None
+        return self._ctx.live_epoch
+
+    def _fn_context_valid(self) -> int:
+        ctx = self._ctx
+        if ctx is None or ctx.expired:
+            return 0
+        # read/re-read epoch equality: a context whose live epoch has drifted
+        # from the epoch it was bound to (a stale/replaced connection context)
+        # is not bound to the active transaction and fails closed.
+        if ctx.live_epoch != ctx.bound_epoch:
+            return 0
+        if ctx.principal is None:
+            return 0
+        if ctx.kind not in ACTOR_KINDS or ctx.mode not in OPERATION_MODES:
+            return 0
+        return 1
+
+    # -- context lifecycle ------------------------------------------------ #
+
+    @contextmanager
+    def actor_context(
+        self, principal: str, kind: str, mode: str, session: Optional[str] = None
+    ) -> Iterator[None]:
+        """Bind a trusted actor context for the duration of the block."""
+        prev = self._ctx
+        self._epoch_seq += 1
+        epoch = self._epoch_seq
+        self._ctx = _ActorContext(
+            principal=principal, kind=kind, mode=mode, session=session,
+            bound_epoch=epoch, live_epoch=epoch,
+        )
+        try:
+            yield
+        finally:
+            self._ctx = prev
+
+    def _clear_context(self) -> None:
+        self._ctx = None
+
+    # -- migration -------------------------------------------------------- #
+
+    def _migrate(self) -> None:
+        self._conn.executescript(_SCHEMA_SQL)
+        self._conn.execute(
+            "INSERT OR IGNORE INTO arch01_meta(key, value) VALUES ('schema_version', ?)",
+            (str(SCHEMA_VERSION),),
+        )
+        self._conn.execute(
+            "INSERT OR IGNORE INTO arch01_meta(key, value) VALUES "
+            "('architecture', 'ARCH-01 Slice A: atomic install + authority kernel (#822); "
+            "disabled by default until readiness checks pass')"
+        )
+
+    # -- introspection ---------------------------------------------------- #
+
+    def is_installed(self) -> bool:
+        row = self._conn.execute("SELECT COUNT(*) FROM install_state").fetchone()
+        return bool(row[0])
+
+    def active_grant_count(self) -> int:
+        row = self._conn.execute(
+            "SELECT active_count FROM platform_active_invariant WHERE id = 1"
+        ).fetchone()
+        return int(row[0]) if row else 0
+
+    def audit_events(self) -> list[str]:
+        return [
+            r[0]
+            for r in self._conn.execute(
+                "SELECT event FROM audit_records ORDER BY audit_id"
+            ).fetchall()
+        ]
+
+    def close(self) -> None:
+        self._conn.close()
+
+    # -- operations ------------------------------------------------------- #
+
+    def install_platform(
+        self,
+        installer_principal_id: str = "platform.installer",
+        *,
+        session: Optional[str] = None,
+    ) -> OperationResult:
+        """Single atomic install transaction (#822 §4/§7).
+
+        ``BEGIN IMMEDIATE`` serializes concurrent installs; the loser rechecks
+        the marker and returns ``ALREADY_INSTALLED``, or — if it never acquires
+        the write lock — ``CONCURRENT_INSTALLATION_LOST``. On any stage failure
+        the whole transaction rolls back leaving no partial rows (AC3/AC5).
+        """
+        now = _utc_now_iso()
+        with self._lock:
+            try:
+                self._conn.execute("BEGIN IMMEDIATE")
+            except sqlite3.OperationalError as exc:
+                if "locked" in str(exc).lower() or "busy" in str(exc).lower():
+                    return OperationResult(CONCURRENT_INSTALLATION_LOST, str(exc))
+                raise
+            try:
+                if self.is_installed():
+                    self._conn.execute("ROLLBACK")
+                    return OperationResult(ALREADY_INSTALLED, "install marker already present")
+
+                with self.actor_context(installer_principal_id, "installer", "install", session):
+                    c = self._conn
+                    # class -> installer principal (temporary NULL issuer)
+                    cur = c.execute(
+                        "INSERT INTO principal_equivalence_classes(created_at) VALUES (?)",
+                        (now,),
+                    )
+                    class_id = cur.lastrowid
+                    c.execute(
+                        "INSERT INTO principals"
+                        "(principal_id, actor_kind, current_class_id, issuer_id, registered_by, created_at) "
+                        "VALUES (?, 'installer', ?, NULL, ?, ?)",
+                        (installer_principal_id, class_id, installer_principal_id, now),
+                    )
+                    # distinguished operator-key issuer
+                    cur = c.execute(
+                        "INSERT INTO authoritative_issuers(issuer_kind, issuer_ref, created_at) "
+                        "VALUES (?, ?, ?)",
+                        (DISTINGUISHED_ISSUER_KIND, DISTINGUISHED_ISSUER_ID, now),
+                    )
+                    issuer_id = cur.lastrowid
+                    # link installer -> issuer (permitted pre-marker)
+                    c.execute(
+                        "UPDATE principals SET issuer_id = ? WHERE principal_id = ?",
+                        (issuer_id, installer_principal_id),
+                    )
+                    # dominance tuples
+                    c.executemany(
+                        "INSERT INTO authority_dominance(dominant, subordinate) VALUES (?, ?)",
+                        DOMINANCE_TUPLES,
+                    )
+                    # seed
+                    c.execute(
+                        "INSERT INTO platform_bootstrap_seed(seed_id, installer_principal_id, created_at) "
+                        "VALUES (1, ?, ?)",
+                        (installer_principal_id, now),
+                    )
+                    # initial grant (granted_by NULL, active)
+                    c.execute(
+                        "INSERT INTO platform_bootstrap_grants"
+                        "(grantee_principal_id, granted_by, active, created_at) "
+                        "VALUES (?, NULL, 1, ?)",
+                        (installer_principal_id, now),
+                    )
+                    # active invariant
+                    c.execute(
+                        "INSERT INTO platform_active_invariant(id, active_count) VALUES (1, 1)"
+                    )
+                    # audit rows for the security-sensitive operation
+                    c.execute(
+                        "INSERT INTO audit_records(event, principal_id, detail, created_at) "
+                        "VALUES (?, ?, ?, ?)",
+                        (EVT_PRINCIPAL_REGISTERED, installer_principal_id, "installer", now),
+                    )
+                    c.execute(
+                        "INSERT INTO audit_records(event, principal_id, detail, created_at) "
+                        "VALUES (?, ?, ?, ?)",
+                        (EVT_GRANT_CREATED, installer_principal_id, "initial platform.bootstrap grant", now),
+                    )
+                    # install marker LAST -> fires the whole-bootstrap validator
+                    c.execute(
+                        "INSERT INTO install_state(id, marker, installed_at) VALUES (1, 'installed', ?)",
+                        (now,),
+                    )
+                    c.execute(
+                        "INSERT INTO audit_records(event, principal_id, detail, created_at) "
+                        "VALUES (?, ?, ?, ?)",
+                        (EVT_PLATFORM_INSTALLED, installer_principal_id, "platform installed", now),
+                    )
+                self._conn.execute("COMMIT")
+                return OperationResult(INSTALLED, "platform installed")
+            except sqlite3.Error as exc:
+                self._safe_rollback()
+                return OperationResult(self._classify(exc), str(exc))
+
+    def register_principal(
+        self,
+        principal_id: str,
+        actor_kind: str,
+        issuer_ref: str,
+        *,
+        actor_principal: str,
+        actor_kind_ctx: str = "operator",
+        session: Optional[str] = None,
+    ) -> OperationResult:
+        """Atomically create an equivalence class and its first principal.
+
+        The class is inserted *before* the principal, and ``current_class_id``
+        is ``NOT NULL`` (#822 AC6): a principal can never exist classless.
+        The principal references an existing issuer (non-NULL); the temporary
+        NULL-issuer exception is reserved for the installer during install
+        (AC7).
+        """
+        if actor_kind not in ACTOR_KINDS:
+            return OperationResult(INVALID_BOOTSTRAP_STATE, f"bad actor_kind {actor_kind!r}")
+        now = _utc_now_iso()
+        with self._lock:
+            try:
+                self._conn.execute("BEGIN IMMEDIATE")
+            except sqlite3.OperationalError as exc:
+                return OperationResult(AUTHORIZATION_DENIED, str(exc))
+            try:
+                if not self.is_installed():
+                    self._conn.execute("ROLLBACK")
+                    return OperationResult(INVALID_BOOTSTRAP_STATE, "platform not installed")
+                row = self._conn.execute(
+                    "SELECT issuer_id FROM authoritative_issuers WHERE issuer_ref = ?",
+                    (issuer_ref,),
+                ).fetchone()
+                if row is None:
+                    self._conn.execute("ROLLBACK")
+                    return OperationResult(INVALID_BOOTSTRAP_STATE, f"unknown issuer {issuer_ref!r}")
+                issuer_id = row[0]
+                with self.actor_context(actor_principal, actor_kind_ctx, "normal", session):
+                    cur = self._conn.execute(
+                        "INSERT INTO principal_equivalence_classes(created_at) VALUES (?)",
+                        (now,),
+                    )
+                    class_id = cur.lastrowid
+                    self._conn.execute(
+                        "INSERT INTO principals"
+                        "(principal_id, actor_kind, current_class_id, issuer_id, registered_by, created_at) "
+                        "VALUES (?, ?, ?, ?, ?, ?)",
+                        (principal_id, actor_kind, class_id, issuer_id, actor_principal, now),
+                    )
+                    self._conn.execute(
+                        "INSERT INTO audit_records(event, principal_id, detail, created_at) "
+                        "VALUES (?, ?, ?, ?)",
+                        (EVT_PRINCIPAL_REGISTERED, principal_id, actor_kind, now),
+                    )
+                self._conn.execute("COMMIT")
+                return OperationResult(INSTALLED, f"registered {principal_id}")
+            except sqlite3.Error as exc:
+                self._safe_rollback()
+                return OperationResult(self._classify(exc), str(exc))
+
+    def grant_platform_bootstrap(
+        self,
+        grantee_principal_id: str,
+        granted_by: str,
+        *,
+        actor_kind_ctx: str = "operator",
+        session: Optional[str] = None,
+    ) -> OperationResult:
+        """Create an additional active platform.bootstrap grant.
+
+        Serialized on the singleton invariant row via ``BEGIN IMMEDIATE``.
+        """
+        now = _utc_now_iso()
+        with self._lock:
+            try:
+                self._conn.execute("BEGIN IMMEDIATE")
+            except sqlite3.OperationalError as exc:
+                return OperationResult(AUTHORIZATION_DENIED, str(exc))
+            try:
+                if not self.is_installed():
+                    self._conn.execute("ROLLBACK")
+                    return OperationResult(INVALID_BOOTSTRAP_STATE, "platform not installed")
+                with self.actor_context(granted_by, actor_kind_ctx, "normal", session):
+                    self._conn.execute(
+                        "INSERT INTO platform_bootstrap_grants"
+                        "(grantee_principal_id, granted_by, active, created_at) "
+                        "VALUES (?, ?, 1, ?)",
+                        (grantee_principal_id, granted_by, now),
+                    )
+                    self._conn.execute(
+                        "UPDATE platform_active_invariant SET active_count = active_count + 1 WHERE id = 1"
+                    )
+                    self._conn.execute(
+                        "INSERT INTO audit_records(event, principal_id, detail, created_at) "
+                        "VALUES (?, ?, ?, ?)",
+                        (EVT_GRANT_CREATED, grantee_principal_id, f"granted_by={granted_by}", now),
+                    )
+                self._conn.execute("COMMIT")
+                return OperationResult(INSTALLED, f"granted to {grantee_principal_id}")
+            except sqlite3.Error as exc:
+                self._safe_rollback()
+                return OperationResult(self._classify(exc), str(exc))
+
+    def revoke_platform_bootstrap(
+        self,
+        grant_id: int,
+        *,
+        actor_principal: str,
+        actor_kind_ctx: str = "operator",
+        session: Optional[str] = None,
+    ) -> OperationResult:
+        """Revoke an active grant, floored so the last one can never drop.
+
+        The ``active_count >= 1`` CHECK plus ``BEGIN IMMEDIATE`` serialization
+        make two concurrent revocations unable to remove the final active grant
+        (#822 AC11): the decrement that would reach zero fails and rolls back.
+        """
+        now = _utc_now_iso()
+        with self._lock:
+            try:
+                self._conn.execute("BEGIN IMMEDIATE")
+            except sqlite3.OperationalError as exc:
+                return OperationResult(AUTHORIZATION_DENIED, str(exc))
+            try:
+                if not self.is_installed():
+                    self._conn.execute("ROLLBACK")
+                    return OperationResult(INVALID_BOOTSTRAP_STATE, "platform not installed")
+                row = self._conn.execute(
+                    "SELECT active, grantee_principal_id FROM platform_bootstrap_grants WHERE grant_id = ?",
+                    (grant_id,),
+                ).fetchone()
+                if row is None or row[0] != 1:
+                    self._conn.execute("ROLLBACK")
+                    return OperationResult(AUTHORIZATION_DENIED, "grant absent or already inactive")
+                grantee = row[1]
+                with self.actor_context(actor_principal, actor_kind_ctx, "normal", session):
+                    # Decrement first: the CHECK floor rejects dropping below 1,
+                    # aborting the whole revoke before the grant flips inactive.
+                    self._conn.execute(
+                        "UPDATE platform_active_invariant SET active_count = active_count - 1 WHERE id = 1"
+                    )
+                    self._conn.execute(
+                        "UPDATE platform_bootstrap_grants SET active = 0, revoked_at = ? WHERE grant_id = ?",
+                        (now, grant_id),
+                    )
+                    self._conn.execute(
+                        "INSERT INTO audit_records(event, principal_id, detail, created_at) "
+                        "VALUES (?, ?, ?, ?)",
+                        (EVT_GRANT_REVOKED, grantee, f"grant_id={grant_id}", now),
+                    )
+                self._conn.execute("COMMIT")
+                return OperationResult(INSTALLED, f"revoked grant {grant_id}")
+            except sqlite3.Error as exc:
+                self._safe_rollback()
+                return OperationResult(self._classify(exc), str(exc))
+
+    # -- helpers ---------------------------------------------------------- #
+
+    def _safe_rollback(self) -> None:
+        try:
+            self._conn.execute("ROLLBACK")
+        except sqlite3.Error:
+            pass
+
+    @staticmethod
+    def _classify(exc: sqlite3.Error) -> str:
+        msg = str(exc)
+        if "INVALID_ACTOR_CONTEXT" in msg:
+            return INVALID_ACTOR_CONTEXT
+        if "DOMINANCE_SET_MISMATCH" in msg:
+            return DOMINANCE_SET_MISMATCH
+        if "active_count" in msg or "CHECK constraint failed: platform_active_invariant" in msg:
+            # last-active-grant floor tripped
+            return AUTHORIZATION_DENIED
+        if any(tag in msg for tag in (
+            "INVALID_BOOTSTRAP_STATE", "IMMUTABLE_", "NOT_INSTALLED",
+        )):
+            return INVALID_BOOTSTRAP_STATE
+        return INVALID_BOOTSTRAP_STATE

branch_cleanup_guard.py

@@ -163,7 +163,19 @@ _TERMINAL_OWNERSHIP_STATUSES = frozenset(
     {"released", "abandoned", "done", "blocked", "terminal", "closed"}
 )
 _EXPIRED_STATUSES = frozenset({"expired"})
-_STALE_STATUSES = frozenset({"stale", "stale_dead_process", "stale_missing_worktree"})
+_STALE_STATUSES = frozenset(
+    {
+        "stale",
+        "stale_dead_process",
+        "stale_missing_worktree",
+        # #790 Slice A heartbeat-lifecycle bands. Listed here so they are
+        # *classified* rather than falling through to the unknown-status branch;
+        # they still block unless the ownership record proves
+        # ``reclaim_allowed is True``, so the O2 fail-closed rule is unchanged.
+        "stale_missed_heartbeat",
+        "stale_absolute_cap",
+    }
+)
 
 
 def _norm_str(value: Any) -> str:

docs/mcp-tool-inventory.md

@@ -100,6 +100,7 @@ that gates each call, not which tools exist.
 - `gitea_get_profile`
 - `gitea_get_runtime_context`
 - `gitea_get_shell_health`
+- `gitea_heartbeat_issue_lock`
 - `gitea_heartbeat_reviewer_pr_lease`
 - `gitea_inspect_workflow_lease`
 - `gitea_issue_irrecoverable_provenance_authorization`

docs/webui-authz-audit.md

@@ -0,0 +1,295 @@
+# Web console authorization, RBAC, redaction, and audit model (#633)
+
+**Phase 1. Read-only. This document defines the model that future console
+writes must pass through; it enables none of them.**
+
+The MVP deployment boundary ([`webui-deployment.md`](webui-deployment.md), #435)
+documents internal-only serving and states plainly that MVP authentication is
+*none* — protection comes from network placement. That is adequate while every
+route is a GET, and inadequate the moment a gated write ships. This document
+and the three modules it describes land **before** any write exists, so no
+Phase 2 action can be added without an authority to check it against.
+
+| Concern | Module |
+|---------|--------|
+| Identity, roles, authorization decision | `webui/console_authz.py` |
+| Secret redaction for every surface | `webui/console_redaction.py` |
+| Audit event schema, retention, sink | `webui/console_audit.py` |
+| Machine-readable publication | `GET /api/console/security-model` |
+
+Two invariants hold everywhere and are non-negotiable for every child of #631:
+
+1. **No secrets reach the browser.** Credentials are resolved server-side and
+   redacted before any payload, page, log line, or audit record leaves.
+2. **No ungated mutations.** Authorization is necessary but never sufficient;
+   execution stays disabled until the Phase 2 framework ships.
+
+## Identity sources
+
+The console performs *authorization*. Authentication is delegated, because a
+console that mints its own sessions is a credential store, and this one must
+not be.
+
+| Source | Mode value | Authenticated | Shared host | Phase |
+|--------|-----------|---------------|-------------|-------|
+| None | `none` (default) | No — anonymous, capped at `viewer` | No | 1 |
+| Local dev | `local-dev` / `local_dev` | Yes, **asserted not verified** | No | 1 |
+| Access proxy | `access-proxy` / `access_proxy` | Yes, asserted by trusted proxy | Yes | 2 |
+
+Selected by `WEBUI_AUTH_MODE`. An unrecognised value falls back to `none`
+rather than erroring open.
+
+**Access-proxy mode** reads the subject from the
+`Cf-Access-Authenticated-User-Email` header, set by Cloudflare Access, WARP, or
+an equivalent org portal that terminates authentication in front of the
+console. If the header is absent the request did not traverse the proxy, so the
+principal degrades to anonymous — it is never trusted by default.
+
+The **role is always server-side configuration**, never a client assertion. It
+comes from `WEBUI_ROLE_MAP`, a JSON object of subject → role:
+
+```json
+{"[email protected]": "operator", "[email protected]": "controller"}
+```
+
+An unmapped subject gets `viewer`. Malformed JSON yields an empty map, so
+everyone gets `viewer` — a parse failure loses authority rather than granting
+it.
+
+Full SSO is explicitly a non-goal of this issue.
+
+## Role matrix
+
+Four roles, ordered least to most authority. Each role inherits every lower
+role's actions; the table states the *minimum* rank required.
+
+| Role | Authority |
+|------|-----------|
+| `viewer` | Read every console view. No write, ever, in any phase. |
+| `operator` | Viewer, plus author-class work: claim, comment, open a PR. |
+| `controller` | Operator, plus reviewer/merger-class decisions on a PR. |
+| `admin` | Controller, plus destructive and policy-editing actions. |
+
+`viewer` holds the empty write set by construction, and a test asserts it stays
+empty.
+
+## Privileged actions
+
+Every console action maps to a `task_key` in `task_capability_map.py`, the same
+single source of truth `gitea_resolve_task_capability` and the MCP tool gates
+use. The console therefore cannot invent an authority the MCP layer does not
+already define, and a regression test asserts each mapping matches.
+
+| Action | Minimum role | Class | MCP permission | Confirm | Dual control | Break-glass | Phase |
+|--------|--------------|-------|----------------|---------|--------------|-------------|-------|
+| `claim_issue` | operator | gated_write | `gitea.issue.comment` | Yes | No | No | 2 |
+| `comment_issue` | operator | gated_write | `gitea.issue.comment` | Yes | No | No | 2 |
+| `create_issue` | operator | gated_write | `gitea.issue.create` | Yes | No | No | 2 |
+| `comment_pr` | operator | gated_write | `gitea.pr.comment` | Yes | No | No | 2 |
+| `create_pr` | operator | gated_write | `gitea.pr.create` | Yes | No | No | 2 |
+| `review_pr` | controller | privileged | `gitea.pr.review` | Yes | No | No | 3 |
+| `close_pr` | controller | privileged | `gitea.pr.close` | Yes | No | No | 3 |
+| `merge_pr` | controller | privileged | `gitea.pr.merge` | Yes | **Yes** | **Yes** | 3 |
+| `delete_branch` | admin | destructive | `gitea.branch.delete` | Yes | **Yes** | **Yes** | 3 |
+
+**Dual control** means the acting principal may not be the sole authority: a
+second distinct principal must confirm. **Break-glass** means the action is
+expected to be unavailable in normal operation and its use is retained for two
+years. Both are declared here and enforced by the Phase 2 framework; Phase 1
+records the requirement on every decision so the framework cannot ship without
+honouring it.
+
+`delete_branch` is admin-only rather than controller because it is the one
+irreversible action in the set.
+
+### Authorization decision
+
+`authorize(action_id, principal, for_execution=False)` returns a decision
+record and **denies by default**. The deny reasons are closed and enumerated:
+
+| Reason code | Meaning |
+|-------------|---------|
+| `unknown_action` | No such console action is registered. |
+| `unauthenticated` | The principal is anonymous. |
+| `unknown_role` | The role is not in the matrix. |
+| `insufficient_role` | The role ranks below the action's minimum. |
+| `phase_not_active` | Execution requested for an action whose phase is not open. |
+| `allowed_preview_only` | Authorized — preview only, execution still disabled. |
+
+There is no implicit allow branch. Even the allow result reports
+`execution_enabled: false` while the console is in Phase 1, so no caller can
+read an allow as permission to mutate.
+
+## Secret redaction
+
+One pass applies to **API payloads, rendered HTML, server logs, and audit
+records** — the four surfaces where a credential could escape.
+
+Redaction reuses `gitea_audit.redact` rather than forking it: that remains the
+authority for secret-looking dict keys, `Authorization` material, and raw URLs.
+The console layer then applies its own patterns:
+
+Each rule below matches an *assignment form*: the named key, followed by `=` or
+`:`, followed by the value. The keys are listed bare rather than spelled out as
+complete assignments, because this document is itself scanned by
+`scan_for_secrets` — writing the examples in full assignment form would make the
+documentation trip the very detectors it documents.
+
+| Rule | Catches (as an assignment) |
+|------|----------------------------|
+| `credential_assignment` | `token`, `password`, `passwd`, `secret`, `api_key`, `access_key`, `client_secret`, `private_key` |
+| `credential_env_assignment` | `GITEA_TOKEN`, `GITEA_PASS`, `GITEA_PASSWORD` and suffixed variants |
+| `keychain_reference` | `keychain:` entry references |
+| `keychain_command` | macOS `security` keychain lookups (`find-generic-password`, `find-internet-password`) |
+| `private_key_block` | PEM `BEGIN ... PRIVATE KEY` blocks |
+| `json_web_token` | Three-segment `eyJ...` JWTs |
+| `bearer_credential` | `Bearer` / `Basic` credentials |
+
+Assignments keep the key and replace only the value, so an operator can still
+see *what* was removed. Two behaviours are deliberate:
+
+- **Fail closed.** A value that cannot be redacted becomes `[REDACTED]`
+  outright rather than being emitted raw. Redaction never raises.
+- **Redact before persist.** `console_audit.build_event` redacts before
+  serialization, and `write_event` re-scans and **drops** any record that still
+  trips a detector. An unredacted record is never durable.
+
+`scan_for_secrets` is the assertion helper: it returns the detector names still
+matching a payload, and already-redacted hits are not findings. Tests use it to
+prove the published policy, the security-model endpoint, and this document
+itself carry no secret material.
+
+## Audit event schema
+
+`gitea_audit` records MCP-side *mutations* — which profile and Gitea user
+performed which tool call. It has no console actor, no identity source, no
+correlation identifier, and no retention class, and an authorization **denial**
+is not a mutation, so it would never appear there at all. The console record is
+additive, not a replacement: a Phase 2 action emits both, joined on
+`correlation.request_id`.
+
+Required fields, all asserted by tests so an edit cannot quietly drop one:
+
+| Field | Content |
+|-------|---------|
+| `schema_version` | Currently `1`. |
+| `event_id` | Unique per record. |
+| `timestamp` | Timezone-aware ISO-8601, UTC. |
+| `actor` | `subject`, `role`, `identity_source`, `authenticated`. |
+| `action` | Console action id. |
+| `action_class` | `gated_write`, `privileged`, `destructive`, or `unknown`. |
+| `target` | `{kind, ref}`, e.g. `{"kind": "pr", "ref": "#123"}`. |
+| `result` | `allowed`, `denied`, `previewed`, `failed`, `succeeded`. |
+| `reason_code` | The authorization reason code above. |
+| `correlation` | `request_id`, `session_id`, `mcp_task`, `mcp_permission`. |
+| `retention` | `class`, `days`, `expires_at`. |
+| `redacted` | Always `true`; records are redacted at build time. |
+
+An unrecognised `result` degrades to `failed` rather than being stored
+verbatim.
+
+The sink is an append-only JSON Lines file named by
+`WEBUI_CONSOLE_AUDIT_LOG`. It is **off by default**: with the variable unset,
+events are still built — so callers and tests exercise the schema — but nothing
+is written. Auditing never raises; a failed write returns `False` rather than
+breaking the request it describes.
+
+## Retention
+
+| Class | Applies to | Default |
+|-------|-----------|---------|
+| `standard` | Routine gated writes | 90 days |
+| `privileged` | `review_pr`, `close_pr`, and any unclassifiable action | 365 days |
+| `break_glass` | `merge_pr`, `delete_branch` | 730 days |
+
+Each record carries its own class, day count, and computed `expires_at`, so
+retention is auditable per record rather than inferred from file age. An
+**unknown action is retained as privileged, not standard** — for a safety
+control the conservative direction is to keep the record longer.
+
+Nothing in this module updates or deletes. Expiry is enforced by an
+operator-run policy against `expires_at`, never by the console silently
+rewriting its own history.
+
+## Phase 2 integration
+
+Phase 2 opens gated writes. It must reuse this model rather than introduce a
+second one. The integration points are already wired and observable:
+
+- **`GET /api/actions/{action_id}/preview`** attaches an `authorization` block
+  to the existing preview payload and records a `previewed` audit event.
+- **`POST /api/actions/{action_id}/attempt`** attaches the same block and
+  records a `denied` event. The terminal outcome is unchanged — the MVP
+  registry in `webui/gated_actions.py` still fails closed for every action — so
+  Phase 1 cannot loosen anything. Phase 2 enforces on this same decision
+  instead of adding a parallel check.
+- **`GET /api/console/security-model`** publishes the RBAC matrix, redaction
+  policy, and audit policy as JSON for operators and tests.
+
+To open Phase 2, a child issue must: raise `ACTIVE_PHASE`, implement the
+confirmation and dual-control flow the matrix already declares, emit a
+`succeeded` or `failed` record alongside the `gitea_audit` mutation record, and
+keep `viewer` unable to reach any of it. Turning on execution without the
+confirmation flow contradicts a declared requirement and is a review failure,
+not a shortcut.
+
+## Local-dev mode
+
+`WEBUI_AUTH_MODE=local-dev` reads the principal straight from the environment:
+
+| Variable | Purpose |
+|----------|---------|
+| `WEBUI_DEV_SUBJECT` | Subject string; absent ⇒ anonymous |
+| `WEBUI_DEV_ROLE` | One of `viewer`, `operator`, `controller`, `admin`; unrecognised ⇒ `viewer` |
+
+**INSECURE — this mode is for loopback development only.** The subject and role
+are *asserted by the developer running the process and verified by nothing*.
+Anyone able to set an environment variable on the host is an `admin`, and
+anyone able to reach the port inherits that principal. It provides no
+authentication whatsoever; it exists so Phase 2 authorization paths can be
+exercised without standing up a proxy.
+
+Never enable local-dev mode on a non-loopback bind. Combining it with
+`WEBUI_ALLOW_PUBLIC_BIND=1` or `WEBUI_ALLOW_REMOTE_BIND=1` publishes an
+unauthenticated admin console.
+
+For anything beyond a laptop use `access-proxy` mode behind Cloudflare Access,
+WARP, or a VPN, as [`webui-deployment.md`](webui-deployment.md) requires.
+
+### Probe authentication
+
+`WEBUI_REQUIRE_PROBE_AUTH=1` declares that non-public probes should require an
+authenticated principal. It is **opt-in**: the default is off so the MVP
+`/health` contract is unchanged.
+
+**This flag is declarative in Phase 1 and enforces nothing today.**
+`console_authz.probe_auth_required()` reports the operator's intent, and no
+route consults it — setting the variable does not currently change the
+behaviour of `/health` or any other endpoint. It is published here so the Phase
+2 action framework has a declared policy to honour rather than inventing a
+second one, exactly as `ACTIVE_PHASE` gates execution while the matrix is
+already declared. A regression test pins this "declared, not enforced" status,
+so wiring it later is a deliberate change rather than a silent one.
+
+Until Phase 2 wires it, probe protection rests on network placement alone, as
+[`webui-deployment.md`](webui-deployment.md) (#435) states.
+
+## Environment variables
+
+| Variable | Default | Purpose |
+|----------|---------|---------|
+| `WEBUI_AUTH_MODE` | `none` | Identity source selection |
+| `WEBUI_DEV_SUBJECT` | unset | Local-dev subject (insecure) |
+| `WEBUI_DEV_ROLE` | `viewer` | Local-dev role (insecure) |
+| `WEBUI_ROLE_MAP` | unset | JSON subject → role map |
+| `WEBUI_REQUIRE_PROBE_AUTH` | unset | Require auth for non-public probes |
+| `WEBUI_CONSOLE_AUDIT_LOG` | unset | Append-only audit sink path |
+
+All are read server-side only. None is ever rendered into a page or returned by
+an API.
+
+## Non-goals
+
+- No full SSO product; authentication stays delegated to the proxy.
+- No browser-initiated merges or approvals in any phase covered here.
+- No tokens in the frontend, in browser storage, or in committed config.

docs/webui-deployment.md

@@ -7,7 +7,10 @@ only.
 ## MVP deployment model
 
 - **Default bind:** `127.0.0.1:8765` (`WEBUI_HOST` / `WEBUI_PORT`)
-- **Authentication:** none in MVP — protection comes from network placement
+- **Authentication:** none in MVP — protection comes from network placement.
+  The authorization, RBAC, redaction, and audit model that future gated writes
+  must pass through is defined in
+  [`webui-authz-audit.md`](webui-authz-audit.md) (#633).
 - **Mutations:** read-only routes; gated write actions remain disabled (#434)
 - **Secrets:** resolved server-side via `gitea_auth` / `GITEA_MCP_CONFIG`; never
   embedded in HTML, JavaScript, or browser storage

gitea_mcp_server.py

@@ -234,12 +234,25 @@ def _effective_workspace_role() -> str:
 
 
 def _profile_role_kind(profile: dict) -> str:
-    """Resolve a profile's declared role before inferring from permissions."""
+    """Resolve a profile's declared role before inferring from permissions.
-    role = (profile.get("role") or profile.get("role_kind") or "").strip()
+
+    Declared ``role`` / ``role_kind`` always wins so a controller profile is
+    never reclassified as reconciler from permission inference (#840).
+    """
+    role = (profile.get("role") or profile.get("role_kind") or "").strip().lower()
     if role:
+        # Normalize aliases / case.
+        if "control" in role:
+            return "controller"
         return role
     profile_name = (profile.get("profile_name") or "").strip().lower()
-    for candidate in ("reconciler", "merger", "reviewer", "author"):
+    for candidate in (
+        "controller",
+        "reconciler",
+        "merger",
+        "reviewer",
+        "author",
+    ):
         if candidate in profile_name:
             return candidate
     return _role_kind(
@@ -2007,6 +2020,7 @@ import allocator_dependencies  # noqa: E402
 import dependency_graph  # noqa: E402  # #784 durable dependency edges
 import control_plane_db  # noqa: E402
 import lease_lifecycle  # noqa: E402
+import lease_policy  # noqa: E402
 import workflow_dashboard  # noqa: E402  # #605 live queue/lease dashboard
 import incident_bridge  # noqa: E402
 import sentry_observability  # noqa: E402  (#606 optional Sentry observability)
@@ -2249,7 +2263,6 @@ import canonical_comment_validator as ccv  # noqa: E402
 # GITEA_ISSUE_LOCK_DIR, bound to the current MCP session via a per-PID pointer.
 # Legacy global path retained only for test/doc references — do not seed manually.
 ISSUE_LOCK_FILE = "/tmp/gitea_issue_lock.json"
-WORK_LEASE_TTL_HOURS = 4
 AUTHOR_ISSUE_WORK_LEASE = "author_issue_work"
 VALID_WORK_LEASE_OPERATIONS = frozenset({
     AUTHOR_ISSUE_WORK_LEASE,
@@ -2549,7 +2562,12 @@ def _build_author_issue_work_lease(
     host: str | None,
 ) -> dict:
     created = _work_lease_now()
-    expires = created + timedelta(hours=WORK_LEASE_TTL_HOURS)
+    # #790 Slice A: the window comes from the central policy, not a literal here.
+    # It is also now a *sliding* window — the lease lives ``initial_ttl_minutes``
+    # past its last valid heartbeat rather than a fixed four hours past its
+    # creation, so an abandoned task stops holding the claim within one TTL.
+    policy = lease_policy.policy_for(lease_policy.TASK_CLASS_AUTHOR_ISSUE_WORK)
+    expires = created + timedelta(minutes=policy.initial_ttl_minutes)
     return {
         "operation_type": AUTHOR_ISSUE_WORK_LEASE,
         "issue_number": issue_number,
@@ -2560,6 +2578,15 @@ def _build_author_issue_work_lease(
         "created_at": _work_lease_timestamp(created),
         "expires_at": _work_lease_timestamp(expires),
         "last_heartbeat_at": _work_lease_timestamp(created),
+        # #790 AC-N1: the ownership key for this task. Distinct from the recorded
+        # PID, which is the shared daemon and identifies no individual task.
+        "task_session_id": issue_lock_store.mint_task_session_id(
+            AUTHOR_ISSUE_WORK_LEASE
+        ),
+        # #790 AC-N8: the explicit lifecycle marker. Its absence — never a
+        # timestamp comparison — is what makes a lock legacy.
+        "lifecycle_version": lease_policy.LIFECYCLE_HEARTBEAT_V1,
+        "heartbeat_count": 1,
     }
 
 
@@ -4329,6 +4356,138 @@ def gitea_lock_issue(
     return result
 
 
+@mcp.tool()
+def gitea_heartbeat_issue_lock(
+    issue_number: int,
+    branch_name: str,
+    task_session_id: str | None = None,
+    remote: str = "dadeschools",
+    host: str | None = None,
+    org: str | None = None,
+    repo: str | None = None,
+    worktree_path: str | None = None,
+    expected_generation: int | None = None,
+) -> dict:
+    """Prove an owned author issue lease is still active (#790 Slice A).
+
+    The task-liveness signal the lifecycle was missing. Before this, an author
+    lease carried a fixed four-hour expiry that nothing could shorten, and the
+    only liveness evidence was the recorded PID — the long-lived MCP daemon,
+    which stays alive across every task it serves and so proved nothing about
+    whether the authoring task still held the work.
+
+    Each successful call slides the lease ``initial_ttl_minutes`` past *now*
+    from the central policy, so an actively heartbeating session is never
+    evicted while an abandoned one releases its claim within one TTL.
+
+    What this tool cannot do, by construction:
+
+    * **Acquire.** It refuses when no durable lock exists.
+    * **Take over.** Exact issue, branch, realpath-normalized worktree,
+      claimant username, claimant profile, and recorded task-session identifier
+      must all match; a superseded session holding an older identifier is
+      refused.
+    * **Revive.** A lease already past its grace is not heartbeatable — that
+      would let a session restore ownership it had stopped proving. It must use
+      the sanctioned reclaim path, which mints a new generation.
+
+    A lock predating the heartbeat lifecycle is rebound rather than heartbeated:
+    its exact owner is re-verified and a genuine task-session identifier and
+    first heartbeat are minted (#790 AC-N8). The rebind is decided server-side
+    from the durable lifecycle marker; there is no caller-facing switch.
+
+    Args:
+        issue_number: The locked issue number.
+        branch_name: The branch recorded on the lock.
+        task_session_id: The identifier this session received when it acquired
+            or rebound the lock. It is a fencing token, not an ownership
+            assertion: it is compared against durable state and can only ever
+            cause a refusal, never grant anything. Omitted only when rebinding a
+            legacy lock, which has no identifier yet and mints one.
+        remote: Known instance — 'dadeschools' or 'prgs'.
+        host: Override the Gitea host.
+        org: Override the owner/organization.
+        repo: Override the repository name.
+        worktree_path: Author worktree recorded on the lock.
+        expected_generation: Optional fencing value. The per-issue flock already
+            serializes the read and the write, so this is for a caller that
+            wants to pin the generation it last observed across calls; a moved
+            generation fails closed.
+
+    Returns:
+        dict with 'success', 'performed', the sliding 'expires_at',
+        'last_heartbeat_at', 'lock_generation', 'task_session_id', the applied
+        'policy', and post-write 'freshness'; on refusal 'success'/'performed'
+        False with 'reasons' naming exactly what did not match.
+    """
+    blocked = _profile_permission_block(
+        task_capability_map.required_permission("heartbeat_issue_lock"),
+        issue_number=issue_number,
+        remote=remote,
+        host=host,
+        org=org,
+        repo=repo,
+        org_explicit=org is not None,
+        repo_explicit=repo is not None,
+    )
+    if blocked:
+        return blocked
+
+    resolved_worktree = issue_lock_worktree.resolve_author_worktree_path(
+        worktree_path, _canonical_local_git_root()
+    )
+    h, o, r = _resolve(remote, host, org, repo)
+    claimant = _work_lease_claimant(h)
+    identity = claimant.get("username")
+    profile = claimant.get("profile")
+
+    existing = _load_existing_issue_lock(
+        remote=remote, org=o, repo=r, issue_number=issue_number
+    )
+    if not existing:
+        return {
+            "success": False,
+            "performed": False,
+            "issue_number": issue_number,
+            "reasons": [
+                f"no durable lock for issue #{issue_number}; heartbeat cannot "
+                "acquire a claim (fail closed)"
+            ],
+        }
+
+    if issue_lock_store.is_legacy_lease(existing):
+        # AC-N8 exit route one: canonical exact-owner rebinding. The other exit
+        # is terminal retirement, which is Slice B.
+        outcome = issue_lock_store.rebind_legacy_lock(
+            remote=remote,
+            org=o,
+            repo=r,
+            issue_number=issue_number,
+            branch_name=branch_name,
+            worktree_path=resolved_worktree,
+            identity=identity,
+            profile=profile,
+            expected_generation=expected_generation,
+        )
+        outcome["operation"] = "legacy_rebind"
+        return outcome
+
+    outcome = issue_lock_store.heartbeat_session_lock(
+        remote=remote,
+        org=o,
+        repo=r,
+        issue_number=issue_number,
+        branch_name=branch_name,
+        worktree_path=resolved_worktree,
+        identity=identity,
+        profile=profile,
+        task_session_id=str(task_session_id or ""),
+        expected_generation=expected_generation,
+    )
+    outcome["operation"] = "heartbeat"
+    return outcome
+
+
 @mcp.tool()
 def gitea_assess_work_issue_duplicate(
     issue_number: int,
@@ -15538,7 +15697,8 @@ def mcp_get_control_plane_guide(
     profile = get_profile()
     allowed = profile["allowed_operations"]
     forbidden = profile["forbidden_operations"]
-    role = _role_kind(allowed, forbidden)
+    # Prefer declared profile role so controller is not mislabeled reconciler (#840).
+    role = _profile_role_kind(profile)
     username = _authenticated_username(h)
 
     identity = {
@@ -15597,6 +15757,16 @@ def mcp_get_control_plane_guide(
             "user, and merging requires explicit operator authorization plus the "
             "'MERGE PR <n>' confirmation. "
             "Review and merge are separate workflow roles. A reviewer approval is not merge authorization.")
+    elif role == "controller":
+        guidance.append(
+            "Controller profile: route work via "
+            "gitea_route_task_session(task_type='process_work_queue') then "
+            "gitea_allocate_next_work (allocation_mode=cross_role by default). "
+            "The allocator returns exactly one authoritative selection with "
+            "required_role / required_profile / selected_action. Do not "
+            "implement, review, approve, or merge in this session — schedule "
+            "the matching role namespace instead. Dashboard output is "
+            "explanatory only and never replaces allocator selection.")
     elif role == "mixed":
         guidance.append(
             "WARNING: this profile allows both authoring and "
@@ -15806,7 +15976,8 @@ def gitea_whoami(
             "environment": profile.get("environment"),
             "service": profile.get("service"),
             "identity": profile.get("identity"),
-            "role": profile.get("role"),
+            "role": profile.get("role") or _profile_role_kind(profile),
+            "role_kind": _profile_role_kind(profile),
             "profile_address": profile.get("profile_path"),
             "execution_profile": profile.get("execution_profile"),
             "audit_label": profile.get("audit_label"),
@@ -20590,9 +20761,10 @@ def gitea_allocate_next_work(
     candidates_json: Any = None,
     exclude_issue_numbers: list[int] | None = None,
     expected_candidate_set_fingerprint: str | None = None,
+    allocation_mode: str | None = None,
     limit: int = 50,
 ) -> dict:
-    """Controller-owned next-work allocator using the #613 control-plane DB (#600).
+    """Controller-owned next-work allocator using the #613 control-plane DB (#600/#840).
 
     Workers must not self-select exclusive work under the standard multi-LLM
     workflow. Call this tool instead.
@@ -20602,6 +20774,14 @@ def gitea_allocate_next_work(
     ``ControlPlaneDB.assign_and_lease`` (never file locks or comment-only
     leases as the coordination source).
 
+    *allocation_mode* (#840): when the active role is controller (or mode is
+    ``cross_role``), inspect the complete queue and return exactly one
+    authoritative selection with selected item, action, required_role,
+    required_profile/namespace, pins, and allocation/lease evidence.
+    Role-scoped workers pass ``role=author|reviewer|merger|reconciler`` (or
+    omit for profile role) for single-role filtering. Controller routes only
+    and does not perform downstream mutations.
+
     Outcomes include: ``assigned_work``, ``preview``, ``wait``,
     ``blocked_by_terminal_path``, ``no_safe_work``, ``role_ineligible``,
     ``blocked_by_excluded_own_lease``, ``candidate_set_drift``.
@@ -20736,6 +20916,7 @@ def gitea_allocate_next_work(
             controller_instance_id=allocator_service.resolve_controller_instance_id(),
             exclude_issue_numbers=exclude_issue_numbers,
             expected_candidate_set_fingerprint=expected_candidate_set_fingerprint,
+            allocation_mode=allocation_mode,
         )
     except ValueError as exc:
         return {

issue_lock_store.py

@@ -15,15 +15,27 @@ import json
 import os
 import re
 import tempfile
+import uuid
 from contextlib import contextmanager
 from datetime import datetime, timedelta, timezone
 from typing import Any
 
+import lease_policy
+
 LOCK_DIR_ENV = "GITEA_ISSUE_LOCK_DIR"
 DEFAULT_LOCK_DIR = os.path.expanduser("~/.cache/gitea-tools/issue-locks")
-WORK_LEASE_TTL_HOURS = 4
 AUTHOR_ISSUE_WORK_LEASE = "author_issue_work"
 
+# Freshness classifications. ``STATUS_STALE`` remains the dead-PID band that
+# #753 recovery keys on; the two bands below are new in #790 Slice A and apply
+# only to leases minted under the heartbeat lifecycle.
+STATUS_LIVE = "live"
+STATUS_EXPIRED = "expired"
+STATUS_ABSENT = "absent"
+STATUS_STALE = "stale"
+STATUS_STALE_MISSED_HEARTBEAT = "stale_missed_heartbeat"
+STATUS_STALE_ABSOLUTE_CAP = "stale_absolute_cap"
+
 _SAFE_SEGMENT_RE = re.compile(r"[^A-Za-z0-9._+-]+")
 
 
@@ -253,6 +265,331 @@ def bind_session_lock(
     return path
 
 
+def _ownership_refusals(
+    lock: dict[str, Any],
+    *,
+    issue_number: int,
+    branch_name: str,
+    worktree_path: str,
+    identity: str | None,
+    profile: str | None,
+) -> list[str]:
+    """Exact-ownership mismatches between a durable lock and a live caller.
+
+    Shared by the heartbeat writer and the legacy rebind path so the two cannot
+    disagree about what "the same owner" means. Every field is compared against
+    durable state; nothing is taken on the caller's word beyond the identity the
+    server itself resolved.
+    """
+    reasons: list[str] = []
+    if lock.get("issue_number") != issue_number:
+        reasons.append(
+            f"lock targets issue #{lock.get('issue_number')}, not #{issue_number}"
+        )
+    if str(lock.get("branch_name") or "") != str(branch_name or ""):
+        reasons.append(
+            f"lock branch '{lock.get('branch_name')}' does not match '{branch_name}'"
+        )
+    if not _same_realpath(str(lock.get("worktree_path") or ""), worktree_path):
+        reasons.append(
+            f"lock worktree '{lock.get('worktree_path')}' does not match "
+            f"'{worktree_path}'"
+        )
+    lease = lock.get("work_lease") if isinstance(lock, dict) else None
+    claimant = lease.get("claimant") if isinstance(lease, dict) else None
+    claimant = claimant if isinstance(claimant, dict) else {}
+    recorded_identity = str(claimant.get("username") or "").strip()
+    recorded_profile = str(claimant.get("profile") or "").strip()
+    if not recorded_identity or not recorded_profile:
+        reasons.append("lock does not record both a claimant username and profile")
+    if recorded_identity and recorded_identity != str(identity or "").strip():
+        reasons.append(
+            f"lock claimant '{recorded_identity}' does not match active identity "
+            f"'{str(identity or '').strip() or 'unknown'}'"
+        )
+    if recorded_profile and recorded_profile != str(profile or "").strip():
+        reasons.append(
+            f"lock profile '{recorded_profile}' does not match active profile "
+            f"'{str(profile or '').strip() or 'unknown'}'"
+        )
+    return reasons
+
+
+def _refusal(reasons: list[str], **extra: Any) -> dict[str, Any]:
+    return {"success": False, "performed": False, "reasons": reasons, **extra}
+
+
+def heartbeat_session_lock(
+    *,
+    remote: str,
+    org: str,
+    repo: str,
+    issue_number: int,
+    branch_name: str,
+    worktree_path: str,
+    identity: str | None,
+    profile: str | None,
+    task_session_id: str,
+    expected_generation: int | None = None,
+    lock_dir: str | None = None,
+    now: datetime | None = None,
+) -> dict[str, Any]:
+    """Slide a heartbeat-lifecycle lease forward (#790 Slice A, A4).
+
+    The write happens inside the same per-issue ``flock`` that serializes
+    acquisition, and under the #772 generation compare-and-swap, so a heartbeat
+    can never race a concurrent reclaim: whichever lands first moves the
+    generation and the other fails closed.
+
+    Refuses — never revives — in every ambiguous case. A lease that has already
+    lapsed past its grace is *not* heartbeatable: allowing that would let a
+    session that stopped proving liveness restore ownership retroactively, which
+    is precisely the revival AC-N5 forbids. Such a session must go through the
+    sanctioned reclaim path, which mints a fresh generation.
+    """
+    current = _lease_now(now)
+    root = _ensure_lock_dir(lock_dir)
+    path = lock_file_path(
+        remote=remote, org=org, repo=repo, issue_number=issue_number, lock_dir=root
+    )
+    declared_session = str(task_session_id or "").strip()
+    if not declared_session:
+        return _refusal(["no task_session_id supplied (fail closed)"])
+
+    sentinel = flock_path(path)
+    try:
+        with _exclusive_file_lock(sentinel):
+            lock = read_lock_file(path)
+            if not lock:
+                return _refusal([f"no durable lock for issue #{issue_number}"])
+
+            if is_legacy_lease(lock):
+                return _refusal(
+                    [
+                        "lock predates the heartbeat lifecycle; it must be rebound "
+                        "by its exact owner before it can be heartbeated"
+                    ],
+                    lifecycle=lease_lifecycle_version(lock),
+                    legacy_lease=True,
+                )
+
+            reasons = _ownership_refusals(
+                lock,
+                issue_number=issue_number,
+                branch_name=branch_name,
+                worktree_path=worktree_path,
+                identity=identity,
+                profile=profile,
+            )
+            recorded_session = lease_task_session_id(lock)
+            if not recorded_session:
+                reasons.append(
+                    "lock declares the heartbeat lifecycle but records no "
+                    "task_session_id (fail closed)"
+                )
+            elif recorded_session != declared_session:
+                # A superseded session holding an old identifier cannot heartbeat
+                # over the session that replaced it.
+                reasons.append(
+                    "task_session_id does not match the session recorded on the lock"
+                )
+            if reasons:
+                return _refusal(reasons)
+
+            current_generation = lock_generation(lock)
+            if (
+                expected_generation is not None
+                and current_generation != expected_generation
+            ):
+                return _refusal(
+                    [
+                        f"lock generation changed: expected {expected_generation}, "
+                        f"found {current_generation}; another session reclaimed or "
+                        "replaced this claim (fail closed)"
+                    ],
+                    lock_generation=current_generation,
+                )
+
+            freshness = assess_lock_freshness(lock, now=current)
+            if not freshness.get("live"):
+                return _refusal(
+                    [
+                        f"lease is not live ({freshness.get('status')}): "
+                        f"{freshness.get('reason')}; a lapsed lease must be "
+                        "reclaimed, not heartbeated"
+                    ],
+                    freshness=freshness,
+                )
+
+            policy = lease_policy.policy_for(lease_task_class(lock))
+            expires = current + timedelta(minutes=policy.initial_ttl_minutes)
+            record = dict(lock)
+            lease = dict(record.get("work_lease") or {})
+            prior_heartbeat = lease.get("last_heartbeat_at")
+            lease["last_heartbeat_at"] = _format_lease_timestamp(current)
+            lease["expires_at"] = _format_lease_timestamp(expires)
+            try:
+                lease["heartbeat_count"] = int(lease.get("heartbeat_count") or 0) + 1
+            except (TypeError, ValueError):
+                lease["heartbeat_count"] = 1
+            record["work_lease"] = lease
+            record["lock_generation"] = current_generation + 1
+            save_lock_file(path, record)
+    except LockContentionError as exc:
+        return _refusal([f"issue #{issue_number} lock contention: {exc} (fail closed)"])
+
+    return {
+        "success": True,
+        "performed": True,
+        "issue_number": issue_number,
+        "branch_name": branch_name,
+        "worktree_path": worktree_path,
+        "task_session_id": declared_session,
+        "lock_generation": record["lock_generation"],
+        "prior_generation": current_generation,
+        "prior_heartbeat_at": prior_heartbeat,
+        "last_heartbeat_at": lease["last_heartbeat_at"],
+        "expires_at": lease["expires_at"],
+        "heartbeat_count": lease["heartbeat_count"],
+        "lock_file_path": path,
+        "policy": lease_policy.describe(lease_task_class(record)),
+        "freshness": assess_lock_freshness(record, now=current),
+    }
+
+
+def rebind_legacy_lock(
+    *,
+    remote: str,
+    org: str,
+    repo: str,
+    issue_number: int,
+    branch_name: str,
+    worktree_path: str,
+    identity: str | None,
+    profile: str | None,
+    expected_generation: int | None = None,
+    lock_dir: str | None = None,
+    now: datetime | None = None,
+) -> dict[str, Any]:
+    """Move a legacy lock into the heartbeat lifecycle (#790 AC-N8).
+
+    One of the two sanctioned exits from the preserved-expiry legacy state; the
+    other is terminal retirement, which is Slice B. Only the exact recorded
+    owner may rebind, and only while the legacy lock is still live under its
+    original absolute expiry — an already-expired legacy lease belongs to the
+    #760 renewal path or #601 reclaim, and this must not become a second, weaker
+    way to revive one.
+
+    The rebind mints a genuine task-session identifier and a genuine first
+    heartbeat. It does not fabricate history: the original creation and expiry
+    are preserved under ``legacy_origin`` for audit, and the new lifecycle's
+    absolute cap runs from the rebind, not from the legacy claim.
+    """
+    current = _lease_now(now)
+    root = _ensure_lock_dir(lock_dir)
+    path = lock_file_path(
+        remote=remote, org=org, repo=repo, issue_number=issue_number, lock_dir=root
+    )
+    sentinel = flock_path(path)
+    try:
+        with _exclusive_file_lock(sentinel):
+            lock = read_lock_file(path)
+            if not lock:
+                return _refusal([f"no durable lock for issue #{issue_number}"])
+            if not is_legacy_lease(lock):
+                return _refusal(
+                    [
+                        "lock is already on the heartbeat lifecycle; use the "
+                        "heartbeat path"
+                    ],
+                    lifecycle=lease_lifecycle_version(lock),
+                    legacy_lease=False,
+                )
+
+            reasons = _ownership_refusals(
+                lock,
+                issue_number=issue_number,
+                branch_name=branch_name,
+                worktree_path=worktree_path,
+                identity=identity,
+                profile=profile,
+            )
+            if reasons:
+                return _refusal(reasons)
+
+            current_generation = lock_generation(lock)
+            if (
+                expected_generation is not None
+                and current_generation != expected_generation
+            ):
+                return _refusal(
+                    [
+                        f"lock generation changed: expected {expected_generation}, "
+                        f"found {current_generation} (fail closed)"
+                    ],
+                    lock_generation=current_generation,
+                )
+
+            freshness = assess_lock_freshness(lock, now=current)
+            if not freshness.get("live"):
+                return _refusal(
+                    [
+                        f"legacy lease is not live ({freshness.get('status')}): "
+                        f"{freshness.get('reason')}; rebinding is not a recovery "
+                        "path for a lapsed lease"
+                    ],
+                    freshness=freshness,
+                )
+
+            policy = lease_policy.policy_for(lease_task_class(lock))
+            expires = current + timedelta(minutes=policy.initial_ttl_minutes)
+            session_id = mint_task_session_id(lease_task_class(lock))
+            record = dict(lock)
+            lease = dict(record.get("work_lease") or {})
+            legacy_origin = {
+                "created_at": lease.get("created_at"),
+                "expires_at": lease.get("expires_at"),
+                "last_heartbeat_at": lease.get("last_heartbeat_at"),
+                "lifecycle": lease_policy.LIFECYCLE_LEGACY,
+            }
+            lease["lifecycle_version"] = lease_policy.LIFECYCLE_HEARTBEAT_V1
+            lease["task_session_id"] = session_id
+            lease["created_at"] = _format_lease_timestamp(current)
+            lease["last_heartbeat_at"] = _format_lease_timestamp(current)
+            lease["expires_at"] = _format_lease_timestamp(expires)
+            lease["heartbeat_count"] = 1
+            record["work_lease"] = lease
+            record["legacy_rebind"] = {
+                "rebound_at": _format_lease_timestamp(current),
+                "task_session_id": session_id,
+                "prior_generation": current_generation,
+                "legacy_origin": legacy_origin,
+                "reason": (
+                    "legacy lock rebound into the heartbeat lifecycle by its exact "
+                    "recorded owner"
+                ),
+            }
+            record["lock_generation"] = current_generation + 1
+            save_lock_file(path, record)
+    except LockContentionError as exc:
+        return _refusal([f"issue #{issue_number} lock contention: {exc} (fail closed)"])
+
+    return {
+        "success": True,
+        "performed": True,
+        "issue_number": issue_number,
+        "task_session_id": session_id,
+        "lock_generation": record["lock_generation"],
+        "prior_generation": current_generation,
+        "lifecycle": lease_policy.LIFECYCLE_HEARTBEAT_V1,
+        "legacy_rebind": record["legacy_rebind"],
+        "expires_at": lease["expires_at"],
+        "last_heartbeat_at": lease["last_heartbeat_at"],
+        "lock_file_path": path,
+        "freshness": assess_lock_freshness(record, now=current),
+    }
+
+
 def read_session_issue_lock(lock_dir: str | None = None) -> dict[str, Any] | None:
     root = (lock_dir or default_lock_dir()).strip()
     pointer = read_lock_file(session_pointer_path(root))
@@ -336,6 +673,16 @@ def _parse_lease_timestamp(value: str | None) -> datetime | None:
         return None
 
 
+def _format_lease_timestamp(value: datetime) -> str:
+    """Serialize a lease timestamp in the durable ``...Z`` form already on disk."""
+    return (
+        value.astimezone(timezone.utc)
+        .replace(microsecond=0)
+        .isoformat()
+        .replace("+00:00", "Z")
+    )
+
+
 def lease_expires_at(lock: dict[str, Any] | None) -> datetime | None:
     if not lock:
         return None
@@ -356,60 +703,216 @@ def is_lease_live(lock: dict[str, Any] | None, *, now: datetime | None = None) -
     return assess_lock_freshness(lock, now=now)["live"]
 
 
+def lease_task_class(lock_data: dict[str, Any] | None) -> str:
+    """Policy task class for a durable lock; author work when unrecorded."""
+    lease = lock_data.get("work_lease") if isinstance(lock_data, dict) else None
+    if isinstance(lease, dict):
+        recorded = str(lease.get("operation_type") or "").strip()
+        if recorded:
+            return recorded
+    return AUTHOR_ISSUE_WORK_LEASE
+
+
+def lease_lifecycle_version(lock_data: dict[str, Any] | None) -> str:
+    """Read the durable lifecycle marker (#790 AC-N8).
+
+    The marker is the *only* discriminator between a heartbeat-lifecycle lease
+    and a legacy one. Timestamps are deliberately not consulted: a lock minted
+    before this lifecycle existed has ``last_heartbeat_at == created_at``
+    forever, and reading that equality as "recently heartbeated" would treat
+    every never-heartbeated legacy lock as fresh — the precise inversion AC-N8
+    forbids. A newly minted heartbeat lease also has the two equal, so the
+    equality carries no information in either direction.
+    """
+    lease = lock_data.get("work_lease") if isinstance(lock_data, dict) else None
+    if isinstance(lease, dict):
+        recorded = str(lease.get("lifecycle_version") or "").strip()
+        if recorded:
+            return recorded
+    return lease_policy.LIFECYCLE_LEGACY
+
+
+def is_legacy_lease(lock_data: dict[str, Any] | None) -> bool:
+    """True when a lock predates the shared heartbeat lifecycle."""
+    return lease_lifecycle_version(lock_data) != lease_policy.LIFECYCLE_HEARTBEAT_V1
+
+
+def lease_task_session_id(lock_data: dict[str, Any] | None) -> str:
+    """Recorded per-task session identifier, or empty for a legacy lock."""
+    lease = lock_data.get("work_lease") if isinstance(lock_data, dict) else None
+    if isinstance(lease, dict):
+        return str(lease.get("task_session_id") or "").strip()
+    return ""
+
+
+def mint_task_session_id(task_class: str = AUTHOR_ISSUE_WORK_LEASE) -> str:
+    """Mint an ownership key for one task (#790 AC-N1).
+
+    Deliberately contains no process identifier. The recorded PID belongs to the
+    long-lived MCP daemon, which outlives any individual task and is reused by
+    every task it serves, so PID digits cannot identify *which* task holds a
+    claim. The PID is still recorded alongside this value as evidence.
+    """
+    prefix = _sanitize_segment(str(task_class or AUTHOR_ISSUE_WORK_LEASE))
+    return f"{prefix}-{uuid.uuid4().hex[:16]}"
+
+
+def _lease_heartbeat_at(lock_data: dict[str, Any] | None) -> datetime | None:
+    lease = lock_data.get("work_lease") if isinstance(lock_data, dict) else None
+    heartbeat_at = None
+    if isinstance(lock_data, dict):
+        heartbeat_at = _parse_lease_timestamp(lock_data.get("last_heartbeat_at"))
+    if heartbeat_at is None and isinstance(lease, dict):
+        heartbeat_at = _parse_lease_timestamp(lease.get("last_heartbeat_at"))
+    return heartbeat_at
+
+
 def assess_lock_freshness(
     lock_data: dict[str, Any] | None,
     *,
     now: datetime | None = None,
 ) -> dict[str, Any]:
-    """Classify a lock as live, expired, stale, or absent."""
+    """Classify a lock as live, expired, stale, or absent.
+
+    #790 Slice A makes the heartbeat load-bearing. Before this change
+    ``last_heartbeat_at`` was parsed and then never consulted: liveness was
+    decided entirely by the absolute ``expires_at`` and by PID liveness, and
+    since the recorded PID is the long-lived MCP daemon, an abandoned author
+    task stayed "live" for the full four-hour TTL.
+
+    Two rules govern the rewrite:
+
+    * **An alive PID never establishes freshness** (AC-N2). It proves the daemon
+      is up, nothing about the task. It is recorded as evidence and no branch
+      returns ``live`` because of it.
+    * **A dead PID still corroborates staleness.** The dead-PID band is
+      unchanged and still precedes every heartbeat evaluation, so #753
+      dead-session recovery keys on exactly the classification it always did.
+
+    Legacy leases (AC-N8) keep their recorded absolute expiry and are never
+    evaluated against the short heartbeat grace, so deploying this change cannot
+    make an existing claim instantly reclaimable.
+    """
     current = _lease_now(now)
     if not lock_data:
         return {
-            "status": "absent",
+            "status": STATUS_ABSENT,
             "live": False,
             "stale": False,
             "reason": "no lock record",
         }
 
-    expires_at = lease_expires_at(lock_data)
     lease = lock_data.get("work_lease")
-    heartbeat_at = _parse_lease_timestamp(lock_data.get("last_heartbeat_at"))
+    expires_at = lease_expires_at(lock_data)
-    if heartbeat_at is None and isinstance(lease, dict):
+    heartbeat_at = _lease_heartbeat_at(lock_data)
-        heartbeat_at = _parse_lease_timestamp(lease.get("last_heartbeat_at"))
+    created_at = (
+        _parse_lease_timestamp(lease.get("created_at"))
+        if isinstance(lease, dict)
+        else None
+    )
 
     pid = lock_data.get("session_pid")
     if pid is None:
         pid = lock_data.get("pid")
+    # Evidence only. Never consulted to grant liveness (AC-N2).
     pid_alive = is_process_alive(pid) if pid is not None else False
 
-    if expires_at and expires_at <= current:
+    lifecycle = lease_lifecycle_version(lock_data)
-        return {
+    legacy = lifecycle != lease_policy.LIFECYCLE_HEARTBEAT_V1
-            "status": "expired",
+    policy = lease_policy.policy_for(lease_task_class(lock_data))
-            "live": False,
-            "stale": True,
-            "reason": f"lease expired at {expires_at.isoformat()}",
-            "pid_alive": pid_alive,
-        }
 
-    if pid is not None and not pid_alive:
+    evidence: dict[str, Any] = {
-        return {
-            "status": "stale",
-            "live": False,
-            "stale": True,
-            "reason": f"owner pid {pid} is not alive",
-            "pid_alive": False,
-        }
-
-    return {
-        "status": "live",
-        "live": True,
-        "stale": False,
-        "reason": "lock heartbeat and lease are fresh",
         "pid_alive": pid_alive,
+        "lifecycle": lifecycle,
+        "legacy_lease": legacy,
+        "task_session_id": lease_task_session_id(lock_data) or None,
         "heartbeat_at": heartbeat_at.isoformat() if heartbeat_at else None,
         "expires_at": expires_at.isoformat() if expires_at else None,
     }
 
+    def _result(status: str, *, live: bool, reason: str, **extra: Any) -> dict[str, Any]:
+        return {
+            "status": status,
+            "live": live,
+            "stale": not live and status != STATUS_ABSENT,
+            "reason": reason,
+            **evidence,
+            **extra,
+        }
+
+    if legacy:
+        # AC-N8: the preserved absolute expiry is the only clock for a lock
+        # written before task-session heartbeats existed.
+        if expires_at and expires_at <= current:
+            return _result(
+                STATUS_EXPIRED,
+                live=False,
+                reason=f"lease expired at {expires_at.isoformat()}",
+            )
+        if pid is not None and not pid_alive:
+            return _result(
+                STATUS_STALE, live=False, reason=f"owner pid {pid} is not alive"
+            )
+        return _result(
+            STATUS_LIVE,
+            live=True,
+            reason=(
+                "legacy lease is within its recorded absolute expiry; the "
+                "heartbeat grace does not apply retroactively"
+            ),
+            legacy_expiry_preserved=True,
+        )
+
+    # ── Heartbeat lifecycle ──
+    if pid is not None and not pid_alive:
+        # Unchanged dead-PID band: #753 recovery depends on this exact status.
+        return _result(STATUS_STALE, live=False, reason=f"owner pid {pid} is not alive")
+
+    if heartbeat_at is None:
+        # Contradictory: a heartbeat lease must carry a heartbeat. Fail closed.
+        return _result(
+            STATUS_STALE_MISSED_HEARTBEAT,
+            live=False,
+            reason=(
+                f"lease declares lifecycle '{lifecycle}' but records no "
+                "last_heartbeat_at (fail closed)"
+            ),
+        )
+
+    if policy.absolute_cap_hours and created_at is not None:
+        cap_at = created_at + timedelta(hours=policy.absolute_cap_hours)
+        if cap_at <= current:
+            return _result(
+                STATUS_STALE_ABSOLUTE_CAP,
+                live=False,
+                reason=(
+                    f"lease exceeded its {policy.absolute_cap_hours}h absolute cap "
+                    f"at {cap_at.isoformat()}; canonical re-adoption is required"
+                ),
+                absolute_cap_at=cap_at.isoformat(),
+            )
+
+    grace_at = heartbeat_at + timedelta(minutes=policy.missed_heartbeat_grace_minutes)
+    if grace_at <= current or (expires_at is not None and expires_at <= current):
+        return _result(
+            STATUS_STALE_MISSED_HEARTBEAT,
+            live=False,
+            reason=(
+                f"no valid heartbeat since {heartbeat_at.isoformat()}; the "
+                f"{policy.missed_heartbeat_grace_minutes}min grace lapsed at "
+                f"{grace_at.isoformat()}"
+            ),
+            missed_heartbeat_since=grace_at.isoformat(),
+        )
+
+    warning_at = heartbeat_at + timedelta(minutes=policy.stale_warning_minutes)
+    return _result(
+        STATUS_LIVE,
+        live=True,
+        reason="lease heartbeat is fresh within the configured grace",
+        heartbeat_warning=warning_at <= current,
+    )
+
 
 def _same_realpath(left: str | None, right: str | None) -> bool:
     if not left or not right:
@@ -446,6 +949,27 @@ def assess_expired_lock_reclaim(
             "reasons": ["lock is still live; cannot reclaim (fail closed)"],
             "freshness": freshness,
         }
+    status = str(freshness.get("status") or "")
+    if status in (STATUS_STALE_MISSED_HEARTBEAT, STATUS_STALE_ABSOLUTE_CAP):
+        # #790: under the heartbeat lifecycle the heartbeat *is* the liveness
+        # proof, so a session that stopped heartbeating past its grace has
+        # released its claim by definition. Requiring a dead PID on top of that
+        # would reinstate the original defect — the recorded PID is the shared
+        # daemon, which stays alive across every abandoned task it ever served.
+        #
+        # This band is unreachable for a legacy lease (AC-N8), so no lock
+        # written before this lifecycle can be reclaimed by this path.
+        return {
+            "reclaim_allowed": True,
+            "reasons": [
+                f"heartbeat-lifecycle lease is {status}: {freshness.get('reason')}"
+            ],
+            "freshness": freshness,
+            "prior_branch": existing_lock.get("branch_name"),
+            "prior_worktree": existing_lock.get("worktree_path"),
+            "prior_pid": existing_lock.get("session_pid") or existing_lock.get("pid"),
+            "prior_task_session_id": lease_task_session_id(existing_lock) or None,
+        }
     pid = existing_lock.get("session_pid")
     if pid is None:
         pid = existing_lock.get("pid")

lease_policy.py

@@ -0,0 +1,212 @@
+"""Central lease policy configuration (#790 Slice A, AC-N7).
+
+The single authoritative source for every lease duration in the project. Before
+this module the numbers were scattered: a four-hour author TTL was declared
+twice (``issue_lock_store`` and ``gitea_mcp_server``), the reviewer/merger
+sliding window lived in ``reviewer_pr_lease``, the conflict-fix window in
+``pr_work_lease``, and the control-plane default in ``control_plane_db``.
+Nothing tied them together, so tuning one class silently diverged from the
+others and no reader could answer "how long does a lease live?" without
+grepping four files.
+
+AC-N7 requires that this configuration exist *before* the first heartbeat and
+TTL behavior that reads from it, so it ships in Slice A rather than trailing the
+code it governs.
+
+Deliberate boundaries:
+
+* **Declaration is not rewiring.** Every task class is declared here, but only
+  those with ``heartbeat_lifecycle_active`` were migrated onto the shared
+  heartbeat lifecycle in Slice A — currently ``author_issue_work`` alone.
+  Reviewer, merger, and conflict-fix leases keep their own existing behavior
+  until Slice C moves them; their numbers are recorded here so the two cannot
+  drift apart unnoticed, and ``tests/test_issue_790_lease_policy.py`` asserts
+  the recorded values still equal the constants those modules use.
+* **No policy decision lives here.** This module answers "how long", never "may
+  this session proceed". Freshness, reclaim, and renewal dispositions stay in
+  ``issue_lock_store``.
+"""
+
+from __future__ import annotations
+
+import os
+from dataclasses import dataclass
+from typing import Any
+
+# Task classes. Only the first is migrated onto the shared lifecycle in Slice A.
+TASK_CLASS_AUTHOR_ISSUE_WORK = "author_issue_work"
+TASK_CLASS_REVIEWER_PR = "reviewer_pr"
+TASK_CLASS_MERGER_PR = "merger_pr"
+TASK_CLASS_CONFLICT_FIX = "conflict_fix"
+
+# Durable marker for a lease minted under the shared heartbeat lifecycle.
+#
+# #790 AC-N8: this explicit marker — never a timestamp comparison — is what
+# distinguishes a heartbeat-lifecycle lease from a legacy one. A lock written
+# before this lifecycle existed carries no marker and reads as
+# ``LIFECYCLE_LEGACY``.
+LIFECYCLE_HEARTBEAT_V1 = "heartbeat-v1"
+LIFECYCLE_LEGACY = "legacy"
+
+_ENV_PREFIX = "GITEA_LEASE_POLICY"
+
+
+@dataclass(frozen=True)
+class LeasePolicy:
+    """Durations governing one task class.
+
+    All intervals are minutes except ``absolute_cap_hours``. ``None`` for the
+    cap means the class has no maximum continuous duration.
+    """
+
+    task_class: str
+    initial_ttl_minutes: float
+    heartbeat_cadence_minutes: float
+    stale_warning_minutes: float
+    missed_heartbeat_grace_minutes: float
+    absolute_cap_hours: float | None
+    recovery_grace_minutes: float
+    terminal_race_drain_minutes: float
+    terminal_retirement_eligible: bool
+    heartbeat_lifecycle_active: bool
+
+
+# Defaults. ``author_issue_work`` adopts the reviewer window proven by #747
+# rather than inventing new numbers: a lease expires 10 minutes after its last
+# valid heartbeat, warns at half that, and an actively heartbeating session is
+# never evicted. The prior value was a fixed four hours (240 minutes) that no
+# heartbeat could shorten — the defect this issue exists to correct.
+_DEFAULTS: dict[str, LeasePolicy] = {
+    TASK_CLASS_AUTHOR_ISSUE_WORK: LeasePolicy(
+        task_class=TASK_CLASS_AUTHOR_ISSUE_WORK,
+        initial_ttl_minutes=10.0,
+        heartbeat_cadence_minutes=2.0,
+        stale_warning_minutes=5.0,
+        missed_heartbeat_grace_minutes=10.0,
+        absolute_cap_hours=8.0,
+        recovery_grace_minutes=10.0,
+        terminal_race_drain_minutes=2.0,
+        terminal_retirement_eligible=True,
+        heartbeat_lifecycle_active=True,
+    ),
+    # Declared, not rewired. These mirror reviewer_pr_lease.LEASE_TTL_MINUTES
+    # and STALE_WARNING_MINUTES; Slice C migrates the call sites.
+    TASK_CLASS_REVIEWER_PR: LeasePolicy(
+        task_class=TASK_CLASS_REVIEWER_PR,
+        initial_ttl_minutes=10.0,
+        heartbeat_cadence_minutes=2.0,
+        stale_warning_minutes=5.0,
+        missed_heartbeat_grace_minutes=10.0,
+        absolute_cap_hours=None,
+        recovery_grace_minutes=10.0,
+        terminal_race_drain_minutes=2.0,
+        terminal_retirement_eligible=False,
+        heartbeat_lifecycle_active=False,
+    ),
+    TASK_CLASS_MERGER_PR: LeasePolicy(
+        task_class=TASK_CLASS_MERGER_PR,
+        initial_ttl_minutes=10.0,
+        heartbeat_cadence_minutes=2.0,
+        stale_warning_minutes=5.0,
+        missed_heartbeat_grace_minutes=10.0,
+        absolute_cap_hours=None,
+        recovery_grace_minutes=10.0,
+        terminal_race_drain_minutes=2.0,
+        terminal_retirement_eligible=False,
+        heartbeat_lifecycle_active=False,
+    ),
+    # Mirrors pr_work_lease.DEFAULT_CONFLICT_FIX_TTL_MINUTES. Deliberately left
+    # at its current window; shortening it is Slice C's call, not this slice's.
+    TASK_CLASS_CONFLICT_FIX: LeasePolicy(
+        task_class=TASK_CLASS_CONFLICT_FIX,
+        initial_ttl_minutes=120.0,
+        heartbeat_cadence_minutes=2.0,
+        stale_warning_minutes=5.0,
+        missed_heartbeat_grace_minutes=10.0,
+        absolute_cap_hours=None,
+        recovery_grace_minutes=10.0,
+        terminal_race_drain_minutes=2.0,
+        terminal_retirement_eligible=False,
+        heartbeat_lifecycle_active=False,
+    ),
+}
+
+_NUMERIC_FIELDS = (
+    "initial_ttl_minutes",
+    "heartbeat_cadence_minutes",
+    "stale_warning_minutes",
+    "missed_heartbeat_grace_minutes",
+    "absolute_cap_hours",
+    "recovery_grace_minutes",
+    "terminal_race_drain_minutes",
+)
+
+
+def env_var_name(task_class: str, field: str) -> str:
+    """Environment variable that overrides one field of one task class."""
+    return f"{_ENV_PREFIX}_{task_class.upper()}_{field.upper()}"
+
+
+def _override(task_class: str, field: str, default: float | None) -> float | None:
+    """Read one override, falling back to *default* on anything unusable.
+
+    A malformed or non-positive override is ignored rather than raised: a typo
+    in an environment variable must not be able to mint a zero-length lease that
+    makes every claim instantly reclaimable, nor crash the server at import.
+    """
+    raw = (os.environ.get(env_var_name(task_class, field)) or "").strip()
+    if not raw:
+        return default
+    try:
+        value = float(raw)
+    except (TypeError, ValueError):
+        return default
+    if value <= 0:
+        return default
+    return value
+
+
+def policy_for(task_class: str) -> LeasePolicy:
+    """Return the effective policy for *task_class*.
+
+    Unknown task classes fall back to the author policy, which is the most
+    conservative migrated class, rather than raising — a new caller must never
+    be able to crash a lock write by naming a class this table has not learned.
+    """
+    key = str(task_class or "").strip() or TASK_CLASS_AUTHOR_ISSUE_WORK
+    base = _DEFAULTS.get(key) or _DEFAULTS[TASK_CLASS_AUTHOR_ISSUE_WORK]
+    resolved = {
+        field: _override(base.task_class, field, getattr(base, field))
+        for field in _NUMERIC_FIELDS
+    }
+    if all(resolved[field] == getattr(base, field) for field in _NUMERIC_FIELDS):
+        return base
+    return LeasePolicy(
+        task_class=base.task_class,
+        terminal_retirement_eligible=base.terminal_retirement_eligible,
+        heartbeat_lifecycle_active=base.heartbeat_lifecycle_active,
+        **resolved,
+    )
+
+
+def known_task_classes() -> tuple[str, ...]:
+    """Every declared task class, migrated or not."""
+    return tuple(_DEFAULTS)
+
+
+def describe(task_class: str) -> dict[str, Any]:
+    """Serializable view of a policy, for audit records and tool payloads."""
+    policy = policy_for(task_class)
+    return {
+        "task_class": policy.task_class,
+        "initial_ttl_minutes": policy.initial_ttl_minutes,
+        "heartbeat_cadence_minutes": policy.heartbeat_cadence_minutes,
+        "stale_warning_minutes": policy.stale_warning_minutes,
+        "missed_heartbeat_grace_minutes": policy.missed_heartbeat_grace_minutes,
+        "absolute_cap_hours": policy.absolute_cap_hours,
+        "recovery_grace_minutes": policy.recovery_grace_minutes,
+        "terminal_race_drain_minutes": policy.terminal_race_drain_minutes,
+        "terminal_retirement_eligible": policy.terminal_retirement_eligible,
+        "heartbeat_lifecycle_active": policy.heartbeat_lifecycle_active,
+        "lifecycle_version": LIFECYCLE_HEARTBEAT_V1,
+    }

namespace_workspace_binding.py

@@ -24,7 +24,12 @@ ROLE_WORKTREE_ENVS: dict[str, str] = {
     "reconciler": RECONCILER_WORKTREE_ENV,
 }
 
-NON_AUTHOR_ROLES = frozenset({"reviewer", "merger", "reconciler"})
+# Controller has no task worktree env — it routes only (#840).
+KNOWN_ROLE_KINDS = frozenset(
+    {"author", "reviewer", "merger", "reconciler", "controller"}
+)
+
+NON_AUTHOR_ROLES = frozenset({"reviewer", "merger", "reconciler", "controller"})
 
 
 def normalize_role_kind(
@@ -37,8 +42,12 @@ def normalize_role_kind(
     profile = (profile_name or "").strip().lower()
     if role == "reviewer" and "merger" in profile:
         return "merger"
+    if "controller" in profile or role == "controller":
+        return "controller"
     if role in ROLE_WORKTREE_ENVS:
         return role
+    if role in KNOWN_ROLE_KINDS:
+        return role
     return "author"
 
 
@@ -80,7 +89,7 @@ def resolve_namespace_workspace(
     """
     env_map = env if env is not None else os.environ
     role = normalize_role_kind(role_kind, profile_name=profile_name)
-    role_env_key = ROLE_WORKTREE_ENVS[role]
+    role_env_key = ROLE_WORKTREE_ENVS.get(role)
 
     # #618: durable author resolution — no silent control/master fallback.
     if role == "author" and verify_paths:
@@ -108,13 +117,17 @@ def resolve_namespace_workspace(
             )
         return workspace, source
 
+    role_env_candidate = (
+        (_env_value(env_map, role_env_key), f"{role_env_key} environment variable", True)
+        if role_env_key
+        else (None, "no role worktree env", True)
+    )
     for candidate, source, env_sourced in (
         (worktree_path, "worktree_path argument", False),
         (worktree, "worktree argument", False),
         (_env_value(env_map, ACTIVE_WORKTREE_ENV),
          f"{ACTIVE_WORKTREE_ENV} environment variable", True),
-        (_env_value(env_map, role_env_key),
+        role_env_candidate,
-         f"{role_env_key} environment variable", True),
         (session_lease_worktree if role in {"reviewer", "merger"} else None,
          "reviewer PR lease worktree", False),
         # Author lock derivation is handled by the durable path above when
@@ -433,7 +446,8 @@ def assess_namespace_mutation_workspace(
         reasons.append(
             f"{role} mutation blocked: workspace is the stable control checkout; "
             f"create or reconnect to a session-owned worktree under branches/ "
-            f"or set {ROLE_WORKTREE_ENVS[role]} / {ACTIVE_WORKTREE_ENV}"
+            f"or set {ROLE_WORKTREE_ENVS.get(role, ACTIVE_WORKTREE_ENV)} / "
+            f"{ACTIVE_WORKTREE_ENV}"
         )
     elif (
         role in {"reviewer", "merger"}

role_session_router.py

@@ -81,6 +81,12 @@ AUTHOR_TASKS = frozenset({
     "reconcile_landed_pr",
 })
 
+CONTROLLER_TASKS = frozenset({
+    "process_work_queue",
+    "process-work-queue",
+    "cross_role_allocate",
+})
+
 RECONCILER_TASKS = frozenset({
     "cleanup_merged_pr_branch",
     # #729: delete_branch is reconciler-owned (gitea.branch.delete is granted
@@ -132,6 +138,10 @@ TASK_REQUIRED_ROLE = {
     "reconcile_close_superseded_pr": "reconciler",
     "reconcile_close_satisfied_issue": "reconciler",
     "reconcile_create_followup_issue": "reconciler",
+    # #840: controller-owned generic queue allocation / routing.
+    "process_work_queue": "controller",
+    "process-work-queue": "controller",
+    "cross_role_allocate": "controller",
 }
 
 WRONG_ROLE_REVIEWER_MSG = (
@@ -147,6 +157,10 @@ WRONG_ROLE_MERGER_MSG = (
     "Wrong role/session for merger task. Launch merger MCP namespace."
 )
 
+WRONG_ROLE_CONTROLLER_MSG = (
+    "Wrong role/session for controller task. Launch controller MCP namespace."
+)
+
 _session_last_route: dict | None = None
 
 
@@ -281,6 +295,27 @@ def route_task_session(
         _record_route(result)
         return result
 
+    if required_role == "controller":
+        result = {
+            "task_type": task_type,
+            "required_role": required_role,
+            "active_role": active_role_kind,
+            "active_profile": active_profile,
+            "route_result": ROUTE_WRONG_ROLE,
+            "downstream_allowed": False,
+            "reasons": [
+                WRONG_ROLE_CONTROLLER_MSG,
+                "Controller tasks (process_work_queue / cross-role allocate) "
+                "cannot run in author, reviewer, merger, or reconciler "
+                "worker sessions.",
+            ],
+            "message": WRONG_ROLE_CONTROLLER_MSG,
+            "runtime_switching_supported": runtime_switching_supported,
+            "profile_switch_blocked": not runtime_switching_supported,
+        }
+        _record_route(result)
+        return result
+
     if required_role == "author":
         route = ROUTE_TO_AUTHOR
         message = (

task_capability_map.py

@@ -32,6 +32,15 @@ TASK_CAPABILITY_MAP: dict[str, dict[str, str]] = {
         "permission": "gitea.issue.comment",
         "role": "author",
     },
+    # #790 Slice A: prove an owned author lease is still active. Strictly
+    # narrower than lock_issue — it can only slide a lease this exact session
+    # already owns, never acquire, take over, or revive one — so it gates on the
+    # same authority rather than introducing an operation name that every
+    # already-configured author profile would be missing.
+    "heartbeat_issue_lock": {
+        "permission": "gitea.issue.comment",
+        "role": "author",
+    },
     "set_issue_labels": {
         "permission": "gitea.issue.comment",
         "role": "author",
@@ -309,8 +318,10 @@ TASK_CAPABILITY_MAP: dict[str, dict[str, str]] = {
         "permission": "gitea.pr.create",
         "role": "author",
     },
-    # #600: controller-owned allocator — any authenticated profile may call;
+    # #600: workers and controller may call with gitea.read; role-scoped workers
-    # routing enforces role match to selected work. Uses control-plane DB (#613).
+    # pass role=author|reviewer|merger|reconciler. Cross-role routing is the
+    # controller default (#840). The canonical generic queue *task type* is
+    # process_work_queue (controller-only below).
     "allocate_next_work": {
         "permission": "gitea.read",
         "role": "author",
@@ -319,6 +330,19 @@ TASK_CAPABILITY_MAP: dict[str, dict[str, str]] = {
         "permission": "gitea.read",
         "role": "author",
     },
+    # #840: documented generic queue task — controller routes only.
+    "process_work_queue": {
+        "permission": "gitea.read",
+        "role": "controller",
+    },
+    "process-work-queue": {
+        "permission": "gitea.read",
+        "role": "controller",
+    },
+    "cross_role_allocate": {
+        "permission": "gitea.read",
+        "role": "controller",
+    },
 
     # #601 first-class lease lifecycle — inspect/list need read; mutations gate on
     # ownership in the control-plane DB (not a separate Gitea write permission).

tests/test_arch01_platform.py

@@ -0,0 +1,572 @@
+"""Executable acceptance tests for ARCH-01 Slice A (#822).
+
+Each acceptance criterion (#822 §12) and named test (#822 §13) is exercised
+against a real SQLite database. The migration runs on a fresh DB in ``setUp``;
+the test-run output is the durable evidence the issue requires (§14).
+
+Enforcement being proven:
+
+* ``[TRUSTED-SERVICE]`` — the ``cp_*`` actor functions exist only on the
+  trusted kernel connection; a raw connection cannot satisfy the triggers.
+* ``[SCHEMA]`` — fail-closed aborts, exact dominance set, NOT-NULL class,
+  immutability, and the last-active-grant floor are enforced by
+  CHECK/FK/trigger, verified here including raw-write bypass and concurrency.
+"""
+
+from __future__ import annotations
+
+import os
+import sqlite3
+import tempfile
+import threading
+import unittest
+from concurrent.futures import ThreadPoolExecutor
+
+import arch01_platform as ap
+from arch01_platform import (
+    ALREADY_INSTALLED,
+    AUTHORIZATION_DENIED,
+    CONCURRENT_INSTALLATION_LOST,
+    DISTINGUISHED_ISSUER_ID,
+    DOMINANCE_SET_MISMATCH,
+    DOMINANCE_TUPLES,
+    INSTALLED,
+    INVALID_ACTOR_CONTEXT,
+    INVALID_BOOTSTRAP_STATE,
+    PlatformKernel,
+)
+
+INSTALLER = "platform.installer"
+
+_BOOTSTRAP_TABLES = (
+    "principal_equivalence_classes",
+    "principals",
+    "authoritative_issuers",
+    "authority_dominance",
+    "platform_bootstrap_seed",
+    "platform_bootstrap_grants",
+    "platform_active_invariant",
+    "install_state",
+)
+
+
+def _count(kernel: PlatformKernel, table: str) -> int:
+    return kernel._conn.execute(f"SELECT COUNT(*) FROM {table}").fetchone()[0]
+
+
+def _count_where(kernel: PlatformKernel, table: str, where: str) -> int:
+    return kernel._conn.execute(f"SELECT COUNT(*) FROM {table} WHERE {where}").fetchone()[0]
+
+
+def _all_bootstrap_empty(kernel: PlatformKernel) -> bool:
+    return all(_count(kernel, t) == 0 for t in _BOOTSTRAP_TABLES)
+
+
+class Arch01MemoryTest(unittest.TestCase):
+    """Single-connection behavior on an in-memory database."""
+
+    def setUp(self) -> None:
+        self.kernel = PlatformKernel(":memory:")
+
+    def tearDown(self) -> None:
+        self.kernel.close()
+
+    # -- AC1 -------------------------------------------------------------- #
+    def test_install_clean(self) -> None:  # t_install_clean(+)
+        res = self.kernel.install_platform(INSTALLER)
+        self.assertEqual(res.code, INSTALLED)
+        self.assertTrue(self.kernel.is_installed())
+        self.assertEqual(_count(self.kernel, "install_state"), 1)
+        self.assertEqual(self.kernel.active_grant_count(), 1)
+        self.assertIn(ap.EVT_PLATFORM_INSTALLED, self.kernel.audit_events())
+        rows = set(
+            self.kernel._conn.execute(
+                "SELECT dominant, subordinate FROM authority_dominance"
+            ).fetchall()
+        )
+        self.assertEqual(rows, set(DOMINANCE_TUPLES))
+        issuer_ref = self.kernel._conn.execute(
+            "SELECT i.issuer_ref FROM principals p JOIN authoritative_issuers i "
+            "ON p.issuer_id = i.issuer_id WHERE p.principal_id = ?",
+            (INSTALLER,),
+        ).fetchone()
+        self.assertEqual(issuer_ref[0], DISTINGUISHED_ISSUER_ID)
+
+    # -- AC2 -------------------------------------------------------------- #
+    def test_install_twice(self) -> None:  # t_install_twice(-)
+        self.assertEqual(self.kernel.install_platform(INSTALLER).code, INSTALLED)
+        res2 = self.kernel.install_platform(INSTALLER)
+        self.assertEqual(res2.code, ALREADY_INSTALLED)
+        self.assertEqual(_count(self.kernel, "principals"), 1)
+        self.assertEqual(_count(self.kernel, "platform_bootstrap_grants"), 1)
+        self.assertEqual(_count(self.kernel, "install_state"), 1)
+
+    # -- AC3 / AC5 -------------------------------------------------------- #
+    def test_install_stage_rollback(self) -> None:  # t_install_stage_rollback
+        for stop in range(1, 9):
+            with self.subTest(stages=stop):
+                k = PlatformKernel(":memory:")
+                try:
+                    self._partial_bootstrap_then_rollback(k, stop)
+                    self.assertTrue(
+                        _all_bootstrap_empty(k),
+                        f"partial rows survived rollback at stage {stop}",
+                    )
+                    self.assertFalse(k.is_installed())
+                finally:
+                    k.close()
+
+    def test_no_partial_after_rollback(self) -> None:  # t_no_partial_after_rollback
+        k = PlatformKernel(":memory:")
+        try:
+            code = self._seed_bootstrap_and_mark(k, dominance=DOMINANCE_TUPLES[:-1])
+            self.assertEqual(code, DOMINANCE_SET_MISMATCH)
+            self.assertTrue(_all_bootstrap_empty(k))
+            self.assertFalse(k.is_installed())
+        finally:
+            k.close()
+
+    # -- AC4 -------------------------------------------------------------- #
+    def test_dominance_missing(self) -> None:  # t_dominance_missing(-)
+        k = PlatformKernel(":memory:")
+        try:
+            self.assertEqual(
+                self._seed_bootstrap_and_mark(k, dominance=DOMINANCE_TUPLES[:-1]),
+                DOMINANCE_SET_MISMATCH,
+            )
+            self.assertFalse(k.is_installed())
+        finally:
+            k.close()
+
+    def test_dominance_extra(self) -> None:  # t_dominance_extra(-)
+        k = PlatformKernel(":memory:")
+        try:
+            extra = DOMINANCE_TUPLES + (("platform.bootstrap", "rogue.extra"),)
+            self.assertEqual(
+                self._seed_bootstrap_and_mark(k, dominance=extra),
+                DOMINANCE_SET_MISMATCH,
+            )
+            self.assertFalse(k.is_installed())
+        finally:
+            k.close()
+
+    def test_dominance_malformed(self) -> None:  # t_dominance_malformed(-)
+        k = PlatformKernel(":memory:")
+        try:
+            malformed = DOMINANCE_TUPLES[:-1] + (("supervisor.root", "WRONG.subordinate"),)
+            self.assertEqual(
+                self._seed_bootstrap_and_mark(k, dominance=malformed),
+                DOMINANCE_SET_MISMATCH,
+            )
+            self.assertFalse(k.is_installed())
+        finally:
+            k.close()
+
+    # -- AC6 -------------------------------------------------------------- #
+    def test_principal_no_class(self) -> None:  # t_principal_no_class(-)
+        with self.kernel.actor_context("op", "operator", "install"):
+            with self.assertRaises(sqlite3.IntegrityError):
+                self.kernel._conn.execute(
+                    "INSERT INTO principals"
+                    "(principal_id, actor_kind, current_class_id, issuer_id, registered_by, created_at) "
+                    "VALUES ('x', 'operator', NULL, NULL, NULL, '2026-01-01T00:00:00Z')"
+                )
+
+    # -- AC7 -------------------------------------------------------------- #
+    def test_noninstaller_null_issuer(self) -> None:  # t_nonobstaller_null_issuer(-)
+        self.assertEqual(self.kernel.install_platform(INSTALLER).code, INSTALLED)
+        with self.kernel.actor_context("op", "operator", "normal"):
+            cur = self.kernel._conn.execute(
+                "INSERT INTO principal_equivalence_classes(created_at) VALUES ('2026-01-01T00:00:00Z')"
+            )
+            class_id = cur.lastrowid
+            with self.assertRaises(sqlite3.IntegrityError) as ctx:
+                self.kernel._conn.execute(
+                    "INSERT INTO principals"
+                    "(principal_id, actor_kind, current_class_id, issuer_id, registered_by, created_at) "
+                    "VALUES ('rogue', 'operator', ?, NULL, NULL, '2026-01-01T00:00:00Z')",
+                    (class_id,),
+                )
+            self.assertIn("INVALID_BOOTSTRAP_STATE", str(ctx.exception))
+
+    def test_installer_null_issuer_only_during_install(self) -> None:
+        self.assertEqual(self.kernel.install_platform(INSTALLER).code, INSTALLED)
+        with self.kernel.actor_context("i2", "installer", "install"):
+            cur = self.kernel._conn.execute(
+                "INSERT INTO principal_equivalence_classes(created_at) VALUES ('2026-01-01T00:00:00Z')"
+            )
+            class_id = cur.lastrowid
+            with self.assertRaises(sqlite3.IntegrityError):
+                self.kernel._conn.execute(
+                    "INSERT INTO principals"
+                    "(principal_id, actor_kind, current_class_id, issuer_id, registered_by, created_at) "
+                    "VALUES ('i2', 'installer', ?, NULL, NULL, '2026-01-01T00:00:00Z')",
+                    (class_id,),
+                )
+
+    # -- AC8 -------------------------------------------------------------- #
+    def test_context_missing(self) -> None:  # t_context_missing(-)
+        self.assertIsNone(self.kernel._ctx)
+        with self.assertRaises(sqlite3.IntegrityError) as ctx:
+            self.kernel._conn.execute(
+                "INSERT INTO principal_equivalence_classes(created_at) VALUES ('2026-01-01T00:00:00Z')"
+            )
+        self.assertIn("INVALID_ACTOR_CONTEXT", str(ctx.exception))
+
+    def test_context_stale(self) -> None:  # t_context_stale(-)
+        with self.kernel.actor_context("op", "operator", "normal"):
+            self.kernel._ctx.expired = True
+            with self.assertRaises(sqlite3.IntegrityError) as ctx:
+                self.kernel._conn.execute(
+                    "INSERT INTO principal_equivalence_classes(created_at) VALUES ('2026-01-01T00:00:00Z')"
+                )
+            self.assertIn("INVALID_ACTOR_CONTEXT", str(ctx.exception))
+
+    def test_context_epoch_shift(self) -> None:  # t_context_epoch_shift(-)
+        with self.kernel.actor_context("op", "operator", "normal"):
+            self.kernel._ctx.live_epoch = self.kernel._ctx.bound_epoch + 99
+            with self.assertRaises(sqlite3.IntegrityError) as ctx:
+                self.kernel._conn.execute(
+                    "INSERT INTO principal_equivalence_classes(created_at) VALUES ('2026-01-01T00:00:00Z')"
+                )
+            self.assertIn("INVALID_ACTOR_CONTEXT", str(ctx.exception))
+
+    def test_bad_actor_kind_or_mode_rejected(self) -> None:
+        for kind, mode in (("intruder", "normal"), ("operator", "sabotage")):
+            with self.subTest(kind=kind, mode=mode):
+                with self.kernel.actor_context("op", kind, mode):
+                    with self.assertRaises(sqlite3.IntegrityError):
+                        self.kernel._conn.execute(
+                            "INSERT INTO principal_equivalence_classes(created_at) "
+                            "VALUES ('2026-01-01T00:00:00Z')"
+                        )
+
+    # -- AC9 -------------------------------------------------------------- #
+    def test_bootstrap_immutable_update(self) -> None:  # t_bootstrap_immutable_{update}
+        self.assertEqual(self.kernel.install_platform(INSTALLER).code, INSTALLED)
+        cases = [
+            ("UPDATE install_state SET installed_at = 'x' WHERE id = 1", "IMMUTABLE_INSTALL_STATE"),
+            ("UPDATE platform_bootstrap_seed SET created_at = 'x' WHERE seed_id = 1", "IMMUTABLE_SEED"),
+            ("UPDATE authority_dominance SET subordinate = 'x' WHERE dominant = 'supervisor.root'", "IMMUTABLE_DOMINANCE"),
+            (f"UPDATE authoritative_issuers SET issuer_ref = 'x' WHERE issuer_ref = '{DISTINGUISHED_ISSUER_ID}'", "IMMUTABLE_ISSUER"),
+            (f"UPDATE principals SET actor_kind = 'operator' WHERE principal_id = '{INSTALLER}'", "IMMUTABLE_PRINCIPAL"),
+        ]
+        for sql, tag in cases:
+            with self.subTest(sql=sql):
+                with self.kernel.actor_context("op", "operator", "normal"):
+                    with self.assertRaises(sqlite3.IntegrityError) as ctx:
+                        self.kernel._conn.execute(sql)
+                    self.assertIn(tag, str(ctx.exception))
+
+    def test_bootstrap_immutable_delete(self) -> None:  # t_bootstrap_immutable_{delete}
+        self.assertEqual(self.kernel.install_platform(INSTALLER).code, INSTALLED)
+        cases = [
+            ("DELETE FROM install_state WHERE id = 1", "IMMUTABLE_INSTALL_STATE"),
+            ("DELETE FROM platform_bootstrap_seed WHERE seed_id = 1", "IMMUTABLE_SEED"),
+            ("DELETE FROM authority_dominance", "IMMUTABLE_DOMINANCE"),
+            ("DELETE FROM authoritative_issuers", "IMMUTABLE_ISSUER"),
+            (f"DELETE FROM principals WHERE principal_id = '{INSTALLER}'", "IMMUTABLE_PRINCIPAL"),
+            ("DELETE FROM platform_bootstrap_grants", "IMMUTABLE_GRANT"),
+        ]
+        for sql, tag in cases:
+            with self.subTest(sql=sql):
+                with self.kernel.actor_context("op", "operator", "normal"):
+                    with self.assertRaises(sqlite3.IntegrityError) as ctx:
+                        self.kernel._conn.execute(sql)
+                    self.assertIn(tag, str(ctx.exception))
+
+    def test_grant_reactivation_rejected(self) -> None:
+        self.assertEqual(self.kernel.install_platform(INSTALLER).code, INSTALLED)
+        self.kernel.register_principal(
+            "op1", "operator", DISTINGUISHED_ISSUER_ID, actor_principal=INSTALLER
+        )
+        self.assertEqual(
+            self.kernel.grant_platform_bootstrap("op1", INSTALLER).code, INSTALLED
+        )
+        gid = self.kernel._conn.execute(
+            "SELECT grant_id FROM platform_bootstrap_grants WHERE grantee_principal_id = 'op1'"
+        ).fetchone()[0]
+        self.assertEqual(
+            self.kernel.revoke_platform_bootstrap(gid, actor_principal=INSTALLER).code,
+            INSTALLED,
+        )
+        with self.kernel.actor_context("op", "operator", "normal"):
+            with self.assertRaises(sqlite3.IntegrityError) as ctx:
+                self.kernel._conn.execute(
+                    "UPDATE platform_bootstrap_grants SET active = 1 WHERE grant_id = ?",
+                    (gid,),
+                )
+            self.assertIn("IMMUTABLE_GRANT", str(ctx.exception))
+
+    # -- AC12 ------------------------------------------------------------- #
+    def test_raw_write_bypass(self) -> None:  # t_raw_write_bypass(raw-bypass)
+        with tempfile.TemporaryDirectory() as tmp:
+            path = os.path.join(tmp, "p.sqlite3")
+            k = PlatformKernel(path)
+            self.assertEqual(k.install_platform(INSTALLER).code, INSTALLED)
+            k.close()
+            raw = sqlite3.connect(path)
+            raw.execute("PRAGMA foreign_keys = ON")
+            try:
+                with self.assertRaises(sqlite3.Error):
+                    raw.execute(
+                        "INSERT INTO audit_records(event, created_at) "
+                        "VALUES ('forged', '2026-01-01T00:00:00Z')"
+                    )
+                    raw.commit()
+                with self.assertRaises(sqlite3.Error):
+                    raw.execute("UPDATE install_state SET installed_at = 'x' WHERE id = 1")
+                    raw.commit()
+                with self.assertRaises(sqlite3.Error):
+                    raw.execute("DELETE FROM platform_bootstrap_grants")
+                    raw.commit()
+            finally:
+                raw.close()
+
+    # -- AC13 ------------------------------------------------------------- #
+    def test_audit_created(self) -> None:  # t_audit_created(+)
+        self.assertEqual(self.kernel.install_platform(INSTALLER).code, INSTALLED)
+        self.kernel.register_principal(
+            "op1", "operator", DISTINGUISHED_ISSUER_ID, actor_principal=INSTALLER
+        )
+        self.assertEqual(
+            self.kernel.grant_platform_bootstrap("op1", INSTALLER).code, INSTALLED
+        )
+        gid = self.kernel._conn.execute(
+            "SELECT grant_id FROM platform_bootstrap_grants WHERE grantee_principal_id = 'op1'"
+        ).fetchone()[0]
+        self.assertEqual(
+            self.kernel.revoke_platform_bootstrap(gid, actor_principal=INSTALLER).code,
+            INSTALLED,
+        )
+        events = self.kernel.audit_events()
+        for evt in (
+            ap.EVT_PLATFORM_INSTALLED,
+            ap.EVT_GRANT_CREATED,
+            ap.EVT_GRANT_REVOKED,
+            ap.EVT_PRINCIPAL_REGISTERED,
+        ):
+            self.assertIn(evt, events)
+
+    # -- AC14 ------------------------------------------------------------- #
+    def test_audit_immutable(self) -> None:  # t_audit_immutable(raw-bypass)
+        self.assertEqual(self.kernel.install_platform(INSTALLER).code, INSTALLED)
+        with self.kernel.actor_context("op", "operator", "normal"):
+            with self.assertRaises(sqlite3.IntegrityError) as up:
+                self.kernel._conn.execute("UPDATE audit_records SET event = 'x' WHERE audit_id = 1")
+            self.assertIn("IMMUTABLE_AUDIT", str(up.exception))
+            with self.assertRaises(sqlite3.IntegrityError) as dl:
+                self.kernel._conn.execute("DELETE FROM audit_records WHERE audit_id = 1")
+            self.assertIn("IMMUTABLE_AUDIT", str(dl.exception))
+
+    # -- meta ------------------------------------------------------------- #
+    def test_schema_meta(self) -> None:
+        rows = dict(self.kernel._conn.execute("SELECT key, value FROM arch01_meta").fetchall())
+        self.assertEqual(rows["schema_version"], str(ap.SCHEMA_VERSION))
+        self.assertIn("disabled by default", rows["architecture"])
+
+    def test_register_principal_creates_class_first(self) -> None:
+        self.assertEqual(self.kernel.install_platform(INSTALLER).code, INSTALLED)
+        res = self.kernel.register_principal(
+            "svc1", "service", DISTINGUISHED_ISSUER_ID, actor_principal=INSTALLER
+        )
+        self.assertEqual(res.code, INSTALLED)
+        row = self.kernel._conn.execute(
+            "SELECT current_class_id FROM principals WHERE principal_id = 'svc1'"
+        ).fetchone()
+        self.assertIsNotNone(row[0])
+
+    # -- helpers ---------------------------------------------------------- #
+    def _partial_bootstrap_then_rollback(self, k: PlatformKernel, stop: int) -> None:
+        """Execute the first ``stop`` bootstrap statements, then ROLLBACK."""
+        now = "2026-01-01T00:00:00Z"
+        k._conn.execute("BEGIN IMMEDIATE")
+        class_id = None
+        issuer_id = None
+        try:
+            with k.actor_context(INSTALLER, "installer", "install"):
+                c = k._conn
+                if stop >= 1:
+                    class_id = c.execute(
+                        "INSERT INTO principal_equivalence_classes(created_at) VALUES (?)", (now,)
+                    ).lastrowid
+                if stop >= 2:
+                    c.execute(
+                        "INSERT INTO principals(principal_id, actor_kind, current_class_id, issuer_id, registered_by, created_at) "
+                        "VALUES (?, 'installer', ?, NULL, ?, ?)",
+                        (INSTALLER, class_id, INSTALLER, now),
+                    )
+                if stop >= 3:
+                    issuer_id = c.execute(
+                        "INSERT INTO authoritative_issuers(issuer_kind, issuer_ref, created_at) VALUES ('operator-key', ?, ?)",
+                        (DISTINGUISHED_ISSUER_ID, now),
+                    ).lastrowid
+                if stop >= 4:
+                    c.execute(
+                        "UPDATE principals SET issuer_id = ? WHERE principal_id = ?",
+                        (issuer_id, INSTALLER),
+                    )
+                if stop >= 5:
+                    c.executemany(
+                        "INSERT INTO authority_dominance(dominant, subordinate) VALUES (?, ?)",
+                        DOMINANCE_TUPLES,
+                    )
+                if stop >= 6:
+                    c.execute(
+                        "INSERT INTO platform_bootstrap_seed(seed_id, installer_principal_id, created_at) VALUES (1, ?, ?)",
+                        (INSTALLER, now),
+                    )
+                if stop >= 7:
+                    c.execute(
+                        "INSERT INTO platform_bootstrap_grants(grantee_principal_id, granted_by, active, created_at) VALUES (?, NULL, 1, ?)",
+                        (INSTALLER, now),
+                    )
+                if stop >= 8:
+                    c.execute("INSERT INTO platform_active_invariant(id, active_count) VALUES (1, 1)")
+        finally:
+            k._conn.execute("ROLLBACK")
+
+    def _seed_bootstrap_and_mark(self, k: PlatformKernel, dominance) -> str:
+        """Seed a full bootstrap with a caller-supplied dominance set, then
+        attempt the marker insert. Returns the classified failure code (or
+        INSTALLED). Rolls back on failure so no partial rows remain."""
+        now = "2026-01-01T00:00:00Z"
+        k._conn.execute("BEGIN IMMEDIATE")
+        try:
+            with k.actor_context(INSTALLER, "installer", "install"):
+                c = k._conn
+                class_id = c.execute(
+                    "INSERT INTO principal_equivalence_classes(created_at) VALUES (?)", (now,)
+                ).lastrowid
+                c.execute(
+                    "INSERT INTO principals(principal_id, actor_kind, current_class_id, issuer_id, registered_by, created_at) "
+                    "VALUES (?, 'installer', ?, NULL, ?, ?)",
+                    (INSTALLER, class_id, INSTALLER, now),
+                )
+                issuer_id = c.execute(
+                    "INSERT INTO authoritative_issuers(issuer_kind, issuer_ref, created_at) VALUES ('operator-key', ?, ?)",
+                    (DISTINGUISHED_ISSUER_ID, now),
+                ).lastrowid
+                c.execute(
+                    "UPDATE principals SET issuer_id = ? WHERE principal_id = ?",
+                    (issuer_id, INSTALLER),
+                )
+                c.executemany(
+                    "INSERT INTO authority_dominance(dominant, subordinate) VALUES (?, ?)",
+                    dominance,
+                )
+                c.execute(
+                    "INSERT INTO platform_bootstrap_seed(seed_id, installer_principal_id, created_at) VALUES (1, ?, ?)",
+                    (INSTALLER, now),
+                )
+                c.execute(
+                    "INSERT INTO platform_bootstrap_grants(grantee_principal_id, granted_by, active, created_at) VALUES (?, NULL, 1, ?)",
+                    (INSTALLER, now),
+                )
+                c.execute("INSERT INTO platform_active_invariant(id, active_count) VALUES (1, 1)")
+                c.execute(
+                    "INSERT INTO install_state(id, marker, installed_at) VALUES (1, 'installed', ?)",
+                    (now,),
+                )
+            k._conn.execute("COMMIT")
+            return INSTALLED
+        except sqlite3.Error as exc:
+            k._safe_rollback()
+            return PlatformKernel._classify(exc)
+
+
+class Arch01ConcurrencyTest(unittest.TestCase):
+    """Concurrency invariants require file-backed DBs and independent connections."""
+
+    def setUp(self) -> None:
+        self._tmp = tempfile.TemporaryDirectory()
+        self.path = os.path.join(self._tmp.name, "p.sqlite3")
+
+    def tearDown(self) -> None:
+        self._tmp.cleanup()
+
+    # -- AC10 ------------------------------------------------------------- #
+    def test_concurrent_install(self) -> None:  # t_concurrent_install(concurrency)
+        k1 = PlatformKernel(self.path, busy_timeout_ms=0)
+        k2 = PlatformKernel(self.path, busy_timeout_ms=0)
+        barrier = threading.Barrier(2)
+        results = {}
+
+        def _install(name, kernel):
+            barrier.wait()
+            results[name] = kernel.install_platform(INSTALLER).code
+
+        try:
+            with ThreadPoolExecutor(max_workers=2) as ex:
+                f1 = ex.submit(_install, "a", k1)
+                f2 = ex.submit(_install, "b", k2)
+                f1.result()
+                f2.result()
+            codes = sorted(results.values())
+            self.assertEqual(codes.count(INSTALLED), 1, f"exactly one install expected: {results}")
+            other = [c for c in results.values() if c != INSTALLED][0]
+            self.assertIn(other, (ALREADY_INSTALLED, CONCURRENT_INSTALLATION_LOST))
+            self.assertTrue(k1.is_installed())
+            self.assertEqual(_count(k1, "install_state"), 1)
+            self.assertEqual(_count(k1, "principals"), 1)
+        finally:
+            k1.close()
+            k2.close()
+
+    # -- AC11 ------------------------------------------------------------- #
+    def test_concurrent_last_grant_revoke(self) -> None:  # t_concurrent_last_grant_revoke
+        setup = PlatformKernel(self.path)
+        self.assertEqual(setup.install_platform(INSTALLER).code, INSTALLED)
+        setup.register_principal("op1", "operator", DISTINGUISHED_ISSUER_ID, actor_principal=INSTALLER)
+        self.assertEqual(setup.grant_platform_bootstrap("op1", INSTALLER).code, INSTALLED)
+        self.assertEqual(setup.active_grant_count(), 2)
+        gids = [
+            r[0]
+            for r in setup._conn.execute(
+                "SELECT grant_id FROM platform_bootstrap_grants WHERE active = 1 ORDER BY grant_id"
+            ).fetchall()
+        ]
+        setup.close()
+        self.assertEqual(len(gids), 2)
+
+        k1 = PlatformKernel(self.path, busy_timeout_ms=3000)
+        k2 = PlatformKernel(self.path, busy_timeout_ms=3000)
+        barrier = threading.Barrier(2)
+        results = {}
+
+        def _revoke(name, kernel, gid):
+            barrier.wait()
+            results[name] = kernel.revoke_platform_bootstrap(gid, actor_principal=INSTALLER).code
+
+        try:
+            with ThreadPoolExecutor(max_workers=2) as ex:
+                f1 = ex.submit(_revoke, "a", k1, gids[0])
+                f2 = ex.submit(_revoke, "b", k2, gids[1])
+                f1.result()
+                f2.result()
+            codes = list(results.values())
+            self.assertEqual(codes.count(INSTALLED), 1, f"exactly one revoke should win: {results}")
+            self.assertEqual(codes.count(AUTHORIZATION_DENIED), 1, f"one revoke must be denied: {results}")
+            self.assertEqual(k1.active_grant_count(), 1)
+            self.assertEqual(_count_where(k1, "platform_bootstrap_grants", "active = 1"), 1)
+        finally:
+            k1.close()
+            k2.close()
+
+    def test_revoke_final_grant_denied(self) -> None:
+        k = PlatformKernel(self.path)
+        try:
+            self.assertEqual(k.install_platform(INSTALLER).code, INSTALLED)
+            gid = k._conn.execute(
+                "SELECT grant_id FROM platform_bootstrap_grants WHERE active = 1"
+            ).fetchone()[0]
+            res = k.revoke_platform_bootstrap(gid, actor_principal=INSTALLER)
+            self.assertEqual(res.code, AUTHORIZATION_DENIED)
+            self.assertEqual(k.active_grant_count(), 1)
+            self.assertEqual(_count_where(k, "platform_bootstrap_grants", "active = 1"), 1)
+        finally:
+            k.close()
+
+
+if __name__ == "__main__":
+    unittest.main()

tests/test_cross_role_queue_allocation.py

@@ -0,0 +1,581 @@
+"""Authoritative controller cross-role generic queue allocation (#840)."""
+
+from __future__ import annotations
+
+import os
+import tempfile
+import unittest
+from unittest.mock import patch
+
+from allocator_service import (
+    ALLOCATION_MODE_CROSS_ROLE,
+    ALLOCATION_MODE_ROLE_SCOPED,
+    OUTCOME_NO_SAFE,
+    OUTCOME_PREVIEW,
+    OUTCOME_WAIT,
+    ROLE_AUTHOR,
+    ROLE_CONTROLLER,
+    ROLE_MERGER,
+    ROLE_RECONCILER,
+    ROLE_REVIEWER,
+    WorkCandidate,
+    allocate_next_work,
+    build_selection_dict,
+    classify_skip,
+    required_namespace_for_role,
+    required_profile_for_role,
+    resolve_allocation_mode,
+    selected_action_for_candidate,
+)
+from control_plane_db import ControlPlaneDB
+import role_session_router
+from role_session_router import (
+    ROUTE_ALLOWED,
+    ROUTE_AMBIGUOUS,
+    ROUTE_WRONG_ROLE,
+    route_task_session,
+)
+import namespace_workspace_binding as nwb
+import task_capability_map
+
+
+class CrossRoleAllocationModeTest(unittest.TestCase):
+    def test_controller_defaults_to_cross_role(self) -> None:
+        self.assertEqual(
+            resolve_allocation_mode(ROLE_CONTROLLER),
+            ALLOCATION_MODE_CROSS_ROLE,
+        )
+
+    def test_worker_defaults_to_role_scoped(self) -> None:
+        for role in (ROLE_AUTHOR, ROLE_REVIEWER, ROLE_MERGER, ROLE_RECONCILER):
+            self.assertEqual(
+                resolve_allocation_mode(role),
+                ALLOCATION_MODE_ROLE_SCOPED,
+            )
+
+    def test_explicit_modes(self) -> None:
+        self.assertEqual(
+            resolve_allocation_mode(ROLE_CONTROLLER, "role_scoped"),
+            ALLOCATION_MODE_ROLE_SCOPED,
+        )
+        self.assertEqual(
+            resolve_allocation_mode(ROLE_AUTHOR, "cross_role"),
+            ALLOCATION_MODE_CROSS_ROLE,
+        )
+
+
+class CrossRoleSelectionPayloadTest(unittest.TestCase):
+    def test_selection_contains_required_fields(self) -> None:
+        c = WorkCandidate(
+            kind="issue",
+            number=840,
+            labels=("status:ready",),
+            title="cross-role",
+            priority=20,
+        )
+        sel = build_selection_dict(
+            c,
+            active_role=ROLE_CONTROLLER,
+            required_role=ROLE_AUTHOR,
+            profile_name="prgs-controller",
+            allocation_mode=ALLOCATION_MODE_CROSS_ROLE,
+        )
+        self.assertEqual(sel["number"], 840)
+        self.assertEqual(sel["kind"], "issue")
+        self.assertEqual(sel["required_role"], ROLE_AUTHOR)
+        self.assertEqual(sel["selected_action"], "implement")
+        self.assertEqual(sel["action"], "implement")
+        self.assertEqual(sel["required_profile"], "prgs-author")
+        self.assertEqual(sel["required_namespace"], "gitea-author")
+        self.assertEqual(sel["pinned"]["number"], 840)
+        self.assertIsNone(sel["pinned"]["head_sha"])
+
+    def test_profile_prefix_preserved(self) -> None:
+        self.assertEqual(
+            required_profile_for_role(ROLE_REVIEWER, profile_name="dadeschools-controller"),
+            "dadeschools-reviewer",
+        )
+        self.assertEqual(
+            required_namespace_for_role(ROLE_MERGER),
+            "gitea-merger",
+        )
+
+    def test_selected_actions_per_role(self) -> None:
+        issue = WorkCandidate(kind="issue", number=1, labels=("status:ready",))
+        pr_review = WorkCandidate(kind="pr", number=2, head_sha="a" * 40)
+        pr_rc = WorkCandidate(
+            kind="pr",
+            number=3,
+            head_sha="b" * 40,
+            request_changes_current_head=True,
+        )
+        pr_merge = WorkCandidate(
+            kind="pr",
+            number=4,
+            head_sha="c" * 40,
+            approval_on_current_head=True,
+            mergeable=True,
+        )
+        pr_recon = WorkCandidate(
+            kind="pr",
+            number=5,
+            head_sha="d" * 40,
+            approval_contaminated=True,
+        )
+        self.assertEqual(selected_action_for_candidate(issue, ROLE_AUTHOR), "implement")
+        self.assertEqual(
+            selected_action_for_candidate(pr_rc, ROLE_AUTHOR),
+            "address_pr_change_requests",
+        )
+        self.assertEqual(
+            selected_action_for_candidate(pr_review, ROLE_REVIEWER), "review"
+        )
+        self.assertEqual(selected_action_for_candidate(pr_merge, ROLE_MERGER), "merge")
+        self.assertEqual(
+            selected_action_for_candidate(pr_recon, ROLE_RECONCILER),
+            "reconcile_contaminated_approval",
+        )
+
+
+class CrossRoleAllocateServiceTest(unittest.TestCase):
+    def setUp(self) -> None:
+        self._tmp = tempfile.TemporaryDirectory()
+        self.db = ControlPlaneDB(os.path.join(self._tmp.name, "cp.sqlite3"))
+
+    def tearDown(self) -> None:
+        self._tmp.cleanup()
+
+    def _alloc(self, **kwargs):
+        defaults = dict(
+            db=self.db,
+            session_id="ctrl-session",
+            role=ROLE_CONTROLLER,
+            remote="prgs",
+            org="org",
+            repo="repo",
+            candidates=[],
+            apply=False,
+            profile_name="prgs-controller",
+            username="controller-bot",
+            controller_instance_id="ctrl-1",
+        )
+        defaults.update(kwargs)
+        return allocate_next_work(**defaults)
+
+    def test_eligible_author_work(self) -> None:
+        cands = [
+            WorkCandidate(
+                kind="issue",
+                number=100,
+                labels=("status:ready",),
+                title="author work",
+                priority=20,
+            ),
+        ]
+        res = self._alloc(candidates=cands)
+        self.assertTrue(res["success"])
+        self.assertEqual(res["outcome"], OUTCOME_PREVIEW)
+        self.assertEqual(res["allocation_mode"], ALLOCATION_MODE_CROSS_ROLE)
+        self.assertIsNotNone(res["selected"])
+        self.assertEqual(res["selected"]["number"], 100)
+        self.assertEqual(res["required_role"], ROLE_AUTHOR)
+        self.assertEqual(res["selected_action"], "implement")
+        self.assertEqual(res["required_profile"], "prgs-author")
+        self.assertEqual(res["required_namespace"], "gitea-author")
+        self.assertIn("allocate", res["controller_allowed_actions"])
+        self.assertIn("merge", res["controller_forbidden_actions"])
+        self.assertFalse(res["allocation_evidence"]["lease_created"])
+
+    def test_eligible_reviewer_work(self) -> None:
+        cands = [
+            WorkCandidate(
+                kind="pr",
+                number=200,
+                head_sha="e" * 40,
+                title="needs review",
+                priority=30,
+            ),
+        ]
+        res = self._alloc(candidates=cands)
+        self.assertEqual(res["selected"]["number"], 200)
+        self.assertEqual(res["required_role"], ROLE_REVIEWER)
+        self.assertEqual(res["selected_action"], "review")
+        self.assertEqual(res["required_profile"], "prgs-reviewer")
+        self.assertEqual(res["selected"]["pinned"]["head_sha"], "e" * 40)
+
+    def test_eligible_merger_work(self) -> None:
+        cands = [
+            WorkCandidate(
+                kind="pr",
+                number=300,
+                head_sha="f" * 40,
+                approval_on_current_head=True,
+                mergeable=True,
+                priority=40,
+            ),
+        ]
+        res = self._alloc(candidates=cands)
+        self.assertEqual(res["selected"]["number"], 300)
+        self.assertEqual(res["required_role"], ROLE_MERGER)
+        self.assertEqual(res["selected_action"], "merge")
+
+    def test_eligible_reconciler_work(self) -> None:
+        cands = [
+            WorkCandidate(
+                kind="pr",
+                number=400,
+                head_sha="1" * 40,
+                approval_contaminated=True,
+                priority=50,
+            ),
+        ]
+        res = self._alloc(candidates=cands)
+        self.assertEqual(res["selected"]["number"], 400)
+        self.assertEqual(res["required_role"], ROLE_RECONCILER)
+        self.assertIn("reconcile", res["selected_action"])
+
+    def test_no_eligible_work(self) -> None:
+        cands = [
+            WorkCandidate(
+                kind="issue",
+                number=10,
+                labels=("status:blocked",),
+                blocked=True,
+                priority=99,
+            ),
+            WorkCandidate(
+                kind="issue",
+                number=11,
+                labels=("status:ready",),
+                dependency_unmet=True,
+                dependency_reason="blocked by #10",
+                priority=98,
+            ),
+        ]
+        res = self._alloc(candidates=cands)
+        self.assertTrue(res["success"])
+        self.assertEqual(res["outcome"], OUTCOME_NO_SAFE)
+        self.assertIsNone(res["selected"])
+        self.assertEqual(res["allocation_mode"], ALLOCATION_MODE_CROSS_ROLE)
+
+    def test_leased_work_skipped(self) -> None:
+        cands = [
+            WorkCandidate(
+                kind="issue",
+                number=50,
+                labels=("status:ready",),
+                priority=20,
+            ),
+            WorkCandidate(
+                kind="issue",
+                number=51,
+                labels=("status:ready",),
+                priority=10,
+            ),
+        ]
+        # Seed a foreign lease on issue 50 via assign_and_lease under another session.
+        other = allocate_next_work(
+            self.db,
+            session_id="other-worker",
+            role=ROLE_AUTHOR,
+            remote="prgs",
+            org="org",
+            repo="repo",
+            candidates=cands[:1],
+            apply=True,
+            profile_name="prgs-author",
+            controller_instance_id="other-ctrl",
+        )
+        self.assertEqual(other["outcome"], "assigned_work")
+        res = self._alloc(candidates=cands)
+        self.assertIsNotNone(res["selected"])
+        self.assertEqual(res["selected"]["number"], 51)
+        self.assertTrue(any(s["number"] == 50 for s in res["skipped"]))
+        self.assertTrue(res["claims_excluded"])
+
+    def test_dependencies_skipped(self) -> None:
+        cands = [
+            WorkCandidate(
+                kind="issue",
+                number=1,
+                labels=("status:ready",),
+                priority=99,
+                dependency_unmet=True,
+                dependency_reason="needs #2",
+            ),
+            WorkCandidate(
+                kind="issue",
+                number=2,
+                labels=("status:ready",),
+                priority=1,
+            ),
+        ]
+        res = self._alloc(candidates=cands)
+        self.assertEqual(res["selected"]["number"], 2)
+        skipped = {s["number"]: s["reason"] for s in res["skipped"]}
+        self.assertIn(1, skipped)
+        self.assertIn("needs #2", skipped[1])
+
+    def test_pagination_limit_only_truncates_skip_report(self) -> None:
+        """Ranking uses full inventory; reporting limit is MCP-layer only.
+
+        Service ranks all candidates; prove higher-priority eligible item
+        wins even when many skipped precede it.
+        """
+        cands = []
+        for n in range(1, 30):
+            cands.append(
+                WorkCandidate(
+                    kind="issue",
+                    number=n,
+                    labels=("status:ready",),
+                    priority=100 - n,
+                    dependency_unmet=True,
+                    dependency_reason=f"dep {n}",
+                )
+            )
+        cands.append(
+            WorkCandidate(
+                kind="issue",
+                number=999,
+                labels=("status:ready",),
+                priority=1,
+            )
+        )
+        res = self._alloc(candidates=cands)
+        self.assertEqual(res["selected"]["number"], 999)
+        self.assertGreaterEqual(len(res["skipped"]), 29)
+
+    def test_role_scoped_controller_legacy_still_restricts(self) -> None:
+        """role_scoped controller only takes reconciler-needed items."""
+        cands = [
+            WorkCandidate(
+                kind="issue",
+                number=1,
+                labels=("status:ready",),
+                priority=50,
+            ),
+            WorkCandidate(
+                kind="pr",
+                number=2,
+                head_sha="a" * 40,
+                approval_contaminated=True,
+                priority=1,
+            ),
+        ]
+        res = self._alloc(
+            candidates=cands,
+            allocation_mode=ALLOCATION_MODE_ROLE_SCOPED,
+        )
+        self.assertEqual(res["allocation_mode"], ALLOCATION_MODE_ROLE_SCOPED)
+        self.assertEqual(res["selected"]["number"], 2)
+        self.assertEqual(res["required_role"], ROLE_RECONCILER)
+
+    def test_cross_role_prefers_highest_priority_across_roles(self) -> None:
+        cands = [
+            WorkCandidate(
+                kind="issue",
+                number=10,
+                labels=("status:ready",),
+                priority=10,
+            ),
+            WorkCandidate(
+                kind="pr",
+                number=20,
+                head_sha="b" * 40,
+                priority=50,
+            ),
+            WorkCandidate(
+                kind="pr",
+                number=30,
+                head_sha="c" * 40,
+                approval_on_current_head=True,
+                mergeable=True,
+                priority=20,
+            ),
+        ]
+        res = self._alloc(candidates=cands)
+        # PR #20 highest priority → reviewer
+        self.assertEqual(res["selected"]["number"], 20)
+        self.assertEqual(res["required_role"], ROLE_REVIEWER)
+
+    def test_apply_creates_lease_evidence_for_required_role(self) -> None:
+        cands = [
+            WorkCandidate(
+                kind="issue",
+                number=777,
+                labels=("status:ready",),
+                priority=20,
+            ),
+        ]
+        res = self._alloc(candidates=cands, apply=True)
+        self.assertEqual(res["outcome"], "assigned_work")
+        self.assertTrue(res["allocation_evidence"]["lease_created"])
+        self.assertEqual(res["allocation_evidence"]["lease_role"], ROLE_AUTHOR)
+        proof = res["lease_proof"]
+        self.assertIsNotNone(proof["lease_id"])
+        self.assertEqual(proof["lease_role"], ROLE_AUTHOR)
+        self.assertIn("implement", proof["allowed_actions"])
+        # Controller isolation: controller still forbids merge/push/create_pr
+        self.assertIn("merge", res["controller_forbidden_actions"])
+        self.assertIn("push", res["controller_forbidden_actions"])
+
+    def test_metadata_consistency_role_is_controller(self) -> None:
+        cands = [
+            WorkCandidate(
+                kind="issue",
+                number=1,
+                labels=("status:ready",),
+            ),
+        ]
+        res = self._alloc(candidates=cands)
+        self.assertEqual(res["role"], ROLE_CONTROLLER)
+        self.assertEqual(res["routing_role"], ROLE_CONTROLLER)
+        self.assertEqual(res["required_role"], ROLE_AUTHOR)
+
+
+class ProcessWorkQueueRouterTest(unittest.TestCase):
+    def tearDown(self) -> None:
+        role_session_router.clear_route_state()
+
+    def test_process_work_queue_allowed_for_controller(self) -> None:
+        res = route_task_session(
+            "process_work_queue",
+            active_profile="prgs-controller",
+            active_role_kind="controller",
+            allowed_in_current_session=True,
+        )
+        self.assertEqual(res["route_result"], ROUTE_ALLOWED)
+        self.assertEqual(res["required_role"], "controller")
+        self.assertTrue(res["downstream_allowed"])
+
+    def test_process_work_queue_hyphen_alias(self) -> None:
+        res = route_task_session(
+            "process-work-queue",
+            active_profile="prgs-controller",
+            active_role_kind="controller",
+            allowed_in_current_session=True,
+        )
+        self.assertEqual(res["route_result"], ROUTE_ALLOWED)
+
+    def test_process_work_queue_wrong_role_for_author(self) -> None:
+        res = route_task_session(
+            "process_work_queue",
+            active_profile="prgs-author",
+            active_role_kind="author",
+            allowed_in_current_session=False,
+        )
+        self.assertEqual(res["route_result"], ROUTE_WRONG_ROLE)
+        self.assertEqual(res["required_role"], "controller")
+        self.assertFalse(res["downstream_allowed"])
+
+    def test_unknown_still_ambiguous(self) -> None:
+        res = route_task_session(
+            "not_a_real_task",
+            active_profile="prgs-controller",
+            active_role_kind="controller",
+            allowed_in_current_session=False,
+        )
+        self.assertEqual(res["route_result"], ROUTE_AMBIGUOUS)
+
+    def test_capability_map_process_work_queue_is_controller(self) -> None:
+        self.assertEqual(
+            task_capability_map.required_role("process_work_queue"),
+            "controller",
+        )
+        self.assertEqual(
+            task_capability_map.required_permission("process_work_queue"),
+            "gitea.read",
+        )
+
+
+class ControllerRoleMetadataTest(unittest.TestCase):
+    def test_normalize_role_kind_controller(self) -> None:
+        self.assertEqual(
+            nwb.normalize_role_kind("controller"),
+            "controller",
+        )
+        self.assertEqual(
+            nwb.normalize_role_kind("author", profile_name="prgs-controller"),
+            "controller",
+        )
+        self.assertEqual(
+            nwb.normalize_role_kind("reconciler", profile_name="prgs-controller"),
+            "controller",
+        )
+
+    def test_profile_role_kind_prefers_declared_controller(self) -> None:
+        # Import from worktree package path via sys.path already set by pytest.
+        import gitea_mcp_server as mcp
+
+        profile = {
+            "profile_name": "prgs-controller",
+            "role": "controller",
+            "allowed_operations": [
+                "gitea.read",
+                "gitea.issue.comment",
+                "gitea.pr.close",
+            ],
+            "forbidden_operations": [
+                "gitea.pr.approve",
+                "gitea.pr.merge",
+                "gitea.pr.create",
+                "gitea.branch.push",
+            ],
+        }
+        # Declared role wins even if permissions look reconciler-like.
+        self.assertEqual(mcp._profile_role_kind(profile), "controller")
+        # Name-based fallback.
+        profile_no_role = dict(profile)
+        profile_no_role["role"] = None
+        profile_no_role["role_kind"] = None
+        self.assertEqual(mcp._profile_role_kind(profile_no_role), "controller")
+
+    def test_permission_inference_without_controller_name_stays_reconciler(self) -> None:
+        import gitea_mcp_server as mcp
+
+        # Pure permission inference still may return reconciler when no controller
+        # declaration exists — that is intentional for reconciler profiles.
+        role = mcp._role_kind(
+            ["gitea.read", "gitea.pr.close", "gitea.issue.comment"],
+            ["gitea.pr.approve", "gitea.pr.merge", "gitea.pr.create", "gitea.branch.push"],
+        )
+        self.assertEqual(role, "reconciler")
+
+
+class DashboardRemainsExplanatoryTest(unittest.TestCase):
+    def test_dashboard_prompt_points_at_allocator_not_self_select(self) -> None:
+        import workflow_dashboard as wd
+
+        self.assertIn("gitea_allocate_next_work", wd.PROMPT_CONTROLLER)
+        self.assertIn("process_work_queue", wd.PROMPT_CONTROLLER)
+        self.assertIn("never replaces allocator", wd.PROMPT_CONTROLLER.lower())
+        self.assertNotIn("self-select", wd.PROMPT_CONTROLLER.lower())
+
+
+class ClassifySkipCrossRoleTest(unittest.TestCase):
+    def test_controller_cross_role_accepts_author_issue(self) -> None:
+        c = WorkCandidate(kind="issue", number=1, labels=("status:ready",))
+        self.assertIsNone(
+            classify_skip(
+                c,
+                role=ROLE_CONTROLLER,
+                terminal_pr=None,
+                allocation_mode=ALLOCATION_MODE_CROSS_ROLE,
+            )
+        )
+
+    def test_legacy_controller_skips_author_issue(self) -> None:
+        c = WorkCandidate(kind="issue", number=1, labels=("status:ready",))
+        reason = classify_skip(
+            c,
+            role=ROLE_CONTROLLER,
+            terminal_pr=None,
+            allocation_mode=ALLOCATION_MODE_ROLE_SCOPED,
+        )
+        self.assertIsNotNone(reason)
+        self.assertIn("does not require controller", reason or "")
+
+
+if __name__ == "__main__":
+    unittest.main()

tests/test_issue_790_heartbeat_mcp_path.py

@@ -0,0 +1,444 @@
+"""Task heartbeat through the native MCP author path (#790 Slice A, AC-N6).
+
+Assessor-level coverage is not sufficient here, and this project has already
+paid for learning that: in review #499 on PR #791 the #760 renewal waiver was
+computed correctly and then *discarded* at two later gates, so every real
+renewal still failed while the unit suite stayed green. AC-N6 exists because of
+that, and requires driving the real tools against a real git repository and a
+real durable lock file, composing the gates in production order.
+
+These tests therefore call ``gitea_lock_issue`` and
+``gitea_heartbeat_issue_lock`` themselves and assert on what lands on disk,
+never on an assessor's return value alone.
+"""
+
+from __future__ import annotations
+
+import os
+import subprocess
+import sys
+import tempfile
+import unittest
+from datetime import datetime, timedelta, timezone
+from unittest.mock import patch
+
+sys.path.insert(0, os.path.dirname(os.path.dirname(os.path.abspath(__file__))))
+sys.path.insert(0, os.path.dirname(os.path.abspath(__file__)))
+
+from mutation_profile_fixture import shared_mutation_env  # noqa: E402
+
+import issue_lock_provenance  # noqa: E402
+import issue_lock_store  # noqa: E402
+import lease_policy  # noqa: E402
+import mcp_server  # noqa: E402
+
+ISSUE = 9791
+BRANCH = f"fix/issue-{ISSUE}-heartbeat-mcp"
+IDENTITY = "example-user"
+PROFILE = "test-author-prgs"
+ORG = "Scaled-Tech-Consulting"
+REPO = "Gitea-Tools"
+
+
+def _ts(moment: datetime) -> str:
+    return (
+        moment.astimezone(timezone.utc)
+        .replace(microsecond=0)
+        .isoformat()
+        .replace("+00:00", "Z")
+    )
+
+
+class _HeartbeatMcpBase(unittest.TestCase):
+    """Real git repo plus a real durable lock, driven through the real tools."""
+
+    def setUp(self):
+        self.lock_dir = tempfile.TemporaryDirectory()
+        self.addCleanup(self.lock_dir.cleanup)
+        self.repo = tempfile.mkdtemp(prefix="issue790-mcp-")
+        self.addCleanup(lambda: subprocess.run(["rm", "-rf", self.repo], check=False))
+        self._init_worktree()
+        self.remotes = patch.dict(
+            mcp_server.REMOTES,
+            {"prgs": {"host": "gitea.prgs.cc", "org": ORG, "repo": REPO}},
+        )
+        self.remotes.start()
+        self.addCleanup(patch.stopall)
+        mcp_server._IDENTITY_CACHE.clear()
+
+    def _git(self, *args):
+        return subprocess.run(
+            ["git", "-C", self.repo, *args], capture_output=True, text=True, check=True
+        )
+
+    def _init_worktree(self):
+        self._git("init", "-q", "-b", "master")
+        self._git("config", "user.email", "[email protected]")
+        self._git("config", "user.name", "Test")
+        with open(os.path.join(self.repo, "seed.txt"), "w") as fh:
+            fh.write("seed\n")
+        self._git("add", "seed.txt")
+        self._git("commit", "-q", "-m", "seed")
+        self.base_sha = self._git("rev-parse", "HEAD").stdout.strip()
+        # A fresh claim starts base-equivalent, which is the ordinary first-lock
+        # shape and exercises assess_issue_lock_worktree on its normal path.
+        self._git("checkout", "-q", "-b", BRANCH)
+        self.head_sha = self.base_sha
+        self.worktree = os.path.realpath(self.repo)
+
+    def _lock_path(self):
+        return issue_lock_store.lock_file_path(
+            remote="prgs",
+            org=ORG,
+            repo=REPO,
+            issue_number=ISSUE,
+            lock_dir=self.lock_dir.name,
+        )
+
+    def _tool_env(self):
+        env = shared_mutation_env(
+            PROFILE, include_example_repo=True, GITEA_ISSUE_LOCK_DIR=self.lock_dir.name
+        )
+        env["GITEA_ISSUE_LOCK_DIR"] = self.lock_dir.name
+        return env
+
+    def _git_state(self, *, porcelain="", base_equivalent=True):
+        return {
+            "current_branch": BRANCH,
+            "porcelain_status": porcelain,
+            "base_equivalent": base_equivalent,
+            "head_sha": self.head_sha,
+            "inspected_git_root": self.worktree,
+            "base_branch": "master",
+        }
+
+    def run_lock_issue(
+        self,
+        *,
+        branch_entries=None,
+        open_prs=None,
+        git_state=None,
+        identity=IDENTITY,
+        profile=PROFILE,
+    ):
+        branch_entries = branch_entries if branch_entries is not None else []
+        open_prs = open_prs if open_prs is not None else []
+        git_state = git_state or self._git_state()
+        env = self._tool_env()
+        with patch(
+            "mcp_server.api_get_all", return_value=list(branch_entries)
+        ), patch(
+            "mcp_server._list_open_pulls", return_value=list(open_prs)
+        ), patch(
+            "mcp_server.get_auth_header", return_value="token x"
+        ), patch(
+            "mcp_server._work_lease_claimant",
+            return_value={"username": identity, "profile": profile},
+        ), patch(
+            "mcp_server.issue_lock_worktree.read_worktree_git_state",
+            return_value=git_state,
+        ), patch(
+            "mcp_server.issue_duplicate_context_fetcher",
+            side_effect=lambda h, o, r, auth, issue_number: (
+                list(open_prs),
+                [b.get("name") for b in branch_entries if isinstance(b, dict)],
+                {"status": "not_claimed"},
+            ),
+        ), patch.dict(os.environ, env, clear=True):
+            os.environ["GITEA_ISSUE_LOCK_DIR"] = self.lock_dir.name
+            return mcp_server.gitea_lock_issue(
+                issue_number=ISSUE,
+                branch_name=BRANCH,
+                remote="prgs",
+                worktree_path=self.worktree,
+            )
+
+    def run_heartbeat(
+        self, *, task_session_id, identity=IDENTITY, profile=PROFILE, **kwargs
+    ):
+        env = self._tool_env()
+        with patch(
+            "mcp_server._work_lease_claimant",
+            return_value={"username": identity, "profile": profile},
+        ), patch("mcp_server.get_auth_header", return_value="token x"), patch.dict(
+            os.environ, env, clear=True
+        ):
+            os.environ["GITEA_ISSUE_LOCK_DIR"] = self.lock_dir.name
+            return mcp_server.gitea_heartbeat_issue_lock(
+                issue_number=ISSUE,
+                branch_name=kwargs.pop("branch_name", BRANCH),
+                task_session_id=task_session_id,
+                remote="prgs",
+                worktree_path=kwargs.pop("worktree_path", self.worktree),
+                **kwargs,
+            )
+
+    def write_legacy_lock(self, *, hours_old: float = 3.0, ttl_hours: float = 4.0):
+        """A durable lock in the shape the store wrote before this slice."""
+        now = datetime.now(timezone.utc)
+        claimant = {"username": IDENTITY, "profile": PROFILE}
+        created = now - timedelta(hours=hours_old)
+        record = {
+            "issue_number": ISSUE,
+            "branch_name": BRANCH,
+            "remote": "prgs",
+            "org": ORG,
+            "repo": REPO,
+            "worktree_path": self.worktree,
+            "session_pid": os.getpid(),
+            "pid": os.getpid(),
+            "lock_generation": 1,
+            "work_lease": {
+                "operation_type": issue_lock_store.AUTHOR_ISSUE_WORK_LEASE,
+                "issue_number": ISSUE,
+                "pr_number": None,
+                "branch": BRANCH,
+                "worktree_path": self.worktree,
+                "claimant": claimant,
+                "created_at": _ts(created),
+                # The legacy signature: never advanced past creation.
+                "last_heartbeat_at": _ts(created),
+                "expires_at": _ts(created + timedelta(hours=ttl_hours)),
+            },
+            "lock_provenance": issue_lock_provenance.build_sanctioned_lock_provenance(
+                tool="gitea_lock_issue", claimant=claimant
+            ),
+        }
+        path = self._lock_path()
+        record["lock_file_path"] = path
+        issue_lock_store.save_lock_file(path, record)
+        return record
+
+
+class TestLockIssueMintsTheLifecycle(_HeartbeatMcpBase):
+    """Durable lock creation and read-back through the real tool."""
+
+    def test_native_lock_writes_the_marker_and_a_task_session_id(self):
+        result = self.run_lock_issue()
+        self.assertTrue(result["success"], result)
+
+        written = issue_lock_store.read_lock_file(result["lock_file_path"])
+        lease = written["work_lease"]
+        self.assertEqual(
+            lease["lifecycle_version"], lease_policy.LIFECYCLE_HEARTBEAT_V1
+        )
+        self.assertTrue(lease["task_session_id"])
+        self.assertFalse(issue_lock_store.is_legacy_lease(written))
+        # AC-N1: the ownership key is not the daemon pid, which is recorded
+        # separately as evidence.
+        self.assertNotIn(str(written["session_pid"]), lease["task_session_id"])
+        self.assertEqual(written["session_pid"], os.getpid())
+
+    def test_native_lease_uses_the_policy_window_not_four_hours(self):
+        result = self.run_lock_issue()
+        lease = result["work_lease"]
+        created = datetime.fromisoformat(lease["created_at"].replace("Z", "+00:00"))
+        expires = datetime.fromisoformat(lease["expires_at"].replace("Z", "+00:00"))
+        policy = lease_policy.policy_for(lease_policy.TASK_CLASS_AUTHOR_ISSUE_WORK)
+        self.assertEqual(
+            (expires - created).total_seconds() / 60.0, policy.initial_ttl_minutes
+        )
+
+    def test_freshness_of_a_new_native_lock_is_live(self):
+        result = self.run_lock_issue()
+        self.assertEqual(
+            result["lock_freshness"]["status"], issue_lock_store.STATUS_LIVE
+        )
+        self.assertTrue(result["lock_freshness"]["live"])
+
+
+class TestHeartbeatThroughTheTool(_HeartbeatMcpBase):
+    def _lock_and_session(self):
+        result = self.run_lock_issue()
+        self.assertTrue(result["success"], result)
+        return result, result["work_lease"]["task_session_id"]
+
+    def test_heartbeat_slides_the_lease_and_advances_the_generation(self):
+        locked, session = self._lock_and_session()
+        before = issue_lock_store.read_lock_file(locked["lock_file_path"])
+
+        beat = self.run_heartbeat(task_session_id=session)
+
+        self.assertTrue(beat["success"], beat)
+        self.assertEqual(beat["operation"], "heartbeat")
+        after = issue_lock_store.read_lock_file(locked["lock_file_path"])
+        self.assertGreater(
+            issue_lock_store.lock_generation(after),
+            issue_lock_store.lock_generation(before),
+        )
+        self.assertGreaterEqual(
+            after["work_lease"]["expires_at"], before["work_lease"]["expires_at"]
+        )
+        self.assertEqual(after["work_lease"]["heartbeat_count"], 2)
+
+    def test_heartbeat_evidence_survives_the_downstream_mutation_gate(self):
+        """The #499 F2 lesson, applied.
+
+        A sanction that is computed and then discarded downstream is worthless.
+        After a heartbeat the lock must still satisfy the gate every author
+        mutation runs through.
+        """
+        locked, session = self._lock_and_session()
+        self.run_heartbeat(task_session_id=session)
+
+        written = issue_lock_store.read_lock_file(locked["lock_file_path"])
+        verdict = issue_lock_store.verify_lock_for_mutation(
+            written,
+            issue_number=ISSUE,
+            branch_name=BRANCH,
+            worktree_path=self.worktree,
+        )
+        self.assertTrue(verdict["proven"], verdict)
+        self.assertFalse(verdict["block"])
+
+    def _duplicate_gate(self, *, open_prs, branches):
+        env = self._tool_env()
+        with patch("mcp_server.get_auth_header", return_value="token x"), patch(
+            "mcp_server.issue_duplicate_context_fetcher",
+            side_effect=lambda h, o, r, auth, issue_number: (
+                list(open_prs),
+                list(branches),
+                {"status": "not_claimed"},
+            ),
+        ), patch.dict(os.environ, env, clear=True):
+            os.environ["GITEA_ISSUE_LOCK_DIR"] = self.lock_dir.name
+            return mcp_server.gitea_assess_work_issue_duplicate(
+                issue_number=ISSUE, branch_name=BRANCH, remote="prgs"
+            )
+
+    def test_heartbeat_does_not_change_the_duplicate_gate_verdict(self):
+        """The gate must be invariant under heartbeating.
+
+        The point is not that the gate passes — with a linked open PR at the
+        lock phase it correctly blocks (#400), heartbeat or not. The property
+        that matters is that sliding a lease neither loosens the gate nor
+        corrupts the lock state it reads: the verdict before and after a
+        heartbeat must be identical, for both the clear and the blocking shape.
+        """
+        _, session = self._lock_and_session()
+        linked = [{"number": 4242, "head": {"ref": BRANCH, "sha": self.head_sha}}]
+
+        clear_before = self._duplicate_gate(open_prs=[], branches=[])
+        blocked_before = self._duplicate_gate(open_prs=linked, branches=[BRANCH])
+
+        self.assertTrue(self.run_heartbeat(task_session_id=session)["success"])
+
+        clear_after = self._duplicate_gate(open_prs=[], branches=[])
+        blocked_after = self._duplicate_gate(open_prs=linked, branches=[BRANCH])
+
+        self.assertEqual(clear_before["outcome"], clear_after["outcome"])
+        self.assertFalse(clear_after["block"])
+        self.assertEqual(blocked_before["outcome"], blocked_after["outcome"])
+        self.assertTrue(blocked_after["block"])
+        self.assertEqual(blocked_after["linked_open_pr"], 4242)
+
+    def test_foreign_session_id_is_refused_through_the_tool(self):
+        self._lock_and_session()
+        beat = self.run_heartbeat(task_session_id="author_issue_work-ffffffffffffffff")
+        self.assertFalse(beat["success"])
+        self.assertIn("task_session_id does not match", " ".join(beat["reasons"]))
+
+    def test_stale_generation_is_refused_through_the_tool(self):
+        locked, session = self._lock_and_session()
+        current = issue_lock_store.lock_generation(
+            issue_lock_store.read_lock_file(locked["lock_file_path"])
+        )
+        beat = self.run_heartbeat(
+            task_session_id=session, expected_generation=current + 5
+        )
+        self.assertFalse(beat["success"])
+        self.assertIn("generation changed", beat["reasons"][0])
+
+    def test_foreign_claimant_is_refused_through_the_tool(self):
+        _, session = self._lock_and_session()
+        beat = self.run_heartbeat(task_session_id=session, identity="someone-else")
+        self.assertFalse(beat["success"])
+
+    def test_heartbeat_cannot_acquire_a_missing_lock(self):
+        beat = self.run_heartbeat(task_session_id="author_issue_work-000000000000")
+        self.assertFalse(beat["success"])
+        self.assertIn("no durable lock", beat["reasons"][0])
+
+    def test_alive_pid_alone_does_not_keep_a_lease_live_through_the_tool(self):
+        """PID-only refusal, end to end.
+
+        The recorded pid is this live process. The lock is aged past its grace
+        with no heartbeat, so the tool must refuse to slide it and the durable
+        record must classify as a missed heartbeat rather than as live.
+        """
+        locked, session = self._lock_and_session()
+        record = issue_lock_store.read_lock_file(locked["lock_file_path"])
+        record["work_lease"]["last_heartbeat_at"] = _ts(
+            datetime.now(timezone.utc) - timedelta(minutes=30)
+        )
+        record["work_lease"]["expires_at"] = _ts(
+            datetime.now(timezone.utc) + timedelta(hours=2)
+        )
+        issue_lock_store.save_lock_file(locked["lock_file_path"], record)
+
+        self.assertTrue(issue_lock_store.is_process_alive(record["session_pid"]))
+        fresh = issue_lock_store.assess_lock_freshness(record)
+        self.assertEqual(
+            fresh["status"], issue_lock_store.STATUS_STALE_MISSED_HEARTBEAT
+        )
+        self.assertTrue(fresh["pid_alive"])
+
+        beat = self.run_heartbeat(task_session_id=session)
+        self.assertFalse(beat["success"])
+        self.assertIn("reclaimed", " ".join(beat["reasons"]))
+
+
+class TestLegacyLocksThroughTheTool(_HeartbeatMcpBase):
+    """AC-N8 end to end: protected on deployment, and rebindable."""
+
+    def test_legacy_lock_stays_protected_after_deployment(self):
+        record = self.write_legacy_lock(hours_old=3.0, ttl_hours=4.0)
+        fresh = issue_lock_store.assess_lock_freshness(record)
+        self.assertEqual(fresh["status"], issue_lock_store.STATUS_LIVE)
+        self.assertTrue(fresh["legacy_lease"])
+        self.assertTrue(fresh["legacy_expiry_preserved"])
+        # It had never heartbeated, so under the new grace alone it would be
+        # long gone; the preserved absolute expiry is what protects it.
+        self.assertEqual(
+            record["work_lease"]["created_at"],
+            record["work_lease"]["last_heartbeat_at"],
+        )
+
+    def test_tool_rebinds_a_legacy_lock_and_mints_a_first_heartbeat(self):
+        self.write_legacy_lock(hours_old=3.0, ttl_hours=4.0)
+
+        result = self.run_heartbeat(task_session_id=None)
+
+        self.assertTrue(result["success"], result)
+        self.assertEqual(result["operation"], "legacy_rebind")
+        self.assertTrue(result["task_session_id"])
+
+        written = issue_lock_store.read_lock_file(self._lock_path())
+        lease = written["work_lease"]
+        self.assertEqual(
+            lease["lifecycle_version"], lease_policy.LIFECYCLE_HEARTBEAT_V1
+        )
+        self.assertEqual(lease["heartbeat_count"], 1)
+        self.assertNotEqual(
+            lease["created_at"],
+            written["legacy_rebind"]["legacy_origin"]["created_at"],
+        )
+        self.assertFalse(issue_lock_store.is_legacy_lease(written))
+
+    def test_rebound_lock_then_heartbeats_through_the_tool(self):
+        self.write_legacy_lock(hours_old=3.0, ttl_hours=4.0)
+        rebound = self.run_heartbeat(task_session_id=None)
+        beat = self.run_heartbeat(task_session_id=rebound["task_session_id"])
+        self.assertTrue(beat["success"], beat)
+        self.assertEqual(beat["operation"], "heartbeat")
+        self.assertEqual(beat["heartbeat_count"], 2)
+
+    def test_rebind_refuses_a_foreign_owner_through_the_tool(self):
+        self.write_legacy_lock(hours_old=3.0, ttl_hours=4.0)
+        result = self.run_heartbeat(task_session_id=None, identity="someone-else")
+        self.assertFalse(result["success"])
+        self.assertEqual(result["operation"], "legacy_rebind")
+
+
+if __name__ == "__main__":
+    unittest.main()

tests/test_issue_790_lease_policy.py

@@ -0,0 +1,594 @@
+"""Central lease policy and load-bearing heartbeat freshness (#790 Slice A).
+
+Before this slice, ``issue_lock_store.assess_lock_freshness`` parsed
+``last_heartbeat_at`` and then never consulted it: liveness was decided by an
+absolute four-hour ``expires_at`` and by PID liveness. Because the recorded PID
+is the long-lived MCP daemon rather than the authoring task, an abandoned claim
+stayed "live" for the full four hours, and a claim whose work had already landed
+blocked reconciliation for just as long (Issue #787 / PR #789, and again Issue
+#760 / PR #791).
+
+These tests pin the corrected semantics, including the two asymmetries that are
+easy to lose in a refactor:
+
+* an **alive** PID must never make anything live (AC-N2), while
+* a **dead** PID must still mark a lease stale, because #753 dead-session
+  recovery keys on exactly that classification.
+
+Durable-state helpers here write real lock files through the real flock path;
+they are not mocks of the store.
+"""
+
+from __future__ import annotations
+
+import os
+import sys
+import tempfile
+import unittest
+from datetime import datetime, timedelta, timezone
+from unittest.mock import patch
+
+sys.path.insert(0, os.path.dirname(os.path.dirname(os.path.abspath(__file__))))
+
+import issue_lock_store  # noqa: E402
+import lease_policy  # noqa: E402
+import pr_work_lease  # noqa: E402
+import reviewer_pr_lease  # noqa: E402
+
+ISSUE = 9790
+BRANCH = f"fix/issue-{ISSUE}-heartbeat"
+IDENTITY = "example-user"
+PROFILE = "test-author-prgs"
+ORG = "Example-Org"
+REPO = "Example-Repo"
+REMOTE = "prgs"
+DEAD_PID = 2**22  # far above any live pid on a test host
+
+
+def _ts(moment: datetime) -> str:
+    return (
+        moment.astimezone(timezone.utc)
+        .replace(microsecond=0)
+        .isoformat()
+        .replace("+00:00", "Z")
+    )
+
+
+class _LockFixture(unittest.TestCase):
+    def setUp(self):
+        self.lock_dir = tempfile.TemporaryDirectory()
+        self.addCleanup(self.lock_dir.cleanup)
+        self.now = datetime.now(timezone.utc)
+        self.worktree = os.path.realpath(tempfile.mkdtemp(prefix="issue790-"))
+        self.addCleanup(patch.stopall)
+
+    def _path(self):
+        return issue_lock_store.lock_file_path(
+            remote=REMOTE,
+            org=ORG,
+            repo=REPO,
+            issue_number=ISSUE,
+            lock_dir=self.lock_dir.name,
+        )
+
+    def write_lock(
+        self,
+        *,
+        lifecycle: str | None = lease_policy.LIFECYCLE_HEARTBEAT_V1,
+        created_delta: timedelta = timedelta(minutes=1),
+        heartbeat_delta: timedelta = timedelta(minutes=1),
+        expires_delta: timedelta = timedelta(minutes=9),
+        pid: int | None = None,
+        task_session_id: str | None = "author_issue_work-aaaabbbbccccdddd",
+        generation: int = 1,
+        identity: str = IDENTITY,
+        profile: str = PROFILE,
+        branch: str = BRANCH,
+        worktree: str | None = None,
+    ) -> dict:
+        """Write a real durable lock and return the record.
+
+        Deltas are relative to ``self.now``; ``expires_delta`` is added, the
+        others subtracted, so "in the past" reads naturally at each call site.
+        """
+        lease: dict = {
+            "operation_type": issue_lock_store.AUTHOR_ISSUE_WORK_LEASE,
+            "issue_number": ISSUE,
+            "pr_number": None,
+            "branch": branch,
+            "worktree_path": worktree or self.worktree,
+            "claimant": {"username": identity, "profile": profile},
+            "created_at": _ts(self.now - created_delta),
+            "last_heartbeat_at": _ts(self.now - heartbeat_delta),
+            "expires_at": _ts(self.now + expires_delta),
+        }
+        if lifecycle is not None:
+            lease["lifecycle_version"] = lifecycle
+            if task_session_id is not None:
+                lease["task_session_id"] = task_session_id
+        pid_value = os.getpid() if pid is None else pid
+        record = {
+            "issue_number": ISSUE,
+            "branch_name": branch,
+            "remote": REMOTE,
+            "org": ORG,
+            "repo": REPO,
+            "worktree_path": worktree or self.worktree,
+            "session_pid": pid_value,
+            "pid": pid_value,
+            "lock_generation": generation,
+            "work_lease": lease,
+        }
+        path = self._path()
+        record["lock_file_path"] = path
+        issue_lock_store.save_lock_file(path, record)
+        return record
+
+
+class TestPolicyIsTheSingleSource(unittest.TestCase):
+    """AC-N7: one authoritative configuration source for every duration."""
+
+    def test_author_policy_carries_the_agreed_values(self):
+        policy = lease_policy.policy_for(lease_policy.TASK_CLASS_AUTHOR_ISSUE_WORK)
+        self.assertEqual(policy.initial_ttl_minutes, 10.0)
+        self.assertEqual(policy.heartbeat_cadence_minutes, 2.0)
+        self.assertEqual(policy.stale_warning_minutes, 5.0)
+        self.assertEqual(policy.missed_heartbeat_grace_minutes, 10.0)
+        self.assertEqual(policy.absolute_cap_hours, 8.0)
+        self.assertEqual(policy.recovery_grace_minutes, 10.0)
+        self.assertEqual(policy.terminal_race_drain_minutes, 2.0)
+        self.assertTrue(policy.terminal_retirement_eligible)
+        self.assertTrue(policy.heartbeat_lifecycle_active)
+
+    def test_the_four_hour_author_ttl_literal_is_gone(self):
+        """The duplicated literal AC-N7 exists to remove."""
+        self.assertFalse(hasattr(issue_lock_store, "WORK_LEASE_TTL_HOURS"))
+        import gitea_mcp_server
+
+        self.assertFalse(hasattr(gitea_mcp_server, "WORK_LEASE_TTL_HOURS"))
+
+    def test_declared_reviewer_values_match_the_module_still_using_them(self):
+        """Slice A declares reviewer/merger numbers without rewiring them.
+
+        Recording a value in two places is only safe if drift is detectable, so
+        this asserts the declaration still equals the constants #747 owns. When
+        Slice C migrates those call sites, this test becomes the proof the
+        migration changed nothing.
+        """
+        policy = lease_policy.policy_for(lease_policy.TASK_CLASS_REVIEWER_PR)
+        self.assertEqual(
+            policy.initial_ttl_minutes, float(reviewer_pr_lease.LEASE_TTL_MINUTES)
+        )
+        self.assertEqual(
+            policy.stale_warning_minutes,
+            float(reviewer_pr_lease.STALE_WARNING_MINUTES),
+        )
+        self.assertFalse(policy.heartbeat_lifecycle_active)
+
+    def test_declared_conflict_fix_value_matches_its_module(self):
+        policy = lease_policy.policy_for(lease_policy.TASK_CLASS_CONFLICT_FIX)
+        self.assertEqual(
+            policy.initial_ttl_minutes,
+            float(pr_work_lease.DEFAULT_CONFLICT_FIX_TTL_MINUTES),
+        )
+        self.assertFalse(policy.heartbeat_lifecycle_active)
+
+    def test_environment_override_applies(self):
+        var = lease_policy.env_var_name(
+            lease_policy.TASK_CLASS_AUTHOR_ISSUE_WORK, "initial_ttl_minutes"
+        )
+        with patch.dict(os.environ, {var: "7"}):
+            self.assertEqual(
+                lease_policy.policy_for(
+                    lease_policy.TASK_CLASS_AUTHOR_ISSUE_WORK
+                ).initial_ttl_minutes,
+                7.0,
+            )
+
+    def test_unusable_override_falls_back_instead_of_minting_a_zero_lease(self):
+        """A typo must not make every claim instantly reclaimable."""
+        var = lease_policy.env_var_name(
+            lease_policy.TASK_CLASS_AUTHOR_ISSUE_WORK, "initial_ttl_minutes"
+        )
+        for bad in ("0", "-5", "not-a-number", "   "):
+            with self.subTest(value=bad), patch.dict(os.environ, {var: bad}):
+                self.assertEqual(
+                    lease_policy.policy_for(
+                        lease_policy.TASK_CLASS_AUTHOR_ISSUE_WORK
+                    ).initial_ttl_minutes,
+                    10.0,
+                )
+
+    def test_unknown_task_class_does_not_raise(self):
+        policy = lease_policy.policy_for("something-new")
+        self.assertEqual(policy.task_class, lease_policy.TASK_CLASS_AUTHOR_ISSUE_WORK)
+
+
+class TestLifecycleDiscrimination(_LockFixture):
+    """AC-N8: the marker, never a timestamp, decides legacy vs heartbeat."""
+
+    def test_missing_marker_reads_as_legacy(self):
+        record = self.write_lock(lifecycle=None)
+        self.assertTrue(issue_lock_store.is_legacy_lease(record))
+        self.assertEqual(
+            issue_lock_store.lease_lifecycle_version(record),
+            lease_policy.LIFECYCLE_LEGACY,
+        )
+
+    def test_marker_present_reads_as_heartbeat_lifecycle(self):
+        record = self.write_lock()
+        self.assertFalse(issue_lock_store.is_legacy_lease(record))
+
+    def test_equal_created_and_heartbeat_never_implies_a_fresh_heartbeat(self):
+        """The exact inversion AC-N8 forbids.
+
+        A legacy lock has ``last_heartbeat_at == created_at`` forever because
+        nothing ever advanced it. Reading that equality as "recently
+        heartbeated" would classify every never-heartbeated lock as fresh.
+        """
+        legacy = self.write_lock(
+            lifecycle=None,
+            created_delta=timedelta(hours=3),
+            heartbeat_delta=timedelta(hours=3),
+        )
+        lease = legacy["work_lease"]
+        self.assertEqual(lease["created_at"], lease["last_heartbeat_at"])
+        self.assertTrue(issue_lock_store.is_legacy_lease(legacy))
+
+        # A brand-new heartbeat lease has them equal too, so the equality
+        # carries no information in either direction.
+        fresh = self.write_lock(
+            created_delta=timedelta(seconds=0), heartbeat_delta=timedelta(seconds=0)
+        )
+        self.assertEqual(
+            fresh["work_lease"]["created_at"],
+            fresh["work_lease"]["last_heartbeat_at"],
+        )
+        self.assertFalse(issue_lock_store.is_legacy_lease(fresh))
+
+    def test_minted_session_id_contains_no_pid(self):
+        """AC-N1: the ownership key must not be derived from the daemon pid."""
+        minted = issue_lock_store.mint_task_session_id()
+        self.assertNotIn(str(os.getpid()), minted)
+        self.assertNotEqual(minted, issue_lock_store.mint_task_session_id())
+
+
+class TestFreshnessIsHeartbeatDriven(_LockFixture):
+    """AC-N2 and the new bands."""
+
+    def test_fresh_heartbeat_is_live(self):
+        record = self.write_lock(heartbeat_delta=timedelta(minutes=1))
+        fresh = issue_lock_store.assess_lock_freshness(record, now=self.now)
+        self.assertEqual(fresh["status"], issue_lock_store.STATUS_LIVE)
+        self.assertTrue(fresh["live"])
+        self.assertFalse(fresh["heartbeat_warning"])
+
+    def test_heartbeat_past_warning_is_still_live_but_flagged(self):
+        record = self.write_lock(heartbeat_delta=timedelta(minutes=6))
+        fresh = issue_lock_store.assess_lock_freshness(record, now=self.now)
+        self.assertEqual(fresh["status"], issue_lock_store.STATUS_LIVE)
+        self.assertTrue(fresh["heartbeat_warning"])
+
+    def test_missed_heartbeat_past_grace_is_classified_explicitly(self):
+        record = self.write_lock(
+            heartbeat_delta=timedelta(minutes=11),
+            expires_delta=timedelta(minutes=30),
+        )
+        fresh = issue_lock_store.assess_lock_freshness(record, now=self.now)
+        self.assertEqual(
+            fresh["status"], issue_lock_store.STATUS_STALE_MISSED_HEARTBEAT
+        )
+        self.assertFalse(fresh["live"])
+        self.assertTrue(fresh["stale"])
+
+    def test_alive_pid_never_establishes_freshness(self):
+        """The defect in one assertion.
+
+        The recorded PID is this very process, so it is unambiguously alive —
+        and the lease is still not live, because the task stopped heartbeating.
+        """
+        record = self.write_lock(
+            pid=os.getpid(),
+            heartbeat_delta=timedelta(hours=4),
+            expires_delta=timedelta(hours=4),
+        )
+        fresh = issue_lock_store.assess_lock_freshness(record, now=self.now)
+        self.assertTrue(fresh["pid_alive"])
+        self.assertFalse(fresh["live"])
+        self.assertEqual(
+            fresh["status"], issue_lock_store.STATUS_STALE_MISSED_HEARTBEAT
+        )
+
+    def test_dead_pid_still_marks_stale_for_issue_753(self):
+        """The opposite asymmetry: dead-PID corroboration is preserved."""
+        record = self.write_lock(pid=DEAD_PID, heartbeat_delta=timedelta(minutes=1))
+        fresh = issue_lock_store.assess_lock_freshness(record, now=self.now)
+        self.assertEqual(fresh["status"], issue_lock_store.STATUS_STALE)
+        self.assertFalse(fresh["live"])
+        self.assertIn("not alive", fresh["reason"])
+
+    def test_absolute_cap_requires_readoption(self):
+        record = self.write_lock(
+            created_delta=timedelta(hours=9), heartbeat_delta=timedelta(minutes=1)
+        )
+        fresh = issue_lock_store.assess_lock_freshness(record, now=self.now)
+        self.assertEqual(fresh["status"], issue_lock_store.STATUS_STALE_ABSOLUTE_CAP)
+        self.assertIn("re-adoption", fresh["reason"])
+
+    def test_heartbeat_lifecycle_without_a_heartbeat_fails_closed(self):
+        record = self.write_lock()
+        del record["work_lease"]["last_heartbeat_at"]
+        issue_lock_store.save_lock_file(self._path(), record)
+        fresh = issue_lock_store.assess_lock_freshness(record, now=self.now)
+        self.assertEqual(
+            fresh["status"], issue_lock_store.STATUS_STALE_MISSED_HEARTBEAT
+        )
+        self.assertIn("fail closed", fresh["reason"])
+
+    def test_absent_lock(self):
+        fresh = issue_lock_store.assess_lock_freshness(None)
+        self.assertEqual(fresh["status"], issue_lock_store.STATUS_ABSENT)
+        self.assertFalse(fresh["stale"])
+
+
+class TestLegacyLocksStayProtected(_LockFixture):
+    """AC-N8: deployment must not retroactively shorten an existing claim."""
+
+    def test_legacy_lock_with_a_stale_heartbeat_remains_live(self):
+        """The deployment-safety case.
+
+        A four-hour legacy lease minted three hours ago has not heartbeated
+        once. Under the new grace it would be long gone; under its preserved
+        absolute expiry it is still live, and must stay that way.
+        """
+        record = self.write_lock(
+            lifecycle=None,
+            created_delta=timedelta(hours=3),
+            heartbeat_delta=timedelta(hours=3),
+            expires_delta=timedelta(hours=1),
+        )
+        fresh = issue_lock_store.assess_lock_freshness(record, now=self.now)
+        self.assertEqual(fresh["status"], issue_lock_store.STATUS_LIVE)
+        self.assertTrue(fresh["live"])
+        self.assertTrue(fresh["legacy_lease"])
+        self.assertTrue(fresh["legacy_expiry_preserved"])
+
+    def test_legacy_lock_past_its_absolute_expiry_is_expired_as_before(self):
+        record = self.write_lock(
+            lifecycle=None,
+            created_delta=timedelta(hours=5),
+            heartbeat_delta=timedelta(hours=5),
+            expires_delta=timedelta(hours=-1),
+        )
+        fresh = issue_lock_store.assess_lock_freshness(record, now=self.now)
+        self.assertEqual(fresh["status"], issue_lock_store.STATUS_EXPIRED)
+
+    def test_legacy_lock_is_never_reclaimed_by_the_heartbeat_band(self):
+        record = self.write_lock(
+            lifecycle=None,
+            created_delta=timedelta(hours=3),
+            heartbeat_delta=timedelta(hours=3),
+            expires_delta=timedelta(hours=1),
+        )
+        reclaim = issue_lock_store.assess_expired_lock_reclaim(record, now=self.now)
+        self.assertFalse(reclaim["reclaim_allowed"])
+
+
+class TestReclaimAfterMissedHeartbeat(_LockFixture):
+    def test_missed_heartbeat_makes_ownership_reclaimable(self):
+        record = self.write_lock(
+            pid=os.getpid(),
+            heartbeat_delta=timedelta(minutes=15),
+            expires_delta=timedelta(hours=3),
+        )
+        reclaim = issue_lock_store.assess_expired_lock_reclaim(record, now=self.now)
+        self.assertTrue(reclaim["reclaim_allowed"])
+        self.assertIn("stale_missed_heartbeat", reclaim["reasons"][0])
+
+    def test_live_lease_is_never_reclaimable(self):
+        record = self.write_lock(heartbeat_delta=timedelta(minutes=1))
+        reclaim = issue_lock_store.assess_expired_lock_reclaim(record, now=self.now)
+        self.assertFalse(reclaim["reclaim_allowed"])
+
+    def test_dead_pid_reclaim_path_is_unchanged(self):
+        """#753 must keep working through its original conditions."""
+        record = self.write_lock(pid=DEAD_PID, heartbeat_delta=timedelta(minutes=1))
+        reclaim = issue_lock_store.assess_expired_lock_reclaim(record, now=self.now)
+        self.assertTrue(reclaim["reclaim_allowed"])
+        self.assertTrue(reclaim["owner_pid_dead"])
+
+
+class TestHeartbeatWriter(_LockFixture):
+    """A4: flock + CAS + exact verification, and no revival path."""
+
+    def _heartbeat(self, **kwargs):
+        params = {
+            "remote": REMOTE,
+            "org": ORG,
+            "repo": REPO,
+            "issue_number": ISSUE,
+            "branch_name": BRANCH,
+            "worktree_path": self.worktree,
+            "identity": IDENTITY,
+            "profile": PROFILE,
+            "task_session_id": "author_issue_work-aaaabbbbccccdddd",
+            "lock_dir": self.lock_dir.name,
+            "now": self.now,
+        }
+        params.update(kwargs)
+        return issue_lock_store.heartbeat_session_lock(**params)
+
+    def test_heartbeat_slides_expiry_and_advances_generation(self):
+        self.write_lock(heartbeat_delta=timedelta(minutes=4), generation=5)
+        result = self._heartbeat()
+        self.assertTrue(result["success"], result)
+        self.assertEqual(result["prior_generation"], 5)
+        self.assertEqual(result["lock_generation"], 6)
+        self.assertEqual(result["heartbeat_count"], 1)
+        self.assertEqual(result["last_heartbeat_at"], _ts(self.now))
+        self.assertEqual(result["expires_at"], _ts(self.now + timedelta(minutes=10)))
+        self.assertTrue(result["freshness"]["live"])
+
+    def test_heartbeat_is_durable_and_repeatable(self):
+        self.write_lock(heartbeat_delta=timedelta(minutes=4))
+        self._heartbeat()
+        second = self._heartbeat(now=self.now + timedelta(minutes=1))
+        self.assertTrue(second["success"], second)
+        self.assertEqual(second["heartbeat_count"], 2)
+        written = issue_lock_store.read_lock_file(self._path())
+        self.assertEqual(written["work_lease"]["heartbeat_count"], 2)
+
+    def test_stale_generation_is_refused(self):
+        self.write_lock(generation=5)
+        result = self._heartbeat(expected_generation=4)
+        self.assertFalse(result["success"])
+        self.assertIn("generation changed", result["reasons"][0])
+
+    def test_foreign_session_is_refused(self):
+        self.write_lock()
+        result = self._heartbeat(task_session_id="author_issue_work-ffffffffffffffff")
+        self.assertFalse(result["success"])
+        self.assertIn("task_session_id does not match", " ".join(result["reasons"]))
+
+    def test_missing_session_id_is_refused(self):
+        self.write_lock()
+        result = self._heartbeat(task_session_id="")
+        self.assertFalse(result["success"])
+
+    def test_foreign_claimant_is_refused(self):
+        self.write_lock()
+        for field, value in (
+            ("identity", "someone-else"),
+            ("profile", "other-profile"),
+        ):
+            with self.subTest(field=field):
+                result = self._heartbeat(**{field: value})
+                self.assertFalse(result["success"])
+
+    def test_branch_and_worktree_mismatch_are_refused(self):
+        self.write_lock()
+        wrong_branch = self._heartbeat(branch_name=f"fix/issue-{ISSUE}-other")
+        self.assertFalse(wrong_branch["success"])
+        wrong_worktree = self._heartbeat(worktree_path="/tmp/not-the-worktree")
+        self.assertFalse(wrong_worktree["success"])
+
+    def test_lapsed_lease_cannot_be_heartbeated_back_to_life(self):
+        """No revival path (A4).
+
+        A session that stopped proving liveness must reclaim under a fresh
+        generation, not restore ownership retroactively.
+        """
+        self.write_lock(
+            heartbeat_delta=timedelta(minutes=30), expires_delta=timedelta(hours=1)
+        )
+        result = self._heartbeat()
+        self.assertFalse(result["success"])
+        self.assertIn("reclaimed", " ".join(result["reasons"]))
+
+    def test_absent_lock_cannot_be_created_by_heartbeat(self):
+        result = self._heartbeat()
+        self.assertFalse(result["success"])
+        self.assertIn("no durable lock", result["reasons"][0])
+
+    def test_legacy_lock_is_refused_until_rebound(self):
+        self.write_lock(lifecycle=None)
+        result = self._heartbeat()
+        self.assertFalse(result["success"])
+        self.assertTrue(result["legacy_lease"])
+        self.assertIn("rebound", " ".join(result["reasons"]))
+
+
+class TestLegacyRebind(_LockFixture):
+    """AC-N8 exit route: canonical exact-owner rebinding."""
+
+    def _rebind(self, **kwargs):
+        params = {
+            "remote": REMOTE,
+            "org": ORG,
+            "repo": REPO,
+            "issue_number": ISSUE,
+            "branch_name": BRANCH,
+            "worktree_path": self.worktree,
+            "identity": IDENTITY,
+            "profile": PROFILE,
+            "lock_dir": self.lock_dir.name,
+            "now": self.now,
+        }
+        params.update(kwargs)
+        return issue_lock_store.rebind_legacy_lock(**params)
+
+    def test_rebind_mints_a_session_and_a_genuine_first_heartbeat(self):
+        self.write_lock(
+            lifecycle=None,
+            created_delta=timedelta(hours=3),
+            heartbeat_delta=timedelta(hours=3),
+            expires_delta=timedelta(hours=1),
+            generation=2,
+        )
+        result = self._rebind()
+        self.assertTrue(result["success"], result)
+        self.assertTrue(result["task_session_id"])
+        self.assertEqual(result["lock_generation"], 3)
+
+        written = issue_lock_store.read_lock_file(self._path())
+        lease = written["work_lease"]
+        self.assertEqual(
+            lease["lifecycle_version"], lease_policy.LIFECYCLE_HEARTBEAT_V1
+        )
+        self.assertEqual(lease["last_heartbeat_at"], _ts(self.now))
+        self.assertEqual(lease["expires_at"], _ts(self.now + timedelta(minutes=10)))
+        self.assertFalse(issue_lock_store.is_legacy_lease(written))
+        # The original claim is preserved for audit rather than overwritten.
+        origin = written["legacy_rebind"]["legacy_origin"]
+        self.assertTrue(origin["created_at"])
+        self.assertEqual(origin["lifecycle"], lease_policy.LIFECYCLE_LEGACY)
+
+    def test_rebound_lock_can_then_heartbeat(self):
+        self.write_lock(
+            lifecycle=None,
+            created_delta=timedelta(hours=3),
+            heartbeat_delta=timedelta(hours=3),
+            expires_delta=timedelta(hours=1),
+        )
+        rebound = self._rebind()
+        beat = issue_lock_store.heartbeat_session_lock(
+            remote=REMOTE,
+            org=ORG,
+            repo=REPO,
+            issue_number=ISSUE,
+            branch_name=BRANCH,
+            worktree_path=self.worktree,
+            identity=IDENTITY,
+            profile=PROFILE,
+            task_session_id=rebound["task_session_id"],
+            lock_dir=self.lock_dir.name,
+            now=self.now + timedelta(minutes=1),
+        )
+        self.assertTrue(beat["success"], beat)
+
+    def test_rebind_refuses_a_foreign_owner(self):
+        self.write_lock(lifecycle=None, expires_delta=timedelta(hours=1))
+        result = self._rebind(identity="someone-else")
+        self.assertFalse(result["success"])
+
+    def test_rebind_refuses_a_lock_already_on_the_lifecycle(self):
+        self.write_lock()
+        result = self._rebind()
+        self.assertFalse(result["success"])
+        self.assertFalse(result["legacy_lease"])
+
+    def test_rebind_is_not_a_recovery_path_for_a_lapsed_legacy_lease(self):
+        """An expired legacy lease belongs to #760 renewal or #601 reclaim."""
+        self.write_lock(
+            lifecycle=None,
+            created_delta=timedelta(hours=5),
+            heartbeat_delta=timedelta(hours=5),
+            expires_delta=timedelta(hours=-1),
+        )
+        result = self._rebind()
+        self.assertFalse(result["success"])
+        self.assertIn("not a recovery path", " ".join(result["reasons"]))
+
+
+if __name__ == "__main__":
+    unittest.main()

tests/test_webui_console_authz_audit.py

@@ -0,0 +1,703 @@
+"""Console authorization, redaction, and audit model tests (#633).
+
+Covers each acceptance criterion and each required test named in the issue:
+
+* AC1 — RBAC matrix and privileged-action list.
+* AC2 — redaction rules, unit-tested against sample payloads.
+* AC3 — audit event schema with required fields and retention defaults.
+* AC4 — Phase 2 integration points.
+* AC5 — local-dev mode with explicit insecurity warnings.
+
+Required tests: redaction units (token, keychain, password patterns),
+default-deny for unauthenticated write stubs, and audit record creation for a
+simulated privileged preview.
+"""
+
+from __future__ import annotations
+
+import datetime
+import json
+import os
+import pathlib
+import sys
+import tempfile
+import unittest
+
+from starlette.testclient import TestClient
+
+sys.path.insert(0, str(pathlib.Path(__file__).resolve().parents[1]))
+
+from task_capability_map import TASK_CAPABILITY_MAP  # noqa: E402
+from webui import console_audit, console_authz  # noqa: E402
+from webui.app import create_app  # noqa: E402
+from webui.console_redaction import (  # noqa: E402
+    REDACTED,
+    redact_payload,
+    redact_text,
+    redaction_policy,
+    scan_for_secrets,
+)
+
+DOCS = pathlib.Path(__file__).resolve().parents[1] / "docs"
+AUTHZ_DOC = DOCS / "webui-authz-audit.md"
+
+
+def _principal(role: str) -> console_authz.Principal:
+    return console_authz.Principal(
+        subject=f"{role}@example.com",
+        role=role,
+        identity_source=console_authz.IDENTITY_ACCESS_PROXY,
+        authenticated=True,
+    )
+
+
+class TestRoleMatrix(unittest.TestCase):
+    """AC1 — the written RBAC matrix and privileged-action list."""
+
+    def test_roles_are_ordered_least_to_most_authority(self):
+        self.assertEqual(
+            console_authz.ROLE_ORDER,
+            ("viewer", "operator", "controller", "admin"),
+        )
+
+    def test_every_role_has_a_description(self):
+        for role in console_authz.ROLE_ORDER:
+            with self.subTest(role=role):
+                self.assertTrue(console_authz.ROLE_DESCRIPTIONS[role].strip())
+
+    def test_higher_roles_inherit_lower_role_actions(self):
+        matrix = {
+            entry["role"]: set(entry["permitted_actions"])
+            for entry in console_authz.rbac_matrix()["roles"]
+        }
+        for lower, higher in zip(
+            console_authz.ROLE_ORDER, console_authz.ROLE_ORDER[1:]
+        ):
+            with self.subTest(lower=lower, higher=higher):
+                self.assertTrue(matrix[lower].issubset(matrix[higher]))
+
+    def test_viewer_holds_no_write_action(self):
+        matrix = {
+            entry["role"]: set(entry["permitted_actions"])
+            for entry in console_authz.rbac_matrix()["roles"]
+        }
+        self.assertEqual(matrix["viewer"], set())
+
+    def test_privileged_action_list_is_non_empty_and_classified(self):
+        privileged = console_authz.privileged_actions()
+        self.assertTrue(privileged)
+        ids = {action.action_id for action in privileged}
+        # Merge and branch deletion are the canonical privileged pair.
+        self.assertIn("merge_pr", ids)
+        self.assertIn("delete_branch", ids)
+
+    def test_merge_and_delete_require_dual_control_and_break_glass(self):
+        for action_id in ("merge_pr", "delete_branch"):
+            with self.subTest(action=action_id):
+                action = console_authz.get_action(action_id)
+                self.assertTrue(action.dual_control)
+                self.assertTrue(action.break_glass)
+                self.assertTrue(action.requires_confirmation)
+
+    def test_every_write_action_requires_confirmation(self):
+        for action in console_authz.ACTIONS.values():
+            with self.subTest(action=action.action_id):
+                self.assertTrue(action.requires_confirmation)
+
+    def test_delete_branch_is_admin_only(self):
+        self.assertEqual(
+            console_authz.get_action("delete_branch").minimum_role,
+            console_authz.ADMIN,
+        )
+
+    def test_actions_map_to_real_mcp_capability_vocabulary(self):
+        """The console must not invent an authority the MCP layer lacks."""
+        for action in console_authz.ACTIONS.values():
+            with self.subTest(action=action.action_id):
+                self.assertIn(action.task_key, TASK_CAPABILITY_MAP)
+                self.assertEqual(
+                    action.mcp_permission,
+                    TASK_CAPABILITY_MAP[action.task_key]["permission"],
+                )
+                self.assertEqual(
+                    action.mcp_role,
+                    TASK_CAPABILITY_MAP[action.task_key]["role"],
+                )
+
+    def test_matrix_declares_deny_by_default_and_execution_disabled(self):
+        matrix = console_authz.rbac_matrix()
+        self.assertEqual(matrix["default_decision"], "deny")
+        self.assertFalse(matrix["execution_enabled"])
+
+
+class TestAuthorizeDefaultDeny(unittest.TestCase):
+    """Fail-closed behaviour of the authorization decision."""
+
+    def test_anonymous_is_denied_every_action(self):
+        for action_id in console_authz.ACTIONS:
+            with self.subTest(action=action_id):
+                decision = console_authz.authorize(action_id)
+                self.assertFalse(decision.allowed)
+                self.assertEqual(
+                    decision.reason_code, console_authz.DENY_UNAUTHENTICATED
+                )
+
+    def test_unknown_action_is_denied(self):
+        decision = console_authz.authorize(
+            "not_a_real_action", _principal("admin")
+        )
+        self.assertFalse(decision.allowed)
+        self.assertEqual(decision.reason_code, console_authz.DENY_UNKNOWN_ACTION)
+
+    def test_unknown_role_is_denied(self):
+        rogue = console_authz.Principal(
+            subject="[email protected]",
+            role="superuser",
+            identity_source=console_authz.IDENTITY_ACCESS_PROXY,
+            authenticated=True,
+        )
+        decision = console_authz.authorize("comment_issue", rogue)
+        self.assertFalse(decision.allowed)
+        self.assertEqual(decision.reason_code, console_authz.DENY_UNKNOWN_ROLE)
+
+    def test_insufficient_role_is_denied(self):
+        decision = console_authz.authorize("merge_pr", _principal("operator"))
+        self.assertFalse(decision.allowed)
+        self.assertEqual(
+            decision.reason_code, console_authz.DENY_INSUFFICIENT_ROLE
+        )
+
+    def test_sufficient_role_allows_preview_only(self):
+        decision = console_authz.authorize("merge_pr", _principal("controller"))
+        self.assertTrue(decision.allowed)
+        self.assertFalse(decision.execution_enabled)
+
+    def test_execution_is_refused_while_phase_is_not_active(self):
+        decision = console_authz.authorize(
+            "merge_pr", _principal("controller"), for_execution=True
+        )
+        self.assertFalse(decision.allowed)
+        self.assertEqual(
+            decision.reason_code, console_authz.DENY_PHASE_NOT_ACTIVE
+        )
+
+    def test_allowed_decision_never_reports_execution_enabled(self):
+        for action_id in console_authz.ACTIONS:
+            with self.subTest(action=action_id):
+                decision = console_authz.authorize(
+                    action_id, _principal("admin")
+                )
+                self.assertFalse(decision.execution_enabled)
+
+
+class TestIdentityResolution(unittest.TestCase):
+    """AC5 — identity sources, including the insecure local-dev mode."""
+
+    def test_no_auth_mode_yields_anonymous_viewer(self):
+        principal = console_authz.resolve_principal(env={})
+        self.assertFalse(principal.authenticated)
+        self.assertEqual(principal.role, console_authz.VIEWER)
+        self.assertEqual(principal.identity_source, console_authz.IDENTITY_NONE)
+
+    def test_local_dev_mode_warns_that_identity_is_unverified(self):
+        principal = console_authz.resolve_principal(
+            env={
+                console_authz.AUTH_MODE_ENV: "local-dev",
+                console_authz.DEV_SUBJECT_ENV: "[email protected]",
+                console_authz.DEV_ROLE_ENV: "admin",
+            }
+        )
+        self.assertTrue(principal.authenticated)
+        self.assertEqual(principal.role, "admin")
+        self.assertTrue(principal.warnings)
+        self.assertIn("asserted", " ".join(principal.warnings).lower())
+
+    def test_local_dev_without_subject_falls_back_to_anonymous(self):
+        principal = console_authz.resolve_principal(
+            env={console_authz.AUTH_MODE_ENV: "local-dev"}
+        )
+        self.assertFalse(principal.authenticated)
+
+    def test_local_dev_unknown_role_degrades_to_viewer(self):
+        principal = console_authz.resolve_principal(
+            env={
+                console_authz.AUTH_MODE_ENV: "local_dev",
+                console_authz.DEV_SUBJECT_ENV: "[email protected]",
+                console_authz.DEV_ROLE_ENV: "root",
+            }
+        )
+        self.assertEqual(principal.role, console_authz.VIEWER)
+
+    def test_access_proxy_without_header_fails_closed(self):
+        """A proxy-mode request that did not traverse the proxy is anonymous."""
+        principal = console_authz.resolve_principal(
+            headers={},
+            env={console_authz.AUTH_MODE_ENV: "access_proxy"},
+        )
+        self.assertFalse(principal.authenticated)
+
+    def test_access_proxy_role_comes_from_server_config_not_client(self):
+        env = {
+            console_authz.AUTH_MODE_ENV: "access_proxy",
+            console_authz.ROLE_MAP_ENV: json.dumps(
+                {"[email protected]": "controller"}
+            ),
+        }
+        principal = console_authz.resolve_principal(
+            headers={
+                console_authz.ACCESS_SUBJECT_HEADER: "[email protected]",
+                "x-role": "admin",  # client-supplied role must be ignored
+            },
+            env=env,
+        )
+        self.assertEqual(principal.role, "controller")
+
+    def test_access_proxy_unmapped_subject_defaults_to_viewer(self):
+        principal = console_authz.resolve_principal(
+            headers={
+                console_authz.ACCESS_SUBJECT_HEADER: "[email protected]"
+            },
+            env={console_authz.AUTH_MODE_ENV: "access_proxy"},
+        )
+        self.assertEqual(principal.role, console_authz.VIEWER)
+
+    def test_malformed_role_map_does_not_raise_and_denies(self):
+        principal = console_authz.resolve_principal(
+            headers={console_authz.ACCESS_SUBJECT_HEADER: "[email protected]"},
+            env={
+                console_authz.AUTH_MODE_ENV: "access_proxy",
+                console_authz.ROLE_MAP_ENV: "{not json",
+            },
+        )
+        self.assertEqual(principal.role, console_authz.VIEWER)
+
+    def test_probe_auth_is_opt_in(self):
+        self.assertFalse(console_authz.probe_auth_required(env={}))
+        self.assertTrue(
+            console_authz.probe_auth_required(
+                env={console_authz.REQUIRE_PROBE_AUTH_ENV: "1"}
+            )
+        )
+
+    def test_probe_auth_is_declared_but_not_yet_enforced(self):
+        """Phase 1 declares the probe-auth policy; no route enforces it yet.
+
+        The flag exists so the Phase 2 action framework has a declared policy
+        to honour instead of inventing a second one. Pinning the current
+        not-enforced status here means wiring it later is a deliberate change
+        that updates this test and the documentation together, rather than a
+        silent behaviour shift. The documentation must say so plainly, because
+        an operator who sets the variable believing it protects a probe is
+        worse off than one who knows it does not.
+        """
+        import inspect
+
+        from webui import app as webui_app
+
+        source = inspect.getsource(webui_app)
+        self.assertNotIn(
+            "probe_auth_required",
+            source,
+            msg=(
+                "webui.app now consults probe_auth_required, so probe auth is "
+                "no longer merely declared. Update the 'Probe authentication' "
+                "section of docs/webui-authz-audit.md, which states it "
+                "enforces nothing, and replace this test with real "
+                "enforcement coverage."
+            ),
+        )
+        self.assertIn(
+            "enforces nothing today",
+            AUTHZ_DOC.read_text(encoding="utf-8"),
+        )
+
+
+class TestRedaction(unittest.TestCase):
+    """AC2 — required redaction units: token, keychain, password patterns."""
+
+    def test_token_assignment_is_redacted(self):
+        out = redact_text("GITEA_TOKEN=abcd1234efgh5678ijkl")
+        self.assertIn(REDACTED, out)
+        self.assertNotIn("abcd1234efgh5678ijkl", out)
+
+    def test_password_assignment_is_redacted(self):
+        out = redact_text("password: hunter2supersecret")
+        self.assertIn(REDACTED, out)
+        self.assertNotIn("hunter2supersecret", out)
+
+    def test_keychain_reference_is_redacted(self):
+        out = redact_text("keychain:gitea-prgs-token")
+        self.assertIn(REDACTED, out)
+        self.assertNotIn("gitea-prgs-token", out)
+
+    def test_keychain_command_is_redacted(self):
+        out = redact_text("security find-generic-password -s gitea -w")
+        self.assertIn(REDACTED, out)
+        self.assertNotIn("find-generic-password -s gitea", out)
+
+    def test_bearer_credential_is_redacted(self):
+        out = redact_text("Authorization: Bearer abcdef1234567890abcdef")
+        self.assertNotIn("abcdef1234567890abcdef", out)
+
+    def test_jwt_is_redacted(self):
+        token = "eyJhbGciOiJIUzI1NiJ9.eyJzdWIiOiIxIn0.abcdefghijklmnop"
+        out = redact_text(f"session={token}")
+        self.assertNotIn(token, out)
+
+    def test_private_key_block_is_redacted(self):
+        pem = (
+            "-----BEGIN RSA PRIVATE KEY-----\n"
+            "MIIEowIBAAKCAQEAsecretmaterial\n"
+            "-----END RSA PRIVATE KEY-----"
+        )
+        out = redact_text(pem)
+        self.assertNotIn("MIIEowIBAAKCAQEAsecretmaterial", out)
+
+    def test_api_key_assignment_is_redacted(self):
+        out = redact_text('api_key = "sk-live-9f8e7d6c5b4a3210"')
+        self.assertNotIn("sk-live-9f8e7d6c5b4a3210", out)
+
+    def test_nested_payload_is_redacted_recursively(self):
+        payload = {
+            "token": "abc123456789",
+            "nested": {"note": "password=letmein12345"},
+            "list": ["keychain:some-entry"],
+            "safe": "plain text",
+        }
+        out = redact_payload(payload)
+        self.assertEqual(out["token"], REDACTED)
+        self.assertNotIn("letmein12345", json.dumps(out))
+        self.assertNotIn("some-entry", json.dumps(out))
+        self.assertEqual(out["safe"], "plain text")
+
+    def test_scan_reports_findings_before_and_none_after(self):
+        dirty = "password: hunter2supersecret"
+        self.assertTrue(scan_for_secrets(dirty))
+        self.assertEqual(scan_for_secrets(redact_text(dirty)), [])
+
+    def test_non_strings_pass_through_untouched(self):
+        self.assertEqual(redact_text(42), 42)
+        self.assertEqual(
+            redact_payload({"n": 1, "b": True}), {"n": 1, "b": True}
+        )
+
+    def test_policy_is_documented_and_declares_redact_before_persist(self):
+        policy = redaction_policy()
+        self.assertTrue(policy["redact_before_persist"])
+        self.assertIn("audit_records", policy["applies_to"])
+        self.assertTrue(policy["console_rules"])
+
+    def test_policy_statement_contains_no_secret_material(self):
+        self.assertEqual(scan_for_secrets(redaction_policy()), [])
+
+
+class TestAuditSchema(unittest.TestCase):
+    """AC3 — audit event schema, required fields, and retention defaults."""
+
+    def _event(self, action_id="merge_pr", **kwargs):
+        return console_audit.build_event(
+            action_id=action_id,
+            result=console_audit.RESULT_DENIED,
+            decision=console_authz.authorize(action_id, _principal("operator")),
+            target={"kind": "pr", "ref": "#123"},
+            request_id="req-test",
+            **kwargs,
+        )
+
+    def test_every_required_field_is_present(self):
+        event = self._event()
+        for field in console_audit.REQUIRED_FIELDS:
+            with self.subTest(field=field):
+                self.assertIn(field, event)
+
+    def test_actor_carries_who_and_how_they_were_identified(self):
+        event = self._event()
+        for field in console_audit.REQUIRED_ACTOR_FIELDS:
+            with self.subTest(field=field):
+                self.assertIn(field, event["actor"])
+
+    def test_correlation_ids_are_present(self):
+        event = self._event()
+        for field in console_audit.REQUIRED_CORRELATION_FIELDS:
+            with self.subTest(field=field):
+                self.assertIn(field, event["correlation"])
+        self.assertEqual(event["correlation"]["request_id"], "req-test")
+        self.assertEqual(event["correlation"]["mcp_task"], "merge_pr")
+
+    def test_timestamp_is_timezone_aware_utc_iso8601(self):
+        now = datetime.datetime(
+            2026, 7, 22, 10, 16, 42, tzinfo=datetime.timezone.utc
+        )
+        event = self._event(now=now)
+        self.assertEqual(event["timestamp"], "2026-07-22T10:16:42+00:00")
+        parsed = datetime.datetime.fromisoformat(event["timestamp"])
+        self.assertIsNotNone(parsed.tzinfo)
+
+    def test_retention_defaults_by_class(self):
+        self.assertEqual(
+            console_audit.RETENTION_DAYS[console_audit.RETENTION_STANDARD], 90
+        )
+        self.assertEqual(
+            console_audit.RETENTION_DAYS[console_audit.RETENTION_PRIVILEGED],
+            365,
+        )
+        self.assertEqual(
+            console_audit.RETENTION_DAYS[console_audit.RETENTION_BREAK_GLASS],
+            730,
+        )
+
+    def test_break_glass_action_retains_longest(self):
+        event = self._event("merge_pr")
+        self.assertEqual(
+            event["retention"]["class"], console_audit.RETENTION_BREAK_GLASS
+        )
+
+    def test_routine_write_uses_standard_retention(self):
+        event = self._event("comment_issue")
+        self.assertEqual(
+            event["retention"]["class"], console_audit.RETENTION_STANDARD
+        )
+
+    def test_unknown_action_retains_as_privileged_not_standard(self):
+        """Conservative direction: keep an unclassifiable record longer."""
+        self.assertEqual(
+            console_audit.retention_class_for(None),
+            console_audit.RETENTION_PRIVILEGED,
+        )
+
+    def test_retention_expiry_matches_declared_days(self):
+        now = datetime.datetime(2026, 7, 22, tzinfo=datetime.timezone.utc)
+        event = self._event("comment_issue", now=now)
+        expires = datetime.datetime.fromisoformat(
+            event["retention"]["expires_at"]
+        )
+        self.assertEqual((expires - now).days, 90)
+
+    def test_invalid_result_degrades_to_failed(self):
+        event = console_audit.build_event(action_id="merge_pr", result="banana")
+        self.assertEqual(event["result"], console_audit.RESULT_FAILED)
+
+    def test_denied_result_is_representable(self):
+        """An authorization denial has no MCP-side mutation record."""
+        self.assertIn(console_audit.RESULT_DENIED, console_audit.RESULTS)
+
+    def test_event_is_redacted_before_it_is_returned(self):
+        event = console_audit.build_event(
+            action_id="merge_pr",
+            result=console_audit.RESULT_DENIED,
+            detail="failed with token=abcdef1234567890",
+            metadata={"password": "hunter2supersecret"},
+        )
+        serialized = json.dumps(event)
+        self.assertNotIn("abcdef1234567890", serialized)
+        self.assertNotIn("hunter2supersecret", serialized)
+        self.assertTrue(event["redacted"])
+
+    def test_audit_policy_reports_schema_and_retention(self):
+        policy = console_audit.audit_policy()
+        self.assertTrue(policy["append_only"])
+        self.assertTrue(policy["redact_before_persist"])
+        self.assertEqual(
+            policy["retention_defaults_days"], console_audit.RETENTION_DAYS
+        )
+
+
+class TestAuditSink(unittest.TestCase):
+    """Append-only persistence behaviour."""
+
+    def test_write_is_a_noop_when_sink_is_unconfigured(self):
+        saved = os.environ.pop(console_audit.AUDIT_LOG_ENV, None)
+        try:
+            self.assertFalse(console_audit.audit_enabled())
+            self.assertFalse(console_audit.write_event({"schema_version": 1}))
+        finally:
+            if saved is not None:
+                os.environ[console_audit.AUDIT_LOG_ENV] = saved
+
+    def test_records_append_one_json_line_each(self):
+        with tempfile.TemporaryDirectory() as tmp:
+            sink = os.path.join(tmp, "console-audit.jsonl")
+            for _ in range(3):
+                event = console_audit.build_event(
+                    action_id="merge_pr", result=console_audit.RESULT_DENIED
+                )
+                self.assertTrue(console_audit.write_event(event, path=sink))
+            with open(sink, encoding="utf-8") as handle:
+                lines = [json.loads(line) for line in handle if line.strip()]
+            self.assertEqual(len(lines), 3)
+            self.assertEqual(len({line["event_id"] for line in lines}), 3)
+
+    def test_a_record_that_still_carries_a_secret_is_not_persisted(self):
+        with tempfile.TemporaryDirectory() as tmp:
+            sink = os.path.join(tmp, "console-audit.jsonl")
+            leaky = {
+                "schema_version": 1,
+                "detail": "password: hunter2supersecret",
+            }
+            self.assertFalse(console_audit.write_event(leaky, path=sink))
+            self.assertFalse(os.path.exists(sink))
+
+    def test_write_never_raises_on_a_bad_path(self):
+        self.assertFalse(
+            console_audit.write_event(
+                {"schema_version": 1}, path="/nonexistent-dir/audit.jsonl"
+            )
+        )
+
+    def test_simulated_privileged_preview_creates_an_audit_record(self):
+        """Required test: audit record creation for a privileged preview."""
+        with tempfile.TemporaryDirectory() as tmp:
+            sink = os.path.join(tmp, "console-audit.jsonl")
+            os.environ[console_audit.AUDIT_LOG_ENV] = sink
+            try:
+                decision = console_authz.authorize(
+                    "merge_pr", _principal("controller")
+                )
+                outcome = console_audit.record_event(
+                    action_id="merge_pr",
+                    result=console_audit.RESULT_PREVIEWED,
+                    decision=decision,
+                    target={"kind": "pr", "ref": "#123"},
+                    request_id="req-preview",
+                )
+            finally:
+                os.environ.pop(console_audit.AUDIT_LOG_ENV, None)
+            self.assertTrue(outcome["written"])
+            with open(sink, encoding="utf-8") as handle:
+                record = json.loads(handle.read().strip())
+            self.assertEqual(record["action"], "merge_pr")
+            self.assertEqual(record["result"], console_audit.RESULT_PREVIEWED)
+            self.assertEqual(record["action_class"], "privileged")
+            self.assertTrue(record["decision"]["allowed"])
+            self.assertFalse(record["decision"]["execution_enabled"])
+            self.assertEqual(record["actor"]["role"], "controller")
+
+    def test_decision_block_survives_redaction(self):
+        """Regression: naming it 'authorization' collided with a secret hint.
+
+        ``gitea_audit._SECRET_KEY_HINTS`` contains "authorization" (for the
+        HTTP header), so a block under that key was replaced wholesale by the
+        placeholder and the record lost its decision entirely.
+        """
+        event = console_audit.build_event(
+            action_id="merge_pr",
+            result=console_audit.RESULT_DENIED,
+            decision=console_authz.authorize("merge_pr", _principal("admin")),
+        )
+        self.assertIsInstance(event["decision"], dict)
+        self.assertIn("allowed", event["decision"])
+
+
+class TestConsoleRoutes(unittest.TestCase):
+    """AC4 — the wired Phase 2 integration points, still fail-closed."""
+
+    def setUp(self):
+        self.client = TestClient(create_app(bind_host="127.0.0.1"))
+
+    def test_unauthenticated_write_stub_is_denied(self):
+        """Required test: default-deny for unauthenticated write stubs."""
+        response = self.client.post(
+            "/api/actions/merge_pr/attempt", json={"pr_number": 99}
+        )
+        self.assertEqual(response.status_code, 403)
+        body = response.json()
+        self.assertFalse(body["success"])
+        authorization = body["authorization"]
+        self.assertFalse(authorization["allowed"])
+        self.assertEqual(
+            authorization["reason_code"], console_authz.DENY_UNAUTHENTICATED
+        )
+        self.assertFalse(authorization["execution_enabled"])
+
+    def test_preview_reports_an_authorization_decision(self):
+        response = self.client.get("/api/actions/merge_pr/preview?pr_number=7")
+        self.assertEqual(response.status_code, 200)
+        authorization = response.json()["authorization"]
+        self.assertFalse(authorization["allowed"])
+        self.assertTrue(authorization["dual_control"])
+        self.assertEqual(authorization["required_role"], "controller")
+
+    def test_unknown_action_preview_still_404s(self):
+        response = self.client.get("/api/actions/no_such_action/preview")
+        self.assertEqual(response.status_code, 404)
+
+    def test_security_model_endpoint_publishes_all_three_policies(self):
+        response = self.client.get("/api/console/security-model")
+        self.assertEqual(response.status_code, 200)
+        body = response.json()
+        self.assertIn("rbac", body)
+        self.assertIn("redaction", body)
+        self.assertIn("audit", body)
+        self.assertEqual(body["rbac"]["default_decision"], "deny")
+
+    def test_security_model_endpoint_leaks_no_secrets(self):
+        response = self.client.get("/api/console/security-model")
+        self.assertEqual(scan_for_secrets(response.json()), [])
+
+    def test_security_model_rejects_writes(self):
+        response = self.client.post("/api/console/security-model", json={})
+        self.assertEqual(response.status_code, 405)
+
+    def test_existing_read_routes_are_unaffected(self):
+        for path in ("/", "/health", "/actions", "/api/actions"):
+            with self.subTest(path=path):
+                self.assertEqual(self.client.get(path).status_code, 200)
+
+
+class TestAuthzAuditDoc(unittest.TestCase):
+    """The model must be written down, not only coded."""
+
+    @classmethod
+    def setUpClass(cls):
+        cls.text = (
+            AUTHZ_DOC.read_text(encoding="utf-8") if AUTHZ_DOC.exists() else ""
+        )
+
+    def test_doc_exists(self):
+        self.assertTrue(AUTHZ_DOC.exists(), f"missing {AUTHZ_DOC}")
+
+    def test_doc_covers_each_required_section(self):
+        for heading in (
+            "Identity sources",
+            "Role matrix",
+            "Privileged actions",
+            "Secret redaction",
+            "Audit event schema",
+            "Retention",
+            "Phase 2 integration",
+            "Local-dev mode",
+        ):
+            with self.subTest(heading=heading):
+                self.assertIn(heading, self.text)
+
+    def test_doc_names_every_role(self):
+        for role in console_authz.ROLE_ORDER:
+            with self.subTest(role=role):
+                self.assertIn(role, self.text)
+
+    def test_doc_names_every_console_action(self):
+        for action_id in console_authz.ACTIONS:
+            with self.subTest(action=action_id):
+                self.assertIn(action_id, self.text)
+
+    def test_doc_states_retention_defaults(self):
+        for days in console_audit.RETENTION_DAYS.values():
+            with self.subTest(days=days):
+                self.assertIn(str(days), self.text)
+
+    def test_doc_warns_local_dev_is_insecure(self):
+        self.assertIn("INSECURE", self.text.upper())
+
+    def test_doc_states_default_deny(self):
+        self.assertIn("deny", self.text.lower())
+
+    def test_doc_contains_no_secret_material(self):
+        self.assertEqual(scan_for_secrets(self.text), [])
+
+    def test_deployment_doc_links_to_the_model(self):
+        deployment = (DOCS / "webui-deployment.md").read_text(encoding="utf-8")
+        self.assertIn("webui-authz-audit", deployment)
+
+
+if __name__ == "__main__":  # pragma: no cover
+    unittest.main()

webui/app.py

@@ -2,6 +2,7 @@
 
 from __future__ import annotations
 
+import uuid
 from datetime import datetime, timezone
 
 from starlette.applications import Starlette
@@ -31,6 +32,9 @@ from final_report_validator import FINAL_REPORT_TASK_KINDS
 
 from webui.gated_actions import attempt_action, load_action_registry, preview_action
 from webui.gated_action_views import render_actions_page
+from webui import console_audit
+from webui.console_authz import authorize, rbac_matrix, resolve_principal
+from webui.console_redaction import redaction_policy
 from webui.audit_validator import audit_report, audit_to_dict
 from webui.audit_views import render_audit_page
 from webui.lease_loader import load_lease_snapshot, snapshot_to_dict as lease_snapshot_to_dict
@@ -276,6 +280,49 @@ async def api_actions(_request: Request) -> JSONResponse:
     return JSONResponse(load_action_registry().to_dict())
 
 
+def _request_id() -> str:
+    return f"req-{uuid.uuid4().hex}"
+
+
+def _audit_target(action_id: str, params: dict[str, object]) -> dict[str, object]:
+    """Describe the action target for the audit record (never secrets)."""
+    if "pr_number" in params:
+        return {"kind": "pr", "ref": f"#{params['pr_number']}"}
+    if "issue_number" in params:
+        return {"kind": "issue", "ref": f"#{params['issue_number']}"}
+    if "branch_name" in params:
+        return {"kind": "branch", "ref": str(params["branch_name"])}
+    return {"kind": "unspecified", "ref": action_id}
+
+
+def _authorize_request(
+    request: Request,
+    action_id: str,
+    params: dict[str, object],
+    *,
+    for_execution: bool,
+    result: str,
+) -> dict[str, object]:
+    """Resolve principal, decide, and audit. Returns the decision payload.
+
+    Phase 1 records the decision rather than enforcing it as the terminal
+    outcome: ``webui.gated_actions`` already fails closed for every action, so
+    this layer cannot loosen anything. Phase 2 enforces on this same decision.
+    """
+    principal = resolve_principal(headers=dict(request.headers))
+    decision = authorize(action_id, principal, for_execution=for_execution)
+    console_audit.record_event(
+        action_id=action_id,
+        result=result,
+        decision=decision,
+        principal=principal,
+        target=_audit_target(action_id, params),
+        request_id=_request_id(),
+        detail=decision.detail,
+    )
+    return decision.to_dict()
+
+
 async def api_action_preview(request: Request) -> JSONResponse:
     action_id = request.path_params["action_id"]
     params = dict(request.query_params)
@@ -285,6 +332,13 @@ async def api_action_preview(request: Request) -> JSONResponse:
     result = preview_action(action_id, **params)
     if "error" in result:
         return JSONResponse(result, status_code=404)
+    result["authorization"] = _authorize_request(
+        request,
+        action_id,
+        params,
+        for_execution=False,
+        result=console_audit.RESULT_PREVIEWED,
+    )
     return JSONResponse(result)
 
 
@@ -298,10 +352,31 @@ async def api_action_attempt(request: Request) -> JSONResponse:
     if not isinstance(body, dict):
         body = {}
     result = attempt_action(action_id, **body)
+    authorization = _authorize_request(
+        request,
+        action_id,
+        body,
+        for_execution=True,
+        result=(
+            console_audit.RESULT_DENIED
+            if not result.get("success")
+            else console_audit.RESULT_ALLOWED
+        ),
+    )
+    result["authorization"] = authorization
     status = 403 if not result.get("success") else 200
     return JSONResponse(result, status_code=status)
 
 
+async def api_console_security_model(_request: Request) -> JSONResponse:
+    """Read-only publication of the #633 authorization/redaction/audit model."""
+    return JSONResponse({
+        "rbac": rbac_matrix(),
+        "redaction": redaction_policy(),
+        "audit": console_audit.audit_policy(),
+    })
+
+
 async def method_not_allowed(request: Request, _exc: Exception) -> Response:
     path = request.url.path
     if path in _AUDIT_MUTATION_PATHS and request.method == "POST":
@@ -358,6 +433,11 @@ def create_app(*, bind_host: str | None = None) -> Starlette:
                 methods=["POST"],
             ),
             Route("/api/leases", api_leases, methods=["GET"]),
+            Route(
+                "/api/console/security-model",
+                api_console_security_model,
+                methods=["GET"],
+            ),
         ],
         exception_handlers={405: method_not_allowed},
     )

webui/console_audit.py

@@ -0,0 +1,281 @@
+"""Console audit event schema, retention, and append-only sink (#633).
+
+``gitea_audit`` records MCP-side *mutations*: which profile and Gitea user
+performed which tool call. It carries no console actor, no identity source, no
+correlation identifier, and no retention class, so it cannot answer the
+question #633 exists to answer — *who sat at the console, what did they
+attempt, and was it authorized?* An authorization denial is not a mutation and
+would never appear there at all.
+
+This module adds the console-side record. It does not replace ``gitea_audit``:
+when a Phase 2 action eventually reaches MCP, both fire, correlated by
+``correlation.request_id``.
+
+Design constraints:
+
+- **Redact before persist.** Every record passes through
+  ``webui.console_redaction.redact_payload`` before serialization, so an
+  unredacted field is never durable.
+- **Append-only.** Records are appended as JSON lines. Nothing here updates or
+  deletes; retention is metadata on each record, enforced by an operator-run
+  policy, never by silent rewriting.
+- **Never raises.** Auditing must not break the request it describes. A failed
+  write returns ``False``.
+- **Off by default.** With ``WEBUI_CONSOLE_AUDIT_LOG`` unset, events are still
+  *built* (so callers and tests see the schema) but nothing is written.
+
+A record looks like this (synthetic values):
+
+    {"schema_version": 1, "event_id": "evt-0001",
+     "timestamp": "2026-07-22T10:16:42+00:00",
+     "actor": {"subject": "[email protected]", "role": "operator",
+               "identity_source": "access_proxy", "authenticated": true},
+     "action": "merge_pr", "action_class": "privileged",
+     "target": {"kind": "pr", "ref": "#123"},
+     "result": "denied", "reason_code": "insufficient_role",
+     "correlation": {"request_id": "req-abc", "session_id": null,
+                     "mcp_task": "merge_pr", "mcp_permission": "gitea.pr.merge"},
+     "retention": {"class": "privileged", "days": 365,
+                   "expires_at": "2027-07-22T10:16:42+00:00"},
+     "redacted": true}
+
+Timestamps are timezone-aware ISO-8601 in UTC.
+"""
+
+from __future__ import annotations
+
+import datetime
+import json
+import os
+import uuid
+from typing import Any
+
+from webui import console_authz
+from webui.console_redaction import redact_payload, scan_for_secrets
+
+SCHEMA_VERSION = 1
+
+AUDIT_LOG_ENV = "WEBUI_CONSOLE_AUDIT_LOG"
+
+# Result vocabulary. ``denied`` is the one ``gitea_audit`` has no equivalent
+# for: an authorization refusal never reaches the MCP layer.
+RESULT_ALLOWED = "allowed"
+RESULT_DENIED = "denied"
+RESULT_PREVIEWED = "previewed"
+RESULT_FAILED = "failed"
+RESULT_SUCCEEDED = "succeeded"
+
+RESULTS = frozenset(
+    {
+        RESULT_ALLOWED,
+        RESULT_DENIED,
+        RESULT_PREVIEWED,
+        RESULT_FAILED,
+        RESULT_SUCCEEDED,
+    }
+)
+
+# Retention classes and default lifetimes in days. Privileged and break-glass
+# records outlive routine ones because they are what an incident review needs.
+RETENTION_STANDARD = "standard"
+RETENTION_PRIVILEGED = "privileged"
+RETENTION_BREAK_GLASS = "break_glass"
+
+RETENTION_DAYS: dict[str, int] = {
+    RETENTION_STANDARD: 90,
+    RETENTION_PRIVILEGED: 365,
+    RETENTION_BREAK_GLASS: 730,
+}
+
+# Fields every record must carry. Asserted by the test suite so a future edit
+# cannot quietly drop one.
+REQUIRED_FIELDS: tuple[str, ...] = (
+    "schema_version",
+    "event_id",
+    "timestamp",
+    "actor",
+    "action",
+    "action_class",
+    "target",
+    "result",
+    "reason_code",
+    "correlation",
+    "retention",
+    "redacted",
+)
+
+REQUIRED_ACTOR_FIELDS: tuple[str, ...] = (
+    "subject",
+    "role",
+    "identity_source",
+    "authenticated",
+)
+
+REQUIRED_CORRELATION_FIELDS: tuple[str, ...] = (
+    "request_id",
+    "session_id",
+    "mcp_task",
+    "mcp_permission",
+)
+
+
+def audit_log_path() -> str | None:
+    """Configured sink path, or ``None`` when console auditing is off."""
+    return (os.environ.get(AUDIT_LOG_ENV) or "").strip() or None
+
+
+def audit_enabled() -> bool:
+    return audit_log_path() is not None
+
+
+def retention_class_for(action: console_authz.ConsoleAction | None) -> str:
+    """Classify retention from the action, defaulting to the longest-lived.
+
+    An unknown action is treated as privileged rather than standard: for a
+    safety control the conservative direction is to keep the record longer.
+    """
+    if action is None:
+        return RETENTION_PRIVILEGED
+    if action.break_glass:
+        return RETENTION_BREAK_GLASS
+    if action.privileged:
+        return RETENTION_PRIVILEGED
+    return RETENTION_STANDARD
+
+
+def _retention_block(
+    retention_class: str, now: datetime.datetime
+) -> dict[str, Any]:
+    days = RETENTION_DAYS.get(
+        retention_class, RETENTION_DAYS[RETENTION_PRIVILEGED]
+    )
+    return {
+        "class": retention_class,
+        "days": days,
+        "expires_at": (now + datetime.timedelta(days=days)).isoformat(),
+    }
+
+
+def build_event(
+    *,
+    action_id: str,
+    result: str,
+    decision: console_authz.AuthorizationDecision | None = None,
+    principal: console_authz.Principal | None = None,
+    target: dict[str, Any] | None = None,
+    reason_code: str | None = None,
+    request_id: str | None = None,
+    session_id: str | None = None,
+    detail: str | None = None,
+    metadata: dict[str, Any] | None = None,
+    now: datetime.datetime | None = None,
+    event_id: str | None = None,
+) -> dict[str, Any]:
+    """Build one redacted, JSON-able console audit record.
+
+    Redaction runs here rather than at write time so an in-memory record handed
+    to a template or an API response is already clean.
+    """
+    ts = now or datetime.datetime.now(datetime.timezone.utc)
+    action = console_authz.get_action(action_id)
+    who = principal or (
+        decision.principal if decision else console_authz.ANONYMOUS
+    )
+    resolved_result = result if result in RESULTS else RESULT_FAILED
+    resolved_reason = reason_code or (
+        decision.reason_code if decision else "unspecified"
+    )
+    retention_class = retention_class_for(action)
+
+    event: dict[str, Any] = {
+        "schema_version": SCHEMA_VERSION,
+        "event_id": event_id or f"evt-{uuid.uuid4().hex}",
+        "timestamp": ts.isoformat(),
+        "actor": who.to_dict(),
+        "action": action_id,
+        "action_class": action.action_class if action else "unknown",
+        "target": dict(target or {}),
+        "result": resolved_result,
+        "reason_code": resolved_reason,
+        "correlation": {
+            "request_id": request_id,
+            "session_id": session_id,
+            "mcp_task": action.task_key if action else None,
+            "mcp_permission": action.mcp_permission if action else None,
+        },
+        "retention": _retention_block(retention_class, ts),
+        "redacted": True,
+        "detail": detail,
+        "metadata": dict(metadata or {}),
+    }
+    if decision is not None:
+        # Deliberately *not* named "authorization": ``gitea_audit`` treats that
+        # substring as a secret key hint (it matches the HTTP Authorization
+        # header) and would replace this whole block with the placeholder.
+        event["decision"] = {
+            "allowed": decision.allowed,
+            "required_role": decision.required_role,
+            "requires_confirmation": decision.requires_confirmation,
+            "dual_control": decision.dual_control,
+            "break_glass": decision.break_glass,
+            "execution_enabled": decision.execution_enabled,
+        }
+
+    redacted = redact_payload(event)
+    if not isinstance(redacted, dict):  # pragma: no cover - defensive
+        return {"schema_version": SCHEMA_VERSION, "redacted": True}
+    return redacted
+
+
+def write_event(event: dict[str, Any], path: str | None = None) -> bool:
+    """Append *event* as one JSON line. Never raises.
+
+    Returns ``True`` when a line was written, ``False`` when auditing is off or
+    the write failed. A record that still trips a secret detector is dropped
+    rather than persisted.
+    """
+    sink = path or audit_log_path()
+    if not sink:
+        return False
+    try:
+        if scan_for_secrets(event):
+            return False
+        line = json.dumps(event, default=str, sort_keys=True)
+        with open(sink, "a", encoding="utf-8") as handle:
+            handle.write(line + "\n")
+        return True
+    except Exception:
+        return False
+
+
+def record_event(**kwargs: Any) -> dict[str, Any]:
+    """Build and persist one record; return the record either way.
+
+    Callers get the record back so it can be surfaced in a response or a test
+    regardless of whether a sink is configured.
+    """
+    event = build_event(**kwargs)
+    written = write_event(event)
+    return {"event": event, "written": written}
+
+
+def audit_policy() -> dict[str, Any]:
+    """Machine-readable audit schema and retention defaults (never secrets)."""
+    return {
+        "schema_version": SCHEMA_VERSION,
+        "required_fields": list(REQUIRED_FIELDS),
+        "required_actor_fields": list(REQUIRED_ACTOR_FIELDS),
+        "required_correlation_fields": list(REQUIRED_CORRELATION_FIELDS),
+        "results": sorted(RESULTS),
+        "retention_defaults_days": dict(RETENTION_DAYS),
+        "sink_env": AUDIT_LOG_ENV,
+        "enabled": audit_enabled(),
+        "append_only": True,
+        "redact_before_persist": True,
+        "timestamp_format": "ISO-8601, timezone-aware, UTC",
+        "relationship_to_mcp_audit": (
+            "webui.console_audit records console intent and authorization "
+            "outcomes; gitea_audit records MCP mutations. A Phase 2 action "
+            "emits both, correlated by correlation.request_id."
+        ),
+    }

webui/console_authz.py

@@ -0,0 +1,537 @@
+"""Console authorization and RBAC model (#633, Phase 1).
+
+The read-only MVP (#426–#436) ships with no authentication: protection comes
+from network placement alone (#435). That is adequate while every route is a
+GET, and inadequate the moment Phase 2 wires a gated write. This module is the
+authorization model those writes must go through, landed *before* any of them
+exists so no write can be added without an authority to check against.
+
+Phase 1 scope is the model itself: identity resolution, the role matrix, the
+privileged-action list, and a fail-closed :func:`authorize`. It deliberately
+does **not** enable any write. ``webui.gated_actions`` stays globally disabled,
+so an allow decision here is necessary but never sufficient.
+
+Two invariants hold for every caller:
+
+- **Default deny.** An unrecognised action, an unknown role, or an absent
+  principal denies. There is no implicit allow branch and no "unless" clause.
+- **Authorization is not execution.** :func:`authorize` returns a decision
+  record. It never calls MCP, never mutates, and never consults credentials.
+"""
+
+from __future__ import annotations
+
+import json
+import os
+from dataclasses import asdict, dataclass, field
+from typing import Any
+
+from task_capability_map import required_permission, required_role
+
+# --- Roles ------------------------------------------------------------------
+# Ordered least to most authority. Higher ranks inherit every lower rank's
+# permitted actions; the matrix below is expressed as a minimum required rank.
+VIEWER = "viewer"
+OPERATOR = "operator"
+CONTROLLER = "controller"
+ADMIN = "admin"
+
+ROLE_ORDER: tuple[str, ...] = (VIEWER, OPERATOR, CONTROLLER, ADMIN)
+_ROLE_RANK: dict[str, int] = {role: idx for idx, role in enumerate(ROLE_ORDER)}
+
+ROLE_DESCRIPTIONS: dict[str, str] = {
+    VIEWER: "Read every console view. No write, ever, in any phase.",
+    OPERATOR: "Viewer, plus author-class work: claim, comment, open a PR.",
+    CONTROLLER: "Operator, plus reviewer/merger-class decisions on a PR.",
+    ADMIN: "Controller, plus destructive and policy-editing actions.",
+}
+
+# --- Identity sources -------------------------------------------------------
+IDENTITY_NONE = "none"
+IDENTITY_LOCAL_DEV = "local_dev"
+IDENTITY_ACCESS_PROXY = "access_proxy"
+
+IDENTITY_SOURCES: dict[str, dict[str, Any]] = {
+    IDENTITY_NONE: {
+        "description": (
+            "No authentication configured. Every request is anonymous and "
+            "capped at viewer. This is the MVP default and the only mode "
+            "whose safety rests entirely on network placement (#435)."
+        ),
+        "authenticated": False,
+        "safe_for_shared_host": False,
+        "phase_available": 1,
+    },
+    IDENTITY_LOCAL_DEV: {
+        "description": (
+            "Developer-supplied principal read from the environment. INSECURE: "
+            "the subject and role are asserted, never verified. Loopback only."
+        ),
+        "authenticated": True,
+        "safe_for_shared_host": False,
+        "phase_available": 1,
+    },
+    IDENTITY_ACCESS_PROXY: {
+        "description": (
+            "Subject asserted by a trusted access proxy (Cloudflare Access, "
+            "WARP, or an org VPN portal) via a verified request header. The "
+            "proxy performs authentication; the console performs authorization."
+        ),
+        "authenticated": True,
+        "safe_for_shared_host": True,
+        "phase_available": 2,
+    },
+}
+
+# Environment configuration. All are read server-side and never rendered.
+AUTH_MODE_ENV = "WEBUI_AUTH_MODE"
+DEV_SUBJECT_ENV = "WEBUI_DEV_SUBJECT"
+DEV_ROLE_ENV = "WEBUI_DEV_ROLE"
+ROLE_MAP_ENV = "WEBUI_ROLE_MAP"
+REQUIRE_PROBE_AUTH_ENV = "WEBUI_REQUIRE_PROBE_AUTH"
+ACCESS_SUBJECT_HEADER = "cf-access-authenticated-user-email"
+
+# --- Action classes ---------------------------------------------------------
+CLASS_READ = "read"
+CLASS_WRITE = "gated_write"
+CLASS_PRIVILEGED = "privileged"
+CLASS_DESTRUCTIVE = "destructive"
+
+# --- Privileged action list -------------------------------------------------
+# ``task_key`` ties each console action back to ``task_capability_map``, so the
+# console cannot invent an authority the MCP layer does not already define.
+
+
+@dataclass(frozen=True)
+class ConsoleAction:
+    """One console action and the authority required to invoke it."""
+
+    action_id: str
+    task_key: str
+    action_class: str
+    minimum_role: str
+    requires_confirmation: bool
+    dual_control: bool
+    break_glass: bool
+    phase: int
+    summary: str
+
+    @property
+    def mcp_permission(self) -> str:
+        return required_permission(self.task_key)
+
+    @property
+    def mcp_role(self) -> str:
+        return required_role(self.task_key)
+
+    @property
+    def privileged(self) -> bool:
+        return self.action_class in {CLASS_PRIVILEGED, CLASS_DESTRUCTIVE}
+
+    def to_dict(self) -> dict[str, Any]:
+        data = asdict(self)
+        data["mcp_permission"] = self.mcp_permission
+        data["mcp_role"] = self.mcp_role
+        data["privileged"] = self.privileged
+        return data
+
+
+_ACTION_SPECS: tuple[ConsoleAction, ...] = (
+    ConsoleAction(
+        action_id="claim_issue",
+        task_key="claim_issue",
+        action_class=CLASS_WRITE,
+        minimum_role=OPERATOR,
+        requires_confirmation=True,
+        dual_control=False,
+        break_glass=False,
+        phase=2,
+        summary="Apply status:in-progress to an issue.",
+    ),
+    ConsoleAction(
+        action_id="comment_issue",
+        task_key="comment_issue",
+        action_class=CLASS_WRITE,
+        minimum_role=OPERATOR,
+        requires_confirmation=True,
+        dual_control=False,
+        break_glass=False,
+        phase=2,
+        summary="Post an issue comment.",
+    ),
+    ConsoleAction(
+        action_id="create_issue",
+        task_key="create_issue",
+        action_class=CLASS_WRITE,
+        minimum_role=OPERATOR,
+        requires_confirmation=True,
+        dual_control=False,
+        break_glass=False,
+        phase=2,
+        summary="Open a new tracking issue.",
+    ),
+    ConsoleAction(
+        action_id="comment_pr",
+        task_key="comment_pr",
+        action_class=CLASS_WRITE,
+        minimum_role=OPERATOR,
+        requires_confirmation=True,
+        dual_control=False,
+        break_glass=False,
+        phase=2,
+        summary="Post a PR thread comment.",
+    ),
+    ConsoleAction(
+        action_id="create_pr",
+        task_key="create_pr",
+        action_class=CLASS_WRITE,
+        minimum_role=OPERATOR,
+        requires_confirmation=True,
+        dual_control=False,
+        break_glass=False,
+        phase=2,
+        summary="Open a PR from a locked feature branch.",
+    ),
+    ConsoleAction(
+        action_id="review_pr",
+        task_key="review_pr",
+        action_class=CLASS_PRIVILEGED,
+        minimum_role=CONTROLLER,
+        requires_confirmation=True,
+        dual_control=False,
+        break_glass=False,
+        phase=3,
+        summary="Submit an approve / request-changes verdict.",
+    ),
+    ConsoleAction(
+        action_id="close_pr",
+        task_key="close_pr",
+        action_class=CLASS_PRIVILEGED,
+        minimum_role=CONTROLLER,
+        requires_confirmation=True,
+        dual_control=False,
+        break_glass=False,
+        phase=3,
+        summary="Close a pull request without merging.",
+    ),
+    ConsoleAction(
+        action_id="merge_pr",
+        task_key="merge_pr",
+        action_class=CLASS_PRIVILEGED,
+        minimum_role=CONTROLLER,
+        requires_confirmation=True,
+        dual_control=True,
+        break_glass=True,
+        phase=3,
+        summary="Merge an approved pull request.",
+    ),
+    ConsoleAction(
+        action_id="delete_branch",
+        task_key="delete_branch",
+        action_class=CLASS_DESTRUCTIVE,
+        minimum_role=ADMIN,
+        requires_confirmation=True,
+        dual_control=True,
+        break_glass=True,
+        phase=3,
+        summary="Remove a remote feature branch.",
+    ),
+)
+
+ACTIONS: dict[str, ConsoleAction] = {a.action_id: a for a in _ACTION_SPECS}
+
+
+def privileged_actions() -> tuple[ConsoleAction, ...]:
+    """Actions requiring dual control, break-glass, or controller+ authority."""
+    return tuple(a for a in _ACTION_SPECS if a.privileged)
+
+
+def get_action(action_id: str) -> ConsoleAction | None:
+    return ACTIONS.get(action_id)
+
+
+# --- Principals -------------------------------------------------------------
+
+
+@dataclass(frozen=True)
+class Principal:
+    """Who is making a request, and how strongly that is known."""
+
+    subject: str
+    role: str
+    identity_source: str
+    authenticated: bool
+    warnings: tuple[str, ...] = field(default_factory=tuple)
+
+    @property
+    def rank(self) -> int:
+        return _ROLE_RANK.get(self.role, -1)
+
+    def to_dict(self) -> dict[str, Any]:
+        return {
+            "subject": self.subject,
+            "role": self.role,
+            "identity_source": self.identity_source,
+            "authenticated": self.authenticated,
+            "warnings": list(self.warnings),
+        }
+
+
+ANONYMOUS = Principal(
+    subject="anonymous",
+    role=VIEWER,
+    identity_source=IDENTITY_NONE,
+    authenticated=False,
+    warnings=("No authentication configured; capped at viewer.",),
+)
+
+
+def auth_mode(env: dict[str, str] | None = None) -> str:
+    """Resolve the configured identity source, defaulting to ``none``."""
+    source = env if env is not None else os.environ
+    raw = (source.get(AUTH_MODE_ENV) or "").strip().lower().replace("-", "_")
+    if raw in IDENTITY_SOURCES:
+        return raw
+    return IDENTITY_NONE
+
+
+def _role_map(env: dict[str, str]) -> dict[str, str]:
+    """Parse ``WEBUI_ROLE_MAP`` (JSON subject→role). Invalid config yields {}."""
+    raw = (env.get(ROLE_MAP_ENV) or "").strip()
+    if not raw:
+        return {}
+    try:
+        parsed = json.loads(raw)
+    except Exception:
+        return {}
+    if not isinstance(parsed, dict):
+        return {}
+    return {
+        str(k): str(v).strip().lower()
+        for k, v in parsed.items()
+        if str(v).strip().lower() in _ROLE_RANK
+    }
+
+
+def resolve_principal(
+    headers: dict[str, str] | None = None,
+    env: dict[str, str] | None = None,
+) -> Principal:
+    """Resolve the requesting principal. Unknown or unconfigured → anonymous.
+
+    Never raises and never trusts a client-supplied role: the role always comes
+    from server-side configuration keyed by the resolved subject.
+    """
+    source_env = dict(env) if env is not None else dict(os.environ)
+    lowered = {str(k).lower(): str(v) for k, v in (headers or {}).items()}
+    mode = auth_mode(source_env)
+
+    if mode == IDENTITY_LOCAL_DEV:
+        subject = (source_env.get(DEV_SUBJECT_ENV) or "").strip()
+        if not subject:
+            return ANONYMOUS
+        role = (source_env.get(DEV_ROLE_ENV) or VIEWER).strip().lower()
+        if role not in _ROLE_RANK:
+            role = VIEWER
+        return Principal(
+            subject=subject,
+            role=role,
+            identity_source=IDENTITY_LOCAL_DEV,
+            authenticated=True,
+            warnings=(
+                "local-dev identity is asserted, not verified; never use "
+                "outside loopback.",
+            ),
+        )
+
+    if mode == IDENTITY_ACCESS_PROXY:
+        subject = (lowered.get(ACCESS_SUBJECT_HEADER) or "").strip()
+        if not subject:
+            # Proxy mode with no proxy header means the request did not
+            # traverse the proxy. Fail closed rather than trust it.
+            return ANONYMOUS
+        role = _role_map(source_env).get(subject, VIEWER)
+        return Principal(
+            subject=subject,
+            role=role,
+            identity_source=IDENTITY_ACCESS_PROXY,
+            authenticated=True,
+        )
+
+    return ANONYMOUS
+
+
+def probe_auth_required(env: dict[str, str] | None = None) -> bool:
+    """Whether non-public probes must be authenticated. Default False.
+
+    #633 requires the console to *fail closed on missing auth for non-public
+    health probes if configured*. The default stays off so the MVP ``/health``
+    contract is unchanged; an operator opts in explicitly.
+    """
+    source = env if env is not None else os.environ
+    return (source.get(REQUIRE_PROBE_AUTH_ENV) or "").strip().lower() in {
+        "1",
+        "true",
+        "yes",
+    }
+
+
+# --- Authorization ----------------------------------------------------------
+
+DENY_UNKNOWN_ACTION = "unknown_action"
+DENY_UNAUTHENTICATED = "unauthenticated"
+DENY_INSUFFICIENT_ROLE = "insufficient_role"
+DENY_UNKNOWN_ROLE = "unknown_role"
+DENY_PHASE_NOT_ACTIVE = "phase_not_active"
+ALLOW_PREVIEW = "allowed_preview_only"
+
+# Phase 1 is the only active console phase. Phase 2 opens gated writes and is
+# gated on this model landing; nothing here enables it.
+ACTIVE_PHASE = 1
+
+
+@dataclass(frozen=True)
+class AuthorizationDecision:
+    """Result of an authorization check. Never an execution grant."""
+
+    allowed: bool
+    reason_code: str
+    detail: str
+    action_id: str
+    principal: Principal
+    required_role: str | None = None
+    action_class: str | None = None
+    requires_confirmation: bool = False
+    dual_control: bool = False
+    break_glass: bool = False
+    execution_enabled: bool = False
+
+    def to_dict(self) -> dict[str, Any]:
+        return {
+            "allowed": self.allowed,
+            "reason_code": self.reason_code,
+            "detail": self.detail,
+            "action_id": self.action_id,
+            "principal": self.principal.to_dict(),
+            "required_role": self.required_role,
+            "action_class": self.action_class,
+            "requires_confirmation": self.requires_confirmation,
+            "dual_control": self.dual_control,
+            "break_glass": self.break_glass,
+            "execution_enabled": self.execution_enabled,
+            "active_phase": ACTIVE_PHASE,
+        }
+
+
+def authorize(
+    action_id: str,
+    principal: Principal | None = None,
+    *,
+    for_execution: bool = False,
+) -> AuthorizationDecision:
+    """Decide whether *principal* may invoke *action_id*. Deny by default.
+
+    ``for_execution`` distinguishes a read-only preview from a real invocation.
+    Even an allowed decision reports ``execution_enabled=False`` while the
+    console is in Phase 1, so no caller can read an allow as permission to
+    mutate.
+    """
+    who = principal if principal is not None else ANONYMOUS
+    action = get_action(action_id)
+
+    if action is None:
+        return AuthorizationDecision(
+            allowed=False,
+            reason_code=DENY_UNKNOWN_ACTION,
+            detail=f"No console action registered as {action_id!r}.",
+            action_id=action_id,
+            principal=who,
+        )
+
+    base: dict[str, Any] = {
+        "action_id": action_id,
+        "principal": who,
+        "required_role": action.minimum_role,
+        "action_class": action.action_class,
+        "requires_confirmation": action.requires_confirmation,
+        "dual_control": action.dual_control,
+        "break_glass": action.break_glass,
+        "execution_enabled": False,
+    }
+
+    if not who.authenticated:
+        return AuthorizationDecision(
+            allowed=False,
+            reason_code=DENY_UNAUTHENTICATED,
+            detail=(
+                "Write actions require an authenticated principal; this "
+                "request is anonymous."
+            ),
+            **base,
+        )
+
+    if who.rank < 0:
+        return AuthorizationDecision(
+            allowed=False,
+            reason_code=DENY_UNKNOWN_ROLE,
+            detail=f"Role {who.role!r} is not in the console role matrix.",
+            **base,
+        )
+
+    if who.rank < _ROLE_RANK[action.minimum_role]:
+        return AuthorizationDecision(
+            allowed=False,
+            reason_code=DENY_INSUFFICIENT_ROLE,
+            detail=(
+                f"Action {action_id!r} requires {action.minimum_role!r}; "
+                f"principal holds {who.role!r}."
+            ),
+            **base,
+        )
+
+    if for_execution and action.phase > ACTIVE_PHASE:
+        return AuthorizationDecision(
+            allowed=False,
+            reason_code=DENY_PHASE_NOT_ACTIVE,
+            detail=(
+                f"Action {action_id!r} belongs to phase {action.phase}; the "
+                f"console is in phase {ACTIVE_PHASE}. Execution is not wired."
+            ),
+            **base,
+        )
+
+    return AuthorizationDecision(
+        allowed=True,
+        reason_code=ALLOW_PREVIEW,
+        detail=(
+            "Principal holds the required role. Preview only — execution "
+            "remains disabled until the Phase 2 action framework ships."
+        ),
+        **base,
+    )
+
+
+def rbac_matrix() -> dict[str, Any]:
+    """Machine-readable RBAC matrix and privileged-action list."""
+    return {
+        "model_version": 1,
+        "active_phase": ACTIVE_PHASE,
+        "roles": [
+            {
+                "role": role,
+                "rank": _ROLE_RANK[role],
+                "description": ROLE_DESCRIPTIONS[role],
+                "permitted_actions": sorted(
+                    a.action_id
+                    for a in _ACTION_SPECS
+                    if _ROLE_RANK[role] >= _ROLE_RANK[a.minimum_role]
+                ),
+            }
+            for role in ROLE_ORDER
+        ],
+        "identity_sources": IDENTITY_SOURCES,
+        "actions": [a.to_dict() for a in _ACTION_SPECS],
+        "privileged_actions": [a.action_id for a in privileged_actions()],
+        "default_decision": "deny",
+        "execution_enabled": False,
+    }

webui/console_redaction.py

@@ -0,0 +1,169 @@
+"""Secret redaction policy for every console surface (#633).
+
+The MVP already redacts MCP-side mutation records through ``gitea_audit``.
+This module is the console-facing policy: one redaction pass applied to API
+payloads, rendered HTML, log lines, and audit records *before* they leave the
+server or reach persistent storage.
+
+Design constraints:
+
+- **Reuse, never fork.** ``gitea_audit.redact`` remains the authority for
+  secret-looking dict keys, ``Authorization`` material, and raw URLs. This
+  module runs that pass first and then applies console-specific patterns for
+  keychain references, key/value assignments, private-key blocks, and JWTs.
+- **Never raises.** Redaction is a safety control; a malformed payload must
+  degrade to a redacted placeholder rather than propagate an exception.
+- **Redact before persist.** ``webui.console_audit`` calls this module before
+  writing, so an unredacted record is never durable.
+"""
+
+from __future__ import annotations
+
+import json
+import re
+from typing import Any
+
+import gitea_audit
+
+REDACTED = gitea_audit.REDACTED
+
+# Console-specific patterns applied after the shared ``gitea_audit`` pass.
+# Each keeps the identifying key so an operator can still tell *what* was
+# removed, and replaces only the secret run itself.
+_KEYCHAIN_REF = re.compile(r"(?i)\bkeychain:[\w.\-/@]+")
+_KEYCHAIN_CMD = re.compile(
+    r"(?i)\bsecurity\s+find-(?:generic|internet)-password\b[^\n]*"
+)
+_ASSIGNMENT = re.compile(
+    r"(?i)\b(token|password|passwd|secret|api[_-]?key|access[_-]?key|"
+    r"client[_-]?secret|private[_-]?key)\b(\s*[:=]\s*)"
+    r"(\"[^\"]*\"|'[^']*'|\S+)"
+)
+_ENV_ASSIGNMENT = re.compile(
+    r"(?i)\b(GITEA_(?:TOKEN|PASS|PASSWORD)[A-Z0-9_]*)(\s*=\s*)"
+    r"(\"[^\"]*\"|'[^']*'|\S+)"
+)
+_PRIVATE_KEY_BLOCK = re.compile(
+    r"-----BEGIN [A-Z ]*PRIVATE KEY-----.*?-----END [A-Z ]*PRIVATE KEY-----",
+    re.S,
+)
+_JWT = re.compile(
+    r"\beyJ[A-Za-z0-9_\-]{8,}\.[A-Za-z0-9_\-]{8,}\.[A-Za-z0-9_\-]{8,}\b"
+)
+
+# Shapes that mean a payload still carries a secret. ``scan_for_secrets`` uses
+# these to assert a surface is clean.
+_DETECTORS: tuple[tuple[str, re.Pattern[str]], ...] = (
+    ("keychain_reference", _KEYCHAIN_REF),
+    ("keychain_command", _KEYCHAIN_CMD),
+    ("credential_assignment", _ASSIGNMENT),
+    ("credential_env_assignment", _ENV_ASSIGNMENT),
+    ("private_key_block", _PRIVATE_KEY_BLOCK),
+    ("json_web_token", _JWT),
+    ("bearer_credential", re.compile(r"(?i)\b(?:bearer|basic)\s+\S{8,}")),
+)
+
+
+def _mask_assignment(match: re.Match[str]) -> str:
+    """Keep the key and separator, replace the value."""
+    return f"{match.group(1)}{match.group(2)}{REDACTED}"
+
+
+def redact_text(text: Any) -> Any:
+    """Redact secret material from a single string.
+
+    Non-strings are returned unchanged so this is safe to map over mixed
+    payloads. Runs the shared ``gitea_audit`` pass first, then the
+    console-specific patterns.
+    """
+    if not isinstance(text, str) or not text:
+        return text
+    try:
+        out = gitea_audit.redact(text)
+        if not isinstance(out, str):  # defensive; redact() returns str for str
+            return REDACTED
+        out = _PRIVATE_KEY_BLOCK.sub(f"{REDACTED}_PRIVATE_KEY", out)
+        out = _ENV_ASSIGNMENT.sub(_mask_assignment, out)
+        out = _ASSIGNMENT.sub(_mask_assignment, out)
+        out = _KEYCHAIN_CMD.sub(f"{REDACTED}_KEYCHAIN_COMMAND", out)
+        out = _KEYCHAIN_REF.sub(f"{REDACTED}_KEYCHAIN_REF", out)
+        out = _JWT.sub(f"{REDACTED}_JWT", out)
+        return out
+    except Exception:
+        # Fail closed: an unredactable string is dropped rather than emitted raw.
+        return REDACTED
+
+
+def redact_payload(value: Any) -> Any:
+    """Recursively redact a JSON-able payload for any console surface.
+
+    Secret-looking dict keys are replaced wholesale by the shared
+    ``gitea_audit`` policy; every remaining string is run through
+    :func:`redact_text`.
+    """
+    try:
+        shared = gitea_audit.redact(value)
+    except Exception:
+        return REDACTED
+    return _walk(shared)
+
+
+def _walk(value: Any) -> Any:
+    if isinstance(value, dict):
+        return {k: _walk(v) for k, v in value.items()}
+    if isinstance(value, (list, tuple)):
+        return [_walk(v) for v in value]
+    if isinstance(value, str):
+        return redact_text(value)
+    return value
+
+
+def scan_for_secrets(value: Any) -> list[str]:
+    """Return detector names that still match *value* after serialization.
+
+    Used to assert an outbound payload or rendered page is clean. An empty
+    list means no known secret shape was found. Already-redacted hits are not
+    findings.
+    """
+    if isinstance(value, str):
+        text = value
+    else:
+        try:
+            text = json.dumps(value, default=str)
+        except Exception:
+            text = str(value)
+    findings: list[str] = []
+    for name, pattern in _DETECTORS:
+        for match in pattern.finditer(text):
+            if REDACTED in match.group(0):
+                continue
+            findings.append(name)
+            break
+    return findings
+
+
+def redaction_policy() -> dict[str, Any]:
+    """Machine-readable statement of the redaction rules (never secrets)."""
+    return {
+        "policy_version": 1,
+        "applies_to": [
+            "json_api_responses",
+            "rendered_html",
+            "server_logs",
+            "audit_records",
+        ],
+        "ordering": "shared gitea_audit pass, then console patterns",
+        "redact_before_persist": True,
+        "shared_rules": {
+            "source": "gitea_audit.redact",
+            "secret_key_hints": list(gitea_audit._SECRET_KEY_HINTS),
+            "secret_value_prefixes": list(gitea_audit._SECRET_VALUE_PREFIXES),
+            "urls": "credentials, secret query parameters, and real hosts redacted",
+        },
+        "console_rules": [
+            {"name": name, "pattern": pattern.pattern}
+            for name, pattern in _DETECTORS
+        ],
+        "placeholder": REDACTED,
+        "failure_mode": "fail closed — unredactable values become the placeholder",
+    }

workflow_dashboard.py

@@ -65,9 +65,11 @@ PROMPT_RECONCILER = (
     "reconciliation (already-landed / post-merge cleanup). Do not approve or merge."
 )
 PROMPT_CONTROLLER = (
-    "CONTROLLER session: inspect gitea_workflow_dashboard + control-plane leases, "
+    "CONTROLLER session: call gitea_route_task_session(task_type='process_work_queue') "
-    "diagnose blocked/terminal-locked items for {remote}/{org}/{repo}, and schedule "
+    "then gitea_allocate_next_work (cross_role default) for {remote}/{org}/{repo}; "
-    "exactly one fresh role-scoped cycle. Do not implement, review, or merge in-band."
+    "use the returned required_role/profile/action to schedule exactly one downstream "
+    "role cycle. Dashboard is explanatory only and never replaces allocator selection. "
+    "Do not implement, review, approve, or merge in-band."
 )
 PROMPT_IDLE = (
     "IDLE: no safe assignable work for role '{role}' on {remote}/{org}/{repo}. "