feat: plan shadow decisions from leased generation

ruoyi-admin/src/main/java/com/ruoyi/algorithm/shadow/InboundShadowObservation.java

@@ -2,18 +2,25 @@ package com.ruoyi.algorithm.shadow;
 
 public record InboundShadowObservation(
         boolean observed,
+        long snapshotGeneration,
         String warehouseId,
         String requestId,
         String resultCode,
         String proposedSpaceId,
         String reason) {
 
-    public static InboundShadowObservation empty() {
-        return new InboundShadowObservation(false, null, null, "NOT_OBSERVED", null, null);
+    public InboundShadowObservation(boolean observed, String warehouseId, String requestId,
+            String resultCode, String proposedSpaceId, String reason) {
+        this(observed, 0L, warehouseId, requestId, resultCode, proposedSpaceId, reason);
     }
 
-    public static InboundShadowObservation unavailable(String warehouseId, String requestId,
-            String resultCode, String reason) {
-        return new InboundShadowObservation(true, warehouseId, requestId, resultCode, null, reason);
+    public static InboundShadowObservation empty() {
+        return new InboundShadowObservation(false, 0L, null, null, "NOT_OBSERVED", null, null);
+    }
+
+    public static InboundShadowObservation unavailable(long snapshotGeneration, String warehouseId,
+            String requestId, String resultCode, String reason) {
+        return new InboundShadowObservation(true, snapshotGeneration, warehouseId, requestId,
+                resultCode, null, reason);
     }
 }

ruoyi-admin/src/main/java/com/ruoyi/algorithm/shadow/OutboundShadowObservation.java

@@ -2,6 +2,7 @@ package com.ruoyi.algorithm.shadow;
 
 public record OutboundShadowObservation(
         boolean observed,
+        long snapshotGeneration,
         String warehouseId,
         String requestId,
         String resultCode,
@@ -9,12 +10,18 @@ public record OutboundShadowObservation(
         String proposedSpaceId,
         String reason) {
 
-    public static OutboundShadowObservation empty() {
-        return new OutboundShadowObservation(false, null, null, "NOT_OBSERVED", null, null, null);
+    public OutboundShadowObservation(boolean observed, String warehouseId, String requestId,
+            String resultCode, String proposedStockId, String proposedSpaceId, String reason) {
+        this(observed, 0L, warehouseId, requestId, resultCode, proposedStockId, proposedSpaceId, reason);
     }
 
-    public static OutboundShadowObservation unavailable(String warehouseId, String requestId,
-            String resultCode, String reason) {
-        return new OutboundShadowObservation(true, warehouseId, requestId, resultCode, null, null, reason);
+    public static OutboundShadowObservation empty() {
+        return new OutboundShadowObservation(false, 0L, null, null, "NOT_OBSERVED", null, null, null);
+    }
+
+    public static OutboundShadowObservation unavailable(long snapshotGeneration, String warehouseId,
+            String requestId, String resultCode, String reason) {
+        return new OutboundShadowObservation(true, snapshotGeneration, warehouseId, requestId,
+                resultCode, null, null, reason);
     }
 }

ruoyi-admin/src/main/java/com/ruoyi/algorithm/shadow/ShadowInboundReference.java

@@ -7,6 +7,7 @@ public class ShadowInboundReference {
     private String projectNo;
     private String productId;
     private String lotNo;
+    private Integer shadowCandidateCount;
 
     public String getRequestId() {
         return requestId;
@@ -55,4 +56,12 @@ public class ShadowInboundReference {
     public void setLotNo(String lotNo) {
         this.lotNo = lotNo;
     }
+
+    public Integer getShadowCandidateCount() {
+        return shadowCandidateCount;
+    }
+
+    public void setShadowCandidateCount(Integer shadowCandidateCount) {
+        this.shadowCandidateCount = shadowCandidateCount;
+    }
 }

ruoyi-admin/src/main/java/com/ruoyi/algorithm/shadow/ShadowPlanningEngine.java

@@ -12,12 +12,17 @@ import org.springframework.transaction.PlatformTransactionManager;
 import org.springframework.transaction.TransactionDefinition;
 import org.springframework.transaction.support.TransactionTemplate;
 
+import java.time.Instant;
 import java.util.Objects;
 import java.util.Set;
 import java.util.UUID;
+import java.util.function.Supplier;
 
 @Component
 public class ShadowPlanningEngine {
+    private static final int INSTANCE_STALE_SECONDS = 120;
+    private static final String PUBLISHED = "PUBLISHED";
+
     private final SchedulingFacade schedulingFacade;
     private final ShadowInputMapper inputMapper;
     private final ShadowObservationProperties properties;
@@ -35,159 +40,313 @@ public class ShadowPlanningEngine {
     }
 
     public InboundShadowObservation planInbound(String taskNo, String trayNo) {
-        return transactions.execute(status -> planInboundInsideTransaction(taskNo, trayNo));
+        throw leasedSnapshotRequired();
     }
 
     public OutboundShadowObservation planProjectOutbound(String stockoutDetailId) {
-        return transactions.execute(status -> {
-            ShadowStockReference reference = inputMapper.selectProjectOutboundReference(stockoutDetailId);
-            String warehouseId = warehouseId(reference == null ? null : reference.getWarehouseId());
-            if (reference == null || isBlank(reference.getProjectNo())) {
-                return OutboundShadowObservation.unavailable(warehouseId, stockoutDetailId,
-                        "SKIPPED_MISSING_PROJECT", "No project number was available for shadow planning");
-            }
-            OutboundRequest request = new OutboundRequest(stockoutDetailId, null,
-                    reference.getProjectNo(), reference.getProductId(), null, null, null, true);
-            return toOutboundObservation(warehouseId, reference.getRequestId(), reference,
-                    schedulingFacade.planOutbound(warehouseId, request));
-        });
+        throw leasedSnapshotRequired();
     }
 
     public OutboundShadowObservation planExactStockOutbound(String stockoutDetailId, String stockId) {
+        throw leasedSnapshotRequired();
+    }
+
+    public PublishedShadowSnapshot refreshSnapshot(long generation, String instanceId) {
+        if (generation <= 0) {
+            throw new IllegalArgumentException("shadow snapshot generation must be positive");
+        }
+        if (isBlank(instanceId)) {
+            throw new IllegalArgumentException("shadow snapshot instanceId is required");
+        }
+        String warehouseId = configuredWarehouseId();
         return transactions.execute(status -> {
-            ShadowStockReference reference = inputMapper.selectStockReference(stockId);
-            String warehouseId = warehouseId(reference == null ? null : reference.getWarehouseId());
+            if (!inputMapper.claimInstance(warehouseId, instanceId, INSTANCE_STALE_SECONDS)) {
+                throw new IllegalStateException("could not claim shadow snapshot refresh for warehouse " + warehouseId);
+            }
+            inputMapper.refreshSnapshot(warehouseId, generation, instanceId);
+            return toPublishedSnapshot(inputMapper.selectPublishedSnapshot(warehouseId), generation, warehouseId);
+        });
+    }
+
+    public InboundShadowObservation planInbound(PublishedShadowSnapshot snapshot,
+            String taskNo, String trayNo) {
+        return planWithStableSnapshot(snapshot,
+                () -> planInboundInsideTransaction(snapshot, taskNo, trayNo));
+    }
+
+    public OutboundShadowObservation planProjectOutbound(PublishedShadowSnapshot snapshot,
+            String stockoutDetailId) {
+        return planWithStableSnapshot(snapshot, () -> {
+            String warehouseId = snapshot.warehouseId();
+            ShadowStockReference reference = inputMapper.selectProjectOutboundReference(
+                    warehouseId, snapshot.generation(), stockoutDetailId);
+            if (reference == null || isBlank(reference.getProjectNo())) {
+                return OutboundShadowObservation.unavailable(snapshot.generation(), warehouseId,
+                        stockoutDetailId, "SKIPPED_MISSING_PROJECT",
+                        outboundDiagnostic(snapshot, stockoutDetailId, reference,
+                                "No project number was available for shadow planning"));
+            }
+            OutboundRequest request = new OutboundRequest(stockoutDetailId, null,
+                    reference.getProjectNo(), reference.getProductId(), null, null, null, true);
+            return toOutboundObservation(snapshot, reference.getRequestId(), reference,
+                    schedulingFacade.planOutboundFromPublishedSnapshot(warehouseId, request));
+        });
+    }
+
+    public OutboundShadowObservation planExactStockOutbound(PublishedShadowSnapshot snapshot,
+            String stockoutDetailId, String stockId) {
+        return planWithStableSnapshot(snapshot, () -> {
+            String warehouseId = snapshot.warehouseId();
+            ShadowStockReference reference = inputMapper.selectStockReference(
+                    warehouseId, snapshot.generation(), stockId);
             if (reference == null || isBlank(reference.getTrayNo())) {
-                return OutboundShadowObservation.unavailable(warehouseId, stockoutDetailId,
-                        "SKIPPED_MISSING_STOCK", "Selected stock was unavailable to shadow planning");
+                return OutboundShadowObservation.unavailable(snapshot.generation(), warehouseId,
+                        stockoutDetailId, "SKIPPED_MISSING_STOCK",
+                        outboundDiagnostic(snapshot, stockoutDetailId, reference,
+                                "Selected stock was unavailable to shadow planning"));
             }
             OutboundRequest request = new OutboundRequest(stockoutDetailId, reference.getTrayNo(),
                     reference.getProjectNo(), reference.getProductId(), null, null, null, true);
-            return toOutboundObservation(warehouseId, stockoutDetailId, reference,
-                    schedulingFacade.planOutbound(warehouseId, request));
+            return toOutboundObservation(snapshot, stockoutDetailId, reference,
+                    schedulingFacade.planOutboundFromPublishedSnapshot(warehouseId, request));
         });
     }
 
     public void compareInbound(InboundShadowObservation observation, String legacyResultCode,
             String legacySpaceId) {
-        transactions.executeWithoutResult(status -> inputMapper.insertComparison(
+        Objects.requireNonNull(observation, "observation");
+        transactions.executeWithoutResult(status -> {
+            requirePublishedGeneration(observation.snapshotGeneration(), observation.warehouseId(),
+                    "published snapshot changed before comparison");
+            inputMapper.insertComparison(
                     UUID.randomUUID().toString(), observation.warehouseId(), "INBOUND_COMPARE",
+                    observation.snapshotGeneration(),
                     comparisonCode(observation.proposedSpaceId(), legacySpaceId),
-                "request=" + observation.requestId() + "; shadow=" + observation.resultCode()
+                    "snapshotGeneration=" + observation.snapshotGeneration()
+                            + "; request=" + observation.requestId()
+                            + "; shadow=" + observation.resultCode()
                             + "; proposedSpace=" + nullSafe(observation.proposedSpaceId())
                             + "; shadowReason=" + nullSafe(observation.reason())
                             + "; legacy=" + nullSafe(legacyResultCode)
-                        + "; legacySpace=" + nullSafe(legacySpaceId)));
+                            + "; legacySpace=" + nullSafe(legacySpaceId));
+        });
     }
 
     public void compareOutbound(OutboundShadowObservation observation, String legacyResultCode) {
-        transactions.executeWithoutResult(status -> inputMapper.insertComparison(
+        Objects.requireNonNull(observation, "observation");
+        transactions.executeWithoutResult(status -> {
+            requirePublishedGeneration(observation.snapshotGeneration(), observation.warehouseId(),
+                    "published snapshot changed before comparison");
+            inputMapper.insertComparison(
                     UUID.randomUUID().toString(), observation.warehouseId(), "OUTBOUND_COMPARE",
-                "LEGACY_" + nullSafe(legacyResultCode),
-                "request=" + observation.requestId() + "; shadow=" + observation.resultCode()
+                    observation.snapshotGeneration(), "LEGACY_" + nullSafe(legacyResultCode),
+                    "snapshotGeneration=" + observation.snapshotGeneration()
+                            + "; request=" + observation.requestId()
+                            + "; shadow=" + observation.resultCode()
                             + "; proposedStock=" + nullSafe(observation.proposedStockId())
                             + "; proposedSpace=" + nullSafe(observation.proposedSpaceId())
                             + "; shadowReason=" + nullSafe(observation.reason())
-                        + "; legacy=" + nullSafe(legacyResultCode)));
+                            + "; legacy=" + nullSafe(legacyResultCode));
+        });
     }
 
-    private InboundShadowObservation planInboundInsideTransaction(String taskNo, String trayNo) {
-        ShadowInboundReference reference = inputMapper.selectInboundInput(taskNo, trayNo);
-        String warehouseId = warehouseId(reference == null ? null : reference.getWarehouseId());
+    private InboundShadowObservation planInboundInsideTransaction(PublishedShadowSnapshot snapshot,
+            String taskNo, String trayNo) {
+        String warehouseId = snapshot.warehouseId();
+        ShadowInboundReference reference = inputMapper.selectInboundInput(
+                warehouseId, snapshot.generation(), taskNo, trayNo);
         if (reference == null || isBlank(reference.getRequestId()) || isBlank(reference.getTrayNo())) {
-            return InboundShadowObservation.unavailable(warehouseId, taskNo,
-                    "SKIPPED_MISSING_INPUT", "Inbound task details were unavailable to shadow planning");
+            return InboundShadowObservation.unavailable(snapshot.generation(), warehouseId, taskNo,
+                    "SKIPPED_MISSING_INPUT",
+                    inboundDiagnostic(snapshot, taskNo, trayNo, reference,
+                            "Inbound task details were unavailable to shadow planning"));
         }
         InboundRequest request = new InboundRequest(reference.getRequestId(), reference.getTrayNo(),
                 reference.getProjectNo(), reference.getProductId(), reference.getLotNo(),
                 null, null, null, Set.of(), null);
-        InboundPlanningResult result = schedulingFacade.planInbound(warehouseId, request);
+        InboundPlanningResult result = schedulingFacade.planInboundFromPublishedSnapshot(warehouseId, request);
         InboundPlan plan = result.plan();
         if (plan.assignment().isPresent()) {
             var assignment = plan.assignment().orElseThrow();
-            return new InboundShadowObservation(true, warehouseId, reference.getRequestId(),
-                    "READY", assignment.spaceId(), inboundDiagnostic(taskNo, trayNo, reference, assignment.reason()));
+            return new InboundShadowObservation(true, snapshot.generation(), warehouseId,
+                    reference.getRequestId(), "READY", assignment.spaceId(),
+                    inboundDiagnostic(snapshot, taskNo, trayNo, reference, assignment.reason()));
         }
         var rejection = plan.rejection().orElseThrow();
-        return InboundShadowObservation.unavailable(warehouseId, reference.getRequestId(),
-                "REJECTED_" + rejection.code().name(),
-                inboundDiagnostic(taskNo, trayNo, reference, rejection.reason()));
+        return InboundShadowObservation.unavailable(snapshot.generation(), warehouseId,
+                reference.getRequestId(), "REJECTED_" + rejection.code().name(),
+                inboundDiagnostic(snapshot, taskNo, trayNo, reference, rejection.reason()));
     }
 
-    private OutboundShadowObservation toOutboundObservation(String warehouseId, String requestId,
-            ShadowStockReference reference, OutboundPlan plan) {
+    private OutboundShadowObservation toOutboundObservation(PublishedShadowSnapshot snapshot,
+            String requestId, ShadowStockReference reference, OutboundPlan plan) {
         if (isBlank(requestId)) {
             requestId = plan.assignment().map(assignment -> assignment.requestId()).orElse(null);
         }
         if (plan.assignment().isPresent()) {
             var assignment = plan.assignment().orElseThrow();
-            return new OutboundShadowObservation(true, warehouseId, requestId, "READY",
-                    reference.getStockId(), assignment.sourceSpaceId(),
-                    outboundDiagnostic(requestId, reference, assignment.reason()));
+            return new OutboundShadowObservation(true, snapshot.generation(), snapshot.warehouseId(),
+                    requestId, "READY", reference.getStockId(), assignment.sourceSpaceId(),
+                    outboundDiagnostic(snapshot, requestId, reference, assignment.reason()));
         }
         if (plan.waiting().isPresent()) {
             var waiting = plan.waiting().orElseThrow();
-            return OutboundShadowObservation.unavailable(warehouseId, requestId,
-                    "WAITING_" + waiting.code().name(), outboundDiagnostic(requestId, reference, waiting.reason()));
+            return OutboundShadowObservation.unavailable(snapshot.generation(), snapshot.warehouseId(),
+                    requestId, "WAITING_" + waiting.code().name(),
+                    outboundDiagnostic(snapshot, requestId, reference, waiting.reason()));
         }
         var error = plan.error().orElseThrow();
-        return OutboundShadowObservation.unavailable(warehouseId, requestId,
-                "ERROR_" + error.code().name(), outboundDiagnostic(requestId, reference, error.message()));
+        return OutboundShadowObservation.unavailable(snapshot.generation(), snapshot.warehouseId(),
+                requestId, "ERROR_" + error.code().name(),
+                outboundDiagnostic(snapshot, requestId, reference, error.message()));
     }
 
-    private String warehouseId(String preferredWarehouseId) {
-        String configuredWarehouseId = isBlank(properties.getWarehouseId())
+    private <T> T planWithStableSnapshot(PublishedShadowSnapshot snapshot, Supplier<T> planner) {
+        validateLeasedSnapshot(snapshot);
+        return transactions.execute(status -> {
+            requirePublishedSnapshot(snapshot, "published snapshot changed during planning");
+            T result = planner.get();
+            requirePublishedSnapshot(snapshot, "published snapshot changed during planning");
+            return result;
+        });
+    }
+
+    private void validateLeasedSnapshot(PublishedShadowSnapshot snapshot) {
+        Objects.requireNonNull(snapshot, "snapshot");
+        if (snapshot.generation() <= 0) {
+            throw new IllegalArgumentException("leased shadow snapshot generation must be positive");
+        }
+        if (isBlank(snapshot.warehouseId())) {
+            throw new IllegalArgumentException("leased shadow snapshot warehouse is required");
+        }
+        if (!WarehouseIdNormalizer.equivalent(snapshot.warehouseId(), configuredWarehouseId())) {
+            throw new IllegalArgumentException("leased shadow snapshot warehouse does not match configured warehouse");
+        }
+        requireUppercaseHexSignature(snapshot.sourceSignature(), "leased shadow snapshot source signature");
+    }
+
+    private PublishedShadowSnapshot toPublishedSnapshot(ShadowSnapshotDescriptor descriptor,
+            long expectedGeneration, String expectedWarehouseId) {
+        if (descriptor == null) {
+            throw new IllegalStateException("published snapshot descriptor is missing");
+        }
+        if (!PUBLISHED.equals(descriptor.getSnapshotStatus())) {
+            throw new IllegalStateException("shadow snapshot descriptor must be PUBLISHED");
+        }
+        if (descriptor.getSnapshotGeneration() != expectedGeneration) {
+            throw new IllegalStateException("published snapshot generation does not match refreshed generation");
+        }
+        if (!WarehouseIdNormalizer.equivalent(descriptor.getWarehouseId(), expectedWarehouseId)) {
+            throw new IllegalStateException("published snapshot warehouse does not match refreshed warehouse");
+        }
+        if (descriptor.getSynchronizedAt() == null) {
+            throw new IllegalStateException("published snapshot synchronization time is missing");
+        }
+        requireUppercaseHexSignature(descriptor.getSourceSignature(), "published snapshot source signature");
+        return new PublishedShadowSnapshot(descriptor.getSnapshotGeneration(), descriptor.getWarehouseId(),
+                descriptor.getSynchronizedAt(), descriptor.getSourceSignature());
+    }
+
+    private void requirePublishedSnapshot(PublishedShadowSnapshot snapshot, String message) {
+        if (!matches(snapshot, inputMapper.selectPublishedSnapshot(snapshot.warehouseId()))) {
+            throw new IllegalStateException(message);
+        }
+    }
+
+    private void requirePublishedGeneration(long generation, String warehouseId, String message) {
+        if (generation <= 0 || isBlank(warehouseId)) {
+            throw new IllegalStateException(message);
+        }
+        ShadowSnapshotDescriptor descriptor = inputMapper.selectPublishedSnapshot(warehouseId);
+        if (descriptor == null
+                || !PUBLISHED.equals(descriptor.getSnapshotStatus())
+                || descriptor.getSnapshotGeneration() != generation
+                || !WarehouseIdNormalizer.equivalent(descriptor.getWarehouseId(), warehouseId)) {
+            throw new IllegalStateException(message);
+        }
+    }
+
+    private boolean matches(PublishedShadowSnapshot snapshot, ShadowSnapshotDescriptor descriptor) {
+        return descriptor != null
+                && PUBLISHED.equals(descriptor.getSnapshotStatus())
+                && descriptor.getSnapshotGeneration() == snapshot.generation()
+                && WarehouseIdNormalizer.equivalent(descriptor.getWarehouseId(), snapshot.warehouseId())
+                && Objects.equals(descriptor.getSynchronizedAt(), snapshot.synchronizedAt())
+                && Objects.equals(descriptor.getSourceSignature(), snapshot.sourceSignature());
+    }
+
+    private String configuredWarehouseId() {
+        String warehouseId = isBlank(properties.getWarehouseId())
                 ? schedulingFacade.defaultWarehouseId()
                 : properties.getWarehouseId();
-        if (!isBlank(preferredWarehouseId)) {
-            String normalizedPreferred = preferredWarehouseId.trim();
-            if (sameNumericWarehouse(normalizedPreferred, configuredWarehouseId)) {
-                return configuredWarehouseId;
+        if (isBlank(warehouseId)) {
+            throw new IllegalStateException("shadow warehouse is not configured");
         }
-            return normalizedPreferred;
-        }
-        return configuredWarehouseId;
+        return warehouseId.trim();
     }
 
-    private boolean sameNumericWarehouse(String first, String second) {
-        if (isBlank(first) || isBlank(second)) {
-            return false;
-        }
-        try {
-            return Integer.parseInt(first) == Integer.parseInt(second);
-        } catch (NumberFormatException ignored) {
-            return false;
-        }
+    private IllegalStateException leasedSnapshotRequired() {
+        return new IllegalStateException("published shadow snapshot lease is required");
     }
 
-    private String outboundDiagnostic(String requestId, ShadowStockReference reference, String resultReason) {
-        return "detail=" + nullSafe(requestId)
-                + "; project=" + nullSafe(reference.getProjectNo())
-                + "; product=" + nullSafe(reference.getProductId())
-                + "; tray=" + nullSafe(reference.getTrayNo())
-                + "; stock=" + nullSafe(reference.getStockId())
-                + "; snapshotSync=" + nullSafe(reference.getSnapshotSynchronizedAt())
-                + "; legacyMatches=" + numberOrUnknown(reference.getLiveMatchCount())
-                + "; shadowMatches=" + numberOrUnknown(reference.getShadowMatchCount())
+    private String outboundDiagnostic(PublishedShadowSnapshot snapshot, String requestId,
+            ShadowStockReference reference, String resultReason) {
+        return snapshotDiagnostic(snapshot)
+                + "; detail=" + nullSafe(requestId)
+                + "; rawWarehouse=" + nullSafe(reference == null ? null : reference.getWarehouseId())
+                + "; project=" + nullSafe(reference == null ? null : reference.getProjectNo())
+                + "; product=" + nullSafe(reference == null ? null : reference.getProductId())
+                + "; tray=" + nullSafe(reference == null ? null : reference.getTrayNo())
+                + "; stock=" + nullSafe(reference == null ? null : reference.getStockId())
+                + "; space=" + nullSafe(reference == null ? null : reference.getSpaceId())
+                + "; requestedQuantity=" + objectOrEmpty(
+                        reference == null ? null : reference.getRequestedQuantity())
+                + "; inputSnapshotSync=" + nullSafe(
+                        reference == null ? null : reference.getSnapshotSynchronizedAt())
+                + "; shadowMatches=" + numberOrUnknown(
+                        reference == null ? null : reference.getShadowMatchCount())
                 + "; reason=" + abbreviate(nullSafe(resultReason), 600);
     }
 
-    private String inboundDiagnostic(String taskNo, String trayNo, ShadowInboundReference reference,
-            String resultReason) {
-        return "task=" + nullSafe(taskNo)
+    private String inboundDiagnostic(PublishedShadowSnapshot snapshot, String taskNo, String trayNo,
+            ShadowInboundReference reference, String resultReason) {
+        return snapshotDiagnostic(snapshot)
+                + "; task=" + nullSafe(taskNo)
                 + "; tray=" + nullSafe(trayNo)
-                + "; request=" + nullSafe(reference.getRequestId())
-                + "; warehouse=" + nullSafe(reference.getWarehouseId())
-                + "; project=" + nullSafe(reference.getProjectNo())
-                + "; product=" + nullSafe(reference.getProductId())
-                + "; lot=" + nullSafe(reference.getLotNo())
+                + "; request=" + nullSafe(reference == null ? null : reference.getRequestId())
+                + "; rawWarehouse=" + nullSafe(reference == null ? null : reference.getWarehouseId())
+                + "; project=" + nullSafe(reference == null ? null : reference.getProjectNo())
+                + "; product=" + nullSafe(reference == null ? null : reference.getProductId())
+                + "; lot=" + nullSafe(reference == null ? null : reference.getLotNo())
+                + "; shadowCandidates=" + numberOrUnknown(
+                        reference == null ? null : reference.getShadowCandidateCount())
                 + "; reason=" + abbreviate(nullSafe(resultReason), 600);
     }
 
+    private String snapshotDiagnostic(PublishedShadowSnapshot snapshot) {
+        return "snapshotGeneration=" + snapshot.generation()
+                + "; snapshotSync=" + instantOrEmpty(snapshot.synchronizedAt())
+                + "; sourceSignature=" + nullSafe(snapshot.sourceSignature());
+    }
+
+    private void requireUppercaseHexSignature(String value, String description) {
+        if (isBlank(value) || !value.matches("[0-9A-F]+")) {
+            throw new IllegalStateException(description + " must be uppercase hexadecimal");
+        }
+    }
+
     private String numberOrUnknown(Integer value) {
         return value == null ? "" : value.toString();
     }
 
+    private String objectOrEmpty(Object value) {
+        return value == null ? "" : value.toString();
+    }
+
+    private String instantOrEmpty(Instant value) {
+        return value == null ? "" : value.toString();
+    }
+
     private String abbreviate(String value, int maxLength) {
         return value.length() <= maxLength ? value : value.substring(0, maxLength);
     }

ruoyi-admin/src/main/java/com/ruoyi/algorithm/shadow/ShadowSnapshotDescriptor.java

@@ -0,0 +1,51 @@
+package com.ruoyi.algorithm.shadow;
+
+import java.time.Instant;
+
+public class ShadowSnapshotDescriptor {
+    private long snapshotGeneration;
+    private String warehouseId;
+    private String snapshotStatus;
+    private Instant synchronizedAt;
+    private String sourceSignature;
+
+    public long getSnapshotGeneration() {
+        return snapshotGeneration;
+    }
+
+    public void setSnapshotGeneration(long snapshotGeneration) {
+        this.snapshotGeneration = snapshotGeneration;
+    }
+
+    public String getWarehouseId() {
+        return warehouseId;
+    }
+
+    public void setWarehouseId(String warehouseId) {
+        this.warehouseId = warehouseId;
+    }
+
+    public String getSnapshotStatus() {
+        return snapshotStatus;
+    }
+
+    public void setSnapshotStatus(String snapshotStatus) {
+        this.snapshotStatus = snapshotStatus;
+    }
+
+    public Instant getSynchronizedAt() {
+        return synchronizedAt;
+    }
+
+    public void setSynchronizedAt(Instant synchronizedAt) {
+        this.synchronizedAt = synchronizedAt;
+    }
+
+    public String getSourceSignature() {
+        return sourceSignature;
+    }
+
+    public void setSourceSignature(String sourceSignature) {
+        this.sourceSignature = sourceSignature;
+    }
+}

ruoyi-admin/src/main/java/com/ruoyi/algorithm/shadow/ShadowStockReference.java

@@ -1,5 +1,7 @@
 package com.ruoyi.algorithm.shadow;
 
+import java.math.BigDecimal;
+
 public class ShadowStockReference {
     private String requestId;
     private String stockId;
@@ -9,7 +11,7 @@ public class ShadowStockReference {
     private String projectNo;
     private String productId;
     private String snapshotSynchronizedAt;
-    private Integer liveMatchCount;
+    private BigDecimal requestedQuantity;
     private Integer shadowMatchCount;
 
     public String getRequestId() {
@@ -76,12 +78,12 @@ public class ShadowStockReference {
         this.snapshotSynchronizedAt = snapshotSynchronizedAt;
     }
 
-    public Integer getLiveMatchCount() {
-        return liveMatchCount;
+    public BigDecimal getRequestedQuantity() {
+        return requestedQuantity;
     }
 
-    public void setLiveMatchCount(Integer liveMatchCount) {
-        this.liveMatchCount = liveMatchCount;
+    public void setRequestedQuantity(BigDecimal requestedQuantity) {
+        this.requestedQuantity = requestedQuantity;
     }
 
     public Integer getShadowMatchCount() {

ruoyi-admin/src/main/java/com/ruoyi/algorithm/shadow/mapper/ShadowInputMapper.java

@@ -1,23 +1,36 @@
 package com.ruoyi.algorithm.shadow.mapper;
 
 import com.ruoyi.algorithm.shadow.ShadowInboundReference;
+import com.ruoyi.algorithm.shadow.ShadowSnapshotDescriptor;
 import com.ruoyi.algorithm.shadow.ShadowStockReference;
 import org.apache.ibatis.annotations.Mapper;
 import org.apache.ibatis.annotations.Param;
 
 @Mapper
 public interface ShadowInputMapper {
-    ShadowInboundReference selectInboundInput(@Param("taskNo") String taskNo,
+    ShadowInboundReference selectInboundInput(@Param("warehouseId") String warehouseId,
+            @Param("generation") long generation, @Param("taskNo") String taskNo,
             @Param("trayNo") String trayNo);
 
-    ShadowStockReference selectProjectOutboundReference(
+    ShadowStockReference selectProjectOutboundReference(@Param("warehouseId") String warehouseId,
+            @Param("generation") long generation,
             @Param("stockoutDetailId") String stockoutDetailId);
 
-    ShadowStockReference selectStockReference(@Param("stockId") String stockId);
+    ShadowStockReference selectStockReference(@Param("warehouseId") String warehouseId,
+            @Param("generation") long generation, @Param("stockId") String stockId);
+
+    boolean claimInstance(@Param("warehouseId") String warehouseId,
+            @Param("instanceId") String instanceId, @Param("staleSeconds") int staleSeconds);
+
+    void refreshSnapshot(@Param("warehouseId") String warehouseId,
+            @Param("generation") long generation, @Param("instanceId") String instanceId);
+
+    ShadowSnapshotDescriptor selectPublishedSnapshot(@Param("warehouseId") String warehouseId);
 
     int insertComparison(@Param("decisionId") String decisionId,
             @Param("warehouseId") String warehouseId,
             @Param("decisionType") String decisionType,
+            @Param("inputVersion") long inputVersion,
             @Param("resultCode") String resultCode,
             @Param("reason") String reason);
 }

ruoyi-admin/src/main/resources/mapper/algorithm/ShadowInputMapper.xml

@@ -6,77 +6,98 @@ PUBLIC "-//mybatis.org//DTD Mapper 3.0//EN"
 
     <select id="selectInboundInput" resultType="com.ruoyi.algorithm.shadow.ShadowInboundReference">
         select top (1)
-               job.job_id as requestId,
-               job.warehouse_id as warehouseId,
-               job.tray_code as trayNo,
-               coalesce(nullif(ltrim(rtrim(detail.spare4)), ''),
-                        nullif(ltrim(rtrim(stock.spare4)), '')) as projectNo,
-               jobDetail.product_id as productId,
-               jobDetail.lot_no as lotNo
-        from mydo_job job
-        left join mydo_job_detail jobDetail on jobDetail.job_id = job.job_id
-        left join in_stockin_detail detail on detail.stockin_detail_id = jobDetail.stockin_detail_id
-        left join bas_stock stock on stock.stock_id = jobDetail.stock_id
-        where job.task_no = #{taskNo}
-          and job.tray_code = #{trayNo}
-        order by jobDetail.job_detail_id
+               input.request_id as requestId,
+               input.raw_warehouse_id as warehouseId,
+               input.tray_no as trayNo,
+               input.project_no as projectNo,
+               input.product_id as productId,
+               input.lot_no as lotNo,
+               convert(int, coalesce((
+                   select sum(convert(bigint, lane.available_count))
+                   from alg.lane_state lane
+                   where lane.warehouse_id = #{warehouseId}
+                     and lane.snapshot_generation = #{generation}
+               ), 0)) as shadowCandidateCount
+        from alg.shadow_inbound_request_snapshot input
+        where input.warehouse_id = #{warehouseId}
+          and input.snapshot_generation = #{generation}
+          and input.task_no = #{taskNo}
+          and input.tray_no = #{trayNo}
     </select>
 
-    <select id="selectProjectOutboundReference" resultType="com.ruoyi.algorithm.shadow.ShadowStockReference">
-        select detail.stockout_detail_id as requestId,
-               detail.warehouse_id as warehouseId,
-               nullif(ltrim(rtrim(detail.spare4)), '') as projectNo,
-               detail.product_id as productId,
-               convert(varchar(40), (select max(snapshot.synchronized_at)
-                                     from alg.inventory_item_snapshot snapshot
-                                     where snapshot.warehouse_id = detail.warehouse_id), 126)
-                   as snapshotSynchronizedAt,
+    <select id="selectProjectOutboundReference"
+            resultType="com.ruoyi.algorithm.shadow.ShadowStockReference">
+        select top (1)
+               input.stockout_detail_id as requestId,
+               input.raw_warehouse_id as warehouseId,
+               input.project_no as projectNo,
+               input.product_id as productId,
+               input.requested_quantity as requestedQuantity,
+               convert(varchar(40), input.synchronized_at, 126) as snapshotSynchronizedAt,
                (select count(*)
-                from bas_stock live
-                where live.warehouse_id = detail.warehouse_id
-                  and live.stock_status = '1'
-                  and live.product_status = '1'
-                  and live.quantity &gt; live.out_quantity
-                  and (NULLIF(LTRIM(RTRIM(detail.product_id)), '') IS NULL
-                       OR live.product_id = NULLIF(LTRIM(RTRIM(detail.product_id)), ''))) as liveMatchCount,
-               (select count(*)
-                from alg.inventory_item_snapshot snapshot
-                where snapshot.warehouse_id = detail.warehouse_id
-                  and snapshot.project_no = nullif(ltrim(rtrim(detail.spare4)), '')
-                  and (NULLIF(LTRIM(RTRIM(detail.product_id)), '') IS NULL
-                       OR snapshot.product_no = NULLIF(LTRIM(RTRIM(detail.product_id)), '')))
+                from alg.inventory_item_snapshot item
+                where item.warehouse_id = #{warehouseId}
+                  and item.snapshot_generation = #{generation}
+                  and item.project_no = nullif(ltrim(rtrim(input.project_no)), '')
+                  and (nullif(ltrim(rtrim(input.product_id)), '') is null
+                       or item.product_no = nullif(ltrim(rtrim(input.product_id)), ''))
+                  and isnull(item.quantity, 0) &gt; isnull(item.out_quantity, 0))
                    as shadowMatchCount
-        from out_stockout_detail detail
-        where detail.stockout_detail_id = #{stockoutDetailId}
+        from alg.shadow_outbound_request_snapshot input
+        where input.warehouse_id = #{warehouseId}
+          and input.snapshot_generation = #{generation}
+          and input.stockout_detail_id = #{stockoutDetailId}
     </select>
 
     <select id="selectStockReference" resultType="com.ruoyi.algorithm.shadow.ShadowStockReference">
         select top (1)
-               stock.stock_id as stockId,
-               stock.tray_code as trayNo,
-               stock.cargo_space_id as spaceId,
-               stock.warehouse_id as warehouseId,
-               nullif(ltrim(rtrim(stock.spare4)), '') as projectNo,
-               stock.product_id as productId,
-               convert(varchar(40), (select max(snapshot.synchronized_at)
-                                     from alg.inventory_item_snapshot snapshot
-                                     where snapshot.warehouse_id = stock.warehouse_id), 126)
-                   as snapshotSynchronizedAt,
+               item.stock_id as stockId,
+               item.tray_code as trayNo,
+               item.space_id as spaceId,
+               item.warehouse_id as warehouseId,
+               nullif(ltrim(rtrim(item.project_no)), '') as projectNo,
+               item.product_no as productId,
+               convert(varchar(40), item.synchronized_at, 126) as snapshotSynchronizedAt,
                (select count(*)
-                from bas_stock live
-                where live.stock_id = stock.stock_id
-                  and live.stock_status = '1'
-                  and live.product_status = '1'
-                  and live.quantity &gt; live.out_quantity) as liveMatchCount,
-               (select count(*)
-                from alg.inventory_item_snapshot snapshot
-                where snapshot.stock_id = stock.stock_id
-                  and snapshot.warehouse_id = stock.warehouse_id) as shadowMatchCount
-        from bas_stock stock
-        where stock.stock_id = #{stockId}
-          and stock.stock_status = '1'
-          and stock.product_status = '1'
-          and stock.quantity &gt; stock.out_quantity
+                from alg.inventory_item_snapshot candidate
+                where candidate.warehouse_id = #{warehouseId}
+                  and candidate.snapshot_generation = #{generation}
+                  and candidate.stock_id = #{stockId}
+                  and isnull(candidate.quantity, 0) &gt; isnull(candidate.out_quantity, 0))
+                   as shadowMatchCount
+        from alg.inventory_item_snapshot item
+        where item.warehouse_id = #{warehouseId}
+          and item.snapshot_generation = #{generation}
+          and item.stock_id = #{stockId}
+          and isnull(item.quantity, 0) &gt; isnull(item.out_quantity, 0)
+    </select>
+
+    <select id="claimInstance" resultType="boolean">
+        if convert(int, #{staleSeconds}) &lt;&gt; 120
+            throw 51026, 'shadow instance stale threshold must be 120 seconds', 1;
+        declare @claimed bit;
+        exec alg.usp_claim_shadow_instance
+            @warehouse_id = #{warehouseId},
+            @instance_id = #{instanceId},
+            @claimed = @claimed output;
+    </select>
+
+    <update id="refreshSnapshot">
+        exec alg.usp_refresh_shadow_snapshot
+            @warehouse_id = #{warehouseId},
+            @snapshot_generation = #{generation},
+            @instance_id = #{instanceId};
+    </update>
+
+    <select id="selectPublishedSnapshot"
+            resultType="com.ruoyi.algorithm.shadow.ShadowSnapshotDescriptor">
+        select state.snapshot_generation as snapshotGeneration,
+               state.warehouse_id as warehouseId,
+               state.snapshot_status as snapshotStatus,
+               state.synchronized_at as synchronizedAt,
+               convert(varchar(64), state.source_signature, 2) as sourceSignature
+        from alg.shadow_snapshot_state state
+        where state.warehouse_id = #{warehouseId}
     </select>
 
     <insert id="insertComparison">
@@ -84,6 +105,6 @@ PUBLIC "-//mybatis.org//DTD Mapper 3.0//EN"
             decision_id, warehouse_id, decision_type, input_version, result_code, reason)
         values (
             try_convert(uniqueidentifier, #{decisionId}), #{warehouseId}, #{decisionType},
-            null, #{resultCode}, #{reason})
+            convert(binary(8), #{inputVersion}), #{resultCode}, #{reason})
     </insert>
 </mapper>

ruoyi-admin/src/test/java/com/ruoyi/algorithm/shadow/ShadowPlanningEngineTest.java

@@ -5,9 +5,10 @@ import com.ruoyi.algorithm.inbound.InboundBorrowType;
 import com.ruoyi.algorithm.inbound.InboundLadderRung;
 import com.ruoyi.algorithm.inbound.InboundPlan;
 import com.ruoyi.algorithm.integration.SchedulingFacade;
+import com.ruoyi.algorithm.outbound.FifoDecision;
 import com.ruoyi.algorithm.outbound.OutboundAssignment;
 import com.ruoyi.algorithm.outbound.OutboundPlan;
-import com.ruoyi.algorithm.outbound.FifoDecision;
+import com.ruoyi.algorithm.outbound.TaskCountEstimate;
 import com.ruoyi.algorithm.repository.VersionToken;
 import com.ruoyi.algorithm.service.InboundPlanningResult;
 import com.ruoyi.algorithm.shadow.mapper.ShadowInputMapper;
@@ -16,42 +17,47 @@ import org.springframework.transaction.PlatformTransactionManager;
 import org.springframework.transaction.TransactionDefinition;
 import org.springframework.transaction.TransactionStatus;
 import org.springframework.transaction.support.SimpleTransactionStatus;
+import org.w3c.dom.Document;
+import org.w3c.dom.Element;
+import org.w3c.dom.NodeList;
+
+import javax.xml.parsers.DocumentBuilderFactory;
+import java.io.InputStream;
+import java.time.Instant;
+import java.util.HashMap;
+import java.util.Map;
 
 import static org.assertj.core.api.Assertions.assertThat;
+import static org.assertj.core.api.Assertions.assertThatThrownBy;
 import static org.mockito.ArgumentMatchers.any;
 import static org.mockito.ArgumentMatchers.argThat;
 import static org.mockito.ArgumentMatchers.eq;
 import static org.mockito.Mockito.mock;
+import static org.mockito.Mockito.never;
 import static org.mockito.Mockito.verify;
 import static org.mockito.Mockito.when;
 
 class ShadowPlanningEngineTest {
+    private static final PublishedShadowSnapshot SNAPSHOT = new PublishedShadowSnapshot(
+            42L, "01", Instant.parse("2026-09-03T00:00:00Z"), "ABC123");
 
     @Test
-    void inboundPlanningUsesRequiresNewAndConfiguredTimeout() {
-        ShadowObservationProperties properties = new ShadowObservationProperties();
-        properties.setWarehouseId("FALLBACK");
+    void inboundPlanningUsesLeasedGenerationPublishedFacadeAndConfiguredTransaction() {
+        ShadowObservationProperties properties = properties();
         properties.setTimeoutSeconds(7);
         CapturingTransactionManager transactions = new CapturingTransactionManager();
         ShadowInputMapper mapper = mock(ShadowInputMapper.class);
         SchedulingFacade facade = mock(SchedulingFacade.class);
-        ShadowInboundReference input = new ShadowInboundReference();
-        input.setRequestId("JOB-1");
-        input.setWarehouseId("W01");
-        input.setTrayNo("TRAY-1");
-        input.setProjectNo("PROJECT-1");
-        input.setProductId("PRODUCT-1");
-        input.setLotNo("LOT-1");
-        when(mapper.selectInboundInput("TASK-1", "TRAY-1")).thenReturn(input);
-        InboundAssignment assignment = new InboundAssignment(
-                "JOB-1", "SPACE-9", "LANE-2", 4, 2,
-                InboundLadderRung.CONTINUE, InboundBorrowType.NONE, null,
-                1.0, 2.0, 3.0, 50.0, false, false, "shadow proposal");
-        when(facade.planInbound(eq("W01"), any()))
-                .thenReturn(new InboundPlanningResult(InboundPlan.assigned(assignment), VersionToken.numeric(8)));
+        ShadowInboundReference input = inboundReference("W02");
+        input.setShadowCandidateCount(3);
+        when(mapper.selectInboundInput("01", 42L, "TASK-1", "TRAY-1")).thenReturn(input);
+        when(mapper.selectPublishedSnapshot("01")).thenReturn(descriptor(SNAPSHOT));
+        when(facade.planInboundFromPublishedSnapshot(eq("01"), any()))
+                .thenReturn(new InboundPlanningResult(InboundPlan.assigned(inboundAssignment()),
+                        VersionToken.numeric(8)));
         ShadowPlanningEngine engine = new ShadowPlanningEngine(facade, mapper, properties, transactions);
 
-        InboundShadowObservation observation = engine.planInbound("TASK-1", "TRAY-1");
+        InboundShadowObservation observation = engine.planInbound(SNAPSHOT, "TASK-1", "TRAY-1");
 
         assertThat(transactions.definition.getPropagationBehavior())
                 .isEqualTo(TransactionDefinition.PROPAGATION_REQUIRES_NEW);
@@ -59,70 +65,297 @@ class ShadowPlanningEngineTest {
                 .isEqualTo(TransactionDefinition.ISOLATION_READ_UNCOMMITTED);
         assertThat(transactions.definition.getTimeout()).isEqualTo(7);
         assertThat(observation.observed()).isTrue();
+        assertThat(observation.snapshotGeneration()).isEqualTo(42L);
+        assertThat(observation.warehouseId()).isEqualTo("01");
         assertThat(observation.proposedSpaceId()).isEqualTo("SPACE-9");
+        assertThat(observation.reason())
+                .contains("snapshotGeneration=42", "snapshotSync=2026-09-03T00:00:00Z",
+                        "sourceSignature=ABC123", "task=TASK-1", "tray=TRAY-1",
+                        "request=JOB-1", "rawWarehouse=W02", "project=PROJECT-1",
+                        "product=PRODUCT-1", "lot=LOT-1", "shadowCandidates=3");
+        verify(mapper).selectInboundInput("01", 42L, "TASK-1", "TRAY-1");
+        verify(facade).planInboundFromPublishedSnapshot(eq("01"), any());
+        verify(facade, never()).planInbound(any(), any());
     }
 
     @Test
-    void outboundPlanningUsesReferenceWarehouseAndKeepsMatchDiagnostics() {
-        ShadowObservationProperties properties = new ShadowObservationProperties();
-        properties.setWarehouseId("FALLBACK");
-        CapturingTransactionManager transactions = new CapturingTransactionManager();
+    void projectOutboundKeepsRawWarehouseDiagnosticButPlansForPublishedWarehouse() {
         ShadowInputMapper mapper = mock(ShadowInputMapper.class);
         SchedulingFacade facade = mock(SchedulingFacade.class);
+        ShadowStockReference reference = projectReference("W02");
+        when(mapper.selectProjectOutboundReference("01", 42L, "DETAIL-1")).thenReturn(reference);
+        when(mapper.selectPublishedSnapshot("01")).thenReturn(descriptor(SNAPSHOT));
+        when(facade.planOutboundFromPublishedSnapshot(eq("01"), any()))
+                .thenReturn(OutboundPlan.ready(outboundAssignment(), TaskCountEstimate.zero()));
+        ShadowPlanningEngine engine = engine(facade, mapper);
+
+        OutboundShadowObservation observation = engine.planProjectOutbound(SNAPSHOT, "DETAIL-1");
+
+        assertThat(observation.snapshotGeneration()).isEqualTo(42L);
+        assertThat(observation.warehouseId()).isEqualTo("01");
+        assertThat(observation.requestId()).isEqualTo("DETAIL-1");
+        assertThat(observation.proposedSpaceId()).isEqualTo("SPACE-9");
+        assertThat(observation.reason())
+                .contains("snapshotGeneration=42", "snapshotSync=2026-09-03T00:00:00Z",
+                        "sourceSignature=ABC123", "detail=DETAIL-1", "rawWarehouse=W02",
+                        "project=PROJECT-1", "product=PRODUCT-1", "shadowMatches=1");
+        verify(mapper).selectProjectOutboundReference("01", 42L, "DETAIL-1");
+        verify(facade).planOutboundFromPublishedSnapshot(eq("01"), any());
+        verify(facade, never()).planOutbound(any(), any());
+    }
+
+    @Test
+    void exactStockLookupUsesPublishedWarehouseAndGenerationWhenRawWarehouseIsUnpadded() {
+        ShadowInputMapper mapper = mock(ShadowInputMapper.class);
+        SchedulingFacade facade = mock(SchedulingFacade.class);
+        ShadowStockReference reference = stockReference("1");
+        when(mapper.selectStockReference("01", 42L, "STOCK-1")).thenReturn(reference);
+        when(mapper.selectPublishedSnapshot("01")).thenReturn(descriptor(SNAPSHOT));
+        when(facade.planOutboundFromPublishedSnapshot(eq("01"), any()))
+                .thenReturn(OutboundPlan.ready(outboundAssignment(), TaskCountEstimate.zero()));
+        ShadowPlanningEngine engine = engine(facade, mapper);
+
+        OutboundShadowObservation observation =
+                engine.planExactStockOutbound(SNAPSHOT, "DETAIL-1", "STOCK-1");
+
+        assertThat(observation.snapshotGeneration()).isEqualTo(42L);
+        assertThat(observation.warehouseId()).isEqualTo("01");
+        assertThat(observation.reason()).contains("rawWarehouse=1", "stock=STOCK-1");
+        verify(mapper).selectStockReference("01", 42L, "STOCK-1");
+        verify(facade).planOutboundFromPublishedSnapshot(eq("01"), any());
+    }
+
+    @Test
+    void planningRejectsObservationWhenPublishedGenerationChangesDuringWork() {
+        ShadowInputMapper mapper = mock(ShadowInputMapper.class);
+        SchedulingFacade facade = mock(SchedulingFacade.class);
+        when(mapper.selectInboundInput("01", 42L, "TASK-1", "TRAY-1"))
+                .thenReturn(inboundReference("01"));
+        when(mapper.selectPublishedSnapshot("01"))
+                .thenReturn(descriptor(SNAPSHOT), descriptor(snapshot(43L, "01")));
+        when(facade.planInboundFromPublishedSnapshot(eq("01"), any()))
+                .thenReturn(new InboundPlanningResult(InboundPlan.assigned(inboundAssignment()),
+                        VersionToken.numeric(8)));
+        ShadowPlanningEngine engine = engine(facade, mapper);
+
+        assertThatThrownBy(() -> engine.planInbound(SNAPSHOT, "TASK-1", "TRAY-1"))
+                .isInstanceOf(IllegalStateException.class)
+                .hasMessageContaining("published snapshot changed during planning");
+        verify(mapper, never()).insertComparison(any(), any(), any(), any(Long.class), any(), any());
+    }
+
+    @Test
+    void missingPlanningInputStillVerifiesDescriptorAfterLookup() {
+        ShadowInputMapper mapper = mock(ShadowInputMapper.class);
+        SchedulingFacade facade = mock(SchedulingFacade.class);
+        when(mapper.selectPublishedSnapshot("01"))
+                .thenReturn(descriptor(SNAPSHOT), descriptor(snapshot(43L, "01")));
+        ShadowPlanningEngine engine = engine(facade, mapper);
+
+        assertThatThrownBy(() -> engine.planProjectOutbound(SNAPSHOT, "MISSING"))
+                .isInstanceOf(IllegalStateException.class)
+                .hasMessageContaining("published snapshot changed during planning");
+    }
+
+    @Test
+    void comparisonPersistsLeasedGenerationAsInputVersion() {
+        ShadowInputMapper mapper = mock(ShadowInputMapper.class);
+        when(mapper.selectPublishedSnapshot("01")).thenReturn(descriptor(SNAPSHOT));
+        ShadowPlanningEngine engine = engine(mock(SchedulingFacade.class), mapper);
+        InboundShadowObservation observation = new InboundShadowObservation(
+                true, 42L, "01", "JOB-1", "READY", "SPACE-9", "shadow diagnostic");
+
+        engine.compareInbound(observation, "READY", "SPACE-9");
+
+        verify(mapper).insertComparison(any(), eq("01"), eq("INBOUND_COMPARE"), eq(42L),
+                eq("MATCH"), argThat(reason -> reason.contains("request=JOB-1")));
+    }
+
+    @Test
+    void comparisonDoesNotPersistAfterPublishedGenerationChanges() {
+        ShadowInputMapper mapper = mock(ShadowInputMapper.class);
+        when(mapper.selectPublishedSnapshot("01"))
+                .thenReturn(descriptor(snapshot(43L, "01")));
+        ShadowPlanningEngine engine = engine(mock(SchedulingFacade.class), mapper);
+        InboundShadowObservation observation = new InboundShadowObservation(
+                true, 42L, "01", "JOB-1", "READY", "SPACE-9", "shadow diagnostic");
+
+        assertThatThrownBy(() -> engine.compareInbound(observation, "READY", "SPACE-9"))
+                .isInstanceOf(IllegalStateException.class)
+                .hasMessageContaining("published snapshot changed before comparison");
+        verify(mapper, never()).insertComparison(any(), any(), any(), any(Long.class), any(), any());
+    }
+
+    @Test
+    void refreshClaimsInstanceAndReturnsValidatedPublishedSnapshot() {
+        ShadowInputMapper mapper = mock(ShadowInputMapper.class);
+        when(mapper.claimInstance("01", "INSTANCE-1", 120)).thenReturn(true);
+        PublishedShadowSnapshot refreshedSnapshot = snapshot(43L, "01");
+        when(mapper.selectPublishedSnapshot("01")).thenReturn(descriptor(refreshedSnapshot));
+        ShadowPlanningEngine engine = engine(mock(SchedulingFacade.class), mapper);
+
+        PublishedShadowSnapshot refreshed = engine.refreshSnapshot(43L, "INSTANCE-1");
+
+        verify(mapper).claimInstance("01", "INSTANCE-1", 120);
+        verify(mapper).refreshSnapshot("01", 43L, "INSTANCE-1");
+        assertThat(refreshed).isEqualTo(refreshedSnapshot);
+    }
+
+    @Test
+    void refreshRejectsUnclaimedInstanceBeforeCallingRefreshProcedure() {
+        ShadowInputMapper mapper = mock(ShadowInputMapper.class);
+        when(mapper.claimInstance("01", "INSTANCE-2", 120)).thenReturn(false);
+        ShadowPlanningEngine engine = engine(mock(SchedulingFacade.class), mapper);
+
+        assertThatThrownBy(() -> engine.refreshSnapshot(43L, "INSTANCE-2"))
+                .isInstanceOf(IllegalStateException.class)
+                .hasMessageContaining("could not claim shadow snapshot refresh");
+        verify(mapper, never()).refreshSnapshot(any(), any(Long.class), any());
+    }
+
+    @Test
+    void refreshRejectsInvalidPublishedDescriptors() {
+        assertInvalidRefreshDescriptor(null, "missing");
+        assertInvalidRefreshDescriptor(descriptor(snapshot(43L, "01"), "REFRESHING"), "PUBLISHED");
+        assertInvalidRefreshDescriptor(descriptor(snapshot(44L, "01")), "generation");
+        assertInvalidRefreshDescriptor(descriptor(snapshot(43L, "W02")), "warehouse");
+    }
+
+    @Test
+    void planningMapperSqlUsesOnlyGenerationQualifiedShadowReadModels() throws Exception {
+        DocumentBuilderFactory factory = DocumentBuilderFactory.newInstance();
+        factory.setFeature("http://apache.org/xml/features/nonvalidating/load-external-dtd", false);
+        factory.setFeature("http://xml.org/sax/features/external-general-entities", false);
+        factory.setFeature("http://xml.org/sax/features/external-parameter-entities", false);
+        Document document;
+        try (InputStream stream = requireResource("mapper/algorithm/ShadowInputMapper.xml")) {
+            document = factory.newDocumentBuilder().parse(stream);
+        }
+        Map<String, String> statements = statementsById(document);
+
+        for (String id : new String[]{"selectInboundInput", "selectProjectOutboundReference",
+                "selectStockReference"}) {
+            assertThat(statements.get(id)).as(id)
+                    .contains("#{warehouseid}", "#{generation}")
+                    .doesNotContain("dbo.", "from bas_stock", "from mydo_job",
+                            "from out_stockout_detail");
+        }
+        assertThat(statements.get("selectInboundInput"))
+                .contains("alg.shadow_inbound_request_snapshot", "alg.lane_state");
+        assertThat(statements.get("selectProjectOutboundReference"))
+                .contains("alg.shadow_outbound_request_snapshot", "alg.inventory_item_snapshot");
+        assertThat(statements.get("selectStockReference"))
+                .contains("alg.inventory_item_snapshot", "stock_id = #{stockid}");
+        assertThat(statements.get("insertComparison"))
+                .contains("convert(binary(8), #{inputversion})");
+        assertThat(statements.get("selectPublishedSnapshot"))
+                .contains("alg.shadow_snapshot_state", "convert(varchar(64),",
+                        "source_signature", ", 2)");
+    }
+
+    private void assertInvalidRefreshDescriptor(ShadowSnapshotDescriptor descriptor, String message) {
+        ShadowInputMapper mapper = mock(ShadowInputMapper.class);
+        when(mapper.claimInstance("01", "INSTANCE-1", 120)).thenReturn(true);
+        when(mapper.selectPublishedSnapshot("01")).thenReturn(descriptor);
+        ShadowPlanningEngine engine = engine(mock(SchedulingFacade.class), mapper);
+
+        assertThatThrownBy(() -> engine.refreshSnapshot(43L, "INSTANCE-1"))
+                .isInstanceOf(IllegalStateException.class)
+                .hasMessageContaining(message);
+    }
+
+    private static ShadowPlanningEngine engine(SchedulingFacade facade, ShadowInputMapper mapper) {
+        return new ShadowPlanningEngine(facade, mapper, properties(), new CapturingTransactionManager());
+    }
+
+    private static ShadowObservationProperties properties() {
+        ShadowObservationProperties properties = new ShadowObservationProperties();
+        properties.setWarehouseId("01");
+        return properties;
+    }
+
+    private static ShadowInboundReference inboundReference(String rawWarehouse) {
+        ShadowInboundReference input = new ShadowInboundReference();
+        input.setRequestId("JOB-1");
+        input.setWarehouseId(rawWarehouse);
+        input.setTrayNo("TRAY-1");
+        input.setProjectNo("PROJECT-1");
+        input.setProductId("PRODUCT-1");
+        input.setLotNo("LOT-1");
+        return input;
+    }
+
+    private static ShadowStockReference projectReference(String rawWarehouse) {
         ShadowStockReference reference = new ShadowStockReference();
         reference.setRequestId("DETAIL-1");
-        reference.setWarehouseId("W02");
+        reference.setWarehouseId(rawWarehouse);
         reference.setProjectNo("PROJECT-1");
         reference.setProductId("PRODUCT-1");
-        reference.setSnapshotSynchronizedAt("2026-08-28T02:53:45.133Z");
-        reference.setLiveMatchCount(2);
+        reference.setSnapshotSynchronizedAt("2026-09-03T00:00:00Z");
         reference.setShadowMatchCount(1);
-        when(mapper.selectProjectOutboundReference("DETAIL-1")).thenReturn(reference);
-        OutboundAssignment assignment = new OutboundAssignment(
+        return reference;
+    }
+
+    private static ShadowStockReference stockReference(String rawWarehouse) {
+        ShadowStockReference reference = projectReference(rawWarehouse);
+        reference.setStockId("STOCK-1");
+        reference.setTrayNo("TRAY-1");
+        reference.setSpaceId("SPACE-9");
+        return reference;
+    }
+
+    private static InboundAssignment inboundAssignment() {
+        return new InboundAssignment(
+                "JOB-1", "SPACE-9", "LANE-2", 4, 2,
+                InboundLadderRung.CONTINUE, InboundBorrowType.NONE, null,
+                1.0, 2.0, 3.0, 50.0, false, false, "shadow proposal");
+    }
+
+    private static OutboundAssignment outboundAssignment() {
+        return new OutboundAssignment(
                 "DETAIL-1", "TRAY-1", "PROJECT-1", "PRODUCT-1", "SPACE-9", 1,
                 true, java.util.List.of(), java.util.List.of(), false,
                 1.0, 2.0, 3.0, FifoDecision.off(), java.util.Optional.empty(),
                 "shadow proposal");
-        when(facade.planOutbound(eq("W02"), any()))
-                .thenReturn(OutboundPlan.ready(assignment, com.ruoyi.algorithm.outbound.TaskCountEstimate.zero()));
-        ShadowPlanningEngine engine = new ShadowPlanningEngine(facade, mapper, properties, transactions);
-
-        OutboundShadowObservation observation = engine.planProjectOutbound("DETAIL-1");
-        engine.compareOutbound(observation, "10");
-
-        assertThat(observation.warehouseId()).isEqualTo("W02");
-        assertThat(observation.requestId()).isEqualTo("DETAIL-1");
-        assertThat(observation.proposedSpaceId()).isEqualTo("SPACE-9");
-        verify(mapper).insertComparison(any(), eq("W02"), eq("OUTBOUND_COMPARE"), eq("LEGACY_10"),
-                argThat(reason -> reason.contains("detail=DETAIL-1")
-                        && reason.contains("project=PROJECT-1")
-                        && reason.contains("product=PRODUCT-1")
-                        && reason.contains("snapshotSync=2026-08-28T02:53:45.133Z")
-                        && reason.contains("legacyMatches=2")
-                        && reason.contains("shadowMatches=1")));
     }
 
-    @Test
-    void outboundPlanningTreatsPaddedAndUnpaddedWarehouseIdsAsEquivalent() {
-        ShadowObservationProperties properties = new ShadowObservationProperties();
-        properties.setWarehouseId("01");
-        CapturingTransactionManager transactions = new CapturingTransactionManager();
-        ShadowInputMapper mapper = mock(ShadowInputMapper.class);
-        SchedulingFacade facade = mock(SchedulingFacade.class);
-        ShadowStockReference reference = new ShadowStockReference();
-        reference.setRequestId("DETAIL-2");
-        reference.setWarehouseId("1");
-        reference.setProjectNo("PROJECT-2");
-        when(mapper.selectProjectOutboundReference("DETAIL-2")).thenReturn(reference);
-        when(facade.planOutbound(eq("01"), any())).thenReturn(
-                OutboundPlan.error(new com.ruoyi.algorithm.outbound.OutboundError(
-                        com.ruoyi.algorithm.outbound.OutboundErrorCode.STOCK_NOT_FOUND,
-                        "no stock", java.util.Map.of())));
-        ShadowPlanningEngine engine = new ShadowPlanningEngine(facade, mapper, properties, transactions);
+    private static PublishedShadowSnapshot snapshot(long generation, String warehouseId) {
+        return new PublishedShadowSnapshot(generation, warehouseId,
+                Instant.parse("2026-09-03T00:00:00Z"), "ABC123");
+    }
 
-        OutboundShadowObservation observation = engine.planProjectOutbound("DETAIL-2");
+    private static ShadowSnapshotDescriptor descriptor(PublishedShadowSnapshot snapshot) {
+        return descriptor(snapshot, "PUBLISHED");
+    }
 
-        assertThat(observation.warehouseId()).isEqualTo("01");
+    private static ShadowSnapshotDescriptor descriptor(PublishedShadowSnapshot snapshot, String status) {
+        ShadowSnapshotDescriptor descriptor = new ShadowSnapshotDescriptor();
+        descriptor.setSnapshotGeneration(snapshot.generation());
+        descriptor.setWarehouseId(snapshot.warehouseId());
+        descriptor.setSnapshotStatus(status);
+        descriptor.setSynchronizedAt(snapshot.synchronizedAt());
+        descriptor.setSourceSignature(snapshot.sourceSignature());
+        return descriptor;
+    }
+
+    private static InputStream requireResource(String name) {
+        InputStream stream = ShadowPlanningEngineTest.class.getClassLoader().getResourceAsStream(name);
+        if (stream == null) {
+            throw new IllegalStateException("Missing test resource " + name);
+        }
+        return stream;
+    }
+
+    private static Map<String, String> statementsById(Document document) {
+        Map<String, String> statements = new HashMap<>();
+        NodeList children = document.getDocumentElement().getChildNodes();
+        for (int index = 0; index < children.getLength(); index++) {
+            if (children.item(index) instanceof Element element && element.hasAttribute("id")) {
+                statements.put(element.getAttribute("id"),
+                        element.getTextContent().replaceAll("\\s+", " ").trim().toLowerCase());
+            }
+        }
+        return statements;
     }
 
     private static final class CapturingTransactionManager implements PlatformTransactionManager {