Merge pull request 'HarborForge.Backend: dev-2026-03-29 -> main' (#13) from dev-2026-03-29 into main

Reviewed-on: #13

app/api/routers/calendar.py

@@ -3,41 +3,125 @@
 BE-CAL-004: MinimumWorkload CRUD endpoints.
 BE-CAL-API-001: Single-slot creation endpoint.
 BE-CAL-API-002: Day-view calendar query endpoint.
+BE-CAL-API-003: Calendar slot edit endpoints (real + virtual).
+BE-CAL-API-004: Calendar slot cancel endpoints (real + virtual).
+BE-CAL-API-005: Plan schedule / plan list endpoints.
+BE-CAL-API-006: Plan edit / plan cancel endpoints.
+BE-CAL-API-007: Date-list endpoint.
 """
 
-from datetime import date as date_type
+from datetime import date as date_type, datetime, timezone
 from typing import Optional
 
-from fastapi import APIRouter, Depends, HTTPException, Query
+from fastapi import APIRouter, Depends, Header, HTTPException, Query
 from sqlalchemy.orm import Session
 
 from app.api.deps import get_current_user
 from app.core.config import get_db
-from app.models.calendar import SlotStatus, TimeSlot
+from app.models.calendar import SchedulePlan, SlotStatus, SlotType, TimeSlot
 from app.models.models import User
+from app.models.agent import Agent, AgentStatus, ExhaustReason
 from app.schemas.calendar import (
+    AgentHeartbeatResponse,
+    AgentStatusUpdateRequest,
     CalendarDayResponse,
     CalendarSlotItem,
+    DateListResponse,
     MinimumWorkloadConfig,
     MinimumWorkloadResponse,
     MinimumWorkloadUpdate,
+    SchedulePlanCancelResponse,
+    SchedulePlanCreate,
+    SchedulePlanEdit,
+    SchedulePlanListResponse,
+    SchedulePlanResponse,
+    SlotStatusEnum,
     SlotConflictItem,
+    SlotAgentUpdate,
+    TimeSlotCancelResponse,
     TimeSlotCreate,
     TimeSlotCreateResponse,
+    TimeSlotEdit,
+    TimeSlotEditResponse,
     TimeSlotResponse,
 )
+from app.services.agent_heartbeat import get_pending_slots_for_agent
+from app.services.agent_status import (
+    record_heartbeat,
+    transition_to_busy,
+    transition_to_idle,
+    transition_to_offline,
+    transition_to_exhausted,
+)
+from app.services.discord_wakeup import create_private_wakeup_channel
 from app.services.minimum_workload import (
     get_workload_config,
     get_workload_warnings_for_date,
     replace_workload_config,
     upsert_workload_config,
 )
-from app.services.overlap import check_overlap_for_create
-from app.services.plan_slot import get_virtual_slots_for_date
+from app.services.overlap import check_overlap_for_create, check_overlap_for_edit
+from app.services.plan_slot import (
+    detach_slot_from_plan,
+    get_virtual_slots_for_date,
+    materialize_from_virtual_id,
+    parse_virtual_slot_id,
+)
+from app.services.slot_immutability import (
+    ImmutableSlotError,
+    guard_cancel_real_slot,
+    guard_cancel_virtual_slot,
+    guard_edit_real_slot,
+    guard_edit_virtual_slot,
+    guard_plan_cancel_no_past_retroaction,
+    guard_plan_edit_no_past_retroaction,
+)
+from app.models.role_permission import Permission, RolePermission
 
 router = APIRouter(prefix="/calendar", tags=["Calendar"])
 
 
+def _has_global_permission(db: Session, user: User, permission_name: str) -> bool:
+    if user.is_admin:
+        return True
+    if not user.role_id:
+        return False
+    perm = db.query(Permission).filter(Permission.name == permission_name).first()
+    if not perm:
+        return False
+    return db.query(RolePermission).filter(
+        RolePermission.role_id == user.role_id,
+        RolePermission.permission_id == perm.id,
+    ).first() is not None
+
+
+def _require_calendar_permission(db: Session, user: User, permission_name: str) -> User:
+    if _has_global_permission(db, user, permission_name):
+        return user
+    raise HTTPException(status_code=403, detail=f"Calendar permission '{permission_name}' required")
+
+
+def require_calendar_read(
+    db: Session = Depends(get_db),
+    current_user: User = Depends(get_current_user),
+):
+    return _require_calendar_permission(db, current_user, "calendar.read")
+
+
+def require_calendar_write(
+    db: Session = Depends(get_db),
+    current_user: User = Depends(get_current_user),
+):
+    return _require_calendar_permission(db, current_user, "calendar.write")
+
+
+def require_calendar_manage(
+    db: Session = Depends(get_db),
+    current_user: User = Depends(get_current_user),
+):
+    return _require_calendar_permission(db, current_user, "calendar.manage")
+
+
 # ---------------------------------------------------------------------------
 # TimeSlot creation (BE-CAL-API-001)
 # ---------------------------------------------------------------------------
@@ -73,7 +157,7 @@ def _slot_to_response(slot: TimeSlot) -> TimeSlotResponse:
 def create_slot(
     payload: TimeSlotCreate,
     db: Session = Depends(get_db),
-    current_user: User = Depends(get_current_user),
+    current_user: User = Depends(require_calendar_write),
 ):
     """Create a one-off calendar slot.
 
@@ -194,6 +278,163 @@ def _virtual_slot_to_item(vs: dict) -> CalendarSlotItem:
     )
 
 
+def _require_agent(db: Session, agent_id: str, claw_identifier: str) -> Agent:
+    agent = (
+        db.query(Agent)
+        .filter(Agent.agent_id == agent_id, Agent.claw_identifier == claw_identifier)
+        .first()
+    )
+    if agent is None:
+        raise HTTPException(status_code=404, detail="Agent not found")
+    return agent
+
+
+def _apply_agent_slot_update(slot: TimeSlot, payload: SlotAgentUpdate) -> None:
+    slot.status = payload.status.value
+    if payload.started_at is not None:
+        slot.started_at = payload.started_at
+        slot.attended = True
+    if payload.actual_duration is not None:
+        slot.actual_duration = payload.actual_duration
+    if payload.status == SlotStatusEnum.ONGOING:
+        slot.attended = True
+
+
+def _maybe_trigger_discord_wakeup(db: Session, slot: TimeSlot) -> dict | None:
+    """Trigger Discord wakeup if slot became ONGOING and not already sent."""
+    # Only trigger for ONGOING status and if not already sent
+    if slot.status != SlotStatus.ONGOING or slot.wakeup_sent_at is not None:
+        return None
+
+    # Get user and check for discord_user_id
+    user = db.query(User).filter(User.id == slot.user_id).first()
+    if not user or not user.discord_user_id:
+        return None
+
+    # Get agent for this user
+    agent = db.query(Agent).filter(Agent.user_id == user.id).first()
+    agent_id_str = agent.agent_id if agent else "unknown"
+
+    # Build wakeup message
+    title = f"HarborForge Slot: {slot.event_type.value if slot.event_type else 'work'}"
+    message = (
+        f"🎯 **Slot started**\n"
+        f"Agent: `{agent_id_str}`\n"
+        f"Type: {slot.slot_type.value}\n"
+        f"Duration: {slot.estimated_duration}min\n"
+        f"Priority: {slot.priority}\n"
+        f"Use `hf calendar slot {slot.id}` for details."
+    )
+
+    try:
+        result = create_private_wakeup_channel(
+            discord_user_id=user.discord_user_id,
+            title=title,
+            message=message,
+        )
+        slot.wakeup_sent_at = datetime.now(timezone.utc)
+        return {"ok": True, "channel_id": result.get("channel_id")}
+    except Exception as e:
+        # Log but don't fail the slot update
+        return {"ok": False, "error": str(e)}
+
+
+@router.api_route(
+    "/agent/heartbeat",
+    methods=["GET", "POST"],
+    response_model=AgentHeartbeatResponse,
+    summary="Get all due slots for the calling agent",
+)
+def agent_heartbeat(
+    x_agent_id: str = Header(..., alias="X-Agent-ID"),
+    x_claw_identifier: str = Header(..., alias="X-Claw-Identifier"),
+    db: Session = Depends(get_db),
+):
+    agent = _require_agent(db, x_agent_id, x_claw_identifier)
+    record_heartbeat(db, agent)
+    slots = get_pending_slots_for_agent(db, agent.user_id, now=datetime.now(timezone.utc))
+    db.commit()
+    return AgentHeartbeatResponse(
+        slots=[_real_slot_to_item(slot) for slot in slots],
+        agent_status=agent.status.value if hasattr(agent.status, 'value') else str(agent.status),
+        message=f"{len(slots)} due slot(s)",
+    )
+
+
+@router.patch(
+    "/slots/{slot_id}/agent-update",
+    response_model=TimeSlotEditResponse,
+    summary="Agent updates a real slot status",
+)
+def agent_update_real_slot(
+    slot_id: int,
+    payload: SlotAgentUpdate,
+    x_agent_id: str = Header(..., alias="X-Agent-ID"),
+    x_claw_identifier: str = Header(..., alias="X-Claw-Identifier"),
+    db: Session = Depends(get_db),
+):
+    agent = _require_agent(db, x_agent_id, x_claw_identifier)
+    slot = db.query(TimeSlot).filter(TimeSlot.id == slot_id, TimeSlot.user_id == agent.user_id).first()
+    if slot is None:
+        raise HTTPException(status_code=404, detail="Slot not found")
+    _apply_agent_slot_update(slot, payload)
+    _maybe_trigger_discord_wakeup(db, slot)
+    db.commit()
+    db.refresh(slot)
+    return TimeSlotEditResponse(slot=_slot_to_response(slot), warnings=[])
+
+
+@router.patch(
+    "/slots/virtual/{virtual_id}/agent-update",
+    response_model=TimeSlotEditResponse,
+    summary="Agent materializes and updates a virtual slot status",
+)
+def agent_update_virtual_slot(
+    virtual_id: str,
+    payload: SlotAgentUpdate,
+    x_agent_id: str = Header(..., alias="X-Agent-ID"),
+    x_claw_identifier: str = Header(..., alias="X-Claw-Identifier"),
+    db: Session = Depends(get_db),
+):
+    agent = _require_agent(db, x_agent_id, x_claw_identifier)
+    slot = materialize_from_virtual_id(db, virtual_id)
+    if slot.user_id != agent.user_id:
+        db.rollback()
+        raise HTTPException(status_code=404, detail="Slot not found")
+    _apply_agent_slot_update(slot, payload)
+    _maybe_trigger_discord_wakeup(db, slot)
+    db.commit()
+    db.refresh(slot)
+    return TimeSlotEditResponse(slot=_slot_to_response(slot), warnings=[])
+
+
+@router.post(
+    "/agent/status",
+    summary="Update agent runtime status from plugin",
+)
+def update_agent_status(
+    payload: AgentStatusUpdateRequest,
+    db: Session = Depends(get_db),
+):
+    agent = _require_agent(db, payload.agent_id, payload.claw_identifier)
+    target = (payload.status or '').lower().strip()
+    if target == AgentStatus.IDLE.value:
+        transition_to_idle(db, agent)
+    elif target == AgentStatus.BUSY.value:
+        transition_to_busy(db, agent, slot_type=SlotType.WORK)
+    elif target == AgentStatus.ON_CALL.value:
+        transition_to_busy(db, agent, slot_type=SlotType.ON_CALL)
+    elif target == AgentStatus.OFFLINE.value:
+        transition_to_offline(db, agent)
+    elif target == AgentStatus.EXHAUSTED.value:
+        reason = ExhaustReason.BILLING if payload.exhaust_reason == 'billing' else ExhaustReason.RATE_LIMIT
+        transition_to_exhausted(db, agent, reason=reason, recovery_at=payload.recovery_at)
+    else:
+        raise HTTPException(status_code=400, detail="Unsupported agent status")
+    db.commit()
+    return {"ok": True, "agent_id": agent.agent_id, "status": agent.status.value if hasattr(agent.status, 'value') else str(agent.status)}
+
+
 @router.get(
     "/day",
     response_model=CalendarDayResponse,
@@ -202,7 +443,7 @@ def _virtual_slot_to_item(vs: dict) -> CalendarSlotItem:
 def get_calendar_day(
     date: Optional[date_type] = Query(None, description="Target date (defaults to today)"),
     db: Session = Depends(get_db),
-    current_user: User = Depends(get_current_user),
+    current_user: User = Depends(require_calendar_read),
 ):
     """Return all calendar slots for the authenticated user on the given date.
 
@@ -244,6 +485,620 @@ def get_calendar_day(
     )
 
 
+# ---------------------------------------------------------------------------
+# Slot edit (BE-CAL-API-003)
+# ---------------------------------------------------------------------------
+
+def _apply_edit_fields(slot: TimeSlot, payload: TimeSlotEdit) -> None:
+    """Apply non-None fields from *payload* to a TimeSlot ORM object."""
+    if payload.slot_type is not None:
+        slot.slot_type = payload.slot_type.value
+    if payload.scheduled_at is not None:
+        slot.scheduled_at = payload.scheduled_at
+    if payload.estimated_duration is not None:
+        slot.estimated_duration = payload.estimated_duration
+    if payload.event_type is not None:
+        slot.event_type = payload.event_type.value
+    if payload.event_data is not None:
+        slot.event_data = payload.event_data
+    if payload.priority is not None:
+        slot.priority = payload.priority
+
+
+@router.patch(
+    "/slots/{slot_id}",
+    response_model=TimeSlotEditResponse,
+    summary="Edit a real (materialized) calendar slot",
+)
+def edit_real_slot(
+    slot_id: int,
+    payload: TimeSlotEdit,
+    db: Session = Depends(get_db),
+    current_user: User = Depends(require_calendar_write),
+):
+    """Edit an existing real (materialized) slot.
+
+    - **Immutability**: rejects edits to past slots.
+    - **Overlap detection**: if time/duration changed, rejects on overlap
+      (excluding the slot being edited).
+    - **Plan detach**: if the slot was materialized from a plan, editing
+      detaches it (sets ``plan_id`` to NULL).
+    - **Workload warnings**: returned after successful edit (advisory only).
+    """
+    slot = (
+        db.query(TimeSlot)
+        .filter(TimeSlot.id == slot_id, TimeSlot.user_id == current_user.id)
+        .first()
+    )
+    if slot is None:
+        raise HTTPException(status_code=404, detail="Slot not found")
+
+    # --- Past-slot guard ---
+    try:
+        guard_edit_real_slot(db, slot)
+    except ImmutableSlotError as e:
+        raise HTTPException(status_code=422, detail=str(e))
+
+    # --- Determine effective time/duration for overlap check ---
+    effective_scheduled_at = payload.scheduled_at if payload.scheduled_at is not None else slot.scheduled_at
+    effective_duration = payload.estimated_duration if payload.estimated_duration is not None else slot.estimated_duration
+
+    # --- Overlap check (if time or duration changed) ---
+    time_changed = (
+        (payload.scheduled_at is not None and payload.scheduled_at != slot.scheduled_at)
+        or (payload.estimated_duration is not None and payload.estimated_duration != slot.estimated_duration)
+    )
+    if time_changed:
+        conflicts = check_overlap_for_edit(
+            db,
+            user_id=current_user.id,
+            slot_id=slot.id,
+            target_date=slot.date,
+            scheduled_at=effective_scheduled_at,
+            estimated_duration=effective_duration,
+        )
+        if conflicts:
+            raise HTTPException(
+                status_code=409,
+                detail={
+                    "message": "Edited slot overlaps with existing schedule",
+                    "conflicts": [c.to_dict() for c in conflicts],
+                },
+            )
+
+    # --- Detach from plan if applicable ---
+    if slot.plan_id is not None:
+        detach_slot_from_plan(slot)
+
+    # --- Apply edits ---
+    _apply_edit_fields(slot, payload)
+    db.commit()
+    db.refresh(slot)
+
+    # --- Workload warnings ---
+    warnings = get_workload_warnings_for_date(db, current_user.id, slot.date)
+
+    return TimeSlotEditResponse(
+        slot=_slot_to_response(slot),
+        warnings=warnings,
+    )
+
+
+@router.patch(
+    "/slots/virtual/{virtual_id}",
+    response_model=TimeSlotEditResponse,
+    summary="Edit a virtual (plan-generated) calendar slot",
+)
+def edit_virtual_slot(
+    virtual_id: str,
+    payload: TimeSlotEdit,
+    db: Session = Depends(get_db),
+    current_user: User = Depends(require_calendar_write),
+):
+    """Edit a virtual (plan-generated) slot.
+
+    This triggers **materialization**: the virtual slot is first converted
+    into a real TimeSlot row, then the edits are applied, and the slot is
+    detached from its plan (``plan_id`` set to NULL).
+
+    - **Immutability**: rejects edits to past virtual slots.
+    - **Overlap detection**: checks overlap with the edited time/duration
+      against existing slots on the same day.
+    - **Workload warnings**: returned after successful edit (advisory only).
+    """
+    # --- Validate virtual_id format ---
+    parsed = parse_virtual_slot_id(virtual_id)
+    if parsed is None:
+        raise HTTPException(status_code=400, detail=f"Invalid virtual slot id: {virtual_id}")
+
+    plan_id, slot_date = parsed
+
+    # --- Past-slot guard ---
+    try:
+        guard_edit_virtual_slot(virtual_id)
+    except ImmutableSlotError as e:
+        raise HTTPException(status_code=422, detail=str(e))
+
+    # --- Materialize ---
+    try:
+        slot = materialize_from_virtual_id(db, virtual_id)
+    except ValueError as e:
+        raise HTTPException(status_code=404, detail=str(e))
+
+    # --- Verify ownership ---
+    if slot.user_id != current_user.id:
+        db.rollback()
+        raise HTTPException(status_code=404, detail="Slot not found")
+
+    # --- Determine effective time/duration for overlap check ---
+    effective_scheduled_at = payload.scheduled_at if payload.scheduled_at is not None else slot.scheduled_at
+    effective_duration = payload.estimated_duration if payload.estimated_duration is not None else slot.estimated_duration
+
+    # --- Overlap check (exclude newly materialized slot) ---
+    conflicts = check_overlap_for_edit(
+        db,
+        user_id=current_user.id,
+        slot_id=slot.id,
+        target_date=slot.date,
+        scheduled_at=effective_scheduled_at,
+        estimated_duration=effective_duration,
+    )
+    if conflicts:
+        db.rollback()
+        raise HTTPException(
+            status_code=409,
+            detail={
+                "message": "Edited slot overlaps with existing schedule",
+                "conflicts": [c.to_dict() for c in conflicts],
+            },
+        )
+
+    # --- Detach from plan ---
+    detach_slot_from_plan(slot)
+
+    # --- Apply edits ---
+    _apply_edit_fields(slot, payload)
+    db.commit()
+    db.refresh(slot)
+
+    # --- Workload warnings ---
+    warnings = get_workload_warnings_for_date(db, current_user.id, slot.date)
+
+    return TimeSlotEditResponse(
+        slot=_slot_to_response(slot),
+        warnings=warnings,
+    )
+
+
+# ---------------------------------------------------------------------------
+# Slot cancel (BE-CAL-API-004)
+# ---------------------------------------------------------------------------
+
+@router.post(
+    "/slots/{slot_id}/cancel",
+    response_model=TimeSlotCancelResponse,
+    summary="Cancel a real (materialized) calendar slot",
+)
+def cancel_real_slot(
+    slot_id: int,
+    db: Session = Depends(get_db),
+    current_user: User = Depends(require_calendar_write),
+):
+    """Cancel an existing real (materialized) slot.
+
+    - **Immutability**: rejects cancellation of past slots.
+    - **Plan detach**: if the slot was materialized from a plan, cancelling
+      detaches it (sets ``plan_id`` to NULL) so the plan no longer claims
+      that date.
+    - **Status**: sets the slot status to ``Skipped``.
+    """
+    slot = (
+        db.query(TimeSlot)
+        .filter(TimeSlot.id == slot_id, TimeSlot.user_id == current_user.id)
+        .first()
+    )
+    if slot is None:
+        raise HTTPException(status_code=404, detail="Slot not found")
+
+    # --- Past-slot guard ---
+    try:
+        guard_cancel_real_slot(db, slot)
+    except ImmutableSlotError as e:
+        raise HTTPException(status_code=422, detail=str(e))
+
+    # --- Detach from plan if applicable ---
+    if slot.plan_id is not None:
+        detach_slot_from_plan(slot)
+
+    # --- Update status ---
+    slot.status = SlotStatus.SKIPPED
+    db.commit()
+    db.refresh(slot)
+
+    return TimeSlotCancelResponse(
+        slot=_slot_to_response(slot),
+        message="Slot cancelled successfully",
+    )
+
+
+@router.post(
+    "/slots/virtual/{virtual_id}/cancel",
+    response_model=TimeSlotCancelResponse,
+    summary="Cancel a virtual (plan-generated) calendar slot",
+)
+def cancel_virtual_slot(
+    virtual_id: str,
+    db: Session = Depends(get_db),
+    current_user: User = Depends(require_calendar_write),
+):
+    """Cancel a virtual (plan-generated) slot.
+
+    This triggers **materialization**: the virtual slot is first converted
+    into a real TimeSlot row, then immediately set to ``Skipped`` status
+    and detached from its plan (``plan_id`` set to NULL).
+
+    - **Immutability**: rejects cancellation of past virtual slots.
+    """
+    # --- Validate virtual_id format ---
+    parsed = parse_virtual_slot_id(virtual_id)
+    if parsed is None:
+        raise HTTPException(status_code=400, detail=f"Invalid virtual slot id: {virtual_id}")
+
+    plan_id, slot_date = parsed
+
+    # --- Past-slot guard ---
+    try:
+        guard_cancel_virtual_slot(virtual_id)
+    except ImmutableSlotError as e:
+        raise HTTPException(status_code=422, detail=str(e))
+
+    # --- Materialize ---
+    try:
+        slot = materialize_from_virtual_id(db, virtual_id)
+    except ValueError as e:
+        raise HTTPException(status_code=404, detail=str(e))
+
+    # --- Verify ownership ---
+    if slot.user_id != current_user.id:
+        db.rollback()
+        raise HTTPException(status_code=404, detail="Slot not found")
+
+    # --- Detach from plan ---
+    detach_slot_from_plan(slot)
+
+    # --- Update status ---
+    slot.status = SlotStatus.SKIPPED
+    db.commit()
+    db.refresh(slot)
+
+    return TimeSlotCancelResponse(
+        slot=_slot_to_response(slot),
+        message="Virtual slot materialized and cancelled successfully",
+    )
+
+
+# ---------------------------------------------------------------------------
+# SchedulePlan (BE-CAL-API-005)
+# ---------------------------------------------------------------------------
+
+def _plan_to_response(plan: SchedulePlan) -> SchedulePlanResponse:
+    """Convert a SchedulePlan ORM object to a response schema."""
+    return SchedulePlanResponse(
+        id=plan.id,
+        user_id=plan.user_id,
+        slot_type=plan.slot_type.value if hasattr(plan.slot_type, "value") else str(plan.slot_type),
+        estimated_duration=plan.estimated_duration,
+        at_time=plan.at_time.isoformat() if plan.at_time else "",
+        on_day=plan.on_day.value if plan.on_day and hasattr(plan.on_day, "value") else (str(plan.on_day) if plan.on_day else None),
+        on_week=plan.on_week,
+        on_month=plan.on_month.value if plan.on_month and hasattr(plan.on_month, "value") else (str(plan.on_month) if plan.on_month else None),
+        event_type=plan.event_type.value if plan.event_type and hasattr(plan.event_type, "value") else (str(plan.event_type) if plan.event_type else None),
+        event_data=plan.event_data,
+        is_active=plan.is_active,
+        created_at=plan.created_at,
+        updated_at=plan.updated_at,
+    )
+
+
+@router.post(
+    "/plans",
+    response_model=SchedulePlanResponse,
+    status_code=201,
+    summary="Create a recurring schedule plan",
+)
+def create_plan(
+    payload: SchedulePlanCreate,
+    db: Session = Depends(get_db),
+    current_user: User = Depends(require_calendar_write),
+):
+    """Create a new recurring schedule plan.
+
+    The plan defines a template for virtual slots that are generated
+    on matching dates.  Period-parameter hierarchy is enforced:
+    ``on_month`` requires ``on_week``, which requires ``on_day``.
+    ``at_time`` is always required.
+    """
+    plan = SchedulePlan(
+        user_id=current_user.id,
+        slot_type=payload.slot_type.value,
+        estimated_duration=payload.estimated_duration,
+        at_time=payload.at_time,
+        on_day=payload.on_day.value if payload.on_day else None,
+        on_week=payload.on_week,
+        on_month=payload.on_month.value if payload.on_month else None,
+        event_type=payload.event_type.value if payload.event_type else None,
+        event_data=payload.event_data,
+        is_active=True,
+    )
+    db.add(plan)
+    db.commit()
+    db.refresh(plan)
+
+    return _plan_to_response(plan)
+
+
+@router.get(
+    "/plans",
+    response_model=SchedulePlanListResponse,
+    summary="List all schedule plans for the current user",
+)
+def list_plans(
+    include_inactive: bool = Query(False, description="Include cancelled/inactive plans"),
+    db: Session = Depends(get_db),
+    current_user: User = Depends(require_calendar_read),
+):
+    """Return all schedule plans for the authenticated user.
+
+    By default only active plans are returned.  Pass
+    ``include_inactive=true`` to also include cancelled plans.
+    """
+    q = db.query(SchedulePlan).filter(SchedulePlan.user_id == current_user.id)
+    if not include_inactive:
+        q = q.filter(SchedulePlan.is_active.is_(True))
+    q = q.order_by(SchedulePlan.created_at.desc())
+    plans = q.all()
+
+    return SchedulePlanListResponse(
+        plans=[_plan_to_response(p) for p in plans],
+    )
+
+
+@router.get(
+    "/plans/{plan_id}",
+    response_model=SchedulePlanResponse,
+    summary="Get a single schedule plan by ID",
+)
+def get_plan(
+    plan_id: int,
+    db: Session = Depends(get_db),
+    current_user: User = Depends(require_calendar_read),
+):
+    """Return a single schedule plan owned by the authenticated user."""
+    plan = (
+        db.query(SchedulePlan)
+        .filter(SchedulePlan.id == plan_id, SchedulePlan.user_id == current_user.id)
+        .first()
+    )
+    if plan is None:
+        raise HTTPException(status_code=404, detail="Plan not found")
+    return _plan_to_response(plan)
+
+
+# ---------------------------------------------------------------------------
+# Plan edit / cancel (BE-CAL-API-006)
+# ---------------------------------------------------------------------------
+
+def _validate_plan_hierarchy(
+    on_day: str | None,
+    on_week: int | None,
+    on_month: str | None,
+) -> None:
+    """Enforce period-parameter hierarchy after merging edited values.
+
+    Raises HTTPException(422) if the hierarchy is violated.
+    """
+    if on_month is not None and on_week is None:
+        raise HTTPException(
+            status_code=422,
+            detail="on_month requires on_week to be set",
+        )
+    if on_week is not None and on_day is None:
+        raise HTTPException(
+            status_code=422,
+            detail="on_week requires on_day to be set",
+        )
+
+
+@router.patch(
+    "/plans/{plan_id}",
+    response_model=SchedulePlanResponse,
+    summary="Edit a recurring schedule plan",
+)
+def edit_plan(
+    plan_id: int,
+    payload: SchedulePlanEdit,
+    db: Session = Depends(get_db),
+    current_user: User = Depends(require_calendar_write),
+):
+    """Edit an existing schedule plan.
+
+    - Only **future** virtual/materialized slots are affected; past
+      materialized slots remain untouched.
+    - Period-parameter hierarchy (``on_month`` → ``on_week`` → ``on_day``)
+      is validated after merging edited values with existing plan values.
+    - Inactive (cancelled) plans cannot be edited.
+    """
+    plan = (
+        db.query(SchedulePlan)
+        .filter(SchedulePlan.id == plan_id, SchedulePlan.user_id == current_user.id)
+        .first()
+    )
+    if plan is None:
+        raise HTTPException(status_code=404, detail="Plan not found")
+
+    if not plan.is_active:
+        raise HTTPException(status_code=422, detail="Cannot edit an inactive (cancelled) plan")
+
+    # --- Identify past slots that must NOT be touched ---
+    _past_ids = guard_plan_edit_no_past_retroaction(db, plan_id)
+
+    # --- Apply clear flags first (set to NULL) ---
+    if payload.clear_on_month:
+        plan.on_month = None
+    if payload.clear_on_week:
+        plan.on_week = None
+    if payload.clear_on_day:
+        plan.on_day = None
+
+    # --- Apply provided values ---
+    if payload.slot_type is not None:
+        plan.slot_type = payload.slot_type.value
+    if payload.estimated_duration is not None:
+        plan.estimated_duration = payload.estimated_duration
+    if payload.at_time is not None:
+        plan.at_time = payload.at_time
+    if payload.on_day is not None:
+        plan.on_day = payload.on_day.value
+    if payload.on_week is not None:
+        plan.on_week = payload.on_week
+    if payload.on_month is not None:
+        plan.on_month = payload.on_month.value
+    if payload.event_type is not None:
+        plan.event_type = payload.event_type.value
+    if payload.event_data is not None:
+        plan.event_data = payload.event_data
+
+    # --- Validate hierarchy with merged values ---
+    effective_on_day = plan.on_day
+    effective_on_week = plan.on_week
+    effective_on_month = plan.on_month
+    _validate_plan_hierarchy(effective_on_day, effective_on_week, effective_on_month)
+
+    # --- Detach future materialized slots so they keep old data ---
+    # Future materialized slots with plan_id set are detached because
+    # they were generated from the old plan template. New virtual slots
+    # will reflect the updated plan going forward.
+    from datetime import date as date_type
+    today = date_type.today()
+    future_materialized = (
+        db.query(TimeSlot)
+        .filter(
+            TimeSlot.plan_id == plan_id,
+            TimeSlot.date >= today,
+        )
+        .all()
+    )
+    for slot in future_materialized:
+        slot.plan_id = None
+
+    db.commit()
+    db.refresh(plan)
+
+    return _plan_to_response(plan)
+
+
+@router.post(
+    "/plans/{plan_id}/cancel",
+    response_model=SchedulePlanCancelResponse,
+    summary="Cancel a recurring schedule plan",
+)
+def cancel_plan(
+    plan_id: int,
+    db: Session = Depends(get_db),
+    current_user: User = Depends(require_calendar_write),
+):
+    """Cancel (soft-delete) a schedule plan.
+
+    - Sets the plan's ``is_active`` flag to ``False``.
+    - **Past** materialized slots are preserved untouched.
+    - **Future** materialized slots that still reference this plan are
+      detached (``plan_id`` set to NULL) so they remain on the calendar
+      as standalone slots. If you want to also cancel those future slots,
+      cancel them individually via the slot-cancel endpoints.
+    """
+    plan = (
+        db.query(SchedulePlan)
+        .filter(SchedulePlan.id == plan_id, SchedulePlan.user_id == current_user.id)
+        .first()
+    )
+    if plan is None:
+        raise HTTPException(status_code=404, detail="Plan not found")
+
+    if not plan.is_active:
+        raise HTTPException(status_code=422, detail="Plan is already cancelled")
+
+    # --- Identify past slots that must NOT be touched ---
+    past_ids = guard_plan_cancel_no_past_retroaction(db, plan_id)
+
+    # --- Detach future materialized slots ---
+    from datetime import date as date_type
+    today = date_type.today()
+    future_materialized = (
+        db.query(TimeSlot)
+        .filter(
+            TimeSlot.plan_id == plan_id,
+            TimeSlot.date >= today,
+        )
+        .all()
+    )
+    for slot in future_materialized:
+        slot.plan_id = None
+
+    # --- Deactivate the plan ---
+    plan.is_active = False
+    db.commit()
+    db.refresh(plan)
+
+    return SchedulePlanCancelResponse(
+        plan=_plan_to_response(plan),
+        message="Plan cancelled successfully",
+        preserved_past_slot_ids=past_ids,
+    )
+
+
+# ---------------------------------------------------------------------------
+# Date list (BE-CAL-API-007)
+# ---------------------------------------------------------------------------
+
+# Statuses considered inactive — slots with these statuses are excluded
+# from the date-list result because they no longer occupy calendar time.
+_DATE_LIST_EXCLUDED_STATUSES = {SlotStatus.SKIPPED.value, SlotStatus.ABORTED.value}
+
+
+@router.get(
+    "/dates",
+    response_model=DateListResponse,
+    summary="List future dates that have materialized slots",
+)
+def list_dates(
+    db: Session = Depends(get_db),
+    current_user: User = Depends(require_calendar_read),
+):
+    """Return a sorted list of future dates that have at least one
+    materialized (real) slot.
+
+    - Only dates **today or later** are included.
+    - Only **active** slots are counted (skipped / aborted are excluded).
+    - Pure plan-generated (virtual) dates that have not been materialized
+      are **not** included.
+    """
+    today = date_type.today()
+
+    rows = (
+        db.query(TimeSlot.date)
+        .filter(
+            TimeSlot.user_id == current_user.id,
+            TimeSlot.date >= today,
+            TimeSlot.status.notin_(list(_DATE_LIST_EXCLUDED_STATUSES)),
+        )
+        .group_by(TimeSlot.date)
+        .order_by(TimeSlot.date.asc())
+        .all()
+    )
+
+    return DateListResponse(dates=[r[0] for r in rows])
+
+
 # ---------------------------------------------------------------------------
 # MinimumWorkload
 # ---------------------------------------------------------------------------
@@ -255,7 +1110,7 @@ def get_calendar_day(
 )
 def get_my_workload_config(
     db: Session = Depends(get_db),
-    current_user: User = Depends(get_current_user),
+    current_user: User = Depends(require_calendar_manage),
 ):
     """Return the workload thresholds for the authenticated user.
 
@@ -274,7 +1129,7 @@ def get_my_workload_config(
 def put_my_workload_config(
     payload: MinimumWorkloadConfig,
     db: Session = Depends(get_db),
-    current_user: User = Depends(get_current_user),
+    current_user: User = Depends(require_calendar_manage),
 ):
     """Full replacement of the workload configuration."""
     row = replace_workload_config(db, current_user.id, payload)
@@ -291,7 +1146,7 @@ def put_my_workload_config(
 def patch_my_workload_config(
     payload: MinimumWorkloadUpdate,
     db: Session = Depends(get_db),
-    current_user: User = Depends(get_current_user),
+    current_user: User = Depends(require_calendar_manage),
 ):
     """Partial update — only the provided periods are overwritten."""
     row = upsert_workload_config(db, current_user.id, payload)

app/api/routers/essentials.py

@@ -1,7 +1,7 @@
 """Essentials API router — CRUD for Essentials nested under a Proposal.
 
 Endpoints are scoped to a project and proposal:
-    /projects/{project_id}/proposals/{proposal_id}/essentials
+    /projects/{project_code}/proposals/{proposal_code}/essentials
 
 Only open Proposals allow Essential mutations.
 """
@@ -26,7 +26,7 @@ from app.services.activity import log_activity
 from app.services.essential_code import generate_essential_code
 
 router = APIRouter(
-    prefix="/projects/{project_id}/proposals/{proposal_id}/essentials",
+    prefix="/projects/{project_code}/proposals/{proposal_code}/essentials",
     tags=["Essentials"],
 )
 
@@ -35,53 +35,27 @@ router = APIRouter(
 # Helpers
 # ---------------------------------------------------------------------------
 
-def _find_project(db: Session, identifier: str):
-    """Look up project by numeric id or project_code."""
-    try:
-        pid = int(identifier)
-        p = db.query(models.Project).filter(models.Project.id == pid).first()
-        if p:
-            return p
-    except (ValueError, TypeError):
-        pass
+def _find_project(db: Session, project_code: str):
+    """Look up project by project_code."""
     return db.query(models.Project).filter(
-        models.Project.project_code == str(identifier)
+        models.Project.project_code == str(project_code)
     ).first()
 
 
-def _find_proposal(db: Session, identifier: str, project_id: int) -> Proposal | None:
-    """Look up proposal by numeric id or propose_code within a project."""
-    try:
-        pid = int(identifier)
-        q = db.query(Proposal).filter(Proposal.id == pid, Proposal.project_id == project_id)
-        p = q.first()
-        if p:
-            return p
-    except (ValueError, TypeError):
-        pass
+def _find_proposal(db: Session, proposal_code: str, project_id: int) -> Proposal | None:
+    """Look up proposal by propose_code within a project."""
     return (
         db.query(Proposal)
-        .filter(Proposal.propose_code == str(identifier), Proposal.project_id == project_id)
+        .filter(Proposal.propose_code == str(proposal_code), Proposal.project_id == project_id)
         .first()
     )
 
 
-def _find_essential(db: Session, identifier: str, proposal_id: int) -> Essential | None:
-    """Look up essential by numeric id or essential_code within a proposal."""
-    try:
-        eid = int(identifier)
-        e = (
-            db.query(Essential)
-            .filter(Essential.id == eid, Essential.proposal_id == proposal_id)
-            .first()
-        )
-        if e:
-            return e
-    except (ValueError, TypeError):
-        pass
+def _find_essential(db: Session, essential_code: str, proposal_id: int) -> Essential | None:
+    """Look up essential by essential_code within a proposal."""
     return (
         db.query(Essential)
-        .filter(Essential.essential_code == str(identifier), Essential.proposal_id == proposal_id)
+        .filter(Essential.essential_code == str(essential_code), Essential.proposal_id == proposal_id)
         .first()
     )
 
@@ -108,12 +82,11 @@ def _can_edit_proposal(db: Session, user_id: int, proposal: Proposal) -> bool:
     return False
 
 
-def _serialize_essential(e: Essential) -> dict:
+def _serialize_essential(e: Essential, proposal_code: str | None) -> dict:
     """Return a dict matching EssentialResponse."""
     return {
-        "id": e.id,
         "essential_code": e.essential_code,
-        "proposal_id": e.proposal_id,
+        "proposal_code": proposal_code,
         "type": e.type.value if hasattr(e.type, "value") else e.type,
         "title": e.title,
         "description": e.description,
@@ -129,18 +102,18 @@ def _serialize_essential(e: Essential) -> dict:
 
 @router.get("", response_model=List[EssentialResponse])
 def list_essentials(
-    project_id: str,
-    proposal_id: str,
+    project_code: str,
+    proposal_code: str,
     db: Session = Depends(get_db),
     current_user: models.User = Depends(get_current_user_or_apikey),
 ):
     """List all Essentials under a Proposal."""
-    project = _find_project(db, project_id)
+    project = _find_project(db, project_code)
     if not project:
         raise HTTPException(status_code=404, detail="Project not found")
     check_project_role(db, current_user.id, project.id, min_role="viewer")
 
-    proposal = _find_proposal(db, proposal_id, project.id)
+    proposal = _find_proposal(db, proposal_code, project.id)
     if not proposal:
         raise HTTPException(status_code=404, detail="Proposal not found")
 
@@ -150,24 +123,24 @@ def list_essentials(
         .order_by(Essential.id.asc())
         .all()
     )
-    return [_serialize_essential(e) for e in essentials]
+    return [_serialize_essential(e, proposal.propose_code) for e in essentials]
 
 
 @router.post("", response_model=EssentialResponse, status_code=status.HTTP_201_CREATED)
 def create_essential(
-    project_id: str,
-    proposal_id: str,
+    project_code: str,
+    proposal_code: str,
     body: EssentialCreate,
     db: Session = Depends(get_db),
     current_user: models.User = Depends(get_current_user_or_apikey),
 ):
     """Create a new Essential under an open Proposal."""
-    project = _find_project(db, project_id)
+    project = _find_project(db, project_code)
     if not project:
         raise HTTPException(status_code=404, detail="Project not found")
     check_project_role(db, current_user.id, project.id, min_role="dev")
 
-    proposal = _find_proposal(db, proposal_id, project.id)
+    proposal = _find_proposal(db, proposal_code, project.id)
     if not proposal:
         raise HTTPException(status_code=404, detail="Proposal not found")
 
@@ -196,50 +169,50 @@ def create_essential(
         details={"title": essential.title, "type": body.type.value, "proposal_id": proposal.id},
     )
 
-    return _serialize_essential(essential)
+    return _serialize_essential(essential, proposal.propose_code)
 
 
 @router.get("/{essential_id}", response_model=EssentialResponse)
 def get_essential(
-    project_id: str,
-    proposal_id: str,
-    essential_id: str,
+    project_code: str,
+    proposal_code: str,
+    essential_code: str,
     db: Session = Depends(get_db),
     current_user: models.User = Depends(get_current_user_or_apikey),
 ):
-    """Get a single Essential by id or essential_code."""
-    project = _find_project(db, project_id)
+    """Get a single Essential by essential_code."""
+    project = _find_project(db, project_code)
     if not project:
         raise HTTPException(status_code=404, detail="Project not found")
     check_project_role(db, current_user.id, project.id, min_role="viewer")
 
-    proposal = _find_proposal(db, proposal_id, project.id)
+    proposal = _find_proposal(db, proposal_code, project.id)
     if not proposal:
         raise HTTPException(status_code=404, detail="Proposal not found")
 
-    essential = _find_essential(db, essential_id, proposal.id)
+    essential = _find_essential(db, essential_code, proposal.id)
     if not essential:
         raise HTTPException(status_code=404, detail="Essential not found")
 
-    return _serialize_essential(essential)
+    return _serialize_essential(essential, proposal.propose_code)
 
 
 @router.patch("/{essential_id}", response_model=EssentialResponse)
 def update_essential(
-    project_id: str,
-    proposal_id: str,
-    essential_id: str,
+    project_code: str,
+    proposal_code: str,
+    essential_code: str,
     body: EssentialUpdate,
     db: Session = Depends(get_db),
     current_user: models.User = Depends(get_current_user_or_apikey),
 ):
     """Update an Essential (only on open Proposals)."""
-    project = _find_project(db, project_id)
+    project = _find_project(db, project_code)
     if not project:
         raise HTTPException(status_code=404, detail="Project not found")
     check_project_role(db, current_user.id, project.id, min_role="dev")
 
-    proposal = _find_proposal(db, proposal_id, project.id)
+    proposal = _find_proposal(db, proposal_code, project.id)
     if not proposal:
         raise HTTPException(status_code=404, detail="Proposal not found")
 
@@ -248,7 +221,7 @@ def update_essential(
     if not _can_edit_proposal(db, current_user.id, proposal):
         raise HTTPException(status_code=403, detail="Permission denied")
 
-    essential = _find_essential(db, essential_id, proposal.id)
+    essential = _find_essential(db, essential_code, proposal.id)
     if not essential:
         raise HTTPException(status_code=404, detail="Essential not found")
 
@@ -265,24 +238,24 @@ def update_essential(
         details=data,
     )
 
-    return _serialize_essential(essential)
+    return _serialize_essential(essential, proposal.propose_code)
 
 
 @router.delete("/{essential_id}", status_code=status.HTTP_204_NO_CONTENT)
 def delete_essential(
-    project_id: str,
-    proposal_id: str,
-    essential_id: str,
+    project_code: str,
+    proposal_code: str,
+    essential_code: str,
     db: Session = Depends(get_db),
     current_user: models.User = Depends(get_current_user_or_apikey),
 ):
     """Delete an Essential (only on open Proposals)."""
-    project = _find_project(db, project_id)
+    project = _find_project(db, project_code)
     if not project:
         raise HTTPException(status_code=404, detail="Project not found")
     check_project_role(db, current_user.id, project.id, min_role="dev")
 
-    proposal = _find_proposal(db, proposal_id, project.id)
+    proposal = _find_proposal(db, proposal_code, project.id)
     if not proposal:
         raise HTTPException(status_code=404, detail="Proposal not found")
 
@@ -291,7 +264,7 @@ def delete_essential(
     if not _can_edit_proposal(db, current_user.id, proposal):
         raise HTTPException(status_code=403, detail="Permission denied")
 
-    essential = _find_essential(db, essential_id, proposal.id)
+    essential = _find_essential(db, essential_code, proposal.id)
     if not essential:
         raise HTTPException(status_code=404, detail="Essential not found")
 

app/api/routers/meetings.py

@@ -18,15 +18,8 @@ router = APIRouter(tags=["Meetings"])
 
 # ---- helpers ----
 
-def _find_meeting_by_id_or_code(db: Session, identifier: str) -> Meeting | None:
-    try:
-        mid = int(identifier)
-        meeting = db.query(Meeting).filter(Meeting.id == mid).first()
-        if meeting:
-            return meeting
-    except (ValueError, TypeError):
-        pass
-    return db.query(Meeting).filter(Meeting.meeting_code == str(identifier)).first()
+def _find_meeting_by_code(db: Session, meeting_code: str) -> Meeting | None:
+    return db.query(Meeting).filter(Meeting.meeting_code == str(meeting_code)).first()
 
 
 def _resolve_project_id(db: Session, project_code: str | None) -> int | None:
@@ -64,16 +57,13 @@ def _serialize_meeting(db: Session, meeting: Meeting) -> dict:
     project = db.query(models.Project).filter(models.Project.id == meeting.project_id).first()
     milestone = db.query(Milestone).filter(Milestone.id == meeting.milestone_id).first()
     return {
-        "id": meeting.id,
         "code": meeting.meeting_code,
         "meeting_code": meeting.meeting_code,
         "title": meeting.title,
         "description": meeting.description,
         "status": meeting.status.value if hasattr(meeting.status, "value") else meeting.status,
         "priority": meeting.priority.value if hasattr(meeting.priority, "value") else meeting.priority,
-        "project_id": meeting.project_id,
         "project_code": project.project_code if project else None,
-        "milestone_id": meeting.milestone_id,
         "milestone_code": milestone.milestone_code if milestone else None,
         "reporter_id": meeting.reporter_id,
         "meeting_time": meeting.scheduled_at.isoformat() if meeting.scheduled_at else None,
@@ -155,6 +145,7 @@ def create_meeting(
 @router.get("/meetings")
 def list_meetings(
     project: str = None,
+    project_code: str = None,
     status_value: str = Query(None, alias="status"),
     order_by: str = None,
     page: int = 1,
@@ -163,8 +154,9 @@ def list_meetings(
 ):
     query = db.query(Meeting)
 
-    if project:
-        project_id = _resolve_project_id(db, project)
+    effective_project = project_code or project
+    if effective_project:
+        project_id = _resolve_project_id(db, effective_project)
         if project_id:
             query = query.filter(Meeting.project_id == project_id)
 
@@ -197,9 +189,9 @@ def list_meetings(
     }
 
 
-@router.get("/meetings/{meeting_id}")
-def get_meeting(meeting_id: str, db: Session = Depends(get_db)):
-    meeting = _find_meeting_by_id_or_code(db, meeting_id)
+@router.get("/meetings/{meeting_code}")
+def get_meeting(meeting_code: str, db: Session = Depends(get_db)):
+    meeting = _find_meeting_by_code(db, meeting_code)
     if not meeting:
         raise HTTPException(status_code=404, detail="Meeting not found")
     return _serialize_meeting(db, meeting)
@@ -213,14 +205,14 @@ class MeetingUpdateBody(BaseModel):
     duration_minutes: Optional[int] = None
 
 
-@router.patch("/meetings/{meeting_id}")
+@router.patch("/meetings/{meeting_code}")
 def update_meeting(
-    meeting_id: str,
+    meeting_code: str,
     body: MeetingUpdateBody,
     db: Session = Depends(get_db),
     current_user: models.User = Depends(get_current_user_or_apikey),
 ):
-    meeting = _find_meeting_by_id_or_code(db, meeting_id)
+    meeting = _find_meeting_by_code(db, meeting_code)
     if not meeting:
         raise HTTPException(status_code=404, detail="Meeting not found")
     check_project_role(db, current_user.id, meeting.project_id, min_role="dev")
@@ -248,13 +240,13 @@ def update_meeting(
     return _serialize_meeting(db, meeting)
 
 
-@router.delete("/meetings/{meeting_id}", status_code=status.HTTP_204_NO_CONTENT)
+@router.delete("/meetings/{meeting_code}", status_code=status.HTTP_204_NO_CONTENT)
 def delete_meeting(
-    meeting_id: str,
+    meeting_code: str,
     db: Session = Depends(get_db),
     current_user: models.User = Depends(get_current_user_or_apikey),
 ):
-    meeting = _find_meeting_by_id_or_code(db, meeting_id)
+    meeting = _find_meeting_by_code(db, meeting_code)
     if not meeting:
         raise HTTPException(status_code=404, detail="Meeting not found")
     check_project_role(db, current_user.id, meeting.project_id, min_role="dev")
@@ -265,13 +257,13 @@ def delete_meeting(
 
 # ---- Attend ----
 
-@router.post("/meetings/{meeting_id}/attend")
+@router.post("/meetings/{meeting_code}/attend")
 def attend_meeting(
-    meeting_id: str,
+    meeting_code: str,
     db: Session = Depends(get_db),
     current_user: models.User = Depends(get_current_user_or_apikey),
 ):
-    meeting = _find_meeting_by_id_or_code(db, meeting_id)
+    meeting = _find_meeting_by_code(db, meeting_code)
     if not meeting:
         raise HTTPException(status_code=404, detail="Meeting not found")
     check_project_role(db, current_user.id, meeting.project_id, min_role="viewer")

app/api/routers/milestone_actions.py

@@ -20,7 +20,7 @@ from app.services.activity import log_activity
 from app.services.dependency_check import check_milestone_deps
 
 router = APIRouter(
-    prefix="/projects/{project_id}/milestones/{milestone_id}/actions",
+    prefix="/projects/{project_code}/milestones/{milestone_code}/actions",
     tags=["Milestone Actions"],
 )
 
@@ -29,10 +29,18 @@ router = APIRouter(
 # Helpers
 # ---------------------------------------------------------------------------
 
-def _get_milestone_or_404(db: Session, project_id: int, milestone_id: int) -> Milestone:
+def _resolve_project_or_404(db: Session, project_code: str):
+    project = db.query(models.Project).filter(models.Project.project_code == project_code).first()
+    if not project:
+        raise HTTPException(status_code=404, detail="Project not found")
+    return project
+
+
+def _get_milestone_or_404(db: Session, project_code: str, milestone_code: str) -> Milestone:
+    project = _resolve_project_or_404(db, project_code)
     ms = (
         db.query(Milestone)
-        .filter(Milestone.id == milestone_id, Milestone.project_id == project_id)
+        .filter(Milestone.milestone_code == milestone_code, Milestone.project_id == project.id)
         .first()
     )
     if not ms:
@@ -59,8 +67,8 @@ class CloseBody(BaseModel):
 
 @router.get("/preflight", status_code=200)
 def preflight_milestone_actions(
-    project_id: int,
-    milestone_id: int,
+    project_code: str,
+    milestone_code: str,
     db: Session = Depends(get_db),
     current_user: models.User = Depends(get_current_user_or_apikey),
 ):
@@ -69,8 +77,9 @@ def preflight_milestone_actions(
     The frontend uses this to decide whether to *disable* buttons and what
     hint text to show.  This endpoint never mutates data.
     """
-    check_project_role(db, current_user.id, project_id, min_role="viewer")
-    ms = _get_milestone_or_404(db, project_id, milestone_id)
+    project = _resolve_project_or_404(db, project_code)
+    check_project_role(db, current_user.id, project.id, min_role="viewer")
+    ms = _get_milestone_or_404(db, project_code, milestone_code)
     ms_status = _ms_status_value(ms)
 
     result: dict = {"status": ms_status, "freeze": None, "start": None}
@@ -80,7 +89,7 @@ def preflight_milestone_actions(
         release_tasks = (
             db.query(Task)
             .filter(
-                Task.milestone_id == milestone_id,
+                Task.milestone_id == ms.id,
                 Task.task_type == "maintenance",
                 Task.task_subtype == "release",
             )
@@ -118,8 +127,8 @@ def preflight_milestone_actions(
 
 @router.post("/freeze", status_code=200)
 def freeze_milestone(
-    project_id: int,
-    milestone_id: int,
+    project_code: str,
+    milestone_code: str,
     db: Session = Depends(get_db),
     current_user: models.User = Depends(get_current_user_or_apikey),
 ):
@@ -130,10 +139,11 @@ def freeze_milestone(
     - Milestone must have **exactly one** maintenance task with subtype ``release``.
     - Caller must have ``freeze milestone`` permission.
     """
-    check_project_role(db, current_user.id, project_id, min_role="mgr")
-    check_permission(db, current_user.id, project_id, "milestone.freeze")
+    project = _resolve_project_or_404(db, project_code)
+    check_project_role(db, current_user.id, project.id, min_role="mgr")
+    check_permission(db, current_user.id, project.id, "milestone.freeze")
 
-    ms = _get_milestone_or_404(db, project_id, milestone_id)
+    ms = _get_milestone_or_404(db, project_code, milestone_code)
 
     if _ms_status_value(ms) != "open":
         raise HTTPException(
@@ -145,7 +155,7 @@ def freeze_milestone(
     release_tasks = (
         db.query(Task)
         .filter(
-            Task.milestone_id == milestone_id,
+            Task.milestone_id == ms.id,
             Task.task_type == "maintenance",
             Task.task_subtype == "release",
         )
@@ -184,8 +194,8 @@ def freeze_milestone(
 
 @router.post("/start", status_code=200)
 def start_milestone(
-    project_id: int,
-    milestone_id: int,
+    project_code: str,
+    milestone_code: str,
     db: Session = Depends(get_db),
     current_user: models.User = Depends(get_current_user_or_apikey),
 ):
@@ -196,10 +206,11 @@ def start_milestone(
     - All milestone dependencies must be completed.
     - Caller must have ``start milestone`` permission.
     """
-    check_project_role(db, current_user.id, project_id, min_role="mgr")
-    check_permission(db, current_user.id, project_id, "milestone.start")
+    project = _resolve_project_or_404(db, project_code)
+    check_project_role(db, current_user.id, project.id, min_role="mgr")
+    check_permission(db, current_user.id, project.id, "milestone.start")
 
-    ms = _get_milestone_or_404(db, project_id, milestone_id)
+    ms = _get_milestone_or_404(db, project_code, milestone_code)
 
     if _ms_status_value(ms) != "freeze":
         raise HTTPException(
@@ -240,8 +251,8 @@ def start_milestone(
 
 @router.post("/close", status_code=200)
 def close_milestone(
-    project_id: int,
-    milestone_id: int,
+    project_code: str,
+    milestone_code: str,
     body: CloseBody = CloseBody(),
     db: Session = Depends(get_db),
     current_user: models.User = Depends(get_current_user_or_apikey),
@@ -252,10 +263,11 @@ def close_milestone(
     - Milestone must be in ``open``, ``freeze``, or ``undergoing`` status.
     - Caller must have ``close milestone`` permission.
     """
-    check_project_role(db, current_user.id, project_id, min_role="mgr")
-    check_permission(db, current_user.id, project_id, "milestone.close")
+    project = _resolve_project_or_404(db, project_code)
+    check_project_role(db, current_user.id, project.id, min_role="mgr")
+    check_permission(db, current_user.id, project.id, "milestone.close")
 
-    ms = _get_milestone_or_404(db, project_id, milestone_id)
+    ms = _get_milestone_or_404(db, project_code, milestone_code)
     current = _ms_status_value(ms)
 
     allowed_from = {"open", "freeze", "undergoing"}

app/api/routers/milestones.py

@@ -48,10 +48,10 @@ def _find_milestone(db, identifier, project_id: int = None) -> Milestone | None:
     return q.first()
 
 
-def _serialize_milestone(milestone):
-    """Serialize milestone with JSON fields and code."""
+def _serialize_milestone(db, milestone):
+    """Serialize milestone with JSON fields and code-first identifiers."""
+    project = db.query(models.Project).filter(models.Project.id == milestone.project_id).first()
     return {
-        "id": milestone.id,
         "title": milestone.title,
         "description": milestone.description,
         "status": milestone.status.value if hasattr(milestone.status, 'value') else milestone.status,
@@ -59,9 +59,9 @@ def _serialize_milestone(milestone):
         "planned_release_date": milestone.planned_release_date,
         "depend_on_milestones": json.loads(milestone.depend_on_milestones) if milestone.depend_on_milestones else [],
         "depend_on_tasks": json.loads(milestone.depend_on_tasks) if milestone.depend_on_tasks else [],
-        "project_id": milestone.project_id,
         "milestone_code": milestone.milestone_code,
         "code": milestone.milestone_code,
+        "project_code": project.project_code if project else None,
         "created_by_id": milestone.created_by_id,
         "started_at": milestone.started_at,
         "created_at": milestone.created_at,
@@ -76,7 +76,7 @@ def list_milestones(project_id: str, db: Session = Depends(get_db), current_user
         raise HTTPException(status_code=404, detail="Project not found")
     check_project_role(db, current_user.id, project.id, min_role="viewer")
     milestones = db.query(Milestone).filter(Milestone.project_id == project.id).all()
-    return [_serialize_milestone(m) for m in milestones]
+    return [_serialize_milestone(db, m) for m in milestones]
 
 
 @router.post("", response_model=schemas.MilestoneResponse, status_code=status.HTTP_201_CREATED)
@@ -101,7 +101,7 @@ def create_milestone(project_id: str, milestone: schemas.MilestoneCreate, db: Se
     db.add(db_milestone)
     db.commit()
     db.refresh(db_milestone)
-    return _serialize_milestone(db_milestone)
+    return _serialize_milestone(db, db_milestone)
 
 
 @router.get("/{milestone_id}", response_model=schemas.MilestoneResponse)
@@ -113,7 +113,7 @@ def get_milestone(project_id: str, milestone_id: str, db: Session = Depends(get_
     milestone = _find_milestone(db, milestone_id, project.id)
     if not milestone:
         raise HTTPException(status_code=404, detail="Milestone not found")
-    return _serialize_milestone(milestone)
+    return _serialize_milestone(db, milestone)
 
 
 @router.patch("/{milestone_id}", response_model=schemas.MilestoneResponse)
@@ -163,7 +163,7 @@ def update_milestone(project_id: str, milestone_id: str, milestone: schemas.Mile
         setattr(db_milestone, key, value)
     db.commit()
     db.refresh(db_milestone)
-    return _serialize_milestone(db_milestone)
+    return _serialize_milestone(db, db_milestone)
 
 
 @router.delete("/{milestone_id}", status_code=status.HTTP_204_NO_CONTENT)

app/api/routers/misc.py

@@ -149,18 +149,19 @@ def create_milestone(ms: schemas.MilestoneCreate, db: Session = Depends(get_db),
 
 
 @router.get("/milestones", response_model=List[schemas.MilestoneResponse], tags=["Milestones"])
-def list_milestones(project_id: str = None, status_filter: str = None, db: Session = Depends(get_db)):
+def list_milestones(project_id: str = None, project_code: str = None, status_filter: str = None, db: Session = Depends(get_db)):
     query = db.query(MilestoneModel)
-    if project_id:
+    effective_project = project_code or project_id
+    if effective_project:
         # Resolve project_id by numeric id or project_code
         resolved_project = None
         try:
-            pid = int(project_id)
+            pid = int(effective_project)
             resolved_project = db.query(models.Project).filter(models.Project.id == pid).first()
         except (ValueError, TypeError):
             pass
         if not resolved_project:
-            resolved_project = db.query(models.Project).filter(models.Project.project_code == project_id).first()
+            resolved_project = db.query(models.Project).filter(models.Project.project_code == effective_project).first()
         if not resolved_project:
             raise HTTPException(status_code=404, detail="Project not found")
         query = query.filter(MilestoneModel.project_id == resolved_project.id)
@@ -428,14 +429,21 @@ def dashboard_stats(project_id: int = None, db: Session = Depends(get_db)):
 # ============ Milestone-scoped Tasks ============
 
 @router.get("/tasks/{project_code}/{milestone_id}", tags=["Tasks"])
-def list_milestone_tasks(project_code: str, milestone_id: int, db: Session = Depends(get_db)):
+def list_milestone_tasks(project_code: str, milestone_id: str, db: Session = Depends(get_db)):
     project = db.query(models.Project).filter(models.Project.project_code == project_code).first()
     if not project:
         raise HTTPException(status_code=404, detail="Project not found")
     
+    milestone = db.query(MilestoneModel).filter(
+        MilestoneModel.milestone_code == milestone_id,
+        MilestoneModel.project_id == project.id,
+    ).first()
+    if not milestone:
+        raise HTTPException(status_code=404, detail="Milestone not found")
+
     tasks = db.query(Task).filter(
         Task.project_id == project.id,
-        Task.milestone_id == milestone_id
+        Task.milestone_id == milestone.id
     ).all()
     
     return [{
@@ -459,12 +467,12 @@ def list_milestone_tasks(project_code: str, milestone_id: int, db: Session = Dep
 
 
 @router.post("/tasks/{project_code}/{milestone_id}", status_code=status.HTTP_201_CREATED, tags=["Tasks"])
-def create_milestone_task(project_code: str, milestone_id: int, task_data: dict, db: Session = Depends(get_db), current_user: models.User = Depends(get_current_user_or_apikey)):
+def create_milestone_task(project_code: str, milestone_id: str, task_data: dict, db: Session = Depends(get_db), current_user: models.User = Depends(get_current_user_or_apikey)):
     project = db.query(models.Project).filter(models.Project.project_code == project_code).first()
     if not project:
         raise HTTPException(status_code=404, detail="Project not found")
     
-    ms = db.query(MilestoneModel).filter(MilestoneModel.id == milestone_id).first()
+    ms = db.query(MilestoneModel).filter(MilestoneModel.milestone_code == milestone_id, MilestoneModel.project_id == project.id).first()
     if not ms:
         raise HTTPException(status_code=404, detail="Milestone not found")
     
@@ -491,7 +499,7 @@ def create_milestone_task(project_code: str, milestone_id: int, task_data: dict,
         task_type=task_data.get("task_type", "issue"),  # P7.1: default changed from 'task' to 'issue'
         task_subtype=task_data.get("task_subtype"),
         project_id=project.id,
-        milestone_id=milestone_id,
+        milestone_id=ms.id,
         reporter_id=current_user.id,
         task_code=task_code,
         estimated_effort=task_data.get("estimated_effort"),
@@ -503,10 +511,10 @@ def create_milestone_task(project_code: str, milestone_id: int, task_data: dict,
     db.refresh(task)
     
     return {
-        "id": task.id,
         "title": task.title,
         "description": task.description,
         "task_code": task.task_code,
+        "code": task.task_code,
         "status": task.status.value,
         "priority": task.priority.value,
         "created_at": task.created_at,
@@ -516,15 +524,8 @@ def create_milestone_task(project_code: str, milestone_id: int, task_data: dict,
 # ============ Supports ============
 
 
-def _find_support_by_id_or_code(db: Session, identifier: str) -> Support | None:
-    try:
-        support_id = int(identifier)
-        support = db.query(Support).filter(Support.id == support_id).first()
-        if support:
-            return support
-    except (TypeError, ValueError):
-        pass
-    return db.query(Support).filter(Support.support_code == str(identifier)).first()
+def _find_support_by_code(db: Session, support_code: str) -> Support | None:
+    return db.query(Support).filter(Support.support_code == str(support_code)).first()
 
 
 
@@ -536,16 +537,13 @@ def _serialize_support(db: Session, support: Support) -> dict:
         assignee = db.query(models.User).filter(models.User.id == support.assignee_id).first()
 
     return {
-        "id": support.id,
         "code": support.support_code,
         "support_code": support.support_code,
         "title": support.title,
         "description": support.description,
         "status": support.status.value if hasattr(support.status, "value") else support.status,
         "priority": support.priority.value if hasattr(support.priority, "value") else support.priority,
-        "project_id": support.project_id,
         "project_code": project.project_code if project else None,
-        "milestone_id": support.milestone_id,
         "milestone_code": milestone.milestone_code if milestone else None,
         "reporter_id": support.reporter_id,
         "assignee_id": support.assignee_id,
@@ -585,26 +583,30 @@ def list_all_supports(
 
 
 @router.get("/supports/{project_code}/{milestone_id}", tags=["Supports"])
-def list_supports(project_code: str, milestone_id: int, db: Session = Depends(get_db)):
+def list_supports(project_code: str, milestone_id: str, db: Session = Depends(get_db)):
     project = db.query(models.Project).filter(models.Project.project_code == project_code).first()
     if not project:
         raise HTTPException(status_code=404, detail="Project not found")
 
+    milestone = db.query(MilestoneModel).filter(MilestoneModel.milestone_code == milestone_id, MilestoneModel.project_id == project.id).first()
+    if not milestone:
+        raise HTTPException(status_code=404, detail="Milestone not found")
+
     supports = db.query(Support).filter(
         Support.project_id == project.id,
-        Support.milestone_id == milestone_id
+        Support.milestone_id == milestone.id
     ).all()
 
     return [_serialize_support(db, s) for s in supports]
 
 
 @router.post("/supports/{project_code}/{milestone_id}", status_code=status.HTTP_201_CREATED, tags=["Supports"])
-def create_support(project_code: str, milestone_id: int, support_data: dict, db: Session = Depends(get_db), current_user: models.User = Depends(get_current_user_or_apikey)):
+def create_support(project_code: str, milestone_id: str, support_data: dict, db: Session = Depends(get_db), current_user: models.User = Depends(get_current_user_or_apikey)):
     project = db.query(models.Project).filter(models.Project.project_code == project_code).first()
     if not project:
         raise HTTPException(status_code=404, detail="Project not found")
 
-    ms = db.query(MilestoneModel).filter(MilestoneModel.id == milestone_id).first()
+    ms = db.query(MilestoneModel).filter(MilestoneModel.milestone_code == milestone_id, MilestoneModel.project_id == project.id).first()
     if not ms:
         raise HTTPException(status_code=404, detail="Milestone not found")
 
@@ -612,7 +614,7 @@ def create_support(project_code: str, milestone_id: int, support_data: dict, db:
         raise HTTPException(status_code=400, detail="Cannot add items to a milestone that is undergoing")
 
     milestone_code = ms.milestone_code or f"m{ms.id}"
-    max_support = db.query(Support).filter(Support.milestone_id == milestone_id).order_by(Support.id.desc()).first()
+    max_support = db.query(Support).filter(Support.milestone_id == ms.id).order_by(Support.id.desc()).first()
     next_num = (max_support.id + 1) if max_support else 1
     support_code = f"{milestone_code}:S{next_num:05x}"
 
@@ -622,7 +624,7 @@ def create_support(project_code: str, milestone_id: int, support_data: dict, db:
         status=SupportStatus.OPEN,
         priority=SupportPriority.MEDIUM,
         project_id=project.id,
-        milestone_id=milestone_id,
+        milestone_id=ms.id,
         reporter_id=current_user.id,
         support_code=support_code,
     )
@@ -632,18 +634,18 @@ def create_support(project_code: str, milestone_id: int, support_data: dict, db:
     return _serialize_support(db, support)
 
 
-@router.get("/supports/{support_id}", tags=["Supports"])
-def get_support(support_id: str, db: Session = Depends(get_db), current_user: models.User = Depends(get_current_user_or_apikey)):
-    support = _find_support_by_id_or_code(db, support_id)
+@router.get("/supports/{support_code}", tags=["Supports"])
+def get_support(support_code: str, db: Session = Depends(get_db), current_user: models.User = Depends(get_current_user_or_apikey)):
+    support = _find_support_by_code(db, support_code)
     if not support:
         raise HTTPException(status_code=404, detail="Support not found")
     check_project_role(db, current_user.id, support.project_id, min_role="viewer")
     return _serialize_support(db, support)
 
 
-@router.patch("/supports/{support_id}", tags=["Supports"])
-def update_support(support_id: str, support_data: dict, db: Session = Depends(get_db), current_user: models.User = Depends(get_current_user_or_apikey)):
-    support = _find_support_by_id_or_code(db, support_id)
+@router.patch("/supports/{support_code}", tags=["Supports"])
+def update_support(support_code: str, support_data: dict, db: Session = Depends(get_db), current_user: models.User = Depends(get_current_user_or_apikey)):
+    support = _find_support_by_code(db, support_code)
     if not support:
         raise HTTPException(status_code=404, detail="Support not found")
     check_project_role(db, current_user.id, support.project_id, min_role="dev")
@@ -668,9 +670,9 @@ def update_support(support_id: str, support_data: dict, db: Session = Depends(ge
     return _serialize_support(db, support)
 
 
-@router.delete("/supports/{support_id}", status_code=status.HTTP_204_NO_CONTENT, tags=["Supports"])
-def delete_support(support_id: str, db: Session = Depends(get_db), current_user: models.User = Depends(get_current_user_or_apikey)):
-    support = _find_support_by_id_or_code(db, support_id)
+@router.delete("/supports/{support_code}", status_code=status.HTTP_204_NO_CONTENT, tags=["Supports"])
+def delete_support(support_code: str, db: Session = Depends(get_db), current_user: models.User = Depends(get_current_user_or_apikey)):
+    support = _find_support_by_code(db, support_code)
     if not support:
         raise HTTPException(status_code=404, detail="Support not found")
     check_project_role(db, current_user.id, support.project_id, min_role="dev")
@@ -679,9 +681,9 @@ def delete_support(support_id: str, db: Session = Depends(get_db), current_user:
     return None
 
 
-@router.post("/supports/{support_id}/take", tags=["Supports"])
-def take_support(support_id: str, db: Session = Depends(get_db), current_user: models.User = Depends(get_current_user_or_apikey)):
-    support = _find_support_by_id_or_code(db, support_id)
+@router.post("/supports/{support_code}/take", tags=["Supports"])
+def take_support(support_code: str, db: Session = Depends(get_db), current_user: models.User = Depends(get_current_user_or_apikey)):
+    support = _find_support_by_code(db, support_code)
     if not support:
         raise HTTPException(status_code=404, detail="Support not found")
     check_project_role(db, current_user.id, support.project_id, min_role="dev")
@@ -697,9 +699,9 @@ def take_support(support_id: str, db: Session = Depends(get_db), current_user: m
     return _serialize_support(db, support)
 
 
-@router.post("/supports/{support_id}/transition", tags=["Supports"])
-def transition_support(support_id: str, support_data: dict, db: Session = Depends(get_db), current_user: models.User = Depends(get_current_user_or_apikey)):
-    support = _find_support_by_id_or_code(db, support_id)
+@router.post("/supports/{support_code}/transition", tags=["Supports"])
+def transition_support(support_code: str, support_data: dict, db: Session = Depends(get_db), current_user: models.User = Depends(get_current_user_or_apikey)):
+    support = _find_support_by_code(db, support_code)
     if not support:
         raise HTTPException(status_code=404, detail="Support not found")
     check_project_role(db, current_user.id, support.project_id, min_role="dev")
@@ -717,20 +719,25 @@ def transition_support(support_id: str, support_data: dict, db: Session = Depend
 # ============ Meetings ============
 
 @router.get("/meetings/{project_code}/{milestone_id}", tags=["Meetings"])
-def list_meetings(project_code: str, milestone_id: int, db: Session = Depends(get_db)):
+def list_meetings(project_code: str, milestone_id: str, db: Session = Depends(get_db)):
     project = db.query(models.Project).filter(models.Project.project_code == project_code).first()
     if not project:
         raise HTTPException(status_code=404, detail="Project not found")
     
+    milestone = db.query(MilestoneModel).filter(MilestoneModel.milestone_code == milestone_id, MilestoneModel.project_id == project.id).first()
+    if not milestone:
+        raise HTTPException(status_code=404, detail="Milestone not found")
+
     meetings = db.query(Meeting).filter(
         Meeting.project_id == project.id,
-        Meeting.milestone_id == milestone_id
+        Meeting.milestone_id == milestone.id
     ).all()
     
     return [{
-        "id": m.id,
         "title": m.title,
         "description": m.description,
+        "meeting_code": m.meeting_code,
+        "code": m.meeting_code,
         "status": m.status.value,
         "priority": m.priority.value,
         "scheduled_at": m.scheduled_at,
@@ -740,12 +747,12 @@ def list_meetings(project_code: str, milestone_id: int, db: Session = Depends(ge
 
 
 @router.post("/meetings/{project_code}/{milestone_id}", status_code=status.HTTP_201_CREATED, tags=["Meetings"])
-def create_meeting(project_code: str, milestone_id: int, meeting_data: dict, db: Session = Depends(get_db), current_user: models.User = Depends(get_current_user_or_apikey)):
+def create_meeting(project_code: str, milestone_id: str, meeting_data: dict, db: Session = Depends(get_db), current_user: models.User = Depends(get_current_user_or_apikey)):
     project = db.query(models.Project).filter(models.Project.project_code == project_code).first()
     if not project:
         raise HTTPException(status_code=404, detail="Project not found")
     
-    ms = db.query(MilestoneModel).filter(MilestoneModel.id == milestone_id).first()
+    ms = db.query(MilestoneModel).filter(MilestoneModel.milestone_code == milestone_id, MilestoneModel.project_id == project.id).first()
     if not ms:
         raise HTTPException(status_code=404, detail="Milestone not found")
     
@@ -753,7 +760,7 @@ def create_meeting(project_code: str, milestone_id: int, meeting_data: dict, db:
         raise HTTPException(status_code=400, detail="Cannot add items to a milestone that is undergoing")
     
     milestone_code = ms.milestone_code or f"m{ms.id}"
-    max_meeting = db.query(Meeting).filter(Meeting.milestone_id == milestone_id).order_by(Meeting.id.desc()).first()
+    max_meeting = db.query(Meeting).filter(Meeting.milestone_id == ms.id).order_by(Meeting.id.desc()).first()
     next_num = (max_meeting.id + 1) if max_meeting else 1
     meeting_code = f"{milestone_code}:M{next_num:05x}"
     
@@ -770,7 +777,7 @@ def create_meeting(project_code: str, milestone_id: int, meeting_data: dict, db:
         status=MeetingStatus.SCHEDULED,
         priority=MeetingPriority.MEDIUM,
         project_id=project.id,
-        milestone_id=milestone_id,
+        milestone_id=ms.id,
         reporter_id=current_user.id,
         meeting_code=meeting_code,
         scheduled_at=scheduled_at,
@@ -779,4 +786,14 @@ def create_meeting(project_code: str, milestone_id: int, meeting_data: dict, db:
     db.add(meeting)
     db.commit()
     db.refresh(meeting)
-    return meeting
+    return {
+        "meeting_code": meeting.meeting_code,
+        "code": meeting.meeting_code,
+        "title": meeting.title,
+        "description": meeting.description,
+        "status": meeting.status.value,
+        "priority": meeting.priority.value,
+        "scheduled_at": meeting.scheduled_at,
+        "duration_minutes": meeting.duration_minutes,
+        "created_at": meeting.created_at,
+    }

app/api/routers/monitor.py

@@ -22,6 +22,7 @@ from app.services.monitoring import (
     get_server_states_view,
     test_provider_connection,
 )
+from app.services.discord_wakeup import create_private_wakeup_channel
 router = APIRouter(prefix='/monitor', tags=['Monitor'])
 SUPPORTED_PROVIDERS = {'anthropic', 'openai', 'minimax', 'kimi', 'qwen'}
 
@@ -42,6 +43,12 @@ class MonitoredServerCreate(BaseModel):
     display_name: str | None = None
 
 
+class DiscordWakeupTestRequest(BaseModel):
+    discord_user_id: str
+    title: str = "HarborForge Wakeup"
+    message: str = "A HarborForge slot is ready to start."
+
+
 def require_admin(current_user: models.User = Depends(get_current_user_or_apikey)):
     if not current_user.is_admin:
         raise HTTPException(status_code=403, detail='Admin required')
@@ -175,43 +182,11 @@ def revoke_api_key(server_id: int, db: Session = Depends(get_db), _: models.User
     return None
 
 
-class ServerHeartbeat(BaseModel):
-    identifier: str
-    openclaw_version: str | None = None
-    plugin_version: str | None = None
-    agents: List[dict] = []
-    nginx_installed: bool | None = None
-    nginx_sites: List[str] = []
-    cpu_pct: float | None = None
-    mem_pct: float | None = None
-    disk_pct: float | None = None
-    swap_pct: float | None = None
+@router.post('/admin/discord-wakeup/test')
+def discord_wakeup_test(payload: DiscordWakeupTestRequest, _: models.User = Depends(require_admin)):
+    return create_private_wakeup_channel(payload.discord_user_id, payload.title, payload.message)
 
 
-@router.post('/server/heartbeat')
-def server_heartbeat(payload: ServerHeartbeat, db: Session = Depends(get_db)):
-    server = db.query(MonitoredServer).filter(MonitoredServer.identifier == payload.identifier, MonitoredServer.is_enabled == True).first()
-    if not server:
-        raise HTTPException(status_code=404, detail='unknown server identifier')
-    st = db.query(ServerState).filter(ServerState.server_id == server.id).first()
-    if not st:
-        st = ServerState(server_id=server.id)
-        db.add(st)
-    st.openclaw_version = payload.openclaw_version
-    st.plugin_version = payload.plugin_version
-    st.agents_json = json.dumps(payload.agents, ensure_ascii=False)
-    st.nginx_installed = payload.nginx_installed
-    st.nginx_sites_json = json.dumps(payload.nginx_sites, ensure_ascii=False)
-    st.cpu_pct = payload.cpu_pct
-    st.mem_pct = payload.mem_pct
-    st.disk_pct = payload.disk_pct
-    st.swap_pct = payload.swap_pct
-    st.last_seen_at = datetime.now(timezone.utc)
-    db.commit()
-    return {'ok': True, 'server_id': server.id, 'last_seen_at': st.last_seen_at}
-
-
-# Heartbeat v2 with API Key authentication
 class TelemetryPayload(BaseModel):
     identifier: str
     openclaw_version: str | None = None
@@ -227,13 +202,13 @@ class TelemetryPayload(BaseModel):
     uptime_seconds: int | None = None
 
 
-@router.post('/server/heartbeat-v2')
-def server_heartbeat_v2(
+@router.post('/server/heartbeat')
+def server_heartbeat(
     payload: TelemetryPayload,
     x_api_key: str = Header(..., alias='X-API-Key', description='API Key from /admin/servers/{id}/api-key'),
     db: Session = Depends(get_db)
 ):
-    """Server heartbeat using API Key authentication (no challenge_uuid required)"""
+    """Server heartbeat using API Key authentication."""
     server = db.query(MonitoredServer).filter(
         MonitoredServer.api_key == x_api_key,
         MonitoredServer.is_enabled == True
@@ -256,4 +231,3 @@ def server_heartbeat_v2(
     st.last_seen_at = datetime.now(timezone.utc)
     db.commit()
     return {'ok': True, 'server_id': server.id, 'identifier': server.identifier, 'last_seen_at': st.last_seen_at}
-

app/api/routers/proposals.py

@@ -19,15 +19,14 @@ from app.models.task import Task, TaskStatus, TaskPriority
 from app.schemas import schemas
 from app.services.activity import log_activity
 
-router = APIRouter(prefix="/projects/{project_id}/proposals", tags=["Proposals"])
+router = APIRouter(prefix="/projects/{project_code}/proposals", tags=["Proposals"])
 
 
-def _serialize_essential(e: Essential) -> dict:
+def _serialize_essential(e: Essential, proposal_code: str | None) -> dict:
     """Serialize an Essential for embedding in Proposal detail."""
     return {
-        "id": e.id,
         "essential_code": e.essential_code,
-        "proposal_id": e.proposal_id,
+        "proposal_code": proposal_code,
         "type": e.type.value if hasattr(e.type, "value") else e.type,
         "title": e.title,
         "description": e.description,
@@ -41,14 +40,14 @@ def _serialize_proposal(db: Session, proposal: Proposal, *, include_essentials:
     """Serialize proposal with created_by_username."""
     creator = db.query(models.User).filter(models.User.id == proposal.created_by_id).first() if proposal.created_by_id else None
     code = proposal.propose_code  # DB column; also exposed as proposal_code
+    project = db.query(models.Project).filter(models.Project.id == proposal.project_id).first()
     result = {
-        "id": proposal.id,
         "title": proposal.title,
         "description": proposal.description,
         "proposal_code": code,        # preferred name
         "propose_code": code,         # backward compat
         "status": proposal.status.value if hasattr(proposal.status, "value") else proposal.status,
-        "project_id": proposal.project_id,
+        "project_code": project.project_code if project else None,
         "created_by_id": proposal.created_by_id,
         "created_by_username": creator.username if creator else None,
         "feat_task_id": proposal.feat_task_id,  # DEPRECATED (BE-PR-010): read-only for legacy rows. Clients should use generated_tasks.
@@ -62,7 +61,7 @@ def _serialize_proposal(db: Session, proposal: Proposal, *, include_essentials:
             .order_by(Essential.id.asc())
             .all()
         )
-        result["essentials"] = [_serialize_essential(e) for e in essentials]
+        result["essentials"] = [_serialize_essential(e, code) for e in essentials]
 
         # BE-PR-008: include tasks generated from this Proposal via Accept
         gen_tasks = (
@@ -71,46 +70,34 @@ def _serialize_proposal(db: Session, proposal: Proposal, *, include_essentials:
             .order_by(Task.id.asc())
             .all()
         )
+        def _lookup_essential_code(essential_id: int | None) -> str | None:
+            if not essential_id:
+                return None
+            essential = db.query(Essential).filter(Essential.id == essential_id).first()
+            return essential.essential_code if essential else None
+
         result["generated_tasks"] = [
             {
-                "task_id": t.id,
                 "task_code": t.task_code,
                 "task_type": t.task_type or "story",
                 "task_subtype": t.task_subtype,
                 "title": t.title,
                 "status": t.status.value if hasattr(t.status, "value") else t.status,
-                "source_essential_id": t.source_essential_id,
+                "source_essential_code": _lookup_essential_code(t.source_essential_id),
             }
             for t in gen_tasks
         ]
     return result
 
 
-def _find_project(db, identifier):
-    """Look up project by numeric id or project_code."""
-    try:
-        pid = int(identifier)
-        p = db.query(models.Project).filter(models.Project.id == pid).first()
-        if p:
-            return p
-    except (ValueError, TypeError):
-        pass
-    return db.query(models.Project).filter(models.Project.project_code == str(identifier)).first()
+def _find_project(db, project_code: str):
+    """Look up project by project_code."""
+    return db.query(models.Project).filter(models.Project.project_code == str(project_code)).first()
 
 
-def _find_proposal(db, identifier, project_id: int = None) -> Proposal | None:
-    """Look up proposal by numeric id or propose_code."""
-    try:
-        pid = int(identifier)
-        q = db.query(Proposal).filter(Proposal.id == pid)
-        if project_id:
-            q = q.filter(Proposal.project_id == project_id)
-        p = q.first()
-        if p:
-            return p
-    except (ValueError, TypeError):
-        pass
-    q = db.query(Proposal).filter(Proposal.propose_code == str(identifier))
+def _find_proposal(db, proposal_code: str, project_id: int = None) -> Proposal | None:
+    """Look up proposal by propose_code."""
+    q = db.query(Proposal).filter(Proposal.propose_code == str(proposal_code))
     if project_id:
         q = q.filter(Proposal.project_id == project_id)
     return q.first()
@@ -147,11 +134,11 @@ def _can_edit_proposal(db: Session, user_id: int, proposal: Proposal) -> bool:
 
 @router.get("", response_model=List[schemas.ProposalResponse])
 def list_proposals(
-    project_id: str,
+    project_code: str,
     db: Session = Depends(get_db),
     current_user: models.User = Depends(get_current_user_or_apikey),
 ):
-    project = _find_project(db, project_id)
+    project = _find_project(db, project_code)
     if not project:
         raise HTTPException(status_code=404, detail="Project not found")
     check_project_role(db, current_user.id, project.id, min_role="viewer")
@@ -166,12 +153,12 @@ def list_proposals(
 
 @router.post("", response_model=schemas.ProposalResponse, status_code=status.HTTP_201_CREATED)
 def create_proposal(
-    project_id: str,
+    project_code: str,
     proposal_in: schemas.ProposalCreate,
     db: Session = Depends(get_db),
     current_user: models.User = Depends(get_current_user_or_apikey),
 ):
-    project = _find_project(db, project_id)
+    project = _find_project(db, project_code)
     if not project:
         raise HTTPException(status_code=404, detail="Project not found")
     check_project_role(db, current_user.id, project.id, min_role="dev")
@@ -197,17 +184,17 @@ def create_proposal(
 
 @router.get("/{proposal_id}", response_model=schemas.ProposalDetailResponse)
 def get_proposal(
-    project_id: str,
-    proposal_id: str,
+    project_code: str,
+    proposal_code: str,
     db: Session = Depends(get_db),
     current_user: models.User = Depends(get_current_user_or_apikey),
 ):
     """Get a single Proposal with its Essentials list embedded."""
-    project = _find_project(db, project_id)
+    project = _find_project(db, project_code)
     if not project:
         raise HTTPException(status_code=404, detail="Project not found")
     check_project_role(db, current_user.id, project.id, min_role="viewer")
-    proposal = _find_proposal(db, proposal_id, project.id)
+    proposal = _find_proposal(db, proposal_code, project.id)
     if not proposal:
         raise HTTPException(status_code=404, detail="Proposal not found")
     return _serialize_proposal(db, proposal, include_essentials=True)
@@ -215,16 +202,16 @@ def get_proposal(
 
 @router.patch("/{proposal_id}", response_model=schemas.ProposalResponse)
 def update_proposal(
-    project_id: str,
-    proposal_id: str,
+    project_code: str,
+    proposal_code: str,
     proposal_in: schemas.ProposalUpdate,
     db: Session = Depends(get_db),
     current_user: models.User = Depends(get_current_user_or_apikey),
 ):
-    project = _find_project(db, project_id)
+    project = _find_project(db, project_code)
     if not project:
         raise HTTPException(status_code=404, detail="Project not found")
-    proposal = _find_proposal(db, proposal_id, project.id)
+    proposal = _find_proposal(db, proposal_code, project.id)
     if not proposal:
         raise HTTPException(status_code=404, detail="Proposal not found")
 
@@ -253,13 +240,13 @@ def update_proposal(
 # ---- Actions ----
 
 class AcceptRequest(schemas.BaseModel):
-    milestone_id: int
+    milestone_code: str
 
 
 @router.post("/{proposal_id}/accept", response_model=schemas.ProposalAcceptResponse)
 def accept_proposal(
-    project_id: str,
-    proposal_id: str,
+    project_code: str,
+    proposal_code: str,
     body: AcceptRequest,
     db: Session = Depends(get_db),
     current_user: models.User = Depends(get_current_user_or_apikey),
@@ -274,10 +261,10 @@ def accept_proposal(
     All tasks are created in a single transaction.  The Proposal must have at
     least one Essential to be accepted.
     """
-    project = _find_project(db, project_id)
+    project = _find_project(db, project_code)
     if not project:
         raise HTTPException(status_code=404, detail="Project not found")
-    proposal = _find_proposal(db, proposal_id, project.id)
+    proposal = _find_proposal(db, proposal_code, project.id)
     if not proposal:
         raise HTTPException(status_code=404, detail="Proposal not found")
 
@@ -289,7 +276,7 @@ def accept_proposal(
 
     # Validate milestone
     milestone = db.query(Milestone).filter(
-        Milestone.id == body.milestone_id,
+        Milestone.milestone_code == body.milestone_code,
         Milestone.project_id == project.id,
     ).first()
     if not milestone:
@@ -355,12 +342,10 @@ def accept_proposal(
         db.flush()  # materialise task.id
 
         generated_tasks.append({
-            "task_id": task.id,
             "task_code": task_code,
             "task_type": "story",
             "task_subtype": task_subtype,
             "title": essential.title,
-            "essential_id": essential.id,
             "essential_code": essential.essential_code,
         })
         next_num = task.id + 1  # use real id for next code to stay consistent
@@ -372,9 +357,9 @@ def accept_proposal(
     db.refresh(proposal)
 
     log_activity(db, "accept", "proposal", proposal.id, user_id=current_user.id, details={
-        "milestone_id": milestone.id,
+        "milestone_code": milestone.milestone_code,
         "generated_tasks": [
-            {"task_id": t["task_id"], "task_code": t["task_code"], "essential_id": t["essential_id"]}
+            {"task_code": t["task_code"], "essential_code": t["essential_code"]}
             for t in generated_tasks
         ],
     })
@@ -390,17 +375,17 @@ class RejectRequest(schemas.BaseModel):
 
 @router.post("/{proposal_id}/reject", response_model=schemas.ProposalResponse)
 def reject_proposal(
-    project_id: str,
-    proposal_id: str,
+    project_code: str,
+    proposal_code: str,
     body: RejectRequest | None = None,
     db: Session = Depends(get_db),
     current_user: models.User = Depends(get_current_user_or_apikey),
 ):
     """Reject a proposal."""
-    project = _find_project(db, project_id)
+    project = _find_project(db, project_code)
     if not project:
         raise HTTPException(status_code=404, detail="Project not found")
-    proposal = _find_proposal(db, proposal_id, project.id)
+    proposal = _find_proposal(db, proposal_code, project.id)
     if not proposal:
         raise HTTPException(status_code=404, detail="Proposal not found")
 
@@ -423,16 +408,16 @@ def reject_proposal(
 
 @router.post("/{proposal_id}/reopen", response_model=schemas.ProposalResponse)
 def reopen_proposal(
-    project_id: str,
-    proposal_id: str,
+    project_code: str,
+    proposal_code: str,
     db: Session = Depends(get_db),
     current_user: models.User = Depends(get_current_user_or_apikey),
 ):
     """Reopen a rejected proposal back to open."""
-    project = _find_project(db, project_id)
+    project = _find_project(db, project_code)
     if not project:
         raise HTTPException(status_code=404, detail="Project not found")
-    proposal = _find_proposal(db, proposal_id, project.id)
+    proposal = _find_proposal(db, proposal_code, project.id)
     if not proposal:
         raise HTTPException(status_code=404, detail="Proposal not found")
 

app/api/routers/proposes.py

@@ -28,83 +28,83 @@ from app.api.rbac import check_project_role, check_permission, is_global_admin
 from app.services.activity import log_activity
 
 # Legacy router — same logic, old URL prefix
-router = APIRouter(prefix="/projects/{project_id}/proposes", tags=["Proposes (legacy)"])
+router = APIRouter(prefix="/projects/{project_code}/proposes", tags=["Proposes (legacy)"])
 
 
 @router.get("", response_model=List[schemas.ProposalResponse])
 def list_proposes(
-    project_id: str,
+    project_code: str,
     db: Session = Depends(get_db),
     current_user: models.User = Depends(get_current_user_or_apikey),
 ):
     from app.api.routers.proposals import list_proposals
-    return list_proposals(project_id=project_id, db=db, current_user=current_user)
+    return list_proposals(project_code=project_code, db=db, current_user=current_user)
 
 
 @router.post("", response_model=schemas.ProposalResponse, status_code=status.HTTP_201_CREATED)
 def create_propose(
-    project_id: str,
+    project_code: str,
     proposal_in: schemas.ProposalCreate,
     db: Session = Depends(get_db),
     current_user: models.User = Depends(get_current_user_or_apikey),
 ):
     from app.api.routers.proposals import create_proposal
-    return create_proposal(project_id=project_id, proposal_in=proposal_in, db=db, current_user=current_user)
+    return create_proposal(project_code=project_code, proposal_in=proposal_in, db=db, current_user=current_user)
 
 
 @router.get("/{propose_id}", response_model=schemas.ProposalResponse)
 def get_propose(
-    project_id: str,
+    project_code: str,
     propose_id: str,
     db: Session = Depends(get_db),
     current_user: models.User = Depends(get_current_user_or_apikey),
 ):
     from app.api.routers.proposals import get_proposal
-    return get_proposal(project_id=project_id, proposal_id=propose_id, db=db, current_user=current_user)
+    return get_proposal(project_code=project_code, proposal_code=propose_id, db=db, current_user=current_user)
 
 
 @router.patch("/{propose_id}", response_model=schemas.ProposalResponse)
 def update_propose(
-    project_id: str,
+    project_code: str,
     propose_id: str,
     proposal_in: schemas.ProposalUpdate,
     db: Session = Depends(get_db),
     current_user: models.User = Depends(get_current_user_or_apikey),
 ):
     from app.api.routers.proposals import update_proposal
-    return update_proposal(project_id=project_id, proposal_id=propose_id, proposal_in=proposal_in, db=db, current_user=current_user)
+    return update_proposal(project_code=project_code, proposal_code=propose_id, proposal_in=proposal_in, db=db, current_user=current_user)
 
 
 @router.post("/{propose_id}/accept", response_model=schemas.ProposalResponse)
 def accept_propose(
-    project_id: str,
+    project_code: str,
     propose_id: str,
     body: AcceptRequest,
     db: Session = Depends(get_db),
     current_user: models.User = Depends(get_current_user_or_apikey),
 ):
     from app.api.routers.proposals import accept_proposal
-    return accept_proposal(project_id=project_id, proposal_id=propose_id, body=body, db=db, current_user=current_user)
+    return accept_proposal(project_code=project_code, proposal_code=propose_id, body=body, db=db, current_user=current_user)
 
 
 @router.post("/{propose_id}/reject", response_model=schemas.ProposalResponse)
 def reject_propose(
-    project_id: str,
+    project_code: str,
     propose_id: str,
     body: RejectRequest | None = None,
     db: Session = Depends(get_db),
     current_user: models.User = Depends(get_current_user_or_apikey),
 ):
     from app.api.routers.proposals import reject_proposal
-    return reject_proposal(project_id=project_id, proposal_id=propose_id, body=body, db=db, current_user=current_user)
+    return reject_proposal(project_code=project_code, proposal_code=propose_id, body=body, db=db, current_user=current_user)
 
 
 @router.post("/{propose_id}/reopen", response_model=schemas.ProposalResponse)
 def reopen_propose(
-    project_id: str,
+    project_code: str,
     propose_id: str,
     db: Session = Depends(get_db),
     current_user: models.User = Depends(get_current_user_or_apikey),
 ):
     from app.api.routers.proposals import reopen_proposal
-    return reopen_proposal(project_id=project_id, proposal_id=propose_id, db=db, current_user=current_user)
+    return reopen_proposal(project_code=project_code, proposal_code=propose_id, db=db, current_user=current_user)

app/api/routers/tasks.py

@@ -10,6 +10,8 @@ from app.core.config import get_db
 from app.models import models
 from app.models.task import Task, TaskStatus, TaskPriority
 from app.models.milestone import Milestone
+from app.models.proposal import Proposal
+from app.models.essential import Essential
 from app.schemas import schemas
 from app.services.webhook import fire_webhooks_sync
 from app.models.notification import Notification as NotificationModel
@@ -21,14 +23,9 @@ from app.services.dependency_check import check_task_deps
 router = APIRouter(tags=["Tasks"])
 
 
-def _resolve_task(db: Session, identifier: str) -> Task:
-    """Resolve a task by numeric id or task_code string.
-    Raises 404 if not found."""
-    try:
-        task_id = int(identifier)
-        task = db.query(Task).filter(Task.id == task_id).first()
-    except (ValueError, TypeError):
-        task = db.query(Task).filter(Task.task_code == identifier).first()
+def _resolve_task(db: Session, task_code: str) -> Task:
+    """Resolve a task by task_code string. Raises 404 if not found."""
+    task = db.query(Task).filter(Task.task_code == task_code).first()
     if not task:
         raise HTTPException(status_code=404, detail="Task not found")
     return task
@@ -118,9 +115,7 @@ def _notify_user(db, user_id, ntype, title, message=None, entity_type=None, enti
     return n
 
 
-def _resolve_project_id(db: Session, project_id: int | None, project_code: str | None) -> int | None:
-    if project_id:
-        return project_id
+def _resolve_project_id(db: Session, project_code: str | None) -> int | None:
     if not project_code:
         return None
     project = db.query(models.Project).filter(models.Project.project_code == project_code).first()
@@ -129,40 +124,36 @@ def _resolve_project_id(db: Session, project_id: int | None, project_code: str |
     return project.id
 
 
-def _resolve_milestone(db: Session, milestone_id: int | None, milestone_code: str | None, project_id: int | None) -> Milestone | None:
-    if milestone_id:
-        query = db.query(Milestone).filter(Milestone.id == milestone_id)
-        if project_id:
-            query = query.filter(Milestone.project_id == project_id)
-        milestone = query.first()
-    elif milestone_code:
-        query = db.query(Milestone).filter(Milestone.milestone_code == milestone_code)
-        if project_id:
-            query = query.filter(Milestone.project_id == project_id)
-        milestone = query.first()
-    else:
+def _resolve_milestone(db: Session, milestone_code: str | None, project_id: int | None) -> Milestone | None:
+    if not milestone_code:
         return None
 
+    query = db.query(Milestone).filter(Milestone.milestone_code == milestone_code)
+    if project_id:
+        query = query.filter(Milestone.project_id == project_id)
+    milestone = query.first()
+
     if not milestone:
         raise HTTPException(status_code=404, detail="Milestone not found")
     return milestone
 
 
-def _find_task_by_id_or_code(db: Session, identifier: str) -> Task | None:
-    try:
-        task_id = int(identifier)
-        task = db.query(Task).filter(Task.id == task_id).first()
-        if task:
-            return task
-    except ValueError:
-        pass
-    return db.query(Task).filter(Task.task_code == identifier).first()
+def _find_task_by_code(db: Session, task_code: str) -> Task | None:
+    return db.query(Task).filter(Task.task_code == task_code).first()
 
 
 def _serialize_task(db: Session, task: Task) -> dict:
     payload = schemas.TaskResponse.model_validate(task).model_dump(mode="json")
     project = db.query(models.Project).filter(models.Project.id == task.project_id).first()
     milestone = db.query(Milestone).filter(Milestone.id == task.milestone_id).first()
+    proposal_code = None
+    essential_code = None
+    if task.source_proposal_id:
+        proposal = db.query(Proposal).filter(Proposal.id == task.source_proposal_id).first()
+        proposal_code = proposal.propose_code if proposal else None
+    if task.source_essential_id:
+        essential = db.query(Essential).filter(Essential.id == task.source_essential_id).first()
+        essential_code = essential.essential_code if essential else None
     assignee = None
     if task.assignee_id:
         assignee = db.query(models.User).filter(models.User.id == task.assignee_id).first()
@@ -174,6 +165,8 @@ def _serialize_task(db: Session, task: Task) -> dict:
         "milestone_code": milestone.milestone_code if milestone else None,
         "taken_by": assignee.username if assignee else None,
         "due_date": None,
+        "source_proposal_code": proposal_code,
+        "source_essential_code": essential_code,
     })
     return payload
 
@@ -191,8 +184,8 @@ def create_task(task_in: schemas.TaskCreate, bg: BackgroundTasks, db: Session =
     else:
         data.pop("type", None)
 
-    data["project_id"] = _resolve_project_id(db, data.get("project_id"), data.pop("project_code", None))
-    milestone = _resolve_milestone(db, data.get("milestone_id"), data.pop("milestone_code", None), data.get("project_id"))
+    data["project_id"] = _resolve_project_id(db, data.pop("project_code", None))
+    milestone = _resolve_milestone(db, data.pop("milestone_code", None), data.get("project_id"))
     if milestone:
         data["milestone_id"] = milestone.id
         data["project_id"] = milestone.project_id
@@ -201,17 +194,12 @@ def create_task(task_in: schemas.TaskCreate, bg: BackgroundTasks, db: Session =
     data["created_by_id"] = current_user.id
 
     if not data.get("project_id"):
-        raise HTTPException(status_code=400, detail="project_id or project_code is required")
+        raise HTTPException(status_code=400, detail="project_code is required")
     if not data.get("milestone_id"):
-        raise HTTPException(status_code=400, detail="milestone_id or milestone_code is required")
+        raise HTTPException(status_code=400, detail="milestone_code is required")
 
     check_project_role(db, current_user.id, data["project_id"], min_role="dev")
 
-    if not milestone:
-        milestone = db.query(Milestone).filter(
-            Milestone.id == data["milestone_id"],
-            Milestone.project_id == data["project_id"],
-        ).first()
     if not milestone:
         raise HTTPException(status_code=404, detail="Milestone not found")
 
@@ -237,7 +225,7 @@ def create_task(task_in: schemas.TaskCreate, bg: BackgroundTasks, db: Session =
     bg.add_task(
         fire_webhooks_sync,
         event,
-        {"task_id": db_task.id, "title": db_task.title, "type": db_task.task_type, "status": db_task.status.value},
+        {"task_code": db_task.task_code, "title": db_task.title, "type": db_task.task_type, "status": db_task.status.value},
         db_task.project_id,
         db,
     )
@@ -247,22 +235,22 @@ def create_task(task_in: schemas.TaskCreate, bg: BackgroundTasks, db: Session =
 
 @router.get("/tasks")
 def list_tasks(
-    project_id: int = None, task_status: str = None, task_type: str = None, task_subtype: str = None,
+    task_status: str = None, task_type: str = None, task_subtype: str = None,
     assignee_id: int = None, tag: str = None,
     sort_by: str = "created_at", sort_order: str = "desc",
     page: int = 1, page_size: int = 50,
-    project: str = None, milestone: str = None, status_value: str = Query(None, alias="status"), taken_by: str = None,
+    project_code: str = None, milestone_code: str = None, status_value: str = Query(None, alias="status"), taken_by: str = None,
     order_by: str = None,
     db: Session = Depends(get_db)
 ):
     query = db.query(Task)
 
-    resolved_project_id = _resolve_project_id(db, project_id, project)
+    resolved_project_id = _resolve_project_id(db, project_code)
     if resolved_project_id:
         query = query.filter(Task.project_id == resolved_project_id)
 
-    if milestone:
-        milestone_obj = _resolve_milestone(db, None, milestone, resolved_project_id)
+    if milestone_code:
+        milestone_obj = _resolve_milestone(db, milestone_code, resolved_project_id)
         query = query.filter(Task.milestone_id == milestone_obj.id)
 
     effective_status = status_value or task_status
@@ -316,14 +304,14 @@ def list_tasks(
 @router.get("/tasks/search", response_model=List[schemas.TaskResponse])
 def search_tasks_alias(
     q: str,
-    project: str = None,
+    project_code: str = None,
     status: str = None,
     db: Session = Depends(get_db),
 ):
     query = db.query(Task).filter(
         (Task.title.contains(q)) | (Task.description.contains(q))
     )
-    resolved_project_id = _resolve_project_id(db, None, project)
+    resolved_project_id = _resolve_project_id(db, project_code)
     if resolved_project_id:
         query = query.filter(Task.project_id == resolved_project_id)
     if status:
@@ -332,15 +320,15 @@ def search_tasks_alias(
     return [_serialize_task(db, i) for i in items]
 
 
-@router.get("/tasks/{task_id}", response_model=schemas.TaskResponse)
-def get_task(task_id: str, db: Session = Depends(get_db)):
-    task = _resolve_task(db, task_id)
+@router.get("/tasks/{task_code}", response_model=schemas.TaskResponse)
+def get_task(task_code: str, db: Session = Depends(get_db)):
+    task = _resolve_task(db, task_code)
     return _serialize_task(db, task)
 
 
-@router.patch("/tasks/{task_id}", response_model=schemas.TaskResponse)
-def update_task(task_id: str, task_update: schemas.TaskUpdate, db: Session = Depends(get_db), current_user: models.User = Depends(get_current_user_or_apikey)):
-    task = _resolve_task(db, task_id)
+@router.patch("/tasks/{task_code}", response_model=schemas.TaskResponse)
+def update_task(task_code: str, task_update: schemas.TaskUpdate, db: Session = Depends(get_db), current_user: models.User = Depends(get_current_user_or_apikey)):
+    task = _resolve_task(db, task_code)
 
     # P5.7: status-based edit restrictions
     current_status = task.status.value if hasattr(task.status, 'value') else task.status
@@ -437,9 +425,9 @@ def update_task(task_id: str, task_update: schemas.TaskUpdate, db: Session = Dep
     return _serialize_task(db, task)
 
 
-@router.delete("/tasks/{task_id}", status_code=status.HTTP_204_NO_CONTENT)
-def delete_task(task_id: str, db: Session = Depends(get_db), current_user: models.User = Depends(get_current_user_or_apikey)):
-    task = _resolve_task(db, task_id)
+@router.delete("/tasks/{task_code}", status_code=status.HTTP_204_NO_CONTENT)
+def delete_task(task_code: str, db: Session = Depends(get_db), current_user: models.User = Depends(get_current_user_or_apikey)):
+    task = _resolve_task(db, task_code)
     check_project_role(db, current_user.id, task.project_id, min_role="mgr")
     log_activity(db, "task.deleted", "task", task.id, current_user.id, {"title": task.title})
     db.delete(task)
@@ -454,9 +442,9 @@ class TransitionBody(BaseModel):
     comment: Optional[str] = None
 
 
-@router.post("/tasks/{task_id}/transition", response_model=schemas.TaskResponse)
+@router.post("/tasks/{task_code}/transition", response_model=schemas.TaskResponse)
 def transition_task(
-    task_id: str,
+    task_code: str,
     bg: BackgroundTasks,
     new_status: str | None = None,
     body: TransitionBody = None,
@@ -467,7 +455,7 @@ def transition_task(
     valid_statuses = [s.value for s in TaskStatus]
     if new_status not in valid_statuses:
         raise HTTPException(status_code=400, detail=f"Invalid status. Must be one of: {valid_statuses}")
-    task = _resolve_task(db, task_id)
+    task = _resolve_task(db, task_code)
     old_status = task.status.value if hasattr(task.status, 'value') else task.status
 
     # P5.1: enforce state-machine
@@ -547,18 +535,18 @@ def transition_task(
 
     event = "task.closed" if new_status == "closed" else "task.updated"
     bg.add_task(fire_webhooks_sync, event,
-                {"task_id": task.id, "title": task.title, "old_status": old_status, "new_status": new_status},
+                {"task_code": task.task_code, "title": task.title, "old_status": old_status, "new_status": new_status},
                 task.project_id, db)
     return _serialize_task(db, task)
 
 
-@router.post("/tasks/{task_id}/take", response_model=schemas.TaskResponse)
+@router.post("/tasks/{task_code}/take", response_model=schemas.TaskResponse)
 def take_task(
-    task_id: str,
+    task_code: str,
     db: Session = Depends(get_db),
     current_user: models.User = Depends(get_current_user_or_apikey),
 ):
-    task = _find_task_by_id_or_code(db, task_id)
+    task = _find_task_by_code(db, task_code)
     if not task:
         raise HTTPException(status_code=404, detail="Task not found")
 
@@ -577,7 +565,7 @@ def take_task(
         db,
         current_user.id,
         "task.assigned",
-        f"Task {task.task_code or task.id} assigned to you",
+        f"Task {task.task_code} assigned to you",
         f"'{task.title}' has been assigned to you.",
         "task",
         task.id,
@@ -587,9 +575,9 @@ def take_task(
 
 # ---- Assignment ----
 
-@router.post("/tasks/{task_id}/assign")
-def assign_task(task_id: str, assignee_id: int, db: Session = Depends(get_db)):
-    task = _resolve_task(db, task_id)
+@router.post("/tasks/{task_code}/assign")
+def assign_task(task_code: str, assignee_id: int, db: Session = Depends(get_db)):
+    task = _resolve_task(db, task_code)
     user = db.query(models.User).filter(models.User.id == assignee_id).first()
     if not user:
         raise HTTPException(status_code=404, detail="User not found")
@@ -597,33 +585,33 @@ def assign_task(task_id: str, assignee_id: int, db: Session = Depends(get_db)):
     db.commit()
     db.refresh(task)
     _notify_user(db, assignee_id, "task.assigned",
-                 f"Task #{task.id} assigned to you",
+                 f"Task {task.task_code} assigned to you",
                  f"'{task.title}' has been assigned to you.", "task", task.id)
-    return {"task_id": task.id, "assignee_id": assignee_id, "title": task.title}
+    return {"task_code": task.task_code, "assignee_id": assignee_id, "title": task.title}
 
 
 # ---- Tags ----
 
-@router.post("/tasks/{task_id}/tags")
-def add_tag(task_id: str, tag: str, db: Session = Depends(get_db)):
-    task = _resolve_task(db, task_id)
+@router.post("/tasks/{task_code}/tags")
+def add_tag(task_code: str, tag: str, db: Session = Depends(get_db)):
+    task = _resolve_task(db, task_code)
     current = set(task.tags.split(",")) if task.tags else set()
     current.add(tag.strip())
     current.discard("")
     task.tags = ",".join(sorted(current))
     db.commit()
-    return {"task_id": task_id, "tags": list(current)}
+    return {"task_code": task.task_code, "tags": list(current)}
 
 
-@router.delete("/tasks/{task_id}/tags")
-def remove_tag(task_id: str, tag: str, db: Session = Depends(get_db)):
-    task = _resolve_task(db, task_id)
+@router.delete("/tasks/{task_code}/tags")
+def remove_tag(task_code: str, tag: str, db: Session = Depends(get_db)):
+    task = _resolve_task(db, task_code)
     current = set(task.tags.split(",")) if task.tags else set()
     current.discard(tag.strip())
     current.discard("")
     task.tags = ",".join(sorted(current)) if current else None
     db.commit()
-    return {"task_id": task_id, "tags": list(current)}
+    return {"task_code": task.task_code, "tags": list(current)}
 
 
 @router.get("/tags")
@@ -643,12 +631,12 @@ def list_all_tags(project_id: int = None, db: Session = Depends(get_db)):
 # ---- Batch ----
 
 class BatchAssign(BaseModel):
-    task_ids: List[int]
+    task_codes: List[str]
     assignee_id: int
 
 
 class BatchTransitionBody(BaseModel):
-    task_ids: List[int]
+    task_codes: List[str]
     new_status: str
     comment: Optional[str] = None
 
@@ -665,17 +653,17 @@ def batch_transition(
         raise HTTPException(status_code=400, detail="Invalid status")
     updated = []
     skipped = []
-    for task_id in data.task_ids:
-        task = db.query(Task).filter(Task.id == task_id).first()
+    for task_code in data.task_codes:
+        task = db.query(Task).filter(Task.task_code == task_code).first()
         if not task:
-            skipped.append({"id": task_id, "title": None, "old": None,
+            skipped.append({"task_code": task_code, "title": None, "old": None,
                             "reason": "Task not found"})
             continue
         old_status = task.status.value if hasattr(task.status, 'value') else task.status
         # P5.1: state-machine check
         allowed = VALID_TRANSITIONS.get(old_status, set())
         if data.new_status not in allowed:
-            skipped.append({"id": task.id, "title": task.title, "old": old_status,
+            skipped.append({"task_code": task.task_code, "title": task.title, "old": old_status,
                             "reason": f"Cannot transition from '{old_status}' to '{data.new_status}'"})
             continue
 
@@ -685,23 +673,23 @@ def batch_transition(
             if milestone:
                 ms_status = milestone.status.value if hasattr(milestone.status, 'value') else milestone.status
                 if ms_status != "undergoing":
-                    skipped.append({"id": task.id, "title": task.title, "old": old_status,
+                    skipped.append({"task_code": task.task_code, "title": task.title, "old": old_status,
                                     "reason": f"Milestone is '{ms_status}', must be 'undergoing'"})
                     continue
             dep_result = check_task_deps(db, task.depend_on)
             if not dep_result.ok:
-                skipped.append({"id": task.id, "title": task.title, "old": old_status,
+                skipped.append({"task_code": task.task_code, "title": task.title, "old": old_status,
                                 "reason": dep_result.reason})
                 continue
 
         # P5.3: open → undergoing requires assignee == current_user
         if old_status == "open" and data.new_status == "undergoing":
             if not task.assignee_id:
-                skipped.append({"id": task.id, "title": task.title, "old": old_status,
+                skipped.append({"task_code": task.task_code, "title": task.title, "old": old_status,
                                 "reason": "Assignee must be set before starting"})
                 continue
             if current_user.id != task.assignee_id:
-                skipped.append({"id": task.id, "title": task.title, "old": old_status,
+                skipped.append({"task_code": task.task_code, "title": task.title, "old": old_status,
                                 "reason": "Only the assigned user can start this task"})
                 continue
 
@@ -709,11 +697,11 @@ def batch_transition(
         if old_status == "undergoing" and data.new_status == "completed":
             comment_text = data.comment
             if not comment_text or not comment_text.strip():
-                skipped.append({"id": task.id, "title": task.title, "old": old_status,
+                skipped.append({"task_code": task.task_code, "title": task.title, "old": old_status,
                                 "reason": "A completion comment is required"})
                 continue
             if task.assignee_id and current_user.id != task.assignee_id:
-                skipped.append({"id": task.id, "title": task.title, "old": old_status,
+                skipped.append({"task_code": task.task_code, "title": task.title, "old": old_status,
                                 "reason": "Only the assigned user can complete this task"})
                 continue
 
@@ -722,7 +710,7 @@ def batch_transition(
             try:
                 check_permission(db, current_user.id, task.project_id, "task.close")
             except HTTPException:
-                skipped.append({"id": task.id, "title": task.title, "old": old_status,
+                skipped.append({"task_code": task.task_code, "title": task.title, "old": old_status,
                                 "reason": "Missing 'task.close' permission"})
                 continue
 
@@ -732,7 +720,7 @@ def batch_transition(
             try:
                 check_permission(db, current_user.id, task.project_id, perm)
             except HTTPException:
-                skipped.append({"id": task.id, "title": task.title, "old": old_status,
+                skipped.append({"task_code": task.task_code, "title": task.title, "old": old_status,
                                 "reason": f"Missing '{perm}' permission"})
                 continue
             task.finished_on = None
@@ -742,7 +730,7 @@ def batch_transition(
         if data.new_status in ("closed", "completed") and not task.finished_on:
             task.finished_on = datetime.utcnow()
         task.status = data.new_status
-        updated.append({"id": task.id, "title": task.title, "old": old_status, "new": data.new_status})
+        updated.append({"task_code": task.task_code, "title": task.title, "old": old_status, "new": data.new_status})
 
         # Activity log per task
         log_activity(db, f"task.transition.{data.new_status}", "task", task.id, current_user.id,
@@ -762,7 +750,7 @@ def batch_transition(
     # P3.5: auto-complete milestone for any completed task
     for u in updated:
         if u["new"] == "completed":
-            t = db.query(Task).filter(Task.id == u["id"]).first()
+            t = db.query(Task).filter(Task.task_code == u["task_code"]).first()
             if t:
                 from app.api.routers.milestone_actions import try_auto_complete_milestone
                 try_auto_complete_milestone(db, t, user_id=current_user.id)
@@ -782,25 +770,27 @@ def batch_assign(data: BatchAssign, db: Session = Depends(get_db)):
     if not user:
         raise HTTPException(status_code=404, detail="Assignee not found")
     updated = []
-    for task_id in data.task_ids:
-        task = db.query(Task).filter(Task.id == task_id).first()
+    for task_code in data.task_codes:
+        task = db.query(Task).filter(Task.task_code == task_code).first()
         if task:
             task.assignee_id = data.assignee_id
-            updated.append(task_id)
+            updated.append(task.task_code)
     db.commit()
-    return {"updated": len(updated), "task_ids": updated, "assignee_id": data.assignee_id}
+    return {"updated": len(updated), "task_codes": updated, "assignee_id": data.assignee_id}
 
 
 # ---- Search ----
 
 @router.get("/search/tasks")
-def search_tasks(q: str, project_id: int = None, page: int = 1, page_size: int = 50,
+def search_tasks(q: str, project_code: str = None, page: int = 1, page_size: int = 50,
                  db: Session = Depends(get_db)):
     query = db.query(Task).filter(
         (Task.title.contains(q)) | (Task.description.contains(q))
     )
-    if project_id:
-        query = query.filter(Task.project_id == project_id)
+    if project_code:
+        project_id = _resolve_project_id(db, project_code)
+        if project_id:
+            query = query.filter(Task.project_id == project_id)
     total = query.count()
     page = max(1, page)
     page_size = min(max(1, page_size), 200)

app/api/routers/users.py

@@ -7,7 +7,7 @@ from pydantic import BaseModel
 from sqlalchemy.exc import IntegrityError
 from sqlalchemy.orm import Session
 
-from app.api.deps import get_current_user, get_password_hash
+from app.api.deps import get_current_user, get_current_user_or_apikey, get_password_hash
 from app.core.config import get_db
 from app.models import models
 from app.models.agent import Agent
@@ -30,6 +30,7 @@ def _user_response(user: models.User) -> dict:
         "role_id": user.role_id,
         "role_name": user.role_name,
         "agent_id": user.agent.agent_id if user.agent else None,
+        "discord_user_id": user.discord_user_id,
         "created_at": user.created_at,
     }
     return data
@@ -57,7 +58,7 @@ def _has_global_permission(db: Session, user: models.User, permission_name: str)
 
 def require_account_creator(
     db: Session = Depends(get_db),
-    current_user: models.User = Depends(get_current_user),
+    current_user: models.User = Depends(get_current_user_or_apikey),
 ):
     if current_user.is_admin or _has_global_permission(db, current_user, "account.create"):
         return current_user
@@ -114,6 +115,7 @@ def create_user(
         username=user.username,
         email=user.email,
         full_name=user.full_name,
+        discord_user_id=user.discord_user_id,
         hashed_password=hashed_password,
         is_admin=False,
         is_active=True,
@@ -202,6 +204,9 @@ def update_user(
             raise HTTPException(status_code=400, detail="You cannot deactivate your own account")
         user.is_active = payload.is_active
 
+    if payload.discord_user_id is not None:
+        user.discord_user_id = payload.discord_user_id or None
+
     db.commit()
     db.refresh(user)
     return _user_response(user)

app/init_wizard.py

@@ -132,6 +132,10 @@ DEFAULT_PERMISSIONS = [
     # Monitor
     ("monitor.read", "View monitor", "monitor"),
     ("monitor.manage", "Manage monitor", "monitor"),
+    # Calendar
+    ("calendar.read", "View calendar slots and plans", "calendar"),
+    ("calendar.write", "Create and edit calendar slots and plans", "calendar"),
+    ("calendar.manage", "Manage calendar settings and workload policies", "calendar"),
     # Webhook
     ("webhook.manage", "Manage webhooks", "admin"),
 ]
@@ -168,6 +172,7 @@ _MGR_PERMISSIONS = {
     "task.close", "task.reopen_closed", "task.reopen_completed",
     "propose.accept", "propose.reject", "propose.reopen",
     "monitor.read",
+    "calendar.read", "calendar.write", "calendar.manage",
     "user.reset-self-apikey",
 }
 
@@ -178,6 +183,7 @@ _DEV_PERMISSIONS = {
     "milestone.read",
     "task.close", "task.reopen_closed", "task.reopen_completed",
     "monitor.read",
+    "calendar.read", "calendar.write",
     "user.reset-self-apikey",
 }
 

app/main.py

@@ -42,6 +42,7 @@ def config_status():
         return {
             "initialized": cfg.get("initialized", False),
             "backend_url": cfg.get("backend_url"),
+            "discord": cfg.get("discord") or {},
         }
     except Exception:
         return {"initialized": False}
@@ -96,6 +97,25 @@ def _migrate_schema():
             {"column_name": column_name},
         ).fetchone() is not None
 
+    def _has_index(db, table_name: str, index_name: str) -> bool:
+        return db.execute(
+            text(
+                """
+                SELECT 1
+                FROM information_schema.STATISTICS
+                WHERE TABLE_SCHEMA = DATABASE()
+                  AND TABLE_NAME = :table_name
+                  AND INDEX_NAME = :index_name
+                LIMIT 1
+                """
+            ),
+            {"table_name": table_name, "index_name": index_name},
+        ).fetchone() is not None
+
+    def _ensure_unique_index(db, table_name: str, index_name: str, columns_sql: str):
+        if not _has_index(db, table_name, index_name):
+            db.execute(text(f"CREATE UNIQUE INDEX {index_name} ON {table_name} ({columns_sql})"))
+
     def _drop_fk_constraints(db, table_name: str, referenced_table: str):
         rows = db.execute(text(
             """
@@ -139,7 +159,7 @@ def _migrate_schema():
         result = db.execute(text("SHOW COLUMNS FROM projects LIKE 'project_code'"))
         if not result.fetchone():
             db.execute(text("ALTER TABLE projects ADD COLUMN project_code VARCHAR(16) NULL"))
-            db.execute(text("CREATE UNIQUE INDEX idx_projects_project_code ON projects (project_code)"))
+        _ensure_unique_index(db, "projects", "idx_projects_project_code", "project_code")
 
         # projects.owner_name
         result = db.execute(text("SHOW COLUMNS FROM projects LIKE 'owner_name'"))
@@ -173,6 +193,8 @@ def _migrate_schema():
         if not result.fetchone():
             db.execute(text("ALTER TABLE tasks ADD COLUMN created_by_id INTEGER NULL"))
             _ensure_fk(db, "tasks", "created_by_id", "users", "id", "fk_tasks_created_by_id")
+        if _has_column(db, "tasks", "task_code"):
+            _ensure_unique_index(db, "tasks", "idx_tasks_task_code", "task_code")
 
         # milestones creator field
         result = db.execute(text("SHOW COLUMNS FROM milestones LIKE 'created_by_id'"))
@@ -202,6 +224,8 @@ def _migrate_schema():
 
         # --- Milestone status enum migration (old -> new) ---
         if _has_table(db, "milestones"):
+            if _has_column(db, "milestones", "milestone_code"):
+                _ensure_unique_index(db, "milestones", "idx_milestones_milestone_code", "milestone_code")
             # Alter enum column to accept new values
             db.execute(text(
                 "ALTER TABLE milestones MODIFY COLUMN status "
@@ -248,6 +272,9 @@ def _migrate_schema():
             db.execute(text("ALTER TABLE users ADD COLUMN role_id INTEGER NULL"))
             _ensure_fk(db, "users", "role_id", "roles", "id", "fk_users_role_id")
 
+        if _has_table(db, "users") and not _has_column(db, "users", "discord_user_id"):
+            db.execute(text("ALTER TABLE users ADD COLUMN discord_user_id VARCHAR(32) NULL"))
+
         # --- monitored_servers.api_key for heartbeat v2 ---
         if _has_table(db, "monitored_servers") and not _has_column(db, "monitored_servers", "api_key"):
             db.execute(text("ALTER TABLE monitored_servers ADD COLUMN api_key VARCHAR(64) NULL"))
@@ -257,6 +284,18 @@ def _migrate_schema():
         if _has_table(db, "server_states") and not _has_column(db, "server_states", "plugin_version"):
             db.execute(text("ALTER TABLE server_states ADD COLUMN plugin_version VARCHAR(64) NULL"))
 
+        if _has_table(db, "meetings") and _has_column(db, "meetings", "meeting_code"):
+            _ensure_unique_index(db, "meetings", "idx_meetings_meeting_code", "meeting_code")
+
+        if _has_table(db, "supports") and _has_column(db, "supports", "support_code"):
+            _ensure_unique_index(db, "supports", "idx_supports_support_code", "support_code")
+
+        if _has_table(db, "proposes") and _has_column(db, "proposes", "propose_code"):
+            _ensure_unique_index(db, "proposes", "idx_proposes_propose_code", "propose_code")
+
+        if _has_table(db, "essentials") and _has_column(db, "essentials", "essential_code"):
+            _ensure_unique_index(db, "essentials", "idx_essentials_essential_code", "essential_code")
+
         # --- server_states nginx telemetry for generic monitor client ---
         if _has_table(db, "server_states") and not _has_column(db, "server_states", "nginx_installed"):
             db.execute(text("ALTER TABLE server_states ADD COLUMN nginx_installed BOOLEAN NULL"))
@@ -320,6 +359,10 @@ def _migrate_schema():
                 ) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4
             """))
 
+        # --- time_slots: add wakeup_sent_at for Discord wakeup tracking ---
+        if _has_table(db, "time_slots") and not _has_column(db, "time_slots", "wakeup_sent_at"):
+            db.execute(text("ALTER TABLE time_slots ADD COLUMN wakeup_sent_at DATETIME NULL"))
+
         db.commit()
     except Exception as e:
         db.rollback()

app/models/calendar.py

@@ -165,6 +165,12 @@ class TimeSlot(Base):
         comment="Lifecycle status of this slot",
     )
 
+    wakeup_sent_at = Column(
+        DateTime(timezone=True),
+        nullable=True,
+        comment="When Discord wakeup was sent for this slot",
+    )
+
     plan_id = Column(
         Integer,
         ForeignKey("schedule_plans.id"),

app/models/models.py

@@ -72,6 +72,7 @@ class User(Base):
     email = Column(String(100), unique=True, nullable=False)
     hashed_password = Column(String(255), nullable=True)
     full_name = Column(String(100), nullable=True)
+    discord_user_id = Column(String(32), nullable=True)
     is_active = Column(Boolean, default=True)
     is_admin = Column(Boolean, default=False)
     role_id = Column(Integer, ForeignKey("roles.id"), nullable=True)

app/schemas/calendar.py

@@ -3,14 +3,16 @@
 BE-CAL-004: MinimumWorkload read/write schemas.
 BE-CAL-API-001: TimeSlot create / response schemas.
 BE-CAL-API-002: Calendar day-view query schemas.
+BE-CAL-API-003: TimeSlot edit schemas.
+BE-CAL-API-004: TimeSlot cancel schemas.
 """
 
 from __future__ import annotations
 
-from datetime import date, time, datetime
+from datetime import date as dt_date, time as dt_time, datetime as dt_datetime
 from enum import Enum
 from pydantic import BaseModel, Field, model_validator, field_validator
-from typing import Any, Optional
+from typing import Optional
 
 
 # ---------------------------------------------------------------------------
@@ -100,17 +102,17 @@ class SlotStatusEnum(str, Enum):
 
 class TimeSlotCreate(BaseModel):
     """Request body for creating a single calendar slot."""
-    date: Optional[date] = Field(None, description="Target date (defaults to today)")
+    date: Optional[dt_date] = Field(None, description="Target date (defaults to today)")
     slot_type: SlotTypeEnum = Field(..., description="work | on_call | entertainment | system")
-    scheduled_at: time = Field(..., description="Planned start time HH:MM (00:00-23:00)")
+    scheduled_at: dt_time = Field(..., description="Planned start time HH:MM (00:00-23:00)")
     estimated_duration: int = Field(..., ge=1, le=50, description="Duration in minutes (1-50)")
     event_type: Optional[EventTypeEnum] = Field(None, description="job | entertainment | system_event")
-    event_data: Optional[dict[str, Any]] = Field(None, description="Event details JSON")
+    event_data: Optional[dict] = Field(None, description="Event details JSON")
     priority: int = Field(0, ge=0, le=99, description="Priority 0-99")
 
     @field_validator("scheduled_at")
     @classmethod
-    def _validate_scheduled_at(cls, v: time) -> time:
+    def _validate_scheduled_at(cls, v: dt_time) -> dt_time:
         if v.hour > 23:
             raise ValueError("scheduled_at hour must be between 00 and 23")
         return v
@@ -130,7 +132,7 @@ class TimeSlotResponse(BaseModel):
     """Response for a single TimeSlot."""
     id: int
     user_id: int
-    date: date
+    date: dt_date
     slot_type: str
     estimated_duration: int
     scheduled_at: str  # HH:MM:SS ISO format
@@ -138,12 +140,12 @@ class TimeSlotResponse(BaseModel):
     attended: bool
     actual_duration: Optional[int] = None
     event_type: Optional[str] = None
-    event_data: Optional[dict[str, Any]] = None
+    event_data: Optional[dict] = None
     priority: int
     status: str
     plan_id: Optional[int] = None
-    created_at: Optional[datetime] = None
-    updated_at: Optional[datetime] = None
+    created_at: Optional[dt_datetime] = None
+    updated_at: Optional[dt_datetime] = None
 
     class Config:
         from_attributes = True
@@ -155,6 +157,49 @@ class TimeSlotCreateResponse(BaseModel):
     warnings: list[WorkloadWarningItem] = Field(default_factory=list)
 
 
+# ---------------------------------------------------------------------------
+# TimeSlot edit (BE-CAL-API-003)
+# ---------------------------------------------------------------------------
+
+class TimeSlotEdit(BaseModel):
+    """Request body for editing a calendar slot.
+
+    All fields are optional — only provided fields are updated.
+    The caller must supply either ``slot_id`` (for real slots) or
+    ``virtual_id`` (for plan-generated virtual slots) in the URL path.
+    """
+    slot_type: Optional[SlotTypeEnum] = Field(None, description="New slot type")
+    scheduled_at: Optional[dt_time] = Field(None, description="New start time HH:MM")
+    estimated_duration: Optional[int] = Field(None, ge=1, le=50, description="New duration in minutes (1-50)")
+    event_type: Optional[EventTypeEnum] = Field(None, description="New event type")
+    event_data: Optional[dict] = Field(None, description="New event details JSON")
+    priority: Optional[int] = Field(None, ge=0, le=99, description="New priority 0-99")
+
+    @field_validator("scheduled_at")
+    @classmethod
+    def _validate_scheduled_at(cls, v: Optional[dt_time]) -> Optional[dt_time]:
+        if v is not None and v.hour > 23:
+            raise ValueError("scheduled_at hour must be between 00 and 23")
+        return v
+
+    @model_validator(mode="after")
+    def _at_least_one_field(self) -> "TimeSlotEdit":
+        """Ensure at least one editable field is provided."""
+        if all(
+            getattr(self, f) is None
+            for f in ("slot_type", "scheduled_at", "estimated_duration",
+                      "event_type", "event_data", "priority")
+        ):
+            raise ValueError("At least one field must be provided for edit")
+        return self
+
+
+class TimeSlotEditResponse(BaseModel):
+    """Response after editing a slot — includes the updated slot and any warnings."""
+    slot: TimeSlotResponse
+    warnings: list[WorkloadWarningItem] = Field(default_factory=list)
+
+
 # ---------------------------------------------------------------------------
 # Calendar day-view query (BE-CAL-API-002)
 # ---------------------------------------------------------------------------
@@ -169,7 +214,7 @@ class CalendarSlotItem(BaseModel):
     id: Optional[int] = Field(None, description="Real slot DB id (None for virtual)")
     virtual_id: Optional[str] = Field(None, description="Virtual slot id (None for real)")
     user_id: int
-    date: date
+    date: dt_date
     slot_type: str
     estimated_duration: int
     scheduled_at: str  # HH:MM:SS ISO format
@@ -177,12 +222,12 @@ class CalendarSlotItem(BaseModel):
     attended: bool
     actual_duration: Optional[int] = None
     event_type: Optional[str] = None
-    event_data: Optional[dict[str, Any]] = None
+    event_data: Optional[dict] = None
     priority: int
     status: str
     plan_id: Optional[int] = None
-    created_at: Optional[datetime] = None
-    updated_at: Optional[datetime] = None
+    created_at: Optional[dt_datetime] = None
+    updated_at: Optional[dt_datetime] = None
 
     class Config:
         from_attributes = True
@@ -190,9 +235,202 @@ class CalendarSlotItem(BaseModel):
 
 class CalendarDayResponse(BaseModel):
     """Response for a single-day calendar query."""
-    date: date
+    date: dt_date
     user_id: int
     slots: list[CalendarSlotItem] = Field(
         default_factory=list,
         description="All slots for the day, sorted by scheduled_at ascending",
     )
+
+
+# ---------------------------------------------------------------------------
+# TimeSlot cancel (BE-CAL-API-004)
+# ---------------------------------------------------------------------------
+
+class TimeSlotCancelResponse(BaseModel):
+    """Response after cancelling a slot — includes the cancelled slot."""
+    slot: TimeSlotResponse
+    message: str = Field("Slot cancelled successfully", description="Human-readable result")
+
+
+# ---------------------------------------------------------------------------
+# SchedulePlan enums (mirror DB enums)
+# ---------------------------------------------------------------------------
+
+class DayOfWeekEnum(str, Enum):
+    SUN = "sun"
+    MON = "mon"
+    TUE = "tue"
+    WED = "wed"
+    THU = "thu"
+    FRI = "fri"
+    SAT = "sat"
+
+
+class MonthOfYearEnum(str, Enum):
+    JAN = "jan"
+    FEB = "feb"
+    MAR = "mar"
+    APR = "apr"
+    MAY = "may"
+    JUN = "jun"
+    JUL = "jul"
+    AUG = "aug"
+    SEP = "sep"
+    OCT = "oct"
+    NOV = "nov"
+    DEC = "dec"
+
+
+# ---------------------------------------------------------------------------
+# SchedulePlan create / response (BE-CAL-API-005)
+# ---------------------------------------------------------------------------
+
+class SchedulePlanCreate(BaseModel):
+    """Request body for creating a recurring schedule plan."""
+    slot_type: SlotTypeEnum = Field(..., description="work | on_call | entertainment | system")
+    estimated_duration: int = Field(..., ge=1, le=50, description="Duration in minutes (1-50)")
+    at_time: dt_time = Field(..., description="Daily scheduled time (HH:MM)")
+    on_day: Optional[DayOfWeekEnum] = Field(None, description="Day of week (sun-sat)")
+    on_week: Optional[int] = Field(None, ge=1, le=4, description="Week of month (1-4)")
+    on_month: Optional[MonthOfYearEnum] = Field(None, description="Month (jan-dec)")
+    event_type: Optional[EventTypeEnum] = Field(None, description="job | entertainment | system_event")
+    event_data: Optional[dict] = Field(None, description="Event details JSON")
+
+    @field_validator("at_time")
+    @classmethod
+    def _validate_at_time(cls, v: dt_time) -> dt_time:
+        if v.hour > 23:
+            raise ValueError("at_time hour must be between 00 and 23")
+        return v
+
+    @model_validator(mode="after")
+    def _validate_hierarchy(self) -> "SchedulePlanCreate":
+        """Enforce period-parameter hierarchy: on_month → on_week → on_day."""
+        if self.on_month is not None and self.on_week is None:
+            raise ValueError("on_month requires on_week to be set")
+        if self.on_week is not None and self.on_day is None:
+            raise ValueError("on_week requires on_day to be set")
+        return self
+
+
+class SchedulePlanResponse(BaseModel):
+    """Response for a single SchedulePlan."""
+    id: int
+    user_id: int
+    slot_type: str
+    estimated_duration: int
+    at_time: str  # HH:MM:SS ISO format
+    on_day: Optional[str] = None
+    on_week: Optional[int] = None
+    on_month: Optional[str] = None
+    event_type: Optional[str] = None
+    event_data: Optional[dict] = None
+    is_active: bool
+    created_at: Optional[dt_datetime] = None
+    updated_at: Optional[dt_datetime] = None
+
+    class Config:
+        from_attributes = True
+
+
+class SchedulePlanListResponse(BaseModel):
+    """Response for listing schedule plans."""
+    plans: list[SchedulePlanResponse] = Field(default_factory=list)
+
+
+# ---------------------------------------------------------------------------
+# SchedulePlan edit / cancel (BE-CAL-API-006)
+# ---------------------------------------------------------------------------
+
+class SchedulePlanEdit(BaseModel):
+    """Request body for editing a recurring schedule plan.
+
+    All fields are optional — only provided fields are updated.
+    Period-parameter hierarchy (on_month → on_week → on_day) is
+    validated after merging with existing plan values.
+    """
+    slot_type: Optional[SlotTypeEnum] = Field(None, description="New slot type")
+    estimated_duration: Optional[int] = Field(None, ge=1, le=50, description="New duration in minutes (1-50)")
+    at_time: Optional[dt_time] = Field(None, description="New daily time (HH:MM)")
+    on_day: Optional[DayOfWeekEnum] = Field(None, description="New day of week (sun-sat), use 'clear' param to remove")
+    on_week: Optional[int] = Field(None, ge=1, le=4, description="New week of month (1-4), use 'clear' param to remove")
+    on_month: Optional[MonthOfYearEnum] = Field(None, description="New month (jan-dec), use 'clear' param to remove")
+    event_type: Optional[EventTypeEnum] = Field(None, description="New event type")
+    event_data: Optional[dict] = Field(None, description="New event details JSON")
+    clear_on_day: bool = Field(False, description="Clear on_day (set to NULL)")
+    clear_on_week: bool = Field(False, description="Clear on_week (set to NULL)")
+    clear_on_month: bool = Field(False, description="Clear on_month (set to NULL)")
+
+    @field_validator("at_time")
+    @classmethod
+    def _validate_at_time(cls, v: Optional[dt_time]) -> Optional[dt_time]:
+        if v is not None and v.hour > 23:
+            raise ValueError("at_time hour must be between 00 and 23")
+        return v
+
+    @model_validator(mode="after")
+    def _at_least_one_field(self) -> "SchedulePlanEdit":
+        """Ensure at least one editable field or clear flag is provided."""
+        has_value = any(
+            getattr(self, f) is not None
+            for f in ("slot_type", "estimated_duration", "at_time", "on_day",
+                      "on_week", "on_month", "event_type", "event_data")
+        )
+        has_clear = self.clear_on_day or self.clear_on_week or self.clear_on_month
+        if not has_value and not has_clear:
+            raise ValueError("At least one field must be provided for edit")
+        return self
+
+
+class SchedulePlanCancelResponse(BaseModel):
+    """Response after cancelling a plan."""
+    plan: SchedulePlanResponse
+    message: str = Field("Plan cancelled successfully", description="Human-readable result")
+    preserved_past_slot_ids: list[int] = Field(
+        default_factory=list,
+        description="IDs of past materialized slots that were NOT affected",
+    )
+
+
+# ---------------------------------------------------------------------------
+# Calendar date-list (BE-CAL-API-007)
+# ---------------------------------------------------------------------------
+
+class DateListResponse(BaseModel):
+    """Response for the date-list endpoint.
+
+    Returns only dates that have at least one materialized (real) future
+    slot.  Pure plan-generated (virtual) dates are excluded.
+    """
+    dates: list[dt_date] = Field(
+        default_factory=list,
+        description="Sorted list of future dates with materialized slots",
+    )
+
+
+# ---------------------------------------------------------------------------
+# Agent heartbeat / agent-driven slot updates
+# ---------------------------------------------------------------------------
+
+class AgentHeartbeatResponse(BaseModel):
+    """Slots that are due for a specific agent plus its current runtime status."""
+    slots: list[CalendarSlotItem] = Field(default_factory=list)
+    agent_status: str
+    message: Optional[str] = None
+
+
+class SlotAgentUpdate(BaseModel):
+    """Plugin-driven slot status update payload."""
+    status: SlotStatusEnum
+    started_at: Optional[dt_time] = None
+    actual_duration: Optional[int] = Field(None, ge=0, le=65535)
+
+
+class AgentStatusUpdateRequest(BaseModel):
+    """Plugin-driven agent status report."""
+    agent_id: str
+    claw_identifier: str
+    status: str
+    recovery_at: Optional[dt_datetime] = None
+    exhaust_reason: Optional[str] = None

app/schemas/schemas.py

@@ -43,9 +43,7 @@ class TaskBase(BaseModel):
 
 
 class TaskCreate(TaskBase):
-    project_id: Optional[int] = None
     project_code: Optional[str] = None
-    milestone_id: Optional[int] = None
     milestone_code: Optional[str] = None
     reporter_id: Optional[int] = None
     assignee_id: Optional[int] = None
@@ -75,15 +73,12 @@ class TaskUpdate(BaseModel):
 
 
 class TaskResponse(TaskBase):
-    id: int
     status: TaskStatusEnum
     task_code: Optional[str] = None
     code: Optional[str] = None
     type: Optional[str] = None
     due_date: Optional[datetime] = None
-    project_id: int
     project_code: Optional[str] = None
-    milestone_id: int
     milestone_code: Optional[str] = None
     reporter_id: int
     assignee_id: Optional[int] = None
@@ -94,8 +89,8 @@ class TaskResponse(TaskBase):
     positions: Optional[str] = None
     pending_matters: Optional[str] = None
     # BE-PR-008: Proposal Accept tracking
-    source_proposal_id: Optional[int] = None
-    source_essential_id: Optional[int] = None
+    source_proposal_code: Optional[str] = None
+    source_essential_code: Optional[str] = None
     created_at: datetime
     updated_at: Optional[datetime] = None
     
@@ -176,6 +171,7 @@ class UserBase(BaseModel):
 class UserCreate(UserBase):
     password: Optional[str] = None
     role_id: Optional[int] = None
+    discord_user_id: Optional[str] = None
     # Agent binding (both must be provided or both omitted)
     agent_id: Optional[str] = None
     claw_identifier: Optional[str] = None
@@ -187,6 +183,7 @@ class UserUpdate(BaseModel):
     password: Optional[str] = None
     role_id: Optional[int] = None
     is_active: Optional[bool] = None
+    discord_user_id: Optional[str] = None
 
 
 class UserResponse(UserBase):
@@ -196,6 +193,7 @@ class UserResponse(UserBase):
     role_id: Optional[int] = None
     role_name: Optional[str] = None
     agent_id: Optional[str] = None
+    discord_user_id: Optional[str] = None
     created_at: datetime
     
     class Config:
@@ -259,9 +257,9 @@ class MilestoneUpdate(BaseModel):
 
 
 class MilestoneResponse(MilestoneBase):
-    id: int
     milestone_code: Optional[str] = None
-    project_id: int
+    code: Optional[str] = None
+    project_code: Optional[str] = None
     created_by_id: Optional[int] = None
     started_at: Optional[datetime] = None
     created_at: datetime
@@ -285,7 +283,7 @@ class ProposalBase(BaseModel):
 
 
 class ProposalCreate(ProposalBase):
-    project_id: Optional[int] = None
+    pass
 
 
 class ProposalUpdate(BaseModel):
@@ -294,11 +292,10 @@ class ProposalUpdate(BaseModel):
 
 
 class ProposalResponse(ProposalBase):
-    id: int
     proposal_code: Optional[str] = None  # preferred name
     propose_code: Optional[str] = None   # backward compat alias (same value)
     status: ProposalStatusEnum
-    project_id: int
+    project_code: Optional[str] = None
     created_by_id: Optional[int] = None
     created_by_username: Optional[str] = None
     feat_task_id: Optional[str] = None   # DEPRECATED (BE-PR-010): legacy field, read-only. Use generated_tasks instead.
@@ -340,9 +337,8 @@ class EssentialUpdate(BaseModel):
 
 
 class EssentialResponse(EssentialBase):
-    id: int
     essential_code: str
-    proposal_id: int
+    proposal_code: Optional[str] = None
     created_by_id: Optional[int] = None
     created_at: datetime
     updated_at: Optional[datetime] = None
@@ -353,13 +349,12 @@ class EssentialResponse(EssentialBase):
 
 class GeneratedTaskBrief(BaseModel):
     """Brief info about a story task generated from Proposal Accept."""
-    task_id: int
     task_code: Optional[str] = None
     task_type: str
     task_subtype: Optional[str] = None
     title: str
     status: Optional[str] = None
-    source_essential_id: Optional[int] = None
+    source_essential_code: Optional[str] = None
 
 
 class ProposalDetailResponse(ProposalResponse):
@@ -374,12 +369,10 @@ class ProposalDetailResponse(ProposalResponse):
 
 class GeneratedTaskSummary(BaseModel):
     """Brief summary of a task generated from a Proposal Essential."""
-    task_id: int
     task_code: str
     task_type: str
     task_subtype: str
     title: str
-    essential_id: int
     essential_code: str
 
 

app/services/agent_heartbeat.py

@@ -0,0 +1,121 @@
+"""Agent heartbeat — query pending slots for execution.
+
+BE-AGT-001: Service layer that the plugin heartbeat endpoint calls to
+discover which TimeSlots are ready to be executed by an agent.
+
+Design reference: NEXT_WAVE_DEV_DIRECTION.md §6.1 (Heartbeat flow)
+
+Filtering rules:
+  1. Only slots for **today** are considered.
+  2. Only slots with status ``NotStarted`` or ``Deferred``.
+  3. Only slots whose ``scheduled_at`` time has already passed (i.e. the
+     slot's scheduled start is at or before the current time).
+  4. Results are sorted by **priority descending** (higher = more urgent).
+
+The caller (heartbeat API endpoint) receives a list of actionable slots
+and decides how to dispatch them to the agent based on agent status.
+"""
+
+from __future__ import annotations
+
+from datetime import date, datetime, time, timezone
+from typing import Sequence
+
+from sqlalchemy import and_, case
+from sqlalchemy.orm import Session
+
+from app.models.calendar import SlotStatus, TimeSlot
+from app.services.plan_slot import (
+    get_virtual_slots_for_date,
+    materialize_all_for_date,
+)
+
+
+# Statuses that are eligible for heartbeat pickup
+_ACTIONABLE_STATUSES = {SlotStatus.NOT_STARTED, SlotStatus.DEFERRED}
+
+
+def get_pending_slots_for_agent(
+    db: Session,
+    user_id: int,
+    *,
+    now: datetime | None = None,
+) -> list[TimeSlot]:
+    """Return today's actionable slots that are due for execution.
+
+    Parameters
+    ----------
+    db : Session
+        SQLAlchemy database session.
+    user_id : int
+        The HarborForge user id linked to the agent.
+    now : datetime, optional
+        Override "current time" for testing.  Defaults to ``datetime.now(timezone.utc)``.
+
+    Returns
+    -------
+    list[TimeSlot]
+        Materialized TimeSlot rows sorted by priority descending (highest first).
+        Only includes slots where ``scheduled_at <= current_time`` and status
+        is ``NotStarted`` or ``Deferred``.
+    """
+    if now is None:
+        now = datetime.now(timezone.utc)
+
+    today = now.date() if isinstance(now, datetime) else now
+    current_time: time = now.time() if isinstance(now, datetime) else now
+
+    # --- Step 1: Ensure today's plan-based slots are materialized ----------
+    # The heartbeat is often the first touch of the day, so we materialize
+    # all plan-generated virtual slots for today before querying.  This is
+    # idempotent — already-materialized plans are skipped.
+    materialize_all_for_date(db, user_id, today)
+    db.flush()
+
+    # --- Step 2: Query real (materialized) slots ---------------------------
+    actionable_status_values = [s.value for s in _ACTIONABLE_STATUSES]
+
+    slots: list[TimeSlot] = (
+        db.query(TimeSlot)
+        .filter(
+            TimeSlot.user_id == user_id,
+            TimeSlot.date == today,
+            TimeSlot.status.in_(actionable_status_values),
+            TimeSlot.scheduled_at <= current_time,
+        )
+        .order_by(TimeSlot.priority.desc())
+        .all()
+    )
+
+    return slots
+
+
+def get_pending_slot_count(
+    db: Session,
+    user_id: int,
+    *,
+    now: datetime | None = None,
+) -> int:
+    """Return the count of today's actionable slots that are due.
+
+    Lighter alternative to :func:`get_pending_slots_for_agent` when only
+    the count is needed (e.g. quick heartbeat status check).
+    """
+    if now is None:
+        now = datetime.now(timezone.utc)
+
+    today = now.date() if isinstance(now, datetime) else now
+    current_time: time = now.time() if isinstance(now, datetime) else now
+
+    actionable_status_values = [s.value for s in _ACTIONABLE_STATUSES]
+
+    return (
+        db.query(TimeSlot.id)
+        .filter(
+            TimeSlot.user_id == user_id,
+            TimeSlot.date == today,
+            TimeSlot.status.in_(actionable_status_values),
+            TimeSlot.scheduled_at <= current_time,
+        )
+        .count()
+    )

app/services/agent_status.py

@@ -0,0 +1,364 @@
+"""Agent status transitions — BE-AGT-002.
+
+Implements the state machine for Agent runtime status:
+
+    Idle  ──→  Busy       (woken by a Work slot)
+    Idle  ──→  OnCall     (woken by an OnCall slot)
+    Busy  ──→  Idle       (task finished / no more pending slots)
+    OnCall──→  Idle       (task finished / no more pending slots)
+    *     ──→  Offline    (heartbeat timeout — no heartbeat for > 2 min)
+    *     ──→  Exhausted  (API quota / rate-limit error)
+    Exhausted → Idle      (recovery_at reached)
+
+Design reference: NEXT_WAVE_DEV_DIRECTION.md §6.4 (Status transitions)
+"""
+
+from __future__ import annotations
+
+from datetime import datetime, timedelta, timezone
+from email.utils import parsedate_to_datetime
+import re
+from typing import Mapping, Optional
+
+from sqlalchemy.orm import Session
+
+from app.models.agent import Agent, AgentStatus, ExhaustReason
+from app.models.calendar import SlotType
+
+# Heartbeat timeout threshold in seconds (2 minutes per spec §6.4)
+HEARTBEAT_TIMEOUT_SECONDS = 120
+
+# Default recovery duration when we can't parse a retry-after header
+DEFAULT_RECOVERY_HOURS = 5
+
+# Fallback wording patterns commonly emitted by model providers / gateways.
+_RESET_IN_PATTERN = re.compile(
+    r"(?:reset(?:s)?|retry)(?:\s+again)?\s+(?:in|after)\s+(?P<value>\d+)\s*(?P<unit>seconds?|secs?|s|minutes?|mins?|m|hours?|hrs?|h)",
+    re.IGNORECASE,
+)
+_RESET_AT_ISO_PATTERN = re.compile(
+    r"resets?\s+at\s+(?P<ts>\d{4}-\d{2}-\d{2}[tT ][^\s,;]+(?:Z|[+-]\d{2}:?\d{2})?)",
+    re.IGNORECASE,
+)
+_RESET_AT_GENERIC_PATTERN = re.compile(
+    r"resets?\s+at\s+(?P<ts>[^\n]+?)(?:[.,;]|$)",
+    re.IGNORECASE,
+)
+
+
+# ---------------------------------------------------------------------------
+# Transition helpers
+# ---------------------------------------------------------------------------
+
+class AgentStatusError(Exception):
+    """Raised when a requested status transition is invalid."""
+
+
+def _assert_current(agent: Agent, *expected: AgentStatus) -> None:
+    """Raise if the agent is not in one of the expected statuses."""
+    if agent.status not in expected:
+        allowed = ", ".join(s.value for s in expected)
+        raise AgentStatusError(
+            f"Agent '{agent.agent_id}' is {agent.status.value}; "
+            f"expected one of [{allowed}]"
+        )
+
+
+def _to_utc(dt: datetime) -> datetime:
+    """Normalize aware / naive datetimes to UTC-aware timestamps."""
+    if dt.tzinfo is None:
+        return dt.replace(tzinfo=timezone.utc)
+    return dt.astimezone(timezone.utc)
+
+
+def _duration_from_match(value: str, unit: str) -> timedelta:
+    """Convert a parsed numeric duration to ``timedelta``."""
+    amount = int(value)
+    unit_normalized = unit.lower()
+
+    if unit_normalized.startswith(("second", "sec")) or unit_normalized == "s":
+        return timedelta(seconds=amount)
+    if unit_normalized.startswith(("minute", "min")) or unit_normalized == "m":
+        return timedelta(minutes=amount)
+    if unit_normalized.startswith(("hour", "hr")) or unit_normalized == "h":
+        return timedelta(hours=amount)
+
+    raise ValueError(f"Unsupported duration unit: {unit}")
+
+
+def parse_exhausted_recovery_at(
+    *,
+    now: datetime | None = None,
+    headers: Mapping[str, str] | None = None,
+    message: str | None = None,
+) -> datetime:
+    """Infer the next recovery time for an exhausted agent.
+
+    Parsing order follows the design intent in NEXT_WAVE_DEV_DIRECTION.md §6.5:
+
+    1. ``Retry-After`` response header
+       - integer seconds
+       - HTTP-date
+    2. Error text like ``reset in 12 mins`` / ``retry after 30 seconds``
+    3. Error text like ``resets at 2026-04-01T10:00:00Z``
+    4. Fallback to ``now + DEFAULT_RECOVERY_HOURS``
+    """
+    if now is None:
+        now = datetime.now(timezone.utc)
+    now = _to_utc(now)
+
+    normalized_headers = {k.lower(): v for k, v in (headers or {}).items()}
+    retry_after = normalized_headers.get("retry-after")
+    if retry_after:
+        retry_after = retry_after.strip()
+        if retry_after.isdigit():
+            return now + timedelta(seconds=int(retry_after))
+        try:
+            return _to_utc(parsedate_to_datetime(retry_after))
+        except (TypeError, ValueError, IndexError, OverflowError):
+            pass
+
+    if message:
+        duration_match = _RESET_IN_PATTERN.search(message)
+        if duration_match:
+            return now + _duration_from_match(
+                duration_match.group("value"),
+                duration_match.group("unit"),
+            )
+
+        iso_match = _RESET_AT_ISO_PATTERN.search(message)
+        if iso_match:
+            ts = iso_match.group("ts")
+            normalized_ts = ts.replace(" ", "T")
+            if normalized_ts.endswith("Z"):
+                normalized_ts = normalized_ts[:-1] + "+00:00"
+            try:
+                return _to_utc(datetime.fromisoformat(normalized_ts))
+            except ValueError:
+                pass
+
+        generic_match = _RESET_AT_GENERIC_PATTERN.search(message)
+        if generic_match:
+            ts = generic_match.group("ts").strip()
+            try:
+                return _to_utc(parsedate_to_datetime(ts))
+            except (TypeError, ValueError, IndexError, OverflowError):
+                pass
+
+    return now + timedelta(hours=DEFAULT_RECOVERY_HOURS)
+
+
+# ---------------------------------------------------------------------------
+# Public API
+# ---------------------------------------------------------------------------
+
+def transition_to_busy(
+    db: Session,
+    agent: Agent,
+    *,
+    slot_type: SlotType,
+    now: datetime | None = None,
+) -> Agent:
+    """Idle → Busy or OnCall depending on *slot_type*.
+
+    Parameters
+    ----------
+    slot_type : SlotType
+        The type of the slot that triggered the wakeup.
+        ``SlotType.ON_CALL`` → ``AgentStatus.ON_CALL``, everything else
+        → ``AgentStatus.BUSY``.
+    """
+    _assert_current(agent, AgentStatus.IDLE)
+
+    if slot_type == SlotType.ON_CALL:
+        agent.status = AgentStatus.ON_CALL
+    else:
+        agent.status = AgentStatus.BUSY
+
+    if now is None:
+        now = datetime.now(timezone.utc)
+    agent.last_heartbeat = now
+
+    db.flush()
+    return agent
+
+
+def transition_to_idle(
+    db: Session,
+    agent: Agent,
+    *,
+    now: datetime | None = None,
+) -> Agent:
+    """Busy / OnCall / Exhausted (recovered) → Idle.
+
+    For Exhausted agents this should only be called when ``recovery_at``
+    has been reached; the caller is responsible for checking that.
+    """
+    _assert_current(
+        agent,
+        AgentStatus.BUSY,
+        AgentStatus.ON_CALL,
+        AgentStatus.EXHAUSTED,
+        AgentStatus.OFFLINE,
+    )
+
+    agent.status = AgentStatus.IDLE
+
+    # Clear exhausted metadata if transitioning out of Exhausted
+    agent.exhausted_at = None
+    agent.recovery_at = None
+    agent.exhaust_reason = None
+
+    if now is None:
+        now = datetime.now(timezone.utc)
+    agent.last_heartbeat = now
+
+    db.flush()
+    return agent
+
+
+def transition_to_offline(
+    db: Session,
+    agent: Agent,
+) -> Agent:
+    """Any status → Offline (heartbeat timeout).
+
+    Typically called by a background check that detects
+    ``last_heartbeat`` is older than ``HEARTBEAT_TIMEOUT_SECONDS``.
+    """
+    # Already offline — no-op
+    if agent.status == AgentStatus.OFFLINE:
+        return agent
+
+    agent.status = AgentStatus.OFFLINE
+    db.flush()
+    return agent
+
+
+def transition_to_exhausted(
+    db: Session,
+    agent: Agent,
+    *,
+    reason: ExhaustReason,
+    recovery_at: datetime | None = None,
+    headers: Mapping[str, str] | None = None,
+    message: str | None = None,
+    now: datetime | None = None,
+) -> Agent:
+    """Any active status → Exhausted (API quota error).
+
+    Parameters
+    ----------
+    reason : ExhaustReason
+        ``RATE_LIMIT`` or ``BILLING``.
+    recovery_at : datetime, optional
+        Explicit recovery timestamp. If omitted, attempts to parse from
+        ``headers`` / ``message``; falls back to ``now + DEFAULT_RECOVERY_HOURS``.
+    headers : Mapping[str, str], optional
+        Response headers that may contain ``Retry-After``.
+    message : str, optional
+        Error text that may contain ``reset in`` / ``retry after`` /
+        ``resets at`` hints.
+    """
+    if now is None:
+        now = datetime.now(timezone.utc)
+    now = _to_utc(now)
+
+    agent.status = AgentStatus.EXHAUSTED
+    agent.exhausted_at = now
+    agent.exhaust_reason = reason
+
+    if recovery_at is not None:
+        agent.recovery_at = _to_utc(recovery_at)
+    else:
+        agent.recovery_at = parse_exhausted_recovery_at(
+            now=now,
+            headers=headers,
+            message=message,
+        )
+
+    db.flush()
+    return agent
+
+
+# ---------------------------------------------------------------------------
+# Heartbeat-driven checks
+# ---------------------------------------------------------------------------
+
+def check_heartbeat_timeout(
+    db: Session,
+    agent: Agent,
+    *,
+    now: datetime | None = None,
+) -> bool:
+    """Mark agent Offline if heartbeat has timed out.
+
+    Returns ``True`` if the agent was transitioned to Offline.
+    """
+    if agent.status == AgentStatus.OFFLINE:
+        return False
+
+    if now is None:
+        now = datetime.now(timezone.utc)
+
+    if agent.last_heartbeat is None:
+        # Never sent a heartbeat — treat as offline
+        transition_to_offline(db, agent)
+        return True
+
+    elapsed = (now - agent.last_heartbeat).total_seconds()
+    if elapsed > HEARTBEAT_TIMEOUT_SECONDS:
+        transition_to_offline(db, agent)
+        return True
+
+    return False
+
+
+def check_exhausted_recovery(
+    db: Session,
+    agent: Agent,
+    *,
+    now: datetime | None = None,
+) -> bool:
+    """Recover an Exhausted agent if ``recovery_at`` has been reached.
+
+    Returns ``True`` if the agent was transitioned back to Idle.
+    """
+    if agent.status != AgentStatus.EXHAUSTED:
+        return False
+
+    if now is None:
+        now = datetime.now(timezone.utc)
+
+    if agent.recovery_at is not None and now >= agent.recovery_at:
+        transition_to_idle(db, agent, now=now)
+        return True
+
+    return False
+
+
+def record_heartbeat(
+    db: Session,
+    agent: Agent,
+    *,
+    now: datetime | None = None,
+) -> Agent:
+    """Update ``last_heartbeat`` timestamp.
+
+    If the agent was Offline and a heartbeat arrives, transition back to
+    Idle (the agent has come back online).
+    """
+    if now is None:
+        now = datetime.now(timezone.utc)
+
+    agent.last_heartbeat = now
+
+    if agent.status == AgentStatus.OFFLINE:
+        agent.status = AgentStatus.IDLE
+        # Clear any stale exhausted metadata
+        agent.exhausted_at = None
+        agent.recovery_at = None
+        agent.exhaust_reason = None
+
+    db.flush()
+    return agent

app/services/discord_wakeup.py

@@ -0,0 +1,72 @@
+from __future__ import annotations
+
+from datetime import datetime, timezone
+from typing import Any
+
+import requests
+from fastapi import HTTPException
+
+from app.services.harborforge_config import get_discord_wakeup_config
+
+DISCORD_API_BASE = "https://discord.com/api/v10"
+WAKEUP_CATEGORY_NAME = "HarborForge Wakeup"
+
+
+def _headers(bot_token: str) -> dict[str, str]:
+    return {
+        "Authorization": f"Bot {bot_token}",
+        "Content-Type": "application/json",
+    }
+
+
+def _ensure_category(guild_id: str, bot_token: str) -> str | None:
+    resp = requests.get(f"{DISCORD_API_BASE}/guilds/{guild_id}/channels", headers=_headers(bot_token), timeout=15)
+    if not resp.ok:
+        raise HTTPException(status_code=502, detail=f"Discord list channels failed: {resp.text}")
+    for ch in resp.json():
+        if ch.get("type") == 4 and ch.get("name") == WAKEUP_CATEGORY_NAME:
+            return ch.get("id")
+    payload = {"name": WAKEUP_CATEGORY_NAME, "type": 4}
+    created = requests.post(f"{DISCORD_API_BASE}/guilds/{guild_id}/channels", headers=_headers(bot_token), json=payload, timeout=15)
+    if not created.ok:
+        raise HTTPException(status_code=502, detail=f"Discord create category failed: {created.text}")
+    return created.json().get("id")
+
+
+def create_private_wakeup_channel(discord_user_id: str, title: str, message: str) -> dict[str, Any]:
+    cfg = get_discord_wakeup_config()
+    guild_id = cfg.get("guild_id")
+    bot_token = cfg.get("bot_token")
+    if not guild_id or not bot_token:
+        raise HTTPException(status_code=400, detail="Discord wakeup config is incomplete")
+
+    category_id = _ensure_category(guild_id, bot_token)
+    channel_name = f"wake-{discord_user_id[-6:]}-{int(datetime.now(timezone.utc).timestamp())}"
+    payload = {
+        "name": channel_name,
+        "type": 0,
+        "parent_id": category_id,
+        "permission_overwrites": [
+            {"id": guild_id, "type": 0, "deny": "1024"},
+            {"id": discord_user_id, "type": 1, "allow": "1024"},
+        ],
+        "topic": title,
+    }
+    created = requests.post(f"{DISCORD_API_BASE}/guilds/{guild_id}/channels", headers=_headers(bot_token), json=payload, timeout=15)
+    if not created.ok:
+        raise HTTPException(status_code=502, detail=f"Discord create channel failed: {created.text}")
+    channel = created.json()
+    sent = requests.post(
+        f"{DISCORD_API_BASE}/channels/{channel['id']}/messages",
+        headers=_headers(bot_token),
+        json={"content": message},
+        timeout=15,
+    )
+    if not sent.ok:
+        raise HTTPException(status_code=502, detail=f"Discord send message failed: {sent.text}")
+    return {
+        "guild_id": guild_id,
+        "channel_id": channel.get("id"),
+        "channel_name": channel.get("name"),
+        "message_id": sent.json().get("id"),
+    }

app/services/harborforge_config.py

@@ -0,0 +1,26 @@
+import json
+import os
+from typing import Any
+
+CONFIG_DIR = os.getenv("CONFIG_DIR", "/config")
+CONFIG_FILE = os.getenv("CONFIG_FILE", "harborforge.json")
+
+
+def load_runtime_config() -> dict[str, Any]:
+    config_path = os.path.join(CONFIG_DIR, CONFIG_FILE)
+    if not os.path.exists(config_path):
+        return {}
+    try:
+        with open(config_path, "r") as f:
+            return json.load(f)
+    except Exception:
+        return {}
+
+
+def get_discord_wakeup_config() -> dict[str, str | None]:
+    cfg = load_runtime_config()
+    discord_cfg = cfg.get("discord") or {}
+    return {
+        "guild_id": discord_cfg.get("guild_id"),
+        "bot_token": discord_cfg.get("bot_token"),
+    }

app/services/slot_competition.py

@@ -0,0 +1,125 @@
+"""Multi-slot competition handling — BE-AGT-003.
+
+When multiple slots are pending for an agent at heartbeat time, this
+module resolves the competition:
+
+1. Select the **highest priority** slot for execution.
+2. Mark all other pending slots as ``Deferred``.
+3. Bump ``priority += 1`` on each deferred slot (so deferred slots
+   gradually gain priority and eventually get executed).
+
+Design reference: NEXT_WAVE_DEV_DIRECTION.md §6.3 (Multi-slot competition)
+"""
+
+from __future__ import annotations
+
+from dataclasses import dataclass
+from typing import Optional
+
+from sqlalchemy.orm import Session
+
+from app.models.calendar import SlotStatus, TimeSlot
+
+
+# Maximum priority cap to prevent unbounded growth
+MAX_PRIORITY = 99
+
+
+@dataclass
+class CompetitionResult:
+    """Outcome of resolving a multi-slot competition.
+
+    Attributes
+    ----------
+    winner : TimeSlot | None
+        The slot selected for execution (highest priority).
+        ``None`` if the input list was empty.
+    deferred : list[TimeSlot]
+        Slots that were marked as ``Deferred`` and had their priority bumped.
+    """
+    winner: Optional[TimeSlot]
+    deferred: list[TimeSlot]
+
+
+def resolve_slot_competition(
+    db: Session,
+    pending_slots: list[TimeSlot],
+) -> CompetitionResult:
+    """Resolve competition among multiple pending slots.
+
+    Parameters
+    ----------
+    db : Session
+        SQLAlchemy database session.  Changes are flushed but not committed
+        — the caller controls the transaction boundary.
+    pending_slots : list[TimeSlot]
+        Actionable slots already filtered and sorted by priority descending
+        (as returned by :func:`agent_heartbeat.get_pending_slots_for_agent`).
+
+    Returns
+    -------
+    CompetitionResult
+        Contains the winning slot (or ``None`` if empty) and the list of
+        deferred slots.
+
+    Notes
+    -----
+    - The input list is assumed to be sorted by priority descending.
+      If two slots share the same priority, the first one in the list wins
+      (stable selection — earlier ``scheduled_at`` or lower id if the
+      heartbeat query doesn't sub-sort, but the caller controls ordering).
+    - Deferred slots have ``priority = min(priority + 1, MAX_PRIORITY)``
+      so they gain urgency over time without exceeding the 0-99 range.
+    - The winner slot is **not** modified by this function — the caller
+      is responsible for setting ``attended``, ``started_at``, ``status``,
+      and transitioning the agent status via ``agent_status.transition_to_busy``.
+    """
+    if not pending_slots:
+        return CompetitionResult(winner=None, deferred=[])
+
+    # The first slot is the winner (highest priority, already sorted)
+    winner = pending_slots[0]
+    deferred: list[TimeSlot] = []
+
+    for slot in pending_slots[1:]:
+        slot.status = SlotStatus.DEFERRED
+        slot.priority = min(slot.priority + 1, MAX_PRIORITY)
+        deferred.append(slot)
+
+    if deferred:
+        db.flush()
+
+    return CompetitionResult(winner=winner, deferred=deferred)
+
+
+def defer_all_slots(
+    db: Session,
+    pending_slots: list[TimeSlot],
+) -> list[TimeSlot]:
+    """Mark ALL pending slots as Deferred (agent is not Idle).
+
+    Used when the agent is busy, exhausted, or otherwise unavailable.
+    Each slot gets ``priority += 1`` (capped at ``MAX_PRIORITY``).
+
+    Parameters
+    ----------
+    db : Session
+        SQLAlchemy database session.
+    pending_slots : list[TimeSlot]
+        Slots to defer.
+
+    Returns
+    -------
+    list[TimeSlot]
+        The deferred slots (same objects, mutated in place).
+    """
+    if not pending_slots:
+        return []
+
+    for slot in pending_slots:
+        if slot.status != SlotStatus.DEFERRED:
+            slot.status = SlotStatus.DEFERRED
+        slot.priority = min(slot.priority + 1, MAX_PRIORITY)
+
+    db.flush()
+    return pending_slots

tests/test_agent_status.py

@@ -0,0 +1,373 @@
+"""Tests for Agent status transition service — BE-AGT-002.
+
+Covers:
+  - Idle → Busy / OnCall
+  - Busy / OnCall → Idle
+  - Heartbeat timeout → Offline
+  - API quota error → Exhausted
+  - Exhausted recovery → Idle
+  - Invalid transition errors
+"""
+
+import pytest
+from datetime import datetime, timedelta, timezone
+
+from app.models.agent import Agent, AgentStatus, ExhaustReason
+from app.models.calendar import SlotType
+from app.services.agent_status import (
+    AgentStatusError,
+    HEARTBEAT_TIMEOUT_SECONDS,
+    DEFAULT_RECOVERY_HOURS,
+    parse_exhausted_recovery_at,
+    transition_to_busy,
+    transition_to_idle,
+    transition_to_offline,
+    transition_to_exhausted,
+    check_heartbeat_timeout,
+    check_exhausted_recovery,
+    record_heartbeat,
+)
+
+
+# ---------------------------------------------------------------------------
+# Helpers
+# ---------------------------------------------------------------------------
+
+NOW = datetime(2026, 4, 1, 12, 0, 0, tzinfo=timezone.utc)
+
+
+def _make_agent(db, *, status=AgentStatus.IDLE, last_hb=None, **kwargs):
+    """Insert and return an Agent row with a linked user."""
+    from app.models import models
+    from app.api.deps import get_password_hash
+
+    # Ensure we have a user
+    user = db.query(models.User).filter_by(id=99).first()
+    if user is None:
+        # Need a role first
+        from app.models.role_permission import Role
+        role = db.query(Role).filter_by(id=99).first()
+        if role is None:
+            role = Role(id=99, name="agent_test_role", is_global=False)
+            db.add(role)
+            db.flush()
+        user = models.User(
+            id=99, username="agent_user", email="agent@test.com",
+            hashed_password=get_password_hash("test123"),
+            is_admin=False, role_id=role.id,
+        )
+        db.add(user)
+        db.flush()
+
+    agent = Agent(
+        user_id=user.id,
+        agent_id=kwargs.get("agent_id", "test-agent-001"),
+        claw_identifier="test-claw",
+        status=status,
+        last_heartbeat=last_hb,
+        **{k: v for k, v in kwargs.items() if k not in ("agent_id",)},
+    )
+    db.add(agent)
+    db.flush()
+    return agent
+
+
+# ---------------------------------------------------------------------------
+# Idle → Busy / OnCall
+# ---------------------------------------------------------------------------
+
+class TestTransitionToBusy:
+    def test_idle_to_busy_for_work_slot(self, db):
+        agent = _make_agent(db, status=AgentStatus.IDLE)
+        result = transition_to_busy(db, agent, slot_type=SlotType.WORK, now=NOW)
+        assert result.status == AgentStatus.BUSY
+        assert result.last_heartbeat == NOW
+
+    def test_idle_to_on_call_for_on_call_slot(self, db):
+        agent = _make_agent(db, status=AgentStatus.IDLE)
+        result = transition_to_busy(db, agent, slot_type=SlotType.ON_CALL, now=NOW)
+        assert result.status == AgentStatus.ON_CALL
+
+    def test_idle_to_busy_for_system_slot(self, db):
+        agent = _make_agent(db, status=AgentStatus.IDLE)
+        result = transition_to_busy(db, agent, slot_type=SlotType.SYSTEM, now=NOW)
+        assert result.status == AgentStatus.BUSY
+
+    def test_idle_to_busy_for_entertainment_slot(self, db):
+        agent = _make_agent(db, status=AgentStatus.IDLE)
+        result = transition_to_busy(db, agent, slot_type=SlotType.ENTERTAINMENT, now=NOW)
+        assert result.status == AgentStatus.BUSY
+
+    def test_busy_to_busy_raises(self, db):
+        agent = _make_agent(db, status=AgentStatus.BUSY)
+        with pytest.raises(AgentStatusError, match="busy"):
+            transition_to_busy(db, agent, slot_type=SlotType.WORK)
+
+    def test_exhausted_to_busy_raises(self, db):
+        agent = _make_agent(db, status=AgentStatus.EXHAUSTED)
+        with pytest.raises(AgentStatusError):
+            transition_to_busy(db, agent, slot_type=SlotType.WORK)
+
+
+# ---------------------------------------------------------------------------
+# Busy / OnCall → Idle
+# ---------------------------------------------------------------------------
+
+class TestTransitionToIdle:
+    def test_busy_to_idle(self, db):
+        agent = _make_agent(db, status=AgentStatus.BUSY)
+        result = transition_to_idle(db, agent, now=NOW)
+        assert result.status == AgentStatus.IDLE
+        assert result.last_heartbeat == NOW
+
+    def test_on_call_to_idle(self, db):
+        agent = _make_agent(db, status=AgentStatus.ON_CALL)
+        result = transition_to_idle(db, agent, now=NOW)
+        assert result.status == AgentStatus.IDLE
+
+    def test_exhausted_to_idle_clears_metadata(self, db):
+        agent = _make_agent(
+            db,
+            status=AgentStatus.EXHAUSTED,
+            exhausted_at=NOW - timedelta(hours=1),
+            recovery_at=NOW,
+            exhaust_reason=ExhaustReason.RATE_LIMIT,
+        )
+        result = transition_to_idle(db, agent, now=NOW)
+        assert result.status == AgentStatus.IDLE
+        assert result.exhausted_at is None
+        assert result.recovery_at is None
+        assert result.exhaust_reason is None
+
+    def test_offline_to_idle(self, db):
+        agent = _make_agent(db, status=AgentStatus.OFFLINE)
+        result = transition_to_idle(db, agent, now=NOW)
+        assert result.status == AgentStatus.IDLE
+
+    def test_idle_to_idle_raises(self, db):
+        agent = _make_agent(db, status=AgentStatus.IDLE)
+        with pytest.raises(AgentStatusError, match="idle"):
+            transition_to_idle(db, agent)
+
+
+# ---------------------------------------------------------------------------
+# * → Offline (heartbeat timeout)
+# ---------------------------------------------------------------------------
+
+class TestTransitionToOffline:
+    def test_idle_to_offline(self, db):
+        agent = _make_agent(db, status=AgentStatus.IDLE)
+        result = transition_to_offline(db, agent)
+        assert result.status == AgentStatus.OFFLINE
+
+    def test_busy_to_offline(self, db):
+        agent = _make_agent(db, status=AgentStatus.BUSY)
+        result = transition_to_offline(db, agent)
+        assert result.status == AgentStatus.OFFLINE
+
+    def test_already_offline_noop(self, db):
+        agent = _make_agent(db, status=AgentStatus.OFFLINE)
+        result = transition_to_offline(db, agent)
+        assert result.status == AgentStatus.OFFLINE
+
+
+# ---------------------------------------------------------------------------
+# Recovery time parsing
+# ---------------------------------------------------------------------------
+
+class TestParseExhaustedRecoveryAt:
+    def test_parses_retry_after_seconds_header(self):
+        recovery = parse_exhausted_recovery_at(
+            now=NOW,
+            headers={"Retry-After": "120"},
+        )
+        assert recovery == NOW + timedelta(seconds=120)
+
+    def test_parses_retry_after_http_date_header(self):
+        recovery = parse_exhausted_recovery_at(
+            now=NOW,
+            headers={"Retry-After": "Wed, 01 Apr 2026 12:05:00 GMT"},
+        )
+        assert recovery == datetime(2026, 4, 1, 12, 5, 0, tzinfo=timezone.utc)
+
+    def test_parses_reset_in_minutes_from_message(self):
+        recovery = parse_exhausted_recovery_at(
+            now=NOW,
+            message="rate limit exceeded, reset in 7 mins",
+        )
+        assert recovery == NOW + timedelta(minutes=7)
+
+    def test_parses_retry_after_seconds_from_message(self):
+        recovery = parse_exhausted_recovery_at(
+            now=NOW,
+            message="429 too many requests; retry after 45 seconds",
+        )
+        assert recovery == NOW + timedelta(seconds=45)
+
+    def test_parses_resets_at_iso_timestamp_from_message(self):
+        recovery = parse_exhausted_recovery_at(
+            now=NOW,
+            message="quota exhausted, resets at 2026-04-01T14:30:00Z",
+        )
+        assert recovery == datetime(2026, 4, 1, 14, 30, 0, tzinfo=timezone.utc)
+
+    def test_falls_back_to_default_when_unparseable(self):
+        recovery = parse_exhausted_recovery_at(
+            now=NOW,
+            headers={"Retry-After": "not-a-date"},
+            message="please try later maybe soon",
+        )
+        assert recovery == NOW + timedelta(hours=DEFAULT_RECOVERY_HOURS)
+
+
+# ---------------------------------------------------------------------------
+# * → Exhausted (API quota)
+# ---------------------------------------------------------------------------
+
+class TestTransitionToExhausted:
+    def test_busy_to_exhausted_with_recovery(self, db):
+        recovery = NOW + timedelta(hours=1)
+        agent = _make_agent(db, status=AgentStatus.BUSY)
+        result = transition_to_exhausted(
+            db, agent,
+            reason=ExhaustReason.RATE_LIMIT,
+            recovery_at=recovery,
+            now=NOW,
+        )
+        assert result.status == AgentStatus.EXHAUSTED
+        assert result.exhausted_at == NOW
+        assert result.recovery_at == recovery
+        assert result.exhaust_reason == ExhaustReason.RATE_LIMIT
+
+    def test_exhausted_default_recovery(self, db):
+        agent = _make_agent(db, status=AgentStatus.BUSY)
+        result = transition_to_exhausted(
+            db, agent,
+            reason=ExhaustReason.BILLING,
+            now=NOW,
+        )
+        expected_recovery = NOW + timedelta(hours=DEFAULT_RECOVERY_HOURS)
+        assert result.recovery_at == expected_recovery
+        assert result.exhaust_reason == ExhaustReason.BILLING
+
+    def test_idle_to_exhausted(self, db):
+        """Edge case: agent gets a rate-limit before even starting work."""
+        agent = _make_agent(db, status=AgentStatus.IDLE)
+        result = transition_to_exhausted(
+            db, agent,
+            reason=ExhaustReason.RATE_LIMIT,
+            now=NOW,
+        )
+        assert result.status == AgentStatus.EXHAUSTED
+
+    def test_parses_recovery_from_headers_when_timestamp_not_explicitly_provided(self, db):
+        agent = _make_agent(db, status=AgentStatus.BUSY)
+        result = transition_to_exhausted(
+            db,
+            agent,
+            reason=ExhaustReason.RATE_LIMIT,
+            headers={"Retry-After": "90"},
+            now=NOW,
+        )
+        assert result.recovery_at == NOW + timedelta(seconds=90)
+
+    def test_parses_recovery_from_message_when_timestamp_not_explicitly_provided(self, db):
+        agent = _make_agent(db, status=AgentStatus.BUSY)
+        result = transition_to_exhausted(
+            db,
+            agent,
+            reason=ExhaustReason.BILLING,
+            message="billing quota exhausted, resets at 2026-04-01T15:00:00Z",
+            now=NOW,
+        )
+        assert result.recovery_at == datetime(2026, 4, 1, 15, 0, 0, tzinfo=timezone.utc)
+
+
+# ---------------------------------------------------------------------------
+# Heartbeat timeout check
+# ---------------------------------------------------------------------------
+
+class TestCheckHeartbeatTimeout:
+    def test_timeout_triggers_offline(self, db):
+        old_hb = NOW - timedelta(seconds=HEARTBEAT_TIMEOUT_SECONDS + 10)
+        agent = _make_agent(db, status=AgentStatus.IDLE, last_hb=old_hb)
+        changed = check_heartbeat_timeout(db, agent, now=NOW)
+        assert changed is True
+        assert agent.status == AgentStatus.OFFLINE
+
+    def test_recent_heartbeat_no_change(self, db):
+        recent_hb = NOW - timedelta(seconds=30)
+        agent = _make_agent(db, status=AgentStatus.BUSY, last_hb=recent_hb)
+        changed = check_heartbeat_timeout(db, agent, now=NOW)
+        assert changed is False
+        assert agent.status == AgentStatus.BUSY
+
+    def test_no_heartbeat_ever_goes_offline(self, db):
+        agent = _make_agent(db, status=AgentStatus.IDLE, last_hb=None)
+        changed = check_heartbeat_timeout(db, agent, now=NOW)
+        assert changed is True
+        assert agent.status == AgentStatus.OFFLINE
+
+    def test_already_offline_returns_false(self, db):
+        agent = _make_agent(db, status=AgentStatus.OFFLINE, last_hb=None)
+        changed = check_heartbeat_timeout(db, agent, now=NOW)
+        assert changed is False
+
+
+# ---------------------------------------------------------------------------
+# Exhausted recovery check
+# ---------------------------------------------------------------------------
+
+class TestCheckExhaustedRecovery:
+    def test_recovery_at_reached(self, db):
+        agent = _make_agent(
+            db,
+            status=AgentStatus.EXHAUSTED,
+            exhausted_at=NOW - timedelta(hours=5),
+            recovery_at=NOW - timedelta(minutes=1),
+            exhaust_reason=ExhaustReason.RATE_LIMIT,
+        )
+        recovered = check_exhausted_recovery(db, agent, now=NOW)
+        assert recovered is True
+        assert agent.status == AgentStatus.IDLE
+        assert agent.exhausted_at is None
+
+    def test_recovery_at_not_yet_reached(self, db):
+        agent = _make_agent(
+            db,
+            status=AgentStatus.EXHAUSTED,
+            exhausted_at=NOW,
+            recovery_at=NOW + timedelta(hours=1),
+            exhaust_reason=ExhaustReason.BILLING,
+        )
+        recovered = check_exhausted_recovery(db, agent, now=NOW)
+        assert recovered is False
+        assert agent.status == AgentStatus.EXHAUSTED
+
+    def test_non_exhausted_agent_returns_false(self, db):
+        agent = _make_agent(db, status=AgentStatus.IDLE)
+        recovered = check_exhausted_recovery(db, agent, now=NOW)
+        assert recovered is False
+
+
+# ---------------------------------------------------------------------------
+# Record heartbeat
+# ---------------------------------------------------------------------------
+
+class TestRecordHeartbeat:
+    def test_updates_timestamp(self, db):
+        agent = _make_agent(db, status=AgentStatus.IDLE, last_hb=NOW - timedelta(minutes=1))
+        result = record_heartbeat(db, agent, now=NOW)
+        assert result.last_heartbeat == NOW
+
+    def test_offline_agent_recovers_to_idle(self, db):
+        agent = _make_agent(db, status=AgentStatus.OFFLINE)
+        result = record_heartbeat(db, agent, now=NOW)
+        assert result.status == AgentStatus.IDLE
+        assert result.last_heartbeat == NOW
+
+    def test_busy_agent_stays_busy(self, db):
+        agent = _make_agent(db, status=AgentStatus.BUSY, last_hb=NOW - timedelta(seconds=30))
+        result = record_heartbeat(db, agent, now=NOW)
+        assert result.status == AgentStatus.BUSY
+        assert result.last_heartbeat == NOW

tests/test_calendar_api.py

@@ -0,0 +1,357 @@
+"""Tests for TEST-BE-CAL-001: Calendar API coverage.
+
+Covers core API surfaces:
+  - slot create / day view / edit / cancel
+  - virtual slot edit / cancel materialization flows
+  - plan create / list / get / edit / cancel
+  - date-list
+  - workload-config user/admin endpoints
+"""
+
+from datetime import date, time, timedelta
+
+from app.models.calendar import (
+    SchedulePlan,
+    SlotStatus,
+    SlotType,
+    TimeSlot,
+    DayOfWeek,
+)
+from tests.conftest import auth_header
+
+
+FUTURE_DATE = date.today() + timedelta(days=30)
+FUTURE_DATE_2 = date.today() + timedelta(days=31)
+
+
+def _create_plan(db, *, user_id: int, slot_type=SlotType.WORK, at_time=time(9, 0), on_day=None, on_week=None):
+    plan = SchedulePlan(
+        user_id=user_id,
+        slot_type=slot_type,
+        estimated_duration=30,
+        at_time=at_time,
+        on_day=on_day,
+        on_week=on_week,
+        is_active=True,
+    )
+    db.add(plan)
+    db.commit()
+    db.refresh(plan)
+    return plan
+
+
+def _create_slot(db, *, user_id: int, slot_date: date, scheduled_at=time(9, 0), status=SlotStatus.NOT_STARTED, plan_id=None):
+    slot = TimeSlot(
+        user_id=user_id,
+        date=slot_date,
+        slot_type=SlotType.WORK,
+        estimated_duration=30,
+        scheduled_at=scheduled_at,
+        status=status,
+        priority=0,
+        plan_id=plan_id,
+    )
+    db.add(slot)
+    db.commit()
+    db.refresh(slot)
+    return slot
+
+
+class TestCalendarSlotApi:
+    def test_create_slot_success(self, client, seed):
+        r = client.post(
+            "/calendar/slots",
+            json={
+                "date": FUTURE_DATE.isoformat(),
+                "slot_type": "work",
+                "scheduled_at": "09:00:00",
+                "estimated_duration": 30,
+                "event_type": "job",
+                "event_data": {"type": "Task", "code": "TASK-42"},
+                "priority": 3,
+            },
+            headers=auth_header(seed["admin_token"]),
+        )
+        assert r.status_code == 201, r.text
+        data = r.json()
+        assert data["slot"]["date"] == FUTURE_DATE.isoformat()
+        assert data["slot"]["slot_type"] == "work"
+        assert data["slot"]["event_type"] == "job"
+        assert data["slot"]["event_data"]["code"] == "TASK-42"
+        assert data["warnings"] == []
+
+    def test_day_view_returns_real_and_virtual_slots_sorted(self, client, db, seed):
+        # Real slots
+        _create_slot(db, user_id=seed["admin_user"].id, slot_date=FUTURE_DATE, scheduled_at=time(11, 0))
+        skipped = _create_slot(
+            db,
+            user_id=seed["admin_user"].id,
+            slot_date=FUTURE_DATE,
+            scheduled_at=time(12, 0),
+            status=SlotStatus.SKIPPED,
+        )
+
+        # Virtual weekly plan matching FUTURE_DATE weekday
+        weekday_map = {
+            0: DayOfWeek.MON,
+            1: DayOfWeek.TUE,
+            2: DayOfWeek.WED,
+            3: DayOfWeek.THU,
+            4: DayOfWeek.FRI,
+            5: DayOfWeek.SAT,
+            6: DayOfWeek.SUN,
+        }
+        _create_plan(
+            db,
+            user_id=seed["admin_user"].id,
+            at_time=time(8, 0),
+            on_day=weekday_map[FUTURE_DATE.weekday()],
+        )
+
+        r = client.get(
+            f"/calendar/day?date={FUTURE_DATE.isoformat()}",
+            headers=auth_header(seed["admin_token"]),
+        )
+        assert r.status_code == 200, r.text
+        data = r.json()
+        assert data["date"] == FUTURE_DATE.isoformat()
+        assert len(data["slots"]) == 2
+        assert [slot["scheduled_at"] for slot in data["slots"]] == ["08:00:00", "11:00:00"]
+        assert data["slots"][0]["virtual_id"].startswith("plan-")
+        assert data["slots"][1]["id"] is not None
+        # skipped slot hidden
+        assert all(slot.get("id") != skipped.id for slot in data["slots"])
+
+    def test_edit_real_slot_success(self, client, db, seed):
+        slot = _create_slot(db, user_id=seed["admin_user"].id, slot_date=FUTURE_DATE, scheduled_at=time(9, 0))
+
+        r = client.patch(
+            f"/calendar/slots/{slot.id}",
+            json={
+                "scheduled_at": "10:30:00",
+                "estimated_duration": 40,
+                "priority": 7,
+            },
+            headers=auth_header(seed["admin_token"]),
+        )
+        assert r.status_code == 200, r.text
+        data = r.json()
+        assert data["slot"]["id"] == slot.id
+        assert data["slot"]["scheduled_at"] == "10:30:00"
+        assert data["slot"]["estimated_duration"] == 40
+        assert data["slot"]["priority"] == 7
+
+    def test_edit_virtual_slot_materializes_and_detaches(self, client, db, seed):
+        weekday_map = {
+            0: DayOfWeek.MON,
+            1: DayOfWeek.TUE,
+            2: DayOfWeek.WED,
+            3: DayOfWeek.THU,
+            4: DayOfWeek.FRI,
+            5: DayOfWeek.SAT,
+            6: DayOfWeek.SUN,
+        }
+        plan = _create_plan(
+            db,
+            user_id=seed["admin_user"].id,
+            at_time=time(8, 0),
+            on_day=weekday_map[FUTURE_DATE.weekday()],
+        )
+        virtual_id = f"plan-{plan.id}-{FUTURE_DATE.isoformat()}"
+
+        r = client.patch(
+            f"/calendar/slots/virtual/{virtual_id}",
+            json={"scheduled_at": "08:30:00", "priority": 5},
+            headers=auth_header(seed["admin_token"]),
+        )
+        assert r.status_code == 200, r.text
+        data = r.json()
+        assert data["slot"]["id"] is not None
+        assert data["slot"]["scheduled_at"] == "08:30:00"
+        assert data["slot"]["plan_id"] is None
+        materialized = db.query(TimeSlot).filter(TimeSlot.id == data["slot"]["id"]).first()
+        assert materialized is not None
+        assert materialized.plan_id is None
+
+    def test_cancel_real_slot_sets_skipped(self, client, db, seed):
+        slot = _create_slot(db, user_id=seed["admin_user"].id, slot_date=FUTURE_DATE)
+
+        r = client.post(
+            f"/calendar/slots/{slot.id}/cancel",
+            headers=auth_header(seed["admin_token"]),
+        )
+        assert r.status_code == 200, r.text
+        data = r.json()
+        assert data["slot"]["status"] == "skipped"
+        assert data["message"] == "Slot cancelled successfully"
+
+    def test_cancel_virtual_slot_materializes_then_skips(self, client, db, seed):
+        weekday_map = {
+            0: DayOfWeek.MON,
+            1: DayOfWeek.TUE,
+            2: DayOfWeek.WED,
+            3: DayOfWeek.THU,
+            4: DayOfWeek.FRI,
+            5: DayOfWeek.SAT,
+            6: DayOfWeek.SUN,
+        }
+        plan = _create_plan(
+            db,
+            user_id=seed["admin_user"].id,
+            at_time=time(8, 0),
+            on_day=weekday_map[FUTURE_DATE.weekday()],
+        )
+        virtual_id = f"plan-{plan.id}-{FUTURE_DATE.isoformat()}"
+
+        r = client.post(
+            f"/calendar/slots/virtual/{virtual_id}/cancel",
+            headers=auth_header(seed["admin_token"]),
+        )
+        assert r.status_code == 200, r.text
+        data = r.json()
+        assert data["slot"]["status"] == "skipped"
+        assert data["slot"]["plan_id"] is None
+        assert "cancelled" in data["message"].lower()
+
+    def test_date_list_only_returns_future_materialized_dates(self, client, db, seed):
+        _create_slot(db, user_id=seed["admin_user"].id, slot_date=FUTURE_DATE)
+        _create_slot(db, user_id=seed["admin_user"].id, slot_date=FUTURE_DATE_2, status=SlotStatus.SKIPPED)
+        _create_plan(db, user_id=seed["admin_user"].id, at_time=time(8, 0))  # virtual-only, should not appear
+
+        r = client.get("/calendar/dates", headers=auth_header(seed["admin_token"]))
+        assert r.status_code == 200, r.text
+        assert r.json()["dates"] == [FUTURE_DATE.isoformat()]
+
+
+class TestCalendarPlanApi:
+    def test_create_list_get_plan(self, client, seed):
+        create = client.post(
+            "/calendar/plans",
+            json={
+                "slot_type": "work",
+                "estimated_duration": 30,
+                "at_time": "09:00:00",
+                "on_day": "mon",
+                "event_type": "job",
+                "event_data": {"type": "Task", "code": "TASK-1"},
+            },
+            headers=auth_header(seed["admin_token"]),
+        )
+        assert create.status_code == 201, create.text
+        plan = create.json()
+        assert plan["slot_type"] == "work"
+        assert plan["on_day"] == "mon"
+
+        listing = client.get("/calendar/plans", headers=auth_header(seed["admin_token"]))
+        assert listing.status_code == 200, listing.text
+        assert len(listing.json()["plans"]) == 1
+        assert listing.json()["plans"][0]["id"] == plan["id"]
+
+        single = client.get(f"/calendar/plans/{plan['id']}", headers=auth_header(seed["admin_token"]))
+        assert single.status_code == 200, single.text
+        assert single.json()["id"] == plan["id"]
+        assert single.json()["event_data"]["code"] == "TASK-1"
+
+    def test_edit_plan_detaches_future_materialized_slots(self, client, db, seed):
+        plan = _create_plan(db, user_id=seed["admin_user"].id, at_time=time(9, 0))
+        future_slot = _create_slot(db, user_id=seed["admin_user"].id, slot_date=FUTURE_DATE, plan_id=plan.id)
+
+        r = client.patch(
+            f"/calendar/plans/{plan.id}",
+            json={"at_time": "10:15:00", "estimated_duration": 25},
+            headers=auth_header(seed["admin_token"]),
+        )
+        assert r.status_code == 200, r.text
+        data = r.json()
+        assert data["at_time"] == "10:15:00"
+        assert data["estimated_duration"] == 25
+
+        db.refresh(future_slot)
+        assert future_slot.plan_id is None
+
+    def test_cancel_plan_deactivates_and_preserves_past_ids_list(self, client, db, seed):
+        plan = _create_plan(db, user_id=seed["admin_user"].id, at_time=time(9, 0))
+        future_slot = _create_slot(db, user_id=seed["admin_user"].id, slot_date=FUTURE_DATE, plan_id=plan.id)
+
+        r = client.post(
+            f"/calendar/plans/{plan.id}/cancel",
+            headers=auth_header(seed["admin_token"]),
+        )
+        assert r.status_code == 200, r.text
+        data = r.json()
+        assert data["plan"]["is_active"] is False
+        assert isinstance(data["preserved_past_slot_ids"], list)
+
+        db.refresh(future_slot)
+        assert future_slot.plan_id is None
+
+    def test_list_plans_include_inactive(self, client, db, seed):
+        active = _create_plan(db, user_id=seed["admin_user"].id, at_time=time(9, 0))
+        inactive = _create_plan(db, user_id=seed["admin_user"].id, at_time=time(10, 0))
+        inactive.is_active = False
+        db.commit()
+
+        active_only = client.get("/calendar/plans", headers=auth_header(seed["admin_token"]))
+        assert active_only.status_code == 200
+        assert [p["id"] for p in active_only.json()["plans"]] == [active.id]
+
+        with_inactive = client.get(
+            "/calendar/plans?include_inactive=true",
+            headers=auth_header(seed["admin_token"]),
+        )
+        assert with_inactive.status_code == 200
+        ids = {p["id"] for p in with_inactive.json()["plans"]}
+        assert ids == {active.id, inactive.id}
+
+
+class TestWorkloadConfigApi:
+    def test_user_workload_config_put_patch_get(self, client, seed):
+        put = client.put(
+            "/calendar/workload-config",
+            json={
+                "daily": {"work": 60, "on_call": 10, "entertainment": 5},
+                "weekly": {"work": 300, "on_call": 20, "entertainment": 15},
+                "monthly": {"work": 900, "on_call": 60, "entertainment": 45},
+                "yearly": {"work": 10000, "on_call": 200, "entertainment": 100},
+            },
+            headers=auth_header(seed["admin_token"]),
+        )
+        assert put.status_code == 200, put.text
+        assert put.json()["config"]["daily"]["work"] == 60
+
+        patch = client.patch(
+            "/calendar/workload-config",
+            json={"daily": {"work": 90, "on_call": 10, "entertainment": 5}},
+            headers=auth_header(seed["admin_token"]),
+        )
+        assert patch.status_code == 200, patch.text
+        assert patch.json()["config"]["daily"]["work"] == 90
+        assert patch.json()["config"]["weekly"]["work"] == 300
+
+        get = client.get("/calendar/workload-config", headers=auth_header(seed["admin_token"]))
+        assert get.status_code == 200, get.text
+        assert get.json()["config"]["daily"]["work"] == 90
+
+    def test_admin_can_manage_other_user_workload_config(self, client, seed):
+        patch = client.patch(
+            f"/calendar/workload-config/{seed['dev_user'].id}",
+            json={"daily": {"work": 45, "on_call": 0, "entertainment": 0}},
+            headers=auth_header(seed["admin_token"]),
+        )
+        assert patch.status_code == 200, patch.text
+        assert patch.json()["user_id"] == seed["dev_user"].id
+        assert patch.json()["config"]["daily"]["work"] == 45
+
+        get = client.get(
+            f"/calendar/workload-config/{seed['dev_user'].id}",
+            headers=auth_header(seed["admin_token"]),
+        )
+        assert get.status_code == 200, get.text
+        assert get.json()["config"]["daily"]["work"] == 45
+
+    def test_non_admin_cannot_manage_other_user_workload_config(self, client, seed):
+        r = client.get(
+            f"/calendar/workload-config/{seed['admin_user'].id}",
+            headers=auth_header(seed["dev_token"]),
+        )
+        assert r.status_code == 403, r.text

tests/test_calendar_models.py

@@ -0,0 +1,848 @@
+"""Tests for BE-CAL-001: Calendar model definitions.
+
+Covers:
+  - TimeSlot model creation and fields
+  - SchedulePlan model creation and fields
+  - Enum validations
+  - Model relationships
+  - DB constraints (check constraints, foreign keys)
+"""
+
+import pytest
+from datetime import date, time, datetime
+from sqlalchemy.exc import IntegrityError
+
+from app.models.calendar import (
+    TimeSlot,
+    SchedulePlan,
+    SlotType,
+    SlotStatus,
+    EventType,
+    DayOfWeek,
+    MonthOfYear,
+)
+
+
+# ---------------------------------------------------------------------------
+# TimeSlot Model Tests
+# ---------------------------------------------------------------------------
+
+class TestTimeSlotModel:
+    """Tests for TimeSlot ORM model."""
+
+    def test_create_timeslot_basic(self, db, seed):
+        """Test creating a basic TimeSlot with required fields."""
+        slot = TimeSlot(
+            user_id=seed["admin_user"].id,
+            date=date(2026, 4, 1),
+            slot_type=SlotType.WORK,
+            estimated_duration=30,
+            scheduled_at=time(9, 0),
+            status=SlotStatus.NOT_STARTED,
+            priority=0,
+        )
+        db.add(slot)
+        db.commit()
+        db.refresh(slot)
+
+        assert slot.id is not None
+        assert slot.user_id == seed["admin_user"].id
+        assert slot.date == date(2026, 4, 1)
+        assert slot.slot_type == SlotType.WORK
+        assert slot.estimated_duration == 30
+        assert slot.scheduled_at == time(9, 0)
+        assert slot.status == SlotStatus.NOT_STARTED
+        assert slot.priority == 0
+        assert slot.attended is False
+        assert slot.plan_id is None
+
+    def test_create_timeslot_all_fields(self, db, seed):
+        """Test creating a TimeSlot with all optional fields."""
+        slot = TimeSlot(
+            user_id=seed["dev_user"].id,
+            date=date(2026, 4, 1),
+            slot_type=SlotType.ON_CALL,
+            estimated_duration=45,
+            scheduled_at=time(14, 30),
+            started_at=time(14, 35),
+            attended=True,
+            actual_duration=40,
+            event_type=EventType.JOB,
+            event_data={"type": "Task", "code": "TASK-42"},
+            priority=5,
+            status=SlotStatus.FINISHED,
+        )
+        db.add(slot)
+        db.commit()
+        db.refresh(slot)
+
+        assert slot.started_at == time(14, 35)
+        assert slot.attended is True
+        assert slot.actual_duration == 40
+        assert slot.event_type == EventType.JOB
+        assert slot.event_data == {"type": "Task", "code": "TASK-42"}
+        assert slot.priority == 5
+        assert slot.status == SlotStatus.FINISHED
+
+    def test_timeslot_slot_type_variants(self, db, seed):
+        """Test all SlotType enum variants."""
+        for idx, slot_type in enumerate(SlotType):
+            slot = TimeSlot(
+                user_id=seed["admin_user"].id,
+                date=date(2026, 4, 1),
+                slot_type=slot_type,
+                estimated_duration=10,
+                scheduled_at=time(idx, 0),
+                status=SlotStatus.NOT_STARTED,
+                priority=idx,
+            )
+            db.add(slot)
+        db.commit()
+
+        slots = db.query(TimeSlot).filter_by(user_id=seed["admin_user"].id).all()
+        assert len(slots) == 4
+        assert {s.slot_type for s in slots} == set(SlotType)
+
+    def test_timeslot_status_transitions(self, db, seed):
+        """Test all SlotStatus enum variants."""
+        for idx, status in enumerate(SlotStatus):
+            slot = TimeSlot(
+                user_id=seed["admin_user"].id,
+                date=date(2026, 4, 1),
+                slot_type=SlotType.WORK,
+                estimated_duration=10,
+                scheduled_at=time(idx, 0),
+                status=status,
+                priority=0,
+            )
+            db.add(slot)
+        db.commit()
+
+        slots = db.query(TimeSlot).filter_by(user_id=seed["admin_user"].id).all()
+        assert len(slots) == 7
+        assert {s.status for s in slots} == set(SlotStatus)
+
+    def test_timeslot_event_type_variants(self, db, seed):
+        """Test all EventType enum variants."""
+        for idx, event_type in enumerate(EventType):
+            slot = TimeSlot(
+                user_id=seed["admin_user"].id,
+                date=date(2026, 4, 1),
+                slot_type=SlotType.WORK,
+                estimated_duration=10,
+                scheduled_at=time(idx, 0),
+                status=SlotStatus.NOT_STARTED,
+                event_type=event_type,
+                priority=0,
+            )
+            db.add(slot)
+        db.commit()
+
+        slots = db.query(TimeSlot).filter_by(user_id=seed["admin_user"].id).all()
+        assert len(slots) == 3
+        assert {s.event_type for s in slots} == set(EventType)
+
+    def test_timeslot_nullable_event_type(self, db, seed):
+        """Test that event_type can be NULL."""
+        slot = TimeSlot(
+            user_id=seed["admin_user"].id,
+            date=date(2026, 4, 1),
+            slot_type=SlotType.WORK,
+            estimated_duration=30,
+            scheduled_at=time(9, 0),
+            status=SlotStatus.NOT_STARTED,
+            event_type=None,
+            priority=0,
+        )
+        db.add(slot)
+        db.commit()
+        db.refresh(slot)
+
+        assert slot.event_type is None
+        assert slot.event_data is None
+
+    def test_timeslot_duration_bounds(self, db, seed):
+        """Test duration at boundary values (1-50)."""
+        # Min duration
+        slot_min = TimeSlot(
+            user_id=seed["admin_user"].id,
+            date=date(2026, 4, 1),
+            slot_type=SlotType.WORK,
+            estimated_duration=1,
+            scheduled_at=time(8, 0),
+            status=SlotStatus.NOT_STARTED,
+            priority=0,
+        )
+        db.add(slot_min)
+
+        # Max duration
+        slot_max = TimeSlot(
+            user_id=seed["admin_user"].id,
+            date=date(2026, 4, 1),
+            slot_type=SlotType.WORK,
+            estimated_duration=50,
+            scheduled_at=time(9, 0),
+            status=SlotStatus.NOT_STARTED,
+            priority=0,
+        )
+        db.add(slot_max)
+        db.commit()
+
+        assert slot_min.estimated_duration == 1
+        assert slot_max.estimated_duration == 50
+
+    def test_timeslot_priority_bounds(self, db, seed):
+        """Test priority at boundary values (0-99)."""
+        slot_low = TimeSlot(
+            user_id=seed["admin_user"].id,
+            date=date(2026, 4, 1),
+            slot_type=SlotType.WORK,
+            estimated_duration=10,
+            scheduled_at=time(8, 0),
+            status=SlotStatus.NOT_STARTED,
+            priority=0,
+        )
+        db.add(slot_low)
+
+        slot_high = TimeSlot(
+            user_id=seed["admin_user"].id,
+            date=date(2026, 4, 1),
+            slot_type=SlotType.WORK,
+            estimated_duration=10,
+            scheduled_at=time(9, 0),
+            status=SlotStatus.NOT_STARTED,
+            priority=99,
+        )
+        db.add(slot_high)
+        db.commit()
+
+        assert slot_low.priority == 0
+        assert slot_high.priority == 99
+
+    def test_timeslot_timestamps_auto_set(self, db, seed):
+        """Test that created_at and updated_at are set automatically."""
+        slot = TimeSlot(
+            user_id=seed["admin_user"].id,
+            date=date(2026, 4, 1),
+            slot_type=SlotType.WORK,
+            estimated_duration=30,
+            scheduled_at=time(9, 0),
+            status=SlotStatus.NOT_STARTED,
+            priority=0,
+        )
+        db.add(slot)
+        db.commit()
+        db.refresh(slot)
+
+        assert slot.created_at is not None
+        assert isinstance(slot.created_at, datetime)
+
+    def test_timeslot_user_foreign_key(self, db):
+        """Test that invalid user_id raises IntegrityError."""
+        slot = TimeSlot(
+            user_id=99999,  # Non-existent user
+            date=date(2026, 4, 1),
+            slot_type=SlotType.WORK,
+            estimated_duration=30,
+            scheduled_at=time(9, 0),
+            status=SlotStatus.NOT_STARTED,
+            priority=0,
+        )
+        db.add(slot)
+        with pytest.raises(IntegrityError):
+            db.commit()
+
+    def test_timeslot_plan_relationship(self, db, seed):
+        """Test relationship between TimeSlot and SchedulePlan."""
+        # Create a plan first
+        plan = SchedulePlan(
+            user_id=seed["admin_user"].id,
+            slot_type=SlotType.WORK,
+            estimated_duration=30,
+            at_time=time(9, 0),
+            is_active=True,
+        )
+        db.add(plan)
+        db.commit()
+        db.refresh(plan)
+
+        # Create a slot linked to the plan
+        slot = TimeSlot(
+            user_id=seed["admin_user"].id,
+            date=date(2026, 4, 1),
+            slot_type=SlotType.WORK,
+            estimated_duration=30,
+            scheduled_at=time(9, 0),
+            status=SlotStatus.NOT_STARTED,
+            priority=0,
+            plan_id=plan.id,
+        )
+        db.add(slot)
+        db.commit()
+        db.refresh(slot)
+
+        assert slot.plan_id == plan.id
+        assert slot.plan.id == plan.id
+        assert slot.plan.user_id == seed["admin_user"].id
+
+    def test_timeslot_query_by_date(self, db, seed):
+        """Test querying slots by date."""
+        dates = [date(2026, 4, 1), date(2026, 4, 2), date(2026, 4, 1)]
+        for idx, d in enumerate(dates):
+            slot = TimeSlot(
+                user_id=seed["admin_user"].id,
+                date=d,
+                slot_type=SlotType.WORK,
+                estimated_duration=30,
+                scheduled_at=time(9 + idx, 0),
+                status=SlotStatus.NOT_STARTED,
+                priority=0,
+            )
+            db.add(slot)
+        db.commit()
+
+        slots_april_1 = db.query(TimeSlot).filter_by(
+            user_id=seed["admin_user"].id,
+            date=date(2026, 4, 1)
+        ).all()
+        assert len(slots_april_1) == 2
+
+    def test_timeslot_query_by_status(self, db, seed):
+        """Test querying slots by status."""
+        for idx, status in enumerate([SlotStatus.NOT_STARTED, SlotStatus.ONGOING, SlotStatus.NOT_STARTED]):
+            slot = TimeSlot(
+                user_id=seed["admin_user"].id,
+                date=date(2026, 4, 1),
+                slot_type=SlotType.WORK,
+                estimated_duration=30,
+                scheduled_at=time(9 + idx, 0),
+                status=status,
+                priority=0,
+            )
+            db.add(slot)
+        db.commit()
+
+        not_started = db.query(TimeSlot).filter_by(
+            user_id=seed["admin_user"].id,
+            status=SlotStatus.NOT_STARTED
+        ).all()
+        assert len(not_started) == 2
+
+
+# ---------------------------------------------------------------------------
+# SchedulePlan Model Tests
+# ---------------------------------------------------------------------------
+
+class TestSchedulePlanModel:
+    """Tests for SchedulePlan ORM model."""
+
+    def test_create_plan_basic(self, db, seed):
+        """Test creating a basic SchedulePlan with required fields."""
+        plan = SchedulePlan(
+            user_id=seed["admin_user"].id,
+            slot_type=SlotType.WORK,
+            estimated_duration=30,
+            at_time=time(9, 0),
+            is_active=True,
+        )
+        db.add(plan)
+        db.commit()
+        db.refresh(plan)
+
+        assert plan.id is not None
+        assert plan.user_id == seed["admin_user"].id
+        assert plan.slot_type == SlotType.WORK
+        assert plan.estimated_duration == 30
+        assert plan.at_time == time(9, 0)
+        assert plan.is_active is True
+        assert plan.on_day is None
+        assert plan.on_week is None
+        assert plan.on_month is None
+        assert plan.event_type is None
+        assert plan.event_data is None
+
+    def test_create_plan_daily(self, db, seed):
+        """Test creating a daily plan (--at only)."""
+        plan = SchedulePlan(
+            user_id=seed["admin_user"].id,
+            slot_type=SlotType.WORK,
+            estimated_duration=25,
+            at_time=time(10, 0),
+            is_active=True,
+        )
+        db.add(plan)
+        db.commit()
+        db.refresh(plan)
+
+        assert plan.at_time == time(10, 0)
+        assert plan.on_day is None
+        assert plan.on_week is None
+        assert plan.on_month is None
+
+    def test_create_plan_weekly(self, db, seed):
+        """Test creating a weekly plan (--at + --on-day)."""
+        plan = SchedulePlan(
+            user_id=seed["admin_user"].id,
+            slot_type=SlotType.ON_CALL,
+            estimated_duration=45,
+            at_time=time(14, 0),
+            on_day=DayOfWeek.MON,
+            is_active=True,
+        )
+        db.add(plan)
+        db.commit()
+        db.refresh(plan)
+
+        assert plan.on_day == DayOfWeek.MON
+        assert plan.on_week is None
+        assert plan.on_month is None
+
+    def test_create_plan_monthly(self, db, seed):
+        """Test creating a monthly plan (--at + --on-day + --on-week)."""
+        plan = SchedulePlan(
+            user_id=seed["admin_user"].id,
+            slot_type=SlotType.ENTERTAINMENT,
+            estimated_duration=45,
+            at_time=time(19, 0),
+            on_day=DayOfWeek.FRI,
+            on_week=2,
+            is_active=True,
+        )
+        db.add(plan)
+        db.commit()
+        db.refresh(plan)
+
+        assert plan.on_day == DayOfWeek.FRI
+        assert plan.on_week == 2
+        assert plan.on_month is None
+
+    def test_create_plan_yearly(self, db, seed):
+        """Test creating a yearly plan (all period params)."""
+        plan = SchedulePlan(
+            user_id=seed["admin_user"].id,
+            slot_type=SlotType.WORK,
+            estimated_duration=50,
+            at_time=time(9, 0),
+            on_day=DayOfWeek.SUN,
+            on_week=1,
+            on_month=MonthOfYear.JAN,
+            is_active=True,
+        )
+        db.add(plan)
+        db.commit()
+        db.refresh(plan)
+
+        assert plan.on_day == DayOfWeek.SUN
+        assert plan.on_week == 1
+        assert plan.on_month == MonthOfYear.JAN
+
+    def test_create_plan_with_event(self, db, seed):
+        """Test creating a plan with event_type and event_data."""
+        plan = SchedulePlan(
+            user_id=seed["admin_user"].id,
+            slot_type=SlotType.WORK,
+            estimated_duration=30,
+            at_time=time(9, 0),
+            event_type=EventType.JOB,
+            event_data={"type": "Meeting", "participants": ["user1", "user2"]},
+            is_active=True,
+        )
+        db.add(plan)
+        db.commit()
+        db.refresh(plan)
+
+        assert plan.event_type == EventType.JOB
+        assert plan.event_data == {"type": "Meeting", "participants": ["user1", "user2"]}
+
+    def test_plan_slot_type_variants(self, db, seed):
+        """Test all SlotType enum variants for SchedulePlan."""
+        for idx, slot_type in enumerate(SlotType):
+            plan = SchedulePlan(
+                user_id=seed["admin_user"].id,
+                slot_type=slot_type,
+                estimated_duration=10,
+                at_time=time(idx, 0),
+                is_active=True,
+            )
+            db.add(plan)
+        db.commit()
+
+        plans = db.query(SchedulePlan).filter_by(user_id=seed["admin_user"].id).all()
+        assert len(plans) == 4
+        assert {p.slot_type for p in plans} == set(SlotType)
+
+    def test_plan_on_week_validation(self, db, seed):
+        """Test on_week validation (must be 1-4)."""
+        # Valid values
+        for week in [1, 2, 3, 4]:
+            plan = SchedulePlan(
+                user_id=seed["admin_user"].id,
+                slot_type=SlotType.WORK,
+                estimated_duration=30,
+                at_time=time(9, 0),
+                on_day=DayOfWeek.MON,
+                on_week=week,
+                is_active=True,
+            )
+            db.add(plan)
+        db.commit()
+
+        plans = db.query(SchedulePlan).filter_by(user_id=seed["admin_user"].id).all()
+        assert len(plans) == 4
+        assert {p.on_week for p in plans} == {1, 2, 3, 4}
+
+    def test_plan_on_week_validation_invalid(self, db, seed):
+        """Test that invalid on_week values raise ValueError."""
+        for week in [0, 5, 10, -1]:
+            with pytest.raises(ValueError):
+                plan = SchedulePlan(
+                    user_id=seed["admin_user"].id,
+                    slot_type=SlotType.WORK,
+                    estimated_duration=30,
+                    at_time=time(9, 0),
+                    on_day=DayOfWeek.MON,
+                    on_week=week,  # Invalid
+                    is_active=True,
+                )
+                db.add(plan)
+                db.commit()
+                db.rollback()
+
+    def test_plan_duration_validation(self, db, seed):
+        """Test estimated_duration validation (must be 1-50)."""
+        # Valid bounds
+        plan_min = SchedulePlan(
+            user_id=seed["admin_user"].id,
+            slot_type=SlotType.WORK,
+            estimated_duration=1,
+            at_time=time(8, 0),
+            is_active=True,
+        )
+        db.add(plan_min)
+
+        plan_max = SchedulePlan(
+            user_id=seed["admin_user"].id,
+            slot_type=SlotType.WORK,
+            estimated_duration=50,
+            at_time=time(9, 0),
+            is_active=True,
+        )
+        db.add(plan_max)
+        db.commit()
+
+        assert plan_min.estimated_duration == 1
+        assert plan_max.estimated_duration == 50
+
+    def test_plan_duration_validation_invalid(self, db, seed):
+        """Test that invalid estimated_duration raises ValueError."""
+        for duration in [0, 51, 100, -10]:
+            with pytest.raises(ValueError):
+                plan = SchedulePlan(
+                    user_id=seed["admin_user"].id,
+                    slot_type=SlotType.WORK,
+                    estimated_duration=duration,
+                    at_time=time(9, 0),
+                    is_active=True,
+                )
+                db.add(plan)
+                db.commit()
+                db.rollback()
+
+    def test_plan_hierarchy_constraint_month_requires_week(self, db, seed):
+        """Test validation: on_month requires on_week."""
+        with pytest.raises(ValueError, match="on_month requires on_week"):
+            SchedulePlan(
+                user_id=seed["admin_user"].id,
+                slot_type=SlotType.WORK,
+                estimated_duration=30,
+                at_time=time(9, 0),
+                on_month=MonthOfYear.JAN,  # Without on_week
+                is_active=True,
+            )
+
+    def test_plan_hierarchy_constraint_week_requires_day(self, db, seed):
+        """Test DB constraint: on_week requires on_day."""
+        plan = SchedulePlan(
+            user_id=seed["admin_user"].id,
+            slot_type=SlotType.WORK,
+            estimated_duration=30,
+            at_time=time(9, 0),
+            on_week=1,  # Without on_day
+            is_active=True,
+        )
+        db.add(plan)
+        with pytest.raises(IntegrityError):
+            db.commit()
+
+    def test_plan_day_of_week_enum(self, db, seed):
+        """Test all DayOfWeek enum values."""
+        for day in DayOfWeek:
+            plan = SchedulePlan(
+                user_id=seed["admin_user"].id,
+                slot_type=SlotType.WORK,
+                estimated_duration=10,
+                at_time=time(9, 0),
+                on_day=day,
+                is_active=True,
+            )
+            db.add(plan)
+        db.commit()
+
+        plans = db.query(SchedulePlan).filter_by(user_id=seed["admin_user"].id).all()
+        assert len(plans) == 7
+        assert {p.on_day for p in plans} == set(DayOfWeek)
+
+    def test_plan_month_of_year_enum(self, db, seed):
+        """Test all MonthOfYear enum values."""
+        for month in MonthOfYear:
+            plan = SchedulePlan(
+                user_id=seed["admin_user"].id,
+                slot_type=SlotType.WORK,
+                estimated_duration=10,
+                at_time=time(9, 0),
+                on_day=DayOfWeek.MON,
+                on_week=1,
+                on_month=month,
+                is_active=True,
+            )
+            db.add(plan)
+        db.commit()
+
+        plans = db.query(SchedulePlan).filter_by(user_id=seed["admin_user"].id).all()
+        assert len(plans) == 12
+        assert {p.on_month for p in plans} == set(MonthOfYear)
+
+    def test_plan_materialized_slots_relationship(self, db, seed):
+        """Test relationship between SchedulePlan and TimeSlot."""
+        plan = SchedulePlan(
+            user_id=seed["admin_user"].id,
+            slot_type=SlotType.WORK,
+            estimated_duration=30,
+            at_time=time(9, 0),
+            is_active=True,
+        )
+        db.add(plan)
+        db.commit()
+        db.refresh(plan)
+
+        # Create slots linked to the plan
+        for i in range(3):
+            slot = TimeSlot(
+                user_id=seed["admin_user"].id,
+                date=date(2026, 4, 1 + i),
+                slot_type=SlotType.WORK,
+                estimated_duration=30,
+                scheduled_at=time(9, 0),
+                status=SlotStatus.NOT_STARTED,
+                priority=0,
+                plan_id=plan.id,
+            )
+            db.add(slot)
+        db.commit()
+
+        # Refresh to get relationship
+        db.refresh(plan)
+        materialized = plan.materialized_slots.all()
+        assert len(materialized) == 3
+        assert all(s.plan_id == plan.id for s in materialized)
+
+    def test_plan_is_active_default_true(self, db, seed):
+        """Test that is_active defaults to True."""
+        plan = SchedulePlan(
+            user_id=seed["admin_user"].id,
+            slot_type=SlotType.WORK,
+            estimated_duration=30,
+            at_time=time(9, 0),
+        )
+        db.add(plan)
+        db.commit()
+        db.refresh(plan)
+
+        assert plan.is_active is True
+
+    def test_plan_soft_delete(self, db, seed):
+        """Test soft delete by setting is_active=False."""
+        plan = SchedulePlan(
+            user_id=seed["admin_user"].id,
+            slot_type=SlotType.WORK,
+            estimated_duration=30,
+            at_time=time(9, 0),
+            is_active=True,
+        )
+        db.add(plan)
+        db.commit()
+        db.refresh(plan)
+
+        # Soft delete
+        plan.is_active = False
+        db.commit()
+        db.refresh(plan)
+
+        assert plan.is_active is False
+
+    def test_plan_timestamps(self, db, seed):
+        """Test that created_at is set automatically."""
+        plan = SchedulePlan(
+            user_id=seed["admin_user"].id,
+            slot_type=SlotType.WORK,
+            estimated_duration=30,
+            at_time=time(9, 0),
+            is_active=True,
+        )
+        db.add(plan)
+        db.commit()
+        db.refresh(plan)
+
+        assert plan.created_at is not None
+        assert isinstance(plan.created_at, datetime)
+
+
+# ---------------------------------------------------------------------------
+# Combined Model Tests
+# ---------------------------------------------------------------------------
+
+class TestCalendarModelsCombined:
+    """Tests for interactions between TimeSlot and SchedulePlan."""
+
+    def test_plan_to_slots_cascade_behavior(self, db, seed):
+        """Test that deleting a plan doesn't delete materialized slots."""
+        plan = SchedulePlan(
+            user_id=seed["admin_user"].id,
+            slot_type=SlotType.WORK,
+            estimated_duration=30,
+            at_time=time(9, 0),
+            is_active=True,
+        )
+        db.add(plan)
+        db.commit()
+        db.refresh(plan)
+
+        # Create slots linked to the plan
+        for i in range(3):
+            slot = TimeSlot(
+                user_id=seed["admin_user"].id,
+                date=date(2026, 4, 1 + i),
+                slot_type=SlotType.WORK,
+                estimated_duration=30,
+                scheduled_at=time(9, 0),
+                status=SlotStatus.NOT_STARTED,
+                priority=0,
+                plan_id=plan.id,
+            )
+            db.add(slot)
+        db.commit()
+
+        # Delete the plan (soft delete)
+        plan.is_active = False
+        db.commit()
+
+        # Slots should still exist
+        slots = db.query(TimeSlot).filter_by(user_id=seed["admin_user"].id).all()
+        assert len(slots) == 3
+        # plan_id should remain (not cascade deleted)
+        assert all(s.plan_id == plan.id for s in slots)
+
+    def test_multiple_plans_per_user(self, db, seed):
+        """Test that a user can have multiple plans."""
+        for i, slot_type in enumerate([SlotType.WORK, SlotType.ON_CALL, SlotType.ENTERTAINMENT]):
+            plan = SchedulePlan(
+                user_id=seed["admin_user"].id,
+                slot_type=slot_type,
+                estimated_duration=30,
+                at_time=time(9 + i, 0),
+                is_active=True,
+            )
+            db.add(plan)
+        db.commit()
+
+        plans = db.query(SchedulePlan).filter_by(
+            user_id=seed["admin_user"].id,
+            is_active=True
+        ).all()
+        assert len(plans) == 3
+
+    def test_multiple_slots_per_user(self, db, seed):
+        """Test that a user can have multiple slots on same day."""
+        target_date = date(2026, 4, 1)
+        for i in range(5):
+            slot = TimeSlot(
+                user_id=seed["admin_user"].id,
+                date=target_date,
+                slot_type=SlotType.WORK,
+                estimated_duration=10,
+                scheduled_at=time(9 + i, 0),
+                status=SlotStatus.NOT_STARTED,
+                priority=i,
+            )
+            db.add(slot)
+        db.commit()
+
+        slots = db.query(TimeSlot).filter_by(
+            user_id=seed["admin_user"].id,
+            date=target_date
+        ).all()
+        assert len(slots) == 5
+        # Check ordering by scheduled_at
+        times = [s.scheduled_at for s in sorted(slots, key=lambda x: x.scheduled_at)]
+        assert times == [time(9, 0), time(10, 0), time(11, 0), time(12, 0), time(13, 0)]
+
+    def test_different_users_isolated(self, db, seed):
+        """Test that users cannot see each other's slots/plans."""
+        # Create plan and slot for admin
+        admin_plan = SchedulePlan(
+            user_id=seed["admin_user"].id,
+            slot_type=SlotType.WORK,
+            estimated_duration=30,
+            at_time=time(9, 0),
+            is_active=True,
+        )
+        db.add(admin_plan)
+
+        admin_slot = TimeSlot(
+            user_id=seed["admin_user"].id,
+            date=date(2026, 4, 1),
+            slot_type=SlotType.WORK,
+            estimated_duration=30,
+            scheduled_at=time(9, 0),
+            status=SlotStatus.NOT_STARTED,
+            priority=0,
+        )
+        db.add(admin_slot)
+
+        # Create plan and slot for dev user
+        dev_plan = SchedulePlan(
+            user_id=seed["dev_user"].id,
+            slot_type=SlotType.ON_CALL,
+            estimated_duration=45,
+            at_time=time(14, 0),
+            is_active=True,
+        )
+        db.add(dev_plan)
+
+        dev_slot = TimeSlot(
+            user_id=seed["dev_user"].id,
+            date=date(2026, 4, 1),
+            slot_type=SlotType.ON_CALL,
+            estimated_duration=45,
+            scheduled_at=time(14, 0),
+            status=SlotStatus.NOT_STARTED,
+            priority=0,
+        )
+        db.add(dev_slot)
+
+        db.commit()
+
+        # Verify isolation
+        admin_slots = db.query(TimeSlot).filter_by(user_id=seed["admin_user"].id).all()
+        dev_slots = db.query(TimeSlot).filter_by(user_id=seed["dev_user"].id).all()
+
+        assert len(admin_slots) == 1
+        assert len(dev_slots) == 1
+        assert admin_slots[0].slot_type == SlotType.WORK
+        assert dev_slots[0].slot_type == SlotType.ON_CALL
+
+        admin_plans = db.query(SchedulePlan).filter_by(user_id=seed["admin_user"].id).all()
+        dev_plans = db.query(SchedulePlan).filter_by(user_id=seed["dev_user"].id).all()
+
+        assert len(admin_plans) == 1
+        assert len(dev_plans) == 1

tests/test_slot_competition.py

@@ -0,0 +1,164 @@
+"""Tests for BE-AGT-003 — multi-slot competition handling.
+
+Covers:
+  - Winner selection (highest priority)
+  - Remaining slots marked Deferred with priority += 1
+  - Priority capping at MAX_PRIORITY (99)
+  - Empty input edge case
+  - Single slot (no competition)
+  - defer_all_slots when agent is not idle
+"""
+
+import pytest
+from datetime import date, time
+
+from app.models.calendar import SlotStatus, SlotType, TimeSlot
+from app.services.slot_competition import (
+    CompetitionResult,
+    MAX_PRIORITY,
+    defer_all_slots,
+    resolve_slot_competition,
+)
+
+
+def _make_slot(db, user_id: int, *, priority: int, status=SlotStatus.NOT_STARTED) -> TimeSlot:
+    """Helper — create a minimal TimeSlot in the test DB."""
+    slot = TimeSlot(
+        user_id=user_id,
+        date=date(2026, 4, 1),
+        slot_type=SlotType.WORK,
+        estimated_duration=30,
+        scheduled_at=time(9, 0),
+        priority=priority,
+        status=status,
+    )
+    db.add(slot)
+    db.flush()
+    return slot
+
+
+# ---------------------------------------------------------------------------
+# resolve_slot_competition
+# ---------------------------------------------------------------------------
+
+class TestResolveSlotCompetition:
+    """Tests for resolve_slot_competition."""
+
+    def test_empty_input(self, db, seed):
+        result = resolve_slot_competition(db, [])
+        assert result.winner is None
+        assert result.deferred == []
+
+    def test_single_slot_no_competition(self, db, seed):
+        slot = _make_slot(db, 1, priority=50)
+        result = resolve_slot_competition(db, [slot])
+
+        assert result.winner is slot
+        assert result.deferred == []
+        # Winner should NOT be modified
+        assert slot.status == SlotStatus.NOT_STARTED
+        assert slot.priority == 50
+
+    def test_winner_is_first_slot(self, db, seed):
+        """Input is pre-sorted by priority desc; first slot wins."""
+        high = _make_slot(db, 1, priority=80)
+        mid = _make_slot(db, 1, priority=50)
+        low = _make_slot(db, 1, priority=10)
+        slots = [high, mid, low]
+
+        result = resolve_slot_competition(db, slots)
+
+        assert result.winner is high
+        assert len(result.deferred) == 2
+        assert mid in result.deferred
+        assert low in result.deferred
+
+    def test_deferred_slots_status_and_priority(self, db, seed):
+        """Deferred slots get status=DEFERRED and priority += 1."""
+        winner = _make_slot(db, 1, priority=80)
+        loser1 = _make_slot(db, 1, priority=50)
+        loser2 = _make_slot(db, 1, priority=10)
+
+        resolve_slot_competition(db, [winner, loser1, loser2])
+
+        # Winner untouched
+        assert winner.status == SlotStatus.NOT_STARTED
+        assert winner.priority == 80
+
+        # Losers deferred + bumped
+        assert loser1.status == SlotStatus.DEFERRED
+        assert loser1.priority == 51
+
+        assert loser2.status == SlotStatus.DEFERRED
+        assert loser2.priority == 11
+
+    def test_priority_capped_at_max(self, db, seed):
+        """Priority bump should not exceed MAX_PRIORITY."""
+        winner = _make_slot(db, 1, priority=99)
+        at_cap = _make_slot(db, 1, priority=99)
+
+        resolve_slot_competition(db, [winner, at_cap])
+
+        assert at_cap.status == SlotStatus.DEFERRED
+        assert at_cap.priority == MAX_PRIORITY  # stays at 99, not 100
+
+    def test_already_deferred_slots_get_bumped(self, db, seed):
+        """Slots that were already DEFERRED still get priority bumped."""
+        winner = _make_slot(db, 1, priority=90)
+        already_deferred = _make_slot(db, 1, priority=40, status=SlotStatus.DEFERRED)
+
+        result = resolve_slot_competition(db, [winner, already_deferred])
+
+        assert already_deferred.status == SlotStatus.DEFERRED
+        assert already_deferred.priority == 41
+
+    def test_tie_breaking_first_wins(self, db, seed):
+        """When priorities are equal, the first in the list wins."""
+        a = _make_slot(db, 1, priority=50)
+        b = _make_slot(db, 1, priority=50)
+
+        result = resolve_slot_competition(db, [a, b])
+
+        assert result.winner is a
+        assert b in result.deferred
+        assert b.status == SlotStatus.DEFERRED
+
+
+# ---------------------------------------------------------------------------
+# defer_all_slots
+# ---------------------------------------------------------------------------
+
+class TestDeferAllSlots:
+    """Tests for defer_all_slots (agent not idle)."""
+
+    def test_empty_input(self, db, seed):
+        result = defer_all_slots(db, [])
+        assert result == []
+
+    def test_all_slots_deferred(self, db, seed):
+        s1 = _make_slot(db, 1, priority=70)
+        s2 = _make_slot(db, 1, priority=30)
+
+        result = defer_all_slots(db, [s1, s2])
+
+        assert len(result) == 2
+        assert s1.status == SlotStatus.DEFERRED
+        assert s1.priority == 71
+        assert s2.status == SlotStatus.DEFERRED
+        assert s2.priority == 31
+
+    def test_priority_cap_in_defer_all(self, db, seed):
+        s = _make_slot(db, 1, priority=99)
+
+        defer_all_slots(db, [s])
+
+        assert s.priority == MAX_PRIORITY
+
+    def test_already_deferred_still_bumped(self, db, seed):
+        """Even if already DEFERRED, priority still increases."""
+        s = _make_slot(db, 1, priority=45, status=SlotStatus.DEFERRED)
+
+        defer_all_slots(db, [s])
+
+        assert s.status == SlotStatus.DEFERRED
+        assert s.priority == 46