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govoplan-core/docs/AUTOMATION_CONTRACTS.md

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# Automation Contracts
Core defines provider-neutral automation contracts. It does not own domain
schedules, Workflow graphs, or Dataflow execution.
## Invocation Envelope
`AutomationInvocation` classifies a start as `manual`, `api`, `schedule`,
`event`, `workflow`, `dependency`, `retry`, or `backfill`. It carries opaque
trigger and delivery references, event identity, correlation and causation
IDs, scheduled time, requesting actor, and bounded metadata. Domain runs store
this envelope with their immutable definition revision.
## Current Authorization
An automated trigger must not persist a user session, bearer token, API key,
or a snapshot of all current permissions. It stores:
- tenant, account, and membership IDs;
- an opaque authorization reference;
- the minimum scopes required by the pinned definition and output target.
At delivery time the optional
`auth.automationPrincipalProvider` capability resolves current account,
membership, role, group, function, and delegation state. It intersects current
authorization with the stored grant. Missing, inactive, or reduced
authorization blocks the delivery before effects occur.
## Definition Governance
The optional `policy.definitionGovernance` capability evaluates `view`,
`edit`, `run`, `reuse`, `derive`, and `automate` for system, tenant, group, and
user definitions. A decision contains an ordered source path and effective
limits. Derived definitions pin their source revision and hash and retain
ancestor ceilings. Templates are reusable definitions and cannot run on their
own.
Without Policy, domain modules use a conservative tenant-local fallback:
local definitions remain viewable/editable and active complete flows may run;
inheritance, reuse, derivation, and automation are unavailable.
## Delivery Durability
Domain trigger implementations persist idempotent deliveries before running.
`emit_platform_event` binds event delivery to the producer's SQLAlchemy
transaction. When an enabled module provides `platform.eventOutbox`, the event
is stored in that transaction and a dispatcher may retry it across restarts and
workers. The Audit module provides the current SQL outbox implementation; the
Celery `govoplan.events.dispatch_outbox` task drains it through the Dataflow
event-ingestion capability and the local event bus.
The outbox capability remains optional so reduced module combinations can
start. Without it, Core queues events on the SQLAlchemy transaction and
publishes them to the process-local bus only after the outer commit. A rollback,
including a nested savepoint rollback, discards the corresponding events. This
fallback is suitable for local or non-critical reactions, but it is not a
durable multi-worker automation source. Deployments that rely on event-triggered
work must enable the outbox provider and run the `events` worker queue and
periodic dispatcher.