author_issue_bootstrap.py

@@ -279,6 +279,36 @@ def _verify_assignment_and_lease_ids(
     return None
 
 
+def _branch_exists(canonical_repo_root: str, branch_name: str) -> bool:
+    """Whether *branch_name* still resolves in the canonical checkout (#953 F2).
+
+    Used after compensating recovery to observe what survived rather than infer
+    it from the journal. Fails closed to ``True``: an unobservable branch is
+    reported as present, so the recommendation stays conservative rather than
+    telling an author to re-bootstrap over something that may still be there.
+    """
+    if not branch_name:
+        return False
+    try:
+        res = subprocess.run(
+            [
+                "git",
+                "-C",
+                canonical_repo_root,
+                "rev-parse",
+                "--verify",
+                "--quiet",
+                f"refs/heads/{branch_name}",
+            ],
+            capture_output=True,
+            text=True,
+            check=False,
+        )
+    except Exception:
+        return True
+    return res.returncode == 0
+
+
 def run_compensating_recovery(
     journal: dict[str, Any],
     canonical_repo_root: str,
@@ -315,10 +345,21 @@ def run_compensating_recovery(
                     issue_number=issue_num,
                     session=session_id,
                     lock_dir=journal_dir,
+                    remote=journal.get("remote"),
+                    # The same defaults the lock was written under, so the
+                    # rollback targets the exact file bind_session_lock keyed.
+                    org=journal.get("org") or "Scaled-Tech-Consulting",
+                    repo=journal.get("repo") or "Gitea-Tools",
                 )
                 rolled_back.append(f"lock:issue-{issue_num}")
-            except Exception:
+            except Exception as exc:
-                pass
+                # #953 F2: a swallowed failure here is what made the rollback
+                # report success while leaving an unrecoverable lock behind.
+                # Record it so the post-compensation classification can see the
+                # lock survived and recommend accordingly.
+                rolled_back.append(
+                    f"lock_release_failed:issue-{issue_num}:{type(exc).__name__}"
+                )
         artifacts["lock_created"] = False
 
     worktree_created = (
@@ -1255,7 +1296,21 @@ def bootstrap_author_issue_worktree(
             journal["failure_reason"] = author_lock_contract.format_contract_refusal(
                 contract
             )
-            run_compensating_recovery(journal, root, journal_dir=lock_dir)
+            compensation = run_compensating_recovery(
+                journal, root, journal_dir=lock_dir
+            )
+            # AC5/AC15: the recommendation must describe the state compensation
+            # actually left, not the state that provoked it.
+            # ``run_compensating_recovery`` has by now released the lock, removed
+            # the worktree, and deleted the branch, so recommending
+            # incomplete-lock recovery for those exact artifacts would refuse
+            # twice over. Observe what survived and answer for that.
+            post_state = author_lock_contract.assess_post_compensation_state(
+                compensation,
+                lock_present=bool(lock_res) and os.path.exists(lock_res),
+                worktree_present=os.path.isdir(target_worktree),
+                branch_present=_branch_exists(root, target_branch),
+            )
             return {
                 "success": False,
                 "reason_code": "incomplete_issue_lock_contract",
@@ -1267,9 +1322,18 @@ def bootstrap_author_issue_worktree(
                 "lock_contract": contract,
                 "missing_fields": contract["missing_fields"],
                 "implementation_allowed": False,
+                "compensating_recovery": compensation,
+                "post_compensation_state": post_state,
                 # AC15: never strand a branch or worktree without a structured
-                # recovery recommendation.
+                # recovery recommendation — and never name an artifact the
-                "exact_next_action": author_lock_contract.recommended_action(contract),
+                # rollback has already deleted.
+                "exact_next_action": author_lock_contract.post_compensation_action(
+                    post_state,
+                    issue_number=issue_number,
+                    branch_name=target_branch,
+                    worktree_path=target_worktree,
+                    missing_fields=contract["missing_fields"],
+                ),
                 "phase_journal": journal,
             }
 

author_lock_contract.py

@@ -43,8 +43,12 @@ import lease_policy
 # safety requirements forbid.
 SOURCE_BOOTSTRAP = issue_lock_provenance.SOURCE_LOCK_ISSUE
 
-#: Recovery of an incomplete bootstrap lock (#953 AC8-AC11).
+# Recovery of an incomplete bootstrap lock (#953 AC8-AC11) deliberately writes
-SOURCE_BOOTSTRAP_LOCK_RECOVERY = "gitea_recover_incomplete_bootstrap_lock"
+# through SOURCE_LOCK_ISSUE too, and records its distinctness in
+# ``lock_provenance.written_by_tool`` plus the ``bootstrap_lock_recovery``
+# transition block instead. There is no distinct recovery *source* constant, for
+# the same reason bootstrap has none: minting one would require widening
+# SANCTIONED_LOCK_SOURCES, which the #447 safety requirements forbid.
 
 #: Top-level keys every canonical author issue lock must carry.
 REQUIRED_LOCK_FIELDS: tuple[str, ...] = (
@@ -440,3 +444,180 @@ def recommended_action(assessment: Mapping[str, Any]) -> str:
         "and worktree to upgrade the lock to the canonical contract, or "
         "gitea_lock_issue while the worktree is still base-equivalent."
     )
+
+
+# ── Post-compensation recovery guidance (#953 AC5/AC15, review 632 F2) ──
+#
+# ``recommended_action`` above answers "what can be done about a lock in this
+# shape". That is the wrong question on the bootstrap AC7 refusal path, because
+# ``run_compensating_recovery`` has already run by the time the answer is
+# reported: it releases the lock, removes the worktree when clean — which it
+# always is there, no implementation bytes having been written — and deletes the
+# created branch. Recommending incomplete-lock recovery for those artifacts
+# hands the author two refusals in a row (``no_durable_lock``, then
+# ``worktree_invalid``) for a state that a plain bootstrap retry would fix. The
+# advice must describe the state that actually *remains*.
+
+#: Compensation removed every artifact this transition created.
+CLEANUP_COMPLETE = "complete"
+#: Compensation removed some artifacts; others survive and are still actionable.
+CLEANUP_PARTIAL = "partial"
+#: Compensation itself failed or could not be observed; nothing is provable.
+CLEANUP_FAILED = "failed"
+
+
+def assess_post_compensation_state(
+    recovery: Mapping[str, Any] | None,
+    *,
+    lock_present: bool,
+    worktree_present: bool,
+    branch_present: bool,
+) -> dict[str, Any]:
+    """Classify what survived compensation, from observed durable state.
+
+    Pure. The caller observes the filesystem and git; this decides. Observation
+    is authoritative over the journal's ``rolled_back`` list, which records what
+    compensation *attempted*: ``run_compensating_recovery`` swallows a failed
+    lock release and appends nothing, so an absent marker proves nothing either
+    way. The list is still carried through as corroborating evidence.
+
+    The three states are distinct facts, not degrees of the same one:
+
+    * ``CLEANUP_COMPLETE`` — compensation ran and nothing it created remains.
+    * ``CLEANUP_PARTIAL`` — compensation ran and artifacts survive, whether by
+      design (a worktree dirty at rollback time, a branch carrying commits) or
+      because a rollback step errored. Either way the surviving set was observed
+      directly, so it is known and actionable; ``failed_rollback_steps`` records
+      which cause applies.
+    * ``CLEANUP_FAILED`` — compensation never ran to completion, so nothing it
+      would have removed can be assumed removed.
+    """
+    rolled_back = list((recovery or {}).get("rolled_back") or [])
+    executed = bool((recovery or {}).get("executed"))
+    failed_steps = [entry for entry in rolled_back if "_failed" in entry]
+
+    surviving: list[str] = []
+    if lock_present:
+        surviving.append("lock")
+    if worktree_present:
+        surviving.append("worktree")
+    if branch_present:
+        surviving.append("branch")
+
+    if not executed:
+        state = CLEANUP_FAILED
+    elif surviving:
+        state = CLEANUP_PARTIAL
+    else:
+        state = CLEANUP_COMPLETE
+
+    return {
+        "cleanup_state": state,
+        "compensation_executed": executed,
+        "lock_present": bool(lock_present),
+        "worktree_present": bool(worktree_present),
+        "branch_present": bool(branch_present),
+        "surviving_artifacts": surviving,
+        "removed_artifacts": [
+            name
+            for name, present in (
+                ("lock", lock_present),
+                ("worktree", worktree_present),
+                ("branch", branch_present),
+            )
+            if not present
+        ],
+        "failed_rollback_steps": failed_steps,
+        "rolled_back": rolled_back,
+    }
+
+
+def post_compensation_action(
+    state: Mapping[str, Any],
+    *,
+    issue_number: int,
+    branch_name: str,
+    worktree_path: str,
+    missing_fields: list[str] | None = None,
+) -> str:
+    """The one executable next step for the state compensation actually left.
+
+    Every branch names only artifacts the classification says still exist, so no
+    recommendation can point at something the rollback deleted.
+    """
+    missing = ", ".join(missing_fields or []) or "the reported missing fields"
+    cleanup_state = state.get("cleanup_state")
+    lock_present = bool(state.get("lock_present"))
+    worktree_present = bool(state.get("worktree_present"))
+    branch_present = bool(state.get("branch_present"))
+
+    if not state.get("compensation_executed"):
+        # Compensation never ran, so nothing was rolled back and nothing about
+        # the remaining state was decided. The read-only surface is the only
+        # action executable under any state.
+        return (
+            "Compensating rollback did not complete, so the remaining state is "
+            f"not proven. Call gitea_inspect_issue_lock_contract for issue "
+            f"#{issue_number} (read-only) to establish what survives before any "
+            "further action. Do not retry bootstrap until it is known."
+        )
+
+    prefix = ""
+    failed_steps = state.get("failed_rollback_steps") or []
+    if failed_steps:
+        prefix = (
+            "Compensating rollback reported a failed step "
+            f"({', '.join(failed_steps)}); what survives was observed directly "
+            "and the action below is scoped to exactly that. "
+        )
+
+    if cleanup_state == CLEANUP_COMPLETE:
+        return (
+            "Compensating rollback removed the malformed lock, the branch, and "
+            f"the worktree, so nothing from this attempt remains. Resolve "
+            f"{missing} and re-run gitea_bootstrap_author_issue_worktree for "
+            f"issue #{issue_number} from the clean pre-bootstrap state. Do not "
+            "call gitea_recover_incomplete_bootstrap_lock: there is no lock, "
+            "branch, or worktree left for it to act on."
+        )
+
+    if lock_present and worktree_present and branch_present:
+        return prefix + (
+            "The lock, branch, and worktree all survive. Call "
+            "gitea_recover_incomplete_bootstrap_lock for issue "
+            f"#{issue_number}, branch '{branch_name}', and worktree "
+            f"'{worktree_path}', passing the worktree's current head as "
+            "expected_head, to upgrade the lock to the canonical contract."
+        )
+
+    if not lock_present and worktree_present and branch_present:
+        return prefix + (
+            "The malformed lock was released but the branch and worktree "
+            "survive. No implementation bytes were written, so the worktree is "
+            f"still base-equivalent: call gitea_lock_issue for issue "
+            f"#{issue_number} on branch '{branch_name}' from worktree "
+            f"'{worktree_path}' to acquire a canonical lock."
+        )
+
+    if lock_present and not worktree_present:
+        return prefix + (
+            f"The worktree for issue #{issue_number} is gone but the durable "
+            "lock survived, so neither gitea_recover_incomplete_bootstrap_lock "
+            "(it would refuse worktree_invalid) nor gitea_lock_issue (it has no "
+            "worktree to bind) is executable. Call "
+            "gitea_inspect_issue_lock_contract for issue "
+            f"#{issue_number} (read-only) to confirm the surviving lock; it "
+            "must be released by its recorded owner before bootstrap is "
+            "retried."
+        )
+
+    # Lock gone, worktree gone, some git artifact left (a branch with commits,
+    # or a branch this transition did not create).
+    return prefix + (
+        "Compensating rollback removed the lock and worktree; branch "
+        f"'{branch_name}' survives and was not deleted. Call "
+        f"gitea_inspect_issue_lock_contract for issue #{issue_number} "
+        "(read-only) to confirm no durable lock remains, then re-run "
+        "gitea_bootstrap_author_issue_worktree, which will adopt the existing "
+        "branch rather than recreating it."
+    )

docs/author-issue-lock-contract.md

@@ -38,6 +38,44 @@ If bootstrap returns `success: false` with
 `exact_next_action` names the executable recovery step. Bootstrap's reported
 next action always matches the state it actually returned.
 
+### What that refusal leaves behind
+
+The AC7 refusal runs `run_compensating_recovery` *before* it reports, so the
+advice has to describe the post-rollback state rather than the shape of the lock
+that provoked it. Recommending incomplete-lock recovery for artifacts the
+rollback already deleted would produce `no_durable_lock` and then
+`worktree_invalid` — two refusals for a state a plain retry fixes.
+
+The refusal therefore carries `compensating_recovery` and
+`post_compensation_state`, and derives `exact_next_action` from what was
+observed on disk. `cleanup_state` is one of:
+
+| `cleanup_state` | Meaning | Next action |
+| --- | --- | --- |
+| `complete` | lock, branch, and worktree all removed | resolve `missing_fields` and re-run `gitea_bootstrap_author_issue_worktree` |
+| `partial` | rollback ran; some artifacts survive, by design or because a step errored | scoped to exactly what survives — see below |
+| `failed` | rollback never completed, so nothing is proven removed | `gitea_inspect_issue_lock_contract` (read-only) before anything else |
+
+Within `partial`, the surviving set decides the action:
+
+| Survives | Next action |
+| --- | --- |
+| lock + branch + worktree | `gitea_recover_incomplete_bootstrap_lock` for that exact issue, branch, and worktree |
+| branch + worktree (lock released) | `gitea_lock_issue` — no implementation bytes were written, so the worktree is still base-equivalent |
+| lock only (worktree removed) | `gitea_inspect_issue_lock_contract`; the surviving lock must be released by its recorded owner before bootstrap is retried |
+| branch only | `gitea_inspect_issue_lock_contract`, then re-run bootstrap, which adopts the existing branch |
+
+`failed_rollback_steps` names any rollback step that errored, and the returned
+action says so rather than presenting the surviving state as intentional.
+
+> The lock half of that rollback was dead code until #953 review 632 F2:
+> `run_compensating_recovery` called `issue_lock_store.release_session_lock`,
+> which did not exist, inside a bare `except Exception: pass`. Every rollback
+> removed the branch and worktree and silently left the lock — the exact
+> uninspectable, unrecoverable state this issue exists to eliminate. The
+> function now exists, releases only a lock whose recorded `owner_session`
+> matches, and its failures are recorded rather than swallowed.
+
 ## The contract
 
 A canonical lock carries every field in
@@ -125,6 +163,29 @@ the transition — prior contract, prior missing fields, prior generation, prior
 owning session, the replacement `task_session_id`, and the preserved head — so a
 recovered claim never reads as an original one.
 
+### Gates, in order
+
+`gitea_recover_incomplete_bootstrap_lock` is an author-only durable-lock
+mutation and carries the same three gates as every comparable author operation,
+in this order:
+
+1. `role_session_router.check_author_mutation_after_reviewer_stop` — no author
+   fallback after a reviewer `wrong_role_stop`.
+2. `_namespace_mutation_block(task, remote=remote, author_role_exclusive=True)` —
+   the namespace wall. It refuses a reviewer-bound session and, because this
+   task's required permission is `gitea.issue.comment` (which merger,
+   controller, and reconciler profiles also hold), additionally requires the
+   active profile's derived role kind to be exactly `author`. A refusal carries
+   `namespace_block: true` and emits a `BLOCKED` audit record naming the
+   namespace and profile.
+3. `_profile_permission_block` — operation, provenance, and session-context
+   gates.
+
+Exact-owner claimant matching inside `assess_bootstrap_lock_recovery` runs
+*after* all three. It is a further layer, never a substitute for them: on its
+own it refuses one step too late and leaves the audit trail silent about the
+attempt.
+
 ### Refusals
 
 | `refusal_code` | Meaning |

issue_lock_store.py

@@ -640,6 +640,99 @@ def iter_lock_files(lock_dir: str | None = None) -> list[str]:
     return sorted(paths)
 
 
+def release_session_lock(
+    *,
+    issue_number: int,
+    session: str,
+    lock_dir: str | None = None,
+    remote: str | None = None,
+    org: str | None = None,
+    repo: str | None = None,
+) -> str:
+    """Remove exactly the durable lock *session* created for *issue_number*.
+
+    ``author_issue_bootstrap.run_compensating_recovery`` has called this name
+    since #850, but it was never defined: the call raised ``AttributeError``
+    into a bare ``except Exception: pass``, so the lock half of every
+    compensating rollback silently did nothing. The branch and worktree were
+    removed and the lock was left behind — a state no sanctioned tool can act
+    on, since recovery refuses ``worktree_invalid`` and ``gitea_lock_issue`` has
+    no worktree to bind (#953 review 632 F2).
+
+    Ownership is proven, not asserted. A record is removed only when its
+    recorded ``owner_session`` equals *session* and its issue number matches;
+    ``remote``/``org``/``repo`` narrow it further when supplied. Zero matches or
+    more than one both raise, so a caller can never delete a lock it does not
+    own and an ambiguous directory is never guessed at. The ``.json.lock`` flock
+    sidecar is deliberately left in place — it is a zero-byte mutex another
+    process may hold, and removing it under contention would be a race.
+
+    Returns the removed lock file path.
+    """
+    target_issue = int(issue_number)
+    owner = str(session or "").strip()
+    if not owner:
+        raise ValueError(
+            "release_session_lock requires the owning session id (fail closed)"
+        )
+
+    def _is_owned_durable_lock(record: dict[str, Any] | None) -> bool:
+        # A durable lock, not a bootstrap phase journal or a session pointer,
+        # both of which can share a directory and carry the same issue number
+        # and owner_session.
+        if not record or "lock_generation" not in record:
+            return False
+        if not str(record.get("branch_name") or "").strip():
+            return False
+        if not str(record.get("worktree_path") or "").strip():
+            return False
+        try:
+            if int(record.get("issue_number") or 0) != target_issue:
+                return False
+        except (TypeError, ValueError):
+            return False
+        return str(record.get("owner_session") or "").strip() == owner
+
+    # Prefer the exact keyed path when the caller knows the repository; scanning
+    # is the fallback for callers that only carry the issue number.
+    if remote and org and repo:
+        exact = lock_file_path(
+            remote=remote,
+            org=org,
+            repo=repo,
+            issue_number=target_issue,
+            lock_dir=lock_dir,
+        )
+        if not _is_owned_durable_lock(read_lock_file(exact)):
+            raise FileNotFoundError(
+                f"durable issue lock '{exact}' is absent or is not owned by "
+                f"session '{owner}' (fail closed; nothing released)"
+            )
+        os.remove(exact)
+        return exact
+
+    matches: list[str] = []
+    for path in iter_lock_files(lock_dir):
+        if _is_owned_durable_lock(read_lock_file(path)):
+            matches.append(path)
+
+    if not matches:
+        raise FileNotFoundError(
+            f"no durable issue lock for issue #{target_issue} is owned by "
+            f"session '{owner}' (fail closed; nothing released)"
+        )
+    if len(matches) > 1:
+        raise RuntimeError(
+            f"{len(matches)} durable locks for issue #{target_issue} claim "
+            f"session '{owner}'; refusing to guess which to release "
+            "(fail closed)"
+        )
+
+    path = matches[0]
+    os.remove(path)
+    return path
+
+
 def find_lock_for_branch(
     *,
     remote: str,