WP4: Lifecycle/closure semantics — succeeded disposition, closed requirements, closure receipt

[marcusglee11]

WP4: Lifecycle/Closure Semantics Design

Source: docs/audit/LIFEOS_AUTHORITY_AUDIT_RESULT_2026-04-27.md §G (G1-G6), §C-016, STATE-002, OD-AUDIT-002

Status: design packet — DO NOT IMPLEMENT UNTIL CEO APPROVES

---

Problem

succeeded is currently readable as terminal success, creating a false-closure risk (C-016, BLOCKING). The Target Architecture has useful work-order states but under-specifies the review-return and closure gap.

---

Decision: succeeded disposition (OD-AUDIT-002)

succeeded is a worker result event, not terminal closure.

Option	Effect
A: Rename to worker_succeeded	Makes worker-result intent explicit; low migration effort
B: Keep succeeded but add non-terminal documentation	Preserves state names; doc-only — NOT recommended alone
C: Replace succeeded with review_returned	Aligns with corrected G2 state machine; worker result → review/validation → closure

Recommended: C — aligns with audit corrected lifecycle. If too aggressive: A as transitional step.

---

closed requirements

closed = terminal accepted completion state. Not reachable directly from running or review_returned. Requires:

1. All required validators/gates passed (or explicitly overridden by valid CEO receipt)
2. PR/commit/artifact/test refs for build work
3. Review disposition for reviewer-requested changes
4. Reconciliation receipt for projection/tracker conflicts (if applicable)
5. Open-decision list for unresolved issues
6. Valid closure receipt (see below)

Transition path: review_returned → under_validation → closed

Prohibited shortcuts:

• running → closed (no review/validation/closure receipt)
• review_returned → closed without under_validation

---

New Schema: closure_receipt.v1

closure_receipt.v1:
  receipt_id: string       # clr_<ISO timestamp>_<work_order_id>
  work_order_id: string
  issue_id: string?
  previous_state: string
  new_state: string        # always closed
  closed_by: string
  closed_by_role: active_coo | ceo_authorized_operator
  validators_passed: [string]
  approval_refs: [string]
  artifact_refs: [string]
  pr_refs: [string]
  test_result_ref: string?
  reviewer_packet_refs: [string]
  unresolved_decisions: [string]
  reconciliation_ref: string?
  state_hash: string       # hash of lifecycle state record at closure time
  closed_at: datetime

Evidence bundle accompanies receipt: validator receipts, PR/commit refs, test summary, review packets, reconciliation receipts.

Implementation: ClosureReceipt dataclass in runtime/orchestration/coo/closure.py. Stored in artifacts/receipts/closure/.

---

New Schema: lifecycle_state.v1

Add to artifacts/coo/schemas.md:

lifecycle_state.v1:
  work_order_id: string
  issue_id: string?
  state: string
  previous_state: string?
  state_version: integer
  state_updated_at: datetime
  state_updated_by: string
  active_coo_id: string
  phase: string
  policy_version: string
  approval_ref: string?
  execution_order_ref: string?
  attempt_id: string?
  workflow_run_id: string?
  reviewer_packet_ref: string?
  validator_result_refs: [string]
  closure_receipt_ref: string?
  blocked_reason: string?
  needs_decision_owner: string?
  state_hash: string

Valid states: intake, triaged, awaiting_approval, ready, dispatched, running, review_returned, under_validation, fixes_requested, blocked, needs_decision, timed_out, superseded, withdrawn, rejected, failed, closed

Terminal states: closed, failed, rejected, withdrawn, superseded

Note: succeeded is NOT in the state list. See §2 for disposition.

---

Files to create/modify

File	Action
artifacts/coo/schemas.md	Amend — add lifecycle_state.v1, closure_receipt.v1
runtime/orchestration/coo/closure.py	Create — ClosureReceipt dataclass, validation, evidence bundle
runtime/orchestration/coo/fsm.py	Create — FSM definition, transition validator
runtime/orchestration/coo/state.py	Create — LifecycleState dataclass, serialisation, state_hash
runtime/tests/orchestration/coo/test_closure_receipt.py	Create
runtime/tests/orchestration/coo/test_lifecycle_state.py	Create
runtime/tests/orchestration/coo/test_fsm.py	Create

---

Explicitly out of scope

• Changing succeeded/closed semantics without CEO decision (MAY NOT feat/docs: Finalize Phase A Loop Implementation & Restore Assets #6)
• Full policy engine, new lifecycle names beyond G2 set, UI/CLI changes
• Migration of existing succeeded state data (separate plan required)

---

Full design packet: artifacts/plans/WP4_LIFECYCLE_CLOSURE_DESIGN_2026-04-27.md

Implementation blocked on CEO decision D1 (G-CBS demote) and WP3 approval schema per MAY NOT #7