Add governed automation contracts
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docs/AUTOMATION_CONTRACTS.md
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# Automation Contracts
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Core defines provider-neutral automation contracts. It does not own domain
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schedules, Workflow graphs, or Dataflow execution.
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## Invocation Envelope
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`AutomationInvocation` classifies a start as `manual`, `api`, `schedule`,
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`event`, `workflow`, `dependency`, `retry`, or `backfill`. It carries opaque
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trigger and delivery references, event identity, correlation and causation
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IDs, scheduled time, requesting actor, and bounded metadata. Domain runs store
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this envelope with their immutable definition revision.
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## Current Authorization
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An automated trigger must not persist a user session, bearer token, API key,
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or a snapshot of all current permissions. It stores:
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- tenant, account, and membership IDs;
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- an opaque authorization reference;
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- the minimum scopes required by the pinned definition and output target.
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At delivery time the optional
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`auth.automationPrincipalProvider` capability resolves current account,
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membership, role, group, function, and delegation state. It intersects current
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authorization with the stored grant. Missing, inactive, or reduced
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authorization blocks the delivery before effects occur.
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## Definition Governance
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The optional `policy.definitionGovernance` capability evaluates `view`,
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`edit`, `run`, `reuse`, `derive`, and `automate` for system, tenant, group, and
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user definitions. A decision contains an ordered source path and effective
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limits. Derived definitions pin their source revision and hash and retain
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ancestor ceilings. Templates are reusable definitions and cannot run on their
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own.
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Without Policy, domain modules use a conservative tenant-local fallback:
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local definitions remain viewable/editable and active complete flows may run;
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inheritance, reuse, derivation, and automation are unavailable.
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## Delivery Durability
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Domain trigger implementations persist idempotent deliveries before running.
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The existing `PlatformEvent` bus is process-local and is not a durable
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automation source. A transactional Core event/outbox bridge is still required
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to guarantee capture across commits, restarts, and multiple workers. Until
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that bridge exists, direct event ingestion must be authenticated, tenant
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scoped, and limited to public or internal event envelopes.
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@@ -13,6 +13,7 @@ consistent while each module still owns its domain rules.
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| RBAC/access policy | `govoplan-access` | access capabilities in `govoplan_core.core.access` | Permission decisions should use access capability contracts. Explain responses should adopt `PolicyDecision` when an API-level explanation is added. |
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| Governance defaults | `govoplan-admin` plus `govoplan-access` materializer | admin settings, governance template routes, access materialization capability | System governance can block tenant-local groups, roles, and API keys. |
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| Delegation and ownership policy | access/campaign/mail/files modules | capability checks and owner-scoped APIs | Source provenance should use this contract when policies become externally explainable. |
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| Definition governance | `govoplan-policy` | capability `policy.definitionGovernance` | Resolves view, edit, run/start, reuse, derive, and automate for system, tenant, group, and user Dataflow/Workflow definitions. |
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## Policy Decision
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@@ -111,6 +112,20 @@ matching compatibility DTOs only for its legacy admin surface. Admin overview
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responses remain module-local because the same counters are exposed from
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different menu contexts and are not yet a separately versioned platform API.
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## Definition Governance
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Dataflow and Workflow submit a `DefinitionGovernanceRequest` using only stable
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scope, principal, status, definition-kind, and limit fields. Policy returns a
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standard `PolicyDecision`. System definitions may be inherited as read-only;
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group and user definitions are visible only in matching contexts. Templates
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may be viewed and derived but never run or automated. A derived definition
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passes its pinned ancestor limits back through the request context, and Policy
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applies those limits as ceilings rather than defaults that can be broadened.
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When the capability is absent, modules must not silently emulate cross-scope
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inheritance. Their conservative fallback is limited to local tenant
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definitions and disables reuse, derivation, and automation.
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## Frontend Contract
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Policy UIs must:
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