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

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+# Control-plane DB substrate (#613)
+
+**Status:** Implemented (SQLite single-writer MVP)
+
+**ADR:** [`mcp-allocator-control-plane-observability-adr.md`](mcp-allocator-control-plane-observability-adr.md)
+
+**Module:** `control_plane_db.py`
+
+## Architecture statement
+
+> **DB coordinates, Gitea records, Sentry/GlitchTip observe; the bridge is the only path that turns observations into Gitea work.**
+
+## What this ships
+
+| Capability | Notes |
+|------------|--------|
+| Schema | `sessions`, `work_items`, `leases`, `assignments`, `terminal_locks`, `events`, `incident_links` |
+| Atomic assign+lease | `ControlPlaneDB.assign_and_lease` — one `BEGIN IMMEDIATE` transaction |
+| Mutation gate | `require_valid_assignment` — live lease + allowed action + non-terminal work + non-stale head |
+| Heartbeat / release / expire | Lease lifecycle helpers |
+| Terminal-lock index | Routing signal for #600 (terminal path first) |
+| `incident_links` | Provider-neutral link model for #612 — **not** assignable work; scope keys NULL-safe |
+
+## Hard rules (enforced in code)
+
+1. Assignable `work_items.kind` ∈ {`issue`, `pr`} only — **never** raw Sentry/GlitchTip incidents.
+2. Two concurrent sessions cannot both receive an active assignment on the same open work item (second gets `wait`).
+3. Merged/closed work items return `no_safe_work` at assign time, and `require_valid_assignment` fails closed if the work item becomes terminal later.
+4. Assignments pin `expected_head_sha`; mutations fail closed if the work item head drifts.
+5. SQLite path is the **single-writer MVP** (`GITEA_CONTROL_PLANE_DB`, default under `~/.cache/gitea-tools/control-plane/`). Multi-session multi-host production requires **Postgres** or a **single allocator daemon** (ADR §6).
+6. `incident_links` optional scope fields are stored as empty strings (never NULL) so UNIQUE is canonical across minimal upserts.
+7. Legacy `incident_links` migration collapses NULL-scope duplicates **only** when Gitea targets **and** all meaningful observation metadata agree (fingerprint, status, event_count, permalink, timestamps, linked PRs, etc.). Conflicting metadata fails closed — no silent discard.
+
+## Dependency chain
+
+```text
+#613 control-plane DB (this)  →  #600 allocator API  →  #612 incident bridge
+```
+
+- **#600** must call this substrate (not file locks / comment-only leases alone) for completion.
+- **#612** must write `incident_links` here and create **Gitea issues**; the allocator assigns those issues, not raw incidents.
+
+## Non-goals (intentionally deferred)
+
+- Full `gitea_allocate_next_work` routing policy (REQUEST_CHANGES → author, etc.) — **#600**
+- Sentry/GlitchTip provider adapters and auto-watchdog — **#612**
+- Gitea comment/label mirror writers (may be added by allocator tooling later)
+
+## Tests
+
+```bash
+python3 -m pytest tests/test_control_plane_db.py -q
+```

tests/test_control_plane_db.py

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