fix: finalize Flow v2 authoritative cutover semantics

app/admin_ui/labels.py

@@ -8,6 +8,10 @@ from __future__ import annotations
 from typing import Any
 
 ACTION_LABELS = {
+    "CREATE_PROFORMA": "Criar proforma",
+    "CREATE_INVOICE": "Criar fatura",
+    "VALIDATE_ODOO_ORDER": "Validar encomenda",
+    "REVIEW_REQUIRED": "Rever processo",
     "CALL_CUSTOMER": "Ligar ao cliente",
     "SEND_INFO": "Enviar informação",
     "SEND_QUOTE": "Preparar orçamento",
@@ -38,6 +42,10 @@ ACTION_LABELS = {
 }
 
 PRIMARY_ACTION_LABELS = {
+    "CREATE_PROFORMA": "Criar proforma",
+    "CREATE_INVOICE": "Criar fatura",
+    "VALIDATE_ODOO_ORDER": "Validar encomenda",
+    "REVIEW_REQUIRED": "Rever processo",
     "CALL_CUSTOMER": "Ligar ao cliente",
     "SEND_INFO": "Preparar resposta",
     "SEND_QUOTE": "Preparar orçamento",

app/authoritative_operational_adapter.py

@@ -0,0 +1,196 @@
+"""Authoritative BLIF Flow v2 -> operator decision adapter.
+
+The persisted projection owns factual business state.  Pending tasks are only
+operational obligations and may override that state when this policy proves
+that they are current.  This module is deliberately pure and performs no I/O.
+"""
+from __future__ import annotations
+
+from dataclasses import asdict, dataclass
+from datetime import datetime, timezone
+from typing import Any, Iterable, Mapping
+
+from app.admin_ui.labels import action_label
+
+
+FORMAL_ACTIONS = {"CREATE_PROFORMA", "CREATE_INVOICE"}
+REVIEW_ACTIONS = {"REVIEW", "REVIEW_MANUALLY", "REVIEW_REQUIRED", "REVIEW_RECONSTRUCTED_PROCESS"}
+PAYMENT_FOLLOWUPS = {"FOLLOW_UP_PAYMENT", "FOLLOW_UP_PROFORMA"}
+VALID_OVERRIDES = REVIEW_ACTIONS | {"SUPPORT", "SEND_INFO", "CALL_CUSTOMER", "FOLLOW_UP_CUSTOMER_REVIEW"} | PAYMENT_FOLLOWUPS
+TERMINAL_STATES = {"COMPLETED", "LOST", "NO_INTEREST"}
+
+
+@dataclass(frozen=True)
+class AuthoritativeOperationalDecision:
+    opportunity_id: str
+    canonical_opportunity_id: str
+    business_state: str
+    business_next_action: str | None
+    effective_action: str | None
+    queue: str
+    eligible: bool
+    reason_code: str
+    reason_text: str
+    blocking_action_code: str | None = None
+    obligation_source_refs: tuple[dict[str, Any], ...] = ()
+    confidence: str = "high"
+
+    def to_dict(self) -> dict[str, Any]:
+        result = asdict(self)
+        result["obligation_source_refs"] = list(self.obligation_source_refs)
+        # Shared legacy presentation contract consumed by Operations and detail.
+        result.update({
+            "action_code": self.effective_action or "NO_ACTION",
+            "label": action_label(self.effective_action, "Sem ação"),
+            "description": self.reason_text,
+            "priority": "alta" if self.queue in {"review", "blocked", "exception"} else "normal",
+            "can_execute": self.eligible and self.effective_action is not None,
+            "reason_if_blocked": self.reason_code if not self.eligible else None,
+            "operational_queue": self.queue,
+            "authoritative_v2": True,
+            "is_duplicate_representation": self.reason_code == "DUPLICATE_SUPPRESSED",
+            "suppress_current_card": self.reason_code == "DUPLICATE_SUPPRESSED",
+        })
+        return result
+
+
+def _code(value: Any) -> str:
+    return str(value or "").strip().upper()
+
+
+def _dt(value: Any) -> datetime | None:
+    if not value:
+        return None
+    if isinstance(value, datetime):
+        parsed = value
+    else:
+        try:
+            parsed = datetime.fromisoformat(str(value).replace("Z", "+00:00"))
+        except ValueError:
+            return None
+    return parsed if parsed.tzinfo else parsed.replace(tzinfo=timezone.utc)
+
+
+def _active_obligations(obligations: Iterable[Mapping[str, Any]]) -> list[Mapping[str, Any]]:
+    return [row for row in obligations
+            if str(row.get("status") or "").lower() == "pending"
+            and not row.get("resolved_at") and not row.get("superseded_by_task_id")]
+
+
+def _unanswered_inbound(row: Mapping[str, Any]) -> bool:
+    inbound = _dt(row.get("latest_public_inbound"))
+    outbound = _dt(row.get("latest_public_outbound"))
+    return bool(inbound and (outbound is None or outbound <= inbound))
+
+
+def _ref(row: Mapping[str, Any]) -> dict[str, Any]:
+    return {"source": "task", "id": str(row.get("id") or ""), "status": "pending",
+            "action_code": _code(row.get("action_code")),
+            "source_system": str(row.get("source_system") or "")}
+
+
+def decide_authoritative_operation(
+    projection: Mapping[str, Any] | None,
+    *, obligations: Iterable[Mapping[str, Any]] = (), now: datetime | None = None,
+    fiscal_complete: bool = True, reconciliation_blocking: bool = False,
+    hard_blocker: str | None = None,
+) -> AuthoritativeOperationalDecision:
+    """Return the sole operator decision, failing closed without a projection."""
+    now = now or datetime.now(timezone.utc)
+    if projection is None:
+        return AuthoritativeOperationalDecision(
+            "", "", "MISSING_PROJECTION", None, "REVIEW_REQUIRED", "review", True,
+            "MISSING_V2_PROJECTION", "A projeção Flow v2 está em falta; é necessária revisão, sem recorrer ao V1.",
+            confidence="low",
+        )
+    oid = str(projection.get("opportunity_id") or "")
+    canonical = str(projection.get("canonical_opportunity_id") or oid)
+    state = _code(projection.get("business_state"))
+    business_action = _code(projection.get("business_next_action")) or None
+    confidence = str(projection.get("confidence") or "low")
+    if projection.get("is_duplicate_representation"):
+        return AuthoritativeOperationalDecision(
+            oid, canonical, state, business_action, None, "not_current", False,
+            "DUPLICATE_SUPPRESSED", f"Representação duplicada do processo material canónico {canonical}.", confidence="high",
+        )
+    if hard_blocker:
+        return AuthoritativeOperationalDecision(
+            oid, canonical, state, business_action, hard_blocker, "blocked", True,
+            "HARD_FACTUAL_BLOCKER", "Um bloqueio factual ou de sistema impede a ação atual.", hard_blocker, confidence=confidence,
+        )
+    # Terminal factual state cannot be reopened by a leftover operational task.
+    if state in TERMINAL_STATES:
+        return AuthoritativeOperationalDecision(oid, canonical, state, business_action, None, "not_current", False,
+                                                "TERMINAL_BUSINESS_STATE", "O processo factual está concluído.", confidence=confidence)
+
+    active = _active_obligations(obligations)
+    by_code: dict[str, list[Mapping[str, Any]]] = {}
+    for row in active:
+        by_code.setdefault(_code(row.get("action_code")), []).append(row)
+
+    # A formal-document prerequisite blocks only a transition which needs it.
+    if business_action in FORMAL_ACTIONS and not fiscal_complete:
+        return AuthoritativeOperationalDecision(
+            oid, canonical, state, business_action, "VALIDATE_FISCAL_CUSTOMER", "blocked", True,
+            "FISCAL_IDENTITY_REQUIRED", "Validar os dados fiscais antes de criar o documento oficial.",
+            "VALIDATE_FISCAL_CUSTOMER", confidence=confidence,
+        )
+    if business_action in FORMAL_ACTIONS and reconciliation_blocking:
+        return AuthoritativeOperationalDecision(
+            oid, canonical, state, business_action, "RECONCILE_DOCUMENTS", "blocked", True,
+            "DOCUMENT_RECONCILIATION_REQUIRED", "Confirmar a ligação do documento formal atual.",
+            "RECONCILE_DOCUMENTS", confidence=confidence,
+        )
+
+    def choose(codes: Iterable[str], queue: str, reason: str):
+        for code in codes:
+            rows = by_code.get(code, [])
+            if rows:
+                return AuthoritativeOperationalDecision(
+                    oid, canonical, state, business_action, code, queue, True, reason,
+                    "Existe uma obrigação operacional pendente e válida.",
+                    obligation_source_refs=tuple(_ref(row) for row in rows), confidence=confidence,
+                )
+        return None
+
+    picked = choose(("REVIEW_MANUALLY", "REVIEW_REQUIRED", "REVIEW", "REVIEW_RECONSTRUCTED_PROCESS"), "review", "ACTIVE_REVIEW_OBLIGATION")
+    picked = picked or choose(("SUPPORT",), "do_now", "ACTIVE_SUPPORT_OBLIGATION")
+    valid_send_info = [row for row in by_code.get("SEND_INFO", []) if (
+        state != "AWAITING_CUSTOMER" or _unanswered_inbound(row)
+    )]
+    if valid_send_info and (state in {"INQUIRY", "AWAITING_CUSTOMER"} or business_action == "SEND_INFO"):
+        by_code["SEND_INFO"] = valid_send_info
+        picked = picked or choose(("SEND_INFO",), "do_now", "ACTIVE_RESPONSE_OBLIGATION")
+    picked = picked or choose(("CALL_CUSTOMER",), "do_now", "EXPLICIT_CALL_OBLIGATION")
+    if picked:
+        return picked
+
+    waiting_state = state in {"AWAITING_CUSTOMER", "AWAITING_PAYMENT"}
+    followup_order = ("FOLLOW_UP_CUSTOMER_REVIEW",) if state == "AWAITING_CUSTOMER" else tuple(PAYMENT_FOLLOWUPS)
+    if waiting_state:
+        for code in followup_order:
+            rows = by_code.get(code, [])
+            if not rows:
+                continue
+            due_rows = [row for row in rows if _dt(row.get("due_at")) is None or _dt(row.get("due_at")) <= now]
+            if due_rows:
+                return AuthoritativeOperationalDecision(
+                    oid, canonical, state, business_action, code, "do_now", True, "DUE_FOLLOW_UP",
+                    "O follow-up ativo chegou à data e continua por satisfazer.",
+                    obligation_source_refs=tuple(_ref(row) for row in due_rows), confidence=confidence,
+                )
+            return AuthoritativeOperationalDecision(
+                oid, canonical, state, business_action, None, "waiting", False, "FOLLOW_UP_NOT_DUE",
+                "O follow-up ativo ainda não chegou à data.",
+                obligation_source_refs=tuple(_ref(row) for row in rows), confidence=confidence,
+            )
+
+    if business_action:
+        queue = "review" if business_action in REVIEW_ACTIONS else "do_now"
+        return AuthoritativeOperationalDecision(oid, canonical, state, business_action, business_action, queue, True,
+                                                "BUSINESS_NEXT_ACTION", str(projection.get("reason_text") or "A ação decorre do estado factual Flow v2."), confidence=confidence)
+    if waiting_state:
+        return AuthoritativeOperationalDecision(oid, canonical, state, None, None, "waiting", False,
+                                                "WAITING_EXTERNAL_EVENT", "O processo aguarda um evento externo.", confidence=confidence)
+    return AuthoritativeOperationalDecision(oid, canonical, state, None, None, "backlog", False,
+                                            "NO_CURRENT_INTERNAL_ACTION", "Não existe ação interna atual.", confidence=confidence)

app/canonical_operations.py

@@ -321,13 +321,14 @@ def _opportunity_item(
     rows: list[Mapping[str, Any]],
     decision: Mapping[str, Any],
 ) -> tuple[dict[str, Any] | None, list[dict[str, Any]]]:
+    authoritative = decision.get("authoritative_v2") is True
     scheduled_call = next((
         row for row in rows
         if row.get("source") == "task"
         and _s(row.get("status")).lower() == "pending"
         and _canonical_code(row.get("action_code")) == "CALL_CUSTOMER"
     ), None)
-    if scheduled_call:
+    if scheduled_call and not authoritative:
         decision = {
             **dict(decision),
             "action_code": "CALL_CUSTOMER",
@@ -347,26 +348,29 @@ def _opportunity_item(
             evidence_rows.append(row)
 
     if action_code in NO_WORK_ACTION_CODES:
-        if not _has_explicit_unresolved_review(evidence_rows):
+        if decision.get("suppress_current_card"):
             return None, independent_exceptions
-        # The central decision normally wins, but an explicit unresolved review
-        # marker must not be hidden by NO_ACTION/NOT_FOUND.
-        action_code = "REVIEW"
-        decision = {
-            **dict(decision),
-            "action_code": action_code,
-            "label": "Rever evidência pendente",
-            "description": "A decisão central indica que não há ação, mas existe evidência explicitamente marcada para revisão.",
-            "reason": "Existe revisão humana não resolvida apesar da decisão central sem ação.",
-            "priority": "normal",
-            "target_url": f"/opportunities/{opportunity_id}",
-        }
+        keep_authoritative_noncurrent = authoritative and _s(decision.get("operational_queue")) in {"waiting", "backlog"}
+        if not keep_authoritative_noncurrent:
+            if not _has_explicit_unresolved_review(evidence_rows):
+                return None, independent_exceptions
+            # The central decision normally wins, but an explicit unresolved
+            # review marker must not be hidden by NO_ACTION/NOT_FOUND.
+            action_code = "REVIEW"
+            decision = {
+                **dict(decision), "action_code": action_code,
+                "label": "Rever evidência pendente",
+                "description": "A decisão central indica que não há ação, mas existe evidência explicitamente marcada para revisão.",
+                "reason": "Existe revisão humana não resolvida apesar da decisão central sem ação.",
+                "priority": "normal", "target_url": f"/opportunities/{opportunity_id}",
+            }
 
     matching_task = scheduled_call or _matching_task(evidence_rows, action_code)
     primary = matching_task or next((row for row in evidence_rows if row.get("source") == "task"), None)
     primary = primary or (evidence_rows[0] if evidence_rows else {})
     process_key = f"opportunity:{opportunity_id}"
     waiting = _is_waiting(decision)
+    decision_queue = _s(decision.get("operational_queue")) if authoritative else ""
     opportunity_row = next((row for row in evidence_rows if _s(row.get("fiscal_customer_name"))), None)
     opportunity_row = opportunity_row or next((row for row in evidence_rows if _s(row.get("opportunity_title"))), None)
     opportunity_row = opportunity_row or primary
@@ -383,7 +387,7 @@ def _opportunity_item(
         "detail": _s(decision.get("description") or decision.get("reason")),
         "why_human_required": _s(decision.get("reason") or decision.get("description")),
         "priority": _s(decision.get("priority")) or _best_priority(evidence_rows),
-        "operational_queue": "waiting" if waiting else "do_now",
+        "operational_queue": decision_queue or ("waiting" if waiting else "do_now"),
         "queue": _s((matching_task or primary).get("queue")) or _s(primary.get("queue")) or "rever",
         "status": "waiting" if waiting else "pending",
         "href": _s((matching_task or {}).get("href")) or _s(decision.get("target_url")) or f"/opportunities/{opportunity_id}",
@@ -400,6 +404,11 @@ def _opportunity_item(
         ],
         "decision_version": decision.get("decision_version"),
         "decision": dict(decision),
+        "business_state": decision.get("business_state"),
+        "business_next_action": decision.get("business_next_action"),
+        "effective_action": decision.get("effective_action"),
+        "canonical_opportunity_id": decision.get("canonical_opportunity_id") or opportunity_id,
+        "material_process_key": decision.get("material_process_key"),
     })
     return item, independent_exceptions
 

app/operational_eligibility.py

@@ -157,6 +157,23 @@ def apply_operational_eligibility(items: Iterable[Mapping[str, Any]], *, now: da
     projected = []
     for source in items:
         item = dict(source)
+        decision = item.get("decision") if isinstance(item.get("decision"), Mapping) else {}
+        if decision.get("authoritative_v2") is True:
+            item["eligibility"] = {
+                "eligible": bool(decision.get("eligible")),
+                "queue": decision.get("operational_queue"),
+                "reason_code": decision.get("reason_code"),
+                "reason_text": decision.get("description"),
+                "blocking_action_code": decision.get("blocking_action_code"),
+                "obligation_source_refs": decision.get("obligation_source_refs") or [],
+                "confidence": decision.get("confidence"),
+            }
+            item["operational_queue"] = decision.get("operational_queue")
+            item["why_human_required"] = decision.get("description")
+            item["eligibility_reason_code"] = decision.get("reason_code")
+            item["eligible"] = bool(decision.get("eligible"))
+            projected.append(item)
+            continue
         eligibility = evaluate_operational_eligibility(item, now=now)
         item["eligibility"] = eligibility.to_dict()
         item["operational_queue"] = eligibility.queue

app/operations_service.py

@@ -8,6 +8,7 @@ from __future__ import annotations
 import os
 import re
 import subprocess
+from contextlib import nullcontext
 from typing import Any, Dict, List, Optional
 
 from sqlalchemy import text
@@ -26,7 +27,7 @@ from app.canonical_operations import (
     opportunity_ids_from_work_seeds,
     partition_canonical_items,
 )
-from app.opportunity_next_action_service import get_opportunity_next_actions
+from app.opportunity_next_action_service import get_opportunity_next_actions, get_opportunity_next_actions_for_mode
 from app.document_reconciliation_service import active_document_link_exclusion_sql
 
 
@@ -37,6 +38,53 @@ def _int(value: Any) -> int:
         return 0
 
 
+def _authoritative_material_identity(item: Dict[str, Any]) -> str:
+    return str(item.get("material_process_key") or item.get("canonical_opportunity_id")
+               or item.get("process_key") or item.get("work_item_key") or item.get("id"))
+
+
+def _collapse_authoritative_material_processes(items: List[Dict[str, Any]]) -> List[Dict[str, Any]]:
+    """Enforce one current card per material process without deleting evidence."""
+    current_queues = {"do_now", "review", "blocked", "exception"}
+    action_rank = {
+        "REVIEW_MANUALLY": 10, "REVIEW_RECONSTRUCTED_PROCESS": 11, "REVIEW_REQUIRED": 12,
+        "SUPPORT": 20, "SEND_INFO": 30, "CALL_CUSTOMER": 40,
+        "FOLLOW_UP_CUSTOMER_REVIEW": 50, "FOLLOW_UP_PAYMENT": 51,
+    }
+    groups: Dict[str, List[Dict[str, Any]]] = {}
+    noncurrent: List[Dict[str, Any]] = []
+    for item in items:
+        if item.get("operational_queue") not in current_queues:
+            noncurrent.append(item)
+            continue
+        groups.setdefault(_authoritative_material_identity(item), []).append(item)
+    selected: List[Dict[str, Any]] = []
+    for identity, group in groups.items():
+        winner = min(group, key=lambda row: (
+            0 if row.get("operational_queue") in {"blocked", "exception"} else 1,
+            action_rank.get(str(row.get("action_code") or ""), 100),
+            str(row.get("work_item_key") or ""),
+        ))
+        merged = dict(winner)
+        if len(group) > 1:
+            merged["suppressed_competing_actions"] = [
+                {"work_item_key": row.get("work_item_key"), "action_code": row.get("action_code"),
+                 "source_refs": row.get("source_refs") or []}
+                for row in group if row is not winner
+            ]
+            refs, seen = list(merged.get("source_refs") or []), set()
+            for ref in refs:
+                seen.add((str(ref.get("source")), str(ref.get("id"))))
+            for row in group:
+                for ref in row.get("source_refs") or []:
+                    key = (str(ref.get("source")), str(ref.get("id")))
+                    if key not in seen:
+                        refs.append(ref); seen.add(key)
+            merged["source_refs"] = refs
+        selected.append(merged)
+    return selected + noncurrent
+
+
 def _is_manually_resolved_error(value: Any) -> bool:
     text_value = str(value or "").strip().casefold()
     return "limpo manualmente" in text_value or "resolvido manualmente" in text_value
@@ -104,7 +152,7 @@ def _norm_identity(value: Any) -> str:
 
 
 def _identity_tokens(value: Any) -> set[str]:
-    return {
+    result = {
         token
         for token in _norm_identity(value).split()
         if len(token) >= 3 and token not in _IDENTITY_STOPWORDS
@@ -302,7 +350,9 @@ def _attach_operation_urls(items: List[Dict[str, Any]]) -> List[Dict[str, Any]]:
     return _sanitize_operation_identities(cleaned)
 
 
-def get_operations_summary(limit: int = 24) -> Dict[str, Any]:
+def get_operations_summary(
+    limit: int = 24, *, flow_mode: str | None = None, connection: Any = None,
+) -> Dict[str, Any]:
     """Build the /operations work queue summary.
 
     /operations is intentionally not a mini-dashboard. It returns a compact
@@ -315,7 +365,8 @@ def get_operations_summary(limit: int = 24) -> Dict[str, Any]:
     # after canonicalization. This prevents duplicate rows from consuming the
     # display limit while still avoiding an unbounded history scan.
     candidate_limit = max(200, min(display_limit * 20, 1000))
-    with engine.begin() as conn:
+    active_flow_mode = str(flow_mode if flow_mode is not None else settings.blif_flow_v2_mode or "off").strip().lower()
+    with (nullcontext(connection) if connection is not None else engine.begin()) as conn:
         counts = conn.execute(text("""
             SELECT
               (SELECT COUNT(*) FROM opportunities WHERE status = 'open')::int AS open_opportunities,
@@ -672,14 +723,57 @@ def get_operations_summary(limit: int = 24) -> Dict[str, Any]:
             conversation_timeline = {str(row["conversation_id"]): dict(row) for row in timeline_rows}
 
     seed_rows = [dict(r) for r in work_seed_rows]
+    # In authoritative mode the factual projection, not a legacy task/stage,
+    # selects material processes that have current business work.  Synthetic
+    # rows are read-model seeds only and are never persisted.
+    if active_flow_mode == "authoritative":
+        seeded = {str(row.get("opportunity_id") or "") for row in seed_rows}
+        with (nullcontext(connection) if connection is not None else engine.connect()) as conn:
+            v2_seeds = conn.execute(text("""
+                SELECT p.opportunity_id::text, p.business_state, p.business_next_action, p.derived_at,
+                       o.title, o.value_amount, o.currency, o.lifecycle_state,
+                       c.name AS customer_name
+                FROM opportunity_flow_state_v2 p
+                JOIN opportunities o ON o.id = p.opportunity_id
+                LEFT JOIN customers c ON c.id = o.local_customer_id
+                WHERE p.is_duplicate_representation = false
+                  AND (p.business_next_action IS NOT NULL
+                       OR p.business_state IN ('AWAITING_CUSTOMER', 'AWAITING_PAYMENT'))
+            """)).mappings().all()
+        for projection_seed in v2_seeds:
+            oid = str(projection_seed["opportunity_id"])
+            if oid in seeded:
+                continue
+            seed_rows.append({
+                "source": "flow_v2", "id": oid, "opportunity_id": oid,
+                "created_at": projection_seed.get("derived_at"), "due_at": None,
+                "priority": "normal", "queue": "vendas",
+                "action_code": (projection_seed.get("business_next_action")
+                                or ("WAIT_PAYMENT" if projection_seed.get("business_state") == "AWAITING_PAYMENT"
+                                    else "WAIT_CUSTOMER")),
+                "status": "projected",
+                "title": projection_seed.get("title") or "Oportunidade",
+                "opportunity_title": projection_seed.get("title") or "",
+                "customer_name": projection_seed.get("customer_name") or "",
+                "fiscal_customer_name": projection_seed.get("customer_name") or "",
+                "item_metadata": {}, "opportunity_metadata": {},
+                "opportunity_lifecycle_state": projection_seed.get("lifecycle_state") or "",
+                "opportunity_value_amount": projection_seed.get("value_amount") or 0,
+                "opportunity_currency": projection_seed.get("currency") or "EUR",
+                "href": f"/opportunities/{oid}", "action_label": "Abrir",
+            })
     for row in seed_rows:
         timeline = conversation_timeline.get(str(row.get("conversation_id") or ""), {})
         row.update({key: timeline.get(key) for key in ("latest_public_inbound", "latest_public_outbound")})
     normalized_rows = _normalise_work_item_intent(seed_rows)
     opportunity_ids = opportunity_ids_from_work_seeds(normalized_rows)
-    decisions = get_opportunity_next_actions(opportunity_ids) if opportunity_ids else {}
+    decisions = (get_opportunity_next_actions_for_mode(
+        opportunity_ids, flow_mode=active_flow_mode, connection=connection,
+    ) if opportunity_ids else {})
     projection = canonicalize_operations(normalized_rows, decisions, evidence_rows=[dict(row) for row in evidence_rows])
     canonical_items = _attach_operation_urls(list(projection["items"]))
+    if active_flow_mode == "authoritative":
+        canonical_items = _collapse_authoritative_material_processes(canonical_items)
     partition = partition_canonical_items(canonical_items, display_limit=display_limit)
     actionable_items = partition["actionable_items"]
     all_waiting_items = partition["waiting_items"]
@@ -708,7 +802,7 @@ def get_operations_summary(limit: int = 24) -> Dict[str, Any]:
         "backlog_total": partition["backlog_total"],
         "not_current_total": partition["not_current_total"],
     }
-    return {
+    result = {
         "counts": cleaned_counts,
         "recent_outbox": [dict(r) for r in recent_outbox],
         "recent_documents": [dict(r) for r in recent_documents],
@@ -722,6 +816,11 @@ def get_operations_summary(limit: int = 24) -> Dict[str, Any]:
         **diagnostics,
         "projection_metrics": diagnostics,
     }
+    if flow_mode is not None:
+        # Complete, untruncated read-model population for offline simulation;
+        # normal API/GET callers do not receive this audit-only field.
+        result["simulation_all_items"] = canonical_items
+    return result
 
 
 def get_system_health_summary() -> Dict[str, Any]:

app/opportunity_next_action_service.py

@@ -15,6 +15,7 @@ from sqlalchemy import bindparam, text
 
 from app.db import engine
 from app.config import settings
+from app.authoritative_operational_adapter import decide_authoritative_operation
 # Backward-compatible static anchors from v1.5.59: quotation_doc, invoice_doc, confirmar pagamento antes de emitir fatura, Pagamento confirmado com base em, Criar/enviar fatura.
 from app.domain.opportunity_flow import (
     OpportunityEvidence,
@@ -51,6 +52,11 @@ def _load_v2_comparison_rows(opportunity_ids: list[str]) -> dict[str, dict[str,
     """Read the persisted projection only; comparison must never derive writes."""
     if not opportunity_ids:
         return {}
+    # Lightweight repository fakes used by pure unit tests intentionally expose
+    # only ``begin``.  Comparison observation is optional and must not alter the
+    # V1 contract or its query count when that read capability is absent.
+    if not hasattr(engine, "connect"):
+        return {}
     with engine.connect() as conn:
         rows = conn.execute(text("""
             SELECT opportunity_id::text, material_process_key,
@@ -95,8 +101,6 @@ def compare_v1_v2_decisions(
 
 def _observe_flow_v2(v1_decisions: Dict[str, Dict[str, Any]]) -> None:
     mode = _flow_v2_mode()
-    if mode == "authoritative":
-        raise RuntimeError("BLIF Flow v2 authoritative mode is disabled; cutover boundary is fail-closed")
     if mode != "compare" or not v1_decisions:
         return
     rows = _load_v2_comparison_rows(list(v1_decisions))
@@ -228,7 +232,7 @@ def get_opportunity_next_action(
     """
 
     if _flow_v2_mode() == "authoritative":
-        raise RuntimeError("BLIF Flow v2 authoritative mode is disabled; cutover boundary is fail-closed")
+        return get_opportunity_next_actions([opportunity_id]).get(opportunity_id) or decide_authoritative_operation(None).to_dict()
     evidence = (_build_db_evidence(opportunity_id, preloaded=preloaded)
                 if preloaded is not None else _build_db_evidence(opportunity_id))
     if evidence is None:
@@ -368,16 +372,28 @@ def _bulk_operation_snapshots(
 
 def get_opportunity_next_actions(opportunity_ids: Iterable[str]) -> Dict[str, Dict[str, Any]]:
     """Return the same decisions as the single-item API with a fixed query count."""
-    if _flow_v2_mode() == "authoritative":
-        raise RuntimeError("BLIF Flow v2 authoritative mode is disabled; cutover boundary is fail-closed")
     ids = list(dict.fromkeys(str(value).strip() for value in opportunity_ids if str(value).strip()))
     if not ids:
         return {}
 
+    return get_opportunity_next_actions_for_mode(ids, flow_mode=_flow_v2_mode())
+
+
+def get_opportunity_next_actions_for_mode(
+    opportunity_ids: Iterable[str], *, flow_mode: str, connection: Any = None,
+) -> Dict[str, Dict[str, Any]]:
+    """Explicit-mode read boundary used by the read-only cutover simulation."""
+    ids = list(dict.fromkeys(str(value).strip() for value in opportunity_ids if str(value).strip()))
+    if not ids:
+        return {}
+    if flow_mode == "authoritative":
+        return _get_authoritative_opportunity_decisions(ids, connection=connection)
+
     # Read path only: schema creation belongs to startup/migrations.  In
     # particular, GET /operations must never perform DDL while calculating its
     # canonical projection.
-    with engine.begin() as conn:
+    from contextlib import nullcontext
+    with (nullcontext(connection) if connection is not None else engine.begin()) as conn:
         opportunities = _bulk_rows(conn, """
             SELECT id::text, stage, status, title,
                    local_customer_id::text AS fiscal_customer_id,
@@ -448,5 +464,88 @@ def get_opportunity_next_actions(opportunity_ids: Iterable[str]) -> Dict[str, Di
             company_profile="blif",
         )
         decisions[oid] = decide_opportunity_next_action(evidence, profile).to_dict()
-    _observe_flow_v2(decisions)
+    if flow_mode == "compare":
+        _observe_flow_v2(decisions)
+    return decisions
+
+
+def _get_authoritative_opportunity_decisions(ids: list[str], *, connection: Any = None) -> Dict[str, Dict[str, Any]]:
+    """Read-only set-oriented adapter input loader; never derives or persists V2."""
+    from contextlib import nullcontext
+    with (nullcontext(connection) if connection is not None else engine.connect()) as conn:
+        projections = _bulk_rows(conn, """
+            SELECT opportunity_id::text, material_process_key,
+                   canonical_opportunity_id::text, is_duplicate_representation,
+                   business_state, business_next_action, diagnostic_status,
+                   confidence, reason_code, reason_text
+            FROM opportunity_flow_state_v2 WHERE opportunity_id::text IN :opportunity_ids
+        """, ids)
+        tasks = _bulk_rows(conn, """
+            SELECT t.id::text, t.opportunity_id::text, t.action_code, t.status, t.due_at,
+                   t.source_system, t.conversation_id, t.resolved_at, t.resolution_code,
+                   t.superseded_by_task_id::text, t.created_at, t.metadata,
+                   (SELECT max(m.created_at) FROM messages m
+                    WHERE m.source_system = 'chatwoot' AND m.conversation_id = t.conversation_id
+                      AND m.direction = 'inbound') AS latest_public_inbound,
+                   (SELECT max(m.created_at) FROM messages m
+                    WHERE m.source_system = 'chatwoot' AND m.conversation_id = t.conversation_id
+                      AND m.direction = 'outbound') AS latest_public_outbound
+            FROM tasks t WHERE t.opportunity_id::text IN :opportunity_ids AND t.status = 'pending'
+        """, ids)
+        customers = _bulk_rows(conn, """
+            SELECT o.id::text AS opportunity_id,
+                   (c.tax_id IS NOT NULL AND c.tax_id <> '' AND c.email IS NOT NULL AND c.email <> ''
+                    AND c.street_name IS NOT NULL AND c.street_name <> ''
+                    AND c.postal_zone IS NOT NULL AND c.postal_zone <> ''
+                    AND c.city_name IS NOT NULL AND c.city_name <> '') AS fiscal_complete
+            FROM opportunities o LEFT JOIN customers c ON c.id = o.local_customer_id
+            WHERE o.id::text IN :opportunity_ids
+        """, ids)
+        reconciliation = _bulk_rows(conn, """
+            SELECT opportunity_id::text
+            FROM reconciliation_items
+            WHERE opportunity_id::text IN :opportunity_ids
+              AND status IN ('needs_review','conflict')
+              AND COALESCE((payload->>'reconciliation_blocks_current_action')::boolean, false)
+        """, ids)
+    projection_by_id = {str(row["opportunity_id"]): row for row in projections}
+    tasks_by_id = _group_by_opportunity(tasks)
+    fiscal_by_id = {str(row["opportunity_id"]): bool(row.get("fiscal_complete")) for row in customers}
+    reconciliation_ids = {str(row["opportunity_id"]) for row in reconciliation}
+    decisions = {}
+    for oid in ids:
+        projection = projection_by_id.get(oid)
+        decision = decide_authoritative_operation(
+            projection, obligations=tasks_by_id.get(oid, []),
+            fiscal_complete=fiscal_by_id.get(oid, False),
+            reconciliation_blocking=oid in reconciliation_ids,
+        )
+        value = decision.to_dict()
+        winning_ids = {str(ref.get("id") or "") for ref in value.get("obligation_source_refs") or []}
+        obligation_audit = []
+        for task in tasks_by_id.get(oid, []):
+            task_id = str(task.get("id") or "")
+            if task_id in winning_ids:
+                classification = "VALID_ACTIVE_OBLIGATION"
+            elif task.get("superseded_by_task_id"):
+                classification = "SUPERSEDED_OBLIGATION"
+            elif task.get("resolved_at") or task.get("resolution_code"):
+                classification = "SATISFIED_OBLIGATION"
+            elif ((task_code := str(task.get("action_code") or "").upper()).startswith("SEND_")
+                  and task_code != "SEND_INFO") or task_code == "CREATE_JASMIN_QUOTE":
+                classification = "PREMATURE_OR_STALE_OBLIGATION"
+            else:
+                classification = "STALE_LEGACY_OBLIGATION"
+            obligation_audit.append({
+                "id": task_id, "action_code": task.get("action_code"), "status": task.get("status"),
+                "source_system": task.get("source_system"), "classification": classification,
+            })
+        value["obligation_audit_refs"] = obligation_audit
+        if projection is None:
+            value["opportunity_id"] = oid
+            value["target_url"] = f"/opportunities/{oid}"
+        else:
+            value["material_process_key"] = projection.get("material_process_key")
+            value["target_url"] = f"/opportunities/{decision.canonical_opportunity_id or oid}"
+        decisions[oid] = value
     return decisions

scripts/simulate_blif_flow_v2_authoritative.py

@@ -0,0 +1,300 @@
+#!/usr/bin/env python3
+"""Simulate authoritative BLIF Flow v2 without changing application mode."""
+from __future__ import annotations
+
+import argparse
+import json
+import os
+from pathlib import Path
+import sys
+from typing import Any
+
+JSON_PATH = Path("/tmp/blif_flow_v2_authoritative_simulation.json")
+TEXT_PATH = Path("/tmp/blif_flow_v2_authoritative_operations.txt")
+CURRENT = {"do_now", "review", "blocked", "exception"}
+CLASSIFICATIONS = {
+    "SATISFIED", "SUPERSEDED", "DUPLICATE_SUPPRESSED", "PREMATURE_REMOVED",
+    "REPLACED_BY_CORRECT_ACTION", "LEGACY_ONLY", "UNSAFE_FALSE_NEGATIVE",
+}
+NAMED = {
+    "Instalbeira": ("5c33db95-fab8-477a-bddd-0b9cc8f91302", "CREATE_PROFORMA", "CREATE_PROFORMA", "do_now"),
+    "Panoramic": ("fd79b9a1-07e6-4f61-95e8-09eab89c155e", None, "FOLLOW_UP_CUSTOMER_REVIEW", "do_now"),
+    "ENGEXICON": ("61f1c955-a372-4ea7-b9b0-b8528d74a141", "PREPARE_ORDER", "PREPARE_ORDER", "do_now"),
+    "CONSTRURECUP": ("e3b23ac5-84db-4763-8a31-a684e873032c", "PREPARE_ORDER", "PREPARE_ORDER", "do_now"),
+    "X MAT canonical": ("dc89a466-db24-401b-bfe9-d47644b2d0c8", None, None, "not_current"),
+    "X MAT duplicate": ("1816a06e-9a69-4a9b-9279-1263156892d3", None, None, "suppressed"),
+    "RZSOLAR canonical": ("fd221608-e007-4043-a23d-07e0c119a345", "REVIEW_REQUIRED", "REVIEW_RECONSTRUCTED_PROCESS", "review"),
+    "RZSOLAR duplicate": ("434124fb-ac19-4d78-909a-55761d7e8daa", "REVIEW_REQUIRED", None, "suppressed"),
+}
+DUPLICATE_CANONICAL = {
+    "1816a06e-9a69-4a9b-9279-1263156892d3": "dc89a466-db24-401b-bfe9-d47644b2d0c8",
+    "434124fb-ac19-4d78-909a-55761d7e8daa": "fd221608-e007-4043-a23d-07e0c119a345",
+}
+
+
+def parse_args(argv: list[str] | None = None) -> argparse.Namespace:
+    parser = argparse.ArgumentParser(
+        description="Read-only V1 versus simulated authoritative BLIF Flow v2 Operations audit."
+    )
+    parser.add_argument(
+        "--production-readonly-simulation", action="store_true",
+        help="Required opt-in when current_database() is clientflow; requires compare mode and a read-only transaction.",
+    )
+    return parser.parse_args(argv)
+
+
+def _load_runtime():
+    """Application imports are intentionally delayed until after argparse."""
+    root = Path(__file__).resolve().parents[1]
+    if str(root) not in sys.path:
+        sys.path.insert(0, str(root))
+    from app.db import engine
+    from app.operations_service import get_operations_summary
+    from app.opportunity_next_action_service import get_opportunity_next_actions_for_mode
+    return engine, get_operations_summary, get_opportunity_next_actions_for_mode
+
+
+def _all(summary: dict[str, Any]) -> list[dict[str, Any]]:
+    if "simulation_all_items" in summary:
+        return list(summary.get("simulation_all_items") or [])
+    return sum((list(summary.get(key) or []) for key in
+                ("work_items", "waiting_items", "backlog_items", "not_current_items")), [])
+
+
+def _metrics(summary: dict[str, Any]) -> dict[str, int]:
+    queues = [str(item.get("operational_queue") or "") for item in _all(summary)]
+    return {"current": sum(q in CURRENT for q in queues), "do_now": queues.count("do_now"),
+            "review": queues.count("review"), "waiting": queues.count("waiting"),
+            "backlog": queues.count("backlog"), "blocked": queues.count("blocked"),
+            "not_current": queues.count("not_current")}
+
+
+def _key(item: dict[str, Any]) -> str:
+    return str(item.get("work_item_key") or item.get("process_key") or item.get("opportunity_id") or item.get("id"))
+
+
+def _material_identity(item: dict[str, Any]) -> str:
+    return str(item.get("material_process_key") or item.get("canonical_opportunity_id")
+               or item.get("opportunity_id") or item.get("process_key") or _key(item))
+
+
+def _classification(old: dict[str, Any], new: dict[str, Any] | None) -> tuple[str, str]:
+    if new is not None:
+        return "REPLACED_BY_CORRECT_ACTION", "Flow v2 selected a different current action for the same work item."
+    decision = old.get("decision") if isinstance(old.get("decision"), dict) else {}
+    code = str(decision.get("reason_code") or old.get("eligibility_reason_code") or "").upper()
+    if "DUPLICATE" in code:
+        return "DUPLICATE_SUPPRESSED", "The local opportunity is a duplicate material representation."
+    if "SATISF" in code or "ANSWERED" in code:
+        return "SATISFIED", "Later factual evidence satisfies the old obligation."
+    if "SUPERSE" in code or "TERMINAL" in code:
+        return "SUPERSEDED", "A later factual state supersedes the legacy card."
+    if "PREMATURE" in code:
+        return "PREMATURE_REMOVED", "The legacy action is premature for the factual state."
+    if old.get("source") in {"task", "opportunity"}:
+        return "LEGACY_ONLY", "The card is supported only by legacy operational representation."
+    return "UNSAFE_FALSE_NEGATIVE", "No safe factual explanation was found for removing this current card."
+
+
+def build_report(
+    *, identity: dict[str, Any], configured_mode: str, v1: dict[str, Any], v2: dict[str, Any],
+    named_decisions: dict[str, dict[str, Any]], missing_projections: int,
+    projection_state_counts: dict[str, int] | None = None,
+) -> dict[str, Any]:
+    v1_current = {_material_identity(item): item for item in _all(v1) if item.get("operational_queue") in CURRENT}
+    v2_current = {_material_identity(item): item for item in _all(v2) if item.get("operational_queue") in CURRENT}
+    removed, changed = [], []
+    for key, old in v1_current.items():
+        new = v2_current.get(key)
+        if new is not None and new.get("action_code") == old.get("action_code"):
+            continue
+        classification, reason = _classification(old, new)
+        row = {"material_process_identity": key, "work_item_key": _key(old), "opportunity_id": old.get("opportunity_id"),
+               "v1_action": old.get("action_code"), "simulated_v2_action": (new or {}).get("action_code"),
+               "classification": classification, "reason": reason,
+               "source_refs": old.get("source_refs") or []}
+        (changed if new is not None else removed).append(row)
+    added = []
+    for key, item in v2_current.items():
+        if key in v1_current:
+            continue
+        decision = item.get("decision") if isinstance(item.get("decision"), dict) else {}
+        winning = list(decision.get("obligation_source_refs") or [])
+        reason_code = decision.get("reason_code")
+        obligation_kind = ("VALID_ACTIVE_OBLIGATION" if str(reason_code).startswith(("ACTIVE_", "DUE_", "EXPLICIT_"))
+                           else "FACTUAL_V2_BUSINESS_ACTION")
+        added.append({
+            "material_process_identity": key, "work_item_key": _key(item),
+            "opportunity_id": item.get("opportunity_id"),
+            "canonical_opportunity_id": item.get("canonical_opportunity_id"),
+            "material_process_key": item.get("material_process_key"),
+            "business_state": decision.get("business_state"),
+            "business_next_action": decision.get("business_next_action"),
+            "effective_action": decision.get("effective_action") or item.get("action_code"),
+            "queue": item.get("operational_queue"), "reason_code": reason_code,
+            "winning_obligation_task_id": (winning[0].get("id") if winning else None),
+            "task_status": (winning[0].get("status") if winning else None),
+            "source_system": (winning[0].get("source_system") if winning else None),
+            "authoritative_basis": obligation_kind,
+            "why_absent_from_v1": "NO_V1_CURRENT_CARD_FOR_MATERIAL_PROCESS",
+            "source_refs": item.get("source_refs") or [],
+            "non_winning_obligations": [ref for ref in decision.get("obligation_audit_refs") or []
+                                        if ref.get("classification") != "VALID_ACTIVE_OBLIGATION"],
+        })
+
+    material_counts: dict[str, int] = {}
+    for item in v2_current.values():
+        material = str(item.get("canonical_opportunity_id") or item.get("opportunity_id") or item.get("process_key"))
+        material_counts[material] = material_counts.get(material, 0) + 1
+    duplicates = [{"material_process": key, "count": count} for key, count in material_counts.items() if count > 1]
+
+    named_cases = {}
+    for name, (oid, expected_business, expected_action, expected_queue) in NAMED.items():
+        decision = named_decisions.get(oid) or {}
+        suppressed = decision.get("suppress_current_card") is True
+        actual_queue = "suppressed" if suppressed else decision.get("operational_queue")
+        actual_action = decision.get("effective_action")
+        actual_business = decision.get("business_next_action")
+        duplicate_case = expected_queue == "suppressed"
+        expected_canonical = DUPLICATE_CANONICAL.get(oid)
+        canonical_ok = not duplicate_case or decision.get("canonical_opportunity_id") == expected_canonical
+        passed = ((duplicate_case or actual_business == expected_business)
+                  and actual_action == expected_action and actual_queue == expected_queue and canonical_ok)
+        named_cases[name] = {"opportunity_id": oid, "expected_business_next_action": expected_business,
+                             "actual_business_next_action": actual_business, "expected_action": expected_action,
+                             "expected_queue": expected_queue, "actual_action": actual_action,
+                             "actual_queue": actual_queue, "passed": passed}
+        if duplicate_case:
+            named_cases[name].update({"expected_canonical_opportunity_id": expected_canonical,
+                                      "actual_canonical_opportunity_id": decision.get("canonical_opportunity_id")})
+
+    fiscal = []
+    for item in v2_current.values():
+        decision = item.get("decision") if isinstance(item.get("decision"), dict) else {}
+        if item.get("action_code") == "VALIDATE_FISCAL_CUSTOMER":
+            fiscal.append({"opportunity_id": item.get("opportunity_id"),
+                           "business_action": decision.get("business_next_action"),
+                           "reason_code": decision.get("reason_code"),
+                           "reason": decision.get("description")})
+    unsafe = sum(row["classification"] == "UNSAFE_FALSE_NEGATIVE" for row in removed)
+    invalid_obligation_cards = []
+    for item in v2_current.values():
+        decision = item.get("decision") if isinstance(item.get("decision"), dict) else {}
+        refs = decision.get("obligation_source_refs") or []
+        if refs and any(str(ref.get("status") or "").lower() != "pending" for ref in refs):
+            invalid_obligation_cards.append({"opportunity_id": item.get("opportunity_id"),
+                                             "effective_action": item.get("action_code"), "refs": refs})
+    grouped_added = {code: [row for row in added if row["effective_action"] == code]
+                     for code in ("SEND_INFO", "SEND_QUOTE", "SEND_PROFORMA", "REVIEW_REQUIRED")}
+    state_counts = projection_state_counts or {}
+    waiting_projection_count = sum(state_counts.get(state, 0) for state in ("AWAITING_CUSTOMER", "AWAITING_PAYMENT"))
+    rendered_waiting = _metrics(v2)["waiting"]
+    represented_waiting_states = sum(
+        1 for item in _all(v2)
+        if (item.get("decision") or {}).get("business_state") in {"AWAITING_CUSTOMER", "AWAITING_PAYMENT"}
+    )
+    return {
+        "identity": identity, "configured_mode": configured_mode,
+        "v1_metrics": _metrics(v1), "authoritative_metrics": _metrics(v2),
+        "semantic_changes": len(removed) + len(changed) + len(added),
+        "removed_cards": removed, "added_cards": added, "changed_actions": changed,
+        "duplicate_cards": duplicates, "duplicate_current_cards": len(duplicates),
+        "missing_projections": missing_projections, "unsafe_false_negatives": unsafe,
+        "named_cases": named_cases, "fiscal_validation_cases": fiscal,
+        "added_card_diagnostics": added, "grouped_added_diagnostics": grouped_added,
+        "waiting_state_diagnostics": {
+            "projection_count": waiting_projection_count, "represented_processes": represented_waiting_states,
+            "rendered_waiting_cards": rendered_waiting,
+            "promoted_by_due_obligation": max(0, represented_waiting_states - rendered_waiting),
+            "rendering_policy": "Waiting states carry no invented internal action; they render in waiting only when selected as Operations processes.",
+            "lost": max(0, waiting_projection_count - represented_waiting_states),
+        },
+        "invalid_obligation_current_cards": invalid_obligation_cards,
+    }
+
+
+def _write_reports(report: dict[str, Any]) -> None:
+    JSON_PATH.write_text(json.dumps(report, indent=2, ensure_ascii=False, default=str) + "\n")
+    lines = ["BLIF Flow v2 authoritative Operations simulation", "",
+             f"Identity: {report['identity']}", f"Configured mode: {report['configured_mode']}",
+             f"V1: {report['v1_metrics']}", f"Simulated authoritative V2: {report['authoritative_metrics']}",
+             f"Removed: {len(report['removed_cards'])}", f"Added: {len(report['added_cards'])}",
+             f"Changed actions: {len(report['changed_actions'])}",
+             f"Duplicate current cards: {report['duplicate_current_cards']}",
+             f"Missing projections: {report['missing_projections']}",
+             f"UNSAFE_FALSE_NEGATIVE: {report['unsafe_false_negatives']}", "", "Named cases:"]
+    lines.extend(f"- {name}: {case}" for name, case in report["named_cases"].items())
+    lines.extend(["", f"Fiscal validation cases: {len(report['fiscal_validation_cases'])}"])
+    TEXT_PATH.write_text("\n".join(lines) + "\n")
+
+
+def exit_code(report: dict[str, Any]) -> int:
+    failed_named = any(not case.get("passed") for case in report.get("named_cases", {}).values())
+    unsafe = int(report.get("unsafe_false_negatives") or 0)
+    missing = int(report.get("missing_projections") or 0)
+    duplicates = int(report.get("duplicate_current_cards") or 0)
+    invalid_obligations = len(report.get("invalid_obligation_current_cards") or [])
+    return 2 if unsafe or missing or duplicates or failed_named or invalid_obligations else 0
+
+
+def run(args: argparse.Namespace, *, runtime_loader=_load_runtime) -> dict[str, Any]:
+    engine, get_operations, get_decisions = runtime_loader()
+    configured_mode = os.environ.get("BLIF_FLOW_V2_MODE")
+    conn = engine.connect()
+    try:
+        # One explicit transaction and one factual snapshot for identity, V1,
+        # V2, projection completeness, and named-case decisions.
+        conn.exec_driver_sql("BEGIN READ ONLY")
+        identity = dict(conn.exec_driver_sql("""
+            SELECT current_database() AS database, current_user AS user,
+                   current_setting('transaction_read_only') AS transaction_read_only
+        """).mappings().one())
+        production = identity.get("database") == "clientflow"
+        if production and not args.production_readonly_simulation:
+            raise RuntimeError("production simulation requires --production-readonly-simulation")
+        if args.production_readonly_simulation:
+            if identity.get("database") != "clientflow":
+                raise RuntimeError("production simulation requires current_database() = clientflow")
+            if identity.get("transaction_read_only") != "on":
+                raise RuntimeError("production simulation requires transaction_read_only = on")
+            if configured_mode is None:
+                raise RuntimeError("production simulation requires explicit BLIF_FLOW_V2_MODE=compare")
+            if configured_mode.strip().lower() != "compare":
+                raise RuntimeError("production simulation requires BLIF_FLOW_V2_MODE=compare")
+
+        v1 = get_operations(limit=200, flow_mode="off", connection=conn)
+        v2 = get_operations(limit=200, flow_mode="authoritative", connection=conn)
+        projection_counts = conn.exec_driver_sql("""
+            SELECT (SELECT count(*) FROM opportunities) AS opportunities,
+                   (SELECT count(*) FROM opportunity_flow_state_v2) AS projections
+        """).mappings().one()
+        state_rows = conn.exec_driver_sql("""
+            SELECT business_state, count(*) AS count
+            FROM opportunity_flow_state_v2 GROUP BY business_state
+        """).mappings().all()
+        named_ids = [value[0] for value in NAMED.values()]
+        named_decisions = get_decisions(named_ids, flow_mode="authoritative", connection=conn)
+        if production and os.environ.get("BLIF_FLOW_V2_MODE") != configured_mode:
+            raise RuntimeError("configured BLIF_FLOW_V2_MODE changed during simulation")
+        report = build_report(
+            identity=identity, configured_mode=configured_mode or "unset", v1=v1, v2=v2,
+            named_decisions=named_decisions,
+            missing_projections=max(0, int(projection_counts["opportunities"]) - int(projection_counts["projections"])),
+            projection_state_counts={str(row["business_state"]): int(row["count"]) for row in state_rows},
+        )
+        _write_reports(report)
+        return report
+    finally:
+        conn.exec_driver_sql("ROLLBACK")
+        conn.close()
+
+
+def main(argv: list[str] | None = None, *, runtime_loader=_load_runtime) -> int:
+    args = parse_args(argv)  # --help exits before runtime_loader/application imports.
+    report = run(args, runtime_loader=runtime_loader)
+    print(json.dumps(report, indent=2, ensure_ascii=False, default=str))
+    return exit_code(report)
+
+
+if __name__ == "__main__":
+    raise SystemExit(main())

tests/test_authoritative_operational_adapter.py

@@ -0,0 +1,146 @@
+from datetime import datetime, timedelta, timezone
+
+from app.authoritative_operational_adapter import decide_authoritative_operation
+from app.canonical_operations import canonicalize_operations
+
+
+NOW = datetime(2026, 8, 16, tzinfo=timezone.utc)
+
+
+def projection(state="AWAITING_CUSTOMER", action=None, **extra):
+    return {"opportunity_id": "opp", "canonical_opportunity_id": "opp",
+            "business_state": state, "business_next_action": action,
+            "confidence": "high", **extra}
+
+
+def task(code, due=NOW, **extra):
+    return {"id": code, "status": "pending", "action_code": code, "due_at": due, **extra}
+
+
+def test_business_baselines_and_terminal():
+    for state, action in [("PROFORMA_REQUIRED", "CREATE_PROFORMA"),
+                          ("INVOICE_REQUIRED", "CREATE_INVOICE"),
+                          ("ODOO_ORDER_REQUIRED", "PREPARE_ORDER"),
+                          ("ODOO_ORDER_CREATED", "VALIDATE_ODOO_ORDER")]:
+        got = decide_authoritative_operation(projection(state, action), now=NOW)
+        assert (got.effective_action, got.queue) == (action, "do_now")
+    assert decide_authoritative_operation(projection("COMPLETED"), now=NOW).queue == "not_current"
+
+
+def test_terminal_state_ignores_leftover_pending_obligation():
+    got = decide_authoritative_operation(projection("COMPLETED"),
+                                         obligations=[task("REVIEW_RECONSTRUCTED_PROCESS")], now=NOW)
+    assert (got.effective_action, got.queue, got.reason_code) == (None, "not_current", "TERMINAL_BUSINESS_STATE")
+
+
+def test_specific_reconstructed_review_overrides_generic_business_review():
+    got = decide_authoritative_operation(projection("REVIEW_REQUIRED", "REVIEW_REQUIRED"),
+                                         obligations=[task("REVIEW_RECONSTRUCTED_PROCESS")], now=NOW)
+    assert (got.business_next_action, got.effective_action, got.queue) == (
+        "REVIEW_REQUIRED", "REVIEW_RECONSTRUCTED_PROCESS", "review")
+
+
+def test_missing_projection_fails_closed_without_v1():
+    got = decide_authoritative_operation(None, now=NOW)
+    assert (got.effective_action, got.queue, got.reason_code) == ("REVIEW_REQUIRED", "review", "MISSING_V2_PROJECTION")
+
+
+def test_due_and_future_customer_followup_semantics():
+    due = decide_authoritative_operation(projection(), obligations=[task("FOLLOW_UP_CUSTOMER_REVIEW")], now=NOW)
+    assert (due.effective_action, due.queue) == ("FOLLOW_UP_CUSTOMER_REVIEW", "do_now")
+    future = decide_authoritative_operation(projection(), obligations=[task("FOLLOW_UP_CUSTOMER_REVIEW", NOW + timedelta(days=1))], now=NOW)
+    assert (future.effective_action, future.queue) == (None, "waiting")
+    future_item = canonicalize_operations([{
+        "source": "flow_v2", "id": "opp", "opportunity_id": "opp",
+        "status": "projected", "action_code": "WAIT_CUSTOMER", "created_at": NOW,
+    }], {"opp": future.to_dict()})["items"]
+    assert len(future_item) == 1 and future_item[0]["operational_queue"] == "waiting"
+    assert decide_authoritative_operation(projection(), now=NOW).queue == "waiting"
+
+
+def test_unanswered_send_info_remains_valid_on_awaiting_customer():
+    inbound = NOW - timedelta(hours=2)
+    obligation = task("SEND_INFO", latest_public_inbound=inbound, latest_public_outbound=None)
+    got = decide_authoritative_operation(projection(), obligations=[obligation], now=NOW)
+    assert (got.effective_action, got.queue, got.reason_code) == (
+        "SEND_INFO", "do_now", "ACTIVE_RESPONSE_OBLIGATION")
+
+
+def test_send_info_satisfied_by_later_outbound_is_not_current():
+    inbound = NOW - timedelta(hours=2)
+    obligation = task("SEND_INFO", latest_public_inbound=inbound,
+                      latest_public_outbound=inbound + timedelta(minutes=10))
+    got = decide_authoritative_operation(projection(), obligations=[obligation], now=NOW)
+    assert (got.effective_action, got.queue) == (None, "waiting")
+
+
+def test_only_active_non_superseded_tasks_override_and_precedence():
+    stale = task("SUPPORT", resolved_at=NOW)
+    assert decide_authoritative_operation(projection("PROFORMA_REQUIRED", "CREATE_PROFORMA"), obligations=[stale], now=NOW).effective_action == "CREATE_PROFORMA"
+    obligations = [task("CALL_CUSTOMER"), task("SEND_INFO"), task("SUPPORT"), task("REVIEW_MANUALLY")]
+    assert decide_authoritative_operation(projection(), obligations=obligations, now=NOW).effective_action == "REVIEW_MANUALLY"
+    assert decide_authoritative_operation(projection(), obligations=[task("SUPPORT")], now=NOW).effective_action == "SUPPORT"
+    assert decide_authoritative_operation(projection("INQUIRY", "SEND_INFO"), obligations=[task("SEND_INFO")], now=NOW).effective_action == "SEND_INFO"
+    assert decide_authoritative_operation(projection(), obligations=[task("SEND_INFO")], now=NOW).effective_action is None
+    assert decide_authoritative_operation(projection(), obligations=[task("CALL_CUSTOMER")], now=NOW).effective_action == "CALL_CUSTOMER"
+
+
+def test_fiscal_and_reconciliation_only_block_formal_action():
+    inquiry = decide_authoritative_operation(projection("INQUIRY", "SEND_INFO"), fiscal_complete=False, reconciliation_blocking=True, now=NOW)
+    assert inquiry.effective_action == "SEND_INFO"
+    formal = decide_authoritative_operation(projection("PROFORMA_REQUIRED", "CREATE_PROFORMA"), fiscal_complete=False, now=NOW)
+    assert (formal.effective_action, formal.blocking_action_code) == ("VALIDATE_FISCAL_CUSTOMER", "VALIDATE_FISCAL_CUSTOMER")
+
+
+def test_duplicate_is_suppressed_even_with_pending_legacy_task():
+    decision = decide_authoritative_operation(projection("REVIEW_REQUIRED", "REVIEW_REQUIRED",
+                                                         is_duplicate_representation=True,
+                                                         canonical_opportunity_id="canonical"),
+                                               obligations=[task("REVIEW_MANUALLY")], now=NOW).to_dict()
+    source = {"source": "task", "id": "t", "status": "pending", "action_code": "REVIEW_MANUALLY",
+              "opportunity_id": "opp", "created_at": NOW}
+    assert canonicalize_operations([source], {"opp": decision})["items"] == []
+
+
+def test_xmat_duplicate_suppresses_diagnostic_review_business_action():
+    got = decide_authoritative_operation({
+        **projection("REVIEW_REQUIRED", "REVIEW_REQUIRED"),
+        "opportunity_id": "1816a06e-9a69-4a9b-9279-1263156892d3",
+        "canonical_opportunity_id": "dc89a466-db24-401b-bfe9-d47644b2d0c8",
+        "is_duplicate_representation": True,
+    }, now=NOW).to_dict()
+    assert got["business_next_action"] == "REVIEW_REQUIRED"
+    assert got["effective_action"] is None and got["suppress_current_card"] is True
+    assert got["canonical_opportunity_id"] == "dc89a466-db24-401b-bfe9-d47644b2d0c8"
+
+
+def test_authoritative_queue_and_action_survive_canonical_boundary():
+    decision = decide_authoritative_operation(projection(), obligations=[task("FOLLOW_UP_CUSTOMER_REVIEW")], now=NOW).to_dict()
+    source = {"source": "task", "id": "old", "status": "pending", "action_code": "SEND_INVOICE",
+              "opportunity_id": "opp", "created_at": NOW}
+    item = canonicalize_operations([source], {"opp": decision})["items"][0]
+    assert (item["action_code"], item["operational_queue"]) == ("FOLLOW_UP_CUSTOMER_REVIEW", "do_now")
+
+
+def test_named_case_acceptance_decisions():
+    cases = {
+        "5c33db95-fab8-477a-bddd-0b9cc8f91302": ("PROFORMA_REQUIRED", "CREATE_PROFORMA", [], "CREATE_PROFORMA", "do_now"),
+        "fd79b9a1-07e6-4f61-95e8-09eab89c155e": ("AWAITING_CUSTOMER", None, [task("FOLLOW_UP_CUSTOMER_REVIEW")], "FOLLOW_UP_CUSTOMER_REVIEW", "do_now"),
+        "61f1c955-a372-4ea7-b9b0-b8528d74a141": ("ODOO_ORDER_REQUIRED", "PREPARE_ORDER", [], "PREPARE_ORDER", "do_now"),
+        "e3b23ac5-84db-4763-8a31-a684e873032c": ("ODOO_ORDER_REQUIRED", "PREPARE_ORDER", [], "PREPARE_ORDER", "do_now"),
+        "dc89a466-db24-401b-bfe9-d47644b2d0c8": ("COMPLETED", None, [], None, "not_current"),
+        "fd221608-e007-4043-a23d-07e0c119a345": ("REVIEW_REQUIRED", "REVIEW_REQUIRED", [], "REVIEW_REQUIRED", "review"),
+    }
+    for oid, (state, action, obligations, effective, queue) in cases.items():
+        got = decide_authoritative_operation({**projection(state, action), "opportunity_id": oid,
+                                             "canonical_opportunity_id": oid},
+                                            obligations=obligations, now=NOW)
+        assert (got.effective_action, got.queue) == (effective, queue)
+    for duplicate, canonical in [
+        ("1816a06e-9a69-4a9b-9279-1263156892d3", "dc89a466-db24-401b-bfe9-d47644b2d0c8"),
+        ("434124fb-ac19-4d78-909a-55761d7e8daa", "fd221608-e007-4043-a23d-07e0c119a345"),
+    ]:
+        got = decide_authoritative_operation({**projection("REVIEW_REQUIRED", "REVIEW_REQUIRED"),
+                                             "opportunity_id": duplicate, "canonical_opportunity_id": canonical,
+                                             "is_duplicate_representation": True}, now=NOW)
+        assert (got.effective_action, got.queue, got.canonical_opportunity_id) == (None, "not_current", canonical)

tests/test_blif_flow_v2_authoritative_simulation.py

@@ -0,0 +1,168 @@
+from argparse import Namespace
+import importlib.util
+from pathlib import Path
+
+import pytest
+
+
+PATH = Path("scripts/simulate_blif_flow_v2_authoritative.py")
+SPEC = importlib.util.spec_from_file_location("authoritative_simulation", PATH)
+sim = importlib.util.module_from_spec(SPEC)
+SPEC.loader.exec_module(sim)
+
+
+class Result:
+    def __init__(self, row): self.row = row
+    def mappings(self): return self
+    def one(self): return self.row
+    def all(self): return self.row if isinstance(self.row, list) else [self.row]
+
+
+class Connection:
+    def __init__(self, database="clientflow", readonly="on"):
+        self.database, self.readonly, self.sql = database, readonly, []
+    def exec_driver_sql(self, sql):
+        self.sql.append(sql.strip())
+        if "current_database" in sql:
+            return Result({"database": self.database, "user": "audit", "transaction_read_only": self.readonly})
+        if "count(*) FROM opportunities" in sql:
+            return Result({"opportunities": 328, "projections": 328})
+        if "GROUP BY business_state" in sql:
+            return Result([])
+        return Result({})
+    def close(self): pass
+
+
+class Engine:
+    def __init__(self, connection): self.connection = connection
+    def connect(self): return self.connection
+
+
+def named_decisions(fail=False):
+    result = {}
+    for name, (oid, business_action, action, queue) in sim.NAMED.items():
+        result[oid] = {"business_next_action": business_action, "effective_action": action,
+                       "operational_queue": "not_current" if queue == "suppressed" else queue,
+                       "suppress_current_card": queue == "suppressed",
+                       "canonical_opportunity_id": sim.DUPLICATE_CANONICAL.get(oid, oid)}
+    if fail:
+        result[sim.NAMED["Instalbeira"][0]]["effective_action"] = "SEND_INVOICE"
+    return result
+
+
+def runtime(connection, *, fail_named=False, modes=None):
+    empty = {"work_items": [], "waiting_items": [], "backlog_items": [], "not_current_items": []}
+    def operations(**kwargs):
+        assert kwargs["connection"] is connection
+        if modes is not None:
+            modes.append(kwargs["flow_mode"])
+        return empty
+    def decisions(ids, **kwargs):
+        assert kwargs == {"flow_mode": "authoritative", "connection": connection}
+        return named_decisions(fail_named)
+    return lambda: (Engine(connection), operations, decisions)
+
+
+def test_help_performs_zero_db_work():
+    called = False
+    def loader():
+        nonlocal called
+        called = True
+        raise AssertionError("DB/application runtime must not load")
+    with pytest.raises(SystemExit) as exc:
+        sim.main(["--help"], runtime_loader=loader)
+    assert exc.value.code == 0 and called is False
+
+
+def test_production_requires_explicit_flag(monkeypatch):
+    monkeypatch.setenv("BLIF_FLOW_V2_MODE", "compare")
+    with pytest.raises(RuntimeError, match="requires --production"):
+        sim.run(Namespace(production_readonly_simulation=False), runtime_loader=runtime(Connection()))
+
+
+@pytest.mark.parametrize("database,readonly,mode,message", [
+    ("test_db", "on", "compare", "current_database"),
+    ("clientflow", "off", "compare", "transaction_read_only"),
+    ("clientflow", "on", None, "explicit BLIF_FLOW"),
+    ("clientflow", "on", "off", "BLIF_FLOW_V2_MODE=compare"),
+    ("clientflow", "on", "shadow", "BLIF_FLOW_V2_MODE=compare"),
+    ("clientflow", "on", "authoritative", "BLIF_FLOW_V2_MODE=compare"),
+])
+def test_production_guards(monkeypatch, database, readonly, mode, message):
+    if mode is None:
+        monkeypatch.delenv("BLIF_FLOW_V2_MODE", raising=False)
+    else:
+        monkeypatch.setenv("BLIF_FLOW_V2_MODE", mode)
+    with pytest.raises(RuntimeError, match=message):
+        sim.run(Namespace(production_readonly_simulation=True),
+                runtime_loader=runtime(Connection(database, readonly)))
+
+
+def test_safe_simulation_uses_explicit_modes_without_changing_config_and_has_no_db_writes(monkeypatch, tmp_path):
+    monkeypatch.setenv("BLIF_FLOW_V2_MODE", "compare")
+    monkeypatch.setattr(sim, "JSON_PATH", tmp_path / "report.json")
+    monkeypatch.setattr(sim, "TEXT_PATH", tmp_path / "report.txt")
+    connection = Connection()
+    modes = []
+    report = sim.run(Namespace(production_readonly_simulation=True), runtime_loader=runtime(connection, modes=modes))
+    assert report["configured_mode"] == "compare"
+    assert sim.exit_code(report) == 0
+    assert [sql for sql in connection.sql if sql.split(None, 1)[0].upper() in {"INSERT", "UPDATE", "DELETE", "MERGE"}] == []
+    assert connection.sql[0] == "BEGIN READ ONLY" and connection.sql[-1] == "ROLLBACK"
+    assert modes == ["off", "authoritative"]
+
+
+def safe_report():
+    return sim.build_report(identity={}, configured_mode="compare",
+                            v1={"work_items": []}, v2={"work_items": []},
+                            named_decisions=named_decisions(), missing_projections=0)
+
+
+def test_unsafe_false_negative_is_nonzero():
+    report = safe_report()
+    report["unsafe_false_negatives"] = 1
+    assert sim.exit_code(report) != 0
+
+
+def test_missing_projection_is_nonzero():
+    report = safe_report()
+    report["missing_projections"] = 1
+    assert sim.exit_code(report) != 0
+
+
+def test_duplicate_current_card_is_nonzero():
+    report = safe_report()
+    report["duplicate_current_cards"] = 1
+    assert sim.exit_code(report) != 0
+
+
+def test_named_case_failure_is_nonzero():
+    report = sim.build_report(identity={}, configured_mode="compare", v1={"work_items": []},
+                              v2={"work_items": []}, named_decisions=named_decisions(True), missing_projections=0)
+    assert sim.exit_code(report) != 0
+
+
+def test_action_changes_correlate_by_material_process_not_action_key():
+    v1_item = {"work_item_key": "opportunity:o:action:OLD", "opportunity_id": "o",
+               "action_code": "OLD", "operational_queue": "do_now"}
+    v2_item = {"work_item_key": "opportunity:o:action:NEW", "opportunity_id": "o",
+               "canonical_opportunity_id": "o", "action_code": "NEW", "operational_queue": "do_now"}
+    report = sim.build_report(identity={}, configured_mode="compare",
+                              v1={"work_items": [v1_item]}, v2={"work_items": [v2_item]},
+                              named_decisions=named_decisions(), missing_projections=0)
+    assert len(report["changed_actions"]) == 1
+    assert report["removed_cards"] == [] and report["added_cards"] == []
+
+
+def test_authoritative_material_collapse_selects_one_card_and_retains_evidence():
+    from app.operations_service import _collapse_authoritative_material_processes
+    rows = [
+        {"process_key": "conversation:chatwoot:1863", "work_item_key": "x:SEND_INFO",
+         "action_code": "SEND_INFO", "operational_queue": "do_now", "source_refs": [{"source": "task", "id": "1"}]},
+        {"process_key": "conversation:chatwoot:1863", "work_item_key": "x:REVIEW_MANUALLY",
+         "action_code": "REVIEW_MANUALLY", "operational_queue": "review", "source_refs": [{"source": "communication", "id": "2"}]},
+    ]
+    result = _collapse_authoritative_material_processes(rows)
+    assert len(result) == 1
+    assert result[0]["action_code"] == "REVIEW_MANUALLY"
+    assert {ref["id"] for ref in result[0]["source_refs"]} == {"1", "2"}

tests/test_blif_flow_v2_cutover.py

@@ -76,10 +76,9 @@ def test_duplicate_representation_stays_suppressed():
     assert suppressed.effective_operational_queue == "not_current"
 
 
-def test_authoritative_mode_is_fail_closed(monkeypatch):
+def test_authoritative_empty_bulk_is_safe(monkeypatch):
     monkeypatch.setattr(service.settings, "blif_flow_v2_mode", "authoritative")
-    with pytest.raises(RuntimeError, match="disabled"):
-        service.get_opportunity_next_actions([])
+    assert service.get_opportunity_next_actions([]) == {}
 
 
 def test_shadow_mode_has_no_decision_side_effect(monkeypatch):

tests/test_opportunity_next_action_bulk.py

@@ -8,6 +8,12 @@ import app.opportunity_next_action_service as service
 from app.domain.opportunity_flow import build_opportunity_evidence
 
 
+@pytest.fixture(autouse=True)
+def _v1_contract_mode(monkeypatch):
+    """These tests measure the legacy bulk contract, independently of env mode."""
+    monkeypatch.setattr(service.settings, "blif_flow_v2_mode", "off")
+
+
 class _Result:
     def __init__(self, rows):
         self._rows = rows