docs(init): validate specification

Establish v0.4 refinement-only NFR milestone. Tags run on v0.3.x line.
Scope sourced from v0.3 forward-references (REVIEW P2/A-304, AUDIT §193,
GRILL G-014, D-046): REQ-029 lexicon shared helper, REQ-030 cross-const
test, REQ-031 lifecycle type review, REQ-032 docs build CI. Zero feat:
phases by construction.

---ci---
project: oy
phase: 0
milestone: v0.4
status: specify
tag_base: v0.3.x
milestone_type: nfr
---/ci---

.ciagent/CHECKPOINT.json

@@ -1,14 +1,11 @@
 {
-  "phase": 6,
+  "phase": 0,
-  "stage": "complete",
+  "stage": "specify",
-  "milestone": "v0.3",
+  "milestone": "v0.4",
-  "milestone_type": "feature",
+  "milestone_type": "nfr",
-  "tag_base": "v0.2.x",
+  "tag_base": "v0.3.x",
-  "phase_role": "final",
+  "phase_role": "pre_execution",
   "project": "oy",
   "attempts": 0,
-  "updated_at": "2026-08-18T01:00:00Z",
+  "updated_at": "2026-08-17T22:40:00Z"
-  "milestone_complete": true,
-  "milestone_release_tag": "v0.2.6",
-  "release_id": 739
 }

.ciagent/config.json

@@ -6,9 +6,9 @@
     }
   ],
   "active_project": "oy",
-  "milestone": "v0.3",
+  "milestone": "v0.4",
-  "milestone_type": "feature",
+  "milestone_type": "nfr",
-  "tag_base": "v0.2.x",
+  "tag_base": "v0.3.x",
   "autonomy": {
     "level": "full",
     "escalation_hooks": ["deploy", "delete_data", "merge_to_main"],

.ciagent/oy/PROJECT.md

@@ -61,7 +61,36 @@ OpenYield (OY) is a durable, anti-greed, jurisdiction-light financial layer —
 - D-009: Rebased history to fix v1.0 → v0.1 in ---ci--- blocks
 
 ## Milestone
-v0.3 — Bearers & Documentation (active milestone; feature type; tags run on the v0.2.x patch line)
+v0.4 — Refinement (active milestone; NFR type; tags run on the v0.3.x patch line)
+
+### v0.4 Scope (Refinement-only NFR — v0.3 post-hoc forward-references)
+
+v0.4 is a refinement-only NFR milestone: zero `feat:` phases. It lands the
+durability fixes v0.3 flagged but did not block on, sourced from REVIEW.md,
+AUDIT.md §193, and GRILL.md G-014. Live-runtime promotions of the v0.3 Bearers
+skeletons are out of scope (deferred to v0.5+).
+
+- **REQ-029** Lexicon firewall shared helper (`lexicon.SyntheticBannedStrings()`) — dedupe the synthetic self-test table between `lexicon_meta_test.go` and `lexicon_meta_docs_test.go`. Both meta-tests derive count + strings from the single `lexicon` package source, so a future banned-term addition updates both firewalls from one place. (GRILL G-014)
+- **REQ-030** Cross-package const-equality test — `x/hub.LendingCouponCapBps == x/bond.CouponCapBps` (and Floor). Test-only import (G-003 exempt). Catches silent mission-lock drift between hub LOCAL consts and bond D-028 consts. (REVIEW.md P2 / A-304)
+- **REQ-031** x/* lifecycle type shape-divergence review + alignment fixes — audit non-must-have lifecycle types across modules flagged by AUDIT §193; align where divergent without behavioral change. (AUDIT.md §193)
+- **REQ-032** Docs build CI — Gitea Actions workflow running `go test ./...` (lexicon firewall) + `mkdocs build` on every push; upload `site/` as a CI artifact. Full Gitea Pages publishing deferred if no hosting target configured. (D-046)
+
+### Milestone Type
+NFR (all phases are refactor/test/quality/chore). Phase 0 → `v0.3.0`; execution phases `v0.3.1..v0.3.3`; final phase patch `v0.3.4` IS the milestone release. No separate minor tag. The final-phase audit enforces the NFR purity gate (zero `feat:` commits).
+
+### Out of Scope (v0.4)
+- Live-runtime promotions: Exit/DEX, OY-SAT/OY-QR hardware, Hub API B2B, bond matching, L2 IBC rollout, Anchors onboarding (all `feat:`, deferred to v0.5+)
+- i18n / MkDocs internationalization (`feat:`, rejected by D-001 filter)
+- Yield Token, Travel + 11 service categories (ROADMAP Phase 4)
+- Cover Pool seniority mechanics (still deferred per PROJECT.md Q7)
+
+### Prior Milestones
+- v0.1 — OpenYield Foundation Init (COMPLETE; pre-MVP foundation skeleton; released as v0.0.9)
+- v0.2 — The Mesh (COMPLETE; skeleton + tests; released as v0.1.5)
+- v0.3 — Bearers & Documentation (COMPLETE; feature; released as v0.2.6)
+
+## Prior Milestone
+v0.3 — Bearers & Documentation (complete; feature type; tags ran on the v0.2.x patch line)
 
 ### v0.3 Scope (Bearers skeleton + Docs site — ROADMAP Phase 3 partial, plus a docs deliverable)
 

.ciagent/oy/REQUIREMENTS.md

@@ -43,6 +43,24 @@
 > IDEATE-01..IDEATE-07, then assigned final REQ-IDs). REQ-010 is promoted from
 > v0.1 Skeleton to a fuller v0.3 skeleton.
 
+## v0.4 Milestone Requirements (Refinement — NFR)
+
+v0.4 is a refinement-only NFR milestone: zero `feat:` phases. Scope sourced
+from v0.3 forward-references (REVIEW.md, AUDIT.md §193, GRILL.md G-014).
+Live-runtime promotions are out of scope (deferred to v0.5+). The D-001
+refinement-only filter applies to any IDEATE stage.
+
+| ID | Requirement | Source | Class | Priority | Status | Phase |
+|----|-------------|--------|-------|----------|--------|-------|
+| REQ-029 | Lexicon firewall: shared `lexicon.SyntheticBannedStrings()` helper — dedupe the synthetic self-test table between `lexicon_meta_test.go` and `lexicon_meta_docs_test.go`; both meta-tests derive count + strings from the single source so a future banned-term addition updates both firewalls from one place | GRILL G-014 | refactor/test | High | Pending | v0.4/P1 |
+| REQ-030 | Cross-package const-equality test: `x/hub.LendingCouponCapBps == x/bond.CouponCapBps` (and Floor) — test-only import (G-003 exempt), catches silent mission-lock drift between hub LOCAL consts and bond D-028 consts | REVIEW.md P2 / A-304 | test | High | Pending | v0.4/P1 |
+| REQ-031 | x/* lifecycle type shape-divergence review + alignment fixes — audit non-must-have lifecycle types across modules flagged by AUDIT §193; align shapes where divergent (no behavioral change) | AUDIT.md §193 | refactor/quality | Medium | Pending | v0.4/P2 |
+| REQ-032 | Docs build CI — Gitea Actions workflow that runs `go test ./...` (lexicon firewall) + `mkdocs build` on every push; upload the built `site/` as a CI artifact. Full Gitea Pages publishing deferred if no hosting target is configured (chore, not feat) | D-046 | chore/ci | Medium | Pending | v0.4/P3 |
+
+> REQ-029..REQ-032 are NEW in v0.4. All are NFR classes (refactor/test/quality/
+> chore) — zero `feat:` phases by construction. The final-phase audit enforces
+> the NFR purity gate (zero `feat:` commits in the milestone).
+
 ## IDEATE Traceability (Phase 0 — IDEATE stage, autonomy=full)
 
 The IDEATE stage ran the three ideation tiers (mechanical, backend-enriched,