diff --git a/ARCHITECTURE.md b/ARCHITECTURE.md
index b66c7cde7..25f887fe9 100644
--- a/ARCHITECTURE.md
+++ b/ARCHITECTURE.md
@@ -855,7 +855,17 @@ the same `persist_edges_for_post` Keyman ingestion already uses. A person R&R
actor is opportunistically joined to an existing `cataloged_person` row
by name (never originated by R&R itself -- documented gap in the ADR:
`cataloged_person` needs `person_side_code`, which R&R's prompt does
-not currently capture).
+not currently capture). ADR 0019 stores that resolved catalog id on
+`post_summary_role` (`cataloged_team_id` /
+`cataloged_corporate_entity_id` / `cataloged_person_id`, ADR 0019 /
+0021) so a later read does not rejoin `corporate_entity` by
+`entity_name`. Fetch returns the person foreign key as
+`catalog_node_id` the same way. Historical backfill leaves a role
+unbound when two same-named mentions already exist on the post.
+Open a post whose R&R names an organization that shares a display name
+with another catalog row: the chip keeps the id persist stored. Click
+it to walk that organization, not the homonym. Click a person chip to
+walk the stored person even when Keyman was not extracted on that post.
## Phase 12: a real counterparty organization is auto-created, not left permanently unresolved
diff --git a/CHANGELOG.d/0.86.3-role-person-catalog-identity.md b/CHANGELOG.d/0.86.3-role-person-catalog-identity.md
new file mode 100644
index 000000000..d47037bc8
--- /dev/null
+++ b/CHANGELOG.d/0.86.3-role-person-catalog-identity.md
@@ -0,0 +1,3 @@
+R&R person chips read the stored catalog id. Historical person backfill
+leaves homonym mentions unbound. A Pending run detail says reconstruction
+has not started yet.
diff --git a/CHANGELOG.md b/CHANGELOG.md
index 13aeb02f9..1aa9c7594 100644
--- a/CHANGELOG.md
+++ b/CHANGELOG.md
@@ -4,6 +4,19 @@ All notable changes to this project are documented here. Format follows
[Keep a Changelog](https://keepachangelog.com/en/1.1.0/); versioning follows
[Semantic Versioning](https://semver.org/spec/v2.0.0.html).
+## [0.86.3] - 2026-08-16
+
+### Fixed
+
+- R&R person chips now read `cataloged_person_id` from
+ `post_summary_role` (ADR 0021). Open a post whose R&R names a
+ cataloged person: the chip is a button even when Keyman extraction
+ was not run on that post. Click it to walk that person, not a later
+ same-named row. Historical backfill leaves a role unbound when two
+ same-named mentions already exist.
+- Request a lineage reconstruction: the opened Pending panel says
+ reconstruction has not started yet.
+
## [0.86.2] - 2026-08-16
### Fixed
diff --git a/CLAUDE.md b/CLAUDE.md
index a11127584..1baf0f59e 100644
--- a/CLAUDE.md
+++ b/CLAUDE.md
@@ -20,3 +20,7 @@ Opening a cutoff title shows the live post -- compare it with the
cutoff before treating the body as reconstructed evidence (ADR 0016).
`POST /api/analysis-runs` records Pending on an authorized
cutoff capture (ADR 0017) and does not reconstruct lineage.
+R&R chips read the catalog id stored on `post_summary_role`
+(ADR 0019 / 0021), including `cataloged_person_id`. Do not rejoin
+`corporate_entity` by `entity_name`. Historical backfill leaves a
+role unbound when two same-named mentions already exist on the post.
diff --git a/backend/app/post_summary_ingestion.py b/backend/app/post_summary_ingestion.py
index 3febf9b21..b1c2e8c32 100644
--- a/backend/app/post_summary_ingestion.py
+++ b/backend/app/post_summary_ingestion.py
@@ -35,7 +35,11 @@
NullCorporateHierarchyInferenceClient,
)
from lineageweave.fixtures import fixture_thread_cast
-from lineageweave.knowledge_graph import NODE_CORPORATE_ENTITY, NODE_TEAM
+from lineageweave.knowledge_graph import (
+ NODE_CORPORATE_ENTITY,
+ NODE_PERSON,
+ NODE_TEAM,
+)
from lineageweave.ontology import ontology_annotations
from lineageweave.post_summary import (
ACTOR_TYPE_ORGANIZATION,
@@ -61,8 +65,8 @@ async def fetch_persisted_summary(
"""Return the stored summary payload, or None when none has been written.
``catalog_node_id`` comes from the role row's catalog foreign keys
- (ADR 0019). This function does not join ``corporate_entity`` by
- ``entity_name``.
+ (ADR 0019 / 0021). This function does not join ``corporate_entity``
+ by ``entity_name``. Person chips read ``cataloged_person_id``.
"""
header = await conn.fetchrow(
"select korean_summary from post_summary_result where post_id = $1",
@@ -79,7 +83,8 @@ async def fetch_persisted_summary(
select role.actor_name, role.responsibility, role.actor_type_code,
role.affiliated_organization_name,
role.cataloged_team_id,
- role.cataloged_corporate_entity_id
+ role.cataloged_corporate_entity_id,
+ role.cataloged_person_id
from post_summary_role role
where role.post_id = $1
order by role.actor_name
@@ -96,6 +101,9 @@ async def fetch_persisted_summary(
elif row["cataloged_corporate_entity_id"] is not None:
catalog_node_id = str(row["cataloged_corporate_entity_id"])
catalog_node_type_code = NODE_CORPORATE_ENTITY
+ elif row["cataloged_person_id"] is not None:
+ catalog_node_id = str(row["cataloged_person_id"])
+ catalog_node_type_code = NODE_PERSON
payload_roles.append(
{
"actor_name": row["actor_name"],
@@ -215,6 +223,7 @@ async def _replace_summary_projection(
for role_index, role in enumerate(summary.roles_and_responsibilities):
cataloged_team_id = None
cataloged_corporate_entity_id = None
+ cataloged_person_id = None
if role.actor_type_code == ACTOR_TYPE_TEAM:
cataloged_team_id = await upsert_team(
conn,
@@ -226,12 +235,21 @@ async def _replace_summary_projection(
cataloged_corporate_entity_id = resolved_organization_ids.get(
role_index
)
+ elif role.actor_type_code == ACTOR_TYPE_PERSON:
+ person_row = await conn.fetchrow(
+ "select person_id from cataloged_person "
+ "where person_name = $1 "
+ "order by created_at, person_id limit 1",
+ role.actor_name,
+ )
+ if person_row is not None:
+ cataloged_person_id = str(person_row["person_id"])
await conn.execute(
"insert into post_summary_role "
"(post_id, actor_name, responsibility, actor_type_code, "
"affiliated_organization_name, cataloged_team_id, "
- "cataloged_corporate_entity_id) values "
- "($1, $2, $3, $4, $5, $6, $7)",
+ "cataloged_corporate_entity_id, cataloged_person_id) values "
+ "($1, $2, $3, $4, $5, $6, $7, $8)",
post_id,
role.actor_name,
role.responsibility,
@@ -239,6 +257,7 @@ async def _replace_summary_projection(
role.affiliated_organization_name,
cataloged_team_id,
cataloged_corporate_entity_id,
+ cataloged_person_id,
)
if cataloged_team_id is not None:
await conn.execute(
@@ -255,18 +274,13 @@ async def _replace_summary_projection(
post_id,
cataloged_corporate_entity_id,
)
- elif role.actor_type_code == ACTOR_TYPE_PERSON:
- person_row = await conn.fetchrow(
- "select person_id from cataloged_person where person_name = $1 limit 1",
- role.actor_name,
+ elif cataloged_person_id is not None:
+ await conn.execute(
+ "insert into post_summary_person_mention (post_id, person_id) "
+ "values ($1, $2) on conflict do nothing",
+ post_id,
+ cataloged_person_id,
)
- if person_row is not None:
- await conn.execute(
- "insert into post_summary_person_mention (post_id, person_id) "
- "values ($1, $2) on conflict do nothing",
- post_id,
- str(person_row["person_id"]),
- )
await persist_edges_for_post(conn, post_id)
diff --git a/backend/tests/test_api.py b/backend/tests/test_api.py
index 21c71bc9a..cbbcc77d7 100644
--- a/backend/tests/test_api.py
+++ b/backend/tests/test_api.py
@@ -1514,6 +1514,37 @@ def summarize(self, post_title: str, post_body: str) -> PostSummary:
assert role["catalog_node_type_code"] == "node_team"
+def test_organization_mentioned_only_on_other_corp_private_post_is_forbidden(
+ client, demo_analyst_token, seeded_db
+) -> None:
+ """A private org mention must not open the related walk through the UNION."""
+
+ admin_conn = psycopg2.connect(seeded_db["dsn"])
+ admin_conn.autocommit = True
+ try:
+ with admin_conn.cursor() as cur:
+ cur.execute(
+ "insert into corporate_entity "
+ "(corporate_entity_code, entity_name, entity_level_code) "
+ "values ('HIDDEN-MENTION', 'Hidden Mention Corp', 'company') "
+ "returning corporate_entity_id"
+ )
+ hidden_org_id = str(cur.fetchone()[0])
+ cur.execute(
+ "insert into post_organization_mention "
+ "(post_id, corporate_entity_id) values (%s, %s)",
+ (seeded_db["other_private_post_id"], hidden_org_id),
+ )
+ finally:
+ admin_conn.close()
+
+ response = client.get(
+ f"/api/corporate-entities/{hidden_org_id}/related",
+ headers={"Authorization": f"Bearer {demo_analyst_token}"},
+ )
+ assert response.status_code == 403
+
+
def test_organization_mention_only_posts_appear_in_entity_related(
client, demo_analyst_token, seeded_db
) -> None:
diff --git a/docker/postgres-init/Dockerfile b/docker/postgres-init/Dockerfile
index e394d376e..c46f1e6a0 100644
--- a/docker/postgres-init/Dockerfile
+++ b/docker/postgres-init/Dockerfile
@@ -25,6 +25,7 @@ COPY migrations/0016_cross_post_actor_identity.sql /docker-entrypoint-initdb.d/1
COPY migrations/0017_prov_o_standard_relations.sql /docker-entrypoint-initdb.d/18-prov-o-standard-relations.sql
COPY migrations/0018_analysis_run_registry.sql /docker-entrypoint-initdb.d/19-analysis-run-registry.sql
COPY migrations/0019_role_catalog_identity.sql /docker-entrypoint-initdb.d/20-role-catalog-identity.sql
+COPY migrations/0021_role_person_catalog_identity.sql /docker-entrypoint-initdb.d/21-role-person-catalog-identity.sql
# Official image already drops to this account at runtime; declare it so
# the Dockerfile itself satisfies DS-0002 (explicit non-root USER).
USER postgres
diff --git a/docs/adr/0009-cross-post-actor-identity.md b/docs/adr/0009-cross-post-actor-identity.md
index 7bdbfa091..ad10e6c56 100644
--- a/docs/adr/0009-cross-post-actor-identity.md
+++ b/docs/adr/0009-cross-post-actor-identity.md
@@ -121,7 +121,9 @@ Depends on [ADR 0006](0006-role-responsibility-agent-ontology.md) and
[ADR 0007](0007-team-actor-type.md) (actor *type*) and
`lineageweave.corporate_hierarchy_resolution` (Bhattacharya & Getoor,
2007, cited there) for the organization-matching this ADR reuses rather
-than re-deriving.
+than re-deriving. [ADR 0019](0019-role-catalog-identity.md) stores the
+resolved catalog id on `post_summary_role` so fetch does not rejoin by
+display name.
## References (APA 7th)
diff --git a/docs/adr/0018-related-nodes-team-org-walk.md b/docs/adr/0018-related-nodes-team-org-walk.md
index ae0a1c331..59eeb48f0 100644
--- a/docs/adr/0018-related-nodes-team-org-walk.md
+++ b/docs/adr/0018-related-nodes-team-org-walk.md
@@ -49,6 +49,8 @@ Thread-group run list visibility requires at least one ABAC-visible
organization chip.
- A later public post in a thread group no longer lists a January run
that could not have known that post.
+- Catalog ids on those chips come from `post_summary_role` (ADR 0019).
+ Do not rejoin `corporate_entity` by `entity_name`.
## References
diff --git a/docs/adr/0019-role-catalog-identity.md b/docs/adr/0019-role-catalog-identity.md
index 32b5d0a09..673fab53a 100644
--- a/docs/adr/0019-role-catalog-identity.md
+++ b/docs/adr/0019-role-catalog-identity.md
@@ -31,7 +31,8 @@ not.
`post_summary_role` stores the resolved catalog foreign keys
(`cataloged_team_id`, `cataloged_corporate_entity_id`) written during
`persist_post_summary`. `fetch_persisted_summary` reads those columns.
-It does not join `corporate_entity` by `entity_name`.
+It does not join `corporate_entity` by `entity_name`. Person identity
+is ADR 0021 (`cataloged_person_id`).
Migration `0019_role_catalog_identity.sql` backfills existing rows from
a post-scoped mention only when the name match is unique on that post.
diff --git a/docs/adr/0021-role-person-catalog-identity.md b/docs/adr/0021-role-person-catalog-identity.md
new file mode 100644
index 000000000..755f9e9a6
--- /dev/null
+++ b/docs/adr/0021-role-person-catalog-identity.md
@@ -0,0 +1,52 @@
+# ADR 0021 — Persist the R&R person catalog identity on the role row
+
+**Decision status:** Accepted
+**Date:** 2026-08-16
+**Depends on:** ADR 0009 cross-post actor identity; ADR 0019 role catalog
+identity
+
+## Context
+
+ADR 0019 stores `cataloged_team_id` and `cataloged_corporate_entity_id`
+on `post_summary_role` so fetch does not rejoin by display name. Person
+actors were still joined at read time by `person_name`, or dropped from
+the payload entirely. Two people can share a display name. A later
+Keyman row with the same name then steals the chip, and a person named
+only in R&R (Keyman not extracted on that post) has no button.
+
+Fellegi and Sunter (1969) treat a match decision as a binding to one
+record, not a later re-search by a non-unique attribute.
+
+## Decision
+
+`post_summary_role` stores `cataloged_person_id` written during
+`persist_post_summary`. `fetch_persisted_summary` reads that column into
+`catalog_node_id` / `node_person`. Person lookup, when it still resolves
+by name, orders by `created_at`, then `person_id`. It still does not
+create a new `cataloged_person` row (ADR 0009 gap).
+
+Migration `0021_role_person_catalog_identity.sql` backfills existing
+rows from a post-scoped mention only when the name match is unique on
+that post (`HAVING count(*) = 1`). Two same-named mentions stay unbound.
+
+At most one of `cataloged_team_id`, `cataloged_corporate_entity_id`, and
+`cataloged_person_id` is set, and the set column must match
+`actor_type_code`.
+
+## Consequences
+
+- Open a post whose R&R names a cataloged person. The chip is a button
+ even when Keyman extraction was not run on that post. Click it to walk
+ that person, not a later same-named row.
+- Pre-0021 rows with two same-named mentions stay unbound until an
+ operator re-persists the summary. Do not guess a UUID at migrate time.
+
+## References
+
+Fellegi, I. P., & Sunter, A. B. (1969). A theory for record linkage.
+*Journal of the American Statistical Association, 64*(328), 1183–1210.
+https://doi.org/10.1080/01621459.1969.10501049
+
+Bhattacharya, I., & Getoor, L. (2007). Collective entity resolution in
+relational data. *ACM Transactions on Knowledge Discovery from Data,
+1*(1), Article 5. https://doi.org/10.1145/1217299.1217304
diff --git a/docs/doctoring/ROLE_CATALOG_IDENTITY_REFERENCES.md b/docs/doctoring/ROLE_CATALOG_IDENTITY_REFERENCES.md
new file mode 100644
index 000000000..46fa9c9a0
--- /dev/null
+++ b/docs/doctoring/ROLE_CATALOG_IDENTITY_REFERENCES.md
@@ -0,0 +1,22 @@
+# R&R catalog identity — doctoring
+
+These are the standards and papers that ground ADR 0019 and ADR 0021.
+Cite them in APA 7th when you extend role identity binding or
+related-node authorization.
+
+Bhattacharya, I., & Getoor, L. (2007). Collective entity resolution in
+relational data. *ACM Transactions on Knowledge Discovery from Data,
+1*(1), Article 5. https://doi.org/10.1145/1217299.1217304
+
+Fellegi, I. P., & Sunter, A. B. (1969). A theory for record linkage.
+*Journal of the American Statistical Association, 64*(328), 1183–1210.
+https://doi.org/10.1080/01621459.1969.10501049
+
+Hu, V. C., Ferraiolo, D., Kuhn, R., Schnitzer, A., Sandlin, K.,
+Miller, R., & Scarfone, K. (2014). *Guide to attribute based access
+control (ABAC) definition and considerations* (NIST Special Publication
+800-162). National Institute of Standards and Technology.
+https://doi.org/10.6028/NIST.SP.800-162
+
+Reynolds, D. (Ed.). (2014). *The organization ontology*. World Wide Web
+Consortium. https://www.w3.org/TR/vocab-org/
diff --git a/frontend/package.json b/frontend/package.json
index fb52f7948..b5209226e 100644
--- a/frontend/package.json
+++ b/frontend/package.json
@@ -1,7 +1,7 @@
{
"name": "frontend",
"private": true,
- "version": "0.86.2",
+ "version": "0.86.3",
"type": "module",
"scripts": {
"dev": "vite",
diff --git a/frontend/src/App.test.tsx b/frontend/src/App.test.tsx
index 65d25259b..e04dbe119 100644
--- a/frontend/src/App.test.tsx
+++ b/frontend/src/App.test.tsx
@@ -730,6 +730,8 @@ describe("App, authenticated", () => {
responsibility: "고객 측 수신",
actor_type_code: "prov_person",
affiliated_organization_name: "Northridge Grid",
+ catalog_node_id: "person-priya",
+ catalog_node_type_code: "node_person",
},
{
actor_name: "당사",
@@ -1150,6 +1152,7 @@ describe("App, authenticated", () => {
expect(screen.getByText("첫 번째 이벤트")).toBeInTheDocument();
expect(screen.getByText(/우리 측 후속/)).toBeInTheDocument();
expect(screen.getByRole("button", { name: "R&R Keyman: Ada West" })).toBeInTheDocument();
+ expect(screen.getByRole("button", { name: "R&R person: Priya Nair" })).toBeInTheDocument();
expect(screen.getByText("당사").closest("li")).toHaveTextContent("Organization");
expect(screen.queryByRole("button", { name: "R&R Keyman: 당사" })).not.toBeInTheDocument();
await waitFor(() => expect(screen.getByText("간접")).toBeInTheDocument());
@@ -1340,6 +1343,17 @@ describe("App, authenticated", () => {
);
});
+ it("opens related nodes from an R&R person catalog id", async () => {
+ stubBackend();
+ render(
{selectedNextAction}
}