Session Handoff — 2026-05-05-b

Trigger: post-PR-#1751 canonical-truth sync (sync PR #1752, merge commit recorded after merge). Filename suffix follows docs/dev/HANDOFF_TEMPLATE.md Usage Notes (handoff-YYYY-MM-DD-b.md) for same-day handoffs.

Session Goal

Sync ICN canonical project truth (docs/STATE.md, docs/PHASE_PROGRESS.md, docs/registry.toml, docs/DOCUMENT_REGISTRY.md, latest handoff) with PR #1751 (docs(ideas): name Democratic Authority Primitives (idea-0020 + framing brief)) — which merged on 2026-05-05 at 19:33 UTC, after the morning sync PR #1750 had already declared canonical state. This is a narrow doc/control-plane sync; the next pre-RFC architecture move is deliberately left unselected so the next session can pick from updated canonical truth.

Decisive Test

Can a new organizer enter the system mid-cycle, switch into the right scope, see the summit's current phase, understand what was decided, know what is blocked, receive their obligations, trace why they exist, and continue the work without private oral history?

Unchanged from the 2026-04-15 handoff. Every move is judged against whether it makes that more answerable.


Final State (Verified)

main HEAD

21bb5a14 docs(ideas): name Democratic Authority Primitives (idea-0020 + framing brief) (#1751)

Open PRs

PR Branch State CI Status Blocker
#1752 docs/sync-post-1751-democratic-authority-primitives OPEN at sync write-time 11/11 required checks SUCCESS; claude-review SUCCESS on the rerun-resilient surface; substantive Codex (1) + Copilot (5) review findings addressed in a narrow follow-up commit; review surfaces re-inspected before merge review pass + merge
#1736 dependabot/npm_and_yarn/sdk/typescript/dev-dependencies-99611381d0 OPEN Dependabot dev-deps; not on critical path maintainer disposition
#1735 dependabot/npm_and_yarn/web/pilot-ui/dev-dependencies-f805b103c2 OPEN Dependabot dev-deps; not on critical path maintainer disposition

Open coordination/control issues (not implementation)

Issue Title
#1748 milestone(process): define Institutional Process Substrate (epic:arch-invariants + type:spec)
#1746 milestone(showcase): make NYCN organizer rehearsal operable before first presentation
#1744 ci(review): make substantive AI review findings merge-gating

All three are unchanged from the morning 2026-05-05 handoff.

Branches

  • docs/sync-post-1751-democratic-authority-primitives — local + remote, head 9ba32969 (initial sync commit) advanced by a narrow follow-up commit that addresses Codex (1) + Copilot (5) review findings; this handoff lives on the post-fix head. Check gh pr view 1752 --json headRefOid to confirm the post-fix SHA before resuming.
  • main — origin/main at 21bb5a14 (post-#1751) at sync write-time.

Validators (actual observed outputs from this session)

  • git diff --checkdiff-check ok (clean).
  • python3 ops/ideas/validate_ideas.pyok (20 idea(s)).
  • python3 .github/scripts/compliance_linter.pyScanned 107 files / No compliance violations detected!.
  • python3 docs/scripts/doc_control_check.py --repo . --registry docs/registry.toml --strictOK: doc control check passed (775 docs markdown files under docs/); 36 enforcement warnings. Markdown files under docs/ advanced 774 → 775 (+1 for this new handoff). The 36 enforcement warnings are pre-existing yaml-mismatch / classification-debt noise on unrelated files (docs/ai/*, docs/architecture/INSTITUTION_PACKAGE_BOUNDARY.md, docs/design/*, docs/development/testing/governance-proof-layers.md, docs/onboarding/*, docs/planning/*, docs/plans/*); none implicate STATE.md, PHASE_PROGRESS.md, registry.toml, DOCUMENT_REGISTRY.md, or this handoff file. Validators were rerun after the review-fix follow-up commit and remained green.

Rust verification (cargo check --workspace) was not run as part of this sync — this PR's stated validation is docs/python-only. The Rust workspace was last confirmed compiling at the morning preflight on 2026-05-05 against pre-#1751 main; that is not a current-state claim for 21bb5a14.


What Changed

1. Recorded #1751's landing in canonical truth

PR #1751 (docs(ideas): name Democratic Authority Primitives (idea-0020 + framing brief)) merged at 2026-05-05 19:33 UTC as commit 21bb5a14 after the morning sync (#1750, merged 14:55 UTC) had already declared canonical state. The handoff docs/dev/handoff-2026-05-05.md and the morning sync edits to STATE.md / PHASE_PROGRESS.md therefore listed Democratic Authority Primitives as "next pre-RFC architecture move (not started in this sync)" — language now stale relative to main.

2. STATE.md truth-sync (docs/STATE.md)

  • Last Reviewed: 2026-05-05 unchanged (same calendar day as morning sync).
  • Added a 2026-05-05 (post-#1751) sync-edit comment block at the top, immediately before the existing 2026-05-05 (post-#1734/.../#1749) block. Records the single landing (#1751) and explicit non-claims (no runtime, no schema, no contract URN, no ADR, no RFC, no implementation issue, no Phase 2 status change, no formal NYCN pilot, no live federation, no live cloud sync, no K3s/DNS/Forgejo mutation, no private-data handling).
  • Appended #1751 as the top row of the "Recently merged (since 2026-04-15)" table.
  • Updated the "Current status (2026-05-05 snapshot)" paragraph: replaced the "next pre-RFC architecture move is Democratic Authority Primitives ... not started in this sync" sentence with the post-landing language — Democratic Authority Primitives framing landed in #1751 as idea-0020; next pre-RFC architecture move is not yet selected; this sync deliberately preserves optionality for the next session. Enumerated four candidate-next-move classes (descriptively): (1) idea-0020 read-model composition slice (DAP brief's [x] next artifact, §17 follow-ups); (2) idea-0019 runtime dogfood toward receipt-backed promotion (one of four #1748 acceptance gates); (3) one of the remaining #1748 process-control gates (visibility/privacy-boundary run, accessibility-gate ProcessGateResult, or Q1/Q3/Q4 triage); (4) another sync/control cleanup or one of the DAP §17 follow-up framing briefs (CCL hook-point catalog; expert/advisory across institution types; conflict object model connecting ConflictDisclosure to idea-0016/ADR-0029; federation tally semantics composing RepresentationMandate with #1609; delegation runtime gated on #1632).
  • Inserted a new "Democratic Authority Primitives framing" bullet block at the top of "What landed since Phase 1 (Charter Engine)", with the full primitive enumeration and orthogonality-with-idea-0019 claim.
  • Extended the References block with ops/ideas/framing/democratic-authority-primitives.md and pointed the latest-handoff reference at this file (docs/dev/handoff-2026-05-05-b.md).

3. PHASE_PROGRESS.md truth-sync (docs/PHASE_PROGRESS.md)

  • Last Updated: 2026-05-05 unchanged.
  • Added a 2026-05-05 (post-#1751) sync-edit comment block summarizing the landing and confirming Phase 2 status remains ⏳.
  • Extended the Phase 2 deliverables list with one [x] entry crediting idea-0020 framing — same scope discipline as the existing seven [x] entries: pre-RFC framing only, no runtime, no schema, no contract URN, no ADR, no RFC, no implementation issue. Promotion-to-RFC threshold for idea-0020 is named (read-model composition slice with idea-0019, runtime dogfood emitting at least one receipt, real visibility/privacy-boundary run, accessibility-gate ProcessGateResult on a real surface, and one of Q1 or Q5 resolved in writing per the brief's §16.1 — deferral is not sufficient for the RFC gate; the resolved-or-deferred standard at §16.3 applies only to the broader runtime-justification threshold). None of those follow-ups is started in this sync.
  • Added a 2026-05-05 (post-#1751) entry to "Decisions Made" recording the framing landing, the orthogonal-to-idea-0019 stance, the unchanged Phase 2 partner gate, and the explicit "next move not yet selected" stance with the same four-class candidate enumeration as STATE.md.

4. Registry refresh (docs/registry.toml and docs/DOCUMENT_REGISTRY.md)

  • [docs."docs/STATE.md"] last_updated and last_reviewed already at 2026-05-05 from the morning sync — no change needed (same calendar day).
  • No new explicit [docs."..."] rows were added in this PR. Files under docs/dev/ (including this handoff) and ops/ideas/framing/democratic-authority-primitives.md (which lives outside docs/) participate in the merged registry/doc-control scan via the existing [[doc_path_defaults]] rules — they are covered by the registry without per-file overlay rows. None needs a new explicit row to land cleanly under the current control plane.
  • Regenerated docs/DOCUMENT_REGISTRY.md (human summary companion to registry.toml) via python3 docs/scripts/doc_control_check.py --repo . --registry docs/registry.toml --write-document-registry docs/DOCUMENT_REGISTRY.md to reflect the corpus delta after adding this handoff: Markdown files under docs/ advances 774775 (only the new handoff under docs/dev/; the framing brief lives under ops/ideas/, not docs/). descriptive count advances 436437. No truth-class reassignments.

5. New session handoff

  • This file (docs/dev/handoff-2026-05-05-b.md) replaces docs/dev/handoff-2026-05-05.md as the latest handoff. The morning 2026-05-05 file is preserved verbatim as a historical artifact; both share the date and are disambiguated by the -b suffix per docs/dev/HANDOFF_TEMPLATE.md Usage Notes.

What's Open

The next session picks one of these from updated canonical truth. None is selected here.

  • idea-0020 read-model composition slice — the DAP brief's explicit [x] next artifact (§17 follow-ups). A read-model fixture walk that composes AuthorityBasis, ParticipationRole, FacilitatorSummary, ConflictDisclosure, MinorityReport, and a small DeliberationContext against the merged idea-0019 read-model fixture walk (ops/ideas/dogfood/institutional-process-substrate-mvp.md). Pre-RFC. No schema. No URN. No runtime. Per ops/ideas/README.md § "Dogfood slice variants", a read-model fixture walk does not satisfy receipt-backed promotion thresholds.
  • idea-0019 runtime dogfood slice — one of four #1748 acceptance gates. Emits at least one of eight named ProcessTransitionReceipt classes (ProcessSessionOpenedReceipt, DeliberationEntryRecordedReceipt, DecisionRecordedReceipt, ActivationCrossedReceipt, MutationPlanRecordedReceipt, MutationAppliedReceipt, EvidencePacketProducedReceipt, ProcessGateResultReceipt) under the existing ADR-0026 envelope. Required for receipt-backed promotion of idea-0019 to RFC.
  • idea-0019 visibility/privacy-boundary run — one of four #1748 acceptance gates. A real run with redaction in evidence export, walking a DeliberationEntry visible to body A but not to body B.
  • idea-0019 accessibility-gate ProcessGateResult on a real surface — one of four #1748 acceptance gates. Produced through docs/design/ORGANIZER_MEMBER_ACCESSIBILITY_GATE.md checklist applied at PR time on a real surface.
  • idea-0019 open-question triage — one of four #1748 acceptance gates. At least one of Q1 (ProcessTargetRef polymorphism), Q3 (DeliberationEntry kind taxonomy), or Q4 (HumanDecisionSet vs proposal/vote) resolved or explicitly deferred in writing.
  • DAP §17 follow-up framing briefs — pre-RFC, decompose-only. Listed in the DAP brief: CCL hook-point catalog; expert/advisory across institution types; conflict object model connecting ConflictDisclosure to idea-0016/ADR-0029; federation tally semantics composing RepresentationMandate with #1609; delegation runtime gated on #1632.
  • NYCN steward-facing communication-groups directory tool (NYCN #33) — verify status before reading; not in this repo. Carried forward from the morning handoff.

Unsafe Assumptions

  • This sync trusts that PR #1751's framing brief and idea-0020 row are themselves internally consistent; they were merged less than two hours before this sync. Their content was not re-audited line-by-line during this sync (the morning handoff and PR #1751 review are the audit record).
  • The "Open PRs" section trusts gh pr list --state open --limit 20 at the time of this sync. Dependabot may open additional dev-dependency bumps before the next session.
  • docs/strategy/NYCN_PHASE_2_PILOT_REHEARSAL_GATE.md is referenced as the canonical Phase 2 gate; its content was not re-read in this sync (only its name was).
  • The 36 pre-existing docs/ai/*, docs/architecture/INSTITUTION_PACKAGE_BOUNDARY.md, docs/design/*, docs/development/testing/governance-proof-layers.md, docs/onboarding/*, docs/planning/*, and docs/plans/* doc-control-check warnings are treated as baseline noise; none was introduced or aggravated by this sync.

Next Move

  1. Open this sync PR — docs(state): sync Democratic Authority Primitives landing and agent handoff against main from docs/sync-post-1751-democratic-authority-primitives.
  2. Address any AI/Copilot/Claude/Codex review findings as merge-gating per #1744 policy. Distinguish substantive findings from infra/quota terminal failures before merging. Classify any flaky CI failures (e.g. the recurring coop_core::store::tests::test_treasury_nonce_survives_reopen sled-lock contention) as unrelated infra and rerun once before touching code.
  3. Merge the sync PR. Pull main.
  4. In a fresh session, the operator picks one of the candidate next moves from "What's Open" above. The user's standing guidance is:
    • Do not auto-pilot to idea-0019 runtime dogfood unless current canonical docs (after this sync) name it as the next move. They do not (this sync explicitly leaves the next move unselected).
    • Do not start runtime dogfood, schema work, RFC promotion, ADR work, implementation work, NYCN work, website work, or new architecture without explicit user direction.
    • The DAP idea-0020 read-model composition slice is the most directly named candidate (the brief's own [x] next artifact), but it is not auto-selected; the operator confirms before starting.
  5. Whatever the next session picks, it operates against canonical truth current as of 21bb5a14 (or whatever HEAD is after this sync merges).

Architectural Decisions

No architectural decisions were ratified in this sync. The sync only records:

  1. PR #1751 merged; idea-0020 Democratic Authority Primitives framing is now in the idea refinery. Doc/control-plane and idea-refinery only.
  2. Authority Primitives compose orthogonally with the Institutional Process Substrate (idea-0019); the spine names what gets processed, the primitives fill the spine's records with authority and context typing.
  3. The "next pre-RFC architecture move" is deliberately unselected in canonical truth so the next session picks from a freshly synced surface rather than from stale morning-sync language.

Verification Commands

git status --short
git branch --show-current
git fetch origin main
git log --oneline -10 origin/main
gh pr list --state open --limit 20
gh issue view 1748 --json number,title,state,labels,body
gh issue view 1746 --json number,title,state,labels,body
gh issue view 1744 --json number,title,state,labels,body
python3 ops/ideas/validate_ideas.py
python3 .github/scripts/compliance_linter.py
python3 docs/scripts/doc_control_check.py --repo . --registry docs/registry.toml --strict

Truth-Plane Notes

  • Declared project truth: STATE.md and PHASE_PROGRESS.md updated in this PR; both are now current as of 2026-05-05 (post-#1751). Both retain the full record of the morning sync verbatim — this sync only adds a new comment block, a single table row, a paragraph rewrite, a single [x] deliverable, and a single Decisions-Made entry.
  • Implementation truth: no kernel, runtime, gateway, ledger, governance, or SDK code was inspected or changed in this sync. No cargo check/cargo build/cargo test was run as part of this sync. This PR's stated validation is docs/python-only; do not infer current Rust workspace status from this handoff. Any future cross-checking of compile state against 21bb5a14 should be re-run explicitly.
  • Execution truth: branch docs/sync-post-1751-democratic-authority-primitives carries this sync; main HEAD 21bb5a14; open PR queue limited to Dependabot at sync time plus this sync PR.
  • Narrative truth: framing brief (ops/ideas/framing/democratic-authority-primitives.md) and idea row (ops/ideas/ideas.yaml#idea-0020) were read and confirmed to match the doc-sync language in this PR. NYCN-side narrative was not re-loaded.
  • Known conflicts: none introduced by this sync. Pre-existing yaml-vs-registry drift on docs/ai/*, docs/architecture/INSTITUTION_PACKAGE_BOUNDARY.md, docs/design/*, docs/development/testing/governance-proof-layers.md, docs/onboarding/*, docs/planning/*, and docs/plans/* remains; that cleanup is out of scope here and is named in "What's Open" as a possible candidate next move (Class 4: another sync/control cleanup).