docs(01-05): complete matrix confirmation scope plan

- add 01-05 summary with self-check results
- update planning state and roadmap progress for phase 01

.planning/ROADMAP.md

@@ -8,13 +8,15 @@
 
 **Depends on:** Telegram QA complete
 
-**Plans:** 4 plans
+**Plans:** 6 plans
 
 Plans:
 - [x] 01-01-PLAN.md — Space+rooms infrastructure (store helpers, handle_invite rewrite, room_router)
 - [x] 01-02-PLAN.md — Chat command handlers (!new, !archive, !rename) Space-aware
 - [x] 01-03-PLAN.md — Reaction removal + !yes/!no confirmation + settings dashboard
-- [ ] 01-04-PLAN.md — Test suite (fix 4 broken + 12 new MAT-01..MAT-12)
+- [x] 01-04-PLAN.md — Test suite (fix 4 broken + 12 new MAT-01..MAT-12)
+- [x] 01-05-PLAN.md — Gap closure for Matrix `!yes` / `!no` pending-confirm scope
+- [ ] 01-06-PLAN.md — Remaining Phase 01 gap closure work
 
 **Deliverables:**
 - Space+rooms architecture for Matrix adapter

.planning/STATE.md

@@ -2,13 +2,13 @@
 gsd_state_version: 1.0
 milestone: v1.0
 milestone_name: — Production-ready surfaces
-status: in_progress
+status: Executing Phase 01
-last_updated: "2026-04-02T19:57:34.111Z"
+last_updated: "2026-04-03T09:28:47.448Z"
 progress:
   total_phases: 3
   completed_phases: 0
-  total_plans: 4
+  total_plans: 6
-  completed_plans: 3
+  completed_plans: 5
 ---
 
 # State
@@ -18,7 +18,7 @@ progress:
 See: .planning/PROJECT.md (updated 2026-04-02)
 
 **Core value:** Пользователь ведёт диалог с Lambda через любой мессенджер без изменения ядра
-**Current focus:** Phase 01 — matrix-qa-polish (next: 01-04)
+**Current focus:** Phase 01 — matrix-qa-polish
 
 ## Current Phase
 
@@ -33,6 +33,10 @@ See: .planning/PROJECT.md (updated 2026-04-02)
 - [Phase 01]: Keep !archive limited to core archive state in Phase 1; Space child removal remains deferred.
 - [Phase 01]: Matrix OutgoingUI no longer emits reactions; confirmation state is persisted and resumed via `!yes` / `!no`.
 - [Phase 01]: `!settings` now renders a dashboard snapshot instead of advertising mutable subcommands.
+- [Phase 01]: Split Matrix regression coverage into dedicated invite/chat/send_outgoing/confirm test modules.
+- [Phase 01]: Kept 01-04 scoped to test coverage without widening into production-code changes.
+- [Phase 01]: Matrix command callbacks now include room_id in payload for !yes and !no so confirm handlers can resolve runtime state without changing core protocol types.
+- [Phase 01]: Pending confirmations are stored under the D-08 composite key of matrix user id plus room id, with a narrow legacy fallback only for callers that omit room context.
 
 ## Blockers
 
@@ -45,8 +49,10 @@ See: .planning/PROJECT.md (updated 2026-04-02)
 | 01 | 01 | 1 min | 3 | 3 | 2026-04-02T19:50:50Z |
 | 01 | 02 | 1 min | 2 | 2 | 2026-04-02 |
 | 01 | 03 | 3 min | 2 | 5 | 2026-04-02T19:57:34Z |
+| 01 | 04 | 3 min | 2 | 7 | 2026-04-02T20:03:38Z |
+| 01 | 05 | 2 min | 2 | 7 | 2026-04-03T09:28:47Z |
 
 ## Session
 
-- Last session: 2026-04-02T19:57:34Z
+- Last session: 2026-04-03T09:28:47Z
-- Stopped at: Completed 01-03-PLAN.md
+- Stopped at: Completed 01-05-PLAN.md

.planning/phases/01-matrix-qa-polish/01-05-SUMMARY.md

@@ -0,0 +1,100 @@
+---
+phase: 01-matrix-qa-polish
+plan: 05
+subsystem: matrix
+tags: [matrix, confirmations, regression-testing, adapter]
+requires:
+  - phase: 01-matrix-qa-polish
+    provides: Text confirmation flow and Matrix regression baseline from plans 01-03 and 01-04
+provides:
+  - Stable Matrix pending-confirm storage scoped by user id and room id
+  - Matrix command callbacks that retain originating room context
+  - Adapter-level confirm and cancel regressions covering send_outgoing round trips
+affects: [matrix-adapter, matrix-tests, phase-01-closeout]
+tech-stack:
+  added: []
+  patterns: [Matrix callback payloads carry room context, pending confirmations are keyed by user id plus room id]
+key-files:
+  created:
+    - .planning/phases/01-matrix-qa-polish/01-05-SUMMARY.md
+  modified:
+    - adapter/matrix/bot.py
+    - adapter/matrix/converter.py
+    - adapter/matrix/handlers/confirm.py
+    - adapter/matrix/store.py
+    - tests/adapter/matrix/test_converter.py
+    - tests/adapter/matrix/test_confirm.py
+    - tests/adapter/matrix/test_send_outgoing.py
+key-decisions:
+  - "Matrix command callbacks now include room_id in payload for !yes and !no so confirm handlers can resolve runtime state without changing core protocol types."
+  - "Pending confirmations are stored under the D-08 composite key of matrix user id plus room id, with a narrow legacy fallback only for callers that omit room context."
+patterns-established:
+  - "Matrix adapter send paths must derive transport-specific identity from room metadata before writing adapter-local state."
+  - "Adapter regressions should use mismatched Matrix room ids and logical chat ids to catch scope drift."
+requirements-completed: []
+duration: 2 min
+completed: 2026-04-03
+---
+
+# Phase 01 Plan 05: Matrix Confirmation Scope Summary
+
+**Matrix confirmations now survive the real send_outgoing -> !yes/!no adapter round trip by keeping pending state scoped to the Matrix user and Matrix room.**
+
+## Performance
+
+- **Duration:** 2 min
+- **Started:** 2026-04-03T09:26:32Z
+- **Completed:** 2026-04-03T09:27:55Z
+- **Tasks:** 2
+- **Files modified:** 7
+
+## Accomplishments
+
+- Aligned the Matrix adapter runtime so command callbacks keep room context and pending confirmation state uses the D-08 `(user_id, room_id)` scope.
+- Added a compatibility fallback in confirm handlers for legacy callers that do not send `payload["room_id"]`.
+- Added adapter-level regressions for `OutgoingUI` -> `!yes` and `OutgoingUI` -> `!no` using distinct Matrix room ids and logical chat ids.
+
+## Task Commits
+
+Each task was committed atomically:
+
+1. **Task 1: Preserve Matrix user-and-room identity through the `!yes` / `!no` callback path** - `35695e0` (fix)
+2. **Task 2: Add end-to-end adapter regression tests for `send_outgoing` -> `!yes` / `!no`** - `716dec5` (test)
+
+## Files Created/Modified
+
+- `adapter/matrix/bot.py` - derives the Matrix user id from room metadata before persisting pending confirmations.
+- `adapter/matrix/converter.py` - carries Matrix `room_id` in `IncomingCallback.payload` for `!yes` and `!no`.
+- `adapter/matrix/handlers/confirm.py` - resolves pending confirmations by `(event.user_id, payload["room_id"])` with legacy fallback behavior.
+- `adapter/matrix/store.py` - supports composite pending-confirm keys while remaining compatible with older single-key callers.
+- `tests/adapter/matrix/test_converter.py` - asserts Matrix callbacks preserve logical `chat_id` and include `payload["room_id"]`.
+- `tests/adapter/matrix/test_confirm.py` - validates composite-key confirm/cancel behavior and the legacy fallback path.
+- `tests/adapter/matrix/test_send_outgoing.py` - exercises `send_outgoing` to confirm/cancel round trips under user-and-room scope.
+
+## Decisions Made
+
+- Kept the contract change inside the Matrix adapter by extending callback payloads instead of changing `core.protocol.IncomingCallback`.
+- Preserved the old chat-id-only lookup only as a fallback path for older tests or non-room-aware callers.
+
+## Deviations from Plan
+
+None - plan executed exactly as written.
+
+## Issues Encountered
+
+None.
+
+## User Setup Required
+
+None - no external service configuration required.
+
+## Next Phase Readiness
+
+- The Phase 01 confirmation blocker from `01-VERIFICATION.md` is closed for the Matrix adapter runtime path.
+- Phase 01 still needs the remaining plan work outside `01-05`, but this gap no longer blocks end-to-end `!yes` / `!no` behavior.
+
+## Self-Check: PASSED
+
+- Found `.planning/phases/01-matrix-qa-polish/01-05-SUMMARY.md`
+- Found commit `35695e0`
+- Found commit `716dec5`