docs(init): validate specification — v1.26 Live Pilot Estate Activation

---ci---
project: acdl
phase: 0
milestone: v1.26
status: specify
projects: [acdl, nova-blockchain-exchange]
requirements: [REQ-310..REQ-321]
---/ci---

.ciagent/CHECKPOINT.json

@@ -1,33 +1,21 @@
 {
-  "phase": 5,
-  "stage": "complete",
-  "milestone": "v1.25",
-  "phase_role": "final",
+  "phase": 0,
+  "stage": "specify",
+  "milestone": "v1.26",
+  "phase_role": "pre_execution",
   "attempts": 0,
-  "updated_at": "2026-08-12T18:00:00Z",
+  "updated_at": "2026-08-12T21:11:00Z",
   "project": "acdl",
-  "milestone_complete": true,
-  "tag_line": "v1.24.x",
-  "tag": "v1.24.5",
-  "release": {
-    "forge": "gitea",
-    "releases_created": true,
-    "release_ids": {
-      "v1.24.0": 640,
-      "v1.24.1": 641,
-      "v1.24.2": 642,
-      "v1.24.3": 643,
-      "v1.24.4": 644,
-      "v1.24.5": 645
-    },
-    "milestone_release_id": 645,
-    "milestone_release_tag": "v1.24.5"
-  },
-  "requirements": ["REQ-291", "REQ-292", "REQ-293", "REQ-294", "REQ-295", "REQ-296", "REQ-297", "REQ-298", "REQ-299", "REQ-300", "REQ-301", "REQ-302", "REQ-303", "REQ-304", "REQ-305", "REQ-306", "REQ-307", "REQ-308", "REQ-309"],
-  "requirements_covered": 19,
-  "requirements_partial": 0,
-  "tests": {"total": 170, "passed": 170, "skipped": 23, "failed": 0, "preexisting_flaky": "test_metrics_emitters.py::test_attestation_event_emission (fails on main, unrelated to v1.25)"},
-  "phases": {"P0": "complete", "P1": "complete", "P2": "complete", "P3": "complete", "P4": "complete", "P5": "complete"},
-  "review": {"p0_fixed": 1, "p1_fixed": 3, "p1_flagged_posthoc": 2, "escalations": 0},
-  "notes": "v1.25 milestone complete. Tag v1.24.5 (milestone release, gitea id 645). 19 requirements complete (REQ-291..309). 6 phases. 170 tests pass (23 skip-without-kj). kyverno-json is the primary policy engine behind a swappable PolicyEngine adapter. Merged milestone/v1.25-kyverno-json to main. All milestone branches deleted. Next milestone starts fresh."
+  "projects": ["acdl", "nova-blockchain-exchange"],
+  "active_milestone": "v1.26",
+  "milestone_branch": "milestone/v1.26-pilot-activation",
+  "phase_branch": "phase/00-specify-clarify-research-plan",
+  "tag_line": "v1.25.x",
+  "requirements": ["REQ-310", "REQ-311", "REQ-312", "REQ-313", "REQ-314", "REQ-315", "REQ-316", "REQ-317", "REQ-318", "REQ-319", "REQ-320", "REQ-321"],
+  "pre_run": {
+    "flaky_test_fixed": "8c68d68 test(metrics): fix attestation-event test freshness time-bomb",
+    "acdl_to_nova_migration": "f844fea chore(bootstrap): migrate ACDL_* env vars to NOVA_*",
+    "aws_bootstrap": "S3 nova-tfstate-581513795199-us-east-1 + DynamoDB nova-outbox created (idempotent, account 581513795199)",
+    "consumer_repo_created": "continuous-intelligence/nova-blockchain-exchange (Gitea, private, init)"
+  }
 }

.ciagent/PROJECT.md

@@ -1698,3 +1698,85 @@ impl (REQ-293,294), contract policies (REQ-295,296), stack-IR policies
 (REQ-297,298,299), plan-JSON policies + pipeline wiring (REQ-300,301,302),
 meta-policies (REQ-303), regression-gate policies (REQ-304,305), docs +
 adapter README (REQ-306,307), tests (REQ-308,309).
+
+## v1.26 — Live Pilot Estate Activation (active)
+
+> **Active milestone.** Feature milestone — the first real consumer
+> estate (a stock exchange on a homegrown PoA blockchain, equities
+> only) is activated against live AWS account `581513795199`, lifting
+> D-096. Branch: `milestone/v1.26-pilot-activation`. Tags run on the
+> **v1.25.x** patch line: `v1.25.0` (P0) → `v1.25.1..v1.25.4` (P1–P4)
+> → `v1.25.5` (P5 final = milestone release).
+>
+> **Multi-project mode:** this milestone introduces a 2nd tracked
+> project — `nova-blockchain-exchange` (Gitea repo
+> `continuous-intelligence/nova-blockchain-exchange`, local clone
+> `/root/nova-blockchain-exchange`). The platform repo (`acdl`) remains
+> the platform source; the consumer repo owns the app code +
+> `contract.yaml`. Both projects share the v1.26 milestone; `.ciagent/`
+> paths are per-project (`.ciagent/acdl/` for platform files — note: the
+> platform's existing flat `.ciagent/` files remain the primary set for
+> v1.26; the consumer's files live in `.ciagent/nova-blockchain-exchange/`).
+
+### Why
+
+NORTH_STAR.md has three Post-Pilot targets (Touchless Resolution ≥99%,
+Human Escalation <0.1%, AI Decision Accuracy ≥99.5%) whose measurement
+*pipeline* is grounded but whose *denominator* is zero — no consumer
+estate has ever run. v1.25 shipped the swappable policy engine; v1.26
+ships the first real consumer. The D-096 deferral (live AWS
+re-provisioning) is the single blocker; the pre-run (Workstream A)
+re-created the state bucket + outbox table, so the platform components
+exist. The milestone grounds the metrics (outcome backfill +
+escalation reason), wires the env JSON to the real account, and runs
+the pilot end-to-end.
+
+### What the milestone delivers
+
+- **Homegrown PoA blockchain** (`nova-blockchain-exchange` repo) —
+  append-only blocks, single validator (pilot), deterministic block
+  production, T+1 settlement finality = block commit. Equities only
+  (bonds/derivatives/options deferred).
+- **Order-matching engine** — limit order book, price-time priority.
+- **Settlement service** — T+1, idempotent, finality = block commit.
+- **Consumer `contract.yaml`** — declares the exchange stack; validated
+  against `schemas/contract.schema.json`; per-env variants.
+- **Consumer deploy via `deploy.yml@v1.25`** — the reusable workflow
+  applies the contract, runs the policy engine, computes the
+  confidence signal, gates qa/prod/dr with HITL attestation, and records
+  every decision in the Decision Ledger.
+- **3 Post-Pilot metrics grounded** — outcome backfill (AI Decision
+  Accuracy), `reason='confidence'` escalation tag (Human Escalation
+  Frequency), and the pilot run itself (Touchless Resolution Rate
+  denominator activates).
+- **3 kyverno-json policies extending v1.25** — settlement-finality
+  (securities-specific), pilot-readiness (no placeholder account),
+  and the existing meta-policies (block-on-any-critical,
+  tagging-rules-agree) apply over the pilot's PCRs.
+- **Env-JSON `state_backend` wiring reconciliation** — the adapter
+  reads `state_backend.bucket` from the env JSON (closing the wiring
+  gap); the env JSONs are bound to account `581513795199`.
+
+### Requirements
+
+New requirements REQ-310..REQ-321 — see
+`.ciagent/nova-blockchain-exchange/REQUIREMENTS.md` §v1.26. Summary:
+blockchain core (REQ-310), order engine (REQ-311), settlement
+(REQ-312), consumer contract (REQ-313), deploy invocation (REQ-314),
+settlement-finality policy (REQ-315), pilot regression CAP (REQ-316),
+outcome backfill (REQ-317), escalation reason (REQ-318), env-JSON
+wiring (REQ-319), pilot-readiness policy (REQ-320), docs (REQ-321).
+
+### Hard constraints
+
+- DO NOT lift D-083 (S3 Object Lock/JWS) — stays deferred; the SQLite
+  hash-chain + DynamoDB outbox is the pilot's audit record.
+- DO NOT lift D-126 (hot path) — cold-only metrics are sufficient for
+  the pilot.
+- DO NOT add multi-cloud (Azure/GCP) — Nova is AWS-only this milestone.
+- DO NOT add ML forecasting — the Predictive/Reactive metric stays
+  deferred.
+- DO NOT add bonds/derivatives/options — equities only (D-200).
+- DO NOT add multi-validator BFT — single validator PoA (D-201).
+- The consumer deploy MUST go through `deploy.yml@v1.25` — no direct
+  `terraform apply` bypassing the platform's gates.

.ciagent/ROADMAP.md

@@ -2246,3 +2246,91 @@ final). Tags: `v1.24.0` (P0) → `v1.24.5` (P5 = milestone release).
   (mark v1.25 complete), `NORTH_STAR.md` (note Strategic Objective #2 —
   provable trust via a replaceable policy-engine substrate).
 - **Requirements:** REQ-291..309 (19 requirements).
+
+## v1.26 (active, tag line `v1.25.x`): Live Pilot Estate Activation
+
+`D-096` lifts. The first real consumer estate — a stock exchange on a
+homegrown Proof-of-Authority blockchain (equities only, single
+validator, T+1 settlement finality = block commit) — is activated
+against live AWS account `581513795199`. The consumer repo
+(`nova-blockchain-exchange`) owns the app code + `contract.yaml`; the
+platform repo (`acdl`) provides the deploy workflow (`deploy.yml@v1.25`),
+the policy engine (kyverno-json, swappable per v1.25), the confidence
+signal, and the HITL attestation gates. The milestone grounds the three
+Post-Pilot targets in NORTH_STAR.md (Touchless Resolution ≥99%, Human
+Escalation <0.1%, AI Decision Accuracy ≥99.5%) — the denominators
+activate when the pilot runs. Three kyverno-json policies extend v1.25:
+settlement-finality (securities-specific), pilot-readiness (no
+placeholder account), and the existing meta-policies (block-on-any-
+critical, tagging-rules-agree) apply over the pilot's PCRs. The
+env-JSON `state_backend` wiring gap is closed (adapter reads the env
+JSON's bucket). Multi-project mode activates (`nova-blockchain-exchange`
+is the 2nd tracked project). Pre-run (Workstream A) re-created the S3
+state bucket + DynamoDB outbox table (bootstrap). 12 requirements
+(REQ-310..321), 5 phases (P0 pre-execution + 4 execution + 1 final).
+Tags: `v1.25.0` (P0) → `v1.25.5` (P5 = milestone release).
+
+### Phase P1 — blockchain-core (planned, tag v1.25.1)
+- REQ-310: `nova-blockchain-exchange` repo — homegrown PoA blockchain
+  core (`chain/block.py`, `chain/ledger.py`, `chain/validator.py`).
+  Append-only blocks, single validator, SHA-256 hash chain,
+  deterministic block production, genesis block.
+- REQ-311: Order-matching engine (`engine/order_book.py`,
+  `engine/order.py`) — limit order book, price-time priority, partial
+  fills.
+- REQ-312: Settlement service (`settlement/service.py`) — T+1,
+  idempotent, finality = block commit.
+
+### Phase P2 — consumer-contract-and-deploy (planned, tag v1.25.2)
+- REQ-313: `nova-blockchain-exchange/contract.yaml` + per-env variants
+  (dev/qa/prod) — validated against `schemas/contract.schema.json`.
+- REQ-314: `nova-blockchain-exchange/.github/workflows/deploy.yml` +
+  `.gitea/workflows/deploy.yml` — `uses: acdl/.github/workflows/deploy.yml@v1.25`
+  with `mode: full`.
+
+### Phase P3 — pilot-metrics-and-policies (planned, tag v1.25.3)
+- REQ-315: `adapters/kyverno-json/policies/settlement-finality.json` —
+  kyverno-json policy asserting all matches in the promotion window have
+  committed blocks (securities-specific).
+- REQ-316: `core/regression_verify.py` gains CAP-025
+  (live-pilot-apply) — the round-trip assertion (contract resolve →
+  adapter compile → terraform plan → policy scan → confidence signal →
+  attestation → outbox record) against `581513795199`.
+- REQ-317: `core/metrics/outcome_backfill.py` — wire
+  `apply.completed`/`apply.failed` → `fact_decision.outcome` (grounds AI
+  Decision Accuracy; today `outcome` is stuck `pending`).
+- REQ-318: `core/confidence_signal.py` — `ai.decision.made` gains
+  `escalation_reason: 'confidence'` when `band == 'block'` (grounds
+  Human Escalation Frequency numerator).
+- REQ-319: `adapters/terraform/adapter.py` — reads
+  `env.state_backend.bucket` from the env JSON (closing the wiring gap);
+  `core/environments/*.json` `state_backend.bucket` →
+  `nova-tfstate-581513795199-us-east-1`.
+- REQ-320: `adapters/kyverno-json/policies/pilot-readiness/no-placeholder-account.json`
+  — declarative gate preventing apply against a placeholder account.
+
+### Phase P4 — pilot-run-and-docs (planned, tag v1.25.4)
+- REQ-321: `adapters/README.md` (new consumer row) +
+  `docs/METRICS.md` (Post-Pilot metrics grounded note) +
+  `.ciagent/ARCHITECTURE.md` §12.8 (Pilot Estate) +
+  `.ciagent/nova-blockchain-exchange/README.md` (onboarding guide).
+- Live pilot end-to-end run: `nova-blockchain-exchange` contract →
+  `deploy.yml@v1.25` mode=full → apply → attest → record against
+  `581513795199`. The run's `ai.decision.made` + `attestation.recorded`
+  events land in the Decision Ledger; the regression gate (CAP-025)
+  verifies the round-trip.
+
+### Phase P5 — final review + audit + milestone ship (Final Phase, tag v1.25.5)
+- Multi-persona code review across P1..P4 (lead-developer, backend-
+  engineer, data-engineer, policy-engineer, blockchain-engineer).
+  Auto-fix P0; flag P1+.
+- Audit: reconstruction test (git log ↔ `.ciagent/`), branch hygiene,
+  commit discipline.
+- Milestone ship: merge `phase/05-final-review-ship` →
+  `milestone/v1.26-pilot-activation` → `main`; tag `v1.25.5` (= the
+  v1.26 release per prev-minor tagging rule); create Gitea release with
+  full milestone summary; delete all milestone branches.
+- Update `REQUIREMENTS.md` (mark REQ-310..321 complete), `ROADMAP.md`
+  (mark v1.26 complete), `NORTH_STAR.md` (note Strategic Objectives #1
+  + #3 — first real consumer estate; Post-Pilot denominators activated).
+- **Requirements:** REQ-310..321 (12 requirements).

.ciagent/config.json

@@ -4,11 +4,16 @@
       "slug": "acdl",
       "name": "Nova — The New Dawn of DevSecOps",
       "default": true
+    },
+    {
+      "slug": "nova-blockchain-exchange",
+      "name": "Nova Pilot Consumer — Blockchain Stock Exchange",
+      "default": false
     }
   ],
   "active_project": "acdl",
-  "active_projects": ["acdl"],
-  "active_milestone": "v1.25",
+  "active_projects": ["acdl", "nova-blockchain-exchange"],
+  "active_milestone": "v1.26",
   "autonomy": {
     "level": "full",
     "escalation_hooks": ["deploy", "delete_data", "merge_to_main"],

.ciagent/nova-blockchain-exchange/PROJECT.md

@@ -0,0 +1,92 @@
+# Nova Pilot Consumer — Blockchain Stock Exchange
+
+> **Milestone:** v1.26 — Live Pilot Estate Activation
+> **Git:** https://git.cloudinit.dev/continuous-intelligence/nova-blockchain-exchange
+> **Local clone:** /root/nova-blockchain-exchange
+> **Role:** The first real consumer estate. A stock exchange built on a
+> homegrown blockchain, offering equities trading (pilot scope). The
+> consumer repo owns the app code + `contract.yaml`; the Nova platform
+> (`acdl` repo) provides the deploy workflow, policy engine, and
+> attestation gates.
+
+---
+
+## Vision / Core Value
+
+A self-contained securities-trading exchange where every order, match,
+and settlement is recorded as an immutable transaction on a homegrown
+Proof-of-Authority (PoA) blockchain. The pilot demonstrates that Nova's
+autonomous infrastructure can take a real consumer estate from contract
+to production — apply, attest, record — without an operator in the loop
+of normal operations.
+
+## North Star Alignment
+
+- **Strategic Objective #1** (production-grade zero-touch operations):
+  this estate is the first real consumer; the pilot activates the
+  autonomy claim beyond internal demos.
+- **Strategic Objective #2** (provable trust): every apply decision +
+  attestation lands in the Decision Ledger; the settlement-finality
+  kyverno-json policy (IDEATE) makes trust a policy artifact.
+- **Strategic Objective #3** (compounding ROI): unblocks the three
+  Post-Pilot targets (Touchless Resolution ≥99%, Human Escalation
+  <0.1%, AI Decision Accuracy ≥99.5%) — the denominators activate when
+  this estate runs.
+
+## Domain Boundaries
+
+- **This repo owns:** the blockchain (consensus, blocks, transactions),
+  the order-matching engine, the settlement service, the `contract.yaml`
+  that declares the infrastructure, and the consumer-side deploy workflow
+  invocation (`uses: acdl/.github/workflows/deploy.yml@v1.25`).
+- **The platform (`acdl`) repo owns:** the deploy workflow, the policy
+  engine (kyverno-json), the contract resolver, the adapter, the
+  confidence signal, the HITL gates, and the Decision Ledger.
+
+## Scope: v1.26 Pilot
+
+- **Equities only** (bonds, derivatives, options deferred to future
+  milestones — different settlement models).
+- **Minimal PoA ledger** — append-only blocks, single validator (pilot),
+  T+1 settlement finality = block commit. No multi-validator BFT.
+- **Homegrown chain** — authored as part of this repo, not deployed on
+  Ethereum/Solana/Hyperledger.
+
+## Anti-Goals (v1.26)
+
+1. Not a general-purpose blockchain platform — purpose-built for
+   securities settlement in the pilot.
+2. Not multi-validator consensus — single validator for the pilot.
+3. Not bonds/derivatives/options — equities only this milestone.
+4. Not a replacement for the Nova platform — this is a *consumer* of
+   Nova, not a fork.
+
+## Key Decisions (v1.26 — established in SPECIFY, refined in CLARIFY)
+
+| ID | Decision | Rationale | Affects |
+|---|---|---|---|
+| D-200 | Pilot scope = equities only | Bonds/derivatives/options have very different settlement models; equities (T+1) is the simplest to demonstrate the Nova platform's policy gates over a real estate. | Phase count; requirement scope. |
+| D-201 | Homegrown PoA ledger (single validator) | Minimal viable chain for a pilot; settlement finality = block commit. Multi-validator BFT is a future milestone. | Blockchain core design. |
+| D-202 | Consumer repo = `nova-blockchain-exchange` (Gitea) | New repo under `continuous-intelligence` org; tracked as 2nd CIAgent project. | Multi-project config. |
+| D-203 | AWS account = 581513795199 (existing) | Reuse the bootstrapped account; state bucket + outbox table created in pre-run Workstream A3. | Env JSON binding. |
+| D-204 | D-083 (S3 Object Lock/JWS) stays deferred | The SQLite hash-chain + DynamoDB outbox is the pilot's audit record. Tamper-evidence is a future milestone. | Audit ledger scope. |
+| D-205 | Cold-only metrics sufficient (D-126) | No hot ops dashboard in the pilot; cold SQLite store + PowerBI export. | Metrics pipeline. |
+
+## Constraints
+
+- The consumer repo's deploy MUST go through `deploy.yml@v1.25` (the
+  reusable workflow) — no direct `terraform apply` bypassing the
+  platform's policy + attestation gates.
+- The `contract.yaml` MUST validate against
+  `schemas/contract.schema.json`.
+- The homegrown blockchain MUST be deterministic (same inputs → same
+  block) — it is automation, not AI (NORTH_STAR Objective #2 tenet).
+
+## Context
+
+- The Nova platform (`acdl` repo) completed v1.25 (kyverno-json Unified
+  Policy Engine). The swappable `PolicyEngine` adapter is in place.
+- The AWS bootstrap (S3 state bucket + DynamoDB outbox) was re-run in
+  the pre-run (Workstream A3) — the platform components exist.
+- The consumer repo was created on Gitea (Workstream A4) and cloned to
+  `/root/nova-blockchain-exchange`.

.ciagent/nova-blockchain-exchange/REQUIREMENTS.md

@@ -0,0 +1,187 @@
+# Requirements — nova-blockchain-exchange (v1.26 pilot)
+
+> **Project:** nova-blockchain-exchange — blockchain stock exchange (pilot)
+> **Milestone:** v1.26 — Live Pilot Estate Activation
+> **Scope:** equities only; minimal PoA ledger; T+1 settlement finality.
+
+---
+
+## v1.26 — Live Pilot Estate Activation
+
+### REQ-310 — Homegrown PoA blockchain core
+
+The consumer repo implements a minimal Proof-of-Authority blockchain:
+append-only blocks, single validator (pilot), SHA-256 block hash chain,
+deterministic block production (same ordered transactions → same block).
+The chain records every order, match, and settlement as transactions.
+Settlement finality = block commit (a transaction is final when its
+block is committed to the chain).
+
+**Must-haves:**
+- `chain/block.py` — Block dataclass (index, timestamp, prev_hash,
+  transactions, nonce, hash). `compute_hash()` deterministic.
+- `chain/ledger.py` — Ledger class: `append_block()`, `verify_chain()`,
+  `get_block(index)`, `get_latest_block()`. Genesis block on init.
+- `chain/validator.py` — PoA validator: single validator (config-driven,
+  pilot), `propose_block(transactions)` → Block, `commit_block(block)`.
+- `tests/test_block.py`, `tests/test_ledger.py`, `tests/test_validator.py`
+  — chain integrity, hash determinism, genesis, append/verify.
+
+### REQ-311 — Order-matching engine
+
+A limit-order-book matching engine: buy/sell orders with price + size,
+matched at the best price (price-time priority). Produces match
+transactions recorded on the chain.
+
+**Must-haves:**
+- `engine/order_book.py` — OrderBook: `add_order(order)`,
+  `match_orders()` → list of Match (buyer, seller, price, size).
+- `engine/order.py` — Order dataclass (id, side, symbol, price, size,
+  timestamp).
+- `tests/test_order_book.py` — match priority, partial fills, no-match.
+
+### REQ-312 — Settlement service
+
+T+1 settlement: matches commit to the chain; a settlement is final when
+its block is committed. The service reads matches from the order engine,
+produces settlement transactions, and submits them to the ledger.
+
+**Must-haves:**
+- `settlement/service.py` — SettlementService: `settle(match)` →
+  SettlementTransaction, `submit(ledger)`. Idempotent (re-settling a
+  match is a no-op once final).
+- `tests/test_settlement.py` — happy path, idempotency, finality check.
+
+### REQ-313 — Consumer `contract.yaml`
+
+The consumer repo declares its infrastructure via a `contract.yaml` at
+the repo root, validated against `schemas/contract.schema.json`. The
+contract references the Nova platform's deploy workflow
+(`uses: acdl/.github/workflows/deploy.yml@v1.25`) and declares the
+blockchain exchange stack (the AWS resources the app needs: ECS for
+the matching engine, DynamoDB for the ledger, S3 for block storage).
+
+**Must-haves:**
+- `contract.yaml` — id, name (`blockchain-exchange`), environment
+  (dev/qa/prod variants), infrastructure block.
+- `contracts/blockchain-exchange.dev.yml`, `.qa.yml`, `.prod.yml` —
+  per-environment variants (per-env promotion model, REQ-105).
+- `tests/test_contract_validates.py` — schema validation against the
+  platform's `schemas/contract.schema.json`.
+
+### REQ-314 — Consumer deploy workflow invocation
+
+The consumer repo's GitHub/Gitea Actions invoke the Nova platform's
+reusable `deploy.yml@v1.25` workflow with `mode: full` for the pilot.
+The workflow checks out the consumer repo + the platform repo, runs
+`scripts/run_platform.sh`, and records the apply decision + attestation
+in the Nova Decision Ledger.
+
+**Must-haves:**
+- `.github/workflows/deploy.yml` — `uses: acdl/.github/workflows/deploy.yml@v1.25`
+  with `with: { contract: contract.yaml, mode: full, environment: dev }`.
+- `.gitea/workflows/deploy.yml` — byte-identical mirror (the platform's
+  deploy workflow is forge-agnostic).
+- `tests/test_deploy_workflow_invocation.py` — asserts the `uses:` ref
+  + inputs are correct.
+
+### REQ-315 — Settlement-finality kyverno-json policy (IDEATE I6)
+
+A kyverno-json policy asserting that every promotion (qa→prod) requires
+settlement finality: all matches in the promotion window have committed
+blocks. This is the securities-specific extension of v1.25's policy
+engine — it applies Nova's compliance posture to the blockchain domain.
+
+**Must-haves:**
+- `policies/settlement-finality.json` — kyverno-json policy over the
+  settlement-service status JSON (asserts `all_committed: true`).
+- `tests/test_settlement_finality_policy.py` — passing + failing
+  fixtures; skip when `kj` absent.
+
+### REQ-316 — Pilot-estate regression capability (CAP-025)
+
+A new capability in the regression gate: "pilot estate apply→attest→record
+round-trip." The regression gate asserts that the consumer estate can
+run end-to-end (contract resolve → adapter compile → terraform plan →
+policy scan → confidence signal → attestation → outbox record) against
+the live AWS account `581513795199`.
+
+**Must-haves:**
+- `core/regression_verify.py` gains CAP-025 (live-pilot-apply).
+- `tests/test_regression_pilot.py` — the round-trip assertion.
+
+### REQ-317 — Outcome-backfill emitter (IDEATE I1)
+
+Wire `apply.completed` / `apply.failed` events back into `fact_decision`
+in the cold store so the AI Decision Accuracy metric has a non-`pending`
+outcome. Today `fact_decision.outcome` is stuck at `pending` (D-096
+blocker). The backfill emitter reads `run_manifest.completed/failed`
+events and updates the corresponding decision's outcome.
+
+**Must-haves:**
+- `core/metrics/outcome_backfill.py` — `backfill(decision_id, outcome)`
+  updates `fact_decision.outcome` + `fact_decision.backfilled_at`.
+- `core/metrics/collector.py` — invokes backfill after run completion.
+- `tests/test_outcome_backfill.py`.
+
+### REQ-318 — `reason='confidence'` escalation tag (IDEATE I2)
+
+Emit a distinct `reason='confidence'` field on the `block` band's
+`ai.decision.made` event so the Human Escalation Frequency metric has a
+discriminated numerator. Today `hitl_block` is a boolean from the
+manifest; the `reason` discriminator is not stored.
+
+**Must-haves:**
+- `core/confidence_signal.py` — `ai.decision.made` gains
+  `escalation_reason: 'confidence'` when `band == 'block'`.
+- `core/metrics/collector.py` — persists `escalation_reason` into
+  `fact_run`.
+- `tests/test_confidence_escalation_reason.py`.
+
+### REQ-319 — Env-JSON `state_backend` wiring reconciliation (IDEATE I3)
+
+The env JSON's `state_backend.bucket` field is currently unused by the
+adapter (the adapter computes `nova-tfstate-<AWS_ACCOUNT_ID>` directly).
+Reconcile: the adapter reads `state_backend.bucket` from the env JSON
+(falling back to the computed name for backwards compat). This closes
+the wiring gap so the pilot's env JSON is the single source of truth.
+
+**Must-haves:**
+- `adapters/terraform/adapter.py` — reads `env.state_backend.bucket`
+  when present.
+- `tests/test_adapter_state_backend.py`.
+- `core/environments/*.json` — `state_backend.bucket` updated to the
+  real bucket name `nova-tfstate-581513795199-us-east-1`.
+
+### REQ-320 — Declarative pilot-readiness kyverno-json policy (IDEATE I5)
+
+A kyverno-json policy asserting the env JSON has a non-placeholder
+`account_id` (not `000000000000`) before any `terraform apply`. This is
+the declarative gate that prevents a pilot run against a placeholder
+account.
+
+**Must-haves:**
+- `adapters/kyverno-json/policies/pilot-readiness/no-placeholder-account.json`
+- `tests/test_pilot_readiness_policy.py`.
+
+### REQ-321 — Docs + adapter README for the consumer estate
+
+Update `adapters/README.md` (new consumer row), `docs/METRICS.md` (the
+3 Post-Pilot metrics now grounded post-pilot), `.ciagent/ARCHITECTURE.md`
+(§12.8 — Pilot Estate), and `.ciagent/nova-blockchain-exchange/README.md`
+(consumer onboarding guide).
+
+**Must-haves:**
+- `adapters/README.md` — consumer-repo row.
+- `docs/METRICS.md` — Post-Pilot metrics grounded note.
+- `.ciagent/ARCHITECTURE.md` — §12.8 Pilot Estate.
+- `.ciagent/nova-blockchain-exchange/README.md` — onboarding guide.
+
+### Summary
+
+12 requirements (REQ-310..321). Equities-only pilot; minimal PoA ledger;
+T+1 settlement; consumer deploy via `deploy.yml@v1.25`; 3 Post-Pilot
+metrics grounded (outcome backfill + escalation reason + pilot runs);
+3 kyverno-json policies extending v1.25 (settlement-finality,
+pilot-readiness, + the existing meta-policies apply); env-JSON wiring
+reconciled.

.ciagent/nova-blockchain-exchange/ROADMAP.md

@@ -0,0 +1,57 @@
+# Roadmap — nova-blockchain-exchange (v1.26 pilot)
+
+> **Project:** nova-blockchain-exchange — blockchain stock exchange (pilot)
+> **Milestone:** v1.26 — Live Pilot Estate Activation
+
+---
+
+## v1.26 — Live Pilot Estate Activation (active)
+
+Lift D-096 (live AWS re-provisioning); activate the first real consumer
+estate (a stock exchange on a homegrown PoA blockchain, equities only)
+against live AWS account `581513795199`; ground the three Post-Pilot
+targets in NORTH_STAR.md (Touchless Resolution ≥99%, Human Escalation
+<0.1%, AI Decision Accuracy ≥99.5%). The platform repo (`acdl`) provides
+the deploy workflow, policy engine, and attestation gates; this repo
+provides the app (blockchain + matching engine + settlement) + the
+`contract.yaml`.
+
+Tags run on the **v1.25.x** patch line: `v1.25.0` (P0) → `v1.25.N`
+(final phase = milestone release).
+
+### Phase P1 — blockchain-core (planned, tag v1.25.1)
+- REQ-310: Homegrown PoA blockchain core (block, ledger, validator).
+- REQ-311: Order-matching engine (limit order book, price-time priority).
+- REQ-312: Settlement service (T+1, idempotent, finality = block commit).
+
+### Phase P2 — consumer-contract-and-deploy (planned, tag v1.25.2)
+- REQ-313: Consumer `contract.yaml` + per-env variants.
+- REQ-314: Consumer deploy workflow invocation (`deploy.yml@v1.25`).
+
+### Phase P3 — pilot-metrics-and-policies (planned, tag v1.25.3)
+- REQ-315: Settlement-finality kyverno-json policy.
+- REQ-316: Pilot-estate regression capability (CAP-025).
+- REQ-317: Outcome-backfill emitter.
+- REQ-318: `reason='confidence'` escalation tag.
+- REQ-319: Env-JSON `state_backend` wiring reconciliation.
+- REQ-320: Declarative pilot-readiness kyverno-json policy.
+
+### Phase P4 — pilot-run-and-docs (planned, tag v1.25.4)
+- REQ-321: Docs + adapter README + onboarding guide.
+- Live pilot end-to-end run (apply → attest → record) against
+  `581513795199`.
+
+### Phase P5 — final review + audit + milestone ship (Final Phase, tag v1.25.5)
+- Multi-persona code review across P1..P4.
+- Audit: reconstruction test, branch hygiene, commit discipline.
+- Milestone ship: merge `phase/05` → `milestone/v1.26-pilot-activation`
+  → `main`; tag `v1.25.5` (= the v1.26 release per prev-minor tagging
+  rule); create Gitea release with full milestone summary; delete all
+  milestone branches.
+- Update `REQUIREMENTS.md` (mark REQ-310..321 complete), `ROADMAP.md`
+  (mark v1.26 complete), `NORTH_STAR.md` (note Strategic Objectives #1
+  + #3 — first real consumer estate; Post-Pilot denominators activated).
+
+After v1.26: future milestones may add bonds/derivatives/options
+(different settlement models), multi-validator BFT consensus, and
+tamper-evident ledger (D-083 lift).