Merge pull request #270 from Flow-Research/codex/ws-con-001-plan5-revision-rebase

docs(contribution): reconcile revision policy rebase

Author: abiorh-claw

.agent-loop/initiatives/WS-CON-001-contribution-compensation-boundary/CHUNK_MAP.md

@@ -11,23 +11,24 @@ signed-loop records do not make behavior live.
 | `PLAN`-`PLAN3` | Original boundary and cross-initiative planning | Historical planning |
 | `01` | Canonical specification and ADR 0016 | Merged PR #144 |
 | `02A` | Shared transactional outbox persistence/append | Merged PR #155; migration 0029 |
+| `03A` | Adapter-binding persistence | Merged PR #267; migration 0053 |
 
 ## Current reconciliation
 
 | Chunk | Goal | Risk | Status |
 |---|---|---:|---|
 | `PLAN4` | Reconcile current main, ART/AUTH/REV changes, open PRs, and end-to-end order | L1 | Merged PR #261 |
+| `PLAN5` | Reconcile complete-context human needs-revision rebase across guide, policy, REV, and CON contracts | L1 | Active specification chunk; no runtime |
 
 ## Core runtime chunks
 
 | Chunk | Goal | Entry gate | Status |
 |---|---|---|---|
-| `03A` | Adapter-binding persistence | PLAN4 accepted; refreshed after ART PR #264 | Active schema-only chunk; migration 0053 |
 | `03B` | Contribution-policy persistence | 03A | Proposed; unblocks REV-03A2 FK |
 | `02C` | Shared lifecycle-audit participant | PLAN4; current AuditEvent contract | Proposed; independent of dispatcher; required before REV-04B |
 | `04A` | Hidden adapter-binding service | 03A + exact AUTH registration/PREP contract | Blocked on AUTH registration |
 | `04B` | Hidden contribution-policy service | 03B + 04A + exact AUTH registration/PREP contract | Blocked on AUTH registration |
-| `05A` | Legacy semantic cutover + TaskAssignment policy freeze | 04B + task/assignment authority contract + row-classification decision | Proposed |
+| `05A` | Legacy semantic cutover + initial TaskAssignment policy freeze and guarded human-revision rebase support | 04B + task/assignment/revision authority contract + row-classification decision | Proposed |
 | `05B` | Legacy economic schema removal | 05A zero-consumer proof | Proposed |
 | `06` | Reviewer policy lookup/freeze participant | 05B + REV lease contract/caller facts | Proposed; CON never owns lease |
 | `03C` | ContributionRecord/CompensationAward persistence | 03B + merged REV Review/ReviewLease/FinalAcceptance targets | Proposed after REV-04B |

.agent-loop/initiatives/WS-CON-001-contribution-compensation-boundary/CONFORMANCE_MATRIX.md

@@ -8,7 +8,7 @@
 | Authorization | AUTH + each feature | current AUTH actor/grant/fixed-service/PREP and REV-readiness foundations, with current repository migrations through ART-owned `0050`; provisioning grants no service execution; CON mappings, identities, and static rows are absent on current main; every future artifact requires exact AUTH-owned registration and activation evidence, exact grant/static row, fixed-service admission, prepared handle bound to session/action/actor-ref/idempotency/request digest with substitution non-consumption, planned denial, and no local role logic | AUTH activation + CON-11 |
 | Final acceptance | REV + 03C,07 | accept creates one immutable FinalAcceptance per task/Review/Submission; needs_revision/reject create none; no create API/action, reopen, replacement, or adjudication path | joint live drill |
 | Contribution cardinality | 03C,07 + REV | one completed_review per valid Review with direct Review/lease lineage; one accepted_submission per FinalAcceptance with assignment lineage; mutually exclusive sources; revision Reviews distinct; automated outcomes create none | joint live drill |
-| Policy freeze | 05A,06 + task/REV | exact submitter/reviewer fields; published version; no drift; publish/suspend races both orders | joint live drill |
+| Policy freeze and human revision rebase | 05A,06,07 + task/REV | exact submitter/reviewer fields; published version; no publication-time drift; accept/reject use current-attempt freezes; human needs_revision keeps/rebases/blocks the complete context atomically, updates only the next-attempt submitter selector, preserves the completed lease/history, and each next lease freezes then-current reviewer terms; publish/suspend/rebase races both orders | joint live drill |
 | Award evaluation | 03C,07 | matching frozen ContributionRule; unpaid creates none; at most one money/points; exact NUMERIC(38,18) definition copy; ISO 4217/project-scoped unit equality; no float, conversion, or rounding; replay stable | joint live drill |
 | Atomic REV/CON | 07 + REV | reviewer operation before branch; accept-only submitter operation after FinalAcceptance/accepted effects; stabilized digest; REV stages audit/outbox; CON flushes contributions/awards; zero ART calls; complete rollback | REV-10 + joint live drill |
 | Outbox isolation | 02A,02B | stable event/task IDs; claim fencing; retry/dead-letter/replay; dispatcher cannot inherit feature authority; handler returns typed outcome | CON-11 |

.agent-loop/initiatives/WS-CON-001-contribution-compensation-boundary/DECISIONS.md

@@ -72,3 +72,22 @@ fulfillment. Runtime reputation scoring remains deferred.
 
 PLAN4 changes planning records only. The recommended next implementation is
 03A, and it begins only after human approval from then-current main.
+
+## D13 — Human revision rebases complete current context
+
+Publication or activation never silently changes an active assignment,
+Submission, or ReviewLease. Accept and reject finish under the versions frozen
+for that attempt. After a human `needs_revision`, revision preparation compares
+the complete applicable current Project Guide/source activation,
+submission-artifact policy, pre-submit and post-submit checker policies, review
+policy, revision policy, task-template/task-execution context, and
+ContributionPolicyVersion. It atomically keeps unchanged components or rebases
+all changed components for the next attempt.
+The completed reviewer contribution retains its lease-frozen policy; the
+revised submitter attempt uses the rebased assignment policy; and the next
+ReviewLease independently freezes the then-current reviewer policy. Prior
+Submissions, Reviews, ContributionRecords, and CompensationAwards remain
+immutable. Incomplete or inconsistent current context blocks rather than
+publishing a mixed version set. The Review, reviewer contribution/award, task
+and assignment effects, initial preparation or blocked outcome, audit/outbox,
+and contributor-visible state commit once or roll back together.

.agent-loop/initiatives/WS-CON-001-contribution-compensation-boundary/INTENT.md

@@ -31,6 +31,10 @@ operational claims with a capability-ordered plan, now refreshed through
 ## Success state
 
 - ContributionPolicyVersion is the only award-policy authority.
+- Publication never silently changes an active attempt. Human
+  `needs_revision` is the only in-progress boundary that atomically rebases
+  every changed applicable next-attempt context component, including the
+  submitter ContributionPolicyVersion; completed history remains immutable.
 - TaskAssignment freezes the submitter policy version before work.
 - REV-owned ReviewLease freezes the reviewer policy version before review.
 - ContributionRecord and CompensationAward rows are immutable and replay-safe.

.agent-loop/initiatives/WS-CON-001-contribution-compensation-boundary/PLAN.md

@@ -41,8 +41,10 @@ CON-03B, while later REV-04B waits for CON-02C.
    exact binding actions/contexts and keeps them unavailable until hidden proof.
 6. `04B` adds hidden contribution-policy behavior under the same
    registration-before-behavior-before-activation sequence.
-7. `05A` removes semantic use of retired guide-bound economic terms and freezes
-   the submitter ContributionPolicyVersion on TaskAssignment.
+7. `05A` removes semantic use of retired guide-bound economic terms, initially
+   freezes the submitter ContributionPolicyVersion on TaskAssignment, and
+   supplies the guarded update boundary later consumed by human revision
+   preparation for complete next-attempt rebase.
 8. `05B` removes the now-unreachable legacy economic schema after an approved
    deterministic row classification and zero-consumer proof.
 

.agent-loop/initiatives/WS-CON-001-contribution-compensation-boundary/RISKS.md

@@ -7,6 +7,7 @@
 | CON invents AUTH identifiers or authority | Privilege escalation and dual authorization paths | AUTH exclusively registers contexts, actions, identities, matrices, evaluators, PREP, and activation. |
 | REV/CON ownership blurs at policy freeze | CON could own ReviewLease or REV could own contribution policy | CON returns a policy-version lookup result; REV alone writes and transitions its lease. |
 | ART/provider work enters review transaction | Availability coupling and broken atomicity | REV supplies stable artifact identity/hash; CON performs zero provider or ART calls. |
+| Human revision mixes new guide/policies with stale contribution terms or rewrites completed awards | Incoherent contributor obligations and corrupted economic history | One task-owned complete-context preparation keeps/rebases/blocks atomically; only the next-attempt TaskAssignment selector changes; completed lease/contribution/award history remains immutable. |
 | Planning evidence is treated as runtime | Wrong migration or dependency assumptions | Treat ART #249 as merged ART runtime and REV #258 as merged planning evidence only; refresh main before every implementation. |
 | Migration collision with ART/REV | Broken linear history | Allocate only from the then-current Alembic head; no number is reserved in planning. |
 | Legacy economic rows are guessed | Corrupted award policy lineage | Require explicit deterministic classification or fail closed before 05A/05B. |

.agent-loop/initiatives/WS-CON-001-contribution-compensation-boundary/SOURCE_MANIFEST.md

@@ -2,8 +2,8 @@
 
 ## Reconciliation baseline
 
-- Current `main`: `b47a7e64f7d75cda8a0681d1aff3bf0c4a5be4aa`.
-- Current migration head: `0052_legacy_intake_removal`.
+- Current `main`: `cda59fc32e3a60e1e2c337cae7ebeaa94b95e12b`.
+- Current migration head: `0053_compensation_bindings`.
 - Current capability ledger: `docs/roadmap_status.md`.
 - Current contribution process: `AGENTS.md`, `CONTRIBUTING.md`, and
   `.agent-loop/README.md`. Historical signed-start and merge-intent records are
@@ -21,6 +21,7 @@
 - `docs/spec_authorization_service.md`
 - `docs/spec_artifact_storage_service.md`
 - `docs/decision_0009_review_decisions_are_canonical.md`
+- `docs/decision_0010_revision_context_rebase.md`
 - `docs/decision_0012_workstream_authorization_service.md`
 - `docs/decision_0013_immutable_artifact_storage_boundary.md`
 - `docs/decision_0014_external_service_adapter_convention.md`
@@ -36,8 +37,8 @@
   persistence/append only; no dispatcher exists.
 - `backend/app/modules/audit/**`: existing shared audit foundation; no typed
   lifecycle participant yet.
-- `backend/app/modules/compensation/**` and migration `0053` add only the
-  in-review adapter-binding schema; no creation/lifecycle service exists.
+- `backend/app/modules/compensation/**` and merged migration `0053` add only the
+  adapter-binding schema; no creation/lifecycle service exists.
 - Review queue persistence now exists; ReviewLease, Review, and FinalAcceptance
   lifecycle implementation remain absent.
 

.agent-loop/initiatives/WS-CON-001-contribution-compensation-boundary/STATUS.md

@@ -2,13 +2,13 @@
 
 ## Current baseline
 
-- Reconciled main: `b47a7e64f7d75cda8a0681d1aff3bf0c4a5be4aa`.
-- Alembic head on main: `0052_legacy_intake_removal`.
-- CON-01 and CON-02A are merged.
-- CON-03A adapter-binding persistence is the active implementation chunk and
-  allocates linear migration `0053_compensation_bindings`.
-- Runtime contains shared outbox persistence and the in-review compensation
-  binding schema only; contribution,
+- Reconciled main: `cda59fc32e3a60e1e2c337cae7ebeaa94b95e12b`.
+- Alembic head on main: `0053_compensation_bindings`.
+- CON-01, CON-02A, and CON-03A are merged; 03A merged in PR #267.
+- PLAN5 is the active documentation/specification reconciliation for the
+  human-confirmed complete-context `needs_revision` rebase rule.
+- Runtime contains shared outbox persistence and the schema-only compensation
+  binding foundation; contribution,
   dispatcher, fulfillment, operations, and CON API behavior remain absent.
 - The pre-existing local deletion of the archival reference PDF is user-owned
   and excluded from this planning change.
@@ -46,13 +46,14 @@ schema work. Current dependency analysis yields:
 
 1. PLAN4 planning reconciliation.
 2. CON-03A adapter-binding persistence.
-3. CON-03B contribution-policy persistence, unblocking REV-03A2.
-4. CON-02C lifecycle-audit participant before REV-04B.
-5. Hidden policy/binding behavior and legacy clean cut as AUTH contracts become
+3. PLAN5 complete-context human revision-rebase reconciliation.
+4. CON-03B contribution-policy persistence, unblocking REV-03A2.
+5. CON-02C lifecycle-audit participant before REV-04B.
+6. Hidden policy/binding behavior and legacy clean cut as AUTH contracts become
    available.
-6. Contribution/award persistence after REV provides stable FK targets.
-7. Atomic REV/CON participant after both sides' lineage exists.
-8. Dispatcher and fulfillment later, after exact AUTH service registration.
+7. Contribution/award persistence after REV provides stable FK targets.
+8. Atomic REV/CON participant after both sides' lineage exists.
+9. Dispatcher and fulfillment later, after exact AUTH service registration.
 
 ## Current blockers
 
@@ -69,7 +70,7 @@ schema work. Current dependency analysis yields:
 
 ## Immediate next action
 
-Finish CON-03A schema evidence and review, publish it without the user-owned PDF
-deletion, and stop at its PR checkpoint. Binding creation remains deferred to
-04A after AUTH approves the exact adapter identity/capability contract; do not
-start 03B or another CON chunk automatically.
+Finish PLAN5 canonical reconciliation and stop at its PR checkpoint. It changes
+no runtime. After human merge approval, 03B remains the next proposed runtime
+chunk; binding creation remains deferred to 04A after AUTH approves the exact
+adapter identity/capability contract.

.agent-loop/initiatives/WS-CON-001-contribution-compensation-boundary/chunks/WS-CON-001-05A-legacy-economic-terms-cutover-and-task-freeze.md

@@ -4,8 +4,10 @@
 
 Remove the retired guide-bound economic contract from every semantic consumer,
 classify existing rows, and freeze the active published
-ContributionPolicyVersion on each successful new TaskAssignment. Physical dead-
-schema removal belongs to 05B.
+ContributionPolicyVersion on each successful new TaskAssignment. Supply the
+same guarded current-version selection contract for later task-owned human
+revision preparation; publication itself never mutates an assignment. Physical
+dead-schema removal belongs to 05B.
 
 ## Risk
 
@@ -40,8 +42,10 @@ provider/artifact calls; unrelated checker behavior
 
 ## Acceptance criteria
 
-- [ ] Every new TaskAssignment has immutable non-null
-  `submitter_contribution_policy_version_id`.
+- [ ] Every new TaskAssignment has non-null
+  `submitter_contribution_policy_version_id`, initially frozen at claim and
+  mutable only by the explicit audited task-owned human revision preparation
+  path. Direct or publication-driven updates are rejected.
 - [ ] Exact merged Submission.task_assignment_id lineage is preserved; no
   parallel submission identity is added.
 - [ ] No runtime/API/setup/task/checker/review consumer treats retired guide-
@@ -63,7 +67,11 @@ provider/artifact calls; unrelated checker behavior
   manifest proves the freeze, canonical guards, rollback, and real-kernel
   unavailable behavior before activation.
 - [ ] Missing/invalid policy fails with no assignment/task/audit/outbox partial
-  state. Later publication never updates an assignment.
+  state. Later publication never updates an assignment. A later human
+  needs-revision preparation locks and validates the complete current context,
+  keeps an unchanged version or updates a changed valid version for the next
+  attempt, and records prior/next lineage atomically through the task-owned
+  lifecycle.
 - [ ] Publish versus claim and binding-state versus claim pass both lock orders
   without deadlock or mixed versions.
 - [ ] Existing rows follow the approved deterministic classification and cannot

.agent-loop/initiatives/WS-CON-001-contribution-compensation-boundary/chunks/WS-CON-001-06-review-lease-contribution-policy-freeze.md

@@ -4,7 +4,8 @@
 
 Deliver the narrow CON policy lookup/freeze participant that REV invokes inside
 the review-claim transaction. Reviewer award eligibility is frozen before
-review work begins.
+review work begins. Each new lease selects the version then current; publication
+and prior task revision preparation never rewrite an existing lease.
 
 ## Risk