docs(webui): add Phase P structure & migration map

First-pass structural reference for the Vite SPA migration (apps/web): dual-app
tree during migration, shared lib/ networking layer, origin-relative/same-origin
serving model, build scripts, the P1-P6 increment map, and the #1145 P5 blocker.
Living doc — details to be fleshed out by follow-up.

Co-Authored-By: Claude Opus 4.8 <[email protected]>
Claude-Session: https://claude.ai/code/session_01ESFAnh2t9HmLwng8oW95St

.gitignore

@@ -8,6 +8,7 @@ coverage
 .env.local
 *.tsbuildinfo
 .pnpm-store
+__pycache__/
 docs/reports/
 
 # Step-CA dev password — real file is gitignored; commit only the .example

.husky/pre-push

@@ -1 +1 @@
-pnpm typecheck && pnpm lint && pnpm format:check
+pnpm preflight && pnpm typecheck && pnpm lint && pnpm format:check

.npmrc

@@ -1,5 +1,5 @@
 @mosaicstack:registry=https://git.mosaicstack.dev/api/packages/mosaicstack/npm/
-# Pin the pnpm store to the same path the ci-base image warms (Dockerfile.ci),
-# so the pipeline `pnpm install --prefer-offline` consumes the baked store
-# instead of repopulating a fresh one.
-store-dir=/root/.local/share/pnpm/store
+# HOME resolves to /root in the ci-base image, preserving its warmed-store path.
+# Non-root checkouts use their own HOME. Override without editing this file via
+# NPM_CONFIG_STORE_DIR (pnpm's environment form of the store-dir setting).
+store-dir=${HOME}/.local/share/pnpm/store

.prettierignore

@@ -4,6 +4,15 @@ pnpm-lock.yaml
 **/node_modules
 **/drizzle
 **/.next
+# Python build/test artifacts — same category as node_modules/dist/.next above.
+# Prettier must never scan generated trees; without these a local venv poisons
+# `pnpm format:check` with thousands of third-party files.
+**/venv
+**/__pycache__
+**/.mypy_cache
+**/.pytest_cache
+**/htmlcov
 .claude/
 docs/tess/TASKS.md
 docs/scratchpads/
+packages/mosaic/src/fleet/testdata/documentation-publication-v1/inline-migration-v1.json

.woodpecker/ci.yml

@@ -41,6 +41,32 @@ steps:
       # (Constitution + dispatcher + each RUNTIME.md slice). See DESIGN §7 / R9.
       - bash packages/mosaic/framework/tools/quality/scripts/check-resident-budget.sh --self-test
       - bash packages/mosaic/framework/tools/quality/scripts/check-resident-budget.sh
+      # Test-membership guard (#1017): also first link of test:framework-shell.
+      # Invoked from BOTH surfaces it audits (F2, PR #1018) — the guard is link
+      # [0] of the pnpm chain, so severing that chain would silence it together
+      # with everything it guards; this direct line keeps one instrument running.
+      - bash packages/mosaic/framework/tools/quality/scripts/check-test-enumeration.sh
+
+  # Blocking gate (#791): a framework upgrade must never write or delete an
+  # operator-owned path. The HARD GATE proves an unanticipated operator sentinel
+  # survives a keep-mode reseed byte-identical (with rsync present AND absent —
+  # keep mode is a single cp-based path that must not depend on rsync), and that a
+  # corrupt/empty/missing manifest aborts fail-closed leaving operator files
+  # untouched (B2/B3). The rollback gate proves a mid-sync failure is rolled back
+  # from the pre-update snapshot (B1). The durable-snapshot gate (#791 PR2) proves
+  # the retained, operator-scoped pre-update backup is taken before any mutation
+  # (0700/0600, secret never logged, retention-pruned) and that the post-sync
+  # verify net restores any operator file a manifest bug lets the sync touch. The
+  # migration matrix pins the v2→v3 contract-file semantics. Pure bash, no
+  # node_modules — runs early alongside sanitization.
+  upgrade-guard:
+    image: *node_image
+    commands:
+      - apk add --no-cache bash rsync
+      - bash packages/mosaic/framework/tools/quality/scripts/test-upgrade-manifest-guard.sh
+      - bash packages/mosaic/framework/tools/quality/scripts/test-upgrade-rollback.sh
+      - bash packages/mosaic/framework/tools/quality/scripts/test-upgrade-durable-snapshot.sh
+      - bash packages/mosaic/framework/tools/quality/scripts/test-install-migration.sh
 
   typecheck:
     image: *node_image
@@ -50,6 +76,7 @@ steps:
     depends_on:
       - install
       - sanitization
+      - upgrade-guard
 
   # lint, format, and test are independent — run in parallel after typecheck
   lint:
@@ -76,6 +103,12 @@ steps:
       DATABASE_URL: postgresql://mosaic:mosaic@ci-postgres:5432/mosaic
     commands:
       - *enable_pnpm
+      # openssl (#912) is the wake HMAC signer: the digest H1/H2, beacon B12,
+      # and install I8 legs hard-require it in CI. It is baked into ci-base via
+      # Dockerfile.ci, but ci-base only rebuilds on push-to-main/tag — this
+      # `apk add` guarantees openssl is present on PR pipelines too (and is a
+      # fast no-op once the rebuilt image already ships it).
+      - apk add --no-cache openssl
       # postgresql-client (pg_isready) is baked into ci-base.
       # Wait up to 60s for CI postgres to be ready; fail fast if it never comes up.
       - |

.woodpecker/publish.yml

@@ -1,5 +1,5 @@
 # Build, publish npm packages, and push Docker images
-# Runs only on main branch push/tag
+# Runs on main for stable publishes and on next for integration-line prereleases/images
 
 variables:
   # Pre-baked CI base (see .woodpecker/ci-image.yml): node:24-alpine +
@@ -23,9 +23,21 @@ variables:
           - 'docs/**'
           - '**/*.md'
           - '.woodpecker/**'
+    - event: [push, manual]
+      branch: next
+  - &main_image_build_when
+    - event: tag
+    - event: [push, manual]
+      branch: main
+      path:
+        exclude:
+          - 'packages/mosaic/**'
+          - 'docs/**'
+          - '**/*.md'
+          - '.woodpecker/**'
 
 when:
-  - branch: [main]
+  - branch: [main, next]
     event: [push, manual, tag]
 
 steps:
@@ -103,6 +115,84 @@ steps:
     depends_on:
       - build
 
+  publish-next-npm:
+    image: *node_image
+    # Durable @next integration-line publish. Runs only on next; never writes
+    # the latest dist-tag and never commits the computed prerelease versions.
+    when:
+      - event: [push, manual]
+        branch: next
+    environment:
+      NPM_TOKEN:
+        from_secret: gitea_token
+      CI_COMMIT_BRANCH: ${CI_COMMIT_BRANCH}
+      CI_PIPELINE_NUMBER: ${CI_PIPELINE_NUMBER}
+    commands:
+      - *enable_pnpm
+      - |
+        if [ "$CI_COMMIT_BRANCH" != "next" ]; then
+          echo "[publish-next] FATAL: publish-next-npm may only run on next (got '$CI_COMMIT_BRANCH')" >&2
+          exit 1
+        fi
+        if [ -z "$CI_PIPELINE_NUMBER" ]; then
+          echo "[publish-next] FATAL: CI_PIPELINE_NUMBER is required for prerelease versioning" >&2
+          exit 1
+        fi
+        echo "//git.mosaicstack.dev/api/packages/mosaicstack/npm/:_authToken=$NPM_TOKEN" > ~/.npmrc
+        echo "@mosaicstack:registry=https://git.mosaicstack.dev/api/packages/mosaicstack/npm/" >> ~/.npmrc
+        DIST_TAGS_JSON="$(npm view @mosaicstack/mosaic dist-tags --registry https://git.mosaicstack.dev/api/packages/mosaicstack/npm/ --json)"
+        DIST_TAGS_JSON="$DIST_TAGS_JSON" node -e 'const tags = JSON.parse(process.env.DIST_TAGS_JSON || "{}"); if (!tags || typeof tags !== "object" || !Object.hasOwn(tags, "latest")) { throw new Error("Gitea npm registry did not return a usable dist-tags object"); } console.log("[publish-next] registry dist-tags OK: latest=" + tags.latest);'
+        node <<'NODE'
+        const fs = require('node:fs');
+        const path = require('node:path');
+
+        const pipelineNumber = process.env.CI_PIPELINE_NUMBER;
+        const roots = ['apps', 'packages', 'plugins'];
+        const updated = [];
+
+        function walk(dir) {
+          if (!fs.existsSync(dir)) return;
+          for (const entry of fs.readdirSync(dir, { withFileTypes: true })) {
+            if (entry.name === 'node_modules' || entry.name === 'dist' || entry.name === '.turbo') continue;
+            const fullPath = path.join(dir, entry.name);
+            if (entry.isDirectory()) {
+              const packagePath = path.join(fullPath, 'package.json');
+              if (fs.existsSync(packagePath)) updatePackage(packagePath);
+              walk(fullPath);
+            }
+          }
+        }
+
+        function updatePackage(packagePath) {
+          const manifest = JSON.parse(fs.readFileSync(packagePath, 'utf8'));
+          if (!manifest.name?.startsWith('@mosaicstack/') || manifest.private) return;
+          const stableMatch = /^(\d+)\.(\d+)\.(\d+)(?:[-+].*)?$/.exec(manifest.version);
+          if (!stableMatch) {
+            throw new Error(manifest.name + " has unsupported semver version '" + manifest.version + "'");
+          }
+          const [, major, minor, patch] = stableMatch;
+          const oldVersion = manifest.version;
+          manifest.version = major + '.' + minor + '.' + (Number(patch) + 1) + '-next.' + pipelineNumber;
+          fs.writeFileSync(packagePath, JSON.stringify(manifest, null, 2) + '\n');
+          updated.push(manifest.name + ' ' + oldVersion + ' -> ' + manifest.version);
+        }
+
+        for (const root of roots) walk(root);
+        if (updated.length === 0) throw new Error('No publishable @mosaicstack/* packages found');
+        console.log('[publish-next] computed prerelease versions for ' + updated.length + ' packages:');
+        for (const line of updated) console.log('[publish-next] ' + line);
+        NODE
+        pnpm --filter "@mosaicstack/*" --filter "!@mosaicstack/web" --filter "!@mosaicstack/mosaic-as" publish --no-git-checks --access public --tag next
+        EXPECTED_VERSION="$(node -p "require('./packages/mosaic/package.json').version")"
+        RESOLVED_VERSION="$(npm view @mosaicstack/mosaic@next version --registry https://git.mosaicstack.dev/api/packages/mosaicstack/npm/)"
+        if [ "$RESOLVED_VERSION" != "$EXPECTED_VERSION" ]; then
+          echo "[publish-next] FATAL: @mosaicstack/mosaic@next resolved '$RESOLVED_VERSION', expected '$EXPECTED_VERSION'" >&2
+          exit 1
+        fi
+        echo "[publish-next] @mosaicstack/mosaic@next resolves to $RESOLVED_VERSION"
+    depends_on:
+      - build
+
   # TODO: Uncomment when ready to publish to npmjs.org
   # publish-npmjs:
   #   image: *node_image
@@ -134,8 +224,17 @@ steps:
       - echo "{\"auths\":{\"git.mosaicstack.dev\":{\"username\":\"$REGISTRY_USER\",\"password\":\"$REGISTRY_PASS\"}}}" > /kaniko/.docker/config.json
       - |
         DESTINATIONS="--destination git.mosaicstack.dev/mosaicstack/stack/gateway:sha-${CI_COMMIT_SHA:0:7}"
-        if [ "$CI_COMMIT_BRANCH" = "main" ]; then
+        if [ "$CI_COMMIT_BRANCH" = "next" ]; then
+          if [ -n "$CI_COMMIT_TAG" ]; then
+            echo "[publish] FATAL: next gateway publish must be sha-only; refusing tag '$CI_COMMIT_TAG'" >&2
+            exit 1
+          fi
+          echo "[publish] next gateway publish is sha-only"
+        elif [ "$CI_COMMIT_BRANCH" = "main" ]; then
           DESTINATIONS="$DESTINATIONS --destination git.mosaicstack.dev/mosaicstack/stack/gateway:latest"
+        elif [ -z "$CI_COMMIT_TAG" ]; then
+          echo "[publish] FATAL: gateway image publish may only run for main, next, or tag events" >&2
+          exit 1
         fi
         if [ -n "$CI_COMMIT_TAG" ]; then
           DESTINATIONS="$DESTINATIONS --destination git.mosaicstack.dev/mosaicstack/stack/gateway:$CI_COMMIT_TAG"
@@ -146,7 +245,7 @@ steps:
 
   build-appservice:
     image: gcr.io/kaniko-project/executor:debug
-    when: *image_build_when
+    when: *main_image_build_when
     environment:
       REGISTRY_USER:
         from_secret: gitea_username
@@ -172,7 +271,7 @@ steps:
 
   build-web:
     image: gcr.io/kaniko-project/executor:debug
-    when: *image_build_when
+    when: *main_image_build_when
     environment:
       REGISTRY_USER:
         from_secret: gitea_username

CLAUDE.md

@@ -26,13 +26,14 @@ pnpm test             # Vitest (all packages)
 pnpm build            # Build all packages
 
 # Database
-pnpm --filter @mosaicstack/db db:push      # Push schema to PG (dev)
-pnpm --filter @mosaicstack/db db:generate  # Generate migrations
-pnpm --filter @mosaicstack/db db:migrate   # Run migrations
+pnpm --filter @mosaicstack/db db:generate  # Offline migration artifact generation only
+# PostgreSQL execution is held until KBN-101-00/-03/-05 land. Do not invoke a runner,
+# init SQL, or Compose PostgreSQL service from this checkout.
 
-# Dev
-docker compose up -d                  # Start PG, Valkey, OTEL, Jaeger
-pnpm --filter @mosaicstack/gateway exec tsx src/main.ts  # Start gateway
+# Dev: local PGlite data-layer work needs no PostgreSQL. Optional local queue service only:
+docker compose up -d valkey
+# Do not start Gateway/Web or root pnpm dev as a local PGlite route: the current unguarded dotenv
+# loader can inherit a daemon PostgreSQL DSN. KBN-101-02 must make that state fail closed first.
 ```
 
 ## Conventions

Dockerfile.ci

@@ -22,10 +22,13 @@
 FROM node:24-alpine
 
 # Native toolchain required to compile node-gyp deps on musl, plus the
-# postgresql-client used by the test step's pg_isready readiness probe. `bash`
-# is baked here too — the sanitization step in ci.yml otherwise does a per-run
-# `apk add bash`.
-RUN apk add --no-cache python3 make g++ postgresql-client bash
+# postgresql-client used by the test step's pg_isready readiness probe. `bash`,
+# `git`, and `jq` are baked here too — framework shell tests and the shipped
+# Codex review wrappers require them without per-run installation in ci.yml.
+# `openssl` (#912) is the non-circular HMAC signer for the wake trust layer:
+# the digest H1/H2, beacon B12, and install I8 legs hard-require it in CI so the
+# §4 G6 evidence comes from an actually-run HMAC leg, not a skipped one.
+RUN apk add --no-cache python3 make g++ postgresql-client bash git jq openssl
 
 # Pin pnpm to the repo's packageManager version via corepack.
 RUN corepack enable && corepack prepare [email protected] --activate

README.md

@@ -30,6 +30,16 @@ This installs both components:
 | **Framework**           | Bash launcher, guides, runtime configs, tools, skills            | `~/.config/mosaic/`  |
 | **@mosaicstack/mosaic** | Unified `mosaic` CLI — TUI, gateway client, wizard, auto-updater | `~/.npm-global/bin/` |
 
+### Install lanes
+
+| Lane                     | Command                               | Use when                                              | Source                                                                  |
+| ------------------------ | ------------------------------------- | ----------------------------------------------------- | ----------------------------------------------------------------------- |
+| Stable                   | `bash tools/install.sh`               | You want the released Mosaic CLI/framework            | npm registry `@mosaicstack/mosaic@latest` + framework archive at `main` |
+| Prerelease integration   | `bash tools/install.sh --next`        | You want the current `next` integration branch        | Build-from-source at `next`                                             |
+| Contributor/source build | `bash tools/install.sh --dev --ref X` | You are testing a branch before release; `--ref` wins | Build-from-source at the requested ref                                  |
+
+`--next` is shorthand for the prerelease integration lane: it enables source-build mode and uses `next` unless an explicit `--ref` or `MOSAIC_REF` is provided.
+
 After install, the wizard runs automatically or you can invoke it manually:
 
 ```bash
@@ -97,7 +107,10 @@ mosaic config path           # Print config file path
 ```bash
 mosaic doctor                # Health audit — detect drift and missing files
 mosaic sync                  # Sync skills from canonical source
-mosaic update                # Check for and install CLI updates
+mosaic skill list            # Audit Claude skill registrations and conflicts
+mosaic skill register <name> # Register one canonical skill with Claude Code
+mosaic skill unregister <name> # Remove one Mosaic-owned Claude link
+mosaic update                # Update CLI/framework and auto-register canonical skills
 mosaic wizard                # Full guided setup wizard
 mosaic bootstrap <path>      # Bootstrap a repo with Mosaic standards
 mosaic coord init            # Initialize a new orchestration mission
@@ -157,7 +170,12 @@ mosaic storage status
 mosaic storage tier
 mosaic storage export
 mosaic storage import
-mosaic storage migrate
+# Schema migration is unavailable in this release. The current storage wrapper shells
+# directly to `pnpm --filter @mosaicstack/db db:migrate`; it is legacy N-1,
+# uncertified, and MUST NOT be invoked pending KBN-101-02/-03/-06/-08 activation.
+# Future schema migration is non-operative: external bootstrap → TLS/roles → runner
+# --run → runner --verify → readiness. Tier copy uses only the separately held secure
+# migrate-tier route.
 ```
 
 ### Telemetry
@@ -192,33 +210,50 @@ Consent state is persisted in config. Remote upload is a no-op until you run `mo
 git clone [email protected]:mosaicstack/stack.git
 cd stack
 
-# Start infrastructure (Postgres, Valkey, Jaeger)
-docker compose up -d
-
-# Install dependencies
+# Install dependencies. The local tier uses in-process PGlite; leave DATABASE_URL unset.
+# The pnpm store defaults to $HOME/.local/share/pnpm/store. Override it without
+# editing the checkout with NPM_CONFIG_STORE_DIR=$HOME/another-store if needed.
 pnpm install
 
-# Run migrations
-pnpm --filter @mosaicstack/db run db:migrate
+# Verify dependencies and generated state before running source-quality gates.
+# Missing dependencies exit 42; stale/foreign apps/web/.next state exits 43.
+# The web build certifies its exact standalone symlink manifest; added, removed,
+# retargeted, or manifest-only-tampered generated links also exit 43. This detects
+# accidental, independent, stale, and foreign-residue mutation—the class exposed by
+# a five-month-stale .next that produced 19 phantom TS2307 errors.
+# It does NOT defend against a same-UID actor that can rewrite both manifest and
+# marker consistently (CWE-345). RM-59 tracks the required executor/spine-side
+# trust anchor outside worktree authority.
+pnpm preflight
 
-# Start all services in dev mode
-pnpm dev
+# Optional local queue service only. This does not start PostgreSQL.
+docker compose up -d valkey
+
+# The current Gateway/Web local process is held; see docs/guides/dev-guide.md.
+# Do not start it until KBN-101-02 makes inherited dotenv/DSN state fail closed.
 ```
 
-### Infrastructure
+### Held future procedure
 
-Docker Compose provides:
+The checked-in Compose PostgreSQL service mounts legacy initialization SQL and is **not** a
+current PostgreSQL, standalone, or federated developer route. Do not start it with Compose,
+invoke initialization SQL, or treat the planned migrator as currently executable.
 
-| Service               | Port      | Purpose                |
-| --------------------- | --------- | ---------------------- |
-| PostgreSQL (pgvector) | 5433      | Primary database       |
-| Valkey                | 6380      | Task queue + caching   |
-| Jaeger                | 16686     | Distributed tracing UI |
-| OTEL Collector        | 4317/4318 | Telemetry ingestion    |
+**Held future activation procedure — non-operative and no current command authority until KBN-101-00, KBN-101-03, and KBN-101-05
+land:** external bootstrap → TLS/roles → `mosaic-db-migrator --run` →
+`mosaic-db-migrator --verify` → Gateway/Compose readiness. The future deployment artifacts—not
+this README—will provide the reviewed commands and secret-consumer interface.
+
+For local data-layer work, PGlite needs no PostgreSQL service. The optional Compose command above
+starts only Valkey; OTEL Collector and Jaeger may likewise be started individually if needed,
+without starting PostgreSQL. A Gateway/Web local process is not currently a safe PGlite route:
+its unguarded dotenv loader may inherit a daemon PostgreSQL DSN. Do not use root `pnpm dev` or a
+Gateway start command until KBN-101-02 makes that state fail closed.
 
 ### Quality Gates
 
 ```bash
+pnpm preflight               # Checkout/dependency/generated-state validation
 pnpm typecheck               # TypeScript type checking (all packages)
 pnpm lint                    # ESLint (all packages)
 pnpm test                    # Vitest (all packages)
@@ -231,7 +266,7 @@ pnpm format                  # Prettier auto-fix
 Woodpecker CI runs on every push:
 
 - `pnpm install --frozen-lockfile`
-- Database migration against a fresh Postgres
+- **Legacy N-1 CI status only — active, uncertified, and non-authorizing as an operator route:** the checked-in job currently invokes `pnpm --filter @mosaicstack/db run db:migrate` with `DATABASE_URL` against an isolated disposable PostgreSQL CI database. It performs direct DDL in that CI database, is not approved ordinary behavior or an operator route, and remains a known exception pending KBN-101-06 removal/replacement by the certified runner-backed CI path.
 - `pnpm test` (Turbo-orchestrated across all packages)
 
 npm packages are published to the Gitea package registry on main merges.
@@ -336,11 +371,15 @@ The CLI also performs a background update check on every invocation (cached for
 bash tools/install.sh --check           # Version check only
 bash tools/install.sh --framework       # Framework only (skip npm CLI)
 bash tools/install.sh --cli             # npm CLI only (skip framework)
-bash tools/install.sh --ref v1.0        # Install from a specific git ref
+bash tools/install.sh --next            # Prerelease lane: source build from next
+bash tools/install.sh --dev             # Contributor lane: source build at --ref/main
+bash tools/install.sh --ref v1.0        # Install from a specific git ref (--ref wins over --next)
 bash tools/install.sh --yes             # Non-interactive, accept all defaults
 bash tools/install.sh --no-auto-launch  # Skip auto-launch of wizard
 ```
 
+The installer rejects unrecognized flags or positional arguments before making changes and prints the supported-option usage.
+
 ## Contributing
 
 ```bash

apps/gateway/src/__tests__/integration/federation-m3-list.integration.test.ts

@@ -0,0 +1,519 @@
+/**
+ * Federation M3 single-gateway integration tests (FED-M3-10).
+ *
+ * Covers MILESTONES.md M3 acceptance:
+ *  - #6: malformed certificate OIDs fail with 401; valid cert + revoked grant fails with 403.
+ *  - #7: max_rows_per_query caps list results.
+ *
+ * Strategy:
+ *  - Real PostgreSQL via @mosaicstack/db.
+ *  - Mocked TLS context/Fastify request shim for FederationAuthGuard.
+ *  - Direct controller calls using the real POST /api/federation/v1/list/:resource contract.
+ *
+ * Run:
+ *   FEDERATED_INTEGRATION=1 pnpm --filter @mosaicstack/gateway test -- \
+ *     src/__tests__/integration/federation-m3-list.integration.test.ts
+ */
+
+import 'reflect-metadata';
+import * as crypto from 'node:crypto';
+import type { ExecutionContext } from '@nestjs/common';
+import { Test, type TestingModule } from '@nestjs/testing';
+import type { FastifyReply, FastifyRequest } from 'fastify';
+import {
+  and,
+  createDb,
+  eq,
+  federationGrants,
+  federationPeers,
+  inArray,
+  missionTasks,
+  missions,
+  projects,
+  tasks,
+  teamMembers,
+  teams,
+  type Db,
+  type DbHandle,
+  users,
+} from '@mosaicstack/db';
+import { afterAll, beforeAll, describe, expect, it } from 'vitest';
+import { DB } from '../../database/database.module.js';
+import { GrantsService } from '../../federation/grants.service.js';
+import { FederationAuthGuard } from '../../federation/server/federation-auth.guard.js';
+import { FederationScopeService } from '../../federation/server/scope.service.js';
+import { FederationListQueryService } from '../../federation/server/verbs/list-query.service.js';
+import { ListController } from '../../federation/server/verbs/list.controller.js';
+import {
+  makeMosaicIssuedCert,
+  makeSelfSignedCert,
+} from '../../federation/__tests__/helpers/test-cert.js';
+
+const run = process.env['FEDERATED_INTEGRATION'] === '1';
+const PG_URL = process.env['DATABASE_URL'] ?? 'postgresql://mosaic:mosaic@localhost:5433/mosaic';
+const RUN_ID = `fed-m3-10-${crypto.randomUUID()}`;
+const CERT_SERIAL_HEX = crypto.randomUUID().replace(/-/g, '').toUpperCase();
+
+interface TestIds {
+  readonly subjectUserId: string;
+  readonly otherUserId: string;
+  readonly peerId: string;
+  readonly revokedPeerId: string;
+  readonly activeGrantId: string;
+  readonly revokedGrantId: string;
+  readonly subjectProjectId: string;
+  readonly subjectMissionId: string;
+  readonly otherProjectId: string;
+  readonly teamId: string;
+  readonly unauthorizedTeamId: string;
+  readonly teamProjectId: string;
+  readonly taskIds: readonly string[];
+  readonly excludedTaskIds: readonly string[];
+  readonly subjectNoteId: string;
+  readonly otherUserNoteId: string;
+}
+
+function pemToDer(pem: string): Buffer {
+  return Buffer.from(
+    pem
+      .replace(/-----BEGIN CERTIFICATE-----/, '')
+      .replace(/-----END CERTIFICATE-----/, '')
+      .replace(/\s+/g, ''),
+    'base64',
+  );
+}
+
+function makeFederationRequest(certPem: string): FastifyRequest {
+  return {
+    raw: {
+      socket: {
+        getPeerCertificate: () => ({
+          raw: pemToDer(certPem),
+          serialNumber: CERT_SERIAL_HEX,
+        }),
+      },
+    },
+  } as unknown as FastifyRequest;
+}
+
+function makeGuardContext(request: FastifyRequest): {
+  readonly context: ExecutionContext;
+  readonly sent: { statusCode?: number; payload?: unknown };
+} {
+  const sent: { statusCode?: number; payload?: unknown } = {};
+  const reply = {
+    status: (statusCode: number) => {
+      sent.statusCode = statusCode;
+      return {
+        header: () => ({
+          send: (payload: unknown) => {
+            sent.payload = payload;
+          },
+        }),
+      };
+    },
+  } as unknown as FastifyReply;
+
+  const context = {
+    switchToHttp: () => ({
+      getRequest: () => request,
+      getResponse: () => reply,
+    }),
+  } as unknown as ExecutionContext;
+
+  return { context, sent };
+}
+
+async function insertUser(db: Db, id: string, label: string): Promise<void> {
+  await db.insert(users).values({
+    id,
+    name: `${RUN_ID}-${label}`,
+    email: `${RUN_ID}-${label}@federation-test.invalid`,
+    emailVerified: false,
+  });
+}
+
+async function seedFixtures(db: Db): Promise<TestIds> {
+  const subjectUserId = `${RUN_ID}-subject`;
+  const otherUserId = `${RUN_ID}-other`;
+  const peerId = crypto.randomUUID();
+  const revokedPeerId = crypto.randomUUID();
+  const activeGrantId = crypto.randomUUID();
+  const revokedGrantId = crypto.randomUUID();
+  const subjectProjectId = crypto.randomUUID();
+  const subjectMissionId = crypto.randomUUID();
+  const otherProjectId = crypto.randomUUID();
+  const teamId = crypto.randomUUID();
+  const unauthorizedTeamId = crypto.randomUUID();
+  const teamProjectId = crypto.randomUUID();
+  const taskIds = [crypto.randomUUID(), crypto.randomUUID(), crypto.randomUUID()] as const;
+  const excludedTaskIds = [crypto.randomUUID(), crypto.randomUUID()] as const;
+  const subjectNoteId = crypto.randomUUID();
+  const otherUserNoteId = crypto.randomUUID();
+
+  await insertUser(db, subjectUserId, 'subject');
+  await insertUser(db, otherUserId, 'other');
+
+  await db.insert(teams).values([
+    {
+      id: teamId,
+      name: `${RUN_ID} allowed team`,
+      slug: `${RUN_ID}-allowed-team`,
+      ownerId: subjectUserId,
+      managerId: subjectUserId,
+    },
+    {
+      id: unauthorizedTeamId,
+      name: `${RUN_ID} unauthorized team`,
+      slug: `${RUN_ID}-unauthorized-team`,
+      ownerId: otherUserId,
+      managerId: otherUserId,
+    },
+  ]);
+
+  await db.insert(teamMembers).values([
+    { teamId, userId: subjectUserId, role: 'member' },
+    { teamId: unauthorizedTeamId, userId: subjectUserId, role: 'member' },
+  ]);
+
+  await db.insert(projects).values([
+    {
+      id: subjectProjectId,
+      name: `${RUN_ID} subject personal project`,
+      ownerType: 'user',
+      ownerId: subjectUserId,
+    },
+    {
+      id: otherProjectId,
+      name: `${RUN_ID} other personal project`,
+      ownerType: 'user',
+      ownerId: otherUserId,
+    },
+    {
+      id: teamProjectId,
+      name: `${RUN_ID} unauthorized team project`,
+      ownerType: 'team',
+      teamId: unauthorizedTeamId,
+    },
+  ]);
+
+  await db.insert(missions).values({
+    id: subjectMissionId,
+    name: `${RUN_ID} subject mission`,
+    projectId: subjectProjectId,
+    userId: subjectUserId,
+  });
+
+  await db.insert(tasks).values([
+    {
+      id: taskIds[0],
+      title: `${RUN_ID} visible task 1`,
+      missionId: subjectMissionId,
+      createdAt: new Date('2026-06-25T03:00:00.000Z'),
+      updatedAt: new Date('2026-06-25T03:00:00.000Z'),
+    },
+    {
+      id: taskIds[1],
+      title: `${RUN_ID} visible task 2`,
+      projectId: subjectProjectId,
+      createdAt: new Date('2026-06-25T02:00:00.000Z'),
+      updatedAt: new Date('2026-06-25T02:00:00.000Z'),
+    },
+    {
+      id: taskIds[2],
+      title: `${RUN_ID} visible task 3`,
+      projectId: subjectProjectId,
+      createdAt: new Date('2026-06-25T01:00:00.000Z'),
+      updatedAt: new Date('2026-06-25T01:00:00.000Z'),
+    },
+    {
+      id: excludedTaskIds[0],
+      title: `${RUN_ID} other user task`,
+      projectId: otherProjectId,
+      createdAt: new Date('2026-06-25T04:00:00.000Z'),
+      updatedAt: new Date('2026-06-25T04:00:00.000Z'),
+    },
+    {
+      id: excludedTaskIds[1],
+      title: `${RUN_ID} unauthorized team task`,
+      projectId: teamProjectId,
+      createdAt: new Date('2026-06-25T05:00:00.000Z'),
+      updatedAt: new Date('2026-06-25T05:00:00.000Z'),
+    },
+  ]);
+
+  await db.insert(missionTasks).values([
+    {
+      id: subjectNoteId,
+      missionId: subjectMissionId,
+      userId: subjectUserId,
+      notes: `${RUN_ID} subject visible note`,
+      createdAt: new Date('2026-06-25T03:30:00.000Z'),
+      updatedAt: new Date('2026-06-25T03:30:00.000Z'),
+    },
+    {
+      id: otherUserNoteId,
+      missionId: subjectMissionId,
+      userId: otherUserId,
+      notes: `${RUN_ID} other user note on subject mission`,
+      createdAt: new Date('2026-06-25T04:30:00.000Z'),
+      updatedAt: new Date('2026-06-25T04:30:00.000Z'),
+    },
+  ]);
+
+  await db.insert(federationPeers).values([
+    {
+      id: peerId,
+      commonName: `${RUN_ID}-active-peer`,
+      displayName: `${RUN_ID} Active Peer`,
+      certPem: '-----BEGIN CERTIFICATE-----\nMOCK\n-----END CERTIFICATE-----\n',
+      certSerial: CERT_SERIAL_HEX,
+      certNotAfter: new Date(Date.now() + 86_400_000),
+      state: 'active',
+    },
+    {
+      id: revokedPeerId,
+      commonName: `${RUN_ID}-revoked-peer`,
+      displayName: `${RUN_ID} Revoked Peer`,
+      certPem: '-----BEGIN CERTIFICATE-----\nMOCK\n-----END CERTIFICATE-----\n',
+      certSerial: `${CERT_SERIAL_HEX}${RUN_ID.replace(/-/g, '').slice(0, 8).toUpperCase()}`,
+      certNotAfter: new Date(Date.now() + 86_400_000),
+      state: 'active',
+    },
+  ]);
+
+  await db.insert(federationGrants).values([
+    {
+      id: activeGrantId,
+      peerId,
+      subjectUserId,
+      status: 'active',
+      scope: {
+        resources: ['tasks', 'notes'],
+        excluded_resources: [],
+        filters: {
+          tasks: { include_personal: true, include_teams: [] },
+          notes: { include_personal: true, include_teams: [] },
+        },
+        max_rows_per_query: 2,
+      },
+    },
+    {
+      id: revokedGrantId,
+      peerId,
+      subjectUserId,
+      status: 'revoked',
+      revokedAt: new Date(),
+      revokedReason: `${RUN_ID} revoked grant fixture`,
+      scope: {
+        resources: ['tasks'],
+        excluded_resources: [],
+        max_rows_per_query: 2,
+      },
+    },
+  ]);
+
+  return {
+    subjectUserId,
+    otherUserId,
+    peerId,
+    revokedPeerId,
+    activeGrantId,
+    revokedGrantId,
+    subjectProjectId,
+    subjectMissionId,
+    otherProjectId,
+    teamId,
+    unauthorizedTeamId,
+    teamProjectId,
+    taskIds,
+    excludedTaskIds,
+    subjectNoteId,
+    otherUserNoteId,
+  };
+}
+
+async function cleanupFixtures(db: Db, ids: TestIds | undefined): Promise<void> {
+  if (!ids) {
+    return;
+  }
+
+  await db
+    .delete(missionTasks)
+    .where(inArray(missionTasks.id, [ids.subjectNoteId, ids.otherUserNoteId]))
+    .catch(() => {});
+  await db
+    .delete(tasks)
+    .where(inArray(tasks.id, [...ids.taskIds, ...ids.excludedTaskIds]))
+    .catch(() => {});
+  await db
+    .delete(missions)
+    .where(eq(missions.id, ids.subjectMissionId))
+    .catch(() => {});
+  await db
+    .delete(projects)
+    .where(inArray(projects.id, [ids.subjectProjectId, ids.otherProjectId, ids.teamProjectId]))
+    .catch(() => {});
+  await db
+    .delete(teamMembers)
+    .where(
+      and(
+        eq(teamMembers.userId, ids.subjectUserId),
+        inArray(teamMembers.teamId, [ids.teamId, ids.unauthorizedTeamId]),
+      ),
+    )
+    .catch(() => {});
+  await db
+    .delete(teams)
+    .where(inArray(teams.id, [ids.teamId, ids.unauthorizedTeamId]))
+    .catch(() => {});
+  await db
+    .delete(federationGrants)
+    .where(inArray(federationGrants.id, [ids.activeGrantId, ids.revokedGrantId]))
+    .catch(() => {});
+  await db
+    .delete(federationPeers)
+    .where(inArray(federationPeers.id, [ids.peerId, ids.revokedPeerId]))
+    .catch(() => {});
+  await db
+    .delete(users)
+    .where(inArray(users.id, [ids.subjectUserId, ids.otherUserId]))
+    .catch(() => {});
+}
+
+describe.skipIf(!run)('federation M3 list verb — single-gateway integration', () => {
+  let handle: DbHandle;
+  let db: Db;
+  let moduleRef: TestingModule;
+  let guard: FederationAuthGuard;
+  let listController: ListController;
+  let ids: TestIds | undefined;
+
+  beforeAll(async () => {
+    handle = createDb(PG_URL);
+    db = handle.db;
+    ids = await seedFixtures(db);
+
+    moduleRef = await Test.createTestingModule({
+      controllers: [ListController],
+      providers: [
+        { provide: DB, useValue: db },
+        GrantsService,
+        FederationAuthGuard,
+        FederationScopeService,
+        FederationListQueryService,
+      ],
+    }).compile();
+
+    guard = moduleRef.get(FederationAuthGuard);
+    listController = moduleRef.get(ListController);
+  }, 30_000);
+
+  afterAll(async () => {
+    await moduleRef?.close().catch((e: unknown) => console.error('[fed-m3-10 cleanup]', e));
+    await cleanupFixtures(db, ids).catch((e: unknown) => console.error('[fed-m3-10 cleanup]', e));
+    await handle?.close().catch((e: unknown) => console.error('[fed-m3-10 cleanup]', e));
+  });
+
+  it('#6 — rejects a client cert with malformed/missing Mosaic OIDs with 401', async () => {
+    const malformedOidCert = await makeSelfSignedCert();
+    const request = makeFederationRequest(malformedOidCert);
+    const { context, sent } = makeGuardContext(request);
+
+    await expect(guard.canActivate(context)).resolves.toBe(false);
+    expect(sent.statusCode).toBe(401);
+    expect(sent.payload).toMatchObject({
+      error: {
+        code: 'unauthorized',
+        message: expect.stringContaining('missing required OID'),
+      },
+    });
+    expect(request.federationContext).toBeUndefined();
+  });
+
+  it('#6 — rejects a valid client cert when its grant is revoked with 403', async () => {
+    expect(ids).toBeDefined();
+    const revokedCert = await makeMosaicIssuedCert({
+      grantId: ids!.revokedGrantId,
+      subjectUserId: ids!.subjectUserId,
+    });
+    const request = makeFederationRequest(revokedCert);
+    const { context, sent } = makeGuardContext(request);
+
+    await expect(guard.canActivate(context)).resolves.toBe(false);
+    expect(sent.statusCode).toBe(403);
+    expect(sent.payload).toMatchObject({
+      error: {
+        code: 'forbidden',
+        message: 'Federation access denied',
+      },
+    });
+    expect(request.federationContext).toBeUndefined();
+  });
+
+  it('#7 — enforces max_rows_per_query on POST /api/federation/v1/list/:resource', async () => {
+    expect(ids).toBeDefined();
+    const activeCert = await makeMosaicIssuedCert({
+      grantId: ids!.activeGrantId,
+      subjectUserId: ids!.subjectUserId,
+    });
+    const request = makeFederationRequest(activeCert);
+    const { context } = makeGuardContext(request);
+
+    await expect(guard.canActivate(context)).resolves.toBe(true);
+
+    const response = await listController.list('tasks', request, { limit: 100 });
+    const returnedIds = response.items.map((item) => item['id']);
+
+    expect(response.items).toHaveLength(2);
+    expect(response._truncated).toBe(true);
+    expect(response.nextCursor).toEqual(expect.any(String));
+    expect(returnedIds).toEqual([ids!.taskIds[0], ids!.taskIds[1]]);
+    expect(returnedIds).not.toContain(ids!.taskIds[2]);
+    for (const excludedId of ids!.excludedTaskIds) {
+      expect(returnedIds).not.toContain(excludedId);
+    }
+    expect(response.items.every((item) => item._source === 'local')).toBe(true);
+  });
+
+  it('excludes another user mission task notes on the same authorized mission', async () => {
+    expect(ids).toBeDefined();
+    const activeCert = await makeMosaicIssuedCert({
+      grantId: ids!.activeGrantId,
+      subjectUserId: ids!.subjectUserId,
+    });
+    const request = makeFederationRequest(activeCert);
+    const { context } = makeGuardContext(request);
+
+    await expect(guard.canActivate(context)).resolves.toBe(true);
+
+    const response = await listController.list('notes', request, { limit: 10 });
+    const returnedIds = response.items.map((item) => item['id']);
+
+    expect(returnedIds).toEqual([ids!.subjectNoteId]);
+    expect(returnedIds).not.toContain(ids!.otherUserNoteId);
+    expect(response.items.every((item) => item._source === 'local')).toBe(true);
+  });
+
+  it('fails closed for unsupported list resources', async () => {
+    expect(ids).toBeDefined();
+    const activeCert = await makeMosaicIssuedCert({
+      grantId: ids!.activeGrantId,
+      subjectUserId: ids!.subjectUserId,
+    });
+    const request = makeFederationRequest(activeCert);
+    const { context } = makeGuardContext(request);
+
+    await expect(guard.canActivate(context)).resolves.toBe(true);
+
+    await expect(listController.list('widgets', request, {})).rejects.toMatchObject({
+      response: {
+        error: {
+          code: 'scope_violation',
+          message: 'Requested federation resource is not supported',
+        },
+      },
+      status: 403,
+    });
+  });
+});

apps/gateway/src/__tests__/integration/tess-cross-surface.integration.test.ts

@@ -72,6 +72,7 @@ describe('interaction Discord/CLI durable-session integration', () => {
     process.env['DISCORD_INTERACTION_BINDINGS'] = JSON.stringify([
       {
         instanceId: 'Nova',
+        agentConfigId: 'agent-config-nova',
         guildId: 'guild-1',
         channelId: 'channel-1',
         pairedUsers: {
@@ -133,6 +134,7 @@ describe('interaction Discord/CLI durable-session integration', () => {
       interactionBindings: [
         {
           instanceId: 'Nova',
+          agentConfigId: 'agent-config-nova',
           guildId: 'guild-1',
           channelId: 'channel-1',
           pairedUsers: {

apps/gateway/src/admin/admin-health.controller.ts

@@ -1,9 +1,11 @@
-import { Controller, Get, Inject, UseGuards } from '@nestjs/common';
+import { Controller, Get, Inject, Optional, UseGuards } from '@nestjs/common';
 import { sql, type Db } from '@mosaicstack/db';
 import { createQueue } from '@mosaicstack/queue';
+import type { MosaicConfig } from '@mosaicstack/config';
 import { DB } from '../database/database.module.js';
 import { AgentService } from '../agent/agent.service.js';
 import { ProviderService } from '../agent/provider.service.js';
+import { MOSAIC_CONFIG } from '../config/config.module.js';
 import { AdminGuard } from './admin.guard.js';
 import type { HealthStatusDto, ServiceStatusDto } from './admin.dto.js';
 
@@ -14,6 +16,9 @@ export class AdminHealthController {
     @Inject(DB) private readonly db: Db,
     @Inject(AgentService) private readonly agentService: AgentService,
     @Inject(ProviderService) private readonly providerService: ProviderService,
+    @Optional()
+    @Inject(MOSAIC_CONFIG)
+    private readonly mosaicConfig: MosaicConfig | null,
   ) {}
 
   @Get()
@@ -55,6 +60,14 @@ export class AdminHealthController {
   }
 
   private async checkCache(): Promise<ServiceStatusDto> {
+    // On Local tier there is no Redis. The cache is intentionally absent, which
+    // is a healthy state for this tier — report 'ok' rather than opening a new
+    // ioredis connection on every admin health check (which would spam
+    // ECONNREFUSED and create/destroy a connection per request). latencyMs 0
+    // signals "no cache backend to measure" for this tier.
+    if (this.mosaicConfig?.queue?.type === 'local') {
+      return { status: 'ok', latencyMs: 0 };
+    }
     const start = Date.now();
     const handle = createQueue();
     try {

apps/gateway/src/agent/__tests__/agent-service-ownership.test.ts

@@ -115,6 +115,18 @@ describe('AgentService owner/tenant scope enforcement', () => {
     ).rejects.toBeInstanceOf(ForbiddenException);
     await service.prompt(CONVERSATION_ID, 'owner prompt', OWNER_SCOPE);
     expect(session.piSession.prompt).toHaveBeenCalledWith('owner prompt');
+    await service.prompt(CONVERSATION_ID, '', OWNER_SCOPE, [
+      {
+        id: 'attachment-001',
+        name: 'diagram.png',
+        url: 'https://cdn.example.test/diagram.png',
+        mimeType: 'image/png',
+      },
+    ]);
+    expect(session.piSession.prompt).toHaveBeenLastCalledWith(
+      '\n\n[Untrusted channel attachments]\n' +
+        '{"id":"attachment-001","name":"diagram.png","mimeType":"image/png","url":"https://cdn.example.test/diagram.png"}',
+    );
 
     await expect(service.destroySession(CONVERSATION_ID, FOREIGN_SCOPE)).rejects.toBeInstanceOf(
       ForbiddenException,

apps/gateway/src/agent/agent.module.ts

@@ -21,6 +21,12 @@ import { LogModule } from '../log/log.module.js';
 import { CommandsModule } from '../commands/commands.module.js';
 import { CommandRuntimeApprovalVerifier } from '../commands/runtime-approval-verifier.js';
 import { GatewayHermesRuntimeTransport } from './hermes-runtime.transport.js';
+import { ConnectorLeaseRepository } from './connector-lease.repository.js';
+import {
+  CONNECTOR_LEASE_POLICY,
+  ConnectorLeaseService,
+  DenyConnectorLeasePolicy,
+} from './connector-lease.service.js';
 import {
   AGENT_RUNTIME_PROVIDER_REGISTRY,
   RUNTIME_APPROVAL_VERIFIER,
@@ -46,6 +52,13 @@ export function createGatewayRuntimeProviderRegistry(): AgentRuntimeProviderRegi
     SkillLoaderService,
     DurableSessionRepository,
     DurableSessionService,
+    ConnectorLeaseRepository,
+    DenyConnectorLeasePolicy,
+    {
+      provide: CONNECTOR_LEASE_POLICY,
+      useExisting: DenyConnectorLeasePolicy,
+    },
+    ConnectorLeaseService,
     {
       provide: AGENT_RUNTIME_PROVIDER_REGISTRY,
       useFactory: createGatewayRuntimeProviderRegistry,
@@ -78,6 +91,7 @@ export function createGatewayRuntimeProviderRegistry(): AgentRuntimeProviderRegi
     SkillLoaderService,
     DurableSessionService,
     RuntimeProviderService,
+    ConnectorLeaseService,
     AGENT_RUNTIME_PROVIDER_REGISTRY,
   ],
 })

apps/gateway/src/agent/agent.service.ts

@@ -15,6 +15,7 @@ import {
   type ToolDefinition,
 } from '@mariozechner/pi-coding-agent';
 import type { Brain } from '@mosaicstack/brain';
+import type { ChannelAttachmentDto } from '@mosaicstack/types';
 import type { Memory, OperatorMemoryPlugin } from '@mosaicstack/memory';
 import { BRAIN } from '../brain/brain.tokens.js';
 import { MEMORY } from '../memory/memory.tokens.js';
@@ -43,6 +44,8 @@ export interface ConversationHistoryMessage {
   role: 'user' | 'assistant' | 'system';
   content: string;
   createdAt: Date;
+  /** Validated, URI-referenced channel attachments preserved on session resume. */
+  attachments?: readonly ChannelAttachmentDto[];
 }
 
 export interface AgentSessionOptions {
@@ -428,7 +431,7 @@ export class AgentService implements OnModuleDestroy {
     const formatMessage = (msg: ConversationHistoryMessage): string => {
       const roleLabel =
         msg.role === 'user' ? 'User' : msg.role === 'assistant' ? 'Assistant' : 'System';
-      return `**${roleLabel}:** ${msg.content}`;
+      return `**${roleLabel}:** ${msg.content}${this.attachmentContext(msg.attachments ?? [])}`;
     };
 
     const formatted = history.map((msg) => formatMessage(msg));
@@ -487,6 +490,21 @@ export class AgentService implements OnModuleDestroy {
     return result;
   }
 
+  private attachmentContext(attachments: readonly ChannelAttachmentDto[]): string {
+    if (attachments.length === 0) return '';
+    return `\n\n[Untrusted channel attachments]\n${attachments
+      .map((attachment: ChannelAttachmentDto): string =>
+        JSON.stringify({
+          id: attachment.id,
+          name: attachment.name,
+          mimeType: attachment.mimeType,
+          url: attachment.url,
+          ...(attachment.sizeBytes !== undefined ? { sizeBytes: attachment.sizeBytes } : {}),
+        }),
+      )
+      .join('\n')}`;
+  }
+
   private resolveModel(options?: AgentSessionOptions) {
     if (!options?.provider && !options?.modelId) {
       return this.providerService.getDefaultModel() ?? null;
@@ -673,7 +691,19 @@ export class AgentService implements OnModuleDestroy {
     session.channels.delete(channel);
   }
 
-  async prompt(sessionId: string, message: string, scope: ActorTenantScope): Promise<void> {
+  async prompt(sessionId: string, message: string, scope: ActorTenantScope): Promise<void>;
+  async prompt(
+    sessionId: string,
+    message: string,
+    scope: ActorTenantScope,
+    attachments: readonly ChannelAttachmentDto[] | undefined,
+  ): Promise<void>;
+  async prompt(
+    sessionId: string,
+    message: string,
+    scope: ActorTenantScope,
+    attachments: readonly ChannelAttachmentDto[] = [],
+  ): Promise<void> {
     const session = this.sessions.get(sessionId);
     if (!session) {
       throw new Error(`No agent session found: ${sessionId}`);
@@ -681,12 +711,16 @@ export class AgentService implements OnModuleDestroy {
     this.assertSessionScope(session, scope);
     session.promptCount += 1;
 
+    // Channel attachments are untrusted URI references. Preserve exact,
+    // authenticated metadata for the agent without treating it as authority.
+    const attachmentContext = this.attachmentContext(attachments);
+
     // Prepend session-scoped system override if present (renew TTL on each turn)
-    let effectiveMessage = message;
+    let effectiveMessage = `${message}${attachmentContext}`;
     if (this.systemOverride) {
       const override = await this.systemOverride.get(sessionId, scope);
       if (override) {
-        effectiveMessage = `[System Override]\n${override}\n\n${message}`;
+        effectiveMessage = `[System Override]\n${override}\n\n${effectiveMessage}`;
         await this.systemOverride.renew(sessionId, scope);
         this.logger.debug(`Applied system override for session ${sessionId}`);
       }

apps/gateway/src/agent/connector-lease.integration.test.ts

@@ -0,0 +1,341 @@
+import { mkdtemp, rm } from 'node:fs/promises';
+import { tmpdir } from 'node:os';
+import { join } from 'node:path';
+import { afterAll, beforeAll, describe, expect, it, vi } from 'vitest';
+import { Test, type TestingModule } from '@nestjs/testing';
+import {
+  connectorLeaseAuditLog,
+  createPgliteDb,
+  eq,
+  runPgliteMigrations,
+  type DbHandle,
+} from '@mosaicstack/db';
+import type { ConnectorExecutionContext, FencedConnectorAdapter } from '@mosaicstack/types';
+import { DB } from '../database/database.module.js';
+import { ConnectorLeaseRepository } from './connector-lease.repository.js';
+import {
+  CONNECTOR_LEASE_POLICY,
+  ConnectorLeaseService,
+  type ConnectorLeasePolicy,
+  type ConnectorLeasePolicySubject,
+} from './connector-lease.service.js';
+
+const authorize = vi.fn().mockResolvedValue(true);
+const policy: ConnectorLeasePolicy = { authorize };
+const context = {
+  actorScope: { userId: 'operator-a', tenantId: 'tenant-a' },
+  correlationId: 'correlation-acquire',
+};
+
+describe('gateway connector lease fencing integration', (): void => {
+  let dataDir: string;
+  let handle: DbHandle;
+  let moduleRef: TestingModule;
+  let service: ConnectorLeaseService;
+  let repository: ConnectorLeaseRepository;
+
+  beforeAll(async (): Promise<void> => {
+    vi.useFakeTimers();
+    vi.setSystemTime(new Date('2026-07-14T17:00:00.000Z'));
+    dataDir = await mkdtemp(join(tmpdir(), 'mosaic-gateway-connector-lease-'));
+    handle = createPgliteDb(dataDir);
+    await runPgliteMigrations(handle);
+    moduleRef = await Test.createTestingModule({
+      providers: [
+        ConnectorLeaseRepository,
+        ConnectorLeaseService,
+        { provide: DB, useValue: handle.db },
+        { provide: CONNECTOR_LEASE_POLICY, useValue: policy },
+      ],
+    }).compile();
+    service = moduleRef.get(ConnectorLeaseService);
+    repository = moduleRef.get(ConnectorLeaseRepository);
+  });
+
+  afterAll(async (): Promise<void> => {
+    vi.useRealTimers();
+    await moduleRef.close();
+    await handle.close();
+    await rm(dataDir, { recursive: true, force: true });
+  });
+
+  it('derives tenant authority at the gateway and validates a grant before side effects', async (): Promise<void> => {
+    const lease = await service.acquire(
+      {
+        logicalAgentId: 'Mos',
+        bindingId: 'operator-chat',
+        connectorId: 'pi-worker-a',
+        scopes: ['runtime.send'],
+        ttlMs: 60_000,
+      },
+      context,
+    );
+    const grant = await service.issueGrant(
+      { lease, scopes: ['runtime.send'], ttlMs: 30_000 },
+      { ...context, correlationId: 'correlation-grant' },
+    );
+    const execute = vi.fn(async (_message: string, leaseContext: ConnectorExecutionContext) => {
+      return leaseContext.leaseEpoch;
+    });
+    const adapter: FencedConnectorAdapter<string, string> = { execute };
+
+    await expect(service.executeGrant(grant, 'runtime.send', 'hello', adapter)).resolves.toBe('1');
+    expect(execute).toHaveBeenCalledOnce();
+    expect(authorize).toHaveBeenCalledWith(
+      expect.objectContaining({
+        action: 'grant.issue',
+        requestedScopes: ['runtime.send'],
+        requestedTtlMs: 30_000,
+      }),
+    );
+    expect(execute.mock.calls[0]?.[1]).toMatchObject({
+      identity: { tenantId: 'tenant-a', logicalAgentId: 'mos' },
+      bindingId: 'operator-chat',
+      connectorId: 'pi-worker-a',
+    });
+  });
+
+  it('normalizes lease-derived policy subjects before authorization', async (): Promise<void> => {
+    const lease = await service.acquire(
+      {
+        logicalAgentId: 'mos',
+        bindingId: 'operator-chat-policy',
+        connectorId: 'pi-worker-a',
+        scopes: ['runtime.send'],
+        ttlMs: 60_000,
+      },
+      { ...context, correlationId: 'correlation-policy-setup' },
+    );
+    const aliasedLease = {
+      ...lease,
+      identity: { ...lease.identity, logicalAgentId: ' MOS ' },
+      bindingId: ' Operator-Chat-Policy ',
+      connectorId: ' PI-Worker-A ',
+      scopes: [' Runtime.Send '],
+      leaseEpoch: `00${lease.leaseEpoch}`,
+    };
+
+    await service.heartbeat(aliasedLease, 30_000, {
+      ...context,
+      correlationId: 'correlation-policy-heartbeat',
+    });
+    expect(authorize).toHaveBeenLastCalledWith(
+      expect.objectContaining({
+        action: 'lease.heartbeat',
+        logicalAgentId: 'mos',
+        bindingId: 'operator-chat-policy',
+        connectorId: 'pi-worker-a',
+        requestedScopes: ['runtime.send'],
+      }),
+    );
+
+    await service.issueGrant(
+      { lease: aliasedLease, scopes: [' Runtime.Send '], ttlMs: 1_000 },
+      { ...context, correlationId: 'correlation-policy-grant' },
+    );
+    expect(authorize).toHaveBeenLastCalledWith(
+      expect.objectContaining({
+        action: 'grant.issue',
+        logicalAgentId: 'mos',
+        bindingId: 'operator-chat-policy',
+        connectorId: 'pi-worker-a',
+        requestedScopes: ['runtime.send'],
+      }),
+    );
+
+    await service.release(aliasedLease, {
+      ...context,
+      correlationId: 'correlation-policy-release',
+    });
+    expect(authorize).toHaveBeenLastCalledWith(
+      expect.objectContaining({
+        action: 'lease.release',
+        logicalAgentId: 'mos',
+        bindingId: 'operator-chat-policy',
+        connectorId: 'pi-worker-a',
+        requestedScopes: ['runtime.send'],
+      }),
+    );
+  });
+
+  it('denies stale, forged, expired, cross-tenant, and cross-binding grants before effects', async (): Promise<void> => {
+    const bindingId = 'operator-chat-denials';
+    const current = await service.acquire(
+      {
+        logicalAgentId: 'mos',
+        bindingId,
+        connectorId: 'pi-worker-a',
+        scopes: ['runtime.send'],
+        ttlMs: 60_000,
+      },
+      { ...context, correlationId: 'correlation-denial-setup' },
+    );
+    const stale = await service.issueGrant(
+      { lease: current, scopes: ['runtime.send'], ttlMs: 30_000 },
+      { ...context, correlationId: 'correlation-stale' },
+    );
+    await service.takeover(
+      {
+        logicalAgentId: 'mos',
+        bindingId,
+        connectorId: 'pi-worker-b',
+        scopes: ['runtime.send'],
+        ttlMs: 60_000,
+        expectedEpoch: current.leaseEpoch,
+      },
+      { ...context, correlationId: 'correlation-takeover' },
+    );
+    const adapter = { execute: vi.fn().mockResolvedValue(undefined) };
+
+    await expect(service.executeGrant(stale, 'runtime.send', undefined, adapter)).rejects.toThrow();
+
+    const active = await service.current('mos', bindingId, context);
+    if (!active) throw new Error('active lease fixture is unavailable');
+    const grant = await service.issueGrant(
+      { lease: active, scopes: ['runtime.send'], ttlMs: 1_000 },
+      { ...context, correlationId: 'correlation-active' },
+    );
+    await expect(
+      service.executeGrant({ ...grant }, 'runtime.send', undefined, adapter),
+    ).rejects.toThrow();
+    await expect(
+      service.executeGrant(
+        { ...grant, bindingId: 'other-binding' },
+        'runtime.send',
+        undefined,
+        adapter,
+      ),
+    ).rejects.toThrow();
+    await expect(
+      service.issueGrant(
+        { lease: active, scopes: ['runtime.send'], ttlMs: 30_000 },
+        {
+          actorScope: { userId: 'operator-b', tenantId: 'tenant-b' },
+          correlationId: 'correlation-cross-tenant',
+        },
+      ),
+    ).rejects.toThrow();
+    const crossTenantAudit = await handle.db
+      .select()
+      .from(connectorLeaseAuditLog)
+      .where(eq(connectorLeaseAuditLog.correlationId, 'correlation-cross-tenant'));
+    expect(crossTenantAudit).toHaveLength(1);
+    expect(crossTenantAudit[0]).toMatchObject({
+      tenantId: 'tenant-b',
+      logicalAgentId: 'untrusted',
+      bindingId: 'untrusted',
+      connectorId: 'untrusted',
+      reason: 'policy_denied',
+    });
+
+    vi.setSystemTime(new Date('2026-07-14T17:00:02.000Z'));
+    await expect(service.executeGrant(grant, 'runtime.send', undefined, adapter)).rejects.toThrow();
+    expect(adapter.execute).not.toHaveBeenCalled();
+  });
+
+  it('rejects submitted lifecycle scopes that differ from durable authority before policy or mutation', async (): Promise<void> => {
+    authorize.mockResolvedValue(true);
+    const heartbeatLease = await service.acquire(
+      {
+        logicalAgentId: 'mos',
+        bindingId: 'operator-chat-heartbeat-scope',
+        connectorId: 'pi-worker-a',
+        scopes: ['runtime.send'],
+        ttlMs: 60_000,
+      },
+      { ...context, correlationId: 'correlation-heartbeat-scope-setup' },
+    );
+    const releaseLease = await service.acquire(
+      {
+        logicalAgentId: 'mos',
+        bindingId: 'operator-chat-release-scope',
+        connectorId: 'pi-worker-a',
+        scopes: ['runtime.send'],
+        ttlMs: 60_000,
+      },
+      { ...context, correlationId: 'correlation-release-scope-setup' },
+    );
+    const forgedHeartbeat = { ...heartbeatLease, scopes: ['tool.execute'] };
+    const forgedRelease = { ...releaseLease, scopes: ['tool.execute'] };
+
+    authorize.mockImplementation(async (subject: ConnectorLeasePolicySubject) => {
+      return subject.requestedScopes.length === 1 && subject.requestedScopes[0] === 'tool.execute';
+    });
+    authorize.mockClear();
+
+    await expect(
+      service.heartbeat(forgedHeartbeat, 30_000, {
+        ...context,
+        correlationId: 'correlation-heartbeat-scope-forgery',
+      }),
+    ).rejects.toThrow('Connector authority policy denied');
+    await expect(
+      service.release(forgedRelease, {
+        ...context,
+        correlationId: 'correlation-release-scope-forgery',
+      }),
+    ).rejects.toThrow('Connector authority policy denied');
+    expect(authorize).not.toHaveBeenCalled();
+
+    const currentHeartbeat = await repository.findCurrent({
+      identity: heartbeatLease.identity,
+      bindingId: heartbeatLease.bindingId,
+    });
+    const currentRelease = await repository.findCurrent({
+      identity: releaseLease.identity,
+      bindingId: releaseLease.bindingId,
+    });
+    expect(currentHeartbeat).toMatchObject({
+      leaseId: heartbeatLease.leaseId,
+      scopes: ['runtime.send'],
+      heartbeatAt: heartbeatLease.heartbeatAt,
+      expiresAt: heartbeatLease.expiresAt,
+    });
+    expect(currentRelease).toMatchObject({
+      leaseId: releaseLease.leaseId,
+      scopes: ['runtime.send'],
+    });
+    expect(currentRelease?.releasedAt).toBeUndefined();
+
+    const forgedAudits = await handle.db
+      .select()
+      .from(connectorLeaseAuditLog)
+      .where(eq(connectorLeaseAuditLog.correlationId, 'correlation-heartbeat-scope-forgery'));
+    expect(forgedAudits).toHaveLength(1);
+    expect(forgedAudits[0]).toMatchObject({
+      bindingId: heartbeatLease.bindingId,
+      connectorId: heartbeatLease.connectorId,
+      event: 'reject',
+      outcome: 'denied',
+      reason: 'policy_denied',
+    });
+    const forgedReleaseAudits = await handle.db
+      .select()
+      .from(connectorLeaseAuditLog)
+      .where(eq(connectorLeaseAuditLog.correlationId, 'correlation-release-scope-forgery'));
+    expect(forgedReleaseAudits).toHaveLength(1);
+    expect(forgedReleaseAudits[0]).toMatchObject({
+      bindingId: releaseLease.bindingId,
+      connectorId: releaseLease.connectorId,
+      event: 'reject',
+      outcome: 'denied',
+      reason: 'policy_denied',
+    });
+
+    authorize.mockImplementation(async (subject: ConnectorLeasePolicySubject) => {
+      return subject.requestedScopes.length === 1 && subject.requestedScopes[0] === 'runtime.send';
+    });
+    await expect(
+      service.heartbeat(heartbeatLease, 30_000, {
+        ...context,
+        correlationId: 'correlation-heartbeat-scope-canonical',
+      }),
+    ).resolves.toMatchObject({ scopes: ['runtime.send'] });
+    await expect(
+      service.release(releaseLease, {
+        ...context,
+        correlationId: 'correlation-release-scope-canonical',
+      }),
+    ).resolves.toBeUndefined();
+  });
+});

apps/gateway/src/agent/connector-lease.postgres.integration.test.ts

@@ -0,0 +1,76 @@
+import { randomUUID } from 'node:crypto';
+import { afterAll, beforeAll, describe, expect, it } from 'vitest';
+import {
+  connectorLeaseAuditLog,
+  createDb,
+  eq,
+  logicalAgentConnectorLeases,
+  type DbHandle,
+} from '@mosaicstack/db';
+import { ConnectorLeaseCoordinator } from '@mosaicstack/agent';
+import { ConnectorLeaseRepository } from './connector-lease.repository.js';
+
+const hasPostgres = Boolean(process.env['DATABASE_URL']);
+const tenantId = `lease-test-${randomUUID()}`;
+const identity = { tenantId, logicalAgentId: 'mos' } as const;
+
+describe.skipIf(!hasPostgres)('ConnectorLeaseRepository real PostgreSQL integration', (): void => {
+  let handle: DbHandle;
+
+  beforeAll((): void => {
+    handle = createDb(process.env['DATABASE_URL']);
+  });
+
+  afterAll(async (): Promise<void> => {
+    if (!handle) return;
+    await handle.db
+      .delete(connectorLeaseAuditLog)
+      .where(eq(connectorLeaseAuditLog.tenantId, tenantId));
+    await handle.db
+      .delete(logicalAgentConnectorLeases)
+      .where(eq(logicalAgentConnectorLeases.tenantId, tenantId));
+    await handle.close();
+  });
+
+  it('preserves the exclusive CAS fence across a real pool close/reopen', async (): Promise<void> => {
+    const command = {
+      identity,
+      bindingId: 'operator-chat',
+      scopes: ['runtime.send'],
+      ttlMs: 60_000,
+    } as const;
+    const firstCoordinator = new ConnectorLeaseCoordinator(new ConnectorLeaseRepository(handle.db));
+    const contenders = await Promise.allSettled([
+      firstCoordinator.acquire({
+        ...command,
+        connectorId: 'connector-a',
+        correlationId: 'postgres-acquire-a',
+      }),
+      firstCoordinator.acquire({
+        ...command,
+        connectorId: 'connector-b',
+        correlationId: 'postgres-acquire-b',
+      }),
+    ]);
+    const acquired = contenders.find((result) => result.status === 'fulfilled');
+    if (!acquired || acquired.status !== 'fulfilled') throw new Error('no lease contender won');
+    expect(contenders.filter((result) => result.status === 'fulfilled')).toHaveLength(1);
+
+    await handle.close();
+    handle = createDb(process.env['DATABASE_URL']);
+    const reopened = new ConnectorLeaseCoordinator(new ConnectorLeaseRepository(handle.db));
+    const persisted = await reopened.current({ identity, bindingId: 'operator-chat' });
+    expect(persisted).toMatchObject({
+      leaseId: acquired.value.leaseId,
+      leaseEpoch: '1',
+    });
+
+    const takeover = await reopened.takeover({
+      ...command,
+      connectorId: 'connector-c',
+      correlationId: 'postgres-takeover',
+      expectedEpoch: acquired.value.leaseEpoch,
+    });
+    expect(takeover).toMatchObject({ connectorId: 'connector-c', leaseEpoch: '2' });
+  });
+});

apps/gateway/src/agent/connector-lease.repository.test.ts

@@ -0,0 +1,149 @@
+import { mkdtemp, rm } from 'node:fs/promises';
+import { tmpdir } from 'node:os';
+import { join } from 'node:path';
+import { afterEach, beforeEach, describe, expect, it } from 'vitest';
+import {
+  connectorLeaseAuditLog,
+  createPgliteDb,
+  eq,
+  runPgliteMigrations,
+  type DbHandle,
+} from '@mosaicstack/db';
+import { ConnectorLeaseCoordinator, ConnectorLeaseError } from '@mosaicstack/agent';
+import { ConnectorLeaseRepository } from './connector-lease.repository.js';
+
+const identity = { tenantId: 'tenant-a', logicalAgentId: 'mos' } as const;
+
+function acquireCommand(connectorId: string, correlationId: string) {
+  return {
+    identity,
+    bindingId: 'operator-chat',
+    connectorId,
+    scopes: ['runtime.send', 'tool.execute'],
+    ttlMs: 60_000,
+    correlationId,
+  };
+}
+
+describe('ConnectorLeaseRepository PostgreSQL semantics', (): void => {
+  let dataDir: string;
+  let handle: DbHandle;
+  let now: Date;
+  let coordinator: ConnectorLeaseCoordinator;
+
+  beforeEach(async (): Promise<void> => {
+    dataDir = await mkdtemp(join(tmpdir(), 'mosaic-connector-lease-'));
+    handle = createPgliteDb(dataDir);
+    await runPgliteMigrations(handle);
+    now = new Date('2026-07-14T17:00:00.000Z');
+    coordinator = new ConnectorLeaseCoordinator(new ConnectorLeaseRepository(handle.db), {
+      now: (): Date => now,
+    });
+  });
+
+  afterEach(async (): Promise<void> => {
+    await handle.close();
+    await rm(dataDir, { recursive: true, force: true });
+  });
+
+  it('allows only one concurrent contender to acquire a binding', async (): Promise<void> => {
+    const outcomes = await Promise.allSettled([
+      coordinator.acquire(acquireCommand('connector-a', 'correlation-a')),
+      coordinator.acquire(acquireCommand('connector-b', 'correlation-b')),
+    ]);
+
+    expect(outcomes.filter((result) => result.status === 'fulfilled')).toHaveLength(1);
+    const rejected = outcomes.find((result) => result.status === 'rejected');
+    expect(rejected).toMatchObject({
+      reason: { code: 'lease_held' } satisfies Partial<ConnectorLeaseError>,
+    });
+  });
+
+  it('uses compare-and-swap takeover and increments the fencing epoch monotonically', async (): Promise<void> => {
+    const acquired = await coordinator.acquire(acquireCommand('connector-a', 'correlation-a'));
+    const results = await Promise.allSettled([
+      coordinator.takeover({
+        ...acquireCommand('connector-b', 'correlation-b'),
+        expectedEpoch: acquired.leaseEpoch,
+      }),
+      coordinator.takeover({
+        ...acquireCommand('connector-c', 'correlation-c'),
+        expectedEpoch: acquired.leaseEpoch,
+      }),
+    ]);
+    const winner = results.find((result) => result.status === 'fulfilled');
+
+    expect(results.filter((result) => result.status === 'fulfilled')).toHaveLength(1);
+    expect(winner?.status === 'fulfilled' ? winner.value.leaseEpoch : null).toBe('2');
+    expect(results.find((result) => result.status === 'rejected')).toMatchObject({
+      reason: { code: 'cas_mismatch' } satisfies Partial<ConnectorLeaseError>,
+    });
+  });
+
+  it('heartbeats and releases only the current connector epoch', async (): Promise<void> => {
+    const acquired = await coordinator.acquire(acquireCommand('connector-a', 'correlation-a'));
+    now = new Date('2026-07-14T17:00:30.000Z');
+    const renewed = await coordinator.heartbeat({
+      lease: acquired,
+      ttlMs: 120_000,
+      correlationId: 'correlation-renew',
+    });
+    expect(renewed.expiresAt).toBe('2026-07-14T17:02:30.000Z');
+
+    await coordinator.release({ lease: renewed, correlationId: 'correlation-release' });
+    await expect(
+      coordinator.heartbeat({
+        lease: renewed,
+        ttlMs: 120_000,
+        correlationId: 'correlation-stale',
+      }),
+    ).rejects.toMatchObject({ code: 'lease_released' } satisfies Partial<ConnectorLeaseError>);
+  });
+
+  it('survives close/reopen and requires CAS takeover to recover an expired lease', async (): Promise<void> => {
+    const acquired = await coordinator.acquire(acquireCommand('connector-a', 'correlation-a'));
+    await handle.close();
+
+    now = new Date('2026-07-14T17:02:00.000Z');
+    handle = createPgliteDb(dataDir);
+    await runPgliteMigrations(handle);
+    coordinator = new ConnectorLeaseCoordinator(new ConnectorLeaseRepository(handle.db), {
+      now: (): Date => now,
+    });
+
+    await expect(
+      coordinator.acquire(acquireCommand('connector-b', 'correlation-plain-acquire')),
+    ).rejects.toMatchObject({ code: 'takeover_required' } satisfies Partial<ConnectorLeaseError>);
+    const recovered = await coordinator.takeover({
+      ...acquireCommand('connector-b', 'correlation-takeover'),
+      expectedEpoch: acquired.leaseEpoch,
+    });
+    expect(recovered).toMatchObject({ connectorId: 'connector-b', leaseEpoch: '2' });
+  });
+
+  it('writes credential-safe lifecycle and rejection audit records', async (): Promise<void> => {
+    const acquired = await coordinator.acquire(acquireCommand('connector-a', 'correlation-a'));
+    await coordinator.heartbeat({
+      lease: acquired,
+      ttlMs: 60_000,
+      correlationId: 'correlation-renew',
+    });
+    await expect(
+      coordinator.acquire(acquireCommand('connector-b', 'correlation-reject')),
+    ).rejects.toBeInstanceOf(ConnectorLeaseError);
+
+    const rows = await handle.db
+      .select()
+      .from(connectorLeaseAuditLog)
+      .where(eq(connectorLeaseAuditLog.tenantId, identity.tenantId));
+    expect(rows.map((row) => row.event)).toEqual(
+      expect.arrayContaining(['acquire', 'renew', 'reject']),
+    );
+    const serialized = JSON.stringify(rows, (_key: string, value: unknown): unknown =>
+      typeof value === 'bigint' ? value.toString(10) : value,
+    );
+    expect(serialized).not.toContain('tool.execute');
+    expect(serialized).not.toContain('runtime.send');
+    expect(serialized).not.toMatch(/token|secret|credential/i);
+  });
+});

apps/gateway/src/agent/connector-lease.repository.ts

@@ -0,0 +1,354 @@
+import { Inject, Injectable } from '@nestjs/common';
+import {
+  and,
+  connectorLeaseAuditLog,
+  eq,
+  gt,
+  isNull,
+  logicalAgentConnectorLeases,
+  sql,
+  type Db,
+} from '@mosaicstack/db';
+import { ConnectorLeaseError } from '@mosaicstack/agent';
+import type {
+  ConnectorLease,
+  ConnectorLeaseAcquireMutation,
+  ConnectorLeaseAuditEvent,
+  ConnectorLeaseHeartbeatMutation,
+  ConnectorLeaseRejectReason,
+  ConnectorLeaseReleaseMutation,
+  ConnectorLeaseStore,
+  ConnectorLeaseTakeoverMutation,
+  LogicalAgentBinding,
+} from '@mosaicstack/types';
+import { DB } from '../database/database.module.js';
+
+interface SuccessfulMutation {
+  readonly ok: true;
+  readonly lease: ConnectorLease;
+}
+
+interface FailedMutation {
+  readonly ok: false;
+  readonly reason: ConnectorLeaseRejectReason;
+}
+
+type MutationResult = SuccessfulMutation | FailedMutation;
+
+@Injectable()
+export class ConnectorLeaseRepository implements ConnectorLeaseStore {
+  constructor(@Inject(DB) private readonly db: Db) {}
+
+  async acquire(input: ConnectorLeaseAcquireMutation): Promise<ConnectorLease> {
+    const result: MutationResult = await this.db.transaction(
+      async (tx): Promise<MutationResult> => {
+        const inserted = await tx
+          .insert(logicalAgentConnectorLeases)
+          .values({
+            leaseId: input.leaseId,
+            tenantId: input.identity.tenantId,
+            logicalAgentId: input.identity.logicalAgentId,
+            bindingId: input.bindingId,
+            connectorId: input.connectorId,
+            scopes: [...input.scopes],
+            leaseEpoch: 1n,
+            acquiredAt: new Date(input.now),
+            heartbeatAt: new Date(input.now),
+            expiresAt: new Date(input.expiresAt),
+            updatedAt: new Date(input.now),
+          })
+          .onConflictDoNothing()
+          .returning();
+        const row = inserted[0];
+        if (row) {
+          const lease = toLease(row);
+          await insertAudit(tx, lifecycleAudit(input, lease, 'acquire'));
+          return { ok: true, lease };
+        }
+
+        const current = await findRow(tx, input);
+        if (current && current.expiresAt <= new Date(input.now) && !current.releasedAt) {
+          await insertAudit(tx, lifecycleAudit(input, toLease(current), 'expiry'));
+        }
+        const reason: ConnectorLeaseRejectReason =
+          current && (current.releasedAt || current.expiresAt <= new Date(input.now))
+            ? 'takeover_required'
+            : 'lease_held';
+        await insertAudit(tx, rejectionAudit(input, current ? toLease(current) : null, reason));
+        return { ok: false, reason };
+      },
+    );
+    return unwrap(result);
+  }
+
+  async takeover(input: ConnectorLeaseTakeoverMutation): Promise<ConnectorLease> {
+    const result: MutationResult = await this.db.transaction(
+      async (tx): Promise<MutationResult> => {
+        const current = await findRow(tx, input);
+        if (!current || current.leaseEpoch.toString(10) !== input.expectedEpoch) {
+          await insertAudit(
+            tx,
+            rejectionAudit(input, current ? toLease(current) : null, 'cas_mismatch'),
+          );
+          return { ok: false, reason: 'cas_mismatch' };
+        }
+        if (current.expiresAt <= new Date(input.now) && !current.releasedAt) {
+          await insertAudit(tx, lifecycleAudit(input, toLease(current), 'expiry'));
+        }
+        const updated = await tx
+          .update(logicalAgentConnectorLeases)
+          .set({
+            leaseId: input.leaseId,
+            connectorId: input.connectorId,
+            scopes: [...input.scopes],
+            leaseEpoch: sql`${logicalAgentConnectorLeases.leaseEpoch} + 1`,
+            acquiredAt: new Date(input.now),
+            heartbeatAt: new Date(input.now),
+            expiresAt: new Date(input.expiresAt),
+            releasedAt: null,
+            updatedAt: new Date(input.now),
+          })
+          .where(
+            and(
+              bindingPredicate(input),
+              eq(logicalAgentConnectorLeases.leaseId, current.leaseId),
+              eq(logicalAgentConnectorLeases.leaseEpoch, BigInt(input.expectedEpoch)),
+            ),
+          )
+          .returning();
+        const row = updated[0];
+        if (!row) {
+          await insertAudit(tx, rejectionAudit(input, toLease(current), 'cas_mismatch'));
+          return { ok: false, reason: 'cas_mismatch' };
+        }
+        const lease = toLease(row);
+        await insertAudit(tx, lifecycleAudit(input, lease, 'takeover'));
+        return { ok: true, lease };
+      },
+    );
+    return unwrap(result);
+  }
+
+  async heartbeat(input: ConnectorLeaseHeartbeatMutation): Promise<ConnectorLease> {
+    const result: MutationResult = await this.db.transaction(
+      async (tx): Promise<MutationResult> => {
+        const updated = await tx
+          .update(logicalAgentConnectorLeases)
+          .set({
+            heartbeatAt: new Date(input.now),
+            expiresAt: new Date(input.expiresAt),
+            updatedAt: new Date(input.now),
+          })
+          .where(
+            and(
+              bindingPredicate(input.lease),
+              eq(logicalAgentConnectorLeases.leaseId, input.lease.leaseId),
+              eq(logicalAgentConnectorLeases.connectorId, input.lease.connectorId),
+              eq(logicalAgentConnectorLeases.leaseEpoch, BigInt(input.lease.leaseEpoch)),
+              isNull(logicalAgentConnectorLeases.releasedAt),
+              gt(logicalAgentConnectorLeases.expiresAt, new Date(input.now)),
+            ),
+          )
+          .returning();
+        const row = updated[0];
+        if (row) {
+          const lease = toLease(row);
+          await insertAudit(tx, lifecycleAudit(input, lease, 'renew'));
+          return { ok: true, lease };
+        }
+        const current = await findRow(tx, input.lease);
+        const reason = classifyAuthorityFailure(
+          current ? toLease(current) : null,
+          input.lease,
+          input.now,
+        );
+        if (reason === 'lease_expired' && current) {
+          await insertAudit(tx, lifecycleAudit(input, toLease(current), 'expiry'));
+        }
+        await insertAudit(
+          tx,
+          rejectionAudit(
+            { ...input.lease, correlationId: input.correlationId, now: input.now },
+            current ? toLease(current) : null,
+            reason,
+          ),
+        );
+        return { ok: false, reason };
+      },
+    );
+    return unwrap(result);
+  }
+
+  async release(input: ConnectorLeaseReleaseMutation): Promise<void> {
+    const result: MutationResult = await this.db.transaction(
+      async (tx): Promise<MutationResult> => {
+        const updated = await tx
+          .update(logicalAgentConnectorLeases)
+          .set({
+            releasedAt: new Date(input.now),
+            expiresAt: new Date(input.now),
+            updatedAt: new Date(input.now),
+          })
+          .where(
+            and(
+              bindingPredicate(input.lease),
+              eq(logicalAgentConnectorLeases.leaseId, input.lease.leaseId),
+              eq(logicalAgentConnectorLeases.connectorId, input.lease.connectorId),
+              eq(logicalAgentConnectorLeases.leaseEpoch, BigInt(input.lease.leaseEpoch)),
+              isNull(logicalAgentConnectorLeases.releasedAt),
+              gt(logicalAgentConnectorLeases.expiresAt, new Date(input.now)),
+            ),
+          )
+          .returning();
+        const row = updated[0];
+        if (row) {
+          const lease = toLease(row);
+          await insertAudit(tx, lifecycleAudit(input, lease, 'release'));
+          return { ok: true, lease };
+        }
+        const current = await findRow(tx, input.lease);
+        const reason = classifyAuthorityFailure(
+          current ? toLease(current) : null,
+          input.lease,
+          input.now,
+        );
+        if (reason === 'lease_expired' && current) {
+          await insertAudit(tx, lifecycleAudit(input, toLease(current), 'expiry'));
+        }
+        await insertAudit(
+          tx,
+          rejectionAudit(
+            { ...input.lease, correlationId: input.correlationId, now: input.now },
+            current ? toLease(current) : null,
+            reason,
+          ),
+        );
+        return { ok: false, reason };
+      },
+    );
+    unwrap(result);
+  }
+
+  async findCurrent(binding: LogicalAgentBinding): Promise<ConnectorLease | null> {
+    const row = await findRow(this.db, binding);
+    return row ? toLease(row) : null;
+  }
+
+  async recordAudit(event: ConnectorLeaseAuditEvent): Promise<void> {
+    await insertAudit(this.db, event);
+  }
+}
+
+function unwrap(result: MutationResult): ConnectorLease {
+  if (!result.ok) throw new ConnectorLeaseError(result.reason, safeErrorMessage(result.reason));
+  return result.lease;
+}
+
+function safeErrorMessage(reason: ConnectorLeaseRejectReason): string {
+  return `Connector lease mutation denied: ${reason}`;
+}
+
+function bindingPredicate(binding: LogicalAgentBinding) {
+  return and(
+    eq(logicalAgentConnectorLeases.tenantId, binding.identity.tenantId),
+    eq(logicalAgentConnectorLeases.logicalAgentId, binding.identity.logicalAgentId),
+    eq(logicalAgentConnectorLeases.bindingId, binding.bindingId),
+  );
+}
+
+async function findRow(
+  db: Pick<Db, 'select'>,
+  binding: LogicalAgentBinding,
+): Promise<typeof logicalAgentConnectorLeases.$inferSelect | null> {
+  const rows = await db
+    .select()
+    .from(logicalAgentConnectorLeases)
+    .where(bindingPredicate(binding))
+    .limit(1);
+  return rows[0] ?? null;
+}
+
+function toLease(row: typeof logicalAgentConnectorLeases.$inferSelect): ConnectorLease {
+  return Object.freeze({
+    identity: Object.freeze({ tenantId: row.tenantId, logicalAgentId: row.logicalAgentId }),
+    bindingId: row.bindingId,
+    leaseId: row.leaseId,
+    connectorId: row.connectorId,
+    scopes: Object.freeze([...row.scopes]),
+    leaseEpoch: row.leaseEpoch.toString(10),
+    acquiredAt: row.acquiredAt.toISOString(),
+    heartbeatAt: row.heartbeatAt.toISOString(),
+    expiresAt: row.expiresAt.toISOString(),
+    ...(row.releasedAt ? { releasedAt: row.releasedAt.toISOString() } : {}),
+  });
+}
+
+function classifyAuthorityFailure(
+  current: ConnectorLease | null,
+  claimed: ConnectorLease,
+  now: string,
+): ConnectorLeaseRejectReason {
+  if (!current) return 'lease_missing';
+  if (current.releasedAt) return 'lease_released';
+  if (new Date(current.expiresAt) <= new Date(now)) return 'lease_expired';
+  if (current.leaseEpoch !== claimed.leaseEpoch) return 'stale_epoch';
+  return 'connector_mismatch';
+}
+
+function lifecycleAudit(
+  input: { readonly correlationId: string; readonly now: string },
+  lease: ConnectorLease,
+  event: Exclude<ConnectorLeaseAuditEvent['event'], 'reject'>,
+): ConnectorLeaseAuditEvent {
+  return {
+    identity: lease.identity,
+    bindingId: lease.bindingId,
+    connectorId: lease.connectorId,
+    leaseId: lease.leaseId,
+    leaseEpoch: lease.leaseEpoch,
+    event,
+    outcome: 'succeeded',
+    correlationId: input.correlationId,
+    occurredAt: input.now,
+  };
+}
+
+function rejectionAudit(
+  input: {
+    readonly identity: ConnectorLease['identity'];
+    readonly bindingId: string;
+    readonly connectorId: string;
+    readonly correlationId: string;
+    readonly now: string;
+  },
+  current: ConnectorLease | null,
+  reason: ConnectorLeaseRejectReason,
+): ConnectorLeaseAuditEvent {
+  return {
+    identity: input.identity,
+    bindingId: input.bindingId,
+    connectorId: input.connectorId,
+    event: 'reject',
+    outcome: 'denied',
+    correlationId: input.correlationId,
+    occurredAt: input.now,
+    ...(current ? { leaseId: current.leaseId, leaseEpoch: current.leaseEpoch } : {}),
+    reason,
+  };
+}
+
+async function insertAudit(db: Pick<Db, 'insert'>, event: ConnectorLeaseAuditEvent): Promise<void> {
+  await db.insert(connectorLeaseAuditLog).values({
+    tenantId: event.identity.tenantId,
+    logicalAgentId: event.identity.logicalAgentId,
+    bindingId: event.bindingId,
+    connectorId: event.connectorId,
+    ...(event.leaseId ? { leaseId: event.leaseId } : {}),
+    ...(event.leaseEpoch ? { leaseEpoch: BigInt(event.leaseEpoch) } : {}),
+    event: event.event,
+    outcome: event.outcome,
+    ...(event.reason ? { reason: event.reason } : {}),
+    correlationId: event.correlationId,
+    occurredAt: new Date(event.occurredAt),
+  });
+}

apps/gateway/src/agent/connector-lease.service.ts

@@ -0,0 +1,285 @@
+import { ForbiddenException, Inject, Injectable } from '@nestjs/common';
+import { ConnectorLeaseCoordinator, normalizeConnectorLease } from '@mosaicstack/agent';
+import {
+  normalizeConnectorId,
+  normalizeConnectorScopes,
+  normalizeCorrelationId,
+  normalizeLogicalAgentIdentity,
+  normalizeLogicalBindingId,
+  type AcquireConnectorLeaseInput,
+  type ConnectorExecutionGrant,
+  type ConnectorLease,
+  type ConnectorLeaseAuditEvent,
+  type FencedConnectorAdapter,
+} from '@mosaicstack/types';
+import type { ActorTenantScope } from '../auth/session-scope.js';
+import { ConnectorLeaseRepository } from './connector-lease.repository.js';
+
+export const CONNECTOR_LEASE_POLICY = Symbol('CONNECTOR_LEASE_POLICY');
+
+export type ConnectorLeasePolicyAction =
+  | 'lease.acquire'
+  | 'lease.takeover'
+  | 'lease.heartbeat'
+  | 'lease.release'
+  | 'lease.read'
+  | 'grant.issue';
+
+export interface ConnectorLeaseRequestContext {
+  readonly actorScope: ActorTenantScope;
+  readonly correlationId: string;
+}
+
+export interface GatewayConnectorLeaseRequest {
+  readonly logicalAgentId: string;
+  readonly bindingId: string;
+  readonly connectorId: string;
+  readonly scopes: readonly string[];
+  readonly ttlMs: number;
+}
+
+export interface GatewayConnectorLeaseTakeoverRequest extends GatewayConnectorLeaseRequest {
+  readonly expectedEpoch: string;
+}
+
+export interface GatewayConnectorGrantRequest {
+  readonly lease: ConnectorLease;
+  readonly scopes: readonly string[];
+  readonly ttlMs: number;
+}
+
+export interface ConnectorLeasePolicySubject {
+  readonly action: ConnectorLeasePolicyAction;
+  readonly actorId: string;
+  readonly tenantId: string;
+  readonly logicalAgentId: string;
+  readonly bindingId: string;
+  readonly connectorId: string;
+  readonly requestedScopes: readonly string[];
+  readonly requestedTtlMs: number | null;
+}
+
+export interface ConnectorLeasePolicy {
+  authorize(subject: ConnectorLeasePolicySubject): Promise<boolean>;
+}
+
+/** M1 has no concrete cutover policy: unconfigured production use fails closed. */
+@Injectable()
+export class DenyConnectorLeasePolicy implements ConnectorLeasePolicy {
+  async authorize(_subject: ConnectorLeasePolicySubject): Promise<boolean> {
+    return false;
+  }
+}
+
+/** Gateway-owned policy surface for durable connector authority and fenced effects. */
+@Injectable()
+export class ConnectorLeaseService {
+  private readonly coordinator: ConnectorLeaseCoordinator;
+
+  constructor(
+    @Inject(ConnectorLeaseRepository) private readonly repository: ConnectorLeaseRepository,
+    @Inject(CONNECTOR_LEASE_POLICY) private readonly policy: ConnectorLeasePolicy,
+  ) {
+    this.coordinator = new ConnectorLeaseCoordinator(repository);
+  }
+
+  async acquire(
+    request: GatewayConnectorLeaseRequest,
+    context: ConnectorLeaseRequestContext,
+  ): Promise<ConnectorLease> {
+    const command = this.command(request, context);
+    await this.assertPolicy('lease.acquire', command, context, command.scopes, command.ttlMs);
+    return this.coordinator.acquire({ ...command, correlationId: this.correlation(context) });
+  }
+
+  async takeover(
+    request: GatewayConnectorLeaseTakeoverRequest,
+    context: ConnectorLeaseRequestContext,
+  ): Promise<ConnectorLease> {
+    const command = this.command(request, context);
+    await this.assertPolicy('lease.takeover', command, context, command.scopes, command.ttlMs);
+    return this.coordinator.takeover({
+      ...command,
+      expectedEpoch: request.expectedEpoch,
+      correlationId: this.correlation(context),
+    });
+  }
+
+  async heartbeat(
+    lease: ConnectorLease,
+    ttlMs: number,
+    context: ConnectorLeaseRequestContext,
+  ): Promise<ConnectorLease> {
+    const normalizedLease = normalizeConnectorLease(lease);
+    const durableLease = await this.durableLifecycleLease(normalizedLease, context);
+    await this.assertPolicy('lease.heartbeat', durableLease, context, durableLease.scopes, ttlMs);
+    return this.coordinator.heartbeat({
+      lease: durableLease,
+      ttlMs,
+      correlationId: this.correlation(context),
+    });
+  }
+
+  async release(lease: ConnectorLease, context: ConnectorLeaseRequestContext): Promise<void> {
+    const normalizedLease = normalizeConnectorLease(lease);
+    const durableLease = await this.durableLifecycleLease(normalizedLease, context);
+    await this.assertPolicy('lease.release', durableLease, context, durableLease.scopes, null);
+    await this.coordinator.release({
+      lease: durableLease,
+      correlationId: this.correlation(context),
+    });
+  }
+
+  async current(
+    logicalAgentId: string,
+    bindingId: string,
+    context: ConnectorLeaseRequestContext,
+  ): Promise<ConnectorLease | null> {
+    const binding = {
+      identity: normalizeLogicalAgentIdentity({
+        tenantId: context.actorScope.tenantId,
+        logicalAgentId,
+      }),
+      bindingId: normalizeLogicalBindingId(bindingId),
+      connectorId: 'gateway',
+    };
+    await this.assertPolicy('lease.read', binding, context, [], null);
+    return this.coordinator.current(binding);
+  }
+
+  async issueGrant(
+    request: GatewayConnectorGrantRequest,
+    context: ConnectorLeaseRequestContext,
+  ): Promise<ConnectorExecutionGrant> {
+    const lease = normalizeConnectorLease(request.lease);
+    await this.assertTenant(lease, context);
+    const scopes = normalizeConnectorScopes(request.scopes);
+    await this.assertPolicy('grant.issue', lease, context, scopes, request.ttlMs);
+    return this.coordinator.issueGrant({
+      lease,
+      scopes,
+      ttlMs: request.ttlMs,
+      correlationId: this.correlation(context),
+    });
+  }
+
+  async executeGrant<TInput, TOutput>(
+    grant: ConnectorExecutionGrant,
+    requiredScope: string,
+    input: TInput,
+    adapter: FencedConnectorAdapter<TInput, TOutput>,
+  ): Promise<TOutput> {
+    return this.coordinator.executeGrant(grant, requiredScope, input, adapter);
+  }
+
+  private command(
+    request: GatewayConnectorLeaseRequest,
+    context: ConnectorLeaseRequestContext,
+  ): Omit<AcquireConnectorLeaseInput, 'correlationId'> {
+    return {
+      identity: normalizeLogicalAgentIdentity({
+        tenantId: context.actorScope.tenantId,
+        logicalAgentId: request.logicalAgentId,
+      }),
+      bindingId: normalizeLogicalBindingId(request.bindingId),
+      connectorId: normalizeConnectorId(request.connectorId),
+      scopes: normalizeConnectorScopes(request.scopes),
+      ttlMs: request.ttlMs,
+    };
+  }
+
+  private async assertTenant(
+    lease: Pick<ConnectorLease, 'identity' | 'bindingId' | 'connectorId'>,
+    context: ConnectorLeaseRequestContext,
+  ): Promise<void> {
+    if (lease.identity.tenantId !== context.actorScope.tenantId) {
+      await this.recordPolicyDenial(
+        {
+          identity: {
+            tenantId: context.actorScope.tenantId,
+            logicalAgentId: 'untrusted',
+          },
+          bindingId: 'untrusted',
+          connectorId: 'untrusted',
+        },
+        context,
+      );
+      throw new ForbiddenException('Connector authority tenant scope denied');
+    }
+  }
+
+  private async durableLifecycleLease(
+    submittedLease: ConnectorLease,
+    context: ConnectorLeaseRequestContext,
+  ): Promise<ConnectorLease> {
+    await this.assertTenant(submittedLease, context);
+    const durableLease = await this.coordinator.current(submittedLease);
+    if (!durableLease || !hasSameLifecycleAuthority(submittedLease, durableLease)) {
+      await this.recordPolicyDenial(durableLease ?? submittedLease, context);
+      throw new ForbiddenException('Connector authority policy denied');
+    }
+    return durableLease;
+  }
+
+  private async assertPolicy(
+    action: ConnectorLeasePolicyAction,
+    subject: Pick<ConnectorLease, 'identity' | 'bindingId' | 'connectorId'>,
+    context: ConnectorLeaseRequestContext,
+    requestedScopes: readonly string[],
+    requestedTtlMs: number | null,
+  ): Promise<void> {
+    const allowed = await this.policy.authorize({
+      action,
+      actorId: context.actorScope.userId,
+      tenantId: subject.identity.tenantId,
+      logicalAgentId: subject.identity.logicalAgentId,
+      bindingId: subject.bindingId,
+      connectorId: subject.connectorId,
+      requestedScopes: Object.freeze([...requestedScopes]),
+      requestedTtlMs,
+    });
+    if (!allowed) {
+      await this.recordPolicyDenial(subject, context);
+      throw new ForbiddenException('Connector authority policy denied');
+    }
+  }
+
+  private async recordPolicyDenial(
+    subject: Pick<ConnectorLease, 'identity' | 'bindingId' | 'connectorId'>,
+    context: ConnectorLeaseRequestContext,
+  ): Promise<void> {
+    const event: ConnectorLeaseAuditEvent = {
+      identity: subject.identity,
+      bindingId: subject.bindingId,
+      connectorId: subject.connectorId,
+      event: 'reject',
+      outcome: 'denied',
+      reason: 'policy_denied',
+      correlationId: this.correlation(context),
+      occurredAt: new Date().toISOString(),
+    };
+    await this.repository.recordAudit(event);
+  }
+
+  private correlation(context: ConnectorLeaseRequestContext): string {
+    return normalizeCorrelationId(context.correlationId);
+  }
+}
+
+function hasSameLifecycleAuthority(
+  submittedLease: ConnectorLease,
+  durableLease: ConnectorLease,
+): boolean {
+  return (
+    submittedLease.identity.tenantId === durableLease.identity.tenantId &&
+    submittedLease.identity.logicalAgentId === durableLease.identity.logicalAgentId &&
+    submittedLease.bindingId === durableLease.bindingId &&
+    submittedLease.leaseId === durableLease.leaseId &&
+    submittedLease.connectorId === durableLease.connectorId &&
+    submittedLease.leaseEpoch === durableLease.leaseEpoch &&
+    submittedLease.scopes.length === durableLease.scopes.length &&
+    submittedLease.scopes.every((scope: string, index: number): boolean => {
+      return scope === durableLease.scopes[index];
+    })
+  );
+}

apps/gateway/src/app.module.spec.ts

@@ -0,0 +1,624 @@
+import 'reflect-metadata';
+import { mkdtemp, mkdir, readFile, rm, writeFile } from 'node:fs/promises';
+import * as nodeOs from 'node:os';
+import { dirname, isAbsolute, join, relative, resolve } from 'node:path';
+import * as nodeUrl from 'node:url';
+import { MODULE_METADATA } from '@nestjs/common/constants.js';
+import { describe, expect, it, vi } from 'vitest';
+import type { MosaicConfig } from '@mosaicstack/config';
+
+interface ComposedModuleGraph {
+  imports: readonly unknown[];
+  federationModule: unknown;
+  bootLogLines: readonly string[];
+  mosaicConfig: MosaicConfig;
+  resolvedConfigPath: string;
+}
+
+type StorageTier = 'local' | 'standalone' | 'federated';
+
+interface ModuleGraphFixture {
+  tempRoot: string;
+  anchor: string;
+  homePath: string;
+  cwdPath: string;
+  monorepoRootEnvPath: string;
+  gatewayLocalEnvPath: string;
+  daemonEnvPath: string;
+  monorepoRootConfigPath: string;
+  gatewayLocalConfigPath: string;
+}
+
+interface ModuleGraphFixtureOptions {
+  rootEnvMode?: 'present' | 'absent';
+  rootTier?: StorageTier;
+  rootEnvContents?: string;
+  redactionMarker?: string;
+  gatewayLocalTier?: StorageTier;
+  gatewayLocalEnvContents?: string;
+  daemonEnvContents?: string;
+  inheritedTier?: StorageTier;
+  expectedProcessTier?: string;
+  setup?: (fixture: ModuleGraphFixture) => Promise<void>;
+}
+
+// Each case uses vi.resetModules() and re-imports the full gateway graph for distinct ambient FS/env; CI needs headroom, while this still guards genuine hangs.
+const MODULE_IMPORT_TIMEOUT_MS = 120_000;
+const MONOREPO_ROOT_DOTENV_LABEL = 'monorepo-root .env';
+const DAEMON_DOTENV_LABEL = 'daemon .env';
+
+function configJson(tier: StorageTier): string {
+  if (tier === 'local') {
+    return JSON.stringify({
+      tier,
+      storage: { type: 'pglite', dataDir: '.mosaic/storage-pglite' },
+      queue: { type: 'local', dataDir: '.mosaic/queue' },
+      memory: { type: 'keyword' },
+    });
+  }
+
+  return JSON.stringify({
+    tier,
+    storage: { type: 'postgres', url: 'postgresql://fixture.invalid/mosaic' },
+    queue: { type: 'bullmq' },
+    memory: { type: tier === 'federated' ? 'pgvector' : 'keyword' },
+  });
+}
+
+function snapshotProcessEnv(): Record<string, string | undefined> {
+  return { ...process.env };
+}
+
+function restoreProcessEnv(snapshot: Record<string, string | undefined>): void {
+  for (const key of Object.keys(process.env)) {
+    if (!(key in snapshot)) {
+      delete process.env[key];
+    }
+  }
+
+  for (const [key, value] of Object.entries(snapshot)) {
+    if (value === undefined) {
+      delete process.env[key];
+      continue;
+    }
+
+    process.env[key] = value;
+  }
+}
+
+function expectPathUnderTempRoot(path: string, tempRoot: string): void {
+  const relativePath = relative(tempRoot, path);
+  expect(relativePath === '' || (!relativePath.startsWith('..') && !isAbsolute(relativePath))).toBe(
+    true,
+  );
+}
+
+async function writeFixture(path: string, contents: string, tempRoot: string): Promise<void> {
+  expectPathUnderTempRoot(path, tempRoot);
+  await mkdir(dirname(path), { recursive: true });
+  await writeFile(path, contents, 'utf8');
+}
+
+interface ConfigModuleProvider {
+  provide: string;
+  useFactory: () => MosaicConfig;
+}
+
+function isConfigModuleProvider(value: unknown): value is ConfigModuleProvider {
+  if (typeof value !== 'object' || value === null) {
+    return false;
+  }
+
+  if (!('provide' in value) || typeof value.provide !== 'string') {
+    return false;
+  }
+
+  return 'useFactory' in value && typeof value.useFactory === 'function';
+}
+
+function singleBootLogLine(bootLogLines: readonly string[]): string {
+  expect(bootLogLines).toHaveLength(1);
+  const [bootLogLine] = bootLogLines;
+  if (bootLogLine === undefined) {
+    throw new Error('Expected a single boot log line');
+  }
+
+  return bootLogLine;
+}
+
+function expectBootLogLine(
+  bootLogLines: readonly string[],
+  tier: StorageTier,
+  source: string,
+): void {
+  const bootLogLine = singleBootLogLine(bootLogLines);
+
+  expect(bootLogLine).toContain(`storage tier=${tier}`);
+  expect(bootLogLine).toContain(`source=${source}`);
+}
+
+async function loadModuleGraphFromDotenv(
+  options: ModuleGraphFixtureOptions,
+): Promise<ComposedModuleGraph> {
+  const originalEnv = snapshotProcessEnv();
+  const tempRoot = await mkdtemp(join(nodeOs.tmpdir(), 'mosaic-gateway-module-'));
+  let consoleInfoSpy: ReturnType<typeof vi.spyOn> | undefined;
+  let cwdSpy: ReturnType<typeof vi.spyOn> | undefined;
+
+  try {
+    const anchor = join(tempRoot, 'anchored', 'apps', 'gateway', 'src');
+    const homePath = join(tempRoot, 'home');
+    const cwdPath = join(tempRoot, 'ambient', 'parent', 'cwd');
+    const fixture: ModuleGraphFixture = {
+      tempRoot,
+      anchor,
+      homePath,
+      cwdPath,
+      monorepoRootEnvPath: resolve(anchor, '../../..', '.env'),
+      gatewayLocalEnvPath: resolve(anchor, '..', '.env'),
+      daemonEnvPath: join(homePath, '.config', 'mosaic', 'gateway', '.env'),
+      monorepoRootConfigPath: resolve(anchor, '../../..', 'mosaic.config.json'),
+      gatewayLocalConfigPath: resolve(anchor, '..', 'mosaic.config.json'),
+    };
+    consoleInfoSpy = vi.spyOn(console, 'info').mockImplementation((): void => undefined);
+
+    for (const path of Object.values(fixture)) {
+      expectPathUnderTempRoot(path, tempRoot);
+    }
+
+    await mkdir(anchor, { recursive: true });
+    await mkdir(cwdPath, { recursive: true });
+
+    if ((options.rootEnvMode ?? 'present') === 'absent') {
+      if (
+        options.rootEnvContents !== undefined ||
+        options.rootTier !== undefined ||
+        options.redactionMarker !== undefined
+      ) {
+        throw new Error('Expected no root env fixture values when rootEnvMode is absent');
+      }
+    } else {
+      if (options.rootEnvContents === undefined && options.rootTier === undefined) {
+        throw new Error('Expected rootTier or rootEnvContents');
+      }
+
+      const rootFixture = options.rootEnvContents ?? `MOSAIC_STORAGE_TIER=${options.rootTier}\n`;
+      const rootFixtureWithMarker = options.redactionMarker
+        ? `${rootFixture}BETTER_AUTH_SECRET=${options.redactionMarker}\n`
+        : rootFixture;
+      await writeFixture(fixture.monorepoRootEnvPath, rootFixtureWithMarker, tempRoot);
+    }
+
+    if (options.daemonEnvContents !== undefined) {
+      await writeFixture(fixture.daemonEnvPath, options.daemonEnvContents, tempRoot);
+    }
+
+    if (options.gatewayLocalEnvContents !== undefined) {
+      await writeFixture(fixture.gatewayLocalEnvPath, options.gatewayLocalEnvContents, tempRoot);
+    } else if (options.gatewayLocalTier !== undefined) {
+      await writeFixture(
+        fixture.gatewayLocalEnvPath,
+        `MOSAIC_STORAGE_TIER=${options.gatewayLocalTier}\n`,
+        tempRoot,
+      );
+    }
+
+    process.env['HOME'] = homePath;
+    delete process.env['MOSAIC_STORAGE_TIER'];
+    delete process.env['DATABASE_URL'];
+    delete process.env['VALKEY_URL'];
+    delete process.env['MOSAIC_GATEWAY_HOME'];
+
+    await options.setup?.(fixture);
+
+    if (options.inheritedTier !== undefined) {
+      process.env['MOSAIC_STORAGE_TIER'] = options.inheritedTier;
+    }
+
+    vi.resetModules();
+    vi.doMock('node:os', () => ({ ...nodeOs, homedir: (): string => homePath }));
+    vi.doMock('node:url', () => ({
+      ...nodeUrl,
+      fileURLToPath: (url: string | URL): string => {
+        const actualPath = nodeUrl.fileURLToPath(url);
+        if (
+          actualPath.endsWith('/apps/gateway/src/env.ts') ||
+          actualPath.endsWith('/apps/gateway/src/env.js')
+        ) {
+          return join(anchor, 'env.ts');
+        }
+        return actualPath;
+      },
+    }));
+    cwdSpy = vi.spyOn(process, 'cwd').mockReturnValue(cwdPath);
+
+    if (options.inheritedTier === undefined) {
+      expect(process.env['MOSAIC_STORAGE_TIER']).toBeUndefined();
+    } else {
+      expect(process.env['MOSAIC_STORAGE_TIER']).toBe(options.inheritedTier);
+    }
+
+    const envModule = await import('./env.js');
+    expect(process.env['MOSAIC_STORAGE_TIER']).toBe(
+      options.expectedProcessTier ?? options.rootTier,
+    );
+
+    const { AppModule } = await import('./app.module.js');
+    const { FederationModule } = await import('./federation/federation.module.js');
+    const imports: unknown = Reflect.getMetadata(MODULE_METADATA.IMPORTS, AppModule);
+
+    if (!Array.isArray(imports)) {
+      throw new Error('AppModule imports metadata is not an array');
+    }
+
+    const { ConfigModule, MOSAIC_CONFIG } = await import('./config/config.module.js');
+    const providers: unknown = Reflect.getMetadata(MODULE_METADATA.PROVIDERS, ConfigModule);
+
+    if (!Array.isArray(providers)) {
+      throw new Error('ConfigModule providers metadata is not an array');
+    }
+
+    const configProvider = providers
+      .filter(isConfigModuleProvider)
+      .find((provider: ConfigModuleProvider): boolean => provider.provide === MOSAIC_CONFIG);
+
+    if (!configProvider) {
+      throw new Error('MOSAIC_CONFIG provider factory not found');
+    }
+
+    return {
+      imports,
+      federationModule: FederationModule,
+      bootLogLines: consoleInfoSpy.mock.calls.map((args: readonly unknown[]): string =>
+        args.map((value: unknown): string => String(value)).join(' '),
+      ),
+      mosaicConfig: configProvider.useFactory(),
+      resolvedConfigPath: envModule.resolveGatewayConfigPath(),
+    };
+  } finally {
+    cwdSpy?.mockRestore();
+    vi.doUnmock('node:url');
+    vi.doUnmock('node:os');
+    vi.resetModules();
+    consoleInfoSpy?.mockRestore();
+    restoreProcessEnv(originalEnv);
+    await rm(tempRoot, { recursive: true, force: true });
+  }
+}
+
+describe('AppModule federation gating', (): void => {
+  it('loads dotenv before tracing and AppModule evaluation', async (): Promise<void> => {
+    const mainSource = await readFile(new URL('./main.ts', import.meta.url), 'utf8');
+    const envImportIndex = mainSource.indexOf("import './env.js';");
+    const tracingImportIndex = mainSource.indexOf("import './tracing.js';");
+    const appModuleImportIndex = mainSource.indexOf("import { AppModule } from './app.module.js';");
+
+    expect(envImportIndex).toBeGreaterThan(-1);
+    expect(envImportIndex).toBeLessThan(tracingImportIndex);
+    expect(envImportIndex).toBeLessThan(appModuleImportIndex);
+  });
+
+  it(
+    'ignores ambient cwd/.env and cwd/../.env files',
+    async (): Promise<void> => {
+      const graph = await loadModuleGraphFromDotenv({
+        rootTier: 'local',
+        setup: async (fixture: ModuleGraphFixture): Promise<void> => {
+          await writeFixture(
+            join(fixture.cwdPath, '.env'),
+            'MOSAIC_STORAGE_TIER=federated\n',
+            fixture.tempRoot,
+          );
+          await writeFixture(
+            resolve(fixture.cwdPath, '..', '.env'),
+            'MOSAIC_STORAGE_TIER=federated\n',
+            fixture.tempRoot,
+          );
+        },
+      });
+
+      expect(graph.imports).not.toContain(graph.federationModule);
+      expectBootLogLine(graph.bootLogLines, 'local', MONOREPO_ROOT_DOTENV_LABEL);
+    },
+    MODULE_IMPORT_TIMEOUT_MS,
+  );
+
+  it(
+    'ignores an ambient cwd/mosaic.config.json federated config',
+    async (): Promise<void> => {
+      const graph = await loadModuleGraphFromDotenv({
+        rootTier: 'local',
+        setup: async (fixture: ModuleGraphFixture): Promise<void> => {
+          await writeFixture(
+            join(fixture.cwdPath, 'mosaic.config.json'),
+            configJson('federated'),
+            fixture.tempRoot,
+          );
+        },
+      });
+
+      expect(graph.imports).not.toContain(graph.federationModule);
+      expectBootLogLine(graph.bootLogLines, 'local', MONOREPO_ROOT_DOTENV_LABEL);
+    },
+    MODULE_IMPORT_TIMEOUT_MS,
+  );
+
+  it(
+    'ignores an ambient cwd/../../mosaic.config.json federated config',
+    async (): Promise<void> => {
+      const graph = await loadModuleGraphFromDotenv({
+        rootTier: 'local',
+        setup: async (fixture: ModuleGraphFixture): Promise<void> => {
+          await writeFixture(
+            resolve(fixture.cwdPath, '../..', 'mosaic.config.json'),
+            configJson('federated'),
+            fixture.tempRoot,
+          );
+        },
+      });
+
+      expect(graph.imports).not.toContain(graph.federationModule);
+      expectBootLogLine(graph.bootLogLines, 'local', MONOREPO_ROOT_DOTENV_LABEL);
+    },
+    MODULE_IMPORT_TIMEOUT_MS,
+  );
+
+  it(
+    'anchored gateway-local config wins monorepo-root config and registers FederationModule',
+    async (): Promise<void> => {
+      let gatewayLocalConfigPath = '';
+      const graph = await loadModuleGraphFromDotenv({
+        rootTier: 'local',
+        setup: async (fixture: ModuleGraphFixture): Promise<void> => {
+          gatewayLocalConfigPath = fixture.gatewayLocalConfigPath;
+          await writeFixture(
+            fixture.gatewayLocalConfigPath,
+            configJson('federated'),
+            fixture.tempRoot,
+          );
+          await writeFixture(fixture.monorepoRootConfigPath, configJson('local'), fixture.tempRoot);
+        },
+      });
+
+      expect(graph.resolvedConfigPath).toBe(gatewayLocalConfigPath);
+      expect(graph.mosaicConfig.tier).toBe('federated');
+      expect(graph.imports).toContain(graph.federationModule);
+      expectBootLogLine(graph.bootLogLines, 'federated', 'mosaic.config.json');
+    },
+    MODULE_IMPORT_TIMEOUT_MS,
+  );
+
+  it(
+    'resolves the daemon-installed GATEWAY_HOME/mosaic.config.json ahead of gateway-local and monorepo-root configs',
+    async (): Promise<void> => {
+      let daemonConfigPath = '';
+      const graph = await loadModuleGraphFromDotenv({
+        rootEnvMode: 'absent',
+        setup: async (fixture: ModuleGraphFixture): Promise<void> => {
+          const externalGatewayHome = join(fixture.tempRoot, 'external-gateway-home');
+          daemonConfigPath = join(externalGatewayHome, 'mosaic.config.json');
+          await writeFixture(daemonConfigPath, configJson('federated'), fixture.tempRoot);
+          await writeFixture(
+            fixture.gatewayLocalConfigPath,
+            configJson('standalone'),
+            fixture.tempRoot,
+          );
+          await writeFixture(fixture.monorepoRootConfigPath, configJson('local'), fixture.tempRoot);
+          process.env['MOSAIC_GATEWAY_HOME'] = externalGatewayHome;
+          process.env['DATABASE_URL'] = 'postgresql://fixture.invalid/mosaic';
+        },
+      });
+
+      expect(graph.resolvedConfigPath).toBe(daemonConfigPath);
+      expect(graph.mosaicConfig.tier).toBe('federated');
+      expect(graph.imports).toContain(graph.federationModule);
+      expectBootLogLine(graph.bootLogLines, 'federated', 'mosaic.config.json');
+    },
+    MODULE_IMPORT_TIMEOUT_MS,
+  );
+
+  it(
+    'logs mosaic.config.json when anchored config and env tiers are both federated',
+    async (): Promise<void> => {
+      const graph = await loadModuleGraphFromDotenv({
+        rootTier: 'federated',
+        setup: async (fixture: ModuleGraphFixture): Promise<void> => {
+          await writeFixture(
+            fixture.monorepoRootConfigPath,
+            configJson('federated'),
+            fixture.tempRoot,
+          );
+        },
+      });
+
+      expect(graph.imports).toContain(graph.federationModule);
+      expectBootLogLine(graph.bootLogLines, 'federated', 'mosaic.config.json');
+    },
+    MODULE_IMPORT_TIMEOUT_MS,
+  );
+
+  it(
+    'logs standalone from a monorepo-root .env DATABASE_URL fallback',
+    async (): Promise<void> => {
+      const graph = await loadModuleGraphFromDotenv({
+        rootEnvContents: 'DATABASE_URL=fixture-database-url\n',
+      });
+
+      expect(graph.imports).not.toContain(graph.federationModule);
+      expectBootLogLine(graph.bootLogLines, 'standalone', MONOREPO_ROOT_DOTENV_LABEL);
+    },
+    MODULE_IMPORT_TIMEOUT_MS,
+  );
+
+  it(
+    'attributes an invalid monorepo-root dotenv tier to the default',
+    async (): Promise<void> => {
+      const graph = await loadModuleGraphFromDotenv({
+        rootEnvContents: 'MOSAIC_STORAGE_TIER=invalid\n',
+        expectedProcessTier: 'invalid',
+      });
+
+      expect(graph.imports).not.toContain(graph.federationModule);
+      expectBootLogLine(graph.bootLogLines, 'local', 'default');
+    },
+    MODULE_IMPORT_TIMEOUT_MS,
+  );
+
+  it(
+    'attributes DATABASE_URL fallback to daemon .env ahead of inherited local tier',
+    async (): Promise<void> => {
+      const graph = await loadModuleGraphFromDotenv({
+        rootEnvMode: 'absent',
+        daemonEnvContents: 'DATABASE_URL=fixture-database-url\n',
+        inheritedTier: 'local',
+        expectedProcessTier: 'local',
+      });
+
+      expect(graph.imports).not.toContain(graph.federationModule);
+      expectBootLogLine(graph.bootLogLines, 'standalone', DAEMON_DOTENV_LABEL);
+    },
+    MODULE_IMPORT_TIMEOUT_MS,
+  );
+
+  it(
+    'daemon .env wins over monorepo-root and gateway-local tier values',
+    async (): Promise<void> => {
+      const graph = await loadModuleGraphFromDotenv({
+        rootTier: 'local',
+        gatewayLocalTier: 'federated',
+        daemonEnvContents: 'MOSAIC_STORAGE_TIER=standalone\n',
+        expectedProcessTier: 'standalone',
+      });
+
+      expect(graph.imports).not.toContain(graph.federationModule);
+      expectBootLogLine(graph.bootLogLines, 'standalone', DAEMON_DOTENV_LABEL);
+    },
+    MODULE_IMPORT_TIMEOUT_MS,
+  );
+
+  it(
+    'inherits process.env.MOSAIC_STORAGE_TIER over daemon, monorepo-root, and gateway-local dotenv values',
+    async (): Promise<void> => {
+      const graph = await loadModuleGraphFromDotenv({
+        rootTier: 'local',
+        gatewayLocalTier: 'federated',
+        daemonEnvContents: 'MOSAIC_STORAGE_TIER=federated\n',
+        inheritedTier: 'standalone',
+        expectedProcessTier: 'standalone',
+      });
+
+      expect(graph.imports).not.toContain(graph.federationModule);
+      expectBootLogLine(graph.bootLogLines, 'standalone', 'process environment');
+    },
+    MODULE_IMPORT_TIMEOUT_MS,
+  );
+
+  it(
+    'gateway-local .env configures the tier and source when the monorepo-root .env is absent',
+    async (): Promise<void> => {
+      const graph = await loadModuleGraphFromDotenv({
+        rootEnvMode: 'absent',
+        gatewayLocalTier: 'federated',
+        expectedProcessTier: 'federated',
+      });
+
+      expect(graph.imports).toContain(graph.federationModule);
+      expectBootLogLine(graph.bootLogLines, 'federated', 'gateway-local .env');
+    },
+    MODULE_IMPORT_TIMEOUT_MS,
+  );
+
+  it(
+    'monorepo-root .env wins over gateway-local tier values',
+    async (): Promise<void> => {
+      const graph = await loadModuleGraphFromDotenv({
+        rootTier: 'standalone',
+        gatewayLocalTier: 'federated',
+      });
+
+      expect(graph.imports).not.toContain(graph.federationModule);
+      expectBootLogLine(graph.bootLogLines, 'standalone', MONOREPO_ROOT_DOTENV_LABEL);
+    },
+    MODULE_IMPORT_TIMEOUT_MS,
+  );
+
+  it.each(['local', 'standalone'] as const)(
+    'does not register FederationModule for the %s tier',
+    async (tier): Promise<void> => {
+      const graph = await loadModuleGraphFromDotenv({ rootTier: tier });
+
+      expect(graph.imports).not.toContain(graph.federationModule);
+      expectBootLogLine(graph.bootLogLines, tier, MONOREPO_ROOT_DOTENV_LABEL);
+    },
+    MODULE_IMPORT_TIMEOUT_MS,
+  );
+
+  it(
+    'registers FederationModule when federated tier is supplied by the anchored monorepo root .env',
+    async (): Promise<void> => {
+      const redactionMarker = 'redaction-fixture-marker';
+      const graph = await loadModuleGraphFromDotenv({
+        rootTier: 'federated',
+        redactionMarker,
+      });
+
+      expect(graph.imports).toContain(graph.federationModule);
+      expectBootLogLine(graph.bootLogLines, 'federated', MONOREPO_ROOT_DOTENV_LABEL);
+      expect(singleBootLogLine(graph.bootLogLines)).not.toContain(redactionMarker);
+    },
+    MODULE_IMPORT_TIMEOUT_MS,
+  );
+
+  it(
+    'MOSAIC_CONFIG provider ignores an ambient cwd/mosaic.config.json config',
+    async (): Promise<void> => {
+      const graph = await loadModuleGraphFromDotenv({
+        rootTier: 'local',
+        setup: async (fixture: ModuleGraphFixture): Promise<void> => {
+          await writeFixture(
+            join(fixture.cwdPath, 'mosaic.config.json'),
+            JSON.stringify({
+              tier: 'federated',
+              storage: {
+                type: 'postgres',
+                url: 'postgresql://ambient-attacker.invalid/mosaic',
+                enableVector: true,
+              },
+              queue: { type: 'bullmq' },
+              memory: { type: 'pgvector' },
+            }),
+            fixture.tempRoot,
+          );
+        },
+      });
+
+      expect(graph.mosaicConfig.tier).toBe('local');
+      expect(graph.mosaicConfig.storage).not.toEqual(
+        expect.objectContaining({ url: 'postgresql://ambient-attacker.invalid/mosaic' }),
+      );
+    },
+    MODULE_IMPORT_TIMEOUT_MS,
+  );
+
+  it(
+    'MOSAIC_CONFIG provider resolves from the anchored monorepo-root mosaic.config.json',
+    async (): Promise<void> => {
+      const graph = await loadModuleGraphFromDotenv({
+        rootTier: 'local',
+        setup: async (fixture: ModuleGraphFixture): Promise<void> => {
+          await writeFixture(
+            fixture.monorepoRootConfigPath,
+            configJson('federated'),
+            fixture.tempRoot,
+          );
+        },
+      });
+
+      expect(graph.mosaicConfig.tier).toBe('federated');
+      expect(graph.mosaicConfig.storage).toEqual(
+        expect.objectContaining({ url: 'postgresql://fixture.invalid/mosaic' }),
+      );
+    },
+    MODULE_IMPORT_TIMEOUT_MS,
+  );
+});

apps/gateway/src/app.module.ts

@@ -26,6 +26,16 @@ import { WorkspaceModule } from './workspace/workspace.module.js';
 import { QueueModule } from './queue/queue.module.js';
 import { FederationModule } from './federation/federation.module.js';
 import { ThrottlerGuard, ThrottlerModule } from '@nestjs/throttler';
+import { loadConfig } from '@mosaicstack/config';
+import { resolveGatewayConfigPath } from './env.js';
+
+// Federation (step-ca client, enrollment, federation verbs) is only wired for
+// tier 'federated' — CaService hard-requires STEP_CA_* at construction, which
+// must not gate standalone/local boots (docker-compose.federated.yml: the
+// federation profile "must not start in non-federated dev"). The gateway
+// entrypoint loads env.ts before evaluating this module so dotenv-backed tier
+// configuration is visible here.
+const federationEnabled = loadConfig(resolveGatewayConfigPath()).tier === 'federated';
 
 @Module({
   imports: [
@@ -53,7 +63,7 @@ import { ThrottlerGuard, ThrottlerModule } from '@nestjs/throttler';
     QueueModule,
     ReloadModule,
     WorkspaceModule,
-    FederationModule,
+    ...(federationEnabled ? [FederationModule] : []),
   ],
   controllers: [HealthController],
   providers: [

apps/gateway/src/chat/chat.dto.ts

@@ -1,3 +1,4 @@
+import type { ChannelAttachmentDto } from '@mosaicstack/types';
 import { IsOptional, IsString, IsUUID, MaxLength } from 'class-validator';
 
 export class ChatRequestDto {
@@ -32,4 +33,7 @@ export class ChatSocketMessageDto {
   @IsOptional()
   @IsUUID()
   agentId?: string;
+
+  /** Validated channel attachment references; binary content is not embedded. */
+  attachments?: readonly ChannelAttachmentDto[];
 }

apps/gateway/src/chat/chat.gateway-redaction.spec.ts

@@ -4,6 +4,10 @@ import { ChatGateway } from './chat.gateway.js';
 const CONVERSATION_ID = 'conversation-1';
 const CANARY = 'sk_canary12345678';
 
+function clientConversationKey(clientId: string, conversationId: string): string {
+  return `${clientId}\u0000${conversationId}`;
+}
+
 type GatewayInternals = {
   clientSessions: Map<string, unknown>;
   relayEvent(client: unknown, conversationId: string, event: unknown): void;
@@ -40,6 +44,7 @@ describe('ChatGateway redaction boundary', (): void => {
       emit: vi.fn(),
     };
     const session = {
+      clientId: client.id,
       conversationId: CONVERSATION_ID,
       cleanup: vi.fn(),
       assistantText: '',
@@ -47,7 +52,7 @@ describe('ChatGateway redaction boundary', (): void => {
       pendingToolCalls: new Map(),
       scope: { userId: 'user-1', tenantId: 'tenant-1' },
     };
-    gateway.clientSessions.set(client.id, session);
+    gateway.clientSessions.set(clientConversationKey(client.id, CONVERSATION_ID), session);
 
     gateway.relayEvent(client, CONVERSATION_ID, {
       type: 'message_update',
@@ -139,6 +144,51 @@ describe('ChatGateway redaction boundary', (): void => {
     });
   });
 
+  it('isolates concurrent conversation streams sharing one Discord socket', (): void => {
+    const { gateway } = buildGateway();
+    const client = {
+      connected: true,
+      id: 'discord-client',
+      data: { user: { id: 'user-1' } },
+      emit: vi.fn(),
+    };
+    const firstConversation = 'Nova:discord:thread-1';
+    const secondConversation = 'Nova:discord:thread-2';
+    const createSession = (conversationId: string) => ({
+      clientId: client.id,
+      conversationId,
+      cleanup: vi.fn(),
+      assistantText: '',
+      toolCalls: [],
+      pendingToolCalls: new Map(),
+      scope: { userId: 'user-1', tenantId: 'tenant-1' },
+    });
+    const firstSession = createSession(firstConversation);
+    const secondSession = createSession(secondConversation);
+    gateway.clientSessions.set(clientConversationKey(client.id, firstConversation), firstSession);
+    gateway.clientSessions.set(clientConversationKey(client.id, secondConversation), secondSession);
+
+    gateway.relayEvent(client, firstConversation, {
+      type: 'message_update',
+      assistantMessageEvent: { type: 'text_delta', delta: 'first response ' },
+    });
+    gateway.relayEvent(client, secondConversation, {
+      type: 'message_update',
+      assistantMessageEvent: { type: 'text_delta', delta: 'second response ' },
+    });
+
+    expect(firstSession.assistantText).toBe('first response ');
+    expect(secondSession.assistantText).toBe('second response ');
+    expect(client.emit).toHaveBeenCalledWith('agent:text', {
+      conversationId: firstConversation,
+      text: 'first response ',
+    });
+    expect(client.emit).toHaveBeenCalledWith('agent:text', {
+      conversationId: secondConversation,
+      text: 'second response ',
+    });
+  });
+
   it('persists only redacted assistant content with classifications', (): void => {
     const { gateway, brain } = buildGateway();
     const client = {
@@ -147,7 +197,8 @@ describe('ChatGateway redaction boundary', (): void => {
       data: { user: { id: 'user-1' } },
       emit: vi.fn(),
     };
-    gateway.clientSessions.set(client.id, {
+    gateway.clientSessions.set(clientConversationKey(client.id, CONVERSATION_ID), {
+      clientId: client.id,
       conversationId: CONVERSATION_ID,
       cleanup: vi.fn(),
       assistantText: CANARY,

apps/gateway/src/chat/chat.gateway.ts

@@ -17,6 +17,7 @@ import {
   parseDiscordInteractionBindings,
   resolveDiscordInteractionActorId,
   resolveDiscordInteractionBinding,
+  type DiscordAttachment,
   type DiscordIngressEnvelope,
   type DiscordIngressPayload,
 } from '@mosaicstack/discord-plugin';
@@ -30,6 +31,7 @@ import type {
   SystemReloadPayload,
   RoutingDecisionInfo,
   AbortPayload,
+  ChannelAttachmentDto,
 } from '@mosaicstack/types';
 import { AgentService, type ConversationHistoryMessage } from '../agent/agent.service.js';
 import {
@@ -56,6 +58,7 @@ import { DiscordReplayProtector } from '../plugin/discord-replay-protector.js';
 
 /** Per-client state tracking streaming accumulation for persistence. */
 interface ClientSession {
+  clientId: string;
   conversationId: string;
   cleanup: () => void;
   /** Accumulated assistant response text for the current turn. */
@@ -76,6 +79,68 @@ interface ClientSession {
  */
 const modelOverrides = new Map<string, string>();
 const MAX_REDACTION_BUFFER_LENGTH = 8_192;
+const MAX_CHANNEL_ATTACHMENTS = 10;
+const MAX_ATTACHMENT_METADATA_BYTES = 16_384;
+const MAX_ATTACHMENT_ID_LENGTH = 128;
+const MAX_ATTACHMENT_NAME_LENGTH = 255;
+const MAX_ATTACHMENT_URL_LENGTH = 2_048;
+const MAX_ATTACHMENT_MIME_LENGTH = 255;
+
+function isSafeAttachmentUrl(value: string): boolean {
+  if (value.length === 0 || value.length > MAX_ATTACHMENT_URL_LENGTH) return false;
+  try {
+    const url = new URL(value);
+    return (
+      url.protocol === 'https:' &&
+      !url.username &&
+      !url.password &&
+      !url.hash &&
+      url.search.length === 0
+    );
+  } catch {
+    return false;
+  }
+}
+
+function hasValidAttachmentBounds(value: {
+  id: string;
+  name: string;
+  url: string;
+  sizeBytes?: number;
+}): boolean {
+  return (
+    value.id.length > 0 &&
+    value.id.length <= MAX_ATTACHMENT_ID_LENGTH &&
+    value.name.length > 0 &&
+    value.name.length <= MAX_ATTACHMENT_NAME_LENGTH &&
+    isSafeAttachmentUrl(value.url) &&
+    (value.sizeBytes === undefined || (Number.isFinite(value.sizeBytes) && value.sizeBytes >= 0))
+  );
+}
+
+function isDiscordAttachment(value: unknown): value is DiscordAttachment {
+  if (typeof value !== 'object' || value === null) return false;
+  const attachment = value as Partial<DiscordAttachment>;
+  return (
+    typeof attachment.id === 'string' &&
+    typeof attachment.name === 'string' &&
+    typeof attachment.url === 'string' &&
+    (attachment.contentType === null ||
+      (typeof attachment.contentType === 'string' &&
+        attachment.contentType.length <= MAX_ATTACHMENT_MIME_LENGTH)) &&
+    (attachment.sizeBytes === undefined || typeof attachment.sizeBytes === 'number') &&
+    hasValidAttachmentBounds(attachment as DiscordAttachment)
+  );
+}
+
+function hasValidAttachmentArray(value: unknown, guard: (attachment: unknown) => boolean): boolean {
+  return (
+    Array.isArray(value) &&
+    value.length <= MAX_CHANNEL_ATTACHMENTS &&
+    JSON.stringify(value).length <= MAX_ATTACHMENT_METADATA_BYTES &&
+    value.every(guard)
+  );
+}
 
 function isDiscordIngressEnvelope(value: unknown): value is DiscordIngressEnvelope {
   if (typeof value !== 'object' || value === null) return false;
@@ -88,23 +153,49 @@ function isDiscordIngressEnvelope(value: unknown): value is DiscordIngressEnvelo
     return false;
   }
   const payload = envelope.payload as Record<string, unknown>;
-  return [
-    payload['correlationId'],
-    payload['messageId'],
-    payload['guildId'],
-    payload['channelId'],
-    payload['userId'],
-    payload['conversationId'],
-    payload['content'],
-  ].every((field: unknown): boolean => typeof field === 'string');
+  return (
+    [
+      payload['correlationId'],
+      payload['messageId'],
+      payload['guildId'],
+      payload['channelId'],
+      payload['userId'],
+      payload['conversationId'],
+      payload['content'],
+    ].every((field: unknown): boolean => typeof field === 'string') &&
+    (payload['threadId'] === undefined || typeof payload['threadId'] === 'string') &&
+    (payload['attachments'] === undefined ||
+      hasValidAttachmentArray(payload['attachments'], isDiscordAttachment))
+  );
+}
+
+function isChannelAttachment(value: unknown): value is ChannelAttachmentDto {
+  if (typeof value !== 'object' || value === null) return false;
+  const attachment = value as Partial<ChannelAttachmentDto>;
+  return (
+    typeof attachment.id === 'string' &&
+    typeof attachment.name === 'string' &&
+    typeof attachment.url === 'string' &&
+    (attachment.mimeType === null ||
+      (typeof attachment.mimeType === 'string' &&
+        attachment.mimeType.length <= MAX_ATTACHMENT_MIME_LENGTH)) &&
+    (attachment.sizeBytes === undefined || typeof attachment.sizeBytes === 'number') &&
+    hasValidAttachmentBounds(attachment as ChannelAttachmentDto)
+  );
 }
 
 function isChatSocketMessage(value: unknown): value is ChatSocketMessageDto {
   if (typeof value !== 'object' || value === null) return false;
-  const payload = value as { content?: unknown; conversationId?: unknown };
+  const payload = value as {
+    content?: unknown;
+    conversationId?: unknown;
+    attachments?: unknown;
+  };
   return (
     typeof payload.content === 'string' &&
-    (payload.conversationId === undefined || typeof payload.conversationId === 'string')
+    (payload.conversationId === undefined || typeof payload.conversationId === 'string') &&
+    (payload.attachments === undefined ||
+      hasValidAttachmentArray(payload.attachments, isChannelAttachment))
   );
 }
 
@@ -174,20 +265,24 @@ export class ChatGateway implements OnGatewayInit, OnGatewayConnection, OnGatewa
 
   handleDisconnect(client: Socket): void {
     this.logger.log(`Client disconnected: ${client.id}`);
-    const session = this.clientSessions.get(client.id);
-    if (session) {
+    for (const [key, session] of this.clientSessions) {
+      if (session.clientId !== client.id) continue;
       session.cleanup();
       this.agentService.removeChannel(
         session.conversationId,
         `websocket:${client.id}`,
         session.scope,
       );
-      this.clientSessions.delete(client.id);
+      this.clientSessions.delete(key);
+      this.textEgressBuffers.delete(key);
+      this.thinkingEgressBuffers.delete(key);
+      this.overflowedEgress.delete(`${key}:agent:text`);
+      this.overflowedEgress.delete(`${key}:agent:thinking`);
     }
-    this.textEgressBuffers.delete(client.id);
-    this.thinkingEgressBuffers.delete(client.id);
-    this.overflowedEgress.delete(this.egressKey(client, 'agent:text'));
-    this.overflowedEgress.delete(this.egressKey(client, 'agent:thinking'));
+  }
+
+  private clientConversationKey(client: Pick<Socket, 'id'>, conversationId: string): string {
+    return `${client.id}\u0000${conversationId}`;
   }
 
   private getClientScope(client: Socket): ActorTenantScope | null {
@@ -218,7 +313,25 @@ export class ChatGateway implements OnGatewayInit, OnGatewayConnection, OnGatewa
       }
       discordIngress = this.resolveDiscordIngress(client, rawData);
       if (!discordIngress) return;
-      data = { conversationId: discordIngress.conversationId, content: discordIngress.content };
+      data = {
+        conversationId: discordIngress.conversationId,
+        content: discordIngress.content,
+        ...(discordIngress.attachments
+          ? {
+              attachments: discordIngress.attachments.map(
+                (attachment): ChannelAttachmentDto => ({
+                  id: attachment.id,
+                  name: attachment.name,
+                  url: attachment.url,
+                  mimeType: attachment.contentType,
+                  ...(attachment.sizeBytes !== undefined
+                    ? { sizeBytes: attachment.sizeBytes }
+                    : {}),
+                }),
+              ),
+            }
+          : {}),
+      };
     } else {
       if (!isChatSocketMessage(rawData)) {
         this.logger.warn(`Rejected malformed chat message from ${client.id}`);
@@ -227,6 +340,7 @@ export class ChatGateway implements OnGatewayInit, OnGatewayConnection, OnGatewa
       data = rawData;
     }
     const conversationId = data.conversationId ?? uuid();
+    const clientConversationKey = this.clientConversationKey(client, conversationId);
     const discordServiceUserId = process.env['DISCORD_SERVICE_USER_ID'];
     if (discordIngress && !discordServiceUserId) {
       this.logger.warn(
@@ -281,7 +395,7 @@ export class ChatGateway implements OnGatewayInit, OnGatewayConnection, OnGatewa
           this.logger.log(
             `Using /model override "${modelOverride}" for conversation=${conversationId}`,
           );
-        } else if (!resolvedProvider && !resolvedModelId) {
+        } else if (!resolvedProvider && !resolvedModelId && !discordIngress) {
           // No explicit provider/model from client — use routing engine (M4-012)
           try {
             const routingDecision = await this.routingEngine.resolve(data.content, userId);
@@ -304,12 +418,24 @@ export class ChatGateway implements OnGatewayInit, OnGatewayConnection, OnGatewa
           }
         }
 
+        let resolvedAgentConfigId = data.agentId;
+        if (discordIngress) {
+          const binding = this.discordBindingFor(discordIngress, 'send');
+          const agentConfig = binding
+            ? await this.brain.agents.findById(binding.agentConfigId)
+            : undefined;
+          if (!binding || !agentConfig || agentConfig.name !== binding.instanceId) {
+            throw new Error('Configured Discord logical agent is not provisioned');
+          }
+          resolvedAgentConfigId = agentConfig.id;
+        }
+
         // M5-004: Use existingSessionId as sessionId when available (session reuse)
         const sessionIdToCreate = existingSessionId ?? conversationId;
         agentSession = await this.agentService.createSession(sessionIdToCreate, {
           provider: resolvedProvider,
           modelId: resolvedModelId,
-          agentConfigId: data.agentId,
+          agentConfigId: resolvedAgentConfigId,
           userId,
           tenantId: scope.tenantId,
           conversationHistory: conversationHistory.length > 0 ? conversationHistory : undefined,
@@ -360,6 +486,17 @@ export class ChatGateway implements OnGatewayInit, OnGatewayConnection, OnGatewa
                     discordUserId: discordIngress?.userId,
                   }
                 : {}),
+              ...(data.attachments && data.attachments.length > 0
+                ? {
+                    channelAttachments: data.attachments.map(
+                      (attachment): ChannelAttachmentDto => ({
+                        ...attachment,
+                        name: redactSensitiveContent(attachment.name).content,
+                        url: redactSensitiveContent(attachment.url).content,
+                      }),
+                    ),
+                  }
+                : {}),
               classifications: redactSensitiveContent(data.content).classifications,
             },
           },
@@ -374,7 +511,7 @@ export class ChatGateway implements OnGatewayInit, OnGatewayConnection, OnGatewa
     }
 
     // Always clean up previous listener to prevent leak
-    const existing = this.clientSessions.get(client.id);
+    const existing = this.clientSessions.get(clientConversationKey);
     if (existing) {
       existing.cleanup();
     }
@@ -389,10 +526,11 @@ export class ChatGateway implements OnGatewayInit, OnGatewayConnection, OnGatewa
     );
 
     // Preserve routing decision from the existing client session if we didn't get a new one
-    const prevClientSession = this.clientSessions.get(client.id);
+    const prevClientSession = this.clientSessions.get(clientConversationKey);
     const routingDecisionToStore = sessionRoutingDecision ?? prevClientSession?.lastRoutingDecision;
 
-    this.clientSessions.set(client.id, {
+    this.clientSessions.set(clientConversationKey, {
+      clientId: client.id,
       conversationId,
       cleanup,
       assistantText: '',
@@ -438,7 +576,7 @@ export class ChatGateway implements OnGatewayInit, OnGatewayConnection, OnGatewa
 
     // Dispatch to agent
     try {
-      await this.agentService.prompt(conversationId, data.content, scope);
+      await this.agentService.prompt(conversationId, data.content, scope, data.attachments);
     } catch (err) {
       this.logger.error(
         `Agent prompt failed for client=${client.id}, conversation=${conversationId}`,
@@ -645,9 +783,9 @@ export class ChatGateway implements OnGatewayInit, OnGatewayConnection, OnGatewa
     };
 
     // Emit to all clients currently subscribed to this conversation
-    for (const [clientId, session] of this.clientSessions) {
+    for (const session of this.clientSessions.values()) {
       if (session.conversationId === conversationId && this.scopesEqual(session.scope, scope)) {
-        const socket = this.server.sockets.sockets.get(clientId);
+        const socket = this.server.sockets.sockets.get(session.clientId);
         if (socket?.connected) {
           socket.emit('session:info', payload);
         }
@@ -677,16 +815,10 @@ export class ChatGateway implements OnGatewayInit, OnGatewayConnection, OnGatewa
       !this.durableSessions
     )
       return;
-    const binding = resolveDiscordInteractionBinding(
-      parseDiscordInteractionBindings(process.env['DISCORD_INTERACTION_BINDINGS']),
-      ingress.guildId,
-      ingress.channelId,
-      ingress.userId,
-      'approve',
-    );
+    const binding = this.discordBindingFor(ingress, 'approve');
     const actorId = binding && resolveDiscordInteractionActorId(binding, ingress.userId);
-    const agentName = process.env['MOSAIC_AGENT_NAME']?.trim();
-    if (!actorId || !agentName || binding.instanceId !== agentName) {
+    const agentName = binding?.instanceId;
+    if (!actorId || !agentName) {
       this.logger.warn(
         `Rejected Discord approval without a matching runtime agent from ${client.id}`,
       );
@@ -774,13 +906,7 @@ export class ChatGateway implements OnGatewayInit, OnGatewayConnection, OnGatewa
     const tenantId = process.env['DISCORD_SERVICE_TENANT_ID']?.trim();
     if (!ingress || !approvalRef || !tenantId || !this.runtimeRegistry || !this.durableSessions)
       return;
-    const binding = resolveDiscordInteractionBinding(
-      parseDiscordInteractionBindings(process.env['DISCORD_INTERACTION_BINDINGS']),
-      ingress.guildId,
-      ingress.channelId,
-      ingress.userId,
-      'stop',
-    );
+    const binding = this.discordBindingFor(ingress, 'stop');
     const actorId = binding && resolveDiscordInteractionActorId(binding, ingress.userId);
     if (!actorId) return;
 
@@ -854,17 +980,18 @@ export class ChatGateway implements OnGatewayInit, OnGatewayConnection, OnGatewa
       return null;
     }
     try {
-      const binding = resolveDiscordInteractionBinding(
-        parseDiscordInteractionBindings(process.env['DISCORD_INTERACTION_BINDINGS']),
-        payload.guildId,
-        payload.channelId,
-        payload.userId,
-        operation,
-      );
+      const binding = this.discordBindingFor(payload, operation);
       if (!binding) {
         this.logger.warn(`Rejected unpaired Discord ingress from ${client.id}`);
         return null;
       }
+      const expectedConversationId = `${binding.instanceId}:discord:${payload.threadId ?? payload.channelId}`;
+      if (payload.conversationId !== expectedConversationId) {
+        this.logger.warn(
+          `Rejected Discord ingress for a different logical agent from ${client.id}`,
+        );
+        return null;
+      }
     } catch {
       this.logger.warn(
         `Rejected Discord ingress without valid binding configuration from ${client.id}`,
@@ -880,6 +1007,19 @@ export class ChatGateway implements OnGatewayInit, OnGatewayConnection, OnGatewa
     return payload;
   }
 
+  private discordBindingFor(
+    payload: DiscordIngressPayload,
+    operation: 'send' | 'approve' | 'stop',
+  ) {
+    return resolveDiscordInteractionBinding(
+      parseDiscordInteractionBindings(process.env['DISCORD_INTERACTION_BINDINGS']),
+      payload.guildId,
+      payload.channelId,
+      payload.userId,
+      operation,
+    );
+  }
+
   private readDiscordAllowlist(name: string): string[] {
     return (process.env[name] ?? '')
       .split(',')
@@ -958,11 +1098,15 @@ export class ChatGateway implements OnGatewayInit, OnGatewayConnection, OnGatewa
       const messages = await this.brain.conversations.findMessages(conversationId, userId);
       if (messages.length === 0) return [];
 
-      return messages.map((msg) => ({
-        role: msg.role as 'user' | 'assistant' | 'system',
-        content: msg.content,
-        createdAt: msg.createdAt,
-      }));
+      return messages.map((msg) => {
+        const attachments = this.persistedChannelAttachments(msg.metadata);
+        return {
+          role: msg.role as 'user' | 'assistant' | 'system',
+          content: msg.content,
+          createdAt: msg.createdAt,
+          ...(attachments ? { attachments } : {}),
+        };
+      });
     } catch (err) {
       this.logger.error(
         `Failed to load conversation history for conversation=${conversationId}`,
@@ -972,6 +1116,14 @@ export class ChatGateway implements OnGatewayInit, OnGatewayConnection, OnGatewa
     }
   }
 
+  private persistedChannelAttachments(metadata: unknown): readonly ChannelAttachmentDto[] | null {
+    if (typeof metadata !== 'object' || metadata === null) return null;
+    const attachments = (metadata as { channelAttachments?: unknown }).channelAttachments;
+    return hasValidAttachmentArray(attachments, isChannelAttachment)
+      ? (attachments as readonly ChannelAttachmentDto[])
+      : null;
+  }
+
   private appendAndFlushRedactedEgress(
     client: Socket,
     conversationId: string,
@@ -979,18 +1131,19 @@ export class ChatGateway implements OnGatewayInit, OnGatewayConnection, OnGatewa
     buffers: Map<string, string>,
     delta: string,
   ): void {
-    const key = this.egressKey(client, eventName);
+    const sessionKey = this.clientConversationKey(client, conversationId);
+    const key = this.egressKey(client, conversationId, eventName);
     if (this.overflowedEgress.has(key)) return;
 
-    const buffered = `${buffers.get(client.id) ?? ''}${delta}`;
+    const buffered = `${buffers.get(sessionKey) ?? ''}${delta}`;
     if (buffered.length > MAX_REDACTION_BUFFER_LENGTH) {
-      buffers.delete(client.id);
+      buffers.delete(sessionKey);
       this.overflowedEgress.add(key);
       client.emit(eventName, { conversationId, text: '[REDACTED_STREAM_OVERFLOW]' });
       return;
     }
 
-    buffers.set(client.id, buffered);
+    buffers.set(sessionKey, buffered);
     this.flushRedactedEgress(client, conversationId, eventName, buffers, false);
   }
 
@@ -1006,21 +1159,22 @@ export class ChatGateway implements OnGatewayInit, OnGatewayConnection, OnGatewa
     buffers: Map<string, string>,
     final: boolean,
   ): void {
-    const key = this.egressKey(client, eventName);
+    const sessionKey = this.clientConversationKey(client, conversationId);
+    const key = this.egressKey(client, conversationId, eventName);
     if (this.overflowedEgress.has(key)) {
       if (final) this.overflowedEgress.delete(key);
       return;
     }
 
-    const buffered = buffers.get(client.id) ?? '';
+    const buffered = buffers.get(sessionKey) ?? '';
     const releaseLength = final ? buffered.length : this.safeRedactionPrefixLength(buffered);
     const released = buffered.slice(0, releaseLength);
     const pending = buffered.slice(releaseLength);
 
     if (pending) {
-      buffers.set(client.id, pending);
+      buffers.set(sessionKey, pending);
     } else {
-      buffers.delete(client.id);
+      buffers.delete(sessionKey);
     }
 
     if (released) {
@@ -1089,8 +1243,12 @@ export class ChatGateway implements OnGatewayInit, OnGatewayConnection, OnGatewa
     return retainedFrom;
   }
 
-  private egressKey(client: Socket, eventName: 'agent:text' | 'agent:thinking'): string {
-    return `${client.id}:${eventName}`;
+  private egressKey(
+    client: Socket,
+    conversationId: string,
+    eventName: 'agent:text' | 'agent:thinking',
+  ): string {
+    return `${this.clientConversationKey(client, conversationId)}:${eventName}`;
   }
 
   private relayEvent(client: Socket, conversationId: string, event: AgentSessionEvent): void {
@@ -1101,26 +1259,27 @@ export class ChatGateway implements OnGatewayInit, OnGatewayConnection, OnGatewa
       return;
     }
 
+    const sessionKey = this.clientConversationKey(client, conversationId);
     switch (event.type) {
       case 'agent_start': {
         // Reset accumulation buffers for the new turn
-        const cs = this.clientSessions.get(client.id);
+        const cs = this.clientSessions.get(sessionKey);
         if (cs) {
           cs.assistantText = '';
           cs.toolCalls = [];
           cs.pendingToolCalls.clear();
         }
-        this.textEgressBuffers.set(client.id, '');
-        this.thinkingEgressBuffers.set(client.id, '');
-        this.overflowedEgress.delete(this.egressKey(client, 'agent:text'));
-        this.overflowedEgress.delete(this.egressKey(client, 'agent:thinking'));
+        this.textEgressBuffers.set(sessionKey, '');
+        this.thinkingEgressBuffers.set(sessionKey, '');
+        this.overflowedEgress.delete(this.egressKey(client, conversationId, 'agent:text'));
+        this.overflowedEgress.delete(this.egressKey(client, conversationId, 'agent:thinking'));
         client.emit('agent:start', { conversationId });
         break;
       }
 
       case 'agent_end': {
         // Gather usage stats from the Pi session
-        const activeClientSession = this.clientSessions.get(client.id);
+        const activeClientSession = this.clientSessions.get(sessionKey);
         const agentSession = activeClientSession
           ? this.agentService.getSession(conversationId, activeClientSession.scope)
           : undefined;
@@ -1173,7 +1332,7 @@ export class ChatGateway implements OnGatewayInit, OnGatewayConnection, OnGatewa
         }
 
         // Persist the assistant message with metadata
-        const cs = this.clientSessions.get(client.id);
+        const cs = this.clientSessions.get(sessionKey);
         const userId = (client.data.user as { id: string } | undefined)?.id;
         if (cs && userId && cs.assistantText.trim().length > 0) {
           const metadata: Record<string, unknown> = {
@@ -1225,7 +1384,7 @@ export class ChatGateway implements OnGatewayInit, OnGatewayConnection, OnGatewa
         const assistantEvent = event.assistantMessageEvent;
         if (assistantEvent.type === 'text_delta') {
           // Keep raw stream material in memory only; persist and emit only redacted text.
-          const cs = this.clientSessions.get(client.id);
+          const cs = this.clientSessions.get(sessionKey);
           if (cs) {
             cs.assistantText += assistantEvent.delta;
           }
@@ -1250,7 +1409,7 @@ export class ChatGateway implements OnGatewayInit, OnGatewayConnection, OnGatewa
 
       case 'tool_execution_start': {
         // Track pending tool call for later recording
-        const cs = this.clientSessions.get(client.id);
+        const cs = this.clientSessions.get(sessionKey);
         if (cs) {
           cs.pendingToolCalls.set(event.toolCallId, {
             toolName: event.toolName,
@@ -1267,7 +1426,7 @@ export class ChatGateway implements OnGatewayInit, OnGatewayConnection, OnGatewa
 
       case 'tool_execution_end': {
         // Finalise tool call record
-        const cs = this.clientSessions.get(client.id);
+        const cs = this.clientSessions.get(sessionKey);
         if (cs) {
           const pending = cs.pendingToolCalls.get(event.toolCallId);
           cs.toolCalls.push({

apps/gateway/src/commands/command-executor-p8012.spec.ts

@@ -72,13 +72,13 @@ const mockChatGateway = {
   broadcastSessionInfo: vi.fn(),
 };
 
-function buildService(): CommandExecutorService {
+function buildService(redis: typeof mockRedis | null = mockRedis): CommandExecutorService {
   return new CommandExecutorService(
     mockRegistry as never,
     mockAgentService as never,
     mockSystemOverride as never,
     mockSessionGC as never,
-    mockRedis as never,
+    redis as never,
     mockBrain as never,
     null,
     mockChatGateway as never,
@@ -131,6 +131,22 @@ describe('CommandExecutorService — P8-012 commands', () => {
     expect(ttl).toBe(300);
   });
 
+  it('/provider login remains available without Redis on the local tier', async () => {
+    const localService = buildService(null);
+    const payload: SlashCommandPayload = {
+      command: 'provider',
+      args: 'login anthropic',
+      conversationId,
+    };
+
+    const result = await localService.execute(payload, userScope);
+
+    expect(result.success).toBe(true);
+    expect(result.message).not.toContain('token=');
+    expect(result.data).toEqual({ provider: 'anthropic' });
+    expect(mockRedis.set).not.toHaveBeenCalled();
+  });
+
   // /provider with no args — returns usage
   it('/provider with no args returns usage message', async () => {
     const payload: SlashCommandPayload = { command: 'provider', conversationId };

apps/gateway/src/commands/command-executor.service.ts

@@ -23,7 +23,10 @@ export class CommandExecutorService {
     @Inject(AgentService) private readonly agentService: AgentService,
     @Inject(SystemOverrideService) private readonly systemOverride: SystemOverrideService,
     @Inject(SessionGCService) private readonly sessionGC: SessionGCService,
-    @Inject(COMMANDS_REDIS) private readonly redis: QueueHandle['redis'],
+    // On Local tier COMMANDS_REDIS is null — provider login caching is skipped.
+    @Optional()
+    @Inject(COMMANDS_REDIS)
+    private readonly redis: QueueHandle['redis'] | null,
     @Inject(BRAIN) private readonly brain: Brain,
     @Optional()
     @Inject(forwardRef(() => ReloadService))
@@ -443,14 +446,16 @@ export class CommandExecutorService {
           byte.toString(16).padStart(2, '0'),
         ).join('');
         const key = `mosaic:auth:poll:${tokenHash}`;
-        // Persist only a short-lived token digest. The raw token is delivered only by
-        // the authenticated dashboard flow, never in chat output or command metadata.
-        await this.redis.set(
-          key,
-          JSON.stringify({ status: 'pending', provider: providerName, userId }),
-          'EX',
-          300,
-        );
+        if (this.redis) {
+          // Persist only a short-lived token digest. The raw token is delivered only by
+          // the authenticated dashboard flow, never in chat output or command metadata.
+          await this.redis.set(
+            key,
+            JSON.stringify({ status: 'pending', provider: providerName, userId }),
+            'EX',
+            300,
+          );
+        }
         return {
           command: 'provider',
           success: true,

apps/gateway/src/commands/commands.module.ts

@@ -1,5 +1,7 @@
-import { forwardRef, Inject, Module, type OnApplicationShutdown } from '@nestjs/common';
+import { forwardRef, Inject, Module, Optional, type OnApplicationShutdown } from '@nestjs/common';
 import { createQueue, type QueueHandle } from '@mosaicstack/queue';
+import type { MosaicConfig } from '@mosaicstack/config';
+import { MOSAIC_CONFIG } from '../config/config.module.js';
 import { ChatModule } from '../chat/chat.module.js';
 import { GCModule } from '../gc/gc.module.js';
 import { ReloadModule } from '../reload/reload.module.js';
@@ -16,13 +18,17 @@ const COMMANDS_QUEUE_HANDLE = 'COMMANDS_QUEUE_HANDLE';
   providers: [
     {
       provide: COMMANDS_QUEUE_HANDLE,
-      useFactory: (): QueueHandle => {
+      useFactory: (config: MosaicConfig | null): QueueHandle | null => {
+        // On Local tier there is no Redis — skip the ioredis connection.
+        // CommandExecutorService falls back to no-cache for /provider login on local.
+        if (config?.queue?.type === 'local') return null;
         return createQueue();
       },
+      inject: [MOSAIC_CONFIG],
     },
     {
       provide: COMMANDS_REDIS,
-      useFactory: (handle: QueueHandle) => handle.redis,
+      useFactory: (handle: QueueHandle | null) => handle?.redis ?? null,
       inject: [COMMANDS_QUEUE_HANDLE],
     },
     CommandRegistryService,
@@ -38,9 +44,13 @@ const COMMANDS_QUEUE_HANDLE = 'COMMANDS_QUEUE_HANDLE';
   ],
 })
 export class CommandsModule implements OnApplicationShutdown {
-  constructor(@Inject(COMMANDS_QUEUE_HANDLE) private readonly handle: QueueHandle) {}
+  constructor(
+    @Optional()
+    @Inject(COMMANDS_QUEUE_HANDLE)
+    private readonly handle: QueueHandle | null,
+  ) {}
 
   async onApplicationShutdown(): Promise<void> {
-    await this.handle.close().catch(() => {});
+    await this.handle?.close().catch(() => {});
   }
 }

apps/gateway/src/config/config.module.ts

@@ -1,5 +1,6 @@
 import { Global, Module } from '@nestjs/common';
 import { loadConfig, type MosaicConfig } from '@mosaicstack/config';
+import { resolveGatewayConfigPath } from '../env.js';
 
 export const MOSAIC_CONFIG = 'MOSAIC_CONFIG';
 
@@ -8,7 +9,7 @@ export const MOSAIC_CONFIG = 'MOSAIC_CONFIG';
   providers: [
     {
       provide: MOSAIC_CONFIG,
-      useFactory: (): MosaicConfig => loadConfig(),
+      useFactory: (): MosaicConfig => loadConfig(resolveGatewayConfigPath()),
     },
   ],
   exports: [MOSAIC_CONFIG],

apps/gateway/src/env.ts

@@ -0,0 +1,133 @@
+import { config } from 'dotenv';
+import { existsSync } from 'node:fs';
+import { homedir } from 'node:os';
+import { dirname, join, resolve } from 'node:path';
+import { fileURLToPath } from 'node:url';
+import { detectFromEnv, loadConfig } from '@mosaicstack/config';
+
+type TierSource =
+  | 'process environment'
+  | 'daemon .env'
+  | 'monorepo-root .env'
+  | 'gateway-local .env'
+  | 'default';
+
+type BootSource = TierSource | 'mosaic.config.json';
+
+export interface GatewayDotenvPaths {
+  daemonEnv: string;
+  monorepoRootEnv: string;
+  gatewayLocalEnv: string;
+}
+
+const here = dirname(fileURLToPath(import.meta.url));
+
+export function resolveGatewayDotenvPaths(
+  anchor: string = here,
+  homeBase: string = homedir(),
+): GatewayDotenvPaths {
+  return {
+    daemonEnv: join(homeBase, '.config', 'mosaic', 'gateway', '.env'),
+    monorepoRootEnv: resolve(anchor, '../../..', '.env'),
+    gatewayLocalEnv: resolve(anchor, '..', '.env'),
+  };
+}
+
+export function resolveGatewayConfigPath(anchor: string = here): string {
+  // GATEWAY_HOME is daemon-created 0700; its env override adds no authority because env can set MOSAIC_STORAGE_TIER.
+  const gatewayHome = resolve(
+    process.env['MOSAIC_GATEWAY_HOME'] ?? join(homedir(), '.config', 'mosaic', 'gateway'),
+  );
+  const daemonConfig = join(gatewayHome, 'mosaic.config.json');
+  const gatewayLocalConfig = resolve(anchor, '..', 'mosaic.config.json');
+  const monorepoRootConfig = resolve(anchor, '../../..', 'mosaic.config.json');
+
+  if (existsSync(daemonConfig)) {
+    return daemonConfig;
+  }
+  if (existsSync(gatewayLocalConfig)) {
+    return gatewayLocalConfig;
+  }
+  if (existsSync(monorepoRootConfig)) {
+    return monorepoRootConfig;
+  }
+
+  return monorepoRootConfig;
+}
+
+export function loadGatewayEnv(anchor: string = here, homeBase: string = homedir()): void {
+  const { daemonEnv, monorepoRootEnv, gatewayLocalEnv } = resolveGatewayDotenvPaths(
+    anchor,
+    homeBase,
+  );
+  const inheritedTier = process.env['MOSAIC_STORAGE_TIER'];
+  let tierSource: TierSource = inheritedTier === undefined ? 'default' : 'process environment';
+  const inheritedDatabaseUrl = process.env['DATABASE_URL'];
+  let databaseUrlSource: TierSource =
+    inheritedDatabaseUrl === undefined ? 'default' : 'process environment';
+
+  function loadAnchoredDotenv(
+    path: string,
+    sourceLabel: Exclude<TierSource, 'process environment' | 'default'>,
+  ): void {
+    if (!existsSync(path)) {
+      return;
+    }
+
+    const beforeTier = process.env['MOSAIC_STORAGE_TIER'];
+    const beforeDatabaseUrl = process.env['DATABASE_URL'];
+    config({ path, quiet: true });
+
+    if (
+      beforeTier === undefined &&
+      process.env['MOSAIC_STORAGE_TIER'] !== undefined &&
+      tierSource === 'default'
+    ) {
+      tierSource = sourceLabel;
+    }
+
+    if (
+      beforeDatabaseUrl === undefined &&
+      process.env['DATABASE_URL'] !== undefined &&
+      databaseUrlSource === 'default'
+    ) {
+      databaseUrlSource = sourceLabel;
+    }
+  }
+
+  // Load .env from daemon config dir (global install / daemon mode) first.
+  // It takes precedence over file-based local-dev configuration.
+  loadAnchoredDotenv(daemonEnv, 'daemon .env');
+
+  // Load .env from the anchored monorepo root, then fill any remaining values
+  // from apps/gateway/.env when present.
+  loadAnchoredDotenv(monorepoRootEnv, 'monorepo-root .env');
+  loadAnchoredDotenv(gatewayLocalEnv, 'gateway-local .env');
+
+  const envOnlyTier = detectFromEnv().tier;
+  const configPath = resolveGatewayConfigPath(anchor);
+  const anchoredConfigExists = existsSync(configPath);
+  const resolvedTier = loadConfig(configPath).tier;
+  const configuredTier = process.env['MOSAIC_STORAGE_TIER'];
+  const databaseUrlDeterminesTier = envOnlyTier === 'standalone' && configuredTier !== 'standalone';
+  const recognizedTierDeterminesTier =
+    (configuredTier === 'federated' ||
+      configuredTier === 'standalone' ||
+      configuredTier === 'local') &&
+    configuredTier === envOnlyTier;
+
+  let source: BootSource;
+  if (anchoredConfigExists) {
+    source = 'mosaic.config.json';
+  } else if (databaseUrlDeterminesTier && databaseUrlSource !== 'default') {
+    source = databaseUrlSource;
+  } else if (recognizedTierDeterminesTier && tierSource !== 'default') {
+    source = tierSource;
+  } else {
+    source = 'default';
+  }
+
+  console.info(`[gateway env] storage tier=${resolvedTier} source=${source}`);
+}
+
+loadGatewayEnv();

apps/gateway/src/federation/federation.module.ts

@@ -5,6 +5,8 @@ import { EnrollmentController } from './enrollment.controller.js';
 import { EnrollmentService } from './enrollment.service.js';
 import { FederationController } from './federation.controller.js';
 import { CapabilitiesController } from './server/verbs/capabilities.controller.js';
+import { GetController } from './server/verbs/get.controller.js';
+import { FederationGetQueryService } from './server/verbs/get-query.service.js';
 import { GrantsService } from './grants.service.js';
 import { FederationClientService, QuerySourceService } from './client/index.js';
 import { FederationAuthGuard, FederationScopeService } from './server/index.js';
@@ -12,7 +14,13 @@ import { ListController } from './server/verbs/list.controller.js';
 import { FederationListQueryService } from './server/verbs/list-query.service.js';
 
 @Module({
-  controllers: [EnrollmentController, FederationController, CapabilitiesController, ListController],
+  controllers: [
+    EnrollmentController,
+    FederationController,
+    CapabilitiesController,
+    ListController,
+    GetController,
+  ],
   providers: [
     AdminGuard,
     CaService,
@@ -23,6 +31,7 @@ import { FederationListQueryService } from './server/verbs/list-query.service.js
     FederationAuthGuard,
     FederationScopeService,
     FederationListQueryService,
+    FederationGetQueryService,
   ],
   exports: [
     CaService,
@@ -33,6 +42,7 @@ import { FederationListQueryService } from './server/verbs/list-query.service.js
     FederationAuthGuard,
     FederationScopeService,
     FederationListQueryService,
+    FederationGetQueryService,
   ],
 })
 export class FederationModule {}

apps/gateway/src/federation/server/verbs/__tests__/get-query.service.spec.ts

@@ -0,0 +1,348 @@
+import { afterAll, beforeAll, describe, expect, it, vi } from 'vitest';
+import {
+  createPgliteDb,
+  missionTasks,
+  missions,
+  projects,
+  runPgliteMigrations,
+  teams,
+  users,
+  type Db,
+  type DbHandle,
+} from '@mosaicstack/db';
+import type { FederationScopeQueryFilter } from '../../scope.service.js';
+import { FederationGetQueryService } from '../get-query.service.js';
+
+const CREDENTIAL_FILTER: FederationScopeQueryFilter = {
+  resource: 'credentials',
+  subjectUserId: 'user-1',
+  includePersonal: true,
+  teamIds: [],
+  limit: 1,
+  maxRowsPerQuery: 25,
+};
+
+const SUBJECT_USER_ID = 'fed-m3-06-subject';
+const OTHER_USER_ID = 'fed-m3-06-other';
+const TEAM_ID = '06000000-0000-4000-8000-000000000001';
+const UNAUTHORIZED_TEAM_ID = '06000000-0000-4000-8000-000000000002';
+const PERSONAL_PROJECT_ID = '06000000-0000-4000-8000-000000000101';
+const TEAM_PROJECT_ID = '06000000-0000-4000-8000-000000000102';
+const UNAUTHORIZED_PROJECT_ID = '06000000-0000-4000-8000-000000000103';
+const PERSONAL_MISSION_ID = '06000000-0000-4000-8000-000000000201';
+const TEAM_MISSION_ID = '06000000-0000-4000-8000-000000000202';
+const UNAUTHORIZED_MISSION_ID = '06000000-0000-4000-8000-000000000203';
+const SUBJECT_TEAM_NOTE_ID = '06000000-0000-4000-8000-000000000301';
+const OTHER_TEAM_NOTE_ID = '06000000-0000-4000-8000-000000000302';
+const SUBJECT_PERSONAL_NOTE_ID = '06000000-0000-4000-8000-000000000303';
+const SUBJECT_UNAUTHORIZED_NOTE_ID = '06000000-0000-4000-8000-000000000304';
+
+let dbHandle: DbHandle | undefined;
+
+function makeService() {
+  return new FederationGetQueryService({} as Db);
+}
+
+function makeDbService() {
+  if (!dbHandle) {
+    throw new Error('test DB not initialized');
+  }
+  return new FederationGetQueryService(dbHandle.db);
+}
+
+async function seedNotesFixture() {
+  if (!dbHandle) {
+    throw new Error('test DB not initialized');
+  }
+
+  await dbHandle.db.insert(users).values([
+    {
+      id: SUBJECT_USER_ID,
+      name: 'Federation Subject',
+      email: `${SUBJECT_USER_ID}@example.test`,
+      emailVerified: false,
+    },
+    {
+      id: OTHER_USER_ID,
+      name: 'Federation Other',
+      email: `${OTHER_USER_ID}@example.test`,
+      emailVerified: false,
+    },
+  ]);
+
+  await dbHandle.db.insert(teams).values([
+    {
+      id: TEAM_ID,
+      name: 'FED-M3-06 Team',
+      slug: 'fed-m3-06-team',
+      ownerId: SUBJECT_USER_ID,
+      managerId: SUBJECT_USER_ID,
+    },
+    {
+      id: UNAUTHORIZED_TEAM_ID,
+      name: 'FED-M3-06 Unauthorized Team',
+      slug: 'fed-m3-06-unauthorized-team',
+      ownerId: OTHER_USER_ID,
+      managerId: OTHER_USER_ID,
+    },
+  ]);
+
+  await dbHandle.db.insert(projects).values([
+    {
+      id: PERSONAL_PROJECT_ID,
+      name: 'FED-M3-06 Personal Project',
+      ownerId: SUBJECT_USER_ID,
+      ownerType: 'user',
+    },
+    {
+      id: TEAM_PROJECT_ID,
+      name: 'FED-M3-06 Team Project',
+      teamId: TEAM_ID,
+      ownerType: 'team',
+    },
+    {
+      id: UNAUTHORIZED_PROJECT_ID,
+      name: 'FED-M3-06 Unauthorized Project',
+      teamId: UNAUTHORIZED_TEAM_ID,
+      ownerType: 'team',
+    },
+  ]);
+
+  await dbHandle.db.insert(missions).values([
+    {
+      id: PERSONAL_MISSION_ID,
+      name: 'FED-M3-06 Personal Mission',
+      projectId: PERSONAL_PROJECT_ID,
+      userId: SUBJECT_USER_ID,
+    },
+    {
+      id: TEAM_MISSION_ID,
+      name: 'FED-M3-06 Team Mission',
+      projectId: TEAM_PROJECT_ID,
+      userId: SUBJECT_USER_ID,
+    },
+    {
+      id: UNAUTHORIZED_MISSION_ID,
+      name: 'FED-M3-06 Unauthorized Mission',
+      projectId: UNAUTHORIZED_PROJECT_ID,
+      userId: SUBJECT_USER_ID,
+    },
+  ]);
+
+  await dbHandle.db.insert(missionTasks).values([
+    {
+      id: SUBJECT_TEAM_NOTE_ID,
+      missionId: TEAM_MISSION_ID,
+      userId: SUBJECT_USER_ID,
+      notes: 'subject note on team mission',
+      createdAt: new Date('2026-06-24T03:00:00.000Z'),
+      updatedAt: new Date('2026-06-24T03:00:00.000Z'),
+    },
+    {
+      id: OTHER_TEAM_NOTE_ID,
+      missionId: TEAM_MISSION_ID,
+      userId: OTHER_USER_ID,
+      notes: 'other user note on team mission',
+      createdAt: new Date('2026-06-24T02:00:00.000Z'),
+      updatedAt: new Date('2026-06-24T02:00:00.000Z'),
+    },
+    {
+      id: SUBJECT_PERSONAL_NOTE_ID,
+      missionId: PERSONAL_MISSION_ID,
+      userId: SUBJECT_USER_ID,
+      notes: 'subject note on personal mission',
+      createdAt: new Date('2026-06-24T01:00:00.000Z'),
+      updatedAt: new Date('2026-06-24T01:00:00.000Z'),
+    },
+    {
+      id: SUBJECT_UNAUTHORIZED_NOTE_ID,
+      missionId: UNAUTHORIZED_MISSION_ID,
+      userId: SUBJECT_USER_ID,
+      notes: 'subject note outside grant-visible missions',
+      createdAt: new Date('2026-06-24T04:00:00.000Z'),
+      updatedAt: new Date('2026-06-24T04:00:00.000Z'),
+    },
+  ]);
+}
+
+describe('FederationGetQueryService', () => {
+  beforeAll(async () => {
+    dbHandle = createPgliteDb(`memory://fed-m3-06-get-${Date.now()}`);
+    await runPgliteMigrations(dbHandle);
+    await seedNotesFixture();
+  });
+
+  afterAll(async () => {
+    await dbHandle?.close();
+    dbHandle = undefined;
+  });
+
+  it('denies sensitive resources in native RBAC for M3 get reads', async () => {
+    const service = makeService();
+
+    await expect(
+      service.evaluateReadAccess({
+        grantId: 'grant-1',
+        peerId: 'peer-1',
+        subjectUserId: 'user-1',
+        resource: 'credentials',
+      }),
+    ).resolves.toMatchObject({
+      allowed: false,
+      reason: 'credentials federation get access is not implemented in M3',
+    });
+  });
+
+  it('allows personal memory reads without requiring team lookup', async () => {
+    const service = makeService();
+
+    await expect(
+      service.evaluateReadAccess({
+        grantId: 'grant-1',
+        peerId: 'peer-1',
+        subjectUserId: 'user-1',
+        resource: 'memory',
+      }),
+    ).resolves.toEqual({
+      allowed: true,
+      access: { includePersonal: true, teamIds: [] },
+    });
+  });
+
+  it('uses subject team membership as the native RBAC upper bound for task and note reads', async () => {
+    const service = makeService();
+    const listSubjectTeamIds = vi.fn().mockResolvedValue(['team-1', 'team-2']);
+    (
+      service as unknown as {
+        listSubjectTeamIds: (subjectUserId: string) => Promise<string[]>;
+      }
+    ).listSubjectTeamIds = listSubjectTeamIds;
+
+    await expect(
+      service.evaluateReadAccess({
+        grantId: 'grant-1',
+        peerId: 'peer-1',
+        subjectUserId: 'user-1',
+        resource: 'tasks',
+      }),
+    ).resolves.toEqual({
+      allowed: true,
+      access: { includePersonal: true, teamIds: ['team-1', 'team-2'] },
+    });
+    expect(listSubjectTeamIds).toHaveBeenCalledWith('user-1');
+  });
+
+  it('does not query storage for sensitive get resources even if scope allowed them', async () => {
+    const service = makeService();
+
+    await expect(service.get({ filter: CREDENTIAL_FILTER, id: 'cred-1' })).resolves.toEqual({
+      status: 'denied',
+      reason: 'credentials federation get is not implemented',
+    });
+  });
+
+  it('fails closed for unsupported resources instead of returning undefined', async () => {
+    const service = makeService();
+
+    await expect(
+      service.get({
+        filter: {
+          ...CREDENTIAL_FILTER,
+          resource: 'unknown-resource' as FederationScopeQueryFilter['resource'],
+        },
+        id: 'row-1',
+      }),
+    ).resolves.toEqual({
+      status: 'denied',
+      reason: 'Unsupported federation get resource: unknown-resource',
+    });
+  });
+
+  it('does not leak another user mission task note through team-scoped get reads', async () => {
+    const service = makeDbService();
+
+    await expect(
+      service.get({
+        filter: {
+          resource: 'notes',
+          subjectUserId: SUBJECT_USER_ID,
+          includePersonal: false,
+          teamIds: [TEAM_ID],
+          limit: 1,
+          maxRowsPerQuery: 10,
+        },
+        id: OTHER_TEAM_NOTE_ID,
+      }),
+    ).resolves.toEqual({
+      status: 'denied',
+      reason: 'Note is outside the federated scope',
+    });
+  });
+
+  it('does not return subject notes from missions outside the grant-visible project set', async () => {
+    const service = makeDbService();
+
+    await expect(
+      service.get({
+        filter: {
+          resource: 'notes',
+          subjectUserId: SUBJECT_USER_ID,
+          includePersonal: true,
+          teamIds: [TEAM_ID],
+          limit: 1,
+          maxRowsPerQuery: 10,
+        },
+        id: SUBJECT_UNAUTHORIZED_NOTE_ID,
+      }),
+    ).resolves.toEqual({
+      status: 'denied',
+      reason: 'Note is outside the federated scope',
+    });
+  });
+
+  it('returns a subject note only when subject ownership and authorized mission intersect', async () => {
+    const service = makeDbService();
+
+    await expect(
+      service.get({
+        filter: {
+          resource: 'notes',
+          subjectUserId: SUBJECT_USER_ID,
+          includePersonal: false,
+          teamIds: [TEAM_ID],
+          limit: 1,
+          maxRowsPerQuery: 10,
+        },
+        id: SUBJECT_TEAM_NOTE_ID,
+      }),
+    ).resolves.toMatchObject({
+      status: 'found',
+      item: {
+        id: SUBJECT_TEAM_NOTE_ID,
+        missionId: TEAM_MISSION_ID,
+        content: 'subject note on team mission',
+      },
+    });
+  });
+
+  it('does not return subject personal notes when includePersonal is false', async () => {
+    const service = makeDbService();
+
+    await expect(
+      service.get({
+        filter: {
+          resource: 'notes',
+          subjectUserId: SUBJECT_USER_ID,
+          includePersonal: false,
+          teamIds: [TEAM_ID],
+          limit: 1,
+          maxRowsPerQuery: 10,
+        },
+        id: SUBJECT_PERSONAL_NOTE_ID,
+      }),
+    ).resolves.toEqual({
+      status: 'denied',
+      reason: 'Note is outside the federated scope',
+    });
+  });
+});

apps/gateway/src/federation/server/verbs/__tests__/get.controller.spec.ts

@@ -0,0 +1,207 @@
+import 'reflect-metadata';
+import { RequestMethod } from '@nestjs/common';
+import type { FastifyRequest } from 'fastify';
+import { beforeEach, describe, expect, it, vi } from 'vitest';
+import { FederationAuthGuard } from '../../federation-auth.guard.js';
+import type {
+  FederationScopeEvaluationResult,
+  FederationScopeQueryFilter,
+} from '../../scope.service.js';
+import { GetController } from '../get.controller.js';
+import type { FederationGetQueryResult } from '../get-query.service.js';
+
+const FEDERATION_CONTEXT = {
+  grantId: 'grant-1',
+  peerId: 'peer-1',
+  subjectUserId: 'user-1',
+  scope: { resources: ['tasks'], max_rows_per_query: 25 },
+};
+
+const TASK_FILTER: FederationScopeQueryFilter = {
+  resource: 'tasks',
+  subjectUserId: 'user-1',
+  includePersonal: true,
+  teamIds: ['team-1'],
+  limit: 1,
+  maxRowsPerQuery: 25,
+};
+
+function makeRequest(): FastifyRequest {
+  return { federationContext: FEDERATION_CONTEXT } as unknown as FastifyRequest;
+}
+
+function allowedScope(
+  filter: FederationScopeQueryFilter = TASK_FILTER,
+): FederationScopeEvaluationResult {
+  return { allowed: true, filter };
+}
+
+function makeController(opts?: {
+  scopeResult?: FederationScopeEvaluationResult;
+  queryResult?: FederationGetQueryResult;
+}) {
+  const scope = {
+    evaluateAccess: vi.fn().mockResolvedValue(opts?.scopeResult ?? allowedScope()),
+  };
+  const query = {
+    evaluateReadAccess: vi.fn(),
+    get: vi.fn().mockResolvedValue(
+      opts?.queryResult ?? {
+        status: 'found',
+        item: {
+          id: 'task-1',
+          title: 'Federated task',
+          createdAt: new Date('2026-06-24T00:00:00.000Z'),
+        },
+      },
+    ),
+  };
+
+  return {
+    controller: new GetController(scope as never, query as never),
+    scope,
+    query,
+  };
+}
+
+describe('GetController', () => {
+  beforeEach(() => {
+    vi.clearAllMocks();
+  });
+
+  it('declares POST /api/federation/v1/get/:resource/:id protected only by FederationAuthGuard', () => {
+    expect(Reflect.getMetadata('path', GetController)).toBe('api/federation/v1/get');
+    expect(Reflect.getMetadata('path', GetController.prototype.get)).toBe(':resource/:id');
+    expect(Reflect.getMetadata('method', GetController.prototype.get)).toBe(RequestMethod.POST);
+    expect(Reflect.getMetadata('__guards__', GetController)).toEqual([FederationAuthGuard]);
+  });
+
+  it('runs AuthGuard context through ScopeService and returns one local-source tagged row', async () => {
+    const { controller, scope, query } = makeController();
+
+    const response = await controller.get('tasks', 'task-1', makeRequest());
+
+    expect(scope.evaluateAccess).toHaveBeenCalledWith({
+      context: FEDERATION_CONTEXT,
+      resource: 'tasks',
+      requestedLimit: 1,
+      nativeRbac: query,
+    });
+    expect(query.get).toHaveBeenCalledWith({ filter: TASK_FILTER, id: 'task-1' });
+    expect(response).toEqual({
+      item: {
+        id: 'task-1',
+        title: 'Federated task',
+        createdAt: new Date('2026-06-24T00:00:00.000Z'),
+        _source: 'local',
+      },
+    });
+  });
+
+  it('returns a federation error envelope when auth guard context is missing', async () => {
+    const { controller, scope, query } = makeController();
+
+    await expect(
+      controller.get('tasks', 'task-1', {} as unknown as FastifyRequest),
+    ).rejects.toMatchObject({
+      response: {
+        error: {
+          code: 'unauthorized',
+          message: 'Federation context missing',
+        },
+      },
+      status: 401,
+    });
+    expect(scope.evaluateAccess).not.toHaveBeenCalled();
+    expect(query.get).not.toHaveBeenCalled();
+  });
+
+  it('returns a federation error envelope when scope evaluation denies access', async () => {
+    const { controller, query } = makeController({
+      scopeResult: {
+        allowed: false,
+        deny: {
+          code: 'resource_excluded',
+          stage: 'resource_exclusion',
+          statusCode: 403,
+          message: 'Requested federation resource is explicitly excluded by grant scope',
+          grantId: 'grant-1',
+          peerId: 'peer-1',
+          subjectUserId: 'user-1',
+          resource: 'credentials',
+        },
+      },
+    });
+
+    await expect(controller.get('credentials', 'cred-1', makeRequest())).rejects.toMatchObject({
+      response: {
+        error: {
+          code: 'scope_violation',
+          message: 'Requested federation resource is explicitly excluded by grant scope',
+        },
+      },
+      status: 403,
+    });
+    expect(query.get).not.toHaveBeenCalled();
+  });
+
+  it('returns 404 when the scoped query layer cannot find the resource id', async () => {
+    const { controller } = makeController({ queryResult: { status: 'not_found' } });
+
+    await expect(controller.get('tasks', 'missing-task', makeRequest())).rejects.toMatchObject({
+      response: { error: { code: 'not_found' } },
+      status: 404,
+    });
+  });
+
+  it('returns 403 when the resource exists outside the RBAC/scope intersection', async () => {
+    const { controller } = makeController({
+      queryResult: { status: 'denied', reason: 'Task is outside the federated scope' },
+    });
+
+    await expect(controller.get('tasks', 'task-2', makeRequest())).rejects.toMatchObject({
+      response: {
+        error: {
+          code: 'scope_violation',
+          message: 'Task is outside the federated scope',
+        },
+      },
+      status: 403,
+    });
+  });
+
+  it('fails closed when the query layer denies an unsupported resource', async () => {
+    const unsupportedFilter: FederationScopeQueryFilter = {
+      ...TASK_FILTER,
+      resource: 'unknown-resource' as FederationScopeQueryFilter['resource'],
+    };
+    const { controller } = makeController({
+      scopeResult: allowedScope(unsupportedFilter),
+      queryResult: {
+        status: 'denied',
+        reason: 'Unsupported federation get resource: unknown-resource',
+      },
+    });
+
+    await expect(controller.get('unknown-resource', 'row-1', makeRequest())).rejects.toMatchObject({
+      response: {
+        error: {
+          code: 'scope_violation',
+          message: 'Unsupported federation get resource: unknown-resource',
+        },
+      },
+      status: 403,
+    });
+  });
+
+  it('rejects empty ids before evaluating scope', async () => {
+    const { controller, scope, query } = makeController();
+
+    await expect(controller.get('tasks', '   ', makeRequest())).rejects.toMatchObject({
+      response: { error: { code: 'invalid_request' } },
+      status: 400,
+    });
+    expect(scope.evaluateAccess).not.toHaveBeenCalled();
+    expect(query.get).not.toHaveBeenCalled();
+  });
+});

apps/gateway/src/federation/server/verbs/get-query.service.ts

@@ -0,0 +1,311 @@
+/**
+ * Federation get query layer (FED-M3-06).
+ *
+ * Read-only DB adapter used by GetController after FederationAuthGuard and
+ * FederationScopeService have established the subject user, allowed resource,
+ * native-RBAC intersection, and row cap. Audit writes are intentionally
+ * deferred to M4.
+ */
+
+import { Inject, Injectable } from '@nestjs/common';
+import {
+  and,
+  eq,
+  inArray,
+  insights,
+  or,
+  missionTasks,
+  missions,
+  preferences,
+  projects,
+  tasks,
+  teamMembers,
+  type Db,
+} from '@mosaicstack/db';
+import { DB } from '../../../database/database.module.js';
+import type {
+  FederationNativeRbacEvaluator,
+  FederationNativeRbacRequest,
+  FederationNativeRbacResult,
+  FederationScopeQueryFilter,
+} from '../scope.service.js';
+
+export interface FederationGetQueryRequest {
+  readonly filter: FederationScopeQueryFilter;
+  readonly id: string;
+}
+
+export interface FederationGetQueryFoundResult<T extends object = Record<string, unknown>> {
+  readonly status: 'found';
+  readonly item: T;
+}
+
+export interface FederationGetQueryNotFoundResult {
+  readonly status: 'not_found';
+}
+
+export interface FederationGetQueryDeniedResult {
+  readonly status: 'denied';
+  readonly reason: string;
+}
+
+export type FederationGetQueryResult<T extends object = Record<string, unknown>> =
+  | FederationGetQueryFoundResult<T>
+  | FederationGetQueryNotFoundResult
+  | FederationGetQueryDeniedResult;
+
+type RowObject = Record<string, unknown>;
+
+function firstRow<T>(rows: T[]): T | undefined {
+  return rows[0];
+}
+
+function rowBelongsToAccessibleProjectOrMission(
+  row: { projectId?: string | null; missionId?: string | null },
+  projectIds: readonly string[],
+  missionIds: readonly string[],
+): boolean {
+  return (
+    (typeof row.projectId === 'string' && projectIds.includes(row.projectId)) ||
+    (typeof row.missionId === 'string' && missionIds.includes(row.missionId))
+  );
+}
+
+@Injectable()
+export class FederationGetQueryService implements FederationNativeRbacEvaluator {
+  constructor(@Inject(DB) private readonly db: Db) {}
+
+  async evaluateReadAccess(
+    request: FederationNativeRbacRequest,
+  ): Promise<FederationNativeRbacResult> {
+    if (request.resource === 'credentials' || request.resource === 'api_keys') {
+      return {
+        allowed: false,
+        reason: `${request.resource} federation get access is not implemented in M3`,
+        details: { resource: request.resource },
+      };
+    }
+
+    if (request.resource === 'memory') {
+      return { allowed: true, access: { includePersonal: true, teamIds: [] } };
+    }
+
+    const teamIds = await this.listSubjectTeamIds(request.subjectUserId);
+    return { allowed: true, access: { includePersonal: true, teamIds } };
+  }
+
+  async get<T extends RowObject = RowObject>(
+    request: FederationGetQueryRequest,
+  ): Promise<FederationGetQueryResult<T>> {
+    return this.getByResource(request.filter, request.id) as Promise<FederationGetQueryResult<T>>;
+  }
+
+  private async getByResource(
+    filter: FederationScopeQueryFilter,
+    id: string,
+  ): Promise<FederationGetQueryResult> {
+    switch (filter.resource) {
+      case 'tasks':
+        return this.getTask(filter, id);
+      case 'notes':
+        return this.getNote(filter, id);
+      case 'memory':
+        return this.getMemory(filter, id);
+      case 'credentials':
+      case 'api_keys':
+        return { status: 'denied', reason: `${filter.resource} federation get is not implemented` };
+      default:
+        return {
+          status: 'denied',
+          reason: `Unsupported federation get resource: ${String(filter.resource)}`,
+        };
+    }
+  }
+
+  private async listSubjectTeamIds(subjectUserId: string): Promise<string[]> {
+    const rows = await this.db
+      .select({ teamId: teamMembers.teamId })
+      .from(teamMembers)
+      .where(eq(teamMembers.userId, subjectUserId));
+
+    return rows.map((row) => row.teamId);
+  }
+
+  private async listAccessibleProjectIds(filter: FederationScopeQueryFilter): Promise<string[]> {
+    const clauses = [];
+    if (filter.includePersonal) {
+      clauses.push(and(eq(projects.ownerType, 'user'), eq(projects.ownerId, filter.subjectUserId)));
+    }
+    if (filter.teamIds.length > 0) {
+      // Project team ownership follows TeamsService.canAccessProject: team-owned
+      // rows are authorized through projects.teamId, while ownerId remains the
+      // user who created/bootstrapped the project.
+      clauses.push(
+        and(eq(projects.ownerType, 'team'), inArray(projects.teamId, [...filter.teamIds])),
+      );
+    }
+
+    if (clauses.length === 0) {
+      return [];
+    }
+
+    const rows = await this.db
+      .select({ id: projects.id })
+      .from(projects)
+      .where(clauses.length === 1 ? clauses[0] : or(...clauses));
+
+    return rows.map((row) => row.id);
+  }
+
+  private async listMissionIds(projectIds: readonly string[]): Promise<string[]> {
+    if (projectIds.length === 0) {
+      return [];
+    }
+
+    const rows = await this.db
+      .select({ id: missions.id })
+      .from(missions)
+      .where(inArray(missions.projectId, [...projectIds]));
+
+    return rows.map((row) => row.id);
+  }
+
+  private async getTask(
+    filter: FederationScopeQueryFilter,
+    id: string,
+  ): Promise<FederationGetQueryResult> {
+    const row = firstRow(
+      await this.db
+        .select({
+          id: tasks.id,
+          title: tasks.title,
+          description: tasks.description,
+          status: tasks.status,
+          priority: tasks.priority,
+          projectId: tasks.projectId,
+          missionId: tasks.missionId,
+          assignee: tasks.assignee,
+          tags: tasks.tags,
+          dueDate: tasks.dueDate,
+          metadata: tasks.metadata,
+          createdAt: tasks.createdAt,
+          updatedAt: tasks.updatedAt,
+        })
+        .from(tasks)
+        .where(eq(tasks.id, id))
+        .limit(1),
+    );
+
+    if (!row) {
+      return { status: 'not_found' };
+    }
+
+    const projectIds = await this.listAccessibleProjectIds(filter);
+    const missionIds = await this.listMissionIds(projectIds);
+    if (!rowBelongsToAccessibleProjectOrMission(row, projectIds, missionIds)) {
+      return { status: 'denied', reason: 'Task is outside the federated scope' };
+    }
+
+    return { status: 'found', item: row as RowObject };
+  }
+
+  private async getNote(
+    filter: FederationScopeQueryFilter,
+    id: string,
+  ): Promise<FederationGetQueryResult> {
+    const row = firstRow(
+      await this.db
+        .select({
+          id: missionTasks.id,
+          missionId: missionTasks.missionId,
+          taskId: missionTasks.taskId,
+          userId: missionTasks.userId,
+          status: missionTasks.status,
+          content: missionTasks.notes,
+          createdAt: missionTasks.createdAt,
+          updatedAt: missionTasks.updatedAt,
+        })
+        .from(missionTasks)
+        .where(eq(missionTasks.id, id))
+        .limit(1),
+    );
+
+    if (!row || row.content === null || row.content === '') {
+      return { status: 'not_found' };
+    }
+
+    const projectIds = await this.listAccessibleProjectIds(filter);
+    const missionIds = await this.listMissionIds(projectIds);
+
+    // mission_tasks rows are user-scoped even when the mission belongs to a team.
+    // Scope-visible missions must intersect with subject ownership; team scope
+    // narrows mission IDs but never widens note reads to another user's rows.
+    if (row.userId !== filter.subjectUserId || !missionIds.includes(row.missionId)) {
+      return { status: 'denied', reason: 'Note is outside the federated scope' };
+    }
+
+    const item = { ...row } as RowObject;
+    delete item['userId'];
+    return { status: 'found', item };
+  }
+
+  private async getMemory(
+    filter: FederationScopeQueryFilter,
+    id: string,
+  ): Promise<FederationGetQueryResult> {
+    const [insightRow, preferenceRow] = await Promise.all([
+      this.db
+        .select({
+          id: insights.id,
+          userId: insights.userId,
+          kind: insights.source,
+          content: insights.content,
+          category: insights.category,
+          relevanceScore: insights.relevanceScore,
+          metadata: insights.metadata,
+          createdAt: insights.createdAt,
+          updatedAt: insights.updatedAt,
+        })
+        .from(insights)
+        .where(eq(insights.id, id))
+        .limit(1)
+        .then(firstRow),
+      this.db
+        .select({
+          id: preferences.id,
+          userId: preferences.userId,
+          kind: preferences.category,
+          key: preferences.key,
+          value: preferences.value,
+          source: preferences.source,
+          mutable: preferences.mutable,
+          createdAt: preferences.createdAt,
+          updatedAt: preferences.updatedAt,
+        })
+        .from(preferences)
+        .where(eq(preferences.id, id))
+        .limit(1)
+        .then(firstRow),
+    ]);
+
+    const candidates = [insightRow, preferenceRow].filter(
+      (row): row is NonNullable<typeof row> => row !== undefined,
+    );
+    if (candidates.length === 0) {
+      return { status: 'not_found' };
+    }
+
+    if (!filter.includePersonal) {
+      return { status: 'denied', reason: 'Memory personal rows are outside the federated scope' };
+    }
+
+    const accessible = candidates.find((row) => row.userId === filter.subjectUserId);
+    if (!accessible) {
+      return { status: 'denied', reason: 'Memory row belongs to another subject user' };
+    }
+
+    const item = { ...accessible } as RowObject;
+    delete item['userId'];
+    return { status: 'found', item };
+  }
+}

apps/gateway/src/federation/server/verbs/get.controller.ts

@@ -0,0 +1,100 @@
+/**
+ * Federation get verb (FED-M3-06).
+ *
+ * POST /api/federation/v1/get/:resource/:id
+ *
+ * Pipeline: FederationAuthGuard attaches the active grant context, then
+ * FederationScopeService enforces grant scope + native RBAC intersection, then
+ * the read-only query layer fetches one local row and tags it with `_source`.
+ * Read audit-log writes are deferred to M4; this controller does not persist
+ * request or response bodies.
+ */
+
+import { Controller, HttpException, Inject, Param, Post, Req, UseGuards } from '@nestjs/common';
+import type { FastifyRequest } from 'fastify';
+import {
+  FederationInvalidRequestError,
+  FederationNotFoundError,
+  FederationScopeViolationError,
+  FederationUnauthorizedError,
+  SOURCE_LOCAL,
+  type FederationGetResponse,
+  type SourceTag,
+} from '@mosaicstack/types';
+import { FederationAuthGuard } from '../federation-auth.guard.js';
+import '../federation-context.js';
+import { FederationScopeService } from '../scope.service.js';
+import { FederationGetQueryService } from './get-query.service.js';
+
+type FederatedRow = Record<string, unknown> & SourceTag;
+
+function scopeDenyToHttpException(deny: {
+  readonly statusCode: 400 | 403;
+  readonly message: string;
+}): HttpException {
+  const ErrorClass =
+    deny.statusCode === 400 ? FederationInvalidRequestError : FederationScopeViolationError;
+  return new HttpException(new ErrorClass(deny.message, deny).toEnvelope(), deny.statusCode);
+}
+
+@Controller('api/federation/v1/get')
+@UseGuards(FederationAuthGuard)
+export class GetController {
+  constructor(
+    @Inject(FederationScopeService) private readonly scope: FederationScopeService,
+    @Inject(FederationGetQueryService) private readonly query: FederationGetQueryService,
+  ) {}
+
+  @Post(':resource/:id')
+  async get(
+    @Param('resource') resource: string,
+    @Param('id') id: string,
+    @Req() request: FastifyRequest,
+  ): Promise<FederationGetResponse<FederatedRow>> {
+    if (!request.federationContext) {
+      throw new HttpException(
+        new FederationUnauthorizedError('Federation context missing').toEnvelope(),
+        401,
+      );
+    }
+    if (id.trim().length === 0) {
+      throw new HttpException(
+        new FederationInvalidRequestError('Federation get id must not be empty').toEnvelope(),
+        400,
+      );
+    }
+
+    const scopeResult = await this.scope.evaluateAccess({
+      context: request.federationContext,
+      resource,
+      requestedLimit: 1,
+      nativeRbac: this.query,
+    });
+
+    if (!scopeResult.allowed) {
+      throw scopeDenyToHttpException(scopeResult.deny);
+    }
+
+    const result = await this.query.get({ filter: scopeResult.filter, id });
+    if (result.status === 'not_found') {
+      throw new HttpException(
+        new FederationNotFoundError('Requested federation resource was not found').toEnvelope(),
+        404,
+      );
+    }
+    if (result.status === 'denied') {
+      throw new HttpException(
+        new FederationScopeViolationError(result.reason, {
+          resource,
+          id,
+          grantId: request.federationContext.grantId,
+          peerId: request.federationContext.peerId,
+          subjectUserId: request.federationContext.subjectUserId,
+        }).toEnvelope(),
+        403,
+      );
+    }
+
+    return { item: { ...result.item, _source: SOURCE_LOCAL } };
+  }
+}

apps/gateway/src/gc/gc.module.ts

@@ -1,5 +1,7 @@
-import { Module, type OnApplicationShutdown, Inject } from '@nestjs/common';
+import { Module, type OnApplicationShutdown, Inject, Optional } from '@nestjs/common';
 import { createQueue, type QueueHandle } from '@mosaicstack/queue';
+import type { MosaicConfig } from '@mosaicstack/config';
+import { MOSAIC_CONFIG } from '../config/config.module.js';
 import { SessionGCService } from './session-gc.service.js';
 import { REDIS } from './gc.tokens.js';
 
@@ -9,13 +11,17 @@ const GC_QUEUE_HANDLE = 'GC_QUEUE_HANDLE';
   providers: [
     {
       provide: GC_QUEUE_HANDLE,
-      useFactory: (): QueueHandle => {
+      useFactory: (config: MosaicConfig | null): QueueHandle | null => {
+        // On Local tier there is no Redis — skip the ioredis connection entirely.
+        // The Valkey GC sweep is a no-op on Local (no session keys stored there).
+        if (config?.queue?.type === 'local') return null;
         return createQueue();
       },
+      inject: [MOSAIC_CONFIG],
     },
     {
       provide: REDIS,
-      useFactory: (handle: QueueHandle) => handle.redis,
+      useFactory: (handle: QueueHandle | null) => handle?.redis ?? null,
       inject: [GC_QUEUE_HANDLE],
     },
     SessionGCService,
@@ -23,9 +29,13 @@ const GC_QUEUE_HANDLE = 'GC_QUEUE_HANDLE';
   exports: [SessionGCService],
 })
 export class GCModule implements OnApplicationShutdown {
-  constructor(@Inject(GC_QUEUE_HANDLE) private readonly handle: QueueHandle) {}
+  constructor(
+    @Optional()
+    @Inject(GC_QUEUE_HANDLE)
+    private readonly handle: QueueHandle | null,
+  ) {}
 
   async onApplicationShutdown(): Promise<void> {
-    await this.handle.close().catch(() => {});
+    await this.handle?.close().catch(() => {});
   }
 }

apps/gateway/src/gc/session-gc.service.spec.ts

@@ -119,6 +119,19 @@ describe('SessionGCService', () => {
     ).resolves.toEqual({ allowed: true });
   });
 
+  it('collect() skips Valkey but still demotes only the requested session on local tier', async () => {
+    const localService = new SessionGCService(null, mockLogService as unknown as LogService);
+
+    const result = await localService.collect('local-session');
+
+    expect(result.sessionId).toBe('local-session');
+    expect(result.cleaned.valkeyKeys).toBeUndefined();
+    expect(mockLogService.logs.promoteSessionToWarm).toHaveBeenCalledWith(
+      'local-session',
+      expect.any(Date),
+    );
+  });
+
   it('collect() returns sessionId in result', async () => {
     const result = await service.collect('test-session-id');
     expect(result.sessionId).toBe('test-session-id');

apps/gateway/src/gc/session-gc.service.ts

@@ -1,4 +1,4 @@
-import { Inject, Injectable } from '@nestjs/common';
+import { Inject, Injectable, Optional } from '@nestjs/common';
 import type { QueueHandle } from '@mosaicstack/queue';
 import type { LogService } from '@mosaicstack/log';
 import { LOG_SERVICE } from '../log/log.tokens.js';
@@ -21,7 +21,10 @@ function escapeRedisGlobLiteral(value: string): string {
 @Injectable()
 export class SessionGCService {
   constructor(
-    @Inject(REDIS) private readonly redis: QueueHandle['redis'],
+    // Local tier has no Redis; lifecycle cleanup still demotes this session's logs.
+    @Optional()
+    @Inject(REDIS)
+    private readonly redis: QueueHandle['redis'] | null,
     @Inject(LOG_SERVICE) private readonly logService: LogService,
   ) {}
 
@@ -29,8 +32,10 @@ export class SessionGCService {
    * Scan Valkey for all keys matching a pattern using SCAN (non-blocking).
    * KEYS is avoided because it blocks the Valkey event loop for the full scan
    * duration, which can cause latency spikes under production key volumes.
+   * Returns an empty population on the Local tier where Redis is disabled.
    */
   private async scanKeys(pattern: string): Promise<string[]> {
+    if (!this.redis) return [];
     const collected: string[] = [];
     let cursor = '0';
     do {
@@ -47,12 +52,14 @@ export class SessionGCService {
   async collect(sessionId: string): Promise<GCResult> {
     const result: GCResult = { sessionId, cleaned: {} };
 
-    // 1. Valkey: delete all session-scoped keys
-    const pattern = `mosaic:session:${escapeRedisGlobLiteral(sessionId)}:*`;
-    const valkeyKeys = await this.scanKeys(pattern);
-    if (valkeyKeys.length > 0) {
-      await this.redis.del(...valkeyKeys);
-      result.cleaned.valkeyKeys = valkeyKeys.length;
+    // 1. Valkey: delete all session-scoped keys (skipped on Local tier).
+    if (this.redis) {
+      const pattern = `mosaic:session:${escapeRedisGlobLiteral(sessionId)}:*`;
+      const valkeyKeys = await this.scanKeys(pattern);
+      if (valkeyKeys.length > 0) {
+        await this.redis.del(...valkeyKeys);
+        result.cleaned.valkeyKeys = valkeyKeys.length;
+      }
     }
 
     // 2. PG: demote hot-tier agent logs for this session only.

apps/gateway/src/log/cron.service.ts

@@ -18,7 +18,7 @@ import type { MosaicJobData } from '../queue/queue.service.js';
 @Injectable()
 export class CronService implements OnModuleInit, OnModuleDestroy {
   private readonly logger = new Logger(CronService.name);
-  private readonly registeredWorkers: Worker<MosaicJobData>[] = [];
+  private readonly registeredWorkers: Array<Worker<MosaicJobData>> = [];
 
   constructor(
     @Inject(SummarizationService) private readonly summarization: SummarizationService,
@@ -26,6 +26,12 @@ export class CronService implements OnModuleInit, OnModuleDestroy {
   ) {}
 
   async onModuleInit(): Promise<void> {
+    // Local tier deliberately has no BullMQ consumers or repeatable jobs.
+    if (!this.queueService.isEnabled()) {
+      this.logger.log('CronService: BullMQ disabled on local tier — no jobs will be scheduled');
+      return;
+    }
+
     const summarizationSchedule = process.env['SUMMARIZATION_CRON'] ?? '0 */6 * * *'; // every 6 hours
     const tierManagementSchedule = process.env['TIER_MANAGEMENT_CRON'] ?? '0 3 * * *'; // daily at 3am
 
@@ -39,7 +45,7 @@ export class CronService implements OnModuleInit, OnModuleDestroy {
     const summarizationWorker = this.queueService.registerWorker(QUEUE_SUMMARIZATION, async () => {
       await this.summarization.runSummarization();
     });
-    this.registeredWorkers.push(summarizationWorker);
+    if (summarizationWorker) this.registeredWorkers.push(summarizationWorker);
 
     // M6-005: Tier management repeatable job
     await this.queueService.addRepeatableJob(
@@ -51,7 +57,7 @@ export class CronService implements OnModuleInit, OnModuleDestroy {
     const tierWorker = this.queueService.registerWorker(QUEUE_TIER_MANAGEMENT, async () => {
       await this.summarization.runTierManagement();
     });
-    this.registeredWorkers.push(tierWorker);
+    if (tierWorker) this.registeredWorkers.push(tierWorker);
 
     // Retire any repeatable global GC schedule created by older deployments.
     // Session cleanup is now triggered only by an authorized session lifecycle operation.

apps/gateway/src/main.spec.ts

@@ -0,0 +1,164 @@
+import 'reflect-metadata';
+import { mkdir, mkdtemp, rm, writeFile } from 'node:fs/promises';
+import * as nodeOs from 'node:os';
+import { dirname, isAbsolute, join, relative, resolve } from 'node:path';
+import * as nodeUrl from 'node:url';
+import type { MosaicConfig } from '@mosaicstack/config';
+import type * as MosaicStorage from '@mosaicstack/storage';
+import { describe, expect, it, vi, type MockInstance } from 'vitest';
+
+// Each case uses vi.resetModules() and re-imports the full gateway graph for distinct ambient FS/env; CI needs headroom, while this still guards genuine hangs.
+const MODULE_IMPORT_TIMEOUT_MS = 120_000;
+
+function snapshotProcessEnv(): Record<string, string | undefined> {
+  return { ...process.env };
+}
+
+function restoreProcessEnv(snapshot: Record<string, string | undefined>): void {
+  for (const key of Object.keys(process.env)) {
+    if (!(key in snapshot)) {
+      delete process.env[key];
+    }
+  }
+
+  for (const [key, value] of Object.entries(snapshot)) {
+    if (value === undefined) {
+      delete process.env[key];
+      continue;
+    }
+
+    process.env[key] = value;
+  }
+}
+
+function expectPathUnderTempRoot(path: string, tempRoot: string): void {
+  const relativePath = relative(tempRoot, path);
+  expect(relativePath === '' || (!relativePath.startsWith('..') && !isAbsolute(relativePath))).toBe(
+    true,
+  );
+}
+
+async function writeFixture(path: string, contents: string, tempRoot: string): Promise<void> {
+  expectPathUnderTempRoot(path, tempRoot);
+  await mkdir(dirname(path), { recursive: true });
+  await writeFile(path, contents, 'utf8');
+}
+
+interface BootstrapPreflightResult {
+  capturedConfig: MosaicConfig | undefined;
+}
+
+async function runBootstrapPreflight(
+  anchoredConfigContents: string,
+  ambientConfigContents: string,
+): Promise<BootstrapPreflightResult> {
+  const originalEnv = snapshotProcessEnv();
+  const tempRoot = await mkdtemp(join(nodeOs.tmpdir(), 'mosaic-gateway-main-preflight-'));
+  let cwdSpy: ReturnType<typeof vi.spyOn> | undefined;
+  let exitSpy: MockInstance<typeof process.exit> | undefined;
+  let consoleInfoSpy: ReturnType<typeof vi.spyOn> | undefined;
+  let capturedConfig: MosaicConfig | undefined;
+
+  try {
+    const anchor = join(tempRoot, 'anchored', 'apps', 'gateway', 'src');
+    const homePath = join(tempRoot, 'home');
+    const cwdPath = join(tempRoot, 'ambient', 'cwd');
+    const monorepoRootConfigPath = resolve(anchor, '../../..', 'mosaic.config.json');
+
+    await mkdir(anchor, { recursive: true });
+    await mkdir(cwdPath, { recursive: true });
+
+    await writeFixture(monorepoRootConfigPath, anchoredConfigContents, tempRoot);
+    await writeFixture(join(cwdPath, 'mosaic.config.json'), ambientConfigContents, tempRoot);
+
+    process.env['HOME'] = homePath;
+    process.env['BETTER_AUTH_SECRET'] = 'fixture-secret';
+    delete process.env['MOSAIC_STORAGE_TIER'];
+    delete process.env['DATABASE_URL'];
+    delete process.env['VALKEY_URL'];
+
+    consoleInfoSpy = vi.spyOn(console, 'info').mockImplementation((): void => undefined);
+    const exitMock = vi.fn<typeof process.exit>();
+    exitSpy = vi.spyOn(process, 'exit').mockImplementation(exitMock);
+
+    vi.resetModules();
+    vi.doMock('node:os', () => ({ ...nodeOs, homedir: (): string => homePath }));
+    vi.doMock('node:url', () => ({
+      ...nodeUrl,
+      fileURLToPath: (url: string | URL): string => {
+        const actualPath = nodeUrl.fileURLToPath(url);
+        if (
+          actualPath.endsWith('/apps/gateway/src/env.ts') ||
+          actualPath.endsWith('/apps/gateway/src/env.js')
+        ) {
+          return join(anchor, 'env.ts');
+        }
+        return actualPath;
+      },
+    }));
+    cwdSpy = vi.spyOn(process, 'cwd').mockReturnValue(cwdPath);
+    vi.doMock('./tracing.js', () => ({}));
+
+    const preflightSentinel = new Error('preflight-capture-sentinel');
+    vi.doMock('@mosaicstack/storage', async () => {
+      const actual = await vi.importActual<typeof MosaicStorage>('@mosaicstack/storage');
+      return {
+        ...actual,
+        detectAndAssertTier: vi.fn((config: MosaicConfig): Promise<void> => {
+          capturedConfig = config;
+          throw preflightSentinel;
+        }),
+      };
+    });
+
+    await import('./main.js');
+    await vi.waitFor((): void => {
+      expect(exitSpy).toHaveBeenCalled();
+    });
+
+    return { capturedConfig };
+  } finally {
+    cwdSpy?.mockRestore();
+    exitSpy?.mockRestore();
+    consoleInfoSpy?.mockRestore();
+    vi.doUnmock('@mosaicstack/storage');
+    vi.doUnmock('./tracing.js');
+    vi.doUnmock('node:url');
+    vi.doUnmock('node:os');
+    vi.resetModules();
+    restoreProcessEnv(originalEnv);
+    await rm(tempRoot, { recursive: true, force: true });
+  }
+}
+
+describe('main bootstrap preflight config anchoring', (): void => {
+  it(
+    'passes the anchored monorepo-root config to detectAndAssertTier, not an ambient cwd config',
+    async (): Promise<void> => {
+      const anchoredConfig = JSON.stringify({
+        tier: 'local',
+        storage: { type: 'pglite', dataDir: '.mosaic/storage-pglite' },
+        queue: { type: 'local', dataDir: '.mosaic/queue' },
+        memory: { type: 'keyword' },
+      });
+      const ambientConfig = JSON.stringify({
+        tier: 'federated',
+        storage: {
+          type: 'postgres',
+          url: 'postgresql://ambient-attacker.invalid/mosaic',
+          enableVector: true,
+        },
+        queue: { type: 'bullmq' },
+        memory: { type: 'pgvector' },
+      });
+
+      const { capturedConfig } = await runBootstrapPreflight(anchoredConfig, ambientConfig);
+
+      expect(capturedConfig?.tier).toBe('local');
+      expect(capturedConfig?.storage).not.toEqual(
+        expect.objectContaining({ url: 'postgresql://ambient-attacker.invalid/mosaic' }),
+      );
+    },
+    MODULE_IMPORT_TIMEOUT_MS,
+  );
+});

apps/gateway/src/main.ts

@@ -1,18 +1,5 @@
 #!/usr/bin/env node
-import { config } from 'dotenv';
-import { existsSync } from 'node:fs';
-import { resolve, join } from 'node:path';
-import { homedir } from 'node:os';
-
-// Load .env from daemon config dir (global install / daemon mode).
-// Loaded first so monorepo .env can override for local dev.
-const daemonEnv = join(homedir(), '.config', 'mosaic', 'gateway', '.env');
-if (existsSync(daemonEnv)) config({ path: daemonEnv });
-
-// Load .env from monorepo root (cwd is apps/gateway when run via pnpm filter)
-config({ path: resolve(process.cwd(), '../../.env') });
-config(); // Also load apps/gateway/.env if present (overrides)
-
+import './env.js';
 import './tracing.js';
 import 'reflect-metadata';
 import { NestFactory } from '@nestjs/core';
@@ -26,6 +13,7 @@ import { mountAuthHandler } from './auth/auth.controller.js';
 import { mountMcpHandler } from './mcp/mcp.controller.js';
 import { McpService } from './mcp/mcp.service.js';
 import { detectAndAssertTier, TierDetectionError } from '@mosaicstack/storage';
+import { resolveGatewayConfigPath } from './env.js';
 
 async function bootstrap(): Promise<void> {
   const logger = new Logger('Bootstrap');
@@ -37,7 +25,7 @@ async function bootstrap(): Promise<void> {
   // Pre-flight: assert all external services required by the configured tier
   // are reachable. Runs before NestFactory.create() so failures are visible
   // immediately with actionable remediation hints.
-  const mosaicConfig = loadConfig();
+  const mosaicConfig = loadConfig(resolveGatewayConfigPath());
   try {
     await detectAndAssertTier(mosaicConfig);
   } catch (err) {

apps/gateway/src/plugin/discord-ingress.security.spec.ts

@@ -24,6 +24,7 @@ const ENV_KEYS = [
   'DISCORD_ALLOWED_CHANNEL_IDS',
   'DISCORD_ALLOWED_USER_IDS',
   'MOSAIC_AGENT_NAME',
+  'MOSAIC_AGENT_CONFIG_ID',
 ] as const;
 const savedEnv = new Map<string, string | undefined>();
 
@@ -33,12 +34,14 @@ function configureDiscordEnv(role: 'admin' | 'member' = 'admin'): void {
   process.env['DISCORD_SERVICE_USER_ID'] = 'discord-service';
   process.env['DISCORD_SERVICE_TENANT_ID'] = 'tenant-discord';
   process.env['MOSAIC_AGENT_NAME'] = 'Nova';
+  process.env['MOSAIC_AGENT_CONFIG_ID'] = 'agent-config-nova';
   process.env['DISCORD_ALLOWED_GUILD_IDS'] = 'guild-001';
   process.env['DISCORD_ALLOWED_CHANNEL_IDS'] = 'channel-001';
   process.env['DISCORD_ALLOWED_USER_IDS'] = 'user-001';
   process.env['DISCORD_INTERACTION_BINDINGS'] = JSON.stringify([
     {
       instanceId: 'Nova',
+      agentConfigId: 'agent-config-nova',
       guildId: 'guild-001',
       channelId: 'channel-001',
       pairedUsers: {
@@ -141,7 +144,7 @@ function createPayload(overrides: Partial<DiscordIngressPayload> = {}): DiscordI
     guildId: 'guild-001',
     channelId: 'channel-001',
     userId: 'user-001',
-    conversationId: 'discord-channel-001',
+    conversationId: 'Nova:discord:channel-001',
     content: 'hello Tess',
     ...overrides,
   };
@@ -153,6 +156,7 @@ describe('Discord ingress security', () => {
       JSON.stringify([
         {
           instanceId: 'Nova',
+          agentConfigId: 'agent-config-nova',
           guildId: 'guild-001',
           channelId: 'channel-001',
           pairedUsers: { 'user-001': 'admin' },
@@ -170,6 +174,7 @@ describe('Discord ingress security', () => {
       [
         {
           instanceId: 'Nova',
+          agentConfigId: 'agent-config-nova',
           guildId: 'guild-001',
           channelId: 'channel-001',
           pairedUsers: { 'user-001': { role: 'operator', mosaicUserId: 'mosaic-operator-001' } },
@@ -307,41 +312,46 @@ describe('Discord ingress security', () => {
     );
   });
 
-  it.each([
-    [
-      'binding',
-      () => {
-        process.env['MOSAIC_AGENT_NAME'] = 'Other';
-      },
-    ],
-    [
-      'durable session',
-      (durable: { getSnapshot: ReturnType<typeof vi.fn> }) => {
-        durable.getSnapshot.mockResolvedValueOnce({
-          identity: { agentName: 'Other', providerId: 'fleet', runtimeSessionId: 'runtime-1' },
-        });
-      },
-    ],
-  ])(
-    'rejects approval when the %s targets a different runtime agent',
-    async (_source, configure) => {
-      configureDiscordEnv();
-      const { gateway, client, durable } = discordGateway('admin');
-      configure(durable);
+  it('rejects approval when the durable session targets a different logical agent', async () => {
+    configureDiscordEnv();
+    const { gateway, client, durable } = discordGateway('admin');
+    durable.getSnapshot.mockResolvedValueOnce({
+      identity: { agentName: 'Other', providerId: 'fleet', runtimeSessionId: 'runtime-1' },
+    });
 
-      await gateway.handleDiscordApproval(
-        client as never,
-        ingressEnvelope('/approve', 'mismatched-agent-approve'),
-      );
+    await gateway.handleDiscordApproval(
+      client as never,
+      ingressEnvelope('/approve', 'mismatched-agent-approve'),
+    );
 
-      expect(client.emit).toHaveBeenCalledWith('discord:approval', {
-        correlationId: 'correlation-001',
-        success: false,
-        approvalId: undefined,
-        expiresAt: undefined,
-      });
-    },
-  );
+    expect(client.emit).toHaveBeenCalledWith('discord:approval', {
+      correlationId: 'correlation-001',
+      success: false,
+      approvalId: undefined,
+      expiresAt: undefined,
+    });
+  });
+
+  it('rejects privileged envelopes with a forged current conversation route', async () => {
+    configureDiscordEnv();
+    const { gateway, client } = discordGateway('admin');
+
+    await gateway.handleDiscordApproval(
+      client as never,
+      ingressEnvelope('/approve', 'forged-approval-route', {
+        conversationId: 'Nova:discord:other-channel',
+      }),
+    );
+    await gateway.handleDiscordStop(
+      client as never,
+      ingressEnvelope('/stop forged', 'forged-stop-route', {
+        conversationId: 'Nova:discord:other-channel',
+      }),
+    );
+
+    expect(client.emit).not.toHaveBeenCalledWith('discord:approval', expect.anything());
+    expect(client.emit).not.toHaveBeenCalledWith('discord:stop', expect.anything());
+  });
 
   it('rejects unpaired and non-admin Discord users for approval and stop', async () => {
     configureDiscordEnv();
@@ -398,6 +408,267 @@ describe('Discord ingress security', () => {
     ]);
   });
 
+  it.each([
+    'https://user:[email protected]/diagram.png',
+    'https://cdn.example.test/diagram.png?token=secret',
+    'https://cdn.example.test/diagram.png?X-Amz-Signature=secret',
+    'https://cdn.example.test/diagram.png?auth=secret',
+    'https://cdn.example.test/diagram.png?hm=secret',
+  ])('rejects credential-bearing attachment URLs before gateway dispatch', async (url) => {
+    configureDiscordEnv();
+    const { gateway, client } = discordGateway('admin');
+
+    await gateway.handleMessage(
+      client as never,
+      ingressEnvelope('', `credential-url-${url.length}`, {
+        conversationId: 'Nova:discord:channel-001',
+        attachments: [
+          { id: 'attachment-credential', name: 'diagram.png', url, contentType: 'image/png' },
+        ],
+      }),
+    );
+
+    expect(client.emit).not.toHaveBeenCalledWith('message:ack', expect.anything());
+  });
+
+  it("selects each binding's trusted logical-agent config when creating Discord sessions", async () => {
+    configureDiscordEnv();
+    process.env['DISCORD_ALLOWED_CHANNEL_IDS'] = 'channel-001,channel-002';
+    process.env['DISCORD_INTERACTION_BINDINGS'] = JSON.stringify([
+      {
+        instanceId: 'Nova',
+        agentConfigId: 'agent-config-nova',
+        guildId: 'guild-001',
+        channelId: 'channel-001',
+        pairedUsers: {
+          'user-001': { role: 'operator', mosaicUserId: 'mosaic-operator-001' },
+        },
+      },
+      {
+        instanceId: 'Orion',
+        agentConfigId: 'agent-config-orion',
+        guildId: 'guild-001',
+        channelId: 'channel-002',
+        pairedUsers: {
+          'user-001': { role: 'operator', mosaicUserId: 'mosaic-operator-001' },
+        },
+      },
+    ]);
+    const session = {
+      provider: 'configured-provider',
+      modelId: 'configured-model',
+      piSession: {
+        thinkingLevel: 'medium',
+        getAvailableThinkingLevels: (): string[] => ['medium'],
+      },
+    };
+    const createSession = vi.fn().mockResolvedValue(session);
+    const agentService = {
+      getSession: vi.fn().mockReturnValue(undefined),
+      createSession,
+      recordMessage: vi.fn(),
+      onEvent: vi.fn().mockReturnValue((): void => undefined),
+      addChannel: vi.fn(),
+      prompt: vi.fn().mockResolvedValue(undefined),
+    };
+    const brain = {
+      agents: {
+        findById: vi.fn((id: string) =>
+          Promise.resolve({
+            id,
+            name: id === 'agent-config-orion' ? 'Orion' : 'Nova',
+          }),
+        ),
+      },
+      conversations: {
+        findById: vi.fn().mockResolvedValue({ id: 'Nova:discord:channel-001' }),
+        findMessages: vi.fn().mockResolvedValue([]),
+        create: vi.fn().mockResolvedValue(undefined),
+        update: vi.fn().mockResolvedValue(undefined),
+        addMessage: vi.fn().mockResolvedValue(undefined),
+      },
+    };
+    const routingEngine = { resolve: vi.fn() };
+    const gateway = new ChatGateway(
+      agentService as never,
+      {} as never,
+      brain as never,
+      {} as never,
+      {} as never,
+      routingEngine as never,
+    );
+    const client = {
+      id: 'discord-client-new-session',
+      data: { discordService: true },
+      emit: vi.fn(),
+    };
+
+    await gateway.handleMessage(
+      client as never,
+      ingressEnvelope('start configured session', 'configured-session-001', {
+        conversationId: 'Nova:discord:channel-001',
+      }),
+    );
+
+    await gateway.handleMessage(
+      client as never,
+      ingressEnvelope('start second configured session', 'configured-session-002', {
+        channelId: 'channel-002',
+        conversationId: 'Orion:discord:channel-002',
+      }),
+    );
+
+    expect(createSession).toHaveBeenCalledWith(
+      'Nova:discord:channel-001',
+      expect.objectContaining({
+        agentConfigId: 'agent-config-nova',
+        userId: 'discord-service',
+        tenantId: 'tenant-discord',
+      }),
+    );
+    expect(createSession).toHaveBeenCalledWith(
+      'Orion:discord:channel-002',
+      expect.objectContaining({ agentConfigId: 'agent-config-orion' }),
+    );
+    expect(routingEngine.resolve).not.toHaveBeenCalled();
+  });
+
+  it('retains validated persisted attachments in resumed conversation history', async () => {
+    const attachment = {
+      id: 'attachment-history',
+      name: 'diagram.png',
+      url: 'https://cdn.example.test/diagram.png',
+      mimeType: 'image/png',
+      sizeBytes: 4_096,
+    };
+    const gateway = new ChatGateway(
+      {} as never,
+      {} as never,
+      {
+        conversations: {
+          findMessages: vi.fn().mockResolvedValue([
+            {
+              role: 'user',
+              content: '',
+              createdAt: new Date('2026-07-14T12:00:00.000Z'),
+              metadata: { channelAttachments: [attachment] },
+            },
+          ]),
+        },
+      } as never,
+      {} as never,
+      {} as never,
+      {} as never,
+    ) as unknown as {
+      loadConversationHistory(
+        conversationId: string,
+        userId: string,
+      ): Promise<Array<{ attachments?: readonly (typeof attachment)[] }>>;
+    };
+
+    await expect(
+      gateway.loadConversationHistory('Nova:discord:channel-001', 'discord-service'),
+    ).resolves.toEqual([expect.objectContaining({ attachments: [attachment] })]);
+  });
+
+  it('rejects malformed signed attachment payloads before gateway dispatch', async () => {
+    configureDiscordEnv();
+    const { gateway, client } = discordGateway('admin');
+    const malformedPayload: Record<string, unknown> = {
+      ...createPayload({
+        messageId: 'malformed-attachments-001',
+        conversationId: 'Nova:discord:channel-001',
+      }),
+      attachments: { id: 'not-an-array' },
+    };
+    const envelope = createDiscordIngressEnvelope(
+      malformedPayload as unknown as DiscordIngressPayload,
+      SERVICE_TOKEN,
+    );
+
+    await gateway.handleMessage(client as never, envelope);
+
+    expect(client.emit).not.toHaveBeenCalledWith('message:ack', expect.anything());
+  });
+
+  it('preserves authenticated attachment metadata through persistence and agent dispatch', async () => {
+    configureDiscordEnv();
+    const prompt = vi.fn().mockResolvedValue(undefined);
+    const addMessage = vi.fn().mockResolvedValue(undefined);
+    const session = {
+      provider: 'test-provider',
+      modelId: 'test-model',
+      piSession: {
+        thinkingLevel: 'medium',
+        getAvailableThinkingLevels: (): string[] => ['medium'],
+      },
+    };
+    const agentService = {
+      getSession: vi.fn().mockReturnValue(session),
+      recordMessage: vi.fn(),
+      onEvent: vi.fn().mockReturnValue((): void => undefined),
+      addChannel: vi.fn(),
+      prompt,
+    };
+    const brain = {
+      conversations: {
+        findById: vi.fn().mockResolvedValue({ id: 'Nova:discord:channel-001' }),
+        create: vi.fn().mockResolvedValue(undefined),
+        update: vi.fn().mockResolvedValue(undefined),
+        addMessage,
+      },
+    };
+    const gateway = new ChatGateway(
+      agentService as never,
+      {} as never,
+      brain as never,
+      {} as never,
+      {} as never,
+      {} as never,
+    );
+    const client = {
+      id: 'discord-client-001',
+      data: { discordService: true },
+      emit: vi.fn(),
+    };
+    const attachment = {
+      id: 'attachment-001',
+      name: 'diagram.png',
+      url: 'https://cdn.example.test/diagram.png',
+      contentType: 'image/png',
+      sizeBytes: 4_096,
+    };
+
+    await gateway.handleMessage(
+      client as never,
+      ingressEnvelope('', 'attachment-message-001', {
+        conversationId: 'Nova:discord:channel-001',
+        attachments: [attachment],
+      }),
+    );
+
+    const expectedAttachment = {
+      id: attachment.id,
+      name: attachment.name,
+      url: attachment.url,
+      mimeType: attachment.contentType,
+      sizeBytes: attachment.sizeBytes,
+    };
+    expect(prompt).toHaveBeenCalledWith(
+      'Nova:discord:channel-001',
+      '',
+      { userId: 'discord-service', tenantId: 'tenant-discord' },
+      [expectedAttachment],
+    );
+    expect(addMessage).toHaveBeenCalledWith(
+      expect.objectContaining({
+        conversationId: 'Nova:discord:channel-001',
+        metadata: expect.objectContaining({ channelAttachments: [expectedAttachment] }),
+      }),
+      'discord-service',
+    );
+  });
+
   it('accepts a thread message through its allowed bound parent channel', () => {
     const emitted = vi.fn();
     const plugin = new DiscordPlugin({
@@ -410,6 +681,7 @@ describe('Discord ingress security', () => {
       interactionBindings: [
         {
           instanceId: 'Nova',
+          agentConfigId: 'agent-config-nova',
           guildId: 'guild-001',
           channelId: 'channel-001',
           pairedUsers: { 'user-001': { role: 'operator', mosaicUserId: 'mosaic-operator-001' } },

apps/gateway/src/plugin/plugin.module.ts

@@ -61,6 +61,16 @@ function requiredDiscordAllowlist(name: string): string[] {
   return value;
 }
 
+function optionalPositiveInteger(name: string): number | undefined {
+  const raw = process.env[name];
+  if (raw === undefined) return undefined;
+  const value = Number(raw);
+  if (!Number.isInteger(value) || value <= 0) {
+    throw new Error(`${name} must be a positive integer when configured`);
+  }
+  return value;
+}
+
 function createPluginRegistry(): IChannelPlugin[] {
   const plugins: IChannelPlugin[] = [];
   const discordToken = process.env['DISCORD_BOT_TOKEN'];
@@ -82,6 +92,10 @@ function createPluginRegistry(): IChannelPlugin[] {
           guildId: discordGuildId,
           gatewayUrl: discordGatewayUrl,
           serviceToken: discordServiceToken,
+          messageRateLimitPerMinute: optionalPositiveInteger(
+            'DISCORD_MESSAGE_RATE_LIMIT_PER_MINUTE',
+          ),
+          threadRateLimitPerMinute: optionalPositiveInteger('DISCORD_THREAD_RATE_LIMIT_PER_MINUTE'),
           allowedGuildIds: requiredDiscordAllowlist('DISCORD_ALLOWED_GUILD_IDS'),
           allowedChannelIds: requiredDiscordAllowlist('DISCORD_ALLOWED_CHANNEL_IDS'),
           allowedUserIds: requiredDiscordAllowlist('DISCORD_ALLOWED_USER_IDS'),

apps/gateway/src/preferences/system-override.service.spec.ts

@@ -0,0 +1,23 @@
+import { describe, expect, it } from 'vitest';
+import type { MosaicConfig } from '@mosaicstack/config';
+import { SystemOverrideService } from './system-override.service.js';
+
+const localConfig = { queue: { type: 'local' } } as MosaicConfig;
+
+describe('SystemOverrideService local tier', () => {
+  it('keeps ephemeral overrides isolated by tenant and user scope', async () => {
+    const service = new SystemOverrideService(localConfig);
+    const firstScope = { tenantId: 'tenant-a', userId: 'user-a' };
+    const secondScope = { tenantId: 'tenant-b', userId: 'user-b' };
+
+    await service.set('shared-session', 'first override', firstScope);
+    await service.set('shared-session', 'second override', secondScope);
+
+    await expect(service.get('shared-session', firstScope)).resolves.toBe('first override');
+    await expect(service.get('shared-session', secondScope)).resolves.toBe('second override');
+
+    await service.clear('shared-session', firstScope);
+    await expect(service.get('shared-session', firstScope)).resolves.toBeNull();
+    await expect(service.get('shared-session', secondScope)).resolves.toBe('second override');
+  });
+});

apps/gateway/src/preferences/system-override.service.ts

@@ -1,6 +1,8 @@
-import { Injectable, Logger } from '@nestjs/common';
+import { Inject, Injectable, Logger, Optional, type OnApplicationShutdown } from '@nestjs/common';
 import { createQueue, type QueueHandle } from '@mosaicstack/queue';
+import type { MosaicConfig } from '@mosaicstack/config';
 import type { ActorTenantScope } from '../auth/session-scope.js';
+import { MOSAIC_CONFIG } from '../config/config.module.js';
 
 const scopedSessionId = (sessionId: string, scope: ActorTenantScope) =>
   `${scope.tenantId}:${scope.userId}:${sessionId}`;
@@ -15,16 +17,45 @@ interface OverrideFragment {
   addedAt: number;
 }
 
-@Injectable()
-export class SystemOverrideService {
-  private readonly logger = new Logger(SystemOverrideService.name);
-  private readonly handle: QueueHandle;
+interface LocalOverrideEntry {
+  condensed: string;
+  fragments: OverrideFragment[];
+}
 
-  constructor() {
-    this.handle = createQueue();
+@Injectable()
+export class SystemOverrideService implements OnApplicationShutdown {
+  private readonly logger = new Logger(SystemOverrideService.name);
+  private readonly handle: QueueHandle | null;
+  /** Local-tier fallback, keyed by the same tenant/user/session scope as Redis. */
+  private readonly localStore = new Map<string, LocalOverrideEntry>();
+
+  constructor(
+    @Optional()
+    @Inject(MOSAIC_CONFIG)
+    private readonly mosaicConfig: MosaicConfig | null,
+  ) {
+    this.handle = this.mosaicConfig?.queue?.type === 'local' ? null : createQueue();
+  }
+
+  async onApplicationShutdown(): Promise<void> {
+    await this.handle?.close().catch(() => {});
   }
 
   async set(sessionId: string, override: string, scope: ActorTenantScope): Promise<void> {
+    if (!this.handle) {
+      const key = scopedSessionId(sessionId, scope);
+      const entry = this.localStore.get(key) ?? { condensed: '', fragments: [] };
+      entry.fragments.push({ text: override, addedAt: Date.now() });
+      entry.condensed = await this.condenseOverrides(
+        entry.fragments.map((fragment) => fragment.text),
+      );
+      this.localStore.set(key, entry);
+      this.logger.debug(
+        `Set system override for session ${sessionId} (local, ${entry.fragments.length} fragment(s))`,
+      );
+      return;
+    }
+
     // Load existing fragments
     const existing = await this.handle.redis.get(SESSION_SYSTEM_FRAGMENTS_KEY(sessionId, scope));
     const fragments: OverrideFragment[] = existing
@@ -54,10 +85,14 @@ export class SystemOverrideService {
   }
 
   async get(sessionId: string, scope: ActorTenantScope): Promise<string | null> {
+    if (!this.handle) {
+      return this.localStore.get(scopedSessionId(sessionId, scope))?.condensed ?? null;
+    }
     return this.handle.redis.get(SESSION_SYSTEM_KEY(sessionId, scope));
   }
 
   async renew(sessionId: string, scope: ActorTenantScope): Promise<void> {
+    if (!this.handle) return;
     const pipeline = this.handle.redis.pipeline();
     pipeline.expire(SESSION_SYSTEM_KEY(sessionId, scope), SYSTEM_OVERRIDE_TTL_SECONDS);
     pipeline.expire(SESSION_SYSTEM_FRAGMENTS_KEY(sessionId, scope), SYSTEM_OVERRIDE_TTL_SECONDS);
@@ -65,6 +100,11 @@ export class SystemOverrideService {
   }
 
   async clear(sessionId: string, scope: ActorTenantScope): Promise<void> {
+    if (!this.handle) {
+      this.localStore.delete(scopedSessionId(sessionId, scope));
+      this.logger.debug(`Cleared system override for session ${sessionId} (local)`);
+      return;
+    }
     await this.handle.redis.del(
       SESSION_SYSTEM_KEY(sessionId, scope),
       SESSION_SYSTEM_FRAGMENTS_KEY(sessionId, scope),

apps/gateway/src/queue/queue.service.spec.ts

@@ -0,0 +1,36 @@
+import { describe, expect, it, vi } from 'vitest';
+import type { MosaicConfig } from '@mosaicstack/config';
+import { QueueService } from './queue.service.js';
+
+const localConfig = {
+  queue: { type: 'local' },
+} as MosaicConfig;
+
+describe('QueueService local tier', () => {
+  it('disables BullMQ and treats queue operations as local no-ops', async () => {
+    const service = new QueueService(null, localConfig);
+
+    expect(service.isEnabled()).toBe(false);
+    expect(service.getQueue('mosaic-test')).toBeNull();
+    expect(service.registerWorker('mosaic-test', vi.fn())).toBeNull();
+
+    await expect(
+      service.addRepeatableJob('mosaic-test', 'local-noop', {}, '* * * * *'),
+    ).resolves.toBeUndefined();
+    await expect(service.removeRepeatableJobs('mosaic-test', 'local-noop')).resolves.toBe(0);
+    await expect(service.getHealthStatus()).resolves.toEqual({ queues: {}, healthy: true });
+    await expect(service.listJobs()).resolves.toEqual([]);
+    await expect(service.retryJob('mosaic-test__1')).resolves.toEqual({
+      ok: false,
+      message: 'BullMQ is disabled on local tier.',
+    });
+    await expect(service.pauseQueue('mosaic-test')).resolves.toEqual({
+      ok: false,
+      message: 'BullMQ is disabled on local tier.',
+    });
+    await expect(service.resumeQueue('mosaic-test')).resolves.toEqual({
+      ok: false,
+      message: 'BullMQ is disabled on local tier.',
+    });
+  });
+});

apps/gateway/src/queue/queue.service.ts

@@ -8,7 +8,9 @@ import {
 } from '@nestjs/common';
 import { Queue, Worker, type Job, type ConnectionOptions } from 'bullmq';
 import type { LogService } from '@mosaicstack/log';
+import type { MosaicConfig } from '@mosaicstack/config';
 import { LOG_SERVICE } from '../log/log.tokens.js';
+import { MOSAIC_CONFIG } from '../config/config.module.js';
 import type { JobDto, JobStatus } from './queue-admin.dto.js';
 
 // ---------------------------------------------------------------------------
@@ -108,21 +110,42 @@ export class QueueService implements OnModuleInit, OnModuleDestroy {
   private readonly connection: ConnectionOptions;
   private readonly queues = new Map<string, Queue<MosaicJobData>>();
   private readonly workers = new Map<string, Worker<MosaicJobData>>();
+  /** False on Local tier — BullMQ/Redis operations become no-ops. */
+  private readonly enabled: boolean;
 
   constructor(
     @Optional()
     @Inject(LOG_SERVICE)
     private readonly logService: LogService | null,
+    @Optional()
+    @Inject(MOSAIC_CONFIG)
+    private readonly mosaicConfig: MosaicConfig | null,
   ) {
-    this.connection = getConnection();
+    this.enabled = this.mosaicConfig?.queue?.type !== 'local';
+    this.connection = this.enabled
+      ? getConnection()
+      : ({ host: '127.0.0.1', port: 6380 } as ConnectionOptions);
+  }
+
+  /** Returns true when BullMQ/Redis is active (Standalone and Federated tiers). */
+  isEnabled(): boolean {
+    return this.enabled;
   }
 
   onModuleInit(): void {
-    this.logger.log('QueueService initialised (BullMQ)');
+    if (this.enabled) {
+      this.logger.log('QueueService initialised (BullMQ)');
+    } else {
+      this.logger.log(
+        'QueueService: BullMQ disabled for local tier — no Redis connections will be opened',
+      );
+    }
   }
 
   async onModuleDestroy(): Promise<void> {
-    await this.closeAll();
+    if (this.enabled) {
+      await this.closeAll();
+    }
   }
 
   // -------------------------------------------------------------------------
@@ -131,8 +154,10 @@ export class QueueService implements OnModuleInit, OnModuleDestroy {
 
   /**
    * Get or create a BullMQ Queue for the given queue name.
+   * Returns null on Local tier where BullMQ is disabled.
    */
-  getQueue<T extends MosaicJobData = MosaicJobData>(name: string): Queue<T> {
+  getQueue<T extends MosaicJobData = MosaicJobData>(name: string): Queue<T> | null {
+    if (!this.enabled) return null;
     let queue = this.queues.get(name) as Queue<T> | undefined;
     if (!queue) {
       queue = new Queue<T>(name, { connection: this.connection });
@@ -144,6 +169,7 @@ export class QueueService implements OnModuleInit, OnModuleDestroy {
   /**
    * Add a BullMQ repeatable job (cron-style).
    * Uses `jobId` as a deterministic key so duplicate registrations are idempotent.
+   * No-op on Local tier.
    */
   async addRepeatableJob<T extends MosaicJobData>(
     queueName: string,
@@ -151,7 +177,13 @@ export class QueueService implements OnModuleInit, OnModuleDestroy {
     data: T,
     cronExpression: string,
   ): Promise<void> {
-    const queue = this.getQueue<T>(queueName);
+    if (!this.enabled) {
+      this.logger.debug(
+        `Skipping repeatable job "${jobName}" on "${queueName}" (local tier — BullMQ disabled)`,
+      );
+      return;
+    }
+    const queue = this.getQueue<T>(queueName)!;
     // eslint-disable-next-line @typescript-eslint/no-explicit-any
     await (queue as Queue<any>).add(jobName, data, {
       repeat: { pattern: cronExpression },
@@ -167,7 +199,14 @@ export class QueueService implements OnModuleInit, OnModuleDestroy {
    * safe retirement of previously registered system-wide jobs.
    */
   async removeRepeatableJobs(queueName: string, jobName: string): Promise<number> {
+    if (!this.enabled) {
+      this.logger.debug(
+        `Skipping repeatable-job removal for "${jobName}" on "${queueName}" (local tier — BullMQ disabled)`,
+      );
+      return 0;
+    }
     const queue = this.getQueue(queueName);
+    if (!queue) return 0;
     const jobs = await queue.getRepeatableJobs();
     const matchingJobs = jobs.filter((job) => job.name === jobName);
     await Promise.all(matchingJobs.map((job) => queue.removeRepeatableByKey(job.key)));
@@ -182,8 +221,18 @@ export class QueueService implements OnModuleInit, OnModuleDestroy {
   /**
    * Register a Worker for the given queue name with error handling and
    * exponential backoff.
+   * Returns null on Local tier where BullMQ is disabled.
    */
-  registerWorker<T extends MosaicJobData>(queueName: string, handler: JobHandler<T>): Worker<T> {
+  registerWorker<T extends MosaicJobData>(
+    queueName: string,
+    handler: JobHandler<T>,
+  ): Worker<T> | null {
+    if (!this.enabled) {
+      this.logger.debug(
+        `Skipping worker registration for "${queueName}" (local tier — BullMQ disabled)`,
+      );
+      return null;
+    }
     const worker = new Worker<T>(
       queueName,
       async (job) => {
@@ -240,8 +289,12 @@ export class QueueService implements OnModuleInit, OnModuleDestroy {
 
   /**
    * Return queue health statistics for all managed queues.
+   * Returns an empty healthy result on Local tier.
    */
   async getHealthStatus(): Promise<QueueHealthStatus> {
+    if (!this.enabled) {
+      return { queues: {}, healthy: true };
+    }
     const queues: QueueHealthStatus['queues'] = {};
     let healthy = true;
 
@@ -272,8 +325,10 @@ export class QueueService implements OnModuleInit, OnModuleDestroy {
   /**
    * List jobs across all managed queues, optionally filtered by status.
    * BullMQ jobs are fetched by state type from each queue.
+   * Returns empty array on Local tier.
    */
   async listJobs(status?: JobStatus): Promise<JobDto[]> {
+    if (!this.enabled) return [];
     const jobs: JobDto[] = [];
     const states: JobStatus[] = status
       ? [status]
@@ -300,8 +355,10 @@ export class QueueService implements OnModuleInit, OnModuleDestroy {
    * Retry a specific failed job by its BullMQ job ID (format: "queueName:id").
    * The caller passes "<queueName>__<jobId>" as the composite ID because BullMQ
    * job IDs are not globally unique — they are scoped to their queue.
+   * Returns an error on Local tier.
    */
   async retryJob(compositeId: string): Promise<{ ok: boolean; message: string }> {
+    if (!this.enabled) return { ok: false, message: 'BullMQ is disabled on local tier.' };
     const sep = compositeId.lastIndexOf('__');
     if (sep === -1) {
       return { ok: false, message: 'Invalid job id format. Expected "<queue>__<jobId>".' };
@@ -333,6 +390,7 @@ export class QueueService implements OnModuleInit, OnModuleDestroy {
    * Pause a queue by name.
    */
   async pauseQueue(name: string): Promise<{ ok: boolean; message: string }> {
+    if (!this.enabled) return { ok: false, message: 'BullMQ is disabled on local tier.' };
     const queue = this.queues.get(name);
     if (!queue) return { ok: false, message: `Queue "${name}" not found.` };
     await queue.pause();
@@ -344,6 +402,7 @@ export class QueueService implements OnModuleInit, OnModuleDestroy {
    * Resume a paused queue by name.
    */
   async resumeQueue(name: string): Promise<{ ok: boolean; message: string }> {
+    if (!this.enabled) return { ok: false, message: 'BullMQ is disabled on local tier.' };
     const queue = this.queues.get(name);
     if (!queue) return { ok: false, message: `Queue "${name}" not found.` };
     await queue.resume();

apps/gateway/src/workspace/workspace.controller.spec.ts

@@ -0,0 +1,104 @@
+import 'reflect-metadata';
+import {
+  type CanActivate,
+  type ExecutionContext,
+  type INestApplication,
+  ValidationPipe,
+} from '@nestjs/common';
+import { FastifyAdapter, type NestFastifyApplication } from '@nestjs/platform-fastify';
+import { Test } from '@nestjs/testing';
+import request from 'supertest';
+import { afterAll, beforeAll, beforeEach, describe, expect, it, vi } from 'vitest';
+import { AuthGuard } from '../auth/auth.guard.js';
+import { ProjectBootstrapService } from './project-bootstrap.service.js';
+import { WorkspaceController } from './workspace.controller.js';
+
+const bootstrapMock = vi.fn(() =>
+  Promise.resolve({
+    projectId: 'project-1',
+    workspacePath: '/opt/mosaic/.workspaces/users/user-1/project-1',
+  }),
+);
+
+const authGuard: CanActivate = {
+  canActivate(context: ExecutionContext): boolean {
+    const requestContext = context.switchToHttp().getRequest<{ user?: { id: string } }>();
+    requestContext.user = { id: 'user-1' };
+    return true;
+  },
+};
+
+describe('POST /api/workspaces repoUrl validation', () => {
+  let app: INestApplication;
+
+  beforeAll(async () => {
+    const moduleRef = await Test.createTestingModule({
+      controllers: [WorkspaceController],
+      providers: [
+        {
+          provide: ProjectBootstrapService,
+          useValue: { bootstrap: bootstrapMock },
+        },
+      ],
+    })
+      .overrideGuard(AuthGuard)
+      .useValue(authGuard)
+      .compile();
+
+    app = moduleRef.createNestApplication<NestFastifyApplication>(new FastifyAdapter());
+    app.useGlobalPipes(
+      new ValidationPipe({
+        whitelist: true,
+        forbidNonWhitelisted: true,
+        transform: true,
+      }),
+    );
+    await app.init();
+    await app.getHttpAdapter().getInstance().ready();
+  });
+
+  beforeEach(() => {
+    bootstrapMock.mockClear();
+  });
+
+  afterAll(async () => {
+    await app.close();
+  });
+
+  it.each([
+    ['a leading-dash value', '--upload-pack=sh -c id'],
+    ['an ext remote helper', 'ext::sh -c id'],
+    ['a file URL', 'file:///tmp/repository'],
+    ['an unparseable value', 'not a url'],
+    ['an SSH shorthand', '[email protected]:acme/repository.git'],
+    ['a scheme without //', 'https:example.com/acme/repository.git'],
+    ['a hostless git URL', 'git:///tmp/repository'],
+  ])('returns 400 for %s', async (_description, repoUrl) => {
+    const response = await request(app.getHttpServer())
+      .post('/api/workspaces')
+      .send({ name: 'Example', repoUrl })
+      .set('Content-Type', 'application/json');
+
+    expect(response.status).toBe(400);
+    expect(bootstrapMock).not.toHaveBeenCalled();
+  });
+
+  it.each([
+    ['a plain HTTPS repository URL', 'https://example.com/acme/repository.git'],
+    ['a git protocol repository URL', 'git://example.com/acme/repository.git'],
+  ])('accepts %s', async (_description, repoUrl) => {
+    const response = await request(app.getHttpServer())
+      .post('/api/workspaces')
+      .send({ name: 'Example', repoUrl })
+      .set('Content-Type', 'application/json');
+
+    expect(response.status).toBe(201);
+    expect(bootstrapMock).toHaveBeenCalledWith({
+      name: 'Example',
+      description: undefined,
+      userId: 'user-1',
+      teamId: undefined,
+      repoUrl,
+    });
+  });
+});

apps/gateway/src/workspace/workspace.controller.ts

@@ -1,7 +1,11 @@
 import { Body, Controller, Post, UseGuards } from '@nestjs/common';
 import { AuthGuard } from '../auth/auth.guard.js';
 import { CurrentUser } from '../auth/current-user.decorator.js';
-import { ProjectBootstrapService } from './project-bootstrap.service.js';
+import {
+  ProjectBootstrapService,
+  type BootstrapProjectResult,
+} from './project-bootstrap.service.js';
+import { CreateWorkspaceDto } from './workspace.dto.js';
 
 @Controller('api/workspaces')
 @UseGuards(AuthGuard)
@@ -11,20 +15,14 @@ export class WorkspaceController {
   @Post()
   async create(
     @CurrentUser() user: { id: string },
-    @Body()
-    body: {
-      name: string;
-      description?: string;
-      teamId?: string;
-      repoUrl?: string;
-    },
-  ) {
+    @Body() dto: CreateWorkspaceDto,
+  ): Promise<BootstrapProjectResult> {
     return this.bootstrap.bootstrap({
-      name: body.name,
-      description: body.description,
+      name: dto.name,
+      description: dto.description,
       userId: user.id,
-      teamId: body.teamId,
-      repoUrl: body.repoUrl,
+      teamId: dto.teamId,
+      repoUrl: dto.repoUrl,
     });
   }
 }

apps/gateway/src/workspace/workspace.dto.ts

@@ -0,0 +1,33 @@
+import { IsOptional, IsString, IsUrl, Matches, MaxLength } from 'class-validator';
+
+export class CreateWorkspaceDto {
+  @IsString()
+  @MaxLength(255)
+  name!: string;
+
+  @IsOptional()
+  @IsString()
+  @MaxLength(10_000)
+  description?: string;
+
+  @IsOptional()
+  @IsString()
+  teamId?: string;
+
+  @IsOptional()
+  @IsString()
+  @Matches(/^(?:https|git):\/\//i, {
+    message: 'repoUrl must be a valid https:// or git:// URL',
+  })
+  @IsUrl(
+    {
+      protocols: ['https', 'git'],
+      require_host: true,
+      require_protocol: true,
+      require_tld: false,
+      require_valid_protocol: true,
+    },
+    { message: 'repoUrl must be a valid https:// or git:// URL' },
+  )
+  repoUrl?: string;
+}

apps/gateway/src/workspace/workspace.service.spec.ts

@@ -1,11 +1,33 @@
-import { describe, it, expect, beforeEach } from 'vitest';
-import { WorkspaceService } from './workspace.service.js';
+import { BadRequestException } from '@nestjs/common';
+import fs from 'node:fs/promises';
+import os from 'node:os';
 import path from 'node:path';
+import { afterEach, beforeEach, describe, expect, it, vi } from 'vitest';
+import { WorkspaceService } from './workspace.service.js';
+
+type ExecFileMock = (
+  command: string,
+  args: readonly string[],
+  options: { cwd: string },
+  callback: (error: Error | null, stdout: string, stderr: string) => void,
+) => void;
+
+const { execFileMock } = vi.hoisted(() => ({
+  execFileMock: vi.fn<ExecFileMock>(),
+}));
+
+vi.mock('node:child_process', () => ({
+  execFile: execFileMock,
+}));
 
 describe('WorkspaceService', () => {
   let service: WorkspaceService;
 
   beforeEach(() => {
+    execFileMock.mockReset();
+    execFileMock.mockImplementation((_command, _args, _options, callback) => {
+      callback(null, '', '');
+    });
     service = new WorkspaceService();
   });
 
@@ -76,4 +98,69 @@ describe('WorkspaceService', () => {
       }
     });
   });
+
+  describe('create', () => {
+    const project = {
+      id: 'project-1',
+      ownerType: 'user',
+      userId: 'user-1',
+      teamId: null,
+    } as const;
+
+    let originalRoot: string | undefined;
+    let temporaryRoot: string;
+
+    beforeEach(async () => {
+      originalRoot = process.env['MOSAIC_ROOT'];
+      temporaryRoot = await fs.mkdtemp(path.join(os.tmpdir(), 'mosaic-workspace-'));
+      process.env['MOSAIC_ROOT'] = temporaryRoot;
+      service = new WorkspaceService();
+    });
+
+    afterEach(async () => {
+      if (originalRoot === undefined) {
+        delete process.env['MOSAIC_ROOT'];
+      } else {
+        process.env['MOSAIC_ROOT'] = originalRoot;
+      }
+      await fs.rm(temporaryRoot, { recursive: true, force: true });
+    });
+
+    it.each([
+      ['a leading-dash URL', '--upload-pack=sh -c id'],
+      ['an ext remote helper', 'ext::sh -c id'],
+      ['a file URL', 'file:///tmp/repository'],
+      ['an unparseable value', 'not a url'],
+      ['an SSH shorthand', '[email protected]:acme/repository.git'],
+      ['a scheme without //', 'https:example.com/acme/repository.git'],
+      ['a hostless git URL', 'git:///tmp/repository'],
+    ])('rejects %s before invoking git', async (_description, repoUrl) => {
+      await expect(service.create(project, repoUrl)).rejects.toBeInstanceOf(BadRequestException);
+      expect(execFileMock).not.toHaveBeenCalled();
+    });
+
+    it.each([
+      ['an HTTPS URL', 'https://example.com/acme/repository.git'],
+      ['a git protocol URL', 'git://example.com/acme/repository.git'],
+    ])('accepts %s and invokes hardened git clone arguments', async (_description, repoUrl) => {
+      const workspacePath = await service.create(project, repoUrl);
+
+      expect(execFileMock).toHaveBeenCalledOnce();
+      expect(execFileMock).toHaveBeenCalledWith(
+        'git',
+        [
+          '-c',
+          'protocol.ext.allow=never',
+          '-c',
+          'protocol.file.allow=never',
+          'clone',
+          '--',
+          repoUrl,
+          '.',
+        ],
+        { cwd: workspacePath },
+        expect.any(Function),
+      );
+    });
+  });
 });

apps/gateway/src/workspace/workspace.service.ts

@@ -1,10 +1,30 @@
-import { Injectable, Logger } from '@nestjs/common';
+import { BadRequestException, Injectable, Logger } from '@nestjs/common';
 import fs from 'node:fs/promises';
 import path from 'node:path';
 import { execFile } from 'node:child_process';
 import { promisify } from 'node:util';
 
 const execFileAsync = promisify(execFile);
+const allowedRepositoryProtocols = new Set(['https:', 'git:']);
+const repositoryUrlPrefixPattern = /^(?:https|git):\/\//i;
+const repositoryUrlError = 'repoUrl must be a valid https:// or git:// URL';
+
+function assertAllowedRepositoryUrl(repoUrl: string): void {
+  if (repoUrl.startsWith('-') || !repositoryUrlPrefixPattern.test(repoUrl)) {
+    throw new BadRequestException(repositoryUrlError);
+  }
+
+  let parsedUrl: URL;
+  try {
+    parsedUrl = new URL(repoUrl);
+  } catch {
+    throw new BadRequestException(repositoryUrlError);
+  }
+
+  if (!allowedRepositoryProtocols.has(parsedUrl.protocol) || parsedUrl.hostname.length === 0) {
+    throw new BadRequestException(repositoryUrlError);
+  }
+}
 
 export interface WorkspaceProject {
   id: string;
@@ -39,14 +59,32 @@ export class WorkspaceService {
    * If repoUrl is provided, clone instead of init.
    */
   async create(project: WorkspaceProject, repoUrl?: string): Promise<string> {
+    if (repoUrl !== undefined) {
+      assertAllowedRepositoryUrl(repoUrl);
+    }
+
     const workspacePath = this.resolvePath(project);
 
     // Create directory
     await fs.mkdir(workspacePath, { recursive: true });
 
-    if (repoUrl) {
-      // Clone existing repo
-      await execFileAsync('git', ['clone', repoUrl, '.'], { cwd: workspacePath });
+    if (repoUrl !== undefined) {
+      // Clone existing repo. Defense in depth keeps dangerous local helpers
+      // disabled and terminates option parsing before positional arguments.
+      await execFileAsync(
+        'git',
+        [
+          '-c',
+          'protocol.ext.allow=never',
+          '-c',
+          'protocol.file.allow=never',
+          'clone',
+          '--',
+          repoUrl,
+          '.',
+        ],
+        { cwd: workspacePath },
+      );
       this.logger.log(`Cloned ${repoUrl} into workspace ${workspacePath}`);
     } else {
       // Init new git repo

apps/web/index.html

@@ -0,0 +1,30 @@
+<!doctype html>
+<html lang="en">
+  <head>
+    <meta charset="UTF-8" />
+    <meta name="viewport" content="width=device-width, initial-scale=1.0" />
+    <title>Mosaic</title>
+    <meta name="description" content="Mosaic Stack Dashboard" />
+    <link rel="preconnect" href="https://fonts.googleapis.com" />
+    <link rel="preconnect" href="https://fonts.gstatic.com" crossorigin />
+    <link
+      rel="stylesheet"
+      href="https://fonts.googleapis.com/css2?family=Outfit:wght@300;400;500;600;700&family=Fira+Code:wght@400;500&display=swap"
+    />
+    <script>
+      // set data-theme before first paint so the stored theme never flashes
+      (function () {
+        try {
+          var theme = window.localStorage.getItem('mosaic-theme') || 'dark';
+          document.documentElement.setAttribute('data-theme', theme === 'light' ? 'light' : 'dark');
+        } catch (error) {
+          document.documentElement.setAttribute('data-theme', 'dark');
+        }
+      })();
+    </script>
+  </head>
+  <body>
+    <div id="root"></div>
+    <script type="module" src="/src/main.tsx"></script>
+  </body>
+</html>

apps/web/package.json

@@ -3,8 +3,10 @@
   "version": "0.0.2",
   "private": true,
   "scripts": {
-    "build": "next build",
+    "build": "node ../../scripts/build-web.mjs",
+    "build:vite": "vite build",
     "dev": "next dev",
+    "dev:vite": "vite",
     "lint": "eslint src",
     "typecheck": "tsc --noEmit",
     "test": "vitest run --passWithNoTests",
@@ -19,6 +21,7 @@
     "react": "^19.0.0",
     "react-dom": "^19.0.0",
     "react-markdown": "^10.1.0",
+    "react-router-dom": "^7.18.2",
     "socket.io-client": "^4.8.0",
     "tailwind-merge": "^3.5.0"
   },
@@ -28,9 +31,11 @@
     "@types/node": "^22.0.0",
     "@types/react": "^19.0.0",
     "@types/react-dom": "^19.0.0",
+    "@vitejs/plugin-react": "^6.0.5",
     "jsdom": "^29.0.0",
     "tailwindcss": "^4.0.0",
     "typescript": "^5.8.0",
-    "vitest": "^2.0.0"
+    "vite": "^8.2.1",
+    "vitest": "^3.2.7"
   }
 }

apps/web/src/app/auth/provider/[provider]/page.tsx

@@ -3,41 +3,56 @@
 import Link from 'next/link';
 import { useEffect, useState } from 'react';
 import { useParams, useSearchParams } from 'next/navigation';
+import { api } from '@/lib/api';
+import { resolveAuthCallbackURL } from '@/lib/auth-redirect';
 import { signIn } from '@/lib/auth-client';
-import { getSsoProvider } from '@/lib/sso-providers';
+import type { SsoProviderDiscovery } from '@/lib/sso';
 
 export default function AuthProviderRedirectPage(): React.ReactElement {
   const params = useParams<{ provider: string }>();
   const searchParams = useSearchParams();
   const providerId = typeof params.provider === 'string' ? params.provider : '';
-  const provider = getSsoProvider(providerId);
-  const callbackURL = searchParams.get('callbackURL') ?? '/chat';
+  const requestedCallbackURL = searchParams.get('callbackURL');
+  const [providerName, setProviderName] = useState<string | null>(null);
   const [error, setError] = useState<string | null>(null);
 
   useEffect(() => {
-    const currentProvider = provider;
-
-    if (!currentProvider) {
-      setError('Unknown SSO provider.');
-      return;
-    }
-
-    if (!currentProvider.enabled) {
-      setError(`${currentProvider.buttonLabel} is not enabled in this deployment.`);
-      return;
-    }
-
-    const activeProvider = currentProvider;
     let cancelled = false;
 
     async function redirectToProvider(): Promise<void> {
-      const result = await signIn.oauth2({
-        providerId: activeProvider.id,
-        callbackURL,
-      });
+      try {
+        const callbackURL = resolveAuthCallbackURL(requestedCallbackURL, window.location.origin);
+        const providers = await api<SsoProviderDiscovery[]>('/api/sso/providers');
+        if (cancelled) return;
 
-      if (!cancelled && result?.error) {
-        setError(result.error.message ?? `${activeProvider.buttonLabel} sign in failed.`);
+        const provider = providers.find((candidate) => candidate.id === providerId);
+        if (!provider) {
+          setError('Unknown SSO provider.');
+          return;
+        }
+
+        setProviderName(provider.name);
+        if (!provider.configured) {
+          setError(`${provider.name} is not enabled in this deployment.`);
+          return;
+        }
+        if (provider.loginMode !== 'oidc') {
+          setError(`${provider.name} is not available for OIDC sign in.`);
+          return;
+        }
+
+        const result = await signIn.oauth2({
+          providerId: provider.id,
+          callbackURL,
+        });
+
+        if (!cancelled && result?.error) {
+          setError(result.error.message ?? `${provider.name} sign in failed.`);
+        }
+      } catch (caught: unknown) {
+        if (!cancelled) {
+          setError(caught instanceof Error ? caught.message : 'Unable to start single sign-on.');
+        }
       }
     }
 
@@ -46,19 +61,22 @@ export default function AuthProviderRedirectPage(): React.ReactElement {
     return () => {
       cancelled = true;
     };
-  }, [callbackURL, provider]);
+  }, [providerId, requestedCallbackURL]);
 
   return (
     <div className="mx-auto flex min-h-[50vh] max-w-md flex-col justify-center">
       <h1 className="text-2xl font-semibold text-text-primary">Single sign-on</h1>
       <p className="mt-2 text-sm text-text-secondary">
-        {provider
-          ? `Redirecting you to ${provider.buttonLabel.replace('Continue with ', '')}...`
+        {providerName
+          ? `Redirecting you to ${providerName}...`
           : 'Preparing your sign-in request...'}
       </p>
 
       {error ? (
-        <div className="mt-6 rounded-lg border border-error/30 bg-error/10 px-4 py-3 text-sm text-error">
+        <div
+          role="alert"
+          className="mt-6 rounded-lg border border-error/30 bg-error/10 px-4 py-3 text-sm text-error"
+        >
           <p>{error}</p>
           <Link
             href="/login"

apps/web/src/lib/api.spec.ts

@@ -0,0 +1,57 @@
+import { afterEach, describe, expect, it, vi } from 'vitest';
+import { api } from './api';
+
+describe('api', () => {
+  afterEach(() => {
+    vi.unstubAllGlobals();
+  });
+
+  it('fetches the supplied relative path with credentials and a JSON body', async () => {
+    const fetchMock = vi.fn<typeof fetch>();
+    fetchMock.mockResolvedValue(
+      new Response(JSON.stringify({ ok: true }), {
+        status: 200,
+        headers: { 'Content-Type': 'application/json' },
+      }),
+    );
+    vi.stubGlobal('fetch', fetchMock);
+
+    await expect(
+      api<{ ok: boolean }>('/api/projects', {
+        method: 'POST',
+        body: { name: 'Mosaic' },
+      }),
+    ).resolves.toEqual({ ok: true });
+
+    expect(fetchMock).toHaveBeenCalledOnce();
+    expect(fetchMock).toHaveBeenCalledWith(
+      '/api/projects',
+      expect.objectContaining({
+        method: 'POST',
+        credentials: 'include',
+        body: JSON.stringify({ name: 'Mosaic' }),
+        headers: expect.objectContaining({
+          Accept: 'application/json',
+          'Content-Type': 'application/json',
+        }),
+      }),
+    );
+  });
+
+  it('throws the gateway JSON error with its statusCode', async () => {
+    const fetchMock = vi.fn<typeof fetch>();
+    fetchMock.mockResolvedValue(
+      new Response(JSON.stringify({ statusCode: 403, message: 'Forbidden' }), {
+        status: 403,
+        headers: { 'Content-Type': 'application/json' },
+      }),
+    );
+    vi.stubGlobal('fetch', fetchMock);
+
+    await expect(api('/api/admin/users')).rejects.toMatchObject({
+      name: 'Error',
+      message: 'Forbidden',
+      statusCode: 403,
+    });
+  });
+});

apps/web/src/lib/api.ts

@@ -1,5 +1,3 @@
-const GATEWAY_URL = process.env['NEXT_PUBLIC_GATEWAY_URL'] ?? 'http://localhost:14242';
-
 export interface ApiRequestInit extends Omit<RequestInit, 'body'> {
   body?: unknown;
 }
@@ -25,7 +23,7 @@ export async function api<T>(path: string, init?: ApiRequestInit): Promise<T> {
     headers['Content-Type'] = 'application/json';
   }
 
-  const res = await fetch(`${GATEWAY_URL}${path}`, {
+  const res = await fetch(path, {
     credentials: 'include',
     ...rest,
     headers,

apps/web/src/lib/auth-client.spec.ts

@@ -0,0 +1,29 @@
+import { afterEach, describe, expect, it, vi } from 'vitest';
+
+describe('auth client origin contract', () => {
+  afterEach(() => {
+    vi.unstubAllGlobals();
+    vi.resetModules();
+  });
+
+  it('uses the same-origin BetterAuth mount at /api/auth', async () => {
+    const fetchMock = vi.fn<typeof fetch>();
+    fetchMock.mockResolvedValue(
+      new Response(JSON.stringify({ session: null, user: null }), {
+        status: 200,
+        headers: { 'Content-Type': 'application/json' },
+      }),
+    );
+    vi.stubGlobal('fetch', fetchMock);
+
+    const { authClient } = await import('./auth-client');
+    await authClient.getSession();
+
+    expect(fetchMock).toHaveBeenCalledOnce();
+    const firstCall = fetchMock.mock.calls.at(0);
+    expect(firstCall).toBeDefined();
+    const requestURL = new URL(String(firstCall?.[0]), window.location.origin);
+    expect(requestURL.origin).toBe(window.location.origin);
+    expect(requestURL.pathname).toBe('/api/auth/get-session');
+  });
+});

apps/web/src/lib/auth-client.ts

@@ -1,8 +1,9 @@
 import { createAuthClient } from 'better-auth/react';
 import { adminClient, genericOAuthClient } from 'better-auth/client/plugins';
 
+// The gateway and BetterAuth client both use /api/auth. Omitting baseURL keeps
+// every browser request on the current origin in development and production.
 export const authClient = createAuthClient({
-  baseURL: process.env['NEXT_PUBLIC_GATEWAY_URL'] ?? 'http://localhost:14242',
   plugins: [adminClient(), genericOAuthClient()],
 });
 

apps/web/src/lib/auth-redirect.spec.ts

@@ -0,0 +1,30 @@
+import { describe, expect, it } from 'vitest';
+import { resolveAuthCallbackURL } from './auth-redirect';
+
+const CURRENT_ORIGIN = 'https://mosaic.example';
+
+describe('resolveAuthCallbackURL', () => {
+  it('preserves a canonical same-origin path with search and hash', () => {
+    expect(resolveAuthCallbackURL('/projects?view=active#current', CURRENT_ORIGIN)).toBe(
+      '/projects?view=active#current',
+    );
+  });
+
+  it.each([
+    null,
+    'chat',
+    '//evil.example',
+    '/..//evil.com',
+    '/..//evil.com/x',
+    '/./..//evil.com',
+    '/../..//evil.com',
+    '/foo/..//evil.com',
+    '/\\evil.example',
+    '/\n//evil.example',
+    '/\r//evil.example',
+    '/\t//evil.example',
+    'https://evil.example/phish',
+  ])('falls back to chat for an unsafe callback target %#', (candidate) => {
+    expect(resolveAuthCallbackURL(candidate, CURRENT_ORIGIN)).toBe('/chat');
+  });
+});

apps/web/src/lib/auth-redirect.ts

@@ -0,0 +1,23 @@
+const DEFAULT_AUTH_CALLBACK_URL = '/chat';
+
+/**
+ * Return a canonical same-origin path for post-auth navigation.
+ *
+ * Parsing before comparing origins rejects protocol-relative URLs, backslash
+ * variants, and control characters that the WHATWG parser normalizes away.
+ */
+export function resolveAuthCallbackURL(candidate: string | null, currentOrigin: string): string {
+  if (!candidate?.startsWith('/')) return DEFAULT_AUTH_CALLBACK_URL;
+
+  try {
+    const expectedOrigin = new URL(currentOrigin).origin;
+    const resolved = new URL(candidate, expectedOrigin);
+    if (resolved.origin !== expectedOrigin || resolved.pathname.startsWith('//')) {
+      return DEFAULT_AUTH_CALLBACK_URL;
+    }
+
+    return `${resolved.pathname}${resolved.search}${resolved.hash}`;
+  } catch {
+    return DEFAULT_AUTH_CALLBACK_URL;
+  }
+}

apps/web/src/lib/socket.spec.ts

@@ -0,0 +1,52 @@
+import { afterEach, beforeEach, describe, expect, it, vi } from 'vitest';
+
+const { ioMock } = vi.hoisted(() => ({
+  ioMock: vi.fn(),
+}));
+
+vi.mock('socket.io-client', () => ({
+  io: ioMock,
+}));
+
+import { destroySocket, getSocket } from './socket';
+
+describe('chat socket', () => {
+  let disconnectHandler: (() => void) | undefined;
+
+  beforeEach(() => {
+    disconnectHandler = undefined;
+    ioMock.mockReset();
+
+    const mockSocket = {
+      on: vi.fn((event: string, handler: () => void) => {
+        if (event === 'disconnect') disconnectHandler = handler;
+        return mockSocket;
+      }),
+      offAny: vi.fn(() => mockSocket),
+      disconnect: vi.fn(() => mockSocket),
+    };
+
+    ioMock.mockReturnValue(mockSocket);
+  });
+
+  afterEach(() => {
+    destroySocket();
+  });
+
+  it('creates one same-origin /chat namespace socket until it disconnects', () => {
+    const first = getSocket();
+    const second = getSocket();
+
+    expect(first).toBe(second);
+    expect(ioMock).toHaveBeenCalledOnce();
+    expect(ioMock).toHaveBeenCalledWith('/chat', {
+      withCredentials: true,
+      autoConnect: false,
+      transports: ['websocket', 'polling'],
+    });
+
+    disconnectHandler?.();
+    getSocket();
+    expect(ioMock).toHaveBeenCalledTimes(2);
+  });
+});

apps/web/src/lib/socket.ts

@@ -1,12 +1,10 @@
 import { io, type Socket } from 'socket.io-client';
 
-const GATEWAY_URL = process.env['NEXT_PUBLIC_GATEWAY_URL'] ?? 'http://localhost:14242';
-
 let socket: Socket | null = null;
 
 export function getSocket(): Socket {
   if (!socket) {
-    socket = io(`${GATEWAY_URL}/chat`, {
+    socket = io('/chat', {
       withCredentials: true,
       autoConnect: false,
       transports: ['websocket', 'polling'],

apps/web/src/lib/sso-providers.test.ts

@@ -1,48 +0,0 @@
-import { afterEach, describe, expect, it, vi } from 'vitest';
-import { getEnabledSsoProviders, getSsoProvider } from './sso-providers';
-
-describe('sso-providers', () => {
-  afterEach(() => {
-    vi.unstubAllEnvs();
-  });
-
-  it('returns the enabled providers in login button order', () => {
-    vi.stubEnv('NEXT_PUBLIC_WORKOS_ENABLED', 'true');
-    vi.stubEnv('NEXT_PUBLIC_KEYCLOAK_ENABLED', 'true');
-
-    expect(getEnabledSsoProviders()).toEqual([
-      {
-        id: 'workos',
-        buttonLabel: 'Continue with WorkOS',
-        description: 'Enterprise SSO via WorkOS',
-        enabled: true,
-        href: '/auth/provider/workos',
-      },
-      {
-        id: 'keycloak',
-        buttonLabel: 'Continue with Keycloak',
-        description: 'Enterprise SSO via Keycloak',
-        enabled: true,
-        href: '/auth/provider/keycloak',
-      },
-    ]);
-  });
-
-  it('marks disabled providers without exposing them in the enabled list', () => {
-    vi.stubEnv('NEXT_PUBLIC_WORKOS_ENABLED', 'true');
-    vi.stubEnv('NEXT_PUBLIC_KEYCLOAK_ENABLED', 'false');
-
-    expect(getEnabledSsoProviders().map((provider) => provider.id)).toEqual(['workos']);
-    expect(getSsoProvider('keycloak')).toEqual({
-      id: 'keycloak',
-      buttonLabel: 'Continue with Keycloak',
-      description: 'Enterprise SSO via Keycloak',
-      enabled: false,
-      href: '/auth/provider/keycloak',
-    });
-  });
-
-  it('returns null for unknown providers', () => {
-    expect(getSsoProvider('authentik')).toBeNull();
-  });
-});

apps/web/src/lib/sso-providers.ts

@@ -1,53 +0,0 @@
-export type SsoProviderId = 'workos' | 'keycloak';
-
-export interface SsoProvider {
-  id: SsoProviderId;
-  buttonLabel: string;
-  description: string;
-  enabled: boolean;
-  href: string;
-}
-
-const PROVIDER_METADATA: Record<SsoProviderId, Omit<SsoProvider, 'enabled' | 'href'>> = {
-  workos: {
-    id: 'workos',
-    buttonLabel: 'Continue with WorkOS',
-    description: 'Enterprise SSO via WorkOS',
-  },
-  keycloak: {
-    id: 'keycloak',
-    buttonLabel: 'Continue with Keycloak',
-    description: 'Enterprise SSO via Keycloak',
-  },
-};
-
-export function getEnabledSsoProviders(): SsoProvider[] {
-  return (Object.keys(PROVIDER_METADATA) as SsoProviderId[])
-    .map((providerId) => getSsoProvider(providerId))
-    .filter((provider): provider is SsoProvider => provider?.enabled === true);
-}
-
-export function getSsoProvider(providerId: string): SsoProvider | null {
-  if (!isSsoProviderId(providerId)) {
-    return null;
-  }
-
-  return {
-    ...PROVIDER_METADATA[providerId],
-    enabled: isSsoProviderEnabled(providerId),
-    href: `/auth/provider/${providerId}`,
-  };
-}
-
-function isSsoProviderId(value: string): value is SsoProviderId {
-  return value === 'workos' || value === 'keycloak';
-}
-
-function isSsoProviderEnabled(providerId: SsoProviderId): boolean {
-  switch (providerId) {
-    case 'workos':
-      return process.env['NEXT_PUBLIC_WORKOS_ENABLED'] === 'true';
-    case 'keycloak':
-      return process.env['NEXT_PUBLIC_KEYCLOAK_ENABLED'] === 'true';
-  }
-}

apps/web/src/main.tsx

@@ -0,0 +1,19 @@
+import { StrictMode } from 'react';
+import { createRoot } from 'react-dom/client';
+import { RouterProvider } from 'react-router-dom';
+import { ThemeProvider } from '@/providers/theme-provider';
+import { createAppRouter } from '@/routes';
+import '@/app/globals.css';
+
+const container = document.getElementById('root');
+if (!container) {
+  throw new Error('missing #root element');
+}
+
+createRoot(container).render(
+  <StrictMode>
+    <ThemeProvider>
+      <RouterProvider router={createAppRouter()} />
+    </ThemeProvider>
+  </StrictMode>,
+);

apps/web/src/routes.tsx

@@ -0,0 +1,49 @@
+import type { ReactElement } from 'react';
+import { createBrowserRouter, Navigate, Outlet, type RouteObject } from 'react-router-dom';
+import { LoginPage } from '@/spa/pages/login';
+import { RegisterPage } from '@/spa/pages/register';
+import { SsoCallbackPage } from '@/spa/pages/sso-callback';
+import { AuthGuard, GuestGuard } from '@/spa/guards';
+import { Placeholder } from '@/spa/placeholder';
+
+function GuestLayout(): ReactElement {
+  return (
+    <div className="flex min-h-screen items-center justify-center bg-surface-bg px-4 py-8">
+      <div className="w-full max-w-md rounded-xl border border-surface-border bg-surface-card p-8 shadow-lg">
+        <Outlet />
+      </div>
+    </div>
+  );
+}
+
+export const routes: RouteObject[] = [
+  {
+    element: <GuestGuard />,
+    children: [
+      {
+        element: <GuestLayout />,
+        children: [
+          { path: '/login', element: <LoginPage /> },
+          { path: '/register', element: <RegisterPage /> },
+          { path: '/auth/provider/:provider', element: <SsoCallbackPage /> },
+        ],
+      },
+    ],
+  },
+  {
+    element: <AuthGuard />,
+    children: [
+      { path: '/', element: <Navigate to="/chat" replace /> },
+      { path: '/chat', element: <Placeholder title="Chat" /> },
+      { path: '/projects', element: <Placeholder title="Projects" /> },
+      { path: '/projects/:id', element: <Placeholder title="Project" /> },
+      { path: '/tasks', element: <Placeholder title="Tasks" /> },
+      { path: '/settings', element: <Placeholder title="Settings" /> },
+      { path: '/admin', element: <Placeholder title="Admin" /> },
+    ],
+  },
+];
+
+export function createAppRouter(): ReturnType<typeof createBrowserRouter> {
+  return createBrowserRouter(routes);
+}

apps/web/src/spa/guards.spec.tsx

@@ -0,0 +1,135 @@
+import { act } from 'react';
+import { createRoot, type Root } from 'react-dom/client';
+import { createMemoryRouter, RouterProvider, type RouteObject } from 'react-router-dom';
+import { afterAll, afterEach, beforeAll, describe, expect, it, vi } from 'vitest';
+
+const { useSessionMock } = vi.hoisted(() => ({
+  useSessionMock: vi.fn(),
+}));
+
+vi.mock('@/lib/auth-client', () => ({
+  useSession: useSessionMock,
+}));
+
+import { AuthGuard, GuestGuard } from './guards';
+
+interface RenderedRouter {
+  container: HTMLDivElement;
+  router: ReturnType<typeof createMemoryRouter>;
+}
+
+const mountedRoots: Root[] = [];
+
+beforeAll(() => {
+  Object.defineProperty(globalThis, 'IS_REACT_ACT_ENVIRONMENT', {
+    configurable: true,
+    value: true,
+  });
+});
+
+afterAll(() => {
+  Reflect.deleteProperty(globalThis, 'IS_REACT_ACT_ENVIRONMENT');
+});
+
+async function renderRouter(
+  routeObjects: RouteObject[],
+  initialEntry: string,
+): Promise<RenderedRouter> {
+  const container = document.createElement('div');
+  document.body.append(container);
+  const router = createMemoryRouter(routeObjects, { initialEntries: [initialEntry] });
+  const root = createRoot(container);
+  mountedRoots.push(root);
+
+  await act(async () => {
+    root.render(<RouterProvider router={router} />);
+  });
+
+  return { container, router };
+}
+
+afterEach(async () => {
+  for (const root of mountedRoots.splice(0)) {
+    await act(async () => {
+      root.unmount();
+    });
+  }
+  document.body.replaceChildren();
+  useSessionMock.mockReset();
+});
+
+const guestRoutes: RouteObject[] = [
+  {
+    path: '/login',
+    element: <GuestGuard />,
+    children: [{ index: true, element: <p>Guest page</p> }],
+  },
+  { path: '/chat', element: <p>Chat page</p> },
+];
+
+const authenticatedRoutes: RouteObject[] = [
+  {
+    path: '/chat',
+    element: <AuthGuard />,
+    children: [{ index: true, element: <p>Private page</p> }],
+  },
+  { path: '/login', element: <p>Login page</p> },
+];
+
+describe('GuestGuard', () => {
+  it('renders the guest outlet while session lookup is pending', async () => {
+    useSessionMock.mockReturnValue({ data: null, isPending: true });
+
+    const view = await renderRouter(guestRoutes, '/login');
+
+    expect(view.container.textContent).toContain('Guest page');
+    expect(view.router.state.location.pathname).toBe('/login');
+  });
+
+  it('renders the guest outlet when no session exists', async () => {
+    useSessionMock.mockReturnValue({ data: null, isPending: false });
+
+    const view = await renderRouter(guestRoutes, '/login');
+
+    expect(view.container.textContent).toContain('Guest page');
+    expect(view.router.state.location.pathname).toBe('/login');
+  });
+
+  it('redirects an authenticated session to chat', async () => {
+    useSessionMock.mockReturnValue({ data: { user: { id: 'user-1' } }, isPending: false });
+
+    const view = await renderRouter(guestRoutes, '/login');
+
+    expect(view.container.textContent).toContain('Chat page');
+    expect(view.router.state.location.pathname).toBe('/chat');
+  });
+});
+
+describe('AuthGuard', () => {
+  it('renders the existing loading treatment while session lookup is pending', async () => {
+    useSessionMock.mockReturnValue({ data: null, isPending: true });
+
+    const view = await renderRouter(authenticatedRoutes, '/chat');
+
+    expect(view.container.textContent).toContain('Loading...');
+    expect(view.router.state.location.pathname).toBe('/chat');
+  });
+
+  it('redirects an unauthenticated visitor to login', async () => {
+    useSessionMock.mockReturnValue({ data: null, isPending: false });
+
+    const view = await renderRouter(authenticatedRoutes, '/chat');
+
+    expect(view.container.textContent).toContain('Login page');
+    expect(view.router.state.location.pathname).toBe('/login');
+  });
+
+  it('renders the authenticated outlet when a session exists', async () => {
+    useSessionMock.mockReturnValue({ data: { user: { id: 'user-1' } }, isPending: false });
+
+    const view = await renderRouter(authenticatedRoutes, '/chat');
+
+    expect(view.container.textContent).toContain('Private page');
+    expect(view.router.state.location.pathname).toBe('/chat');
+  });
+});

apps/web/src/spa/guards.tsx

@@ -0,0 +1,23 @@
+import type { ReactElement } from 'react';
+import { Navigate, Outlet } from 'react-router-dom';
+import { useSession } from '@/lib/auth-client';
+
+export function GuestGuard(): ReactElement {
+  const { data: session } = useSession();
+
+  return session ? <Navigate to="/chat" replace /> : <Outlet />;
+}
+
+export function AuthGuard(): ReactElement {
+  const { data: session, isPending } = useSession();
+
+  if (isPending) {
+    return (
+      <div className="flex min-h-screen items-center justify-center">
+        <div className="text-sm text-text-muted">Loading...</div>
+      </div>
+    );
+  }
+
+  return session ? <Outlet /> : <Navigate to="/login" replace />;
+}

apps/web/src/spa/pages/login.tsx

@@ -0,0 +1,152 @@
+import { useEffect, useState, type FormEvent, type ReactElement } from 'react';
+import { Link, useNavigate } from 'react-router-dom';
+import { SsoProviderButtons } from '@/components/auth/sso-provider-buttons';
+import { api } from '@/lib/api';
+import { authClient, signIn } from '@/lib/auth-client';
+import type { SsoProviderDiscovery } from '@/lib/sso';
+
+export function LoginPage(): ReactElement {
+  const navigate = useNavigate();
+  const [error, setError] = useState<string | null>(null);
+  const [loading, setLoading] = useState(false);
+  const [ssoProviders, setSsoProviders] = useState<SsoProviderDiscovery[]>([]);
+  const [ssoLoadingProviderId, setSsoLoadingProviderId] = useState<
+    SsoProviderDiscovery['id'] | null
+  >(null);
+
+  useEffect(() => {
+    let active = true;
+
+    void api<SsoProviderDiscovery[]>('/api/sso/providers').then(
+      (providers) => {
+        if (active) setSsoProviders(providers.filter((provider) => provider.configured));
+      },
+      () => {
+        if (active) setSsoProviders([]);
+      },
+    );
+
+    return () => {
+      active = false;
+    };
+  }, []);
+
+  async function handleSubmit(event: FormEvent<HTMLFormElement>): Promise<void> {
+    event.preventDefault();
+    setError(null);
+    setLoading(true);
+
+    const form = new FormData(event.currentTarget);
+    const email = String(form.get('email') ?? '');
+    const password = String(form.get('password') ?? '');
+
+    try {
+      const result = await signIn.email({ email, password });
+
+      if (result.error) {
+        setError(result.error.message ?? 'Sign in failed');
+        return;
+      }
+
+      navigate('/chat', { replace: true });
+    } catch (caught: unknown) {
+      setError(caught instanceof Error ? caught.message : 'Sign in failed');
+    } finally {
+      setLoading(false);
+    }
+  }
+
+  async function handleSsoSignIn(providerId: SsoProviderDiscovery['id']): Promise<void> {
+    setError(null);
+    setSsoLoadingProviderId(providerId);
+
+    try {
+      const result = await authClient.signIn.oauth2({
+        providerId,
+        callbackURL: '/chat',
+        newUserCallbackURL: '/chat',
+      });
+
+      if (result.error) {
+        setError(result.error.message ?? `Sign in with ${providerId} failed`);
+        setSsoLoadingProviderId(null);
+      }
+    } catch (caught: unknown) {
+      setError(caught instanceof Error ? caught.message : `Sign in with ${providerId} failed`);
+      setSsoLoadingProviderId(null);
+    }
+  }
+
+  return (
+    <div>
+      <h1 className="text-2xl font-semibold">Sign in</h1>
+      <p className="mt-1 text-sm text-text-secondary">Sign in to your Mosaic account</p>
+
+      {error ? (
+        <div
+          role="alert"
+          className="mt-4 rounded-lg border border-error/30 bg-error/10 px-4 py-3 text-sm text-error"
+        >
+          {error}
+        </div>
+      ) : null}
+
+      <form className="mt-6 space-y-4" onSubmit={handleSubmit}>
+        <div>
+          <label htmlFor="email" className="block text-sm font-medium text-text-secondary">
+            Email
+          </label>
+          <input
+            id="email"
+            name="email"
+            type="email"
+            autoComplete="email"
+            required
+            disabled={loading}
+            className="mt-1 block w-full rounded-lg border border-surface-border bg-surface-elevated px-3 py-2 text-sm text-text-primary placeholder:text-text-muted focus:border-blue-500 focus:outline-none focus:ring-1 focus:ring-blue-500 disabled:opacity-50"
+            placeholder="[email protected]"
+          />
+        </div>
+
+        <div>
+          <label htmlFor="password" className="block text-sm font-medium text-text-secondary">
+            Password
+          </label>
+          <input
+            id="password"
+            name="password"
+            type="password"
+            autoComplete="current-password"
+            required
+            disabled={loading}
+            className="mt-1 block w-full rounded-lg border border-surface-border bg-surface-elevated px-3 py-2 text-sm text-text-primary placeholder:text-text-muted focus:border-blue-500 focus:outline-none focus:ring-1 focus:ring-blue-500 disabled:opacity-50"
+            placeholder="••••••••"
+          />
+        </div>
+
+        <button
+          type="submit"
+          disabled={loading}
+          className="w-full rounded-lg bg-blue-600 px-4 py-2.5 text-sm font-medium text-white transition-colors hover:bg-blue-700 focus:outline-none focus:ring-2 focus:ring-blue-500 focus:ring-offset-2 focus:ring-offset-surface-card disabled:opacity-50"
+        >
+          {loading ? 'Signing in...' : 'Sign in'}
+        </button>
+      </form>
+
+      <SsoProviderButtons
+        providers={ssoProviders}
+        loadingProviderId={ssoLoadingProviderId}
+        onOidcSignIn={(providerId) => {
+          void handleSsoSignIn(providerId);
+        }}
+      />
+
+      <p className="mt-4 text-center text-sm text-text-muted">
+        Don&apos;t have an account?{' '}
+        <Link to="/register" className="text-blue-400 hover:text-blue-300">
+          Sign up
+        </Link>
+      </p>
+    </div>
+  );
+}

apps/web/src/spa/pages/register.tsx

@@ -0,0 +1,116 @@
+import { useState, type FormEvent, type ReactElement } from 'react';
+import { Link, useNavigate } from 'react-router-dom';
+import { signUp } from '@/lib/auth-client';
+
+export function RegisterPage(): ReactElement {
+  const navigate = useNavigate();
+  const [error, setError] = useState<string | null>(null);
+  const [loading, setLoading] = useState(false);
+
+  async function handleSubmit(event: FormEvent<HTMLFormElement>): Promise<void> {
+    event.preventDefault();
+    setError(null);
+    setLoading(true);
+
+    const form = new FormData(event.currentTarget);
+    const name = String(form.get('name') ?? '');
+    const email = String(form.get('email') ?? '');
+    const password = String(form.get('password') ?? '');
+
+    try {
+      const result = await signUp.email({ name, email, password });
+
+      if (result.error) {
+        setError(result.error.message ?? 'Registration failed');
+        return;
+      }
+
+      navigate('/chat', { replace: true });
+    } catch (caught: unknown) {
+      setError(caught instanceof Error ? caught.message : 'Registration failed');
+    } finally {
+      setLoading(false);
+    }
+  }
+
+  return (
+    <div>
+      <h1 className="text-2xl font-semibold">Create account</h1>
+      <p className="mt-1 text-sm text-text-secondary">Get started with Mosaic</p>
+
+      {error ? (
+        <div
+          role="alert"
+          className="mt-4 rounded-lg border border-error/30 bg-error/10 px-4 py-3 text-sm text-error"
+        >
+          {error}
+        </div>
+      ) : null}
+
+      <form className="mt-6 space-y-4" onSubmit={handleSubmit}>
+        <div>
+          <label htmlFor="name" className="block text-sm font-medium text-text-secondary">
+            Name
+          </label>
+          <input
+            id="name"
+            name="name"
+            type="text"
+            autoComplete="name"
+            required
+            disabled={loading}
+            className="mt-1 block w-full rounded-lg border border-surface-border bg-surface-elevated px-3 py-2 text-sm text-text-primary placeholder:text-text-muted focus:border-blue-500 focus:outline-none focus:ring-1 focus:ring-blue-500 disabled:opacity-50"
+            placeholder="Your name"
+          />
+        </div>
+
+        <div>
+          <label htmlFor="email" className="block text-sm font-medium text-text-secondary">
+            Email
+          </label>
+          <input
+            id="email"
+            name="email"
+            type="email"
+            autoComplete="email"
+            required
+            disabled={loading}
+            className="mt-1 block w-full rounded-lg border border-surface-border bg-surface-elevated px-3 py-2 text-sm text-text-primary placeholder:text-text-muted focus:border-blue-500 focus:outline-none focus:ring-1 focus:ring-blue-500 disabled:opacity-50"
+            placeholder="[email protected]"
+          />
+        </div>
+
+        <div>
+          <label htmlFor="password" className="block text-sm font-medium text-text-secondary">
+            Password
+          </label>
+          <input
+            id="password"
+            name="password"
+            type="password"
+            autoComplete="new-password"
+            required
+            disabled={loading}
+            className="mt-1 block w-full rounded-lg border border-surface-border bg-surface-elevated px-3 py-2 text-sm text-text-primary placeholder:text-text-muted focus:border-blue-500 focus:outline-none focus:ring-1 focus:ring-blue-500 disabled:opacity-50"
+            placeholder="••••••••"
+          />
+        </div>
+
+        <button
+          type="submit"
+          disabled={loading}
+          className="w-full rounded-lg bg-blue-600 px-4 py-2.5 text-sm font-medium text-white transition-colors hover:bg-blue-700 focus:outline-none focus:ring-2 focus:ring-blue-500 focus:ring-offset-2 focus:ring-offset-surface-card disabled:opacity-50"
+        >
+          {loading ? 'Creating account...' : 'Create account'}
+        </button>
+      </form>
+
+      <p className="mt-4 text-center text-sm text-text-muted">
+        Already have an account?{' '}
+        <Link to="/login" className="text-blue-400 hover:text-blue-300">
+          Sign in
+        </Link>
+      </p>
+    </div>
+  );
+}

apps/web/src/spa/pages/sso-callback.spec.tsx

@@ -0,0 +1,90 @@
+import { act } from 'react';
+import { createRoot, type Root } from 'react-dom/client';
+import { createMemoryRouter, RouterProvider } from 'react-router-dom';
+import { afterAll, afterEach, beforeAll, beforeEach, describe, expect, it, vi } from 'vitest';
+
+const { apiMock, oauth2Mock } = vi.hoisted(() => ({
+  apiMock: vi.fn(),
+  oauth2Mock: vi.fn(),
+}));
+
+vi.mock('@/lib/api', () => ({
+  api: apiMock,
+}));
+
+vi.mock('@/lib/auth-client', () => ({
+  signIn: { oauth2: oauth2Mock },
+}));
+
+import { SsoCallbackPage } from './sso-callback';
+
+const mountedRoots: Root[] = [];
+
+beforeAll(() => {
+  Object.defineProperty(globalThis, 'IS_REACT_ACT_ENVIRONMENT', {
+    configurable: true,
+    value: true,
+  });
+});
+
+beforeEach(() => {
+  apiMock.mockResolvedValue([
+    {
+      id: 'authentik',
+      name: 'Authentik',
+      protocols: ['oidc'],
+      configured: true,
+      loginMode: 'oidc',
+      callbackPath: '/api/auth/oauth2/callback/authentik',
+      teamSync: { enabled: false, claim: null },
+      samlFallback: { configured: false, loginUrl: null },
+      warnings: [],
+    },
+  ]);
+  oauth2Mock.mockResolvedValue({ data: null, error: null });
+});
+
+afterEach(async () => {
+  for (const root of mountedRoots.splice(0)) {
+    await act(async () => {
+      root.unmount();
+    });
+  }
+  document.body.replaceChildren();
+  apiMock.mockReset();
+  oauth2Mock.mockReset();
+});
+
+afterAll(() => {
+  Reflect.deleteProperty(globalThis, 'IS_REACT_ACT_ENVIRONMENT');
+});
+
+describe('SsoCallbackPage', () => {
+  it('rejects a control-character callback that normalizes to an external origin', async () => {
+    const router = createMemoryRouter(
+      [
+        {
+          path: '/auth/provider/:provider',
+          element: <SsoCallbackPage />,
+        },
+      ],
+      {
+        initialEntries: ['/auth/provider/authentik?callbackURL=%2F%0A%2F%2Fevil.example'],
+      },
+    );
+    const container = document.createElement('div');
+    document.body.append(container);
+    const root = createRoot(container);
+    mountedRoots.push(root);
+
+    await act(async () => {
+      root.render(<RouterProvider router={router} />);
+      await new Promise((resolve) => setTimeout(resolve, 0));
+    });
+
+    expect(oauth2Mock).toHaveBeenCalledWith({
+      providerId: 'authentik',
+      callbackURL: '/chat',
+    });
+  });
+});

apps/web/src/spa/pages/sso-callback.tsx

@@ -0,0 +1,91 @@
+import { useEffect, useState, type ReactElement } from 'react';
+import { Link, useParams, useSearchParams } from 'react-router-dom';
+import { api } from '@/lib/api';
+import { resolveAuthCallbackURL } from '@/lib/auth-redirect';
+import { signIn } from '@/lib/auth-client';
+import type { SsoProviderDiscovery } from '@/lib/sso';
+
+export function SsoCallbackPage(): ReactElement {
+  const { provider: providerId = '' } = useParams<'provider'>();
+  const [searchParams] = useSearchParams();
+  const requestedCallbackURL = searchParams.get('callbackURL');
+  const [providerName, setProviderName] = useState<string | null>(null);
+  const [error, setError] = useState<string | null>(null);
+
+  useEffect(() => {
+    let cancelled = false;
+
+    async function redirectToProvider(): Promise<void> {
+      try {
+        const callbackURL = resolveAuthCallbackURL(requestedCallbackURL, window.location.origin);
+        const providers = await api<SsoProviderDiscovery[]>('/api/sso/providers');
+        if (cancelled) return;
+
+        const provider = providers.find((candidate) => candidate.id === providerId);
+        if (!provider) {
+          setError('Unknown SSO provider.');
+          return;
+        }
+
+        setProviderName(provider.name);
+        if (!provider.configured) {
+          setError(`${provider.name} is not enabled in this deployment.`);
+          return;
+        }
+        if (provider.loginMode !== 'oidc') {
+          setError(`${provider.name} is not available for OIDC sign in.`);
+          return;
+        }
+
+        const result = await signIn.oauth2({
+          providerId: provider.id,
+          callbackURL,
+        });
+
+        if (!cancelled && result?.error) {
+          setError(result.error.message ?? `${provider.name} sign in failed.`);
+        }
+      } catch (caught: unknown) {
+        if (!cancelled) {
+          setError(caught instanceof Error ? caught.message : 'Unable to start single sign-on.');
+        }
+      }
+    }
+
+    void redirectToProvider();
+
+    return () => {
+      cancelled = true;
+    };
+  }, [providerId, requestedCallbackURL]);
+
+  return (
+    <div className="mx-auto flex min-h-[50vh] max-w-md flex-col justify-center">
+      <h1 className="text-2xl font-semibold text-text-primary">Single sign-on</h1>
+      <p className="mt-2 text-sm text-text-secondary">
+        {providerName
+          ? `Redirecting you to ${providerName}...`
+          : 'Preparing your sign-in request...'}
+      </p>
+
+      {error ? (
+        <div
+          role="alert"
+          className="mt-6 rounded-lg border border-error/30 bg-error/10 px-4 py-3 text-sm text-error"
+        >
+          <p>{error}</p>
+          <Link
+            to="/login"
+            className="mt-3 inline-block font-medium text-blue-400 hover:text-blue-300"
+          >
+            Return to login
+          </Link>
+        </div>
+      ) : (
+        <div className="mt-6 rounded-lg border border-surface-border bg-surface-elevated px-4 py-3 text-sm text-text-secondary">
+          If the redirect does not start automatically, return to the login page and try again.
+        </div>
+      )}
+    </div>
+  );
+}

apps/web/src/spa/placeholder.tsx

@@ -0,0 +1,9 @@
+import type { ReactElement } from 'react';
+
+export function Placeholder({ title }: { title: string }): ReactElement {
+  return (
+    <main className="flex min-h-screen items-center justify-center">
+      <h1 className="text-xl font-medium">{title}</h1>
+    </main>
+  );
+}

apps/web/src/spa/routes.spec.tsx

@@ -0,0 +1,58 @@
+import { isValidElement } from 'react';
+import { describe, expect, it } from 'vitest';
+import type { RouteObject } from 'react-router-dom';
+import { routes } from '@/routes';
+import { Placeholder } from '@/spa/placeholder';
+
+function collectPaths(routeObjects: RouteObject[]): string[] {
+  return routeObjects.flatMap((route) => [
+    ...(route.path ? [route.path] : []),
+    ...(route.children ? collectPaths(route.children) : []),
+  ]);
+}
+
+function findRoute(routeObjects: RouteObject[], path: string): RouteObject | undefined {
+  for (const route of routeObjects) {
+    if (route.path === path) return route;
+    const nested = route.children ? findRoute(route.children, path) : undefined;
+    if (nested) return nested;
+  }
+  return undefined;
+}
+
+describe('SPA route table', () => {
+  it('covers every v1 parity route from the Phase P RFC', () => {
+    expect(collectPaths(routes).sort()).toEqual(
+      [
+        '/',
+        '/admin',
+        '/auth/provider/:provider',
+        '/chat',
+        '/login',
+        '/projects',
+        '/projects/:id',
+        '/register',
+        '/settings',
+        '/tasks',
+      ].sort(),
+    );
+  });
+
+  it('separates guest and authenticated route groups', () => {
+    const guestPaths = collectPaths(routes.at(0)?.children ?? []);
+    const authPaths = collectPaths(routes.at(1)?.children ?? []);
+    expect(guestPaths).toContain('/login');
+    expect(guestPaths).not.toContain('/chat');
+    expect(authPaths).toContain('/chat');
+  });
+
+  it.each(['/login', '/register', '/auth/provider/:provider'])(
+    'renders a real guest page instead of the P1 placeholder at %s',
+    (path) => {
+      const element = findRoute(routes, path)?.element;
+      expect(isValidElement(element)).toBe(true);
+      if (!isValidElement(element)) throw new Error(`Missing route element for ${path}`);
+      expect(element.type).not.toBe(Placeholder);
+    },
+  );
+});

apps/web/src/test/setup.spec.ts

@@ -0,0 +1,14 @@
+import { describe, expect, it } from 'vitest';
+
+describe('Vitest abort-controller realm', () => {
+  it('provides a global signal accepted by Node native Request', () => {
+    const controller = new AbortController();
+    const request = new Request('https://mosaic.invalid/navigation', {
+      signal: controller.signal,
+    });
+
+    expect(request.signal).toBeInstanceOf(AbortSignal);
+    controller.abort();
+    expect(request.signal.aborted).toBe(true);
+  });
+});

apps/web/src/test/setup.ts

@@ -0,0 +1,23 @@
+import { transferableAbortController } from 'node:util';
+
+// jsdom installs realm-local abort constructors while Node's undici Request
+// remains native. React Router passes a global AbortSignal to Request, so both
+// constructors must come from Node's native realm during tests.
+const nativeController = transferableAbortController();
+const nativeAbortController = nativeController.constructor;
+const nativeAbortSignal = nativeController.signal.constructor;
+
+for (const target of [globalThis, window]) {
+  Object.defineProperties(target, {
+    AbortController: {
+      configurable: true,
+      writable: true,
+      value: nativeAbortController,
+    },
+    AbortSignal: {
+      configurable: true,
+      writable: true,
+      value: nativeAbortSignal,
+    },
+  });
+}

apps/web/vite.config.ts

@@ -0,0 +1,24 @@
+import { fileURLToPath } from 'node:url';
+import react from '@vitejs/plugin-react';
+import { defineConfig } from 'vite';
+
+// The proxy exists only in dev; in production the SPA is same-origin with the gateway
+// (served by it under Candidate A, or behind one FQDN under Candidate B) and every
+// request uses a relative path, so no origin may ever be configured here or in src/.
+const gatewayTarget = 'http://localhost:14242';
+
+export default defineConfig({
+  plugins: [react()],
+  resolve: {
+    alias: {
+      '@': fileURLToPath(new URL('./src', import.meta.url)),
+    },
+  },
+  server: {
+    port: 3100,
+    proxy: {
+      '/api': gatewayTarget,
+      '/socket.io': { target: gatewayTarget, ws: true },
+    },
+  },
+});

apps/web/vitest.config.ts

@@ -1,9 +1,21 @@
+import { fileURLToPath } from 'node:url';
 import { defineConfig } from 'vitest/config';
 
 export default defineConfig({
+  resolve: {
+    alias: {
+      '@': fileURLToPath(new URL('./src', import.meta.url)),
+    },
+  },
+  // tsconfig uses "jsx": "preserve" for Next; tests need esbuild to compile it
+  esbuild: {
+    jsx: 'automatic',
+  },
   test: {
     globals: true,
     environment: 'jsdom',
+    setupFiles: ['./src/test/setup.ts'],
+    isolate: true,
     exclude: ['e2e/**', 'node_modules/**'],
   },
 });

docker/gateway.Dockerfile

@@ -10,6 +10,8 @@ COPY pnpm-workspace.yaml pnpm-lock.yaml package.json ./
 COPY apps/gateway/package.json ./apps/gateway/
 COPY packages/ ./packages/
 COPY plugins/ ./plugins/
+# the root prepare script runs scripts/install-hooks.mjs on install
+COPY scripts/ ./scripts/
 RUN pnpm install --frozen-lockfile
 COPY . .
 # Build gateway and all of its workspace dependencies via turbo dependency graph
@@ -21,11 +23,22 @@ RUN pnpm --filter @mosaicstack/gateway --prod deploy --legacy /deploy
 FROM base AS runner
 WORKDIR /app
 ENV NODE_ENV=production
+# WorkspaceService shells out to git at runtime and roots workspaces at
+# $MOSAIC_ROOT/.workspaces (apps/gateway/src/workspace/workspace.service.ts);
+# mount a volume over /opt/mosaic to persist workspaces across container restarts.
+# Intentionally unpinned: Alpine's signed repository is the trust anchor; pinning
+# git was declined so routine base-image security updates remain maintainable.
+RUN apk add --no-cache git \
+  && mkdir -p /opt/mosaic/.workspaces \
+  && chown -R node:node /opt/mosaic /app
+ENV MOSAIC_ROOT=/opt/mosaic
 # Use the pnpm deploy output — resolves all deps into a flat, self-contained node_modules
-COPY --from=builder /deploy/node_modules ./node_modules
-COPY --from=builder /deploy/package.json ./package.json
+COPY --chown=node:node --from=builder /deploy/node_modules ./node_modules
+COPY --chown=node:node --from=builder /deploy/package.json ./package.json
 # dist is declared in package.json "files" so pnpm deploy copies it into /deploy;
 # copy from builder explicitly as belt-and-suspenders
-COPY --from=builder /app/apps/gateway/dist ./dist
-EXPOSE 4000
+COPY --chown=node:node --from=builder /app/apps/gateway/dist ./dist
+# gateway defaults to port 14242 (apps/gateway/src/main.ts)
+EXPOSE 14242
+USER node
 CMD ["node", "dist/main.js"]

docker/web.Dockerfile

@@ -8,9 +8,11 @@ WORKDIR /app
 COPY pnpm-workspace.yaml pnpm-lock.yaml package.json ./
 COPY apps/web/package.json ./apps/web/
 COPY packages/ ./packages/
+# the root prepare script runs scripts/install-hooks.mjs on install
+COPY scripts/ ./scripts/
 RUN pnpm install --frozen-lockfile
 COPY . .
-RUN pnpm --filter @mosaic/web build
+RUN pnpm --filter @mosaicstack/web build
 
 FROM base AS runner
 WORKDIR /app

docs/PERFORMANCE.md

@@ -149,15 +149,9 @@ for any `<Image>` components added in the future.
 
 ---
 
-## How to Apply
+## Held future procedure
 
-```bash
-# Run the DB migration (requires a live DB)
-pnpm --filter @mosaicstack/db exec drizzle-kit migrate
-
-# Or, in Docker/Swarm — migrations run automatically on gateway startup
-# via runMigrations() in packages/db/src/migrate.ts
-```
+This report is non-operative evidence, not a current runbook. Until **KBN-101-00, KBN-101-03, and KBN-101-05** land, do not execute a PostgreSQL runner from this checkout. The approved future procedure is exactly: external bootstrap → TLS/roles → `mosaic-db-migrator --run` → `mosaic-db-migrator --verify` → Gateway/Compose readiness. Deployment will supply the reviewed runner, migration-only credentials, and TLS material; Gateway startup only verifies readiness.
 
 ---
 

docs/PRD.md

@@ -79,6 +79,29 @@ Jarvis (v0.2.0) is a self-hosted AI assistant with a Python FastAPI backend and
 
 ---
 
+## Compaction Refresh Trust Lifecycle (M1, #827–#830)
+
+### Problem and objective
+
+Context compaction, session replacement, and same-PID runtime reloads can leave a previously VERIFIED runtime lease attached to stale directives. M1 must revoke that authority mechanically for Claude (including Claudex) and Pi without trusting caller-asserted identity or forking the external broker state machine.
+
+### Requirements
+
+1. `CR-REQ-01`: Claude `PreCompact` and `SessionStart` with matcher `compact`, plus Pi `session_before_compact` and the first post-`session_compact` `context`, SHALL independently revoke the active broker lease.
+2. `CR-REQ-02`: Runtime generation increases—including same-PID Pi reload/new/resume/fork and Claude resume/clear—SHALL monotonically replace the prior broker incarnation and inherit no VERIFIED lease.
+3. `CR-REQ-03`: A fired observer that cannot confirm broker revocation SHALL fail closed through lifecycle cancellation, a private local generation fence, and/or a runtime-local tool latch. The existing all-tools broker gate remains authoritative.
+4. `CR-REQ-04`: The lease TTL SHALL remain monotonic and capped at 300 seconds. If both observers are missed, within-TTL consequential actions remain allowed and after-TTL actions are denied. This named bounded residual stale window SHALL be documented without claiming a mutator-action bound inside the window.
+5. `CR-REQ-05`: Hook descendants SHALL use the broker-minted session and owner-only current-generation state inherited from register-before-exec. Caller-minted sessions and parallel lease state machines remain forbidden.
+
+### Acceptance criteria
+
+1. `AC-CR-01`: Real-socket tests prove each Claude observer revokes, Pi lifecycle tests prove both observer paths, and Claudex isolated settings preserve and install the mandatory hooks.
+2. `AC-CR-02`: A same-PID generation test proves the old generation is stale and the replacement generation is UNVERIFIED across reload/resume/fork-equivalent lifecycle events.
+3. `AC-CR-03`: RED-first T12b/T30 evidence explicitly reports dual-hook miss within TTL as **ALLOWED** and after TTL as **DENIED**.
+4. `AC-CR-04`: Attributable executable coverage is at least 85%, the full repository suite is green on deterministic main, and independent code/security review completes before merge.
+
+---
+
 ## Fleet Declarative Configuration Management Workstream (FCM, #758)
 
 ### Problem and objective
@@ -125,6 +148,105 @@ are defined in [docs/TASKS.md](./TASKS.md) and must remain one card/one PR.
 
 ---
 
+## Exact Cross-Harness Fleet Communications Contract (#766)
+
+### Problem and objective
+
+Fleet runtime contracts currently combine exact peer rows with generic operational metavariables and
+independently parsed roster data. Non-Claude harnesses can mistake those metavariables for values to
+infer, producing incorrect host, session, socket, or helper targets. The objective is one
+roster-resolved communications contract that every supported harness receives unchanged.
+
+### Normative requirements
+
+1. `FCOM-REQ-01`: Fleet commands and runtime composition SHALL use one shared v1 roster structural
+   resolver. A second lenient communications parser is forbidden.
+2. `FCOM-REQ-02`: The composed contract SHALL render the local roster member's authoritative host,
+   exact agent/session name, resolved tmux socket, exact helper path, and deterministic communications
+   generation.
+3. `FCOM-REQ-03`: Every known peer SHALL have one exact executable command. Same-host commands SHALL
+   omit `-H`; cross-host commands SHALL use only that peer's explicit roster `ssh` target; the one
+   supported fleet-wide named socket SHALL use `-L` with its exact value. A per-agent socket declaration
+   must equal that fleet-wide value; unsupported independent sockets and missing cross-host SSH data SHALL
+   fail closed.
+4. `FCOM-REQ-04`: Operational fleet examples SHALL not contain unresolved host, session, socket, or
+   helper-path metavariables. Agents SHALL select an exact rendered peer row and SHALL NOT infer,
+   substitute, or fuzzy-match targeting values.
+5. `FCOM-REQ-05`: An unknown local member or requested peer SHALL fail closed with exact-name discovery
+   guidance. Runtime composition SHALL not silently omit a requested fleet member's communications
+   contract.
+6. `FCOM-REQ-06`: Claude Code, Codex, OpenCode, and Pi SHALL receive equivalent authoritative
+   communications data through the common runtime composer.
+7. `FCOM-REQ-07`: Tests SHALL prove the contract from framework-source `TOOLS.md`, through a fresh
+   installed `TOOLS.md`, to final runtime composition and helper executability. User-owned installed
+   `TOOLS.md` content SHALL remain preserved.
+8. `FCOM-REQ-08`: Stale installed or active composed context SHALL be reported with deterministic
+   generation/repair/relaunch guidance. Currency requires the expected source and installed contract
+   marker/version plus bounded byte equality. The supported current-version repair SHALL run independently
+   of package updates, preserve divergent `TOOLS.md` bytes in a digest-qualified no-clobber backup, restore
+   a regular executable helper without following symlinks, and be idempotent. Detection and reporting SHALL
+   NOT rewrite active context, restart a session, or mutate a live fleet.
+9. `FCOM-REQ-09`: The shared resolver SHALL preserve and strictly validate every schema-supported v1
+   connector kind (`tmux`, `discord`, and `matrix`) from YAML and JSON. Every accepted snake/camel alias
+   pair SHALL reject differing dual declarations and accept identical declarations. JSON roster fallback
+   SHALL occur only when `roster.yaml` is absent; all other YAML access failures SHALL fail closed.
+10. `FCOM-REQ-10`: The communications generation SHALL cover the complete canonical rendered semantic
+    contract, including identity, role/class, resolved host/socket/helper, peer metadata, and exact commands.
+    Installed helpers SHALL be validated with no-follow filesystem inspection as regular executable files.
+    Keep-mode reseed and relaunch discovery SHALL preserve and support both YAML and JSON rosters.
+
+### Acceptance criteria
+
+1. `AC-FCOM-01`: Contract fixtures contain no unresolved operational targeting metavariables; local
+   identity contains exact host/session/socket/helper values.
+2. `AC-FCOM-02`: Same-host, cross-host, named-socket, literal-default-socket, and missing-SSH tests prove
+   exact targeting and fail-closed behavior.
+3. `AC-FCOM-03`: Unknown identities and peers report known exact names plus an exact self-scoped
+   discovery command; no fuzzy session selection is emitted.
+4. `AC-FCOM-04`: Four-harness tests prove byte-equal authoritative communications sections.
+5. `AC-FCOM-05`: Source, fresh-install, preserved-custom-install, stale-installed, composed-generation,
+   helper executable, agent-send socket isolation, and exact-target tests pass.
+6. `AC-FCOM-06`: Documentation defines non-mutating stale-context detection and operator-authorized,
+   exact-agent relaunch; no implementation path performs automatic session mutation.
+7. `AC-FCOM-07`: YAML and JSON fixtures cover every connector kind; all snake/camel aliases cover
+   identical acceptance and conflicting rejection; non-`ENOENT` YAML failures do not fall back.
+8. `AC-FCOM-08`: Missing, directory, symlink, and non-executable installed helpers fail closed. Explicit
+   current-version repair proves partial-deletion recovery, digest-qualified backup collision safety,
+   symlink-target safety, and repeated-run idempotence.
+9. `AC-FCOM-09`: Markerless-equal and wrong-version source/installed contracts are stale, and a rendered
+   role/class change produces a different communications generation.
+
+---
+
+## KBN-101 Database Runtime/Migration Role Split (#771)
+
+### Problem and objective
+
+PostgreSQL Gateway/storage currently uses one `DATABASE_URL` for runtime queries and migrations. That makes the deployed application identity an owner and prevents certification that KBN immutable event, artifact, checkpoint, and evidence relations reject runtime `UPDATE`/`DELETE`. KBN-101 freezes a least-privilege runtime/migration split before KBN-100 schema work.
+
+### Normative requirements
+
+1. `K101-REQ-01`: `DATABASE_URL` SHALL be the non-owner PostgreSQL runtime connection and `DATABASE_MIGRATION_URL` SHALL be the migration-only owner/migrator connection. They are required respectively for runtime and the dedicated `mosaic-db-migrator --run|--verify` phase in `standalone`/`federated`; local PGlite is the explicit exception. The published `@mosaicstack/db` bin maps exactly `mosaic-db-migrator` to `./dist/cli.js`, its image entrypoint is exactly `mosaic-db-migrator`, accepts no URL/SQL/schema/role argv, and returns stable sanitized exits. Every current/future PostgreSQL DDL entrypoint SHALL route to that runner or be denied, and SHALL reject `DATABASE_URL`-only execution before connection/DDL. Data migration may connect only after the runner prepares and verifies the PostgreSQL target, through dedicated non-DDL `mosaic_data_importer` and exactly `--target-url-file /run/secrets/mosaic-migrate-target-url`, its fixed paired authenticated provider-version file `/run/secrets/mosaic-migrate-target-version`, plus `--target-attestation-file /run/mosaic-attestations/migrate-target.v1.json`. KBN-101-05 obtains URL key `url` and version only from the same successful Vault KV-v2 response at `secret-{env}/mosaic-stack/database/importer` (`data.metadata.version`), renders them as one immutable generation into separate consumer copies, and never infers a provider version from DSN bytes. The trusted runner verifies TLS/identity/manifest, reads its fixed importer URL/version copies only for binding through safe no-follow fd checks, and signs a credential-free JCS/Ed25519 attestation using its runner-only fixed root-owned private-key file; no signing key reaches importer/runtime. The artifact binds secret version and SHA-256 of exact high-entropy credential-file bytes, canonical TLS host/port/database, CA/SPKI, PostgreSQL system identifier/database OID, importer role, manifest/schema fingerprints, producer invocation/build/image digest, issued/expires/nonce, and correlation. Before target connection the importer validates URL/version/attestation/public-key files, signature/key/expiry/replay/authenticated provider version/digest/generation/bindings and the importer-only CA at exact `DATABASE_TLS_CA_CERT_PATH`; after verified TLS and before DML it validates server/database/role/CA/schema identity, with same-fd/in-memory-byte TOCTOU protection, rotation/revocation, a privileged producer-only-to-importer-only artifact handoff controller that verifies/copies/fsyncs/atomically renames/seals before importer start, consumer isolation/no logging-oracle, and sanitized errors. Raw `--target-url`, `DATABASE_URL` fallback, runtime-owner use, missing/unsafe/substituted files, stale/replayed/tampered/wrong-key attestation, wrong binding, and DDL attempt fail before target connection/DDL; post-connect mismatch closes with zero DML/DDL. A reviewed finite classifier inventories executable current source/scripts/package bins, operator docs, deploy manifests, and exact normative contracts by path; active secure records pin both options/files, producer/key/bindings/tests, while normative contracts cannot mask instructions. Unknown active commands, duplicate-owner, ownerless, missing-path, and historical/status-only masking hits fail. `db:push` is forbidden outside an explicitly disposable local developer database and cannot accept a production-like URL.
+2. `K101-REQ-02`: Gateway runtime/replicas SHALL not execute migrations or DDL. The runner SHALL hold one `max:1` session and fixed two-int advisory namespace `1297044289` (`MOSA`), `1262636593` (`KBN1`) across preflight, reconciliation, migration, verification, and release. It SHALL compare the versioned canonical manifest v1 tuple (journal logical index/tag plus exact SQL-byte SHA-256) to the complete observed ledger mapping; count/set-only, timestamps, and physical insertion order are non-normative and insufficient.
+3. `K101-REQ-03`: PostgreSQL SHALL separate non-login platform database owner, non-login schema owner, dedicated `NOLOGIN SUPERUSER` `mosaic_extension_owner`, login migrator, dedicated login non-DDL data importer, non-login runtime capability, and login runtime roles. For PostgreSQL 17 + pgvector 0.8.2, `vector` is untrusted (`trusted` is absent and `relocatable=true`): only an externally controlled audited platform-bootstrap superuser session may `SET ROLE mosaic_extension_owner` for CREATE/UPDATE/SET SCHEMA, then `RESET ROLE`; the role has `rolcanlogin=false`, `rolsuper=true`, zero members, no runtime credential/Vault secret, and is never provided to app containers. It owns `mosaic_extensions`, fresh `vector`, and owner-bearing extension members, while `mosaic_schema_owner` receives only `USAGE` for type resolution and never ownership/`CREATE`/`ALTER`/`DROP`/member-change/default-privilege authority there. Superuser cannot be constrained by `GRANT`/`REVOKE`; this is identity/non-login/no-membership/external-control/audit isolation, not a false least-privilege claim. Extension operations require control-plane change, independent review, backup/rollback, maintenance window, and audit evidence. Managed targets that cannot establish this exact role are ineligible until an independently approved versioned provider-owned extension-owner profile exists; app/migrator ownership is never silently retained. Existing approved-owner extension relocation validates exact `pg_namespace.nspowner`, `pg_extension.extowner`, member ownership/schema/version, while legacy runtime-owned extension fails closed to a controlled shadow-database migration—never unsupported ownership alteration, catalog mutation, ownership adoption, or `DROP CASCADE`. Runtime, migrator, schema owner, importer, and all service roles must fail `SET ROLE`, catalog/direct `ALTER`/`UPDATE`/`DROP`/membership-change denial, role ownership, superuser/role-creation/schema-creation/TEMPORARY, unsafe membership, untrusted search path, missing grants, unauthenticated TLS, and immutable privilege drift checks. Application schema is fixed `mosaic` with exact `pg_catalog,mosaic` session path; historical public migrations remain byte-immutable legacy bootstrap only, every future Drizzle application declaration targets `mosaic`, and `vector` is explicitly qualified from non-writable `mosaic_extensions`. No config-derived SQL identifier is permitted.
+4. `K101-REQ-04`: `mosaicstack/stack` KBN-101-00 SHALL exclusively own `infra/pg-bootstrap/roles.sql`, `infra/pg-bootstrap/extensions.sql`, `infra/pg-bootstrap/README.md`, and bootstrap tests; KBN-101-05 SHALL exclusively own `tools/db/render-postgres-secrets.ts`, its tests, and current Compose/Portainer/two-gateway deployment declarations, consuming the versioned bootstrap interface without overlap. Environment IaC/Vault is named input and Mosaic deployment control plane/Jason is activation authority. Distinct runtime/migrator/importer URL, importer authenticated provider-version, DB-client CA, Gateway leaf, and PostgreSQL server key/certificate materials are provisioned before a production-like database starts. Importer and migrator have separate immutable URL/version copies at fixed `10002:10002`/`10003:10003` identities; runtime/unrelated containers receive neither importer material, attestation private key, or importer artifact. Runtime, migrator, and importer require their mounted CA plus `sslmode=verify-full`. Exact UID/GID/mode/rendering, service-DNS SANs, Vault/compose/Swarm consumer isolation, two-gateway pair ordering, server activation, pre-enforcement legacy-client drain and `hostssl` zero-plaintext-session proof, fresh/existing transition, CA-overlap rotation, TLS-only rollback, and standalone/federated/Swarm/two-gateway positive/negative TLS evidence are required. No application-generated production certificate or plaintext bootstrap exception is permitted.
+5. `K101-REQ-05`: KBN immutable relations SHALL permit the real runtime role INSERT/SELECT only and deny UPDATE/DELETE; parent retention remains RESTRICT/no-cascade. Role/password/Vault creation is external platform control, never application migration/source.
+6. `K101-REQ-06`: N-1 single-URL compatibility, rollout/rollback, Vault ownership/rotation/redaction, CI, installer, compose/Portainer, observability, and deployment handoffs SHALL be separately bounded one-card/one-PR work. Prepared slices remain inactive while current owner-runtime deployments stay N-1; Mosaic control plane/Jason alone authorizes one final atomic activation or rollback, with no force-on-red/bypass. KBN-101 planning itself SHALL not mutate production.
+7. `K101-REQ-07`: KBN-100 SHALL begin only after the KBN-101 foundation role/schema-boundary certificate; it SHALL rebase on that main head, restore generated Drizzle declaration/snapshot/journal consistency, and bound procedural immutable-table grant/trigger/backfill additions to its schema slice. KBN-101 real deployed-role immutable-operation certification SHALL complete after KBN-100 creates those relations and before KBN-105.
+
+### Acceptance criteria
+
+1. `AC-K101-01`: DTO/command-matrix tests prove required modes, PGlite exception, `mosaic-db-migrator --help|--run|--verify`/stable exits/argv refusal, public-import negative, every finite classified DDL/static-bypass inventory path and both harness pairs reject `DATABASE_URL`-only before connection/DDL, no migration-to-runtime fallback, and `db:push` refusal outside an allowlisted disposable DB. Before inventory, ownership, or status masking, the semantic fixture fails README's exact former commented code-fence generic-wrapper form and the user guide's exact former executable generic-wrapper form; source-consistency proves current `packages/storage/src/cli.ts` directly `execSync`s `pnpm --filter @mosaicstack/db db:migrate` and no `mosaic-db-migrator` bin exists, so runner-delegation documentation fails. The active `docs/guides/migrate-tier.md` route is inventoried to KBN-101-07 and proves runner-produced `--target-url-file /run/secrets/mosaic-migrate-target-url`, fixed paired provider-version file, and `--target-attestation-file /run/mosaic-attestations/migrate-target.v1.json`; runner-only signing/private-key isolation; Vault KV-v2 same-response version provenance, separate immutable generation mounts, importer CA, JCS/Ed25519 signature/key rotation/revocation, atomic artifact, expiry/replay, safe-fd secret-version/digest, canonical TLS/CA/server/database/role/manifest/schema bindings, dedicated non-DDL importer, consumer isolation/no log-oracle, and exact no-connection versus zero-DML rejection for missing/wrong/stale/replayed/tampered/wrong-key/substituted/generation-mismatched inputs. The full current non-normative docs inventory—including user guide, federation historical task/MILESTONES status, and non-operative SETUP—has an exact safe disposition. Scanner semantic checks reject automatic first-boot/startup extension/schema/migration wording, Compose-up-before-runner, init-script authority, production `.env`/monorepo auto-load/`EnvironmentFile=`/credential-export-or-argv/restart-as-secret-activation routes, and every unqualified operator-document `mosaic-db-migrator --run|--verify` hit regardless of named/normative/status classification. The exact former README/dev/deployment Compose-first sequences, former SETUP wording, exact former MILESTONES wording `pgvector extension installed + verified on startup`, former architecture-plan/PERFORMANCE/backlog runner routes, and any unqualified runner fixture fail before inventory masking. Only one `Held future procedure` Markdown section—bounded through the next equal-or-higher heading—may contain the explicit non-operative/no-current-command-authority form that names KBN-101-00/-03/-05 and preserves external bootstrap → TLS/roles → `mosaic-db-migrator --run` → `mosaic-db-migrator --verify` → Gateway/Compose readiness; every runner hit outside that section fails. The README assertion for the checked-in direct CI `pnpm --filter @mosaicstack/db run db:migrate` with `DATABASE_URL` passes only as active legacy N-1, uncertified, non-authorizing-as-an-operator-route status against an isolated disposable CI database pending KBN-101-06 removal—not as an ordinary operator or approved DDL-authority route. Only local PGlite data-layer work or non-PostgreSQL Compose is current (Gateway/Web local startup is held pending daemon/inherited/project-DSN rejection).
+2. `AC-K101-02`: Fixed namespace lock contention/crash/readiness/non-interference and exact manifest-v1 reconciliation tests prove no replica race/runtime auto-migration and fail closed on every missing/unknown/duplicate/ambiguous/corrupt/stale ledger state.
+3. `AC-K101-03`: Actual PostgreSQL 17 + pgvector 0.8.2 control-file, catalog, Drizzle-generation, vector-query/operator, fresh/approved-owner/legacy-shadow/partial/resume/rollback/N-1, and real deployed-role tests prove `trusted` absent/untrusted plus relocatability, external-superuser `SET ROLE` create/update/`RESET ROLE` audit, exact `rolcanlogin=false`/`rolsuper=true`/zero-membership/no-runtime-secret state, platform/schema/extension-owner/migrator/importer/runtime separation, `pg_extension.extowner` plus owner-bearing extension-member/schema/version assertions, and runtime/migrator/schema-owner/importer/all-service-role `SET ROLE`/ALTER/DROP/member-update denial. They also prove `pg_catalog,mosaic` per-session pool safety, `mosaic_extensions` qualification, identifier injection denial, ownership/membership/ledger-read/TEMP/default grants, and unsafe privilege denial.
+4. `AC-K101-04`: Disposable standalone, federated/Swarm, and two-gateway verified-TLS positives plus for both pairs missing CA/wrong CA/wrong SAN/sslmode downgrade, server/Gateway key mode, UID/GID, secret-consumer isolation, and legacy-drain/`hostssl` negatives prove server bootstrap, ordering, and readiness; PGlite is expressly excluded from this PostgreSQL evidence.
+5. `AC-K101-05`: Real runtime-role evidence proves INSERT/SELECT succeeds and UPDATE/DELETE fails for every frozen immutable KBN relation.
+6. `AC-K101-06`: N-1/atomic activation/rollback, Vault/CA-overlap rotation/redaction, health/operator behavior, CI/deployment handoff, independent exact-head security review, and terminal-green CI evidence the foundation before KBN-100; after KBN-100, the real deployed-role immutable-operation certificate and Ultron approval release KBN-105.
+
+**Normative implementation contract:** [`docs/native-kanban-sot/KBN-101-DB-ROLE-SPLIT.md`](./native-kanban-sot/KBN-101-DB-ROLE-SPLIT.md). `ASSUMPTION:` existing `standalone` and `federated` are all PostgreSQL production-like modes; any new PostgreSQL tier inherits these requirements until an explicit versioned amendment.
+
+---
+
 ## Tess Interaction Agent Workstream (TESS)
 
 ### Problem and Objective
@@ -221,6 +343,100 @@ Delivery uses five gated milestones: runtime contracts/security; Pi service/stat
 
 ---
 
+## Official Channel Plugin Workstream (#756)
+
+### Problem and Objective
+
+The Discord plugin currently couples Discord event handling, gateway bridging, and reply routing in one implementation and activates only on mentions. Mosaic needs an official channel adapter that behaves the same no matter whether the bound logical agent currently runs through Claude, Codex, Pi, OpenCode, or a future harness. The Discord connection and conversation address must remain stable while the gateway changes the runtime provider behind that logical session.
+
+The objective is to make Discord the first implementation of a transport-neutral official channel contract, with explicit authorization and deterministic channel/thread routing that future Matrix, Slack, and other adapters can share.
+
+### Scope
+
+#### In Scope
+
+1. `CHN-001`: Transport-neutral channel adapter, route, message, attachment, authorization-principal, response-target, and health contracts in `@mosaicstack/types`, including trusted per-binding logical-agent configuration selection.
+2. `CHN-002`: Stable channel conversation addresses based on logical agent plus channel/thread identity; harness, model, and runtime-provider IDs are forbidden from channel session keys.
+3. `DSC-001`: An authorized untagged message in a configured agent-bound channel routes to the agent and receives its response in that channel.
+4. `DSC-002`: A bot mention in a configured parent channel creates a Discord thread, or reuses the thread already attached to that same native message; the mentioned turn and subsequent thread turns route and respond in that thread.
+5. `DSC-003`: A message already inside an authorized thread inherits authorization from its configured parent and never attempts a nested thread.
+6. `DSC-004`: Guild, parent channel, user, pairing, and role authorization remains default-deny before thread creation or gateway dispatch.
+7. `DSC-005`: Discord service authentication, HMAC envelope integrity, replay protection, attachments, approvals, response chunking, and correlation behavior remain intact.
+8. `DSC-006`: The Discord adapter exposes lifecycle and health behavior through the shared channel contract without importing a harness SDK.
+
+#### Out of Scope
+
+1. The logical-agent lease, fencing epoch, execution grant, checkpoint, or cross-harness takeover implementation tracked by #754/#755.
+2. Dynamic Discord authorization administration in the web UI.
+3. Multi-guild tenant isolation, DMs, slash commands, voice, reactions, or production bot deployment.
+4. Implementing Matrix or Slack adapters in this slice.
+
+### Non-Functional Requirements
+
+1. **Security:** no thread or dispatch side effect occurs until guild, parent channel, user, pairing, role, and bounded per-user/channel rate checks pass; attachment metadata is shape- and size-bounded; credentials never enter source, messages, session keys, or logs.
+2. **Portability:** channel contracts and stable conversation IDs contain no Claude, Codex, Pi, OpenCode, model, process, or provider-specific field; each configuration-owned binding selects its trusted logical agent without changing the channel identity.
+3. **Reliability:** repeated messages for one channel/thread resolve the same conversation handle; reconnecting the adapter does not require a harness-specific rebinding.
+4. **Maintainability:** Discord-specific API translation stays in the Discord package; gateway and future adapters depend on transport-neutral contracts.
+5. **Observability:** thread creation or routing failure is reported without message content or credential material.
+
+### Acceptance Criteria
+
+1. `AC-CHN-01`: Contract and behavior tests prove the plugin route contains only logical agent plus channel/thread identity and produces the same stable conversation handle regardless of underlying harness selection.
+2. `AC-CHN-02`: A mentioned authorized parent-channel message creates a thread (or reuses its already-attached thread), dispatches to the thread conversation, and targets the response to that thread.
+3. `AC-CHN-03`: An untagged authorized parent-channel message dispatches to the parent conversation and targets the response to the parent channel.
+4. `AC-CHN-04`: Untagged follow-ups inside an authorized thread dispatch and respond in that same thread without creating a nested thread.
+5. `AC-CHN-05`: Unauthorized guilds, channels, users, unpaired users, insufficient roles, and rate-limited senders produce no thread and no gateway dispatch.
+6. `AC-CHN-06`: Shared channel contracts are exported from `@mosaicstack/types`, Discord implements the lifecycle/health seam, and no harness SDK is imported by the plugin.
+7. `AC-CHN-07`: Focused routing/auth tests, package tests, typecheck, lint, formatting, coverage, independent code/security review, and terminal-green CI pass.
+
+### Constraints, Risks, and Assumptions
+
+- Dependency: Mosaic gateway remains the policy, durable-session, audit, and runtime-provider boundary.
+- Constraint: This work must not modify orchestrator-to-Pi migration or #754/#755 lease/fencing files.
+- Risk: accepting untagged messages could create noisy or unintended agent input. Mitigation: only explicitly configured channels and paired, role-authorized users are accepted, with bounded per-user/channel message and thread rates.
+- Risk: Discord thread creation can fail because of channel permissions, archived state, or API rate limits. Mitigation: fail without dispatching a turn whose response destination cannot be honored, and emit sanitized diagnostics.
+- `ASSUMPTION:` Configured channels are dedicated agent interaction surfaces, so authorized untagged human messages are intentional agent input.
+- `ASSUMPTION:` Mention in a parent channel selects a public thread; messages already in a thread remain there because Discord has no nested threads.
+- `ASSUMPTION:` One Discord bot may serve multiple configuration-owned logical-agent bindings.
+- `ASSUMPTION:` Static allowlists and paired-user roles are the authorization administration surface for this slice.
+
+### Testing and Delivery Intent
+
+Use TDD for remote-ingress routing and permission boundaries. Required evidence includes parent-channel mention, untagged parent message, existing-thread follow-up, existing-thread mention, thread reuse, unauthorized side-effect denial, stable harness-neutral conversation identity, adapter health, and regression coverage for signed envelopes and approvals. Deliver through issue #756, a reviewed squash PR to `main`, terminal-green CI, and issue closure.
+
+---
+
+## Mos Runtime Portability Workstream (MOS-PORT)
+
+### Problem and Objective
+
+Mos is currently identified partly by a harness-native session and communication process. Replacement/rebinding exists, but no gateway-enforced logical identity or fencing prevents a stale harness from continuing to reply or execute effects after takeover.
+
+The objective is to make Mos a server-derived logical Mosaic identity whose authority can move safely among runtime connectors. The gateway owns identity, lease, policy, and audit; harnesses remain replaceable adapters.
+
+### M1 Requirements
+
+1. `MOS-PORT-ID-001`: Define a normalized logical-agent identity independent of Claude Code, Pi, Codex, tmux, Matrix, and provider-native session IDs.
+2. `MOS-PORT-LEASE-001`: Persist one exclusive connector lease per tenant/logical-agent/binding with CAS acquisition, monotonic fencing epoch, TTL, heartbeat, explicit release, and takeover.
+3. `MOS-PORT-FENCE-001`: Bind every connector dispatch/execution grant to the current server-derived tenant, logical identity, binding, connector, scopes, expiry, and lease epoch.
+4. `MOS-PORT-FENCE-002`: Reject and audit stale, expired, forged, cross-tenant, cross-binding, and unauthorized grants before connector, channel, provider, or tool side effects.
+5. `MOS-PORT-OBS-001`: Emit credential-safe correlation/audit events for lease acquire, renew, takeover, reject, release, and expiry.
+6. `MOS-PORT-ARCH-001`: Runtime/provider adapters consume normalized lease context without adding harness-native schemas to Mosaic core.
+
+### M1 Acceptance Criteria
+
+1. `AC-MOS-PORT-01`: Two contenders for one binding cannot simultaneously hold current authority under concurrency.
+2. `AC-MOS-PORT-02`: Successful takeover increments the fencing epoch and every operation from the old epoch fails closed before side effects.
+3. `AC-MOS-PORT-03`: Gateway/database restart preserves lease and epoch state; expired leases can be recovered only through the authorized takeover path.
+4. `AC-MOS-PORT-04`: Cross-tenant, cross-agent, cross-binding, forged, and expired lease/grant cases are denied and audited.
+5. `AC-MOS-PORT-05`: Unit, migration, repository close/reopen, concurrency, abuse, gateway integration, independent security review, CI, and documentation gates pass.
+
+### Deferred to Later #754 Milestones
+
+Canonical checkpoint/handoff payloads, exactly-once connector receipts, concrete Claude/Pi/Codex adapters, channel cutover, and full cross-harness failover/rollback E2E are explicitly out of M1 scope.
+
+---
+
 ## Architecture
 
 ### High-Level System Diagram
@@ -575,7 +791,8 @@ Discord remote control channel. Architecture inspired by OpenClaw (https://githu
 - Single-guild binding only (v0.1.0) — prevents data leaks between servers
 - Receives Discord messages, dispatches through gateway routing
 - Streams agent responses back to Discord (chunked for 2000-char limit)
-- Supports mention-based activation, thread management for multi-turn
+- Routes authorized untagged messages in-channel; mentions create threads (or reuse the same message's attached thread) for multi-turn topics
+- Uses stable logical-agent/channel conversation addresses independent of the active harness/provider
 - Bot pairing and permission management (Discord user → Mosaic user mapping)
 - DM support for private conversations
 
@@ -748,10 +965,12 @@ Telegram remote control channel.
 
 ### FR-9: Remote Control — Discord
 
-- Discord bot that connects to the gateway
-- Mention-based activation in channels
+- Discord bot that connects to the gateway through a transport-neutral channel adapter contract
+- Authorized messages in configured agent-bound channels work without a mention and respond in-channel
+- Mentions in parent channels create threads, or reuse a thread already attached to that same native message, for multi-turn conversations
+- Messages already in a thread remain there without requiring repeated mentions
+- Stable logical-agent/channel conversation identity survives underlying harness/provider changes
 - DM support for private conversations
-- Thread creation for multi-turn conversations
 - Chunked message delivery (Discord 2000-char limit)
 - Bot configuration via web dashboard
 - Permission management (which Discord users/roles can interact)
@@ -935,10 +1154,13 @@ Telegram remote control channel.
 
 ### AC-3: Discord Remote Control
 
-- [ ] Discord bot connects and responds to mentions
-- [ ] Messages route through gateway to agent pool
+- [ ] Discord bot connects through the harness-neutral channel contract
+- [ ] Authorized untagged channel messages route through the gateway and respond in-channel
+- [ ] Mentioned parent-channel messages create a thread (or reuse their already-attached thread) and respond there
+- [ ] Existing-thread follow-ups stay in the thread without repeated mentions
+- [ ] Channel/session identity remains stable while the underlying harness/provider changes
 - [ ] Responses stream back to Discord (chunked)
-- [ ] Thread creation for multi-turn conversations
+- [ ] Unauthorized guilds, channels, users, pairings, and roles create no thread and dispatch no message
 
 ### AC-4: Gateway Orchestration
 
@@ -982,10 +1204,10 @@ Telegram remote control channel.
 
 ### AC-10: Deployment
 
-- [ ] `docker compose up` starts full stack from clean state
-- [ ] `mosaic` CLI installable and functional on bare metal
-- [ ] Database migrations run automatically on first start
-- [ ] `.env.example` documents all required configuration
+- [ ] PGlite data-layer work uses no PostgreSQL; optional Compose services are selected individually and do not start PostgreSQL; Gateway/Web local start remains held until KBN-101-02 rejects daemon/inherited/project DSNs before connection or DDL
+- [ ] PostgreSQL/federated activation is unavailable until KBN-101-00/-03/-05 deliver external bootstrap, TLS/roles, runner `--run`, runner `--verify`, and Gateway/Compose readiness in that order
+- [ ] `mosaic` CLI installable and functional on bare metal after the reviewed KBN-101-05 secret-renderer/process-exec or `LoadCredential` interface exists
+- [ ] Local-only configuration documentation is distinct from production generation-pinned Vault-rendered consumer material
 
 ### AC-11: @mosaicstack/\* Packages
 
@@ -1137,7 +1359,7 @@ All work is **alpha** (< 0.1.0) until Jason approves 0.1.0 beta release.
 
 6. ASSUMPTION: **Log summarization uses Haiku-tier LLM by default, configurable.** Haiku is well-suited for summarization (compression, not generation — source material is in context). Guardrails: structured output via Zod schema (force extraction of decisions/tools/outcomes/errors as discrete fields), chunked per-session processing (no bulk conflation), extraction-focused prompts. Raw logs stay in hot tier (7 days) as safety net. Users can override the summarization model via routing engine config if they want higher fidelity. Rationale: Haiku is 10-20x cheaper than Sonnet; log summarization runs on schedule against large volumes where cost matters.
 
-7. ASSUMPTION: **Discord plugin starts minimal and single-guild only** — DM support, mention-based channel activation, thread management, chunked responses. Single guild binding to prevent data leaks between servers. Advanced features (voice, components, slash commands, multi-guild) are post-beta. Rationale: Proven pattern from OpenClaw; ship core interaction first; data isolation is non-negotiable.
+7. ASSUMPTION: **Discord plugin starts minimal and single-guild only** — explicitly configured agent-bound channels accept authorized untagged messages in-channel, while mentions create threads or reuse a thread already attached to that same native message; responses are chunked. Single guild binding prevents data leaks between servers. DM support, voice, components, slash commands, and multi-guild operation are post-beta. Rationale: Ship the requested core interaction model while preserving default-deny data isolation.
 
 8. ASSUMPTION: **Telegram plugin is lower priority than Discord** and may ship as v0.0.7 or later if Discord takes longer than expected. Rationale: Jason indicated Discord as the high-priority remote channel.
 

docs/SITEMAP.md

@@ -1,12 +1,58 @@
 # Documentation Sitemap
 
+## Compaction refresh lease broker
+
+- [Internal broker protocol](architecture/lease-broker-protocol.md) — kernel identity, ancestry and generation invariants, framed requests, responses, and persisted cycle bindings.
+- [Broker operations](guides/lease-broker-operations.md) — protected paths, startup, constrained recovery, fail-closed posture, distinct-principal deployment, and residual risk.
+- [Constrained recovery skill](../packages/mosaic/framework/skills/mosaic-context-refresh/SKILL.md) — source-resident thin wrapper, receipt scope, C4 replay boundary, and T-C middle-drop disclosure.
+- [Lease-broker security notes](architecture/lease-broker-security.md) — identity, whole-class authorization, threat boundaries, and coordinator review requirements.
+- [Whole mutator-class gate](architecture/mutator-class-gate.md) — default-deny policy, revoke-first/promote-last state machine, TTL, runtime adapters, and T-B/T-C assurance boundary.
+- [Compaction revocation lifecycle](architecture/compaction-revocation.md) — Claude/Pi observer matrix, same-PID generation rollover, failure fencing, and the named bounded residual stale window.
+
+## CLI and skill management
+
+- [Skill registration user guide](guides/user-guide.md#claude-code-skill-registration) — register, unregister, list statuses, automatic install/update reconciliation, and Claude reload behavior.
+- [Skill bridge developer guide](guides/dev-guide.md#claude-code-skill-bridge) — path-validation, ownership, clobber-protection, install/update wiring, tests, and Pi/Codex scope notes.
+
+## Fleet configuration management
+
+- [Fleet configuration entry point](fleet/README.md) — desired-versus-observed decision tree and complete operator link map.
+- [Desired, derived, and observed state](fleet/concepts/desired-vs-observed-state.md) — roster authority, generation, ownership, and drift.
+- [Identity, class, and runtime](fleet/concepts/identity-class-runtime.md) — stable name, display alias, class, runtime, provider, and model separation.
+- [Role authority and leases](fleet/concepts/role-authority-and-leases.md) — validator/merge-gate separation and bounded lease authority.
+- [Generated launch chain](fleet/concepts/generated-env-launch-chain.md) — strict data parsing, precedence, and quarantine.
+- [Roster v2 structural contract](fleet/reference/roster-v2-fields.md) — schema, supported values, required fields, defaults, and constraints.
+- [Fleet CLI reference](fleet/reference/cli.md) — local desired-state commands, JSON/exit behavior, and gateway-catalog separation.
+- [Lifecycle transitions](fleet/reference/lifecycle-transitions.md) — create/apply/reboot/migration/rollback boundaries.
+- [Status and drift](fleet/reference/status-and-drift.md) — desired/managed/observed state and current/future classifications.
+- [Safe agent CRUD](fleet/how-to/create-update-delete-agent.md) — expected generation, dry-run, and partial-failure recovery.
+- [Local lifecycle operations](fleet/how-to/start-stop-restart.md) — persisted versus one-shot actions.
+- [Configurable interaction instance](fleet/how-to/configure-tess-interaction.md) and [validator instance](fleet/how-to/configure-ultron-validator.md) — generic identities and protected limits.
+- [Reconcile and recover](fleet/operations/reconcile-and-recover.md) — plan/apply lock and recovery behavior.
+- [Environment quarantine](fleet/operations/env-quarantine.md) — private evidence and value-free diagnostics.
+- [Systemd/tmux troubleshooting](fleet/operations/systemd-tmux-troubleshooting.md) — socket, holder, unmanaged-session, and lock decisions.
+- [Backup/restore boundary](fleet/operations/backup-restore.md) and [upgrade-assets hold](fleet/operations/upgrade-assets.md).
+- [v1-to-v2 migration preview](fleet/migration/v1-to-v2.md) and [executable artifact dispositions](fleet/migration/example-profile-disposition.md).
+- [FCM M5 closure evidence](reports/documentation/758-fleet-config-ia-closure.md) and [approved deferrals](reports/deferred/758-fleet-config-deferrals.md).
+
+## Official channel plugins
+
+- [Channel protocol architecture](architecture/channel-protocol.md) — shared lifecycle, message, stable-route, authorization, and response-target contracts.
+- [Discord administrator configuration](guides/admin-guide.md#discord-ingress-security) — secrets, allowlists, bindings, role policy, and thread permissions.
+- [Discord user workflow](tess/USER-GUIDE.md#discord-conversations) — in-channel messages, mention-created threads, and runtime-transparent continuity.
+- [Channel plugin authoring](tess/PLUGIN-GUIDE.md#official-channel-adapter-contract) — requirements for future Matrix, Slack, and other official adapters.
+- [Discord package guide](../plugins/discord/README.md) — package behavior, configuration shape, and development commands.
+
 ## Native Kanban and canonical task SOT
 
 - [Canonical requirements](requirements/native-kanban-sot.md) — ratified P0–P3 requirements and acceptance criteria.
 - [Workstream index](native-kanban-sot/INDEX.md) — artifact map, lane partition, and delivery order.
 - [Mission manifest](native-kanban-sot/MISSION-MANIFEST.md) — scope, authority, invariants, and gate model.
 - [Task decomposition](native-kanban-sot/TASKS.md) — dependency-ordered implementation slices and ownership boundaries.
+- [KBN-101 database role split](native-kanban-sot/KBN-101-DB-ROLE-SPLIT.md) — rc.16 direct-Drizzle storage-wrapper hold: legacy N-1/uncertified/non-operative pending -02/-03/-06/-08; exact README/user-guide wrapper forms fail before masking and source-consistency rejects runner-delegation copy; held bootstrap → TLS/roles → run → verify → readiness; plus prior attestation, pgvector owner, classifier, TLS, activation, and certification prerequisite.
+- [Federated tier data migration](guides/migrate-tier.md) — active KBN-101-07 operator route: runner-produced target attestation, dedicated non-DDL importer, and paired credential-/attestation-file references only.
 - [Frozen shared contract](native-kanban-sot/SHARED-CONTRACT.md) — schema, API, Coordinator, health, recovery, and migration contracts.
+- [KBN-101 exact-head security review](reports/native-kanban-sot/kbn-101-contract-security-review-82ce325.md) — retained prior REQUEST CHANGES evidence for `da742ca`; rc.16 awaits independent exact-head re-review after closing the current generic storage-wrapper authority HIGH finding.
 - [Initial independent review](reports/native-kanban-sot/canon-initial-review-no-go.md) — KCR-001–016 findings that blocked the first draft.
 - [Final independent re-review](reports/native-kanban-sot/canon-final-rereview-go.md) — closure evidence and GO verdict.
 - [Ultron final gate](reports/native-kanban-sot/ultron-final-go.md) — final requirements, authority, schema, migration, recovery, and evidence review.
@@ -48,3 +94,10 @@
 - [Optional AI egress gateway ADR](architecture/ADR-MOS-EGRESS-GATEWAYS.md) — placement and gates for LiteLLM, Bifrost, and purpose-built translation proxies.
 - [Runtime-neutral Mos identity and failover mission](https://git.mosaicstack.dev/mosaicstack/stack/issues/754)
 - [Logical identity and connector lease/fencing implementation](https://git.mosaicstack.dev/mosaicstack/stack/issues/755)
+- [M1 logical identity and fencing architecture](architecture/mos-runtime-portability-m1.md)
+- [M1 connector lease operations](guides/mos-connector-lease-operations.md)
+
+## Comms evolution — Matrix-native MACP (design, draft)
+
+- [RFC-001 — MACP: a Mosaic-native, Matrix-native comms layer](rfcs/RFC-001-MACP-MATRIX-NATIVE.md) — Synapse + Mosaic appservice backbone, MACP v1 protocol, presence/escalation, federation, strangler migration off the Hermes MCP bridge.
+- [RFC-002 — Install, configuration & topology for the Matrix/MACP comms system](rfcs/RFC-002-INSTALL-CONFIG-TOPOLOGY.md) — open-source install topology modes, ACME cert provisioning, pluggable secret backend, and config precedence.

docs/TASKS.md

@@ -52,20 +52,20 @@ Active workstream is **W1 — Federation v1**. Workers should:
 > the repository quality gates, independent code and security review, terminal-green CI, and
 > the applicable acceptance evidence before merge. Issue #758 remains open until M5 closes.
 
-| id         | status      | description                                                                                                                                                            | issue | agent  | repo              | branch                                  | depends_on                                     | estimate | notes                                                                                                            |
-| ---------- | ----------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----- | ------ | ----------------- | --------------------------------------- | ---------------------------------------------- | -------- | ---------------------------------------------------------------------------------------------------------------- |
-| FCM-M0-001 | in-progress | Publish normative PRD requirements/acceptance criteria, this M0–M5 DAG, docs-IA checklist, and legacy example/profile disposition inventory; no implementation changes | #758  | sonnet | mosaicstack/stack | `docs/758-fleet-config-management`      | —                                              | 18K      | M0 exit: approved docs; every shipped example/profile/service preset classified; docs-only PR                    |
-| FCM-M1-001 | not-started | Implement narrow local-tmux v2 roster structural contract/compiler with YAML/JSON canonicalization and schema/parser parity tests                                      | #758  | codex  | mosaicstack/stack | `feat/758-roster-v2-compiler`           | FCM-M0-001                                     | 30K      | No lifecycle, remote, connector, secret, channel, or gateway work                                                |
-| FCM-M1-002 | not-started | Reuse existing profile/persona/provision resolver for roster semantics; add canonical class/authority validation and approved aliases                                  | #758  | codex  | mosaicstack/stack | `feat/758-shared-role-resolution`       | FCM-M0-001                                     | 25K      | Validator is certificate-only; merge-gate remains sole merge authority                                           |
-| FCM-M1-003 | not-started | Convert the M0 legacy inventory into executable example/profile/service-preset validation and explicit v1-version/retirement checks                                    | #758  | codex  | mosaicstack/stack | `test/758-example-profile-dispositions` | FCM-M1-001, FCM-M1-002                         | 20K      | Every shipped artifact must validate, be versioned v1, or be retired with replacement                            |
-| FCM-M2-001 | not-started | Migrate generic launch chain to deterministic `.env.generated` plus strict data-only `.env.local`; quarantine forbidden legacy keys                                    | #758  | codex  | mosaicstack/stack | `feat/758-generated-env-boundary`       | FCM-M1-001, FCM-M1-002                         | 30K      | No arbitrary command compatibility path; diagnostics expose key names/hashes only                                |
-| FCM-M2-002 | not-started | Add generation-guarded local fleet agent create/get/update/delete mutations with plan/dry-run, atomic roster writes, and recovery output                               | #758  | codex  | mosaicstack/stack | `feat/758-fleet-agent-crud`             | FCM-M1-001, FCM-M2-001                         | 30K      | Fresh create persists stopped unless explicit persisted start                                                    |
-| FCM-M3-001 | not-started | Implement local roster-owned reconcile/apply plus lifecycle/status/verify/doctor contracts and stable JSON/exit codes                                                  | #758  | codex  | mosaicstack/stack | `feat/758-local-reconciler`             | FCM-M2-001, FCM-M2-002                         | 35K      | Exact systemd/tmux ownership; remote/schema-only entries are inventory only                                      |
-| FCM-M3-002 | not-started | Add isolated systemd/tmux lifecycle, drift, socket, unmanaged-session, crash, and rollback acceptance coverage                                                         | #758  | sonnet | mosaicstack/stack | `test/758-reconciler-lifecycle-gates`   | FCM-M3-001                                     | 25K      | Proves stopped-state preservation and zero fuzzy destructive targeting                                           |
-| FCM-M4-001 | not-started | Implement field-complete v1-to-v2 inventory/preview/migrator with alias, lifecycle, env-quarantine, and remote/connector disposition evidence                          | #758  | codex  | mosaicstack/stack | `feat/758-v1-v2-migrator`               | FCM-M1-003, FCM-M3-001                         | 35K      | Preview first; no unreviewed lifecycle inference                                                                 |
-| FCM-M4-002 | not-started | Add reversible canary migration, rollback, stale-projection/orphan classification, and current-host 9-managed/3-unmanaged fixture coverage                             | #758  | sonnet | mosaicstack/stack | `test/758-migration-rollback-gates`     | FCM-M4-001, FCM-M3-002                         | 25K      | Never starts a previously stopped agent or kills an unproven unmanaged session                                   |
-| FCM-M5-001 | not-started | Deliver the accepted fleet documentation IA, how-to/operations/migration references, and link/example validation                                                       | #758  | haiku  | mosaicstack/stack | `docs/758-fleet-config-operator-docs`   | FCM-M1-003, FCM-M2-002, FCM-M3-001, FCM-M4-001 | 24K      | Must close every checklist item or record an approved deferral                                                   |
-| FCM-M5-002 | not-started | Package/update asset-drift checks, rolling local canary, independent validation certificate, and release evidence                                                      | #758  | sonnet | mosaicstack/stack | `feat/758-fleet-config-release-gate`    | FCM-M3-002, FCM-M4-002, FCM-M5-001             | 30K      | Final #758 gate: quality, independent code/security review, validator certificate, merge-gate approval, green CI |
+| id         | status      | description                                                                                                                                                            | issue | agent         | repo              | branch                                  | depends_on                                     | estimate | notes                                                                                                                                                                                                              |
+| ---------- | ----------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----- | ------------- | ----------------- | --------------------------------------- | ---------------------------------------------- | -------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
+| FCM-M0-001 | done        | Publish normative PRD requirements/acceptance criteria, this M0–M5 DAG, docs-IA checklist, and legacy example/profile disposition inventory; no implementation changes | #758  | sonnet        | mosaicstack/stack | `docs/758-fleet-config-management`      | —                                              | 18K      | Merged via #760 (`c32d85a`); parent #758 intentionally remains open through M5                                                                                                                                     |
+| FCM-M1-001 | done        | Implement narrow local-tmux v2 roster structural contract/compiler with YAML/JSON canonicalization and schema/parser parity tests                                      | #758  | coder0        | mosaicstack/stack | `feat/758-roster-v2-compiler`           | FCM-M0-001                                     | 30K      | #764 squash `aa5b43b`; exact-head RoR and PR/main terminal-green CI; no lifecycle or live mutation                                                                                                                 |
+| FCM-M1-002 | done        | Reuse existing profile/persona/provision resolver for roster semantics; add canonical class/authority validation and approved aliases                                  | #758  | native-sonnet | mosaicstack/stack | `feat/758-shared-role-resolution`       | FCM-M0-001                                     | 25K      | #768 squash `a5e8e55`; shared resolver and canonical authority/alias validation delivered                                                                                                                          |
+| FCM-M1-003 | done        | Convert the M0 legacy inventory into executable example/profile/service-preset validation and explicit v1-version/retirement checks                                    | #758  | codex         | mosaicstack/stack | `test/758-example-profile-dispositions` | FCM-M1-001, FCM-M1-002                         | 20K      | #770 squash `e9c4aa3`; shipped artifact disposition validation delivered                                                                                                                                           |
+| FCM-M2-001 | done        | Migrate generic launch chain to deterministic `.env.generated` plus strict data-only `.env.local`; quarantine forbidden legacy keys                                    | #758  | codex         | mosaicstack/stack | `feat/758-generated-env-boundary`       | FCM-M1-001, FCM-M1-002                         | 30K      | #772 squash `191efae`; generated/local boundary and private quarantine delivered                                                                                                                                   |
+| FCM-M2-002 | done        | Add generation-guarded local fleet agent create/get/update/delete mutations with plan/dry-run, atomic roster writes, and recovery output                               | #758  | codex         | mosaicstack/stack | `feat/758-fleet-agent-crud`             | FCM-M1-001, FCM-M2-001                         | 30K      | #773 squash `bc5e736`; generation-guarded atomic CRUD and recovery contracts delivered                                                                                                                             |
+| FCM-M3-001 | done        | Implement local roster-owned reconcile/apply plus lifecycle/status/verify/doctor contracts and stable JSON/exit codes                                                  | #758  | codex         | mosaicstack/stack | `feat/758-local-reconciler`             | FCM-M2-001, FCM-M2-002                         | 35K      | #785 squash `4990905`; exact roster-owned systemd/tmux reconcile and lifecycle contracts delivered                                                                                                                 |
+| FCM-M3-002 | in-progress | Add isolated systemd/tmux lifecycle, drift, socket, unmanaged-session, crash, and rollback acceptance coverage                                                         | #758  | sonnet        | mosaicstack/stack | `test/758-reconciler-lifecycle-gates`   | FCM-M3-001                                     | 25K      | Canonical v2 named-socket + legacy-v1 default-server boundaries; fake adapters/temp fixtures only                                                                                                                  |
+| FCM-M4-001 | done        | Implement field-complete v1-to-v2 inventory/preview/migrator with alias, lifecycle, env-quarantine, and remote/connector disposition evidence                          | #758  | codex         | mosaicstack/stack | `feat/758-v1-v2-migrator`               | FCM-M1-003, FCM-M3-001                         | 35K      | PR #788; final head `d63bb0206a1d312ab8352ec1d3ca3631146b0baa`; tree `4da210da9a71b035130d4160a4a2e691bdfde2da`; squash `9745bc3f29c26b021a478b7ad03cfb494f6c9de3`; descendant-main pipeline 1855 terminal success |
+| FCM-M4-002 | not-started | Add reversible canary migration, rollback, stale-projection/orphan classification, and current-host 9-managed/3-unmanaged fixture coverage                             | #758  | sonnet        | mosaicstack/stack | `test/758-migration-rollback-gates`     | FCM-M4-001, FCM-M3-002                         | 25K      | HOLD: never starts a previously stopped agent or kills an unproven unmanaged session; not authorized by FCM-M5-001                                                                                                 |
+| FCM-M5-001 | done        | Deliver the accepted fleet documentation IA, how-to/operations/migration references, and link/example validation                                                       | #758  | haiku         | mosaicstack/stack | `docs/758-fleet-config-operator-docs`   | FCM-M1-003, FCM-M2-002, FCM-M3-001, FCM-M4-001 | 24K      | #789 content squash 627cf2bb; de-flake repair PR#851/#849 squash 77c9a826; completion proof wp1937 @aa999daf push/ci step 49632 recovery_runtime_unittest.py 3/3 OK (closes wp1932 step 49576 Errno111)            |
+| FCM-M5-002 | not-started | Package/update asset-drift checks, rolling local canary, independent validation certificate, and release evidence                                                      | #758  | sonnet        | mosaicstack/stack | `feat/758-fleet-config-release-gate`    | FCM-M3-002, FCM-M4-002, FCM-M5-001             | 30K      | HOLD: final #758 gate; quality, independent code/security review, validator certificate, merge-gate approval, and green CI remain out of M5-001                                                                    |
 
 ## Thin-core prompt diet (#528) — feat/contract-thin-core
 

docs/architecture/channel-protocol.md

@@ -1,9 +1,9 @@
 # Channel Protocol Architecture
 
-**Status:** Draft
+**Status:** Official adapter baseline implemented by #756; extended registry/multiplexing remains iterative
 **Authors:** Mosaic Core Team
-**Last Updated:** 2026-03-22
-**Covers:** M7-001 (IChannelAdapter interface), M7-002 (ChannelMessage protocol), M7-003 (Matrix integration design), M7-004 (conversation multiplexing), M7-005 (remote auth bridging), M7-006 (agent-to-agent communication via Matrix), M7-007 (multi-user isolation in Matrix)
+**Last Updated:** 2026-07-14
+**Covers:** M7-001 (OfficialChannelAdapter interface), M7-002 (ChannelMessageDto protocol), M7-003 (Matrix integration design), M7-004 (conversation multiplexing), M7-005 (remote auth bridging), M7-006 (agent-to-agent communication via Matrix), M7-007 (multi-user isolation in Matrix)
 
 ---
 
@@ -11,93 +11,80 @@
 
 The channel protocol defines a unified abstraction layer between Mosaic's core messaging infrastructure and the external communication channels it supports (Matrix, Discord, Telegram, TUI, WebUI, and future channels).
 
-The protocol consists of two main contracts:
+The implemented baseline is exported from `@mosaicstack/types` and consists of four contract groups:
 
-1. `IChannelAdapter` — the interface each channel driver must implement.
-2. `ChannelMessage` — the canonical message format that flows through the system.
+1. `OfficialChannelAdapter` — transport lifecycle and connection health.
+2. `ChannelMessageDto` / `ChannelAttachmentDto` — canonical transport data.
+3. `ChannelConversationRouteDto` — stable logical-agent conversation and authorization address.
+4. `ChannelResponseTargetDto` — channel/thread destination for replies.
 
-All channel-specific translation logic lives inside the adapter implementation. The rest of Mosaic works exclusively with `ChannelMessage` objects.
+All channel-specific translation logic lives inside the adapter implementation. Runtime selection does not: gateway durable-session and provider services may rebind the logical session from Claude to Codex, Pi, OpenCode, or another harness without reconnecting the channel adapter.
 
 ---
 
-## M7-001: IChannelAdapter Interface
+## M7-001: OfficialChannelAdapter Interface
 
 ```typescript
-interface IChannelAdapter {
-  /**
-   * Stable, lowercase identifier for this channel (e.g. "matrix", "discord").
-   * Used as a namespace key in registry lookups and log metadata.
-   */
+interface OfficialChannelAdapter {
+  /** Stable, lowercase adapter identifier such as "discord" or "matrix". */
   readonly name: string;
-
-  /**
-   * Establish a connection to the external channel backend.
-   * Called once at application startup. Must be idempotent (safe to call
-   * when already connected).
-   */
-  connect(): Promise<void>;
-
-  /**
-   * Gracefully disconnect from the channel backend.
-   * Must flush in-flight sends and release resources before resolving.
-   */
-  disconnect(): Promise<void>;
-
-  /**
-   * Return the current health of the adapter connection.
-   * Used by the admin health endpoint and alerting.
-   *
-   * - "connected"    — fully operational
-   * - "degraded"     — partial connectivity (e.g. read-only, rate-limited)
-   * - "disconnected" — no connection to channel backend
-   */
-  health(): Promise<{ status: 'connected' | 'degraded' | 'disconnected' }>;
-
-  /**
-   * Register an inbound message handler.
-   * The adapter calls `handler` for every message received from the channel.
-   * Multiple calls replace the previous handler (last-write-wins).
-   * The handler is async; the adapter must not deliver new messages until
-   * the previous handler promise resolves (back-pressure).
-   */
-  onMessage(handler: (msg: ChannelMessage) => Promise<void>): void;
-
-  /**
-   * Send a ChannelMessage to the given channel/room/conversation.
-   * `channelId` is the channel-native identifier (e.g. Matrix room ID,
-   * Discord channel snowflake, Telegram chat ID).
-   */
-  sendMessage(channelId: string, msg: ChannelMessage): Promise<void>;
-
-  /**
-   * Map a channel-native user identifier to the Mosaic internal userId.
-   * Returns null when no matching Mosaic account exists for the given
-   * channelUserId (anonymous or unlinked user).
-   */
-  mapIdentity(channelUserId: string): Promise<string | null>;
+  /** Establish both native-channel and gateway connections. */
+  start(): Promise<void>;
+  /** Gracefully close connections and release resources. */
+  stop(): Promise<void>;
+  /** Best-effort health; ordinary disconnection is a result, not an exception. */
+  health(): Promise<{
+    status: 'connected' | 'degraded' | 'disconnected';
+    detail?: string;
+  }>;
 }
 ```
 
+The small lifecycle seam lets the gateway host official plugins uniformly without moving native message translation into gateway core. Message ingress remains adapter-owned; gateway policy, durable session routing, auditing, and runtime/provider selection remain gateway-owned.
+
+### Stable conversation route
+
+```typescript
+interface ChannelConversationRouteDto {
+  bindingId: string;
+  logicalAgentId: string;
+  conversationId: string;
+  channelName: string;
+  authorizationChannelId: string;
+  responseTarget: { channelId: string; threadId?: string };
+}
+```
+
+Harness, provider, model, process, and native runtime-session identifiers are forbidden from this route. Runtime adapters consume the gateway's durable logical-session binding; channel adapters consume only the stable route and response target.
+
+### Typed ingress and egress ports
+
+`ChannelIngressPort` is the transport-neutral direct-integration seam for official adapters. The current deployed Discord adapter preserves its existing HMAC-signed Socket.IO compatibility ingress so gateway-side service authentication, replay protection, approval handling, and correlation semantics remain unchanged; it normalizes the same `ChannelIngressDto` before signing. The adapter uses a supplied `ChannelIngressPort` directly when a future gateway registration provides one. New adapters must use the shared ports rather than adding channel branches to gateway core.
+
+`ChannelBindingDto` contains the configuration-owned workspace/channel→logical-agent mapping and paired external principals; credentials are absent. After native allowlist, pairing, and role checks pass, an adapter submits `ChannelIngressDto` to `ChannelIngressPort.receive()`. It includes the normalized message, `ChannelAuthorizedPrincipalDto`, operation, correlation ID, native message ID, and stable route. Unauthorized input never reaches the port.
+
+Gateway policy and runtime routing produce `ChannelEgressDto`, which `ChannelEgressPort.send()` delivers to the route's response target. Discord's existing HMAC envelope is its authenticated wire encoding of this boundary; future Matrix/Slack adapters use their native authenticated transports while preserving the same actor/operation/correlation semantics.
+
 ### Adapter Registration
 
-Adapters are registered with the `ChannelRegistry` service at startup. The registry calls `connect()` on each adapter and monitors `health()` on a configurable interval (default: 30 s).
+Adapters are registered with the gateway plugin host at startup. The host calls `start()`/`stop()` and may monitor `health()` on a configurable interval. A richer dynamic `ChannelRegistry` remains a compatible future extension of this lifecycle contract.
 
 ```
 ChannelRegistry
-  └── register(adapter: IChannelAdapter): void
-  └── getAdapter(name: string): IChannelAdapter | null
-  └── listAdapters(): IChannelAdapter[]
+  └── register(adapter: OfficialChannelAdapter): void
+  └── getAdapter(name: string): OfficialChannelAdapter | null
+  └── listAdapters(): OfficialChannelAdapter[]
   └── healthAll(): Promise<Record<string, AdapterHealth>>
 ```
 
 ---
 
-## M7-002: ChannelMessage Protocol
+## M7-002: ChannelMessageDto Protocol
 
 ### Canonical Message Format
 
 ```typescript
-interface ChannelMessage {
+interface ChannelMessageDto {
   /**
    * Globally unique message ID.
    * Format: UUID v4. Generated by the adapter when receiving, or by Mosaic
@@ -110,6 +97,7 @@ interface ChannelMessage {
    * The adapter populates this from the inbound message.
    * For outbound messages, the caller supplies the target channel.
    */
+  channelName: string;
   channelId: string;
 
   /**
@@ -119,7 +107,7 @@ interface ChannelMessage {
   senderId: string;
 
   /** Sender classification. */
-  senderType: 'user' | 'agent' | 'system';
+  senderKind: 'user' | 'agent' | 'system';
 
   /**
    * Textual content of the message.
@@ -136,7 +124,7 @@ interface ChannelMessage {
    * - "image"    — binary image; content is empty, see attachments
    * - "file"     — binary file; content is empty, see attachments
    */
-  contentType: 'text' | 'markdown' | 'code' | 'image' | 'file';
+  contentKind: 'text' | 'markdown' | 'code' | 'image' | 'file';
 
   /**
    * Arbitrary key-value metadata for channel-specific extension fields.
@@ -144,7 +132,7 @@ interface ChannelMessage {
    * Adapters should store channel-native IDs here so round-trip correlation
    * is possible without altering the canonical fields.
    */
-  metadata: Record<string, unknown>;
+  metadata: Readonly<Record<string, ChannelMetadataValue>>;
 
   /**
    * Optional thread or reply-chain identifier.
@@ -163,18 +151,21 @@ interface ChannelMessage {
    * Binary or URI-referenced attachments.
    * Each attachment carries its MIME type and a URL or base64 payload.
    */
-  attachments?: ChannelAttachment[];
+  attachments?: readonly ChannelAttachmentDto[];
 
-  /** Wall-clock timestamp when the message was sent/received. */
-  timestamp: Date;
+  /** ISO-8601 wall-clock timestamp when the message was sent/received. */
+  timestamp: string;
 }
 
-interface ChannelAttachment {
-  /** Filename or identifier. */
+interface ChannelAttachmentDto {
+  /** Channel-native attachment identifier. */
+  id: string;
+
+  /** Filename or display name. */
   name: string;
 
-  /** MIME type (e.g. "image/png", "application/pdf"). */
-  mimeType: string;
+  /** MIME type when supplied by the channel. */
+  mimeType: string | null;
 
   /**
    * URL pointing to the attachment, OR a `data:` URI with base64 payload.
@@ -192,23 +183,23 @@ interface ChannelAttachment {
 
 ## Channel Translation Reference
 
-The following sections document how each supported channel maps its native message format to and from `ChannelMessage`.
+The following sections document how each supported channel maps its native message format to and from `ChannelMessageDto`.
 
 ### Matrix
 
-| ChannelMessage field | Matrix equivalent                                                                                                                 |
-| -------------------- | --------------------------------------------------------------------------------------------------------------------------------- |
-| `id`                 | Generated UUID; `metadata.channelMessageId` = Matrix event ID (`$...`)                                                            |
-| `channelId`          | Matrix room ID (`!roomid:homeserver`)                                                                                             |
-| `senderId`           | Matrix user ID (`@user:homeserver`)                                                                                               |
-| `senderType`         | Always `"user"` for inbound; `"agent"` or `"system"` for outbound                                                                 |
-| `content`            | `event.content.body`                                                                                                              |
-| `contentType`        | `"markdown"` if `msgtype = m.text` and body contains markdown; `"text"` otherwise; `"image"` for `m.image`; `"file"` for `m.file` |
-| `threadId`           | `event.content['m.relates_to']['event_id']` when `rel_type = m.thread`                                                            |
-| `replyToId`          | Mosaic ID looked up from `event.content['m.relates_to']['m.in_reply_to']['event_id']`                                             |
-| `attachments`        | Populated from `url` in `m.image` / `m.file` events                                                                               |
-| `timestamp`          | `new Date(event.origin_server_ts)`                                                                                                |
-| `metadata`           | `{ channelMessageId, roomId, eventType, unsigned }`                                                                               |
+| ChannelMessageDto field | Matrix equivalent                                                                                                                 |
+| ----------------------- | --------------------------------------------------------------------------------------------------------------------------------- |
+| `id`                    | Generated UUID; `metadata.channelMessageId` = Matrix event ID (`$...`)                                                            |
+| `channelId`             | Matrix room ID (`!roomid:homeserver`)                                                                                             |
+| `senderId`              | Matrix user ID (`@user:homeserver`)                                                                                               |
+| `senderKind`            | Always `"user"` for inbound; `"agent"` or `"system"` for outbound                                                                 |
+| `content`               | `event.content.body`                                                                                                              |
+| `contentKind`           | `"markdown"` if `msgtype = m.text` and body contains markdown; `"text"` otherwise; `"image"` for `m.image`; `"file"` for `m.file` |
+| `threadId`              | `event.content['m.relates_to']['event_id']` when `rel_type = m.thread`                                                            |
+| `replyToId`             | Mosaic ID looked up from `event.content['m.relates_to']['m.in_reply_to']['event_id']`                                             |
+| `attachments`           | Populated from `url` in `m.image` / `m.file` events                                                                               |
+| `timestamp`             | `new Date(event.origin_server_ts)`                                                                                                |
+| `metadata`              | `{ channelMessageId, roomId, eventType, unsigned }`                                                                               |
 
 **Outbound:** Adapter sends `m.room.message` with `msgtype = m.text` (or `m.notice` for system messages). Markdown content is sent with `format = org.matrix.custom.html` and a rendered HTML body.
 
@@ -216,21 +207,34 @@ The following sections document how each supported channel maps its native messa
 
 ### Discord
 
-| ChannelMessage field | Discord equivalent                                                      |
-| -------------------- | ----------------------------------------------------------------------- |
-| `id`                 | Generated UUID; `metadata.channelMessageId` = Discord message snowflake |
-| `channelId`          | Discord channel ID (snowflake string)                                   |
-| `senderId`           | Discord user ID (snowflake)                                             |
-| `senderType`         | `"user"` for human members; `"agent"` for bot messages                  |
-| `content`            | `message.content`                                                       |
-| `contentType`        | `"markdown"` (Discord uses a markdown-like syntax natively)             |
-| `threadId`           | `message.thread.id` when the message is inside a thread channel         |
-| `replyToId`          | Mosaic ID looked up from `message.referenced_message.id`                |
-| `attachments`        | `message.attachments` mapped to `ChannelAttachment`                     |
-| `timestamp`          | `new Date(message.timestamp)`                                           |
-| `metadata`           | `{ channelMessageId, guildId, channelType, mentions, embeds }`          |
+| ChannelMessageDto field | Discord equivalent                                                      |
+| ----------------------- | ----------------------------------------------------------------------- |
+| `id`                    | Generated UUID; `metadata.channelMessageId` = Discord message snowflake |
+| `channelId`             | Discord channel ID (snowflake string)                                   |
+| `senderId`              | Discord user ID (snowflake)                                             |
+| `senderKind`            | `"user"` for human members; `"agent"` for bot messages                  |
+| `content`               | `message.content`                                                       |
+| `contentKind`           | `"markdown"` (Discord uses a markdown-like syntax natively)             |
+| `threadId`              | `message.thread.id` when the message is inside a thread channel         |
+| `replyToId`             | Mosaic ID looked up from `message.referenced_message.id`                |
+| `attachments`           | `message.attachments` mapped to `ChannelAttachmentDto`                  |
+| `timestamp`             | `new Date(message.timestamp)`                                           |
+| `metadata`              | `{ channelMessageId, guildId, channelType, mentions, embeds }`          |
 
-**Outbound:** Adapter calls Discord REST `POST /channels/{id}/messages`. Markdown content is sent as-is (Discord renders it). For `contentType = "code"` the adapter wraps in triple-backtick fences with the `metadata.language` tag.
+**Outbound:** Adapter calls Discord REST `POST /channels/{id}/messages`. Markdown content is sent as-is (Discord renders it). For `contentKind = "code"` the adapter wraps in triple-backtick fences with the `metadata.language` tag.
+
+### Discord routing and thread policy
+
+A configured Discord binding maps `(guildId, parentChannelId)` to a stable logical agent and a trusted gateway agent-config ID. Gateway verifies that configuration's name matches the binding logical agent before session creation. The stable conversation handle is derived from logical agent plus response channel/thread and never includes the active harness, provider, model, process, or agent-config ID.
+
+| Inbound location/trigger                   | Conversation and response target                                |
+| ------------------------------------------ | --------------------------------------------------------------- |
+| Authorized untagged parent-channel message | Parent channel; response is sent in-channel                     |
+| Authorized bot mention in parent channel   | Thread already attached to that message, or a new public thread |
+| Authorized message already in a thread     | Existing thread; no repeated mention and no nested thread       |
+| `/approve` or `/stop <approval>`           | Current parent/thread durable session; no new topic is created  |
+
+Authorization order is fixed: guild allowlist → parent-channel allowlist → user allowlist → configured binding/pairing → operation role → per-user/channel message and thread rate limits → thread creation/dispatch. A normal Discord channel's category parent is never treated as the thread authorization parent. If requested thread creation fails, dispatch does not occur because the adapter cannot honor the response target.
 
 ### Discord service ingress security
 
@@ -240,21 +244,21 @@ The Discord adapter is an authenticated gateway service, not an anonymous Socket
 
 ### Telegram
 
-| ChannelMessage field | Telegram equivalent                                                                                           |
-| -------------------- | ------------------------------------------------------------------------------------------------------------- |
-| `id`                 | Generated UUID; `metadata.channelMessageId` = Telegram `message_id` (integer)                                 |
-| `channelId`          | Telegram `chat_id` (integer as string)                                                                        |
-| `senderId`           | Telegram `from.id` (integer as string)                                                                        |
-| `senderType`         | `"user"` for human senders; `"agent"` for bot-originated messages                                             |
-| `content`            | `message.text` or `message.caption`                                                                           |
-| `contentType`        | `"text"` for plain; `"markdown"` if `parse_mode = MarkdownV2`; `"image"` for `photo`; `"file"` for `document` |
-| `threadId`           | `message.message_thread_id` (for supergroup topics)                                                           |
-| `replyToId`          | Mosaic ID looked up from `message.reply_to_message.message_id`                                                |
-| `attachments`        | `photo`, `document`, `video` fields mapped to `ChannelAttachment`                                             |
-| `timestamp`          | `new Date(message.date * 1000)`                                                                               |
-| `metadata`           | `{ channelMessageId, chatType, fromUsername, forwardFrom }`                                                   |
+| ChannelMessageDto field | Telegram equivalent                                                                                           |
+| ----------------------- | ------------------------------------------------------------------------------------------------------------- |
+| `id`                    | Generated UUID; `metadata.channelMessageId` = Telegram `message_id` (integer)                                 |
+| `channelId`             | Telegram `chat_id` (integer as string)                                                                        |
+| `senderId`              | Telegram `from.id` (integer as string)                                                                        |
+| `senderKind`            | `"user"` for human senders; `"agent"` for bot-originated messages                                             |
+| `content`               | `message.text` or `message.caption`                                                                           |
+| `contentKind`           | `"text"` for plain; `"markdown"` if `parse_mode = MarkdownV2`; `"image"` for `photo`; `"file"` for `document` |
+| `threadId`              | `message.message_thread_id` (for supergroup topics)                                                           |
+| `replyToId`             | Mosaic ID looked up from `message.reply_to_message.message_id`                                                |
+| `attachments`           | `photo`, `document`, `video` fields mapped to `ChannelAttachmentDto`                                          |
+| `timestamp`             | `new Date(message.date * 1000)`                                                                               |
+| `metadata`              | `{ channelMessageId, chatType, fromUsername, forwardFrom }`                                                   |
 
-**Outbound:** Adapter calls Telegram Bot API `sendMessage` with `parse_mode = MarkdownV2` for markdown content. For `contentType = "image"` or `"file"` it uses `sendPhoto` / `sendDocument`.
+**Outbound:** Adapter calls Telegram Bot API `sendMessage` with `parse_mode = MarkdownV2` for markdown content. For `contentKind = "image"` or `"file"` it uses `sendPhoto` / `sendDocument`.
 
 ---
 
@@ -262,19 +266,19 @@ The Discord adapter is an authenticated gateway service, not an anonymous Socket
 
 The TUI adapter bridges Mosaic's terminal interface (`packages/cli`) to the channel protocol so that TUI sessions can be treated as a first-class channel.
 
-| ChannelMessage field | TUI equivalent                                                     |
-| -------------------- | ------------------------------------------------------------------ |
-| `id`                 | Generated UUID (TUI has no native message IDs)                     |
-| `channelId`          | `"tui:<conversationId>"` — the active conversation ID              |
-| `senderId`           | Authenticated Mosaic `userId`                                      |
-| `senderType`         | `"user"` for human input; `"agent"` for agent replies              |
-| `content`            | Raw text from stdin / agent output                                 |
-| `contentType`        | `"text"` for input; `"markdown"` for agent responses               |
-| `threadId`           | Not used (TUI sessions are linear)                                 |
-| `replyToId`          | Not used                                                           |
-| `attachments`        | File paths dragged/pasted into the TUI; resolved to `file://` URLs |
-| `timestamp`          | `new Date()` at the moment of send                                 |
-| `metadata`           | `{ conversationId, sessionId, ttyWidth, colorSupport }`            |
+| ChannelMessageDto field | TUI equivalent                                                     |
+| ----------------------- | ------------------------------------------------------------------ |
+| `id`                    | Generated UUID (TUI has no native message IDs)                     |
+| `channelId`             | `"tui:<conversationId>"` — the active conversation ID              |
+| `senderId`              | Authenticated Mosaic `userId`                                      |
+| `senderKind`            | `"user"` for human input; `"agent"` for agent replies              |
+| `content`               | Raw text from stdin / agent output                                 |
+| `contentKind`           | `"text"` for input; `"markdown"` for agent responses               |
+| `threadId`              | Not used (TUI sessions are linear)                                 |
+| `replyToId`             | Not used                                                           |
+| `attachments`           | File paths dragged/pasted into the TUI; resolved to `file://` URLs |
+| `timestamp`             | `new Date()` at the moment of send                                 |
+| `metadata`              | `{ conversationId, sessionId, ttyWidth, colorSupport }`            |
 
 **Outbound:** The adapter writes rendered content to stdout. Markdown is rendered via a terminal markdown renderer (e.g. `marked-terminal`). Code blocks are syntax-highlighted when `metadata.colorSupport = true`.
 
@@ -284,19 +288,19 @@ The TUI adapter bridges Mosaic's terminal interface (`packages/cli`) to the chan
 
 The WebUI adapter connects the Next.js frontend (`apps/web`) to the channel protocol over the existing Socket.IO gateway (`apps/gateway`).
 
-| ChannelMessage field | WebUI equivalent                                             |
-| -------------------- | ------------------------------------------------------------ |
-| `id`                 | Generated UUID; echoed back in the WebSocket event           |
-| `channelId`          | `"webui:<conversationId>"`                                   |
-| `senderId`           | Authenticated Mosaic `userId`                                |
-| `senderType`         | `"user"` for browser input; `"agent"` for agent responses    |
-| `content`            | Message text from the input field                            |
-| `contentType`        | `"text"` or `"markdown"`                                     |
-| `threadId`           | Not used (conversation model handles threading)              |
-| `replyToId`          | Message ID the user replied to (UI reply affordance)         |
-| `attachments`        | Files uploaded via the file picker; stored to object storage |
-| `timestamp`          | `new Date()` at send, or server timestamp from event         |
-| `metadata`           | `{ conversationId, sessionId, clientTimezone, userAgent }`   |
+| ChannelMessageDto field | WebUI equivalent                                             |
+| ----------------------- | ------------------------------------------------------------ |
+| `id`                    | Generated UUID; echoed back in the WebSocket event           |
+| `channelId`             | `"webui:<conversationId>"`                                   |
+| `senderId`              | Authenticated Mosaic `userId`                                |
+| `senderKind`            | `"user"` for browser input; `"agent"` for agent responses    |
+| `content`               | Message text from the input field                            |
+| `contentKind`           | `"text"` or `"markdown"`                                     |
+| `threadId`              | Not used (conversation model handles threading)              |
+| `replyToId`             | Message ID the user replied to (UI reply affordance)         |
+| `attachments`           | Files uploaded via the file picker; stored to object storage |
+| `timestamp`             | `new Date()` at send, or server timestamp from event         |
+| `metadata`              | `{ conversationId, sessionId, clientTimezone, userAgent }`   |
 
 **Outbound:** Adapter emits a `chat:message` Socket.IO event. The WebUI React component receives it and appends to the conversation list. Markdown content is rendered client-side via the existing markdown renderer component.
 
@@ -304,7 +308,7 @@ The WebUI adapter connects the Next.js frontend (`apps/web`) to the channel prot
 
 ## Identity Mapping
 
-`mapIdentity(channelUserId)` resolves a channel-native user identifier to a Mosaic `userId`. This is required to attribute inbound messages to authenticated Mosaic accounts.
+Gateway identity-linking policy resolves a channel-native user identifier to a Mosaic `userId` and produces `ChannelAuthorizedPrincipalDto`. Adapters provide native identity evidence but cannot self-authorize Mosaic scope. Discord currently uses configuration-owned paired users; database-backed linking remains the canonical direction for dynamic Matrix/Slack identity.
 
 The implementation must query a `channel_identities` table (or equivalent) keyed on `(channel_name, channel_user_id)`. When no mapping exists the method returns `null` and the message is treated as anonymous (no Mosaic session context).
 
@@ -323,8 +327,8 @@ Identity linking flows (OAuth dance, deep-link verification token, etc.) are out
 
 ## Error Handling Conventions
 
-- `connect()` must throw a structured error (subclass of `ChannelConnectError`) if the initial connection cannot be established within a reasonable timeout (default: 10 s).
-- `sendMessage()` must throw `ChannelSendError` on terminal failures (auth revoked, channel not found). Transient failures (rate limit, network blip) should be retried internally with exponential backoff before throwing.
+- `start()` must establish the native channel transport or throw a structured connection error. An adapter hosted inside the gateway must not wait for a loopback connection to that same not-yet-listening process; it starts the native transport, lets Socket.IO reconnect, and reports `degraded` until both links are ready.
+- `ChannelEgressPort.send()` implementations must throw a typed terminal error for revoked auth, an invalid route, or a missing channel. Only transient rate/network/server failures are retried with bounded exponential backoff; Discord retries reuse a stable enforced nonce to prevent duplicate chunks, while permanent 4xx failures are not retried.
 - `health()` must never throw — it returns `{ status: 'disconnected' }` on error.
 - Adapters must emit structured logs with `{ channel: adapter.name, event, ... }` metadata for observability.
 
@@ -332,7 +336,7 @@ Identity linking flows (OAuth dance, deep-link verification token, etc.) are out
 
 ## Versioning
 
-The `ChannelMessage` protocol follows semantic versioning. Non-breaking field additions (new optional fields) are minor version bumps. Breaking changes (type changes, required field additions) require a major version bump and a migration guide.
+The `ChannelMessageDto` protocol follows semantic versioning. Non-breaking field additions (new optional fields) are minor version bumps. Breaking changes (type changes, required field additions) require a major version bump and a migration guide.
 
 Current version: **1.0.0**
 
@@ -473,7 +477,7 @@ A single Mosaic conversation can be accessed simultaneously from multiple surfac
 ### Real-Time Sync Flow
 
 1. A message arrives on any surface (TUI keystroke, browser send, Matrix event).
-2. The surface's adapter normalizes the message to `ChannelMessage` and delivers it to `ConversationService`.
+2. The surface's adapter normalizes the message to `ChannelMessageDto` and delivers it to `ConversationService`.
 3. `ConversationService` persists the message to PostgreSQL, assigns a canonical `id`, and publishes a `message:new` event to the Valkey pub/sub channel keyed by `conversationId`.
 4. All active surfaces subscribed to that `conversationId` receive the fanout event and push it to their respective clients:
    - TUI adapter: writes rendered output to the connected terminal session.
@@ -561,7 +565,7 @@ Matrix sessions for linked users are persistent and long-lived. Unlike TUI sessi
 - Their `channel_identities` row exists (link not revoked).
 - They remain members of the relevant Matrix rooms.
 
-Revoking a Matrix link (`DELETE /auth/channel-link/matrix/<matrixUserId>`) removes the `channel_identities` row and causes `mapIdentity()` to return `null`. The appservice optionally kicks the Matrix user from all Mosaic-managed rooms as part of the revocation flow (configurable, default: off).
+Revoking a Matrix link (`DELETE /auth/channel-link/matrix/<matrixUserId>`) removes the `channel_identities` row and causes gateway principal resolution to deny the identity. The appservice optionally kicks the Matrix user from all Mosaic-managed rooms as part of the revocation flow (configurable, default: off).
 
 ---
 
@@ -733,7 +737,7 @@ room_retention_policies
   created_at       TIMESTAMP
 ```
 
-The retention policy is enforced by a background job in the gateway that calls Conduit's admin API to purge events older than the configured threshold. Purged events are removed from the Conduit store but Mosaic's PostgreSQL message store retains the canonical `ChannelMessage` record unless the Mosaic retention policy also covers it.
+The retention policy is enforced by a background job in the gateway that calls Conduit's admin API to purge events older than the configured threshold. Purged events are removed from the Conduit store but Mosaic's PostgreSQL message store retains the canonical `ChannelMessageDto` record unless the Mosaic retention policy also covers it.
 
 Default retention values:
 

docs/architecture/compaction-revocation.md

@@ -0,0 +1,59 @@
+# Compaction observer revocation and runtime generations
+
+WI-3 connects Claude and Pi compaction/session lifecycle events to the existing authenticated lease-broker state machine. It does not add a second lease store or let runtime hooks assert identity. Each observer inherits the broker-minted session, resolves the current private runtime generation, and sends the existing `revoke_lease` action over the authenticated Unix socket.
+
+## Observer matrix
+
+| Runtime          | Lifecycle signal                                                 | Action                                                                                                                       |
+| ---------------- | ---------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------- |
+| Claude / Claudex | `PreCompact`                                                     | Revoke the current lease before compaction. A non-zero hook result blocks the lifecycle transition.                          |
+| Claude / Claudex | `SessionStart` with matcher `compact`                            | Revoke again after compacted context starts.                                                                                 |
+| Claude / Claudex | `SessionStart` with matcher `resume\|clear`                      | Atomically advance the private generation, then revoke the replacement incarnation.                                          |
+| Pi               | `session_before_compact`                                         | Revoke before compaction; return `{ cancel: true }` if revocation cannot be confirmed.                                       |
+| Pi               | `session_compact` then the first `context`                       | Arm and run an independent post-compaction revoke. A failed post observer blocks later tools locally until a retry succeeds. |
+| Pi               | `session_start` with reason `reload`, `new`, `resume`, or `fork` | Atomically advance the private generation, then revoke the replacement incarnation before reuse.                             |
+
+The first observer that reaches the broker deletes pending promotion tokens and makes the lease `UNVERIFIED`. The second compaction observer is deliberate redundancy, not a prerequisite for the first. Claudex receives the same mandatory hooks in its isolated `CLAUDE_CONFIG_DIR`; hook merging preserves unrelated isolated settings and rejects malformed or symlinked settings fail-closed.
+
+## Private generation authority
+
+`launch-runtime.py` still registers before `exec`, preserving the kernel-authenticated PID/starttime anchor. It now also creates `generation-<broker-session>.state` beside the broker socket. The file is owner-only mode `0600` under the broker's mode-`0700` directory. Hook descendants read that file instead of relying only on an immutable inherited environment value.
+
+Generation changes use an exclusive file lock, validate owner/type/mode/size, increment monotonically, truncate and write the complete new value, and `fsync` before contacting the broker. Therefore reload, new-session, resume, and fork events may retain the same PID/starttime while still becoming a new broker incarnation. The higher generation causes the broker to atomically discard prior tokens and lease authority; the replacement generation inherits no VERIFIED lease.
+
+If an observer fires while broker transport is unavailable, `revoke-lease.py` advances the private generation as a local fence before returning non-zero. Every later all-tools gate reads that higher value. When the broker is reachable again, authentication of that value performs the same old-generation revocation before authorization. Pi also keeps a process-local post-compaction/rollover failure latch that blocks tool calls. An unsafe or unreadable generation file itself makes both lifecycle revocation and tool authorization fail closed.
+
+## Threat contract and stopping boundary
+
+### BOUNDED RESIDUAL STALE WINDOW
+
+If **both** pre- and post-compaction observers are missed entirely, no revocation signal exists. During the remaining unexpired lease, **within-TTL consequential actions are allowed**. Their count and timing are **bounded by lease expiry, not by the mutator gate**. WI-3 makes no claim that it bounds mutator actions inside this stale interval. The broker's monotonic lease TTL is capped at 300 seconds; after expiry, the next consequential tool is denied with `LEASE_EXPIRED`.
+
+This is the named D2-v5 T-A residual. It is distinct from an observer that fires but cannot contact the broker: the latter creates a local generation fence and fails closed. It is also distinct from T-C total rot, where the lifecycle observers and the all-tools gate are both absent or replaced. Server-side branch protection, required CI, and independent review remain the irreducible backstop for T-C.
+
+| Condition                                                       | Result                                                                                                                |
+| --------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------- |
+| Either compaction observer succeeds                             | Existing lease and pending promotion tokens are revoked immediately.                                                  |
+| Observer runs but broker confirmation fails                     | Lifecycle transition is denied where supported; local generation fence and runtime latch prevent inherited authority. |
+| Both observers are missed, lease unexpired                      | **ALLOWED** inside the bounded residual stale window. No within-window mutator bound is claimed.                      |
+| Both observers are missed, lease expired                        | **DENIED** by monotonic TTL expiry.                                                                                   |
+| Generation advances on reload/new/resume/fork                   | Prior incarnation revoked; replacement starts `UNVERIFIED`.                                                           |
+| Lifecycle observers and all-tools gate both fail or are removed | T-C total-hook-miss residual; protected-branch controls remain required.                                              |
+
+## T-C server-side branch-protection posture
+
+The required posture is that `main` is push-blocked and PR-only-merge is **MANDATORY**, regardless
+of client-gate state. The client-side gate narrows the exposure window only; it is not the T-C
+guarantee. The server-side protected-branch configuration is the irreducible guarantee for protected
+repository actions. Status-check enforcement and approval enforcement are **RECOMMENDED**.
+
+## Current-vs-required gap (recorded, not enacted)
+
+The current empirical configuration is recorded here without re-probing or mutating live branch
+protection. `enable_push=False` (push-block present), so the mandatory push-block/PR-only-merge core
+holds. `require_approvals=0` (approvals not enforced), `enable_status_check=False` (status checks not
+enforced), and `block_on_official_review=False` (official review not enforced). Those recommended
+merge-quality controls are the current gap; changing them is a separate, owner-gated operations
+decision and is not enacted by this documentation change.
+
+The permanent T12b/T30 acceptance case prints both required outcomes: dual-hook miss within TTL is **ALLOWED**, and the same lease after TTL is **DENIED**. Separate real-socket tests prove each Claude observer and same-PID generation rollover; Pi lifecycle tests exercise pre/post observers, all four replacement reasons, and local failure closure.

docs/architecture/lease-broker-protocol.md

@@ -0,0 +1,35 @@
+# Authenticated external lease broker protocol
+
+The compaction-refresh lease broker is a Linux-only, newline-framed JSON protocol over a Unix stream socket. It is runtime-neutral; M1 consumers are limited to Claude and Pi. This is an internal process boundary, not an HTTP API, so it is intentionally absent from OpenAPI.
+
+The broker, never the caller, obtains `(pid, uid, gid)` from kernel `SO_PEERCRED`. It correlates the PID with `/proc/<pid>/stat` field 22 (`starttime`) and mints `session_id` on `register_anchor`. Presence of `session_id` in that request is refused even when its value is `null` or empty. Later requests must originate from the anchor or a descendant. The broker walks parent PIDs to the `(pid,starttime)` anchor and then rereads every walked PID's starttime before accepting the chain.
+
+## Request and response boundary
+
+Each connection carries exactly one UTF-8 JSON object followed by one newline, capped at 64 KiB. The protocol deliberately uses EOF to prove that there is exactly one frame: immediately after writing the newline, the client **MUST half-close its write side** with `shutdown(SHUT_WR)` (or Node `socket.end()`) before awaiting the response. A client that writes a newline but leaves its write side open receives no successful response; the broker's one-second connection deadline fails closed. Malformed, unterminated, multiple (including a delayed second frame), or oversized frames fail closed. Responses are one JSON object and one newline. Success has `{"ok":true,...}`; refusal has `{"ok":false,"code":"TYPED_CODE"}`. Requests are:
+
+- `register_anchor`: `action`, non-negative `runtime_generation`; no `session_id` field.
+- `authenticate`: `action`, broker-minted `session_id`, non-negative `runtime_generation`.
+- `mint_token`: authenticated identity plus `binding` containing exactly `compaction_epoch`, `request_epoch`, `h_source`, `h_payload`, and `schema_version`.
+- `consume_token`: authenticated identity plus `token`.
+- `begin_verification`: authenticated identity, runtime (`claude` or `pi`), cycle `binding`, and a TTL no greater than 300 seconds. The broker revokes existing authority first, enters `PENDING_VERIFICATION`, and returns a single-use promotion token.
+- `begin_recovery`: the constrained recovery entrypoint. It rejects caller-provided receipt/challenge fields and delegates to the same `begin_verification` transition, but reports `PENDING_DELIVERY` and marks the volatile cycle as recovery-owned.
+- `complete_recovery`: authenticated identity only. It rejects caller-provided receipt/challenge fields, obtains the current recovery challenge only from broker state, and delegates to the same trusted-observer → evidence → consume → promote sequence. An observation failure revokes recovery authority; retry starts a fresh challenge.
+
+The daemon owns a second protected production observer socket (mode `0600`) unless a private `--test-observer-file` fixture is selected. That transport accepts only the exact `record_runtime_observation` schema after kernel `SO_PEERCRED` plus the existing anchor/ancestry authentication; it validates the pending runtime/generation before storing one finalized assistant entry for the in-process `RuntimeReceiptObserver`. It is **not** a broker request action. Claude sends its latest assistant entry from the Stop-hook transport; Pi sends only finalized `message_end` assistant content. The public broker socket continues to reject request-supplied `latest_assistant_message` in begin, observe, and complete paths.
+
+- `promote_lease`: authenticated identity plus the exact pending promotion token. The broker commits token consumption before making `VERIFIED` visible.
+- `revoke_lease`: authenticated observer signal; deletes pending tokens and makes the session `UNVERIFIED` immediately. WI-3 Claude/Pi hooks send this existing action; `runtime` and bounded `reason` fields are diagnostic input only and never identity authority.
+- `authorize_tool`: authenticated identity, runtime, and exact runtime-reported tool name. The broker returns an explicit allow/deny decision from the whole-class policy and current lease.
+
+A higher generation for the same anchor atomically replaces the stored incarnation and deletes all prior tokens and lease authority for that session. A lower generation is stale. Runtime descendants resolve the current generation from an owner-only, locked generation file created by the register-before-exec launcher; reload/new/resume/fork observers advance and `fsync` it before broker revocation. This supports generation replacement even when PID/starttime do not change. Tokens are 256-bit values from the operating-system cryptographic RNG and are single use. At most 256 pending tokens may be persisted; another mint fails with `TOKEN_CAPACITY` before mutation. Successful consumption deletes the token, while a replay still fails with `TOKEN_REPLAY`. Live v1 token records retain the existing `consumed: false` schema.
+
+VERIFIED leases are volatile and monotonic-time bounded: broker restart, generation change, explicit observer revocation, or expiry returns the session to `UNVERIFIED`. `begin_verification` always revokes before minting a new prerequisite. `begin_recovery` reuses that exact transition and mints a new challenge, so a normal-path receipt/challenge cannot be replayed through recovery. `promote_lease` is valid only from the matching pending cycle; persistence failure rolls token and lease state back, while post-rename durability uncertainty terminates the broker. The WI-1 token is the atomic promotion prerequisite substrate.
+
+## Receipt boundary and T-C residual (R1)
+
+Receipt evidence is a T-A delivery/liveness prerequisite only; it cannot replace the mechanical
+mutator gate as safety authority. The receipt detects an **ABSENT** or **PREFIX-TRUNCATED** terminal
+token. A **MIDDLE-DROP** that preserves the tail is a T-C contract violation that is **NOT receipt-detectable**. It is covered by server-side protected-branch controls, **NOT** by the receipt; no category-wide receipt-detection claim is made for that tail-preserving transformation.
+
+State replacement serializes and enforces the 4 MiB maximum before opening a temporary file, then uses a mode-`0600` temporary file, `fsync`, atomic rename, and parent-directory `fsync`. Every broker mutation snapshots the prior v1 state. A commit failure before rename restores that snapshot and leaves durable state unchanged. A failure after rename makes durability uncertain, so the store is poisoned without rolling memory back and the daemon terminates rather than serving with divergent state. Existing state is opened without following symlinks, must be a bounded regular file at mode `0600`, and is fully schema- and invariant-validated before use. Persisted tokens must be unconsumed, match their session's current generation, and remain within the 256-token cap. Session identity is uniquely keyed by `(anchor_pid,anchor_starttime)`; duplicate logical sessions for one anchor refuse startup. State integrity or mode failures refuse startup. The daemon does not log session IDs or tokens.

docs/architecture/lease-broker-security.md

@@ -0,0 +1,26 @@
+# WI-1 lease broker security notes
+
+- Trusted identity comes only from Linux `SO_PEERCRED` plus `/proc` starttime, never request identity fields.
+- Descendant authorization is anchored to `(pid,starttime)` and uses a complete second starttime pass to fail closed on disappearance or PID-reuse races.
+- Runtime generations are monotonic per anchor; a bump revokes prior-incarnation tokens before persistence commits. WI-3 stores the live generation in an owner-only locked file so same-PID Pi reload/new/resume/fork and Claude resume/clear transitions cannot inherit a VERIFIED lease.
+- Session IDs and cycle tokens use the OS cryptographic RNG. `Math.random` and model output are not token sources.
+- Framing and persistence failures fail closed. Sensitive tokens are not logged.
+- Built-in `0700`/`0600` filesystem modes provide same-principal hardening only, not socket authenticity against the same UID. WI-1 provides no distinct-principal isolation. That stronger deployment requires an external protected proxy, ACL, or service boundary, and the boundary must preserve authenticated client identity for the broker's `SO_PEERCRED` and ancestry authorization rather than substituting a shared proxy identity.
+- WI-2 whole-class authorization denies every consequential, unknown, and custom tool while UNVERIFIED; it does not inspect shell strings or trust wrapper selection. First-class Claude/Pi, both Claudex dispatch modes, PRDY, QA remediation, coord, orchestrator, and fleet starts converge on broker register-before-exec; Claudex additionally installs the mandatory all-tools hook inside its preserved isolated config and fails closed on unsafe settings.
+- The permanent `check-runtime-launches.py` suite/CI guard scans production source for direct literal, absolute-path, process-API, command-array, and dynamic Claude/Pi launches. It has no bypass allowlist: an unrecognized launch form fails CI until routed through the common boundary.
+- WI-2 promotion consumes a WI-1 cycle token before VERIFIED becomes visible. Observer revocation, runtime-generation replacement, broker restart, and monotonic TTL expiry remove authority.
+- WI-3 wires redundant Claude `PreCompact`/`SessionStart(compact)` and Pi `session_before_compact`/post-`session_compact` `context` observers to that same revoke action. If broker confirmation fails after an observer fires, the revoker advances the private generation as a local fence; subsequent authorization revokes the stale broker incarnation before any consequential allow.
+- Dual observer absence while a lease remains live is the named **bounded residual stale window**: consequential tools remain allowed until monotonic expiry, with no claimed within-window action bound. After expiry they are denied. Total observer-plus-gate absence remains T-C.
+- Receipt observation, payload construction, and constrained recovery implementation remain later surfaces. A receipt can become a promotion prerequisite but is never the safety mechanism.
+
+## Named residual: promote-lease-lost-ACK (WI-3 D2-v5)
+
+A valid `promote_lease` can leave a session `VERIFIED` in the broker while the client never learns of it. This is a named, bounded D2-v5 T-A residual — an **authority-observability divergence, not an authority divergence, not an ALLOW-risk, and not a retry double-apply**. It is disclosed here, not laundered.
+
+**Window — where it can occur.** The broker commits token consumption and durable `VERIFIED` state _before_ the success reply becomes visible (see the promotion order in `lease-broker-protocol.md`). The residual is confined to the interval after that commit+fsync when the broker→client reply or peer-ACK is lost — for example an extreme-contention send failure or peer disconnect after `handle()` has already mutated and persisted state (the #838 fail-closed transport path). The lease mutation is already durable broker-side; only the acknowledgement to the client is lost. No uncommitted or partially-applied state is involved: the commit either happened (and is authoritative) or it did not (and no lease exists).
+
+**Fail-safe direction — the client can only under-claim.** Broker intent is the ceiling; client authority is always ≤ broker intent, never more. Client-side authority-belief is granted only by a _received_ acknowledgement; a lost acknowledgement conveys nothing, so the client cannot conclude "verified" and continues to treat itself as `UNVERIFIED` (it re-verifies or recovers). If the client retries `promote_lease` with the same token, the token is already consumed and the broker rejects the retry (`PROMOTION_TOKEN_MISMATCH` / `INVALID_LEASE_TRANSITION`); there is no double-apply. The committed `VERIFIED` state the broker holds is authority the lease _legitimately earned_ from a real promotion — the broker authorizing consequential tools under it is correct, not inflation. Divergence is therefore strictly toward _less_ client authority than the broker granted; it never produces authority the broker did not grant.
+
+**Bound — TTL plus the observer/gen-bump revoke backstop, self-healing.** The orphaned `VERIFIED` lease is indistinguishable to the broker from any other legitimately verified lease, so the identical D2-v5 revocation backstops dispose of it: any compaction observer (`PreCompact` / `SessionStart(compact)` for Claude; `session_before_compact` / post-`session_compact` `context` for Pi), any same-PID runtime-generation bump (reload/new/resume/fork), broker restart, or monotonic-time expiry returns the session to `UNVERIFIED`. Monotonic TTL expiry (capped at 300 seconds) is **unconditional** — it requires no observer at all — so the maximum exposure of the orphaned lease is one TTL, ≤ 300 s, after which the next consequential tool is denied with `LEASE_EXPIRED`. Any observer that fires shortens the window further. The residual self-heals: "≥1 observer fires OR expiry ⇒ revoke" catches the lost-ACK lease on the same terms as every other stale lease. As with the dual-observer-miss stale window, WI-3 makes no claim that the mutator gate bounds actions inside the residual interval; the interval is bounded by TTL and the revoke backstop, and the server-side branch-protection / required-CI / independent-review line remains the irreducible backstop for protected-repository mutations.
+
+Coordinator security review must rerun the real socket/peercred and mutator-gate acceptance suites on an unrestricted Linux runner and obtain the mandated independent Opus-SECREV review before integration.

docs/architecture/mos-runtime-portability-m1.md

@@ -0,0 +1,49 @@
+# Mos Runtime Portability M1 — Logical Identity and Fencing
+
+## Boundary
+
+M1 separates the logical Mosaic agent from any Claude, Pi, Codex, tmux, Matrix, or provider-native session. The normalized identity is:
+
+```text
+(tenant_id, logical_agent_id, binding_id)
+```
+
+`logical_agent_id` is a server-owned stable identifier. A connector is a replaceable holder of a lease for one binding; it is not the agent identity.
+
+## Durable lease model
+
+PostgreSQL table `logical_agent_connector_leases` has one unique row per identity/binding tuple. The current row records:
+
+- an opaque lease UUID;
+- connector ID and normalized allowed scopes;
+- a positive decimal fencing epoch stored as PostgreSQL `bigint`;
+- acquired, heartbeat, expiry, release, and update timestamps.
+
+Initial acquisition is insert-only. An existing active row causes `lease_held`. An expired or released row causes `takeover_required`; ordinary acquisition cannot recover it. Authorized takeover uses compare-and-swap against the expected epoch, rotates the lease UUID, and increments the epoch atomically. Heartbeat and release match the full identity, binding, connector, lease UUID, and epoch.
+
+The companion `connector_lease_audit_log` is append-only metadata. It stores lifecycle event, outcome/reason, identity/binding/connector, epoch, correlation ID, and timestamp. It deliberately excludes scopes, grant objects, payloads, approval references, tokens, and credentials.
+
+## Execution grants
+
+`ConnectorLeaseCoordinator` issues a short-lived internal grant only after rereading the durable current lease. Defense-in-depth caps leases at 5 minutes and grants at 30 seconds by default; constructor options may tighten these limits. A grant is bound to tenant, logical agent, binding, connector, lease UUID, scope subset, expiry, and epoch.
+
+Validation occurs immediately before adapter invocation and rereads PostgreSQL. The adapter receives only `ConnectorExecutionContext`; harness-native schemas remain behind the adapter. Validation denies:
+
+- grants not minted by the current gateway process (including cloned/forged objects);
+- expired grants or leases;
+- released leases;
+- stale epochs or replaced connector/lease UUIDs;
+- missing/cross-tenant/cross-agent/cross-binding leases;
+- scopes not authorized by both grant and current lease.
+
+A gateway restart intentionally invalidates process-local grants. The durable lease and epoch survive, and a fresh grant may be issued only after current-lease and gateway-policy validation.
+
+## Concurrency and side-effect rule
+
+The database CAS determines the sole current holder. A successful takeover makes every old-epoch validation fail. Connector adapters must consume and propagate the normalized lease epoch/context so downstream effect boundaries can also fence races that occur after gateway validation.
+
+M1 does not provide exactly-once receipts or a side-effect journal. Those remain later #754 work; callers must not infer exactly-once delivery from lease fencing.
+
+## Extension boundary
+
+`ConnectorLeaseService` is the gateway-owned policy surface. Every policy decision receives the normalized requested scopes and TTL (or explicit `null` where no TTL applies), so a concrete policy can enforce least privilege and duration limits. Its production default policy denies every lease/grant operation until a server-configured connector policy is supplied. No M1 HTTP endpoint accepts caller-controlled tenant or logical identity, and no concrete Claude/Pi/Codex adapter or channel cutover is included.

docs/architecture/mutator-class-gate.md

@@ -0,0 +1,72 @@
+# Whole mutator-class lease gate
+
+WI-2 adds the framework-native authorization boundary for Claude (including the supported Claudex overlay) and Pi. Every runtime-reported tool name reaches the lease broker before execution. The gate classifies capabilities by the whole tool class; it never parses a Bash command to decide whether that particular string looks read-only.
+
+## Default-deny policy
+
+While a session is not VERIFIED, only these exact classes are allowed:
+
+- Claude: `Read`, `Grep`, `Glob`, `Ls`, `Find`
+- Pi: `read`, `grep`, `find`, `ls`
+- Both runtimes: the fixed `mosaic_context_recover` primitive
+
+Every other built-in, unknown tool, and custom/MCP tool is consequential by default and is denied. This includes Claude `Bash`, `Edit`, `Write`, and `NotebookEdit`, plus Pi `bash`, `edit`, and `write`. A compromised model therefore cannot bypass Mosaic wrappers by selecting raw `git`, `curl`, `kubectl`, provider, deployment, or filesystem commands inside a generic mutator—the generic mutator itself is blocked before its input executes.
+
+## Broker-owned transition order
+
+The authenticated broker is the sole lease writer:
+
+1. `begin_verification` revokes existing authority and pending tokens first, then records `PENDING_VERIFICATION` and mints one WI-1 single-use promotion token bound to the exact cycle.
+2. `promote_lease` accepts only that session/generation/binding/token combination.
+3. Token consumption commits before the volatile lease becomes VERIFIED. Promotion is last and cannot be reached directly from UNVERIFIED.
+4. `revoke_lease`, a runtime-generation increase, broker restart, or monotonic expiry removes mutator authority.
+
+The initial TTL is capped at the ratified 300-second maximum. A caller may request a shorter positive TTL but cannot lengthen the maximum. WI-3 installs the [compaction observer and generation lifecycle](compaction-revocation.md). Dual compaction-hook miss within an unexpired lease remains the ratified bounded T-A residual: consequential tools are allowed until expiry, with no claimed within-window action bound; once either observer revokes or TTL expires, the next consequential tool is denied.
+
+A receipt is only a future promotion prerequisite. It is not an obedience, residency, or safety proof and never replaces this mechanical gate.
+
+## Runtime adapters
+
+`launch-runtime.py` registers itself with the broker and then `exec`s Claude or Pi so PID/starttime remain the authenticated parent anchor. It exports the broker-minted session ID and an owner-only generation-file reference to descendants; lifecycle hooks advance that file for same-PID replacement generations.
+
+- Claude installs `mutator-gate.py` as an all-tools (`.*`) `PreToolUse` hook.
+- `mosaic claudex` and `mosaic yolo claudex` preserve their isolated `CLAUDE_CONFIG_DIR`, merge the mandatory hook into that isolated `settings.json`, and use the same register-before-exec launcher. Malformed or symlinked isolated settings deny launch.
+- Pi invokes the same executable from its `tool_call` handler.
+
+The executable submits the runtime's actual tool name to `authorize_tool`. Missing identity, malformed input/reply, timeout, broker unavailability, or denial exits with status 2 and blocks fail-closed.
+
+## Runtime-launch choke-point and permanent guard
+
+Every repository-owned Claude/Pi launch entry converges on `launch-runtime.py`, either directly or through `mosaic` → `execLeaseGatedRuntime`. PRDY init/update and QA remediation invoke the wrapper directly so their existing prompts, dangerous-permission behavior, working directory, and environment survive without skipping broker registration. The raw Claude `--dangerously-skip-permissions` primitive is owned only by `launch-runtime.py`; callers request semantic `--dangerous` mode, and the wrapper validates Claude before injecting the primitive. `@mosaicstack/coord` rewrites direct Claude commands to `mosaic claude` and rejects unknown custom Claude launchers.
+
+`check-runtime-launches.py` is the permanent completeness guard. It scans production shell, TypeScript/JavaScript, Python, and data launch definitions under `packages/`, `apps/`, `plugins/`, and `tools/`; direct literal, absolute-path, process-API, dynamic, command-substitution, `eval`, and variable-execution runtime launches fail. Shell comments are stripped with quote awareness, wrapper prefixes are tokenized with `shlex`, and only an invocation in command position with `--runtime` before the command separator is gated. Literal and tracked-variable command tokens use one terminal resolver after any nesting of `exec`, `command`, `nohup`, or `env` plus assignments. A direct command always wins over an inert marker on the same line. Independently, the raw dangerous primitive anywhere outside the choke-point is RED.
+
+The command parser is a best-effort CI defense, not a complete shell interpreter. Alias/function redefinition, sourced commands, generated scripts, and encoded pipelines are intentionally residual rather than an invitation to chase an unbounded shell language. Two runtime controls backstop that residual surface: primitive ownership rejects a dangerous launch even when command identity is alias-indirected, and Claude's global `.*` `PreToolUse` hook invokes the broker gate for non-dangerous launches. Without `MOSAIC_LEASE_SESSION_ID`, representative read, mutator, and custom/MCP tools all fail closed with `GATE_UNAVAILABLE`. Hook absence or replacement remains in the documented T-C boundary.
+
+### Parser stopping criterion
+
+- **A — realistic parser matrix:** comments, inert strings/assignments, heredocs, continuations, chained commands, command substitution, `eval`, bare tracked variables, and quoted/unquoted tracked variables behind `exec`, `command`, `nohup`, or `env` are permanent RED regressions. Prefix-variable forms are covered in both multiline and same-line assignment shapes.
+- **B — residual backstops:** a dangerous alias-indirected launch is RED solely through primitive anchoring; a parser-missed non-dangerous alias launch is paired with an acceptance test proving the global all-tools hook denies every representative tool class as `GATE_UNAVAILABLE` without a lease.
+- **C — independent fresh review:** the parser class is considered complete only when reviewers find no new non-overlapping realistic evasion on the exact head. A and B are repository evidence; C is supplied by the fresh review round.
+
+All three layers are load-bearing and complementary. The guard is mandatory in `@mosaicstack/mosaic`'s test script, so root CI fails on a future realistic bypass. Real-socket tests separately prove PRDY init/update and QA receive broker sessions and deny an unverified mutator.
+
+The live inventory is emitted by:
+
+```bash
+python3 packages/mosaic/framework/tools/lease-broker/check-runtime-launches.py --root . --json
+```
+
+| Production launch family                               | Gated entries |
+| ------------------------------------------------------ | ------------: |
+| `@mosaicstack/coord` default/configured Claude command |             2 |
+| Fleet runtime start                                    |             1 |
+| QA remediation + generated QA command                  |             2 |
+| Orchestrator command construction/session launches     |             3 |
+| PRDY init/update                                       |             2 |
+| Mosaic Claude/Pi/Claudex adapter and wrapper boundary  |             4 |
+| **Total**                                              |   **14 / 14** |
+
+## Assurance boundary
+
+This closes T-A after an observer fires or lease expiry and T-B for in-runtime tool calls. Hook/extension absence, a runtime executing outside the gated launcher, ptrace/same-UID broker replacement, and other fully rotted behavior remain T-C. Server-side branch protection and required PR review/CI remain the irreducible line for protected repository mutations.

docs/compaction-refresh/probes/p5_receipt_replay.py

@@ -0,0 +1,228 @@
+#!/usr/bin/env python3
+"""P5 Gate0 replay probe; BUILT ONLY, execution is Mos-gated.
+
+Run only under fresh-executor authorization:
+  python3 -I -S -B docs/compaction-refresh/probes/p5_receipt_replay.py
+
+Each of the default three isolated runs launches the shipped lease-broker daemon
+in a distinct private temporary directory.  This driver never changes broker
+state directly and does not replace the promote gate: every transition is sent
+over the daemon's real Unix socket.  It proves the shipped order is
+PENDING_DELIVERY -> observe/evidence commit -> consume -> VERIFIED and that a
+consumed challenge cannot be replayed or reopen/renew its lease.
+"""
+
+from __future__ import annotations
+
+import argparse
+import base64
+import importlib.util
+import json
+import os
+import shutil
+import socket
+import subprocess
+import sys
+import tempfile
+import time
+from pathlib import Path
+
+
+HERE = Path(__file__).resolve().parent
+REPOSITORY = HERE.parents[2]
+TOOLS = REPOSITORY / "packages/mosaic/framework/tools/lease-broker"
+DAEMON = TOOLS / "daemon.py"
+FRAGMENTS = TOOLS / "normative_fragments.py"
+
+
+def load_shipped_fragments():
+    if not FRAGMENTS.is_file():
+        raise RuntimeError(f"shipped normative construction missing: {FRAGMENTS}")
+    spec = importlib.util.spec_from_file_location("p5_shipped_normative_fragments", FRAGMENTS)
+    if spec is None or spec.loader is None:
+        raise RuntimeError("unable to load shipped normative construction")
+    module = importlib.util.module_from_spec(spec)
+    spec.loader.exec_module(module)
+    return module
+
+
+def request(socket_path: Path, value: dict[str, object]) -> dict[str, object]:
+    with socket.socket(socket.AF_UNIX, socket.SOCK_STREAM) as connection:
+        connection.settimeout(3.0)
+        connection.connect(str(socket_path))
+        connection.sendall((json.dumps(value, separators=(",", ":")) + "\n").encode())
+        connection.shutdown(socket.SHUT_WR)
+        response = bytearray()
+        while True:
+            chunk = connection.recv(4096)
+            if not chunk:
+                break
+            response.extend(chunk)
+    if not response.endswith(b"\n") or response.count(b"\n") != 1:
+        raise AssertionError(f"unframed broker reply: {bytes(response)!r}")
+    parsed = json.loads(response[:-1])
+    if not isinstance(parsed, dict):
+        raise AssertionError(f"non-object broker reply: {parsed!r}")
+    return parsed
+
+
+def wait_ready(process: subprocess.Popen[str], socket_path: Path) -> None:
+    deadline = time.monotonic() + 5.0
+    while time.monotonic() < deadline:
+        if socket_path.exists():
+            return
+        if process.poll() is not None:
+            output = process.stdout.read() if process.stdout is not None else ""
+            raise RuntimeError(f"shipped daemon exited before READY: {output}")
+        time.sleep(0.02)
+    raise TimeoutError("shipped daemon did not create private probe socket")
+
+
+def expect_refused(reply: dict[str, object], code: str) -> None:
+    if reply != {"ok": False, "code": code}:
+        raise AssertionError(f"expected refusal {code}, got {reply!r}")
+
+
+def run_once(index: int) -> str:
+    fragments = load_shipped_fragments()
+    root = Path(tempfile.mkdtemp(prefix=f"mosaic-p5-replay-{index}-"))
+    os.chmod(root, 0o700)
+    socket_path = root / "broker.sock"
+    state_path = root / "state.json"
+    observer_path = root / "test-observer.json"
+    process = subprocess.Popen(
+        [
+            sys.executable, "-I", "-S", "-B", str(DAEMON), "--socket", str(socket_path),
+            "--state", str(state_path), "--test-observer-file", str(observer_path),
+        ],
+        stdin=subprocess.DEVNULL,
+        stdout=subprocess.PIPE,
+        stderr=subprocess.STDOUT,
+        text=True,
+    )
+    try:
+        wait_ready(process, socket_path)
+        registered = request(socket_path, {"action": "register_anchor", "runtime_generation": 1})
+        if registered.get("ok") is not True or not isinstance(registered.get("session_id"), str):
+            raise AssertionError(f"registration failed: {registered!r}")
+        session_id = registered["session_id"]
+        construction = fragments.build_payload(
+            manifest_version=1,
+            generator_version="p5-replay-probe",
+            fragments=[
+                fragments.NormativeFragment(
+                    "authority/probe",
+                    b"P5 shipped transition driver\n",
+                    "63537df1a6cb0d80195a96757ab11d629e5b5e1f23be167218b84cb195b1c1d6",
+                ),
+            ],
+        )
+        if construction.injectionDecision != "ACCEPTED" or not construction.promotion:
+            raise AssertionError("shipped normative construction refused P5 fixture")
+        binding = {
+            "compaction_epoch": index,
+            "request_epoch": index + 100,
+            "h_source": construction.h_source,
+            "h_payload": construction.h_payload,
+            "schema_version": 1,
+        }
+        construction_request = {
+            "manifest_version": 1,
+            "generator_version": "p5-replay-probe",
+            "fragments": [{
+                "source_id": "authority/probe",
+                "content_base64": base64.b64encode(b"P5 shipped transition driver\n").decode("ascii"),
+                "expected_sha256": "63537df1a6cb0d80195a96757ab11d629e5b5e1f23be167218b84cb195b1c1d6",
+            }],
+        }
+        pending = request(socket_path, {
+            "action": "begin_verification",
+            "session_id": session_id,
+            "runtime_generation": 1,
+            "runtime": "pi",
+            "binding": binding,
+            "construction": construction_request,
+        })
+        if pending.get("ok") is not True or pending.get("state") != "PENDING_VERIFICATION":
+            raise AssertionError(f"shipped pending-delivery transition failed: {pending!r}")
+        challenge = pending.get("receipt_challenge")
+        receipt = pending.get("receipt")
+        if not isinstance(challenge, str) or not isinstance(receipt, str):
+            raise AssertionError(f"shipped broker did not mint a receipt challenge: {pending!r}")
+
+        # Promotion before observation/evidence/consumption is forbidden.
+        expect_refused(request(socket_path, {
+            "action": "promote_lease",
+            "session_id": session_id,
+            "runtime_generation": 1,
+            "receipt_challenge": challenge,
+        }), "INVALID_LEASE_TRANSITION")
+
+        observer_path.write_text(json.dumps({
+            "session_id": session_id,
+            "runtime_generation": 1,
+            "latest_assistant_message": receipt,
+        }), encoding="utf-8")
+        os.chmod(observer_path, 0o600)
+        observed = request(socket_path, {
+            "action": "observe_receipt",
+            "session_id": session_id,
+            "runtime_generation": 1,
+            "receipt_challenge": challenge,
+        })
+        if observed.get("ok") is not True or observed.get("state") != "PENDING_PROMOTION":
+            raise AssertionError(f"shipped evidence transition failed: {observed!r}")
+        durable = json.loads(state_path.read_text(encoding="utf-8"))
+        evidence = durable["tokens"][challenge].get("evidence")
+        if not isinstance(evidence, dict) or not isinstance(evidence.get("h_latest_assistant"), str):
+            raise AssertionError("shipped receipt evidence was not committed before consume/promote")
+
+        promoted = request(socket_path, {
+            "action": "promote_lease",
+            "session_id": session_id,
+            "runtime_generation": 1,
+            "receipt_challenge": challenge,
+        })
+        if promoted.get("ok") is not True or promoted.get("state") != "VERIFIED":
+            raise AssertionError(f"shipped consume-before-promote transition failed: {promoted!r}")
+
+        # T25/T28: the actual consumed challenge, re-presented through the
+        # shipped daemon, can neither be observed again nor re-promote/reopen.
+        expect_refused(request(socket_path, {
+            "action": "observe_receipt",
+            "session_id": session_id,
+            "runtime_generation": 1,
+            "receipt_challenge": challenge,
+        }), "RECEIPT_REPLAY")
+        expect_refused(request(socket_path, {
+            "action": "promote_lease",
+            "session_id": session_id,
+            "runtime_generation": 1,
+            "receipt_challenge": challenge,
+        }), "RECEIPT_REPLAY")
+        return challenge
+    finally:
+        if process.poll() is None:
+            process.terminate()
+            try:
+                process.wait(timeout=3.0)
+            except subprocess.TimeoutExpired:
+                process.kill()
+                process.wait()
+        shutil.rmtree(root, ignore_errors=True)
+
+
+def main() -> None:
+    parser = argparse.ArgumentParser()
+    parser.add_argument("--runs", type=int, default=3)
+    arguments = parser.parse_args()
+    if arguments.runs != 3:
+        raise SystemExit("P5 requires exactly three isolated runs")
+    challenges = [run_once(index) for index in range(arguments.runs)]
+    if len(set(challenges)) != arguments.runs:
+        raise AssertionError("separate shipped cycles did not mint unique challenges")
+    print("P5 receipt replay probe PASS: 3 isolated shipped-daemon runs")
+
+
+if __name__ == "__main__":
+    main()

docs/compaction-refresh/probes/p6_constrained_recovery.py

@@ -0,0 +1,255 @@
+#!/usr/bin/env python3
+"""P6 constrained-recovery probe; BUILT ONLY and Mos-gated.
+
+DO NOT self-fire. Under Mos authorization only:
+  python3 -I -S -B docs/compaction-refresh/probes/p6_constrained_recovery.py
+
+The default three isolated runs launch the shipped daemon plus its production
+observer transport on private sockets. The driver invokes the shipped recovery
+command and adapter gate identity; it never resets broker state, mocks promote,
+or taps a live model-output stream.
+"""
+
+from __future__ import annotations
+
+import argparse
+import base64
+import hashlib
+import importlib.util
+import json
+import os
+import shutil
+import socket
+import subprocess
+import sys
+import tempfile
+import time
+from pathlib import Path
+
+
+HERE = Path(__file__).resolve().parent
+REPOSITORY = HERE.parents[2]
+TOOLS = REPOSITORY / "packages/mosaic/framework/tools/lease-broker"
+DAEMON = TOOLS / "daemon.py"
+GATE = TOOLS / "mutator-gate.py"
+RECOVERY_COMMAND = TOOLS / "recover-context.py"
+OBSERVER_CLIENT = TOOLS / "receipt-observer-client.py"
+FRAGMENTS = TOOLS / "normative_fragments.py"
+CLAUDE_SETTINGS = REPOSITORY / "packages/mosaic/framework/runtime/claude/settings.json"
+PI_EXTENSION = REPOSITORY / "packages/mosaic/framework/runtime/pi/mosaic-extension.ts"
+
+
+def load_shipped_fragments():
+    spec = importlib.util.spec_from_file_location("p6_shipped_fragments", FRAGMENTS)
+    if spec is None or spec.loader is None:
+        raise RuntimeError("shipped normative construction unavailable")
+    module = importlib.util.module_from_spec(spec)
+    spec.loader.exec_module(module)
+    return module
+
+
+def request(socket_path: Path, value: dict[str, object]) -> dict[str, object]:
+    with socket.socket(socket.AF_UNIX, socket.SOCK_STREAM) as connection:
+        connection.settimeout(3.0)
+        connection.connect(str(socket_path))
+        connection.sendall((json.dumps(value, separators=(",", ":")) + "\n").encode())
+        connection.shutdown(socket.SHUT_WR)
+        response = bytearray()
+        while True:
+            chunk = connection.recv(4096)
+            if not chunk:
+                break
+            response.extend(chunk)
+    if not response.endswith(b"\n") or response.count(b"\n") != 1:
+        raise AssertionError(f"unframed broker reply: {bytes(response)!r}")
+    reply = json.loads(response[:-1])
+    if not isinstance(reply, dict):
+        raise AssertionError("broker reply is not an object")
+    return reply
+
+
+def wait_ready(process: subprocess.Popen[str], socket_path: Path) -> None:
+    deadline = time.monotonic() + 5.0
+    while time.monotonic() < deadline:
+        if socket_path.exists():
+            return
+        if process.poll() is not None:
+            output = process.stdout.read() if process.stdout is not None else ""
+            raise RuntimeError(f"shipped daemon exited before READY: {output}")
+        time.sleep(0.02)
+    raise TimeoutError("shipped daemon did not create private probe socket")
+
+
+def run_json(command: list[str], environment: dict[str, str], input_value: object | None = None) -> dict[str, object]:
+    completed = subprocess.run(
+        command,
+        input=None if input_value is None else json.dumps(input_value),
+        text=True,
+        capture_output=True,
+        env=environment,
+        check=False,
+    )
+    if not completed.stdout.endswith("\n"):
+        raise AssertionError(f"command omitted framed result: {completed.stderr!r}")
+    reply = json.loads(completed.stdout)
+    if not isinstance(reply, dict):
+        raise AssertionError("command result is not an object")
+    return reply
+
+
+def gate_recovery(runtime: str, phase: str, environment: dict[str, str]) -> None:
+    command = [sys.executable, "-I", "-S", "-B", str(GATE), "--runtime", runtime]
+    if runtime == "claude":
+        command.extend(["--recovery-command", str(RECOVERY_COMMAND)])
+        recovery_invocation = (
+            f"python3 {RECOVERY_COMMAND} begin --construction /tmp/p6.json "
+            "--compaction-epoch 1 --request-epoch 1"
+            if phase == "begin"
+            else f"python3 {RECOVERY_COMMAND} complete"
+        )
+        value = {"tool_name": "Bash", "tool_input": {"command": recovery_invocation}}
+    else:
+        value = {"tool_name": "mosaic_context_recover"}
+    completed = subprocess.run(command, input=json.dumps(value), text=True, capture_output=True, env=environment, check=False)
+    if completed.returncode != 0:
+        raise AssertionError(f"{runtime} recovery invocation remained gated: {completed.stderr!r}")
+
+
+def record_production_observation(runtime: str, message: str, root: Path, environment: dict[str, str]) -> None:
+    command = [sys.executable, "-I", "-S", "-B", str(OBSERVER_CLIENT), "--runtime", runtime]
+    if runtime == "claude":
+        transcript = root / "claude-transcript.jsonl"
+        transcript.write_text(json.dumps({"message": {"role": "assistant", "content": message}}) + "\n", encoding="utf-8")
+        payload = {"transcript_path": str(transcript)}
+        command.append("--latest-entry")
+    else:
+        payload = {"latest_assistant_message": message}
+    completed = subprocess.run(command, input=json.dumps(payload), text=True, capture_output=True, env=environment, check=False)
+    if completed.returncode != 0:
+        raise AssertionError(f"{runtime} production observer transport refused: {completed.stderr!r}")
+
+
+def run_once(index: int, runtime: str) -> None:
+    # Parity guard: drive the shipped command and the repaired adapter/observer
+    # bytes, not a shadow receipt or promotion implementation.
+    recovery_source = RECOVERY_COMMAND.read_text(encoding="utf-8")
+    if '"action": "begin_recovery"' not in recovery_source or '"action": "complete_recovery"' not in recovery_source:
+        raise AssertionError("P6 parity guard: recovery command no longer drives shipped broker entrypoints")
+    gate_source = GATE.read_text(encoding="utf-8")
+    if "--recovery-command" not in CLAUDE_SETTINGS.read_text(encoding="utf-8"):
+        raise AssertionError("P6 parity guard: Claude recovery mapping is missing")
+    if "_SHELL_ACTIVE" not in gate_source or "argv[1] != str(recovery_command)" not in gate_source:
+        raise AssertionError("P6 parity guard: Claude mapping is not literal-only")
+    if "const RECOVERY_TOOL = 'mosaic_context_recover'" not in PI_EXTENSION.read_text(encoding="utf-8"):
+        raise AssertionError("P6 parity guard: Pi recovery tool mapping is missing")
+
+    fragments = load_shipped_fragments()
+    root = Path(tempfile.mkdtemp(prefix=f"mosaic-p6-recovery-{index}-"))
+    os.chmod(root, 0o700)
+    socket_path = root / "broker.sock"
+    observer_socket = root / "observer.sock"
+    state_path = root / "state.json"
+    construction_path = root / "construction.json"
+    content = b"P6 constrained recovery fixture\n"
+    construction = {
+        "manifest_version": 1,
+        "generator_version": "p6-constrained-recovery",
+        "fragments": [{
+            "source_id": "authority/p6",
+            "content_base64": base64.b64encode(content).decode("ascii"),
+            "expected_sha256": hashlib.sha256(content).hexdigest(),
+        }],
+    }
+    construction_path.write_text(json.dumps(construction), encoding="utf-8")
+    os.chmod(construction_path, 0o600)
+    process = subprocess.Popen(
+        [sys.executable, "-I", "-S", "-B", str(DAEMON), "--socket", str(socket_path),
+         "--state", str(state_path), "--observer-socket", str(observer_socket)],
+        stdin=subprocess.DEVNULL,
+        stdout=subprocess.PIPE,
+        stderr=subprocess.STDOUT,
+        text=True,
+    )
+    try:
+        wait_ready(process, socket_path)
+        registered = request(socket_path, {"action": "register_anchor", "runtime_generation": 1})
+        session_id = registered.get("session_id")
+        if registered.get("ok") is not True or not isinstance(session_id, str):
+            raise AssertionError(f"broker anchor registration failed: {registered!r}")
+        built = fragments.build_payload_from_wire(construction)
+        normal = request(socket_path, {
+            "action": "begin_verification", "session_id": session_id, "runtime_generation": 1,
+            "runtime": runtime, "construction": construction,
+            "binding": {"compaction_epoch": index, "request_epoch": index + 100,
+                        "h_source": built.h_source, "h_payload": built.h_payload, "schema_version": 1},
+        })
+        normal_challenge = normal.get("receipt_challenge")
+        normal_receipt = normal.get("receipt")
+        if not isinstance(normal_challenge, str) or not isinstance(normal_receipt, str):
+            raise AssertionError("normal path did not mint a receipt challenge")
+        environment = {
+            **os.environ,
+            "MOSAIC_LEASE_BROKER_SOCKET": str(socket_path),
+            "MOSAIC_RECEIPT_OBSERVER_SOCKET": str(observer_socket),
+            "MOSAIC_LEASE_SESSION_ID": session_id,
+            "MOSAIC_RUNTIME_GENERATION": "1",
+            "MOSAIC_LEASE_RUNTIME": runtime,
+        }
+        gate_recovery(runtime, "begin", environment)
+        recovery = run_json([
+            sys.executable, "-I", "-S", "-B", str(RECOVERY_COMMAND), "begin", "--construction", str(construction_path),
+            "--compaction-epoch", str(index + 10), "--request-epoch", str(index + 110),
+        ], environment)
+        challenge = recovery.get("receipt_challenge")
+        receipt = recovery.get("receipt")
+        if recovery.get("state") != "PENDING_DELIVERY" or not isinstance(challenge, str) or not isinstance(receipt, str):
+            raise AssertionError(f"recovery command did not drive pending delivery: {recovery!r}")
+        if challenge == normal_challenge:
+            raise AssertionError("recovery reused a normal-path challenge")
+
+        # C4: production observer content is still exact-current-cycle only.
+        record_production_observation(runtime, normal_receipt, root, environment)
+        refused = run_json([sys.executable, "-I", "-S", "-B", str(RECOVERY_COMMAND), "complete"], environment)
+        if refused.get("ok") is not False or refused.get("code") != "RECEIPT_MISMATCH":
+            raise AssertionError(f"normal-path receipt replay was not refused: {refused!r}")
+
+        gate_recovery(runtime, "begin", environment)
+        recovery = run_json([
+            sys.executable, "-I", "-S", "-B", str(RECOVERY_COMMAND), "begin", "--construction", str(construction_path),
+            "--compaction-epoch", str(index + 20), "--request-epoch", str(index + 120),
+        ], environment)
+        receipt = recovery.get("receipt")
+        if recovery.get("state") != "PENDING_DELIVERY" or not isinstance(receipt, str):
+            raise AssertionError(f"fresh recovery retry did not pend: {recovery!r}")
+        record_production_observation(runtime, receipt, root, environment)
+        gate_recovery(runtime, "complete", environment)
+        promoted = run_json([sys.executable, "-I", "-S", "-B", str(RECOVERY_COMMAND), "complete"], environment)
+        if promoted.get("ok") is not True or promoted.get("state") != "VERIFIED":
+            raise AssertionError(f"recovery consume-before-promote failed: {promoted!r}")
+        replay = run_json([sys.executable, "-I", "-S", "-B", str(RECOVERY_COMMAND), "complete"], environment)
+        if replay.get("ok") is not False or replay.get("code") != "INVALID_LEASE_TRANSITION":
+            raise AssertionError(f"consumed recovery challenge re-promoted: {replay!r}")
+    finally:
+        if process.poll() is None:
+            process.terminate()
+            try:
+                process.wait(timeout=3.0)
+            except subprocess.TimeoutExpired:
+                process.kill()
+                process.wait()
+        shutil.rmtree(root, ignore_errors=True)
+
+
+def main() -> None:
+    parser = argparse.ArgumentParser()
+    parser.add_argument("--runs", type=int, default=3)
+    arguments = parser.parse_args()
+    if arguments.runs != 3:
+        raise SystemExit("P6 requires exactly three isolated runs")
+    for index, runtime in enumerate(("pi", "claude", "pi")):
+        run_once(index, runtime)
+    print("P6 constrained recovery probe PASS: 3 isolated shipped recovery-command runs")
+
+
+if __name__ == "__main__":
+    main()

docs/design/791-upgrade-config-protection.md

@@ -0,0 +1,290 @@
+# Design — #791: Framework upgrades must not destroy operator-owned config under `~/.config/mosaic`
+
+- **Issue:** mosaicstack/stack#791
+- **Branch:** `feat/791-upgrade-config-protection` (off `origin/main` `9745bc3f`)
+- **Author:** ms-791 worker lane
+- **Status:** Phase 1 — DESIGN, awaiting MS-LEAD confirmation before implementation
+- **Ratified scope (Mos-approved, not re-litigated):** deliver **(b) strict ownership separation [PRIMARY]** + **(a) transactional pre-update snapshot [safety net]** + **(d) regeneration-from-SSOT [recovery]**. **(c) periodic backup timer is DEFERRED** — noted as future work only.
+
+---
+
+## 1. Current updater behavior + exact wipe mechanism (evidence)
+
+### 1.1 What runs on `mosaic update`
+
+`mosaic update` re-seeds the framework by invoking the **bash installer** in sync-only, keep mode:
+
+- `packages/mosaic/src/runtime/update-checker.ts:509` `buildReseedCommand()` returns
+  `bash <frameworkRoot>/install.sh` with env `MOSAIC_SYNC_ONLY=1`, `MOSAIC_INSTALL_MODE=keep`,
+  `MOSAIC_HOME=<mosaicHome>`.
+- The same `install.sh` is the direct/`tools/install.sh` upgrade path and the framework-vN migration path.
+
+So the destructive surface is **`packages/mosaic/framework/install.sh`**.
+
+### 1.2 The wipe
+
+`sync_framework()` (`install.sh:177`) performs, in `keep` mode:
+
+```
+rsync -a --delete --exclude .git --exclude .framework-version --exclude '*.pre-constitution.bak' \
+      [--exclude "/$path" for each PRESERVE_PATHS entry] SOURCE_DIR/ TARGET_DIR/
+```
+
+- `install.sh:199` — `rsync -a --delete`. **`--delete` prunes every path in `~/.config/mosaic`
+  that is NOT present in the shipped framework source**, unless excluded.
+- `install.sh:47` — `PRESERVE_PATHS` is the **only** thing standing between `--delete` and operator
+  data. It is a _denylist of exclusions_:
+  ```
+  PRESERVE_PATHS=("CONSTITUTION.md" "AGENTS.md" "SOUL.md" "USER.md" "TOOLS.md" "STANDARDS.md"
+    "memory" "sources" "credentials" "fleet/roster.yaml" "fleet/roster.json" "fleet/agents"
+    "fleet/run" "fleet/backlog" "fleet/roles.local")
+  ```
+- The cp-fallback (no rsync) is equally destructive: `install.sh:223`
+  `find "$TARGET_DIR" -mindepth 1 -maxdepth 1 ... -exec rm -rf {} +` then re-copies source, restoring
+  only PRESERVE_PATHS globs.
+
+**Root-cause model:** _"Everything under `~/.config/mosaic` is framework-owned and pruneable UNLESS
+explicitly preserved."_ Any operator path the list forgets is destroyed on the next upgrade.
+
+### 1.3 The exact operator paths wiped
+
+Cross-referencing the issue's operator-owned list against `PRESERVE_PATHS`:
+
+| Operator path (issue #791)                                        | In PRESERVE_PATHS?                      | Fate on `mosaic update` |
+| ----------------------------------------------------------------- | --------------------------------------- | ----------------------- |
+| `agents/*.conf` (per-agent runtime)                               | **NO**                                  | **WIPED**               |
+| `policy/*.md` (operator overlays)                                 | **NO**                                  | **WIPED**               |
+| `*.local.md` (SOUL/USER/STANDARDS)                                | **NO**                                  | **WIPED**               |
+| harvester / SOP artifacts + timers                                | **NO**                                  | **WIPED**               |
+| `tools/_lib/credentials.json`                                     | **NO** (`credentials/` dir ≠ this path) | **WIPED**               |
+| `fleet/agents/*.env`                                              | yes (`fleet/agents`, added by #631)     | survives                |
+| `memory/`, `fleet/roster.*`, `fleet/backlog`, `fleet/roles.local` | yes                                     | survives                |
+
+The `fleet/agents`, `memory`, `fleet/backlog` entries were **retro-added after prior incidents**
+(#631). This whack-a-mole is the structural signature of a denylist.
+
+**Stale-comment evidence:** `update-checker.ts:492` claims the reseed preserves
+"`SOUL/USER/*.local/credentials`" — but `PRESERVE_PATHS` contains **no `*.local` entry**. The code
+documents protection it does not deliver.
+
+### 1.4 Second code path (TS) — already non-destructive, but drifted
+
+`FileConfigAdapter.syncFramework()` (`packages/mosaic/src/config/file-adapter.ts:157`) →
+`syncDirectory()` (`packages/mosaic/src/platform/file-ops.ts:66`) is a **copy-overlay**: it copies
+source over target and skips preserved paths, but **never deletes** target paths absent from source
+(`file-ops.ts:77-109`). It is used by the wizard/init flow, not `mosaic update`.
+
+Two problems remain:
+
+1. Its `preservePaths` (`file-adapter.ts:164-185`) has **already diverged** from `install.sh` — it is
+   **missing `fleet/backlog` and `fleet/roles.local`**. Two hand-maintained denylists, drifted. This
+   is direct evidence for a single shared SSOT manifest.
+2. Even non-destructive, it will happily _overwrite_ an operator file that collides with a
+   framework-shipped path unless that path is on its (incomplete) preserve list.
+
+### 1.5 Existing snapshot is inadequate for rollback
+
+`make_snapshot()`/`restore_snapshot()` (`install.sh:76-87`) copy `TARGET_DIR` to `mktemp -d` under
+`/tmp`, restore **only on `ERR/INT/TERM` trap**, and are **deleted on success** (`cleanup_snapshot`,
+`install.sh:345`). Consequences: ephemeral `/tmp`, no retention, no post-success rollback, and **no
+`mosaic restore`**. It is crash-safety only, not the transactional safety net #791 requires.
+
+---
+
+## 2. Fix (b) — Strict ownership separation [PRIMARY / root cause]
+
+### 2.1 Ownership model (invert to allow-list)
+
+Replace _"framework-owned unless preserved"_ with _"operator-owned unless framework-owned"_, resolved
+**per target path** with operator carve-outs winning inside shared framework subtrees.
+
+Two declared lists, one SSOT data file shipped in the framework
+(`framework/framework-manifest.json`), consumed by **both** bash and TS:
+
+- **`framework` globs** — paths the updater is entitled to create / overwrite / prune. Authored to
+  match exactly what the framework ships in `packages/mosaic/framework/` (e.g. `CONSTITUTION.md`,
+  `AGENTS.md`, `STANDARDS.md`, `TOOLS.md`, `guides/**`, `constitution/**`, `templates/**`, `tools/**`,
+  `skills/**`, `mcp/**`, `defaults/**`, `fleet/examples/**`, `fleet/roles/**`, `fleet/profiles/**`,
+  `fleet/roster.schema.json`).
+- **`operatorReserved` globs** — NEVER written or pruned, even nested inside a `framework` subtree;
+  these **win** over `framework` (deny-wins / most-specific-wins). At minimum:
+  `agents/**`, `policy/**`, `memory/**`, `sources/**`, `credentials/**`, `*.local.md`,
+  `tools/_lib/credentials.json`, `fleet/roster.yaml`, `fleet/roster.json`, `fleet/agents/**`,
+  `fleet/run/**`, `fleet/backlog/**`, `fleet/roles.local/**`, plus operator harvester/SOP artifacts.
+
+### 2.2 Ownership resolution for a target path `P`
+
+1. `P` matches `operatorReserved` → **operator-owned**: updater MUST NOT write, MUST NOT delete.
+2. else `P` matches `framework` → **framework-owned**: may overwrite; may prune **only if absent from
+   the current SOURCE** (a genuinely retired framework file).
+3. else (matches neither) → **UNKNOWN ⇒ operator-owned by default (fail-safe)**: never delete.
+
+Rule 3 is the actual root-cause fix: an operator path the manifest authors forget is still protected,
+because _unknown defaults to operator_. A denylist can never provide this guarantee.
+
+### 2.3 Sync mechanism change (the mechanically-critical part)
+
+`--delete` cannot express "prune only framework-owned" without re-enumerating every operator path
+(the denylist trap). So:
+
+1. **Drop `--delete` from the bulk sync.** Copy `SOURCE → TARGET` non-destructively (writes/overwrites
+   all framework files; deletes nothing). rsync without `--delete`, or the existing overlay copy.
+2. **Explicit manifest-scoped prune pass.** Iterate the **`framework` manifest** (not the whole tree);
+   for each framework path present in `TARGET` but **absent in `SOURCE`**, delete it — after
+   re-checking it does not match `operatorReserved`. Because the prune iterates only declared
+   framework globs, operator/unknown paths are **structurally unreachable** by deletion.
+
+This is implemented in both bash `sync_framework()` and TS `syncFramework()` from the shared manifest.
+A pure **prune-planner** function (TS) computes the delete-set from
+`(manifest, sourceListing, targetListing)` so the invariant is unit-testable in isolation.
+`PRESERVE_PATHS` becomes redundant (kept as a defense-in-depth alias mapping to `operatorReserved`, or
+removed) — either way the two lists stop drifting because they read one file.
+
+### 2.4 HARD GATE test — "upgrade touches no path outside the manifest"
+
+Filesystem-observation test in the existing `test-install-migration.sh` harness pattern (mktemp
+`MOSAIC_HOME`, `MOSAIC_SYNC_ONLY=1`), plus TS specs:
+
+1. Seed a throwaway `TARGET` with a realistic operator mix — one sentinel per operator class:
+   `agents/x.conf`, `policy/p.md`, `SOUL.local.md`, `memory/m.md`,
+   `tools/_lib/credentials.json` (with a secret value), `fleet/agents/a.env`, `fleet/roster.yaml`,
+   `harvester/sop.md`, **and a deliberately-unanticipated `unknown-operator-dir/x`**.
+2. Record hash+mtime of every sentinel.
+3. Run the upgrade from a `SOURCE` containing none of those operator paths.
+4. **Assert:** every sentinel exists, byte-identical, **mtime unchanged** (not even rewritten). The
+   `unknown-operator-dir` surviving proves the fail-safe default — a denylist could not pass this case.
+5. **Positive controls:** framework files WERE updated; a retired framework file WAS pruned.
+6. **Property test** (TS prune-planner): for fuzzed operator paths, `deleteSet ⊆ {matches framework ∧
+in target ∧ not in source}` and `deleteSet ∩ operatorReserved = ∅`.
+
+---
+
+## 3. Fix (a) — Transactional pre-update snapshot [safety net]
+
+- **Destination:** `${XDG_STATE_HOME:-~/.local/state}/mosaic/backups/pre-update-<UTC-ts>/`.
+  **Outside `~/.config/mosaic`** (so no future sync can sweep it) and outside any repo.
+- **Perms:** dir `0700`, files `0600` — enforced with `umask 077` around the copy **and** explicit
+  `chmod`. Never world-readable.
+- **Scope:** the operator-owned surface (`operatorReserved` paths that exist) — bounded; does not copy
+  the framework tree.
+- **Timing:** taken before ANY mutation in the upgrade flow.
+- **Post-sync verify + selective restore:** after sync, diff the operator surface against the snapshot;
+  since (b) should never touch operator paths, any diff means a manifest bug — restore the affected
+  paths from the snapshot and warn loudly. This is precisely (a) catching a miss in (b).
+- **Retention:** keep N most-recent (default 5; `MOSAIC_BACKUP_RETENTION` override); prune older.
+- **`mosaic restore`:** `--list` (default, dry-run) enumerates snapshots by timestamp;
+  `--from <ts>` restores that snapshot over the operator surface, confirmation-gated. Reports
+  counts/paths only.
+- **Secret-safety:** snapshot copy and restore never emit file **contents**; only paths/counts.
+  Tests assert `0700/0600` and that no secret value appears in stdout/stderr.
+
+---
+
+## 4. Fix (d) — Regeneration-from-SSOT [recovery]
+
+The incident's live blast radius: `fleet/agents/*.env` (systemd `EnvironmentFile` sources) gone →
+`mosaic-agent@<name>` boots **unit defaults** on restart (because `EnvironmentFile=-...` is
+absent-tolerant) → **silent identity/runtime/workdir downgrade**.
+
+The SSOT for those `.env` files is the roster. The reconciler **already** separates a
+`regenerate-projections-from-roster` projection phase from lifecycle
+(`packages/mosaic/src/fleet/fleet-reconciler.ts:93,234`; env rendering in
+`generated-env-boundary.ts:149-264`).
+
+**`mosaic fleet regen`** is therefore a **thin recovery-framed wrapper over the existing projection
+phase** — it does NOT reimplement fleet logic and does NOT preempt in-flight FCM cards (M4/M5):
+
+- Regenerates derivable config (per-agent `*.env.generated`, unit files) from roster SSOT.
+- **Preview-first:** dry-run default; `--write` to apply. Idempotent.
+- **Never restarts agents** (the recovery order forbids restart-before-verify).
+- Prints the runbook's next step (verify `EnvironmentFile` resolves, THEN restart).
+
+Alternatively documentable as `install.sh --relink` per the issue; `mosaic fleet regen` is preferred
+because it reuses the merged reconciler plumbing.
+
+---
+
+## 5. Secret-safety approach (secrev surface)
+
+- Snapshots/backups: `0700`/`0600`, outside any repo, never world-readable. (§3)
+- No secret **value** ever emitted to logs/stdout/stderr by snapshot, restore, sync, or regen —
+  paths/counts only. Adversarial test: a secret value placed in `tools/_lib/credentials.json` must
+  never appear in installer or command output.
+- `tools/_lib/credentials.json` is an explicit `operatorReserved` carve-out inside the framework-owned
+  `tools/**` subtree — it is never overwritten or pruned.
+- The HARD GATE test doubles as a secret-safety test (asserts the credentials sentinel is untouched).
+
+---
+
+## 6. Test plan (TDD, tests-first, ≥85% on new code, co-located `*.spec.ts`)
+
+1. **Manifest SSOT parity** — bash and TS resolve identical framework/operator sets from the one file;
+   a test fails if either path hard-codes a divergent list.
+2. **Manifest completeness** — every path shipped in `framework/` is covered by a `framework` glob (so
+   a new shipped file cannot silently fall outside the manifest and become un-prunable/undeclared).
+3. **HARD GATE** — upgrade touches nothing outside the manifest, incl. the unanticipated-path case
+   (§2.4).
+4. **Prune-planner** unit + property tests (§2.4.6).
+5. **Snapshot** — perms `0700/0600`, correct destination, retention prune, secret value absent from
+   output.
+6. **Restore** — `--list` / `--from` round-trip restores operator surface byte-exact; confirmation
+   gate; no secret leakage.
+7. **Regen** — roster→env projection deterministic + idempotent; dry-run makes no writes; `--write`
+   restores `*.env`; **never** issues a lifecycle/restart call.
+8. **Cross-path regression** — TS `syncFramework` and bash `install.sh` agree on a shared fixture
+   (closes the current #631-style drift).
+
+Gates before every push: `pnpm typecheck && pnpm lint && pnpm format:check` + mosaic package tests
+green. Never `--no-verify`.
+
+---
+
+## 7. web1 recovery runbook (operator-agnostic; web1 specifics live in the issue as evidence only)
+
+For a currently-wiped fleet EnvironmentFile state — **do NOT service-restart while
+`fleet/agents/*.env` is absent** (a restart boots unit defaults and silently downgrades identity):
+
+1. **Regenerate:** `mosaic fleet regen --write` — rebuild `~/.config/mosaic/fleet/agents/*.env` from
+   roster SSOT.
+2. **Verify each unit resolves to the intended runtime/workdir** _before_ any restart:
+   `systemctl --user show mosaic-agent@<name> -p EnvironmentFile` and confirm the generated env exists
+   and carries the intended `MOSAIC_AGENT_*` runtime/workdir values.
+3. **Only then** `systemctl --user restart mosaic-agent@<name>`, one unit at a time.
+
+If config (not just fleet env) was lost, `mosaic restore --list` → `mosaic restore --from <ts>` before
+step 1.
+
+---
+
+## 8. Proposed PR split (reviewable; DAG-ordered)
+
+| PR  | Scope                                                                                                                                                    | Depends | Review focus               |
+| --- | -------------------------------------------------------------------------------------------------------------------------------------------------------- | ------- | -------------------------- |
+| PR1 | **PRIMARY** — shared `framework-manifest.json` + ownership resolver + non-deleting sync + scoped prune (bash + TS) + **HARD GATE** + prune-planner tests | —       | correctness (root fix)     |
+| PR2 | **Safety net** — pre-update snapshot (`~/.local/state`, 0700/0600, retention) + post-sync verify/restore + `mosaic restore`                              | PR1     | **secrev** (backup/secret) |
+| PR3 | **Recovery** — `mosaic fleet regen` (projection-only, preview-first, no restart) + docs (upgrade-safety + recovery runbook)                              | PR1     | correctness + docs         |
+
+Rationale: PR1 closes the failure class on its own; if PR2/PR3 slip, the class stays fixed. Each PR is
+one reviewable unit with its own tests ≥85%. Independent review (author≠reviewer) on all; **secrev** on
+PR2 (and PR1's secret-sentinel assertions).
+
+## 9. Deferred (noted per scope)
+
+**(c) periodic backup timer** — a systemd user timer snapshotting operator dirs on a cadence
+(defense-in-depth for non-upgrade losses). Explicitly **out of scope now**; future phase.
+
+## 10. Constraints honored
+
+- **Framework-PR firewall:** manifest + logic are operator-agnostic; no SOUL/USER/operator specifics
+  in framework code; web1 details are issue evidence only.
+- **Capacity-fill:** must not preempt M5-001 or #790; `fleet regen` reuses merged FCM-M3 plumbing and
+  does not overlap FCM-M4/M5 migration cards.
+- **Delivery gates:** TDD tests-first, ≥85% new-code coverage, trunk-based squash PRs, independent
+  review + secrev, completion = merged PR + descendant-main green + #791 closed.
+
+---
+
+**Requesting MS-LEAD confirmation of:** (1) the manifest allow-list + non-deleting-sync + scoped-prune
+approach as the (b) root-cause fix; (2) snapshot destination/retention + `mosaic restore` UX;
+(3) `mosaic fleet regen` as a projection-only wrapper; (4) the 3-PR split. Implementation begins only
+on your confirmation.

docs/design/prerelease-next-dist-tag-pipeline.md

@@ -0,0 +1,63 @@
+# npm `@next` prerelease lane
+
+Status: **IMPLEMENTED**
+
+## Current behavior
+
+`tools/install.sh --next` provides the prerelease integration lane for the permanent `next` branch.
+
+The lane is fast-by-default:
+
+1. Install framework files from the `next` source archive.
+2. Resolve the Gitea npm registry `next` dist-tag for the globally installed packages:
+
+   ```bash
+   npm view @mosaicstack/gateway@next version
+   npm view @mosaicstack/mosaic@next version
+   ```
+
+3. Require both resolved versions to share the same `next.<pipeline>` suffix, then install the exact resolved versions.
+4. If either `@next` package is missing, unreachable, mismatched, or fails to install, fall back to the source-build path at `next`.
+
+`--next` never hard-fails solely because the prerelease npm dist-tag is unavailable.
+
+## Published packages
+
+The `next` publish pipeline publishes non-private `@mosaicstack/*` packages to the Mosaic Gitea npm registry:
+
+```text
+https://git.mosaicstack.dev/api/packages/mosaicstack/npm/
+```
+
+Observed `next` dist-tags after enabling the pipeline:
+
+```text
+@mosaicstack/mosaic@next  -> 0.0.49-next.1633
+@mosaicstack/gateway@next -> 0.0.7-next.1633
+```
+
+The gateway also publishes a Docker image as `gateway:sha-<short>` on `next` merges. The installer fast path uses the npm gateway package when available; the Docker image is for deployed gateway/runtime harness flows.
+
+## Explicit source lanes
+
+Source builds remain available and are still the authority for explicit ref validation:
+
+- `--dev` always builds from source.
+- `--ref <ref>` / `MOSAIC_REF=<ref>` wins over `--next` and uses the source path for that exact ref.
+
+## Pipeline shape
+
+1. Trigger on `next` merges.
+2. Compute the next prerelease version from the upcoming stable version plus the Woodpecker pipeline number (`<target-stable>-next.<CI_PIPELINE_NUMBER>`).
+3. Build and publish non-private packages in CI.
+4. Publish to the Mosaic Gitea npm registry with dist-tag `next`.
+5. Keep `latest` untouched; only main/release promotion can update `latest`.
+6. Publish gateway Docker images from `next` as `gateway:sha-<short>` only.
+
+## Guardrails
+
+- `@next` is mutable prerelease convenience, not a deployment pin.
+- Stable installs continue to use `@latest`.
+- Contributor validation remains available through `--dev --ref <branch>`.
+- Pipeline output traces every prerelease package back to the source commit on `next`.
+- The installer falls back to source rather than hard-failing on prerelease registry issues.

docs/design/storage-abstraction-middleware.md

@@ -70,6 +70,10 @@ export function createQueue(config?: QueueConfig): QueueHandle {
 
 ### `@mosaicstack/db` (packages/db/src/client.ts)
 
+> **Historical design specimen — status-only, not an operator instruction.** KBN-101 supersedes
+> this pre-split `DATABASE_URL` fallback shape; it cannot authorize runtime migration, DDL, or a
+> connection-string fallback. See the KBN-101 runner/role contract for the produced interface.
+
 ```typescript
 import { drizzle, type PostgresJsDatabase } from 'drizzle-orm/postgres-js';
 import postgres from 'postgres';

docs/federation/MILESTONES.md

@@ -54,7 +54,7 @@ Every milestone adds tests to these layers. A milestone cannot be claimed comple
 - Add `"tier": "federated"` to `mosaic.config.json` schema and validators
 - Docker Compose `federated` profile (`docker-compose.federated.yml`) adds: Postgres+pgvector (5433), Valkey (6380), dedicated volumes
 - Tier detector in gateway bootstrap: reads config, asserts required services reachable, refuses to start otherwise
-- `pgvector` extension installed + verified on startup
+- **Historical/status only:** the prior startup-provisioning statement is superseded. Runtime/startup extension provisioning is forbidden. PostgreSQL activation remains non-operative with no current command authority until KBN-101-00, KBN-101-03, and KBN-101-05 land; this record authorizes no current DDL, Compose/init, or startup path.
 - Migration logic: safe upgrade path from `local`/`standalone` → `federated` (data export/import script, one-way)
 - `mosaic doctor` reports tier + service health
 - Gateway continues to serve as a normal standalone instance (no federation yet)

docs/federation/SETUP.md

@@ -1,280 +1,74 @@
 # Federated Tier Setup Guide
 
-## What is the federated tier?
-
-The federated tier is designed for multi-user and multi-host deployments. It consists of PostgreSQL 17 with pgvector extension (for embeddings and RAG), Valkey for distributed task queueing and caching, and a shared configuration across multiple Mosaic gateway instances. Use this tier when running Mosaic in production or when scaling beyond a single-host deployment.
-
-## Prerequisites
-
-- Docker and Docker Compose installed
-- Ports 5433 (PostgreSQL) and 6380 (Valkey) available on your host (or adjust environment variables)
-- At least 2 GB free disk space for data volumes
-
-## Start the federated stack
-
-Run the federated overlay:
-
-```bash
-docker compose -f docker-compose.federated.yml --profile federated up -d
-```
-
-This starts PostgreSQL 17 with pgvector and Valkey 8. The pgvector extension is created automatically on first boot.
-
-Verify the services are running:
-
-```bash
-docker compose -f docker-compose.federated.yml ps
-```
-
-Expected output shows `postgres-federated` and `valkey-federated` both healthy.
-
-## Configure mosaic for federated tier
-
-Create or update your `mosaic.config.json`:
-
-```json
-{
-  "tier": "federated",
-  "database": "postgresql://mosaic:mosaic@localhost:5433/mosaic",
-  "queue": "redis://localhost:6380"
-}
-```
-
-If you're using environment variables instead:
-
-```bash
-export DATABASE_URL="postgresql://mosaic:mosaic@localhost:5433/mosaic"
-export REDIS_URL="redis://localhost:6380"
-```
-
-## Verify health
-
-Run the health check:
-
-```bash
-mosaic gateway doctor
-```
-
-Expected output (green):
-
-```
-Tier: federated  Config: mosaic.config.json
-  ✓ postgres         localhost:5433       (42ms)
-  ✓ valkey           localhost:6380       (8ms)
-  ✓ pgvector         (embedded)           (15ms)
-```
-
-For JSON output (useful in CI/automation):
-
-```bash
-mosaic gateway doctor --json
-```
-
-## Step 2: Step-CA Bootstrap
-
-Step-CA is a certificate authority that issues X.509 certificates for federation peers. In Mosaic federation, it signs peer certificates with custom OIDs that embed grant and user identities, enforcing authorization at the certificate level.
-
-### Prerequisites for Step-CA
-
-Before starting the CA, you must set up the dev password:
-
-```bash
-cp infra/step-ca/dev-password.example infra/step-ca/dev-password
-# Edit dev-password and set your CA password (minimum 16 characters)
-```
-
-The password is required for the CA to boot and derive the provisioner key used by the gateway.
-
-### Start the Step-CA service
-
-Add the step-ca service to your federated stack:
-
-```bash
-docker compose -f docker-compose.federated.yml --profile federated up -d step-ca
-```
-
-On first boot, the init script (`infra/step-ca/init.sh`) runs automatically. It:
-
-- Generates the CA root key and certificate in the Docker volume
-- Creates the `mosaic-fed` JWK provisioner
-- Applies the X.509 template from `infra/step-ca/templates/federation.tpl`
-
-The volume is persistent, so subsequent boots reuse the existing CA keys.
-
-Verify the CA is healthy:
-
-```bash
-curl https://localhost:9000/health --cacert /tmp/step-ca-root.crt
-```
-
-(If the root cert file doesn't exist yet, see the extraction steps below.)
-
-### Extract credentials for the gateway
-
-The gateway requires two credentials from the running CA:
-
-**1. Provisioner key (for `STEP_CA_PROVISIONER_KEY_JSON`)**
-
-```bash
-docker exec $(docker ps -qf name=step-ca) cat /home/step/secrets/mosaic-fed.json > /tmp/step-ca-provisioner.json
-```
-
-This JSON file contains the JWK public and private keys for the `mosaic-fed` provisioner. Store it securely and pass its contents to the gateway via the `STEP_CA_PROVISIONER_KEY_JSON` environment variable.
-
-**2. Root certificate (for `STEP_CA_ROOT_CERT_PATH`)**
-
-```bash
-docker cp $(docker ps -qf name=step-ca):/home/step/certs/root_ca.crt /tmp/step-ca-root.crt
-```
-
-This PEM file is the CA's root certificate, used to verify peer certificates issued by step-ca. Pass its path to the gateway via `STEP_CA_ROOT_CERT_PATH`.
-
-### Custom OID Registry
-
-Federation certificates include custom OIDs in the certificate extension. These encode authorization metadata:
-
-| OID                 | Name                   | Description           |
-| ------------------- | ---------------------- | --------------------- |
-| 1.3.6.1.4.1.99999.1 | mosaic_grant_id        | Federation grant UUID |
-| 1.3.6.1.4.1.99999.2 | mosaic_subject_user_id | Subject user UUID     |
-
-These OIDs are verified by the gateway after the CSR is signed, ensuring the certificate was issued with the correct grant and user context.
-
-### Environment Variables
-
-Configure the gateway with the following environment variables before startup:
-
-| Variable                       | Required | Description                                                                                               |
-| ------------------------------ | -------- | --------------------------------------------------------------------------------------------------------- |
-| `STEP_CA_URL`                  | Yes      | Base URL of the step-ca instance, e.g. `https://step-ca:9000` (use `https://localhost:9000` in local dev) |
-| `STEP_CA_PROVISIONER_KEY_JSON` | Yes      | JSON-encoded JWK from `/home/step/secrets/mosaic-fed.json`                                                |
-| `STEP_CA_ROOT_CERT_PATH`       | Yes      | Absolute path to the root CA certificate (e.g. `/tmp/step-ca-root.crt`)                                   |
-| `BETTER_AUTH_SECRET`           | Yes      | Secret used to seal peer private keys at rest; already required for M1                                    |
-
-Example environment setup:
-
-```bash
-export STEP_CA_URL="https://localhost:9000"
-export STEP_CA_PROVISIONER_KEY_JSON="$(cat /tmp/step-ca-provisioner.json)"
-export STEP_CA_ROOT_CERT_PATH="/tmp/step-ca-root.crt"
-export BETTER_AUTH_SECRET="<your-secret>"
-```
-
-## Troubleshooting
-
-### Port conflicts
-
-**Symptom:** `bind: address already in use`
-
-**Fix:** Stop the base dev stack first:
-
-```bash
-docker compose down
-docker compose -f docker-compose.federated.yml --profile federated up -d
-```
-
-Or change the host port with an environment variable:
-
-```bash
-PG_FEDERATED_HOST_PORT=5434 VALKEY_FEDERATED_HOST_PORT=6381 \
-  docker compose -f docker-compose.federated.yml --profile federated up -d
-```
-
-### pgvector extension error
-
-**Symptom:** `ERROR: could not open extension control file`
-
-**Fix:** pgvector is created at first boot. Check logs:
-
-```bash
-docker compose -f docker-compose.federated.yml logs postgres-federated | grep -i vector
-```
-
-If missing, exec into the container and create it manually:
-
-```bash
-docker exec <postgres-federated-id> psql -U mosaic -d mosaic -c "CREATE EXTENSION vector;"
-```
-
-### Valkey connection refused
-
-**Symptom:** `Error: connect ECONNREFUSED 127.0.0.1:6380`
-
-**Fix:** Check service health:
-
-```bash
-docker compose -f docker-compose.federated.yml logs valkey-federated
-```
-
-If Valkey is running, verify your firewall allows 6380. On macOS, Docker Desktop may require binding to `host.docker.internal` instead of `localhost`.
-
-## Key rotation (deferred)
-
-Federation peer private keys (`federation_peers.client_key_pem`) are sealed at rest using AES-256-GCM with a key derived from `BETTER_AUTH_SECRET` via SHA-256. If `BETTER_AUTH_SECRET` is rotated, all sealed `client_key_pem` values in the database become unreadable and must be re-sealed with the new key before rotation completes.
-
-The full key rotation procedure (decrypt all rows with old key, re-encrypt with new key, atomically swap the secret) is out of scope for M2. Operators must not rotate `BETTER_AUTH_SECRET` without a migration plan for all sealed federation peer keys.
-
-## OID Assignments — Mosaic Internal OID Arc
-
-Mosaic uses the private enterprise arc `1.3.6.1.4.1.99999` for custom X.509
-certificate extensions in federation grant certificates.
-
-**IMPORTANT:** This is a development/internal OID arc. Before deploying to a
-production environment accessible by external parties, register a proper IANA
-Private Enterprise Number (PEN) at <https://pen.iana.org/pen/PenApplication.page>
-and update these assignments accordingly.
-
-### Assigned OIDs
-
-| OID                   | Symbolic name                     | Description                                               |
-| --------------------- | --------------------------------- | --------------------------------------------------------- |
-| `1.3.6.1.4.1.99999.1` | `mosaic.federation.grantId`       | UUID of the `federation_grants` row authorising this cert |
-| `1.3.6.1.4.1.99999.2` | `mosaic.federation.subjectUserId` | UUID of the local user on whose behalf the cert is issued |
-
-### Encoding
-
-Each extension value is DER-encoded as an ASN.1 **UTF8String**:
-
-```
-Tag    0x0C        (UTF8String)
-Length 0x24        (36 decimal — fixed length of a UUID string)
-Value  <36 ASCII bytes of the UUID>
-```
-
-The step-ca X.509 template at `infra/step-ca/templates/federation.tpl`
-produces this encoding via the Go template expression:
-
-```
-{{ printf "\x0c\x24%s" .Token.mosaic_grant_id | b64enc }}
-```
-
-The resulting base64 value is passed as the `value` field of the extension
-object in the template JSON.
-
-### CA Environment Variables
-
-The `CaService` (`apps/gateway/src/federation/ca.service.ts`) requires the
-following environment variables at gateway startup:
-
-| Variable                       | Required | Description                                                          |
-| ------------------------------ | -------- | -------------------------------------------------------------------- |
-| `STEP_CA_URL`                  | Yes      | Base URL of the step-ca instance, e.g. `https://step-ca:9000`        |
-| `STEP_CA_PROVISIONER_PASSWORD` | Yes      | JWK provisioner password for the `mosaic-fed` provisioner            |
-| `STEP_CA_PROVISIONER_KEY_JSON` | Yes      | JSON-encoded JWK (public + private) for the `mosaic-fed` provisioner |
-| `STEP_CA_ROOT_CERT_PATH`       | Yes      | Absolute path to the step-ca root CA certificate PEM file            |
-
-Set these variables in your environment or secret manager before starting
-the gateway. In the federated Docker Compose stack they are expected to be
-injected via Docker secrets and environment variable overrides.
-
-### Fail-loud contract
-
-The CA service (and the X.509 template) are designed to fail loudly if the
-custom OIDs cannot be embedded:
-
-- The template produces a malformed extension value (zero-length UTF8String
-  body) when the JWT claims `mosaic_grant_id` or `mosaic_subject_user_id` are
-  absent. step-ca rejects the CSR rather than issuing a cert without the OIDs.
-- `CaService.issueCert()` throws a `CaServiceError` on every error path with
-  a human-readable `remediation` string. It never silently returns a cert that
-  may be missing the required extensions.
+> **KBN-101 N-1 hold:** This page is **non-operative** and grants no current command
+> authority until KBN-101-00, KBN-101-03, and KBN-101-05 land and KBN-101-08 activates a
+> reviewed release. It does not authorize a deployment operation, initialization artifacts,
+> implicit extension/schema/migration creation, raw `CREATE`, direct database initialization, or
+> a Gateway against an unverified database. The prior direct-start wording is retired; its
+> regression fixture is owned by KBN-101-06.
+
+## Held future procedure
+
+This section is non-operative and grants no current command authority until KBN-101-00, KBN-101-03, and KBN-101-05 land.
+
+The deployment control plane—not an operator shell or deployment lifecycle hook—performs this
+exact held future sequence after activation authorization: external bootstrap → TLS/roles → `mosaic-db-migrator --run` → `mosaic-db-migrator --verify` → Gateway/Compose readiness.
+
+1. External bootstrap provisions the approved database/extension prerequisites.
+2. TLS/roles are installed through the generation-pinned renderer.
+3. The dedicated one-shot runner executes `mosaic-db-migrator --run`.
+4. The same runner executes `mosaic-db-migrator --verify`, including readiness and the
+   importer-target attestation where that route is enabled.
+5. Only after successful verification may Gateway reach its independent verified-TLS Gateway
+   readiness gate.
+
+No step may be reordered, skipped, replaced by a raw SQL command, or delegated to an initialization
+hook.
+A missing extension, schema, migration, role, secret generation, or readiness proof is a failed
+control-plane precondition; it is not an instruction to start Compose, retry startup, or create
+anything directly.
+
+## N-1 status and required disposition
+
+The current branch retains historical federation artifacts, but they are not a deployable
+procedure. `docs/federation/TASKS.md` records their shipped status only. KBN-101-02 retires
+runtime/init DDL; KBN-101-05 owns the renderer/deployment handoff; KBN-101-06 verifies the
+finite scanner and command matrix; and KBN-101-07 owns this operator route. A path named in an
+inventory, a historical-status label, or a normative requirement cannot suppress the semantic
+checks above.
+
+Until the activation certificate names an exact release, use no database startup or recovery
+command from this document. For the produced importer interface, see
+[the federated tier migration contract](../guides/migrate-tier.md); it is likewise non-operative
+until activation.
+
+## Federation and Step-CA reference
+
+Federation uses PostgreSQL 17 with pgvector, Valkey, and a shared configuration across multiple
+Gateway instances. Step-CA issues federation peer X.509 certificates whose custom OIDs carry a
+grant and subject identity. The following facts are reference material only; provisioning and
+secret delivery remain deployment-control-plane work under the activation sequence.
+
+| OID                 | Name                     | Description           |
+| ------------------- | ------------------------ | --------------------- |
+| 1.3.6.1.4.1.99999.1 | `mosaic_grant_id`        | Federation grant UUID |
+| 1.3.6.1.4.1.99999.2 | `mosaic_subject_user_id` | Subject user UUID     |
+
+The internal arc `1.3.6.1.4.1.99999` is development-only. Before an externally reachable
+production deployment, register an IANA Private Enterprise Number and version the assignments.
+Each value is DER-encoded as an ASN.1 UTF8String containing the UUID.
+
+The future activated Gateway requires `STEP_CA_URL`, `STEP_CA_PROVISIONER_PASSWORD`,
+`STEP_CA_PROVISIONER_KEY_JSON`, `STEP_CA_ROOT_CERT_PATH`, and `BETTER_AUTH_SECRET` through the
+reviewed secret mechanism. These names do not authorize shell exports, copied credential files,
+or an ad hoc service start.
+
+## Failure disposition
+
+- A TLS, CA, SAN, role, runner, or readiness failure is a control-plane incident. Preserve only
+  sanitized evidence and follow the approved rollback/repair record.
+- A pgvector/extension failure is a failed external-bootstrap or runner precondition. Do not use
+  direct extension SQL, init artifacts, or a startup retry as remediation.
+- A port, container, or Valkey problem does not permit bypassing the activation sequence.
+- Federation peer-key rotation remains deferred until its separately approved migration plan;
+  do not rotate `BETTER_AUTH_SECRET` without that plan.

docs/federation/TASKS.md

@@ -15,20 +15,20 @@
 
 Goal: Gateway runs in `federated` tier with containerized PG+pgvector+Valkey. No federation logic yet. Existing standalone behavior does not regress.
 
-| id        | status | description                                                                                                                                                                                                        | issue | agent  | branch                             | depends_on | estimate | notes                                                                                                                                            |
-| --------- | ------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ----- | ------ | ---------------------------------- | ---------- | -------- | ------------------------------------------------------------------------------------------------------------------------------------------------ |
-| FED-M1-01 | done   | Extend `mosaic.config.json` schema: add `"federated"` to `tier` enum in validator + TS types. Keep `local` and `standalone` working. Update schema docs/README where referenced.                                   | #460  | sonnet | feat/federation-m1-tier-config     | —          | 4K       | Shipped in PR #470. Renamed `team` → `standalone`; added `team` deprecation alias; added `DEFAULT_FEDERATED_CONFIG`.                             |
-| FED-M1-02 | done   | Author `docker-compose.federated.yml` as an overlay profile: Postgres 17 + pgvector extension (port 5433), Valkey (6380), named volumes, healthchecks. Compose-up should boot cleanly on a clean machine.          | #460  | sonnet | feat/federation-m1-compose         | FED-M1-01  | 5K       | Shipped in PR #471. Overlay defines `postgres-federated`/`valkey-federated`, profile-gated, with pg-init for pgvector extension.                 |
-| FED-M1-03 | done   | Add pgvector support to `packages/storage/src/adapters/postgres.ts`: create extension on init (idempotent), expose vector column type in schema helpers. No adapter changes for non-federated tiers.               | #460  | sonnet | feat/federation-m1-pgvector        | FED-M1-02  | 8K       | Shipped in PR #472. `enableVector` flag on postgres StorageConfig; idempotent CREATE EXTENSION before migrations.                                |
-| FED-M1-04 | done   | Implement `apps/gateway/src/bootstrap/tier-detector.ts`: reads config, asserts PG/Valkey/pgvector reachable for `federated`, fail-fast with actionable error message on failure. Unit tests for each failure mode. | #460  | sonnet | feat/federation-m1-detector        | FED-M1-03  | 8K       | Shipped in PR #473. 12 tests; 5s timeouts on probes; pgvector library/permission discrimination; rejects non-bullmq for federated.               |
-| FED-M1-05 | done   | Write `scripts/migrate-to-federated.ts`: one-way migration from `local` (PGlite) / `standalone` (PG without pgvector) → `federated`. Dumps, transforms, loads; dry-run + confirm UX. Idempotent on re-run.         | #460  | sonnet | feat/federation-m1-migrate         | FED-M1-04  | 10K      | Shipped in PR #474. `mosaic storage migrate-tier`; DrizzleMigrationSource (corrects P0 found in review); 32 tests; idempotent.                   |
-| FED-M1-06 | done   | Update `mosaic doctor`: report current tier, required services, actual health per service, pgvector presence, overall green/yellow/red. Machine-readable JSON output flag for CI use.                              | #460  | sonnet | feat/federation-m1-doctor          | FED-M1-04  | 6K       | Shipped in PR #475 as `mosaic gateway doctor`. Probes lifted to @mosaicstack/storage; structural TierConfig breaks dep cycle.                    |
-| FED-M1-07 | done   | Integration test: gateway boots in `federated` tier with docker-compose `federated` profile; refuses to boot when PG unreachable (asserts fail-fast); pgvector extension query succeeds.                           | #460  | sonnet | feat/federation-m1-integration     | FED-M1-04  | 8K       | Shipped in PR #476. 3 test files, 4 tests, gated by FEDERATED_INTEGRATION=1; reserved-port helper avoids host collisions.                        |
-| FED-M1-08 | done   | Integration test for migration script: seed a local PGlite with representative data (tasks, notes, users, teams), run migration, assert row counts + key samples equal on federated PG.                            | #460  | sonnet | feat/federation-m1-migrate-test    | FED-M1-05  | 6K       | Shipped in PR #477. Caught P0 in M1-05 (camelCase→snake_case) missed by mocked unit tests; fix in same PR.                                       |
-| FED-M1-09 | done   | Standalone regression: full agent-session E2E on existing `standalone` tier with a gateway built from this branch. Must pass without referencing any federation module.                                            | #460  | sonnet | feat/federation-m1-regression      | FED-M1-07  | 4K       | Clean canary. 351 gateway tests + 85 storage unit tests + full pnpm test all green; only FEDERATED_INTEGRATION-gated tests skip.                 |
-| FED-M1-10 | done   | Code review pass: security-focused on the migration script (data-at-rest during migration) + tier detector (error-message sensitivity leakage). Independent reviewer, not authors of tasks 01-09.                  | #460  | sonnet | feat/federation-m1-security-review | FED-M1-09  | 8K       | 2 review rounds caught 7 issues: credential leak in pg/valkey/pgvector errors + redact-error util; missing advisory lock; SKIP_TABLES rationale. |
-| FED-M1-11 | done   | Docs update: `docs/federation/` operator notes for tier setup; README blurb on federated tier; `docs/guides/` entry for migration. Do NOT touch runbook yet (deferred to FED-M7).                                  | #460  | haiku  | feat/federation-m1-docs            | FED-M1-10  | 4K       | Shipped: `docs/federation/SETUP.md` (119 lines), `docs/guides/migrate-tier.md` (147 lines), README Configuration blurb.                          |
-| FED-M1-12 | done   | PR, CI green, merge to main, close #460.                                                                                                                                                                           | #460  | sonnet | feat/federation-m1-close           | FED-M1-11  | 3K       | M1 closed. PRs #470-#480 merged across 11 tasks. Issue #460 closed; release tag `fed-v0.1.0-m1` published.                                       |
+| id        | status | description                                                                                                                                                                                                        | issue | agent  | branch                             | depends_on | estimate | notes                                                                                                                                                                                                                                                 |
+| --------- | ------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ----- | ------ | ---------------------------------- | ---------- | -------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
+| FED-M1-01 | done   | Extend `mosaic.config.json` schema: add `"federated"` to `tier` enum in validator + TS types. Keep `local` and `standalone` working. Update schema docs/README where referenced.                                   | #460  | sonnet | feat/federation-m1-tier-config     | —          | 4K       | Shipped in PR #470. Renamed `team` → `standalone`; added `team` deprecation alias; added `DEFAULT_FEDERATED_CONFIG`.                                                                                                                                  |
+| FED-M1-02 | done   | Historical shipped-status record: authored a federated Compose overlay with PostgreSQL/pgvector, Valkey, volumes, and healthchecks. It is not a current startup, init, extension, schema, or migration procedure.  | #460  | sonnet | feat/federation-m1-compose         | FED-M1-01  | 5K       | Shipped in PR #471 status only. KBN-101-02 retires its init authority; KBN-101-05 replaces deployment rendering; KBN-101-07 SETUP is non-operative until activation.                                                                                  |
+| FED-M1-03 | done   | Historical shipped-status record: add pgvector support to `packages/storage/src/adapters/postgres.ts`; no adapter changes for non-federated tiers.                                                                 | #460  | sonnet | feat/federation-m1-pgvector        | FED-M1-02  | 8K       | Shipped in PR #472 status only. **KBN-101 supersedes this behavior:** it cannot authorize current runtime extension creation or any DDL; only the runner/external bootstrap contract may do so.                                                       |
+| FED-M1-04 | done   | Implement `apps/gateway/src/bootstrap/tier-detector.ts`: reads config, asserts PG/Valkey/pgvector reachable for `federated`, fail-fast with actionable error message on failure. Unit tests for each failure mode. | #460  | sonnet | feat/federation-m1-detector        | FED-M1-03  | 8K       | Shipped in PR #473. 12 tests; 5s timeouts on probes; pgvector library/permission discrimination; rejects non-bullmq for federated.                                                                                                                    |
+| FED-M1-05 | done   | Historical shipped-status record: prior tier migration implementation.                                                                                                                                             | #460  | sonnet | feat/federation-m1-migrate         | FED-M1-04  | 10K      | Shipped in PR #474 status only. **KBN-101 supersedes this route:** it cannot authorize current credentials, target connection, or DDL. The future active route requires runner verification plus target URL-file and signed attestation-file binding. |
+| FED-M1-06 | done   | Update `mosaic doctor`: report current tier, required services, actual health per service, pgvector presence, overall green/yellow/red. Machine-readable JSON output flag for CI use.                              | #460  | sonnet | feat/federation-m1-doctor          | FED-M1-04  | 6K       | Shipped in PR #475 as `mosaic gateway doctor`. Probes lifted to @mosaicstack/storage; structural TierConfig breaks dep cycle.                                                                                                                         |
+| FED-M1-07 | done   | Integration test: gateway boots in `federated` tier with docker-compose `federated` profile; refuses to boot when PG unreachable (asserts fail-fast); pgvector extension query succeeds.                           | #460  | sonnet | feat/federation-m1-integration     | FED-M1-04  | 8K       | Shipped in PR #476. 3 test files, 4 tests, gated by FEDERATED_INTEGRATION=1; reserved-port helper avoids host collisions.                                                                                                                             |
+| FED-M1-08 | done   | Integration test for migration script: seed a local PGlite with representative data (tasks, notes, users, teams), run migration, assert row counts + key samples equal on federated PG.                            | #460  | sonnet | feat/federation-m1-migrate-test    | FED-M1-05  | 6K       | Shipped in PR #477. Caught P0 in M1-05 (camelCase→snake_case) missed by mocked unit tests; fix in same PR.                                                                                                                                            |
+| FED-M1-09 | done   | Standalone regression: full agent-session E2E on existing `standalone` tier with a gateway built from this branch. Must pass without referencing any federation module.                                            | #460  | sonnet | feat/federation-m1-regression      | FED-M1-07  | 4K       | Clean canary. 351 gateway tests + 85 storage unit tests + full pnpm test all green; only FEDERATED_INTEGRATION-gated tests skip.                                                                                                                      |
+| FED-M1-10 | done   | Code review pass: security-focused on the migration script (data-at-rest during migration) + tier detector (error-message sensitivity leakage). Independent reviewer, not authors of tasks 01-09.                  | #460  | sonnet | feat/federation-m1-security-review | FED-M1-09  | 8K       | 2 review rounds caught 7 issues: credential leak in pg/valkey/pgvector errors + redact-error util; missing advisory lock; SKIP_TABLES rationale.                                                                                                      |
+| FED-M1-11 | done   | Docs update: `docs/federation/` operator notes for tier setup; README blurb on federated tier; `docs/guides/` entry for migration. Do NOT touch runbook yet (deferred to FED-M7).                                  | #460  | haiku  | feat/federation-m1-docs            | FED-M1-10  | 4K       | Shipped: `docs/federation/SETUP.md` (119 lines), `docs/guides/migrate-tier.md` (147 lines), README Configuration blurb.                                                                                                                               |
+| FED-M1-12 | done   | PR, CI green, merge to main, close #460.                                                                                                                                                                           | #460  | sonnet | feat/federation-m1-close           | FED-M1-11  | 3K       | M1 closed. PRs #470-#480 merged across 11 tasks. Issue #460 closed; release tag `fed-v0.1.0-m1` published.                                                                                                                                            |
 
 **M1 total estimate:** ~74K tokens (over-budget vs 20K PRD estimate — explanation below)
 

docs/fleet/FLEET-CONFIG-DOCS-IA-CHECKLIST.md

@@ -5,28 +5,17 @@
 This checklist is an acceptance contract for documentation and examples. It does not authorize
 schema, runtime, systemd, role, profile, or live-fleet changes. An item is complete only when its
 named artifact exists, is linked from the fleet documentation entry point, and its evidence is
-recorded in the M0 task/PR.
+recorded in the M5 closure report and linked deferral evidence.
 
 ## M0 baseline acceptance
 
-- [ ] `docs/PRD.md` states the roster as desired-state SSOT; generated environment, systemd,
-      tmux, and heartbeat artifacts as non-authoritative projections; and fail-closed handling of
-      unsupported or quarantined legacy input.
-- [ ] `docs/PRD.md` defines the required classes and authority boundary: `validator` certifies but
-      does not merge; `merge-gate` remains sole approve-to-land/merge authority; `team-leader`
-      capacity is lease-bounded; `interaction` is request/status only; instance names such as Tess
-      and Ultron remain configurable.
-- [ ] `docs/PRD.md` defines local lifecycle semantics for `enabled`, persisted desired state, and
-      observed state, including stopped-state preservation through migration, apply, and reboot.
-- [ ] `docs/PRD.md` defines the generated-env/local-override boundary, explicitly denies arbitrary
-      command overrides in M1–M5, and requires key-name/hash-only quarantine diagnostics.
-- [ ] `docs/PRD.md` identifies the M1–M5 local-tmux scope and excludes remote reconciliation,
-      connector mutation, secret references, arbitrary commands/channels, gateway convergence, and
-      UI configuration storage.
-- [ ] `docs/TASKS.md` contains the complete M0–M5 one-card/one-PR dependency DAG for #758 with
-      agent tier, branch, dependency, estimate, and evidence expectations.
-- [ ] `docs/fleet/LEGACY-EXAMPLE-PROFILE-DISPOSITION-INVENTORY.md` classifies every current shipped
-      fleet example, profile, and service preset before M1 implementation starts.
+- [x] `docs/PRD.md` states the roster as desired-state SSOT; generated environment, systemd, tmux, and heartbeat artifacts as non-authoritative projections; and fail-closed handling of unsupported or quarantined legacy input.
+- [x] `docs/PRD.md` defines the required classes and authority boundary: `validator` certifies but does not merge; `merge-gate` remains sole approve-to-land/merge authority; `team-leader` capacity is lease-bounded; `interaction` is request/status only; instance names such as Tess and Ultron remain configurable.
+- [x] `docs/PRD.md` defines local lifecycle semantics for `enabled`, persisted desired state, and observed state, including stopped-state preservation through migration, apply, and reboot.
+- [x] `docs/PRD.md` defines the generated-env/local-override boundary, explicitly denies arbitrary command overrides in M1–M5, and requires key-name/hash-only quarantine diagnostics.
+- [x] `docs/PRD.md` identifies the M1–M5 local-tmux scope and excludes remote reconciliation, connector mutation, secret references, arbitrary commands/channels, gateway convergence, and UI configuration storage.
+- [x] `docs/TASKS.md` contains the complete M0–M5 one-card/one-PR dependency DAG for #758 with agent tier, branch, dependency, estimate, and evidence expectations.
+- [x] `docs/fleet/LEGACY-EXAMPLE-PROFILE-DISPOSITION-INVENTORY.md` classifies every current shipped fleet example, profile, and service preset before M1 implementation starts.
 
 ## Required documentation IA for M1–M5
 
@@ -72,15 +61,18 @@ recorded in the M0 task/PR.
 
 ## Cross-cutting evidence gates
 
-- [ ] Every retained or migrated YAML/JSON example, profile, and service preset validates through the
-      same executable schema and shared baseline-plus-`roles.local` resolver used by the CLI.
-- [ ] Every retired example/profile/service preset has a replacement link and deprecation note; no
-      unresolved legacy class or tool-policy alias remains silently shipped.
-- [ ] Documentation examples contain no secret values, arbitrary command override, or product-hardcoded
-      Tess/Ultron identity.
-- [ ] CLI snippets distinguish local fleet desired-state commands from the separate gateway-backed
-      `mosaic agent` catalog.
-- [ ] Migration, quarantine, lifecycle, status, and troubleshooting documentation state that values of
-      legacy sensitive keys are never printed.
-- [ ] M5 release review verifies links, schema/example validation, and that all checklist rows have
-      owner/evidence or an explicit approved deferral.
+- [x] Every retained or migrated YAML/JSON example, profile, and service preset validates through the same declared executable production parser/resolver path recorded by the disposition inventory; versioned v1 fixtures are not forced through the v2 compiler.
+- [x] Every retired example/profile/service preset has a replacement link and deprecation note; no unresolved legacy class or tool-policy alias remains silently shipped.
+- [x] Documentation examples contain no secret values, arbitrary command override, or product-hardcoded Tess/Ultron identity.
+- [x] CLI snippets distinguish local fleet desired-state commands from the separate gateway-backed mosaic agent catalog.
+- [x] Migration, quarantine, lifecycle, status, and troubleshooting documentation state that values of legacy sensitive keys are never printed.
+- [x] M5 documentation validation verifies required IA paths, local file and heading-fragment links, the canonical roster through the production compiler/resolver, and fenced/canonical-example safety checks.
+- [ ] FCM-M5-001 does not deterministically assert owner/evidence/deferral metadata for every checklist row. Closure and deferral reports provide human-reviewable evidence only; broader assertion coverage remains unclaimed.
+
+## Held downstream gates
+
+These unchecked items are intentionally outside FCM-M5-001 and are not authorized by this checklist:
+
+- [ ] FCM-M4-002 executes and evidences live cutover, canary, stopped-state preservation, and rollback.
+- [ ] FCM-M5-002 completes independent exact-head review and issues the validator certificate.
+- [ ] The exact PR head reaches terminal-green CI after independent review.