ADR-0096 (execution-surface identity admission) + fixes for the 3 confirmed-exploitable holes it surfaced (#2980, #2981, #2982)

[os-zhuang]

Follow-up to #2964 / #2849. Two parts: the decision record (ADR-0096) and the three confirmed-exploitable fixes its evidence sweep surfaced. See the branch/PR note at the bottom — these can be split if a separate fast-merge PR is preferred.

Part 1 — ADR-0096: Execution-Surface Identity Admission (docs)

Names the failure class behind #2849 and #2308: a metadata-driven execution surface reaches the data engine without an ExecutionContext, and the SecurityPlugin's empty-principal fall-open rewards the omission with full authority — silently. Decisions:

• D1 invariant: every engine call carries a real principal or an explicit, reasoned, audited SystemGrant. "No context" is a defect, never an authorization.
• D2 one elevation door systemContext(reason) (grep-able, audited); D3 compiler-enforced required CallIdentity (the Security: MCP action surface must gate on ai.exposed — action bodies run trusted (unbounded RLS/FLS), so invoke-time is the only agent boundary (#2849) #2849 facade bug becomes a compile error); D4 execution-surface admission test wired into the ADR-0056 D10 conformance matrix + CI meta-test; D5 staged fail-closed strict mode; D6 re-bases Security: MCP action surface must gate on ai.exposed — action bodies run trusted (unbounded RLS/FLS), so invoke-time is the only agent boundary (#2849) #2849 Phase 2/3 (action runAs in ADR-0073's user/automation/system vocabulary).
• Evidence section enumerates the class from a four-axis sweep (E1 replicated fall-open predicate, E2 the three exploitable surfaces below, E3 middleware-bypass paths, E4 unknown seams, E5 the ~300-site D2 migration sizing).

Part 2 — the three confirmed-exploitable fixes

Each fixed at its own enforcement point; no behaviour change for correctly-scoped callers. Tests added; plugin-reports 38, service-knowledge 22, plugin-sharing 85 green; eslint + doc-authoring guard clean; changeset added.

• Security: Reports surface ignores caller identity — cross-user/cross-tenant IDOR (read/delete any report) + scheduled reports bypass owner RLS #2980 reports — getReport/deleteReport/saveReport/listReports were caller-identity-blind (read/wrote sys_saved_report with a system context) → any authenticated user could read/delete/overwrite/enumerate any report (cross-owner, cross-tenant). Now owner-scoped (system read of the protection-locked metadata object, authorization by owner match; create/overwrite can't spoof ownership). Scheduled dispatch no longer runs isSystem (which emailed the target object's whole table past the owner's RLS): it resolves the owner via a new resolveOwnerContext seam and fails closed when unresolved (the reports-surface consumer of ADR-0073's user-less identity resolution — wiring that resolver re-enables scheduled runs under owner RLS).
• Security: Knowledge/RAG retrieval fall-opens to unfiltered corpus when ExecutionContext is missing or system — agent data ceiling escape #2981 knowledge/RAG — applyPermissionFilter returned all hits on missing or system context. Missing identity now fails closed (drops object-backed hits, keeps ACL-less file/http); only an explicit system context passes through. Closes the agent path where an omitted ToolExecutionContext.actor yielded unfiltered semantic search over the whole corpus.
• Security: bulk (multi) update/delete skips OWD owner scoping on private objects — members can modify others' rows #2982 sharing — bulk update({multi:true})/deleteMany had no single id to canEdit-gate, skipping owner scoping on private (and public_read) objects. New SharingService.buildWriteFilter (edit-set analogue of buildReadFilter) is AND-ed into the multi-write AST, incl. the on-behalf-of delegator intersection.

Scheduled-reports behavior change (#2980). Correctly fixing the exfiltration requires running the report under the owner's resolved RLS, which needs the ADR-0073 M2 principal resolver (not available to the reports plugin today). Until it's wired, scheduled reports fail closed (skipped + marked failed) rather than run elevated. Interactive run/runAdHoc are unaffected. Flagged for reviewer sign-off.

Branch/PR note. These fixes and the ADR share the designated task branch, so they landed on one PR. If you'd prefer the three P1/P2 fixes as a separate fast-merge PR decoupled from the ADR's architectural review, say so and I'll split them out.

🤖 Generated with Claude Code

https://claude.ai/code/session_0155bjzJZxZaZTKSMSvg6Aum

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Project	Deployment	Actions	Updated (UTC)
spec	Canceled		Jul 15, 2026 4:32pm

[github-actions]

📓 Docs Drift Check

This PR changes 3 package(s): @objectstack/plugin-reports, @objectstack/plugin-sharing, packages/services.

9 hand-written doc(s) reference the affected code and may need an implementation-accuracy re-verification:

• content/docs/automation/webhooks.mdx(via packages/services)
• content/docs/kernel/runtime-services/audit-service.mdx(via packages/services)
• content/docs/kernel/runtime-services/index.mdx(via packages/services)
• content/docs/kernel/runtime-services/settings-service.mdx(via packages/services)
• content/docs/permissions/authorization.mdx(via packages/plugins/plugin-sharing)
• content/docs/permissions/permissions-matrix.mdx(via packages/plugins/plugin-sharing)
• content/docs/plugins/packages.mdx(via @objectstack/plugin-reports, @objectstack/plugin-sharing, packages/services)
• content/docs/protocol/kernel/i18n-standard.mdx(via packages/services)
• content/docs/protocol/objectql/security.mdx(via packages/plugins/plugin-sharing)

Advisory only. To re-verify, run the docs-accuracy-audit workflow scoped to these files:
node scripts/docs-audit/affected-docs.mjs origin/main → pass the list as args.docs.