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# Onboarding Wizard Contract (D4)
Status: DRAFT — awaiting ratification (webui-audit S2, contract 3 of 9).
Authority: PRD D4 (Part I §6), D11 v1 slice (Part I §9), D8 architecture
gate (Part I §8), the identity account-lifecycle contract
(`docs/requirements/identity-lifecycle.md`, §§24), and the RBAC grant
model contract (`docs/requirements/rbac-grant-model.md`, §4.3). This
document turns D4 into a concrete contract: what the wizard is
architecturally, its v1 step model, mode branching, re-run/idempotency
semantics, and what it seeds under whose authority.
Revision 2 (sol review F1F9): first-company authority repaired — the
bootstrap writer creates only the admin and closes the epoch; step 4
runs as the new admin through the ordinary top-level company command
(F1). Mode is an install-time input the wizard reads, never writes
(F2). The initial user's `name` restored from the PRD step list, and
enrollment skippability flagged as a §12.1 drafting addition (F3).
Explicit-choice obligations restated as wizard-run presentation rules
that leave identity's defaults untouched, with a submitted-vs-canonical
witness (F4). The D8 witness bound to contract 5's mapping and
authorization-parity probes (F5). Witness coverage extended to the mode
branch, reconfigurability, canonical-state drift, second-company actor
semantics, exact seed sets, tab inheritance, and enrollment (F6). Step
4's at-most-once semantics grounded in same-transaction audit
reconciliation with per-mutation failure injection (F7). The custody
note reduced to a cross-reference (F8). Creation eligibility defined in
identity terms with an actor matrix (F9).
Revision 3 (sol re-review: residual F2/F3/F5/F6/F7/F9, new N1/N2): the
wizard is now explicitly a client-side composition with no server-side
orchestrator, spanning six named command families, every operation an
ordinary outbound Gateway call inside contract 5 §6.1's inventory scope
(F5). First runs collect steps 12 without writing; the collected
settings are applied immediately after the epoch transition under the
first admin's platform authority, so no pre-admin write authority
exists or is invented (N1). Pre-epoch mode branching reads the mode
value from the unauthenticated bootstrap-status response, a disclosed
one-field addition; post-epoch runs use contract 6's authenticated read
(F2). The SSO display-name source is bound to identity §5's mapped name
claim, with a canonical-name witness (F3). At-most-once seeding is
fenced by a caller-supplied idempotency key recorded under a unique
constraint in the same transaction as the mutation; correlation ids
revert to pure trace linkage (F7). Re-run witnesses now cover every
mutable family, assert the second-company grant is same-operation, and
extend tab inheritance to re-run and explicit-choice machinery (F6).
Eligibility is restated in identity §7.1's terms — deactivation is the
better-auth ban, with no separate state (F9). Example-data seeding is
mandatory; the skippability policy is removed (PRD §6.4) (N2). All
drafting additions are consolidated in §7.
Revision 4 (sol re-review 2: residual F2/F5/F7/N1, new N3/N4): the
post-epoch application phase is replaced by a single **bootstrap
finalize command** — step 3 submits the first-admin fields and every
collected value (settings, registration mode, applicable JIT choices,
seed parameters) in one command on identity §3's bootstrap surface,
executed server-side in one transaction that creates the admin, closes
the epoch, and commits the carried values under the new admin's
authority; after it, every collected value is canonical state, so an
interrupted run resumes from canonical state alone (N1, N3). The v1
first admin is password-only; identity §3.6's SSO variant is not
composed by the v1 wizard (N1's SSO ordering). The bootstrap-status
response is a closed two-field schema (epoch state plus a
pre-epoch-only mode field), with the contract 6 §2.2 amendment
disclosed (F2). The idempotency envelope is completed: fence rows
record operation, actor, scope, and payload digest; replay is
re-authorized; changed-payload collision is refused; only committed
outcomes are recorded; the concurrent loser receives the winner's
recorded outcome (F7). §7 now names the contract 5 §3.1 rank-6
mapping rows the composition expansion amends (F5, N4).
Revision 5 (sol re-review 3: residual F2/F7/N1/N3, new N5/N6): the
finalize command is now honestly scoped as the wizard's **single
disclosed server-side composed transaction** — a bounded, severable
amendment to the §1.1 client-side-composition rule, reachable only
while the epoch is open, executing under the bootstrap writer's
amended authority (never by authenticating the caller as the created
admin), with a dedicated finalize-write inventory witness proving its
internal write set equals the §3.3 carried-value list; §1.2 and §5.1
no longer claim identity §3 binds unchanged (N1, N5). The epoch field's
wire values are pinned to the closed token pair `open`/`completed`
(identity §3 names the states but no wire enumeration; the pin is
disclosed) (F2). The company-name seed parameter gains an owning
record: the declared `bootstrap.seed-company-name` settings value,
committed by finalize and read through the ordinary settings surface
(N3). The §6.7 fence witnesses add the different-actor collision, the
different-scope collision, and the aborted-winner concurrency case
(F7). The password-only first admin is restated as a disclosed PRD
deviation (deferment) of the initial-user SSO option, not as its
satisfaction (N6).
Revision 6 (sol re-review 4: residual F7, new N7): the seed parameter
becomes **immutable seed provenance**`bootstrap.seed-company-name`
is written exactly once by the finalize transaction and any later
write to it is refused, so a re-run's re-derived seed sequence is
byte-stable and replays cleanly against the §4.3 fence instead of
colliding with it; the current company name's canonical home is the
company row (renamed through the ordinary hierarchy command), and the
wizard renders the row, never the provenance value (N7). §6.3 gains
the changed-name re-run and rename-then-re-run witnesses plus the
immutability refusal probe, with a mutated-digest collision control
(N7). §6.7 adds the two missing envelope witnesses: the same raw key
under two different operations executes both independently
(pair-uniqueness, not global key-uniqueness), and a fresh
authorization refusal records no fence row so an authorized retry
executes afresh (F7).
Revision 7 (sol re-review 5: residual F6, new N8): the fence gains a
**replay mode** — each keyed submission declares `actor-bound`
(default) or `shared`, recorded in the fence row; a shared row replays
for any freshly authorized actor whose scope and payload digest match,
while an actor-bound row keeps the revision-6 actor-equality rule, and
a declared-mode mismatch is a collision. Every §3.4 seed submission
declares shared, reconciling actor-bound replay with re-runnability:
the seed set is a per-epoch singleton, so a fresh-authorized second
admin's no-change re-run replays the first run's recorded outcomes
instead of colliding (N8). §6.7's different-actor witness splits into
the actor-bound refusal and the shared replay, plus a mode-mismatch
collision and a shared-row lost-eligibility refusal; §6.3 adds the
second-admin re-run witness (N8). §6.3's changed-name case now
continues through step 4 with the bookkeeping cache deleted — original
digests asserted, every seed outcome replayed, zero new nodes, run
completed — proving the dirty form value never enters derivation and
the renamed row resolves cache-independently (F6).
Revision 8 (sol re-review 6: NEW-9): shared replay gains a
**target-result authorization boundary** — returning a recorded
outcome is a read of the canonical records it references, authorized
separately from fresh-mutation authorization: a shared replay
requires the submitter to hold, at replay time, read authority on
every record the recorded outcome references, and a submitter who
passes the fresh-mutation check but lacks target read authority is
refused with the same constant-shape single bounded conflict as a
§4.3 collision, identifying no record — the response confirms no
tenant target's existence, preserving RBAC §7's no-existence-oracle
rule (§4.3). `shared` becomes server-verified seed-only policy: the
command layer re-derives the epoch's **canonical seed tuple set**
from canonical state alone and refuses any shared declaration whose
(operation, key, scope, digest) tuple is not a member, and a missing
seed fence is originated only by a submission passing the full
fresh-mutation authorization for that seed command — a wrong actor
cannot win an unrecorded seed key, and no shared row can exist
outside the seed sequence (§4.3). An authorized shared replay appends
a **replay access event** — a distinct non-mutation audit event class
recording the replaying actor, the current request's correlation ids,
and the fence row whose outcome was returned — so every access to a
recorded outcome is attributed without a duplicate semantic mutation
event, while the fence row and the mutation event immutably retain
the original actor (§4.3, §7.4). §6.7 adds the unauthorized-target
replay refusal, the non-seed shared declaration refusal, and the
unrecorded-seed-key race; §6.3's second-admin witness grants B
explicit read authority on the recorded seed targets and asserts B's
replay access events; replay-affected count equalities are scoped to
the mutation event class (NEW-9).
Revision 9 (sol re-review 7: NEW-9 residual, NEW-10): the seed
boundary becomes server-complete and oracle-free. The **canonical
seed key set** is fence-independent (epoch id plus the fixed
seed-role list), while the full tuple set is **prefix-derived**: each
position's scope and payload digest derive from the committed
predecessors' recorded fence outcomes, the derivable members at any
state are the committed prefix plus the next unrecorded position,
the pre-first-company state derives exactly the seed-company tuple,
and an out-of-order shared declaration is refused recording nothing
(§4.3, §3.4). The epoch gains one immutable **seed-origin account**
— the first admin the finalize transaction created — and a
**seed-boundary gate** evaluated after fresh-mutation authorization
and before fence presence can affect the response: a submitter on a
canonical seed key who is neither the seed-origin account nor holds
target-result read authority on the position's recorded targets
receives the constant-shape bounded conflict, identical across the
recorded and unrecorded worlds, creating nothing in either — so
§5.2 eligibility alone can never originate a seed fence and the
eligible-wrong-actor race on the top-level seed-company key is
closed (NEW-9; witnesses §6.7: the two-world control and the
top-level origination race). Target-result authorization extends to
**every replay mode**: an `actor-bound` replay requires the recorded
actor to hold live read authority on every record the recorded
outcome references, actor equality remaining an additional
condition, never a substitute — a creator whose grants were revoked
is refused, not replayed (NEW-10; §6.7 lost-target-grant witness).
Revision 10 (sol re-review 8: NEW-11): the seed-origin boundary becomes
recoverable without breaking the no-oracle result. The epoch's
seed-origin is a **designation** the finalize fixes to the first admin,
changed through exactly one disclosed command — **seed-origin
succession** (§4.3, §7 item 12): an eligible platform admin holding
target-result read authority on the committed seed prefix succeeds only
while the current origin fails identity §7.1 eligibility; refusals keep
the constant conflict shape whatever condition failed and whatever is
recorded, concurrent successions serialize on the epoch record, the
change is one audited epoch-record mutation, and recorded fence rows
immutably retain their original actor. The seed-boundary gate and the
origination rule read the epoch record's current designation, so a
banned origin — identity §7.1's sole unavailability state; deletion
does not exist under identity §7.3 — no longer strands the
unoriginated suffix —
the successor resumes and completes it with no factory reset and no new
epoch, restoring D4 re-runnability and §4.4's strand-nothing rule
(NEW-11; witnesses §6.7: succession recovery, origin-available refusal,
succession race).
Revision 11 (sol re-review 9: NEW-12, NEW-13, NEW-14, NEW-15): succession
itself becomes oracle-free and strand-proof. Succession's conditions are
now **fence-independent**: the submitter's side is exactly platform-level
eligibility plus §5.2 top-level-create eligibility — never any authority
over, or reference to, committed seed records — and the origin's side is
the disjunction _unavailable or unable_: the current origin fails
identity §7.1's single account-unavailability predicate (today exactly
the better-auth ban), or lacks the seed-completion authority defined in
§4.3. Because every input is evaluated without consulting fence rows,
recorded outcomes, or the committed prefix, the command's outcome is
identical across the recorded and unrecorded worlds — the vacuous-prefix
oracle is gone (NEW-12). Successful succession **confers, in the same
transaction and inside its single audit event, the position-1
initial-owner authority on the seed company where that position is
already originated** — exactly the authority origination of position 1
would have self-conferred — so every successful successor holds
seed-completion authority by construction and no read-only capture can
strand the suffix; the _unable_ disjunct makes re-succession available
when a later designation loses that authority while staying
identity-eligible, and succession is repeatable across successive losses
(NEW-13). Condition (a)'s eligibility failure collapses to the one
predicate identity §7.1 actually defines, with a forward constraint
binding any future account-removal or account-disable contract to extend
that predicate and to preserve the epoch designation as a stable
reference (NEW-14). §1.2 now discloses both identity-surface additions —
the §7.3 finalize extension and the §7 item 12 succession command — and
succession appears in the §1.1 composed-surface inventory and the §7.8
mapping amendment (NEW-15). Witnesses §6.7: the succession two-world
control, tenant-unprivileged successor completion, post-succession
grant-revocation re-succession, repeat succession, and empty-prefix
succession. (Revision 12 removes the conferral and the _unable_
disjunct introduced here; it closes the same findings without them.)
Revision 12 (sol re-review 10: NEW-12/NEW-13/NEW-14 residuals, NEW-16,
NEW-17): succession is reduced to a pure designation transfer and the
canonical seed tuples become fully epoch-derived, superseding revision
9's prefix-derived tuple set. Canonical seed payloads and scopes now
contain **no generated id and no account identifier**: a child
position references its parent by epoch-scoped canonical seed role,
resolved to the actual row server-side at execution
(canonical-reference resolution, §4.3), and position 1 carries no
initial-owner field — the ordinary top-level command's default (the
creator names itself, contract 2 §4.3) binds the initial `owner` to
the acting designation as a recorded outcome, never as payload
content. The full canonical seed tuple set is therefore
fence-independent and byte-stable absolutely: every client — fresh,
resuming, or a successor — derives identical bytes from the epoch id,
the immutable provenance, and the fixed example set alone, so a
replay after succession compares equal against every committed digest
and the historical-payload gap is closed (NEW-13). Succession itself
now writes exactly the designation update and its single audit event
**no grant is conferred** — and condition (a) collapses to identity
§7.1 unavailability alone: the _unable_ disjunct and the
conferred-grant clause are removed, so the command reads identity,
platform-eligibility, and epoch-record state only, writes nothing
conditional, and is world-independent unconditionally — no allowed
grant transition, including an origin revoking its own position-1
`owner` grant, can make its outcome or observables differ (NEW-12) —
and a platform admin can never parlay succession into authority over
an existing seed company: after full completion, succeeding confers
nothing at all (NEW-16). The origination authority succession
transfers is **designation-derived**: for exactly the fresh
origination of an unoriginated canonical seed position, the
hierarchy-authority component of fresh-mutation authorization is
satisfied by the current designation itself — a disclosed, scoped
amendment to contract 2 §4's evaluation (§7 item 12) conferring no
read authority, no replay authority, no standing grant, and nothing
outside the canonical seed key set — so a successor completes the
suffix by direct in-order origination, never replaying the committed
prefix, and the revocation lock that motivated the _unable_ disjunct
cannot arise (completion authority never depends on a revocable
grant). §6.1 gains the closed succession-write inventory and its
no-seed-input static assertion (NEW-17), and the Revision-10
paragraph's origin-loss vocabulary is corrected to the banned state
identity actually defines (NEW-14). §6.7 reworked: the two-world
control now asserts equal event content, an empty grant-table delta,
and a full-command timing bound; new self-revocation two-world
refusal, designation-derived completion, post-completion
harmlessness, and post-succession replay witnesses. (Revision 13
generalizes the designation-derived authority — which this revision
scoped to contract 2 §4 only — across every canonical position's
owning family, and adds the seed-progress query that locates the
suffix.)
Revision 13 (sol re-review 11: NEW-18, NEW-19): the designated
client can locate the suffix, and can originate all of it.
**Seed-progress query** (NEW-18): revision 12 made every canonical
tuple derivable but left the committed-prefix length underivable —
a fresh successor's permitted inputs were identical across an
empty-prefix world and a k-committed world, so §6.7's required
never-submit-a-committed-position walk was impossible without
hidden fixture state, and blind submission could not distinguish a
committed prefix from a real collision or authorization loss. §4.3
now defines one mapped, designation-only read surface returning
exactly the epoch's next unrecorded canonical position index (or a
completion marker): the designation screening is evaluated before
any fence state, every non-designated submitter — former
designations and platform admins included — is refused
byte-shape-identically across recorded and unrecorded worlds, the
read set is closed to position-committed existence flags plus the
designation (§6.1), and the state-dependent answer for the
designated account is the entitled disclosure that is the query's
purpose. The original origin's fresh-client resume and the
successor's completion both query first and originate in order
from the returned index; no client infers progress from refusal
shapes. **Generalized designation-derived authority** (NEW-19):
revision 12's amendment reached only contract 2 §4's
hierarchy-authority component, so a grant-less designation — an
origin that revoked its own position-1 `owner` grant, or a
tenant-unprivileged successor — could originate hierarchy
positions but not the ordinary workspace-content example
positions, whose authorization lives in RBAC §§23 and the
native-kanban SOT. §7 item 12 now amends the actor-authorization
component of every canonical position's owning family expressly —
contract 2 §4; RBAC §§23; native-kanban SOT REQ-TEN-001 /
Amendment A1 §8.1.3 — coupled and severable together, under one
mechanically decidable scope (current designation, next unrecorded
canonical position, exact server-derived tuple, in-order fresh
origination) and a defined **result-disclosure boundary**: a
successful origination's response and recorded outcome carry
exactly the command's canonical outcome fields, and a
designation-only actor's non-canonical content command is refused
by the owning contract. Witnesses §6.7: seed-progress two-world
refusal, seed-progress entitlement with the actual fresh client
run against both worlds, content-position completion in both
recovery variants, non-canonical content refusal, and the
result-disclosure witness. (Revision 14 completes this revision's
query with a full client protocol and typed completion, ratifies
the RBAC §1 exception this revision left implicit, and reconciles
the closed result schemas with contract 5's envelope.)
Revision 14 (sol re-review 13: NEW-18/NEW-19 residuals, NEW-20,
NEW-21): the query's client protocol, the authority's ratified
boundary, the result envelope, and the refusal order are made
exact. **Query/originate loop** (NEW-18): the walk's complete
protocol is now normative in §4.3 — the query's state-derived
content is a closed discriminated union (`next` index or a typed
`complete` variant that is a result value, never an error); the
client stops on `complete`; on a refused canonical origination it
draws nothing from the refusal and re-queries, continuing only on
a strictly-later result (the benign stale-query race, where a
same-designation peer committed the position first) and stopping
to surface a genuine fault when the index is unchanged — so
progress derives from the entitled query alone under any number
of same-designation clients. Witnesses: same-designation race
(with its unchanged-index fault variant) and the completed-world
stop run of the actual fresh client. **RBAC §1 exception
ratified** (NEW-19): RBAC §1 declares its three authority layers
exhaustive, so §4.3 and §7 item 12 now name §1 itself among the
expressly amended surfaces — a narrow ratified exception making
the designation a fourth, disclosed authority source inside
exactly the mechanical origination scope and substitutable
nowhere else. The active-window boundary witness discriminates
canonical-key scope from completion-state scope: while a content
position is still next, the exact canonical tuple succeeds while
a second non-canonical item and a non-seed-workspace command
refuse in the SAME state, and post-origination reads of
predecessor- and successor-created seed content stay refused.
**Envelope reconciliation** (NEW-20): every closed response —
origination outcome and query alike — bounds its STATE-DERIVED
content while remaining an ordinary contract 5 §4 result DTO
carrying the mandated non-state correlation envelope, which
echoes the request and discloses no state; contract 5 is not
amended by the disclosure boundary. **One refusal order**
(NEW-21): the result-disclosure paragraph now restates the
operative §4.3 order instead of contradicting it — fresh-mutation
authorization first (its refusal is the owning family's), then
the seed-boundary gate before fence presence and
canonical-reference resolution, the constant shape scoped to
callers that reached the gate — and the child-race control
asserts the refusal class, pinning the order mechanically, with
the cross-surface shape control asserting one constant conflict
shape across the gate, succession, and query surfaces. (Revision 15
extends this revision's envelope reconciliation to the
bootstrap-status response and corrects the active-window witness's
mutant attribution.)
Revision 15 (sol re-review 14: NEW-20 residual, NEW-22): the
envelope reconciliation reaches the last closed response, and the
active-window witness names its mutants correctly.
**Bootstrap-status envelope** (NEW-20 residual): §2.3's closed
two-field response now bounds its STATE-DERIVED content only —
pre-epoch `epoch` plus `mode`, post-epoch `epoch` alone, no other
state-derived field — while the response remains an ordinary
contract 5 §4 result DTO whose fixed envelope frame carries the
request's own correlation ids, echoing the caller's request and
deriving from no stored record; §6 item 2's closed-field assertion
and §7 item 2's disclosure description follow. Contract 5 is not
amended. **Mutant attribution** (NEW-22): the active-window witness
now states that branches (a), (b), and (c) each start from an
isolated copy of the same incomplete pre-state (branch (a) commits
a state change), attributes branch (b)'s detection to the
seed-workspace-scoped incorrect evaluator, and names the separate
all-workspace incorrect evaluator that branch (c) catches — the
seed-workspace-scoped mutant, correctly refusing outside the seed
set, passes branch (c), so the two branches detect distinct
mutants. No other change.
Amendment 1 (Ruling 4b, 2026-08-28): §5.2's embedded decision was RULED
AGREED (Jason, 2026-08-27), and Ruling 4b adds company visibility
classes (hierarchy schema §2.8): open top-level creation always yields
a **private** company; publishing a company into the deployment-wide
directory is a separate, gated visibility mutation (hierarchy schema
§5.5) that is never part of the creation command. §5.2 is amended to
state both.
Scope: the Gateway-backed product onboarding wizard. Out of scope: the
host-local install wizard (`mosaic wizard`, which drives host install and
gateway bootstrap and is not this artifact — audit REPORT.md layer 3);
Enterprise mode conversion (contract 6); custody semantics (contract 7);
the deferred-beyond-v1 steps themselves (connectors, comms
integrations, voice-matching, M365 — D11 defers them; they bind here only
through the extensibility rule §2.4).
## 1. Placement and architecture
1. The wizard is a **product surface over the Gateway command API** — a
web UI flow (and equivalently scriptable command sequence) that
composes Gateway commands. It is subject to the D8 hard rule like
every other webUI surface: no wizard operation reaches the database
or filesystem directly, and no wizard-only privileged write path
exists. Concretely, the wizard is contract 5's rank-6 family, and it
is a **client-side composition with exactly one disclosed
exception**: every wizard operation except step 3's finalize is an
ordinary outbound Gateway call issued from the wizard's web modules
(or the equivalent scripted sequence), and the exception is the
§3.3 **bootstrap finalize command** — one server-side composed
transaction on identity §3's bootstrap surface, reachable only
while the bootstrap epoch is open, disclosed and ratified as the
§7.3 architecture amendment. No other server-side module composes
wizard operations. Contract 5 §6.1's outbound-call inventory,
scoped to the wizard modules, therefore sees the wizard's complete
outbound call set; the finalize command's internally composed
writes are proved complete by the dedicated §6.1 finalize-write
inventory, not by the outbound inventory.
The composed operations span six existing families: the rank-1
hierarchy commands and the rank-4 enrollment command (contract 5
§3.1 — built first), the settings command family (steps 12), the
identity bootstrap and registration surface (step 3, including the
§3.3 finalize command, the §4.3 seed-origin succession
command, and the §4.3 seed-progress query), the mode reads
(contract 6 §2.2 post-epoch;
the §2.3 bootstrap-status field pre-epoch), and the ordinary
content commands used for example seeding (step 4). Two of these
families (ranks 1 and 4) are in contract 5 §3.1's live rank-6
composition row; the other four are added by the disclosed §7.8
mapping amendment, without which their operations are unmapped and
blocked under contract 5 §5.
2. **The wizard introduces no undisclosed mutation surface.** Every
state change it performs is an existing command with its own
contract: user and epoch writes under the identity contract §3,
hierarchy writes under contract 1 §5, grant writes under contract 2
§4, settings writes under their owning command family. The
exceptions are exactly the **two disclosed amendments to identity
§3's epoch surface**, each severable and ratified with this
contract: the **§7.3 finalize extension** — the wizard drives the
bootstrap writer defined by identity §3, whose constraints
(§3.1–§3.6) bind, with this contract's single change extending the
epoch-closing command to carry the §3.3 value set inside the same
transaction — and the **§7 item 12 seed-origin succession command**
(§4.3), one mutating epoch-record command whose closed write set
is the designation update and its single audit event. Beyond those
two amendments, nothing is added to identity §3; the further
disclosed amendments are §7 item 12's
**designation-derived origination authority** — a scoped change,
for canonical seed origination only, to the actor-authorization
component of each canonical position's owning family (contract 2
§4's hierarchy authority; RBAC §§23's workspace-content
authorization; the native-kanban SOT's workspace-scoped command
authorization, REQ-TEN-001 / Amendment A1 §8.1.3; and, because
RBAC §1 declares its three authority layers exhaustive, a
narrow ratified exception to RBAC §1 itself, scoped to exactly
that origination and substitutable nowhere else), conferring no
grant and no read authority — and §7 item 12's **seed-progress
query** (§4.3), one designation-only mapped read surface whose
entire state-derived content is the closed §4.3 discriminated
union — the epoch's next unrecorded canonical seed position
index, or a typed completion variant — inside the ordinary
contract 5 §4 result envelope, and nothing else; no
undisclosed authority exists; all of these surfaces appear in
the §1.1 composed-family inventory, the §7.8 mapping amendment,
and §6.1's inventories, so the D8 mapping and authorization-parity
witnesses cannot omit them.
3. **Wizard state derives from canonical state.** Each step renders the
system's current configuration (read through the same commands) and
applies deltas; the wizard does not keep an answer file whose contents
can drift from reality. Values a first run has collected but not yet
committed by the §3.3 finalize command are transient run state, not
a persisted answer file; after finalize every collected value is
canonical state, and no transient value is needed to resume
(§4.4). The wizard MAY persist run bookkeeping
(started/completed timestamps); bookkeeping is a cache, never the
source of truth for any decision. The §4.3 idempotency fence is
command-layer canonical state, not wizard bookkeeping — losing
bookkeeping never affects it.
4. If a wizard-completion marker is stored, it is presentational only
(which entry screen to show). No authorization or gating decision may
read it: gating state lives where its owning contract puts it
(bootstrap epoch in `bootstrap_state`, registration mode in settings,
mode in the contract-6 mode record).
## 2. Modes and extensibility
1. The wizard **differs by mode** (D4): Standalone and Enterprise share
one skeleton; Enterprise makes personal data optional and moves focus
to business structure, RBAC, and external systems.
2. **v1 ships the Standalone flow only** (D11). The mode branch point and
skeleton MUST still exist in v1 — mode is a property of the flow, not
a fork of it — but no Enterprise-only step ships, and mode conversion
is contract 6.
3. **Mode is an install-time input, not a wizard output.** The
deployment mode is recorded canonically at bootstrap and owned by
contract 6 (§2 there): the wizard reads the recorded mode and
branches on it; it never writes mode and never derives it from
feature state. During the bootstrap epoch no authenticated account
exists, so contract 6 §2.2's authenticated read surface is
unreachable there; the pre-epoch flow instead branches on the mode
value reported by the **unauthenticated bootstrap-status response**
of the bootstrap surface (identity §3), which evaluates the mode
record server-side. The bootstrap-status response's **state-derived
content is a closed two-field schema**: `epoch` — one field whose
value set is exactly
the bootstrap epoch states identity §3 defines for
`bootstrap_state`, closed to the exact wire-token pair **`open`**
and **`completed`** — identity §3 names the two epoch states in
prose but defines no wire enumeration, so this contract pins the
tokens, as the second clause of the disclosed §7.9 amendment — and
`mode` — the recorded mode value, present **only while the epoch
is open** and absent from the state-derived content once the epoch
has completed. No other state-derived field exists in the
response, and the response remains an ordinary contract 5 §4
result DTO: its fixed envelope frame carries the request's own
correlation ids — echoing the caller's request, deriving from no
stored record, and disclosing no state — so the closed schema
bounds disclosure of state and amends nothing in
contract 5. The unauthenticated pre-epoch
mode disclosure is a disclosed amendment to contract 6 §2.2's
authenticated-read rule (§7.9); post-epoch, §2.2's
authenticated-only rule holds unchanged and the bootstrap-status
response carries no mode field. Post-epoch wizard runs read mode
through contract 6 §2.2 unchanged. Changing
mode later is conversion (contract 6), not a wizard re-run. In v1 a
recorded mode of `enterprise` is refused at bootstrap (contract 6
§5), so the wizard's Enterprise branch is unreachable in v1; a
wizard invoked against an unsupported or unreadable mode record
produces a single bounded refusal (contract 5 §4.2 precondition
class), never a partial flow.
4. **Extensibility:** new wizards attach as tabs (D4). Attaching a wizard
tab is a registration of additional steps against the same skeleton,
inheriting this contract's rules (§1 architecture, §3 step contract,
§4 re-runnability). A tab cannot opt out of them: tab steps are
subject to the same §6 witnesses as the built-in steps.
## 3. v1 step model (Standalone)
The v1 wizard consists of exactly these steps, in order, each backed by
the named authority:
1. **System and company name.** System name and the seed company name
are both settings values: the company name is recorded under the
declared settings key **`bootstrap.seed-company-name`** — the §3.4
seed parameter, a disclosed drafting addition (§7.11) — committed
by step 3's finalize command among the ordinary settings writes and
readable through the ordinary settings read surface. The company
name feeds step 4's company creation. **The seed parameter is
immutable seed provenance:** it is written exactly once, by the
finalize transaction, and every later write to the key — through
any surface, any actor — is refused by the settings family (a
disclosed immutable-key rule, §7.11). It records what the seed
sequence was derived from, not what the company is currently
named: the current name's canonical home is the company row, and
renaming the seed company is the ordinary hierarchy rename
command against that row, never a settings edit. On a first run
this step collects and validates only — the collected values are
committed by step 3's finalize command (§3.3). On a re-run (an
authenticated admin exists) the system name and other settings
apply directly through the settings commands; the company-name
field renders the company row's current canonical name and
applies a change as the hierarchy rename.
2. **Component choices.** Mosaic Comms/Matrix vs external; Mosaic
SSO/Authentik vs external; Mosaic DB/PostgreSQL vs external; vector
DB (D4). v1 records the choices as settings (first run: collected,
committed by step 3's finalize command §3.3; re-run: applied
directly) and
configures what is installable in-product; component provisioning
beyond that is host tooling, out of scope here.
3. **Initial user and finalize.** Email, password, and display name
(PRD §6 step list: "email/password/name/SSO"), per identity §3: the
first-admin transition is atomic and one per bootstrap epoch. **The
v1 first admin is password-only.** A step-2 SSO choice cannot yield
a canonically configured provider before the epoch closes, so an
SSO-authenticated first admin is not constructible in this flow;
the v1 wizard does not compose identity §3.6's SSO variant. The
PRD step list's SSO option **for the initial user is not
implemented in v1 — a disclosed PRD deviation (deferment, §7.10)**:
no v1 step configures a provider before finalize and no v1 step
links the first admin to a provider afterwards, so the initial user
cannot be SSO-created or SSO-linked in v1. SSO first becomes
available to accounts created post-epoch (providers configured and
JIT-enabled after finalize; identity §5 governs every SSO-created
account) — those are different users, not a satisfaction of the
initial-user option. The password path's canonical `users.name` MUST equal the
submitted display name; any SSO-created account's name is bound to
identity §5's mapped name claim (witness §6.5); no field of the
PRD's step list is dropped. The wizard also presents the applicable
mandatory choices — registration mode (identity §2.2) and, for each
SSO provider canonically configured at finalize time, that
provider's JIT enablement with its allowlist warning (identity
§4.1, §4.3); a provider configured after finalize receives its JIT
choice at configuration time under identity §4.1's default. The
wizard MUST obtain an explicit submission for each applicable
mandatory choice and MUST refuse finalize while one is unsubmitted.
This is a presentation-and-submission obligation on wizard runs
only: identity's own defaults (registration `closed`, JIT off)
continue to govern everything a wizard run never touches, and this
contract creates no new stored-record obligation beyond those
identity itself defines. **Finalize rule (first runs):** step 3
ends in a single **bootstrap finalize command** on identity §3's
bootstrap surface — a disclosed extension of that surface (§7.3) —
carrying the first-admin fields and every collected value: the
step-1 system name, the step-1 company name (recorded as the §3.4
seed parameter), the step-2 component choices, the
registration-mode submission, and the applicable JIT submissions.
The command executes **in one transaction**: it creates the admin
and closes the epoch exactly as identity §3 defines, then commits
every carried value through the ordinary settings and identity
configuration write implementations — the same code paths the
post-epoch commands use; no parallel write path. The executing
authority is the **bootstrap writer's own authority as amended by
§7.3**, never an authentication of the caller: the finalize
request begins and ends unauthenticated, and creating the admin
row does not authenticate the caller as that admin. Each carried
write is attributed in audit to the newly created admin as the
accountable principal the transaction establishes; the admin
authenticates afterwards by ordinary login.
Either the whole transaction commits or none of it exists (identity
§3.5's atomicity extends over the carried writes). Before finalize
the run holds collected values only: no canonical write of any kind
occurs pre-epoch, and no pre-admin write authority exists or is
invented (witness §6.11). After finalize, every collected value is
canonical state; no transient value is needed to resume (§4.4,
witness §6.7).
4. **Initial hierarchy and seeding.** Runs strictly after step 3's
finalize transaction, authenticated as the newly created admin. The
bootstrap writer (identity §3) creates only the first account,
closes the epoch, and commits the §3.3 carried values; it has no
hierarchy authority and creates no hierarchy node. The seed
sequence is derived entirely from canonical state: the seed
parameter the finalize command recorded (the company name, read
from the `bootstrap.seed-company-name` settings value, §3.1) and
the fixed example set (§4.3). **Canonical seed tuples are fully
epoch-derived and account-free.** No canonical seed payload or
scope contains a generated id or an account identifier: a child
position references its parent by the epoch-scoped canonical seed
role ("the seed company of this epoch", "the seed estate of this
epoch"), which the command layer resolves to the actual canonical
row server-side at execution (§4.3 canonical-reference
resolution), and position 1 carries no initial-owner field — it
takes the ordinary top-level command's default, the creator
naming itself (contract 2 §4.3), so the initial `owner` binding
is a property of the recorded outcome (the acting designation at
origination time), never of payload bytes. A resumed run —
including a fresh client holding none of the original run's
transient state, and a §4.3 successor holding no authority over
any committed record — reconstructs the same ordered sequence,
the same deterministic §4.3 keys, and byte-identical payloads
from the epoch id, the immutable seed parameter, and the fixed
example set alone, reading no recorded outcome. Because the seed
parameter is immutable (§3.1), the re-derived sequence is
**byte-stable absolutely** — across every re-run, resume, and
§4.3 succession: the same keys carry the same payload digests
whoever derives them, so already-committed mutations replay
(recorded outcomes) rather than collide, regardless of any
hierarchy rename performed since, and a replay after succession
compares equal against every committed digest by construction —
no payload ever named the origin. Because every seed
submission declares §4.3's `shared` replay mode, committed
positions replay for
whichever currently eligible admin holding §4.3 target-result
read authority on the recorded seed targets performs the re-run,
not only the actor the fence rows record. The §4.3 fence, not the
parameter's presence or absence, is what prevents re-seeding; the
parameter is provenance the derivation reads, never a value any
later step may change.
The first company is created by the ordinary top-level company
command under §5.2's eligibility policy, with the epoch's §4.3
seed-origin account — the account the designation names at
origination time, initially the new admin — as actor; the
command's default names the actor as initial `owner` in the same
audited operation (contract 2 §4.3), so the owner binding follows
the acting designation through the outcome, not through any
payload field; the §4.3 seed-boundary gate reserves
origination of the canonical seed tuples to the epoch's current
seed-origin account — initially this admin, thereafter changed
only by §4.3 seed-origin succession — while
the same command outside the canonical seed key set follows §5.2
unchanged. The initial estate, initial project, and initial
workspace with seeded example data (D4, D11) follow through hierarchy
commands (contract 1 §5.1) under the parent-`owner` authority
contract 2 §4.3 requires — for canonical seed origination,
satisfied by the §4.3 designation-derived authority, which the
original admin holds as designation exactly as a successor
would. Seeded examples are ordinary workspace content
created by ordinary commands, attributable in audit to the acting
admin, carrying the run's trace correlation ids (contract 5 §4.3)
and the §4.3 idempotency keys; their actor-authorization
component — RBAC §§23's workspace-content authorization, and
the native-kanban SOT's workspace-scoped command authorization
(REQ-TEN-001, Amendment A1 §8.1.3) for the kanban example
positions — is, for canonical seed origination only, likewise
satisfied by the §4.3 designation-derived authority, under the
same mechanical scope and the §4.3 result-disclosure boundary
(§7 item 12); every other component of each content command's
evaluation (validation, eligibility, collision and replay
rules) is unchanged, and outside the canonical seed key set
every content command's authorization is untouched.
5. **Minimal agent enrollment.** One harness, API-key login, agent name
and persona (D11). Enrollment specifics belong to the rank-4
agent-enrollment command family; this contract binds only that the
step exists, uses that family, and is skippable. Skippability is a
drafting addition under PRD §12.1 (the PRD step list does not mark
the step optional); it is disclosed in §7 and ratified with this
contract.
Steps deferred beyond v1 (user onboarding profile, connectors, comms,
voice-matching) appear in `docs/ROADMAP.md` per D11. The deferred
profile step's custody semantics are contract 7's (D14); the v1 wizard
collects no sensitive category, so v1 ships no custody surface.
## 4. Re-runnability and idempotency (D4 "no lock-in")
1. **Re-run is a first-class operation.** After completion, running the
wizard again re-opens every step against current state (§1.3) for
reconfiguration. Nothing about completion locks the wizard.
2. **The bootstrap epoch does not re-open** (identity §3.4). On re-run,
step 3 shows the existing admin/registration/JIT configuration and
allows changing the mutable parts through their normal commands;
"setup already completed" is a stable state, and factory reset — a
future, explicitly destructive operation — is the only path to a new
epoch.
3. **Idempotent seeding, fenced at the command layer.** Step 4 on
re-run MUST NOT duplicate: the initial company/estate/project/
workspace and the example data are created at most once per bootstrap
epoch. The at-most-once mechanism is an **idempotency key**, a
disclosed drafting addition to contract 5's §4 command envelope
ratified with this contract (§7): a mutating command MAY carry a
caller-supplied idempotency key. The complete envelope:
- **Fence row.** The command layer records, in a
uniqueness-constrained fence table **in the same transaction**
as the mutation and its audit event: the key, the operation
identifier, the acting principal, the mutation's authorization
scope (the target company, or the platform scope for top-level
operations), a digest of the canonicalized request payload, the
submission's declared **replay mode**`actor-bound` (the
default) or `shared` (§7.4) — and
a reference to the committed outcome. Fence uniqueness is the
pair (operation identifier, key).
- **Replay.** A submission whose (operation, key) pair is recorded
is first authorized exactly as a fresh submission would be — an
actor who is not authorized receives the authorization refusal,
never the recorded outcome. If authorization passes, the
submission's declared replay mode equals the recorded row's, and
the recorded scope and payload digest equal the submission's,
the submitter must pass **target-result authorization** — in
every replay mode. Returning a
recorded outcome is a read of the canonical records that
outcome references, and neither fresh-mutation authorization
nor recorded-actor identity is
read authorization on those records: every replay, `shared` or
`actor-bound`, requires the submitter to
hold, at replay time, read authority on every canonical record
the recorded outcome references, under each record's owning
contract's read-authorization rules (for the seed targets, the
contract 2 grant model — RBAC §1.1 platform-admin standing
confers none of it). Actor equality is the additional
`actor-bound` condition, never a substitute for target-result
authorization: an `actor-bound` row replays only for the
recorded actor, and only while that actor holds live
target-result read authority — an original actor whose grants
on the referenced records were since revoked is refused, not
replayed (witness §6.7). A submitter who passes the fresh-mutation
check but fails target-result authorization is refused with the
same single bounded conflict error as a collision below —
constant in shape, identifying no record, disclosing nothing of
the recorded outcome or its targets — so the refusal confirms
no tenant target's existence or identity and RBAC §7's
no-existence-oracle rule is preserved. On replay the command
executes nothing and returns the recorded outcome. A shared
replay adds no **mutation** audit event and leaves the fence
row untouched — audit attributes each mutation to the actor who
performed it, and the recorded acting principal is immutable —
but it appends a **replay access event**: a distinct
non-mutation audit event class recording the replaying actor as
accessing principal, the current request's correlation ids
(contract 5 §4.3), and a reference to the fence row whose
outcome was returned. The current submission's correlation
travels only in that access event and the trace layer; the
recorded outcome and its original mutation event are returned
and retained unchanged. Every access to a recorded outcome is
thereby attributed to its accessing actor without a duplicate
semantic mutation event ever existing.
- **Collision.** A submission whose (operation, key) pair is
recorded but whose scope, payload digest, or declared replay
mode differs — or, against an `actor-bound` row, whose actor
differs — is
refused with a single bounded conflict error (contract 5 §4.2);
it executes nothing and discloses nothing of the recorded
outcome.
- **Shared-declaration boundary and canonical-reference
resolution.** `shared` is a server-verified, seed-only policy,
never a caller privilege. The whole boundary is
fence-independent. The **canonical seed key set** — the
(operation identifier, key) pairs of §3.4's ordered seed
sequence — is derived from the epoch id and the fixed
seed-role list alone: the keys are deterministic and depend on
no generated id, so membership is decidable before any seed
mutation has run and without consulting the fence table. The
full **canonical seed tuple set** — every position's
authorization scope and payload digest — is likewise derived
from the epoch id, the immutable `bootstrap.seed-company-name`
provenance, and the fixed example set alone: no canonical seed
payload or scope contains a generated id or an account
identifier (§3.4). Where a child position must name its
parent, the payload carries the parent's **epoch-scoped
canonical seed role** ("the seed company of this epoch"), and
the command layer resolves that reference to the actual
canonical row server-side at execution — **canonical-reference
resolution**, available to exactly the canonical seed tuples
and nothing else, with the resolved rows recorded in the
position's outcome. Every tuple is therefore derivable at any
canonical state by any party from canonical settings state
alone, but **origination stays in order**: a canonical
position is originated only when every predecessor is
committed, and resolution of a reference to an uncommitted
predecessor fails closed. A submission declaring `shared`
whose (operation, key) is outside the canonical seed key set
or whose tuple does not equal its position's derived tuple —
and any origination submission for a position past the next
unrecorded one (out of order) — is refused with a single
bounded refusal (contract 5 §4.2 validation class) that
executes nothing and records no fence row. No other operation
can carry a shared declaration, so no shared fence row can
exist outside the seed sequence — the seed-only rule is
enforced by the command layer, not by wizard convention.
- **Seed-boundary gate and origination.** The epoch record holds
one **seed-origin designation**: at finalize it names the
account the §3.3 finalize transaction created as the epoch's
first admin (identity §3), and afterwards it changes through
exactly one path — the **seed-origin succession** command below
— never by any other write. The epoch's **seed-origin account**
is the account the designation currently names. Every mutating submission
whose (operation, key) is in the canonical seed key set —
whatever replay mode it declares — passes, after
fresh-mutation authorization and before the fence table is
consulted, the **seed-boundary gate**: the submitter is the
seed-origin account, or holds §4.3 target-result read
authority on the canonical records the position's recorded
outcome references. A submitter satisfying neither is refused
with the same single bounded conflict error as a collision —
and because the gate is evaluated without consulting fence
presence, the refusal is byte-shape-identical whether the seed
fence and its targets exist or not: the recorded and
unrecorded worlds are indistinguishable to that submitter, no
mutation or fence row is created in either, and RBAC §7's
no-existence-oracle rule holds at the seed boundary itself,
not merely at an existing fence (witness §6.7). For an
unrecorded position no recorded outcome exists to hold read
authority on, so only the seed-origin account can proceed to
origination: §5.2 eligibility alone never originates a seed
fence, which closes the eligible-wrong-actor race on the
top-level seed-company key. **Origination.** A seed fence row
not yet recorded is originated only by the seed-origin account
executing its seed mutation in order, passing the full
fresh-mutation authorization for that seed command — §5.2
eligibility and identity §7.1 eligibility evaluated fresh
against the submitter, with the actor-authorization component
satisfied by the **designation-derived authority**: for
exactly the fresh origination of a currently-unoriginated
canonical seed position, the current designation itself
satisfies the actor-authorization component of the position's
**owning command family** — for the top-level and child
hierarchy positions, the parent-`owner` (or top-level)
authority contract 2 §4 requires; for the ordinary
workspace-content example positions, the workspace-content
authorization RBAC §§23 require and the workspace-scoped
command authorization the native-kanban SOT requires
(REQ-TEN-001, Amendment A1 §8.1.3) — coupled disclosed
amendments to each named surface (§7 item 12), severable
together, that confer no read authority, no replay authority,
no standing grant, no authority over any committed record,
and nothing outside the canonical seed key set. Because RBAC
§1 states its three authority layers exhaustively ("none
substitutable"), this authority is also, expressly, a narrow
ratified exception to RBAC §1's exhaustive-layer rule (§7
item 12): within exactly the mechanical scope below — the
current designation, the next unrecorded canonical position,
the exact server-derived tuple, a fresh in-order
origination — the designation is a fourth, disclosed
authority source; outside that scope it substitutes for no
layer, anywhere, ever. The
authority's scope is mechanically decidable per submission:
the submitter is the epoch's current designation, the
(operation, key) is the next unrecorded canonical position,
the payload and scope equal that position's server-derived
tuple exactly, and the submission is a fresh in-order
origination; every other component of the owning family's
evaluation (validation, §5.2 eligibility, identity §7.1
eligibility, collision and replay rules) is evaluated fresh
and unchanged; the authority is evaluated per submission and
writes nothing beyond the command's own canonical writes; a
refused submission records no row (no-error replay below).
**Result-disclosure boundary.** A successful origination's
response and recorded outcome carry, as their entire
STATE-DERIVED content, exactly the command's canonical
outcome fields — the created row id, any
canonical-reference-resolved parent id, the canonical key,
and the payload digest — and nothing else state-derived: no
listing, no attribute of any pre-existing record beyond the
resolved parent id the outcome must record, and no grant- or
fence-table content. The response remains an ordinary
contract 5 §4 result DTO: it additionally carries exactly
the non-state envelope metadata contract 5 §4.1/§4.3 mandate
for every mapped result — the request's own correlation ids
in the fixed envelope frame — which echoes the caller's
request, derives from no stored record, and discloses
nothing about any world's state; the boundary bounds
disclosure and amends nothing in contract 5. Refusals on
canonical seed keys follow the evaluation order this section
fixes and no other: fresh-mutation authorization is
evaluated first — a submitter it refuses receives the owning
command family's ordinary authorization refusal — and the
seed-boundary gate is evaluated next, before fence presence
and before canonical-reference resolution; the gate's
constant-shape conflict is the refusal of exactly the
callers that passed fresh-mutation authorization and failed
the gate (witness §6.7). The recorded actor of every shared row is
therefore the account that was the epoch's seed-origin at that
position's origination, authorized for the mutation the row
fences. Recorded positions are replayable by any admin holding
target-result read authority (§6.3).
- **Seed-origin succession.** Loss of the seed-origin account
does not strand the epoch (D4, §4.4). The designation changes
through exactly one mutating command, an amendment to identity
§3's epoch surface disclosed in §7 item 12: a platform admin
submits succession naming itself the epoch's seed-origin.
Succession is a **pure designation transfer**. It reads
identity state, platform eligibility, and the epoch record
only — never fence rows, recorded outcomes, grant rows, or
hierarchy records — and its complete write set is the epoch
record's designation update plus one audit event (closed
inventory, §6.1). It confers no grant of any kind. The command
succeeds only when BOTH: (a) the current seed-origin account
is **unavailable** — it fails identity §7.1's
account-unavailability predicate (today exactly the
better-auth ban; §5.2 records that no separate deactivated
state exists and identity §7.3 defers hard deletion) — and no
other origin-side condition exists: the origin's grant state
is never read, so no allowed grant change (including an origin
revoking its own position-1 `owner` grant) can make
succession's outcome differ between two worlds whose identity,
platform, and epoch state agree; and (b) the submitter is an
identity-§7.1-eligible platform admin holding §5.2 top-level
create eligibility. Condition (b) references no seed record
and no prefix: a tenant-unprivileged platform admin passes or
fails it identically whether or not any seed position is
committed. Because no input and no write depends on seed
state, the command's observables — response bytes, event count
and content, grant-table state — and its timing are identical
across any two worlds whose identity, platform, and epoch
state agree, whatever seed state either holds: succession
carries no existence oracle, unconditionally (witness §6.7
two-world controls, self-revocation pair included). Any future
contract adding an account-removal or account-disable
mechanism MUST extend identity §7.1's single unavailability
predicate to cover it and MUST preserve the epoch record's
designation as a stable reference across it (a retained
identifier or tombstone — never a cascade that rewrites or
nulls the designation outside this command). A submission
failing either condition is refused with the same single
constant-shape bounded conflict as the seed-boundary gate,
byte-shape-identical whichever condition failed and whether
any seed fence exists, executes nothing, and appends no event.
Successful succession, in one transaction, updates the
designation in the epoch record and appends exactly one
ordinary mutation audit event recording the prior designation,
the new designation, and the acting principal — nothing else;
it writes no grant, rewrites no fence row and no recorded
outcome — rows already recorded immutably retain their
original actor. What succession transfers is the origination
role alone: the §4.3 designation-derived authority to
originate the unoriginated suffix, and nothing else. Because
that authority derives from the designation itself, never from
a revocable grant, no inability state exists — a designation
that lost every grant still completes the suffix — and
succession over a fully completed sequence is harmless by
construction: there is nothing left to originate, so the
successor gains no authority over any existing record. A
successor who originates position 1 becomes the seed company's
initial owner exactly as any §5.2-eligible creator of a
top-level company would (contract 2 §4.3 default) — an
authority §5.2 already grants, not an escalation. Succession
recovers **seed-sequence completion**, never tenant ownership:
recovering ownership of an existing company whose owners are
all unavailable is an account-administration surface of the
identity and RBAC contracts, expressly out of this contract's
scope. Concurrent successions serialize on the epoch record:
exactly one submitter commits and becomes the seed-origin, and
the loser, re-evaluated against the committed winner, fails
condition (a) — the now-current origin is identity-eligible —
and receives the constant-shape refusal. The seed-boundary
gate and the origination rule always read the epoch record's
current designation: after succession the successor originates
the remaining suffix in order under its own full
fresh-mutation authorization (§4.3 designation-derived
authority plus its own eligibility), locating that suffix
through the seed-progress query below and deriving every
tuple from canonical settings state alone — no replay of any
committed position and no read of any recorded outcome is
needed or implied — and the fence rows it
originates record the successor. Succession is repeatable
across successive origin losses. Factory reset (§4.2) remains
the only path to a new epoch; it is never required to complete
an interrupted seed sequence.
- **Seed-progress query.** Locating the unoriginated suffix is a
disclosed, mapped read surface, never an inference from
refusal shapes: the **seed-progress query** returns, as its
entire state-derived content, exactly one value from a
closed discriminated union of two result variants — `next`,
carrying the index of the epoch's next unrecorded canonical
seed position, or `complete`, carrying no index, when every
position is recorded — and nothing else state-derived. The
`complete` variant is a typed result value on the success
path, never an error shape and never a sentinel index; the
response is an ordinary contract 5 §4 result DTO whose only
other content is the mandated non-state envelope metadata
(the request's own correlation ids), which echoes the
request and discloses no state. It is authorized for
exactly the account the epoch's designation currently names,
and that screening is evaluated first, before any fence state
is consulted: every other submitter — a former designation, a
platform admin, and an admin holding target-result read
authority included — is refused with the same single
constant-shape bounded conflict as the seed-boundary gate,
byte-shape-identical whether any seed fence exists or not, so
the recorded and unrecorded worlds stay indistinguishable to
every non-designated actor and RBAC §7's no-existence-oracle
rule holds on this surface too. For the designated account
the returned index is intentionally state-dependent — that
disclosure is the query's purpose, and it is bounded: the
query reads only which canonical positions have committed
fence rows (position-committed existence) plus the epoch
record's designation, never a recorded outcome, a payload or
digest, a resolved id, an acting principal, or any grant
state, and its closed read set is statically asserted (§6.1).
The query writes nothing and appends no event. A resuming
designated client — the original origin on a fresh client and
a §4.3 successor alike — runs the **query/originate loop**,
the walk's complete protocol: submit the query; on
`complete`, STOP — the walk is finished and the client
submits no origination and no other seed-key command; on
`next` index i, originate position i, deriving its tuple
from canonical settings state alone, and on success continue
the loop from a fresh query or the next index. If an
origination on a canonical seed key is refused, the client
draws NO conclusion from the refusal itself — refusal shapes
are not progress signals — and re-submits the entitled
query: a result strictly beyond i (a greater index or
`complete`) means another client of the same designation
committed position i between query and origination — the
**stale-query race**, benign by construction — and the loop
continues from the fresh result; a result that still names i
means the refusal was a genuine fault, and the client stops
and surfaces the refusal without submitting further. The
loop's only progress source is the query, so the walk is
race-safe under any number of same-designation clients: each
position commits exactly once (Concurrency below), and every
client either advances on its own successes or
re-synchronizes through the query it is entitled to. An
admin holding target-result read authority may instead walk
the sequence and receive recorded outcomes as replays
(§6.3). No client is required to infer progress from
refusals, and no non-designated actor can.
- **No error replay.** The fence row commits only with its
mutation, so only committed outcomes are ever recorded. A failed
or refused submission records no fence row; a retry executes
afresh. There is no recorded-error state.
- **Concurrency.** Two submissions with the same (operation, key)
pair serialize on the fence's unique constraint: exactly one
executes. The loser waits for the winner's transaction to
resolve; if it committed, the loser is handled as a replay
(fresh-mutation authorization, the seed-boundary gate where
the key is a seed key, and target-result authorization first —
then the recorded outcome, or
the collision refusal on mismatch); if it aborted, no fence row
exists and the loser executes. The loser never performs a second
mutation and is never left without a defined response.
The wizard submits deterministic keys derived from the bootstrap
epoch and the seed role (e.g. epoch id + "seed-company") for every
seed mutation, and every seed submission declares the `shared`
replay mode: the seed set is a per-epoch singleton (§4.4), derived
from immutable provenance (§3.4), so whichever currently eligible
admin holding target-result read authority on the recorded seed
targets performs a re-run or resume must replay the recorded
outcomes rather than collide on actor identity — re-runnability is
not restricted to the original acting admin (witness §6.3). All
other submissions default to `actor-bound`; nothing in this
contract declares `shared` outside the seed sequence, and the
shared-declaration boundary makes that exclusivity
server-enforced: a shared declaration outside the canonical seed
tuple set is refused, not merely unconventional. Correlation
ids (contract 5 §4.3) remain pure trace
linkage and carry no idempotency semantics; a shared replay's
current correlation is carried by its §4.3 replay access event,
never by rewriting the recorded outcome or its mutation event. Wizard bookkeeping of
seed node ids remains a cache
(§1.3): losing it cannot cause duplication, because the fence is
canonical command-layer state. A re-run offers to create
_additional_ hierarchy nodes (PRD: users can create N companies, N
estates, N projects) but never re-creates or resets the originals,
and never touches user content added since. Example-data seeding is
likewise at-most-once per epoch; the example set is fixed and its
seeding is not skippable (PRD §6.4: a completed first run contains
the fixed example set).
4. **Interrupted runs strand nothing.** The wizard is resumable at the
granularity of a single command: each mutation either commits
through its command with its same-transaction audit event and fence
row, or leaves nothing (identity §3.5, extended over the carried
writes, for the §3.3 finalize command). A run interrupted before
finalize has written nothing; its collected values are re-entered.
A run interrupted after finalize resumes from canonical state
alone: every collected value was committed by the finalize
transaction, and the remaining work — the step 45 command
sequence — is derivable from it (§3.4). Step 4 is a sequence of
individually atomic commands, not one transaction: an interruption
between them leaves a prefix of committed seed nodes, and the §4.3
fence makes the resumed run complete exactly the remaining suffix —
the resumed designated client runs the §4.3 query/originate
loop — querying, originating the returned index, stopping on
the typed completion variant, and re-querying (never
interpreting the refusal) if a canonical origination is
refused — re-deriving every tuple from canonical state; a
target-authorized admin's re-run may instead re-submit the full
ordered seed sequence with the same deterministic keys,
already-committed mutations returning their recorded outcomes —
either way only the remainder executes, without duplication and
without compensating rollback of completed commands. There is no
wizard-level transaction spanning steps. Loss of the seed-origin
account mid-sequence — identity §7.1 unavailability — is likewise
recoverable without a new epoch: §4.3 seed-origin succession
designates an eligible successor, and the resumed run locates
the remaining suffix through the same §4.3 query/originate
loop and completes it under the successor's designation-derived
authority — the ordinary workspace-content example positions
included (§4.3, §7 item 12) — deriving every tuple from
canonical settings state alone: no grant is conferred and no
committed position is replayed. Succession is repeatable, so
interrupted runs strand nothing even across successive origin
losses. Origination authority — and suffix location, the §4.3
seed-progress query — is designation-derived (§4.3), never
grant-dependent, so no revocation — including an origin
revoking its own position-1 `owner` grant — can strand the
suffix while the origin remains available.
## 5. Seeding authority (resolves contract 2 review NEW-1)
1. During the bootstrap epoch, the bootstrap writer's authority
(identity §3, as amended by the §7.3 finalize extension) covers
creating the first account, closing the epoch, and committing the
§3.3 carried values inside the finalize transaction — nothing
else. It creates no hierarchy node. The
first company is created post-epoch by the first admin through the
ordinary top-level company command (§5.2), naming that admin as
initial `owner` (contract 2 §4.3). No operator-designated third
party, service actor, or wizard-privileged writer exists in this
flow.
2. **Post-bootstrap top-level company creation** — the "N companies" flow
— RULED AGREED (Jason, 2026-08-27): any **eligible platform user** MAY
create a top-level company and MUST name an initial `owner` grant in
the same audited operation (contract 2 §4.3); the creator naming
themselves is the default. Eligible means, in identity-contract
terms: an authenticated account (identity §2) that is not banned
(identity §7.1 — deactivation on this platform IS the better-auth
ban; no separate deactivated state exists). No further role or grant
is required. Creation always yields a **private** company
(`visibility = 'private'`, hierarchy schema §2.8, Ruling 4b): the
creation command accepts no visibility argument, and publishing into
the deployment-wide directory is a separate, gated mutation
(hierarchy schema §5.5) that standard users cannot perform.
3. Child-node creation inside the wizard (estate, project, workspace
under the seeded company) follows contract 2 §4.3: parent
`owner` authority, no automatic grant needed — for canonical seed
origination, the parent-authority component is satisfied by the
§4.3 designation-derived authority (§7 item 12); outside the
canonical seed key set the rule is unchanged.
4. Example-content creation inside the wizard (the fixed §3.4
example set) follows each item's owning content contract — RBAC
§§23's workspace-content authorization and, for the kanban
examples, the native-kanban SOT's workspace-scoped command
authorization (REQ-TEN-001, Amendment A1 §8.1.3) — with the
same canonical-seed-origination exception: for exactly those
positions, the actor-authorization component is satisfied by
the §4.3 designation-derived authority under §7 item 12's
mechanical scope and the §4.3 result-disclosure boundary.
Outside the canonical seed key set every content rule is
unchanged, and a designation-only actor's non-canonical content
command is refused by the owning contract (witness §6.7).
## 6. Verification requirements
Binding on the implementing PRs:
1. **D8 mapping witness:** every Gateway call the wizard makes resolves
to a contract 5 mapping row, asserted by contract 5 §6.1's
outbound-call inventory scoped to the wizard modules — an inventory
that is complete for the wizard's outbound calls because §1.1
forbids server-side wizard composition outside the single declared
§3.3 finalize handler, and the witness statically asserts that
scoped prohibition (no server-side module other than the declared
finalize handler composes wizard operations). The inventoried
operation set is asserted equal, in both directions, to the §1.1
declared family list. **Finalize-write inventory:** the finalize
handler's internal write set is statically enumerated and asserted
equal, in both directions, to the §3.3 carried-value list — the
admin creation and epoch transition plus the settings writes
(including `bootstrap.seed-company-name`), the registration-mode
write, and the applicable JIT writes, nothing else; each internal
write is asserted to invoke the owning command family's ordinary
write implementation (no parallel write path); and the handler is
asserted refused once the epoch has completed (identity §3.4).
**Succession-write inventory:** the §4.3 succession handler's
internal write set is statically enumerated and asserted equal, in
both directions, to: the epoch record's designation update plus
its single audit event (and the audit family's required outbox
record where one exists) — no `hierarchy_grants` write, no
fence-table write, no settings write, no hierarchy or content
write, nothing else; and the handler is statically asserted to
read no fence table, no recorded outcome, no grant table, and no
hierarchy record — its inputs are identity state, platform
eligibility, and the epoch record only (§4.3).
**Seed-progress-query inventory:** the §4.3 seed-progress query
handler's read set is statically enumerated and asserted equal,
in both directions, to: the epoch record's current designation
(its authorization input, screened first) and the
position-committed existence flags of the epoch's canonical
seed keys — no recorded outcome, no payload or digest, no
resolved id, no acting principal, no grant table, no hierarchy
or content record; its write set is asserted empty (no event,
no row), and its response DTO is asserted closed in both
halves: its state-derived content is exactly the §4.3
discriminated next-index-or-complete union, its only other
content is contract 5 §4's non-state envelope metadata (the
request's correlation ids), and no further field exists — the
closed-schema assertion covers the full wire shape, both
variants included. Wizard modules appear in no
class-table writer allowlist (contract 1 §6.3b) and hold no direct
database or filesystem access (static assertion, plus a runtime
probe that a wizard-context filesystem/database access attempt is
refused). **Authorization parity:** for each mutating wizard
operation, the same actor invoking the underlying command directly
receives the same authorization outcome as through the wizard —
probed for at least one allowed and one refused actor per operation.
2. **Mode witnesses:** the branch point exists — a pre-epoch flow
resolves its step set from the bootstrap-status mode field (§2.3),
a post-epoch run from contract 6 §2.2's authenticated read; the
bootstrap-status response's state-derived content matches §2.3's
closed two-field schema
exactly while the epoch is open — the epoch field carrying one of
§2.3's two exact wire tokens — and after the epoch completes
contains the epoch field only — the mode field absent
(closed-field assertion on the state-derived content in both
phases, with the response's contract 5 §4 envelope asserted to
carry the request's own correlation ids — present, equal to the
request's, derived from no stored record — and no further
state-derived field in either
phase); post-epoch, an unauthenticated mode read through any
surface is refused (contract 6 §2.2, as amended by §7.9, holds); v1 with mode `standalone` yields the §3 step set; a
simulated unsupported or unreadable mode record yields one bounded
precondition refusal (§2.3) and no partial flow; wizard sources
contain no mode write and no feature-state mode derivation.
3. **Re-run witnesses:** complete the wizard, then re-run it to
completion making no changes — assert zero new hierarchy nodes, zero
new users, zero new grants, zero duplicated example content, and the
bootstrap epoch still completed (identity §8's epoch witnesses cover
the transition itself). **Reconfigurability:** a re-run changes one
value in each mutable family — the system name (settings), a
component choice (settings), registration mode, and a configured
provider's JIT enablement — and each canonical value reflects the
change; a run that skipped enrollment enrolls an agent on re-run
through the rank-4 family and the enrollment exists canonically.
**Canonical-state drift:** mutate state outside the wizard (a
rename through the hierarchy command), then re-run — the wizard
renders the current canonical value, not a stored answer.
**Seed-provenance witnesses (§3.1, §3.4):** rename the seed
company through the hierarchy command, delete the wizard's
seed-node bookkeeping cache, then re-run to completion —
the re-derived seed sequence carries the same keys and payload
digests as the first run (asserted digest equality), every seed
submission replays with the recorded outcome, zero new nodes are
created, the run completes, and the company keeps its renamed
name — the deleted cache proving the renamed row was resolved
from canonical state alone (§1.3), not from a stored id. A re-run
submitting a different company name renames the company row and
commits no settings write to the seed key, **and that same run**,
with the bookkeeping cache likewise deleted beforehand, continues
through step 4 deriving the seed sequence from the immutable seed
parameter — asserted to carry the first run's keys and payload
digests, not digests of the newly submitted name — replays every
seed outcome, creates zero new nodes, zero new users, and zero
new grants, and completes; a direct post-epoch
settings write to `bootstrap.seed-company-name`, by any actor, is
refused; and a control run that force-mutates a seed payload
digest receives the §4.3 collision refusal, proving the fence
still discriminates.
**Second-admin re-run witness (§4.3 shared replay):** after admin
A's completed first run, create a second account B and grant it
platform-admin, the hierarchy authority the seed commands
require, and **explicit target-result read authority on every
recorded seed target** — a contract 2 grant conferring read on
the seed company and its seeded children (B is freshly
authorized with explicit target authority, and no text restricts
re-runs to A); delete the bookkeeping cache; B re-runs the
wizard to completion making no changes — every seed submission
replays with A's recorded outcome (asserted by mutation-count
and mutation-audit-event-count equality across the run, the
fence rows still recording A as acting principal), exactly one
§4.3 replay access event exists per replayed submission, each
naming B as accessing principal and carrying B's run's
correlation ids while referencing A's fence row, zero new
hierarchy nodes, users, grants, or example content exist, and
the run completes.
**Second company:** a re-run creating a second company succeeds with
the running user as actor and names the creator as `owner` in the
same audited operation — asserted on the single audit event naming
both the creation and the grant (contract 2 §4.3–§4.4), not merely
on the grant row's existence — and leaves the first company's exact
node and content set untouched (row-set and content-digest
assertions).
4. **Seed-set witness:** after a first completed run, the created seed
set is exactly the declared set — one company, one estate, one
project, one workspace, the example content (fixed digest), the one
§4.3 `owner` grant, and no other node or grant attributable to the
run's idempotency keys or trace correlation ids. Every seeded node,
grant, and example item has its command audit event (contract 1
§5.2, contract 2 §4.4) committed in the same transaction as its
mutation and §4.3 fence row, attributed to the acting admin; the
first-company event names the initial owner grant in the same
audited operation.
5. **Explicit-choice witness:** a run submitting explicit values
completes, and each canonical value equals the value the run
submitted (asserted against the captured submissions, not by reading
the canonical store twice); canonical `users.name` equals the
declared source — for the first admin (password path), the
submitted display name; for an SSO-created account (a post-epoch
JIT-provisioned user), the identity §5 mapped name claim (each
asserted against the captured submission or captured assertion); a
run with
an applicable mandatory choice unsubmitted is refused at step 3
(§3.3); identity's defaults are asserted for a provider the run
never touched (registration `closed`, JIT off — identity §2.2,
§4.1).
6. **Gating-independence witness:** with any wizard-completion marker
deleted (§1.4), authorization and registration gating behave
identically — proving no gate reads wizard state.
7. **Interrupted-run witness:** inject failure at each point of a
run — **inside the finalize transaction** (after admin creation but
before the carried writes commit: assert nothing exists — no
account, the epoch still open, canonical settings untouched, no
fence row, no audit event), after the committed finalize
transaction, after each individual seed command (company, estate,
project, workspace, each example item), and after the bookkeeping
cache write — and for each injection point assert: no stranded
partial outcome (every committed command has its same-transaction
audit event and fence row; nothing else exists), and a resumed run
completes exactly the remaining mutations with no duplication
(identity §8 covers the epoch transition; §4.3–§4.4 define the
fence the witness exercises). The resume after the committed
finalize MUST be performed by a fresh client holding none of the
original run's transient state, deriving the remaining seed
sequence from canonical state alone (§3.4). Deleting the
bookkeeping cache between failure and resume MUST NOT change the
outcome. **Idempotency-fence witnesses (§4.3):** re-submitting a
committed seed command with its same key, actor, and payload
executes nothing and returns the recorded outcome (asserted by
mutation-count and mutation-audit-event-count equality); the same
key with a
changed payload digest is refused with the single bounded conflict
and executes nothing; the same key and payload submitted by a
different authorized actor against an **actor-bound** fence row (a
control row recorded outside the seed sequence) is refused with
the same single bounded conflict (actor mismatch) and executes
nothing, while against a **shared** row (every §3.4 seed fence) a
different authorized actor holding target-result read authority
replays with the recorded outcome, executing nothing, adding no
mutation audit event, and appending exactly one replay access
event naming the replaying actor and its correlation ids, the
fence row still recording the original actor; a
submission whose declared replay mode differs from the recorded
row's is refused with the single bounded conflict and executes
nothing; the same key,
actor, and payload submitted against a different authorization
scope is likewise refused (scope mismatch) and executes nothing; a
replay by an actor who has since lost
eligibility (identity §7.1 ban) receives the authorization refusal,
not the recorded outcome — asserted against a shared seed fence,
proving shared replay never bypasses fresh authorization.
**Target-authorization and boundary witnesses (§4.3, NEW-9):**
an **unauthorized-target shared replay** — a platform admin
holding §5.2 fresh-create eligibility but no contract 2 grant on
the seed company derives the canonical seed tuple per §3.4 and
submits it with the recorded `shared` mode — is refused with the
single bounded conflict, and the refusal response is asserted
byte-shape-identical to the changed-digest collision refusal
above (same error class, same fields, no record identifier, no
scope detail beyond the caller's own submission), executes
nothing, changes no fence row, and appends no mutation audit
event — proving the recorded target is neither returned nor
confirmed to exist and RBAC §7's no-existence-oracle rule holds
at the fence; the **two-world seed-boundary control (§4.3
seed-boundary gate)** — the SAME eligible non-originator actor
submits the exact canonical seed-company tuple in two prepared
worlds: one where the seed fence and its targets exist (the
recorded world) and one freshly finalized epoch where they do
not (the unrecorded world, before any seed command has run) —
and in both worlds receives the identical bounded conflict
refusal (asserted byte-shape-identical across the two worlds and
to the collision refusal), executes nothing, and creates no
mutation, fence row, or hierarchy node in either — proving the
response is computed without consulting fence presence, the
recorded and unrecorded worlds are indistinguishable to that
actor, and no eligible wrong actor can originate the top-level
seed fence; a **non-seed shared declaration** — an ordinary
hierarchy or content command whose tuple is outside the
canonical seed tuple set, submitted with `shared` declared by an
actor fully authorized for the mutation — is refused with the
§4.3 validation refusal, executes nothing, and records no fence
row (asserted absent); an **out-of-order origination**
with the seed prefix committed through position k, the
seed-origin account submits the position k+2 canonical tuple
(past the next unrecorded position) — and is refused with the
§4.3 validation refusal, executes nothing, and records no fence
row, proving in-order origination is enforced even though every
tuple is derivable at any state; an **unrecorded-seed-key
race** in two variants — (child variant) with one child seed
tuple deliberately left unrecorded, an actor lacking that seed
command's hierarchy authority races the seed-origin account's
resume for the same (operation, key): the unauthorized
submission receives the owning command family's ordinary
authorization refusal — asserted NOT the seed-boundary gate's
constant-shape conflict, pinning the §4.3 evaluation order in
which fresh-mutation authorization refuses before the gate is
reached — and records no
fence row, the origin account's submission executes afresh, and
the resulting fence row records the seed-origin account;
(top-level variant, NEW-9) with the seed-company tuple
unrecorded, an eligible platform admin who is not the
seed-origin account — passing §5.2 fresh-mutation authorization
in full, since the top-level command requires no hierarchy
authority — races the seed-origin account for the seed-company
(operation, key): the non-originator receives the constant
bounded conflict refusal from the seed-boundary gate and
records no fence row and no company, the seed-origin account
executes afresh, and the resulting fence row records the
seed-origin account — proving origination of a missing seed
fence is bound to the seed-origin account, not to eligibility
alone; an **actor-bound lost-target-grant replay (NEW-10)** — an
actor creates a non-seed top-level company under an
`actor-bound` key, grants a second account `owner`, and the
second account then revokes every grant the creator held on the
company; the creator, still authenticated and eligible,
resubmits the exact recorded (operation, key, scope, payload,
mode) tuple — actor equality holds but live target-result
authorization fails, so the submission is refused with the
single bounded conflict, executes nothing, returns nothing of
the recorded outcome, and appends no access or mutation event;
re-granting the creator read authority and resubmitting returns
the recorded outcome — proving actor equality is never a
substitute for live target-result read authority on any replay
mode; **seed-origin succession witnesses (§4.3, NEW-11 through
NEW-17):** a **succession recovery** — the seed-origin account
commits a proper seed prefix and is then banned (identity §7.1);
an eligible platform admin holding §5.2 top-level create
eligibility submits succession, the epoch record's designation
changes to the successor with exactly one mutation audit event
recording the prior designation, the new designation, and the
acting principal — asserted to write no grant row and touch no
fence row — and the successor's resumed run submits the §4.3
seed-progress query — asserted to return exactly the first
unrecorded index — derives the
remaining tuples from canonical settings state alone and
originates the suffix in order from that index, never
submitting a committed
position: zero replay access events name the successor, zero
grant rows name the successor, the mutation count equals exactly
the suffix length, the new fence rows record the successor, the
pre-succession rows immutably retain the original origin, and
the full seed set completes with no factory reset and no new
epoch; an **origin-available succession refusal** — the same
eligible admin submits succession while the current origin
remains §7.1-eligible — is refused with the single
constant-shape bounded conflict (asserted byte-shape-identical
to the collision refusal), changes no epoch record, and appends
no audit event; a **succession two-world control (NEW-12)**
the SAME identity-eligible, §5.2-create-eligible platform admin
holding no grant on any seed record submits succession in two
prepared worlds with the current origin banned in both: one
where a proper seed prefix stands committed and one freshly
finalized epoch with no position committed — and in BOTH worlds
the command succeeds, the designation changes to the submitter,
and exactly one succession audit event appends, with the worlds
asserted equal in response bytes (modulo run-scoped
identifiers), in audit event content (the same field set and
classes, no seed reference and no grant reference in either),
and in grant-table delta (empty in both), and the full command
execution asserted within a fence-independent timing bound (it
consults no fence row and no grant row); the control is repeated
with a submitter failing condition (b) — refused
byte-shape-identically in both worlds, no record change, no
event in either — proving succession's outcome and observables
are a function of identity, platform, and epoch state only; a
**self-revocation two-world refusal (NEW-12)** — world U holds a
freshly finalized epoch with no seed position committed; in
world R the origin A originates position 1 (the outcome names A
initial owner by the contract 2 §4.3 default) and then, still
eligible, revokes its own `owner` grant on the seed company
(RBAC §4.1 authorizes it); identity, platform, and epoch state
now agree across U and R; an eligible platform admin B submits
succession in both worlds and is refused byte-shape-identically
in BOTH (the origin is available; grant state is not an input),
with no event and no record change in either — proving no
allowed grant change opens succession or leaks seed state; a
**seed-progress two-world refusal (NEW-18)** — worlds U (no
seed position committed) and P (positions 1..k committed) agree
on identity, platform, and epoch state; a non-designated actor
— an eligible platform admin, a former designation after
succession, and an admin holding target-result read authority
each probed — submits the §4.3 seed-progress query in both
worlds and is refused byte-shape-identically in both, with no
event appended in either, and the refusal bytes are
additionally asserted byte-shape-identical to the seed-boundary
gate's conflict as returned to a gate-refused mutating
submitter — the cross-surface control proving one constant
shape spans the gate, succession, and query surfaces — and the
query surface therefore discloses
nothing to anyone but the current designation; a
**seed-progress entitlement witness (NEW-18)** — the SAME
designated account submits the query in worlds U and P: it
returns 1 in U and k+1 in P (the intentional, entitled
disclosure), reading no outcome payload and no grant state
(asserted by the §6.1 closed read set); the actual fresh
client — holding no transient state, no bookkeeping cache, and
no seed read authority — is then run to completion against
BOTH worlds, and in each it originates first exactly the
returned index and completes the sequence without submitting
any committed position and without receiving a single refusal
in the walk — proving progress location is a disclosed entitled
read, never an inference from refusal shapes; a
**same-designation race witness (NEW-18)** — two fresh clients
C1 and C2 of the same grant-less designation both submit the
query and both receive the same `next` index i; C1 originates
position i and commits; C2 then submits the identical tuple
and is refused; C2 is asserted to follow the §4.3
query/originate loop exactly — it does not retry, does not
advance to i+1 on its own, and interprets nothing from the
refusal — and re-submits the query, receiving a result
strictly beyond i (a greater `next` or `complete`), from which
it continues the loop to completion; per canonical key exactly
one mutation and one fence row exist; a fault variant of the
same witness refuses C2's origination while position i is
STILL unrecorded and asserts the re-query returns the SAME
index i, whereupon the client stops and surfaces the refusal
rather than looping — proving the loop distinguishes the
benign stale-query race from a genuine fault through the
entitled query alone; a **completed-world stop witness
(NEW-18)** — the actual fresh designated client is run against
a world whose canonical sequence is fully recorded: the query
returns the typed `complete` variant (asserted against the
closed DTO — a result value, not an error and not an index),
and the client stops, submitting zero originations and zero
other seed-key commands — proving the terminal branch is
defined, typed, and honored; a
**designation-derived completion (NEW-12/NEW-13/NEW-19)**
origin A originates a prefix extending past workspace creation
— so the remaining suffix consists of ordinary
workspace-content example positions — revokes its own
position-1 `owner` grant, and resumes: the seed-progress query
returns the first unrecorded index and every remaining
origination, the content positions included, succeeds under the
designation-derived authority, zero new grant rows are written
beyond each command's own §5.2/§4.3 defaults, and the seed set
completes — proving completion, content positions included,
never depends on a revocable grant; a **tenant-unprivileged
successor completion (NEW-13/NEW-19)** —
the successor of the two-world control's recorded world, whose
recorded prefix likewise extends past workspace creation, who
held no seed-record authority before succeeding and receives
none by succeeding, completes the entire remaining suffix —
its workspace-content positions included — by
direct in-order origination from the seed-progress query's
returned index, using only the designation-derived
authority plus its own eligibility; a subsequent read attempt by
that successor against a committed pre-succession seed record is
refused — proving succession recovers completion without
conferring read or tenant authority; an **active-window
boundary witness (NEW-19)** — in a world whose next unrecorded
canonical position IS an ordinary workspace-content example
position, a designation holding no grant submits, in that SAME
state: (a) that position's exact canonical tuple, which
succeeds under the designation-derived authority; (b) a
non-canonical content command against the seed workspace — a
second kanban item — which is refused by the owning content
contract's authorization with nothing written; and (c) a
content command against a workspace outside the seed set,
refused likewise; branches (a), (b), and (c) each start from
an isolated copy of the same incomplete pre-state — branch (a)
commits a state change, so no branch runs in another's
post-state; this witness is discriminating where the
post-completion refusal below is not — an incorrect evaluator
scoped by completion state rather than by canonical key (one
granting the designation all seed-workspace writes while
seeding is incomplete) passes the post-completion test but
fails branch (b), which refuses while seeding is still
incomplete, and a second, broader incorrect evaluator (one
granting the designation writes in EVERY workspace while
seeding is incomplete) passes the post-completion test but
fails branch (c) — the control against that all-workspace
bypass, which the seed-workspace-scoped evaluator, correctly
refusing outside the seed set, would pass; after branch (a)
commits, read
attempts by the acting designation and by a later successor
against BOTH predecessor-created and successor-created seed
content are refused — the bounded origination response is the
only disclosure either ever receives; a **non-canonical content
refusal (NEW-19)** — the post-completion variant of the same
boundary: a designation holding no grant (the
self-revocation world, post-completion) submits, against the
seed workspace, an ordinary content command whose (operation,
key) is outside the canonical seed key set — a second,
non-canonical kanban item — and is refused by the owning
content contract's authorization with nothing written — proving
the designation-derived authority stops at the canonical set
and confers no general workspace authority; a
**result-disclosure witness (NEW-19/NEW-20)** — a successor's
content-position origination response and recorded outcome are
asserted to carry, as their entire state-derived content,
exactly the canonical outcome fields
(created row id, resolved parent id, canonical key, payload
digest) and no attribute of any pre-existing record beyond the
resolved parent id, while the response's envelope carries the
request's own correlation ids per contract 5 §4.3 — asserted
present, asserted equal to the request's, and derived from no
stored record — proving origination under the
designation-derived authority discloses nothing further and
still conforms to contract 5's result envelope; a
**post-completion
harmlessness control (NEW-16)** — with the seed sequence fully
complete, the origin is banned and an eligible platform admin B
submits succession: it succeeds with exactly one audit event,
zero grant rows written, and zero hierarchy or content
mutations; B's subsequent attempts to read the seed company, its
children, or their content are refused — proving succession over
a completed sequence confers nothing; a **post-succession replay
(NEW-13)** — after an A→B succession, an admin holding explicit
target-result read authority on the recorded seed targets
derives position 1's tuple afresh from canonical settings state:
the derived payload is asserted byte-identical to the committed
one (digest equality — no payload field ever named the origin)
and the submission replays, returning the recorded outcome; a
**repeat succession (NEW-14)** — A is banned, B succeeds and
commits further prefix, B is then banned, C succeeds and
completes the suffix: each succession appends exactly one event,
every fence row records its true originator (A's rows, B's rows,
C's rows), and the seed set completes; an **empty-prefix
succession (NEW-13)** — the origin is banned after finalize but
before any seed position commits; the successor succeeds
(condition (b) evaluated with no seed record in existence) and
originates the ENTIRE sequence: position 1's committed payload
is asserted byte-identical to a control derivation performed
before the succession (digest equality — the payload names no
account), and the recorded outcome and its same-operation
initial `owner` grant name the successor — asserting the owner
binding follows the acting designation through the outcome, not
the payload; a **succession race** — with the origin banned, two
eligible, §5.2-create-eligible admins submit succession
concurrently: the epoch record serializes them, exactly one
commits and becomes the designated origin with one audit event,
the loser receives the constant-shape refusal (re-evaluated: the
now-current origin is identity-eligible), and the seed sequence
completes exactly once under the winner; a submission that failed before commit
leaves no fence row and its retry executes; two concurrent resumed
runs executing the seed sequence yield exactly one seed set — per
key, exactly one mutation and one mutation audit event exist, and
the losing
submission received the winner's recorded outcome (its access
attributed by the §4.3 replay access event); and with the
winner's transaction forced to abort, the waiting loser finds no
fence row, executes, and commits exactly one mutation and one
mutation audit event. Two envelope-shape witnesses complete the §4.3
coverage: the same raw key submitted to two DIFFERENT operations
executes both independently, each committing its own mutation,
audit event, and fence row — proving uniqueness is the
(operation, key) pair, so a globally key-unique fence fails this
witness; and a fresh submission refused by authorization records
no fence row — the same actor, made eligible, retries the same
(operation, key, payload) and the command executes afresh,
distinguishing an authorization refusal from a pre-commit failure
and proving refusals record nothing.
8. **Actor-matrix witness (§5.2):** post-bootstrap top-level company
creation succeeds for an ordinary authenticated non-admin user
(positive), and is refused for an unauthenticated caller and for a
banned account (identity §7.1's deactivation-as-ban) (negatives),
with contract 2's error classes.
9. **Tab-inheritance witness:** a registered test tab's steps are
subject to the same assertions — its modules fail the §6.1 static
assertion if they access the database directly, its mutations
appear in the §6.1 mapping inventory, a tab re-run making no
changes produces zero new mutations (§6.3 style), and a tab
declaring a mandatory choice is refused while it is unsubmitted
(§6.5 style) — proving §2.4 is enforced by machinery, not
convention.
10. **Enrollment witness:** the enrollment step exists, invokes only the
rank-4 family, and a run that skips it completes with zero
enrollment-family mutations.
11. **Pre-epoch authority and finalize witness (§3.3):** during a
first run, before finalize, canonical state is untouched
(settings-state comparison against the pre-run capture), and an
injected settings-write attempt from the unauthenticated pre-epoch
flow is refused with contract 5 §4.2's **authentication-failure
class** (the caller is unauthenticated, not an
authorized-but-refused actor); the finalize command commits the
admin, the epoch transition, and every carried value in one
transaction, each carried write attributable in audit to the new
admin; the §6.7 inside-finalize injection covers the atomicity
negative.
## 7. Drafting additions (PRD §12.1 disclosure)
Proposed drafting additions, visible here for ratification, each
severable; the step list, mode branching, re-runnability, and seeding
obligations themselves are traced to PRD D4/D11 and the named sibling
contracts and are not additions:
1. Enrollment-step skippability (§3.5) — the PRD step list does not
mark the step optional.
2. The unauthenticated bootstrap-status mode disclosure — the closed
two-field state-derived response content (epoch state plus the
recorded mode value, the latter present during the bootstrap
epoch only), carried in an ordinary contract 5 §4 result DTO
whose envelope echoes the request's correlation ids (§2.3).
3. The **bootstrap finalize command** (§3.3) — an extension of
identity §3's bootstrap surface: one transaction carrying the
first-admin fields, the collected settings, registration-mode, and
JIT values, and the §3.4 seed parameter, committing the carried
writes under the bootstrap writer's amended authority (never by
authenticating the caller as the created admin; §3.3) with
identity §3.5's atomicity extended over them. This item is also a
disclosed, bounded amendment to the §1.1 client-side-composition
rule: the finalize handler is the wizard's single server-side
composed transaction, reachable only while the epoch is open,
witnessed by §6.1's finalize-write inventory. Severable from the
rest of this contract.
4. The idempotency-key field and its same-transaction uniqueness
fence, with the §4.3 replay, collision, no-error-replay, and
concurrency rules — an addition to contract 5 §4's command
envelope, proposed and ratified here, severable from the rest of
this contract. Including the **replay mode**: each keyed
submission declares `actor-bound` (default) or `shared`, the
declaration is recorded in the fence row, and every replay — in
either mode — requires the submitter, freshly authorized with
matching scope and payload digest, to pass the §4.3
target-result authorization: read authority, live at replay
time, on every canonical record the recorded outcome
references, refused otherwise with the constant-shape conflict
that preserves RBAC §7's no-existence-oracle rule. An
actor-bound row additionally requires recorded-actor equality —
never as a substitute for target-result authority — and a
declared-mode mismatch is a collision. Including
the **shared-declaration boundary and canonical-reference
resolution**: `shared` is server-verified against the epoch's
canonical seed key set and its canonical seed tuple set, both
fully derived from the epoch id, the immutable seed-parameter
provenance, and the fixed example set alone — no canonical seed
payload or scope contains a generated id or an account
identifier; child positions reference parents by epoch-scoped
canonical seed role, resolved to canonical rows server-side at
execution, available to exactly the canonical seed tuples — with
a shared declaration outside the key set or off its position's
derived tuple, and any origination past the next unrecorded
position (out of order), refused recording nothing (§4.3). Including the
**seed-boundary gate**: the epoch's seed-origin designation
initially names the first admin the finalize transaction
created and changes only through item 12's succession command;
every submission on a canonical seed key must be the currently
designated account
or hold target-result read authority on the position's recorded
targets, refused otherwise with the constant-shape conflict
evaluated before fence presence — so recorded and unrecorded
worlds are indistinguishable to the refused submitter — and
origination of a missing seed fence is reserved to the
seed-origin account passing the full fresh-mutation
authorization for that seed command, its hierarchy-authority
component satisfied by item 12's designation-derived authority
(§4.3). Including the **replay access event**: a
distinct non-mutation audit event class, appended on every
shared replay, recording the accessing actor, the current
request's correlation ids, and the fence row returned — the
disclosed mechanism by which a replay's access is attributed
without a duplicate semantic mutation event, the fence row and
mutation event immutably retaining the original actor. This
contract declares `shared` for exactly the §3.4 seed sequence —
deterministic, epoch-scoped singletons any eligible,
target-authorized admin must be
able to re-run (§4.1) — and for nothing else.
5. The presentation-and-submission obligation for applicable mandatory
choices on wizard runs (§3.3).
6. The no-server-side-orchestrator architectural constraint (§1.1),
scoped by the single disclosed §3.3 finalize exception (item 3).
7. The wizard-completion-marker presentational-only rule (§1.4).
8. The contract 5 §3.1 rank-6 mapping expansion (§1.1): the rank-6
composition row, which today names only the rank-1 hierarchy and
rank-4 enrollment families, is amended to name all six composed
families — adding the settings command family, the identity
bootstrap and registration surface (including the §3.3 finalize
command, the §4.3 seed-origin succession command, and the §4.3
seed-progress query, so the official-tool mapping and §6.1's
witnesses can omit none of them), the mode reads (contract 6 §2.2 and the §2.3
bootstrap-status field), and the ordinary content commands used for
example seeding — with one mapping row per newly named family.
Without this amendment those operations are unmapped and blocked
under contract 5 §5.
9. The contract 6 §2.2 amendment permitting the single unauthenticated
pre-epoch mode disclosure through the §2.3 bootstrap-status field;
post-epoch, §2.2's authenticated-only rule is unchanged. Second
clause: the pin of the `epoch` field's wire enumeration to exactly
the tokens `open` and `completed` (§2.3) — identity §3 names the
two epoch states in prose but defines no wire values, so this
contract fixes them.
10. The password-only v1 first admin (§3.3) — a disclosed **PRD
deviation (deferment)**: PRD Part I §6's initial-user SSO option
is not implemented in v1. Identity §3.6's SSO variant is not
composed by the v1 wizard, the initial user cannot be SSO-created
or SSO-linked in v1, and SSO first becomes available to accounts
created post-epoch (different users, not a satisfaction of the
initial-user field). The deviation narrows the PRD field for v1
and is severable.
11. The **`bootstrap.seed-company-name`** settings key (§3.1) — the
owning record of the §3.4 seed parameter: written exactly once by
the finalize transaction among the ordinary settings writes, read
through the ordinary settings read surface, and **immutable
thereafter** — the settings family refuses every later write to
the key, from any surface and any actor. The key is seed
provenance for §3.4's derivation; the current company name lives
on the company row and changes only through the ordinary
hierarchy rename (§3.1, witnesses §6.3).
12. The **seed-origin succession command, the designation-derived
origination authority, and the seed-progress query** (§4.3) —
three coupled amendments, proposed and ratified here, severable
together. First, an amendment to identity §3's epoch surface:
one mutating command that redesignates the epoch's seed-origin
to the submitter, valid only while the current origin is
**unavailable** — it fails identity §7.1's
account-unavailability predicate (today exactly the better-auth
ban; future removal or disable contracts must extend that one
predicate and preserve the designation, §4.3) — and the
submitter is an identity-§7.1-eligible platform admin holding
§5.2 top-level create eligibility; both conditions are
evaluated against identity, platform-eligibility, and
epoch-record state only, never against fence rows, recorded
outcomes, grant rows, or hierarchy records, so the command's
outcome, observables, and timing are world-independent
unconditionally (no existence oracle). Refusals are the
constant-shape §4.3 conflict regardless of which condition
failed; success is one audited epoch-record write serialized on
the epoch record, whose closed write set (§6.1) is the
designation update plus its single audit event — it confers no
grant of any kind and grants no tenant authority; ownership
recovery for existing records is expressly out of scope
(§4.3). The command is repeatable (a later unavailable
successor is succeeded the same way), and recorded fence rows
are never rewritten. Second, the **designation-derived
origination authority** — a scoped amendment to the
actor-authorization component of every canonical seed
position's owning command family, each amended surface named
expressly: contract 2 §4's parent-`owner` and top-level
hierarchy-authority evaluation (the company, estate, project,
and workspace positions); RBAC §§23's workspace-content
authorization evaluation (the ordinary example-content
positions); the native-kanban SOT's workspace-scoped
command authorization (REQ-TEN-001, Amendment A1 §8.1.3) for
the kanban example positions; and — because RBAC §1 declares
its three authority layers (platform role, hierarchy grants,
workspace membership) exhaustive and "none substitutable" —
RBAC §1 itself, amended with a narrow ratified exception: for
exactly the mechanical scope below, the epoch's current
designation is a fourth, disclosed authority source, and
outside that scope §1's exhaustive rule stands unchanged, the
designation substituting for no layer on any other surface,
key, or command. For exactly the fresh
origination of a currently-unoriginated canonical seed
position, the epoch record's current designation itself
satisfies that one component; the scope is mechanically
decidable per submission — current designation, next
unrecorded canonical position, exact server-derived tuple,
in-order fresh origination — and every other component of each
family's evaluation (validation, §5.2 eligibility, identity
§7.1 eligibility, collision and replay rules) is evaluated
fresh and unchanged. It confers no read authority, no replay
authority, no standing grant, no authority over any committed
record, and nothing outside the canonical seed key set; it is
evaluated per submission and writes nothing beyond the
command's own canonical writes; and a successful origination's
response and recorded outcome are bounded, in their
state-derived content, to exactly the
command's canonical outcome fields (created row id, resolved
parent id, canonical key, payload digest) — the §4.3
result-disclosure boundary, whose responses remain ordinary
contract 5 §4 result DTOs carrying the mandated non-state
correlation envelope, amending nothing in contract 5. Third,
the **seed-progress query**
(§4.3) — an addition to contract 5 §4's command-envelope
surface, the owning contract of the item 4 fence table whose
recording existence it reads:
one mapped read surface whose result DTO conforms to contract
5 §4.1/§4.3 (explicit DTO, correlation echoed) and whose
state-derived content is only the closed §4.3 discriminated
union — the epoch's next unrecorded canonical position index
(`next`) or the typed completion variant (`complete`) —
authorized for exactly the current designation, the
screening evaluated before any fence state with every
non-designated submitter refused with the constant-shape
conflict byte-shape-identically across recorded and unrecorded
worlds; its closed read set (the designation plus
position-committed existence flags, §6.1) covers no recorded
outcome, no grant state, and no content, and it writes
nothing. Together these make origin loss recoverable with no
escalation surface and no oracle: without the succession
command a banned seed-origin account strands the unoriginated
seed suffix; without the generalized authority the suffix's
content positions refuse for a grant-less designation; and
without the query no fresh designated client can locate the
suffix at all — each contradicting PRD D4's no-lock-in
requirement (§4.4).
## Ruling request — RULED AGREED (Jason, 2026-08-27; Amendment 1)
The §5.2 decision below was ruled agreed: open eligible-user creation
stands (yielding private companies per Amendment 1), and the
"alternative if rejected" did not take effect. The request is retained
below as historical record of what was put to ruling; it is no longer
live.
Ratify sections 17 as written, with one decision embedded:
- Decision (§5.2): post-bootstrap, any eligible platform user
(authenticated, not banned — identity §2/§7.1) may create a top-level
company, naming an initial `owner` grant (default: self) in the same
audited operation. Basis: PRD Part I §4 "Users can create N
companies, N estates, N projects" read as end-user capability, not
admin-only. Alternative if rejected: top-level creation stays
deny-by-default and becomes a platform-admin-granted capability in a
later contract — nothing in this contract or contract 2 breaks
either way, because deny-by-default is the resting state (contract 2
§3.1).