docs(P48): vision gaps + badge system + substrate→engine + CR format + agentic tags

9 requirements implemented across presentation decks and project docs:

1. DX closing slide: added 'Infrastructure as a utility, not a craft' bullet
   to convey the full vision (infrastructure consumed, not maintained;
   platform compounds value over time).
2. PW Problem slide: 'moving a merged change' → 'promoting a change'.
3. PW Problem slide: added 'Red tape' and 'Scalability without increasing
   headcount' bullets (4 frictions, not 2).
4. PW Roadmap slide: redesigned with side-by-side HTML table layout
   (Testing | Planned), 16px font, no overflow.
5. PW deck: added new slide 'What This Platform Is — and Isn't' after North
   Star (sovereign boundary, infrastructure as utility, 4 anti-goals).
   PW deck now 16 slides (was 15).
6. Maturity nomenclature: 'Available today'/'shipped' → 'Testing' across
   both decks + source markdown. New .testing badge (blue/teal #DBEAFE).
   Roadmap title: 'Testing vs. Planned'. The platform has 0 consumer
   adoption — 'shipped' was inaccurate.
7. Global: 'substrate' → 'engine' across entire project (88 matches, 30+
   files including .ciagent/, docs/, modules/, adapters/, schemas/, code).
8. Presentation files only: 'forge' → 'VCS' / 'version control system'
   (6 occurrences in 4 files). 'forge' retained in all technical docs and
   code as the industry-standard term.
9. New .agentic badge (purple/violet #EDE9FE) appended to agentic features
   in both decks: confidence signal, autonomous dev, pattern recognition,
   dynamic module creation, citizen developer surface, auto-promotion.

Also: Change Request ID format changed from 'CR-2026-001' to 'CHG0678912'
across presentation files, consumer guide, and test fixtures.

HTML re-rendered. PPTX rendered for release upload.

---ci---
phase: 48
milestone: v1.9
status: complete
requirements:
  covered: []
  partial: []
---/ci---

.ciagent/ARCHITECTURE.md

@@ -15,7 +15,7 @@ locked commitments and the v1.1 spike scope.
 ## Overview
 
 The platform is **four layers + six cross-cutting concerns**. The sixth
-concern — the substrate abstraction (§12) — is first-class, not an
+concern — the engine abstraction (§12) — is first-class, not an
 implementation detail. The vision's "Two Consumer Surfaces, One Platform"
 tenet binds everything: L3A and L3B converge on the same contract schema,
 the same policy envelope, and the same evidence stream.
@@ -53,7 +53,7 @@ the same policy envelope, and the same evidence stream.
 ## Layers
 
 ### Layer 1 — Foundational Primitives
-Single-purpose, **substrate-agnostic** primitive modules. L1 modules do
+Single-purpose, **engine-agnostic** primitive modules. L1 modules do
 not compose with other L1s; L1 takes its environment as input. The L1
 interface is defined against the **Target Stack IR**, not against Terraform
 directly (the IR is shaped to round-trip to Terraform in v1, per §12.1).
@@ -181,15 +181,15 @@ platform does not run the skill. Stateless agents, all state in the
 platform. Skills are reviewed for sensitive data before release (Infra &
 Ops owns the review; it is the mandatory release gate).
 
-### Substrate execution (§12) — the binding constraint
-**Target Stack IR** (locked): a substrate-neutral description of resources
+### Angine execution (§12) — the binding constraint
+**Target Stack IR** (locked): a engine-neutral description of resources
 (typed inputs/outputs/NFRs), relationships (single parent per child),
 composition (tree, max depth 5), and policy hooks. The L1 registry, L2
 thin-composition tree, contract YML, and PolicyCheckResult schema are all
-defined against the IR — none against any specific substrate.
+defined against the IR — none against any specific engine.
 
-**Substrate adapters** are the only substrate-specific code. An adapter
-compiles the IR into a substrate execution plan. **v1 ships exactly one
+**Angine adapters** are the only engine-specific code. An adapter
+compiles the IR into a engine execution plan. **v1 ships exactly one
 adapter: the Terraform adapter.** v2+ may add OpenTofu, Pulumi, K8s CRDs
 without architectural change.
 
@@ -335,20 +335,20 @@ extends the *implementation*, not the design.
    ECS Fargate service serving HTTP 200 → evidence event to the DynamoDB
    outbox → acdl-evidence timeline.
 
-### Substrate extension (ECS Fargate)
+### Angine extension (ECS Fargate)
 
-The Terraform adapter (§12) remains the only substrate-specific code. v1.2
+The Terraform adapter (§12) remains the only engine-specific code. v1.2
 expands the adapter `TYPE_MAP` to cover the six new ECS-shaped IR resource
 types. The L1 interface shape (IR-typed inputs/outputs/NFRs, registered in
 `modules-ir/registry.json`) is unchanged — only the set of registered L1s
 grows. The IR commitments (REQ-28) continue to hold: `modules-ir/`,
 `schemas/`, `contracts/`, `core/confidence_signal.py`,
 `core/contract_resolver.py`, `core/outbox_writer.py`
-remain substrate-agnostic.
+remain engine-agnostic.
 
 ### `terraform apply` (dev only)
 
-v1.2 lifts the substrate execution from `plan` to `apply` for the `dev`
+v1.2 lifts the engine execution from `plan` to `apply` for the `dev`
 environment only. Dev is autonomous per §10 (confidence ≥ 0.50, no HITL).
 `apply` for qa/prod/dr remains HITL-gated and out of scope for v1.2. The
 apply result (resources created, plan diff) is captured in the evidence

.ciagent/PERSONAS.md

@@ -43,9 +43,9 @@ verification_toolchain:
 - **Active:** true
 - **Phase-specific:** false
 - **Frameworks:** terraform, aws-iam, aws-s3, aws-dynamodb, aws-lambda, aws-cloudfront, aws-waf, aws-ssm, aws-secretsmanager, oidc, json-schema
-- **Constraints:** ir-is-substrate-agnostic, adapter-is-only-substrate-specific-code, state-in-s3+dynamodb-single-region, oidc-only-no-long-lived-keys (waiver D-034 for bootstrap), terraform-plan-only-in-spike, cross-account-iam-scoped-via-abac
+- **Constraints:** ir-is-engine-agnostic, adapter-is-only-engine-specific-code, state-in-s3+dynamodb-single-region, oidc-only-no-long-lived-keys (waiver D-034 for bootstrap), terraform-plan-only-in-spike, cross-account-iam-scoped-via-abac
 - **Territory:** `adapters/terraform/**`, `modules/**` (l1 + l2 + registry.json + examples), `terraform/**` (state backend, provider config, platform infra), `modules/registry.json`
-- **Reason:** Owns the Target Stack IR, the L1/L2 IR-typed modules (incl. new cloudfront + waf + rds primitives), the Terraform adapter (TYPE_MAP expansion for cloudfront/waf/rds), the AWS OIDC bootstrap, the state backend, and the platform Terraform (Lambda + DynamoDB + KMS + Secrets Manager + Function URL). The IR is substrate-agnostic; the adapter is the only substrate-specific code (the binding constraint per §12).
+- **Reason:** Owns the Target Stack IR, the L1/L2 IR-typed modules (incl. new cloudfront + waf + rds primitives), the Terraform adapter (TYPE_MAP expansion for cloudfront/waf/rds), the AWS OIDC bootstrap, the state backend, and the platform Terraform (Lambda + DynamoDB + KMS + Secrets Manager + Function URL). The IR is engine-agnostic; the adapter is the only engine-specific code (the binding constraint per §12).
 
 ### security-engineer (custom)
 - **Domain:** security
@@ -79,7 +79,7 @@ verification_toolchain:
 ### infra-stub-engineer (custom, v1.0 only)
 - **Domain:** backend
 - **Active:** false
-- **Reason:** Owned L1 stub modules (`modules/l1/**`) in the v1.0 demo. The demo is archived to `demo/` in Phase 06; real L1 modules (`modules-ir/l1/**`, now `modules/l1/**`) are owned by platform-engineer (substrate-agnostic IR + Terraform adapter). The stub engineer is no longer needed.
+- **Reason:** Owned L1 stub modules (`modules/l1/**`) in the v1.0 demo. The demo is archived to `demo/` in Phase 06; real L1 modules (`modules-ir/l1/**`, now `modules/l1/**`) are owned by platform-engineer (engine-agnostic IR + Terraform adapter). The stub engineer is no longer needed.
 - **Phase-specific:** false (was v1.0)
 - **Territory (would have been):** `demo/modules/l1/**`
 
@@ -127,9 +127,9 @@ lambda owns the SNS topic Terraform; frontend is unchanged from v1.0
 
 ## Conflict resolutions (lead-developer arbitration)
 
-- `backend-engineer` vs `platform-engineer` over `schemas/ir.schema.json` + `schemas/stack.schema.json`: platform-engineer owns the IR (substrate-agnostic but infra-shaped); backend-engineer owns the contract schema and the contract→IR resolution. Co-authoring is expected; conflict goes to lead-developer.
+- `backend-engineer` vs `platform-engineer` over `schemas/ir.schema.json` + `schemas/stack.schema.json`: platform-engineer owns the IR (engine-agnostic but infra-shaped); backend-engineer owns the contract schema and the contract→IR resolution. Co-authoring is expected; conflict goes to lead-developer.
 - `backend-engineer` vs `security-engineer` over `core/confidence_signal.py`: security-engineer owns the severity→penalty mapping + critical-override semantics; backend-engineer owns the 6-input weighted sum + per-env thresholds. Co-owned; conflicts go to lead-developer.
-- `platform-engineer` vs `security-engineer` over `adapters/terraform/policy/**`: security-engineer owns the Checkov→PolicyCheckResult adapter + custom rules + the Wiz/Kyverno adapters (policy is a security concern); platform-engineer owns the Terraform adapter (substrate translation). No overlap.
+- `platform-engineer` vs `security-engineer` over `adapters/terraform/policy/**`: security-engineer owns the Checkov→PolicyCheckResult adapter + custom rules + the Wiz/Kyverno adapters (policy is a security concern); platform-engineer owns the Terraform adapter (engine translation). No overlap.
 - `lambda-engineer` vs `platform-engineer` over `terraform/platform/main.tf`: lambda-engineer owns the Lambda + DynamoDB + Secrets Manager definitions; platform-engineer reviews the Terraform structure + state backend. Co-authoring expected; conflicts go to lead-developer.
 - `backend-engineer` vs `lambda-engineer` over `core/lambda/contract_ingestor.py` vs `scripts/run_platform.sh` + `.github/workflows/deploy.yml` error-report step: lambda-engineer owns the Lambda handler; backend-engineer owns the workflow step that invokes it. The interface (the JSON payload) is co-authored; conflicts go to lead-developer.
 - `lead-developer` vs any: lead-developer owns `.ciagent/**` + `docs/**` meta + verification scripts; persona engineers do not edit CIAgent metadata or the vision/architecture source docs.

.ciagent/PROJECT.md

@@ -56,7 +56,7 @@ Finalize the architecture to v1.0 (resolve all 11 open design decisions in
 `docs/architecture.md` §13) and prove the locked commitments with one
 end-to-end v1 implementation spike:
 
-- **One L1 module** (`l1-s3`) — substrate-agnostic, IR-typed interface.
+- **One L1 module** (`l1-s3`) — engine-agnostic, IR-typed interface.
 - **One L2 thin-composition** (`l2-static-assets`) — references the L1.
 - **Terraform adapter** — compiles the IR to a real `terraform plan`
   against AWS via OIDC (no long-lived credentials, per §12.5).
@@ -439,7 +439,7 @@ appendix below. The demo is **archived** to `demo/` in Phase 06.
 New requirements REQ-16..REQ-28 — see `REQUIREMENTS.md` §v1.1. Summary:
 
 - **REQ-16:** Architecture finalized to v1.0 (11 open decisions resolved).
-- **REQ-17:** Target Stack IR defined as JSON Schema; substrate-agnostic.
+- **REQ-17:** Target Stack IR defined as JSON Schema; engine-agnostic.
 - **REQ-18:** PolicyCheckResult normalized schema defined; Checkov adapter.
 - **REQ-19:** Six-input confidence signal specified with per-env thresholds
   (dev 0.50 / qa 0.75 / prod 0.90 / dr 0.95) and severity→penalty mapping.
@@ -459,7 +459,7 @@ New requirements REQ-16..REQ-28 — see `REQUIREMENTS.md` §v1.1. Summary:
 - **REQ-27:** One end-to-end contract submission → contract→IR resolution →
   `terraform plan` → Checkov → confidence signal → evidence event to outbox.
 - **REQ-28:** Spike verification proves the IR-shaped commitments hold (no
-  polyglot mess; the adapter is the only substrate-specific code).
+  polyglot mess; the adapter is the only engine-specific code).
 
 ### v1.2 (Prior milestone — platform hardening + first real consumer deployment, complete)
 
@@ -524,8 +524,8 @@ D-080+ to avoid collision with v1.8 research decisions D-073..D-077):
 - **Cloud:** AWS via OIDC federation. **Long-lived credentials are forbidden**
   (§12.5). The v1.1 spike uses a temporary long-lived key **once** to bootstrap
   OIDC (waiver D-034), then rotates it.
-- **Substrate:** Terraform adapter in v1 (the only adapter). L1/L2 are
-  substrate-agnostic in shape; the adapter is the only substrate-specific code.
+- **Angine:** Terraform adapter in v1 (the only adapter). L1/L2 are
+  engine-agnostic in shape; the adapter is the only engine-specific code.
 - **State:** S3 (state files) + DynamoDB (locking), single-region in v1.
 - **Environments:** dev (autonomous) → qa (QA HITL) → prod (SRE HITL) → dr
   (SRE HITL). **Staging does not exist** (Path A locked).
@@ -550,7 +550,7 @@ D-080+ to avoid collision with v1.8 research decisions D-073..D-077):
   vision/architecture sources, pulled from `origin/main` at the start of v1.1.
 - The v1.0 demo (tag `v1.1.0`) is the reference of intent — it proved the
   shape (L1/L2/contract/confidence/evidence/HITL) on stubs. v1.1 replaces the
-  stubs with the real platform substrate.
+  stubs with the real platform engine.
 
 ## Key Decisions (v1.1)
 
@@ -629,8 +629,8 @@ or user-directed scope). New v1.7 decisions:
 | BA.C | On-call / operational ownership | **Decided.** Platform on-call = Infra & Ops rotation. Escalation: L3A/L3B halt → platform on-call pager (Sev2); consumer-visible outage → consumer on-call (Sev1) with platform on-call support. Consumer on-call relationship is contractual, defined at onboarding (BA.E). |
 | BA.D | Cost / capacity governance | **Decided.** Cloud cost owner = Infra & Ops FinOps. Per-contract consumption reported monthly. Runaway spend: hard halt at 120% of contract-declared budget envelope via the confidence signal (cost is one of the 6 inputs); override = FinOps + SRE joint sign-off. |
 | BA.E | Consumer onboarding | **Decided.** Two paths: developer (L3A) — `getting-started` walks through contract schema + central pipeline template; citizen developer (L3B) — onboarding grants a scoped agent + skill catalog, no workflow authoring. Both end in a sandbox dev submission that must pass the confidence gate before the consumer is promoted. |
-| BA.F | Cross-platform evolution | **Decided.** The contract schema, IR, PolicyCheckResult, confidence signal, and audit stream are portable (substrate- and forge-agnostic). Forge-specific code: workflow YAML, OIDC trust, CODEOWNERS, Environments. A second forge (e.g., GitLab) requires a forge adapter + a workflow-template translator; no change to L1/L2/IR/confidence/audit. |
-| Q1.3 | OpenTofu timing | **Decided (deferred).** Not in v1 or v1.1. The substrate abstraction (§12) makes OpenTofu a future adapter, not an architecture change. Revisit when an OpenTofu adapter is requested; no version committed. |
+| BA.F | Cross-platform evolution | **Decided.** The contract schema, IR, PolicyCheckResult, confidence signal, and audit stream are portable (engine- and forge-agnostic). Forge-specific code: workflow YAML, OIDC trust, CODEOWNERS, Environments. A second forge (e.g., GitLab) requires a forge adapter + a workflow-template translator; no change to L1/L2/IR/confidence/audit. |
+| Q1.3 | OpenTofu timing | **Decided (deferred).** Not in v1 or v1.1. The engine abstraction (§12) makes OpenTofu a future adapter, not an architecture change. Revisit when an OpenTofu adapter is requested; no version committed. |
 
 ## Appendix — Prior milestone (v1.0 demo) decisions
 

.ciagent/REQUIREMENTS.md

@@ -39,7 +39,7 @@
 
 ### Category: Architecture Finalization
 - **REQ-16:** Architecture reaches v1.0 — all 11 open decisions in `docs/architecture.md` §13 are resolved and recorded in `PROJECT.md` (W1.A, W1.B, W2.A, W3.D, W3.E, BA.A–F, OpenTofu timing).
-- **REQ-17:** Target Stack IR is defined as a JSON Schema under `schemas/ir.schema.json`; substrate-agnostic (resources, relationships, composition max-depth-5, policy hooks).
+- **REQ-17:** Target Stack IR is defined as a JSON Schema under `schemas/ir.schema.json`; engine-agnostic (resources, relationships, composition max-depth-5, policy hooks).
 - **REQ-18:** `PolicyCheckResult` normalized schema is defined under `schemas/policy_check_result.schema.json`; a Checkov adapter translates Checkov JSON to this schema.
 - **REQ-19:** Six-input confidence signal is specified under `platform/confidence_signal.py` with per-env thresholds (dev 0.50 / qa 0.75 / prod 0.90 / dr 0.95) and severity→penalty mapping (critical=hard override, high=-0.2, medium=-0.05, low=-0.01, info=0.0).
 - **REQ-20:** Tiered audit ledger design is authored: S3 Object Lock (compliance mode, 7-yr) + DynamoDB outbox (RPO=0, JWS detached signatures, `prev_event_hash` chain, daily checkpoints).
@@ -56,7 +56,7 @@
 
 ### Category: v1 Spike — End-to-End
 - **REQ-27:** One end-to-end contract submission (`contracts/spike.yaml` for `l2-static-assets`) flows through: contract schema validation → contract→IR resolution → `terraform plan` (real AWS) → Checkov `PolicyCheckResult` → confidence signal → evidence event written to the DynamoDB outbox.
-- **REQ-28:** Spike verification (`scripts/verify_phase10.sh`) proves the IR-shaped commitments hold: the adapter is the only substrate-specific code; no polyglot mess; the L1 content, contract YML, and thin-composition tree are substrate-agnostic.
+- **REQ-28:** Spike verification (`scripts/verify_phase10.sh`) proves the IR-shaped commitments hold: the adapter is the only engine-specific code; no polyglot mess; the L1 content, contract YML, and thin-composition tree are engine-agnostic.
 
 ## Out of Scope (v1.1)
 

.ciagent/RESEARCH.md

@@ -106,7 +106,7 @@ step without a long-lived key)
 | (b) Self-hosted OIDC broker | Stand up a tiny OIDC IdP (e.g. `dex`, `oauth2-proxy`, or a custom JWKS endpoint) that the Gitea job authenticates to with its `GITEA_TOKEN` and that issues a JWT minted with a platform signing key; AWS IAM trusts the broker's JWKS. | Workable but heavy for a spike — requires a second always-on service, a signing-key rotation story, and IAM trust plumbing. Better suited to v1.2. |
 | (c) `aws sts assume-role-with-web-identity` with a token from Gitea's own API | Use the job's `GITEA_TOKEN` (a PAT-equivalent, short-lived for the job) as the `WebIdentityToken` to STS. | **Rejected**: STS rejects non-OIDC tokens; `GITEA_TOKEN` is not a JWT, has no `iss`/`sub`/`aud` claims, and AWS IAM has no Gitea OIDC provider to trust. (This is exactly the gap #33681 describes for GCP.) |
 | (d) Short-lived AWS creds via a scheduled credential mint | A platform job (cron) mints `aws sts get-session-token` (or a role-session) and writes the temp creds as a Gitea Actions secret with a TTL ≤ 1h. The spike workflow reads the secret. | Workable, but reintroduces a long-lived key *upstream* (the mint job needs one) and a secret in Gitea — a narrower version of the very thing §12.5 forbids. Acceptable as a documented spike-only waiver if (a) and (b) are both rejected for the spike scope. |
-| (e) LocalStack as an AWS stand-in | Replace real AWS with LocalStack for the spike; no IAM trust needed at all (LocalStack mocks STS). | Workable for the *mechanics* of `terraform plan` but **invalidates REQ-23** ("real AWS via OIDC") and the spike's whole purpose of proving real-AWS feasibility. Reject for the spike; keep as a unit-test substrate only. |
+| (e) LocalStack as an AWS stand-in | Replace real AWS with LocalStack for the spike; no IAM trust needed at all (LocalStack mocks STS). | Workable for the *mechanics* of `terraform plan` but **invalidates REQ-23** ("real AWS via OIDC") and the spike's whole purpose of proving real-AWS feasibility. Reject for the spike; keep as a unit-test engine only. |
 | (f) Documented spike-only waiver: rotate a long-lived key per-run | One IAM access key, stored as a Gitea Actions secret, used by the workflow, rotated (deactivated + new key) after each spike run by the same workflow. | The cleanest *available* option that still touches real AWS. Still violates the *letter* of §12.5 ("long-lived credentials are forbidden") but satisfies the *intent* for a time-boxed spike: the key's useful lifetime equals one workflow run (minutes), not "long-lived." Requires an explicit, logged waiver. |
 | (g) GitHub-hosted mirror pipeline | Run the OIDC-requiring step on GitHub Actions (which supports `id-token: write`) against the same repo mirrored from Gitea. | Rejected: introduces a second forge, violates the "Forge: Gitea" constraint, and defeats the spike's purpose of proving the platform works on Gitea. |
 
@@ -348,7 +348,7 @@ the adapter and the round-trip to Terraform is verified.
 
 - **A-3.1** (0.85): the IR's "nearly isomorphic to Terraform in v1" claim
   (architecture.md §12.1) is the right v1 boundary — build a thin IR, defer
-  substrate-specific expressiveness to v2.
+  engine-specific expressiveness to v2.
 - **A-3.2** (0.80): single-parent-per-child is sufficient for v1 (no L1
   needs two parents in the spike). The "shared keyword for multi-relationship"
   (architecture.md §12.1) is a v2 concern; the v1 schema reserves the field
@@ -1447,7 +1447,7 @@ AWS Terraform resources; the adapter `TYPE_MAP` (currently
 | `l1-alb` | `aws:elbv2:loadbalancer`, `aws:elbv2:listener`, `aws:elbv2:targetgroup` | `aws_lb`, `aws_lb_listener`, `aws_lb_target_group` | port, protocol |
 | `l1-ecr` | `aws:ecr:repository` | `aws_ecr_repository` | name |
 
-The IR schema (`schemas/ir.schema.json`) is substrate-agnostic and already
+The IR schema (`schemas/ir.schema.json`) is engine-agnostic and already
 supports arbitrary resource types — no schema change needed, only new
 `interface.json` files + `TYPE_MAP` entries. The `l2-microservice`
 thin-composition references all six (depth ≤ 5).

.ciagent/ROADMAP.md

@@ -142,7 +142,7 @@ D-034 closed (root key deactivated by user).**
 - **Success Criteria:**
   - `l2-static-assets` references `l1-s3` only (depth 1).
   - One contract submission completes the full pipeline end-to-end.
-  - `scripts/verify_phase10.sh` proves the adapter is the only substrate-specific code.
+  - `scripts/verify_phase10.sh` proves the adapter is the only engine-specific code.
   - Evidence event is written to the DynamoDB outbox.
 
 After Phase 10: COMPLETE gate — review → ship `v1.2.0` → audit. **DONE.**