Why: the U4 branch is 89 commits behind main, which now carries the shared
document renderer, two-trees project work, the SQLite instance guard and
exec env layers (PR #209 merged as c76d8bd); it conflicted in storage
migrations, host capabilities and the extension surface. The user authorized
syncing U4 after the renderer line on 2026-10-18.
Evidence: content is the agent-exec transport 3b64eb5 (cursor worker, unit
backend-iam-u4-onto-main-c76d8bd-r1, run on a checkout whose tree equals main,
receipt /tmp/cleanup-20261018/render/u4-backend-onto-run.json, SELF). Host
check: main migrations 1-48 unchanged (migrate.go has no deleted lines versus
main), U4 migrations moved from 35-36 to 49-50 with identical SQL,
surface.txt is the sorted union, deps stay at main's pins.
Impact: databases that ran unmerged U4 builds with the old numbering must be
recreated. SurfaceVersion becomes 2.25.0-experimental. Main's admin password
account creation now requires the system.users.create action like the other
U4 account writes.
Refs: Backend main c76d8bd, PR #209
Co-authored-by: Cursor <cursoragent@cursor.com>
Why: System, role, and project entry permissions need explicit actions instead of a single administrator flag or unrestricted project creation.
Evidence: The full Backend test suite passed, including role APIs, action isolation, project.create denial/allow, storage migration coverage, and account write fences.
Impact: Adds versioned role and grant endpoints, maps account actions to explicit permissions, and requires project.create authority.
Refs: Focused role and permission system task 3
Why: Account disable could be followed by late Backend business writes, API key creation could implicitly create users, account bootstrap locks could invert, and directory cursors were process-local or leaked out-of-scope changes.
Evidence: Local go test ./... and isolated PostgreSQL package suites passed on the staged candidate; exact committed-head SELF replay and stage 6 human review remain pending.
Impact: Adds final account transactions and external-effect checks across HTTP, Host, Bus and run manager; tightens API key issuance and persists versioned cursor signing. Delegated RDM rename still needs the separately proposed real-operator contract, so A1 and stage 6 are not complete.
Refs: Documents U3 r1, approved A1-A4 amendment fb3a821, pending delegated-projection amendment 5783940, Dev feature/iam-u3-account-directory-recovery.
Why: Historical full sessions could reach self-profile actions, and a lost recovery response had no safe idempotent retry contract.
Evidence: SELF receipts /tmp/iam-u3-full-password-profile.json, /tmp/iam-u3-recovery-idempotent-sqlite.json, /tmp/iam-u3-recovery-idempotent-pg.json, /tmp/iam-u3-account-sse-pass.json, /tmp/iam-u3-backend-idempotent-all.json, and /tmp/iam-u3-backend-idempotent-pg.json.
Impact: Profile actions require a password-authenticated full cookie; duplicate owner confirmation or rotation returns status without plaintext; an active SSE stream stops before its next business frame after disable.
Refs: IAM U3 r1 stages 4-5; Dev feature/iam-u3-account-directory-recovery
Why: Administrator-issued password and login-key paths could take over target accounts, while old credentials and plugin handles ignored current account state.
Evidence: SELF receipts /tmp/iam-u3-backend-all-replay.json, /tmp/iam-u3-backend-final-pg-core.json, /tmp/iam-u3-backend-build.json, and focused HTTP/concurrency receipts in /tmp/iam-u3-*.json.
Impact: Adds trusted pending-account initialization and reissue, preexisting owner-session proof, proposal/rotation/grant transactions, server-side admin search, current Host guards, and legacy HTTP/CLI closure. Production cutover and downstream pins remain pending.
Refs: IAM U3 r1 stages 4-5; Dev feature/iam-u3-account-directory-recovery
Why: Disabled accounts and mixed credentials could continue to authenticate, while web creation accepted passwords and administrator privileges.
Evidence: SELF receipts /tmp/iam-u3-u2-store-sqlite-green.json, /tmp/iam-u3-u2-store-pg-regression.json, and /tmp/iam-u3-u2-server-sqlite-green.json.
Impact: Adds versioned enable/disable, revokes existing handles, protects the last operable manager, and exposes pending-account/profile APIs. Recovery proposal and legacy-entry closure remain in U3-4.
Refs: IAM U3 r1 stages 4-5; Dev feature/iam-u3-account-directory-recovery
Why: The login recovery contract leftovers and KTD12/KTD14 require:
concurrent same-name account creation must not overwrite the winner,
first-admin bootstrap must serialize across processes, the redeem
endpoint backoff must be shared across instances, revoked API keys
must close established SSE streams, and CLI credentials need an
env-DSN path plus a non-interactive 0600 file delivery mode.
Evidence: go test ./... green; new tests cover 16-way concurrent
create (1 win/15 conflict, winner credentials intact), 8-way
concurrent bootstrap (single admin, refuse takeover after), redeem
guard shared across two store handles on one DB, SSE stream closed
after key revocation within the recheck window, and HTTP 429 after
the failure cap (SELF worktree run; CI is the GATE, PG via test-pg).
Impact: Migration v29 (redeem_attempts); CreateAccount becomes a
single-row INSERT with unique-violation conflict; BootstrapFirstAdmin
advisory-locks (PG) / rechecks (SQLite) and commits admin+key+audit in
one transaction; SSE revalidation covers API-key streams; redeem
backoff moves to the shared DB; CLI gains AGENT_SYSTEM_DSN fallback
and --out file delivery for create/reset-password/issue-login-key/
bootstrap-admin.
Refs: docs/svc-deploy/2026-10-13-login-recovery-contract.md leftovers;
proposal r2 KTD12/KTD14/R5/R11.
Why: The login recovery contract (2026-10-13) requires admin-issued
one-time keys, in-transaction revalidation of restricted sessions, a
login race guard, and audited password writes; the previous
implementation validated sessions outside the change-password
transaction and let stale password verifications create sessions.
Evidence: go test ./... green (SQLite); store tests switch to
openTestStore so the CI test-pg job covers real PostgreSQL, including
100-way concurrent redeem single-winner and auth-version race cases
(SELF, local run).
Impact: New migration v28 (users/sessions.auth_version,
account_events). New admin endpoints POST/GET
/api/admin/users/{owner}/login-keys and DELETE
.../login-keys/{id}. Login binds session creation to the verified
auth version and creates restricted sessions for must-change accounts;
redeem gains per-IP backoff; cookies gain Secure under TLS; active
change-password and admin/CLI resets become single transactions that
bump auth_version, revoke keys and sessions, and write audit events.
Refs: modules/documents/docs/proposals/2026-10-12-svc-unified-deploy-and-login-key.md r2; Dev task feature/svc-login-recovery-flow
Why: passwordless activation/recovery must redeem only into a
set-password session; account ops must not create empty stores.
Evidence: SELF go test store/server login-key and OpenExisting cases.
Impact: auth middleware gates; CLI user create defaults to activate key.
Refs: docs/svc-deploy/u4-one-time-login-key.md
Co-authored-by: Cursor <cursoragent@cursor.com>
Why: the approved plan U3 (KTD3/KTD7/KTD10 plus minimal recovery isolation) requires concurrent submits to not silently overwrite, unknown-side-effect runs to never auto-resume, and the shared rate limiter to degrade conservatively instead of failing open.
Evidence: full backend suite green twice-relevant paths against real PostgreSQL 18.6 and Redis (isolated instance) and on SQLite; new tests - card_version_test (concurrent single winner), recovery_hold_test + recovery_holds_test (skip/release/fail-closed CRUD), ratelimit atomic-window and degraded-fallback tests.
Impact: AppendMessageWithRequest now allocates seq under the conversation advisory lock in one transaction; activity_cards gain version (v19) with SaveCardVersioned/GetCardVersion/CardVersion and cardsvc user mutations (status/pin/action/resolve-by-ref) return 409-mapped conflicts while system mirrors keep blind writes; recovery_holds (v20) with admin list/release endpoints and fail-closed resume skip; Redis limiter uses one Lua INCR+PEXPIRE script and falls back to a per-instance limit with a Degraded counter.
Refs: proposals/2026-10-11-collaboration-storage-and-distribution.md U3 KTD3/KTD7/KTD10; R3/R6/R7/R8.
Why: the user ruled out self-registration (2026-09-30): accounts are
created only by admins who set an initial password; first login (and
first login after any admin reset) must force a password change.
Evidence:
- migration v10 auth_accounts (users password/must_change/is_admin +
sessions table; upgrade test walks v1<->v10 both directions).
- argon2id hash/verify with PHC encoding; store tests cover hash
roundtrip, duplicate-owner conflict, must-change lifecycle, session
keep/except semantics.
- e2e TestAdminAccountFlow: static login page reachable without auth,
wrong password 401, login sets HttpOnly cookie + mustChangePassword,
admin creates user (409 on duplicate), non-admin create 403, forced
change clears flag and old password dies, admin reset revokes sessions
and re-arms forced change, API-key channel untouched, 5-fail backoff
429, logout kills session. Full go test ./... green.
Impact: middleware now accepts Bearer key OR session cookie and exempts
static + /api/auth/login (also fixes the latent case where the login
page itself could 401). Embedded no-auth mode unchanged.
Refs: proposal 2026-09-30-ui-redesign-and-auth.md section 5 (admin-issued
variant, user decision 2026-09-30)
agent-exec-transport
weichen