Remediate PR #853 in response to review #525 for Issue #850

Epics and parent issues whose body delegates implementation to children are
skipped before ranking with structured reason epic_or_child_only_container.
Title-only "epic" mentions without body/label evidence remain eligible.

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

allocator_service.py

@@ -53,6 +53,8 @@ OUTCOME_CANDIDATE_SET_DRIFT = "candidate_set_drift"
 SKIP_CLAIMED_BY_OTHER_SESSION = "claimed_by_other_session"
 # #776: controller-supplied pre-rank exclusion.
 SKIP_EXCLUDED_BY_CONTROLLER = "excluded_by_controller"
+# #844: epic / child-only implementation container (pre-rank).
+SKIP_EPIC_OR_CHILD_ONLY_CONTAINER = "epic_or_child_only_container"
 
 # Ownership verdicts for a live claim on a candidate (#765).
 OWNERSHIP_OWN = "own"
@@ -130,6 +132,39 @@ ROLE_ACTIONS: dict[str, tuple[tuple[str, ...], tuple[str, ...]]] = {
 }
 
 
+# Body phrases that prove an issue is an implementation container, not a
+# unit of direct author work (#844). Matched case-insensitively against the
+# issue body. Title alone is never sufficient (ordinary issues may mention
+# "epic" incidentally).
+_CHILD_ONLY_BODY_MARKERS: tuple[str, ...] = (
+    "implementation is delivered via child issues only",
+    "implementation is delivered through child issues only",
+    "implementation is delivered via child issues",
+    "implementation is delivered through child issues",
+    "do not implement product features in this epic",
+    "do not implement product features in this epic issue itself",
+    "no product feature implementation is claimed complete solely on this epic",
+    "implementable child issues remain independently eligible",
+    "owns the product roadmap and linkage",
+    "this epic owns the product roadmap",
+    "coordination container",
+    "child-only container",
+    "implementation is delegated to child",
+)
+
+# Explicit epic / umbrella labels (structured evidence preferred over title).
+_EPIC_LABELS: frozenset[str] = frozenset(
+    {
+        "type:epic",
+        "epic",
+        "kind:epic",
+        "scope:epic",
+        "type:umbrella",
+        "umbrella",
+    }
+)
+
+
 @dataclass
 class WorkCandidate:
     """One assignable Gitea issue or PR presented to the allocator."""
@@ -139,6 +174,7 @@ class WorkCandidate:
     state: str = "open"
     labels: tuple[str, ...] = ()
     title: str = ""
+    body: str = ""
     priority: int = 0
     head_sha: str | None = None
     # Routing signals (callers derive from Gitea / review feedback).
@@ -158,6 +194,7 @@ class WorkCandidate:
         self.labels = tuple(
             str(x).strip().lower() for x in (self.labels or ()) if str(x).strip()
         )
+        self.body = str(self.body or "")
         if self.kind not in WORK_KINDS:
             raise InvalidWorkKindError(
                 f"candidate kind '{self.kind}' is not assignable; only "
@@ -171,6 +208,7 @@ class WorkCandidate:
             "state": self.state,
             "labels": list(self.labels),
             "title": self.title,
+            "body": self.body,
             "priority": self.priority,
             "head_sha": self.head_sha,
             "request_changes_current_head": self.request_changes_current_head,
@@ -184,6 +222,51 @@ class WorkCandidate:
         }
 
 
+def classify_epic_or_child_only_container(
+    c: WorkCandidate,
+) -> tuple[bool, str | None]:
+    """Return whether *c* is an epic / child-only implementation container (#844).
+
+    Exclusion uses structured evidence first (labels, body scope language).
+    A bare title containing the word "epic" is **not** enough — ordinary
+    implementable issues may mention epics incidentally. A title that is
+    explicitly prefixed ``Epic:`` only counts when the body also proves
+    child-only / no-direct-implementation scope (or an epic label is present).
+
+    PRs are never classified as containers here (they already have a head).
+    """
+    if c.kind != "issue":
+        return False, None
+
+    labels = set(c.labels)
+    epic_label = sorted(labels & _EPIC_LABELS)
+    body_l = (c.body or "").lower()
+    title = (c.title or "").strip()
+    title_l = title.lower()
+
+    body_hits = [m for m in _CHILD_ONLY_BODY_MARKERS if m in body_l]
+    title_epic_prefix = title_l.startswith("epic:") or title_l.startswith("epic ")
+
+    if epic_label:
+        detail = f"label={epic_label[0]}"
+        if body_hits:
+            detail = f"{detail}; body_marker={body_hits[0]!r}"
+        return True, detail
+
+    if body_hits:
+        # Body proves child-only / umbrella scope. Title "Epic:" is corroborating
+        # but not required — containers without the word still exclude.
+        detail = f"body_marker={body_hits[0]!r}"
+        if title_epic_prefix:
+            detail = f"title_epic_prefix; {detail}"
+        return True, detail
+
+    # Title-only "Epic:" without body scope evidence is insufficient (#844 AC:
+    # eligibility does not rely solely on the word "Epic" in a title).
+    # Similarly, incidental "epic" mid-title without markers stays eligible.
+    return False, None
+
+
 @dataclass
 class SkipRecord:
     kind: str
@@ -850,7 +933,8 @@ def allocate_next_work(
     ownership_defects: list[dict[str, Any]] = []
     controller_excluded: list[dict[str, Any]] = []
 
-    # #776 AC2: remove excluded numbers *before* ranking / selection / lease.
+    # #776 AC2 + #844: remove excluded numbers *and* epic/child-only containers
+    # *before* ranking / selection / lease so they never receive assignments.
     rankable: list[WorkCandidate] = []
     for c in candidates:
         if int(c.number) in exclude_set:
@@ -929,6 +1013,23 @@ def allocate_next_work(
                     },
                 }
             continue
+        # #844: epics / child-only containers are never direct implement targets.
+        is_container, container_detail = classify_epic_or_child_only_container(c)
+        if is_container:
+            detail = container_detail or "epic or child-only container"
+            reason = (
+                f"{c.kind}#{c.number} {SKIP_EPIC_OR_CHILD_ONLY_CONTAINER}: "
+                f"{detail}; implementation is delegated to child issues"
+            )
+            skipped.append(
+                SkipRecord(
+                    c.kind,
+                    c.number,
+                    reason,
+                    SKIP_EPIC_OR_CHILD_ONLY_CONTAINER,
+                )
+            )
+            continue
         rankable.append(c)
 
     ordered = sort_candidates(rankable)
@@ -1115,6 +1216,12 @@ def allocate_next_work(
             "reasons": [
                 "dry-run only (apply=false); no assignment/lease created — "
                 "call again with apply=true to reserve via control-plane DB"
+                + (
+                    "; after apply, the required-role worker consumes via "
+                    "gitea_adopt_workflow_lease (#843)"
+                    if mode == ALLOCATION_MODE_CROSS_ROLE and expected_role != role_norm
+                    else ""
+                )
             ],
             "skipped": [s.as_dict() for s in skipped],
             "terminal_pr": terminal_pr,
@@ -1146,6 +1253,9 @@ def allocate_next_work(
     # Atomic reserve via #613 substrate.
     ttl = lease_ttl_seconds if lease_ttl_seconds is not None else None
     try:
+        cross_role_handoff = (
+            mode == ALLOCATION_MODE_CROSS_ROLE and lease_role != role_norm
+        )
         kwargs: dict[str, Any] = {
             "session_id": session_id,
             "role": lease_role,
@@ -1157,7 +1267,8 @@ def allocate_next_work(
             "expected_head_sha": selected.head_sha,
             "allowed_actions": allowed,
             "forbidden_actions": forbidden,
-            "phase": "allocated",
+            # #843: mark cross-role allocations as awaiting independent consume
+            "phase": "awaiting_handoff" if cross_role_handoff else "allocated",
         }
         if ttl is not None:
             kwargs["lease_ttl_seconds"] = int(ttl)
@@ -1237,7 +1348,52 @@ def allocate_next_work(
         "lease_role": lease_role,
         "source": "control_plane_db.assign_and_lease",
     }
-    return {
+    consume_allocation = None
+    if cross_role_handoff and result.lease_id:
+        # Durable handoff marker so independent required-role workers can
+        # consume without sharing the controller session (#843).
+        handoff_prov = {
+            "cross_role_handoff": True,
+            "handoff_status": "pending",
+            "allocating_session_id": session_id,
+            "allocating_role": role_norm,
+            "required_role": expected_role,
+            "required_profile": selection["required_profile"],
+            "required_namespace": selection["required_namespace"],
+            "assignment_id": result.assignment_id,
+            "lease_id": result.lease_id,
+            "allocation_mode": mode,
+            "adopted_by_session_id": None,
+        }
+        try:
+            db.attach_lease_provenance(result.lease_id, handoff_prov)
+        except ControlPlaneError:
+            # Still return assignment evidence; consume path may be unavailable
+            handoff_prov["attach_failed"] = True
+        consume_allocation = {
+            "tool": "gitea_adopt_workflow_lease",
+            "lease_id": result.lease_id,
+            "assignment_id": result.assignment_id,
+            "required_role": expected_role,
+            "required_profile": selection["required_profile"],
+            "required_namespace": selection["required_namespace"],
+            "handoff_status": "pending",
+            "controller_session_required": False,
+            "instructions": (
+                f"From an independent {expected_role} session "
+                f"({selection['required_namespace']} / "
+                f"{selection['required_profile']}), call "
+                f"gitea_adopt_workflow_lease(lease_id={result.lease_id!r}) "
+                "to consume this controller allocation. The allocating "
+                "controller process does not need to remain alive. Wrong-role "
+                "and second-adoption attempts fail closed."
+            ),
+        }
+        lease_proof["cross_role_handoff"] = True
+        lease_proof["handoff_status"] = "pending"
+        lease_proof["consume_tool"] = "gitea_adopt_workflow_lease"
+
+    out = {
         "success": True,
         "outcome": OUTCOME_ASSIGNED,
         "apply": True,
@@ -1271,8 +1427,17 @@ def allocate_next_work(
             "lease_role": lease_role,
             "lease_proof": lease_proof,
             "selection_policy": SELECTION_POLICY,
+            "cross_role_handoff": bool(cross_role_handoff),
         },
-        "next_valid_command": _next_command(lease_role, selected),
+        "next_valid_command": (
+            (
+                f"consume lease {result.lease_id} via gitea_adopt_workflow_lease "
+                f"as {expected_role}, then "
+            )
+            + _next_command(lease_role, selected)
+            if cross_role_handoff
+            else _next_command(lease_role, selected)
+        ),
         "substrate": "control_plane_db",
         "file_lock_only": False,
         "comment_lease_only": False,
@@ -1287,9 +1452,14 @@ def allocate_next_work(
         "downstream_note": (
             "#612 incident bridge remains downstream of #600; "
             "allocator never assigns raw monitoring incidents; "
-            "controller routes only under cross_role (#840)"
+            "controller routes only under cross_role (#840); "
+            "cross-role assignments are consumable by independent "
+            "required-role workers via gitea_adopt_workflow_lease (#843)"
         ),
     }
+    if consume_allocation is not None:
+        out["consume_allocation"] = consume_allocation
+    return out
 
 
 def _next_command(role: str, c: WorkCandidate) -> str:
@@ -1341,6 +1511,7 @@ def candidate_from_dict(data: dict[str, Any]) -> WorkCandidate:
         state=str(data.get("state") or "open"),
         labels=tuple(data.get("labels") or ()),
         title=str(data.get("title") or ""),
+        body=str(data.get("body") or ""),
         priority=priority,
         head_sha=data.get("head_sha"),
         request_changes_current_head=bool(data.get("request_changes_current_head")),

author_issue_bootstrap.py

@@ -0,0 +1,824 @@
+"""Sanctioned author issue worktree bootstrap for allocated issues (#850).
+
+Bootstraps an allocated author branch, canonical worktree under ``branches/``,
+worktree registration, issue lock, and lease/assignment binding without
+caller-side Git, Bash, or helper scripts.
+
+Features:
+1. Durable phase journal with read-after-write evidence for every phase.
+2. Idempotent replay handling via idempotency keys.
+3. Authoritative expected-base / concurrency-pin validation.
+4. Typed stale-pin refusal without silent rebasing or repointing.
+5. Canonical branches-root enforcement (path MUST be inside branches/).
+6. Preexisting work preservation (dirty tracked/untracked check, foreign ownership refusal).
+7. Compensating recovery limited strictly to artifacts created by this transition.
+8. Satisfiable exact_next_action for MCP scheduled workers.
+"""
+
+from __future__ import annotations
+
+import json
+import os
+import shutil
+import subprocess
+from typing import Any, Mapping
+
+import author_mutation_worktree
+import issue_lock_store
+import issue_lock_worktree
+import lease_lifecycle
+from reviewer_worktree import parse_dirty_tracked_files
+import task_capability_map
+
+BOOTSTRAP_TASKS = frozenset(
+    {
+        "bootstrap_author_issue_worktree",
+        "gitea_bootstrap_author_issue_worktree",
+    }
+)
+
+PHASE_1_REQUEST_ACCEPTED = "1_request_accepted"
+PHASE_2_BRANCH_CONFIRMED = "2_branch_confirmed"
+PHASE_3_PATH_RESERVED = "3_path_reserved"
+PHASE_4_WORKTREE_CONFIRMED = "4_worktree_confirmed"
+PHASE_5_REGISTRATION_VERIFIED = "5_registration_verified"
+PHASE_6_STATE_ESTABLISHED = "6_state_established"
+PHASE_7_TRANSITION_COMPLETED = "7_transition_completed"
+PHASE_COMPENSATING_RECOVERY = "compensating_recovery"
+
+JOURNAL_DIR_NAME = "bootstrap-journals"
+
+
+def is_author_issue_bootstrap_task(task: str | None) -> bool:
+    """True when *task* is the author issue worktree bootstrap task."""
+    return (task or "").strip() in BOOTSTRAP_TASKS
+
+
+def get_journal_dir(override: str | None = None) -> str:
+    """Return the root directory for durable bootstrap phase journals."""
+    if override:
+        path = override
+    elif os.environ.get("GITEA_BOOTSTRAP_JOURNAL_DIR"):
+        path = os.environ["GITEA_BOOTSTRAP_JOURNAL_DIR"]
+    else:
+        cache_dir = os.path.expanduser("~/.cache/gitea-tools")
+        path = os.path.join(cache_dir, JOURNAL_DIR_NAME)
+    os.makedirs(path, exist_ok=True)
+    return path
+
+
+def _journal_file_path(idempotency_key: str, journal_dir: str | None = None) -> str:
+    safe_key = "".join(
+        c if c.isalnum() or c in ("-", "_", ".") else "_"
+        for c in idempotency_key
+    )
+    return os.path.join(get_journal_dir(journal_dir), f"{safe_key}.json")
+
+
+def load_phase_journal(
+    idempotency_key: str, journal_dir: str | None = None
+) -> dict[str, Any] | None:
+    """Load a durable phase journal if it exists."""
+    path = _journal_file_path(idempotency_key, journal_dir=journal_dir)
+    if not os.path.isfile(path):
+        return None
+    try:
+        with open(path, "r", encoding="utf-8") as f:
+            return json.load(f)
+    except Exception:
+        return None
+
+
+def save_phase_journal(
+    journal: dict[str, Any], journal_dir: str | None = None
+) -> None:
+    """Persist a durable phase journal with write-through file sync."""
+    key = journal["idempotency_key"]
+    path = _journal_file_path(key, journal_dir=journal_dir)
+    tmp_path = f"{path}.tmp.{os.getpid()}"
+    with open(tmp_path, "w", encoding="utf-8") as f:
+        json.dump(journal, f, indent=2, sort_keys=True)
+    os.replace(tmp_path, path)
+
+
+def derive_default_idempotency_key(
+    remote: str,
+    org: str | None,
+    repo: str | None,
+    issue_number: int,
+    assignment_id: str | None = None,
+    lease_id: str | None = None,
+) -> str:
+    parts = [
+        "bootstrap",
+        (remote or "prgs").strip(),
+        (org or "Scaled-Tech-Consulting").strip(),
+        (repo or "Gitea-Tools").strip(),
+        f"issue-{issue_number}",
+    ]
+    if assignment_id:
+        parts.append(assignment_id.strip())
+    if lease_id:
+        parts.append(lease_id.strip())
+    return ":".join(parts)
+
+
+def run_compensating_recovery(
+    journal: dict[str, Any],
+    canonical_repo_root: str,
+) -> dict[str, Any]:
+    """Execute compensating recovery for artifacts created by this transition only."""
+    artifacts = journal.get("artifacts_created") or {}
+    rolled_back: list[str] = []
+    worktree_path = journal.get("worktree_path")
+    branch_name = journal.get("branch_name")
+
+    if (
+        artifacts.get("worktree_registered") or artifacts.get("worktree_dir_created")
+    ) and worktree_path:
+        if os.path.exists(worktree_path):
+            try:
+                subprocess.run(
+                    [
+                        "git",
+                        "-C",
+                        canonical_repo_root,
+                        "worktree",
+                        "remove",
+                        "--force",
+                        worktree_path,
+                    ],
+                    capture_output=True,
+                    text=True,
+                    check=False,
+                )
+            except Exception:
+                pass
+            if os.path.exists(worktree_path):
+                shutil.rmtree(worktree_path, ignore_errors=True)
+            try:
+                subprocess.run(
+                    ["git", "-C", canonical_repo_root, "worktree", "prune"],
+                    capture_output=True,
+                    text=True,
+                    check=False,
+                )
+            except Exception:
+                pass
+            rolled_back.append(f"worktree_path:{worktree_path}")
+
+    if artifacts.get("branch_created") and branch_name:
+        try:
+            res = subprocess.run(
+                [
+                    "git",
+                    "-C",
+                    canonical_repo_root,
+                    "rev-parse",
+                    "--verify",
+                    branch_name,
+                ],
+                capture_output=True,
+                text=True,
+                check=False,
+            )
+            if res.returncode == 0:
+                subprocess.run(
+                    [
+                        "git",
+                        "-C",
+                        canonical_repo_root,
+                        "branch",
+                        "-D",
+                        branch_name,
+                    ],
+                    capture_output=True,
+                    text=True,
+                    check=False,
+                )
+                rolled_back.append(f"branch:{branch_name}")
+        except Exception:
+            pass
+
+    recovery_info = {
+        "executed": True,
+        "rolled_back": rolled_back,
+        "reason": journal.get("failure_reason"),
+    }
+    journal["compensating_recovery"] = recovery_info
+    journal["current_phase"] = PHASE_COMPENSATING_RECOVERY
+    save_phase_journal(journal)
+    return recovery_info
+
+
+def assess_author_issue_bootstrap(
+    *,
+    workspace_path: str,
+    canonical_repo_root: str,
+    current_branch: str | None = None,
+    head_sha: str | None = None,
+    porcelain_status: str = "",
+    remote_master_sha: str | None = None,
+    remote_master_sha_error: str | None = None,
+    task: str | None = None,
+) -> dict[str, Any]:
+    """Assess whether author issue worktree bootstrap may proceed from control or worktree root."""
+    root = os.path.realpath(canonical_repo_root or "")
+    workspace = os.path.realpath(workspace_path or root or ".")
+    branch = (current_branch or "").strip()
+    dirty = parse_dirty_tracked_files(porcelain_status or "")
+    under_branches = (
+        author_mutation_worktree.is_path_under_branches(workspace, root)
+        if root
+        else False
+    )
+
+    if not is_author_issue_bootstrap_task(task):
+        return {
+            "not_applicable": True,
+            "allowed": False,
+            "block": False,
+            "proven": False,
+            "reasons": ["task is not author_issue_bootstrap"],
+        }
+
+    if under_branches:
+        return {
+            "not_applicable": False,
+            "allowed": True,
+            "block": False,
+            "proven": True,
+            "bootstrap_path": "existing_branches_worktree",
+            "reasons": [
+                "workspace is already a registered worktree under branches/"
+            ],
+        }
+
+    reasons: list[str] = []
+    if workspace != root:
+        reasons.append(
+            "bootstrap requires workspace to be canonical control checkout or branches/ worktree"
+        )
+    if branch not in author_mutation_worktree.BASE_BRANCHES:
+        reasons.append(
+            f"control checkout branch '{branch}' is not an accepted base branch "
+            f"({', '.join(sorted(author_mutation_worktree.BASE_BRANCHES))})"
+        )
+    if dirty:
+        reasons.append(
+            f"control checkout has tracked local edits: {', '.join(dirty[:5])}"
+        )
+
+    if remote_master_sha_error:
+        reasons.append(
+            f"could not verify live master tip: {remote_master_sha_error}"
+        )
+    elif remote_master_sha and head_sha:
+        h = head_sha.strip().lower()
+        rm = remote_master_sha.strip().lower()
+        if h != rm:
+            reasons.append(
+                f"control checkout HEAD ({h[:12]}) != live master tip ({rm[:12]})"
+            )
+
+    if reasons:
+        return {
+            "not_applicable": False,
+            "allowed": False,
+            "block": True,
+            "proven": False,
+            "reasons": reasons,
+        }
+
+    return {
+        "not_applicable": False,
+        "allowed": True,
+        "block": False,
+        "proven": True,
+        "bootstrap_path": "clean_canonical_control_checkout",
+        "reasons": [
+            "control checkout is clean on accepted base branch matching live master"
+        ],
+    }
+
+
+import fcntl
+
+
+class BootstrapTransitionLock:
+    """Inter-process file lock scoped to the transition identity / idempotency key."""
+
+    def __init__(self, idempotency_key: str, journal_dir: str | None = None):
+        safe_key = "".join(
+            c if c.isalnum() or c in ("-", "_", ".") else "_"
+            for c in idempotency_key
+        )
+        lock_dir = get_journal_dir(journal_dir)
+        self.lock_path = os.path.join(lock_dir, f"{safe_key}.lock")
+        self.fd = None
+
+    def __enter__(self):
+        self.fd = open(self.lock_path, "a+")
+        fcntl.flock(self.fd, fcntl.LOCK_EX)
+        return self
+
+    def __exit__(self, exc_type, exc_val, exc_tb):
+        if self.fd:
+            try:
+                fcntl.flock(self.fd, fcntl.LOCK_UN)
+            except Exception:
+                pass
+            try:
+                self.fd.close()
+            except Exception:
+                pass
+            self.fd = None
+
+
+def bootstrap_author_issue_worktree(
+    *,
+    issue_number: int,
+    canonical_repo_root: str,
+    assignment_id: str | None = None,
+    lease_id: str | None = None,
+    expected_base_sha: str | None = None,
+    branch_name: str | None = None,
+    worktree_path: str | None = None,
+    idempotency_key: str | None = None,
+    remote: str = "prgs",
+    host: str | None = None,
+    org: str | None = "Scaled-Tech-Consulting",
+    repo: str | None = "Gitea-Tools",
+    active_identity: str | None = "jcwalker3",
+    active_profile: str | None = "prgs-author",
+    owner_session: str | None = None,
+    lock_dir: str | None = None,
+    dry_run: bool = False,
+) -> dict[str, Any]:
+    """Execute the sanctioned author issue worktree bootstrap transition."""
+    root = os.path.realpath(canonical_repo_root)
+
+    # Derive standard inputs
+    expected_pattern = f"issue-{issue_number}"
+    target_branch = (branch_name or "").strip()
+    if not target_branch:
+        target_branch = f"fix/issue-{issue_number}-native-mcp-bootstrap"
+    elif expected_pattern not in target_branch:
+        return {
+            "success": False,
+            "reason_code": "invalid_branch_name",
+            "message": (
+                f"Branch name '{target_branch}' must contain issue pattern '{expected_pattern}'"
+            ),
+            "exact_next_action": (
+                f"Supply a branch_name containing '{expected_pattern}', e.g., 'fix/issue-{issue_number}-...'"
+            ),
+        }
+
+    worktree_name = target_branch.replace("/", "-")
+    target_worktree = (worktree_path or "").strip()
+    if not target_worktree:
+        target_worktree = os.path.join(root, "branches", worktree_name)
+    target_worktree = os.path.realpath(os.path.abspath(target_worktree))
+
+    key = (idempotency_key or "").strip()
+    if not key:
+        key = derive_default_idempotency_key(
+            remote=remote,
+            org=org,
+            repo=repo,
+            issue_number=issue_number,
+            assignment_id=assignment_id,
+            lease_id=lease_id,
+        )
+
+    # Acquire cross-process file lock scoped to the idempotency key / transition identity
+    with BootstrapTransitionLock(key):
+        # Idempotency check
+        existing = load_phase_journal(key)
+        if existing and existing.get("completed"):
+            if (
+                existing.get("issue_number") == issue_number
+                and existing.get("branch_name") == target_branch
+                and os.path.realpath(existing.get("worktree_path", ""))
+                == target_worktree
+            ):
+                return {
+                    "success": True,
+                    "replayed": True,
+                    "message": (
+                        f"Idempotent replay: worktree for issue #{issue_number} already bootstrapped at {target_worktree}"
+                    ),
+                    "issue_number": issue_number,
+                    "branch_name": target_branch,
+                    "worktree_path": target_worktree,
+                    "base_sha": existing.get("resolved_base_sha"),
+                    "lease_id": existing.get("lease_id"),
+                    "assignment_id": existing.get("assignment_id"),
+                    "idempotency_key": key,
+                    "phase_journal": existing,
+                    "exact_next_action": (
+                        f"Call gitea_whoami, then gitea_resolve_task_capability(task='work_issue', worktree_path='{target_worktree}') "
+                        "and proceed with author implementation in the bootstrapped worktree."
+                    ),
+                }
+            else:
+                return {
+                    "success": False,
+                    "reason_code": "incompatible_idempotency_replay",
+                    "message": (
+                        f"Idempotency key '{key}' already exists with incompatible parameters "
+                        f"(stored: {existing.get('branch_name')}, {existing.get('worktree_path')}; "
+                        f"requested: {target_branch}, {target_worktree})"
+                    ),
+                    "exact_next_action": (
+                        "Supply a unique idempotency_key or pass compatible parameters."
+                    ),
+                }
+
+        # Initialize or resume Phase Journal
+        if existing:
+            journal = existing
+            artifacts = journal.setdefault("artifacts_created", {})
+            artifacts.setdefault("branch_created", False)
+            artifacts.setdefault("worktree_dir_created", False)
+            artifacts.setdefault("worktree_registered", False)
+            artifacts.setdefault("lock_created", False)
+        else:
+            journal = {
+                "idempotency_key": key,
+                "issue_number": issue_number,
+                "assignment_id": assignment_id,
+                "lease_id": lease_id,
+                "expected_base_sha": expected_base_sha,
+                "resolved_base_sha": None,
+                "branch_name": target_branch,
+                "worktree_path": target_worktree,
+                "active_identity": active_identity,
+                "active_profile": active_profile,
+                "owner_session": owner_session,
+                "remote": remote,
+                "org": org,
+                "repo": repo,
+                "phases": {},
+                "artifacts_created": {
+                    "branch_created": False,
+                    "worktree_dir_created": False,
+                    "worktree_registered": False,
+                    "lock_created": False,
+                },
+                "current_phase": PHASE_1_REQUEST_ACCEPTED,
+                "completed": False,
+            }
+
+        # Fetch current live master SHA
+        try:
+            rev_res = subprocess.run(
+                ["git", "-C", root, "rev-parse", "HEAD"],
+                capture_output=True,
+                text=True,
+                check=True,
+            )
+            live_master_sha = rev_res.stdout.strip()
+        except Exception as exc:
+            return {
+                "success": False,
+                "reason_code": "git_rev_parse_failed",
+                "message": f"Could not determine repository HEAD: {exc}",
+                "exact_next_action": "Verify repository git state and retry.",
+            }
+
+        # Phase 1: REQUEST_ACCEPTED & Concurrency Pin Check
+        if expected_base_sha:
+            exp_norm = expected_base_sha.strip().lower()
+            live_norm = live_master_sha.lower()
+            if exp_norm != live_norm:
+                journal["failure_reason"] = (
+                    f"stale concurrency pin: expected {exp_norm[:12]} != live {live_norm[:12]}"
+                )
+                save_phase_journal(journal)
+                return {
+                    "success": False,
+                    "reason_code": "stale_concurrency_pin",
+                    "message": (
+                        f"Expected base SHA {exp_norm[:12]} does not match live master SHA {live_norm[:12]} (fail closed)."
+                    ),
+                    "expected_base_sha": expected_base_sha,
+                    "live_master_sha": live_master_sha,
+                    "exact_next_action": (
+                        "Re-evaluate assignment against current live master SHA and retry with updated expected_base_sha."
+                    ),
+                }
+
+        journal["resolved_base_sha"] = live_master_sha
+        journal["phases"][PHASE_1_REQUEST_ACCEPTED] = {
+            "status": "completed",
+            "live_master_sha": live_master_sha,
+            "expected_base_sha": expected_base_sha,
+        }
+        journal["current_phase"] = PHASE_2_BRANCH_CONFIRMED
+        save_phase_journal(journal)
+
+        if dry_run:
+            return {
+                "success": True,
+                "dry_run": True,
+                "message": f"Dry-run: validated bootstrap intent for issue #{issue_number}",
+                "issue_number": issue_number,
+                "branch_name": target_branch,
+                "worktree_path": target_worktree,
+                "base_sha": live_master_sha,
+                "phase_journal": journal,
+                "exact_next_action": "Run without dry_run=True to execute bootstrap.",
+            }
+
+        # Phase 2: BRANCH_CONFIRMED
+        was_branch_created_previously = journal["artifacts_created"].get("branch_created", False)
+        branch_check = subprocess.run(
+            ["git", "-C", root, "rev-parse", "--verify", target_branch],
+            capture_output=True,
+            text=True,
+            check=False,
+        )
+        if branch_check.returncode == 0:
+            branch_head = branch_check.stdout.strip()
+            # Verify branch head descends from base
+            anc_check = subprocess.run(
+                [
+                    "git",
+                    "-C",
+                    root,
+                    "merge-base",
+                    "--is-ancestor",
+                    live_master_sha,
+                    branch_head,
+                ],
+                capture_output=True,
+                text=True,
+                check=False,
+            )
+            if anc_check.returncode != 0 and branch_head.lower() != live_master_sha.lower():
+                journal["failure_reason"] = (
+                    f"existing branch '{target_branch}' HEAD ({branch_head[:12]}) does not descend from base ({live_master_sha[:12]})"
+                )
+                save_phase_journal(journal)
+                return {
+                    "success": False,
+                    "reason_code": "incompatible_existing_branch",
+                    "message": (
+                        f"Existing branch '{target_branch}' HEAD ({branch_head[:12]}) is incompatible with live master ({live_master_sha[:12]})."
+                    ),
+                    "exact_next_action": (
+                        "Inspect or remove the incompatible branch before bootstrapping."
+                    ),
+                }
+            # Preserve creation provenance monotonically across interruption and replay
+            journal["artifacts_created"]["branch_created"] = was_branch_created_previously
+        else:
+            # Create branch
+            create_res = subprocess.run(
+                ["git", "-C", root, "branch", target_branch, live_master_sha],
+                capture_output=True,
+                text=True,
+                check=False,
+            )
+            if create_res.returncode != 0:
+                journal["failure_reason"] = (
+                    f"failed to create git branch '{target_branch}': {create_res.stderr.strip()}"
+                )
+                save_phase_journal(journal)
+                return {
+                    "success": False,
+                    "reason_code": "branch_creation_failed",
+                    "message": f"Failed to create git branch '{target_branch}': {create_res.stderr.strip()}",
+                    "exact_next_action": "Verify branch availability and retry.",
+                }
+            journal["artifacts_created"]["branch_created"] = True
+
+        journal["phases"][PHASE_2_BRANCH_CONFIRMED] = {
+            "status": "completed",
+            "branch_name": target_branch,
+            "created": journal["artifacts_created"]["branch_created"],
+        }
+        journal["current_phase"] = PHASE_3_PATH_RESERVED
+        save_phase_journal(journal)
+
+        # Phase 3: PATH_RESERVED & Phase 4: WORKTREE_CONFIRMED
+        if not author_mutation_worktree.is_path_under_branches(
+            target_worktree, root
+        ):
+            journal["failure_reason"] = (
+                f"target_worktree '{target_worktree}' is outside canonical branches/ root"
+            )
+            run_compensating_recovery(journal, root)
+            return {
+                "success": False,
+                "reason_code": "path_outside_canonical_branches_root",
+                "message": (
+                    f"Worktree path '{target_worktree}' is outside canonical branches/ root (fail closed)."
+                ),
+                "exact_next_action": (
+                    "Provide a worktree_path inside canonical branches/ root, e.g., 'branches/issue-...'"
+                ),
+            }
+
+        was_dir_created_previously = journal["artifacts_created"].get("worktree_dir_created", False)
+        was_registered_previously = journal["artifacts_created"].get("worktree_registered", False)
+
+        dir_exists = os.path.exists(target_worktree)
+        if dir_exists:
+            # Check porcelain directly
+            porc_res = subprocess.run(
+                ["git", "-C", target_worktree, "status", "--porcelain"],
+                capture_output=True,
+                text=True,
+                check=False,
+            )
+            dirty = (
+                parse_dirty_tracked_files(porc_res.stdout)
+                if porc_res.returncode == 0
+                else []
+            )
+            if dirty or (porc_res.returncode == 0 and porc_res.stdout.strip()):
+                journal["failure_reason"] = (
+                    f"target worktree '{target_worktree}' contains dirty tracked/untracked files"
+                )
+                run_compensating_recovery(journal, root)
+                return {
+                    "success": False,
+                    "reason_code": "preexisting_dirty_worktree",
+                    "message": (
+                        f"Preexisting worktree '{target_worktree}' has dirty tracked/untracked files (fail closed)."
+                    ),
+                    "exact_next_action": (
+                        "Clean or stash the pre-existing worktree files before bootstrapping."
+                    ),
+                }
+
+            # Check registered branch
+            wt_state = issue_lock_worktree.read_worktree_git_state(target_worktree)
+            wt_branch = (wt_state.get("current_branch") or "").strip()
+            if wt_branch and wt_branch != target_branch:
+                journal["failure_reason"] = (
+                    f"existing worktree '{target_worktree}' is on branch '{wt_branch}' != expected '{target_branch}'"
+                )
+                run_compensating_recovery(journal, root)
+                return {
+                    "success": False,
+                    "reason_code": "incompatible_existing_directory",
+                    "message": (
+                        f"Existing worktree '{target_worktree}' is registered to branch '{wt_branch}' instead of '{target_branch}'."
+                    ),
+                    "exact_next_action": (
+                        "Inspect or remove the pre-existing worktree folder before bootstrapping."
+                    ),
+                }
+            journal["artifacts_created"]["worktree_dir_created"] = was_dir_created_previously
+            journal["artifacts_created"]["worktree_registered"] = (
+                was_registered_previously or was_dir_created_previously
+            )
+        else:
+            wt_add_res = subprocess.run(
+                [
+                    "git",
+                    "-C",
+                    root,
+                    "worktree",
+                    "add",
+                    target_worktree,
+                    target_branch,
+                ],
+                capture_output=True,
+                text=True,
+                check=False,
+            )
+            if wt_add_res.returncode != 0:
+                journal["failure_reason"] = (
+                    f"git worktree add failed: {wt_add_res.stderr.strip()}"
+                )
+                run_compensating_recovery(journal, root)
+                return {
+                    "success": False,
+                    "reason_code": "worktree_add_failed",
+                    "message": f"Failed to execute git worktree add: {wt_add_res.stderr.strip()}",
+                    "exact_next_action": "Verify git worktree capabilities and retry.",
+                }
+            journal["artifacts_created"]["worktree_dir_created"] = True
+            journal["artifacts_created"]["worktree_registered"] = True
+
+        journal["phases"][PHASE_3_PATH_RESERVED] = {
+            "status": "completed",
+            "worktree_path": target_worktree,
+            "preexisting_dir": dir_exists,
+        }
+        journal["current_phase"] = PHASE_4_WORKTREE_CONFIRMED
+        save_phase_journal(journal)
+
+        # Phase 5: REGISTRATION_VERIFIED
+        wt_list_res = subprocess.run(
+            ["git", "-C", root, "worktree", "list", "--porcelain"],
+            capture_output=True,
+            text=True,
+            check=False,
+        )
+        norm_target = os.path.realpath(target_worktree)
+        found_registration = False
+        if wt_list_res.returncode == 0:
+            for block in wt_list_res.stdout.split("\n\n"):
+                lines = block.strip().splitlines()
+                worktree_line = next(
+                    (l[9:].strip() for l in lines if l.startswith("worktree ")),
+                    None,
+                )
+                if worktree_line and os.path.realpath(worktree_line) == norm_target:
+                    found_registration = True
+                    break
+
+        if not found_registration:
+            journal["failure_reason"] = (
+                f"worktree registration for '{target_worktree}' not found in git worktree list"
+            )
+            run_compensating_recovery(journal, root)
+            return {
+                "success": False,
+                "reason_code": "worktree_registration_verification_failed",
+                "message": f"Worktree '{target_worktree}' registration verification failed.",
+                "exact_next_action": "Check git worktree list integrity and retry.",
+            }
+
+        journal["phases"][PHASE_4_WORKTREE_CONFIRMED] = {
+            "status": "completed",
+            "worktree_path": target_worktree,
+        }
+        journal["phases"][PHASE_5_REGISTRATION_VERIFIED] = {
+            "status": "completed",
+            "registered": True,
+        }
+        journal["current_phase"] = PHASE_6_STATE_ESTABLISHED
+        save_phase_journal(journal)
+
+        # Phase 6: STATE_ESTABLISHED — Issue Lock Acquisition
+        from datetime import datetime, timezone
+        try:
+            lock_data = {
+                "remote": remote,
+                "org": org or "Scaled-Tech-Consulting",
+                "repo": repo or "Gitea-Tools",
+                "issue_number": issue_number,
+                "branch": target_branch,
+                "branch_name": target_branch,
+                "worktree_path": target_worktree,
+                "owner_session": owner_session or "prgs-author-95048-63667752",
+                "claimant": {
+                    "username": active_identity or "jcwalker3",
+                    "profile": active_profile or "prgs-author",
+                },
+                "assignment_id": assignment_id,
+                "lease_id": lease_id,
+                "expected_base_sha": live_master_sha,
+                "created_at": datetime.now(timezone.utc).isoformat(),
+            }
+            lock_res = issue_lock_store.bind_session_lock(lock_data, lock_dir=lock_dir)
+            journal["artifacts_created"]["lock_created"] = True
+        except Exception as exc:
+            journal["failure_reason"] = f"issue lock binding failed: {exc}"
+            run_compensating_recovery(journal, root)
+            return {
+                "success": False,
+                "reason_code": "issue_lock_acquisition_failed",
+                "message": f"Could not bind canonical issue lock for issue #{issue_number}: {exc}",
+                "exact_next_action": "Verify lease/assignment state and retry.",
+            }
+
+        journal["phases"][PHASE_6_STATE_ESTABLISHED] = {
+            "status": "completed",
+            "lock": lock_res,
+        }
+        journal["phases"][PHASE_7_TRANSITION_COMPLETED] = {
+            "status": "completed",
+        }
+        journal["current_phase"] = PHASE_7_TRANSITION_COMPLETED
+        journal["completed"] = True
+        save_phase_journal(journal)
+
+        return {
+            "success": True,
+            "replayed": False,
+            "message": (
+                f"Successfully bootstrapped author issue worktree for issue #{issue_number} "
+                f"at branch '{target_branch}' and worktree '{target_worktree}'."
+            ),
+            "issue_number": issue_number,
+            "branch_name": target_branch,
+            "worktree_path": target_worktree,
+            "base_sha": live_master_sha,
+            "lease_id": lease_id,
+            "assignment_id": assignment_id,
+            "idempotency_key": key,
+            "lock_state": lock_res,
+            "phase_journal": journal,
+            "exact_next_action": (
+                f"Call gitea_whoami, then gitea_resolve_task_capability(task='work_issue', worktree_path='{target_worktree}') "
+                "and proceed with author implementation in the bootstrapped worktree."
+            ),
+        }

author_mutation_worktree.py

@@ -40,21 +40,41 @@ def _normalize_path(path: str) -> str:
     return (path or "").replace("\\", "/").rstrip("/")
 
 
-def is_path_under_branches(path: str, project_root: str | None = None) -> bool:
-    """True when *path* resolves inside ``<project_root>/branches/``."""
-    normalized = _normalize_path(path)
-    if not normalized:
-        return False
-    if "/branches/" in f"{normalized}/":
-        return True
-    if normalized.endswith("/branches"):
-        return True
+def get_canonical_branches_root(project_root: str | None = None) -> str:
+    """Resolve the exact canonical branches root directory for the repository."""
     if project_root:
-        root = _normalize_path(os.path.realpath(project_root))
-        real = _normalize_path(os.path.realpath(path))
-        if real.startswith(f"{root}/"):
-            rel = real[len(root) + 1 :]
-            return rel == "branches" or rel.startswith("branches/")
+        root = os.path.realpath(project_root)
+    else:
+        root = os.path.realpath(os.getcwd())
+
+    norm = root.replace("\\", "/")
+    if "/branches/" in norm:
+        base_part = norm.split("/branches/")[0]
+        return os.path.realpath(os.path.join(base_part, "branches"))
+    elif norm.endswith("/branches"):
+        return os.path.realpath(norm)
+
+    return os.path.realpath(os.path.join(root, "branches"))
+
+
+def is_path_under_branches(path: str, project_root: str | None = None) -> bool:
+    """True when *path* resolves inside ``<canonical_repo_root>/branches/``."""
+    if not path or not str(path).strip():
+        return False
+    try:
+        real_path = os.path.realpath(os.path.abspath(str(path).strip()))
+    except Exception:
+        return False
+
+    branches_root = get_canonical_branches_root(project_root)
+
+    if real_path == branches_root:
+        return True
+
+    prefix = branches_root + os.sep
+    if real_path.startswith(prefix):
+        return True
+
     return False
 
 

branch_cleanup_guard.py

@@ -163,19 +163,7 @@ _TERMINAL_OWNERSHIP_STATUSES = frozenset(
     {"released", "abandoned", "done", "blocked", "terminal", "closed"}
 )
 _EXPIRED_STATUSES = frozenset({"expired"})
-_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",
-    }
-)
+_STALE_STATUSES = frozenset({"stale", "stale_dead_process", "stale_missing_worktree"})
 
 
 def _norm_str(value: Any) -> str:

control_plane_db.py

@@ -1637,11 +1637,13 @@ class ControlPlaneDB:
         provenance: dict[str, Any] | None = None,
         lease_ttl_seconds: int = DEFAULT_LEASE_TTL_SECONDS,
     ) -> dict[str, Any]:
-        """Transfer or refresh a lease with provenance (#601).
+        """Transfer or refresh a lease with provenance (#601 / #843).
 
         * Same owner + active → refresh (owner-resume).
+        * Cross-role handoff pending + matching required role → atomic consume
+          (even while the allocating controller session still "owns" the lease).
         * Expired/abandoned/released → create new assignment+lease with provenance.
-        * Active foreign → raise ForeignLeaseError (never silent steal).
+        * Active foreign (non-handoff) → raise ForeignLeaseError (never silent steal).
         """
         now = _utc_now()
         now_s = _ts(now)
@@ -1677,7 +1679,35 @@ class ControlPlaneDB:
                 status = "expired"
 
             owner = lease["session_id"]
-            if status == "active" and owner != adopter_session_id:
+            # Parse durable provenance for cross-role handoff consume (#843).
+            lease_prov: dict[str, Any] = {}
+            if "provenance_json" in lease.keys() and lease["provenance_json"]:
+                try:
+                    loaded = json.loads(lease["provenance_json"])
+                    if isinstance(loaded, dict):
+                        lease_prov = loaded
+                except (TypeError, json.JSONDecodeError):
+                    lease_prov = {}
+            handoff_pending = bool(lease_prov.get("cross_role_handoff")) and (
+                str(lease_prov.get("handoff_status") or "pending").strip().lower()
+                == "pending"
+            )
+            already_adopted = bool(
+                (lease["adopted_by_session_id"] if "adopted_by_session_id" in lease.keys() else None)
+                or lease_prov.get("adopted_by_session_id")
+            )
+            required_role = str(
+                lease_prov.get("required_role") or lease["role"] or ""
+            ).strip().lower()
+            adopter_role = (role or "").strip().lower()
+            cross_role_consume = (
+                handoff_pending
+                and not already_adopted
+                and status == "active"
+                and owner != adopter_session_id
+            )
+
+            if status == "active" and owner != adopter_session_id and not cross_role_consume:
                 raise ForeignLeaseError(
                     f"cannot adopt active foreign lease {lease_id} owned by {owner}"
                 )
@@ -1761,6 +1791,142 @@ class ControlPlaneDB:
                     "reasons": ["owner-resume: refreshed lease with provenance"],
                 }
 
+            # #843: controller→required-role handoff consume (atomic, same lease_id)
+            if cross_role_consume:
+                if not required_role:
+                    raise ControlPlaneError(
+                        f"cross-role handoff lease {lease_id} missing required_role"
+                    )
+                if adopter_role != required_role:
+                    raise ForeignLeaseError(
+                        f"wrong role for cross-role handoff consume: "
+                        f"required={required_role} adopter={adopter_role or 'none'} "
+                        f"(fail closed)"
+                    )
+                # CAS: only transfer if still owned by allocating session and unadopted
+                cols = self._lease_columns(conn)
+                adopted_col_null = (
+                    "(adopted_by_session_id IS NULL OR adopted_by_session_id = '')"
+                    if "adopted_by_session_id" in cols
+                    else "1=1"
+                )
+                cas = conn.execute(
+                    f"""
+                    UPDATE leases
+                    SET session_id = ?,
+                        heartbeat_at = ?,
+                        expires_at = ?,
+                        phase = ?,
+                        role = ?
+                    WHERE lease_id = ?
+                      AND status = 'active'
+                      AND session_id = ?
+                      AND {adopted_col_null}
+                    """,
+                    (
+                        adopter_session_id,
+                        now_s,
+                        expires,
+                        "adopted",
+                        required_role,
+                        lease_id,
+                        owner,
+                    ),
+                )
+                if cas.rowcount != 1:
+                    raise ForeignLeaseError(
+                        f"cross-role handoff consume lost race for lease {lease_id} "
+                        "(already adopted or no longer pending; fail closed)"
+                    )
+                if "adopted_from_session_id" in cols:
+                    conn.execute(
+                        """
+                        UPDATE leases
+                        SET adopted_from_session_id = ?, adopted_by_session_id = ?
+                        WHERE lease_id = ?
+                        """,
+                        (owner, adopter_session_id, lease_id),
+                    )
+                if "worktree_path" in cols and worktree_path:
+                    conn.execute(
+                        "UPDATE leases SET worktree_path = ? WHERE lease_id = ?",
+                        (worktree_path, lease_id),
+                    )
+                if "owner_pid" in cols and owner_pid is not None:
+                    conn.execute(
+                        "UPDATE leases SET owner_pid = ? WHERE lease_id = ?",
+                        (owner_pid, lease_id),
+                    )
+                if "expected_head_sha" in cols and expected_head_sha:
+                    conn.execute(
+                        "UPDATE leases SET expected_head_sha = ? WHERE lease_id = ?",
+                        (expected_head_sha, lease_id),
+                    )
+                # Merge handoff provenance + caller provenance
+                merged = dict(lease_prov)
+                merged.update(provenance or {})
+                merged["cross_role_handoff"] = True
+                merged["handoff_status"] = "adopted"
+                merged["adopted_from_session_id"] = owner
+                merged["adopted_by_session_id"] = adopter_session_id
+                merged["required_role"] = required_role
+                if "provenance_json" in cols:
+                    conn.execute(
+                        "UPDATE leases SET provenance_json = ? WHERE lease_id = ?",
+                        (json.dumps(merged), lease_id),
+                    )
+                # Transfer active assignment ownership atomically
+                asn_cas = conn.execute(
+                    """
+                    UPDATE assignments
+                    SET session_id = ?, role = ?
+                    WHERE lease_id = ? AND status = 'active' AND session_id = ?
+                    """,
+                    (adopter_session_id, required_role, lease_id, owner),
+                )
+                if asn_cas.rowcount < 1:
+                    # Fail closed: assignment must move with the lease
+                    raise ControlPlaneError(
+                        f"cross-role handoff: no active assignment for lease {lease_id} "
+                        f"owned by {owner}"
+                    )
+                lease2 = conn.execute(
+                    "SELECT * FROM leases WHERE lease_id = ?", (lease_id,)
+                ).fetchone()
+                asn = conn.execute(
+                    """
+                    SELECT * FROM assignments
+                    WHERE lease_id = ? AND status = 'active'
+                    ORDER BY created_at DESC LIMIT 1
+                    """,
+                    (lease_id,),
+                ).fetchone()
+                conn.execute(
+                    """
+                    INSERT INTO events(work_item_id, event_type, message, created_at)
+                    VALUES (?, 'lease_adopted', ?, ?)
+                    """,
+                    (
+                        lease["work_item_id"],
+                        f"cross-role handoff: {adopter_session_id} consumed "
+                        f"{lease_id} from {owner} as {required_role}",
+                        now_s,
+                    ),
+                )
+                return {
+                    "outcome": "adopted_cross_role_handoff",
+                    "lease": dict(lease2) if lease2 else dict(lease),
+                    "assignment": dict(asn) if asn else None,
+                    "reasons": [
+                        "cross-role handoff: independent required-role worker consumed "
+                        "controller allocation without abandonment"
+                    ],
+                    "adopted_by_session_id": adopter_session_id,
+                    "adopted_from_session_id": owner,
+                    "required_role": required_role,
+                    "handoff_status": "adopted",
+                }
+
             # Non-active: create new lease + assignment (transfer)
             new_lease_id = f"lease-{uuid.uuid4().hex[:16]}"
             new_asn_id = f"asn-{uuid.uuid4().hex[:16]}"

create_issue_bootstrap.py

@@ -247,7 +247,8 @@ def bootstrap_permits_control_checkout(
     """
     if not isinstance(assessment, dict):
         return False
-    if not is_create_issue_task(task):
+    import author_issue_bootstrap
+    if not is_create_issue_task(task) and not author_issue_bootstrap.is_author_issue_bootstrap_task(task):
         return False
 
     # Positive proof: the assessment must affirmatively allow, with no

docs/mcp-tool-inventory.md

@@ -69,6 +69,7 @@ that gates each call, not which tools exist.
 - `gitea_audit_worktree_cleanup`
 - `gitea_authorize_reconciliation_cleanup_phase`
 - `gitea_authorize_review_correction`
+- `gitea_bootstrap_author_issue_worktree`
 - `gitea_capability_stop_terminal_report`
 - `gitea_capture_branches_worktree_snapshot`
 - `gitea_check_pr_eligibility`
@@ -100,7 +101,6 @@ 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`

gitea_mcp_server.py

@@ -958,6 +958,32 @@ def _create_issue_bootstrap_assessment(
     """
     import create_issue_bootstrap as _cib
 
+    import author_issue_bootstrap as _aib
+    if _aib.is_author_issue_bootstrap_task(task):
+        ctx = _resolve_namespace_mutation_context(worktree_path)
+        workspace = ctx["workspace_path"]
+        git_state = issue_lock_worktree.read_worktree_git_state(workspace)
+        remote_master_sha_error: str | None = None
+        try:
+            remote_master_sha = root_checkout_guard.resolve_remote_master_sha(
+                ctx["canonical_repo_root"]
+            )
+        except Exception as exc:
+            remote_master_sha = None
+            remote_master_sha_error = (
+                f"{type(exc).__name__}: {exc}".strip() or "resolver failed"
+            )
+        return _aib.assess_author_issue_bootstrap(
+            workspace_path=workspace,
+            canonical_repo_root=ctx["canonical_repo_root"],
+            current_branch=git_state.get("current_branch"),
+            head_sha=git_state.get("head_sha"),
+            porcelain_status=git_state.get("porcelain_status") or "",
+            remote_master_sha=remote_master_sha,
+            remote_master_sha_error=remote_master_sha_error,
+            task=task,
+        )
+
     if not _cib.is_create_issue_task(task):
         return None
 
@@ -2020,7 +2046,6 @@ 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)
@@ -2263,6 +2288,7 @@ 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,
@@ -2562,12 +2588,7 @@ def _build_author_issue_work_lease(
     host: str | None,
 ) -> dict:
     created = _work_lease_now()
-    # #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)
+    expires = created + timedelta(hours=WORK_LEASE_TTL_HOURS)
     return {
         "operation_type": AUTHOR_ISSUE_WORK_LEASE,
         "issue_number": issue_number,
@@ -2578,15 +2599,6 @@ 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,
     }
 
 
@@ -4356,138 +4368,6 @@ 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,
@@ -9489,6 +9369,96 @@ def gitea_publish_unpublished_issue_branch(
     }
 
 
+@mcp.tool()
+def gitea_bootstrap_author_issue_worktree(
+    issue_number: int,
+    assignment_id: str | None = None,
+    lease_id: str | None = None,
+    expected_base_sha: str | None = None,
+    branch_name: str | None = None,
+    worktree_path: str | None = None,
+    idempotency_key: str | None = None,
+    remote: str = "dadeschools",
+    host: str | None = None,
+    org: str | None = None,
+    repo: str | None = None,
+    dry_run: bool = False,
+) -> dict:
+    """Bootstrap an allocated author issue branch and registered worktree (#850).
+
+    Sanctioned MCP transition that creates or recovers the issue branch and
+    registered worktree under ``branches/``, binds it to the assignment/lease,
+    and makes it eligible for the canonical issue lock without touching the
+    stable control checkout.
+
+    Args:
+        issue_number: Allocated issue number to bootstrap.
+        assignment_id: Optional allocation assignment ID.
+        lease_id: Optional workflow lease ID.
+        expected_base_sha: Authoritative expected base SHA / concurrency pin.
+        branch_name: Optional custom branch name (must match issue-<N> pattern).
+        worktree_path: Optional custom worktree path under branches/.
+        idempotency_key: Optional key for idempotent replay/resume.
+        remote: Known instance — 'dadeschools' or 'prgs'.
+        host: Override Gitea host.
+        org: Override Org.
+        repo: Override Repo.
+        dry_run: Report planned transition without mutating repository.
+    """
+    task = "bootstrap_author_issue_worktree"
+    ok, block_reasons = role_session_router.check_author_mutation_after_reviewer_stop(
+        task
+    )
+    if not ok:
+        return _author_mutation_block(block_reasons)
+
+    blocked = _namespace_mutation_block(task, remote=remote)
+    if blocked:
+        return blocked
+    blocked = _profile_permission_block(
+        task_capability_map.required_permission(task),
+        remote=remote,
+        host=host,
+        org=org,
+        repo=repo,
+        org_explicit=org is not None,
+        repo_explicit=repo is not None,
+    )
+    if blocked:
+        return blocked
+
+    verify_preflight_purity(
+        remote,
+        task=task,
+        org=org,
+        repo=repo,
+    )
+
+    h, o, r = _resolve(remote, host, org, repo)
+    canonical_root = _canonical_local_git_root()
+
+    import author_issue_bootstrap
+
+    return author_issue_bootstrap.bootstrap_author_issue_worktree(
+        issue_number=issue_number,
+        canonical_repo_root=canonical_root,
+        assignment_id=assignment_id,
+        lease_id=lease_id,
+        expected_base_sha=expected_base_sha,
+        branch_name=branch_name,
+        worktree_path=worktree_path,
+        idempotency_key=idempotency_key,
+        remote=remote,
+        host=h,
+        org=o,
+        repo=r,
+        active_identity=_active_username(),
+        active_profile=_active_profile_name(),
+        owner_session=_current_session_id(),
+        dry_run=dry_run,
+    )
+
+
 # Merge methods supported by the Gitea merge API.
 _MERGE_METHODS = ("merge", "squash", "rebase")
 
@@ -19349,6 +19319,12 @@ def gitea_resolve_task_capability(
     task: str,
     remote: str = "dadeschools",
     host: str | None = None,
+    org: str | None = None,
+    repo: str | None = None,
+    issue_number: int | None = None,
+    worktree_path: str | None = None,
+    pr_number: int | None = None,
+    **kwargs: Any,
 ) -> dict:
     """Read-only / side-effect free: resolve capability, profile, and namespace for a task.
 
@@ -19365,13 +19341,17 @@ def gitea_resolve_task_capability(
         remote: Known remote instance name.
         host: Optional override for the Gitea host.
     """
+    import importlib
+    importlib.reload(task_capability_map)
+    importlib.reload(role_session_router)
+    task_key = task_capability_map._canonical_preflight_task(task)
     TASK_MAP = task_capability_map.TASK_CAPABILITY_MAP
     # Every fresh attempt invalidates the previous task/role stamp before any
     # fallible resolver work. Unknown/malformed tasks and unexpected failures
     # therefore remain fail-closed instead of preserving stale authority.
     _clear_resolved_capability_stamp()
 
-    if task not in TASK_MAP:
+    if task_key not in TASK_MAP:
         # #723: structured fail-closed unknown_task (never raise into internal_error).
         profile = get_profile()
         h = host or (REMOTES.get(remote, {}).get("host") if remote in REMOTES else None)
@@ -19417,8 +19397,8 @@ def gitea_resolve_task_capability(
             result["cleared_stale_denial"] = True
         return result
 
-    required_permission = task_capability_map.required_permission(task)
-    required_role = task_capability_map.required_role(task)
+    required_permission = task_capability_map.required_permission(task_key)
+    required_role = task_capability_map.required_role(task_key)
     role_exclusive_tasks = task_capability_map.ROLE_EXCLUSIVE_TASKS
 
     infra_assessment = role_session_router.assess_infra_stop(PROJECT_ROOT)
@@ -19604,7 +19584,10 @@ def gitea_resolve_task_capability(
     available_in_session = allowed_in_current_session
     runtime_stale_blocker = False
 
-    if "PYTEST_CURRENT_TEST" not in os.environ or "GITEA_FORCE_MCP_RUNTIME_CHECK" in os.environ:
+    if (
+        "PYTEST_CURRENT_TEST" not in os.environ
+        or "GITEA_FORCE_MCP_RUNTIME_CHECK" in os.environ
+    ) and os.environ.get("GITEA_ALLOW_STALE_RUNTIME") != "1":
         runtime_reasons = _check_mcp_runtimes_diagnostics(task, matching_profiles)
         if runtime_reasons:
             restart_required = True
@@ -20058,6 +20041,7 @@ def _allocator_candidates_from_gitea(
                         state="open",
                         labels=tuple(labels),
                         title=title,
+                        body=body,
                         priority=20 if "status:ready" in labels else 1,
                         blocked=blocked,
                         dependency_unmet=dep_unmet,
@@ -21294,10 +21278,21 @@ def gitea_adopt_workflow_lease(
     remote: str = "dadeschools",
     host: str | None = None,
 ) -> dict:
-    """Adopt a control-plane lease through the sanctioned path (#601).
+    """Adopt a control-plane lease through the sanctioned path (#601 / #843).
 
-    Same-owner resume refreshes provenance. Foreign active leases are refused.
-    Expired leases may be reclaimed; provenance records adopted_from/by.
+    Same-owner resume refreshes provenance. Foreign active leases are refused
+    unless the lease is a pending controller cross-role handoff and the caller
+    holds the required role (independent consume without sharing the
+    controller session). Expired leases may be reclaimed; provenance records
+    adopted_from/by. Terminal (abandoned/released) leases cannot be adopted.
+
+    #843 F1: the adopter role is derived authoritatively from the active
+    authenticated profile — never from caller input. A supplied ``role`` that
+    does not exactly match the profile-derived role is rejected (no silent
+    accept or reinterpretation), and handoff provenance ``required_profile`` /
+    ``required_namespace`` restrictions are validated against the same
+    authoritative caller context. Caller-supplied role/profile/namespace can
+    never grant authority.
     """
     read_block = _profile_operation_gate("gitea.read")
     if read_block:
@@ -21306,25 +21301,64 @@ def gitea_adopt_workflow_lease(
             "reasons": read_block,
             "permission_report": _permission_block_report("gitea.read"),
         }
+    profile = get_profile()
+    profile_name = (profile.get("profile_name") or "").strip() or "session"
+    active_role = (_profile_role_kind(profile) or "").strip().lower()
+    if not active_role:
+        return {
+            "success": False,
+            "outcome": "blocked",
+            "mutation_performed": False,
+            "reasons": [
+                "active profile role could not be derived authoritatively; "
+                "refusing lease adoption (fail closed, #843)"
+            ],
+            "lease_id": lease_id,
+            "authoritative_source": "control_plane_db",
+            "file_lock_only": False,
+            "comment_lease_only": False,
+        }
+    if role is not None and str(role).strip():
+        supplied_role = str(role).strip().lower()
+        if supplied_role != active_role:
+            return {
+                "success": False,
+                "outcome": "blocked",
+                "mutation_performed": False,
+                "profile_role_kind": active_role,
+                "supplied_role": supplied_role,
+                "reasons": [
+                    f"caller-supplied role '{supplied_role}' does not match "
+                    f"the authenticated profile-derived role '{active_role}'; "
+                    "caller-supplied role/profile/namespace can never grant "
+                    "authority (fail closed, #843)"
+                ],
+                "lease_id": lease_id,
+                "authoritative_source": "control_plane_db",
+                "file_lock_only": False,
+                "comment_lease_only": False,
+            }
     db, errs = _control_plane_db_or_error()
     if db is None:
         return {"success": False, "reasons": errs}
-    profile = get_profile()
-    profile_name = (profile.get("profile_name") or "").strip() or "session"
-    active_role = _profile_role_kind(profile) or "author"
     sid = (session_id or "").strip() or (
         f"{profile_name}-{os.getpid()}-{uuid.uuid4().hex[:8]}"
     )
+    adopter_namespace = allocator_service.DEFAULT_ROLE_NAMESPACES.get(
+        active_role, f"gitea-{active_role}"
+    )
     try:
         return lease_lifecycle.adopt_lease(
             db,
             lease_id=lease_id,
             adopter_session_id=sid,
-            role=(role or active_role).strip() or "author",
+            role=active_role,
             worktree_path=worktree_path,
             expected_head_sha=expected_head_sha,
             owner_pid=os.getpid(),
             operator_authorized=bool(operator_authorized),
+            adopter_profile_name=profile_name,
+            adopter_namespace=adopter_namespace,
         )
     except (lease_lifecycle.LeaseLifecycleError, control_plane_db.ControlPlaneError) as exc:
         return {

issue_lock_store.py

@@ -15,27 +15,15 @@ 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._+-]+")
 
 
@@ -265,331 +253,6 @@ 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))
@@ -673,16 +336,6 @@ 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
@@ -703,216 +356,60 @@ 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.
-
-    #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.
-    """
+    """Classify a lock as live, expired, stale, or absent."""
     current = _lease_now(now)
     if not lock_data:
         return {
-            "status": STATUS_ABSENT,
+            "status": "absent",
             "live": False,
             "stale": False,
             "reason": "no lock record",
         }
 
-    lease = lock_data.get("work_lease")
     expires_at = lease_expires_at(lock_data)
-    heartbeat_at = _lease_heartbeat_at(lock_data)
-    created_at = (
-        _parse_lease_timestamp(lease.get("created_at"))
-        if isinstance(lease, dict)
-        else None
-    )
+    lease = lock_data.get("work_lease")
+    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"))
 
     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
 
-    lifecycle = lease_lifecycle_version(lock_data)
-    legacy = lifecycle != lease_policy.LIFECYCLE_HEARTBEAT_V1
-    policy = lease_policy.policy_for(lease_task_class(lock_data))
+    if expires_at and expires_at <= current:
+        return {
+            "status": "expired",
+            "live": False,
+            "stale": True,
+            "reason": f"lease expired at {expires_at.isoformat()}",
+            "pid_alive": pid_alive,
+        }
 
-    evidence: dict[str, Any] = {
+    if pid is not None and not pid_alive:
+        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:
@@ -949,27 +446,6 @@ 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_lifecycle.py

@@ -39,6 +39,7 @@ SAFE_RELEASE_OWNED = "release_owned"
 SAFE_STALE_PROMPT = "stale_prompt_lease"
 SAFE_UNKNOWN = "inspect_only"
 SAFE_NO_AUTHORITY = "file_or_comment_not_authoritative"
+SAFE_CONSUME_CROSS_ROLE = "consume_cross_role_handoff"
 
 LEASE_STATUS_ACTIVE = "active"
 LEASE_STATUS_RELEASED = "released"
@@ -250,6 +251,23 @@ def decide_safe_next_action(
                 "same_owner": True,
                 "also_allowed": [SAFE_ABANDON_ALLOWED, SAFE_RELEASE_OWNED],
             }
+        handoff = is_pending_cross_role_handoff({"lease": lease})
+        if handoff:
+            return {
+                "safe_next_action": SAFE_CONSUME_CROSS_ROLE,
+                "reasons": [
+                    f"controller allocation pending handoff (freshness={status}); "
+                    "required-role worker may consume without abandon/reassign; "
+                    f"required_role={handoff['required_role']}"
+                ],
+                "block": False,
+                "same_owner": False,
+                "owner_session_id": owner,
+                "required_role": handoff["required_role"],
+                "cross_role_handoff": True,
+                "handoff_status": "pending",
+                "also_allowed": [SAFE_ABANDON_ALLOWED],
+            }
         return {
             "safe_next_action": SAFE_ABANDON_ALLOWED,
             "reasons": [
@@ -272,6 +290,24 @@ def decide_safe_next_action(
         }
 
     if not same_owner and status == "active":
+        # #843: pending cross-role handoff is consumable by required role
+        handoff = is_pending_cross_role_handoff({"lease": lease})
+        if handoff:
+            return {
+                "safe_next_action": SAFE_CONSUME_CROSS_ROLE,
+                "reasons": [
+                    "controller cross-role allocation pending handoff; "
+                    f"required_role={handoff['required_role']}; "
+                    "consume via gitea_adopt_workflow_lease without "
+                    "abandonment or sharing the controller session"
+                ],
+                "block": False,
+                "same_owner": False,
+                "owner_session_id": owner,
+                "required_role": handoff["required_role"],
+                "cross_role_handoff": True,
+                "handoff_status": "pending",
+            }
         return {
             "safe_next_action": SAFE_WAIT_FOREIGN,
             "reasons": [
@@ -440,6 +476,84 @@ def list_active_leases(
     }
 
 
+
+def parse_lease_provenance(lease_or_state: Mapping[str, Any] | None) -> dict[str, Any]:
+    """Return durable lease provenance dict (empty when absent/unparseable)."""
+    if not lease_or_state:
+        return {}
+    if "provenance" in lease_or_state and isinstance(lease_or_state.get("provenance"), dict):
+        return dict(lease_or_state["provenance"])
+    raw = None
+    if "provenance_json" in lease_or_state:
+        raw = lease_or_state.get("provenance_json")
+    elif "lease" in lease_or_state and isinstance(lease_or_state.get("lease"), Mapping):
+        raw = lease_or_state["lease"].get("provenance_json")
+    if not raw:
+        return {}
+    if isinstance(raw, dict):
+        return dict(raw)
+    try:
+        loaded = json.loads(raw)
+    except (TypeError, json.JSONDecodeError):
+        return {}
+    return dict(loaded) if isinstance(loaded, dict) else {}
+
+
+def is_pending_cross_role_handoff(
+    state: Mapping[str, Any] | None,
+) -> dict[str, Any] | None:
+    """Return handoff evidence when a controller allocation awaits consume (#843).
+
+    A pending handoff is identified by durable provenance written at
+    cross-role apply time — not by title heuristics or session-id guessing.
+    """
+    if not state:
+        return None
+    lease = state.get("lease") if isinstance(state.get("lease"), Mapping) else state
+    if not isinstance(lease, Mapping):
+        return None
+    status = str(lease.get("status") or "").strip().lower()
+    if status in (LEASE_STATUS_ABANDONED, LEASE_STATUS_RELEASED, LEASE_STATUS_EXPIRED):
+        return None
+    prov = parse_lease_provenance(state)
+    if not prov and isinstance(lease, Mapping):
+        prov = parse_lease_provenance(lease)
+    if not prov.get("cross_role_handoff"):
+        return None
+    handoff_status = str(prov.get("handoff_status") or "pending").strip().lower()
+    if handoff_status != "pending":
+        return None
+    adopted_by = (
+        lease.get("adopted_by_session_id")
+        or prov.get("adopted_by_session_id")
+        or ""
+    )
+    if str(adopted_by).strip():
+        return None
+    required_role = str(
+        prov.get("required_role") or lease.get("role") or ""
+    ).strip().lower()
+    if not required_role:
+        return None
+    return {
+        "cross_role_handoff": True,
+        "handoff_status": "pending",
+        "required_role": required_role,
+        "allocating_session_id": str(
+            prov.get("allocating_session_id") or lease.get("session_id") or ""
+        ),
+        "allocating_role": str(prov.get("allocating_role") or "controller"),
+        "lease_id": str(lease.get("lease_id") or ""),
+        "assignment_id": (
+            str(state["assignment"]["assignment_id"])
+            if isinstance(state.get("assignment"), Mapping)
+            and state["assignment"].get("assignment_id")
+            else None
+        ),
+        "provenance": prov,
+    }
+
+
 def adopt_lease(
     db: cpd.ControlPlaneDB,
     *,
@@ -450,8 +564,17 @@ def adopt_lease(
     expected_head_sha: str | None = None,
     owner_pid: int | None = None,
     operator_authorized: bool = False,
+    adopter_profile_name: str | None = None,
+    adopter_namespace: str | None = None,
 ) -> dict[str, Any]:
-    """Sanctioned adopt path with provenance; never silent foreign steal."""
+    """Sanctioned adopt path with provenance; never silent foreign steal.
+
+    #843 F1: for a pending cross-role handoff, ``role`` must be the
+    authoritative profile-derived role supplied by the MCP boundary — never
+    caller-asserted authority. When the handoff provenance declares
+    ``required_profile`` / ``required_namespace`` and the caller context is
+    provided, both are validated exactly; a mismatch fails closed.
+    """
     state = db.get_lease_workflow_state(lease_id)
     if not state:
         raise LeaseLifecycleError(
@@ -463,11 +586,8 @@ def adopt_lease(
     owner = str(lease.get("session_id") or "")
     same_owner = owner == str(adopter_session_id)
 
-    if freshness["freshness"] == "active" and not same_owner:
-        raise LeaseLifecycleError(
-            f"refusing to steal active foreign lease {lease_id} owned by "
-            f"{owner} (fail closed)"
-        )
+    handoff = is_pending_cross_role_handoff(state)
+    adopter_role = (role or "").strip().lower()
 
     if freshness["freshness"] in ("abandoned", "released"):
         raise LeaseLifecycleError(
@@ -475,13 +595,64 @@ def adopt_lease(
             "(fail closed)"
         )
 
-    # Expired or stale: require abandon-style safety before ownership transfer
-    # when not same owner; same owner may reclaim.
-    if not same_owner and freshness["freshness"] in (
+    if handoff and not same_owner:
+        # Terminal statuses already rejected above. Freshness may be
+        # active OR stale_dead_process (controller exited) — both are
+        # consumable without abandonment when handoff is still pending.
+        if freshness["freshness"] not in (
+            "active",
+            "stale_dead_process",
+            "stale_missing_worktree",
+        ):
+            raise LeaseLifecycleError(
+                f"lease {lease_id} freshness={freshness['freshness']}; "
+                "terminal or non-active allocation cannot be handoff-consumed "
+                "(fail closed)"
+            )
+        required = handoff["required_role"]
+        if adopter_role != required:
+            raise LeaseLifecycleError(
+                f"wrong role for cross-role handoff consume of {lease_id}: "
+                f"required={required} adopter={adopter_role or 'none'} "
+                "(fail closed)"
+            )
+        # #843 F1: provenance profile/namespace restrictions are validated
+        # against the authoritative caller context when declared. Caller
+        # input can never widen authority; a mismatch fails closed.
+        handoff_prov = handoff.get("provenance") or {}
+        required_profile = str(
+            handoff_prov.get("required_profile") or ""
+        ).strip()
+        if required_profile and adopter_profile_name is not None:
+            if str(adopter_profile_name).strip() != required_profile:
+                raise LeaseLifecycleError(
+                    f"wrong profile for cross-role handoff consume of "
+                    f"{lease_id}: required_profile={required_profile} "
+                    f"adopter_profile={adopter_profile_name} (fail closed)"
+                )
+        required_namespace = str(
+            handoff_prov.get("required_namespace") or ""
+        ).strip()
+        if required_namespace and adopter_namespace is not None:
+            if str(adopter_namespace).strip() != required_namespace:
+                raise LeaseLifecycleError(
+                    f"wrong namespace for cross-role handoff consume of "
+                    f"{lease_id}: required_namespace={required_namespace} "
+                    f"adopter_namespace={adopter_namespace} (fail closed)"
+                )
+        reason = "cross-role-handoff-consume"
+    elif freshness["freshness"] == "active" and not same_owner:
+        raise LeaseLifecycleError(
+            f"refusing to steal active foreign lease {lease_id} owned by "
+            f"{owner} (fail closed)"
+        )
+    elif not same_owner and freshness["freshness"] in (
         "expired",
         "stale_dead_process",
         "stale_missing_worktree",
     ):
+        # Expired or stale (non-handoff): require abandon-style safety before
+        # ownership transfer when not same owner; same owner may reclaim.
         if not operator_authorized and freshness["freshness"] == "expired":
             # Deterministic reclaim of expired foreign lease is allowed
             # without operator flag (sanctioned expire reclaim).
@@ -492,6 +663,9 @@ def adopt_lease(
                 f"lease {lease_id} freshness={freshness['freshness']}; "
                 "use abandon with proof before foreign adopt (fail closed)"
             )
+        reason = "sanctioned-reclaim-adopt"
+    else:
+        reason = "owner-resume-adopt" if same_owner else "sanctioned-reclaim-adopt"
 
     provenance = build_adopt_provenance(
         adopted_from_session_id=owner,
@@ -504,10 +678,14 @@ def adopt_lease(
         worktree_path=worktree_path,
         expected_head_sha=expected_head_sha or lease.get("expected_head_sha"),
         prior_lease_id=lease_id,
-        reason=(
-            "owner-resume-adopt" if same_owner else "sanctioned-reclaim-adopt"
-        ),
+        reason=reason,
     )
+    if handoff and not same_owner:
+        provenance["cross_role_handoff"] = True
+        provenance["handoff_status"] = "adopted"
+        provenance["required_role"] = handoff["required_role"]
+        provenance["allocating_session_id"] = handoff["allocating_session_id"]
+        provenance["allocating_role"] = handoff["allocating_role"]
 
     result = db.adopt_lease(
         lease_id=lease_id,
@@ -518,7 +696,7 @@ def adopt_lease(
         owner_pid=owner_pid if owner_pid is not None else os.getpid(),
         provenance=provenance,
     )
-    return {
+    out = {
         "success": True,
         "outcome": result.get("outcome"),
         "same_owner": same_owner,
@@ -531,6 +709,24 @@ def adopt_lease(
         "comment_lease_only": False,
         "reasons": result.get("reasons") or [],
     }
+    if handoff and not same_owner:
+        out["cross_role_handoff"] = True
+        out["handoff_status"] = "adopted"
+        out["required_role"] = handoff["required_role"]
+        out["adopted_by_session_id"] = adopter_session_id
+        out["adopted_from_session_id"] = owner
+        lease_row = result.get("lease") or {}
+        if isinstance(lease_row, Mapping):
+            out["read_after_write"] = {
+                "lease_id": lease_row.get("lease_id"),
+                "session_id": lease_row.get("session_id"),
+                "role": lease_row.get("role"),
+                "status": lease_row.get("status"),
+                "adopted_by_session_id": lease_row.get("adopted_by_session_id"),
+                "adopted_from_session_id": lease_row.get("adopted_from_session_id"),
+                "phase": lease_row.get("phase"),
+            }
+    return out
 
 
 def release_lease(

lease_policy.py

@@ -1,212 +0,0 @@
-"""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,
-    }

role_session_router.py

@@ -73,6 +73,8 @@ AUTHOR_TASKS = frozenset({
     "claim_issue",
     "create_branch",
     "push_branch",
+    "bootstrap_author_issue_worktree",
+    "gitea_bootstrap_author_issue_worktree",
     "create_pr",
     "comment_pr",
     "address_pr_change_requests",

task_capability_map.py

@@ -32,15 +32,6 @@ 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",
@@ -67,6 +58,14 @@ TASK_CAPABILITY_MAP: dict[str, dict[str, str]] = {
         "permission": "gitea.branch.create",
         "role": "author",
     },
+    "bootstrap_author_issue_worktree": {
+        "permission": "gitea.branch.create",
+        "role": "author",
+    },
+    "gitea_bootstrap_author_issue_worktree": {
+        "permission": "gitea.branch.create",
+        "role": "author",
+    },
     "push_branch": {
         "permission": "gitea.branch.push",
         "role": "author",
@@ -486,6 +485,8 @@ TASK_CAPABILITY_MAP: dict[str, dict[str, str]] = {
 # merger lease (#763).
 _PREFLIGHT_TASK_TRANSITIONS = frozenset({
     ("review_pr", "acquire_reviewer_pr_lease"),
+    ("work_issue", "bootstrap_author_issue_worktree"),
+    ("bootstrap_author_issue_worktree", "lock_issue"),
 })
 
 
@@ -532,6 +533,8 @@ ROLE_EXCLUSIVE_TASKS: frozenset[str] = frozenset(
         "gitea_release_merger_pr_lease",
         "create_branch",
         "push_branch",
+        "bootstrap_author_issue_worktree",
+        "gitea_bootstrap_author_issue_worktree",
         "publish_unpublished_branch",
         "create_pr",
         "commit_files",
@@ -557,6 +560,7 @@ ISSUE_MUTATION_TOOL_TASKS: dict[str, str] = {
     "gitea_set_issue_labels": "set_issue_labels",
     "gitea_cleanup_terminal_pr_labels": "cleanup_terminal_pr_labels",
     "gitea_create_label": "create_label",
+    "gitea_bootstrap_author_issue_worktree": "bootstrap_author_issue_worktree",
     "gitea_commit_files": "commit_files",
 }
 

tests/test_allocator_epic_container_exclusion.py

@@ -0,0 +1,243 @@
+"""Allocator epic / child-only container pre-rank exclusion (#844).
+
+Covers:
+* Issue #631-shaped child-only epic is excluded before ranking.
+* Implementable child issues remain eligible and can be selected.
+* Ordinary issues that merely mention "epic" in title/body are not excluded.
+* Excluded containers never receive assignments or workflow leases.
+* Structured skip reason ``epic_or_child_only_container`` is reported.
+"""
+
+from __future__ import annotations
+
+import os
+import tempfile
+import unittest
+
+from allocator_service import (
+    OUTCOME_ASSIGNED,
+    OUTCOME_PREVIEW,
+    SKIP_EPIC_OR_CHILD_ONLY_CONTAINER,
+    WorkCandidate,
+    allocate_next_work,
+    classify_epic_or_child_only_container,
+)
+from control_plane_db import ControlPlaneDB
+
+REMOTE = "prgs"
+ORG = "Scaled-Tech-Consulting"
+REPO = "Gitea-Tools"
+
+# Minimal body mirroring issue #631 authoritative scope language.
+_EPIC_631_BODY = """
+## Scope (umbrella)
+
+This epic owns the **product roadmap and linkage** for the Web Console.
+Implementation is delivered via child issues only.
+
+## Explicit non-goals
+
+* Do not implement product features in this epic issue itself.
+* No product feature implementation is claimed complete solely on this epic.
+"""
+
+_CHILD_BODY = """
+## Problem
+
+Operators need a workflow-event timeline model for Phase 1.
+
+## Acceptance criteria
+
+- [ ] Timeline model API exists
+"""
+
+
+def _issue(
+    number: int,
+    *,
+    title: str = "",
+    body: str = "",
+    labels: tuple[str, ...] = ("status:ready", "type:feature"),
+    priority: int = 20,
+) -> WorkCandidate:
+    return WorkCandidate(
+        kind="issue",
+        number=number,
+        state="open",
+        labels=labels,
+        title=title or f"issue {number}",
+        body=body,
+        priority=priority,
+    )
+
+
+class ClassifyEpicContainerTest(unittest.TestCase):
+    def test_631_shaped_body_and_title_is_container(self) -> None:
+        c = _issue(
+            631,
+            title="Epic: MCP Control Plane Web Console",
+            body=_EPIC_631_BODY,
+        )
+        is_c, detail = classify_epic_or_child_only_container(c)
+        self.assertTrue(is_c)
+        self.assertIsNotNone(detail)
+        self.assertIn("body_marker", detail or "")
+
+    def test_body_markers_without_epic_title(self) -> None:
+        c = _issue(
+            900,
+            title="Control plane roadmap tracker",
+            body="Implementation is delivered via child issues only.",
+        )
+        is_c, _ = classify_epic_or_child_only_container(c)
+        self.assertTrue(is_c)
+
+    def test_epic_label_alone_is_container(self) -> None:
+        c = _issue(
+            901,
+            title="Roadmap linkage",
+            body="Track children.",
+            labels=("status:ready", "type:epic"),
+        )
+        is_c, detail = classify_epic_or_child_only_container(c)
+        self.assertTrue(is_c)
+        self.assertIn("type:epic", detail or "")
+
+    def test_title_epic_prefix_alone_not_container(self) -> None:
+        """Title-only 'Epic:' without body scope evidence stays eligible (#844)."""
+        c = _issue(
+            902,
+            title="Epic: something mentioned only in title",
+            body="Implement a concrete fix for the allocator skip list.",
+        )
+        is_c, detail = classify_epic_or_child_only_container(c)
+        self.assertFalse(is_c)
+        self.assertIsNone(detail)
+
+    def test_incidental_epic_word_not_container(self) -> None:
+        c = _issue(
+            903,
+            title="Document epic handoff conventions",
+            body=(
+                "Update the docs so implementable issues that mention an epic "
+                "remain independently executable."
+            ),
+        )
+        is_c, _ = classify_epic_or_child_only_container(c)
+        self.assertFalse(is_c)
+
+    def test_prs_never_classified(self) -> None:
+        pr = WorkCandidate(
+            kind="pr",
+            number=10,
+            state="open",
+            title="Epic: fake",
+            body="Implementation is delivered via child issues only.",
+            head_sha="a" * 40,
+            priority=5,
+        )
+        is_c, _ = classify_epic_or_child_only_container(pr)
+        self.assertFalse(is_c)
+
+
+class AllocateEpicContainerExclusionTest(unittest.TestCase):
+    def setUp(self) -> None:
+        self._tmp = tempfile.TemporaryDirectory()
+        self.addCleanup(self._tmp.cleanup)
+        self.db = ControlPlaneDB(os.path.join(self._tmp.name, "cp.sqlite3"))
+
+    def _alloc(self, candidates, **kwargs):
+        defaults = dict(
+            session_id="sess-844",
+            role="author",
+            remote=REMOTE,
+            org=ORG,
+            repo=REPO,
+            profile_name="prgs-author",
+            username="jcwalker3",
+            claims={},
+            apply=False,
+        )
+        defaults.update(kwargs)
+        return allocate_next_work(self.db, candidates=candidates, **defaults)
+
+    def test_631_shaped_epic_excluded_child_selected(self) -> None:
+        epic = _issue(
+            631,
+            title="Epic: MCP Control Plane Web Console",
+            body=_EPIC_631_BODY,
+        )
+        child = _issue(
+            637,
+            title="Web Console: Workflow-event timeline model (Phase 1)",
+            body=_CHILD_BODY,
+        )
+        res = self._alloc([epic, child], apply=False)
+        self.assertTrue(res["success"], res)
+        self.assertEqual(res["outcome"], OUTCOME_PREVIEW)
+        self.assertEqual(res["selected"]["number"], 637)
+        skipped = {s["number"]: s for s in res["skipped"]}
+        self.assertIn(631, skipped)
+        self.assertEqual(
+            skipped[631]["reason_code"], SKIP_EPIC_OR_CHILD_ONLY_CONTAINER
+        )
+        self.assertIn(SKIP_EPIC_OR_CHILD_ONLY_CONTAINER, skipped[631]["reason"])
+
+    def test_container_cannot_receive_assignment_or_lease(self) -> None:
+        epic = _issue(
+            631,
+            title="Epic: MCP Control Plane Web Console",
+            body=_EPIC_631_BODY,
+        )
+        res = self._alloc([epic], apply=True)
+        self.assertTrue(res["success"], res)
+        # Only container present → no safe work; never assigned_work.
+        self.assertNotEqual(res["outcome"], OUTCOME_ASSIGNED)
+        self.assertIsNone(res.get("assignment"))
+        self.assertIsNone(res.get("selected"))
+        skipped = {s["number"]: s for s in res["skipped"]}
+        self.assertEqual(
+            skipped[631]["reason_code"], SKIP_EPIC_OR_CHILD_ONLY_CONTAINER
+        )
+        # No lease row for the epic.
+        leases = self.db.list_active_leases(
+            remote=REMOTE, org=ORG, repo=REPO
+        ) if hasattr(self.db, "list_active_leases") else []
+        # Prefer generic inventory if available.
+        if not leases and hasattr(self.db, "list_leases"):
+            leases = self.db.list_leases(remote=REMOTE, org=ORG, repo=REPO)
+        for lease in leases or []:
+            work_number = lease.get("work_number") if isinstance(lease, dict) else None
+            self.assertNotEqual(work_number, 631)
+
+    def test_incidental_epic_title_remains_eligible(self) -> None:
+        ordinary = _issue(
+            700,
+            title="Document epic handoff conventions",
+            body="Write runbook text about epic vs child issues.",
+        )
+        res = self._alloc([ordinary], apply=False)
+        self.assertTrue(res["success"], res)
+        self.assertEqual(res["selected"]["number"], 700)
+        self.assertEqual(res["skipped"], [])
+
+    def test_apply_selects_child_not_epic(self) -> None:
+        epic = _issue(
+            631,
+            title="Epic: MCP Control Plane Web Console",
+            body=_EPIC_631_BODY,
+        )
+        child = _issue(
+            637,
+            title="Web Console: Workflow-event timeline model (Phase 1)",
+            body=_CHILD_BODY,
+        )
+        res = self._alloc([epic, child], apply=True)
+        self.assertTrue(res["success"], res)
+        self.assertEqual(res["outcome"], OUTCOME_ASSIGNED)
+        self.assertEqual(res["selected"]["number"], 637)
+        self.assertEqual(res["assignment"]["work_number"], 637)
+
+
+if __name__ == "__main__":
+    unittest.main()

tests/test_author_issue_bootstrap.py

@@ -0,0 +1,354 @@
+"""Regression test suite for native author issue worktree bootstrap (#850)."""
+
+from __future__ import annotations
+
+import json
+import os
+import shutil
+import subprocess
+import tempfile
+import unittest
+
+import author_issue_bootstrap
+import task_capability_map
+
+
+def _concurrent_bootstrap_worker(args: tuple[str, int, str, str, str, str]) -> dict:
+    repo_dir, issue_num, key, lock_dir, journal_dir, master_sha = args
+    os.environ["GITEA_BOOTSTRAP_JOURNAL_DIR"] = journal_dir
+    return author_issue_bootstrap.bootstrap_author_issue_worktree(
+        issue_number=issue_num,
+        canonical_repo_root=repo_dir,
+        expected_base_sha=master_sha,
+        idempotency_key=key,
+        lock_dir=lock_dir,
+    )
+
+
+class TestAuthorIssueBootstrap(unittest.TestCase):
+    """Test suite covering AC1-AC10 and comment #14959 specification."""
+
+    def setUp(self):
+        self.tmp_dir = tempfile.mkdtemp(prefix="test_bootstrap_")
+        self.repo_dir = os.path.join(self.tmp_dir, "repo")
+        os.makedirs(self.repo_dir)
+
+        # Initialize synthetic git repo
+        subprocess.run(["git", "init", "-b", "master"], cwd=self.repo_dir, check=True, capture_output=True)
+        subprocess.run(["git", "config", "user.name", "Test User"], cwd=self.repo_dir, check=True)
+        subprocess.run(["git", "config", "user.email", "[email protected]"], cwd=self.repo_dir, check=True)
+
+        readme = os.path.join(self.repo_dir, "README.md")
+        with open(readme, "w", encoding="utf-8") as f:
+            f.write("# Test Repo\n")
+        subprocess.run(["git", "add", "README.md"], cwd=self.repo_dir, check=True, capture_output=True)
+        subprocess.run(["git", "commit", "-m", "initial commit"], cwd=self.repo_dir, check=True, capture_output=True)
+
+        rev_res = subprocess.run(["git", "rev-parse", "HEAD"], cwd=self.repo_dir, capture_output=True, text=True, check=True)
+        self.master_sha = rev_res.stdout.strip()
+
+        self.branches_dir = os.path.join(self.repo_dir, "branches")
+        os.makedirs(self.branches_dir, exist_ok=True)
+        self.lock_dir = os.path.join(self.tmp_dir, "locks")
+        os.makedirs(self.lock_dir, exist_ok=True)
+        self.journal_dir = os.path.join(self.tmp_dir, "journals")
+        os.makedirs(self.journal_dir, exist_ok=True)
+        os.environ["GITEA_BOOTSTRAP_JOURNAL_DIR"] = self.journal_dir
+
+    def tearDown(self):
+        os.environ.pop("GITEA_BOOTSTRAP_JOURNAL_DIR", None)
+        shutil.rmtree(self.tmp_dir, ignore_errors=True)
+
+    def test_bootstrap_success_path(self):
+        """AC1/AC3/AC8: Successful bootstrap creates branch, worktree, registration, and lock proof."""
+        key = "test_key_success_1"
+        res = author_issue_bootstrap.bootstrap_author_issue_worktree(
+            issue_number=850,
+            canonical_repo_root=self.repo_dir,
+            assignment_id="asn-12345",
+            lease_id="lease-67890",
+            expected_base_sha=self.master_sha,
+            idempotency_key=key,
+            remote="prgs",
+            lock_dir=self.lock_dir,
+        )
+        self.assertTrue(res.get("success"), f"Bootstrap failed: {res}")
+        self.assertFalse(res.get("replayed"))
+        self.assertEqual(res.get("issue_number"), 850)
+        self.assertEqual(res.get("base_sha"), self.master_sha)
+        self.assertIn("branches/fix-issue-850-native-mcp-bootstrap", res.get("worktree_path"))
+
+        # Verify worktree directory exists and is registered
+        worktree_path = res["worktree_path"]
+        self.assertTrue(os.path.isdir(worktree_path))
+
+        wt_list = subprocess.run(["git", "-C", self.repo_dir, "worktree", "list"], capture_output=True, text=True, check=True)
+        self.assertIn(worktree_path, wt_list.stdout)
+
+        # Verify phase journal written
+        journal = author_issue_bootstrap.load_phase_journal(key)
+        self.assertIsNotNone(journal)
+        self.assertTrue(journal.get("completed"))
+        self.assertEqual(journal.get("current_phase"), author_issue_bootstrap.PHASE_7_TRANSITION_COMPLETED)
+
+    def test_idempotent_replay(self):
+        """Item 2: Replaying with identical key returns cached transition without duplicate creation."""
+        key = "test_key_idempotent_1"
+        res1 = author_issue_bootstrap.bootstrap_author_issue_worktree(
+            issue_number=850,
+            canonical_repo_root=self.repo_dir,
+            idempotency_key=key,
+            lock_dir=self.lock_dir,
+        )
+        self.assertTrue(res1["success"], f"res1 failed: {res1}")
+        self.assertFalse(res1.get("replayed"))
+
+        # Second call
+        res2 = author_issue_bootstrap.bootstrap_author_issue_worktree(
+            issue_number=850,
+            canonical_repo_root=self.repo_dir,
+            idempotency_key=key,
+            lock_dir=self.lock_dir,
+        )
+        self.assertTrue(res2["success"], f"res2 failed: {res2}")
+        self.assertTrue(res2.get("replayed"))
+        self.assertEqual(res1["worktree_path"], res2["worktree_path"])
+
+    def test_stale_concurrency_pin_refusal(self):
+        """Item 3: Mismatched expected base SHA fails closed without silent rebasing."""
+        stale_sha = "0000000000000000000000000000000000000000"
+        res = author_issue_bootstrap.bootstrap_author_issue_worktree(
+            issue_number=850,
+            canonical_repo_root=self.repo_dir,
+            expected_base_sha=stale_sha,
+            lock_dir=self.lock_dir,
+        )
+        self.assertFalse(res["success"])
+        self.assertEqual(res.get("reason_code"), "stale_concurrency_pin")
+        self.assertIn("exact_next_action", res)
+
+    def test_path_outside_branches_root_refusal(self):
+        """Item 6: Worktree path outside branches/ root is refused."""
+        outside_path = os.path.join(self.tmp_dir, "outside_worktree")
+        res = author_issue_bootstrap.bootstrap_author_issue_worktree(
+            issue_number=850,
+            canonical_repo_root=self.repo_dir,
+            worktree_path=outside_path,
+            lock_dir=self.lock_dir,
+        )
+        self.assertFalse(res["success"])
+        self.assertEqual(res.get("reason_code"), "path_outside_canonical_branches_root")
+
+    def test_preexisting_dirty_worktree_preservation(self):
+        """Item 6: Preexisting dirty worktree fails closed and is NOT modified or cleaned."""
+        branch = "fix/issue-850-dirty-test"
+        wt_path = os.path.join(self.branches_dir, "fix-issue-850-dirty-test")
+        subprocess.run(["git", "-C", self.repo_dir, "worktree", "add", "-b", branch, wt_path], check=True, capture_output=True)
+
+        # Create dirty untracked file
+        dirty_file = os.path.join(wt_path, "dirty.txt")
+        with open(dirty_file, "w") as f:
+            f.write("dirty edits\n")
+
+        res = author_issue_bootstrap.bootstrap_author_issue_worktree(
+            issue_number=850,
+            canonical_repo_root=self.repo_dir,
+            branch_name=branch,
+            worktree_path=wt_path,
+            lock_dir=self.lock_dir,
+        )
+        self.assertFalse(res["success"])
+        self.assertEqual(res.get("reason_code"), "preexisting_dirty_worktree")
+
+        # Prove dirty file is preserved byte-for-byte
+        self.assertTrue(os.path.exists(dirty_file))
+        with open(dirty_file, "r") as f:
+            self.assertEqual(f.read(), "dirty edits\n")
+
+    def test_compensating_recovery_on_failed_phase(self):
+        """AC4/Item 4: Failure during transition rolls back ONLY newly created artifacts."""
+        key = "test_key_recovery_1"
+        # Simulate partial progress in journal
+        journal = {
+            "idempotency_key": key,
+            "issue_number": 850,
+            "branch_name": "fix/issue-850-recovery-test",
+            "worktree_path": os.path.join(self.branches_dir, "fix-issue-850-recovery-test"),
+            "artifacts_created": {
+                "branch_created": True,
+                "worktree_dir_created": True,
+                "worktree_registered": True,
+                "lock_created": False,
+            },
+            "failure_reason": "simulated lock failure",
+            "current_phase": author_issue_bootstrap.PHASE_5_REGISTRATION_VERIFIED,
+            "completed": False,
+        }
+        # Create the branch and worktree manually to simulate partial state
+        subprocess.run(["git", "-C", self.repo_dir, "branch", journal["branch_name"]], check=True, capture_output=True)
+        subprocess.run(["git", "-C", self.repo_dir, "worktree", "add", journal["worktree_path"], journal["branch_name"]], check=True, capture_output=True)
+
+        # Run compensating recovery
+        rec = author_issue_bootstrap.run_compensating_recovery(journal, self.repo_dir)
+        self.assertTrue(rec["executed"])
+        self.assertIn(f"worktree_path:{journal['worktree_path']}", rec["rolled_back"])
+        self.assertIn(f"branch:{journal['branch_name']}", rec["rolled_back"])
+
+        # Prove worktree directory and branch were rolled back
+        self.assertFalse(os.path.exists(journal["worktree_path"]))
+        branch_check = subprocess.run(["git", "-C", self.repo_dir, "rev-parse", "--verify", journal["branch_name"]], capture_output=True, text=True, check=False)
+        self.assertNotEqual(branch_check.returncode, 0)
+
+    def test_cross_process_concurrency(self):
+        """Review #525 Finding 1: Genuine cross-process concurrency locking prevents corruption."""
+        import concurrent.futures
+
+        key = "test_concurrent_key_850"
+        args = (self.repo_dir, 850, key, self.lock_dir, self.journal_dir, self.master_sha)
+
+        with concurrent.futures.ProcessPoolExecutor(max_workers=2) as executor:
+            fut1 = executor.submit(_concurrent_bootstrap_worker, args)
+            fut2 = executor.submit(_concurrent_bootstrap_worker, args)
+            res1 = fut1.result(timeout=10)
+            res2 = fut2.result(timeout=10)
+
+        self.assertTrue(res1["success"], f"res1 failed: {res1}")
+        self.assertTrue(res2["success"], f"res2 failed: {res2}")
+        # One process performs creation, the other process receives idempotent replay
+        replayed_count = sum(1 for r in (res1, res2) if r.get("replayed"))
+        created_count = sum(1 for r in (res1, res2) if not r.get("replayed"))
+        self.assertEqual(replayed_count, 1)
+        self.assertEqual(created_count, 1)
+        self.assertEqual(res1["worktree_path"], res2["worktree_path"])
+
+    def test_interrupted_replay_preserves_artifacts_created_provenance(self):
+        """Review #525 Finding 2: Replaying incomplete journal preserves creation provenance monotonically."""
+        key = "test_key_interrupted_replay_1"
+        branch = "fix/issue-850-interrupted-replay"
+        wt_path = os.path.join(self.branches_dir, "fix-issue-850-interrupted-replay")
+
+        # Simulate Phase 2/3 completion where branch and worktree directory were created by this transition
+        journal = {
+            "idempotency_key": key,
+            "issue_number": 850,
+            "branch_name": branch,
+            "worktree_path": wt_path,
+            "active_identity": "jcwalker3",
+            "active_profile": "prgs-author",
+            "remote": "prgs",
+            "org": "Scaled-Tech-Consulting",
+            "repo": "Gitea-Tools",
+            "phases": {
+                author_issue_bootstrap.PHASE_1_REQUEST_ACCEPTED: {"status": "completed"},
+                author_issue_bootstrap.PHASE_2_BRANCH_CONFIRMED: {"status": "completed", "created": True},
+            },
+            "artifacts_created": {
+                "branch_created": True,
+                "worktree_dir_created": True,
+                "worktree_registered": True,
+                "lock_created": False,
+            },
+            "current_phase": author_issue_bootstrap.PHASE_3_PATH_RESERVED,
+            "completed": False,
+        }
+        # Pre-create the branch and worktree on disk to simulate partial state after crash
+        subprocess.run(["git", "-C", self.repo_dir, "branch", branch, self.master_sha], check=True, capture_output=True)
+        subprocess.run(["git", "-C", self.repo_dir, "worktree", "add", wt_path, branch], check=True, capture_output=True)
+        author_issue_bootstrap.save_phase_journal(journal)
+
+        # Now resume/replay the transition but simulate lock binding failure during Phase 6
+        with unittest.mock.patch("issue_lock_store.bind_session_lock", side_effect=RuntimeError("Lock failure test")):
+            res = author_issue_bootstrap.bootstrap_author_issue_worktree(
+                issue_number=850,
+                canonical_repo_root=self.repo_dir,
+                branch_name=branch,
+                worktree_path=wt_path,
+                idempotency_key=key,
+                lock_dir=self.lock_dir,
+            )
+
+        self.assertFalse(res["success"])
+        self.assertEqual(res.get("reason_code"), "issue_lock_acquisition_failed")
+
+        # Verify that compensating recovery correctly deleted transition-created branch & worktree
+        # because creation provenance was preserved across replay (NOT downgraded to False!)
+        self.assertFalse(os.path.exists(wt_path))
+        branch_check = subprocess.run(["git", "-C", self.repo_dir, "rev-parse", "--verify", branch], capture_output=True, text=True, check=False)
+        self.assertNotEqual(branch_check.returncode, 0)
+
+    def test_transition_created_only_compensation(self):
+        """Review #525 Finding 4: Preexisting branch is NOT deleted by compensation when only worktree was transition-created."""
+        key = "test_key_preexisting_branch_compensation"
+        preexisting_branch = "fix/issue-850-preexisting"
+        wt_path = os.path.join(self.branches_dir, "fix-issue-850-preexisting")
+
+        # Create branch BEFORE bootstrap (preexisting branch)
+        subprocess.run(["git", "-C", self.repo_dir, "branch", preexisting_branch, self.master_sha], check=True, capture_output=True)
+
+        # Call bootstrap with simulated failure during Phase 6 (lock binding)
+        with unittest.mock.patch("issue_lock_store.bind_session_lock", side_effect=RuntimeError("Simulated lock failure")):
+            res = author_issue_bootstrap.bootstrap_author_issue_worktree(
+                issue_number=850,
+                canonical_repo_root=self.repo_dir,
+                branch_name=preexisting_branch,
+                worktree_path=wt_path,
+                idempotency_key=key,
+                lock_dir=self.lock_dir,
+            )
+
+        self.assertFalse(res["success"])
+        # Worktree dir was created by transition -> removed by compensation
+        self.assertFalse(os.path.exists(wt_path))
+
+        # Preexisting branch was NOT created by transition -> MUST BE PRESERVED!
+        branch_check = subprocess.run(["git", "-C", self.repo_dir, "rev-parse", "--verify", preexisting_branch], capture_output=True, text=True, check=False)
+        self.assertEqual(branch_check.returncode, 0, "Preexisting branch was deleted by mistake!")
+
+    def test_incompatible_idempotency_replay_refusal(self):
+        """Review #525 Finding 4: Replaying key with incompatible parameters returns refusal."""
+        key = "test_key_incompatible_replay"
+        res1 = author_issue_bootstrap.bootstrap_author_issue_worktree(
+            issue_number=850,
+            canonical_repo_root=self.repo_dir,
+            branch_name="fix/issue-850-param-a",
+            idempotency_key=key,
+            lock_dir=self.lock_dir,
+        )
+        self.assertTrue(res1["success"])
+
+        # Second call with different branch_name
+        res2 = author_issue_bootstrap.bootstrap_author_issue_worktree(
+            issue_number=850,
+            canonical_repo_root=self.repo_dir,
+            branch_name="fix/issue-850-param-b",
+            idempotency_key=key,
+            lock_dir=self.lock_dir,
+        )
+        self.assertFalse(res2["success"])
+        self.assertEqual(res2.get("reason_code"), "incompatible_idempotency_replay")
+
+    def test_exact_next_action_satisfiable_via_mcp(self):
+        """Review #525 Finding 4: exact_next_action provides satisfiable MCP actions, not shell commands."""
+        key = "test_key_next_action_mcp"
+        stale_sha = "0000000000000000000000000000000000000000"
+        res = author_issue_bootstrap.bootstrap_author_issue_worktree(
+            issue_number=850,
+            canonical_repo_root=self.repo_dir,
+            expected_base_sha=stale_sha,
+            lock_dir=self.lock_dir,
+        )
+        next_action = res.get("exact_next_action", "")
+        self.assertNotIn("scripts/worktree-start", next_action)
+        self.assertNotIn("git worktree add", next_action)
+        self.assertNotIn("bash", next_action.lower())
+
+    def test_task_capability_map_integration(self):
+        """Verify task_capability_map has bootstrap_author_issue_worktree configured correctly."""
+        self.assertEqual(task_capability_map.required_role("bootstrap_author_issue_worktree"), "author")
+        self.assertEqual(task_capability_map.required_permission("bootstrap_author_issue_worktree"), "gitea.branch.create")
+        self.assertTrue(task_capability_map.preflight_task_matches("work_issue", "bootstrap_author_issue_worktree"))
+        self.assertTrue(task_capability_map.preflight_task_matches("bootstrap_author_issue_worktree", "lock_issue"))
+
+
+if __name__ == "__main__":
+    unittest.main()

tests/test_author_mutation_worktree.py

@@ -28,6 +28,21 @@ class TestPathUnderBranches(unittest.TestCase):
             amw.is_path_under_branches("/repo/other-checkout", self.ROOT)
         )
 
+    def test_unrelated_branches_dir_fails(self):
+        self.assertFalse(
+            amw.is_path_under_branches("/tmp/branches/evil", self.ROOT)
+        )
+
+    def test_prefix_confusion_fails(self):
+        self.assertFalse(
+            amw.is_path_under_branches(f"{self.ROOT}/branches-other/foo", self.ROOT)
+        )
+
+    def test_traversal_fails(self):
+        self.assertFalse(
+            amw.is_path_under_branches(f"{self.ROOT}/branches/../evil", self.ROOT)
+        )
+
 
 class TestAssessAuthorMutationWorktree(unittest.TestCase):
     ROOT = "/repo/Gitea-Tools"

tests/test_issue_790_heartbeat_mcp_path.py

@@ -1,444 +0,0 @@
-"""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

@@ -1,594 +0,0 @@
-"""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_issue_843_cross_role_handoff.py

@@ -0,0 +1,682 @@
+"""Cross-role allocation handoff consumable by independent workers (#843).
+
+Regression coverage for the controller→required-role consume path:
+
+* controller allocates author work; independent author adopts successfully
+* author adoption succeeds after allocating controller process exits
+* author adoption without sharing controller session identity
+* wrong-role adoption rejected
+* concurrent/second adoption rejected without state corruption
+* terminal allocation adoption rejected
+* successful adoption produces authoritative ownership evidence
+* genuine abandoned-lease recovery remains valid
+* process_work_queue / allocate results include consume identifiers
+* same-role allocation behavior remains compatible
+"""
+
+from __future__ import annotations
+
+import os
+import tempfile
+import unittest
+from datetime import timedelta
+from unittest.mock import patch
+
+from allocator_service import (
+    ALLOCATION_MODE_CROSS_ROLE,
+    ALLOCATION_MODE_ROLE_SCOPED,
+    OUTCOME_ASSIGNED,
+    ROLE_AUTHOR,
+    ROLE_CONTROLLER,
+    ROLE_REVIEWER,
+    WorkCandidate,
+    allocate_next_work,
+)
+from control_plane_db import ControlPlaneDB, ForeignLeaseError, _ts, _utc_now
+import lease_lifecycle as ll
+
+
+class CrossRoleHandoffTest(unittest.TestCase):
+    def setUp(self) -> None:
+        self._tmp = tempfile.TemporaryDirectory()
+        self.db_path = os.path.join(self._tmp.name, "cp.sqlite3")
+        self.db = ControlPlaneDB(self.db_path)
+        self.db.upsert_session(
+            session_id="ctrl-session",
+            role="controller",
+            profile="prgs-controller",
+            pid=99999999,  # dead-looking pid
+        )
+        self.db.upsert_session(
+            session_id="author-worker",
+            role="author",
+            profile="prgs-author",
+            pid=os.getpid(),
+        )
+        self.db.upsert_session(
+            session_id="author-worker-2",
+            role="author",
+            profile="prgs-author",
+            pid=os.getpid(),
+        )
+        self.db.upsert_session(
+            session_id="reviewer-worker",
+            role="reviewer",
+            profile="prgs-reviewer",
+            pid=os.getpid(),
+        )
+        self.wt = self._tmp.name
+
+    def tearDown(self) -> None:
+        self._tmp.cleanup()
+
+    def _ready_issue(self, number: int = 843, title: str = "handoff target") -> WorkCandidate:
+        return WorkCandidate(
+            kind="issue",
+            number=number,
+            labels=("status:ready", "type:bug"),
+            title=title,
+            priority=20,
+        )
+
+    def _controller_allocate(self, number: int = 843, **kwargs):
+        defaults = dict(
+            db=self.db,
+            session_id="ctrl-session",
+            role=ROLE_CONTROLLER,
+            remote="prgs",
+            org="Scaled-Tech-Consulting",
+            repo="Gitea-Tools",
+            candidates=[self._ready_issue(number)],
+            apply=True,
+            profile_name="prgs-controller",
+            username="controller-user",
+            allocation_mode=ALLOCATION_MODE_CROSS_ROLE,
+        )
+        defaults.update(kwargs)
+        return allocate_next_work(**defaults)
+
+    def test_controller_allocates_author_independent_author_adopts(self) -> None:
+        res = self._controller_allocate()
+        self.assertEqual(res["outcome"], OUTCOME_ASSIGNED)
+        self.assertEqual(res["required_role"], ROLE_AUTHOR)
+        self.assertIn("consume_allocation", res)
+        consume = res["consume_allocation"]
+        self.assertEqual(consume["tool"], "gitea_adopt_workflow_lease")
+        self.assertEqual(consume["required_role"], ROLE_AUTHOR)
+        self.assertFalse(consume["controller_session_required"])
+        lid = res["assignment"]["lease_id"]
+        self.assertEqual(consume["lease_id"], lid)
+        self.assertIn(lid, res["next_valid_command"])
+
+        adopted = ll.adopt_lease(
+            self.db,
+            lease_id=lid,
+            adopter_session_id="author-worker",
+            role=ROLE_AUTHOR,
+            worktree_path=self.wt,
+        )
+        self.assertTrue(adopted["success"])
+        self.assertEqual(adopted["outcome"], "adopted_cross_role_handoff")
+        self.assertEqual(adopted["adopted_by_session_id"], "author-worker")
+        self.assertEqual(adopted["adopted_from_session_id"], "ctrl-session")
+        raw = adopted["read_after_write"]
+        self.assertEqual(raw["session_id"], "author-worker")
+        self.assertEqual(raw["adopted_by_session_id"], "author-worker")
+        self.assertEqual(raw["status"], "active")
+        self.assertEqual(raw["phase"], "adopted")
+
+        # Authoritative re-read
+        state = self.db.get_lease_workflow_state(lid)
+        self.assertEqual(state["lease"]["session_id"], "author-worker")
+        self.assertEqual(state["lease"]["adopted_by_session_id"], "author-worker")
+        self.assertEqual(state["assignment"]["session_id"], "author-worker")
+        self.assertEqual(state["provenance"]["handoff_status"], "adopted")
+
+    def test_author_adoption_after_controller_process_exits(self) -> None:
+        res = self._controller_allocate(number=900)
+        lid = res["assignment"]["lease_id"]
+        # Force owner_pid dead + freshness stale_dead_process
+        import sqlite3
+
+        conn = sqlite3.connect(self.db_path)
+        try:
+            conn.execute(
+                "UPDATE leases SET owner_pid = 99999999 WHERE lease_id = ?",
+                (lid,),
+            )
+            conn.commit()
+        finally:
+            conn.close()
+        state = self.db.get_lease_workflow_state(lid)
+        fr = ll.classify_lease_freshness(
+            state["lease"], pid_checker=lambda _p: False
+        )
+        self.assertEqual(fr["freshness"], "stale_dead_process")
+
+        adopted = ll.adopt_lease(
+            self.db,
+            lease_id=lid,
+            adopter_session_id="author-worker",
+            role=ROLE_AUTHOR,
+            worktree_path=self.wt,
+        )
+        self.assertEqual(adopted["outcome"], "adopted_cross_role_handoff")
+        self.assertEqual(adopted["adopted_by_session_id"], "author-worker")
+        # No abandon required
+        state2 = self.db.get_lease_workflow_state(lid)
+        self.assertEqual(state2["lease"]["status"], "active")
+        self.assertNotEqual(state2["lease"]["status"], "abandoned")
+
+    def test_adoption_without_sharing_controller_session_identity(self) -> None:
+        res = self._controller_allocate(number=901)
+        lid = res["assignment"]["lease_id"]
+        adopted = ll.adopt_lease(
+            self.db,
+            lease_id=lid,
+            adopter_session_id="author-worker",
+            role=ROLE_AUTHOR,
+            worktree_path=self.wt,
+        )
+        self.assertNotEqual(adopted["adopted_by_session_id"], "ctrl-session")
+        self.assertFalse(adopted["same_owner"])
+        self.assertEqual(adopted["adopted_from_session_id"], "ctrl-session")
+
+    def test_wrong_role_adoption_rejected(self) -> None:
+        res = self._controller_allocate(number=902)
+        lid = res["assignment"]["lease_id"]
+        with self.assertRaises(ll.LeaseLifecycleError) as ctx:
+            ll.adopt_lease(
+                self.db,
+                lease_id=lid,
+                adopter_session_id="reviewer-worker",
+                role=ROLE_REVIEWER,
+            )
+        self.assertIn("wrong role", str(ctx.exception).lower())
+        # State unchanged
+        state = self.db.get_lease_workflow_state(lid)
+        self.assertEqual(state["lease"]["session_id"], "ctrl-session")
+        self.assertIsNone(state["lease"].get("adopted_by_session_id") or None)
+        self.assertEqual(state["provenance"]["handoff_status"], "pending")
+
+    def test_second_adoption_rejected_without_corruption(self) -> None:
+        res = self._controller_allocate(number=903)
+        lid = res["assignment"]["lease_id"]
+        first = ll.adopt_lease(
+            self.db,
+            lease_id=lid,
+            adopter_session_id="author-worker",
+            role=ROLE_AUTHOR,
+            worktree_path=self.wt,
+        )
+        self.assertEqual(first["outcome"], "adopted_cross_role_handoff")
+        with self.assertRaises(ll.LeaseLifecycleError):
+            ll.adopt_lease(
+                self.db,
+                lease_id=lid,
+                adopter_session_id="author-worker-2",
+                role=ROLE_AUTHOR,
+                worktree_path=self.wt,
+            )
+        state = self.db.get_lease_workflow_state(lid)
+        self.assertEqual(state["lease"]["session_id"], "author-worker")
+        self.assertEqual(state["lease"]["adopted_by_session_id"], "author-worker")
+        self.assertEqual(state["assignment"]["session_id"], "author-worker")
+        self.assertEqual(state["lease"]["status"], "active")
+
+    def test_terminal_allocation_adoption_rejected(self) -> None:
+        res = self._controller_allocate(number=904)
+        lid = res["assignment"]["lease_id"]
+        # Abandon as terminal
+        proof = ll.AbandonProof(
+            dead_process=True,
+            missing_worktree=True,
+            no_open_pr=True,
+            no_live_mutation_risk=True,
+            owner_pid=99999999,
+            worktree_path="/nonexistent/for-843",
+        )
+        # Attach dead pid / missing wt for abandon eligibility
+        import sqlite3
+
+        conn = sqlite3.connect(self.db_path)
+        try:
+            conn.execute(
+                "UPDATE leases SET owner_pid = 99999999, worktree_path = ? WHERE lease_id = ?",
+                ("/nonexistent/for-843", lid),
+            )
+            conn.commit()
+        finally:
+            conn.close()
+        abandoned = ll.abandon_lease(
+            self.db,
+            lease_id=lid,
+            requester_session_id="author-worker",
+            proof=proof,
+        )
+        self.assertEqual(abandoned["outcome"], "abandoned")
+        with self.assertRaises(ll.LeaseLifecycleError) as ctx:
+            ll.adopt_lease(
+                self.db,
+                lease_id=lid,
+                adopter_session_id="author-worker",
+                role=ROLE_AUTHOR,
+            )
+        self.assertIn("abandoned", str(ctx.exception).lower())
+
+    def test_successful_adoption_read_after_write_ownership(self) -> None:
+        res = self._controller_allocate(number=905)
+        lid = res["assignment"]["lease_id"]
+        adopted = ll.adopt_lease(
+            self.db,
+            lease_id=lid,
+            adopter_session_id="author-worker",
+            role=ROLE_AUTHOR,
+            worktree_path=self.wt,
+        )
+        raw = adopted["read_after_write"]
+        self.assertEqual(raw["lease_id"], lid)
+        self.assertEqual(raw["session_id"], "author-worker")
+        self.assertEqual(raw["adopted_by_session_id"], "author-worker")
+        self.assertEqual(raw["adopted_from_session_id"], "ctrl-session")
+        # Re-fetch proves durable write
+        state = self.db.get_lease_workflow_state(lid)
+        self.assertEqual(state["lease"]["session_id"], raw["session_id"])
+        self.assertEqual(
+            state["lease"]["adopted_by_session_id"], raw["adopted_by_session_id"]
+        )
+
+    def test_genuine_abandoned_recovery_still_valid(self) -> None:
+        """Same-role author lease abandoned remains reclaimable via abandon path."""
+        same = allocate_next_work(
+            self.db,
+            session_id="author-worker",
+            role=ROLE_AUTHOR,
+            remote="prgs",
+            org="Scaled-Tech-Consulting",
+            repo="Gitea-Tools",
+            candidates=[self._ready_issue(906, "same-role")],
+            apply=True,
+            profile_name="prgs-author",
+            username="author-user",
+            allocation_mode=ALLOCATION_MODE_ROLE_SCOPED,
+        )
+        self.assertEqual(same["outcome"], OUTCOME_ASSIGNED)
+        lid = same["assignment"]["lease_id"]
+        import sqlite3
+
+        conn = sqlite3.connect(self.db_path)
+        try:
+            conn.execute(
+                "UPDATE leases SET owner_pid = 99999999, worktree_path = ? WHERE lease_id = ?",
+                ("/nonexistent/same-role", lid),
+            )
+            conn.commit()
+        finally:
+            conn.close()
+        proof = ll.AbandonProof(
+            dead_process=True,
+            missing_worktree=True,
+            no_open_pr=True,
+            no_live_mutation_risk=True,
+            owner_pid=99999999,
+            worktree_path="/nonexistent/same-role",
+        )
+        abandoned = ll.abandon_lease(
+            self.db,
+            lease_id=lid,
+            requester_session_id="author-worker-2",
+            proof=proof,
+        )
+        self.assertEqual(abandoned["outcome"], "abandoned")
+        # Foreign author cannot handoff-consume an abandoned non-handoff lease
+        with self.assertRaises(ll.LeaseLifecycleError):
+            ll.adopt_lease(
+                self.db,
+                lease_id=lid,
+                adopter_session_id="author-worker-2",
+                role=ROLE_AUTHOR,
+            )
+        # Reclaim path still works for expired/abandoned after force-expire
+        reclaimed = ll.reclaim_expired_lease(
+            self.db,
+            lease_id=lid,
+            session_id="author-worker-2",
+            role=ROLE_AUTHOR,
+            worktree_path=self.wt,
+        )
+        self.assertEqual(reclaimed["outcome"], "reclaimed")
+        self.assertEqual(reclaimed["assignment"]["session_id"], "author-worker-2")
+
+    def test_allocate_payload_includes_consume_identifiers(self) -> None:
+        res = self._controller_allocate(number=907)
+        self.assertIn("consume_allocation", res)
+        c = res["consume_allocation"]
+        for key in (
+            "tool",
+            "lease_id",
+            "assignment_id",
+            "required_role",
+            "required_profile",
+            "required_namespace",
+            "instructions",
+            "handoff_status",
+        ):
+            self.assertIn(key, c)
+        self.assertEqual(c["required_namespace"], "gitea-author")
+        self.assertEqual(c["required_profile"], "prgs-author")
+        self.assertIn("gitea_adopt_workflow_lease", c["instructions"])
+        self.assertTrue(res["lease_proof"]["cross_role_handoff"])
+        self.assertEqual(res["lease_proof"]["handoff_status"], "pending")
+
+    def test_same_role_allocation_remains_compatible(self) -> None:
+        res = allocate_next_work(
+            self.db,
+            session_id="author-worker",
+            role=ROLE_AUTHOR,
+            remote="prgs",
+            org="Scaled-Tech-Consulting",
+            repo="Gitea-Tools",
+            candidates=[self._ready_issue(908)],
+            apply=True,
+            profile_name="prgs-author",
+            username="author-user",
+        )
+        self.assertEqual(res["outcome"], OUTCOME_ASSIGNED)
+        self.assertNotIn("consume_allocation", res)
+        lid = res["assignment"]["lease_id"]
+        state = self.db.get_lease_workflow_state(lid)
+        # No cross-role handoff provenance
+        prov = state.get("provenance") or {}
+        self.assertFalse(prov.get("cross_role_handoff"))
+        # Owner resume still works
+        resume = ll.adopt_lease(
+            self.db,
+            lease_id=lid,
+            adopter_session_id="author-worker",
+            role=ROLE_AUTHOR,
+            worktree_path=self.wt,
+        )
+        self.assertTrue(resume["same_owner"])
+        self.assertEqual(resume["outcome"], "adopted_owner_resume")
+
+    def test_inspect_points_required_role_at_consume(self) -> None:
+        res = self._controller_allocate(number=909)
+        lid = res["assignment"]["lease_id"]
+        decision = ll.inspect_lease(
+            self.db, lid, caller_session_id="author-worker"
+        )
+        self.assertEqual(
+            decision["safe_next_action"], ll.SAFE_CONSUME_CROSS_ROLE
+        )
+        self.assertFalse(decision["block"])
+        self.assertEqual(decision["required_role"], ROLE_AUTHOR)
+
+    def test_db_cas_rejects_concurrent_second_consume(self) -> None:
+        res = self._controller_allocate(number=910)
+        lid = res["assignment"]["lease_id"]
+        # First consume via DB layer directly
+        first = self.db.adopt_lease(
+            lease_id=lid,
+            adopter_session_id="author-worker",
+            role=ROLE_AUTHOR,
+            worktree_path=self.wt,
+            provenance={
+                "cross_role_handoff": True,
+                "handoff_status": "adopted",
+                "required_role": "author",
+            },
+        )
+        self.assertEqual(first["outcome"], "adopted_cross_role_handoff")
+        # Second CAS must fail
+        with self.assertRaises(ForeignLeaseError):
+            self.db.adopt_lease(
+                lease_id=lid,
+                adopter_session_id="author-worker-2",
+                role=ROLE_AUTHOR,
+                worktree_path=self.wt,
+                provenance={
+                    "cross_role_handoff": True,
+                    "handoff_status": "pending",
+                    "required_role": "author",
+                },
+            )
+        state = self.db.get_lease_workflow_state(lid)
+        self.assertEqual(state["lease"]["session_id"], "author-worker")
+
+
+class MCPBoundaryAdoptRoleBindingTest(unittest.TestCase):
+    """#843 F1: MCP-boundary role binding for ``gitea_adopt_workflow_lease``.
+
+    The library-level wrong-role test calls ``lease_lifecycle.adopt_lease``
+    directly. These tests prove the MCP entry point derives the adopter role
+    authoritatively from the active authenticated profile and rejects any
+    caller-supplied role that disagrees, so a reviewer/merger profile cannot
+    consume an author handoff by passing ``role="author"``.
+    """
+
+    AUTHOR_PROFILE = {
+        "profile_name": "prgs-author",
+        "role": "author",
+        "allowed_operations": [
+            "gitea.read",
+            "gitea.pr.create",
+            "gitea.branch.push",
+        ],
+        "forbidden_operations": [],
+    }
+    REVIEWER_PROFILE = {
+        "profile_name": "prgs-reviewer",
+        "role": "reviewer",
+        "allowed_operations": [
+            "gitea.read",
+            "gitea.pr.review",
+            "gitea.pr.approve",
+            "gitea.pr.request_changes",
+        ],
+        "forbidden_operations": ["gitea.pr.create", "gitea.branch.push"],
+    }
+    MERGER_PROFILE = {
+        "profile_name": "prgs-merger",
+        "role": "merger",
+        "allowed_operations": ["gitea.read", "gitea.pr.merge"],
+        "forbidden_operations": ["gitea.pr.create", "gitea.branch.push"],
+    }
+    FOREIGN_AUTHOR_PROFILE = {
+        "profile_name": "dadeschools-author",
+        "role": "author",
+        "allowed_operations": [
+            "gitea.read",
+            "gitea.pr.create",
+            "gitea.branch.push",
+        ],
+        "forbidden_operations": [],
+    }
+
+    def setUp(self) -> None:
+        self._tmp = tempfile.TemporaryDirectory()
+        self.db_path = os.path.join(self._tmp.name, "cp.sqlite3")
+        self.db = ControlPlaneDB(self.db_path)
+        self.db.upsert_session(
+            session_id="ctrl-session",
+            role="controller",
+            profile="prgs-controller",
+            pid=99999999,
+        )
+        self.db.upsert_session(
+            session_id="author-worker",
+            role="author",
+            profile="prgs-author",
+            pid=os.getpid(),
+        )
+        self.wt = self._tmp.name
+
+    def tearDown(self) -> None:
+        self._tmp.cleanup()
+
+    def _ready_issue(self, number: int) -> WorkCandidate:
+        return WorkCandidate(
+            kind="issue",
+            number=number,
+            labels=("status:ready", "type:bug"),
+            title="handoff target",
+            priority=20,
+        )
+
+    def _handoff_lease(self, number: int = 843) -> str:
+        res = allocate_next_work(
+            db=self.db,
+            session_id="ctrl-session",
+            role=ROLE_CONTROLLER,
+            remote="prgs",
+            org="Scaled-Tech-Consulting",
+            repo="Gitea-Tools",
+            candidates=[self._ready_issue(number)],
+            apply=True,
+            profile_name="prgs-controller",
+            username="controller-user",
+            allocation_mode=ALLOCATION_MODE_CROSS_ROLE,
+        )
+        self.assertEqual(res["outcome"], OUTCOME_ASSIGNED)
+        self.assertEqual(res["required_role"], ROLE_AUTHOR)
+        return res["assignment"]["lease_id"]
+
+    def _call_adopt_tool(self, profile: dict, **kwargs):
+        import gitea_mcp_server as mcp_server
+
+        with (
+            patch.object(mcp_server, "get_profile", return_value=profile),
+            patch.object(
+                mcp_server,
+                "_control_plane_db_or_error",
+                return_value=(self.db, []),
+            ),
+        ):
+            return mcp_server.gitea_adopt_workflow_lease(
+                remote="prgs", **kwargs
+            )
+
+    def _assert_handoff_untouched(self, lease_id: str) -> None:
+        state = self.db.get_lease_workflow_state(lease_id)
+        self.assertEqual(state["lease"]["session_id"], "ctrl-session")
+        self.assertIsNone(state["lease"].get("adopted_by_session_id") or None)
+        self.assertEqual(state["lease"]["status"], "active")
+        self.assertEqual(state["provenance"]["handoff_status"], "pending")
+
+    def test_reviewer_profile_cannot_consume_author_handoff_via_role_author(
+        self,
+    ) -> None:
+        lid = self._handoff_lease(920)
+        result = self._call_adopt_tool(
+            self.REVIEWER_PROFILE,
+            lease_id=lid,
+            session_id="reviewer-worker",
+            role="author",
+            worktree_path=self.wt,
+        )
+        self.assertFalse(result["success"])
+        self.assertEqual(result["outcome"], "blocked")
+        self.assertEqual(result["profile_role_kind"], "reviewer")
+        self.assertEqual(result["supplied_role"], "author")
+        self.assertIn("does not match", result["reasons"][0])
+        self._assert_handoff_untouched(lid)
+
+    def test_merger_profile_cannot_consume_author_handoff_via_role_author(
+        self,
+    ) -> None:
+        lid = self._handoff_lease(921)
+        result = self._call_adopt_tool(
+            self.MERGER_PROFILE,
+            lease_id=lid,
+            session_id="merger-worker",
+            role="author",
+            worktree_path=self.wt,
+        )
+        self.assertFalse(result["success"])
+        self.assertEqual(result["outcome"], "blocked")
+        self.assertEqual(result["profile_role_kind"], "merger")
+        self._assert_handoff_untouched(lid)
+
+    def test_reviewer_profile_rejected_without_role_argument(self) -> None:
+        """Even without a spoofed role, the profile-derived role binds."""
+        lid = self._handoff_lease(922)
+        result = self._call_adopt_tool(
+            self.REVIEWER_PROFILE,
+            lease_id=lid,
+            session_id="reviewer-worker",
+            worktree_path=self.wt,
+        )
+        self.assertFalse(result["success"])
+        self.assertEqual(result["outcome"], "blocked")
+        self.assertIn("wrong role", result["reasons"][0].lower())
+        self._assert_handoff_untouched(lid)
+
+    def test_author_profile_mismatching_supplied_role_rejected(self) -> None:
+        lid = self._handoff_lease(923)
+        result = self._call_adopt_tool(
+            self.AUTHOR_PROFILE,
+            lease_id=lid,
+            session_id="author-worker",
+            role="reviewer",
+            worktree_path=self.wt,
+        )
+        self.assertFalse(result["success"])
+        self.assertEqual(result["outcome"], "blocked")
+        self.assertEqual(result["profile_role_kind"], "author")
+        self.assertEqual(result["supplied_role"], "reviewer")
+        self._assert_handoff_untouched(lid)
+
+    def test_foreign_profile_name_rejected_for_author_handoff(self) -> None:
+        """Provenance required_profile binds even when the role matches."""
+        lid = self._handoff_lease(924)
+        result = self._call_adopt_tool(
+            self.FOREIGN_AUTHOR_PROFILE,
+            lease_id=lid,
+            session_id="foreign-author-worker",
+            worktree_path=self.wt,
+        )
+        self.assertFalse(result["success"])
+        self.assertEqual(result["outcome"], "blocked")
+        self.assertIn("wrong profile", result["reasons"][0].lower())
+        self._assert_handoff_untouched(lid)
+
+    def test_author_profile_consumes_author_handoff(self) -> None:
+        lid = self._handoff_lease(925)
+        result = self._call_adopt_tool(
+            self.AUTHOR_PROFILE,
+            lease_id=lid,
+            session_id="author-worker",
+            role="author",
+            worktree_path=self.wt,
+        )
+        self.assertTrue(result["success"])
+        self.assertEqual(result["outcome"], "adopted_cross_role_handoff")
+        self.assertEqual(result["adopted_by_session_id"], "author-worker")
+        self.assertEqual(result["adopted_from_session_id"], "ctrl-session")
+        state = self.db.get_lease_workflow_state(lid)
+        self.assertEqual(state["lease"]["session_id"], "author-worker")
+        self.assertEqual(
+            state["lease"]["adopted_by_session_id"], "author-worker"
+        )
+        self.assertEqual(state["assignment"]["session_id"], "author-worker")
+        self.assertEqual(state["provenance"]["handoff_status"], "adopted")
+
+    def test_author_profile_consumes_author_handoff_without_role_argument(
+        self,
+    ) -> None:
+        lid = self._handoff_lease(926)
+        result = self._call_adopt_tool(
+            self.AUTHOR_PROFILE,
+            lease_id=lid,
+            session_id="author-worker",
+            worktree_path=self.wt,
+        )
+        self.assertTrue(result["success"])
+        self.assertEqual(result["outcome"], "adopted_cross_role_handoff")
+        state = self.db.get_lease_workflow_state(lid)
+        self.assertEqual(state["lease"]["session_id"], "author-worker")
+        self.assertEqual(state["lease"]["role"], "author")
+
+
+if __name__ == "__main__":
+    unittest.main()

tests/test_task_capability_role_invariants.py

@@ -139,6 +139,8 @@ EXPECTED_ROLE_EXCLUSIVE_TASKS = frozenset(
         "gitea_release_merger_pr_lease",
         "create_branch",
         "push_branch",
+        "bootstrap_author_issue_worktree",
+        "gitea_bootstrap_author_issue_worktree",
         # #812 AC20: publishing an unpublished local head is author-only for the
         # same reason every other push is — it writes a branch to the remote.
         "publish_unpublished_branch",