docs: company visibility classes (Ruling 4b amendment, contracts 1+3) (#1461)

docs/requirements/hierarchy-schema.md

@@ -72,6 +72,25 @@ example now lists the complete measured set, and the import analysis
 is extended to resolve literal dynamic `import()` routes, which two of
 the four members use.
 
+Amendment 1 (Ruling 4b, 2026-08-28): company visibility classes. The
+directory exists so one shared company can serve many users instead of
+each user creating a duplicate private company (Ruling 4b, webui-audit
+lane, ruled 2026-08-27). §2.1 gains a `visibility` column; §2.8 defines
+the two classes (`private`/`directory`), the directory's existence-only
+disclosure, and the pre-binding invariants for the deferred
+see-and-ask-to-join flow (no join-request surface is authorized here —
+its flow is a follow-up contract); §5.2's mutation
+enumeration gains the visibility change; §5.5 defines who may change
+visibility (platform admins, plus a company-CRUD capability whose
+definition is a follow-up amendment to contract 2 — until it ratifies,
+admin-only); §6.1 and §6.9 add the witnesses; §6.7's existence-oracle
+rule is scoped around the ratified directory carve-out. Top-level
+creation (contract 3 §5.2) is unchanged and always yields a private
+company. Upstream, SOT Amendment A2 (native-kanban-sot.md §9, this PR)
+expressly extends A1 §8.1.2 to admit the visibility column and A1
+§8.1.3 to admit the directory function — this contract relies on that
+amendment, not on a reinterpretation of A1.
+
 Scope: the tenancy/authorization structure record class — companies,
 estates, platform-projects, workspaces, hierarchy grants, their parentage,
 and constraints. Out of scope: the RBAC grant vocabulary and evaluation
@@ -86,8 +105,13 @@ legacy flat data (future work; see §1.3).
    AND `hierarchy_grants` (§3) — A1 includes hierarchy-level access grants
    in the class. Every rule addressed to "the class" in this contract
    (payload prohibition, mutation path, audit) binds all five tables. Class
-   rows carry parentage, naming, grant, and audit-linkage data only — never
+   rows carry parentage, naming, grant, audit-linkage, and visibility-class
-   task, plan, or any business/orchestration payload.
+   data only — never task, plan, or any business/orchestration payload.
+   Visibility (`companies.visibility`, §2.8) is admitted into that
+   enumeration by SOT Amendment A2 §9.1.1, which expressly extends A1
+   §8.1.2 for exactly this one column: it is disclosure data about the
+   class's own nodes — not a payload field, carries no business content,
+   and widens the payload prohibition for nothing else.
    References from business/orchestration rows into the class are limited
    to exactly one form: the canonical `workspace_id` tenancy column that
    REQ-TEN-001 requires on every canonical row, referencing
@@ -116,7 +140,9 @@ MUST NOT merge the two. (A rename of either remains an implementation-PR
 decision under A1; this contract pins only that they stay distinct tables.)
 
 1. `companies` — id (uuid pk), name, slug (unique per deployment),
-   created_at, updated_at. N per deployment (D2).
+   `visibility` (text NOT NULL, DEFAULT `private`, CHECK constrained to
+   exactly `private` | `directory`; semantics §2.8), created_at,
+   updated_at. N per deployment (D2).
 2. `estates` — id, name, slug, `company_id` NOT NULL →
    `companies.id` ON DELETE RESTRICT. Exactly one company per estate; a
    company holds any number of estates.
@@ -142,6 +168,31 @@ decision under A1; this contract pins only that they stay distinct tables.)
    free-form payload field. The columns declared in this section and §3
    are exhaustive: a class table's column set is exactly its declared set
    (verified per §6.2) — nothing else (A1 §8.1.2).
+8. **Company visibility classes (Ruling 4b).** Every company is exactly
+   one of two classes, carried by `visibility`:
+   - `private` (the default): the company is disclosed only to subjects
+     holding a grant on it or on a descendant — the resting state every
+     company is created in. Open creation under contract 3 §5.2
+     (Ruling 4) survives unchanged: it creates private companies.
+   - `directory`: the company is listed in the deployment-wide company
+     directory. Directory listing discloses **existence, name, and slug
+     to every authenticated user — nothing else**: no subtree structure,
+     no roll-up aggregates, no workspace content, no grant or membership
+     information.
+     Visibility is disclosure, not authority. Content and structure access
+     to a directory-listed company still require explicit grants —
+     contract 2 §3.1 deny-by-default is unchanged, and the ownership model
+     (§4.4, contract 2 §4.3) is unchanged. Ruling 4b decision 5 wants a
+     see-and-ask-to-join flow for directory-listed companies. **This
+     contract authorizes no join-request runtime surface**: the flow in
+     its entirety — the ability to submit a request, its transport,
+     storage, and request lifecycle — is a follow-up contract, and until
+     that contract ratifies, the directory's only function is the
+     read-only listing above (A2 §9.1.2 admits nothing more). Two
+     invariants pre-bind that future contract now:
+     a join request confers no authority of any kind, and approval is
+     ordinary grant creation by an effective `owner` under contract 2 §4.1
+     — there is no other acceptance path.
 
 ## 3. Grant attachment points
 
@@ -223,7 +274,8 @@ shape contract 2 attaches to:
 2. **Audit parity.** A1 §8.2 leaves every pre-existing REQ binding, so
    hierarchy mutations get REQ-AUD-001's guarantees, not a weakened
    substitute. Concretely:
-   - Every create, rename, transfer, grant create/change/revoke, and
+   - Every create, rename, transfer, visibility change (§5.5), grant
+     create/change/revoke, and
      delete — including every grant deletion cascaded by a node delete —
      emits a semantic audit event carrying actor, verb, target, and (for
      transfers) source and destination parents, with the correlation,
@@ -248,6 +300,25 @@ shape contract 2 attaches to:
    workspace work. Contract 8 owns projection details but cannot narrow
    this rule. This contract additionally guarantees the chain roll-ups
    aggregate over is unique and non-null (§2.5).
+5. **Visibility administration (Ruling 4b decisions 2–3).** Changing
+   `companies.visibility` is a hierarchy mutation through the §5.1
+   command path, audited per §5.2 (the event carries the old and new
+   visibility values as its semantic content). It is authorized for
+   exactly two actor classes: platform admins (`users.role = 'admin'`)
+   and subjects holding the company-CRUD capability that a follow-up
+   amendment to contract 2 will define — until that amendment ratifies,
+   the capability class is empty and the command is admin-only.
+   A company `owner` as such may NOT change visibility: standard users
+   cannot publish a company into the directory. This is the one
+   hierarchy mutation a platform admin performs without holding a
+   hierarchy grant, and it is ratified here as instance administration
+   (directory curation) in contract 2 §1.1's sense, not tenant access:
+   the command mutates the single `visibility` column, reads no tenant
+   content, and confers no grant — contract 2 §1.1's
+   no-implicit-tenant-access rule is otherwise untouched. Top-level
+   company creation (contract 3 §5.2) always creates
+   `visibility = 'private'`; the creation command cannot set or change
+   visibility.
 
 ## 6. Verification requirements
 
@@ -264,7 +335,10 @@ Binding on the implementing PRs (extends A1 §8.3):
    witnessed (zero and two set → refused). Grant uniqueness: a duplicate
    (subject, target, role) row refused for each of the six subject×target
    forms, proving NULLS-NOT-DISTINCT semantics; NOT NULL on `role`,
-   `granted_by`, and all `name`/`slug` columns witnessed.
+   `granted_by`, and all `name`/`slug` columns witnessed. Company
+   visibility (§2.8): a value outside `private`/`directory` refused with
+   both valid values accepted as the control; an insert omitting the
+   column defaults to `private`.
 2. Column allowlist: an information_schema assertion that each class
    table's column set is exactly the set declared in §2/§3 — the bounded
    observable for no-payload (§2.7) and no-`owner_id` (§4.4).
@@ -346,9 +420,19 @@ Binding on the implementing PRs (extends A1 §8.3):
    static analysis cannot see, and any such evasion found later is
    corrected as a conformance defect, not grandfathered.
 4. Audit witnesses: for each mutation class (create, rename, transfer,
-   grant create/change/revoke, delete) — the event exists after commit
+   visibility change, grant create/change/revoke, delete) — the event
-   with actor/verb/target and same-transaction atomicity; a rolled-back
+   exists after commit
-   mutation leaves no event (rollback witness); a node delete's cascaded
+   with actor/verb/target and same-transaction atomicity, and the
+   event's outbox record exists after the same commit — state row,
+   audit event, and outbox record are witnessed as one transaction
+   (REQ-AUD-001); a rolled-back
+   mutation leaves no event, no outbox record, AND no state effect —
+   a rolled-back create leaves no row, a rolled-back rename, transfer,
+   or visibility change leaves the prior values in place, and a
+   rolled-back delete or grant revoke leaves the row present
+   (rollback witness on all three legs, per REQ-AUD-001's
+   commit-or-roll-back-together acceptance); a
+   node delete's cascaded
    grant deletions are each covered by events; events survive deletion of
    their target (query the events of a deleted node).
 5. Transfer tests: parent-FK update moves the subtree resolution and
@@ -368,10 +452,30 @@ Binding on the implementing PRs (extends A1 §8.3):
    endpoints mutate no canonical state anywhere (assert zero writes across
    hierarchy AND workspace tables, not hierarchy only); readers see
    aggregates only over workspaces they are authorized on, with no
-   cross-tenant existence oracles (A1 §8.3 acceptance 3).
+   cross-tenant existence oracles (A1 §8.3 acceptance 3, as narrowed by
+   A2 §9.1.2) beyond the one
+   ratified carve-out — the §2.8 company directory, witnessed in §6.9.
 8. Real-PostgreSQL coverage for every constraint witness (unique/CHECK/
    RESTRICT/NULLS NOT DISTINCT behavior), using the `ci-postgres` service
    in the `test` CI step; mocked specs cannot witness database constraints.
+9. Visibility witnesses (§2.8, §5.5): the directory read returns exactly
+   the `visibility = 'directory'` companies to any authenticated user,
+   disclosing existence, name, and slug only (closed-field assertion on
+   the response shape); a private company never appears in the directory
+   for a reader without a grant on it (with the control: it appears in
+   that reader's granted-structure reads); a directory-listed company's
+   subtree, aggregates, and content remain refused for a non-granted
+   reader (disclosure ≠ authority); the visibility command is refused
+   for a non-admin actor — including an effective `owner` of the target
+   company — with the platform-admin accept control; top-level creation
+   yields `visibility = 'private'` and accepts no visibility argument;
+   each visibility change emits its §5.2 audit event carrying old and
+   new values — the full audit pattern for the mutation class
+   (same-transaction atomicity of state row, audit event, and outbox
+   record; rollback leaving no state effect, no event, and no outbox
+   record; actor/verb/target) is §6.4's, which enumerates
+   visibility change; this item adds only the old/new-value payload
+   assertion.
 
 ## Ruling request
 

docs/requirements/native-kanban-sot.md

@@ -456,3 +456,61 @@ this line is weakened.
 - Negative tests prove roll-up endpoints cannot mutate state and that a
   reader sees aggregates only over workspaces they are authorized on
   (no cross-tenant existence oracles).
+
+## 9. Amendment A2 — company visibility classes and the company directory
+
+**Status:** amendment to Amendment A1, added by reviewed PR under Ruling 4b
+(operator ruling, 2026-08-27; decision owner Jason; recorded in the webui-audit
+lane RULINGS.md). Everything in §§1–8 remains binding verbatim, with exactly
+the two express modifications below. Nothing else is weakened. The detailed
+contract text lives in the hierarchy schema contract
+(`hierarchy-schema.md` §2.8, §5.5, §6.9); this amendment changes only what A1
+itself permits, so that contract does not stretch A1 by interpretation.
+
+### 9.1 What A2 modifies in A1
+
+1. **Class data (extends §8.1.2's first constraint).** The tenancy/authorization
+   structure record class additionally carries **visibility-class data**: the
+   single column `companies.visibility`, values `private` | `directory`
+   (hierarchy schema §2.8). Visibility is disclosure data about the class's own
+   nodes — what a company row reveals about its own existence — and is part of
+   the class's tenancy/authorization purpose. It is not business or
+   orchestration payload. §8.1.2's payload prohibition is widened for nothing
+   else: hierarchy tables still MUST NOT carry task, plan, or any other
+   business/orchestration payload, and this amendment admits exactly this one
+   column.
+2. **The company directory (extends §8.1.3's function enumeration).** The
+   hierarchy serves one additional, express, narrow runtime function: the
+   **company directory** — a read-only disclosure listing of exactly the
+   companies whose `visibility = 'directory'`, revealing existence, name, and
+   slug to every authenticated user of the deployment and nothing else. It
+   mutates nothing, confers no authority, evaluates no grant down the chain,
+   and aggregates nothing (it is not a roll-up). §8.3's
+   no-cross-tenant-existence-oracle acceptance is narrowed by exactly this one
+   ratified carve-out: the directory is the sole permitted existence
+   disclosure, and it discloses only directory-class companies (witnessed in
+   hierarchy schema §6.7 and §6.9). Private companies remain undisclosed to
+   non-granted subjects everywhere, including the directory.
+
+### 9.2 What A2 explicitly does not change
+
+1. Content access stays grant-only under the RBAC grant model contract:
+   directory listing discloses existence, never content, membership, or any
+   authority (Ruling 3 unchanged; hierarchy schema §2.8).
+2. **No join-request surface is authorized.** Ruling 4b decision 5's
+   see-and-ask-to-join flow is a follow-up contract in its entirety —
+   including the ability to submit a request. A2 admits exactly the
+   read-only listing of §9.1.2 and nothing more; hierarchy schema §2.8
+   states the invariants that pre-bind the future flow contract, and that
+   contract must itself amend this enumeration before any join-request
+   runtime surface exists.
+3. Visibility changes are hierarchy mutations on the existing §8.2.3 audited
+   mutation path — audited maintenance of the class's own structure in
+   §8.1.3's sense, not a further runtime function. Authorization for them is
+   defined in hierarchy schema §5.5 (platform admins plus the future
+   company-CRUD capability; owner-as-such cannot publish).
+4. Company creation is unchanged and always yields `visibility = 'private'`
+   (onboarding wizard §5.2); this amendment adds no creation path and no
+   default-open disclosure.
+5. Every other constraint of A1 — §8.1.2's remaining bullets, §8.2 in full,
+   and §8.3's other acceptance criteria — is untouched.

docs/requirements/onboarding-wizard.md

@@ -397,6 +397,14 @@ seed-workspace-scoped mutant, correctly refusing outside the seed
 set, passes branch (c), so the two branches detect distinct
 mutants. No other change.
 
+Amendment 1 (Ruling 4b, 2026-08-28): §5.2's embedded decision was RULED
+AGREED (Jason, 2026-08-27), and Ruling 4b adds company visibility
+classes (hierarchy schema §2.8): open top-level creation always yields
+a **private** company; publishing a company into the deployment-wide
+directory is a separate, gated visibility mutation (hierarchy schema
+§5.5) that is never part of the creation command. §5.2 is amended to
+state both.
+
 Scope: the Gateway-backed product onboarding wizard. Out of scope: the
 host-local install wizard (`mosaic wizard`, which drives host install and
 gateway bootstrap and is not this artifact — audit REPORT.md layer 3);
@@ -1169,15 +1177,18 @@ collects no sensitive category, so v1 ships no custody surface.
    party, service actor, or wizard-privileged writer exists in this
    flow.
 2. **Post-bootstrap top-level company creation** — the "N companies" flow
-   — is decided by the ruling below: any **eligible platform user** MAY
+   — RULED AGREED (Jason, 2026-08-27): any **eligible platform user** MAY
    create a top-level company and MUST name an initial `owner` grant in
    the same audited operation (contract 2 §4.3); the creator naming
    themselves is the default. Eligible means, in identity-contract
    terms: an authenticated account (identity §2) that is not banned
    (identity §7.1 — deactivation on this platform IS the better-auth
    ban; no separate deactivated state exists). No further role or grant
-   is required. Until that ruling, deny-by-default holds (contract 2
+   is required. Creation always yields a **private** company
-   §3.1): no implicit creation authority exists.
+   (`visibility = 'private'`, hierarchy schema §2.8, Ruling 4b): the
+   creation command accepts no visibility argument, and publishing into
+   the deployment-wide directory is a separate, gated mutation
+   (hierarchy schema §5.5) that standard users cannot perform.
 3. Child-node creation inside the wizard (estate, project, workspace
    under the seeded company) follows contract 2 §4.3: parent
    `owner` authority, no automatic grant needed — for canonical seed
@@ -1932,7 +1943,13 @@ contracts and are not additions:
     suffix at all — each contradicting PRD D4's no-lock-in
     requirement (§4.4).
 
-## Ruling request
+## Ruling request — RULED AGREED (Jason, 2026-08-27; Amendment 1)
+
+The §5.2 decision below was ruled agreed: open eligible-user creation
+stands (yielding private companies per Amendment 1), and the
+"alternative if rejected" did not take effect. The request is retained
+below as historical record of what was put to ruling; it is no longer
+live.
 
 Ratify sections 1–7 as written, with one decision embedded: