Release v0.1.17

.gitea/workflows/module-package-release.yml

@@ -0,0 +1,270 @@
+name: Module Package Release
+
+on:
+  push:
+    tags:
+      - "v*"
+  workflow_dispatch:
+    inputs:
+      release_tag:
+        description: Existing protected version tag to publish
+        required: true
+        type: string
+
+jobs:
+  publish-packages:
+    runs-on: ubuntu-latest
+    env:
+      GITEA_REPOSITORY: ${{ gitea.repository }}
+    steps:
+      - uses: actions/checkout@34e114876b0b11c390a56381ad16ebd13914f8d5
+        with:
+          fetch-depth: 0
+      - uses: actions/setup-python@a26af69be951a213d495a4c3e4e4022e16d87065
+        with:
+          python-version: "3.12"
+      - uses: actions/setup-node@49933ea5288caeca8642d1e84afbd3f7d6820020
+        with:
+          node-version: "22"
+      - name: Select and validate protected release tag
+        shell: bash
+        env:
+          REQUESTED_TAG: ${{ inputs.release_tag }}
+          TRIGGER_TAG: ${{ gitea.ref_name }}
+        run: |
+          set -euo pipefail
+          tag="${REQUESTED_TAG:-$TRIGGER_TAG}"
+          case "$tag" in
+            v[0-9]*.[0-9]*.[0-9]*) ;;
+            *) echo "Release tag must start with a SemVer-shaped vX.Y.Z value" >&2; exit 1 ;;
+          esac
+          git fetch --force origin "refs/tags/$tag:refs/tags/$tag" refs/heads/main:refs/remotes/origin/main
+          tag_commit="$(git rev-list -n 1 "$tag")"
+          git merge-base --is-ancestor "$tag_commit" refs/remotes/origin/main || {
+            echo "Release tag is not contained in main" >&2
+            exit 1
+          }
+          git checkout --detach "$tag"
+          printf 'RELEASE_TAG=%s\n' "$tag" >> "$GITEA_ENV"
+          printf 'SOURCE_DATE_EPOCH=%s\n' "$(git show -s --format=%ct HEAD)" >> "$GITEA_ENV"
+      - name: Validate package versions
+        run: |
+          python - <<'PY'
+          import json
+          from pathlib import Path
+          import os
+          import re
+          import tomllib
+
+          tag = os.environ["RELEASE_TAG"]
+          expected = tag.removeprefix("v")
+          project = tomllib.loads(Path("pyproject.toml").read_text(encoding="utf-8"))["project"]
+          if project.get("version") != expected:
+              raise SystemExit(f"pyproject version {project.get('version')!r} does not match {tag}")
+          if re.fullmatch(r"govoplan-[a-z0-9-]+", str(project.get("name", ""))) is None:
+              raise SystemExit("Python distribution name must use the govoplan-* namespace")
+          webui = Path("webui/package.json")
+          if webui.is_file():
+              package = json.loads(webui.read_text(encoding="utf-8"))
+              if package.get("version") != expected:
+                  raise SystemExit(f"WebUI version {package.get('version')!r} does not match {tag}")
+              if re.fullmatch(r"@govoplan/[a-z0-9-]+-webui", str(package.get("name", ""))) is None:
+                  raise SystemExit("WebUI package name must use the @govoplan/*-webui namespace")
+              release = Path("webui/package.release.json")
+              if release.is_file():
+                  release_package = json.loads(release.read_text(encoding="utf-8"))
+                  if (
+                      release_package.get("name") != package.get("name")
+                      or release_package.get("version") != expected
+                  ):
+                      raise SystemExit("WebUI release package identity does not match package.json and the release tag")
+          PY
+      - name: Build immutable package artifacts
+        shell: bash
+        run: |
+          set -euo pipefail
+          python -m pip install --disable-pip-version-check build==1.5.0 twine==7.0.0
+          rm -rf dist .package-webui
+          python -m build --wheel --outdir dist
+          python -m twine check dist/*.whl
+          if [[ -f webui/package.json ]]; then
+            mkdir .package-webui
+            cp -a webui/. .package-webui/
+            rm -rf .package-webui/node_modules .package-webui/dist
+            if [[ -f .package-webui/package.release.json ]]; then
+              cp .package-webui/package.release.json .package-webui/package.json
+            fi
+          node <<'NODE'
+          const fs = require("node:fs");
+          const path = ".package-webui/package.json";
+          const packageJson = JSON.parse(fs.readFileSync(path, "utf8"));
+          const groups = ["dependencies", "optionalDependencies", "peerDependencies"];
+          for (const group of groups) {
+            for (const [name, specifier] of Object.entries(packageJson[group] || {})) {
+              if (!name.startsWith("@govoplan/")) continue;
+              if (typeof specifier !== "string") {
+                throw new Error(`${group}.${name} must use a string version`);
+              }
+              const packageSlug = name.slice("@govoplan/".length);
+              if (!packageSlug.endsWith("-webui")) {
+                throw new Error(`${group}.${name} is outside the WebUI package namespace`);
+              }
+              const repository = `govoplan-${packageSlug.slice(0, -"-webui".length)}`;
+              const escapedRepository = repository.replace(/[.*+?^${}()|[\]\\]/g, "\\$&");
+              const gitTag = specifier.match(
+                new RegExp(
+                  `^git\\+(?:ssh://git@|https://)git\\.add-ideas\\.de/(?:GovOPlaN|add-ideas)/${escapedRepository}\\.git#v([0-9]+\\.[0-9]+\\.[0-9]+)$`,
+                ),
+              );
+              if (gitTag) {
+                packageJson[group][name] = gitTag[1];
+                continue;
+              }
+              if (specifier.startsWith("file:") || specifier.startsWith("git+")) {
+                throw new Error(
+                  `${group}.${name} must resolve to an exact registry version for publication`,
+                );
+              }
+            }
+          }
+          delete packageJson.private;
+          fs.writeFileSync(path, `${JSON.stringify(packageJson, null, 2)}\n`);
+          NODE
+            npm pkg delete private --prefix .package-webui
+            (cd .package-webui && npm pack --ignore-scripts --pack-destination ../dist)
+          fi
+          python - <<'PY'
+          import hashlib
+          import json
+          from pathlib import Path
+          import os
+          import subprocess
+
+          artifacts = []
+          for path in sorted(Path("dist").iterdir()):
+              if path.suffix not in {".whl", ".tgz"}:
+                  continue
+              digest = hashlib.sha256(path.read_bytes()).hexdigest()
+              artifacts.append({"filename": path.name, "sha256": digest, "size": path.stat().st_size})
+          payload = {
+              "schema_version": "1",
+              "repository": os.environ["GITEA_REPOSITORY"],
+              "tag": os.environ["RELEASE_TAG"],
+              "commit": subprocess.check_output(["git", "rev-parse", "HEAD"], text=True).strip(),
+              "artifacts": artifacts,
+          }
+          Path("dist/package-artifacts.json").write_text(
+              json.dumps(payload, indent=2, sort_keys=True) + "\n",
+              encoding="utf-8",
+          )
+          PY
+      - name: Retain package hash evidence
+        uses: actions/upload-artifact@a8a3f3ad30e3422c9c7b888a15615d19a852ae32
+        with:
+          name: module-packages-${{ gitea.ref_name }}
+          path: dist/package-artifacts.json
+      - name: Check immutable registry state
+        shell: bash
+        env:
+          PACKAGE_TOKEN: ${{ secrets.GOVOPLAN_PACKAGE_TOKEN }}
+        run: |
+          set -euo pipefail
+          test -n "$PACKAGE_TOKEN"
+          python - <<'PY'
+          import hashlib
+          import json
+          import os
+          from pathlib import Path
+          import tomllib
+          from urllib.error import HTTPError
+          from urllib.parse import quote
+          from urllib.request import Request, urlopen
+
+          api_root = "https://git.add-ideas.de/api/v1/packages/GovOPlaN"
+          token = os.environ["PACKAGE_TOKEN"]
+
+          def should_publish(kind, name, version, path):
+              package_url = "/".join(
+                  (api_root, kind, quote(name, safe=""), quote(version, safe=""), "files")
+              )
+              request = Request(
+                  package_url,
+                  headers={"Accept": "application/json", "Authorization": f"token {token}"},
+              )
+              try:
+                  with urlopen(request, timeout=30) as response:
+                      files = json.load(response)
+              except HTTPError as exc:
+                  if exc.code == 404:
+                      print(f"{kind} package {name}=={version} is not published yet")
+                      return True
+                  raise
+              if not isinstance(files, list) or len(files) != 1:
+                  raise SystemExit(
+                      f"immutable {kind} package {name}=={version} has an unexpected file set"
+                  )
+              expected_sha256 = hashlib.sha256(path.read_bytes()).hexdigest()
+              if files[0].get("sha256") != expected_sha256:
+                  raise SystemExit(
+                      f"immutable {kind} package {name}=={version} already exists with a different SHA-256"
+                  )
+              print(f"verified existing {kind} package {name}=={version} ({expected_sha256})")
+              return False
+
+          project = tomllib.loads(Path("pyproject.toml").read_text(encoding="utf-8"))["project"]
+          wheels = tuple(Path("dist").glob("*.whl"))
+          if len(wheels) != 1:
+              raise SystemExit("release build must contain exactly one wheel")
+          publish_pypi = should_publish(
+              "pypi", str(project["name"]), str(project["version"]), wheels[0]
+          )
+
+          tarballs = tuple(Path("dist").glob("*.tgz"))
+          if len(tarballs) > 1:
+              raise SystemExit("release build must contain at most one npm package")
+          publish_npm = False
+          if tarballs:
+              webui = json.loads(
+                  Path(".package-webui/package.json").read_text(encoding="utf-8")
+              )
+              publish_npm = should_publish(
+                  "npm", str(webui["name"]), str(webui["version"]), tarballs[0]
+              )
+
+          with Path(os.environ["GITEA_ENV"]).open("a", encoding="utf-8") as env_file:
+              env_file.write(f"PUBLISH_PYPI={int(publish_pypi)}\n")
+              env_file.write(f"PUBLISH_NPM={int(publish_npm)}\n")
+          PY
+      - name: Publish wheel and WebUI package
+        shell: bash
+        env:
+          PACKAGE_USERNAME: ${{ secrets.GOVOPLAN_PACKAGE_USERNAME }}
+          PACKAGE_TOKEN: ${{ secrets.GOVOPLAN_PACKAGE_TOKEN }}
+        run: |
+          set -euo pipefail
+          test -n "$PACKAGE_USERNAME"
+          test -n "$PACKAGE_TOKEN"
+          if [[ "$PUBLISH_PYPI" == 1 ]]; then
+            TWINE_USERNAME="$PACKAGE_USERNAME" TWINE_PASSWORD="$PACKAGE_TOKEN" \
+              python -m twine upload --non-interactive \
+                --repository-url https://git.add-ideas.de/api/packages/GovOPlaN/pypi \
+                dist/*.whl
+          else
+            echo "Exact wheel is already present; skipping immutable retry."
+          fi
+          shopt -s nullglob
+          webui_packages=(dist/*.tgz)
+          if (( ${#webui_packages[@]} )) && [[ "$PUBLISH_NPM" == 1 ]]; then
+            npmrc="$(mktemp)"
+            trap 'rm -f "$npmrc"' EXIT
+            chmod 600 "$npmrc"
+            printf '%s\n' \
+              '@govoplan:registry=https://git.add-ideas.de/api/packages/GovOPlaN/npm/' \
+              "//git.add-ideas.de/api/packages/GovOPlaN/npm/:_authToken=$PACKAGE_TOKEN" \
+              > "$npmrc"
+            NPM_CONFIG_USERCONFIG="$npmrc" npm publish "./${webui_packages[0]}" \
+              --ignore-scripts --access public \
+              --registry https://git.add-ideas.de/api/packages/GovOPlaN/npm/
+          elif (( ${#webui_packages[@]} )); then
+            echo "Exact WebUI package is already present; skipping immutable retry."
+          fi

AGENTS.md

@@ -45,6 +45,8 @@ tools/checks/check-focused.sh
 - Prefer `rg`, `sed`, and targeted tests over broad recursive scans or full builds.
 - Avoid DataGrid changes unless explicitly requested; it is intentionally brittle and has known deferred work.
 - Do not add module-to-module imports for optional integrations. Use core registry/capability/module metadata paths.
+- Treat documentation as part of every behavior change. Update the owning module's manifest-driven `DocumentationTopic` contributions for each affected user and administrator workflow, setting, permission, limitation, and operational consequence. Feature modules own this content; `govoplan-docs` projects it and must not import feature internals.
+- Keep a static user and administrator documentation baseline in every module manifest, even when richer configured-state topics come from `documentation_providers`. Run `/mnt/DATA/git/govoplan/tools/checks/check-manifest-shapes.py` after changing a manifest or module behavior.
 - Treat Gitea issues as the canonical backlog and state log. Treat Gitea wiki pages as durable project context mirrored from repository and product docs. Use `docs/GITEA_ISSUES.md` for labels, templates, TODO import, wiki sync, and Codex issue updates.
 - Do not keep generated WebUI test folders in git status; they should be ignored and removable.
 - Do not start persistent dev servers unless the user asks.

README.md

@@ -4,13 +4,6 @@
 **Repository type:** system (kernel).
 <!-- govoplan-repository-type:end -->
 
-[![Module Matrix](https://git.add-ideas.de/add-ideas/govoplan/actions/workflows/module-matrix.yml/badge.svg?branch=main)](https://git.add-ideas.de/add-ideas/govoplan/actions?workflow=module-matrix.yml&actor=0&status=0)
-[![Release Integration](https://git.add-ideas.de/add-ideas/govoplan/actions/workflows/release-integration.yml/badge.svg?branch=main)](https://git.add-ideas.de/add-ideas/govoplan/actions?workflow=release-integration.yml&actor=0&status=0)
-[![Dependency Audit](https://git.add-ideas.de/add-ideas/govoplan/actions/workflows/dependency-audit.yml/badge.svg?branch=main)](https://git.add-ideas.de/add-ideas/govoplan/actions?workflow=dependency-audit.yml&actor=0&status=0)
-[![Security Audit](https://git.add-ideas.de/add-ideas/govoplan/actions/workflows/security-audit.yml/badge.svg?branch=main)](https://git.add-ideas.de/add-ideas/govoplan/actions?workflow=security-audit.yml&actor=0&status=0)
-
-# govoplan-core
-
 GovOPlaN core is the platform runner and shared foundation. It owns the server entry point, database/session primitives, module discovery, migration orchestration, capability contracts, install/uninstall orchestration, and the shared WebUI shell. Platform and feature behavior is supplied by installed modules.
 
 ## Repository ownership
@@ -23,6 +16,9 @@ Core owns:
 - kernel APIs for platform metadata, module lifecycle, health, and development diagnostics
 - `@govoplan/core-webui`, including login, CSRF/API helpers, shell layout, generic UI components, IconRail, DataGrid, access boundaries, and module route/nav contracts
 
+The shared DataGrid sizing and resize invariants are specified in
+[`docs/DATAGRID_SIZING_CONTRACT.md`](docs/DATAGRID_SIZING_CONTRACT.md).
+
 Platform and feature modules own their backend routers, models, migrations,
 permissions, frontend packages, nav items, and route contributions. Access,
 tenancy, policy, audit, and admin behavior live in their owning platform
@@ -54,7 +50,7 @@ python3 -m venv .venv
 ./.venv/bin/python -m pip install -r requirements-dev.txt
 ```
 
-Run the platform server from core through the module-aware development runner. The default config reads `ENABLED_MODULES` and discovers installed module entry points. Local development defaults to `tenancy,organizations,identity,access,admin,dashboard,policy,audit,campaigns,files,mail,calendar,docs,ops`; set `ENABLED_MODULES` explicitly when testing a smaller module permutation.
+Run the platform server from core through the module-aware development runner. The default config reads `ENABLED_MODULES` and discovers installed module entry points. Local development defaults to the modules listed by `govoplan_core.settings.Settings.enabled_modules`, including Views when its package is installed; set `ENABLED_MODULES` explicitly when testing a smaller module permutation.
 
 ```bash
 cd /mnt/DATA/git/govoplan-core
@@ -74,6 +70,21 @@ ENABLED_MODULES=access,campaigns /mnt/DATA/git/govoplan/.venv/bin/python -m govo
 
 The runner loads the same `GovoplanServerConfig` as `govoplan_core.server.app:app`, builds the platform registry, and passes core plus enabled module source roots to uvicorn as reload directories. After reinstalling the editable package, the same command is also available as `govoplan-devserver`.
 
+For focused backend work, keep the complete module graph active while watching
+only the module being edited. Core/config sources and explicit `--reload-dir`
+paths remain watched:
+
+```bash
+/mnt/DATA/git/govoplan/.venv/bin/python -m govoplan_core.devserver \
+  --reload-module calendar \
+  --reload-module campaign
+```
+
+Use `--reload-core-only` when no optional module source tree should trigger a
+restart. Omitting both options preserves the broad default and watches every
+enabled module. Startup, migration, and compatibility checks still run against
+the complete enabled graph whenever the backend restarts.
+
 The default development database is PostgreSQL at `postgresql+psycopg://govoplan_dev@127.0.0.1:5432/govoplan_dev`. Store the password in `~/.pgpass`. To force the disposable SQLite fallback, run with `GOVOPLAN_DEV_DATABASE_BACKEND=sqlite`; that database lives below `runtime/`.
 
 Local devserver runs do not require Redis. `CELERY_ENABLED` defaults to `false`, so campaign queue actions update database state without publishing Celery tasks. Use the synchronous send flow for local send tests, or set `CELERY_ENABLED=true` only when a Redis broker and worker are running.
@@ -106,7 +117,7 @@ CI runs the `ci` profile in report-only mode and uploads `audit-reports/` as an
 artifact. Once the baseline is clean, set `SECURITY_AUDIT_FAIL_ON_FINDINGS=1`
 or pass `--strict` locally to turn findings into a failing gate.
 
-`govoplan_core.devserver` enables the development bootstrap before loading settings. In dev, startup migrations create or upgrade the schema and the bootstrap creates the default development login if needed. Explicitly setting `DEV_BOOTSTRAP_ENABLED=false` disables this convenience. Production deployments should use migrations and managed database provisioning instead.
+`govoplan_core.devserver` enables the development bootstrap before loading settings. In dev, startup migrations create or upgrade the schema and the bootstrap creates the default development login if needed. Explicitly setting `DEV_BOOTSTRAP_ENABLED=false` disables this convenience. Production deployments use the separate, expiring single-use flow exposed by `python -m govoplan_core.commands.first_admin`; it cannot enable or consume development bootstrap credentials.
 
 To verify the effective runtime paths and bootstrap behavior without starting uvicorn, run the smoke mode:
 
@@ -143,6 +154,10 @@ PATH=/home/zemion/.nvm/versions/node/v22.22.3/bin:$PATH /home/zemion/.nvm/versio
 
 The local host links sibling module WebUI packages through local file dependencies and Vite filesystem allowances. Release builds should use `webui/package.release.json`, which points WebUI module packages at tagged git refs. See [RELEASE_DEPENDENCIES.md](docs/RELEASE_DEPENDENCIES.md).
 
+Production builds lazy-load enabled module descriptors and enforce initial and
+asynchronous JavaScript budgets. See
+[WEBUI_BUNDLE_BUDGETS.md](docs/WEBUI_BUNDLE_BUDGETS.md).
+
 ## Module contract
 
 Backend modules register through the `govoplan.modules` entry point and return a `ModuleManifest`. A manifest can contribute:

alembic/dev_versions/a36d8e4f9b12_german_reference_locale.py

@@ -0,0 +1,23 @@
+from __future__ import annotations
+
+from importlib.util import module_from_spec, spec_from_file_location
+from pathlib import Path
+
+
+_path = (
+    Path(__file__).resolve().parents[1]
+    / "versions"
+    / "a36d8e4f9b12_german_reference_locale.py"
+)
+_spec = spec_from_file_location("govoplan_german_reference_locale_migration", _path)
+if _spec is None or _spec.loader is None:
+    raise RuntimeError(f"Unable to load migration implementation from {_path}")
+_module = module_from_spec(_spec)
+_spec.loader.exec_module(_module)
+
+revision = _module.revision
+down_revision = _module.down_revision
+branch_labels = _module.branch_labels
+depends_on = _module.depends_on
+upgrade = _module.upgrade
+downgrade = _module.downgrade

alembic/dev_versions/c91f0a72be34_core_credential_envelopes.py

@@ -0,0 +1,87 @@
+"""add reusable core credential envelopes
+
+Revision ID: c91f0a72be34
+Revises: 0f1e2d3c4b5a
+Create Date: 2026-07-23 00:00:00.000000
+"""
+from __future__ import annotations
+
+from alembic import op
+import sqlalchemy as sa
+
+
+revision = "c91f0a72be34"
+down_revision = "0f1e2d3c4b5a"
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    inspector = sa.inspect(op.get_bind())
+    if "core_credential_envelopes" in inspector.get_table_names():
+        return
+    op.create_table(
+        "core_credential_envelopes",
+        sa.Column("id", sa.String(length=36), nullable=False),
+        sa.Column("tenant_id", sa.String(length=36), nullable=True),
+        sa.Column("scope_type", sa.String(length=20), nullable=False),
+        sa.Column("scope_id", sa.String(length=255), nullable=True),
+        sa.Column("name", sa.String(length=255), nullable=False),
+        sa.Column("description", sa.Text(), nullable=True),
+        sa.Column("credential_kind", sa.String(length=40), nullable=False),
+        sa.Column("public_data", sa.JSON(), nullable=False),
+        sa.Column("secret_data_encrypted", sa.Text(), nullable=True),
+        sa.Column("secret_keys", sa.JSON(), nullable=False),
+        sa.Column("allowed_modules", sa.JSON(), nullable=False),
+        sa.Column("allowed_server_refs", sa.JSON(), nullable=False),
+        sa.Column("inherit_to_lower_scopes", sa.Boolean(), nullable=False),
+        sa.Column("is_active", sa.Boolean(), nullable=False),
+        sa.Column("revision", sa.String(length=36), nullable=False),
+        sa.Column("created_by_user_id", sa.String(length=36), nullable=True),
+        sa.Column("updated_by_user_id", sa.String(length=36), nullable=True),
+        sa.Column("deleted_at", sa.DateTime(timezone=True), nullable=True),
+        sa.Column("metadata", sa.JSON(), nullable=True),
+        sa.Column("created_at", sa.DateTime(timezone=True), nullable=False),
+        sa.Column("updated_at", sa.DateTime(timezone=True), nullable=False),
+        sa.ForeignKeyConstraint(
+            ["tenant_id"],
+            ["core_scopes.id"],
+            name=op.f("fk_core_credential_envelopes_tenant_id_core_scopes"),
+            ondelete="CASCADE",
+        ),
+        sa.PrimaryKeyConstraint("id", name=op.f("pk_core_credential_envelopes")),
+    )
+    op.create_index(
+        "ix_core_credential_envelopes_scope",
+        "core_credential_envelopes",
+        ["tenant_id", "scope_type", "scope_id"],
+        unique=False,
+    )
+    op.create_index(
+        "ix_core_credential_envelopes_active",
+        "core_credential_envelopes",
+        ["tenant_id", "is_active", "deleted_at"],
+        unique=False,
+    )
+    for column in (
+        "tenant_id",
+        "scope_type",
+        "scope_id",
+        "credential_kind",
+        "is_active",
+        "created_by_user_id",
+        "updated_by_user_id",
+        "deleted_at",
+    ):
+        op.create_index(
+            op.f(f"ix_core_credential_envelopes_{column}"),
+            "core_credential_envelopes",
+            [column],
+            unique=False,
+        )
+
+
+def downgrade() -> None:
+    inspector = sa.inspect(op.get_bind())
+    if "core_credential_envelopes" in inspector.get_table_names():
+        op.drop_table("core_credential_envelopes")

alembic/dev_versions/d03a7b9c1e5f_core_ownership_transfers.py

@@ -0,0 +1,24 @@
+"""development-track wrapper for generic ownership transfers."""
+from __future__ import annotations
+
+from importlib.util import module_from_spec, spec_from_file_location
+from pathlib import Path
+
+
+_path = (
+    Path(__file__).resolve().parents[1]
+    / "versions"
+    / "d03a7b9c1e5f_core_ownership_transfers.py"
+)
+_spec = spec_from_file_location("govoplan_core_ownership_transfer_migration", _path)
+if _spec is None or _spec.loader is None:
+    raise RuntimeError(f"Unable to load ownership migration from {_path}")
+_migration = module_from_spec(_spec)
+_spec.loader.exec_module(_migration)
+
+revision = _migration.revision
+down_revision = _migration.down_revision
+branch_labels = _migration.branch_labels
+depends_on = _migration.depends_on
+upgrade = _migration.upgrade
+downgrade = _migration.downgrade

alembic/dev_versions/e14b8c2d6f90_runtime_coordination_recovery.py

@@ -0,0 +1,24 @@
+"""development-track wrapper for runtime coordination and recovery."""
+from __future__ import annotations
+
+from importlib.util import module_from_spec, spec_from_file_location
+from pathlib import Path
+
+
+_path = (
+    Path(__file__).resolve().parents[1]
+    / "versions"
+    / "e14b8c2d6f90_runtime_coordination_recovery.py"
+)
+_spec = spec_from_file_location("govoplan_runtime_coordination_migration", _path)
+if _spec is None or _spec.loader is None:
+    raise RuntimeError(f"Unable to load runtime coordination migration from {_path}")
+_migration = module_from_spec(_spec)
+_spec.loader.exec_module(_migration)
+
+revision = _migration.revision
+down_revision = _migration.down_revision
+branch_labels = _migration.branch_labels
+depends_on = _migration.depends_on
+upgrade = _migration.upgrade
+downgrade = _migration.downgrade

alembic/dev_versions/f25c9d3e7a01_first_admin_enrollment.py

@@ -0,0 +1,23 @@
+from __future__ import annotations
+
+from importlib.util import module_from_spec, spec_from_file_location
+from pathlib import Path
+
+
+_path = (
+    Path(__file__).resolve().parents[1]
+    / "versions"
+    / "f25c9d3e7a01_first_admin_enrollment.py"
+)
+_spec = spec_from_file_location("govoplan_first_admin_enrollment_migration", _path)
+if _spec is None or _spec.loader is None:
+    raise RuntimeError(f"Unable to load migration implementation from {_path}")
+_module = module_from_spec(_spec)
+_spec.loader.exec_module(_module)
+
+revision = _module.revision
+down_revision = _module.down_revision
+branch_labels = _module.branch_labels
+depends_on = _module.depends_on
+upgrade = _module.upgrade
+downgrade = _module.downgrade

alembic/env.py

@@ -5,9 +5,18 @@ from logging.config import fileConfig
 from alembic import context
 from sqlalchemy import engine_from_config, pool
 
-from govoplan_access.backend.db import models as access_models  # noqa: F401 - populate access metadata
+try:
+    from govoplan_access.backend.db import models as access_models  # noqa: F401 - populate optional access metadata
+except ModuleNotFoundError as exc:
+    if exc.name != "govoplan_access":
+        raise
 from govoplan_core.admin import models as core_admin_models  # noqa: F401 - populate core admin metadata
 from govoplan_core.core import change_sequence as core_change_sequence_models  # noqa: F401 - populate core metadata
+from govoplan_core.core import first_admin as core_first_admin_models  # noqa: F401 - populate core metadata
+from govoplan_core.core import ownership as core_ownership_models  # noqa: F401 - populate core metadata
+from govoplan_core.core import recovery as core_recovery_models  # noqa: F401 - populate core metadata
+from govoplan_core.core import runtime_coordination as core_runtime_models  # noqa: F401 - populate core metadata
+from govoplan_core.security import credential_envelopes as core_credential_models  # noqa: F401 - populate core metadata
 from govoplan_core.core.migrations import migration_metadata_plan
 from govoplan_core.db.base import Base
 from govoplan_core.server.default_config import get_server_config

alembic/versions/a36d8e4f9b12_german_reference_locale.py

@@ -0,0 +1,44 @@
+"""adopt German as the untouched system reference locale
+
+Revision ID: a36d8e4f9b12
+Revises: f25c9d3e7a01
+Create Date: 2026-08-05 00:00:00.000000
+"""
+
+from __future__ import annotations
+
+from alembic import op
+import sqlalchemy as sa
+
+
+revision = "a36d8e4f9b12"
+down_revision = "f25c9d3e7a01"
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    bind = op.get_bind()
+    if "core_system_settings" not in set(sa.inspect(bind).get_table_names()):
+        return
+
+    settings = sa.table(
+        "core_system_settings",
+        sa.column("id", sa.String),
+        sa.column("default_locale", sa.String),
+        sa.column("created_at", sa.DateTime(timezone=True)),
+        sa.column("updated_at", sa.DateTime(timezone=True)),
+    )
+    bind.execute(
+        settings.update()
+        .where(settings.c.id == "global")
+        .where(settings.c.default_locale == "en")
+        .where(settings.c.created_at == settings.c.updated_at)
+        .values(default_locale="de", updated_at=sa.func.now())
+    )
+
+
+def downgrade() -> None:
+    # Locale selection is user-visible state. A downgrade must not overwrite a
+    # German value that may have been selected explicitly after this migration.
+    pass

alembic/versions/c91f0a72be34_core_credential_envelopes.py

@@ -0,0 +1,119 @@
+"""add reusable core credential envelopes
+
+Revision ID: c91f0a72be34
+Revises: 4f2a9c8e7b6d
+Create Date: 2026-07-23 00:00:00.000000
+"""
+from __future__ import annotations
+
+from alembic import op
+import sqlalchemy as sa
+
+
+revision = "c91f0a72be34"
+down_revision = "4f2a9c8e7b6d"
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    inspector = sa.inspect(op.get_bind())
+    if "core_credential_envelopes" in inspector.get_table_names():
+        return
+    op.create_table(
+        "core_credential_envelopes",
+        sa.Column("id", sa.String(length=36), nullable=False),
+        sa.Column("tenant_id", sa.String(length=36), nullable=True),
+        sa.Column("scope_type", sa.String(length=20), nullable=False),
+        sa.Column("scope_id", sa.String(length=255), nullable=True),
+        sa.Column("name", sa.String(length=255), nullable=False),
+        sa.Column("description", sa.Text(), nullable=True),
+        sa.Column("credential_kind", sa.String(length=40), nullable=False),
+        sa.Column("public_data", sa.JSON(), nullable=False),
+        sa.Column("secret_data_encrypted", sa.Text(), nullable=True),
+        sa.Column("secret_keys", sa.JSON(), nullable=False),
+        sa.Column("allowed_modules", sa.JSON(), nullable=False),
+        sa.Column("allowed_server_refs", sa.JSON(), nullable=False),
+        sa.Column("inherit_to_lower_scopes", sa.Boolean(), nullable=False),
+        sa.Column("is_active", sa.Boolean(), nullable=False),
+        sa.Column("revision", sa.String(length=36), nullable=False),
+        sa.Column("created_by_user_id", sa.String(length=36), nullable=True),
+        sa.Column("updated_by_user_id", sa.String(length=36), nullable=True),
+        sa.Column("deleted_at", sa.DateTime(timezone=True), nullable=True),
+        sa.Column("metadata", sa.JSON(), nullable=True),
+        sa.Column("created_at", sa.DateTime(timezone=True), nullable=False),
+        sa.Column("updated_at", sa.DateTime(timezone=True), nullable=False),
+        sa.ForeignKeyConstraint(
+            ["tenant_id"],
+            ["core_scopes.id"],
+            name=op.f("fk_core_credential_envelopes_tenant_id_core_scopes"),
+            ondelete="CASCADE",
+        ),
+        sa.PrimaryKeyConstraint("id", name=op.f("pk_core_credential_envelopes")),
+    )
+    op.create_index(
+        "ix_core_credential_envelopes_scope",
+        "core_credential_envelopes",
+        ["tenant_id", "scope_type", "scope_id"],
+        unique=False,
+    )
+    op.create_index(
+        "ix_core_credential_envelopes_active",
+        "core_credential_envelopes",
+        ["tenant_id", "is_active", "deleted_at"],
+        unique=False,
+    )
+    op.create_index(
+        op.f("ix_core_credential_envelopes_tenant_id"),
+        "core_credential_envelopes",
+        ["tenant_id"],
+        unique=False,
+    )
+    op.create_index(
+        op.f("ix_core_credential_envelopes_scope_type"),
+        "core_credential_envelopes",
+        ["scope_type"],
+        unique=False,
+    )
+    op.create_index(
+        op.f("ix_core_credential_envelopes_scope_id"),
+        "core_credential_envelopes",
+        ["scope_id"],
+        unique=False,
+    )
+    op.create_index(
+        op.f("ix_core_credential_envelopes_credential_kind"),
+        "core_credential_envelopes",
+        ["credential_kind"],
+        unique=False,
+    )
+    op.create_index(
+        op.f("ix_core_credential_envelopes_is_active"),
+        "core_credential_envelopes",
+        ["is_active"],
+        unique=False,
+    )
+    op.create_index(
+        op.f("ix_core_credential_envelopes_created_by_user_id"),
+        "core_credential_envelopes",
+        ["created_by_user_id"],
+        unique=False,
+    )
+    op.create_index(
+        op.f("ix_core_credential_envelopes_updated_by_user_id"),
+        "core_credential_envelopes",
+        ["updated_by_user_id"],
+        unique=False,
+    )
+    op.create_index(
+        op.f("ix_core_credential_envelopes_deleted_at"),
+        "core_credential_envelopes",
+        ["deleted_at"],
+        unique=False,
+    )
+
+
+def downgrade() -> None:
+    inspector = sa.inspect(op.get_bind())
+    if "core_credential_envelopes" in inspector.get_table_names():
+        op.drop_table("core_credential_envelopes")

alembic/versions/d03a7b9c1e5f_core_ownership_transfers.py

@@ -0,0 +1,129 @@
+"""add generic resource ownership transfer state
+
+Revision ID: d03a7b9c1e5f
+Revises: c91f0a72be34
+Create Date: 2026-07-30 00:00:00.000000
+"""
+from __future__ import annotations
+
+from alembic import op
+import sqlalchemy as sa
+
+
+revision = "d03a7b9c1e5f"
+down_revision = "c91f0a72be34"
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    inspector = sa.inspect(op.get_bind())
+    if "core_ownership_transfers" in inspector.get_table_names():
+        return
+    op.create_table(
+        "core_ownership_transfers",
+        sa.Column("id", sa.String(length=36), nullable=False),
+        sa.Column("tenant_id", sa.String(length=36), nullable=False),
+        sa.Column("resource_module", sa.String(length=100), nullable=False),
+        sa.Column("resource_type", sa.String(length=100), nullable=False),
+        sa.Column("resource_id", sa.String(length=255), nullable=False),
+        sa.Column("kind", sa.String(length=40), nullable=False),
+        sa.Column("status", sa.String(length=50), nullable=False),
+        sa.Column("current_owner_type", sa.String(length=40), nullable=False),
+        sa.Column("current_owner_id", sa.String(length=255), nullable=False),
+        sa.Column("target_owner_type", sa.String(length=40), nullable=False),
+        sa.Column("target_owner_id", sa.String(length=255), nullable=False),
+        sa.Column("initiated_by_type", sa.String(length=40), nullable=False),
+        sa.Column("initiated_by_id", sa.String(length=255), nullable=False),
+        sa.Column("owner_approved_by_type", sa.String(length=40), nullable=True),
+        sa.Column("owner_approved_by_id", sa.String(length=255), nullable=True),
+        sa.Column("target_accepted_by_type", sa.String(length=40), nullable=True),
+        sa.Column("target_accepted_by_id", sa.String(length=255), nullable=True),
+        sa.Column("reason", sa.Text(), nullable=True),
+        sa.Column("assurance_profile", sa.String(length=80), nullable=True),
+        sa.Column("required_approvals", sa.Integer(), nullable=False),
+        sa.Column("approvals", sa.JSON(), nullable=False),
+        sa.Column("decisions", sa.JSON(), nullable=False),
+        sa.Column("idempotency_key", sa.String(length=200), nullable=False),
+        sa.Column("canonical_request_hash", sa.String(length=64), nullable=False),
+        sa.Column("expires_at", sa.DateTime(timezone=True), nullable=False),
+        sa.Column("execute_after", sa.DateTime(timezone=True), nullable=True),
+        sa.Column("completed_at", sa.DateTime(timezone=True), nullable=True),
+        sa.Column("declined_at", sa.DateTime(timezone=True), nullable=True),
+        sa.Column("cancelled_at", sa.DateTime(timezone=True), nullable=True),
+        sa.Column("expired_at", sa.DateTime(timezone=True), nullable=True),
+        sa.Column("revision", sa.Integer(), nullable=False),
+        sa.Column("metadata", sa.JSON(), nullable=False),
+        sa.Column("created_at", sa.DateTime(timezone=True), nullable=False),
+        sa.Column("updated_at", sa.DateTime(timezone=True), nullable=False),
+        sa.PrimaryKeyConstraint("id", name=op.f("pk_core_ownership_transfers")),
+        sa.UniqueConstraint(
+            "tenant_id",
+            "resource_module",
+            "idempotency_key",
+            name="uq_core_ownership_transfer_idempotency",
+        ),
+    )
+    op.create_index(
+        op.f("ix_core_ownership_transfers_tenant_id"),
+        "core_ownership_transfers",
+        ["tenant_id"],
+        unique=False,
+    )
+    op.create_index(
+        op.f("ix_core_ownership_transfers_kind"),
+        "core_ownership_transfers",
+        ["kind"],
+        unique=False,
+    )
+    op.create_index(
+        op.f("ix_core_ownership_transfers_status"),
+        "core_ownership_transfers",
+        ["status"],
+        unique=False,
+    )
+    op.create_index(
+        "ix_core_ownership_transfer_resource",
+        "core_ownership_transfers",
+        [
+            "tenant_id",
+            "resource_module",
+            "resource_type",
+            "resource_id",
+            "status",
+        ],
+        unique=False,
+    )
+    op.create_index(
+        "ix_core_ownership_transfer_expiry",
+        "core_ownership_transfers",
+        ["status", "expires_at"],
+        unique=False,
+    )
+
+
+def downgrade() -> None:
+    inspector = sa.inspect(op.get_bind())
+    if "core_ownership_transfers" not in inspector.get_table_names():
+        return
+    op.drop_index(
+        "ix_core_ownership_transfer_expiry",
+        table_name="core_ownership_transfers",
+    )
+    op.drop_index(
+        "ix_core_ownership_transfer_resource",
+        table_name="core_ownership_transfers",
+    )
+    op.drop_index(
+        op.f("ix_core_ownership_transfers_status"),
+        table_name="core_ownership_transfers",
+    )
+    op.drop_index(
+        op.f("ix_core_ownership_transfers_kind"),
+        table_name="core_ownership_transfers",
+    )
+    op.drop_index(
+        op.f("ix_core_ownership_transfers_tenant_id"),
+        table_name="core_ownership_transfers",
+    )
+    op.drop_table("core_ownership_transfers")

alembic/versions/e14b8c2d6f90_runtime_coordination_recovery.py

@@ -0,0 +1,232 @@
+"""add runtime coordination and recovery evidence
+
+Revision ID: e14b8c2d6f90
+Revises: d03a7b9c1e5f
+Create Date: 2026-08-01 00:00:00.000000
+"""
+
+from __future__ import annotations
+
+from alembic import op
+import sqlalchemy as sa
+
+
+revision = "e14b8c2d6f90"
+down_revision = "d03a7b9c1e5f"
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    inspector = sa.inspect(op.get_bind())
+    tables = set(inspector.get_table_names())
+    if "core_runtime_nodes" not in tables:
+        op.create_table(
+            "core_runtime_nodes",
+            sa.Column("id", sa.String(length=36), nullable=False),
+            sa.Column("installation_id", sa.String(length=100), nullable=False),
+            sa.Column("node_id", sa.String(length=200), nullable=False),
+            sa.Column("incarnation", sa.String(length=36), nullable=False),
+            sa.Column("role", sa.String(length=40), nullable=False),
+            sa.Column("software_version", sa.String(length=80), nullable=False),
+            sa.Column("composition_hash", sa.String(length=64), nullable=False),
+            sa.Column("queues", sa.JSON(), nullable=False),
+            sa.Column("state", sa.String(length=30), nullable=False),
+            sa.Column("started_at", sa.DateTime(timezone=True), nullable=False),
+            sa.Column("last_heartbeat_at", sa.DateTime(timezone=True), nullable=False),
+            sa.Column("drain_requested_at", sa.DateTime(timezone=True), nullable=True),
+            sa.Column("drain_reason", sa.String(length=500), nullable=True),
+            sa.Column("stopped_at", sa.DateTime(timezone=True), nullable=True),
+            sa.Column("metadata", sa.JSON(), nullable=False),
+            sa.Column("created_at", sa.DateTime(timezone=True), nullable=False),
+            sa.Column("updated_at", sa.DateTime(timezone=True), nullable=False),
+            sa.PrimaryKeyConstraint("id", name=op.f("pk_core_runtime_nodes")),
+            sa.UniqueConstraint(
+                "installation_id",
+                "node_id",
+                name="uq_core_runtime_node_installation_node",
+            ),
+        )
+        for column in (
+            "installation_id",
+            "node_id",
+            "incarnation",
+            "role",
+            "composition_hash",
+            "state",
+        ):
+            op.create_index(
+                op.f(f"ix_core_runtime_nodes_{column}"),
+                "core_runtime_nodes",
+                [column],
+                unique=False,
+            )
+        op.create_index(
+            "ix_core_runtime_nodes_installation_state_heartbeat",
+            "core_runtime_nodes",
+            ["installation_id", "state", "last_heartbeat_at"],
+            unique=False,
+        )
+
+    if "core_distributed_leases" not in tables:
+        op.create_table(
+            "core_distributed_leases",
+            sa.Column("id", sa.String(length=36), nullable=False),
+            sa.Column("installation_id", sa.String(length=100), nullable=False),
+            sa.Column("resource_key", sa.String(length=255), nullable=False),
+            sa.Column("holder_node_id", sa.String(length=200), nullable=True),
+            sa.Column("holder_incarnation", sa.String(length=36), nullable=True),
+            sa.Column("fencing_token", sa.BigInteger(), nullable=False),
+            sa.Column("acquired_at", sa.DateTime(timezone=True), nullable=True),
+            sa.Column("renewed_at", sa.DateTime(timezone=True), nullable=True),
+            sa.Column("expires_at", sa.DateTime(timezone=True), nullable=False),
+            sa.Column("metadata", sa.JSON(), nullable=False),
+            sa.Column("created_at", sa.DateTime(timezone=True), nullable=False),
+            sa.Column("updated_at", sa.DateTime(timezone=True), nullable=False),
+            sa.PrimaryKeyConstraint("id", name=op.f("pk_core_distributed_leases")),
+            sa.UniqueConstraint(
+                "installation_id",
+                "resource_key",
+                name="uq_core_distributed_lease_resource",
+            ),
+        )
+        for column in (
+            "installation_id",
+            "resource_key",
+            "holder_node_id",
+            "holder_incarnation",
+        ):
+            op.create_index(
+                op.f(f"ix_core_distributed_leases_{column}"),
+                "core_distributed_leases",
+                [column],
+                unique=False,
+            )
+        op.create_index(
+            "ix_core_distributed_leases_expiry",
+            "core_distributed_leases",
+            ["installation_id", "expires_at"],
+            unique=False,
+        )
+
+    if "core_recovery_operations" not in tables:
+        op.create_table(
+            "core_recovery_operations",
+            sa.Column("id", sa.String(length=36), nullable=False),
+            sa.Column("installation_id", sa.String(length=100), nullable=False),
+            sa.Column("module_id", sa.String(length=100), nullable=False),
+            sa.Column("operation_type", sa.String(length=100), nullable=False),
+            sa.Column("resource_type", sa.String(length=100), nullable=True),
+            sa.Column("resource_id", sa.String(length=255), nullable=True),
+            sa.Column("mode", sa.String(length=40), nullable=False),
+            sa.Column("status", sa.String(length=40), nullable=False),
+            sa.Column("idempotency_key", sa.String(length=200), nullable=False),
+            sa.Column("request_sha256", sa.String(length=64), nullable=False),
+            sa.Column("plan", sa.JSON(), nullable=False),
+            sa.Column("backup_reference", sa.String(length=1000), nullable=True),
+            sa.Column("approval_reference", sa.String(length=1000), nullable=True),
+            sa.Column("lease_resource_key", sa.String(length=255), nullable=True),
+            sa.Column("holder_node_id", sa.String(length=200), nullable=True),
+            sa.Column("holder_incarnation", sa.String(length=36), nullable=True),
+            sa.Column("fencing_token", sa.BigInteger(), nullable=True),
+            sa.Column("checkpoint_count", sa.Integer(), nullable=False),
+            sa.Column("evidence_head_sha256", sa.String(length=64), nullable=True),
+            sa.Column("failure_summary", sa.Text(), nullable=True),
+            sa.Column("started_at", sa.DateTime(timezone=True), nullable=True),
+            sa.Column("completed_at", sa.DateTime(timezone=True), nullable=True),
+            sa.Column("recovery_started_at", sa.DateTime(timezone=True), nullable=True),
+            sa.Column("recovered_at", sa.DateTime(timezone=True), nullable=True),
+            sa.Column("revision", sa.Integer(), nullable=False),
+            sa.Column("metadata", sa.JSON(), nullable=False),
+            sa.Column("created_at", sa.DateTime(timezone=True), nullable=False),
+            sa.Column("updated_at", sa.DateTime(timezone=True), nullable=False),
+            sa.PrimaryKeyConstraint("id", name=op.f("pk_core_recovery_operations")),
+            sa.UniqueConstraint(
+                "installation_id",
+                "module_id",
+                "idempotency_key",
+                name="uq_core_recovery_operation_idempotency",
+            ),
+        )
+        for column in (
+            "installation_id",
+            "module_id",
+            "operation_type",
+            "resource_type",
+            "resource_id",
+            "mode",
+            "status",
+        ):
+            op.create_index(
+                op.f(f"ix_core_recovery_operations_{column}"),
+                "core_recovery_operations",
+                [column],
+                unique=False,
+            )
+        op.create_index(
+            "ix_core_recovery_operations_status_updated",
+            "core_recovery_operations",
+            ["installation_id", "status", "updated_at"],
+            unique=False,
+        )
+        op.create_index(
+            "ix_core_recovery_operations_resource",
+            "core_recovery_operations",
+            ["module_id", "resource_type", "resource_id"],
+            unique=False,
+        )
+
+    if "core_recovery_checkpoints" not in tables:
+        op.create_table(
+            "core_recovery_checkpoints",
+            sa.Column("id", sa.String(length=36), nullable=False),
+            sa.Column("operation_id", sa.String(length=36), nullable=False),
+            sa.Column("sequence", sa.Integer(), nullable=False),
+            sa.Column("status", sa.String(length=40), nullable=False),
+            sa.Column("kind", sa.String(length=80), nullable=False),
+            sa.Column("summary", sa.Text(), nullable=False),
+            sa.Column("evidence", sa.JSON(), nullable=False),
+            sa.Column("previous_sha256", sa.String(length=64), nullable=True),
+            sa.Column("checkpoint_sha256", sa.String(length=64), nullable=False),
+            sa.Column("created_at", sa.DateTime(timezone=True), nullable=False),
+            sa.ForeignKeyConstraint(
+                ["operation_id"],
+                ["core_recovery_operations.id"],
+                name=op.f(
+                    "fk_core_recovery_checkpoints_operation_id_core_recovery_operations"
+                ),
+                ondelete="CASCADE",
+            ),
+            sa.PrimaryKeyConstraint("id", name=op.f("pk_core_recovery_checkpoints")),
+            sa.UniqueConstraint(
+                "operation_id",
+                "sequence",
+                name="uq_core_recovery_checkpoint_sequence",
+            ),
+        )
+        for column in ("operation_id", "status", "checkpoint_sha256"):
+            op.create_index(
+                op.f(f"ix_core_recovery_checkpoints_{column}"),
+                "core_recovery_checkpoints",
+                [column],
+                unique=False,
+            )
+        op.create_index(
+            "ix_core_recovery_checkpoints_operation_created",
+            "core_recovery_checkpoints",
+            ["operation_id", "created_at"],
+            unique=False,
+        )
+
+
+def downgrade() -> None:
+    inspector = sa.inspect(op.get_bind())
+    tables = set(inspector.get_table_names())
+    for table in (
+        "core_recovery_checkpoints",
+        "core_recovery_operations",
+        "core_distributed_leases",
+        "core_runtime_nodes",
+    ):
+        if table in tables:
+            op.drop_table(table)

alembic/versions/f25c9d3e7a01_first_admin_enrollment.py

@@ -0,0 +1,110 @@
+"""add controlled first-administrator enrollment evidence
+
+Revision ID: f25c9d3e7a01
+Revises: e14b8c2d6f90
+Create Date: 2026-08-04 00:00:00.000000
+"""
+
+from __future__ import annotations
+
+from alembic import op
+import sqlalchemy as sa
+
+
+revision = "f25c9d3e7a01"
+down_revision = "e14b8c2d6f90"
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    inspector = sa.inspect(op.get_bind())
+    tables = set(inspector.get_table_names())
+    if "core_first_admin_enrollments" not in tables:
+        op.create_table(
+            "core_first_admin_enrollments",
+            sa.Column("installation_id", sa.String(length=100), nullable=False),
+            sa.Column("state", sa.String(length=24), nullable=False),
+            sa.Column("generation", sa.Integer(), nullable=False),
+            sa.Column("token_sha256", sa.String(length=64), nullable=True),
+            sa.Column("token_fingerprint", sa.String(length=16), nullable=True),
+            sa.Column("issued_at", sa.DateTime(timezone=True), nullable=True),
+            sa.Column("expires_at", sa.DateTime(timezone=True), nullable=True),
+            sa.Column("consumed_at", sa.DateTime(timezone=True), nullable=True),
+            sa.Column("consumed_account_id", sa.String(length=36), nullable=True),
+            sa.Column("consumed_membership_id", sa.String(length=36), nullable=True),
+            sa.Column("consumed_tenant_id", sa.String(length=36), nullable=True),
+            sa.Column("consumed_email", sa.String(length=320), nullable=True),
+            sa.Column("consumed_display_name", sa.String(length=255), nullable=True),
+            sa.Column("consumed_request_sha256", sa.String(length=64), nullable=True),
+            sa.Column("issue_reason", sa.String(length=500), nullable=True),
+            sa.Column("event_count", sa.Integer(), nullable=False),
+            sa.Column("evidence_head_sha256", sa.String(length=64), nullable=True),
+            sa.Column("created_at", sa.DateTime(timezone=True), nullable=False),
+            sa.Column("updated_at", sa.DateTime(timezone=True), nullable=False),
+            sa.PrimaryKeyConstraint(
+                "installation_id",
+                name=op.f("pk_core_first_admin_enrollments"),
+            ),
+        )
+        op.create_index(
+            op.f("ix_core_first_admin_enrollments_state"),
+            "core_first_admin_enrollments",
+            ["state"],
+            unique=False,
+        )
+        op.create_index(
+            op.f("ix_core_first_admin_enrollments_expires_at"),
+            "core_first_admin_enrollments",
+            ["expires_at"],
+            unique=False,
+        )
+
+    inspector = sa.inspect(op.get_bind())
+    tables = set(inspector.get_table_names())
+    if "core_first_admin_enrollment_events" not in tables:
+        op.create_table(
+            "core_first_admin_enrollment_events",
+            sa.Column("id", sa.String(length=36), nullable=False),
+            sa.Column("installation_id", sa.String(length=100), nullable=False),
+            sa.Column("sequence", sa.Integer(), nullable=False),
+            sa.Column("event_type", sa.String(length=80), nullable=False),
+            sa.Column("generation", sa.Integer(), nullable=False),
+            sa.Column("evidence", sa.JSON(), nullable=False),
+            sa.Column("previous_sha256", sa.String(length=64), nullable=True),
+            sa.Column("event_sha256", sa.String(length=64), nullable=False),
+            sa.Column("created_at", sa.DateTime(timezone=True), nullable=False),
+            sa.ForeignKeyConstraint(
+                ["installation_id"],
+                ["core_first_admin_enrollments.installation_id"],
+                name=op.f(
+                    "fk_core_first_admin_enrollment_events_installation_id_core_first_admin_enrollments"
+                ),
+                ondelete="CASCADE",
+            ),
+            sa.PrimaryKeyConstraint(
+                "id",
+                name=op.f("pk_core_first_admin_enrollment_events"),
+            ),
+            sa.UniqueConstraint(
+                "installation_id",
+                "sequence",
+                name="uq_core_first_admin_enrollment_event_sequence",
+            ),
+        )
+        for column in ("installation_id", "event_type", "event_sha256"):
+            op.create_index(
+                op.f(f"ix_core_first_admin_enrollment_events_{column}"),
+                "core_first_admin_enrollment_events",
+                [column],
+                unique=False,
+            )
+
+
+def downgrade() -> None:
+    inspector = sa.inspect(op.get_bind())
+    tables = set(inspector.get_table_names())
+    if "core_first_admin_enrollment_events" in tables:
+        op.drop_table("core_first_admin_enrollment_events")
+    if "core_first_admin_enrollments" in tables:
+        op.drop_table("core_first_admin_enrollments")

docs/ACTION_EFFECT_AUTOMATION_LAYER.md

@@ -5,7 +5,7 @@ only linear screen flows. Workflows, schedules, imports, connectors, policies,
 and external events all need to request governed actions without bypassing the
 same safety rules that apply to human users.
 
-The first implementation should live in `govoplan-workflow` and core contracts.
+The first implementation lives in `govoplan-workflow-engine` and Core contracts.
 Create a separate `govoplan-automation` module only if action planning,
 schedulers, rule execution, or cross-module automation become too broad for
 workflow ownership.
@@ -29,6 +29,10 @@ of module capabilities.
 ## Action Definition
 
 An `ActionDefinition` describes something a human or system actor can request.
+The versioned runtime DTOs and provider protocol live in
+`govoplan_core.core.automation`; domain modules implement the protocol and
+Workflow resolves providers through module capabilities rather than importing
+their implementations.
 
 Recommended fields:
 
@@ -43,6 +47,9 @@ Recommended fields:
   irreversible
 - expected effects
 - idempotency key strategy
+- recovery mode: atomic, compensating, snapshot restore, forward recovery, or
+  irreversible
+- concrete verification steps which prove whether the effect occurred
 - audit event names
 - preview provider
 
@@ -85,16 +92,45 @@ The runner should execute an action plan as follows:
 4. Run permission and policy checks.
 5. Generate a consequence preview.
 6. Reserve or verify the idempotency key.
-7. Execute the owning module capability.
+7. Create a durable recovery operation and acquire its execution fence.
-8. Record observed effects.
+8. Persist dispatch evidence before a non-atomic provider call.
-9. Emit events and audit records.
+9. Execute the owning module capability.
-10. Mark the command complete, retryable, quarantined, or requiring manual
+10. Verify the provider result and every announced effect using the action's
+    declared recovery checks.
+11. Commit the local projection and verified recovery checkpoint together.
+12. Emit events and audit records.
+13. Mark the command complete, retryable, quarantined, or requiring manual
     intervention.
 
 The runner must never advance workflow state past a required side effect unless
 the action definition explicitly allows asynchronous completion and the pending
 state is visible.
 
+For external and asynchronous effects, providers must preserve the distinction
+between:
+
+1. requested intent;
+2. approved intent;
+3. dispatched command;
+4. possibly executed but unconfirmed outcome;
+5. confirmed observed effect;
+6. reconciled, corrected, or compensated outcome.
+
+An API timeout after dispatch is not a failed effect and must not be retried as
+an ordinary process failure or a fresh command. The runner records an unknown
+outcome, releases its execution authority, and blocks continuation until an
+operator or provider reconciliation proves either that the effect occurred or
+that it is absent.
+
+`ActionDefinition.recovery_mode` and `recovery_verification` are part of the
+provider contract. The default is conservative forward recovery with explicit
+provider-result and effect verification. Atomic mode is valid only when the
+provider effect and its local projection share the same database transaction.
+The actor context should retain the real identity/account,
+represented function or party, delegation or power, and mandate/jurisdiction
+references when applicable. Domain modules remain responsible for deciding
+which of those references are required for their action.
+
 ## Failure States
 
 Automation should use explicit failure states:
@@ -110,10 +146,15 @@ Automation should use explicit failure states:
 
 These states should be visible in workflow, task, and admin diagnostics.
 
+The contract names these states explicitly as `ActionExecutionState`, alongside
+`pending`, `running`, and `completed`. A provider returns observed effects even
+for partial failures; the runner, not the provider, owns durable attempts,
+recovery decisions, and workflow advancement.
+
 ## Boundary
 
 Core may own stable DTOs, registry contracts, and generic audit/event hooks.
-`govoplan-workflow` should own the first runner because workflow is the first
+`govoplan-workflow-engine` owns the first runner because workflow is the first
 module that coordinates cross-module process actions.
 
 Domain modules own their own action providers. For example, templates own

docs/AUTOMATION_CONTRACTS.md

@@ -0,0 +1,59 @@
+# Automation Contracts
+
+Core defines provider-neutral automation contracts. It does not own domain
+schedules, Workflow graphs, or Dataflow execution.
+
+## Invocation Envelope
+
+`AutomationInvocation` classifies a start as `manual`, `api`, `schedule`,
+`event`, `workflow`, `dependency`, `retry`, or `backfill`. It carries opaque
+trigger and delivery references, event identity, correlation and causation
+IDs, scheduled time, requesting actor, and bounded metadata. Domain runs store
+this envelope with their immutable definition revision.
+
+## Current Authorization
+
+An automated trigger must not persist a user session, bearer token, API key,
+or a snapshot of all current permissions. It stores:
+
+- tenant, account, and membership IDs;
+- an opaque authorization reference;
+- the minimum scopes required by the pinned definition and output target.
+
+At delivery time the optional
+`auth.automationPrincipalProvider` capability resolves current account,
+membership, role, group, function, and delegation state. It intersects current
+authorization with the stored grant. Missing, inactive, or reduced
+authorization blocks the delivery before effects occur.
+
+## Definition Governance
+
+The optional `policy.definitionGovernance` capability evaluates `view`,
+`edit`, `run`, `reuse`, `derive`, and `automate` for system, tenant, group, and
+user definitions. A decision contains an ordered source path and effective
+limits. Derived definitions pin their source revision and hash and retain
+ancestor ceilings. Templates are reusable definitions and cannot run on their
+own.
+
+Without Policy, domain modules use a conservative tenant-local fallback:
+local definitions remain viewable/editable and active complete flows may run;
+inheritance, reuse, derivation, and automation are unavailable.
+
+## Delivery Durability
+
+Domain trigger implementations persist idempotent deliveries before running.
+`emit_platform_event` binds event delivery to the producer's SQLAlchemy
+transaction. When an enabled module provides `platform.eventOutbox`, the event
+is stored in that transaction and a dispatcher may retry it across restarts and
+workers. The Audit module provides the current SQL outbox implementation; the
+Celery `govoplan.events.dispatch_outbox` task drains it through the Dataflow
+event-ingestion capability and the local event bus.
+
+The outbox capability remains optional so reduced module combinations can
+start. Without it, Core queues events on the SQLAlchemy transaction and
+publishes them to the process-local bus only after the outer commit. A rollback,
+including a nested savepoint rollback, discards the corresponding events. This
+fallback is suitable for local or non-critical reactions, but it is not a
+durable multi-worker automation source. Deployments that rely on event-triggered
+work must enable the outbox provider and run the `events` worker queue and
+periodic dispatcher.

docs/CODEX_WORKFLOW.md

@@ -49,6 +49,15 @@ The broad writable root reduces approval churn. The explicit project trust entri
 
 Each active repository has an `AGENTS.md` file. These files define ownership, module boundaries, and focused commands for Codex. Keep durable project conventions there instead of repeating them in every prompt.
 
+Documentation is part of the completion criteria for every behavior change. The
+owning module must update its manifest-driven `DocumentationTopic` contributions
+for affected user and administrator workflows, settings, permissions,
+limitations, and operational consequences. Feature documentation remains in the
+feature module; the optional `govoplan-docs` module projects those contributions
+without importing feature internals. Every module manifest must retain a static
+user and administrator baseline even when runtime providers add configured-state
+details.
+
 Use `~/.codex/config.toml` for personal defaults, auth/runtime settings, writable roots, and trust decisions. Avoid checking in absolute-path writable roots or model preferences unless they are intentionally team-wide.
 
 Use Gitea issues as the canonical backlog and state log. See `docs/GITEA_ISSUES.md` for label setup, TODO import, and Codex issue update commands. Durable docs should describe stable behavior; changing work state belongs on the issue.
@@ -81,5 +90,6 @@ PATH=/mnt/DATA/git/govoplan-core/webui/node_modules/.bin:/home/zemion/.nvm/versi
 - Avoid broad recursive scans and full builds unless the change warrants them.
 - Keep generated build/test folders ignored.
 - Keep optional module behavior behind core registry/capability/module metadata boundaries.
+- Run `tools/checks/check-manifest-shapes.py` after module behavior or manifest changes so user/admin documentation coverage remains complete.
 - Create or update Gitea issues for TODOs, follow-ups, blockers, and feature requests instead of keeping local backlog files.
 - Do not start persistent dev servers unless the user asks.

docs/COMPATIBILITY_INVENTORY.md

@@ -0,0 +1,44 @@
+# GovOPlaN Compatibility Inventory
+
+This inventory classifies compatibility paths covered by
+`COMPATIBILITY_POLICY.md`. It is intentionally limited to behavior that changes
+accepted data, imports, permissions, or migration state. Operational fallbacks
+such as Redis degradation and language fallback are not compatibility paths.
+
+## Database Bridges
+
+| Path | Purpose | Retention | Removal |
+| --- | --- | --- | --- |
+| `govoplan_core.db.migrations.reconcile_legacy_create_all_schema` | Reconciles databases created before Alembic ownership was recorded. | At least one major release after runtime aliases are removed. | Review after `1.0`; keep release-baseline tests. |
+| Migration table/column aliases in `govoplan_core.db.migrations` | Detect and reconcile pre-split table ownership and migration tracks. | All tagged `0.1.x` upgrade origins plus one major release cycle. | Remove only after the corresponding baseline leaves support. |
+| Access and module migration backfills for legacy permission names | Converts persisted role assignments without dropping authority. | Same as the database upgrade origin that contains the old role. | Keep migrations immutable; remove only runtime expansion at `0.2`. |
+
+## Portable-Schema Readers
+
+| Path | Purpose | Retention | Removal |
+| --- | --- | --- | --- |
+| `govoplan_core.mail.config.normalize_split_transport_credentials` | Reads pre-split SMTP/IMAP credentials and emits the split representation. | Current and previous two configuration schema versions. | Version-gate once Mail writes an explicit current schema version; reject inputs older than the two-version window. |
+| `ImapServerConfig.discard_legacy_enabled` | Reads the former nested IMAP `enabled` field without writing it. | Current and previous two configuration schema versions. | Remove with the oldest accepted Mail configuration schema. |
+| `govoplan_core.core.configuration_packages` readers | Reads explicitly versioned configuration-package manifests. | Current and previous two schema versions. | Retire individual readers as their version leaves the window. |
+
+## Runtime And API Aliases
+
+| Path | Purpose | Retention | Removal |
+| --- | --- | --- | --- |
+| `govoplan_core.security.scope_aliases.LEGACY_SCOPE_ALIASES` | Expands pre-granular permission names. | Tagged `0.1.x` runtime/API window. | Remove at `0.2` after role backfills and migration notes are verified. |
+| `govoplan_core.security.module_permissions.LEGACY_TO_MODULE_SCOPES` | Maps pre-module-split scopes to canonical owning-module scopes. | Tagged `0.1.x` runtime/API window. | Remove at `0.2`; keep database migration evidence for one major cycle. |
+| `govoplan_core.privacy.retention` | Stable import facade delegating policy-owned behavior through a capability. | Tagged `0.1.x` import window. | Remove at `0.2` after all in-tree callers use the policy contract and release notes name the replacement. |
+| Legacy tenant aliases in API response schemas | Preserves active-tenant response fields used by `0.1.x` clients. | Tagged `0.1.x` API window. | Remove at `0.2` with response-schema migration notes. |
+| Optional fields in Poll response references | Accepts providers built against the earlier Poll contract. | Tagged `0.1.x` runtime contract window. | Remove or require a new interface version at `0.2`. |
+| Legacy single-tenant summary providers | Allows modules without the batch provider introduced in `0.1.x`. | Tagged `0.1.x` module contract window. | Remove at `0.2` after manifests advertise the batch provider contract. |
+| WebUI `react-router-dom` build alias | Resolves tagged `0.1.x` module source imports to Core's single `react-router` runtime so one composition never loads two router contexts. | Tagged `0.1.x` WebUI source window. | Remove at `0.2` after every supported module tag imports `react-router` directly. |
+
+## Removed Paths
+
+| Path | Reason | Removed |
+| --- | --- | --- |
+| `govoplan_core.core.module_installer._run_restart_command_legacy` | Private wrapper had no callers and never represented a persisted or published contract. | Current development line |
+| Retired `govoplan_core.api.admin` and pre-split core model imports | In-tree callers and module packages use their owning modules; regression tests prohibit reintroduction. | Before `0.1.10` |
+
+Every new compatibility path must be added here with its classification,
+diagnostic, test owner, and planned removal release.

docs/COMPATIBILITY_POLICY.md

@@ -0,0 +1,69 @@
+# GovOPlaN Compatibility Policy
+
+This document defines the compatibility window that release tooling, module
+owners, migration authors, import/export providers, and API maintainers must
+preserve. It is the source of truth for deciding whether compatibility code can
+be removed.
+
+## Database Upgrades
+
+- A released installation from every tagged `0.1.x` version is a supported
+  database upgrade origin.
+- The recorded public release-baseline ledger starts at `v0.1.7`; earlier
+  `0.1.x` tags predate production installations. If an earlier tagged database
+  is encountered, the release must provide or document a compatibility bridge
+  instead of silently treating the database as a fresh installation.
+- Released migration revision IDs and recorded release heads are immutable.
+- Each release must prove an upgrade from every still-supported recorded
+  baseline, as well as a fresh installation, before its tag is published.
+- Migration-only reconciliation needed by an old database remains available for
+  at least one subsequent major release cycle after the corresponding runtime
+  compatibility path is removed.
+
+The release-baseline format and commands are documented in
+`RELEASE_DEPENDENCIES.md`.
+
+## Configuration And Export Schemas
+
+- Writers emit only the current schema version.
+- Readers accept the current schema version and the previous two schema
+  versions.
+- Older input is rejected with a diagnostic that identifies its version and the
+  required staged upgrade or conversion path.
+- A module-owned configuration provider must version its input and output
+  schema explicitly. It must not infer an old schema from missing fields once a
+  versioned schema has shipped.
+- Round-trip and upgrade tests must cover all three readable versions before a
+  schema change is released.
+
+This window applies to configuration packages, module-owned exports, and other
+portable GovOPlaN configuration artifacts. Domain interchange standards with
+their own compatibility rules remain governed by the owning module.
+
+## Runtime And API Aliases
+
+- Compatibility aliases must emit an explicit deprecation diagnostic and point
+  to the supported replacement.
+- New callers must use the canonical contract. In-tree callers may not add new
+  uses of a deprecated alias.
+- Runtime imports, request fields, response fields, routes, and scope aliases
+  carried for the `0.1.x` split line are retired at `0.2`, with migration notes.
+- An alias may be removed earlier only when it never shipped in a tag or when a
+  security fix requires removal. The release notes must state the exception.
+- Database reconciliation code is not a runtime/API alias and follows the
+  longer database window above.
+
+## Removal Checklist
+
+Compatibility code can be removed only when all of the following are true:
+
+1. The path is inventoried as a database bridge, portable-schema reader, or
+   runtime/API alias.
+2. Its minimum retention window has elapsed.
+3. In-tree callers and published module manifests use the replacement.
+4. Upgrade, import, or API regression tests cover the retained window.
+5. Diagnostics and migration notes identify any staged action operators must
+   take.
+
+If one condition is not met, version-gate the compatibility path and record its
+planned removal release instead of deleting it.

docs/CONFIGURATION_PACKAGES.md

@@ -48,6 +48,35 @@ interface = how configured parts connect
 data = what the operator must provide for this deployment
 ```
 
+## Package Classes
+
+The same signed package mechanism supports several explicitly named classes:
+
+| Class | Purpose |
+| --- | --- |
+| `reference` | Prove a bounded journey, degraded states, recovery, and target-environment acceptance. |
+| `product` | Provide a reusable operating capability such as governed communication, service-to-decision, procurement/contracts, or governed BI. |
+| `sector` | Specialize terminology, forms, rules, process baselines, controls, reports, and integrations for an institutional sector without forking modules. |
+| `deployment` | Declare a supported infrastructure topology, operational assumptions, health gates, and recovery evidence. |
+| `integration` | Declare external systems, provider bindings, source-authority modes, maturity, required health, and reconciliation behavior. |
+
+Package class is metadata and validation context, not additional authority. A
+sector package does not become a module and cannot write another module's
+tables. Packages may extend other packages only through versioned fragments and
+must preserve provenance and parent constraints.
+
+The contract enforces class-specific evidence. Reference packages require
+target, recovery, security, operations, accessibility, privacy, and
+documentation evidence. Deployment and integration packages require their
+corresponding target/recovery/operations evidence, while integration packages
+also name provider authority and minimum-maturity expectations. Preflight
+blocks a missing, incompatible, or unhealthy provider. A derived package may
+tighten parent module, capability, and provider requirements but cannot remove
+or loosen them. Every non-documentation claim made by reference, deployment, or
+integration packages carries a `sha256:<digest>` binding. Repository checks
+recompute those hashes, while signed package verification protects the declared
+manifest during transport.
+
 ## Package Model
 
 A configuration package should be a signed, portable manifest plus module-owned
@@ -68,6 +97,14 @@ Required package metadata:
 - preflight checks and post-import health checks
 - migration or transformation rules for older package versions
 - provenance, export source metadata, and signature metadata
+- package class and optional parent package/version constraints
+- source-authority bindings and provider-operation expectations for every
+  external integration used by the package
+
+Portable configuration schemas follow `COMPATIBILITY_POLICY.md`: providers
+write only their current schema version and read that version plus the previous
+two versions. Older input must produce a version-specific staged-upgrade
+diagnostic.
 
 Configuration fragments are interpreted only by the module that owns them. For
 example, workflow imports workflow definitions; forms imports form schemas;

docs/CONTEXTUAL_HELP_CONTRACT.md

@@ -0,0 +1,65 @@
+# Contextual Help Contract
+
+GovOPlaN exposes context-sensitive help through `F1` and the titlebar help
+control. The shell resolves a stable help identity from the focused control,
+its containing surface, and the current route. The Docs module then projects
+the best visible user or administrator topic for that identity.
+
+## Resolution Order
+
+The WebUI resolves help in this order:
+
+1. an explicit `helpContextId` or `data-help-context-id` on the focused item
+2. the focused shared control's `interfaceId`, `helpTopicId`, and label key
+3. a containing dialog, card, administration section, or page surface
+4. the current registered route, including dynamic module routes
+5. a stable route-derived fallback when no explicit identity is available
+
+Focused field and action contexts retain the page context as
+`fallback_context`. This lets Docs show a field-specific topic when one exists
+and otherwise open the owning page or module documentation instead of a generic
+help page.
+
+## Documentation Lookup
+
+Static `DocumentationTopic` contributions announce exact contexts through
+`metadata.help_contexts`. Core publishes that catalogue with the enabled module
+manifest, allowing the shell to link directly to an exact topic when possible.
+Docs still performs the authoritative audience, permission, configured-state,
+and documentation-type filtering.
+
+Core also maps explicit route, navigation, settings, and View surface IDs to
+the module's static user or administrator documentation baseline. This makes a
+page association complete by default and gives every derived field/action
+context a useful fallback. Exact `metadata.help_contexts` remain the preferred
+authoring mechanism for consequential or unfamiliar controls.
+
+When there is no exact topic, Docs resolves the page fallback and then the first
+visible topic owned by the module. If Docs is unavailable, the shell opens the
+hosted documentation with the same context parameters.
+
+## Authoring Controls
+
+Core shared controls expose stable help metadata. Prefer these props rather
+than adding custom `F1` listeners:
+
+- `interfaceId` identifies a durable UI surface or action.
+- `helpContextId` identifies a documentation context when it differs from the
+  interface identity.
+- `helpTopicId` links directly to a module-owned documentation topic.
+- translated label keys provide deterministic field identities for ordinary
+  `FormField`, `ToggleSwitch`, search, date/time, email, button, dialog, and card
+  controls.
+
+Module routes, public routes, settings sections, and administration sections
+may also declare `helpContextId` and `helpTopicId`. Each module must keep a
+static user/admin documentation baseline and should list its important route,
+workflow, setting, permission, and limitation identities in
+`metadata.help_contexts`.
+
+## Boundary
+
+Help identities describe presentation context; they are not authorization
+claims. Opening help never bypasses route or documentation permissions. Docs
+owns documentation projection, feature modules own their content, and Core owns
+focus capture, context resolution, and fallback routing.

docs/DATAGRID_SIZING_CONTRACT.md

@@ -0,0 +1,67 @@
+# DataGrid Sizing Contract
+
+`DataGrid` turns every declared track into a deterministic pixel layout after
+its container has a measurable width. The same contract is used on initial
+layout, container resize, persisted-layout restore, and pointer resize.
+
+## Column Declarations
+
+- `width: number` or `Npx` is the preferred pixel width.
+- `width: N%` is a preferred share of the measured container.
+- `width: Nfr` shares residual width by fraction weight.
+- `width: minmax(Npx, preferred)` combines a hard lower bound with any
+  supported preferred width.
+- An omitted width and the legacy `fill` flag are one-fraction flexible tracks.
+- `minWidth` is a hard floor. Header sort, filter, and resize controls may raise
+  the effective accessible floor.
+- `maxWidth` bounds direct user growth and free/constrained compensation. In a
+  cover layout it is a preferred maximum: passive tracks may exceed it when
+  that is necessary to keep the table flush with its container.
+
+## Layout Modes
+
+| `initialFit` | `resizeBehavior` | Initial layout | Pointer resize |
+| --- | --- | --- | --- |
+| `container` | `cover` | Real columns fill the container. Hard-minimum excess scrolls horizontally. | Growth may create horizontal overflow. Shrink first consumes overflow, then grows resizable columns to the right; it stops before underflow. |
+| `content` | `cover` | After measurement, the same cover invariant applies. | Same as cover above. |
+| `container` | `constrained` | Real columns fill the container. | Peer compensation respects every hard min/max and stops the active resize when capacity is exhausted. |
+| `content` | `free` | Declared content widths are retained. | Only the active column changes, so underflow or horizontal overflow is allowed. |
+| `container` | `free` | The initial layout fills the container. | Later user resizing is free. A right-sticky column promotes this mode to cover so its edge remains stable. |
+
+Sticky columns do not absorb ordinary cover residuals and are not resize
+compensation targets. A last resizable column may grow into overflow. It may
+shrink only by the current overflow, because shrinking farther would require a
+blank filler track. Dragging farther past that stop does not bank width changes:
+the column remains stopped until the pointer crosses the same boundary again.
+
+## Persistence
+
+Only the pixel layout resulting from an explicit user resize is persisted.
+Persisted widths are keyed by a signature containing column IDs, declared
+widths and bounds, resize affordances, sticky placement, initial fit, and resize
+behavior. A changed signature discards the old override and recomputes the
+declared layout.
+
+Container reconciliation is suspended while a pointer drag is active. On
+release, the already-rendered pixel layout becomes the persisted preference.
+Reconciliation may grow it to prevent underflow, but never shrinks intentional
+user overflow, so there is no drag-end snap.
+
+## Regression Matrix
+
+`webui/tests/data-grid-sizing.test.ts` covers:
+
+- pixel, percentage, fraction, `minmax`, omitted, and legacy-fill tracks;
+- preferred max exhaustion without a synthetic filler column;
+- hard-minimum horizontal overflow;
+- fixed-only cover grids;
+- persisted overrides under growth and viewport pressure;
+- stale layout signatures;
+- first and middle-column right-side compensation;
+- last-resizable-column overflow, underflow stop, and reverse-pointer boundary;
+- free, cover, and constrained resizing;
+- cover-expanded tracks that already exceed preferred maxima; and
+- preservation of the pointer layout across the commit fit.
+
+`webui/tests/data-grid-actions.test.tsx` also verifies the rendered fixed-cover
+shape and guards against reintroducing a synthetic buffer cell.

docs/DEPLOYMENT_OPERATOR_GUIDE.md

@@ -36,7 +36,7 @@ set +a
 | Setting | Required outside dev | Purpose |
 | --- | --- | --- |
 | `APP_ENV` | yes | Runtime profile. Use `prod`, `staging`, or a deployment-specific value outside local development. |
-| `MASTER_KEY_B64` | yes | Fernet key or base64 encoded 32-byte key used for encrypted module secrets. Rotate through an explicit operator plan. |
+| `MASTER_KEY_B64` | yes | Fernet key or base64 encoded 32-byte deployment root used for encrypted module secrets and, when enabled, the Encryption module's local server-envelope provider. Rotate only through an explicit provider-aware migration plan. |
 | `DATABASE_URL` | yes | SQLAlchemy database URL for core and installed modules. SQLite is supported for dev/small installs; PostgreSQL is the preferred production target. |
 | `ENABLED_MODULES` | yes | Comma-separated startup module set. Keep `tenancy,access` enabled; keep `admin` enabled for operator UI. |
 
@@ -57,6 +57,8 @@ PY
 | `GOVOPLAN_MIGRATION_TRACK` | `release` | Use the release track for normal runtime and deployments. Use `dev` only for fresh/disposable databases that intentionally replay detailed development migrations. |
 | `DEV_AUTO_MIGRATE_ENABLED` | `true` | Dev convenience only. Production should run migration commands explicitly during deployment. |
 | `DEV_BOOTSTRAP_ENABLED` | `false` | Dev bootstrap only. `govoplan_core.devserver` and `govoplan/tools/launch/launch-dev.sh` default it to `true`; use controlled first-admin creation outside dev. |
+| `FIRST_ADMIN_ENROLLMENT_TTL_SECONDS` | `1800` | Lifetime of a locally issued production enrollment credential. Allowed range: 60 seconds to 24 hours. |
+| `FIRST_ADMIN_ENROLLMENT_FILE` | `/run/govoplan/first-admin-enrollment.json` | Local operator artifact. The command creates it with mode `0600` and never prints the secret. |
 
 Operator rule: take a database backup before applying migrations or destructive
 module retirement. For non-SQLite databases, configure deployment-specific
@@ -144,8 +146,12 @@ tools/checks/postgres-integration-check.py \
 ```
 
 The integration check runs migrations and startup smoke checks across the
-standard module permutations. `--reset-schema` is destructive and belongs only
+standard module permutations. It first requires the retirement atomicity proof,
-on throwaway databases.
+using Files' real secret-owning provider and Audit's persistent recorder. That
+proof uses only random, test-owned schemas and cleans them afterward; it does
+not reset `public`. `--reset-schema` is destructive and belongs only on
+throwaway databases. Do not pass `--skip-retirement-atomicity` when collecting
+release evidence.
 
 ### Broker And Workers
 
@@ -153,13 +159,16 @@ on throwaway databases.
 | --- | --- | --- |
 | `REDIS_URL` | `redis://redis:6379/0` | Celery broker/result backend when async workers are enabled. |
 | `CELERY_ENABLED` | `false` | Local/dev can send synchronously. Production campaign delivery should run workers and set this to `true`. |
-| `CELERY_QUEUES` | `send_email,append_sent,notifications,calendar,default` | Queue list expected by worker/process manager definitions. The Calendar queue drains durable external-calendar operations. |
+| `CELERY_QUEUES` | `send_email,append_sent,notifications,mail,calendar,dataflow,workflow,postbox,events,idm,default` | Queue list expected by worker/process manager definitions. Keep this aligned with every enabled module task route; Ops reports missing worker queue consumers. |
+| `CELERY_VISIBILITY_TIMEOUT_SECONDS` | `3600` | Maximum time before Redis may redeliver work left unacknowledged by a lost worker. Set this above the longest supported task duration; changing it requires a worker-loss acceptance drill. |
+| `PLATFORM_EVENT_OUTBOX_MAX_ATTEMPTS` | `8` | Failed durable consumer deliveries are quarantined after this many attempts. |
+| `PLATFORM_EVENT_OUTBOX_TERMINAL_RETENTION_DAYS` | `90` | Successful event envelopes older than this are removed by the daily retention task. Quarantined evidence is retained. |
 
 Worker command:
 
 ```bash
 python -m celery -A govoplan_core.celery_app:celery worker \
-  --queues send_email,append_sent,notifications,calendar,default \
+  --queues send_email,append_sent,notifications,mail,calendar,dataflow,workflow,postbox,events,idm,default \
   --loglevel INFO
 ```
 
@@ -171,6 +180,13 @@ crashes, and expired worker leases:
 python -m celery -A govoplan_core.celery_app:celery beat --loglevel INFO
 ```
 
+Before promoting a worker composition, run the repository worker-runtime drill
+against the same Redis and Core build. It uses the bounded
+`govoplan.worker.acceptance` task and records publish/consume, retry, warm
+SIGTERM, and worker-loss redelivery evidence without accessing tenant data.
+Production evidence must use the deployed queue configuration and a visibility
+timeout that is longer than every supported business task.
+
 ### Storage
 
 | Setting | Default | Notes |
@@ -183,6 +199,11 @@ python -m celery -A govoplan_core.celery_app:celery beat --loglevel INFO
 | `FILE_STORAGE_S3_ACCESS_KEY_ID` | empty | Secret; inject through deployment environment. |
 | `FILE_STORAGE_S3_SECRET_ACCESS_KEY` | empty | Secret; inject through deployment environment. |
 | `FILE_STORAGE_S3_BUCKET` | `files` | Managed-file object bucket. |
+| `FILE_STORAGE_S3_DEPLOYMENT_MANAGED` | `false` | Reserved for the installer-owned `http://garage:3900` service. It does not authorize arbitrary internal or external S3 endpoints. |
+| `FILE_ARCHIVE_MAX_ENTRIES` | `10000` | Maximum declared entries accepted during archive preview and confirmation. |
+| `FILE_ARCHIVE_MAX_EXPANDED_BYTES` | `2147483648` | Maximum actual expanded bytes across selected archive content. |
+| `FILE_ARCHIVE_MAX_EXPANSION_RATIO` | `100` | Maximum expanded-to-compressed archive ratio. |
+| `FILE_ARCHIVE_PREVIEW_TTL_SECONDS` | `1800` | Lifetime of the sealed actor/archive/destination-bound preview token. |
 
 Legacy `S3_*` settings remain for older storage paths but new deployments should
 prefer `FILE_STORAGE_*`.
@@ -205,9 +226,13 @@ prefer `FILE_STORAGE_*`.
 Interactive password login is enabled with fixed-window limits of 10 failures
 per normalized identity and 100 failures per direct client over 900 seconds.
 `AUTH_LOGIN_THROTTLE_*` settings change those limits. Counters use `REDIS_URL`
-when Redis is reachable so replicas share state; a bounded process-local
+when Redis is reachable so replicas share state. Production-like startup fails
-fallback keeps development and Redis outages functional, with per-process
+when throttling is enabled without `REDIS_URL`. Set
-enforcement until Redis recovers.
+`GOVOPLAN_ALLOW_PROCESS_LOCAL_LOGIN_THROTTLE=true` only as an explicit
+single-process risk acceptance. A bounded process-local fallback keeps
+development and temporary Redis outages functional, with per-process
+enforcement until Redis recovers; monitor Redis because protection is weaker
+during that fallback.
 
 ### Outbound Connector Egress
 
@@ -277,8 +302,34 @@ configuration, not the core runtime contract. Store them in a local ignored
 3. Build the WebUI from `webui/package.release.json` or deploy a prebuilt
    artifact from the same release tag.
 4. Run database migrations with the target `DATABASE_URL`.
-5. Create the first tenant and system owner through the controlled bootstrap or
+5. Create the first tenant and system owner through the controlled bootstrap:
-   one-time admin command for the deployment.
+
+```bash
+python -m govoplan_core.commands.first_admin status
+python -m govoplan_core.commands.first_admin issue \
+  --reason "initial production installation"
+```
+
+   The issue command fails when an active system administrator already exists,
+   writes the random credential only to `FIRST_ADMIN_ENROLLMENT_FILE`, and does
+   not print it. Check `GET /api/v1/bootstrap/status`, then submit the account
+   and initial tenant fields to `POST /api/v1/bootstrap/first-admin` with the
+   secret in `X-GovOPlaN-Enrollment-Token`. The operation creates the protected
+   system owner and initial tenant-owner membership in one transaction and
+   retires the credential. A repeated identical request returns the same result
+   without creating another owner.
+
+   If the artifact is lost or expires before use, a local operator may rotate
+   it only while no durable system administrator exists:
+
+```bash
+python -m govoplan_core.commands.first_admin recover \
+  --reason "expired installation handoff"
+```
+
+   Issue and recovery write hash-chained Core evidence and an audit event. They
+   never enable or reuse `DEV_BOOTSTRAP_ENABLED`, `DEV_BOOTSTRAP_PASSWORD`, or
+   `DEV_BOOTSTRAP_API_KEY`.
 6. Start the API service with `govoplan_core.server.app:app`.
 7. Start workers when `CELERY_ENABLED=true`.
 8. Start the WebUI/reverse proxy and verify CORS/cookie settings.
@@ -328,7 +379,7 @@ the checked in `.env.example`. It runs:
 - explicit `ENABLED_MODULES`
 - explicit migrations and `--with-dev-data` bootstrap
 - API via the module-aware devserver
-- a Celery worker for `send_email,append_sent,notifications,calendar,default`
+- a Celery worker for `send_email,append_sent,notifications,mail,calendar,dataflow,workflow,postbox,events,idm,default`
 - WebUI through the Vite dev server
 - durable local files under `runtime/production-like/files`
 
@@ -408,6 +459,14 @@ SQLite's backup API; non-SQLite databases require
 `--database-backup-command`, `--database-restore-check-command`, and
 `--database-restore-command`.
 
+Every non-dry run also owns the database-fenced
+`core:module-lifecycle:deployment` recovery operation. The run record includes
+its operation id and status. A supervised run reaches durable `succeeded` only
+after restart and health verification. `recovery_required` or `outcome_unknown`
+blocks another lifecycle mutation until the recorded operation is reconciled;
+do not bypass this by deleting `install.lock`. See
+[`MODULE_LIFECYCLE_RECOVERY.md`](MODULE_LIFECYCLE_RECOVERY.md).
+
 Database hook commands receive:
 
 - `GOVOPLAN_INSTALLER_RUN_DIR`
@@ -447,7 +506,9 @@ Run the rollback drill before relying on installer automation in a new
 environment:
 
 ```bash
-/mnt/DATA/git/govoplan/tools/checks/module-installer-rollback-drill.py --format json
+/mnt/DATA/git/govoplan/tools/checks/module-installer-rollback-drill.py \
+  --format json \
+  --evidence-path runtime/module-installer/restore-drill-evidence.json
 ```
 
 The drill uses temporary SQLite databases and simulated package commands. It
@@ -468,7 +529,7 @@ checks, catalog trust, signing, keyring, replay, and license operation.
 ## Operator Checklist
 
 - Runtime secrets are injected outside git.
-- `MASTER_KEY_B64` is set and backed up securely.
+- `MASTER_KEY_B64` is set and backed up securely; restores of locally encrypted content fail closed without the exact matching key.
 - Database backup and restore commands are tested.
 - File/object storage is durable and backed up.
 - `CORS_ORIGINS` and cookie settings match the deployed WebUI origin.

docs/DOCUMENTATION_MAP.md

@@ -9,12 +9,21 @@ operator, and roadmap pages.
 | Topic | Canonical document | Notes |
 | --- | --- | --- |
 | Module architecture and kernel contracts | `MODULE_ARCHITECTURE.md` | Stable module contracts, API efficiency contracts, durable boundary decisions, lifecycle, and WebUI contribution rules. |
+| Compatibility policy | `COMPATIBILITY_POLICY.md` | Supported database upgrade origins, portable-schema read/write windows, runtime/API alias retirement, and compatibility-code removal criteria. |
 | RBAC and resource access | `ACCESS_RBAC_MODEL.md` | Current permission, role, API-key, and resource-access model. |
 | Governance hierarchy | `GOVERNANCE_MODEL.md` | System, tenant, user/group, campaign policy inheritance and admin UI structure. |
 | Policy decision DTOs and provenance | `POLICY_CONTRACTS.md` | Shared explain/provenance shape; module-specific policy docs should link here. |
 | Events and audit trace context | `EVENTS_AND_AUDIT.md` | Event dispatch semantics and audit payload conventions. |
 | Action/effect automation layer | `ACTION_EFFECT_AUTOMATION_LAYER.md` | Action/effect contracts, consequence preview, runner semantics, and module boundary for automation. |
+| External references and integration maturity | `EXTERNAL_REFERENCES_AND_INTEGRATION_MATURITY.md` | Stable external identity and cumulative connector maturity; configured source authority is defined by the meta target architecture. |
+| Institutional context and governed references | `INSTITUTIONAL_CONTEXT_CONTRACT.md` | Shared temporal, actor/representation, institution, mandate, service, party, decision, evidence, legal-basis, information-governance, presentation, and geo DTO/provider contracts. |
+| Temporal data read context | `TEMPORAL_DATA_CONTEXT.md` | Valid-time and recorded-time titlebar selection, HTTP/cache contract, security boundary, and module-adoption rule. |
+| Cross-module information governance adoption | `INFORMATION_GOVERNANCE_ADOPTION.md` | Manifest evidence and enforcement rules for temporal browsing, purpose-aware access, retention, and institutional context. |
+| Context-sensitive F1 help | `CONTEXTUAL_HELP_CONTRACT.md` | Focus, route, module-manifest documentation contexts, Docs projection, and hosted fallback. |
+| German localization and help quality gate | `LOCALIZATION_AND_HELP_QUALITY.md` | German reference locale, new-installation default, catalog completeness, automatic page associations, and explicit-help review priorities. |
 | Postbox E2EE target architecture | `POSTBOX_E2EE_ARCHITECTURE.md` | Strategic encrypted postbox/mailbox model, key ownership, role mailbox semantics, and retraction limits. |
+| Shared state, runtime coordination, and recovery | `STATE_AND_RECOVERY_CONTRACT.md` | State profiles, object storage, node registration/drain, fenced leases, migration ordering, and recovery evidence. |
+| Module lifecycle recovery | `MODULE_LIFECYCLE_RECOVERY.md` | Installer/live-graph recovery modes, deployment fence, evidence, retry blocking, and operator reconciliation. |
 
 ## Release And Operations
 
@@ -25,13 +34,18 @@ operator, and roadmap pages.
 | Release dependencies and catalogs | `RELEASE_DEPENDENCIES.md` | Release package refs, migration baselines, release lockfiles, catalog trust/licensing, catalog publishing, and release checklist. |
 | Dependency vulnerability audits | `DEPENDENCY_AUDITS.md` | Local and CI audit commands plus dated audit result notes. |
 | Remote WebUI bundle design | `REMOTE_WEBUI_BUNDLES.md` | Experimental controlled-deployment design; normal releases still use package builds. |
+| WebUI loading and bundle budgets | `WEBUI_BUNDLE_BUDGETS.md` | Installed-module lazy boundaries, enforced initial/async budgets, and baseline measurements. |
 
 ## Product And Module Planning
 
 | Topic | Canonical document | Notes |
 | --- | --- | --- |
 | Product roadmap and module routing | `GOVOPLAN_MASTER_ROADMAP.md` | Product-level sequencing, implementation gates, issue routing, and missing-module decisions. |
+| Stable platform ideas | `govoplan/docs/PLATFORM_CORE_IDEAS.md` | Cross-product thesis, canonical distinctions, product experience rule, maturity rule, and decision test. |
+| Current cross-product reconciliation | `govoplan/docs/STRATEGY_STATUS.md` | The only current prose status source; generated evidence and Gitea remain authoritative inputs. |
+| Institutional governance target | `govoplan/docs/INSTITUTIONAL_GOVERNANCE_TARGET_ARCHITECTURE.md` | Cross-product semantic layers, source-authority modes, candidate Mandates/Services/Parties/Decisions boundaries, and migration sequence. |
 | UI/UX decisions | `UI_UX_DECISION_LEDGER.md` | Binding guided-UI decisions, open decisions, impact index, and review checklist. |
+| Core interface migration | `INTERFACE_PATTERN_MIGRATION.md` | Core-owned settings, credential, retention, lifecycle, and shared-component evidence for the product pattern language. |
 | Interface ethics and design doctrine | `INTERFACE_ETHICS_AND_DESIGN_DOCTRINE.md` | Product-level doctrine for context, decision, consequence, contestability, responsibility, and traceability. |
 | Public-sector integration posture | `PUBLIC_SECTOR_INTEGRATION_STRATEGY.md` | Strategy index; executable target inventory lives in `govoplan-connectors`. |
 | Configuration packages | `CONFIGURATION_PACKAGES.md` | Package model, provider contract, import/export flow, and tracking slices. |

docs/DURABLE_RECOVERY_OPERATIONS.md

@@ -0,0 +1,44 @@
+# Durable Recovery Operations
+
+Modules must use `begin_durable_recovery_operation` for work whose effects can
+outlive the caller's SQLAlchemy transaction. The helper commits the canonical
+request hash, recovery plan, precondition evidence, running state, and lease
+fence before the caller mutates object storage, a queue, a filesystem, or an
+external provider.
+
+Each later checkpoint is written through an independent database session. A
+business-transaction rollback therefore cannot erase evidence of an earlier
+effect. Successful completion requires concrete verification checks and a valid
+hash chain. Compensation likewise records recovery-required, recovering, and
+verified-recovered checkpoints rather than reporting an ordinary failure.
+A definitive pre-effect or provider rejection records terminal `rejected`
+evidence instead of being mislabeled as success, atomic rollback, or recovery
+work.
+
+If a runtime disappears, another runtime may claim the operation only after the
+lease expires. The takeover records both fences. A stale compensatable operation
+becomes recovery-required; a stale forward-only or irreversible external effect
+becomes outcome-unknown; a database-only atomic operation is recorded failed
+because its transaction rolled back. Takeover never re-executes the original
+request automatically.
+
+Evidence and metadata may contain opaque references, digests, counts, and
+provider result codes. They must never contain credentials or resolved secrets.
+Ops is the platform surface for unresolved operation status; owning modules must
+provide the reconciliation action and business-level explanation.
+
+Database-only operations must use the durable handle's atomic terminal methods
+when their module rows and final recovery checkpoint belong to one invariant.
+Those methods stage the terminal checkpoint and lease release in the caller's
+SQLAlchemy transaction, then commit the domain rows and recovery evidence
+together. A failed commit rolls both back and leaves the previously durable
+`running` record available for stale-fence handling; modules must not commit
+their domain state first and close an `atomic` recovery record afterwards.
+
+An owning module may reconcile an `outcome_unknown` provider effect through the
+claimed durable handle's `resolve_unknown` method. External evidence that the
+effect occurred records verified success. Evidence that it did not occur moves
+the operation through recovery-required and recovering to verified recovered,
+so any later attempt must use a new deliberate idempotency key. The method does
+not infer provider state and requires the same terminal verification structure
+and hash-chain checks as ordinary completion.

docs/EVENTS_AND_AUDIT.md

@@ -8,25 +8,32 @@ module reactions, and operator diagnostics.
 
 ## Production Transport Decision
 
-The first production target is a **database outbox plus in-process immediate
+The production transport is a **transactional database outbox plus retrying
-dispatch**:
+dispatcher**:
 
 - Use `govoplan_core.core.events.PlatformEvent` for domain and platform events.
-- Use `EventBus` as the in-process dispatch contract for same-process module
+- Call `emit_platform_event(session, event)` to bind event delivery to the
-  reactions that are safe to run inline.
+  domain transaction.
+- The optional `platform.eventOutbox` capability persists events atomically.
+  The Audit module provides the current SQL implementation.
+- Without an outbox provider, Core publishes to `EventBus` only after the outer
+  transaction commits. This preserves reduced installations but is not durable
+  across process failure or multiple workers.
+- Use `EventBus` as the in-process dispatch contract for module reactions
+  invoked by the outbox dispatcher or for non-critical fallback reactions.
 - Use the shared `audit_event` / `audit_from_principal` helper for audited
-  module actions. The helper persists the audit row and immediately publishes a
+  module actions. The helper persists the audit row and transactionally emits a
   governed `PlatformEvent` whose `type` is the audit action.
 - Use `record_change` for module delta feeds. It persists the change-sequence
-  row and immediately publishes a generic module change event such as
+  row and transactionally emits a generic module change event such as
   `mail.profile.updated`.
-- Persist durable integration/workflow events through a database outbox before
+- Drain the outbox with the Celery `govoplan.events.dispatch_outbox` task on the
-  acknowledging the state change that produced them.
+  `events` queue. The periodic schedule also retries pending rows.
-- Drain the outbox through a small dispatcher process. The dispatcher may call
+- The dispatcher invokes Dataflow event ingestion when that capability is
-  in-process handlers in the same deployment first, but its storage contract is
+  active, then publishes to the process-local bus.
-  database-backed.
 - Treat Redis/Celery as worker/job infrastructure, not as the authoritative
-  first event transport. A Celery dispatcher can consume the outbox later.
+  first event transport. PostgreSQL remains authoritative until dispatch is
+  recorded.
 - Keep the dispatch implementation pluggable behind the `PlatformEvent`
   envelope so a future message broker can be added without changing event
   producers.
@@ -44,17 +51,18 @@ Event producers should write their domain state and outbox event in the same
 database transaction wherever possible. Handlers must be idempotent because the
 outbox dispatcher can retry after a crash or timeout.
 
-Recommended first outbox columns:
+The current outbox stores:
 
 - `event_id`, `event_type`, `module_id`
 - `correlation_id`, `causation_id`
-- `payload`, `occurred_at`
+- `classification`, serialized event `payload`
-- `available_at`, `attempt_count`, `claimed_at`, `claim_token`
+- `status`, `attempts`, `next_attempt_at`
-- `processed_at`, `last_error`
+- `dispatched_at`, `last_error`, timestamps
 
-Inline `EventBus` handlers are allowed only for non-critical local reactions.
+Handlers must be idempotent: a worker may complete an external effect and fail
-Anything that must survive process failure, restart, package update, or worker
+before marking its outbox row dispatched. Anything that must survive process
-redeployment belongs in the outbox.
+failure, restart, package update, or worker redeployment requires the outbox
+provider and dispatcher.
 
 ## Trace IDs
 

docs/EXTERNAL_REFERENCES_AND_INTEGRATION_MATURITY.md

@@ -0,0 +1,67 @@
+# External References And Integration Maturity
+
+GovOPlaN integrations use a shared external-reference contract instead of
+storing connector-specific URLs and identifiers in every module.
+
+An external reference identifies an object by:
+
+- external system instance
+- object type
+- stable external object ID
+- optional connector configuration
+- canonical HTTP(S) URL without embedded credentials
+- optional source version, ETag, observation time, and non-secret metadata
+
+The identity key is `system:object_type:object_id`. A GovOPlaN object may retain
+multiple references, but one reference must never silently change its identity.
+Moving or escalating work creates a new object and an explicit relationship; it
+does not rewrite either object's history.
+
+## Integration Maturity
+
+Maturity is cumulative:
+
+1. `discover`: identify configured external systems and their health.
+2. `link`: retain and open stable external references.
+3. `search`: include authorized external objects in GovOPlaN search.
+4. `read`: display authoritative external content.
+5. `publish`: create or update external content from GovOPlaN.
+6. `synchronize`: reconcile changes in both directions with conflict handling.
+7. `migrate`: perform a governed, verifiable transfer into GovOPlaN.
+8. `replace`: provide the native operational capability without the external tool.
+
+Connectors must declare and document the maturity they actually implement.
+`synchronize` requires durable cursors, idempotency, provenance, conflict
+handling, deletion semantics, and observable failures. A link-only connector
+must not imply that GovOPlaN holds an authoritative copy.
+
+## Source Authority Is A Separate Dimension
+
+Integration maturity states what an adapter is capable of doing. It does not
+decide which system owns truth for a configured object or field group. A
+binding separately selects one of the source-authority modes defined by the
+[institutional governance target architecture](../../govoplan/docs/INSTITUTIONAL_GOVERNANCE_TARGET_ARCHITECTURE.md):
+
+- `native_authoritative`
+- `external_authoritative`
+- `external_mirror`
+- `governed_sync`
+- `governance_overlay`
+- `linked_reference`
+
+A connector can therefore support `synchronize` while a tenant deliberately
+uses it only as an external mirror. Conversely, a native GovOPlaN object may
+retain link-only references to several external systems. Authority may be
+narrowed by tenant, organization, service, object type, object, field group, or
+process step and must be visible in provenance and configuration preflight.
+
+## Domain Ownership
+
+- Domain modules own native GovOPlaN objects and their authorization.
+- Connectors own protocols, credentials, discovery, transport, and sync state.
+- Search owns indexing and result aggregation, but source modules remain
+  responsible for authorization.
+- Core owns only the stable DTOs and extension contracts.
+
+The Python contract is
+`govoplan_core.core.external_references.ExternalObjectReference`.

docs/GOVOPLAN_MASTER_ROADMAP.md

@@ -10,12 +10,15 @@ gates. Issues are the active backlog; this document is durable architecture
 planning context and should be mirrored to the Gitea wiki.
 
 The meta repository's
-[Connected Governance Platform Roadmap](https://git.add-ideas.de/add-ideas/govoplan/src/branch/main/docs/CONNECTED_GOVERNANCE_PLATFORM_ROADMAP.md)
+[Connected Governance Platform Roadmap](https://git.add-ideas.de/GovOPlaN/govoplan/src/branch/main/docs/CONNECTED_GOVERNANCE_PLATFORM_ROADMAP.md)
 describes the corresponding cross-product stakeholder visions, configurable
 service and operating configurations, connected outcome stories, and
 capability horizons. The selected five-stage delivery sequence and its gates
 are in the meta repository's
-[Reference Journey Program](https://git.add-ideas.de/add-ideas/govoplan/src/branch/main/docs/REFERENCE_JOURNEY_PROGRAM.md).
+[Reference Journey Program](https://git.add-ideas.de/GovOPlaN/govoplan/src/branch/main/docs/REFERENCE_JOURNEY_PROGRAM.md).
+The semantic target, source-authority modes, and reconciliation with the
+implemented platform are in the meta repository's
+[Institutional Governance Target Architecture](https://git.add-ideas.de/GovOPlaN/govoplan/src/branch/main/docs/INSTITUTIONAL_GOVERNANCE_TARGET_ARCHITECTURE.md).
 Those product documents are canonical; this Core roadmap remains their
 technical sequencing and module-routing companion.
 
@@ -64,8 +67,9 @@ verify or reverse those effects.
   `INTERFACE_ETHICS_AND_DESIGN_DOCTRINE.md`.
 - Automation must use governed action/effect contracts, not hidden side
   effects. The first automation layer is defined in
-  `ACTION_EFFECT_AUTOMATION_LAYER.md` and should start in `govoplan-workflow`
+  `ACTION_EFFECT_AUTOMATION_LAYER.md`; its first runner lives in
-  unless a separate automation module becomes justified.
+  `govoplan-workflow-engine`. Create a separate automation module only if the
+  scheduler/action runtime outgrows workflow coordination.
 - Encrypted postboxes are a strategic target. Early postbox, access, and
   identity-trust contracts should stay compatible with the E2EE architecture in
   `POSTBOX_E2EE_ARCHITECTURE.md`.
@@ -144,8 +148,9 @@ pattern exists.
 | Structured forms and validation | `govoplan-forms` |
 | Uploaded files and managed storage | `govoplan-files` |
 | Case record and lifecycle | `govoplan-cases` |
-| Workflow transitions and automation | `govoplan-workflow` |
+| Workflow runtime, transitions, and automation | `govoplan-workflow-engine` |
-| Action/effect catalogue and automation runner | first `govoplan-workflow`; possible future `govoplan-automation` if it outgrows workflow |
+| Workflow definition editing | optional `govoplan-workflow` |
+| Action/effect catalogue and automation runner | first `govoplan-workflow-engine`; possible future `govoplan-automation` only if it outgrows workflow |
 | Internal work queues and tasks | `govoplan-tasks` |
 | Appointment proposals and booking | `govoplan-appointments`, `govoplan-calendar` |
 | Postbox, email, and notifications | `govoplan-postbox`, `govoplan-mail`, `govoplan-notifications` |
@@ -153,13 +158,18 @@ pattern exists.
 | Organizational structures, units, and functions | `govoplan-organizations` |
 | Identity-to-function assignments and directory synchronization | `govoplan-idm` |
 | Identity trust, device keys, and encrypted postbox key contracts | `govoplan-identity-trust`, `govoplan-access`, `govoplan-postbox` |
-| Service directory/catalog | `govoplan-portal` |
+| Service directory presentation | `govoplan-portal` |
+| Versioned institutional service definition | shared service contract first; candidate `govoplan-services` after reuse proof |
+| Mandate, jurisdiction, and institutional authority | shared mandate contract first; candidate `govoplan-mandates` after reuse proof |
+| Procedure-local parties and representation | shared party contract first; candidate `govoplan-parties` after reuse proof |
+| Formal institutional decisions | shared decision contract first; candidate `govoplan-decisions` after reuse proof |
 | Permit/document generation | `govoplan-templates`, `govoplan-dms` |
 | Payment capture and accounting handoff | `govoplan-payments`, `govoplan-ledger` |
 | Authentication projection, roles, permissions, acting context | `govoplan-access` |
 | Tenants, policy, and audit | `govoplan-tenancy`, `govoplan-policy`, `govoplan-audit` |
 | External software integration | `govoplan-connectors` |
-| Recurring extraction and transformation | possible future `govoplan-datasources`, possible future `govoplan-dataflow` |
+| Governed data/register catalogue | `govoplan-datasources` |
+| Recurring extraction and transformation | `govoplan-dataflow` over Datasources and Connectors contracts |
 | Reports, BI, and management visibility | `govoplan-reporting` |
 
 ## Configuration And Safety Target
@@ -204,8 +214,9 @@ an editor applies a high-impact configuration change.
 
 ## Reference Journeys
 
-The active sequence is selected. Workflow remains deliberately deferred and is
+The active sequence is selected. Workflow Engine and its optional editor are
-not a dependency of these journeys.
+now available foundations, but a reference journey does not depend on Workflow
+unless its package explicitly composes and proves it.
 
 ### Journey 1: Campaign Demonstration Composition
 
@@ -256,9 +267,11 @@ The result must preserve official-key mappings, organizational and reporting
 date semantics, quality findings, quarantine/replay, transparent calculation,
 and reproducible promotion between development, test, and production.
 
-Reporting consumes the product. Create `govoplan-datasources` or
+Reporting consumes the product. Datasources owns the governed source and
-`govoplan-dataflow` only after the concrete path proves repeated ownership that
+materialization lifecycle; Dataflow owns typed transformation/run lineage;
-does not belong to connectors, Reporting, or the producing domain module.
+Connectors owns external transport. The concrete path must now prove those
+implemented boundaries and expose any missing contracts instead of recreating
+them inside Reporting or a producing domain module.
 
 ### Journey 5: Collaborative Document Lifecycle
 
@@ -336,8 +349,9 @@ Create or refine in this order:
    access.
 4. `govoplan-cases`: case record, status, assignments, deadlines, and case
    evidence.
-5. `govoplan-workflow`: state machine, transitions, commands, and module
+5. `govoplan-workflow-engine`: state machine, transitions, commands, module
-   handoff.
+   handoff, and resumable execution; optional `govoplan-workflow` supplies the
+   editor.
 6. `govoplan-tasks`: work queues, assignments, due dates, and follow-ups.
 7. `govoplan-templates`: permit/decision document generation.
 8. `govoplan-postbox`, `govoplan-mail`, `govoplan-notifications`: applicant and
@@ -412,7 +426,7 @@ Goal: cover internal support and public issue reporting.
 
 Create or refine in this order:
 
-1. `govoplan-issue-reporting`: public/internal reports, categories, intake,
+1. `govoplan-tickets`: public/internal reports, requests, incidents, queues,
    location, evidence, and triage.
 2. `govoplan-helpdesk`: service desk tickets, queues, SLAs, assignments,
    escalation, and resolution evidence.
@@ -526,31 +540,34 @@ Refine:
   dashboard data.
 - `govoplan-search`: permissioned cross-module discovery.
 
-Create only when justified:
+Refine the existing owners:
 
-- `govoplan-datasources`: source catalog, connection profiles, schema discovery,
+- `govoplan-datasources`: governed data/register catalog, live/cached/static
-  freshness, provenance.
+  sources, staging, immutable materializations, freshness, quality, legal and
-- `govoplan-dataflow`: transformations, validation, lineage, scheduled runs,
+  organizational context, and provenance. Connector profiles and credentials
-  publication outputs.
+  remain in Connectors.
-- `govoplan-projects`: only if OpenProject connectors and existing cases/tasks
+- `govoplan-dataflow`: typed transformations, validation, lineage, manual,
-  cannot cover the required semantics.
+  scheduled and event-triggered runs, reusable definitions, and publication
+  outputs.
+- `govoplan-projects`: native projects, portfolios, milestones, goals,
+  dependencies, capacity, outcomes, and external OpenProject references;
+  Connectors owns OpenProject transport and synchronization.
 
 Reference journey: monthly data extraction, transformation, validation, approval,
 publication, and reporting.
 
-Recurring extraction/transformation should start as a configuration package
+Recurring extraction/transformation should be delivered as a configuration
-across connectors, files, workflow, reporting, and templates. The package should
+package across Connectors, Datasources, Dataflow, Workflow Engine, Reporting,
-register sources, declare schemas, define mapping/validation versions, schedule
+Files, and Templates. The package should register sources, declare schemas,
-runs, produce previewable diffs, write governed outputs, and preserve lineage,
+define mapping/validation versions, schedule runs, produce previewable diffs,
-hashes, operator actions, and audit evidence. Create `govoplan-datasources` or
+write governed outputs, and preserve lineage, hashes, operator actions, and
-`govoplan-dataflow` only after this work exposes repeated contracts that do not
+audit evidence.
-belong to existing modules.
 
 Exit criteria:
 
 - connector catalog exists before building many adapters
-- dataflow is created only after recurring transformation becomes product
+- datasource and dataflow ownership remains provider-neutral and is proved by
-  behavior
+  the recurring transformation package
 - reporting consumes governed sources with provenance
 
 ## Implementation Gates
@@ -591,23 +608,25 @@ in the capability waves:
 4. Implement one data-backed Templates/Reporting path and safe HIS-style deep
    launch.
 5. Extend that concrete source into one governed university analytical data
-   product before generalizing data-source or dataflow ownership.
+   product and use it to harden the existing Datasources/Dataflow ownership,
+   quality, lineage, and promotion contracts.
 6. Implement Files-backed DMS versions and one provider-neutral collaborative
    editing lifecycle, then connect Records handoff.
 7. Maintain already integrated Calendar/Scheduling/Poll and other foundations;
    activate another capability cluster only when the current journey needs it
    or the product roadmap explicitly reprioritizes it.
-8. Resume Workflow only by explicit product decision and constrain it with
+8. Extend Workflow Engine and the optional editor only through stable actions
-   stable actions from one demonstrated package.
+   and one demonstrated package at a time.
 
 ## Deliberate Deferrals
 
 Defer these until a reference journey proves the need:
 
 - full ERP replacement
-- native project management beyond connector support
+- unsupported breadth in native project management before the Projects/OpenProject
-- an unbounded general-purpose dataflow platform; the bounded governed BI
+  boundary is proved in a reference journey
-  reference journey is selected
+- unbounded Dataflow operators or execution engines without golden-flow,
+  quality, lineage, resource-limit, and recovery evidence
 - every possible public-sector protocol adapter
 - rich LMS behavior beyond training administration
 - full qualified digital signing/trust services beyond the identity-trust and
@@ -625,73 +644,69 @@ repositories or to explicit missing-module decisions.
 
 | Idea | Owner | Tracking |
 | --- | --- | --- |
-| Government operations backbone reference model | `govoplan-core` | `add-ideas/govoplan-core#213` |
+| Government operations backbone reference model | `govoplan-core` | `GovOPlaN/govoplan-core#213` |
-| Permit-to-payment configuration package | `govoplan-core` plus participating modules | `add-ideas/govoplan-core#214` |
+| Permit-to-payment configuration package | `govoplan-core` plus participating modules | `GovOPlaN/govoplan-core#214` |
-| Fully UI-managed configuration with safety controls | `govoplan-admin`, `govoplan-core`, `govoplan-policy`, `govoplan-access`, `govoplan-audit` | `add-ideas/govoplan-core#218` |
+| Fully UI-managed configuration with safety controls | `govoplan-admin`, `govoplan-core`, `govoplan-policy`, `govoplan-access`, `govoplan-audit` | `GovOPlaN/govoplan-core#218` |
-| Access as a module | `govoplan-access` | `add-ideas/govoplan-access#7` |
+| Access as a module | `govoplan-access` | `GovOPlaN/govoplan-access#7` |
-| Interface ethics and decision-consequence doctrine | `govoplan-core` plus all UI-owning modules | `add-ideas/govoplan-core#227` |
+| Interface ethics and decision-consequence doctrine | `govoplan-core` plus all UI-owning modules | `GovOPlaN/govoplan-core#227` |
-| Action/effect automation layer | first `govoplan-workflow`; possible future `govoplan-automation` | `add-ideas/govoplan-workflow#1` |
+| Action/effect automation layer | `govoplan-workflow-engine`; possible future `govoplan-automation` only after boundary proof | `GovOPlaN/govoplan-workflow#1` |
-| E2EE role/function postbox architecture | `govoplan-postbox`, `govoplan-identity-trust`, `govoplan-access`, `govoplan-policy`, `govoplan-audit` | `add-ideas/govoplan-postbox#15`, `add-ideas/govoplan-identity-trust#1` |
+| E2EE role/function postbox architecture | `govoplan-postbox`, `govoplan-identity-trust`, `govoplan-access`, `govoplan-policy`, `govoplan-audit` | `GovOPlaN/govoplan-postbox#15`, `GovOPlaN/govoplan-identity-trust#1` |
-| Identity, account, function, role, right semantic model | `govoplan-access` | `add-ideas/govoplan-access#9` |
+| Identity, account, function, role, right semantic model | `govoplan-access` | `GovOPlaN/govoplan-access#9` |
-| Role-based service directory/catalog | `govoplan-portal` | `add-ideas/govoplan-portal#1` |
+| Role-based service directory presentation | `govoplan-portal`; reusable service definition is a shared contract and candidate `govoplan-services` | `GovOPlaN/govoplan-portal#1` |
-| Unified inbox across tasks, postbox, notifications, and portal | `govoplan-core` coordination plus owning modules | `add-ideas/govoplan-tasks#1`, `add-ideas/govoplan-notifications#1` |
+| Unified inbox across tasks, postbox, notifications, and portal | `govoplan-core` coordination plus owning modules | `GovOPlaN/govoplan-tasks#1`, `GovOPlaN/govoplan-notifications#1` |
-| OpenProject API / project management connector | `govoplan-connectors` | `add-ideas/govoplan-connectors#1` |
+| OpenProject API / project management connector | `govoplan-connectors` | `GovOPlaN/govoplan-connectors#1` |
-| Native project-management module decision | connector-first through `govoplan-connectors`; no native project module yet | `add-ideas/govoplan-core#196`, `add-ideas/govoplan-connectors#1` |
+| Native project-management module | `govoplan-projects`; OpenProject transport remains connector-owned | `GovOPlaN/govoplan-projects#1`, `GovOPlaN/govoplan-connectors#12` |
-| Datasources for databases, CSV, files, APIs | no repository yet; start with connectors/files/reporting and create `govoplan-datasources` only after the first package proves shared source-catalog ownership | `add-ideas/govoplan-core#197` |
+| Datasources for databases, CSV, files, APIs | `govoplan-datasources`, with external protocol and credential ownership in Connectors | `GovOPlaN/govoplan-datasources#1` |
-| Dataflow for pipelines, BI, publication | no repository yet; start with workflow/reporting/connectors and create `govoplan-dataflow` only after repeated pipeline/lineage contracts emerge | `add-ideas/govoplan-core#198` |
+| Dataflow for pipelines, BI, publication | `govoplan-dataflow` over Datasources and module-owned providers | `GovOPlaN/govoplan-dataflow#1` |
-| Monthly datasource and transformation workflows | first as configuration package across connectors, files, workflow, reporting, and templates | `add-ideas/govoplan-core#216` |
+| Monthly datasource and transformation workflows | configuration package across Connectors, Datasources, Dataflow, Workflow Engine, Reporting, Files, and Templates | `GovOPlaN/govoplan#8`, `GovOPlaN/govoplan-dataflow#17` |
-| Templates for letters, emails, forms, reports | `govoplan-templates`, separate from reporting | `add-ideas/govoplan-core#190`, `add-ideas/govoplan-templates#1` |
+| Templates for letters, emails, forms, reports | `govoplan-templates`, separate from reporting | `GovOPlaN/govoplan-core#190`, `GovOPlaN/govoplan-templates#1` |
-| Reporting and BI | `govoplan-reporting`, separate from templates | `add-ideas/govoplan-core#190`, `add-ideas/govoplan-reporting#1` |
+| Reporting and BI | `govoplan-reporting`, separate from templates | `GovOPlaN/govoplan-core#190`, `GovOPlaN/govoplan-reporting#1` |
-| File connectors: Nextcloud, Seafile, SMB, NFS | `govoplan-files` | `add-ideas/govoplan-files#15` |
+| File connectors: Nextcloud, Seafile, SMB, NFS | `govoplan-files` | `GovOPlaN/govoplan-files#15` |
-| Public-sector software integration catalogue | `govoplan-connectors` with core strategy index | `add-ideas/govoplan-core#191`, `add-ideas/govoplan-connectors#2` |
+| Public-sector software integration catalogue | `govoplan-connectors` with core strategy index | `GovOPlaN/govoplan-core#191`, `GovOPlaN/govoplan-connectors#2` |
-| Public-sector integration landscape catalogue | `govoplan-connectors` with core tracking | `add-ideas/govoplan-core#215` |
+| Public-sector integration landscape catalogue | `govoplan-connectors` with core tracking | `GovOPlaN/govoplan-core#215` |
-| Cases module concept | `govoplan-cases` | `add-ideas/govoplan-core#174` |
+| Cases module concept | `govoplan-cases` | `GovOPlaN/govoplan-core#174` |
-| Workflow module concept | `govoplan-workflow` | `add-ideas/govoplan-core#175` |
+| Workflow runtime/editor split | `govoplan-workflow-engine` runtime plus optional `govoplan-workflow` editor | `GovOPlaN/govoplan-workflow#12`, `GovOPlaN/govoplan-workflow#13` |
-| Connectors module concept | `govoplan-connectors` | `add-ideas/govoplan-core#176` |
+| Connectors module concept | `govoplan-connectors` | `GovOPlaN/govoplan-core#176` |
-| Adrema-style address and distribution-list management | `govoplan-addresses` | `add-ideas/govoplan-addresses#1` |
+| Adrema-style address and distribution-list management | `govoplan-addresses` | `GovOPlaN/govoplan-addresses#1` |
-| Consume sources and become a governed source | `govoplan-connectors` plus possible future `govoplan-dataflow` | `add-ideas/govoplan-connectors#3`, `add-ideas/govoplan-core#198` |
+| Consume sources and become a governed source | Connectors acquires, Datasources governs/materializes, Dataflow transforms/publishes | `GovOPlaN/govoplan-connectors#3`, `GovOPlaN/govoplan-datasources#3` |
-| Governed connector configuration, dry-run, and simulation runtime | `govoplan-connectors` | `add-ideas/govoplan-connectors#6` |
+| Governed connector configuration, dry-run, and simulation runtime | `govoplan-connectors` | `GovOPlaN/govoplan-connectors#6` |
-| Terminfindung and meeting scheduling polls | `govoplan-scheduling`; calendar primitives remain in calendar | `add-ideas/govoplan-core#193`, `add-ideas/govoplan-scheduling#1` |
+| Terminfindung and meeting scheduling polls | `govoplan-scheduling`; calendar primitives remain in calendar | `GovOPlaN/govoplan-core#193`, `GovOPlaN/govoplan-scheduling#1` |
-| Terminplaner and calendar primitives | `govoplan-calendar` | `add-ideas/govoplan-core#193`, `add-ideas/govoplan-calendar#1` |
+| Terminplaner and calendar primitives | `govoplan-calendar` | `GovOPlaN/govoplan-core#193`, `GovOPlaN/govoplan-calendar#1` |
-| Terminbuchung appointment booking | `govoplan-appointments` | `add-ideas/govoplan-core#193`, `add-ideas/govoplan-appointments#1` |
+| Terminbuchung appointment booking | `govoplan-appointments` | `GovOPlaN/govoplan-core#193`, `GovOPlaN/govoplan-appointments#1` |
-| Collaborative documents | `govoplan-dms` | `add-ideas/govoplan-dms#1` |
+| Collaborative documents | `govoplan-dms` | `GovOPlaN/govoplan-dms#1` |
-| Forms | `govoplan-forms` for definitions and `govoplan-forms-runtime` for submissions/runtime behavior | `add-ideas/govoplan-core#194`, `add-ideas/govoplan-forms#1` |
+| Forms | `govoplan-forms` for definitions and `govoplan-forms-runtime` for submissions/runtime behavior | `GovOPlaN/govoplan-core#194`, `GovOPlaN/govoplan-forms#1` |
-| RSS consume and emit | `govoplan-connectors` | `add-ideas/govoplan-connectors#4` |
+| RSS consume and emit | `govoplan-connectors` | `GovOPlaN/govoplan-connectors#4` |
-| LDAP, Active Directory, OpenDesk identity | `govoplan-idm` | `add-ideas/govoplan-idm#1` |
+| LDAP, Active Directory, OpenDesk identity | `govoplan-idm` | `GovOPlaN/govoplan-idm#1` |
-| OpenDesk stack integration map | integration profile across IDM/access, mail/calendar, files/DMS, and connectors; not a monolithic module | `add-ideas/govoplan-core#195`, `add-ideas/govoplan-connectors#5` |
+| OpenDesk stack integration map | integration profile across IDM/access, mail/calendar, files/DMS, and connectors; not a monolithic module | `GovOPlaN/govoplan-core#195`, `GovOPlaN/govoplan-connectors#5` |
-| Open-Xchange mail/groupware | `govoplan-mail` | `add-ideas/govoplan-mail#5` |
+| Open-Xchange mail/groupware | `govoplan-mail` | `GovOPlaN/govoplan-mail#5` |
-| Open-Xchange calendar | `govoplan-calendar` | `add-ideas/govoplan-calendar#2` |
+| Open-Xchange calendar | `govoplan-calendar` | `GovOPlaN/govoplan-calendar#2` |
-| Scalability profiles and autoscaling readiness | `govoplan-ops`, `govoplan-core` | `add-ideas/govoplan-core#217` |
+| Scalability profiles and autoscaling readiness | `govoplan-ops`, `govoplan-core` | `GovOPlaN/govoplan-core#217` |
-| Hardware sizing matrix and requirements calculator | `govoplan-ops`, `govoplan-core` | `add-ideas/govoplan-core#219` |
+| Hardware sizing matrix and requirements calculator | `govoplan-ops`, `govoplan-core` | `GovOPlaN/govoplan-core#219` |
-| Collaboration suite integration strategy | `govoplan-connectors`, `govoplan-dms`, `govoplan-workflow`, `govoplan-tasks`, `govoplan-appointments`, `govoplan-calendar` | `add-ideas/govoplan-core#220` |
+| Collaboration suite integration strategy | `govoplan-connectors`, `govoplan-dms`, `govoplan-workflow`, `govoplan-tasks`, `govoplan-appointments`, `govoplan-calendar` | `GovOPlaN/govoplan-core#220` |
-| Install/runtime configuration contract | `govoplan-core`, later `govoplan-ops` | `add-ideas/govoplan-core#19` |
+| Install/runtime configuration contract | `govoplan-core`, later `govoplan-ops` | `GovOPlaN/govoplan-core#19` |
-| Installer/deployment operator flow | `govoplan-core`, later `govoplan-ops` | `add-ideas/govoplan-core#26` |
+| Installer/deployment operator flow | `govoplan-core`, later `govoplan-ops` | `GovOPlaN/govoplan-core#26` |
-| Production-like deployment documentation | `govoplan-core`, later `govoplan-ops` | `add-ideas/govoplan-core#28` |
+| Production-like deployment documentation | `govoplan-core`, later `govoplan-ops` | `GovOPlaN/govoplan-core#28` |
 
 Boundary rationale lives in `MODULE_ARCHITECTURE.md`. Current decisions:
 
 - templates and reporting are separate modules
-- RSS/source consume-publish starts in connectors; datasources/dataflow are not
+- RSS/source consume-publish starts in Connectors; governed source identity and
-  repositories yet
+  snapshots belong to Datasources and transformations belong to Dataflow
 - calendar, scheduling, and appointments are three separate modules
 - forms definitions and forms runtime are separate responsibilities
 - OpenDesk is an integration profile across modules, not a monolithic module
-- OpenProject is connector-first; no native projects module yet
+- OpenProject transport is connector-owned; native portfolio/project semantics
+  belong to Projects
 - public-sector integration strategy stays in core; executable catalogue work
   lives in connectors
 - encrypted postbox and identity-trust are strategic contracts, not mail-module
   behavior
-- automation starts as workflow-owned action/effect execution and may split into
+- automation starts in Workflow Engine and may split into a dedicated module
-  a dedicated module only after the runner becomes broader than workflow
+  only after the runner becomes broader than workflow
-
+- Mandates, Services, Parties, and Decisions begin as shared semantic contracts;
-The following modules are intentionally not created yet:
+  create repositories only after independent persistence, lifecycle, security,
-
+  and multiple-consumer evidence passes the repository threshold in the
-- `govoplan-datasources`
+  institutional governance target architecture
-- `govoplan-dataflow`
-- `govoplan-projects`
-
-Create a repository only after a concrete implementation package proves that
-existing connector, files, reporting, workflow, or task ownership is too narrow.
 
 Core keeps the strategy index in
 `PUBLIC_SECTOR_INTEGRATION_STRATEGY.md`: integration postures, default
@@ -705,7 +720,7 @@ Release composition and tag-only repository handling are documented in
 ## Next Practical Work
 
 The active cross-product story is
-[`add-ideas/govoplan#14`](https://git.add-ideas.de/add-ideas/govoplan/issues/14).
+[`GovOPlaN/govoplan#14`](https://git.add-ideas.de/GovOPlaN/govoplan/issues/14).
 Module repositories own implementation issues; do not clone their state here.
 
 Immediate issue buckets:

docs/INFORMATION_GOVERNANCE_ADOPTION.md

@@ -0,0 +1,131 @@
+# Information Governance Adoption
+
+## Platform Rule
+
+Temporal browsing, purpose-aware access, retention, and institutional context
+are platform-wide information-governance dimensions. Every module receives the
+same contract by default. A module may claim `partial` or `enforced` only with
+repository-owned object scope, evidence, and limitations; it may claim
+`not_applicable` only when the dimension genuinely does not apply.
+
+Historical business data is always authorized under the current security
+state. No module may use a historical permission, membership, role, function
+assignment, or policy projection to weaken present-day access.
+
+Platform-wide adoption is tracked in
+[GovOPlaN #40](https://git.add-ideas.de/GovOPlaN/govoplan/issues/40), with
+temporal reads detailed in
+[GovOPlaN #39](https://git.add-ideas.de/GovOPlaN/govoplan/issues/39).
+
+## Manifest Declaration
+
+`ModuleManifest.information_governance` publishes four dimensions:
+
+- `temporal_browsing`;
+- `purpose_aware_access`;
+- `retention`;
+- `institutional_context`.
+
+Each dimension declares:
+
+- adoption: `not_applicable`, `contract_only`, `partial`, or `enforced`;
+- object types covered;
+- repository-local test/documentation evidence;
+- the remaining limitation for `contract_only` or `partial`.
+
+The default is intentionally `contract_only`. It applies the platform rule
+without pretending that existing domain queries and effects already enforce
+it. `reference_ready`, `supported`, and `lts` modules cannot retain an
+applicable dimension below `enforced`.
+
+## Read Contract
+
+For every persistent domain object, the owner classifies the read:
+
+1. **Current-only:** historical semantics do not exist and the API says so.
+2. **Valid-time:** select facts effective now or at the requested instant.
+3. **Bitemporal:** additionally select only revisions known by `recorded_at`.
+4. **All-validity:** return effective revisions in a bounded history view.
+
+The Core temporal middleware supplies the request context. Owners apply it in
+repositories or query helpers, include it in cache keys, return evaluated
+context, and test current/at/all plus recorded-time boundaries. Search,
+reporting, exports, selectors, counts, and drill-through must use the same
+projection as the owning list/detail API.
+
+## Purpose-Aware Access Contract
+
+Permission establishes a technical action ceiling. Purpose-aware access asks
+whether this actor, represented capacity, case/work item, legal basis, and
+declared use may access this object now.
+
+- A client-supplied purpose is an assertion, never authority by itself.
+- The owner or Policy capability validates the purpose and returns explainable
+  provenance.
+- Sensitive access can require case assignment, mandate, reason capture,
+  approval, or break-glass evidence.
+- Search, selectors, reporting, exports, background jobs, and connectors apply
+  the same decision.
+- Audit records the validated purpose identifier and decision reference, not
+  unnecessary content.
+
+## Retention Contract
+
+Every persistent object declares an owner, retention class or policy reference,
+trigger, start instant, hold behavior, review/disposition action, and evidence.
+Retention is not a generic timestamp deletion job.
+
+- Domain owners enumerate and execute their own effects through a typed
+  retention provider.
+- Policy resolves inherited ceilings and simulation.
+- Records owns record disposition; Files owns byte/object effects; Audit owns
+  audit-detail behavior; external providers declare their own effect and
+  recovery semantics.
+- Dry-run, legal hold, exact revision, idempotency, outcome unknown,
+  reconciliation, correction, and destruction evidence are mandatory for
+  consequential removal.
+
+## Institutional Context Contract
+
+Consequential objects and effects carry the relevant tenant, institution,
+organization unit, function, mandate/jurisdiction, service/case/work item,
+party/representation, decision, and record references. Context is minimized to
+what the operation needs. Organizational membership is not itself permission
+or mandate.
+
+Events, automation intents, audit evidence, records, and external effects retain
+the same governed context envelope or an exact reference to it. Consumers must
+not reconstruct authority later from mutable current structures.
+
+## Adoption Order
+
+1. Inventory every domain list/detail/search/export/effect and classify all
+   four dimensions.
+2. Migrate institutional owners first: Access, IDM, Organizations, Mandates,
+   Services, Parties, Cases, Approvals, Committee, Decisions, Voting, and
+   Records.
+3. Migrate communication and content: Addresses, Distribution Lists, Campaign,
+   Postbox, Mail, Calendar, Files, Templates, and Forms Runtime.
+4. Migrate data projections: Connectors, Datasources, Dataflow, Reporting,
+   Search, Risk Compliance, and Dashboard.
+5. Migrate workflow/task/background/provider operations and prove that no
+   asynchronous path drops context.
+6. Advance manifest claims only after owner tests and browser/reference-journey
+   evidence pass.
+
+The generated platform inventory reports adoption counts and module details.
+Gitea tracks individual migrations; the declaration is evidence and a maturity
+gate, not a substitute for implementation.
+
+## Definition Of Enforced
+
+A dimension is `enforced` only when:
+
+- all declared object types and public reads/effects use it;
+- list/detail/count/search/export/worker behavior is consistent;
+- cache and pagination semantics cannot cross contexts;
+- absence, invalid values, and inaccessible referenced context fail safely;
+- tests cover current, historical, unauthorized, replay, and module-absence
+  combinations appropriate to the dimension;
+- user/admin documentation explains behavior and limitations;
+- the manifest cites those tests and docs.

docs/INSTITUTIONAL_CONTEXT_CONTRACT.md

@@ -0,0 +1,162 @@
+# Institutional Context And Governed References
+
+GovOPlaN consequential work must retain enough context to answer who acted,
+for whom, through which function, under which mandate and jurisdiction, using
+which rule and evidence versions, and with which requested and observed effect.
+The shared contract lives in `govoplan_core.core.institutional`.
+
+Core owns reference shapes and provider protocols only. It does not own shared
+Mandate, Service, Party, Decision, evidence, or geography tables. Domain modules
+own persistence and authorization; optional capabilities resolve the references.
+Interactive reads use the separate platform temporal-data context documented in
+`TEMPORAL_DATA_CONTEXT.md`; it never changes current authorization or supplies
+mutation dates.
+
+## Envelope
+
+`GovernedContextEnvelope` version 1 carries:
+
+- a tenant and `TemporalRevision` with validity, recording, supersession, and
+  change reason;
+- the real account or service account and represented account, function,
+  procedure party, assignment, delegation/power, and mandate;
+- institution, organization unit, function, task, mandate, jurisdiction,
+  service, case, party, work item, workflow, approval, decision, and record
+  references;
+- versioned legal bases and evidence references;
+- information classification, purposes, retention/holds, minimization, and
+  disclosure state;
+- external-source authority, maturity, freshness, health, and conflict state;
+- language, accessibility, channel, explanation, and availability references.
+
+Every institutional reference includes the owner module, tenant, stable object
+identity, optional version/effective instant, and a protected display label.
+Cross-tenant references are rejected. Safe serialization omits labels,
+inspection URLs, formal reasoning, operative results, and conditions unless a
+caller explicitly requests the protected projection.
+
+## Semantic Providers
+
+The first provider-neutral capabilities are:
+
+- `mandates.resolver`: resolve competence for a task/authority type at an
+  effective instant and return the governing Mandate definition and evidence;
+- `services.definitions`: obtain versioned institutional service definitions;
+- `parties.resolver`: obtain effective procedure-local parties and powers of
+  representation without copying Identity or Organizations subjects; and
+- `decisions.registry`: record and retrieve formal Decisions under optimistic
+  revision control.
+
+The Mandate, Service, Party/representation, and Decision DTOs have strict
+mapping round-trips so they can cross capability, event, package, and storage
+boundaries without shared ORM models. Their lifecycle states are explicit:
+Mandates distinguish draft/active/suspended/replaced/retired, Services retain
+publication state, Parties retain effective representation and revocation, and
+Decisions retain correction, revocation, and supersession references.
+
+The DTOs are a repository threshold, not a mandate to create four modules.
+Independent persistence, lifecycle, security/operations behavior, release
+reason, reuse, and tests are still required before extraction.
+
+Mandate resolution is deterministic: Core filters candidates by tenant,
+effective interval, active state, task and authority type, stable
+organization/function identity, jurisdiction coverage, and subject type. A
+result is competent only when exactly one matching Mandate remains and it has
+no unresolved conflicts. Evidence from matching definitions is deduplicated
+and retained in the explanation result. `revise_mandate_definition` applies
+optimistic concurrency and the allowed activation, suspension, replacement,
+and retirement transitions while leaving the previous revision immutable.
+
+`revise_formal_decision` provides the equivalent lifecycle primitive for
+formal outcomes. Every accepted transition requires a new recorded revision
+and change reason, links `supersedes_ref` to the prior version, updates the
+authority envelope to the new version, and records explicit correction or
+revocation provenance. Terminal and backward transitions fail closed. Each
+Decision also records whether responsibility was human, human-reviewed
+automation, or an automated service account acting under mandate. Automation
+preparation/recommendation references remain inspectable without being
+mistaken for the responsible outcome.
+
+Procedure-party corrections use `revise_procedure_party`: the stable party
+identity is retained, a new revision and reason are required, stale writes are
+rejected, and revoked/expired/superseded assignments are terminal.
+`revoke_party_representation` separately records when a limited power ceased
+to authorize actions. This allows consuming procedures to evaluate historical
+delivery or representation authority without rewriting Identity,
+Organizations, or Addresses records.
+
+Service templates and package/tenant specializations use
+`derive_service_restriction`. The derived definition retains an explicit
+parent-version reference, cannot extend the parent's validity, audience,
+channels, or publication ceiling, and cannot remove inherited prerequisites,
+required evidence, legal bases, or bindings. This is the fail-closed semantic
+rule; configuration-package signature and provenance checks remain the package
+transport rule.
+
+`ServiceAvailabilityRequirement` represents module, capability, mandate,
+policy, connector, maintenance, audience, and configuration prerequisites with
+an explicit unavailable-or-hidden failure mode and explanation reference. The
+optional `services.availability` evaluator returns policy-scoped boolean
+assessments, reason codes, and evidence. Unknown consequential requirements
+fail closed; a reference itself never grants access.
+
+## Service Launch
+
+`ServiceLaunchRequest` and `ServiceLaunchResult` define the owner-neutral
+boundary between Portal entry and a case, form, or workflow runtime effect.
+The request carries the exact published Service definition, exact selected
+binding, tenant, acting identity, timezone-aware request time, bounded
+parameters, and idempotency key. The result must retain that exact Service and
+binding, a same-tenant target reference, optional same-tenant evidence, and
+only a relative or credential-free HTTP(S) destination.
+
+`service_launch_capability(kind)` maps bindings to owner capabilities:
+
+- `case` -> `cases.service_launcher`
+- `form` -> `forms_runtime.service_launcher`
+- `workflow` -> `workflow_engine.service_launcher`
+
+`FormDefinition`, `FormFieldDefinition`, and `forms.definitions` provide the
+owner-neutral exact-schema boundary used by Forms Runtime. Definitions carry an
+exact tenant/revision, field types/options/constraints/defaults, publication,
+draft, attachment, signature, policy, and handoff requirements. Forms owns
+those immutable definitions; Forms Runtime persists instances and validation
+evidence. A form Service binding uses `<form-id>/<revision>` and the launcher
+rejects missing, superseded, unpublished, cross-tenant, or invalid definitions.
+
+Portal may discover and invoke those capabilities but cannot write owner
+tables. The owner must revalidate its definition/binding and current
+authorization, produce its normal audit/event state, and make replay after an
+ambiguous response safe. If the capability is absent, the service is
+explainably unavailable. URL-only entries pass through the same launch-time
+availability check and destination validation. Forms Runtime now supplies the
+definition-aware form launcher when both Forms and Forms Runtime are active;
+otherwise Portal continues to fail closed.
+
+## Propagation
+
+`PlatformEvent`, `ActionExecutionRequest`, and `AuditEvent` can carry the
+envelope. Audit persistence stores only its safe projection; platform-event
+outbox serialization preserves it across asynchronous delivery. A module must
+not invent a parallel context dictionary when the shared fields apply.
+
+## First Proof
+
+Committee's `committee.decision_path` capability is the first bounded proof. It
+requires one effective, conflict-free Mandate covering the organization unit
+function, and jurisdiction, an approval reference, fact evidence, versioned legal bases,
+operative result, and reasoning. It emits a reconstructable `FormalDecision`,
+including requested/observed effects and information governance. If a Decision
+registry is installed it persists there; Committee does not take ownership of
+the generic Decision lifecycle.
+
+## Compatibility And Security
+
+- Contract version changes follow Core compatibility policy.
+- Unknown tenant or reference-kind combinations fail closed.
+- Datetimes that affect authority must be timezone-aware.
+- Protected labels, reasoning, evidence inspection links, and source details
+  remain subject to the owning module's access policy.
+- References do not grant access to their targets.
+- Evidence and audit payloads must contain stable references/checksums, not
+  plaintext secrets.

docs/INTERFACE_PATTERN_MIGRATION.md

@@ -0,0 +1,28 @@
+# Core Interface Pattern Migration
+
+This document records the Core-owned part of the product-wide interface
+pattern-language rollout. The normative product grammar and complete route
+inventory live in the `govoplan` meta repository. Core owns reusable behavior;
+domain modules own their compositions.
+
+## Core Surfaces
+
+| Surface | Pattern | Consequence and provenance contract | Evidence |
+| --- | --- | --- | --- |
+| User settings | Two-zone settings workspace with typed controls and unsaved-change protection | Save actions distinguish busy, unchanged, and test-in-progress states; contextual help resolves through Docs or the hosted fallback | `SettingsPage.tsx`, `test-core-interface-patterns.mjs` |
+| Reusable credentials | Repeated administration with an adaptive create/edit dialog, optional password generator, and destructive confirmation | Secret values are write-only; generated candidates use the browser cryptographic API without a weak fallback and do not replace the field until explicitly confirmed; scope/permission blockers name the required action, responsible actor, and destination; unavailable row actions remain keyboard-explainable | `CredentialEnvelopeManager.tsx`, shared `PasswordField`, `PasswordGeneratorDialog`, `ActionBlockerHint`, `Button`, `TableActionGroup`, and `ConfirmDialog` |
+| Retention policy | Effective-policy editor with inherited source paths and typed, narrowing-only controls | Parent locks and missing write authority are explicit; the save action distinguishes locks, missing target, loading, clean draft, and active save | `RetentionPolicyManagement.tsx`, policy logic tests, `test-core-interface-patterns.mjs` |
+| Module lifecycle | Guided operator projection over durable installer-queue evidence | Preflight, handoff, progress, stale evidence, recovery, and rollback consequences remain visible | Admin module lifecycle tests and the Core installer-queue contract |
+| Shared configuration primitives | Cross-module component contract | Dialog focus, blocker structure, disabled-action focus, route/page/field/action F1 help, unsaved changes, confirmation, loading, alerts, problem lists, and policy provenance are centralized | Core component tests, `CONTEXTUAL_HELP_CONTRACT.md`, and module-permutation build |
+
+## Boundary
+
+Files and Mail are the first two external consumers of the layered
+server/credential/policy pattern. Their own repositories retain provider
+discovery, transport behavior, authorization, and migration evidence. Remaining
+module surfaces are tracked by bounded module-owned issues under GovOPlaN #11;
+they are not reasons to add sibling-private behavior to Core.
+
+Raw JSON remains permitted only for diagnostics, expert inspection,
+interchange, or conflict evidence. It is not a primary Core configuration
+editor.

docs/LOCALIZATION_AND_HELP_QUALITY.md

@@ -0,0 +1,60 @@
+# Localization And Contextual Help Quality
+
+## Reference Language
+
+German (`de`) is GovOPlaN's first-class reference target. Every translation key
+used by a shipped WebUI must exist in German and English. German completeness is
+a release gate; English remains the source-code fallback language so existing
+literal labels and external developer APIs do not change semantics.
+
+New installations and tenants default to German. Existing system, tenant, and
+user preferences are preserved. The available-language and policy model can
+still select another default or disable a package at the relevant scope.
+
+Explicit high-risk help content and browser acceptance are tracked in
+[Core #284](https://git.add-ideas.de/GovOPlaN/govoplan-core/issues/284).
+
+The platform inventory recognizes both inline locale objects and generated
+catalogs declared as `const de` / `const en`. Its strict mode requires both
+locales and reports `de` explicitly as the reference locale.
+
+## Help Resolution
+
+Every focusable field and action receives a stable derived F1 identity from the
+shared shell, even when the component has no dedicated help text. Resolution
+falls back from field/action to dialog or page and then to the module's visible
+documentation baseline.
+
+Backend manifests publish explicit topic associations first. Core additionally
+associates declared route, navigation, settings, and View surface IDs with the
+module's static user or administrator documentation baseline. Feature modules
+should still add exact `metadata.help_contexts` entries for consequential,
+unfamiliar, policy-controlled, destructive, security-sensitive, or legally
+meaningful fields and actions.
+
+The generated `help_review_candidates` list is therefore a content-depth queue,
+not a list of controls on which F1 cannot work. It should prioritize:
+
+1. effect, deletion, delivery, retention, disclosure, encryption, and recovery;
+2. identity, representation, mandate, institutional context, and purpose;
+3. valid-time versus recorded-time selection;
+4. provider authority, synchronization, conflict, and outcome unknown;
+5. fields whose consequences are not evident from their label.
+
+## Verification
+
+```bash
+cd /mnt/DATA/git/govoplan
+/mnt/DATA/git/govoplan/.venv/bin/python \
+  tools/inventory/platform-interface-inventory.py \
+  --strict --strict-declarations --strict-endpoints
+```
+
+The check must report:
+
+- reference locale `de` present and complete;
+- no used key missing from `de` or `en`;
+- every field has a resolvable F1 context;
+- no duplicate stable IDs;
+- no undeclared public WebUI surface;
+- no stale runtime route or endpoint declaration.

docs/MODULE_ARCHITECTURE.md

@@ -13,6 +13,10 @@ Policy decision, source provenance, and explain-response contracts are tracked
 in [`POLICY_CONTRACTS.md`](POLICY_CONTRACTS.md).
 The experimental remote WebUI bundle loading design is tracked in
 [`REMOTE_WEBUI_BUNDLES.md`](REMOTE_WEBUI_BUNDLES.md).
+The cross-product semantic layers, source-authority modes, and candidate
+Mandates, Services, Parties, and Decisions boundaries are canonical in the
+meta repository's
+[`INSTITUTIONAL_GOVERNANCE_TARGET_ARCHITECTURE.md`](../../govoplan/docs/INSTITUTIONAL_GOVERNANCE_TARGET_ARCHITECTURE.md).
 
 ## Layer Model
 
@@ -24,6 +28,36 @@ The experimental remote WebUI bundle loading design is tracked in
 | Business modules | Public-sector workflows | campaigns, cases, forms, approvals, appointments |
 | Connector modules | External system integration | FIT-Connect, XÖV/XTA, DMS/eAkte, ERP, IDM |
 
+This table is the technical composition model. The product portfolio uses a
+more detailed institutional layer model, but it does not change dependency
+direction: Core provides contracts and composition; modules own semantics;
+packages compose modules.
+
+## Institutional Semantic Boundaries
+
+Cross-module references must keep these answers distinct:
+
+- Organizations owns where structures, units, and functions exist.
+- Identity owns who a subject is; Access owns accounts, roles, permissions,
+  and authorization decisions; IDM owns effective function assignments.
+- A Mandates capability will answer why a unit or function is competent for a
+  task, jurisdiction, subject, or period. It must not become another RBAC
+  system.
+- A Services capability will own versioned institutional service definitions;
+  Portal presents and starts them.
+- A Parties capability will own procedure-local participant roles,
+  representation, and delivery authority; it must reference rather than copy
+  Identity, Organizations, and Addresses subjects.
+- A Decisions capability will own formal institutional outcomes and their
+  authority, facts, rules, reasoning, effects, correction, and review.
+  Approvals owns review gates, Committee owns deliberation/votes, and Workflow
+  Engine owns coordination.
+
+Start each missing concept as a versioned DTO/provider contract used by a
+bounded journey. A repository is justified only when the concept gains
+independent persistence, lifecycle, security/operations behavior, release
+reason, and reuse. Core must not store these domain objects.
+
 ## Kernel Responsibilities
 
 The kernel target owns:
@@ -74,6 +108,10 @@ The compatibility/deprecation plan for the current split line is:
 - reject new cross-module imports that bypass manifests, capabilities, events,
   or public module APIs
 
+The retention windows and removal checklist for database bridges,
+configuration/export schemas, and runtime/API aliases are defined in
+`COMPATIBILITY_POLICY.md`.
+
 ## Stable Kernel Contracts
 
 The following contracts are the baseline API that modules can rely on:
@@ -87,20 +125,59 @@ The following contracts are the baseline API that modules can rely on:
 - capability factory contract
 - access DTO/protocol contracts in `govoplan_core.core.access`
 - resource ACL provider contract
-- tenant summary provider contract
+- bounded reference-option search provider contract
+- single-tenant and optional batched tenant summary provider contracts
 - tenant delete-veto provider contract
 - WebUI module contribution contract
 - navigation metadata contract
 - command/event envelope contract
 - policy decision and source provenance contract in `govoplan_core.core.policy`
+- external object reference and integration-maturity contract in
+  `govoplan_core.core.external_references`
+- action/effect preview and execution contract in
+  `govoplan_core.core.automation`
+- workflow definition contribution and runtime-worker contracts
 
 Changes to these contracts must be versioned or accompanied by compatibility shims.
 
+Tenant list pages prefer `tenant_summary_batch_providers`. A batch provider
+receives the unique tenant IDs on the current page and returns count mappings
+keyed by tenant ID. Missing tenant keys mean that the provider has no counts for
+that tenant; provider errors remain visible. Modules that expose only the
+single-tenant contract remain compatible through a per-tenant fallback.
+Destructive tenant lifecycle planning deliberately continues to use the
+single-tenant path so it invokes every registered provider for the target
+tenant, independent of ordinary list-page projections.
+
 This list is the Milestone A kernel-contract freeze baseline. New module work
 may extend the kernel by adding explicit contracts, but existing contracts must
 remain source-compatible through the 0.1.x split line unless a migration shim
 and deprecation note are provided.
 
+### Architecture Metadata
+
+`ModuleManifest.architecture` is the backward-compatible, versioned product-
+portfolio declaration for:
+
+- module kind and institutional architecture layer;
+- evidence-backed maturity claim (`concept`, `scaffold`, `vertical_slice`,
+  `reference_ready`, `supported`, or `lts`);
+- owned and explicitly non-owned concepts;
+- supported source-authority modes;
+- reference packages, tested providers, and known limits;
+- migration, upgrade, recovery, security, operations, and documentation
+  evidence references.
+
+Core validates the claim and all provider references during registry startup.
+`reference_ready`, `supported`, and `lts` claims require a named reference
+package and the cumulative evidence set; target-tested providers additionally
+require provider evidence. A supported module with migrations must include
+migration evidence. Signed release catalogs retain and revalidate the
+declaration. The meta manifest check validates repository evidence paths and
+provides an opt-in `--require-architecture` rollout gate. Platform metadata,
+Docs, and Ops project the same declaration. A module cannot make itself
+supported solely by changing its maturity string.
+
 Known access-related capability names are defined in
 `govoplan_core.core.access`, including:
 
@@ -130,10 +207,28 @@ Other stable runtime capabilities currently include:
 
 - `identity.directory` and `identity.search`
 - `organizations.directory`
-- `idm.directory`
+- `idm.directory`, `idm.function_assignments`, `idm.relationships`, and
-- `calendar.outbox` and `calendar.scheduling`
+  `idm.assignment_lifecycle`
+- `calendar.outbox`, `calendar.scheduling`, `calendar.invitations`, and
+  `calendar.externalProfiles`
 - `poll.scheduling`
 - `notifications.dispatch`
+- `workflow.definitionContributions` and `workflow.runtimeWorker`
+
+The provider-neutral `idm.relationships` contract carries tenant-scoped typed
+groups, effective-dated identity relationships, and explicit membership
+decisions. It deliberately does not expose IDM persistence models or imply an
+Access permission. Consumers can retain source revisions and inclusion or
+exclusion provenance while remaining optional-module safe.
+
+Modules contribute reusable process baselines through
+`ModuleManifest.workflow_definitions`. Each contribution pins its origin module
+and version, stable key, schema and content hash, native graph/BPMN content,
+governance ceilings, execution mode, and required capabilities/interfaces.
+`govoplan-workflow-engine` reconciles these declarations idempotently. A module
+upgrade appends a baseline revision without replacing the active revision or
+mutating a local override; the optional `govoplan-workflow` package supplies
+the comparison, derivation, and reset UI.
 
 ### Named Interface Contracts
 
@@ -156,11 +251,52 @@ intended for SemVer major-version lines. Missing optional interfaces are
 allowed, but an installed provider with an incompatible version blocks
 activation because the integration would otherwise bind to an unsafe API.
 
+### Source Authority And Provider Operations
+
+Integration maturity and configured authority are independent. The existing
+external-reference maturity ladder describes whether an adapter can discover,
+link, search, read, publish, synchronize, migrate, or replace. A binding must
+also state whether GovOPlaN is native authoritative, the external system is
+authoritative, GovOPlaN keeps a mirror, both sides use governed sync, GovOPlaN
+adds only a governance overlay, or the object is link-only.
+
+`ModuleManifest.external_providers` composes existing contracts rather than
+replacing them. Each declaration describes owned object/field groups, authority modes,
+operations, revisions, freshness, health, limits, idempotency, conflicts,
+outcome-unknown handling, evidence, correction/compensation, reconciliation,
+outage behavior, classification, purpose, retention, and secret requirements.
+Core owns the typed declaration and validation. Connectors and domain modules
+own the actual protocol and domain behavior; configuration packages select the
+effective mode and block missing/incompatible/unhealthy providers; Docs and Ops
+explain the result. Effect-capable declarations fail validation unless their
+retry, concurrency, outcome-unknown, correction, reconciliation, evidence,
+audit, timeout, outage, classification, purpose, retention, and secret behavior
+is explicit.
+
+Declarations are release-time capability claims. Configured state is projected
+separately through `ModuleManifest.external_provider_state_providers`. A state
+provider receives a bounded tenant context and returns one sanitized observation
+per configured binding: stable binding reference, effective authority mode,
+active/configured state, health, freshness, conflict, recovery readiness,
+observation/last-success time, and scalar metrics. Core validates and aggregates
+those observations, isolates provider failures, and never accepts URLs,
+credentials, or arbitrary nested metadata as runtime-state fields. Docs removes
+binding-level detail from ordinary-user projections; Ops may show the full
+sanitized operator projection.
+
+Configuration-package preflight selects the exact requested binding from this
+runtime state before evaluating authority, health, freshness, and recovery. A
+healthy sibling binding therefore cannot mask an unhealthy required binding.
+Providers with multiple configurations must use non-secret, stable references
+such as `calendar:sync-source:<id>`.
+
 Current named interfaces, generated from the source manifests by the workspace
 contract checks, are:
 
-- `addresses.contact_writer`, `addresses.lookup`, `addresses.recipient_source`
+- `addresses.contact_point_resolution`, `addresses.contact_writer`,
-- `calendar.outbox`, `calendar.scheduling`
+  `addresses.lookup`, `addresses.recipient_source`
+- `calendar.external_profiles`, `calendar.invitations`, `calendar.outbox`,
+  `calendar.scheduling`
 - `campaigns.access`, `campaigns.delivery_tasks`,
   `campaigns.mail_policy_context`, `campaigns.policy_context`,
   `campaigns.retention`
@@ -263,6 +399,23 @@ unsafe methods.
 This avoids retransmitting unchanged snapshots. It does not identify which row
 changed inside a collection.
 
+### Mutation Preconditions
+
+Weak response ETags are cache validators only. Mutable aggregates expose a
+separate positive, monotonic revision and an opaque strong ETag generated by
+`govoplan_core.core.concurrency.strong_resource_etag`. HTTP mutations send that
+strong ETag in `If-Match`; capability and worker calls carry the equivalent
+typed `expected_revision`.
+
+Core's compare-and-set primitive advances the revision in the same transaction
+as the domain mutation. A missing HTTP precondition is `428 Precondition
+Required`, a stale HTTP precondition is `412 Precondition Failed`, and a
+domain/reconciliation conflict is `409 Conflict`. Conflict responses contain
+bounded resource and revision metadata rather than the complete current
+object. Modules may opt into the conservative three-way merge helper, but must
+declare protected workflow, delivery, ownership, lock, evidence, signature,
+and cryptographic paths that can never be merged automatically.
+
 ### Delta Collections
 
 Collection endpoints that can expose row-level changes should use the shared
@@ -333,6 +486,31 @@ full snapshot with `full: true`. A first-use `seq:0` watermark remains valid
 until such a floor exists, even if unrelated collections have advanced the
 global sequence.
 
+### Bounded Reference Selectors
+
+Cross-module selectors use the module-neutral contract in
+`govoplan_core.core.references`; consumers must not load an optional module's
+complete directory and filter it in memory.
+
+- Providers receive a normalized `ReferenceSearchRequest` with `kind`,
+  `tenant_id`, `query`, `selected_values`, `limit`, optional opaque `cursor`,
+  and policy context.
+- Providers apply visibility and text filtering before materializing rows and
+  return `ReferenceSearchPage(options, next_cursor, has_more)`.
+- A page contains at most the requested bounded search results. Already-selected
+  references are retained in addition to that bound so historical values remain
+  readable and removable even when they are inactive, deleted, or outside the
+  current search page.
+- API consumers expose `next_cursor` and `has_more`. The current searchable
+  selector requests the first bounded page for each query; later load-more UI
+  can use the same cursor without changing the provider contract.
+- `access.reference_options` supplies SQL-backed account, membership, and group
+  searches. When it is absent, Core degrades to the legacy Access directory or
+  to principal-only/unavailable references without importing Access.
+- The shared WebUI `apiReferenceOptionProvider` resolves selected values in
+  chunks of at most 200, preventing a large existing selection from turning
+  into an unbounded request.
+
 ### Cursor/Keyset Pages
 
 Offset pagination remains supported for compatibility and for first page loads,
@@ -527,6 +705,46 @@ Rules:
   one migration run, and do not switch a database between tracks unless it is a
   disposable development database.
 
+### Shared State And Runtime Ordering
+
+Multi-host application roles use the `shared` state profile. In that profile,
+PostgreSQL, Redis, a stable installation identifier, and S3-compatible object
+storage are mandatory. Module durable artifacts must use Core's object-storage
+contract and module-owned opaque key namespaces; node-local paths are limited
+to temporary materialization. Same-host replicas may use the `host-shared`
+profile and one shared volume.
+
+Only the migration command mutates schema. PostgreSQL migration runs acquire a
+deployment-wide advisory lock before module pre-tasks, Alembic, and post-tasks.
+API, worker, and scheduler roles wait for exact configured migration heads and
+fail closed instead of applying migrations during startup.
+
+Runtime roles register identity, software/module composition, queues, heartbeat,
+and drain state in PostgreSQL. Singleton work must use a distributed lease and
+validate its monotonically increasing fencing token at the consequential
+commit. See `STATE_AND_RECOVERY_CONTRACT.md` for the complete contract.
+
+### Recovery Evidence
+
+Operations spanning transactions, object storage, queues, or external systems
+must choose an explicit Core recovery mode: atomic, compensation,
+snapshot-restore, forward-recovery, or irreversible. Plans require verification
+steps and mode-specific recovery material. Use idempotency keys, append-only
+evidence checkpoints, and a runtime fence where work may race across nodes.
+
+The recovery ledger is a shared primitive, not automatic coverage. A module may
+claim its guarantees only after its operation records preconditions before side
+effects, transitions partial/unknown outcomes honestly, and records verified
+completion or recovery. Plaintext secrets must never enter recovery metadata or
+evidence.
+
+For a conclusive external result, modules may commit their local success
+projection and the verified terminal checkpoint in one database transaction via
+`DurableRecoveryOperation.commit_verified_success`. This does not make the
+external provider effect atomic. It prevents a local `succeeded` state from
+becoming authoritative when the recovery evidence chain is damaged or the
+terminal checkpoint cannot commit.
+
 ## Install, Uninstall, And Catalogs
 
 Core owns the install plan, signed catalog validation, license entitlement
@@ -585,11 +803,18 @@ Uninstall remains non-destructive unless the operator explicitly requests
 
 ## WebUI Contract
 
-A WebUI module exports a `PlatformWebModule` from its package. The object contributes local/fallback metadata and route render functions.
+A WebUI module exports a `PlatformWebModule` from its package. The object
+contributes local/fallback metadata and route render functions. The package
+must ship `src/module.ts` with the default contribution export: Core's Vite
+host imports that descriptor directly after the backend reports the module as
+enabled. This keeps package-root re-exports from pulling page implementations
+into the initial shell.
 
 Example:
 
 ```ts
+const FilesPage = lazy(() => import("./features/files/FilesPage"));
+
 export const filesModule: PlatformWebModule = {
   id: "files",
   label: "Files",
@@ -604,12 +829,39 @@ export const filesModule: PlatformWebModule = {
 };
 ```
 
+Route pages and substantial panels must use stable lazy imports. Core supplies
+the shared loading and retryable error state around route rendering. The
+initial static import closure and largest asynchronous chunk are enforced by
+the budgets documented in [WEBUI_BUNDLE_BUDGETS.md](WEBUI_BUNDLE_BUDGETS.md).
+
+Every public platform interface has a stable declaration identity. Backend
+routes, capabilities, interfaces, search providers/sources, permissions,
+frontend routes/navigation, and View surfaces derive that identity from typed
+`ModuleManifest` values. Typed WebUI capabilities declare IDs for settings,
+admin sections, widgets, search contexts, and extension actions. Shared form
+and action controls accept `interfaceId` and `helpTopicId`; use module-namespaced
+values when another contract, documentation topic, or automated check must
+refer to the control across source changes. The static inventory assigns a
+line-independent source anchor when an explicit ID is absent and reports that
+fact for later review.
+
+Core exposes the sanitized runtime declaration set at
+`GET /api/v1/platform/interface-catalog`. The endpoint is read-only, requires
+`admin:module:read` or `system:settings:read`, and includes only modules
+effective in the caller's active tenant context. It never serializes factories,
+credentials, executable callbacks, or mutable module state. Registry validation
+rejects conflicting declaration IDs before startup.
+
 WebUI modules receive only the core route context:
 
 - `settings`
 - `auth`
 
 A module should call its own API client and module-owned backend routes. Shared API helpers should live in core only when they are truly platform-level concerns.
+For ordinary JSON mutations, use Core's `apiPostJson` and `apiPatchJson`
+helpers. They preserve the shared authentication, CSRF, error, and request
+invalidation behavior while leaving endpoint types and feature semantics in the
+owning module.
 
 Modules can also contribute named UI capabilities for explicit extension
 points. Capability values must be narrow, typed contracts, not imports from a
@@ -792,6 +1044,16 @@ Decision: templates and reporting are separate modules.
   and export targets
 - report permissions, report execution history, generated report evidence, and
   report-specific retention inputs
+
+Cross-module reports use Core's versioned
+`reporting.report_provider.<provider-id>` contract. Source modules own
+authorization, parameters, source revisions, effective scope, result schema,
+and privacy transforms; Reporting owns discovery, validation, governed
+execution, provenance, export history, and the global `/reports` route. The
+optional `policy.reporting_governance` capability can only tighten execution,
+retention, export, and re-identification-risk handling. Reporting exposes
+`reporting.retention` so the Policy-owned retention run can minimize expired
+provider results without importing Reporting models.
 - downstream export handoff to files, dataflow, connectors, or publication
   surfaces
 
@@ -821,7 +1083,7 @@ First slice:
 - `govoplan-files` owns file-backed governed locations and uploaded/stored file
   evidence.
 - `govoplan-reporting` owns report/data views and scheduled outputs.
-- `govoplan-workflow` owns process state, approvals, scheduling of process
+- `govoplan-workflow-engine` owns process state, approvals, scheduling of process
   steps, and human review.
 
 Future `govoplan-datasources` is justified when GovOPlaN needs a broad source
@@ -884,7 +1146,7 @@ from workflow semantics.
 - form definitions, schemas, validation rules, field visibility rules,
   localization, versioning, admin editing, and reusable form package fragments
 
-`govoplan-forms-runtime` owns, when implemented:
+`govoplan-forms-runtime` owns:
 
 - public/internal submissions, drafts, submitted values, validation evidence,
   attachment references, submission receipts, and handoff events
@@ -897,6 +1159,16 @@ Boundary:
 - Reporting/dataflow may consume submitted data through governed DTOs or
   source lifecycle contracts.
 
+Implemented contract:
+
+- Core owns the provider-neutral `FormDefinition`/`FormFieldDefinition` DTOs.
+- Forms persists immutable exact definitions and provides `forms.definitions`.
+- Forms Runtime resolves that capability, persists revisioned instances and
+  events, validates draft/final values, and provides
+  `forms_runtime.service_launcher`.
+- Portal delegates exact `<form-id>/<revision>` bindings and never writes either
+  owner's tables.
+
 ### OpenDesk Integration Profile
 
 Tracking: `govoplan-core#195`, `govoplan-connectors#5`,
@@ -985,6 +1257,61 @@ devserver, development bootstrap, background worker registry, and migration
 metadata plan all read the saved desired state from `system_settings` before
 building their module registry.
 
+### Tenant entitlement and personal visibility
+
+Deployment activation remains process-wide: one installed and active registry
+is shared by every tenant served by that process. Tenant module selection is a
+separate entitlement document in `core_scopes.settings.module_entitlements`:
+
+- a system policy marks each installed module `unavailable`, `available`, or
+  `forced` for one tenant;
+- the tenant selection may enable or disable only available modules;
+- protected platform modules, forced modules, and transitive dependencies stay
+  effective;
+- malformed explicit entitlement fails closed to protected modules, while an
+  absent document preserves the pre-entitlement behavior for upgraded tenants;
+- an optimistic revision prevents concurrent system and tenant administrators
+  from silently replacing each other's changes.
+
+The authenticated platform metadata and module route guard intersect global
+runtime activation with the active tenant's effective entitlement. Entitlement
+does not grant a permission. Access authorization must still allow every API
+operation and resource.
+
+The same boundary applies outside authenticated request handling:
+
+- capability factories retain their owning module, and tenant-scoped capability
+  lookup treats a provider that is unavailable to the tenant as absent;
+- workers partition scheduled scans by tenant before claiming rows;
+- new work is rejected while a module is unavailable, while already accepted
+  durable work remains in provider-owned storage and is reported as
+  `operator_action_required` instead of being dropped or executed;
+- Workflow, Dataflow, event consumers, reconciliation jobs, and external-effect
+  outboxes run inside a tenant execution context, so their optional capability
+  calls inherit the same provider checks;
+- public signed-link modules declare a `public_tenant_resolver`; valid token
+  context is resolved before the route runs and the module entitlement is then
+  enforced without requiring an authenticated principal.
+
+Entitlement resolution uses a bounded process-local cache. A local policy
+mutation invalidates its tenant entry immediately; changes made by another node
+become authoritative after `TENANT_MODULE_ENTITLEMENT_CACHE_TTL_SECONDS`
+(five seconds by default). This is a bounded staleness optimization, not an
+authorization grant: a cache miss or resolution failure fails closed.
+
+Users and groups do not own another module-runtime state. Every WebUI module
+already contributes a root `<module>.module` View surface, so personal and
+group module visibility is expressed through Views. View policy controls who
+may select, assign, edit, derive, or workflow-activate those projections;
+required View assignments can retain required UI. Thus tenant entitlement owns
+operational availability, Views own presentation, and Access owns authority.
+
+Capability-style modules such as Encryption must keep activation separate from
+domain data state. Making Encryption effective only exposes its capability and
+administration surfaces. Encrypting, rekeying, decrypting, or migrating data is
+an explicit versioned protection-policy operation owned by Encryption and the
+module that owns the data.
+
 Hot enable/disable is a core design principle for every module:
 
 - Core keeps one mutable active `PlatformRegistry` object and swaps its manifest
@@ -1092,6 +1419,11 @@ The package install-plan API records operator intent only:
   default; successful uninstalls are removed from saved startup state by default.
   Use `--no-activate-installed-modules` or
   `--keep-uninstalled-modules-in-desired` only for staged rollout workflows.
+- Every non-dry installer and live active-graph mutation acquires the
+  deployment-wide `core:module-lifecycle:deployment` lease and records a Core
+  recovery operation. Unresolved effects block later lifecycle changes. The
+  operation modes and operator reconciliation contract are defined in
+  `MODULE_LIFECYCLE_RECOVERY.md`.
 - `govoplan-module-installer --supervise --migrate --health-url http://127.0.0.1:8000/health --restart-command '<restart govoplan server>'`
   is the preferred disruptive-change path. It applies the plan, optionally runs
   migrations in a fresh Python process after a fresh-process manifest
@@ -1141,6 +1473,9 @@ the same restart/health set after restoring package and database snapshots.
 The installer preflight is intentionally conservative:
 
 - maintenance mode must be active;
+- the `shared` state profile blocks in-place package mutation; clustered
+  installations must roll one verified immutable module composition across all
+  replicas;
 - installed module manifests must be compatible with the supported manifest
   contract and current core version;
 - uninstalling `tenancy`, `access`, or `admin` is blocked;
@@ -1241,6 +1576,22 @@ The first implementation is a platform access gate. It does not replace
 database backups, process supervision, migration checks, or external load
 balancer maintenance pages.
 
+## Connector Runtime Contract
+
+Core defines provider-neutral connector preview and diagnostic primitives in
+`govoplan_core.core.connector_runtime`. The contract keeps optional modules
+decoupled: Connectors owns transport, endpoint discovery, retries, and protocol
+health; the consuming domain module owns mappings, validation, reconciliation,
+and mutations of its records.
+
+Every dry run is bounded and identifies the source revision, source fingerprint,
+immutable input hash, effects, and redacted diagnostics. Its summary must match
+the returned effect list exactly. An apply token is usable only when the preview
+is complete, current, conflict-free, and contains no error diagnostic. Endpoint
+URLs never contain credentials; only credential-envelope references cross the
+contract. Provider-specific details belong in sanitized provenance rather than
+in a shared domain schema.
+
 ## Build And Verification
 
 Backend verification from core:

docs/MODULE_LIFECYCLE_RECOVERY.md

@@ -0,0 +1,66 @@
+# Module Lifecycle Recovery
+
+## Migration Revision Namespace
+
+All enabled module migration directories are assembled into one Alembic graph. Revision IDs are therefore global across Core and every module even though each module owns a separate `migrations/versions` directory. Core validates literal revision declarations before constructing the graph and rejects duplicates with both file paths. A module must assign a new globally unique revision ID; reusing another module's ID can otherwise make Alembic treat an unrelated schema change as already applied or report an ancestor/head overlap.
+
+When correcting a collision that has already reached a database, first verify the schema objects that identify which migration actually ran. Rename the unapplied migration, or transactionally translate the corresponding `alembic_version` row when the applied owner is unambiguous. Never add both colliding IDs as heads or blindly stamp the database.
+
+Package changes and live module-graph changes use Core's durable recovery
+ledger. The local `install.lock` still prevents duplicate work in one runtime
+directory; the database lease `core:module-lifecycle:deployment` is the
+deployment-wide authority across API, installer, worker, and scheduler nodes.
+
+## Declared Boundaries
+
+| Operation | Recovery mode | Completion condition |
+| --- | --- | --- |
+| `module-lifecycle.pre-migration` | compensation | package, WebUI, manifest, and desired-graph evidence match |
+| `module-lifecycle.post-migration` | forward recovery | migration tasks, manifests, desired graph, restart, and health are verified |
+| `module-retirement.destroy-data` | snapshot restore | a hashed, restore-checked backup exists and retirement state is verified |
+| `module-runtime.apply-graph` | compensation | hooks, capability contexts, active graph, and workflow contributions match |
+
+The installer prepares the recovery operation before it captures the database
+snapshot. A full database restore therefore retains the prepared operation and
+its fence instead of erasing the fact that a mutation was attempted. Backup
+artifacts are hashed and sized before any package, migration, or retirement
+effect starts.
+
+Every command boundary records the command source and canonical hashes of the
+redacted command/result records. Credentials, database URLs, command output,
+and package-registry secrets are never copied into recovery evidence.
+
+## Failure And Retry Rules
+
+- A conclusive failure before effects is terminal `failed`.
+- A command or compensatable effect that started but did not complete is
+  `recovery_required`.
+- A lost or unexpected outcome after a migration/external boundary is
+  `outcome_unknown`.
+- A verified package/database rollback becomes `recovered`.
+- A supervised install becomes `succeeded` only after restart and all configured
+  health probes succeed.
+
+An unresolved lifecycle operation blocks every later lifecycle mutation on the
+same deployment fence, even after its execution lease is released. Operators
+must inspect the checkpoint chain and run record, restore or complete the
+declared recovery path, and explicitly reconcile the operation. A new install
+must not be used as an implicit retry.
+
+Live graph changes use the same fence. A non-migrating hook or registry failure
+restores the prior in-process graph and records verified compensation. A failure
+after migrations begin remains unresolved because restoring the process-local
+registry does not reverse database schema effects.
+
+## Operator Evidence
+
+The installer run record contains the recovery operation id, mode, plan hash,
+and current lifecycle status. The Ops recovery view is authoritative for the
+durable state and evidence-chain result. Keep both the run directory and the
+state-service backup evidence until the operation is terminal and the normal
+retention policy permits removal.
+
+Run the module installer rollback drill and recovery-runtime test matrix before
+enabling lifecycle mutation in a new deployment. Shared-state deployments must
+still use immutable release images; the ledger does not make in-place package
+mutation across replicas safe.

docs/POLICY_CONTRACTS.md

@@ -13,6 +13,7 @@ consistent while each module still owns its domain rules.
 | RBAC/access policy | `govoplan-access` | access capabilities in `govoplan_core.core.access` | Permission decisions should use access capability contracts. Explain responses should adopt `PolicyDecision` when an API-level explanation is added. |
 | Governance defaults | `govoplan-admin` plus `govoplan-access` materializer | admin settings, governance template routes, access materialization capability | System governance can block tenant-local groups, roles, and API keys. |
 | Delegation and ownership policy | access/campaign/mail/files modules | capability checks and owner-scoped APIs | Source provenance should use this contract when policies become externally explainable. |
+| Definition governance | `govoplan-policy` | capability `policy.definitionGovernance` | Resolves view, edit, run/start, reuse, derive, and automate for system, tenant, group, and user Dataflow/Workflow definitions. |
 
 ## Policy Decision
 
@@ -111,6 +112,20 @@ matching compatibility DTOs only for its legacy admin surface. Admin overview
 responses remain module-local because the same counters are exposed from
 different menu contexts and are not yet a separately versioned platform API.
 
+## Definition Governance
+
+Dataflow and Workflow submit a `DefinitionGovernanceRequest` using only stable
+scope, principal, status, definition-kind, and limit fields. Policy returns a
+standard `PolicyDecision`. System definitions may be inherited as read-only;
+group and user definitions are visible only in matching contexts. Templates
+may be viewed and derived but never run or automated. A derived definition
+passes its pinned ancestor limits back through the request context, and Policy
+applies those limits as ceilings rather than defaults that can be broadened.
+
+When the capability is absent, modules must not silently emulate cross-scope
+inheritance. Their conservative fallback is limited to local tenant
+definitions and disables reuse, derivation, and automation.
+
 ## Frontend Contract
 
 Policy UIs must:

docs/PUBLIC_SECTOR_INTEGRATION_STRATEGY.md

@@ -5,6 +5,9 @@ before deciding to replace specialist workflows. This document is the core
 strategy index. The executable connector catalogue lives in
 `govoplan-connectors/docs/PUBLIC_SECTOR_INTEGRATION_CATALOGUE.md`.
 
+The canonical cumulative maturity model and external-object DTO are documented
+in [EXTERNAL_REFERENCES_AND_INTEGRATION_MATURITY.md](EXTERNAL_REFERENCES_AND_INTEGRATION_MATURITY.md).
+
 ## Strategy Labels
 
 Use one or more of these labels for every external system family:
@@ -172,8 +175,10 @@ connector or module issue.
   queries, untraceable manual transformations.
 - MVP test path: publish one report/export as a governed file plus RSS/Atom
   entry with checksum, timestamp, and permission check.
-- Owner/priority: `govoplan-reporting`, `govoplan-connectors`, possible future
+- Owner/priority: `govoplan-reporting`, `govoplan-connectors`,
-  `govoplan-datasources`/`govoplan-dataflow`, Wave 2.
+  `govoplan-datasources`, and `govoplan-dataflow`, Wave 2. Reporting owns
+  presentation/publication, Connectors owns transport, Datasources owns the
+  governed source/materialization catalogue, and Dataflow owns transformations.
 
 ### Public-Sector Protocols And Registries
 

docs/RELEASE_DEPENDENCIES.md

@@ -40,26 +40,26 @@ cd /mnt/DATA/git/govoplan
 Update those refs when cutting a release:
 
 ```text
-govoplan-tenancy      git@git.add-ideas.de:add-ideas/govoplan-tenancy.git      v0.1.8
+govoplan-tenancy      git@git.add-ideas.de:GovOPlaN/govoplan-tenancy.git      v0.1.8
-govoplan-organizations git@git.add-ideas.de:add-ideas/govoplan-organizations.git v0.1.8
+govoplan-organizations git@git.add-ideas.de:GovOPlaN/govoplan-organizations.git v0.1.8
-govoplan-identity     git@git.add-ideas.de:add-ideas/govoplan-identity.git     v0.1.8
+govoplan-identity     git@git.add-ideas.de:GovOPlaN/govoplan-identity.git     v0.1.8
-govoplan-idm          git@git.add-ideas.de:add-ideas/govoplan-idm.git          v0.1.8
+govoplan-idm          git@git.add-ideas.de:GovOPlaN/govoplan-idm.git          v0.1.8
-govoplan-access       git@git.add-ideas.de:add-ideas/govoplan-access.git       v0.1.8
+govoplan-access       git@git.add-ideas.de:GovOPlaN/govoplan-access.git       v0.1.8
-govoplan-admin        git@git.add-ideas.de:add-ideas/govoplan-admin.git        v0.1.8
+govoplan-admin        git@git.add-ideas.de:GovOPlaN/govoplan-admin.git        v0.1.8
-govoplan-policy       git@git.add-ideas.de:add-ideas/govoplan-policy.git       v0.1.8
+govoplan-policy       git@git.add-ideas.de:GovOPlaN/govoplan-policy.git       v0.1.8
-govoplan-audit        git@git.add-ideas.de:add-ideas/govoplan-audit.git        v0.1.8
+govoplan-audit        git@git.add-ideas.de:GovOPlaN/govoplan-audit.git        v0.1.8
-govoplan-dashboard    git@git.add-ideas.de:add-ideas/govoplan-dashboard.git    v0.1.8
+govoplan-dashboard    git@git.add-ideas.de:GovOPlaN/govoplan-dashboard.git    v0.1.8
-govoplan-addresses    git@git.add-ideas.de:add-ideas/govoplan-addresses.git    v0.1.8
+govoplan-addresses    git@git.add-ideas.de:GovOPlaN/govoplan-addresses.git    v0.1.8
-govoplan-files        git@git.add-ideas.de:add-ideas/govoplan-files.git        v0.1.8
+govoplan-files        git@git.add-ideas.de:GovOPlaN/govoplan-files.git        v0.1.8
-govoplan-mail         git@git.add-ideas.de:add-ideas/govoplan-mail.git         v0.1.8
+govoplan-mail         git@git.add-ideas.de:GovOPlaN/govoplan-mail.git         v0.1.8
-govoplan-campaign     git@git.add-ideas.de:add-ideas/govoplan-campaign.git     v0.1.8
+govoplan-campaign     git@git.add-ideas.de:GovOPlaN/govoplan-campaign.git     v0.1.8
-govoplan-calendar     git@git.add-ideas.de:add-ideas/govoplan-calendar.git     v0.1.8
+govoplan-calendar     git@git.add-ideas.de:GovOPlaN/govoplan-calendar.git     v0.1.8
-govoplan-poll         git@git.add-ideas.de:add-ideas/govoplan-poll.git         v0.1.8
+govoplan-poll         git@git.add-ideas.de:GovOPlaN/govoplan-poll.git         v0.1.8
-govoplan-scheduling   git@git.add-ideas.de:add-ideas/govoplan-scheduling.git   v0.1.8
+govoplan-scheduling   git@git.add-ideas.de:GovOPlaN/govoplan-scheduling.git   v0.1.8
-govoplan-notifications git@git.add-ideas.de:add-ideas/govoplan-notifications.git v0.1.8
+govoplan-notifications git@git.add-ideas.de:GovOPlaN/govoplan-notifications.git v0.1.8
-govoplan-evaluation   git@git.add-ideas.de:add-ideas/govoplan-evaluation.git   v0.1.8
+govoplan-evaluation   git@git.add-ideas.de:GovOPlaN/govoplan-evaluation.git   v0.1.8
-govoplan-docs         git@git.add-ideas.de:add-ideas/govoplan-docs.git         v0.1.8
+govoplan-docs         git@git.add-ideas.de:GovOPlaN/govoplan-docs.git         v0.1.8
-govoplan-ops          git@git.add-ideas.de:add-ideas/govoplan-ops.git          v0.1.8
+govoplan-ops          git@git.add-ideas.de:GovOPlaN/govoplan-ops.git          v0.1.8
 ```
 
 ## WebUI Packages
@@ -151,7 +151,8 @@ Current tag-only module repositories:
 - `govoplan-search`
 - `govoplan-tasks`
 - `govoplan-templates`
-- `govoplan-workflow`
+- `govoplan-workflow-engine` (headless definitions, migrations, and execution)
+- `govoplan-workflow` (optional authoring and inspection WebUI)
 - `govoplan-xoev`
 - `govoplan-xrechnung`
 - `govoplan-xta-osci`
@@ -788,10 +789,27 @@ tools/checks/postgres-integration-check.py \
 The script checks migrations and `/health` startup for core-only, files-only,
 mail-only, campaign-only, campaign+files, campaign+mail, and full-product
 module sets. `--reset-schema` is destructive and must only be used against a
-throwaway database.
+throwaway database. Before those permutations, the required Core proof runs in
+random, test-owned schemas without modifying `public`. It exercises Files' real
+credential-owning retirement provider and proves that credential scrubbing,
+non-secret audit
+insertion, and table retirement commit together; database-injected audit and
+DDL failures roll the entire unit back. A 500 ms PostgreSQL `lock_timeout` and
+captured backend process IDs also prove that each `DROP TABLE` uses the
+installer Session connection instead of waiting through a second connection.
+The meta check enables the release-gate flag so missing PostgreSQL configuration
+or full-stack test packages are a hard failure; ordinary Core-only test discovery
+skips this integration proof. Do not pass `--skip-retirement-atomicity` when
+collecting release evidence.
 
 ## Migration Baselines
 
+Release migration support follows `COMPATIBILITY_POLICY.md`: every tagged
+`0.1.x` installation is a supported upgrade origin, released revision IDs are
+immutable, and migration-only reconciliation remains available for at least one
+subsequent major release cycle after the matching runtime compatibility path is
+removed.
+
 Development migrations may be small and numerous while a feature is moving.
 GovOPlaN keeps those detailed migrations on an explicit development track and
 publishes reviewed release shortcuts on the release track. Before a stable
@@ -881,7 +899,7 @@ before that baseline, so pre-v0.1.7 development revisions are not release
 upgrade targets. Future release-to-release changes must start from a recorded
 release baseline and add a new release-track step-up instead of replacing prior
 release shortcuts. The tracking issue is
-`add-ideas/govoplan-core#223`.
+`GovOPlaN/govoplan-core#223`.
 
 ## Related Operator Documents
 

docs/SEARCH_EVENT_INDEXING_CONTRACT.md

@@ -0,0 +1,26 @@
+# Search event indexing contract
+
+Core defines, but does not implement, the optional Search indexing boundary.
+Feature modules register `SearchSourceProvider` implementations for bounded
+backfills and live authorization checks. A provider may additionally implement
+`SearchEventSourceProvider` to translate a committed `PlatformEvent` into one
+or more authoritative `SearchIndexChange` values.
+
+When the Search index-writer capability is active, the platform event worker
+uses the durable consumer identity `search.indexing.v1`. It accepts only public
+and internal events, passes the outbox delivery key to each event-capable
+source, and then advances a bounded batch of queued index changes in the same
+worker transaction. Stable change IDs make delivery replay idempotent.
+
+The boundary has three non-negotiable rules:
+
+- a source may emit changes only for its registered module, provider, resource
+  type, and event tenant;
+- Search validates every upsert document before queueing it and rejects secret
+  metadata keys;
+- an index ACL is only a candidate filter. Resources marked for authorization
+  recheck are returned only after the owning source explicitly allows the
+  current principal at query time.
+
+Search and its worker remain optional. Core-only startup and feature-module
+operation do not require the Search package.

docs/STATE_AND_RECOVERY_CONTRACT.md

@@ -0,0 +1,162 @@
+# State And Recovery Contract
+
+## State Profiles
+
+Core accepts three runtime state profiles:
+
+| Profile | Runtime placement | Durable storage |
+| --- | --- | --- |
+| `local` | One development process set | Local filesystem is permitted. |
+| `host-shared` | Replicas on one host | One host-shared volume plus PostgreSQL and Redis. |
+| `shared` | Independent hosts | PostgreSQL, Redis, and S3-compatible object storage. |
+
+All replicas in one installation use one stable
+`GOVOPLAN_INSTALLATION_ID`, one immutable module composition, and identical
+database, broker, encryption-key, and object-storage bindings. Core rejects
+replicas with the `local` profile and rejects `shared` without PostgreSQL,
+Redis, S3, and a non-default installation identifier.
+
+`FILE_STORAGE_S3_ENDPOINT_TRUSTED=true` is an explicit deployment trust
+declaration for a clean HTTPS S3 origin. It does not authorize a
+user-controlled connector endpoint and it is separate from installer-managed
+Garage's exact endpoint trust.
+
+## Object Storage
+
+`govoplan_core.core.object_storage` is the shared backend contract for durable
+module artifacts. It provides bounded read/write/list/stat/delete operations
+for local and S3-compatible storage. Modules own their object-key namespace and
+business metadata; Core does not interpret module files.
+
+`stat` and `list_objects` return object size plus a UTC `modified_at` value when
+the backend can prove it. Reconciliation and retention code may use that value
+for conservative grace periods, but must treat a missing timestamp as
+ineligible for automatic deletion rather than guessing an age.
+
+Rules for modules:
+
+- Store only opaque object keys in business records, never local absolute
+  paths.
+- Use node-local directories only for temporary materialization.
+- Verify expected size and digest before consuming consequential artifacts.
+- If object creation precedes database commit, compensate successfully created
+  objects on failure.
+- If object deletion fails, retain the database reference and report a retryable
+  failure rather than claiming deletion.
+- Define an orphan-inventory strategy for hard process loss between object
+  creation and metadata commit.
+
+The Files module delegates its backend implementation to this Core contract.
+Campaign generated EML artifacts use a Campaign-owned object prefix and are
+read by workers through the same shared backend.
+
+## Runtime Nodes And Leases
+
+API and worker incarnations register in `core_runtime_nodes` with role,
+software version, module-composition hash, queues, start time, and heartbeat.
+The registration identity includes a process incarnation so a stale process
+cannot update a replacement's row.
+
+Worker metadata also records the orchestrator pool and declared concurrency.
+Every Celery prefork child disposes the SQLAlchemy pool inherited from its
+parent and creates a process-local pool before handling work. Deployment
+rendering must therefore budget one database pool for the worker parent and
+each child. Ops compares active queue ownership, software versions, and the
+order-independent module-composition hash with the graph loaded by the API.
+
+Drain is durable operator intent:
+
+- an API enters not-ready state after observing drain;
+- a worker cancels queue consumers after observing drain;
+- cancellation returns an eligible draining node to active state;
+- clean shutdown marks the matching incarnation stopped.
+
+Coordination loss also fails closed. An API reports
+`coordination_unavailable` from `/health/ready` until a heartbeat succeeds
+again. A worker cancels its local queue consumers on any heartbeat or database
+failure and only resumes them after its existing incarnation heartbeats
+successfully. It never re-registers from the heartbeat path, so a stale worker
+cannot reclaim a node identity from its replacement.
+
+`core_distributed_leases` provides installation/resource uniqueness, expiry,
+holder incarnation, and monotonically increasing fencing tokens. Lease expiry
+does not make an old process harmless by itself: code performing an effect must
+assert its exact fence before commit. `govoplan_core.commands.fenced_run`
+renews a lease around a subprocess and terminates the child when the lease is
+lost. The deployment profiles use it for the singleton scheduler.
+
+## Migration Ordering
+
+Only `govoplan_core.commands.init_db` mutates schema. On PostgreSQL it acquires
+a deterministic installation/track advisory lock before pre-migration tasks,
+Alembic, and post-migration tasks. The lock is session-scoped and therefore
+released if the migration process dies.
+
+Runtime roles run `govoplan_core.commands.wait_for_database`. It waits until
+the database has exactly the configured, dependency-resolved Core/module
+Alembic heads and never upgrades schema. Cross-module `depends_on` revisions
+therefore do not leave runtime roles waiting for a branch marker Alembic has
+correctly consumed. This permits a migration Job and runtime Deployments to be
+submitted together while keeping startup fail-closed.
+
+Runtime coordination records the installed `govoplan-core` distribution
+version for API, worker and scheduler roles. FastAPI/OpenAPI metadata versions
+are presentation metadata and must not be used as deployable software identity;
+mixing the two would create a false version-skew readiness failure.
+
+## Recovery Ledger
+
+`govoplan_core.core.recovery` provides a durable operation and evidence
+contract. Recovery modes are:
+
+- `atomic`: one database transaction, no external effect;
+- `compensation`: explicit inverse actions;
+- `snapshot_restore`: separately verified backup reference;
+- `forward_recovery`: repair/resume the current version;
+- `irreversible`: explicit approval, no automated recovery claim.
+
+Every plan requires verification steps. Mode-specific evidence is mandatory.
+Operations bind an idempotency key to a canonical request hash, may bind a
+runtime fencing token, and emit append-only hash-chained checkpoints. Backup
+and approval references are part of the hashed plan evidence. Every low-level
+state transition and checkpoint append revalidates the operation's recorded
+fence while holding the operation row lock. Plaintext secrets are rejected
+from metadata and evidence.
+
+The state machine makes partial and uncertain outcomes visible. A non-atomic
+running operation cannot transition directly to ordinary failure, and success
+or recovery requires explicit verified checks. Ops projects states requiring
+attention, but module behavior gains this guarantee only after it adopts the
+ledger around its own side effects.
+
+## Recovery Boundary
+
+Application/configuration rollback and database rollback are not equivalent.
+Once an incompatible migration starts, old code may be unsafe even if its image
+is available. Deployment automation must switch to forward recovery unless a
+coordinated and verified database/object/key backup is restored.
+
+Core does not create production database backups. The deployment owner must
+provide backup, retention, encryption, restore verification, and recovery-point
+coordination for PostgreSQL, object storage, and encryption keys. The canonical
+operator procedure is documented in
+`govoplan/docs/RECOVERY_AND_ROLLBACK_GUARANTEES.md`.
+
+## Verification
+
+Focused contracts are covered by:
+
+```sh
+/mnt/DATA/git/govoplan/.venv/bin/python -m pytest -q \
+  tests/test_object_storage.py \
+  tests/test_runtime_coordination.py \
+  tests/test_runtime_agents.py \
+  tests/test_fenced_run.py \
+  tests/test_migration_lock.py \
+  tests/test_wait_for_database.py \
+  tests/test_recovery_guarantees.py
+```
+
+Production acceptance additionally requires multi-node failure and coordinated
+restore drills against the actual PostgreSQL, Redis, object-store, ingress, and
+secret-provider topology.

docs/TABULAR_SOURCE_CONTRACT.md

@@ -0,0 +1,21 @@
+# Tabular Source Preview Contract
+
+Core defines provider-neutral DTOs for optional tabular source providers. A
+source declares whether it is live, cached, file-backed, or static; its schema
+and immutable fingerprint; structured health; and the exact projection,
+pagination, filter, aggregation, and sorting operations that the provider can
+push down. Consumers must not infer pushdown support from a provider name.
+
+Every preview request carries independent row, byte, and elapsed-time budgets.
+A provider may tighten these values but must return its effective limits,
+returned byte count, elapsed milliseconds, truncation state, and structured
+diagnostics. Equivalent fields on the Datasources read request and result
+preserve that evidence when a live source is consumed through the catalogue.
+A row that cannot fit within the byte budget fails explicitly rather than
+leaking a partial value. Timeout, stale fingerprint, unavailable source, and
+authorization failures remain distinct provider-neutral errors.
+
+Connector health and preview diagnostics must contain no credentials, endpoint
+userinfo, row values, or unbounded remote error bodies. A Datasource origin
+preserves this contract so registration and staging do not erase source mode,
+health, pushdown, or preview-limit evidence.

docs/TEMPLATE_CAPABILITY_CONTRACT.md

@@ -0,0 +1,28 @@
+# Template And Generated Artifact Capability Contracts
+
+Core defines provider-neutral contracts for optional template libraries and
+generated artifact storage. Core does not render templates or store generated
+files itself.
+
+## Templates
+
+- `templates.catalog` lists typed, versioned template references and checks a
+  consumer's available fields, usage, and output format.
+- `templates.renderer` accepts a `TemplateRenderRequest` containing pinned
+  input data and returns immutable render evidence plus an artifact reference.
+
+The DTOs contain identifiers, hashes, plain mappings, and scalar metadata. They
+do not expose Template ORM models or require Campaign, Distribution Lists,
+Addresses, Reporting, Forms, or Mail.
+
+## Generated Artifacts
+
+`files.artifact_store` accepts a `ManagedArtifactWriteRequest` and returns a
+`ManagedArtifactRef`. Producers supply bytes, a safe filename/content type,
+idempotency key, and non-secret provenance. Files owns path normalization,
+authorization, versions, storage, and download behavior.
+
+Consumers must discover both contracts through the module registry and degrade
+only the unavailable path. A template renderer may return a bounded download
+when Files is absent. A caller must not infer successful external delivery from
+successful rendering or artifact persistence.

docs/TEMPORAL_DATA_CONTEXT.md

@@ -0,0 +1,68 @@
+# Temporal Data Context
+
+GovOPlaN exposes one read context for data validity and system knowledge. The
+calendar control in the authenticated titlebar applies that context to
+supported list and detail reads for the current account and tenant.
+
+## Two Independent Axes
+
+- **Valid time** answers when a fact applied in the represented domain.
+- **Recorded time** answers what the system had recorded by a particular
+  instant.
+
+The default is data valid now under the latest recorded state. `At time`
+selects a valid-time instant. `All` removes the valid-time interval filter but
+still uses the selected recorded state. The optional recorded-state cutoff can
+be combined with any valid-time mode, which keeps correction history distinct
+from changes in real-world validity.
+
+An interval is half open: `valid_from <= instant < valid_to`. A revision belongs
+to a recorded-state snapshot when `recorded_at <= cutoff` and it was not
+superseded at or before that cutoff.
+
+## Security And Mutation Rules
+
+The temporal data context is a read projection, not an authorization context.
+Authentication, permissions, active delegations, tenant boundaries, module
+policy, and maintenance controls are always evaluated under current security
+state. A historical projection never restores an expired permission.
+
+The context also does not supply mutation dates. Writes continue to target the
+current lifecycle revision and must carry their explicit valid/effective dates,
+expected revision, reason, and evidence where the owning contract requires
+them. A screen showing historical data must not silently turn a normal edit
+into a historical correction.
+
+## HTTP Contract
+
+Core accepts these request headers:
+
+| Header | Meaning |
+| --- | --- |
+| `X-Govoplan-Validity-Mode` | `current`, `at`, or `all` |
+| `X-Govoplan-Valid-At` | Timezone-aware ISO 8601 instant required by `at` |
+| `X-Govoplan-Recorded-At` | Optional timezone-aware system-knowledge cutoff |
+
+Invalid or naive timestamps fail with HTTP 400. Responses expose the resolved
+mode and evaluated instant. Conditional JSON responses vary by all three
+request headers, and the shared WebUI API client includes them in request
+deduplication and conditional-cache keys.
+
+## Module Adoption
+
+Revision-owning modules apply
+`govoplan_core.db.temporal.apply_temporal_revision_filter` only to read queries
+that are meant to follow the platform context. Explicit version references and
+explicit resolver `effective_at` arguments take precedence. Current-row
+lookups used for optimistic concurrency, authorization, routing, effects, or
+other mutations must remain explicit and context-independent.
+
+The initial bitemporal adoption covers Decisions, Mandates, Parties, and
+Services. Their immutable revisions have indexed valid, recorded, and
+superseded timestamps. Modules with effective-dated security records or
+recorded-only revision histories require separate display-query adoption so
+the global selector cannot affect current authorization or execution.
+
+The WebUI selection is stored in session storage per account and tenant. A
+change remounts the active module route so existing page loaders issue a fresh
+request. Returning both axes to their defaults removes the stored selection.

docs/THEMING.md

@@ -0,0 +1,28 @@
+# WebUI Theme Contract
+
+GovOPlaN supports `system`, `light`, and `dark` as persisted user preferences.
+`system` follows `prefers-color-scheme` live; it is not resolved permanently at
+save time. Core applies the resolved mode through `data-theme` on the document
+root and exposes the selected preference through `data-theme-preference`.
+
+## Ownership
+
+- Core owns semantic CSS tokens, native `color-scheme`, preference persistence,
+  the Settings selector, and the shared shell.
+- Modules consume semantic tokens such as `--surface`, `--text`, `--line`, and
+  the status token families. They may define domain aliases whose values resolve
+  to shared tokens.
+- User preference selects the mode. Tenant and system policy may provide a
+  future default, but must not silently replace an explicit user choice.
+- Tenant branding is a separate policy surface and must preserve contrast and
+  status semantics in both modes.
+
+Do not introduce fixed foreground/background colors in a module merely to make
+one mode look correct. Add or reuse a semantic Core token, then define both
+light and dark values. Bitmap content and externally authored HTML are exempt,
+but their surrounding controls must still use the shared tokens.
+
+`npm run test:theme-contract` verifies the root behavior and representative
+Campaign, Calendar, Files, and Mail token consumption. The check runs before a
+production WebUI build.
+

docs/THROTTLING.md

@@ -3,10 +3,13 @@
 Core exposes `govoplan_core.core.throttling` for security-sensitive endpoints
 that need bounded fixed-window counters. Subjects are SHA-256 hashed before they
 become store keys. A configured Redis instance provides atomic counters shared
-across API workers; development, a missing Redis configuration, and temporary
+across API workers. Development and temporary Redis outages use a bounded
-Redis outages use a bounded process-local fallback. When Redis fails, local
+process-local fallback. Production-like startup rejects an enabled login
-attempts are still mirrored so losing the distributed store does not reset the
+throttle without `REDIS_URL` unless
-active worker's protection window.
+`GOVOPLAN_ALLOW_PROCESS_LOCAL_LOGIN_THROTTLE=true` explicitly acknowledges the
+single-process limitation. When Redis fails at runtime, local attempts are still
+mirrored so losing the distributed store does not reset the active worker's
+protection window.
 
 Callers define one or more `ThrottleDimension` values with a controlled
 namespace, a subject and a positive limit. They must call `check` before an

docs/UI_UX_DECISION_LEDGER.md

@@ -6,7 +6,7 @@ binding design reference: future implementation should follow these decisions
 unless the decision is explicitly revised here and affected screens are updated
 to match.
 
-Active tracking issue: `add-ideas/govoplan-core#225`.
+Active tracking issue: `GovOPlaN/govoplan-core#225`.
 
 ## Operating Rule
 
@@ -50,6 +50,13 @@ contestability, responsibility, and traceability at the point of action.
 | UX-024 | Explicit `Discard` actions and dirty in-application navigation use the shared `UnsavedChangesProvider` dialog. A page registers save/discard behavior with `useUnsavedDraftGuard`; its Discard button calls `requestDiscard`, and route changes use `useGuardedNavigate` or `requestNavigation`. | Accepted | All create/edit surfaces |
 | UX-025 | `window.alert` and the global `alert` function are prohibited. A narrowly necessary exception requires product-owner authorization and an entry in the alert exception register before implementation. | Accepted | All WebUI code |
 | UX-026 | A table defines one stable ordered action set. A row-level unavailable action remains in its normal position and is disabled, preferably with `disabledReason`; structurally irrelevant actions are omitted for the entire table. Empty rows reserve the same slots so their Add action stays in the normal left-most action position. | Accepted | All structured tables |
+| UX-027 | The platform icon rail keeps its brand header and utility footer visible. Only the module-navigation region scrolls when installed and permitted modules exceed the available viewport height. | Accepted | Core WebUI shell |
+| UX-028 | Maintenance and offline states use their established textual warning banners centered in the titlebar. They must not recolor the shell or add decorative status icons. Global search is a right-side command, so warnings do not replace its trigger or overlay. | Accepted | Core WebUI shell |
+| UX-029 | Recoverable page and module errors use the central compact `DismissibleAlert` presentation with an explicit recovery action where one exists. Full-height workspaces must overlay page feedback instead of allowing an alert to become a stretched workspace row. | Accepted | Core and module WebUIs |
+| UX-030 | At narrow widths, the titlebar uses separate context and command rows. Context selectors remain horizontally reachable, search retains its compact trigger, and language/help/notification/account commands remain fixed icon controls without overlap. Shared content padding contracts so domain workspaces retain usable width. | Accepted | Core WebUI shell and all module workspaces |
+| UX-031 | Public controls and extension contributions use stable, module-namespaced interface identities. Shared controls expose `interfaceId` and `helpTopicId`; generated source anchors are inventory evidence, not a substitute for an explicit ID when documentation, policy, or automation refers to the control. | Accepted | Core and module WebUIs |
+| UX-032 | `F1` resolves help from the focused field or action, then its dialog/section/page and registered route. Focused contexts retain the page fallback; Docs applies audience and permission filtering and falls back to visible module documentation. | Accepted | Core shell, Docs, and all module WebUIs |
+| UX-033 | Global search is the left-most titlebar command, immediately before language selection. Its icon, `F3`, and `Ctrl`/`Cmd`+`K` all open the same permission-aware search overlay; the titlebar does not reserve a persistent query field. | Accepted | Core shell and Search WebUI |
 
 ## Confirmed Implementation Decisions
 
@@ -223,6 +230,10 @@ instead of reproducing their behavior.
 - `help` content is contextual guidance, not the accessible name. The persisted
   `show_inline_help_hints` user preference hides only the `InlineHelp` marker by
   applying `ui-hide-help-hints` at the document root.
+- Shared action-bearing components accept an optional disabled reason. In
+  particular, `MailServerSettingsPanel` forwards protocol-specific test
+  blockers into the shared focusable disabled-action tooltip; modules provide
+  the domain-specific required field, permission, or in-progress reason.
 - A dirty editor registers once with `useUnsavedDraftGuard`. An explicit
   Discard button calls `useUnsavedChanges().requestDiscard(afterResolve)`; SPA
   navigation uses `useGuardedNavigate` or `requestNavigation`. Both paths show
@@ -233,9 +244,37 @@ instead of reproducing their behavior.
   `disabledReason` for row state; omit an action only when that action does not
   belong to the table. `minimumSlots` reserves trailing positions for an empty
   row. `DataGridEmptyAction` does this for the standard add/move/remove layout.
+- A paginated `DataGrid` has exactly one query owner. Client mode receives the
+  complete logical row set and applies filtering and sorting before slicing a
+  page. Server mode receives only the loaded page, requires `onQueryChange`,
+  and the backend applies every emitted filter/sort before pagination while
+  returning `totalRows` for the filtered result. Server list filters declare
+  their complete option domain instead of deriving it from the loaded page.
+  External filter affordances such as summary-count shortcuts update the
+  grid's `query` contract; the grid header controls and backend query therefore
+  always display and execute the same filter state.
 - Feedback and confirmation use `Dialog`, `ConfirmDialog`, or
   `DismissibleAlert`. They never fall back to `window.alert`.
 
+### DUE-012: Rich HTML Editing Contract
+
+Decision: modules that edit persisted HTML use the central
+`WysiwygEditor` exported from `@govoplan/core-webui/wysiwyg`.
+
+- The dedicated subpath is intentional: the editor and its engine remain a
+  shared Core contract without adding their code to module combinations that
+  never consume rich-text editing.
+- Consumers provide controlled HTML and domain-specific token labels. The
+  editor owns visual/source switching, formatting, links, images, safe URL
+  handling, and atomic inline token rendering; it does not own template
+  semantics or persistence.
+- Existing HTML outside the supported visual subset opens in source mode.
+  Rendering the value must not rewrite it, and users receive an explicit
+  warning before choosing the visual surface.
+- Domain placeholders remain their original serialized text. Atomic token
+  presentation is an editing aid only, so backend renderers and existing
+  templates do not need a new storage format.
+
 #### FieldLabel Omission Register
 
 Every Core field surface that intentionally does not render `FieldLabel` is
@@ -244,7 +283,7 @@ UI documentation until a central cross-repository audit is available.
 
 | Core scope | Why `FieldLabel` is omitted | Accessible/context label source |
 | --- | --- | --- |
-| `PasswordField`, `ColorPickerField`, `DateField`, `TimeField`, and `DateTimeField` input internals | These are label-neutral composite primitives and are placed inside `FormField`/`FieldLabel` by the consuming form. Rendering another label inside the primitive would duplicate it. | Enclosing label; a direct consumer must pass an accessible name and record that direct composition here. |
+| `PasswordField`, `ColorPickerField`, `DateField`, `TimeField`, and `DateTimeField` input internals | These are label-neutral composite primitives and are placed inside `FormField`/`FieldLabel` by the consuming form. Rendering another label inside the primitive would duplicate it. `PasswordField` may opt into the shared cryptographic generator; the candidate dialog is subordinate to the enclosing field and commits only through its explicit Use action. | Enclosing label; a direct consumer must pass an accessible name and record that direct composition here. |
 | `ToggleSwitch` native checkbox | The shared component already renders its visible text through `FieldLabel`; the native input must not render a second label. | The enclosing native label and derived `aria-label`. |
 | `FileDropZone` hidden file input | The input is an implementation detail of the labelled keyboard-operable drop target. | Drop target text and `inputLabel`/`aria-label`. |
 | `AdminSelectionList` and `DataGrid` list-filter checkboxes | Each option is self-explanatory and already enclosed by its visible option label. | Enclosing native option label. |
@@ -275,14 +314,14 @@ converted or reviewed.
 
 | Surface | Repository | UX State | Next Action |
 | --- | --- | --- | --- |
-| File connector settings | `govoplan-files` | First adaptive modal slice started: connections and credentials now use full-state create/edit forms with conditional fields, advanced panels, and blocker primitives. Wizard shell is retained for later assisted setup. Central policy card still needs a layered editor. | Finish provider discovery/test-in-flow, then convert policy editing. |
+| File connector settings | `govoplan-files` | Migrated to the shared adaptive server/credential/policy pattern with provider discovery, typed controls, actionable blockers, consequence-aware removal, and module-owned verification evidence. | Continue only through bounded Files-owned follow-ups. |
-| Mail server settings | `govoplan-mail` / `govoplan-core` | Uses the shared server/credential model visually, but create/edit still needs the same adaptive pattern as files. | Migrate to adaptive server/credential/policy dialogs, with optional assisted wizard later. |
+| Mail server settings | `govoplan-mail` / `govoplan-core` | Migrated to the same layered profile/server/credential/policy pattern, including focused connection tests, unsaved-state handling, contextual help, and permission/target blockers. | Continue only through bounded Mail-owned follow-ups. |
 | Connector policy/effective rows | `govoplan-core`, module UIs | Effective-policy direction exists, but many editors still expose broad option sets. | Put effective value first, move overrides into modal, and explain blocked edits. |
 | Admin module management | `govoplan-admin` | Has preflight concepts, but operational choices are still technical and dense. | Convert install/uninstall/package changes to operator wizards. |
 | Configuration packages | `govoplan-admin` | Catalog/import work exists, but package editing can still drift toward technical fields. | Add guided import/review/problem-list flow. |
-| Retention and privacy | `govoplan-core` | Functional editor exists; consequence language and provenance can be stronger. | Layer advanced retention options and add review for broad changes. |
+| Retention and privacy | `govoplan-core` | Typed effective-policy editor exposes source paths, narrowing semantics, platform locks, permission/target blockers, and explicit clean/loading/save states. | Broader governed-change review remains module-owned where a policy change requires approval. |
 | API keys | `govoplan-access` / admin UI | Security-sensitive creation needs least-privilege guidance. | Add scoped creation wizard with expiry/owner review. |
-| User settings | `govoplan-core` | Preferences persistence exists; interface navigation issue was fixed earlier, but the surface still needs UX review. | Keep simple sections, remove double-click traps, and add quiet explanations. |
+| User settings | `govoplan-core` | Simple typed sections use unsaved-change guards, quiet result feedback, contextual help, and explicit busy/clean disabled-action reasons. | Keep bounded; new contributed sections must satisfy the checklist. |
 
 ## Impact Index
 
@@ -311,6 +350,11 @@ Every new or changed admin/configuration surface should answer:
 - Does the screen explain disabled actions and failed validation in plain
   language?
 - Does it say who can fix a blocker and where?
+- Does a module-localized blocker pass its translated row labels through the
+  shared `ActionBlockerHint` contract instead of reproducing the component?
+- Does longer field or blocker guidance use a stable `DocumentationHelpLink`
+  topic/context reference, with hosted fallback when the optional Docs module
+  is absent?
 - Does it reuse existing core patterns for wizard steps, problem lists, modals,
   help, and review?
 - Is there a review or preflight step before broad, destructive, or risky

docs/WEBUI_BUNDLE_BUDGETS.md

@@ -0,0 +1,71 @@
+# WebUI Loading And Bundle Budgets
+
+The Core WebUI host owns the loading boundary for installed module packages.
+Vite discovers configured packages at build time, but emits an asynchronous
+loader for each package's `src/module.ts` contribution descriptor. At runtime,
+Core imports only descriptors whose backend manifests are enabled and identify
+the matching `frontend.package_name`.
+
+The direct descriptor entry is intentional. A package root may re-export pages
+for consumers; importing that barrel as module wiring can cause those pages to
+be evaluated before navigation. Route pages and substantial panels should use
+`React.lazy`, and Core wraps routes in the shared loading/error boundary.
+
+## Enforced Budgets
+
+`webui/bundle-budget.json` contains the production limits:
+
+| Measurement | Raw limit | Gzip limit |
+| --- | ---: | ---: |
+| Initial JavaScript static import closure | 512 KiB | 160 KiB |
+| Largest individual asynchronous JavaScript chunk | 384 KiB | 110 KiB |
+
+`npm run build` writes a Vite manifest, measures the entry and its recursive
+static imports, writes `dist/bundle-metrics.json`, and fails when either budget
+is exceeded. `npm run test:module-permutations` applies the same gate to every
+permutation and records the collected results in
+`dist/module-permutation-bundle-metrics.json`. In CI, each result is also added
+to the step summary.
+
+Budgets are limits, not targets. A change that approaches a limit should add a
+new lazy boundary or remove unnecessary entry code instead of raising the
+limit without measurement and review.
+
+## 2026-07-30 Baseline
+
+Measurements use the same full-product source tree and Node 22 runtime. The
+post-change build additionally includes the Search module in the default and
+full-product sets.
+
+| Initial-load measurement | Before | After | Reduction |
+| --- | ---: | ---: | ---: |
+| JavaScript assets in initial static closure | 1 | 1 | 0% |
+| Raw JavaScript | 1,387,043 B | 453,769 B | 67.3% |
+| Gzip level 9 | 364,767 B | 141,725 B | 61.1% |
+| Brotli quality 11 | 254,797 B | 106,701 B | 58.1% |
+| Parse proxy median | 18.776 ms | 7.750 ms | 58.7% |
+| Parse proxy p95 | 21.980 ms | 8.739 ms | 60.2% |
+
+The parse proxy constructs a fresh `node:vm` `SourceTextModule` from the entry
+source 30 times with a randomized source marker. It is useful for a controlled
+before/after comparison, but is not enforced in CI because absolute timings
+vary across runners. Transfer budgets use deterministic raw and gzip byte
+counts.
+
+The first budgeted full-product build reported:
+
+- initial JavaScript: 453,769 B raw / 141,725 B gzip;
+- largest async chunk: `CampaignWorkspace`, 353,724 B raw / 98,142 B gzip.
+
+## Verification
+
+```bash
+cd /mnt/DATA/git/govoplan-core/webui
+npm run build
+npm run check:bundle-budget
+npm run test:module-permutations
+```
+
+The build gate also catches accidental eager imports: a page pulled into the
+entry closure consumes the initial budget, while an oversized page or module
+descriptor consumes the asynchronous chunk budget.

docs/WEBUI_MODULE_PACKAGE_LAYOUT.md

@@ -0,0 +1,12 @@
+# WebUI Module Package Layout
+
+Core discovers a module contribution from `src/module.ts` when `node_modules`
+links directly to a module's `webui` package. Tagged release dependencies are
+installed from repository-root packages and expose the same contribution at
+`webui/src/module.ts`. The Vite registry accepts both layouts and imports the
+contribution descriptor directly so route-level lazy loading is preserved.
+
+A release package is invalid if neither entry exists. The module-permutation CI
+matrix builds source-linked and installed release compositions; it must not fall
+back to a package root barrel because that would eagerly pull module pages into
+the shell bundle.

docs/configuration-package-catalog.example.json

@@ -8,7 +8,7 @@
       "description": "Portal form, case workflow, task creation, mail notification, payment setup, and access roles for a simple application process.",
       "publisher": "ADD ideas",
       "category": "workflow",
-      "artifact_ref": "git+ssh://git@git.add-ideas.de/add-ideas/govoplan-configuration-packages.git@application-handling-basic-v0.1.0",
+      "artifact_ref": "git+ssh://git@git.add-ideas.de/GovOPlaN/govoplan-configuration-packages.git@application-handling-basic-v0.1.0",
       "artifact_sha256": "<sha256>",
       "required_modules": [
         { "module_id": "portal", "version": ">=0.1.0" },

docs/module-package-catalog.example.json

@@ -12,9 +12,9 @@
       "version": "0.1.4",
       "action": "install",
       "python_package": "govoplan-files",
-      "python_ref": "govoplan-files @ git+ssh://git@git.add-ideas.de/add-ideas/govoplan-files.git@v0.1.4",
+      "python_ref": "govoplan-files @ git+ssh://git@git.add-ideas.de/GovOPlaN/govoplan-files.git@v0.1.4",
       "webui_package": "@govoplan/files-webui",
-      "webui_ref": "git+ssh://git@git.add-ideas.de/add-ideas/govoplan-files.git#v0.1.4",
+      "webui_ref": "git+ssh://git@git.add-ideas.de/GovOPlaN/govoplan-files.git#v0.1.4",
       "migration_safety": "forward_only",
       "migration_notes": "Database rollback requires restoring the pre-update snapshot.",
       "migration_after": ["access"],
@@ -54,14 +54,14 @@
       ],
       "artifact_integrity": {
         "python": {
-          "ref": "govoplan-files @ git+ssh://git@git.add-ideas.de/add-ideas/govoplan-files.git@v0.1.4",
+          "ref": "govoplan-files @ git+ssh://git@git.add-ideas.de/GovOPlaN/govoplan-files.git@v0.1.4",
           "sha256": "<sha256 of the resolved Python artifact>",
           "sbom_url": "https://govoplan.add-ideas.de/sbom/govoplan-files-0.1.4.spdx.json",
           "provenance_url": "https://govoplan.add-ideas.de/provenance/govoplan-files-0.1.4.intoto.jsonl",
           "git_ref": "refs/tags/v0.1.4"
         },
         "webui": {
-          "ref": "git+ssh://git@git.add-ideas.de/add-ideas/govoplan-files.git#v0.1.4",
+          "ref": "git+ssh://git@git.add-ideas.de/GovOPlaN/govoplan-files.git#v0.1.4",
           "sha256": "<sha256 of the resolved WebUI package artifact>",
           "sbom_url": "https://govoplan.add-ideas.de/sbom/govoplan-files-webui-0.1.4.spdx.json",
           "provenance_url": "https://govoplan.add-ideas.de/provenance/govoplan-files-webui-0.1.4.intoto.jsonl",
@@ -78,9 +78,9 @@
       "version": "0.1.4",
       "action": "install",
       "python_package": "govoplan-mail",
-      "python_ref": "govoplan-mail @ git+ssh://git@git.add-ideas.de/add-ideas/govoplan-mail.git@v0.1.4",
+      "python_ref": "govoplan-mail @ git+ssh://git@git.add-ideas.de/GovOPlaN/govoplan-mail.git@v0.1.4",
       "webui_package": "@govoplan/mail-webui",
-      "webui_ref": "git+ssh://git@git.add-ideas.de/add-ideas/govoplan-mail.git#v0.1.4",
+      "webui_ref": "git+ssh://git@git.add-ideas.de/GovOPlaN/govoplan-mail.git#v0.1.4",
       "provides_interfaces": [
         {
           "name": "mail.campaign_delivery",
@@ -97,14 +97,14 @@
       ],
       "artifact_integrity": {
         "python": {
-          "ref": "govoplan-mail @ git+ssh://git@git.add-ideas.de/add-ideas/govoplan-mail.git@v0.1.4",
+          "ref": "govoplan-mail @ git+ssh://git@git.add-ideas.de/GovOPlaN/govoplan-mail.git@v0.1.4",
           "sha256": "<sha256 of the resolved Python artifact>",
           "sbom_url": "https://govoplan.add-ideas.de/sbom/govoplan-mail-0.1.4.spdx.json",
           "provenance_url": "https://govoplan.add-ideas.de/provenance/govoplan-mail-0.1.4.intoto.jsonl",
           "git_ref": "refs/tags/v0.1.4"
         },
         "webui": {
-          "ref": "git+ssh://git@git.add-ideas.de/add-ideas/govoplan-mail.git#v0.1.4",
+          "ref": "git+ssh://git@git.add-ideas.de/GovOPlaN/govoplan-mail.git#v0.1.4",
           "sha256": "<sha256 of the resolved WebUI package artifact>",
           "sbom_url": "https://govoplan.add-ideas.de/sbom/govoplan-mail-webui-0.1.4.spdx.json",
           "provenance_url": "https://govoplan.add-ideas.de/provenance/govoplan-mail-webui-0.1.4.intoto.jsonl",
@@ -121,19 +121,19 @@
       "version": "0.1.6",
       "action": "install",
       "python_package": "govoplan-dashboard",
-      "python_ref": "govoplan-dashboard @ git+ssh://git@git.add-ideas.de/add-ideas/govoplan-dashboard.git@v0.1.6",
+      "python_ref": "govoplan-dashboard @ git+ssh://git@git.add-ideas.de/GovOPlaN/govoplan-dashboard.git@v0.1.6",
       "webui_package": "@govoplan/dashboard-webui",
-      "webui_ref": "git+ssh://git@git.add-ideas.de/add-ideas/govoplan-dashboard.git#v0.1.6",
+      "webui_ref": "git+ssh://git@git.add-ideas.de/GovOPlaN/govoplan-dashboard.git#v0.1.6",
       "artifact_integrity": {
         "python": {
-          "ref": "govoplan-dashboard @ git+ssh://git@git.add-ideas.de/add-ideas/govoplan-dashboard.git@v0.1.6",
+          "ref": "govoplan-dashboard @ git+ssh://git@git.add-ideas.de/GovOPlaN/govoplan-dashboard.git@v0.1.6",
           "sha256": "<sha256 of the resolved Python artifact>",
           "sbom_url": "https://govoplan.add-ideas.de/sbom/govoplan-dashboard-0.1.6.spdx.json",
           "provenance_url": "https://govoplan.add-ideas.de/provenance/govoplan-dashboard-0.1.6.intoto.jsonl",
           "git_ref": "refs/tags/v0.1.6"
         },
         "webui": {
-          "ref": "git+ssh://git@git.add-ideas.de/add-ideas/govoplan-dashboard.git#v0.1.6",
+          "ref": "git+ssh://git@git.add-ideas.de/GovOPlaN/govoplan-dashboard.git#v0.1.6",
           "sha256": "<sha256 of the resolved WebUI package artifact>",
           "sbom_url": "https://govoplan.add-ideas.de/sbom/govoplan-dashboard-webui-0.1.6.spdx.json",
           "provenance_url": "https://govoplan.add-ideas.de/provenance/govoplan-dashboard-webui-0.1.6.intoto.jsonl",

pyproject.toml

@@ -4,7 +4,7 @@ build-backend = "setuptools.build_meta"
 
 [project]
 name = "govoplan-core"
-version = "0.1.11"
+version = "0.1.17"
 description = "Reusable GovOPlaN platform core, access, tenancy, and RBAC components."
 readme = "README.md"
 requires-python = ">=3.12"
@@ -19,6 +19,7 @@ dependencies = [
   "celery>=5,<6",
   "redis>=5,<6",
   "alembic>=1,<2",
+  "boto3>=1.34,<2",
 ]
 
 [tool.setuptools.packages.find]
@@ -27,9 +28,16 @@ where = ["src"]
 [tool.setuptools.package-data]
 govoplan_core = ["py.typed"]
 
+[tool.setuptools.data-files]
+"govoplan_core_runtime" = ["alembic.ini"]
+"govoplan_core_runtime/alembic" = ["alembic/env.py", "alembic/script.py.mako"]
+"govoplan_core_runtime/alembic/versions" = ["alembic/versions/*.py"]
+"govoplan_core_runtime/alembic/dev_versions" = ["alembic/dev_versions/*.py"]
+
 [project.scripts]
 govoplan-config = "govoplan_core.commands.config:main"
 govoplan-devserver = "govoplan_core.devserver:main"
+govoplan-first-admin = "govoplan_core.commands.first_admin:main"
 govoplan-module-install-plan = "govoplan_core.commands.module_install_plan:main"
 govoplan-module-installer = "govoplan_core.commands.module_installer:main"
 

src/govoplan_core/admin/models.py

@@ -12,7 +12,7 @@ class SystemSettings(Base, TimestampMixin):
     __tablename__ = "core_system_settings"
 
     id: Mapped[str] = mapped_column(String(36), primary_key=True, default="global")
-    default_locale: Mapped[str] = mapped_column(String(20), default="en", nullable=False)
+    default_locale: Mapped[str] = mapped_column(String(20), default="de", nullable=False)
     allow_tenant_custom_groups: Mapped[bool] = mapped_column(Boolean, default=True, nullable=False)
     allow_tenant_custom_roles: Mapped[bool] = mapped_column(Boolean, default=True, nullable=False)
     allow_tenant_api_keys: Mapped[bool] = mapped_column(Boolean, default=True, nullable=False)
@@ -20,4 +20,3 @@ class SystemSettings(Base, TimestampMixin):
 
 
 __all__ = ["SystemSettings"]
-

src/govoplan_core/api/v1/schemas.py

@@ -39,6 +39,24 @@ class DeltaCollectionResponse(BaseModel):
     full: bool = False
 
 
+class ReferenceOptionResponse(BaseModel):
+    value: str
+    label: str
+    description: str | None = None
+    kind: str | None = None
+    availability: Literal["available", "inactive", "unavailable"] = "available"
+    disabled: bool = False
+    source_module: str | None = None
+    provenance: dict[str, Any] = Field(default_factory=dict)
+
+
+class ReferenceOptionListResponse(BaseModel):
+    options: list[ReferenceOptionResponse] = Field(default_factory=list)
+    provider_available: bool = True
+    next_cursor: str | None = None
+    has_more: bool = False
+
+
 class LoginRequest(BaseModel):
     model_config = ConfigDict(extra="forbid")
 
@@ -55,12 +73,18 @@ class SwitchTenantRequest(BaseModel):
     tenant_id: str
 
 
+class SwitchActingContextRequest(BaseModel):
+    model_config = ConfigDict(extra="forbid")
+
+    assignment_id: str | None = Field(default=None, max_length=36)
+
+
 class TenantInfo(BaseModel):
     id: str
     slug: str
     name: str
     is_active: bool = True
-    default_locale: str = "en"
+    default_locale: str = "de"
     enabled_language_codes: list[str] = Field(default_factory=list)
 
 
@@ -160,6 +184,7 @@ class PrincipalContextInfo(BaseModel):
     api_key_id: str | None = None
     session_id: str | None = None
     service_account_id: str | None = None
+    acting_assignment_id: str | None = None
     acting_for_account_id: str | None = None
     email: str | None = None
     display_name: str | None = None
@@ -185,7 +210,7 @@ class AuthProfileResponse(BaseModel):
     active_tenant: TenantInfo
     available_languages: list[LanguageInfo] = Field(default_factory=list)
     enabled_language_codes: list[str] = Field(default_factory=list)
-    default_language: str = "en"
+    default_language: str = "de"
     profile_loaded: bool = True
 
 
@@ -214,7 +239,7 @@ class LoginResponse(BaseModel):
     principal: PrincipalContextInfo | None = None
     available_languages: list[LanguageInfo] = Field(default_factory=list)
     enabled_language_codes: list[str] = Field(default_factory=list)
-    default_language: str = "en"
+    default_language: str = "de"
     profile_loaded: bool = True
     roles_loaded: bool = True
     groups_loaded: bool = True
@@ -232,7 +257,7 @@ class MeResponse(BaseModel):
     principal: PrincipalContextInfo | None = None
     available_languages: list[LanguageInfo] = Field(default_factory=list)
     enabled_language_codes: list[str] = Field(default_factory=list)
-    default_language: str = "en"
+    default_language: str = "de"
     profile_loaded: bool = True
     roles_loaded: bool = True
     groups_loaded: bool = True

src/govoplan_core/audit/logging.py

@@ -16,8 +16,9 @@ from govoplan_core.core.events import (
     PlatformEvent,
     current_event_trace,
     normalize_trace_id,
-    publish_platform_event,
+    emit_platform_event,
 )
+from govoplan_core.core.institutional import GovernedContextEnvelope
 from govoplan_core.core.runtime import get_registry
 from govoplan_core.privacy.retention import sanitize_audit_details_for_policy
 from govoplan_core.security.redaction import redact_secret_values
@@ -171,9 +172,23 @@ class _NullAuditRecorder:
         )
 
 
-def _publish_audit_platform_event(item: AuditRecordRef) -> None:
+def _publish_audit_platform_event(
+    session: Session,
+    item: AuditRecordRef,
+) -> None:
     trace = _compact_trace(item.details.get("_trace") if isinstance(item.details, Mapping) else None)
-    publish_platform_event(
+    raw_context = (
+        item.details.get("_institutional_context")
+        if isinstance(item.details, Mapping)
+        else None
+    )
+    institutional_context = (
+        GovernedContextEnvelope.from_mapping(raw_context)
+        if isinstance(raw_context, Mapping)
+        else None
+    )
+    emit_platform_event(
+        session,
         PlatformEvent(
             type=item.action,
             module_id=_module_id_for_audit_action(item.action),
@@ -190,6 +205,7 @@ def _publish_audit_platform_event(item: AuditRecordRef) -> None:
             tenant=EventTenantRef(id=item.tenant_id) if item.tenant_id else None,
             resource=EventObjectRef(type=item.object_type, id=item.object_id) if item.object_type else None,
             classification="internal",
+            institutional_context=institutional_context,
         )
     )
 
@@ -207,6 +223,7 @@ def audit_event(
     details: dict[str, Any] | None = None,
     correlation_id: str | None = None,
     causation_id: str | None = None,
+    institutional_context: GovernedContextEnvelope | None = None,
     commit: bool = False,
 ) -> AuditRecordRef:
     """Persist one audit event.
@@ -219,8 +236,17 @@ def audit_event(
     if scope not in {"tenant", "system"}:
         raise ValueError(f"Unsupported audit scope: {scope}")
 
+    if (
+        institutional_context is not None
+        and tenant_id is not None
+        and institutional_context.tenant_id != tenant_id
+    ):
+        raise ValueError("Audit institutional context belongs to another tenant")
+    raw_details = dict(details or {})
+    if institutional_context is not None:
+        raw_details["_institutional_context"] = institutional_context.to_dict()
     traced_details, trace = _trace_details(
-        _sanitize_details(details or {}),
+        _sanitize_details(raw_details),
         correlation_id=correlation_id,
         causation_id=causation_id,
     )
@@ -238,6 +264,7 @@ def audit_event(
         api_key_id=api_key_id,
         resource_type=object_type,
         resource_id=object_id,
+        institutional_context=institutional_context,
         details=stored_details,
     ))
     record_change(
@@ -252,7 +279,7 @@ def audit_event(
         actor_id=user_id or api_key_id,
         payload={"scope": scope, "action": action, "object_type": object_type, "object_id": object_id},
     )
-    _publish_audit_platform_event(item)
+    _publish_audit_platform_event(session, item)
     if commit:
         session.commit()
     return item
@@ -269,6 +296,7 @@ def audit_from_principal(
     details: dict[str, Any] | None = None,
     correlation_id: str | None = None,
     causation_id: str | None = None,
+    institutional_context: GovernedContextEnvelope | None = None,
     commit: bool = False,
 ) -> AuditRecordRef:
     return audit_event(
@@ -283,5 +311,6 @@ def audit_from_principal(
         details=details,
         correlation_id=correlation_id,
         causation_id=causation_id,
+        institutional_context=institutional_context,
         commit=commit,
     )

src/govoplan_core/auth/__init__.py

@@ -81,6 +81,10 @@ class ApiPrincipal:
     def acting_for_account_id(self) -> str | None:
         return self.principal.acting_for_account_id
 
+    @property
+    def acting_assignment_id(self) -> str | None:
+        return self.principal.acting_assignment_id
+
     @property
     def auth_method(self) -> str:
         return self.principal.auth_method
@@ -118,7 +122,7 @@ def _registry_from_request(request: Request) -> PlatformRegistry | None:
 def _api_principal_provider_from_request(request: Request) -> ApiPrincipalProvider:
     registry = _registry_from_request(request)
     if registry is None or not registry.has_capability(CAPABILITY_AUTH_API_PRINCIPAL_PROVIDER):
-        raise HTTPException(status_code=status.HTTP_500_INTERNAL_SERVER_ERROR, detail="Auth provider is not available")
+        raise HTTPException(status_code=status.HTTP_503_SERVICE_UNAVAILABLE, detail="Auth provider is not available")
     capability = registry.require_capability(CAPABILITY_AUTH_API_PRINCIPAL_PROVIDER)
     if not isinstance(capability, ApiPrincipalProvider):
         raise HTTPException(status_code=status.HTTP_500_INTERNAL_SERVER_ERROR, detail="Invalid auth provider capability")
@@ -131,6 +135,9 @@ def get_api_principal(
     authorization: str | None = Header(default=None),
     x_api_key: str | None = Header(default=None, alias="X-API-Key"),
 ) -> ApiPrincipal:
+    cached = getattr(request.state, "govoplan_api_principal", None)
+    if isinstance(cached, ApiPrincipal):
+        return cached
     principal = _api_principal_provider_from_request(request).resolve_api_principal(
         request,
         session,
@@ -139,6 +146,7 @@ def get_api_principal(
     )
     if not isinstance(principal, ApiPrincipal):
         raise HTTPException(status_code=status.HTTP_500_INTERNAL_SERVER_ERROR, detail="Invalid API principal")
+    request.state.govoplan_api_principal = principal
     return principal
 
 

src/govoplan_core/commands/fenced_run.py

@@ -0,0 +1,199 @@
+from __future__ import annotations
+
+import argparse
+from importlib.metadata import PackageNotFoundError, version
+import signal
+import subprocess
+import sys
+import threading
+import time
+from typing import Sequence
+
+from govoplan_core.core.runtime_coordination import (
+    LeaseClaim,
+    acquire_lease,
+    release_lease,
+    renew_lease,
+    runtime_identity,
+)
+from govoplan_core.db.session import configure_database, get_database
+from govoplan_core.settings import settings
+
+
+def build_parser() -> argparse.ArgumentParser:
+    parser = argparse.ArgumentParser(
+        description="Run one process while holding a database-fenced deployment lease."
+    )
+    parser.add_argument(
+        "--resource", required=True, help="Stable cluster-wide lease key."
+    )
+    parser.add_argument("--ttl-seconds", type=int, default=60)
+    parser.add_argument("--renew-seconds", type=int, default=15)
+    parser.add_argument("--wait-seconds", type=int, default=0)
+    parser.add_argument("command", nargs=argparse.REMAINDER)
+    return parser
+
+
+def main(argv: Sequence[str] | None = None) -> int:
+    args = build_parser().parse_args(argv)
+    command = list(args.command)
+    if command and command[0] == "--":
+        command.pop(0)
+    if not command:
+        raise SystemExit("fenced-run requires a command after --")
+    if args.ttl_seconds < 10:
+        raise SystemExit("--ttl-seconds must be at least 10")
+    if args.renew_seconds < 2 or args.renew_seconds * 2 >= args.ttl_seconds:
+        raise SystemExit("--renew-seconds must be less than half the lease TTL")
+    configure_database(settings.database_url)
+    identity = runtime_identity(
+        settings,
+        software_version=_core_version(),
+        role=str(settings.runtime_role or "deployment"),
+    )
+    claim = _wait_for_lease(
+        resource=args.resource,
+        identity=identity,
+        ttl_seconds=args.ttl_seconds,
+        wait_seconds=max(0, args.wait_seconds),
+    )
+    if claim is None:
+        print(
+            f"lease unavailable: {args.resource}",
+            file=sys.stderr,
+        )
+        return 75
+
+    process = subprocess.Popen(command)  # noqa: S603 - argv is an operator-owned container command
+    stop = threading.Event()
+    fence_lost = threading.Event()
+    renewer = threading.Thread(
+        target=_renew_loop,
+        kwargs={
+            "claim": claim,
+            "ttl_seconds": args.ttl_seconds,
+            "renew_seconds": args.renew_seconds,
+            "stop": stop,
+            "fence_lost": fence_lost,
+            "process": process,
+        },
+        daemon=True,
+        name=f"govoplan-fence:{args.resource}",
+    )
+    renewer.start()
+    previous_handlers = _forward_signals(process)
+    try:
+        return_code = process.wait()
+    finally:
+        stop.set()
+        renewer.join(timeout=args.renew_seconds + 2)
+        _restore_signals(previous_handlers)
+        _release(claim)
+    if fence_lost.is_set():
+        return 74
+    return int(return_code)
+
+
+def _wait_for_lease(
+    *,
+    resource: str,
+    identity,
+    ttl_seconds: int,
+    wait_seconds: int,
+) -> LeaseClaim | None:
+    deadline = time.monotonic() + wait_seconds
+    while True:
+        with get_database().SessionLocal() as session:
+            claim = acquire_lease(
+                session,
+                installation_id=identity.installation_id,
+                resource_key=resource,
+                holder_node_id=identity.node_id,
+                holder_incarnation=identity.incarnation,
+                ttl_seconds=ttl_seconds,
+                metadata={"role": identity.role},
+            )
+            session.commit()
+        if claim is not None or time.monotonic() >= deadline:
+            return claim
+        time.sleep(min(2, max(0.1, deadline - time.monotonic())))
+
+
+def _renew_loop(
+    *,
+    claim: LeaseClaim,
+    ttl_seconds: int,
+    renew_seconds: int,
+    stop: threading.Event,
+    fence_lost: threading.Event,
+    process: subprocess.Popen[bytes],
+) -> None:
+    active_claim = claim
+    while not stop.wait(renew_seconds):
+        try:
+            with get_database().SessionLocal() as session:
+                active_claim = renew_lease(
+                    session,
+                    active_claim,
+                    ttl_seconds=ttl_seconds,
+                )
+                session.commit()
+        except Exception:  # noqa: BLE001 - any renewal failure loses authority
+            fence_lost.set()
+            _terminate_process(process)
+            return
+
+
+def _terminate_process(
+    process: subprocess.Popen[bytes],
+    *,
+    timeout_seconds: float = 5.0,
+) -> None:
+    if process.poll() is not None:
+        return
+    process.terminate()
+    try:
+        process.wait(timeout=timeout_seconds)
+    except subprocess.TimeoutExpired:
+        process.kill()
+        process.wait(timeout=timeout_seconds)
+
+
+def _release(claim: LeaseClaim) -> None:
+    try:
+        with get_database().SessionLocal() as session:
+            release_lease(session, claim)
+            session.commit()
+    except Exception:  # noqa: BLE001 - authority is already lost; release is best effort
+        return
+
+
+def _forward_signals(
+    process: subprocess.Popen[bytes],
+) -> dict[int, signal.Handlers]:
+    previous: dict[int, signal.Handlers] = {}
+
+    def forward(signum, _frame) -> None:
+        if process.poll() is None:
+            process.send_signal(signum)
+
+    for signum in (signal.SIGTERM, signal.SIGINT):
+        previous[signum] = signal.getsignal(signum)
+        signal.signal(signum, forward)
+    return previous
+
+
+def _restore_signals(previous: dict[int, signal.Handlers]) -> None:
+    for signum, handler in previous.items():
+        signal.signal(signum, handler)
+
+
+def _core_version() -> str:
+    try:
+        return version("govoplan-core")
+    except PackageNotFoundError:
+        return "development"
+
+
+if __name__ == "__main__":
+    raise SystemExit(main())

src/govoplan_core/commands/first_admin.py

@@ -0,0 +1,233 @@
+from __future__ import annotations
+
+import argparse
+import json
+import os
+from pathlib import Path
+import stat
+from typing import Any
+
+from govoplan_core.core.access import (
+    CAPABILITY_ACCESS_FIRST_ADMIN_PROVISIONER,
+    FirstAdminProvisioner,
+)
+from govoplan_core.core.first_admin import (
+    FirstAdminEnrollmentError,
+    first_admin_enrollment_status,
+    issue_first_admin_credential,
+)
+from govoplan_core.core.module_management import (
+    load_startup_enabled_modules,
+    startup_candidate_module_ids,
+)
+from govoplan_core.core.modules import ModuleContext
+from govoplan_core.core.runtime import configure_runtime
+from govoplan_core.db.session import configure_database, get_database
+from govoplan_core.server.registry import (
+    available_module_manifests,
+    build_platform_registry,
+)
+from govoplan_core.settings import settings
+
+
+def main() -> None:
+    parser = argparse.ArgumentParser(
+        description="Manage the single-use production first-administrator credential",
+    )
+    parser.add_argument(
+        "command",
+        choices=("status", "issue", "recover"),
+        help="Inspect readiness, issue the initial credential, or rotate lost/expired material.",
+    )
+    parser.add_argument("--database-url", default=settings.database_url)
+    parser.add_argument("--installation-id", default=settings.installation_id)
+    parser.add_argument(
+        "--output",
+        type=Path,
+        default=Path(settings.first_admin_enrollment_file),
+        help="Root-readable/equivalent JSON credential artifact.",
+    )
+    parser.add_argument(
+        "--ttl-seconds",
+        type=int,
+        default=settings.first_admin_enrollment_ttl_seconds,
+    )
+    parser.add_argument(
+        "--reason",
+        default=None,
+        help="Audited local-operator reason for issue or recovery.",
+    )
+    args = parser.parse_args()
+
+    configure_database(args.database_url)
+    provisioner = _configure_first_admin_provisioner()
+    with get_database().SessionLocal() as session:
+        if args.command == "status":
+            enrollment = first_admin_enrollment_status(
+                session,
+                installation_id=args.installation_id,
+                provisioner=provisioner,
+            )
+            print(
+                json.dumps(
+                    {
+                        "installation_id": args.installation_id,
+                        "enrollment_required": enrollment.enrollment_required,
+                        "credential_active": enrollment.credential_active,
+                        "state": enrollment.state,
+                        "generation": enrollment.generation,
+                        "expires_at": (
+                            enrollment.expires_at.isoformat()
+                            if enrollment.expires_at is not None
+                            else None
+                        ),
+                        "readiness": enrollment.readiness,
+                    },
+                    indent=2,
+                    sort_keys=True,
+                )
+            )
+            return
+
+        reason = args.reason or (
+            "initial production administrator enrollment"
+            if args.command == "issue"
+            else "local operator recovery of first-administrator enrollment"
+        )
+        try:
+            credential = issue_first_admin_credential(
+                session,
+                installation_id=args.installation_id,
+                provisioner=provisioner,
+                ttl_seconds=args.ttl_seconds,
+                reason=reason,
+                replace_active=args.command == "recover",
+            )
+            payload = {
+                "schema_version": 1,
+                "installation_id": args.installation_id,
+                "endpoint": "/api/v1/bootstrap/first-admin",
+                "header": "X-GovOPlaN-Enrollment-Token",
+                "enrollment_token": credential.secret,
+                "fingerprint": credential.fingerprint,
+                "generation": credential.generation,
+                "expires_at": credential.expires_at.isoformat(),
+            }
+            previous = _secure_file_snapshot(args.output)
+            _write_private_json(args.output, payload)
+            try:
+                session.commit()
+            except Exception:
+                session.rollback()
+                _restore_secure_file(args.output, previous)
+                raise
+        except FirstAdminEnrollmentError as exc:
+            session.rollback()
+            parser.error(str(exc))
+
+    print(f"First-administrator credential written to {args.output}")
+    print(f"Fingerprint: {credential.fingerprint}")
+    print(f"Expires: {credential.expires_at.isoformat()}")
+    print("The secret was not printed. Read it from the restricted artifact on the host.")
+
+
+def _configure_first_admin_provisioner() -> FirstAdminProvisioner:
+    raw_enabled = load_startup_enabled_modules(settings.enabled_modules)
+    candidates = startup_candidate_module_ids(settings.enabled_modules, raw_enabled)
+    available = available_module_manifests(
+        enabled_modules=candidates,
+        ignore_load_errors=True,
+    )
+    enabled = load_startup_enabled_modules(
+        settings.enabled_modules,
+        available=available,
+    )
+    registry = build_platform_registry(enabled)
+    context = ModuleContext(registry=registry, settings=settings)
+    registry.configure_capability_context(context)
+    configure_runtime(context)
+    if not registry.has_capability(CAPABILITY_ACCESS_FIRST_ADMIN_PROVISIONER):
+        raise RuntimeError(
+            "Install and enable the Access module before issuing a first-administrator credential."
+        )
+    capability = registry.require_capability(CAPABILITY_ACCESS_FIRST_ADMIN_PROVISIONER)
+    if not isinstance(capability, FirstAdminProvisioner):
+        raise RuntimeError("The Access first-administrator capability is invalid.")
+    return capability
+
+
+def _secure_file_snapshot(path: Path) -> tuple[bytes, int] | None:
+    try:
+        metadata = path.lstat()
+    except FileNotFoundError:
+        return None
+    if not stat.S_ISREG(metadata.st_mode):
+        raise RuntimeError(f"Refusing to replace non-regular credential artifact: {path}")
+    if metadata.st_uid != os.geteuid():
+        raise RuntimeError(f"Credential artifact is not owned by the current operator: {path}")
+    if stat.S_IMODE(metadata.st_mode) & 0o077:
+        raise RuntimeError(f"Credential artifact permissions are too broad: {path}")
+    return path.read_bytes(), stat.S_IMODE(metadata.st_mode)
+
+
+def _write_private_json(path: Path, payload: dict[str, Any]) -> None:
+    path.parent.mkdir(mode=0o700, parents=True, exist_ok=True)
+    temporary = path.with_name(f".{path.name}.{os.getpid()}.tmp")
+    flags = os.O_WRONLY | os.O_CREAT | os.O_EXCL
+    if hasattr(os, "O_NOFOLLOW"):
+        flags |= os.O_NOFOLLOW
+    descriptor = os.open(temporary, flags, 0o600)
+    try:
+        with os.fdopen(descriptor, "w", encoding="utf-8") as stream:
+            json.dump(payload, stream, indent=2, sort_keys=True)
+            stream.write("\n")
+            stream.flush()
+            os.fsync(stream.fileno())
+        os.replace(temporary, path)
+        os.chmod(path, 0o600)
+        _fsync_directory(path.parent)
+    except Exception:
+        try:
+            temporary.unlink()
+        except FileNotFoundError:
+            pass
+        raise
+
+
+def _restore_secure_file(path: Path, snapshot: tuple[bytes, int] | None) -> None:
+    if snapshot is None:
+        try:
+            path.unlink()
+        except FileNotFoundError:
+            return
+        return
+    content, mode = snapshot
+    temporary = path.with_name(f".{path.name}.{os.getpid()}.restore")
+    descriptor = os.open(temporary, os.O_WRONLY | os.O_CREAT | os.O_EXCL, 0o600)
+    try:
+        with os.fdopen(descriptor, "wb") as stream:
+            stream.write(content)
+            stream.flush()
+            os.fsync(stream.fileno())
+        os.replace(temporary, path)
+        os.chmod(path, mode)
+        _fsync_directory(path.parent)
+    finally:
+        try:
+            temporary.unlink()
+        except FileNotFoundError:
+            pass
+
+
+def _fsync_directory(path: Path) -> None:
+    if not hasattr(os, "O_DIRECTORY"):
+        return
+    descriptor = os.open(path, os.O_RDONLY | os.O_DIRECTORY)
+    try:
+        os.fsync(descriptor)
+    finally:
+        os.close(descriptor)
+
+
+if __name__ == "__main__":
+    main()

src/govoplan_core/commands/init_db.py

@@ -12,6 +12,7 @@ from govoplan_core.db.migrations import (
     migrate_database,
     run_registered_module_migration_tasks,
 )
+from govoplan_core.db.migration_lock import deployment_migration_lock
 from govoplan_core.db.session import configure_database, get_database
 from govoplan_core.settings import settings
 
@@ -28,6 +29,12 @@ def main() -> None:
     parser.add_argument("--enabled-module", action="append", default=[], help="Target enabled module id used to discover module migrations; may be repeated.")
     parser.add_argument("--migration-module", action="append", default=[], help="Module id whose migration heads should be upgraded in this order before final heads.")
     parser.add_argument("--migration-task-record-output", type=Path, help="Write executed module migration task records to this JSON file.")
+    parser.add_argument(
+        "--migration-lock-timeout-seconds",
+        type=float,
+        default=900.0,
+        help="Maximum wait for the deployment-wide PostgreSQL advisory lock.",
+    )
     parser.add_argument("--with-dev-data", action="store_true", help="Create default tenant/user/roles and a development API key")
     parser.add_argument("--dev-api-key", default=settings.dev_bootstrap_api_key, help="Development API key secret to create")
     args = parser.parse_args()
@@ -37,6 +44,12 @@ def main() -> None:
     migration_order = tuple(args.migration_module) if args.migration_module else None
     task_records: list[dict[str, object]] = []
     try:
+        with deployment_migration_lock(
+            args.database_url,
+            installation_id=settings.installation_id,
+            migration_track=args.migration_track,
+            timeout_seconds=args.migration_lock_timeout_seconds,
+        ):
             _run_migration_tasks(
                 task_records,
                 database_url=args.database_url,

src/govoplan_core/commands/module_installer.py

@@ -1,6 +1,7 @@
 from __future__ import annotations
 
 import argparse
+from importlib.metadata import PackageNotFoundError, version
 import json
 from pathlib import Path
 import sys
@@ -33,6 +34,10 @@ from govoplan_core.core.module_installer_notifications import (
     installer_notification_priority,
     installer_notification_subject,
 )
+from govoplan_core.core.runtime_coordination import (
+    bind_process_runtime_identity,
+    runtime_identity,
+)
 from govoplan_core.core.module_license import issue_module_license, module_license_diagnostics
 from govoplan_core.core.module_package_catalog import sign_module_package_catalog, validate_module_package_catalog
 from govoplan_core.core.module_management import (
@@ -107,11 +112,27 @@ def _build_parser() -> argparse.ArgumentParser:
 def main() -> int:
     args = _build_parser().parse_args()
     runtime_dir = args.runtime_dir or default_installer_runtime_dir(args.database_url)
+    bind_process_runtime_identity(
+        runtime_identity(
+            settings,
+            software_version=_core_version(),
+            role="installer",
+        )
+    )
     try:
         return _dispatch_command(args=args, runtime_dir=runtime_dir)
     except ModuleInstallerError as exc:
         print(f"error: {exc}", file=sys.stderr)
         return 1
+    finally:
+        bind_process_runtime_identity(None)
+
+
+def _core_version() -> str:
+    try:
+        return version("govoplan-core")
+    except PackageNotFoundError:
+        return "development"
 
 
 def _dispatch_command(*, args: argparse.Namespace, runtime_dir: Path) -> int:

src/govoplan_core/commands/wait_for_database.py

@@ -0,0 +1,61 @@
+from __future__ import annotations
+
+import argparse
+import sys
+import time
+
+from govoplan_core.db.migrations import (
+    configured_migration_heads,
+    database_migration_heads,
+)
+from govoplan_core.settings import settings
+
+
+def build_parser() -> argparse.ArgumentParser:
+    parser = argparse.ArgumentParser(
+        description="Wait until the database is at this release's migration heads."
+    )
+    parser.add_argument("--database-url", default=settings.database_url)
+    parser.add_argument(
+        "--migration-track",
+        default=settings.migration_track,
+        choices=("release", "dev"),
+    )
+    parser.add_argument("--timeout-seconds", type=float, default=900.0)
+    parser.add_argument("--poll-seconds", type=float, default=2.0)
+    return parser
+
+
+def main(argv: list[str] | None = None) -> int:
+    args = build_parser().parse_args(argv)
+    if args.timeout_seconds < 0 or args.poll_seconds <= 0:
+        raise SystemExit("timeouts must be non-negative and polling must be positive")
+    expected = configured_migration_heads(
+        args.database_url,
+        migration_track=args.migration_track,
+    )
+    deadline = time.monotonic() + args.timeout_seconds
+    last_error = ""
+    while True:
+        try:
+            actual = database_migration_heads(args.database_url)
+            if actual == expected:
+                print("Database migration heads are ready: " + ",".join(actual))
+                return 0
+            last_error = (
+                f"database heads={','.join(actual) or '<none>'}; "
+                f"expected={','.join(expected) or '<none>'}"
+            )
+        except Exception as exc:  # noqa: BLE001 - connection may become ready later
+            last_error = f"{type(exc).__name__}: {exc}"
+        if time.monotonic() >= deadline:
+            print(
+                "Database did not reach configured migration heads: " + last_error,
+                file=sys.stderr,
+            )
+            return 75
+        time.sleep(min(args.poll_seconds, max(0.05, deadline - time.monotonic())))
+
+
+if __name__ == "__main__":
+    raise SystemExit(main())

src/govoplan_core/core/access.py

@@ -6,6 +6,7 @@ from datetime import datetime
 from typing import Literal, Protocol, cast, runtime_checkable
 
 from govoplan_core.core.modules import AccessDecision
+from govoplan_core.core.institutional import GovernedContextEnvelope
 
 
 ACCESS_MODULE_ID = "access"
@@ -20,6 +21,7 @@ CAPABILITY_ACCESS_RESOURCE_ACCESS = "access.resourceAccess"
 CAPABILITY_ACCESS_SEMANTIC_DIRECTORY = "access.semanticDirectory"
 CAPABILITY_ACCESS_EXPLANATION = "access.explanation"
 CAPABILITY_ACCESS_TENANT_PROVISIONER = "access.tenantProvisioner"
+CAPABILITY_ACCESS_FIRST_ADMIN_PROVISIONER = "access.firstAdminProvisioner"
 CAPABILITY_ACCESS_ADMINISTRATION = "access.administration"
 CAPABILITY_ACCESS_GOVERNANCE_MATERIALIZER = "access.governanceMaterializer"
 CAPABILITY_TENANCY_TENANT_RESOLVER = "tenancy.tenantResolver"
@@ -28,6 +30,9 @@ CAPABILITY_AUDIT_RECORDER = "audit.recorder"
 CAPABILITY_AUDIT_RETENTION = "audit.retention"
 
 CAPABILITY_AUTH_API_PRINCIPAL_PROVIDER = "auth.apiPrincipalProvider"
+CAPABILITY_AUTH_AUTOMATION_PRINCIPAL_PROVIDER = (
+    "auth.automationPrincipalProvider"
+)
 CAPABILITY_AUTH_PRINCIPAL_RESOLVER = "auth.principalResolver"
 CAPABILITY_AUTH_PERMISSION_EVALUATOR = "auth.permissionEvaluator"
 CAPABILITY_AUTH_TENANT_CONTEXT_SWITCHER = "auth.tenantContextSwitcher"
@@ -41,6 +46,7 @@ ACCESS_CAPABILITY_NAMES = frozenset(
         CAPABILITY_ACCESS_SEMANTIC_DIRECTORY,
         CAPABILITY_ACCESS_EXPLANATION,
         CAPABILITY_ACCESS_TENANT_PROVISIONER,
+        CAPABILITY_ACCESS_FIRST_ADMIN_PROVISIONER,
         CAPABILITY_ACCESS_ADMINISTRATION,
         CAPABILITY_ACCESS_GOVERNANCE_MATERIALIZER,
         CAPABILITY_TENANCY_TENANT_RESOLVER,
@@ -48,6 +54,7 @@ ACCESS_CAPABILITY_NAMES = frozenset(
         CAPABILITY_AUDIT_RECORDER,
         CAPABILITY_AUDIT_RETENTION,
         CAPABILITY_AUTH_API_PRINCIPAL_PROVIDER,
+        CAPABILITY_AUTH_AUTOMATION_PRINCIPAL_PROVIDER,
         CAPABILITY_AUTH_PRINCIPAL_RESOLVER,
         CAPABILITY_AUTH_PERMISSION_EVALUATOR,
         CAPABILITY_AUTH_TENANT_CONTEXT_SWITCHER,
@@ -57,12 +64,19 @@ ACCESS_CAPABILITY_NAMES = frozenset(
 AUTH_CAPABILITY_NAMES = frozenset(
     {
         CAPABILITY_AUTH_API_PRINCIPAL_PROVIDER,
+        CAPABILITY_AUTH_AUTOMATION_PRINCIPAL_PROVIDER,
         CAPABILITY_AUTH_PRINCIPAL_RESOLVER,
         CAPABILITY_AUTH_PERMISSION_EVALUATOR,
         CAPABILITY_AUTH_TENANT_CONTEXT_SWITCHER,
     }
 )
 
+DEFAULT_CAPABILITY_PROVIDERS: Mapping[str, str] = {
+    CAPABILITY_AUTH_PRINCIPAL_RESOLVER: ACCESS_MODULE_ID,
+    CAPABILITY_AUTH_PERMISSION_EVALUATOR: ACCESS_MODULE_ID,
+    CAPABILITY_AUTH_TENANT_CONTEXT_SWITCHER: ACCESS_MODULE_ID,
+}
+
 AuthMethod = Literal["session", "api_key", "service_account"]
 AccessSubjectKind = Literal[
     "identity",
@@ -114,6 +128,7 @@ class PrincipalRef:
     api_key_id: str | None = None
     session_id: str | None = None
     service_account_id: str | None = None
+    acting_assignment_id: str | None = None
     acting_for_account_id: str | None = None
     email: str | None = None
     display_name: str | None = None
@@ -133,6 +148,7 @@ class PrincipalRef:
             "api_key_id": self.api_key_id,
             "session_id": self.session_id,
             "service_account_id": self.service_account_id,
+            "acting_assignment_id": self.acting_assignment_id,
             "acting_for_account_id": self.acting_for_account_id,
             "email": self.email,
             "display_name": self.display_name,
@@ -154,6 +170,7 @@ class PrincipalRef:
             api_key_id=_optional_str(value.get("api_key_id")),
             session_id=_optional_str(value.get("session_id")),
             service_account_id=_optional_str(value.get("service_account_id")),
+            acting_assignment_id=_optional_str(value.get("acting_assignment_id")),
             acting_for_account_id=_optional_str(value.get("acting_for_account_id")),
             email=_optional_str(value.get("email")),
             display_name=_optional_str(value.get("display_name")),
@@ -327,6 +344,19 @@ class DevelopmentBootstrapRef:
     created_api_key: CreatedApiKeyRef | None = None
 
 
+@dataclass(frozen=True, slots=True)
+class FirstSystemAdministratorRef:
+    account_id: str
+    email: str
+    display_name: str | None = None
+    membership_id: str | None = None
+    tenant_id: str | None = None
+
+
+class FirstAdminProvisioningError(RuntimeError):
+    """Safe, user-facing rejection from the Access enrollment boundary."""
+
+
 @dataclass(frozen=True, slots=True)
 class TenantContextSwitchRef:
     account_id: str
@@ -363,6 +393,7 @@ class AuditEvent:
     occurred_at: datetime | None = None
     correlation_id: str | None = None
     causation_id: str | None = None
+    institutional_context: GovernedContextEnvelope | None = None
     details: Mapping[str, object] = field(default_factory=dict)
 
 
@@ -563,6 +594,25 @@ class TenantAccessProvisioner(Protocol):
         ...
 
 
+@runtime_checkable
+class FirstAdminProvisioner(Protocol):
+    """Narrow Access boundary used only by the production bootstrap flow."""
+
+    def has_durable_system_administrator(self, session: object) -> bool:
+        ...
+
+    def create_first_system_administrator(
+        self,
+        session: object,
+        *,
+        tenant: object,
+        email: str,
+        display_name: str | None,
+        password: str,
+    ) -> FirstSystemAdministratorRef:
+        ...
+
+
 @runtime_checkable
 class AccessAdministration(Protocol):
     def tenant_counts(self, session: object, tenant_id: str) -> Mapping[str, int]:

src/govoplan_core/core/approvals.py

@@ -0,0 +1,207 @@
+from __future__ import annotations
+
+from collections.abc import Mapping
+from dataclasses import dataclass, field
+from datetime import datetime
+from typing import Protocol, runtime_checkable
+
+
+CAPABILITY_APPROVAL_REQUESTS = "approvals.requests"
+
+
+class ApprovalCapabilityError(ValueError):
+    """Stable error raised by Approval capability implementations."""
+
+
+@dataclass(frozen=True, slots=True)
+class ApprovalActorSelector:
+    kind: str
+    value: str
+    label: str | None = None
+
+
+@dataclass(frozen=True, slots=True)
+class ApprovalStepDefinition:
+    key: str
+    label: str
+    selectors: tuple[ApprovalActorSelector, ...]
+    required_approvals: int = 1
+    rejection_policy: str = "fail_fast"
+    due_at: datetime | None = None
+    signature_required: bool = False
+    forbidden_evidence_roles: tuple[str, ...] = ()
+    metadata: Mapping[str, object] = field(default_factory=dict)
+
+
+@dataclass(frozen=True, slots=True)
+class ApprovalRequestCreateCommand:
+    title: str
+    subject_module: str
+    subject_type: str
+    subject_id: str
+    subject_version: str | None
+    subject_digest: str
+    steps: tuple[ApprovalStepDefinition, ...]
+    description: str | None = None
+    separation_of_duties: bool = True
+    unique_actors_across_steps: bool = False
+    expires_at: datetime | None = None
+    policy_refs: tuple[str, ...] = ()
+    evidence_actors: Mapping[str, tuple[str, ...]] = field(default_factory=dict)
+    template_id: str | None = None
+    template_revision: int | None = None
+    metadata: Mapping[str, object] = field(default_factory=dict)
+
+
+@dataclass(frozen=True, slots=True)
+class ApprovalTemplateCreateCommand:
+    key: str
+    title: str
+    steps: tuple[ApprovalStepDefinition, ...]
+    description: str | None = None
+    separation_of_duties: bool = True
+    unique_actors_across_steps: bool = False
+    metadata: Mapping[str, object] = field(default_factory=dict)
+
+
+@dataclass(frozen=True, slots=True)
+class ApprovalTemplateRef:
+    id: str
+    key: str
+    revision: int
+    state: str
+    content_sha256: str
+
+
+@dataclass(frozen=True, slots=True)
+class ApprovalDecisionCommand:
+    outcome: str
+    reason: str
+    expected_revision: int
+    idempotency_key: str
+    delegated_for_account_id: str | None = None
+    signature_ref: Mapping[str, object] | None = None
+
+
+@dataclass(frozen=True, slots=True)
+class ApprovalRequestRef:
+    id: str
+    revision: int
+    state: str
+    current_step_key: str | None = None
+
+
+@dataclass(frozen=True, slots=True)
+class ApprovalDecisionReceipt:
+    request_id: str
+    revision: int
+    state: str
+    step_key: str
+    outcome: str
+    actor_id: str
+    recorded_at: datetime
+    receipt_sha256: str
+    authority_provenance: Mapping[str, object] = field(default_factory=dict)
+    replayed: bool = False
+
+
+@dataclass(frozen=True, slots=True)
+class ApprovalCheck:
+    request_id: str
+    revision: int
+    state: str
+    approved: bool
+    subject_module: str
+    subject_type: str
+    subject_id: str
+    subject_version: str | None
+    subject_digest: str
+    completed_at: datetime | None = None
+
+
+@runtime_checkable
+class ApprovalRequestProvider(Protocol):
+    def create_template(
+        self,
+        session: object,
+        principal: object,
+        *,
+        command: ApprovalTemplateCreateCommand,
+        idempotency_key: str,
+    ) -> ApprovalTemplateRef: ...
+
+    def revise_template(
+        self,
+        session: object,
+        principal: object,
+        *,
+        template_id: str,
+        command: ApprovalTemplateCreateCommand,
+        expected_revision: int,
+        idempotency_key: str,
+    ) -> ApprovalTemplateRef: ...
+
+    def publish_template(
+        self,
+        session: object,
+        principal: object,
+        *,
+        template_id: str,
+        expected_revision: int,
+        idempotency_key: str,
+    ) -> ApprovalTemplateRef: ...
+
+    def create_request(
+        self,
+        session: object,
+        principal: object,
+        *,
+        command: ApprovalRequestCreateCommand,
+        idempotency_key: str,
+    ) -> ApprovalRequestRef: ...
+
+    def get_request(
+        self,
+        session: object,
+        principal: object,
+        *,
+        request_id: str,
+    ) -> Mapping[str, object] | None: ...
+
+    def decide(
+        self,
+        session: object,
+        principal: object,
+        *,
+        request_id: str,
+        command: ApprovalDecisionCommand,
+    ) -> ApprovalDecisionReceipt: ...
+
+    def check_approved(
+        self,
+        session: object,
+        principal: object,
+        *,
+        request_id: str,
+        subject_module: str,
+        subject_type: str,
+        subject_id: str,
+        subject_version: str | None,
+        subject_digest: str,
+    ) -> ApprovalCheck: ...
+
+
+__all__ = [
+    "ApprovalActorSelector",
+    "ApprovalCapabilityError",
+    "ApprovalCheck",
+    "ApprovalDecisionCommand",
+    "ApprovalDecisionReceipt",
+    "ApprovalRequestCreateCommand",
+    "ApprovalRequestProvider",
+    "ApprovalRequestRef",
+    "ApprovalStepDefinition",
+    "ApprovalTemplateCreateCommand",
+    "ApprovalTemplateRef",
+    "CAPABILITY_APPROVAL_REQUESTS",
+]

src/govoplan_core/core/automation.py

@@ -0,0 +1,419 @@
+from __future__ import annotations
+
+from collections.abc import Mapping
+from dataclasses import dataclass, field
+from datetime import datetime
+from typing import Literal, Protocol, runtime_checkable
+
+from govoplan_core.core.access import (
+    CAPABILITY_AUTH_AUTOMATION_PRINCIPAL_PROVIDER,
+)
+from govoplan_core.core.institutional import GovernedContextEnvelope
+
+AutomationInvocationKind = Literal[
+    "manual",
+    "api",
+    "schedule",
+    "event",
+    "workflow",
+    "dependency",
+    "retry",
+    "backfill",
+]
+AutomationSubjectKind = Literal["delegated_user", "service_account"]
+AUTOMATION_PRINCIPAL_CONTRACT_VERSION = "1"
+ACTION_EFFECT_CONTRACT_VERSION = "1"
+
+ActionRiskLevel = Literal["low", "moderate", "high", "critical"]
+ActionReversibility = Literal[
+    "reversible",
+    "compensatable",
+    "corrective_only",
+    "irreversible",
+]
+ActionRecoveryMode = Literal[
+    "atomic",
+    "compensation",
+    "snapshot_restore",
+    "forward_recovery",
+    "irreversible",
+]
+ActionExecutionState = Literal[
+    "pending",
+    "running",
+    "completed",
+    "blocked",
+    "retryable",
+    "quarantined",
+    "manual_required",
+    "compensation_required",
+]
+EffectOperation = Literal[
+    "created",
+    "changed",
+    "deleted",
+    "sent",
+    "notified",
+    "locked",
+    "retained",
+    "external",
+]
+
+
+@dataclass(frozen=True, slots=True)
+class EffectDefinition:
+    effect_key: str
+    owner_module: str
+    operation: EffectOperation
+    description: str
+    resource_types: tuple[str, ...] = ()
+    visibility_classification: str = "internal"
+    audit_event_types: tuple[str, ...] = ()
+    compensation_hint: str | None = None
+    contract_version: str = ACTION_EFFECT_CONTRACT_VERSION
+
+    def __post_init__(self) -> None:
+        _validate_contract_version(self.contract_version)
+        _require_text(self.effect_key, "Effect key")
+        _require_text(self.owner_module, "Effect owner module")
+        _require_text(self.description, "Effect description")
+
+
+@dataclass(frozen=True, slots=True)
+class ActionDefinition:
+    action_key: str
+    owner_module: str
+    description: str
+    input_schema_ref: str
+    required_scopes: tuple[str, ...] = ()
+    required_capabilities: tuple[str, ...] = ()
+    policy_checks: tuple[str, ...] = ()
+    risk_level: ActionRiskLevel = "moderate"
+    reversibility: ActionReversibility = "corrective_only"
+    expected_effect_keys: tuple[str, ...] = ()
+    idempotency_strategy: str = "caller_supplied"
+    audit_event_types: tuple[str, ...] = ()
+    preview_required: bool = True
+    recovery_mode: ActionRecoveryMode = "forward_recovery"
+    recovery_verification: tuple[str, ...] = (
+        "verify the provider result and every announced effect before continuation",
+    )
+    contract_version: str = ACTION_EFFECT_CONTRACT_VERSION
+
+    def __post_init__(self) -> None:
+        _validate_contract_version(self.contract_version)
+        _require_text(self.action_key, "Action key")
+        _require_text(self.owner_module, "Action owner module")
+        _require_text(self.description, "Action description")
+        _require_text(self.input_schema_ref, "Action input schema reference")
+        _require_text(self.idempotency_strategy, "Action idempotency strategy")
+        if self.recovery_mode not in {
+            "atomic",
+            "compensation",
+            "snapshot_restore",
+            "forward_recovery",
+            "irreversible",
+        }:
+            raise ValueError("Action recovery mode is not supported")
+        if any(not value.strip() for value in self.required_scopes):
+            raise ValueError("Action scopes must not be empty")
+        if any(not value.strip() for value in self.required_capabilities):
+            raise ValueError("Action capabilities must not be empty")
+        if any(not value.strip() for value in self.expected_effect_keys):
+            raise ValueError("Expected effect keys must not be empty")
+        if not self.recovery_verification or any(
+            not value.strip() for value in self.recovery_verification
+        ):
+            raise ValueError("Actions must declare recovery verification steps")
+
+
+@dataclass(frozen=True, slots=True)
+class ActionExecutionRequest:
+    tenant_id: str
+    action_key: str
+    input: Mapping[str, object]
+    idempotency_key: str
+    invocation: AutomationInvocation
+    institutional_context: GovernedContextEnvelope | None = None
+    actor_ref: str | None = None
+    preview_ref: str | None = None
+    metadata: Mapping[str, object] = field(default_factory=dict)
+    contract_version: str = ACTION_EFFECT_CONTRACT_VERSION
+
+    def __post_init__(self) -> None:
+        _validate_contract_version(self.contract_version)
+        _require_text(self.tenant_id, "Action tenant id")
+        _require_text(self.action_key, "Action key")
+        _require_text(self.idempotency_key, "Action idempotency key")
+
+
+@dataclass(frozen=True, slots=True)
+class EffectPreview:
+    effect_key: str
+    summary: str
+    resource_refs: tuple[str, ...] = ()
+    external_system_refs: tuple[str, ...] = ()
+
+
+@dataclass(frozen=True, slots=True)
+class ActionPreview:
+    action_key: str
+    allowed: bool
+    summary: str
+    risk_level: ActionRiskLevel
+    reversibility: ActionReversibility
+    effects: tuple[EffectPreview, ...] = ()
+    blockers: tuple[str, ...] = ()
+    policy_provenance: tuple[Mapping[str, object], ...] = ()
+    preview_ref: str | None = None
+
+
+@dataclass(frozen=True, slots=True)
+class ObservedEffect:
+    effect_key: str
+    operation: EffectOperation
+    resource_ref: str | None = None
+    external_system_ref: str | None = None
+    audit_event_ref: str | None = None
+    summary: str | None = None
+    metadata: Mapping[str, object] = field(default_factory=dict)
+
+
+@dataclass(frozen=True, slots=True)
+class ActionExecutionResult:
+    state: ActionExecutionState
+    output: Mapping[str, object] = field(default_factory=dict)
+    observed_effects: tuple[ObservedEffect, ...] = ()
+    error: str | None = None
+    retry_after: datetime | None = None
+    manual_instructions: str | None = None
+    compensation_action_key: str | None = None
+    audit_event_refs: tuple[str, ...] = ()
+
+
+@runtime_checkable
+class ActionEffectProvider(Protocol):
+    def action_definitions(self) -> tuple[ActionDefinition, ...]: ...
+
+    def effect_definitions(self) -> tuple[EffectDefinition, ...]: ...
+
+    def preview_action(
+        self,
+        session: object,
+        principal: object,
+        *,
+        request: ActionExecutionRequest,
+    ) -> ActionPreview: ...
+
+    def execute_action(
+        self,
+        session: object,
+        principal: object,
+        *,
+        request: ActionExecutionRequest,
+    ) -> ActionExecutionResult: ...
+
+
+@dataclass(frozen=True, slots=True)
+class AutomationInvocation:
+    kind: AutomationInvocationKind = "manual"
+    trigger_ref: str | None = None
+    delivery_ref: str | None = None
+    event_id: str | None = None
+    event_type: str | None = None
+    correlation_id: str | None = None
+    causation_id: str | None = None
+    scheduled_for: datetime | None = None
+    requested_by: str | None = None
+    metadata: Mapping[str, object] = field(default_factory=dict)
+
+
+@dataclass(frozen=True, slots=True)
+class AutomationPrincipalRequest:
+    tenant_id: str
+    authorization_ref: str
+    grant_scopes: tuple[str, ...]
+    account_id: str | None = None
+    membership_id: str | None = None
+    service_account_id: str | None = None
+    subject_kind: AutomationSubjectKind = "delegated_user"
+    context: Mapping[str, object] = field(default_factory=dict)
+    contract_version: str = AUTOMATION_PRINCIPAL_CONTRACT_VERSION
+
+    def __post_init__(self) -> None:
+        if (
+            self.contract_version
+            != AUTOMATION_PRINCIPAL_CONTRACT_VERSION
+        ):
+            raise ValueError(
+                "Unsupported automation-principal contract version"
+            )
+        if not self.tenant_id.strip():
+            raise ValueError("Automation tenant id is required")
+        if not self.authorization_ref.strip():
+            raise ValueError(
+                "Automation authorization artifact reference is required"
+            )
+        if self.subject_kind == "delegated_user":
+            if (
+                not self.account_id
+                or not self.membership_id
+                or self.service_account_id is not None
+            ):
+                raise ValueError(
+                    "Delegated-user automation requires account and "
+                    "membership references only"
+                )
+        elif (
+            not self.service_account_id
+            or self.account_id is not None
+            or self.membership_id is not None
+        ):
+            raise ValueError(
+                "Service-account automation requires only a service-account "
+                "reference"
+            )
+        if any(
+            not scope.strip()
+            for scope in self.grant_scopes
+        ):
+            raise ValueError("Automation grant scopes must not be empty")
+
+    @classmethod
+    def delegated_user(
+        cls,
+        *,
+        tenant_id: str,
+        account_id: str,
+        membership_id: str,
+        authorization_ref: str,
+        grant_scopes: tuple[str, ...],
+        context: Mapping[str, object] | None = None,
+    ) -> AutomationPrincipalRequest:
+        return cls(
+            tenant_id=tenant_id,
+            account_id=account_id,
+            membership_id=membership_id,
+            authorization_ref=authorization_ref,
+            grant_scopes=grant_scopes,
+            context=context or {},
+        )
+
+    @classmethod
+    def service_account(
+        cls,
+        *,
+        tenant_id: str,
+        service_account_id: str,
+        authorization_ref: str,
+        grant_scopes: tuple[str, ...],
+        context: Mapping[str, object] | None = None,
+    ) -> AutomationPrincipalRequest:
+        return cls(
+            tenant_id=tenant_id,
+            service_account_id=service_account_id,
+            subject_kind="service_account",
+            authorization_ref=authorization_ref,
+            grant_scopes=grant_scopes,
+            context=context or {},
+        )
+
+
+@dataclass(frozen=True, slots=True)
+class AutomationPrincipalResolution:
+    allowed: bool
+    principal: object | None = None
+    reason: str | None = None
+    granted_scopes: tuple[str, ...] = ()
+    missing_scopes: tuple[str, ...] = ()
+    provenance: Mapping[str, object] = field(default_factory=dict)
+
+
+@runtime_checkable
+class AutomationPrincipalProvider(Protocol):
+    def resolve_automation_principal(
+        self,
+        session: object,
+        *,
+        request: AutomationPrincipalRequest,
+    ) -> AutomationPrincipalResolution:
+        ...
+
+
+def automation_principal_provider(
+    registry: object | None,
+) -> AutomationPrincipalProvider | None:
+    if (
+        registry is None
+        or not hasattr(registry, "has_capability")
+        or not registry.has_capability(
+            CAPABILITY_AUTH_AUTOMATION_PRINCIPAL_PROVIDER
+        )
+    ):
+        return None
+    capability = registry.capability(
+        CAPABILITY_AUTH_AUTOMATION_PRINCIPAL_PROVIDER
+    )
+    return (
+        capability
+        if isinstance(capability, AutomationPrincipalProvider)
+        else None
+    )
+
+
+def action_effect_provider(
+    registry: object | None,
+    capability_name: str,
+) -> ActionEffectProvider | None:
+    name = capability_name.strip()
+    if (
+        not name
+        or registry is None
+        or not hasattr(registry, "has_capability")
+        or not registry.has_capability(name)
+    ):
+        return None
+    capability = registry.capability(name)
+    return (
+        capability
+        if isinstance(capability, ActionEffectProvider)
+        else None
+    )
+
+
+def _validate_contract_version(value: str) -> None:
+    if value != ACTION_EFFECT_CONTRACT_VERSION:
+        raise ValueError("Unsupported action/effect contract version")
+
+
+def _require_text(value: str, label: str) -> None:
+    if not value.strip():
+        raise ValueError(f"{label} is required")
+
+
+__all__ = [
+    "ACTION_EFFECT_CONTRACT_VERSION",
+    "CAPABILITY_AUTH_AUTOMATION_PRINCIPAL_PROVIDER",
+    "AUTOMATION_PRINCIPAL_CONTRACT_VERSION",
+    "ActionDefinition",
+    "ActionEffectProvider",
+    "ActionExecutionRequest",
+    "ActionExecutionResult",
+    "ActionExecutionState",
+    "AutomationInvocation",
+    "AutomationInvocationKind",
+    "AutomationPrincipalProvider",
+    "AutomationPrincipalRequest",
+    "AutomationPrincipalResolution",
+    "AutomationSubjectKind",
+    "ActionPreview",
+    "ActionRecoveryMode",
+    "ActionReversibility",
+    "ActionRiskLevel",
+    "EffectDefinition",
+    "EffectOperation",
+    "EffectPreview",
+    "ObservedEffect",
+    "action_effect_provider",
+    "automation_principal_provider",
+]

src/govoplan_core/core/calendar.py

@@ -8,6 +8,8 @@ from typing import Protocol, runtime_checkable
 
 CAPABILITY_CALENDAR_SCHEDULING = "calendar.scheduling"
 CAPABILITY_CALENDAR_OUTBOX = "calendar.outbox"
+CAPABILITY_CALENDAR_INVITATIONS = "calendar.invitations"
+CAPABILITY_CALENDAR_EXTERNAL_PROFILES = "calendar.externalProfiles"
 CALENDAR_AVAILABILITY_READ_SCOPE = "calendar:availability:read"
 CALENDAR_EVENT_WRITE_SCOPE = "calendar:event:write"
 
@@ -43,6 +45,94 @@ class CalendarEventRef:
     outbox_operation_id: str | None = None
 
 
+@dataclass(frozen=True, slots=True)
+class CalendarInvitationAttendeeRequest:
+    address: str
+    name: str | None = None
+    role: str = "REQ-PARTICIPANT"
+    participation_status: str = "NEEDS-ACTION"
+    rsvp: bool = True
+
+
+@dataclass(frozen=True, slots=True)
+class CalendarInvitationRequest:
+    correlation_id: str
+    source_module: str
+    source_resource_type: str
+    source_resource_id: str | None
+    summary: str
+    start_at: datetime
+    attendees: tuple[CalendarInvitationAttendeeRequest, ...]
+    calendar_id: str | None = None
+    description: str | None = None
+    location: str | None = None
+    end_at: datetime | None = None
+    timezone: str | None = None
+    organizer: Mapping[str, object] | None = None
+    classification: str = "PUBLIC"
+    categories: tuple[str, ...] = ()
+    metadata: Mapping[str, object] = field(default_factory=dict)
+
+
+@dataclass(frozen=True, slots=True)
+class CalendarInvitationRef:
+    event_id: str
+    calendar_id: str
+    uid: str
+    correlation_id: str
+    source_module: str
+    source_resource_type: str
+    source_resource_id: str | None
+    attendees: tuple[Mapping[str, object], ...] = ()
+    external_state: str = "local"
+    outbox_operation_id: str | None = None
+    reply_ingress: str = "capability"
+    recurrence_supported: bool = False
+    degraded_reasons: tuple[str, ...] = ()
+
+
+@dataclass(frozen=True, slots=True)
+class CalendarInvitationCalendarRef:
+    id: str
+    name: str
+    color: str | None = None
+    timezone: str = "UTC"
+    source_kind: str = "local"
+    writable: bool = True
+
+
+@dataclass(frozen=True, slots=True)
+class CalendarExternalProfileRequest:
+    """Connector-neutral request for a Calendar-owned external profile."""
+
+    profile_kind: str
+    calendar_id: str
+    endpoint_url: str
+    display_name: str | None = None
+    auth_type: str = "none"
+    username: str | None = None
+    credential_ref: str | None = None
+    sync_enabled: bool = True
+    sync_interval_seconds: int = 900
+    sync_direction: str = "two_way"
+    conflict_policy: str = "etag"
+    connector_profile_ref: str | None = None
+    identity_mapping_ref: str | None = None
+    resource_calendar_ref: str | None = None
+    metadata: Mapping[str, object] = field(default_factory=dict)
+
+
+@dataclass(frozen=True, slots=True)
+class CalendarExternalProfileRef:
+    source_id: str
+    calendar_id: str
+    profile_kind: str
+    transport_kind: str
+    connector_profile_ref: str | None = None
+    identity_mapping_ref: str | None = None
+    resource_calendar_ref: str | None = None
+
+
 @runtime_checkable
 class CalendarSchedulingProvider(Protocol):
     def list_freebusy(
@@ -80,6 +170,108 @@ class CalendarOutboxProvider(Protocol):
     ) -> Mapping[str, object]:
         ...
 
+
+@runtime_checkable
+class CalendarInvitationProvider(Protocol):
+    """Correlation-aware invitation boundary for Campaign and Mail adapters."""
+
+    def list_calendars(
+        self,
+        session: object,
+        *,
+        tenant_id: str,
+        user_id: str | None = None,
+        group_ids: Sequence[str] = (),
+        can_admin: bool = False,
+    ) -> Sequence[CalendarInvitationCalendarRef]:
+        ...
+
+    def render_invitation(self, request: CalendarInvitationRequest) -> str:
+        ...
+
+    def upsert_invitation(
+        self,
+        session: object,
+        *,
+        tenant_id: str,
+        user_id: str | None,
+        request: CalendarInvitationRequest,
+    ) -> CalendarInvitationRef:
+        ...
+
+    def get_invitation(
+        self,
+        session: object,
+        *,
+        tenant_id: str,
+        correlation_id: str,
+    ) -> CalendarInvitationRef | None:
+        ...
+
+    def get_invitations(
+        self,
+        session: object,
+        *,
+        tenant_id: str,
+        correlation_ids: Sequence[str],
+    ) -> Mapping[str, CalendarInvitationRef]:
+        ...
+
+    def summarize_invitations(
+        self,
+        session: object,
+        *,
+        tenant_id: str,
+        source_module: str,
+        source_resource_type: str,
+        source_resource_id: str | None,
+    ) -> Mapping[str, object]:
+        ...
+
+    def record_response(
+        self,
+        session: object,
+        *,
+        tenant_id: str,
+        attendee_address: str,
+        participation_status: str,
+        correlation_id: str | None = None,
+        uid: str | None = None,
+        responded_at: datetime | None = None,
+        evidence: Mapping[str, object] | None = None,
+    ) -> CalendarInvitationRef:
+        ...
+
+    def record_icalendar_reply(
+        self,
+        session: object,
+        *,
+        tenant_id: str,
+        icalendar: str,
+        received_at: datetime | None = None,
+        evidence: Mapping[str, object] | None = None,
+    ) -> Sequence[CalendarInvitationRef]:
+        ...
+
+
+@runtime_checkable
+class CalendarExternalProfileProvider(Protocol):
+    """Optional connector route for Calendar-owned groupware adapters."""
+
+    def supported_profiles(self) -> Sequence[Mapping[str, object]]:
+        ...
+
+    def configure_profile(
+        self,
+        session: object,
+        *,
+        tenant_id: str,
+        user_id: str | None,
+        request: CalendarExternalProfileRequest,
+    ) -> CalendarExternalProfileRef:
+        ...
+
+
 def calendar_scheduling_provider(registry: object | None) -> CalendarSchedulingProvider | None:
     if registry is None or not hasattr(registry, "has_capability"):
         return None
@@ -96,3 +288,29 @@ def calendar_outbox_provider(registry: object | None) -> CalendarOutboxProvider
         return None
     capability = registry.capability(CAPABILITY_CALENDAR_OUTBOX)
     return capability if isinstance(capability, CalendarOutboxProvider) else None
+
+
+def calendar_invitation_provider(
+    registry: object | None,
+) -> CalendarInvitationProvider | None:
+    if registry is None or not hasattr(registry, "has_capability"):
+        return None
+    if not registry.has_capability(CAPABILITY_CALENDAR_INVITATIONS):
+        return None
+    capability = registry.capability(CAPABILITY_CALENDAR_INVITATIONS)
+    return capability if isinstance(capability, CalendarInvitationProvider) else None
+
+
+def calendar_external_profile_provider(
+    registry: object | None,
+) -> CalendarExternalProfileProvider | None:
+    if registry is None or not hasattr(registry, "has_capability"):
+        return None
+    if not registry.has_capability(CAPABILITY_CALENDAR_EXTERNAL_PROFILES):
+        return None
+    capability = registry.capability(CAPABILITY_CALENDAR_EXTERNAL_PROFILES)
+    return (
+        capability
+        if isinstance(capability, CalendarExternalProfileProvider)
+        else None
+    )

src/govoplan_core/core/campaigns.py

@@ -95,6 +95,9 @@ class CampaignPolicyContextProvider(Protocol):
 
 @runtime_checkable
 class CampaignDeliveryTaskProvider(Protocol):
+    def tenant_id_for_job(self, session: object, *, job_id: str) -> str | None:
+        ...
+
     def send_campaign_job(self, session: object, *, job_id: str, enqueue_imap_task: bool = True) -> Mapping[str, object]:
         ...
 

src/govoplan_core/core/change_sequence.py

@@ -6,7 +6,7 @@ from typing import Any, Iterable, Sequence
 from sqlalchemy import BigInteger, DateTime, Index, Integer, JSON, String, UniqueConstraint, func
 from sqlalchemy.orm import Mapped, Session, mapped_column
 
-from govoplan_core.core.events import EventActorRef, EventObjectRef, EventTenantRef, PlatformEvent, publish_platform_event
+from govoplan_core.core.events import EventActorRef, EventObjectRef, EventTenantRef, PlatformEvent, emit_platform_event
 from govoplan_core.db.base import Base, utcnow
 
 WATERMARK_PREFIX = "seq:"
@@ -96,13 +96,14 @@ def record_change(
         payload=payload or {},
     )
     session.add(entry)
-    _publish_change_event(entry)
+    _publish_change_event(session, entry)
     return entry
 
 
-def _publish_change_event(entry: ChangeSequenceEntry) -> None:
+def _publish_change_event(session: Session, entry: ChangeSequenceEntry) -> None:
     event_type = _change_event_type(entry.module_id, entry.resource_type, entry.operation)
-    publish_platform_event(
+    emit_platform_event(
+        session,
         PlatformEvent(
             type=event_type,
             module_id=entry.module_id,

src/govoplan_core/core/concurrency.py

@@ -0,0 +1,559 @@
+from __future__ import annotations
+
+import copy
+import hashlib
+import json
+from dataclasses import dataclass, field
+from typing import Any, Callable, Iterable, Mapping, Sequence
+
+from sqlalchemy.orm import Session
+
+
+class ConcurrencyError(RuntimeError):
+    """Base class for mutation precondition and compare-and-set failures."""
+
+
+class MissingPreconditionError(ConcurrencyError):
+    def __init__(self, *, resource_type: str, resource_id: str) -> None:
+        self.resource_type = resource_type
+        self.resource_id = resource_id
+        super().__init__("A strong If-Match precondition is required for this mutation.")
+
+    def as_dict(self) -> dict[str, Any]:
+        return {
+            "code": "precondition_required",
+            "resource": {
+                "type": self.resource_type,
+                "id": self.resource_id,
+            },
+            "retryable": True,
+        }
+
+
+class RevisionConflictError(ConcurrencyError):
+    def __init__(
+        self,
+        *,
+        resource_type: str,
+        resource_id: str,
+        current_revision: int,
+        submitted_base_revision: int,
+        refresh_path: str | None = None,
+        conflicts: Sequence["MergeConflict"] = (),
+        merge_candidate: Any = None,
+        current_etag: str | None = None,
+    ) -> None:
+        self.resource_type = resource_type
+        self.resource_id = resource_id
+        self.current_revision = int(current_revision)
+        self.submitted_base_revision = int(submitted_base_revision)
+        self.refresh_path = refresh_path
+        self.conflicts = tuple(conflicts)
+        self.merge_candidate = merge_candidate
+        self.current_etag = current_etag
+        super().__init__(
+            f"{resource_type} {resource_id} changed from revision "
+            f"{submitted_base_revision} to {current_revision}"
+        )
+
+    @property
+    def safe_merge_available(self) -> bool:
+        return self.merge_candidate is not None and not self.conflicts
+
+    def as_dict(
+        self,
+        *,
+        include_values: bool = False,
+        include_merge_candidate: bool = False,
+    ) -> dict[str, Any]:
+        result: dict[str, Any] = {
+            "code": "revision_conflict",
+            "resource": {
+                "type": self.resource_type,
+                "id": self.resource_id,
+            },
+            "current_revision": self.current_revision,
+            "submitted_base_revision": self.submitted_base_revision,
+            "retryable": True,
+            "safe_merge_available": self.safe_merge_available,
+            "conflicts": [
+                conflict.as_dict(include_values=include_values)
+                for conflict in self.conflicts[:100]
+            ],
+        }
+        if self.refresh_path:
+            result["refresh_path"] = self.refresh_path
+        if self.current_etag:
+            result["current_etag"] = self.current_etag
+        if include_merge_candidate and self.safe_merge_available:
+            result["merge_candidate"] = copy.deepcopy(self.merge_candidate)
+        return result
+
+
+@dataclass(frozen=True, slots=True)
+class MergeConflict:
+    path: str
+    kind: str
+    base_value: Any = None
+    local_value: Any = None
+    current_value: Any = None
+
+    def as_dict(self, *, include_values: bool = False) -> dict[str, Any]:
+        result: dict[str, Any] = {
+            "path": self.path or "/",
+            "kind": self.kind,
+        }
+        if include_values:
+            result.update(
+                {
+                    "base_value": _bounded_json_value(self.base_value),
+                    "local_value": _bounded_json_value(self.local_value),
+                    "current_value": _bounded_json_value(self.current_value),
+                }
+            )
+        return result
+
+
+@dataclass(slots=True)
+class ThreeWayMergeResult:
+    value: Any
+    conflicts: list[MergeConflict] = field(default_factory=list)
+    applied_paths: list[str] = field(default_factory=list)
+
+    @property
+    def merged(self) -> bool:
+        return not self.conflicts
+
+
+ProtectedPath = str | Callable[[str], bool]
+
+
+def strong_resource_etag(
+    resource_type: str,
+    resource_id: str,
+    revision: int,
+) -> str:
+    """Return an opaque strong ETag for one mutable aggregate revision."""
+
+    normalized_revision = int(revision)
+    if normalized_revision < 1:
+        raise ValueError("Resource revisions must be positive integers")
+    digest = hashlib.sha256(
+        "\x00".join(
+            (
+                "govoplan-strong-revision-v1",
+                str(resource_type),
+                str(resource_id),
+                str(normalized_revision),
+            )
+        ).encode("utf-8")
+    ).hexdigest()
+    return f'"sha256-{digest}"'
+
+
+def if_match_matches(header_value: str | None, expected_etag: str) -> bool:
+    """Apply strong comparison semantics to an If-Match header."""
+
+    if not header_value:
+        return False
+    for raw_candidate in header_value.split(","):
+        candidate = raw_candidate.strip()
+        if candidate == "*":
+            return True
+        if candidate.startswith("W/"):
+            continue
+        if candidate == expected_etag:
+            return True
+    return False
+
+
+def assert_revision_precondition(
+    if_match: str | None,
+    *,
+    resource_type: str,
+    resource_id: str,
+    submitted_base_revision: int,
+) -> None:
+    if not if_match:
+        raise MissingPreconditionError(
+            resource_type=resource_type,
+            resource_id=resource_id,
+        )
+    submitted_etag = strong_resource_etag(
+        resource_type,
+        resource_id,
+        submitted_base_revision,
+    )
+    if not if_match_matches(if_match, submitted_etag):
+        raise ConcurrencyError(
+            "If-Match does not identify the submitted base revision."
+        )
+
+
+def claim_revision(
+    session: Session,
+    *,
+    model: type[Any],
+    filters: Iterable[Any],
+    revision_attribute: str,
+    expected_revision: int,
+    resource_type: str,
+    resource_id: str,
+    refresh_path: str | None = None,
+) -> int:
+    """Atomically claim the next revision in the caller's transaction."""
+
+    revision_column = getattr(model, revision_attribute)
+    expected = int(expected_revision)
+    normalized_filters = tuple(filters)
+    query = session.query(model).filter(*normalized_filters)
+    updated = query.filter(revision_column == expected).update(
+        {revision_column: revision_column + 1},
+        synchronize_session=False,
+    )
+    if updated == 1:
+        session.flush()
+        return expected + 1
+
+    current = (
+        session.query(revision_column)
+        .filter(*normalized_filters)
+        .scalar()
+    )
+    if current is None:
+        raise LookupError(f"{resource_type} {resource_id} was not found")
+    raise RevisionConflictError(
+        resource_type=resource_type,
+        resource_id=resource_id,
+        current_revision=int(current),
+        submitted_base_revision=expected,
+        refresh_path=refresh_path,
+        current_etag=strong_resource_etag(
+            resource_type,
+            resource_id,
+            int(current),
+        ),
+    )
+
+
+def three_way_merge(
+    base: Any,
+    local: Any,
+    current: Any,
+    *,
+    protected_paths: Sequence[ProtectedPath] = (),
+    stable_id_fields: Sequence[str] = ("id",),
+) -> ThreeWayMergeResult:
+    """Conservatively merge local changes onto a concurrently changed value."""
+
+    return _merge_value(
+        copy.deepcopy(base),
+        copy.deepcopy(local),
+        copy.deepcopy(current),
+        path="",
+        protected_paths=tuple(protected_paths),
+        stable_id_fields=tuple(stable_id_fields),
+    )
+
+
+def _merge_value(
+    base: Any,
+    local: Any,
+    current: Any,
+    *,
+    path: str,
+    protected_paths: Sequence[ProtectedPath],
+    stable_id_fields: Sequence[str],
+) -> ThreeWayMergeResult:
+    local_changed = local != base
+    current_changed = current != base
+    if not local_changed:
+        return ThreeWayMergeResult(value=current)
+    if local == current:
+        return ThreeWayMergeResult(value=current)
+    if _is_protected(path, protected_paths):
+        return _conflict(path, "protected_path", base, local, current)
+    if not current_changed:
+        return ThreeWayMergeResult(
+            value=local,
+            applied_paths=[path or "/"],
+        )
+    if isinstance(base, Mapping) and isinstance(local, Mapping) and isinstance(current, Mapping):
+        return _merge_mapping(
+            base,
+            local,
+            current,
+            path=path,
+            protected_paths=protected_paths,
+            stable_id_fields=stable_id_fields,
+        )
+    if isinstance(base, list) and isinstance(local, list) and isinstance(current, list):
+        return _merge_list(
+            base,
+            local,
+            current,
+            path=path,
+            protected_paths=protected_paths,
+            stable_id_fields=stable_id_fields,
+        )
+    return _conflict(path, "same_path_changed", base, local, current)
+
+
+def _merge_mapping(
+    base: Mapping[str, Any],
+    local: Mapping[str, Any],
+    current: Mapping[str, Any],
+    *,
+    path: str,
+    protected_paths: Sequence[ProtectedPath],
+    stable_id_fields: Sequence[str],
+) -> ThreeWayMergeResult:
+    missing = object()
+    result: dict[str, Any] = {}
+    conflicts: list[MergeConflict] = []
+    applied_paths: list[str] = []
+    keys = list(dict.fromkeys((*current.keys(), *local.keys(), *base.keys())))
+    for key in keys:
+        child_path = _join_path(path, str(key))
+        base_value = base.get(key, missing)
+        local_value = local.get(key, missing)
+        current_value = current.get(key, missing)
+        merged = _merge_presence(
+            base_value,
+            local_value,
+            current_value,
+            missing=missing,
+            path=child_path,
+            protected_paths=protected_paths,
+            stable_id_fields=stable_id_fields,
+        )
+        conflicts.extend(merged.conflicts)
+        applied_paths.extend(merged.applied_paths)
+        if merged.value is not missing:
+            result[str(key)] = merged.value
+    return ThreeWayMergeResult(
+        value=result,
+        conflicts=conflicts,
+        applied_paths=applied_paths,
+    )
+
+
+def _merge_presence(
+    base: Any,
+    local: Any,
+    current: Any,
+    *,
+    missing: object,
+    path: str,
+    protected_paths: Sequence[ProtectedPath],
+    stable_id_fields: Sequence[str],
+) -> ThreeWayMergeResult:
+    if local is missing and current is missing:
+        return ThreeWayMergeResult(value=missing)
+    if base is missing:
+        if local is missing:
+            return ThreeWayMergeResult(value=current)
+        if current is missing:
+            if _is_protected(path, protected_paths):
+                return _conflict(path, "protected_path", None, local, None)
+            return ThreeWayMergeResult(value=local, applied_paths=[path])
+        if local == current:
+            return ThreeWayMergeResult(value=current)
+        return _conflict(path, "concurrent_add", None, local, current)
+    if local is missing:
+        if current == base:
+            if _is_protected(path, protected_paths):
+                return _conflict(path, "protected_path", base, None, current)
+            return ThreeWayMergeResult(value=missing, applied_paths=[path])
+        return _conflict(path, "delete_vs_edit", base, None, current)
+    if current is missing:
+        if local == base:
+            return ThreeWayMergeResult(value=missing)
+        return _conflict(path, "edit_vs_delete", base, local, None)
+    return _merge_value(
+        base,
+        local,
+        current,
+        path=path,
+        protected_paths=protected_paths,
+        stable_id_fields=stable_id_fields,
+    )
+
+
+def _merge_list(
+    base: list[Any],
+    local: list[Any],
+    current: list[Any],
+    *,
+    path: str,
+    protected_paths: Sequence[ProtectedPath],
+    stable_id_fields: Sequence[str],
+) -> ThreeWayMergeResult:
+    identity_field = _stable_identity_field(
+        (base, local, current),
+        stable_id_fields,
+    )
+    if identity_field is None:
+        return _conflict(path, "unkeyed_collection", base, local, current)
+
+    base_by_id = {str(item[identity_field]): item for item in base}
+    local_by_id = {str(item[identity_field]): item for item in local}
+    current_by_id = {str(item[identity_field]): item for item in current}
+    base_order = list(base_by_id)
+    local_order = list(local_by_id)
+    current_order = list(current_by_id)
+
+    local_reordered = _common_order(local_order, base_order) != _common_order(
+        base_order,
+        local_order,
+    )
+    current_reordered = _common_order(current_order, base_order) != _common_order(
+        base_order,
+        current_order,
+    )
+    if local_reordered and current_reordered and local_order != current_order:
+        return _conflict(path, "collection_reorder", base_order, local_order, current_order)
+
+    result_by_id: dict[str, Any] = {}
+    conflicts: list[MergeConflict] = []
+    applied_paths: list[str] = []
+    identities = list(dict.fromkeys((*current_order, *local_order, *base_order)))
+    missing = object()
+    for identity in identities:
+        item_path = _join_path(path, f"{identity_field}={identity}")
+        merged = _merge_presence(
+            base_by_id.get(identity, missing),
+            local_by_id.get(identity, missing),
+            current_by_id.get(identity, missing),
+            missing=missing,
+            path=item_path,
+            protected_paths=protected_paths,
+            stable_id_fields=stable_id_fields,
+        )
+        conflicts.extend(merged.conflicts)
+        applied_paths.extend(merged.applied_paths)
+        if merged.value is not missing:
+            result_by_id[identity] = merged.value
+
+    order_source = local_order if local_reordered and not current_reordered else current_order
+    merged_order = [identity for identity in order_source if identity in result_by_id]
+    for identity in identities:
+        if identity in result_by_id and identity not in merged_order:
+            merged_order.append(identity)
+    return ThreeWayMergeResult(
+        value=[result_by_id[identity] for identity in merged_order],
+        conflicts=conflicts,
+        applied_paths=applied_paths,
+    )
+
+
+def _stable_identity_field(
+    values: Sequence[list[Any]],
+    candidates: Sequence[str],
+) -> str | None:
+    all_items = [item for value in values for item in value]
+    if not all_items or not all(isinstance(item, Mapping) for item in all_items):
+        return None
+    for candidate in candidates:
+        valid = True
+        for value in values:
+            identities = [
+                str(item.get(candidate, "")).strip()
+                for item in value
+                if isinstance(item, Mapping)
+            ]
+            if any(not identity for identity in identities) or len(identities) != len(
+                set(identities)
+            ):
+                valid = False
+                break
+        if valid:
+            return candidate
+    return None
+
+
+def _common_order(left: Sequence[str], right: Sequence[str]) -> list[str]:
+    right_set = set(right)
+    return [item for item in left if item in right_set]
+
+
+def _is_protected(path: str, protected_paths: Sequence[ProtectedPath]) -> bool:
+    normalized = path or "/"
+    for protected in protected_paths:
+        if callable(protected):
+            if protected(normalized):
+                return True
+            continue
+        prefix = protected.rstrip("/") or "/"
+        if normalized == prefix or normalized.startswith(f"{prefix}/"):
+            return True
+    return False
+
+
+def _join_path(parent: str, segment: str) -> str:
+    escaped = segment.replace("~", "~0").replace("/", "~1")
+    return f"{parent}/{escaped}" if parent else f"/{escaped}"
+
+
+def _conflict(
+    path: str,
+    kind: str,
+    base: Any,
+    local: Any,
+    current: Any,
+) -> ThreeWayMergeResult:
+    return ThreeWayMergeResult(
+        value=current,
+        conflicts=[
+            MergeConflict(
+                path=path or "/",
+                kind=kind,
+                base_value=base,
+                local_value=local,
+                current_value=current,
+            )
+        ],
+    )
+
+
+def _bounded_json_value(value: Any, *, depth: int = 0) -> Any:
+    if depth >= 4:
+        return {"summary": type(value).__name__}
+    if value is None or isinstance(value, (bool, int, float)):
+        return value
+    if isinstance(value, str):
+        return value[:500]
+    if isinstance(value, Mapping):
+        result = {
+            str(key)[:100]: _bounded_json_value(item, depth=depth + 1)
+            for key, item in list(value.items())[:20]
+        }
+        if len(value) > 20:
+            result["_truncated_items"] = len(value) - 20
+        return result
+    if isinstance(value, Sequence) and not isinstance(value, (bytes, bytearray)):
+        result = [
+            _bounded_json_value(item, depth=depth + 1)
+            for item in list(value)[:20]
+        ]
+        if len(value) > 20:
+            result.append({"_truncated_items": len(value) - 20})
+        return result
+    try:
+        return json.loads(json.dumps(value))
+    except (TypeError, ValueError):
+        return {"summary": type(value).__name__}
+
+
+__all__ = [
+    "ConcurrencyError",
+    "MergeConflict",
+    "MissingPreconditionError",
+    "RevisionConflictError",
+    "ThreeWayMergeResult",
+    "assert_revision_precondition",
+    "claim_revision",
+    "if_match_matches",
+    "strong_resource_etag",
+    "three_way_merge",
+]

src/govoplan_core/core/configuration_packages.py

@@ -3,11 +3,11 @@ from __future__ import annotations
 import base64
 from collections.abc import Mapping, Sequence
 from dataclasses import dataclass, field
-from datetime import UTC, datetime
 from pathlib import Path
 import json
 import os
-from typing import Any, Literal, Protocol, runtime_checkable
+import re
+from typing import Any, Literal, Protocol, cast, runtime_checkable
 
 from govoplan_core.core.module_package_catalog import (
     _canonical_catalog_bytes,
@@ -20,6 +20,13 @@ from govoplan_core.core.module_package_catalog import (
     _is_http_url,
     _load_private_key,
     _parse_trusted_keys,
+    _record_catalog_acceptance,
+)
+from govoplan_core.core.external_references import (
+    IntegrationMaturity,
+    SOURCE_AUTHORITY_MODES,
+    SourceAuthorityMode,
+    integration_maturity_rank,
 )
 from govoplan_core.security.http_fetch import fetch_http_text
 
@@ -28,6 +35,166 @@ CONFIGURATION_PROVIDER_CAPABILITY = "configuration.provider"
 
 DiagnosticSeverity = Literal["blocker", "warning", "info"]
 PlanAction = Literal["create", "update", "bind", "skip", "blocked", "noop"]
+ConfigurationPackageClass = Literal[
+    "reference",
+    "product",
+    "sector",
+    "deployment",
+    "integration",
+]
+ConfigurationPackageEvidenceKind = Literal[
+    "target_test",
+    "migration",
+    "upgrade",
+    "recovery",
+    "security",
+    "operations",
+    "accessibility",
+    "privacy",
+    "documentation",
+]
+
+CONFIGURATION_PACKAGE_CLASSES: tuple[ConfigurationPackageClass, ...] = (
+    "reference",
+    "product",
+    "sector",
+    "deployment",
+    "integration",
+)
+CONFIGURATION_PACKAGE_EVIDENCE_KINDS: tuple[
+    ConfigurationPackageEvidenceKind, ...
+] = (
+    "target_test",
+    "migration",
+    "upgrade",
+    "recovery",
+    "security",
+    "operations",
+    "accessibility",
+    "privacy",
+    "documentation",
+)
+_SHA256_RE = re.compile(r"^sha256:[0-9a-f]{64}$")
+
+
+@dataclass(frozen=True, slots=True)
+class ConfigurationPackageParent:
+    package_id: str
+    version: str
+    relation: Literal["derived_from", "specializes", "extends"] = "derived_from"
+
+    def __post_init__(self) -> None:
+        if not self.package_id.strip() or not self.version.strip():
+            raise ValueError("Configuration package parent id and version are required.")
+        if self.relation not in {"derived_from", "specializes", "extends"}:
+            raise ValueError(
+                f"Unsupported configuration package parent relation: {self.relation!r}."
+            )
+
+    @classmethod
+    def from_mapping(cls, value: Mapping[str, Any]) -> "ConfigurationPackageParent":
+        relation = _optional_str(value, "relation") or "derived_from"
+        if relation not in {"derived_from", "specializes", "extends"}:
+            raise ValueError(f"Unsupported configuration package parent relation: {relation!r}.")
+        return cls(
+            package_id=_required_str(value, "package_id"),
+            version=_required_str(value, "version"),
+            relation=relation,
+        )
+
+    def to_dict(self) -> dict[str, str]:
+        return {
+            "package_id": self.package_id,
+            "version": self.version,
+            "relation": self.relation,
+        }
+
+
+@dataclass(frozen=True, slots=True)
+class ConfigurationPackageEvidence:
+    kind: ConfigurationPackageEvidenceKind
+    reference: str
+    summary: str
+    checksum: str | None = None
+
+    def __post_init__(self) -> None:
+        if self.kind not in CONFIGURATION_PACKAGE_EVIDENCE_KINDS:
+            raise ValueError(
+                f"Unsupported configuration package evidence kind: {self.kind!r}."
+            )
+        if not self.reference.strip() or not self.summary.strip():
+            raise ValueError(
+                "Configuration package evidence reference and summary are required."
+            )
+        if self.checksum is not None and not _SHA256_RE.fullmatch(self.checksum):
+            raise ValueError(
+                "Configuration package evidence checksum must use sha256:<64 lowercase hex>."
+            )
+
+    @classmethod
+    def from_mapping(cls, value: Mapping[str, Any]) -> "ConfigurationPackageEvidence":
+        kind = _required_str(value, "kind")
+        if kind not in CONFIGURATION_PACKAGE_EVIDENCE_KINDS:
+            raise ValueError(f"Unsupported configuration package evidence kind: {kind!r}.")
+        return cls(
+            kind=kind,
+            reference=_required_str(value, "reference"),
+            summary=_required_str(value, "summary"),
+            checksum=_optional_str(value, "checksum"),
+        )
+
+    def to_dict(self) -> dict[str, object]:
+        return {
+            "kind": self.kind,
+            "reference": self.reference,
+            "summary": self.summary,
+            "checksum": self.checksum,
+        }
+
+
+@dataclass(frozen=True, slots=True)
+class ConfigurationProviderExpectation:
+    provider_id: str
+    authority_mode: SourceAuthorityMode
+    minimum_maturity: IntegrationMaturity
+    binding_ref: str | None = None
+    health_expectation: str = "healthy"
+    freshness_expectation: str | None = None
+    recovery_expectation: str | None = None
+
+    def __post_init__(self) -> None:
+        if not self.provider_id.strip():
+            raise ValueError("Configuration provider expectation id is required.")
+        if self.authority_mode not in SOURCE_AUTHORITY_MODES:
+            raise ValueError(
+                f"Unsupported provider authority mode: {self.authority_mode!r}."
+            )
+        integration_maturity_rank(self.minimum_maturity)
+        if not self.health_expectation.strip():
+            raise ValueError("Provider health expectation is required.")
+
+    @classmethod
+    def from_mapping(cls, value: Mapping[str, Any]) -> "ConfigurationProviderExpectation":
+        return cls(
+            provider_id=_required_str(value, "provider_id"),
+            authority_mode=_required_str(value, "authority_mode"),
+            minimum_maturity=_required_str(value, "minimum_maturity"),
+            binding_ref=_optional_str(value, "binding_ref"),
+            health_expectation=_optional_str(value, "health_expectation") or "healthy",
+            freshness_expectation=_optional_str(value, "freshness_expectation"),
+            recovery_expectation=_optional_str(value, "recovery_expectation"),
+        )
+
+    def to_dict(self) -> dict[str, object]:
+        return {
+            "provider_id": self.provider_id,
+            "authority_mode": self.authority_mode,
+            "minimum_maturity": self.minimum_maturity,
+            "binding_ref": self.binding_ref,
+            "health_expectation": self.health_expectation,
+            "freshness_expectation": self.freshness_expectation,
+            "recovery_expectation": self.recovery_expectation,
+        }
 
 
 @dataclass(frozen=True, slots=True)
@@ -75,6 +242,7 @@ class ConfigurationPackageManifest:
     package_id: str
     name: str
     version: str
+    package_class: ConfigurationPackageClass = "product"
     description: str | None = None
     publisher: str | None = None
     category: str | None = None
@@ -88,6 +256,29 @@ class ConfigurationPackageManifest:
     artifact_ref: str | None = None
     artifact_sha256: str | None = None
     signature: Mapping[str, Any] | None = None
+    parents: tuple[ConfigurationPackageParent, ...] = ()
+    evidence: tuple[ConfigurationPackageEvidence, ...] = ()
+    provider_expectations: tuple[ConfigurationProviderExpectation, ...] = ()
+
+    def __post_init__(self) -> None:
+        if self.package_class not in CONFIGURATION_PACKAGE_CLASSES:
+            raise ValueError(
+                f"Unsupported configuration package class: {self.package_class!r}."
+            )
+        parent_keys = {(item.package_id, item.version) for item in self.parents}
+        if len(parent_keys) != len(self.parents):
+            raise ValueError("Configuration package parents must be unique.")
+        evidence_keys = {(item.kind, item.reference) for item in self.evidence}
+        if len(evidence_keys) != len(self.evidence):
+            raise ValueError("Configuration package evidence must be unique.")
+        provider_ids = [item.provider_id for item in self.provider_expectations]
+        if len(provider_ids) != len(set(provider_ids)):
+            raise ValueError("Configuration package provider expectations must be unique.")
+        for expectation in self.provider_expectations:
+            integration_maturity_rank(expectation.minimum_maturity)
+        issues = configuration_package_claim_issues(self)
+        if issues:
+            raise ValueError("Invalid configuration package claim: " + "; ".join(issues))
 
     @classmethod
     def from_mapping(cls, value: Mapping[str, Any]) -> "ConfigurationPackageManifest":
@@ -95,6 +286,7 @@ class ConfigurationPackageManifest:
             package_id=_required_str(value, "package_id"),
             name=_required_str(value, "name"),
             version=_required_str(value, "version"),
+            package_class=_optional_str(value, "package_class") or "product",
             description=_optional_str(value, "description"),
             publisher=_optional_str(value, "publisher"),
             category=_optional_str(value, "category"),
@@ -108,6 +300,21 @@ class ConfigurationPackageManifest:
             artifact_ref=_optional_str(value, "artifact_ref"),
             artifact_sha256=_optional_str(value, "artifact_sha256"),
             signature=value.get("signature") if isinstance(value.get("signature"), Mapping) else None,
+            parents=tuple(
+                ConfigurationPackageParent.from_mapping(item)
+                for item in _object_list(value.get("parents"), field_name="parents")
+            ),
+            evidence=tuple(
+                ConfigurationPackageEvidence.from_mapping(item)
+                for item in _object_list(value.get("evidence"), field_name="evidence")
+            ),
+            provider_expectations=tuple(
+                ConfigurationProviderExpectation.from_mapping(item)
+                for item in _object_list(
+                    value.get("provider_expectations"),
+                    field_name="provider_expectations",
+                )
+            ),
         )
 
     def to_dict(self) -> dict[str, object]:
@@ -115,12 +322,18 @@ class ConfigurationPackageManifest:
             "package_id": self.package_id,
             "name": self.name,
             "version": self.version,
+            "package_class": self.package_class,
             "required_modules": [item.to_dict() for item in self.required_modules],
             "required_capabilities": list(self.required_capabilities),
             "optional_modules": [item.to_dict() for item in self.optional_modules],
             "fragments": [item.to_dict() for item in self.fragments],
             "data_requirements": [dict(item) for item in self.data_requirements],
             "tags": list(self.tags),
+            "parents": [item.to_dict() for item in self.parents],
+            "evidence": [item.to_dict() for item in self.evidence],
+            "provider_expectations": [
+                item.to_dict() for item in self.provider_expectations
+            ],
         }
         for key, value in (
             ("description", self.description),
@@ -221,6 +434,12 @@ class ConfigurationPreflightContext:
     supplied_data: Mapping[str, Any] = field(default_factory=dict)
     installed_modules: Mapping[str, str] = field(default_factory=dict)
     capabilities: frozenset[str] = frozenset()
+    external_provider_declarations: Mapping[str, Mapping[str, Any]] = field(
+        default_factory=dict
+    )
+    external_provider_states: Mapping[str, Mapping[str, Any]] = field(
+        default_factory=dict
+    )
     dry_run: bool = True
 
 
@@ -286,6 +505,7 @@ def dry_run_configuration_package(
 
     diagnostics.extend(_module_requirement_diagnostics(manifest, context))
     diagnostics.extend(_capability_requirement_diagnostics(manifest, context))
+    diagnostics.extend(_provider_expectation_diagnostics(manifest, context))
     for item in manifest.data_requirements:
         requirement = ConfigurationRequiredData.from_mapping(item)
         required_data.append(requirement)
@@ -369,6 +589,8 @@ def apply_configuration_package(
         supplied_data=supplied_data if supplied_data is not None else context.supplied_data,
         installed_modules=context.installed_modules,
         capabilities=context.capabilities,
+        external_provider_declarations=context.external_provider_declarations,
+        external_provider_states=context.external_provider_states,
         dry_run=False,
     )
     preflight = dry_run_configuration_package(manifest, providers, apply_context)
@@ -636,33 +858,158 @@ def sign_configuration_package_catalog(*, path: Path, key_id: str, private_key_p
 
 
 def record_configuration_package_catalog_acceptance(validation: dict[str, object]) -> None:
-    state_path = _configured_sequence_state_path()
+    _record_catalog_acceptance(
-    if state_path is None or validation.get("valid") is not True:
+        validation,
-        return
+        state_path=_configured_sequence_state_path(),
-    channel = validation.get("channel")
+    )
-    sequence = validation.get("sequence")
+
-    if not isinstance(channel, str) or not isinstance(sequence, int):
+
-        return
+def configuration_package_claim_issues(
-    try:
+    manifest: ConfigurationPackageManifest,
-        state = json.loads(state_path.read_text(encoding="utf-8")) if state_path.exists() else {}
+) -> tuple[str, ...]:
-    except json.JSONDecodeError:
+    evidence_kinds = {item.kind for item in manifest.evidence}
-        state = {}
+    required_evidence: dict[str, frozenset[str]] = {
-    if not isinstance(state, dict):
+        "reference": frozenset(
-        state = {}
+            {
-    channels = state.get("channels")
+                "target_test",
-    if not isinstance(channels, dict):
+                "recovery",
-        channels = {}
+                "security",
-    channel_state = channels.get(channel)
+                "operations",
-    if not isinstance(channel_state, dict):
+                "accessibility",
-        channel_state = {}
+                "privacy",
-    channel_state["last_sequence"] = max(int(channel_state.get("last_sequence") or 0), sequence)
+                "documentation",
-    channel_state["accepted_at"] = datetime.now(tz=UTC).isoformat().replace("+00:00", "Z")
+            }
-    channel_state["key_id"] = validation.get("key_id")
+        ),
-    channel_state["source"] = validation.get("source") or validation.get("path")
+        "product": frozenset(),
-    channels[channel] = channel_state
+        "sector": frozenset({"documentation"}),
-    state["channels"] = channels
+        "deployment": frozenset(
-    state_path.parent.mkdir(parents=True, exist_ok=True)
+            {"target_test", "recovery", "security", "operations"}
-    state_path.write_text(json.dumps(state, indent=2, sort_keys=True) + "\n", encoding="utf-8")
+        ),
+        "integration": frozenset(
+            {"target_test", "recovery", "operations", "documentation"}
+        ),
+    }
+    issues: list[str] = []
+    missing = sorted(required_evidence[manifest.package_class] - evidence_kinds)
+    if missing:
+        issues.append(
+            f"{manifest.package_class} package is missing evidence: "
+            + ", ".join(missing)
+        )
+    if manifest.package_class in {"reference", "deployment", "integration"}:
+        unbound = sorted(
+            item.kind
+            for item in manifest.evidence
+            if item.kind != "documentation" and item.checksum is None
+        )
+        if unbound:
+            issues.append(
+                f"{manifest.package_class} package has evidence without checksums: "
+                + ", ".join(unbound)
+            )
+    if manifest.package_class == "sector" and not manifest.parents:
+        issues.append("sector packages must declare a parent package/version")
+    if manifest.package_class == "integration" and not manifest.provider_expectations:
+        issues.append("integration packages must declare external provider expectations")
+    return tuple(issues)
+
+
+def validate_configuration_package_derivation(
+    child: ConfigurationPackageManifest,
+    parent: ConfigurationPackageManifest,
+) -> tuple[ConfigurationDiagnostic, ...]:
+    diagnostics: list[ConfigurationDiagnostic] = []
+    if not any(
+        item.package_id == parent.package_id and item.version == parent.version
+        for item in child.parents
+    ):
+        diagnostics.append(
+            ConfigurationDiagnostic(
+                severity="blocker",
+                code="package_parent_provenance_missing",
+                message=(
+                    f"Package {child.package_id!r} does not declare parent "
+                    f"{parent.package_id}@{parent.version}."
+                ),
+                object_ref=parent.package_id,
+            )
+        )
+    child_modules = {item.module_id: item for item in child.required_modules}
+    for requirement in parent.required_modules:
+        candidate = child_modules.get(requirement.module_id)
+        if candidate is None or (
+            requirement.version is not None
+            and candidate.version != requirement.version
+        ):
+            diagnostics.append(
+                ConfigurationDiagnostic(
+                    severity="blocker",
+                    code="package_parent_module_constraint_loosened",
+                    message=(
+                        f"Derived package loosens parent module requirement "
+                        f"{requirement.module_id!r}."
+                    ),
+                    module_id=requirement.module_id,
+                )
+            )
+    for capability in set(parent.required_capabilities) - set(
+        child.required_capabilities
+    ):
+        diagnostics.append(
+            ConfigurationDiagnostic(
+                severity="blocker",
+                code="package_parent_capability_constraint_loosened",
+                message=(
+                    f"Derived package removes required capability {capability!r}."
+                ),
+                object_ref=capability,
+            )
+        )
+    child_providers = {
+        item.provider_id: item for item in child.provider_expectations
+    }
+    for expectation in parent.provider_expectations:
+        candidate = child_providers.get(expectation.provider_id)
+        if candidate is None:
+            diagnostics.append(
+                ConfigurationDiagnostic(
+                    severity="blocker",
+                    code="package_parent_provider_constraint_removed",
+                    message=(
+                        f"Derived package removes provider expectation "
+                        f"{expectation.provider_id!r}."
+                    ),
+                    object_ref=expectation.provider_id,
+                )
+            )
+            continue
+        if candidate.authority_mode != expectation.authority_mode:
+            diagnostics.append(
+                ConfigurationDiagnostic(
+                    severity="blocker",
+                    code="package_parent_authority_mode_changed",
+                    message=(
+                        f"Derived package changes authority mode for provider "
+                        f"{expectation.provider_id!r}."
+                    ),
+                    object_ref=expectation.provider_id,
+                )
+            )
+        if integration_maturity_rank(
+            candidate.minimum_maturity
+        ) < integration_maturity_rank(expectation.minimum_maturity):
+            diagnostics.append(
+                ConfigurationDiagnostic(
+                    severity="blocker",
+                    code="package_parent_provider_maturity_loosened",
+                    message=(
+                        f"Derived package lowers provider maturity for "
+                        f"{expectation.provider_id!r}."
+                    ),
+                    object_ref=expectation.provider_id,
+                )
+            )
+    return tuple(diagnostics)
 
 
 def _configuration_package_manifest(package: ConfigurationPackageManifest | Mapping[str, Any]) -> ConfigurationPackageManifest:
@@ -716,6 +1063,194 @@ def _capability_requirement_diagnostics(manifest: ConfigurationPackageManifest,
     return diagnostics
 
 
+def _provider_expectation_diagnostics(
+    manifest: ConfigurationPackageManifest,
+    context: ConfigurationPreflightContext,
+) -> list[ConfigurationDiagnostic]:
+    diagnostics: list[ConfigurationDiagnostic] = []
+    for expectation in manifest.provider_expectations:
+        declaration = context.external_provider_declarations.get(
+            expectation.provider_id
+        )
+        if declaration is None:
+            diagnostics.append(
+                ConfigurationDiagnostic(
+                    severity="blocker",
+                    code="external_provider_missing",
+                    message=(
+                        f"Required external provider {expectation.provider_id!r} "
+                        "is not installed or declared."
+                    ),
+                    object_ref=expectation.provider_id,
+                    resolution=(
+                        "Install and enable a module exposing the declared provider."
+                    ),
+                )
+            )
+            continue
+        supported_modes = {
+            str(item)
+            for item in declaration.get("authority_modes", ())
+            if str(item).strip()
+        }
+        if expectation.authority_mode not in supported_modes:
+            diagnostics.append(
+                ConfigurationDiagnostic(
+                    severity="blocker",
+                    code="external_provider_authority_mode_unsupported",
+                    message=(
+                        f"Provider {expectation.provider_id!r} does not support "
+                        f"authority mode {expectation.authority_mode!r}."
+                    ),
+                    object_ref=expectation.provider_id,
+                )
+            )
+        actual_maturity = str(declaration.get("maturity") or "discover")
+        try:
+            maturity_sufficient = integration_maturity_rank(
+                cast(IntegrationMaturity, actual_maturity)
+            ) >= integration_maturity_rank(expectation.minimum_maturity)
+        except ValueError:
+            maturity_sufficient = False
+        if not maturity_sufficient:
+            diagnostics.append(
+                ConfigurationDiagnostic(
+                    severity="blocker",
+                    code="external_provider_maturity_insufficient",
+                    message=(
+                        f"Provider {expectation.provider_id!r} has maturity "
+                        f"{actual_maturity!r}; {expectation.minimum_maturity!r} is required."
+                    ),
+                    object_ref=expectation.provider_id,
+                )
+            )
+        provider_state = context.external_provider_states.get(
+            expectation.provider_id
+        )
+        if provider_state is None:
+            diagnostics.append(
+                ConfigurationDiagnostic(
+                    severity="warning",
+                    code="external_provider_health_unverified",
+                    message=(
+                        f"Provider {expectation.provider_id!r} has no current "
+                        "health/freshness observation."
+                    ),
+                    object_ref=expectation.provider_id,
+                )
+            )
+            continue
+        state = provider_state
+        if expectation.binding_ref is not None:
+            bindings = provider_state.get("bindings")
+            matching_binding = next(
+                (
+                    item
+                    for item in bindings
+                    if isinstance(item, Mapping)
+                    and str(item.get("binding_ref") or "")
+                    == expectation.binding_ref
+                ),
+                None,
+            ) if isinstance(bindings, Sequence) and not isinstance(
+                bindings, (str, bytes)
+            ) else None
+            if matching_binding is None and str(
+                provider_state.get("binding_ref") or ""
+            ) == expectation.binding_ref:
+                matching_binding = provider_state
+            if matching_binding is None:
+                diagnostics.append(
+                    ConfigurationDiagnostic(
+                        severity="blocker",
+                        code="external_provider_binding_mismatch",
+                        message=(
+                            f"Provider {expectation.provider_id!r} is not observed through "
+                            f"required binding {expectation.binding_ref!r}."
+                        ),
+                        object_ref=expectation.provider_id,
+                    )
+                )
+                continue
+            state = matching_binding
+        health = str(state.get("health") or state.get("health_state") or "unknown")
+        accepted_health = (
+            {"ok", "healthy"}
+            if expectation.health_expectation == "healthy"
+            else {expectation.health_expectation}
+        )
+        if health not in accepted_health:
+            diagnostics.append(
+                ConfigurationDiagnostic(
+                    severity="blocker",
+                    code="external_provider_unhealthy",
+                    message=(
+                        f"Provider {expectation.provider_id!r} health is {health!r}."
+                    ),
+                    object_ref=expectation.provider_id,
+                    resolution="Restore provider health or use a documented degraded path.",
+                )
+            )
+        observed_authority_mode = str(state.get("authority_mode") or "")
+        if (
+            observed_authority_mode
+            and observed_authority_mode != expectation.authority_mode
+        ):
+            diagnostics.append(
+                ConfigurationDiagnostic(
+                    severity="blocker",
+                    code="external_provider_binding_authority_mismatch",
+                    message=(
+                        f"Provider {expectation.provider_id!r} is configured as "
+                        f"{observed_authority_mode!r}; {expectation.authority_mode!r} "
+                        "is required."
+                    ),
+                    object_ref=expectation.provider_id,
+                )
+            )
+        if expectation.freshness_expectation is not None:
+            freshness = str(
+                state.get("freshness")
+                or state.get("freshness_state")
+                or "unknown"
+            )
+            if freshness != expectation.freshness_expectation:
+                diagnostics.append(
+                    ConfigurationDiagnostic(
+                        severity="blocker",
+                        code="external_provider_freshness_expectation_failed",
+                        message=(
+                            f"Provider {expectation.provider_id!r} freshness is "
+                            f"{freshness!r}; {expectation.freshness_expectation!r} is required."
+                        ),
+                        object_ref=expectation.provider_id,
+                    )
+                )
+        if expectation.recovery_expectation is not None:
+            behavior = declaration.get("behavior")
+            declared_recovery = (
+                behavior.get(expectation.recovery_expectation)
+                if isinstance(behavior, Mapping)
+                else None
+            )
+            observed_recovery = state.get("recovery") or state.get(
+                "recovery_state"
+            )
+            if not declared_recovery and observed_recovery != expectation.recovery_expectation:
+                diagnostics.append(
+                    ConfigurationDiagnostic(
+                        severity="blocker",
+                        code="external_provider_recovery_expectation_failed",
+                        message=(
+                            f"Provider {expectation.provider_id!r} does not satisfy "
+                            f"recovery expectation {expectation.recovery_expectation!r}."
+                        ),
+                        object_ref=expectation.provider_id,
+                    )
+                )
+    return diagnostics
+
+
 def _dedupe_diagnostics(items: Sequence[ConfigurationDiagnostic]) -> list[ConfigurationDiagnostic]:
     seen: set[tuple[object, ...]] = set()
     result: list[ConfigurationDiagnostic] = []

src/govoplan_core/core/configuration_safety.py

@@ -301,6 +301,18 @@ _CONFIGURATION_FIELD_SAFETY: tuple[ConfigurationFieldSafety, ...] = (
         maintenance_required=True,
         notes="This deployment-wide egress boundary remains out of band and applies to every connector worker.",
     ),
+    ConfigurationFieldSafety(
+        key="FILE_STORAGE_S3_DEPLOYMENT_MANAGED",
+        label="Installer-managed Garage trust",
+        owner_module="files",
+        scope="system",
+        storage="environment",
+        ui_managed=False,
+        risk="high",
+        secret_handling="env_only",  # noqa: S106  # nosec B106 - policy vocabulary.
+        maintenance_required=True,
+        notes="Reserved for the exact installer-owned http://garage:3900 service; it must never authorize another S3 endpoint.",
+    ),
     ConfigurationFieldSafety(
         key="GOVOPLAN_CONNECTOR_MAX_STRUCTURED_RESPONSE_BYTES",
         label="Structured connector response limit",

src/govoplan_core/core/connector_runtime.py

@@ -0,0 +1,226 @@
+from __future__ import annotations
+
+from collections import Counter
+from collections.abc import Mapping
+from dataclasses import dataclass, field
+from datetime import datetime
+from typing import Literal, Protocol, runtime_checkable
+from urllib.parse import urlsplit
+
+
+CONNECTOR_RUNTIME_CONTRACT_VERSION = "1.0"
+
+ConnectorDiagnosticSeverity = Literal["info", "warning", "error"]
+ConnectorDiagnosticStage = Literal[
+    "configuration",
+    "authentication",
+    "discovery",
+    "read",
+    "mapping",
+    "planning",
+    "apply",
+    "reconciliation",
+]
+ConnectorEffectKind = Literal[
+    "create",
+    "update",
+    "delete",
+    "conflict",
+    "unchanged",
+    "ignored",
+]
+ConnectorOutcomeState = Literal[
+    "preview",
+    "accepted",
+    "rejected",
+    "outcome_unknown",
+]
+
+
+class ConnectorContractError(ValueError):
+    pass
+
+
+@dataclass(frozen=True, slots=True)
+class ConnectorEndpoint:
+    """Sanitized endpoint identity. Credentials never belong in this value."""
+
+    url: str
+    credential_ref: str | None = None
+    tls_mode: Literal["required", "start_tls", "system", "disabled"] = "required"
+    options: Mapping[str, object] = field(default_factory=dict)
+
+    def __post_init__(self) -> None:
+        normalized = self.url.strip()
+        parsed = urlsplit(normalized)
+        if not parsed.scheme or not parsed.hostname:
+            raise ConnectorContractError("Connector endpoints require an absolute URL.")
+        if parsed.username is not None or parsed.password is not None:
+            raise ConnectorContractError(
+                "Connector endpoint URLs must not contain credentials."
+            )
+        object.__setattr__(self, "url", normalized)
+        if self.credential_ref is not None:
+            credential_ref = self.credential_ref.strip()
+            if not credential_ref:
+                raise ConnectorContractError("Credential references cannot be blank.")
+            object.__setattr__(self, "credential_ref", credential_ref)
+
+
+@dataclass(frozen=True, slots=True)
+class ConnectorDiagnostic:
+    severity: ConnectorDiagnosticSeverity
+    code: str
+    message: str
+    stage: ConnectorDiagnosticStage
+    retryable: bool = False
+    source_ref: str | None = None
+    object_ref: str | None = None
+    details: Mapping[str, object] = field(default_factory=dict)
+
+    def __post_init__(self) -> None:
+        if not self.code.strip() or len(self.code) > 120:
+            raise ConnectorContractError(
+                "Connector diagnostic codes must contain 1 to 120 characters."
+            )
+        if not self.message.strip():
+            raise ConnectorContractError("Connector diagnostic messages cannot be blank.")
+
+
+@dataclass(frozen=True, slots=True)
+class ConnectorEffectPreview:
+    effect: ConnectorEffectKind
+    source_object_ref: str
+    target_object_ref: str | None = None
+    changed_fields: tuple[str, ...] = ()
+    sample: Mapping[str, object] = field(default_factory=dict)
+    reason_code: str | None = None
+    outcome: ConnectorOutcomeState = "preview"
+    revision: str | None = None
+
+    def __post_init__(self) -> None:
+        if not self.source_object_ref.strip():
+            raise ConnectorContractError("Preview effects require a source object reference.")
+        if self.outcome != "preview":
+            raise ConnectorContractError("Dry-run effects must retain the preview outcome.")
+
+
+@dataclass(frozen=True, slots=True)
+class ConnectorEffectSummary:
+    creates: int = 0
+    updates: int = 0
+    deletes: int = 0
+    conflicts: int = 0
+    unchanged: int = 0
+    ignored: int = 0
+
+    @property
+    def total(self) -> int:
+        return (
+            self.creates
+            + self.updates
+            + self.deletes
+            + self.conflicts
+            + self.unchanged
+            + self.ignored
+        )
+
+
+@dataclass(frozen=True, slots=True)
+class ConnectorDryRunRequest:
+    tenant_id: str
+    source_ref: str
+    force_full: bool = False
+    max_items: int = 1_000
+    expected_source_revision: str | None = None
+    context: Mapping[str, object] = field(default_factory=dict)
+
+    def __post_init__(self) -> None:
+        if not self.tenant_id.strip() or not self.source_ref.strip():
+            raise ConnectorContractError("Dry runs require tenant and source references.")
+        if not 1 <= self.max_items <= 10_000:
+            raise ConnectorContractError("Dry-run max_items must be between 1 and 10000.")
+
+
+@dataclass(frozen=True, slots=True)
+class ConnectorDryRunResult:
+    contract_version: str
+    source_ref: str
+    source_revision: str
+    source_fingerprint: str
+    input_hash: str
+    generated_at: datetime
+    summary: ConnectorEffectSummary
+    effects: tuple[ConnectorEffectPreview, ...] = ()
+    diagnostics: tuple[ConnectorDiagnostic, ...] = ()
+    truncated: bool = False
+    stale: bool = False
+    apply_token: str | None = None
+    provenance: Mapping[str, object] = field(default_factory=dict)
+
+    def __post_init__(self) -> None:
+        if self.contract_version != CONNECTOR_RUNTIME_CONTRACT_VERSION:
+            raise ConnectorContractError(
+                f"Unsupported connector contract version: {self.contract_version!r}."
+            )
+        for name in ("source_ref", "source_revision", "source_fingerprint", "input_hash"):
+            if not str(getattr(self, name)).strip():
+                raise ConnectorContractError(f"Dry-run {name} cannot be blank.")
+        if self.summary.total != len(self.effects):
+            raise ConnectorContractError(
+                "Dry-run summary counts must match the returned effect list."
+            )
+
+    @property
+    def can_apply(self) -> bool:
+        return (
+            self.apply_token is not None
+            and not self.truncated
+            and not self.stale
+            and self.summary.conflicts == 0
+            and not any(item.severity == "error" for item in self.diagnostics)
+        )
+
+
+def summarize_connector_effects(
+    effects: tuple[ConnectorEffectPreview, ...],
+) -> ConnectorEffectSummary:
+    counts = Counter(item.effect for item in effects)
+    return ConnectorEffectSummary(
+        creates=counts["create"],
+        updates=counts["update"],
+        deletes=counts["delete"],
+        conflicts=counts["conflict"],
+        unchanged=counts["unchanged"],
+        ignored=counts["ignored"],
+    )
+
+
+@runtime_checkable
+class ConnectorDryRunProvider(Protocol):
+    def preview(
+        self,
+        session: object,
+        principal: object,
+        *,
+        request: ConnectorDryRunRequest,
+    ) -> ConnectorDryRunResult:
+        ...
+
+
+__all__ = [
+    "CONNECTOR_RUNTIME_CONTRACT_VERSION",
+    "ConnectorContractError",
+    "ConnectorDiagnostic",
+    "ConnectorDiagnosticSeverity",
+    "ConnectorDiagnosticStage",
+    "ConnectorDryRunProvider",
+    "ConnectorDryRunRequest",
+    "ConnectorDryRunResult",
+    "ConnectorEffectKind",
+    "ConnectorEffectPreview",
+    "ConnectorEffectSummary",
+    "ConnectorEndpoint",
+    "ConnectorOutcomeState",
+    "summarize_connector_effects",
+]

src/govoplan_core/core/contact_points.py

@@ -0,0 +1,191 @@
+from __future__ import annotations
+
+from collections.abc import Mapping
+from dataclasses import dataclass, field
+from datetime import datetime
+from typing import Literal, Protocol, runtime_checkable
+
+from govoplan_core.core.distribution_lists import (
+    DistributionChannel,
+    DistributionExplanation,
+    DistributionOutcome,
+    DistributionSourceReference,
+)
+
+
+CAPABILITY_ADDRESSES_CONTACT_POINT_RESOLUTION = "addresses.contact_point_resolution"
+CONTACT_POINT_CONTRACT_VERSION = "1.0"
+
+ContactPointFallbackRule = Literal["none", "primary", "any"]
+PostalAddressFormat = Literal["domestic", "international"]
+
+
+@dataclass(frozen=True, slots=True)
+class ContactPointResolutionRequest:
+    tenant_id: str
+    subject: DistributionSourceReference
+    effective_at: datetime
+    purpose: str | None = None
+    requested_channels: tuple[DistributionChannel, ...] = ()
+    address_purpose: str | None = None
+    fallback_rule: ContactPointFallbackRule = "primary"
+    locale: str | None = None
+    postal_format: PostalAddressFormat = "domestic"
+    context: Mapping[str, object] = field(default_factory=dict)
+
+
+@dataclass(frozen=True, slots=True)
+class ContactPointCandidate:
+    channel: DistributionChannel
+    target: str
+    target_key: str
+    status: DistributionOutcome
+    contact_point_id: str | None = None
+    address_purpose: str | None = None
+    locale: str | None = None
+    preferred: bool = False
+    preference_rank: int | None = None
+    reason_code: str | None = None
+    explanation: str | None = None
+    source: DistributionSourceReference | None = None
+    source_revision: str | None = None
+    preference_revision: str | None = None
+    consent_revision: str | None = None
+    value: Mapping[str, object] = field(default_factory=dict)
+    provenance: Mapping[str, object] = field(default_factory=dict)
+
+
+@dataclass(frozen=True, slots=True)
+class ContactPointResolution:
+    contract_version: str
+    subject: DistributionSourceReference
+    status: DistributionOutcome
+    contact_id: str | None = None
+    display_name: str | None = None
+    candidates: tuple[ContactPointCandidate, ...] = ()
+    excluded: tuple[ContactPointCandidate, ...] = ()
+    explanations: tuple[DistributionExplanation, ...] = ()
+    source_revision: str | None = None
+    source_fingerprint: str | None = None
+    provenance: Mapping[str, object] = field(default_factory=dict)
+
+
+@dataclass(frozen=True, slots=True)
+class ContactPointSourceRequest:
+    tenant_id: str
+    source_id: str
+    effective_at: datetime
+    purpose: str | None = None
+    requested_channels: tuple[DistributionChannel, ...] = ()
+    address_purpose: str | None = None
+    fallback_rule: ContactPointFallbackRule = "primary"
+    locale: str | None = None
+    postal_format: PostalAddressFormat = "domestic"
+    max_items: int = 5_000
+    context: Mapping[str, object] = field(default_factory=dict)
+
+
+@dataclass(frozen=True, slots=True)
+class ContactPointSourcePreview:
+    contract_version: str
+    source: DistributionSourceReference
+    request: ContactPointSourceRequest
+    resolutions: tuple[ContactPointResolution, ...]
+    total_count: int
+    usable_count: int
+    excluded_count: int
+    offset: int
+    limit: int
+    has_more: bool
+    source_revision: str
+    source_fingerprint: str
+    generated_at: datetime
+    provenance: Mapping[str, object] = field(default_factory=dict)
+
+
+@dataclass(frozen=True, slots=True)
+class ContactPointSnapshotRef:
+    id: str
+    tenant_id: str
+    contract_version: str
+    source: DistributionSourceReference
+    request: ContactPointSourceRequest
+    resolutions: tuple[ContactPointResolution, ...]
+    recipient_count: int
+    excluded_count: int
+    source_revision: str
+    source_fingerprint: str
+    snapshot_hash: str
+    generated_at: datetime
+    provenance: Mapping[str, object] = field(default_factory=dict)
+
+
+@runtime_checkable
+class ContactPointResolutionProvider(Protocol):
+    def resolve_contact_points(
+        self,
+        session: object,
+        principal: object,
+        *,
+        request: ContactPointResolutionRequest,
+    ) -> ContactPointResolution:
+        ...
+
+    def preview_source(
+        self,
+        session: object,
+        principal: object,
+        *,
+        request: ContactPointSourceRequest,
+        offset: int = 0,
+        limit: int = 100,
+    ) -> ContactPointSourcePreview:
+        ...
+
+    def freeze_source(
+        self,
+        session: object,
+        principal: object,
+        *,
+        request: ContactPointSourceRequest,
+    ) -> ContactPointSnapshotRef:
+        ...
+
+    def get_snapshot(
+        self,
+        session: object,
+        principal: object,
+        *,
+        snapshot_id: str,
+    ) -> ContactPointSnapshotRef | None:
+        ...
+
+
+def contact_point_resolution_provider(
+    registry: object | None,
+) -> ContactPointResolutionProvider | None:
+    if (
+        registry is None
+        or not hasattr(registry, "has_capability")
+        or not hasattr(registry, "capability")
+        or not registry.has_capability(CAPABILITY_ADDRESSES_CONTACT_POINT_RESOLUTION)
+    ):
+        return None
+    capability = registry.capability(CAPABILITY_ADDRESSES_CONTACT_POINT_RESOLUTION)
+    return capability if isinstance(capability, ContactPointResolutionProvider) else None
+
+
+__all__ = [
+    "CAPABILITY_ADDRESSES_CONTACT_POINT_RESOLUTION",
+    "CONTACT_POINT_CONTRACT_VERSION",
+    "ContactPointCandidate",
+    "ContactPointFallbackRule",
+    "ContactPointResolution",
+    "ContactPointResolutionProvider",
+    "ContactPointResolutionRequest",
+    "ContactPointSnapshotRef",
+    "ContactPointSourcePreview",
+    "ContactPointSourceRequest",
+    "PostalAddressFormat",
+    "contact_point_resolution_provider",
+]

src/govoplan_core/core/dataflows.py

@@ -0,0 +1,293 @@
+from __future__ import annotations
+
+from collections.abc import Mapping, Sequence
+from dataclasses import dataclass, field
+from datetime import datetime
+from typing import Protocol, runtime_checkable
+
+from govoplan_core.core.automation import AutomationInvocation
+from govoplan_core.core.events import PlatformEvent
+
+
+CAPABILITY_DATAFLOW_RUN_LIFECYCLE = "dataflow.runLifecycle"
+CAPABILITY_DATAFLOW_RUN_WORKER = "dataflow.runWorker"
+CAPABILITY_DATAFLOW_TRIGGER_DISPATCHER = "dataflow.triggerDispatcher"
+CAPABILITY_DATAFLOW_DATASET_OUTPUT = "dataflow.dataset_output"
+
+
+class DataflowRunError(ValueError):
+    """Stable base error for module-neutral Dataflow run operations."""
+
+
+class DataflowRunNotFoundError(DataflowRunError):
+    pass
+
+
+class DataflowRunConflictError(DataflowRunError):
+    pass
+
+
+class DataflowRunUnavailableError(DataflowRunError):
+    pass
+
+
+@dataclass(frozen=True, slots=True)
+class DataflowDatasetDescriptor:
+    pipeline_ref: str
+    name: str
+    revision: int
+    definition_hash: str
+    status: str
+    description: str | None = None
+    updated_at: datetime | None = None
+    parameters: Mapping[str, object] = field(default_factory=dict)
+    provenance: Mapping[str, object] = field(default_factory=dict)
+
+
+@dataclass(frozen=True, slots=True)
+class DataflowDatasetRequest:
+    pipeline_ref: str
+    revision: int
+    parameters: Mapping[str, object] = field(default_factory=dict)
+    row_limit: int = 500
+    expected_definition_hash: str | None = None
+    expected_source_fingerprints: tuple[Mapping[str, object], ...] = ()
+    run_ref: str | None = None
+
+
+@dataclass(frozen=True, slots=True)
+class DataflowDatasetResult:
+    pipeline_ref: str
+    revision: int
+    definition_hash: str
+    rows: tuple[Mapping[str, object], ...]
+    total_rows: int
+    truncated: bool
+    output_hash: str
+    executor_version: str
+    run_ref: str | None = None
+    source_fingerprints: tuple[Mapping[str, object], ...] = ()
+    diagnostics: tuple[Mapping[str, object], ...] = ()
+    generated_at: datetime | None = None
+    provenance: Mapping[str, object] = field(default_factory=dict)
+
+
+@runtime_checkable
+class DataflowDatasetOutputProvider(Protocol):
+    def list_outputs(
+        self,
+        session: object,
+        principal: object,
+        *,
+        query: str = "",
+        limit: int = 100,
+    ) -> Sequence[DataflowDatasetDescriptor]: ...
+
+    def read_output(
+        self,
+        session: object,
+        principal: object,
+        *,
+        request: DataflowDatasetRequest,
+    ) -> DataflowDatasetResult: ...
+
+
+@dataclass(frozen=True, slots=True)
+class DataflowPublicationTarget:
+    target_datasource_ref: str | None = None
+    name: str | None = None
+    source_name: str | None = None
+    description: str | None = None
+    freeze: bool = False
+    frozen_label: str | None = None
+    set_current: bool = True
+    metadata: Mapping[str, object] = field(default_factory=dict)
+
+
+@dataclass(frozen=True, slots=True)
+class DataflowRunRequest:
+    pipeline_ref: str
+    revision: int
+    idempotency_key: str
+    row_limit: int = 500
+    execution_backend: str = "auto"
+    environment: str = "development"
+    max_attempts: int = 3
+    retention_days: int = 30
+    publication: DataflowPublicationTarget | None = None
+    invocation: AutomationInvocation = field(
+        default_factory=AutomationInvocation
+    )
+
+
+@dataclass(frozen=True, slots=True)
+class DataflowRunDescriptor:
+    ref: str
+    pipeline_ref: str
+    revision: int
+    status: str
+    definition_hash: str
+    executor_version: str
+    input_row_count: int = 0
+    output_row_count: int = 0
+    output_publication_ref: str | None = None
+    output_datasource_ref: str | None = None
+    output_materialization_ref: str | None = None
+    invocation_kind: str = "manual"
+    trigger_ref: str | None = None
+    delivery_ref: str | None = None
+    error: str | None = None
+    started_at: datetime | None = None
+    finished_at: datetime | None = None
+    replayed: bool = False
+    metadata: Mapping[str, object] = field(default_factory=dict)
+
+
+@runtime_checkable
+class DataflowRunLifecycleProvider(Protocol):
+    def start_run(
+        self,
+        session: object,
+        principal: object,
+        *,
+        request: DataflowRunRequest,
+    ) -> DataflowRunDescriptor:
+        ...
+
+    def get_run(
+        self,
+        session: object,
+        principal: object,
+        *,
+        run_ref: str,
+    ) -> DataflowRunDescriptor | None:
+        ...
+
+    def cancel_run(
+        self,
+        session: object,
+        principal: object,
+        *,
+        run_ref: str,
+    ) -> DataflowRunDescriptor:
+        ...
+
+
+@runtime_checkable
+class DataflowTriggerDispatcher(Protocol):
+    def dispatch_due(
+        self,
+        session: object,
+        *,
+        tenant_id: str | None = None,
+        now: datetime | None = None,
+        limit: int = 50,
+    ) -> Mapping[str, object]:
+        ...
+
+    def ingest_event(
+        self,
+        session: object,
+        *,
+        event: PlatformEvent,
+    ) -> Mapping[str, object]:
+        ...
+
+
+@runtime_checkable
+class DataflowRunWorker(Protocol):
+    """Durable worker boundary for queued Dataflow execution.
+
+    Implementations own claim transaction boundaries so a lease is committed
+    before potentially long-running execution starts.
+    """
+
+    def dispatch_pending(
+        self,
+        session: object,
+        *,
+        tenant_id: str | None = None,
+        now: datetime | None = None,
+        limit: int = 10,
+        worker_id: str | None = None,
+    ) -> Mapping[str, object]:
+        ...
+
+    def purge_expired(
+        self,
+        session: object,
+        *,
+        tenant_id: str | None = None,
+        now: datetime | None = None,
+        limit: int = 500,
+    ) -> Mapping[str, object]:
+        ...
+
+
+def dataflow_run_lifecycle(
+    registry: object | None,
+) -> DataflowRunLifecycleProvider | None:
+    capability = _capability(registry, CAPABILITY_DATAFLOW_RUN_LIFECYCLE)
+    return capability if isinstance(capability, DataflowRunLifecycleProvider) else None
+
+
+def dataflow_run_worker(
+    registry: object | None,
+) -> DataflowRunWorker | None:
+    capability = _capability(registry, CAPABILITY_DATAFLOW_RUN_WORKER)
+    return capability if isinstance(capability, DataflowRunWorker) else None
+
+
+def dataflow_trigger_dispatcher(
+    registry: object | None,
+) -> DataflowTriggerDispatcher | None:
+    capability = _capability(registry, CAPABILITY_DATAFLOW_TRIGGER_DISPATCHER)
+    return (
+        capability
+        if isinstance(capability, DataflowTriggerDispatcher)
+        else None
+    )
+
+
+def dataflow_dataset_output(
+    registry: object | None,
+) -> DataflowDatasetOutputProvider | None:
+    capability = _capability(registry, CAPABILITY_DATAFLOW_DATASET_OUTPUT)
+    return capability if isinstance(capability, DataflowDatasetOutputProvider) else None
+
+
+def _capability(registry: object | None, name: str) -> object | None:
+    if (
+        registry is None
+        or not hasattr(registry, "has_capability")
+        or not hasattr(registry, "capability")
+        or not registry.has_capability(name)
+    ):
+        return None
+    return registry.capability(name)
+
+
+__all__ = [
+    "CAPABILITY_DATAFLOW_RUN_LIFECYCLE",
+    "CAPABILITY_DATAFLOW_RUN_WORKER",
+    "CAPABILITY_DATAFLOW_TRIGGER_DISPATCHER",
+    "CAPABILITY_DATAFLOW_DATASET_OUTPUT",
+    "DataflowDatasetDescriptor",
+    "DataflowDatasetOutputProvider",
+    "DataflowDatasetRequest",
+    "DataflowDatasetResult",
+    "DataflowPublicationTarget",
+    "DataflowRunConflictError",
+    "DataflowRunDescriptor",
+    "DataflowRunError",
+    "DataflowRunLifecycleProvider",
+    "DataflowRunNotFoundError",
+    "DataflowRunRequest",
+    "DataflowRunUnavailableError",
+    "DataflowRunWorker",
+    "DataflowTriggerDispatcher",
+    "dataflow_run_lifecycle",
+    "dataflow_run_worker",
+    "dataflow_trigger_dispatcher",
+    "dataflow_dataset_output",
+]

src/govoplan_core/core/datasources.py

@@ -0,0 +1,644 @@
+from __future__ import annotations
+
+from collections.abc import Mapping, Sequence
+from dataclasses import dataclass, field
+from datetime import datetime
+from typing import Literal, Protocol, runtime_checkable
+
+from govoplan_core.core.external_references import (
+    SOURCE_AUTHORITY_MODES,
+    SourceAuthorityMode,
+)
+from govoplan_core.core.tabular_sources import (
+    DEFAULT_PREVIEW_BYTES,
+    DEFAULT_PREVIEW_TIMEOUT_MS,
+    TabularPreviewDiagnostic,
+    TabularPushdown,
+    TabularSourceHealth,
+    TabularSourceMode,
+)
+
+
+CAPABILITY_DATASOURCE_CATALOGUE = "datasources.catalogue"
+CAPABILITY_DATASOURCE_LIFECYCLE = "datasources.lifecycle"
+CAPABILITY_DATASOURCE_PUBLICATION = "datasources.publication"
+CAPABILITY_DATASOURCE_ORIGINS = "connectors.datasourceOrigins"
+
+DatasourceMode = Literal["live", "cached", "static"]
+DatasourceKind = Literal[
+    "upload",
+    "database",
+    "http",
+    "rest",
+    "directory",
+    "file",
+    "feed",
+    "custom",
+]
+DatasourceShape = Literal["tabular", "document", "binary", "directory", "stream"]
+DatasourceConsistency = Literal["current", "live", "frozen"]
+
+
+class DatasourceError(ValueError):
+    """Stable base error for provider-neutral datasource operations."""
+
+
+class DatasourceNotFoundError(DatasourceError):
+    pass
+
+
+class DatasourceAccessError(DatasourceError):
+    pass
+
+
+class DatasourceValidationError(DatasourceError):
+    pass
+
+
+class DatasourceUnavailableError(DatasourceError):
+    pass
+
+
+@dataclass(frozen=True, slots=True)
+class DatasourceField:
+    name: str
+    data_type: str
+    nullable: bool = True
+
+
+@dataclass(frozen=True, slots=True)
+class DatasourceGovernance:
+    """Provider-neutral governance facts attached to a datasource revision."""
+
+    owner_ref: str | None = None
+    steward_ref: str | None = None
+    responsible_organization_ref: str | None = None
+    responsible_function_ref: str | None = None
+    authoritative_source_ref: str | None = None
+    authority_mode: SourceAuthorityMode = "linked_reference"
+    legal_basis_refs: tuple[str, ...] = ()
+    purposes: tuple[str, ...] = ()
+    semantic_definition: str | None = None
+    schema_owner_ref: str | None = None
+    official_keys: tuple[str, ...] = ()
+    classification: str = "internal"
+    privacy_profile_ref: str | None = None
+    retention_policy_ref: str | None = None
+    hold_refs: tuple[str, ...] = ()
+    publication_state: str = "draft"
+    transfer_agreement_ref: str | None = None
+    freshness_policy: Mapping[str, object] = field(default_factory=dict)
+    quality_policy: Mapping[str, object] = field(default_factory=dict)
+    known_limits: tuple[str, ...] = ()
+    correction_procedure_ref: str | None = None
+    affected_refs: tuple[str, ...] = ()
+    dependency_refs: tuple[str, ...] = ()
+
+    def __post_init__(self) -> None:
+        if self.authority_mode not in SOURCE_AUTHORITY_MODES:
+            raise DatasourceValidationError(
+                f"Unsupported datasource authority mode: {self.authority_mode!r}."
+            )
+        if not self.classification.strip():
+            raise DatasourceValidationError("Datasource classification is required.")
+        if not self.publication_state.strip():
+            raise DatasourceValidationError("Datasource publication state is required.")
+        for field_name in (
+            "legal_basis_refs",
+            "purposes",
+            "official_keys",
+            "hold_refs",
+            "known_limits",
+            "affected_refs",
+            "dependency_refs",
+        ):
+            values = getattr(self, field_name)
+            if any(not value.strip() for value in values):
+                raise DatasourceValidationError(
+                    f"Datasource governance {field_name} cannot contain empty values."
+                )
+            if len(values) != len(set(values)):
+                raise DatasourceValidationError(
+                    f"Datasource governance {field_name} cannot contain duplicates."
+                )
+
+    @classmethod
+    def from_mapping(cls, value: Mapping[str, object] | None) -> "DatasourceGovernance":
+        source = value or {}
+        return cls(
+            owner_ref=_optional_governance_text(source.get("owner_ref")),
+            steward_ref=_optional_governance_text(source.get("steward_ref")),
+            responsible_organization_ref=_optional_governance_text(
+                source.get("responsible_organization_ref")
+            ),
+            responsible_function_ref=_optional_governance_text(
+                source.get("responsible_function_ref")
+            ),
+            authoritative_source_ref=_optional_governance_text(
+                source.get("authoritative_source_ref")
+            ),
+            authority_mode=str(
+                source.get("authority_mode") or "linked_reference"
+            ),  # type: ignore[arg-type]
+            legal_basis_refs=_governance_texts(source.get("legal_basis_refs")),
+            purposes=_governance_texts(source.get("purposes")),
+            semantic_definition=_optional_governance_text(
+                source.get("semantic_definition")
+            ),
+            schema_owner_ref=_optional_governance_text(source.get("schema_owner_ref")),
+            official_keys=_governance_texts(source.get("official_keys")),
+            classification=str(source.get("classification") or "internal"),
+            privacy_profile_ref=_optional_governance_text(
+                source.get("privacy_profile_ref")
+            ),
+            retention_policy_ref=_optional_governance_text(
+                source.get("retention_policy_ref")
+            ),
+            hold_refs=_governance_texts(source.get("hold_refs")),
+            publication_state=str(source.get("publication_state") or "draft"),
+            transfer_agreement_ref=_optional_governance_text(
+                source.get("transfer_agreement_ref")
+            ),
+            freshness_policy=_governance_mapping(source.get("freshness_policy")),
+            quality_policy=_governance_mapping(source.get("quality_policy")),
+            known_limits=_governance_texts(source.get("known_limits")),
+            correction_procedure_ref=_optional_governance_text(
+                source.get("correction_procedure_ref")
+            ),
+            affected_refs=_governance_texts(source.get("affected_refs")),
+            dependency_refs=_governance_texts(source.get("dependency_refs")),
+        )
+
+    def to_dict(self) -> dict[str, object]:
+        return {
+            "owner_ref": self.owner_ref,
+            "steward_ref": self.steward_ref,
+            "responsible_organization_ref": self.responsible_organization_ref,
+            "responsible_function_ref": self.responsible_function_ref,
+            "authoritative_source_ref": self.authoritative_source_ref,
+            "authority_mode": self.authority_mode,
+            "legal_basis_refs": list(self.legal_basis_refs),
+            "purposes": list(self.purposes),
+            "semantic_definition": self.semantic_definition,
+            "schema_owner_ref": self.schema_owner_ref,
+            "official_keys": list(self.official_keys),
+            "classification": self.classification,
+            "privacy_profile_ref": self.privacy_profile_ref,
+            "retention_policy_ref": self.retention_policy_ref,
+            "hold_refs": list(self.hold_refs),
+            "publication_state": self.publication_state,
+            "transfer_agreement_ref": self.transfer_agreement_ref,
+            "freshness_policy": dict(self.freshness_policy),
+            "quality_policy": dict(self.quality_policy),
+            "known_limits": list(self.known_limits),
+            "correction_procedure_ref": self.correction_procedure_ref,
+            "affected_refs": list(self.affected_refs),
+            "dependency_refs": list(self.dependency_refs),
+        }
+
+
+@dataclass(frozen=True, slots=True)
+class DatasourceDescriptor:
+    ref: str
+    source_name: str
+    name: str
+    kind: DatasourceKind
+    mode: DatasourceMode
+    shape: DatasourceShape
+    status: str = "active"
+    description: str | None = None
+    provider: str | None = None
+    provider_ref: str | None = None
+    schema: tuple[DatasourceField, ...] = ()
+    schema_version: str = "1"
+    fingerprint: str = ""
+    current_materialization_ref: str | None = None
+    row_count: int | None = None
+    byte_count: int | None = None
+    updated_at: datetime | None = None
+    capabilities: tuple[str, ...] = ("read",)
+    provenance: Mapping[str, object] = field(default_factory=dict)
+    metadata: Mapping[str, object] = field(default_factory=dict)
+    governance: DatasourceGovernance = field(default_factory=DatasourceGovernance)
+
+
+@dataclass(frozen=True, slots=True)
+class DatasourceMaterialization:
+    ref: str
+    datasource_ref: str
+    revision: int
+    state: str
+    fingerprint: str
+    schema: tuple[DatasourceField, ...] = ()
+    row_count: int | None = None
+    byte_count: int | None = None
+    frozen_at: datetime | None = None
+    frozen_label: str | None = None
+    source_timestamp: datetime | None = None
+    created_at: datetime | None = None
+    provenance: Mapping[str, object] = field(default_factory=dict)
+    metadata: Mapping[str, object] = field(default_factory=dict)
+    governance: DatasourceGovernance = field(default_factory=DatasourceGovernance)
+
+
+@dataclass(frozen=True, slots=True)
+class DatasourceStage:
+    ref: str
+    name: str
+    source_name: str
+    kind: DatasourceKind
+    mode: DatasourceMode
+    shape: DatasourceShape
+    state: str
+    target_datasource_ref: str | None = None
+    fingerprint: str = ""
+    schema: tuple[DatasourceField, ...] = ()
+    row_count: int | None = None
+    byte_count: int | None = None
+    validation: Mapping[str, object] = field(default_factory=dict)
+    created_at: datetime | None = None
+    promoted_at: datetime | None = None
+    promoted_materialization_ref: str | None = None
+    provenance: Mapping[str, object] = field(default_factory=dict)
+    metadata: Mapping[str, object] = field(default_factory=dict)
+    governance: DatasourceGovernance = field(default_factory=DatasourceGovernance)
+
+
+@dataclass(frozen=True, slots=True)
+class DatasourceReadRequest:
+    datasource_ref: str
+    materialization_ref: str | None = None
+    consistency: DatasourceConsistency = "current"
+    limit: int = 250
+    offset: int = 0
+    columns: tuple[str, ...] = ()
+    expected_fingerprint: str | None = None
+    max_bytes: int = DEFAULT_PREVIEW_BYTES
+    timeout_ms: int = DEFAULT_PREVIEW_TIMEOUT_MS
+
+
+@dataclass(frozen=True, slots=True)
+class DatasourceReadResult:
+    datasource: DatasourceDescriptor
+    rows: tuple[Mapping[str, object], ...]
+    total_rows: int
+    truncated: bool
+    materialization: DatasourceMaterialization | None = None
+    returned_bytes: int = 0
+    elapsed_ms: int = 0
+    effective_row_limit: int = 0
+    effective_byte_limit: int = 0
+    effective_timeout_ms: int = 0
+    diagnostics: tuple[TabularPreviewDiagnostic, ...] = ()
+
+
+@dataclass(frozen=True, slots=True)
+class DatasourceStageInput:
+    name: str
+    source_name: str
+    kind: DatasourceKind
+    mode: DatasourceMode
+    shape: DatasourceShape
+    rows: tuple[Mapping[str, object], ...]
+    description: str | None = None
+    target_datasource_ref: str | None = None
+    provider: str | None = None
+    provider_ref: str | None = None
+    provenance: Mapping[str, object] = field(default_factory=dict)
+    metadata: Mapping[str, object] = field(default_factory=dict)
+    governance: DatasourceGovernance | None = None
+
+
+@dataclass(frozen=True, slots=True)
+class DatasourcePublicationRequest:
+    producer_module: str
+    producer_run_ref: str
+    idempotency_key: str
+    rows: tuple[Mapping[str, object], ...]
+    target_datasource_ref: str | None = None
+    name: str | None = None
+    source_name: str | None = None
+    description: str | None = None
+    freeze: bool = False
+    frozen_label: str | None = None
+    set_current: bool = True
+    source_timestamp: datetime | None = None
+    provenance: Mapping[str, object] = field(default_factory=dict)
+    metadata: Mapping[str, object] = field(default_factory=dict)
+    governance: DatasourceGovernance | None = None
+
+
+@dataclass(frozen=True, slots=True)
+class DatasourcePublicationResult:
+    ref: str
+    status: str
+    datasource: DatasourceDescriptor
+    materialization: DatasourceMaterialization
+    replayed: bool = False
+
+
+@dataclass(frozen=True, slots=True)
+class DatasourceOrigin:
+    ref: str
+    source_name: str
+    name: str
+    kind: DatasourceKind
+    shape: DatasourceShape
+    supported_modes: tuple[DatasourceMode, ...]
+    provider: str
+    description: str | None = None
+    schema: tuple[DatasourceField, ...] = ()
+    schema_version: str = "1"
+    fingerprint: str = ""
+    row_count: int | None = None
+    byte_count: int | None = None
+    updated_at: datetime | None = None
+    capabilities: tuple[str, ...] = ("read",)
+    metadata: Mapping[str, object] = field(default_factory=dict)
+    source_mode: TabularSourceMode = "cached"
+    pushdown: TabularPushdown = field(default_factory=TabularPushdown)
+    health: TabularSourceHealth = field(default_factory=TabularSourceHealth)
+
+
+@dataclass(frozen=True, slots=True)
+class DatasourceOriginReadRequest:
+    origin_ref: str
+    limit: int = 250
+    offset: int = 0
+    columns: tuple[str, ...] = ()
+    expected_fingerprint: str | None = None
+    max_bytes: int = DEFAULT_PREVIEW_BYTES
+    timeout_ms: int = DEFAULT_PREVIEW_TIMEOUT_MS
+
+
+@dataclass(frozen=True, slots=True)
+class DatasourceOriginReadResult:
+    origin: DatasourceOrigin
+    rows: tuple[Mapping[str, object], ...]
+    total_rows: int
+    truncated: bool
+    returned_bytes: int = 0
+    elapsed_ms: int = 0
+    effective_row_limit: int = 0
+    effective_byte_limit: int = 0
+    effective_timeout_ms: int = 0
+    diagnostics: tuple[TabularPreviewDiagnostic, ...] = ()
+
+
+@runtime_checkable
+class DatasourceCatalogueProvider(Protocol):
+    def list_datasources(
+        self,
+        session: object,
+        principal: object,
+        *,
+        query: str = "",
+        limit: int = 100,
+        authority_mode: str | None = None,
+        classification: str | None = None,
+        publication_state: str | None = None,
+        owner_ref: str | None = None,
+        responsible_organization_ref: str | None = None,
+        affected_ref: str | None = None,
+        dependency_ref: str | None = None,
+    ) -> Sequence[DatasourceDescriptor]:
+        ...
+
+    def get_datasource(
+        self,
+        session: object,
+        principal: object,
+        *,
+        datasource_ref: str,
+    ) -> DatasourceDescriptor | None:
+        ...
+
+    def read_datasource(
+        self,
+        session: object,
+        principal: object,
+        *,
+        request: DatasourceReadRequest,
+    ) -> DatasourceReadResult:
+        ...
+
+    def list_materializations(
+        self,
+        session: object,
+        principal: object,
+        *,
+        datasource_ref: str,
+    ) -> Sequence[DatasourceMaterialization]:
+        ...
+
+
+@runtime_checkable
+class DatasourceLifecycleProvider(Protocol):
+    def list_stages(
+        self,
+        session: object,
+        principal: object,
+        *,
+        limit: int = 100,
+    ) -> Sequence[DatasourceStage]:
+        ...
+
+    def create_stage(
+        self,
+        session: object,
+        principal: object,
+        *,
+        stage: DatasourceStageInput,
+    ) -> DatasourceStage:
+        ...
+
+    def promote_stage(
+        self,
+        session: object,
+        principal: object,
+        *,
+        stage_ref: str,
+        freeze: bool = False,
+        frozen_label: str | None = None,
+    ) -> tuple[DatasourceDescriptor, DatasourceMaterialization]:
+        ...
+
+    def register_origin(
+        self,
+        session: object,
+        principal: object,
+        *,
+        origin_ref: str,
+        name: str,
+        source_name: str,
+        mode: DatasourceMode,
+        description: str | None = None,
+        governance: DatasourceGovernance | None = None,
+    ) -> DatasourceDescriptor:
+        ...
+
+    def update_datasource_governance(
+        self,
+        session: object,
+        principal: object,
+        *,
+        datasource_ref: str,
+        governance: DatasourceGovernance,
+    ) -> DatasourceDescriptor:
+        ...
+
+    def refresh_datasource(
+        self,
+        session: object,
+        principal: object,
+        *,
+        datasource_ref: str,
+    ) -> tuple[DatasourceDescriptor, DatasourceMaterialization]:
+        ...
+
+    def freeze_datasource(
+        self,
+        session: object,
+        principal: object,
+        *,
+        datasource_ref: str,
+        label: str | None = None,
+    ) -> DatasourceMaterialization:
+        ...
+
+    def retire_datasource(
+        self,
+        session: object,
+        principal: object,
+        *,
+        datasource_ref: str,
+    ) -> DatasourceDescriptor:
+        ...
+
+
+@runtime_checkable
+class DatasourcePublicationProvider(Protocol):
+    def publish_rows(
+        self,
+        session: object,
+        principal: object,
+        *,
+        request: DatasourcePublicationRequest,
+    ) -> DatasourcePublicationResult:
+        ...
+
+
+@runtime_checkable
+class DatasourceOriginProvider(Protocol):
+    def list_origins(
+        self,
+        session: object,
+        principal: object,
+        *,
+        query: str = "",
+        limit: int = 100,
+    ) -> Sequence[DatasourceOrigin]:
+        ...
+
+    def get_origin(
+        self,
+        session: object,
+        principal: object,
+        *,
+        origin_ref: str,
+    ) -> DatasourceOrigin | None:
+        ...
+
+    def read_origin(
+        self,
+        session: object,
+        principal: object,
+        *,
+        request: DatasourceOriginReadRequest,
+    ) -> DatasourceOriginReadResult:
+        ...
+
+
+def datasource_catalogue(registry: object | None) -> DatasourceCatalogueProvider | None:
+    capability = _capability(registry, CAPABILITY_DATASOURCE_CATALOGUE)
+    return capability if isinstance(capability, DatasourceCatalogueProvider) else None
+
+
+def datasource_lifecycle(registry: object | None) -> DatasourceLifecycleProvider | None:
+    capability = _capability(registry, CAPABILITY_DATASOURCE_LIFECYCLE)
+    return capability if isinstance(capability, DatasourceLifecycleProvider) else None
+
+
+def datasource_publication(
+    registry: object | None,
+) -> DatasourcePublicationProvider | None:
+    capability = _capability(registry, CAPABILITY_DATASOURCE_PUBLICATION)
+    return capability if isinstance(capability, DatasourcePublicationProvider) else None
+
+
+def datasource_origins(registry: object | None) -> DatasourceOriginProvider | None:
+    capability = _capability(registry, CAPABILITY_DATASOURCE_ORIGINS)
+    return capability if isinstance(capability, DatasourceOriginProvider) else None
+
+
+def _capability(registry: object | None, name: str) -> object | None:
+    if (
+        registry is None
+        or not hasattr(registry, "has_capability")
+        or not hasattr(registry, "capability")
+        or not registry.has_capability(name)
+    ):
+        return None
+    return registry.capability(name)
+
+
+def _optional_governance_text(value: object) -> str | None:
+    if value is None:
+        return None
+    cleaned = str(value).strip()
+    return cleaned or None
+
+
+def _governance_texts(value: object) -> tuple[str, ...]:
+    if not isinstance(value, Sequence) or isinstance(value, (str, bytes)):
+        return ()
+    return tuple(str(item).strip() for item in value)
+
+
+def _governance_mapping(value: object) -> Mapping[str, object]:
+    if not isinstance(value, Mapping):
+        return {}
+    return {str(key): item for key, item in value.items()}
+
+
+__all__ = [
+    "CAPABILITY_DATASOURCE_CATALOGUE",
+    "CAPABILITY_DATASOURCE_LIFECYCLE",
+    "CAPABILITY_DATASOURCE_ORIGINS",
+    "DatasourceAccessError",
+    "DatasourceCatalogueProvider",
+    "DatasourceConsistency",
+    "DatasourceDescriptor",
+    "DatasourceError",
+    "DatasourceField",
+    "DatasourceGovernance",
+    "DatasourceKind",
+    "DatasourceLifecycleProvider",
+    "DatasourceMaterialization",
+    "DatasourceMode",
+    "DatasourceNotFoundError",
+    "DatasourceOrigin",
+    "DatasourceOriginProvider",
+    "DatasourceOriginReadRequest",
+    "DatasourceOriginReadResult",
+    "DatasourceReadRequest",
+    "DatasourceReadResult",
+    "DatasourceShape",
+    "DatasourceStage",
+    "DatasourceStageInput",
+    "DatasourceUnavailableError",
+    "DatasourceValidationError",
+    "datasource_catalogue",
+    "datasource_lifecycle",
+    "datasource_origins",
+]

src/govoplan_core/core/definition_graphs.py

@@ -0,0 +1,455 @@
+from __future__ import annotations
+
+from collections import deque
+from collections.abc import Mapping, Sequence
+from dataclasses import dataclass, field
+from typing import Any
+
+
+@dataclass(frozen=True, slots=True)
+class DefinitionPort:
+    id: str
+    label: str
+    required: bool = True
+    multiple: bool = False
+    minimum_connections: int = 1
+
+
+@dataclass(frozen=True, slots=True)
+class DefinitionConfigField:
+    id: str
+    label: str
+    kind: str
+    required: bool = False
+    description: str | None = None
+    options: tuple[tuple[str, str], ...] = ()
+
+
+@dataclass(frozen=True, slots=True)
+class DefinitionNodeType:
+    type: str
+    category: str
+    label: str
+    description: str
+    icon: str
+    input_ports: tuple[DefinitionPort, ...] = ()
+    output_ports: tuple[DefinitionPort, ...] = (
+        DefinitionPort(id="output", label="Output"),
+    )
+    config_fields: tuple[DefinitionConfigField, ...] = ()
+    default_config: Mapping[str, Any] = field(default_factory=dict)
+    metadata: Mapping[str, Any] = field(default_factory=dict)
+
+
+@dataclass(frozen=True, slots=True)
+class DefinitionNode:
+    id: str
+    type: str
+
+
+@dataclass(frozen=True, slots=True)
+class DefinitionEdge:
+    id: str
+    source: str
+    target: str
+    source_port: str = "output"
+    target_port: str = "input"
+
+
+@dataclass(frozen=True, slots=True)
+class DefinitionNodeCountConstraint:
+    code: str
+    label: str
+    minimum: int = 0
+    maximum: int | None = None
+    node_types: tuple[str, ...] = ()
+    type_prefixes: tuple[str, ...] = ()
+    categories: tuple[str, ...] = ()
+
+    def matches(self, node: DefinitionNode, node_type: DefinitionNodeType | None) -> bool:
+        return (
+            node.type in self.node_types
+            or any(node.type.startswith(prefix) for prefix in self.type_prefixes)
+            or node_type is not None
+            and node_type.category in self.categories
+        )
+
+
+@dataclass(frozen=True, slots=True)
+class DefinitionGraphConstraints:
+    max_nodes: int = 100
+    max_edges: int = 200
+    allow_cycles: bool = False
+    require_connected: bool = True
+    node_counts: tuple[DefinitionNodeCountConstraint, ...] = ()
+
+
+@dataclass(frozen=True, slots=True)
+class DefinitionGraphLibrary:
+    id: str
+    version: str
+    category_labels: Mapping[str, str]
+    node_types: tuple[DefinitionNodeType, ...]
+    constraints: DefinitionGraphConstraints = field(default_factory=DefinitionGraphConstraints)
+
+    def node_type(self, type_id: str) -> DefinitionNodeType | None:
+        return next((item for item in self.node_types if item.type == type_id), None)
+
+
+@dataclass(frozen=True, slots=True)
+class DefinitionDiagnostic:
+    severity: str
+    code: str
+    message: str
+    node_id: str | None = None
+    field: str | None = None
+
+
+def validate_definition_graph(
+    library: DefinitionGraphLibrary,
+    *,
+    nodes: Sequence[DefinitionNode],
+    edges: Sequence[DefinitionEdge],
+) -> tuple[DefinitionDiagnostic, ...]:
+    if not nodes:
+        return (_error("graph.empty", "Add nodes before saving the definition."),)
+    constraints = library.constraints
+    diagnostics = _graph_size_diagnostics(
+        node_count=len(nodes),
+        edge_count=len(edges),
+        constraints=constraints,
+    )
+    node_by_id = {node.id: node for node in nodes}
+    definitions: dict[str, DefinitionNodeType] = {}
+    for item in library.node_types:
+        definitions.setdefault(item.type, item)
+    diagnostics.extend(_identifier_diagnostics(nodes=nodes, edges=edges))
+    incoming, undirected, topology_edges, edge_diagnostics = (
+        _validate_definition_edges(
+            edges=edges,
+            node_by_id=node_by_id,
+            definitions=definitions,
+        )
+    )
+    diagnostics.extend(edge_diagnostics)
+    diagnostics.extend(
+        _node_port_diagnostics(
+            nodes=nodes,
+            definitions=definitions,
+            incoming=incoming,
+            library_id=library.id,
+        )
+    )
+    diagnostics.extend(
+        _node_count_diagnostics(
+            nodes=nodes,
+            definitions=definitions,
+            constraints=constraints,
+        )
+    )
+    diagnostics.extend(
+        _topology_diagnostics(
+            nodes=nodes,
+            node_by_id=node_by_id,
+            topology_edges=topology_edges,
+            undirected=undirected,
+            constraints=constraints,
+        )
+    )
+    return tuple(diagnostics)
+
+
+def _graph_size_diagnostics(
+    *,
+    node_count: int,
+    edge_count: int,
+    constraints: DefinitionGraphConstraints,
+) -> list[DefinitionDiagnostic]:
+    diagnostics: list[DefinitionDiagnostic] = []
+    if node_count > constraints.max_nodes:
+        diagnostics.append(
+            _error(
+                "graph.node_limit",
+                f"Definitions are limited to {constraints.max_nodes:,} nodes.",
+            )
+        )
+    if edge_count > constraints.max_edges:
+        diagnostics.append(
+            _error(
+                "graph.edge_limit",
+                f"Definitions are limited to {constraints.max_edges:,} edges.",
+            )
+        )
+    return diagnostics
+
+
+def _identifier_diagnostics(
+    *,
+    nodes: Sequence[DefinitionNode],
+    edges: Sequence[DefinitionEdge],
+) -> list[DefinitionDiagnostic]:
+    diagnostics: list[DefinitionDiagnostic] = []
+    if len({node.id for node in nodes}) != len(nodes):
+        diagnostics.append(_error("graph.duplicate_node", "Node identifiers must be unique."))
+    if len({edge.id for edge in edges}) != len(edges):
+        diagnostics.append(_error("graph.duplicate_edge", "Edge identifiers must be unique."))
+    return diagnostics
+
+
+def _validate_definition_edges(
+    *,
+    edges: Sequence[DefinitionEdge],
+    node_by_id: Mapping[str, DefinitionNode],
+    definitions: Mapping[str, DefinitionNodeType],
+) -> tuple[
+    dict[str, list[DefinitionEdge]],
+    dict[str, set[str]],
+    list[DefinitionEdge],
+    list[DefinitionDiagnostic],
+]:
+    incoming: dict[str, list[DefinitionEdge]] = {node_id: [] for node_id in node_by_id}
+    undirected: dict[str, set[str]] = {node_id: set() for node_id in node_by_id}
+    topology_edges: list[DefinitionEdge] = []
+    diagnostics: list[DefinitionDiagnostic] = []
+    for edge in edges:
+        structural_error = _edge_structure_diagnostic(edge, node_by_id)
+        if structural_error is not None:
+            diagnostics.append(structural_error)
+            continue
+        topology_edges.append(edge)
+        port_error = _edge_port_diagnostic(
+            edge,
+            source_definition=definitions.get(node_by_id[edge.source].type),
+            target_definition=definitions.get(node_by_id[edge.target].type),
+        )
+        if port_error is not None:
+            diagnostics.append(port_error)
+            continue
+        incoming[edge.target].append(edge)
+        undirected[edge.source].add(edge.target)
+        undirected[edge.target].add(edge.source)
+    return incoming, undirected, topology_edges, diagnostics
+
+
+def _edge_structure_diagnostic(
+    edge: DefinitionEdge,
+    node_by_id: Mapping[str, DefinitionNode],
+) -> DefinitionDiagnostic | None:
+    if edge.source not in node_by_id:
+        return _error(
+            "edge.unknown_source",
+            f"Edge {edge.id!r} references an unknown source node.",
+        )
+    if edge.target not in node_by_id:
+        return _error(
+            "edge.unknown_target",
+            f"Edge {edge.id!r} references an unknown target node.",
+        )
+    if edge.source == edge.target:
+        return _error(
+            "edge.self_reference",
+            "A node cannot connect to itself.",
+            node_id=edge.source,
+        )
+    return None
+
+
+def _edge_port_diagnostic(
+    edge: DefinitionEdge,
+    *,
+    source_definition: DefinitionNodeType | None,
+    target_definition: DefinitionNodeType | None,
+) -> DefinitionDiagnostic | None:
+    if source_definition is not None and edge.source_port not in {
+        port.id for port in source_definition.output_ports
+    }:
+        return _error(
+            "edge.unknown_source_port",
+            f"Node {edge.source!r} has no output port {edge.source_port!r}.",
+            node_id=edge.source,
+        )
+    if target_definition is not None and edge.target_port not in {
+        port.id for port in target_definition.input_ports
+    }:
+        return _error(
+            "edge.unknown_target_port",
+            f"Node {edge.target!r} has no input port {edge.target_port!r}.",
+            node_id=edge.target,
+        )
+    return None
+
+
+def _node_port_diagnostics(
+    *,
+    nodes: Sequence[DefinitionNode],
+    definitions: Mapping[str, DefinitionNodeType],
+    incoming: Mapping[str, Sequence[DefinitionEdge]],
+    library_id: str,
+) -> list[DefinitionDiagnostic]:
+    diagnostics: list[DefinitionDiagnostic] = []
+    for node in nodes:
+        definition = definitions.get(node.type)
+        if definition is None:
+            diagnostics.append(
+                _error(
+                    "node.unsupported_type",
+                    f"Node type {node.type!r} is not in the {library_id!r} library.",
+                    node_id=node.id,
+                    field="type",
+                )
+            )
+            continue
+        for port in definition.input_ports:
+            connections = [
+                edge for edge in incoming.get(node.id, ()) if edge.target_port == port.id
+            ]
+            minimum = port.minimum_connections if port.required else 0
+            if len(connections) < minimum:
+                diagnostics.append(
+                    _error(
+                        "node.input_required",
+                        (
+                            f"{definition.label} requires {minimum} "
+                            f"{port.label.lower()} connection"
+                            f"{'' if minimum == 1 else 's'}."
+                        ),
+                        node_id=node.id,
+                    )
+                )
+            if not port.multiple and len(connections) > 1:
+                diagnostics.append(
+                    _error(
+                        "node.input_multiple",
+                        f"{port.label} accepts only one connection.",
+                        node_id=node.id,
+                    )
+                )
+    return diagnostics
+
+
+def _node_count_diagnostics(
+    *,
+    nodes: Sequence[DefinitionNode],
+    definitions: Mapping[str, DefinitionNodeType],
+    constraints: DefinitionGraphConstraints,
+) -> list[DefinitionDiagnostic]:
+    diagnostics: list[DefinitionDiagnostic] = []
+    for count_constraint in constraints.node_counts:
+        count = sum(
+            count_constraint.matches(node, definitions.get(node.type))
+            for node in nodes
+        )
+        if count < count_constraint.minimum:
+            diagnostics.append(
+                _error(
+                    count_constraint.code,
+                    (
+                        f"A definition needs at least {count_constraint.minimum} "
+                        f"{count_constraint.label} node"
+                        f"{'' if count_constraint.minimum == 1 else 's'}."
+                    ),
+                )
+            )
+        if count_constraint.maximum is not None and count > count_constraint.maximum:
+            diagnostics.append(
+                _error(
+                    count_constraint.code,
+                    (
+                        f"A definition allows at most {count_constraint.maximum} "
+                        f"{count_constraint.label} node"
+                        f"{'' if count_constraint.maximum == 1 else 's'}."
+                    ),
+                )
+            )
+    return diagnostics
+
+
+def _topology_diagnostics(
+    *,
+    nodes: Sequence[DefinitionNode],
+    node_by_id: Mapping[str, DefinitionNode],
+    topology_edges: Sequence[DefinitionEdge],
+    undirected: Mapping[str, set[str]],
+    constraints: DefinitionGraphConstraints,
+) -> list[DefinitionDiagnostic]:
+    diagnostics: list[DefinitionDiagnostic] = []
+    _, cyclic = definition_topological_order(nodes, topology_edges)
+    if cyclic and not constraints.allow_cycles:
+        diagnostics.append(_error("graph.cycle", "Definition edges must form an acyclic graph."))
+    if constraints.require_connected and len(node_by_id) > 1:
+        connected = _connected_nodes(next(iter(node_by_id)), undirected)
+        if len(connected) != len(node_by_id):
+            diagnostics.append(
+                _error("graph.disconnected", "Every node must belong to one connected definition.")
+            )
+    return diagnostics
+
+
+def definition_topological_order(
+    nodes: Sequence[DefinitionNode],
+    edges: Sequence[DefinitionEdge],
+) -> tuple[tuple[str, ...], bool]:
+    node_ids = [node.id for node in nodes]
+    incoming_count = {node_id: 0 for node_id in node_ids}
+    outgoing: dict[str, list[str]] = {node_id: [] for node_id in node_ids}
+    for edge in edges:
+        if (
+            edge.source in outgoing
+            and edge.target in incoming_count
+            and edge.source != edge.target
+        ):
+            outgoing[edge.source].append(edge.target)
+            incoming_count[edge.target] += 1
+    ready = deque(node_id for node_id in node_ids if incoming_count[node_id] == 0)
+    ordered: list[str] = []
+    while ready:
+        node_id = ready.popleft()
+        ordered.append(node_id)
+        for target in outgoing[node_id]:
+            incoming_count[target] -= 1
+            if incoming_count[target] == 0:
+                ready.append(target)
+    return tuple(ordered), len(ordered) != len(node_ids)
+
+
+def _connected_nodes(start: str, adjacency: Mapping[str, set[str]]) -> set[str]:
+    seen: set[str] = set()
+    pending = [start]
+    while pending:
+        node_id = pending.pop()
+        if node_id in seen:
+            continue
+        seen.add(node_id)
+        pending.extend(adjacency.get(node_id, ()))
+    return seen
+
+
+def _error(
+    code: str,
+    message: str,
+    *,
+    node_id: str | None = None,
+    field: str | None = None,
+) -> DefinitionDiagnostic:
+    return DefinitionDiagnostic(
+        severity="error",
+        code=code,
+        message=message,
+        node_id=node_id,
+        field=field,
+    )
+
+
+__all__ = [
+    "DefinitionConfigField",
+    "DefinitionDiagnostic",
+    "DefinitionEdge",
+    "DefinitionGraphConstraints",
+    "DefinitionGraphLibrary",
+    "DefinitionNode",
+    "DefinitionNodeCountConstraint",
+    "DefinitionNodeType",
+    "DefinitionPort",
+    "definition_topological_order",
+    "validate_definition_graph",
+]

src/govoplan_core/core/distribution_lists.py

@@ -0,0 +1,402 @@
+from __future__ import annotations
+
+from collections.abc import Mapping, Sequence
+from dataclasses import dataclass, field
+from datetime import datetime
+from typing import Literal, Protocol, runtime_checkable
+
+
+CAPABILITY_DISTRIBUTION_LIST_SOURCE = "dist_lists.source"
+CAPABILITY_DISTRIBUTION_LIST_EXPAND = "dist_lists.expand"
+CAPABILITY_DISTRIBUTION_LIST_WRITER = "dist_lists.writer"
+CAPABILITY_RECIPIENT_CHANNEL_FACTS = "addresses.channel_facts"
+CAPABILITY_POLICY_DISTRIBUTION_CHANNELS = "policy.distribution_channels"
+
+DistributionDefinitionKind = Literal["static", "parameterized", "dynamic", "template"]
+DistributionEntryMode = Literal["include", "exclude", "override"]
+DistributionEntryKind = Literal[
+    "address_contact",
+    "address_list",
+    "address_email",
+    "raw_email",
+    "raw_postal_address",
+    "internal_mail",
+    "portal",
+    "idm_identity",
+    "idm_group",
+    "organization_unit",
+    "function",
+    "effective_function_incumbent",
+    "dataflow_result",
+    "distribution_list",
+]
+DistributionChannel = Literal["email", "postal", "internal_mail", "portal"]
+DistributionOutcome = Literal[
+    "usable",
+    "unresolved",
+    "invalid",
+    "suppressed",
+    "ambiguous",
+    "duplicate",
+    "policy_blocked",
+    "provider_unavailable",
+    "stale",
+]
+DistributionExplanationSeverity = Literal["info", "warning", "error"]
+
+
+class DistributionListError(ValueError):
+    """Stable base error for provider-neutral distribution-list operations."""
+
+
+class DistributionListNotFoundError(DistributionListError):
+    pass
+
+
+class DistributionListConflictError(DistributionListError):
+    pass
+
+
+class DistributionListUnavailableError(DistributionListError):
+    pass
+
+
+@dataclass(frozen=True, slots=True)
+class DistributionSourceReference:
+    provider: str
+    resource_type: str
+    resource_id: str
+    revision: str | None = None
+    fingerprint: str | None = None
+    label: str | None = None
+    metadata: Mapping[str, object] = field(default_factory=dict)
+
+
+@dataclass(frozen=True, slots=True)
+class DistributionExplanation:
+    code: str
+    message: str
+    severity: DistributionExplanationSeverity = "warning"
+    provider: str | None = None
+    source: DistributionSourceReference | None = None
+    provenance: Mapping[str, object] = field(default_factory=dict)
+
+
+@dataclass(frozen=True, slots=True)
+class DistributionParameterDefinition:
+    key: str
+    value_type: Literal[
+        "string",
+        "integer",
+        "number",
+        "boolean",
+        "date",
+        "datetime",
+        "string_list",
+    ]
+    label: str | None = None
+    required: bool = False
+    default: object | None = None
+    allowed_values: tuple[object, ...] = ()
+    minimum: float | None = None
+    maximum: float | None = None
+    pattern: str | None = None
+    description: str | None = None
+
+
+@dataclass(frozen=True, slots=True)
+class DistributionListEntryRef:
+    id: str
+    kind: DistributionEntryKind
+    mode: DistributionEntryMode
+    source: DistributionSourceReference
+    label: str | None = None
+    purpose: str | None = None
+    requested_channels: tuple[DistributionChannel, ...] = ()
+    effective_from: datetime | None = None
+    effective_until: datetime | None = None
+    order: int = 0
+    configuration: Mapping[str, object] = field(default_factory=dict)
+
+
+@dataclass(frozen=True, slots=True)
+class DistributionListSourceRef:
+    id: str
+    tenant_id: str
+    name: str
+    revision_id: str
+    revision: int
+    definition_hash: str
+    definition_kind: DistributionDefinitionKind = "static"
+    description: str | None = None
+    status: str = "active"
+    entry_count: int = 0
+    read_only: bool = False
+    stale: bool = False
+    parameters: tuple[DistributionParameterDefinition, ...] = ()
+    updated_at: datetime | None = None
+    provenance: Mapping[str, object] = field(default_factory=dict)
+    metadata: Mapping[str, object] = field(default_factory=dict)
+
+
+@dataclass(frozen=True, slots=True)
+class DistributionExpansionLimits:
+    max_entries: int = 500
+    max_results: int = 5_000
+    max_depth: int = 8
+    max_provider_results: int = 2_000
+
+
+@dataclass(frozen=True, slots=True)
+class DistributionExpansionRequest:
+    list_id: str
+    revision: int | None = None
+    effective_at: datetime | None = None
+    purpose: str | None = None
+    requested_channels: tuple[DistributionChannel, ...] = ()
+    parameters: Mapping[str, object] = field(default_factory=dict)
+    preview: bool = False
+    freeze: bool = False
+    idempotency_key: str | None = None
+    limits: DistributionExpansionLimits = field(
+        default_factory=DistributionExpansionLimits
+    )
+
+
+@dataclass(frozen=True, slots=True)
+class DistributionChannelCandidate:
+    channel: DistributionChannel
+    target: str
+    target_key: str
+    status: DistributionOutcome = "usable"
+    contact_point_id: str | None = None
+    locale: str | None = None
+    preferred: bool = False
+    reason_code: str | None = None
+    explanation: str | None = None
+    source: DistributionSourceReference | None = None
+    decision_provenance: Mapping[str, object] = field(default_factory=dict)
+
+
+@dataclass(frozen=True, slots=True)
+class DistributionRecipientRef:
+    recipient_key: str
+    display_name: str
+    status: DistributionOutcome
+    channels: tuple[DistributionChannelCandidate, ...] = ()
+    identity_id: str | None = None
+    account_id: str | None = None
+    contact_id: str | None = None
+    organization_unit_id: str | None = None
+    function_id: str | None = None
+    source_entry_ids: tuple[str, ...] = ()
+    explanations: tuple[DistributionExplanation, ...] = ()
+    attributes: Mapping[str, object] = field(default_factory=dict)
+    provenance: Mapping[str, object] = field(default_factory=dict)
+
+
+@dataclass(frozen=True, slots=True)
+class DistributionProviderEvidence:
+    provider: str
+    source: DistributionSourceReference
+    actual_revision: str | None = None
+    actual_fingerprint: str | None = None
+    stale: bool = False
+    generated_at: datetime | None = None
+    details: Mapping[str, object] = field(default_factory=dict)
+
+
+@dataclass(frozen=True, slots=True)
+class DistributionExpansionResult:
+    source: DistributionListSourceRef
+    request: DistributionExpansionRequest
+    recipients: tuple[DistributionRecipientRef, ...]
+    excluded: tuple[DistributionRecipientRef, ...] = ()
+    diagnostics: tuple[DistributionExplanation, ...] = ()
+    provider_evidence: tuple[DistributionProviderEvidence, ...] = ()
+    expansion_hash: str = ""
+    generated_at: datetime | None = None
+    snapshot_id: str | None = None
+    stale: bool = False
+    truncated: bool = False
+
+
+@dataclass(frozen=True, slots=True)
+class DistributionSnapshotRef:
+    id: str
+    tenant_id: str
+    list_id: str
+    revision_id: str
+    revision: int
+    expansion_hash: str
+    generated_at: datetime
+    effective_at: datetime
+    recipient_count: int
+    excluded_count: int
+    stale: bool
+    truncated: bool
+    request: Mapping[str, object] = field(default_factory=dict)
+    recipients: tuple[DistributionRecipientRef, ...] = ()
+    excluded: tuple[DistributionRecipientRef, ...] = ()
+    diagnostics: tuple[DistributionExplanation, ...] = ()
+    provider_evidence: tuple[DistributionProviderEvidence, ...] = ()
+    provenance: Mapping[str, object] = field(default_factory=dict)
+
+
+@dataclass(frozen=True, slots=True)
+class DistributionWriteDecision:
+    list_id: str | None
+    operation: str
+    allowed: bool
+    reason_code: str
+    explanation: str
+    read_only: bool = False
+    required_scopes: tuple[str, ...] = ()
+    provenance: Mapping[str, object] = field(default_factory=dict)
+
+
+@dataclass(frozen=True, slots=True)
+class RecipientChannelFactsRequest:
+    tenant_id: str
+    source: DistributionSourceReference
+    recipient_key: str
+    effective_at: datetime
+    purpose: str | None = None
+    requested_channels: tuple[DistributionChannel, ...] = ()
+    context: Mapping[str, object] = field(default_factory=dict)
+
+
+@dataclass(frozen=True, slots=True)
+class RecipientChannelFacts:
+    candidates: tuple[DistributionChannelCandidate, ...]
+    explanations: tuple[DistributionExplanation, ...] = ()
+    source_revision: str | None = None
+    source_fingerprint: str | None = None
+    provenance: Mapping[str, object] = field(default_factory=dict)
+
+
+@dataclass(frozen=True, slots=True)
+class DistributionChannelPolicyRequest:
+    tenant_id: str
+    list_id: str
+    purpose: str | None
+    effective_at: datetime
+    recipient: DistributionRecipientRef
+    candidate: DistributionChannelCandidate
+    context: Mapping[str, object] = field(default_factory=dict)
+
+
+@dataclass(frozen=True, slots=True)
+class DistributionChannelPolicyDecision:
+    allowed: bool
+    reason_code: str
+    explanation: str
+    source_path: tuple[Mapping[str, object], ...] = ()
+    requirements: tuple[str, ...] = ()
+    details: Mapping[str, object] = field(default_factory=dict)
+
+
+@runtime_checkable
+class DistributionListSourceProvider(Protocol):
+    def list_sources(
+        self,
+        session: object,
+        principal: object,
+        *,
+        query: str = "",
+        limit: int = 100,
+    ) -> Sequence[DistributionListSourceRef]: ...
+
+    def get_source(
+        self,
+        session: object,
+        principal: object,
+        *,
+        list_id: str,
+        revision: int | None = None,
+    ) -> DistributionListSourceRef | None: ...
+
+
+@runtime_checkable
+class DistributionListExpansionProvider(Protocol):
+    def expand(
+        self,
+        session: object,
+        principal: object,
+        *,
+        request: DistributionExpansionRequest,
+    ) -> DistributionExpansionResult: ...
+
+    def get_snapshot(
+        self,
+        session: object,
+        principal: object,
+        *,
+        snapshot_id: str,
+    ) -> DistributionSnapshotRef | None: ...
+
+
+@runtime_checkable
+class DistributionListWriter(Protocol):
+    def explain_write(
+        self,
+        session: object,
+        principal: object,
+        *,
+        list_id: str | None,
+        operation: str,
+    ) -> DistributionWriteDecision: ...
+
+
+@runtime_checkable
+class RecipientChannelFactsProvider(Protocol):
+    def resolve_channel_facts(
+        self,
+        session: object,
+        principal: object,
+        *,
+        request: RecipientChannelFactsRequest,
+    ) -> RecipientChannelFacts: ...
+
+
+@runtime_checkable
+class DistributionChannelPolicyProvider(Protocol):
+    def resolve_distribution_channel(
+        self,
+        session: object,
+        principal: object,
+        *,
+        request: DistributionChannelPolicyRequest,
+    ) -> DistributionChannelPolicyDecision: ...
+
+
+def distribution_list_source_provider(
+    registry: object | None,
+) -> DistributionListSourceProvider | None:
+    capability = _capability(registry, CAPABILITY_DISTRIBUTION_LIST_SOURCE)
+    return capability if isinstance(capability, DistributionListSourceProvider) else None
+
+
+def distribution_list_expansion_provider(
+    registry: object | None,
+) -> DistributionListExpansionProvider | None:
+    capability = _capability(registry, CAPABILITY_DISTRIBUTION_LIST_EXPAND)
+    return (
+        capability
+        if isinstance(capability, DistributionListExpansionProvider)
+        else None
+    )
+
+
+def _capability(registry: object | None, name: str) -> object | None:
+    if (
+        registry is None
+        or not hasattr(registry, "has_capability")
+        or not hasattr(registry, "capability")
+        or not registry.has_capability(name)
+    ):
+        return None
+    return registry.capability(name)
+
+
+__all__ = [name for name in globals() if name.startswith("CAPABILITY_") or name.startswith("Distribution") or name.startswith("Recipient") or name.startswith("distribution_")]

src/govoplan_core/core/events.py

@@ -1,17 +1,25 @@
 from __future__ import annotations
 
 from collections import defaultdict
-from collections.abc import Callable, Mapping
+from collections.abc import Callable, Mapping, Sequence
 from contextlib import contextmanager
 from contextvars import ContextVar
 from dataclasses import dataclass, field
 from datetime import datetime, timezone
 import re
-from typing import Any, Literal
+from typing import Any, Literal, Protocol, runtime_checkable
 import uuid
 
+from sqlalchemy import event as sqlalchemy_event
+from sqlalchemy.orm import Session
+
+from govoplan_core.core.institutional import GovernedContextEnvelope
+
 
 _TRACE_ID_RE = re.compile(r"^[A-Za-z0-9_.:-]{1,128}$")
+_CONSUMER_ID_RE = re.compile(r"^[a-z][a-z0-9_.:-]{0,127}$")
+_PENDING_EVENTS_KEY = "govoplan.pending_platform_events"
+CAPABILITY_PLATFORM_EVENT_OUTBOX = "platform.eventOutbox"
 
 
 def new_event_id() -> str:
@@ -81,6 +89,7 @@ class PlatformEvent:
     subject: EventObjectRef | None = None
     resource: EventObjectRef | None = None
     classification: EventClassification = "internal"
+    institutional_context: GovernedContextEnvelope | None = None
 
     def to_dict(self) -> dict[str, Any]:
         return {
@@ -96,10 +105,118 @@ class PlatformEvent:
             "subject": self.subject.to_dict() if self.subject else None,
             "resource": self.resource.to_dict() if self.resource else None,
             "classification": self.classification,
+            "institutional_context": (
+                self.institutional_context.to_dict()
+                if self.institutional_context is not None
+                else None
+            ),
         }
 
 
 EventHandler = Callable[[PlatformEvent], None]
+DurableEventHandler = Callable[[PlatformEvent, str], None]
+
+
+@dataclass(frozen=True, slots=True)
+class DurableEventConsumer:
+    """Allowlisted durable consumer with an explicit disclosure boundary."""
+
+    consumer_id: str
+    handler: DurableEventHandler
+    event_types: frozenset[str] = field(
+        default_factory=lambda: frozenset({"*"})
+    )
+    classifications: frozenset[EventClassification] = field(
+        default_factory=lambda: frozenset({"public", "internal"})
+    )
+    policy_decision_ref: str | None = None
+
+    def __post_init__(self) -> None:
+        if not _CONSUMER_ID_RE.fullmatch(self.consumer_id):
+            raise ValueError("Durable event consumer id is invalid")
+        if not self.event_types or any(
+            item != "*" and not _TRACE_ID_RE.fullmatch(item)
+            for item in self.event_types
+        ):
+            raise ValueError(
+                "Durable event consumers require valid event-type allowlists"
+            )
+        invalid_classifications = set(self.classifications) - {
+            "public",
+            "internal",
+            "confidential",
+            "restricted",
+        }
+        if not self.classifications or invalid_classifications:
+            raise ValueError(
+                "Durable event consumer classifications are invalid"
+            )
+        if (
+            self.classifications & {"confidential", "restricted"}
+            and not normalize_trace_id(self.policy_decision_ref)
+        ):
+            raise ValueError(
+                "Confidential or restricted event subscriptions require "
+                "an explicit policy decision reference"
+            )
+
+    def accepts(self, event: PlatformEvent) -> bool:
+        return (
+            event.classification in self.classifications
+            and (
+                "*" in self.event_types
+                or event.type in self.event_types
+            )
+        )
+
+    def delivery_key(self, event: PlatformEvent) -> str:
+        return f"{event.event_id}:{self.consumer_id}"
+
+
+@runtime_checkable
+class PlatformEventOutbox(Protocol):
+    def enqueue(self, session: object, event: PlatformEvent) -> object:
+        ...
+
+    def dispatch_pending(
+        self,
+        session: object,
+        *,
+        tenant_id: str | None = None,
+        tenantless_only: bool = False,
+        consumers: Sequence[DurableEventConsumer] = (),
+        observer: EventHandler | None = None,
+        limit: int = 100,
+    ) -> Mapping[str, int]:
+        ...
+
+    def replay_delivery(
+        self,
+        session: object,
+        *,
+        event_id: str,
+        consumer_id: str,
+        operator_id: str,
+        reason: str,
+    ) -> Mapping[str, object]:
+        ...
+
+    def purge_terminal(
+        self,
+        session: object,
+        *,
+        tenant_id: str | None = None,
+        tenantless_only: bool = False,
+        before: datetime,
+        limit: int = 500,
+    ) -> Mapping[str, int]:
+        ...
+
+    def delivery_metrics(
+        self,
+        session: object,
+    ) -> Mapping[str, object]:
+        ...
 
 
 def current_event_trace() -> EventTrace | None:
@@ -149,6 +266,7 @@ def ensure_event_trace(event: PlatformEvent) -> PlatformEvent:
         subject=event.subject,
         resource=event.resource,
         classification=event.classification,
+        institutional_context=event.institutional_context,
     )
 
 
@@ -189,5 +307,85 @@ def publish_platform_event(event: PlatformEvent) -> None:
     platform_event_bus().publish(event)
 
 
+def platform_event_outbox(
+    registry: object | None = None,
+) -> PlatformEventOutbox | None:
+    if registry is None:
+        from govoplan_core.core.runtime import get_registry
+
+        registry = get_registry()
+    if (
+        registry is None
+        or not hasattr(registry, "has_capability")
+        or not hasattr(registry, "capability")
+        or not registry.has_capability(CAPABILITY_PLATFORM_EVENT_OUTBOX)
+    ):
+        return None
+    capability = registry.capability(CAPABILITY_PLATFORM_EVENT_OUTBOX)
+    return capability if isinstance(capability, PlatformEventOutbox) else None
+
+
+def emit_platform_event(
+    session: Session,
+    event: PlatformEvent,
+    *,
+    registry: object | None = None,
+) -> None:
+    """Persist an event with its transaction or publish it after commit.
+
+    The durable outbox is optional so reduced module combinations remain
+    usable. Without it, the event is kept on the SQLAlchemy session and only
+    delivered to the process-local bus after the outer transaction commits.
+    """
+
+    traced = ensure_event_trace(event)
+    outbox = platform_event_outbox(registry)
+    if outbox is not None:
+        outbox.enqueue(session, traced)
+        return
+    transaction = (
+        session.get_nested_transaction()
+        or session.get_transaction()
+        or session.begin()
+    )
+    pending_by_transaction = session.info.setdefault(
+        _PENDING_EVENTS_KEY,
+        {},
+    )
+    pending_by_transaction.setdefault(transaction, []).append(
+        (platform_event_bus(), traced)
+    )
+
+
+@sqlalchemy_event.listens_for(Session, "after_commit")
+def _publish_committed_events(session: Session) -> None:
+    transaction = session.get_nested_transaction() or session.get_transaction()
+    if transaction is None:
+        return
+    pending_by_transaction = session.info.get(_PENDING_EVENTS_KEY)
+    if not isinstance(pending_by_transaction, dict):
+        return
+    pending = pending_by_transaction.pop(transaction, ())
+    parent = transaction.parent
+    if parent is not None:
+        pending_by_transaction.setdefault(parent, []).extend(pending)
+    else:
+        for bus, event in pending:
+            bus.publish(event)
+    if not pending_by_transaction:
+        session.info.pop(_PENDING_EVENTS_KEY, None)
+
+
+@sqlalchemy_event.listens_for(Session, "after_rollback")
+def _discard_rolled_back_events(session: Session) -> None:
+    transaction = session.get_nested_transaction() or session.get_transaction()
+    pending_by_transaction = session.info.get(_PENDING_EVENTS_KEY)
+    if transaction is None or not isinstance(pending_by_transaction, dict):
+        return
+    pending_by_transaction.pop(transaction, None)
+    if transaction.parent is None or not pending_by_transaction:
+        session.info.pop(_PENDING_EVENTS_KEY, None)
+
+
 def _compact_dict(value: Mapping[str, Any]) -> dict[str, Any]:
     return {key: item for key, item in value.items() if item is not None}

src/govoplan_core/core/external_references.py

@@ -0,0 +1,175 @@
+from __future__ import annotations
+
+from collections.abc import Mapping
+from dataclasses import dataclass, field
+from datetime import datetime
+from typing import Literal
+from urllib.parse import urlsplit
+
+
+IntegrationMaturity = Literal[
+    "discover",
+    "link",
+    "search",
+    "read",
+    "publish",
+    "synchronize",
+    "migrate",
+    "replace",
+]
+SourceAuthorityMode = Literal[
+    "native_authoritative",
+    "external_authoritative",
+    "external_mirror",
+    "governed_sync",
+    "governance_overlay",
+    "linked_reference",
+]
+
+INTEGRATION_MATURITY_ORDER: tuple[IntegrationMaturity, ...] = (
+    "discover",
+    "link",
+    "search",
+    "read",
+    "publish",
+    "synchronize",
+    "migrate",
+    "replace",
+)
+SOURCE_AUTHORITY_MODES: tuple[SourceAuthorityMode, ...] = (
+    "native_authoritative",
+    "external_authoritative",
+    "external_mirror",
+    "governed_sync",
+    "governance_overlay",
+    "linked_reference",
+)
+
+
+class ExternalReferenceValidationError(ValueError):
+    pass
+
+
+@dataclass(frozen=True, slots=True)
+class ExternalObjectReference:
+    """Stable identity and provenance for an object owned by another system."""
+
+    system: str
+    object_type: str
+    object_id: str
+    maturity: IntegrationMaturity = "link"
+    authority_mode: SourceAuthorityMode = "linked_reference"
+    connector_id: str | None = None
+    canonical_url: str | None = None
+    version: str | None = None
+    etag: str | None = None
+    observed_at: datetime | None = None
+    metadata: Mapping[str, object] = field(default_factory=dict)
+
+    def __post_init__(self) -> None:
+        for field_name in ("system", "object_type", "object_id"):
+            value = str(getattr(self, field_name) or "").strip()
+            if not value:
+                raise ExternalReferenceValidationError(
+                    f"External reference {field_name} is required."
+                )
+            if len(value) > 255:
+                raise ExternalReferenceValidationError(
+                    f"External reference {field_name} is limited to 255 characters."
+                )
+            object.__setattr__(self, field_name, value)
+        if self.maturity not in INTEGRATION_MATURITY_ORDER:
+            raise ExternalReferenceValidationError(
+                f"Unsupported integration maturity: {self.maturity!r}."
+            )
+        if self.authority_mode not in SOURCE_AUTHORITY_MODES:
+            raise ExternalReferenceValidationError(
+                f"Unsupported source-authority mode: {self.authority_mode!r}."
+            )
+        if (
+            self.authority_mode == "external_mirror"
+            and not self.supports("read")
+        ):
+            raise ExternalReferenceValidationError(
+                "External-mirror references require read maturity or higher."
+            )
+        if (
+            self.authority_mode == "governed_sync"
+            and not self.supports("synchronize")
+        ):
+            raise ExternalReferenceValidationError(
+                "Governed-sync references require synchronize maturity or higher."
+            )
+        if self.connector_id is not None:
+            connector_id = self.connector_id.strip()
+            if not connector_id:
+                raise ExternalReferenceValidationError(
+                    "External reference connector_id cannot be blank."
+                )
+            object.__setattr__(self, "connector_id", connector_id)
+        if self.canonical_url is not None:
+            object.__setattr__(
+                self,
+                "canonical_url",
+                _validated_reference_url(self.canonical_url),
+            )
+
+    @property
+    def identity_key(self) -> str:
+        return f"{self.system}:{self.object_type}:{self.object_id}"
+
+    def supports(self, maturity: IntegrationMaturity) -> bool:
+        return integration_maturity_rank(self.maturity) >= integration_maturity_rank(
+            maturity
+        )
+
+    def to_dict(self) -> dict[str, object]:
+        return {
+            "system": self.system,
+            "object_type": self.object_type,
+            "object_id": self.object_id,
+            "maturity": self.maturity,
+            "authority_mode": self.authority_mode,
+            "connector_id": self.connector_id,
+            "canonical_url": self.canonical_url,
+            "version": self.version,
+            "etag": self.etag,
+            "observed_at": (
+                self.observed_at.isoformat() if self.observed_at is not None else None
+            ),
+            "metadata": dict(self.metadata),
+        }
+
+
+def integration_maturity_rank(maturity: IntegrationMaturity) -> int:
+    try:
+        return INTEGRATION_MATURITY_ORDER.index(maturity)
+    except ValueError as exc:
+        raise ExternalReferenceValidationError(
+            f"Unsupported integration maturity: {maturity!r}."
+        ) from exc
+
+
+def _validated_reference_url(value: str) -> str:
+    normalized = value.strip()
+    parsed = urlsplit(normalized)
+    if parsed.scheme not in {"http", "https"} or not parsed.hostname:
+        raise ExternalReferenceValidationError(
+            "External reference URLs must use HTTP or HTTPS."
+        )
+    if parsed.username is not None or parsed.password is not None:
+        raise ExternalReferenceValidationError(
+            "External reference URLs must not contain credentials."
+        )
+    return normalized
+
+
+__all__ = [
+    "ExternalObjectReference",
+    "ExternalReferenceValidationError",
+    "INTEGRATION_MATURITY_ORDER",
+    "IntegrationMaturity",
+    "SOURCE_AUTHORITY_MODES",
+    "SourceAuthorityMode",
+    "integration_maturity_rank",
+]

src/govoplan_core/core/feeds.py

@@ -0,0 +1,122 @@
+from __future__ import annotations
+
+from collections.abc import Mapping
+from dataclasses import dataclass, field
+from datetime import datetime
+from typing import Literal, Protocol, runtime_checkable
+
+
+CAPABILITY_CONNECTORS_FEEDS = "connectors.feeds"
+FeedFormat = Literal["rss", "atom"]
+FeedVisibility = Literal["public", "tenant", "private"]
+
+
+class FeedCapabilityError(ValueError):
+    """Stable error raised by feed transport implementations."""
+
+
+@dataclass(frozen=True, slots=True)
+class FeedEntry:
+    id: str
+    title: str
+    url: str | None = None
+    summary: str | None = None
+    content: str | None = None
+    author: str | None = None
+    published_at: datetime | None = None
+    updated_at: datetime | None = None
+    categories: tuple[str, ...] = ()
+    enclosures: tuple[Mapping[str, object], ...] = ()
+    visibility: FeedVisibility = "public"
+    metadata: Mapping[str, object] = field(default_factory=dict)
+
+
+@dataclass(frozen=True, slots=True)
+class FeedDocument:
+    format: FeedFormat
+    title: str
+    source_url: str
+    entries: tuple[FeedEntry, ...]
+    description: str | None = None
+    home_url: str | None = None
+    language: str | None = None
+    updated_at: datetime | None = None
+    acquired_at: datetime | None = None
+    fresh_until: datetime | None = None
+    etag: str | None = None
+    last_modified: str | None = None
+    content_type: str | None = None
+    sha256: str = ""
+    metadata: Mapping[str, object] = field(default_factory=dict)
+
+
+@dataclass(frozen=True, slots=True)
+class FeedRenderRequest:
+    format: FeedFormat
+    title: str
+    feed_url: str
+    home_url: str
+    entries: tuple[FeedEntry, ...]
+    description: str | None = None
+    language: str | None = None
+    allowed_visibilities: frozenset[FeedVisibility] = frozenset({"public"})
+
+
+@dataclass(frozen=True, slots=True)
+class FeedRenderResult:
+    format: FeedFormat
+    content_type: str
+    body: bytes
+    included_entries: int
+    excluded_entries: int
+
+
+@runtime_checkable
+class FeedProvider(Protocol):
+    def fetch(
+        self,
+        url: str,
+        *,
+        timeout: float = 15,
+        max_entries: int = 2_000,
+    ) -> FeedDocument:
+        ...
+
+    def parse(
+        self,
+        content: bytes,
+        *,
+        source_url: str,
+        content_type: str | None = None,
+        max_entries: int = 2_000,
+    ) -> FeedDocument:
+        ...
+
+    def render(self, request: FeedRenderRequest) -> FeedRenderResult:
+        ...
+
+
+def feed_provider(registry: object | None) -> FeedProvider | None:
+    if (
+        registry is None
+        or not hasattr(registry, "has_capability")
+        or not hasattr(registry, "capability")
+        or not registry.has_capability(CAPABILITY_CONNECTORS_FEEDS)
+    ):
+        return None
+    provider = registry.capability(CAPABILITY_CONNECTORS_FEEDS)
+    return provider if isinstance(provider, FeedProvider) else None
+
+
+__all__ = [
+    "CAPABILITY_CONNECTORS_FEEDS",
+    "FeedCapabilityError",
+    "FeedDocument",
+    "FeedEntry",
+    "FeedFormat",
+    "FeedProvider",
+    "FeedRenderRequest",
+    "FeedRenderResult",
+    "FeedVisibility",
+    "feed_provider",
+]

src/govoplan_core/core/files.py

@@ -1,13 +1,52 @@
 from __future__ import annotations
 
+from collections.abc import Mapping
+from dataclasses import dataclass, field
 from typing import Protocol, runtime_checkable
 
 from govoplan_core.core.access import ResourceAccessExplanationProvider
 
 
 CAPABILITY_FILES_ACCESS = "files.access"
+CAPABILITY_FILES_ARTIFACT_STORE = "files.artifact_store"
+
+
+@dataclass(frozen=True, slots=True)
+class ManagedArtifactWriteRequest:
+    filename: str
+    payload: bytes
+    content_type: str
+    folder: str = "Generated"
+    description: str | None = None
+    idempotency_key: str | None = None
+    metadata: Mapping[str, object] = field(default_factory=dict)
+
+
+@dataclass(frozen=True, slots=True)
+class ManagedArtifactRef:
+    file_asset_id: str
+    file_version_id: str
+    filename: str
+    display_path: str
+    content_type: str
+    size_bytes: int
+    sha256: str
+    provenance: Mapping[str, object] = field(default_factory=dict)
 
 
 @runtime_checkable
 class FileAccessProvider(ResourceAccessExplanationProvider, Protocol):
     """Resource-level access explanation provider for Files-owned resources."""
+
+
+@runtime_checkable
+class ManagedArtifactStore(Protocol):
+    """Store generated module artifacts without exposing Files internals."""
+
+    def store_artifact(
+        self,
+        session: object,
+        principal: object,
+        *,
+        request: ManagedArtifactWriteRequest,
+    ) -> ManagedArtifactRef: ...

src/govoplan_core/core/first_admin.py

@@ -0,0 +1,532 @@
+from __future__ import annotations
+
+from dataclasses import dataclass
+from datetime import datetime, timedelta, timezone
+from enum import StrEnum
+import hashlib
+import hmac
+import json
+import re
+import secrets
+from typing import Any
+from uuid import uuid4
+
+from sqlalchemy import DateTime, ForeignKey, Integer, JSON, String, UniqueConstraint, select
+from sqlalchemy.exc import IntegrityError
+from sqlalchemy.orm import Mapped, Session, mapped_column
+
+from govoplan_core.audit.logging import audit_event
+from govoplan_core.core.access import (
+    FirstAdminProvisioner,
+    FirstAdminProvisioningError,
+    FirstSystemAdministratorRef,
+)
+from govoplan_core.db.base import Base, TimestampMixin, utcnow
+from govoplan_core.tenancy.scope import Tenant
+
+
+_TENANT_SLUG_RE = re.compile(r"^[a-z0-9]+(?:-[a-z0-9]+)*$")
+
+
+class FirstAdminEnrollmentState(StrEnum):
+    INACTIVE = "inactive"
+    ACTIVE = "active"
+    CONSUMED = "consumed"
+    REVOKED = "revoked"
+
+
+class FirstAdminEnrollmentError(RuntimeError):
+    pass
+
+
+class FirstAdminEnrollmentUnavailable(FirstAdminEnrollmentError):
+    pass
+
+
+class FirstAdminEnrollmentCredentialError(FirstAdminEnrollmentError):
+    pass
+
+
+class FirstAdminEnrollmentConflict(FirstAdminEnrollmentError):
+    pass
+
+
+class FirstAdminEnrollment(Base, TimestampMixin):
+    __tablename__ = "core_first_admin_enrollments"
+
+    installation_id: Mapped[str] = mapped_column(String(100), primary_key=True)
+    state: Mapped[str] = mapped_column(
+        String(24),
+        default=FirstAdminEnrollmentState.INACTIVE.value,
+        nullable=False,
+        index=True,
+    )
+    generation: Mapped[int] = mapped_column(Integer, default=0, nullable=False)
+    token_sha256: Mapped[str | None] = mapped_column(String(64))
+    token_fingerprint: Mapped[str | None] = mapped_column(String(16))
+    issued_at: Mapped[datetime | None] = mapped_column(DateTime(timezone=True))
+    expires_at: Mapped[datetime | None] = mapped_column(DateTime(timezone=True), index=True)
+    consumed_at: Mapped[datetime | None] = mapped_column(DateTime(timezone=True))
+    consumed_account_id: Mapped[str | None] = mapped_column(String(36))
+    consumed_membership_id: Mapped[str | None] = mapped_column(String(36))
+    consumed_tenant_id: Mapped[str | None] = mapped_column(String(36))
+    consumed_email: Mapped[str | None] = mapped_column(String(320))
+    consumed_display_name: Mapped[str | None] = mapped_column(String(255))
+    consumed_request_sha256: Mapped[str | None] = mapped_column(String(64))
+    issue_reason: Mapped[str | None] = mapped_column(String(500))
+    event_count: Mapped[int] = mapped_column(Integer, default=0, nullable=False)
+    evidence_head_sha256: Mapped[str | None] = mapped_column(String(64))
+
+
+class FirstAdminEnrollmentEvent(Base):
+    __tablename__ = "core_first_admin_enrollment_events"
+    __table_args__ = (
+        UniqueConstraint(
+            "installation_id",
+            "sequence",
+            name="uq_core_first_admin_enrollment_event_sequence",
+        ),
+    )
+
+    id: Mapped[str] = mapped_column(
+        String(36),
+        primary_key=True,
+        default=lambda: str(uuid4()),
+    )
+    installation_id: Mapped[str] = mapped_column(
+        ForeignKey(
+            "core_first_admin_enrollments.installation_id",
+            ondelete="CASCADE",
+        ),
+        nullable=False,
+        index=True,
+    )
+    sequence: Mapped[int] = mapped_column(Integer, nullable=False)
+    event_type: Mapped[str] = mapped_column(String(80), nullable=False, index=True)
+    generation: Mapped[int] = mapped_column(Integer, nullable=False)
+    evidence: Mapped[dict[str, Any]] = mapped_column(JSON, default=dict, nullable=False)
+    previous_sha256: Mapped[str | None] = mapped_column(String(64))
+    event_sha256: Mapped[str] = mapped_column(String(64), nullable=False, index=True)
+    created_at: Mapped[datetime] = mapped_column(
+        DateTime(timezone=True),
+        default=utcnow,
+        nullable=False,
+    )
+
+
+@dataclass(frozen=True, slots=True)
+class IssuedFirstAdminCredential:
+    secret: str
+    fingerprint: str
+    generation: int
+    expires_at: datetime
+
+
+@dataclass(frozen=True, slots=True)
+class FirstAdminEnrollmentStatus:
+    enrollment_required: bool
+    credential_active: bool
+    state: str
+    generation: int
+    expires_at: datetime | None
+    completed_account_id: str | None
+    readiness: dict[str, bool]
+
+
+@dataclass(frozen=True, slots=True)
+class FirstAdminEnrollmentResult:
+    administrator: FirstSystemAdministratorRef
+    replayed: bool
+
+
+def issue_first_admin_credential(
+    session: Session,
+    *,
+    installation_id: str,
+    provisioner: FirstAdminProvisioner,
+    ttl_seconds: int,
+    reason: str,
+    replace_active: bool = False,
+    now: datetime | None = None,
+) -> IssuedFirstAdminCredential:
+    current_time = _utc(now)
+    if ttl_seconds < 60 or ttl_seconds > 24 * 60 * 60:
+        raise ValueError("First-admin enrollment expiry must be between 60 seconds and 24 hours.")
+    if provisioner.has_durable_system_administrator(session):
+        raise FirstAdminEnrollmentUnavailable(
+            "A durable system administrator already exists. Bootstrap enrollment is disabled."
+        )
+
+    enrollment = _locked_enrollment(session, installation_id)
+    if (
+        enrollment.state == FirstAdminEnrollmentState.ACTIVE.value
+        and _is_future(enrollment.expires_at, current_time)
+        and not replace_active
+    ):
+        raise FirstAdminEnrollmentConflict(
+            "An unexpired first-admin credential already exists. Use the recovery command to rotate it."
+        )
+
+    secret = secrets.token_urlsafe(48)
+    token_sha256 = _secret_sha256(secret)
+    fingerprint = token_sha256[:12]
+    expires_at = current_time + timedelta(seconds=ttl_seconds)
+    generation = enrollment.generation + 1
+    if enrollment.state == FirstAdminEnrollmentState.ACTIVE.value:
+        _append_event(
+            session,
+            enrollment,
+            event_type="credential_revoked",
+            generation=enrollment.generation,
+            created_at=current_time,
+            evidence={"reason": "local_operator_recovery"},
+        )
+    enrollment.state = FirstAdminEnrollmentState.ACTIVE.value
+    enrollment.generation = generation
+    enrollment.token_sha256 = token_sha256
+    enrollment.token_fingerprint = fingerprint
+    enrollment.issued_at = current_time
+    enrollment.expires_at = expires_at
+    enrollment.consumed_at = None
+    enrollment.consumed_account_id = None
+    enrollment.consumed_membership_id = None
+    enrollment.consumed_tenant_id = None
+    enrollment.consumed_email = None
+    enrollment.consumed_display_name = None
+    enrollment.consumed_request_sha256 = None
+    enrollment.issue_reason = _bounded_reason(reason)
+    session.add(enrollment)
+    _append_event(
+        session,
+        enrollment,
+        event_type="credential_issued",
+        generation=generation,
+        created_at=current_time,
+        evidence={
+            "fingerprint": fingerprint,
+            "expires_at": expires_at.isoformat(),
+            "reason": enrollment.issue_reason,
+        },
+    )
+    audit_event(
+        session,
+        tenant_id=None,
+        scope="system",
+        action="access.first_admin_enrollment.issued",
+        object_type="first_admin_enrollment",
+        object_id=installation_id,
+        details={
+            "generation": generation,
+            "fingerprint": fingerprint,
+            "expires_at": expires_at.isoformat(),
+            "reason": enrollment.issue_reason,
+        },
+    )
+    return IssuedFirstAdminCredential(
+        secret=secret,
+        fingerprint=fingerprint,
+        generation=generation,
+        expires_at=expires_at,
+    )
+
+
+def first_admin_enrollment_status(
+    session: Session,
+    *,
+    installation_id: str,
+    provisioner: FirstAdminProvisioner,
+    now: datetime | None = None,
+) -> FirstAdminEnrollmentStatus:
+    current_time = _utc(now)
+    administrator_exists = provisioner.has_durable_system_administrator(session)
+    enrollment = session.get(FirstAdminEnrollment, installation_id)
+    state = enrollment.state if enrollment is not None else FirstAdminEnrollmentState.INACTIVE.value
+    active = bool(
+        not administrator_exists
+        and enrollment is not None
+        and state == FirstAdminEnrollmentState.ACTIVE.value
+        and enrollment.token_sha256
+        and _is_future(enrollment.expires_at, current_time)
+    )
+    if (
+        not administrator_exists
+        and enrollment is not None
+        and state == FirstAdminEnrollmentState.ACTIVE.value
+        and not active
+    ):
+        state = "expired"
+    return FirstAdminEnrollmentStatus(
+        enrollment_required=not administrator_exists,
+        credential_active=active,
+        state="completed" if administrator_exists else state,
+        generation=enrollment.generation if enrollment is not None else 0,
+        expires_at=enrollment.expires_at if enrollment is not None else None,
+        completed_account_id=(
+            enrollment.consumed_account_id if enrollment is not None else None
+        ),
+        readiness={
+            "database": True,
+            "access_capability": True,
+            "administrator_absent": not administrator_exists,
+        },
+    )
+
+
+def consume_first_admin_credential(
+    session: Session,
+    *,
+    installation_id: str,
+    provisioner: FirstAdminProvisioner,
+    secret: str,
+    email: str,
+    display_name: str | None,
+    password: str,
+    tenant_slug: str,
+    tenant_name: str,
+    now: datetime | None = None,
+) -> FirstAdminEnrollmentResult:
+    current_time = _utc(now)
+    normalized_email = email.strip().casefold()
+    clean_display_name = display_name.strip() if display_name and display_name.strip() else None
+    clean_tenant_slug = tenant_slug.strip().casefold()
+    clean_tenant_name = tenant_name.strip()
+    if not normalized_email or "@" not in normalized_email:
+        raise FirstAdminEnrollmentConflict("Enter a valid administrator email address.")
+    if len(password) < 12:
+        raise FirstAdminEnrollmentConflict("The administrator password must contain at least 12 characters.")
+    if not _TENANT_SLUG_RE.fullmatch(clean_tenant_slug):
+        raise FirstAdminEnrollmentConflict(
+            "The initial tenant slug may contain lowercase letters, numbers, and single hyphens."
+        )
+    if not clean_tenant_name:
+        raise FirstAdminEnrollmentConflict("Enter a name for the initial tenant.")
+
+    request_sha256 = _request_sha256(
+        email=normalized_email,
+        display_name=clean_display_name,
+        tenant_slug=clean_tenant_slug,
+        tenant_name=clean_tenant_name,
+    )
+    supplied_sha256 = _secret_sha256(secret)
+    enrollment = session.execute(
+        select(FirstAdminEnrollment)
+        .where(FirstAdminEnrollment.installation_id == installation_id)
+        .with_for_update()
+    ).scalar_one_or_none()
+    if enrollment is None:
+        raise FirstAdminEnrollmentCredentialError("First-admin enrollment is not active.")
+
+    if enrollment.state == FirstAdminEnrollmentState.CONSUMED.value:
+        if (
+            enrollment.token_sha256
+            and hmac.compare_digest(enrollment.token_sha256, supplied_sha256)
+            and enrollment.consumed_request_sha256 == request_sha256
+            and enrollment.consumed_account_id
+            and enrollment.consumed_email
+        ):
+            return FirstAdminEnrollmentResult(
+                administrator=FirstSystemAdministratorRef(
+                    account_id=enrollment.consumed_account_id,
+                    email=enrollment.consumed_email,
+                    display_name=enrollment.consumed_display_name,
+                    membership_id=enrollment.consumed_membership_id,
+                    tenant_id=enrollment.consumed_tenant_id,
+                ),
+                replayed=True,
+            )
+        raise FirstAdminEnrollmentCredentialError("The first-admin credential has already been used.")
+
+    if enrollment.state != FirstAdminEnrollmentState.ACTIVE.value or not enrollment.token_sha256:
+        raise FirstAdminEnrollmentCredentialError("First-admin enrollment is not active.")
+    if not _is_future(enrollment.expires_at, current_time):
+        raise FirstAdminEnrollmentCredentialError(
+            "The first-admin credential has expired. A local operator must issue a replacement."
+        )
+    if not hmac.compare_digest(enrollment.token_sha256, supplied_sha256):
+        raise FirstAdminEnrollmentCredentialError("The first-admin credential is invalid.")
+    if provisioner.has_durable_system_administrator(session):
+        raise FirstAdminEnrollmentUnavailable(
+            "A durable system administrator already exists. Bootstrap enrollment is disabled."
+        )
+
+    tenant = session.execute(
+        select(Tenant).where(Tenant.slug == clean_tenant_slug).with_for_update()
+    ).scalar_one_or_none()
+    if tenant is None:
+        tenant = Tenant(
+            slug=clean_tenant_slug,
+            name=clean_tenant_name,
+            default_locale="de",
+            settings={},
+            is_active=True,
+        )
+        session.add(tenant)
+        session.flush()
+    elif not tenant.is_active:
+        raise FirstAdminEnrollmentConflict("The selected initial tenant is inactive.")
+
+    try:
+        administrator = provisioner.create_first_system_administrator(
+            session,
+            tenant=tenant,
+            email=normalized_email,
+            display_name=clean_display_name,
+            password=password,
+        )
+    except FirstAdminProvisioningError as exc:
+        raise FirstAdminEnrollmentConflict(str(exc)) from exc
+    enrollment.state = FirstAdminEnrollmentState.CONSUMED.value
+    enrollment.consumed_at = current_time
+    enrollment.consumed_account_id = administrator.account_id
+    enrollment.consumed_membership_id = administrator.membership_id
+    enrollment.consumed_tenant_id = administrator.tenant_id
+    enrollment.consumed_email = administrator.email
+    enrollment.consumed_display_name = administrator.display_name
+    enrollment.consumed_request_sha256 = request_sha256
+    session.add(enrollment)
+    _append_event(
+        session,
+        enrollment,
+        event_type="administrator_created",
+        generation=enrollment.generation,
+        created_at=current_time,
+        evidence={
+            "account_id": administrator.account_id,
+            "membership_id": administrator.membership_id,
+            "tenant_id": administrator.tenant_id,
+            "email_sha256": hashlib.sha256(normalized_email.encode("utf-8")).hexdigest(),
+        },
+    )
+    audit_event(
+        session,
+        tenant_id=None,
+        scope="system",
+        action="access.first_admin_enrollment.completed",
+        object_type="access_account",
+        object_id=administrator.account_id,
+        details={
+            "generation": enrollment.generation,
+            "membership_id": administrator.membership_id,
+            "tenant_id": administrator.tenant_id,
+            "credential_invalidated": True,
+        },
+    )
+    return FirstAdminEnrollmentResult(administrator=administrator, replayed=False)
+
+
+def _locked_enrollment(session: Session, installation_id: str) -> FirstAdminEnrollment:
+    enrollment = session.execute(
+        select(FirstAdminEnrollment)
+        .where(FirstAdminEnrollment.installation_id == installation_id)
+        .with_for_update()
+    ).scalar_one_or_none()
+    if enrollment is not None:
+        return enrollment
+    enrollment = FirstAdminEnrollment(installation_id=installation_id)
+    try:
+        with session.begin_nested():
+            session.add(enrollment)
+            session.flush()
+    except IntegrityError:
+        enrollment = session.execute(
+            select(FirstAdminEnrollment)
+            .where(FirstAdminEnrollment.installation_id == installation_id)
+            .with_for_update()
+        ).scalar_one()
+    return enrollment
+
+
+def _append_event(
+    session: Session,
+    enrollment: FirstAdminEnrollment,
+    *,
+    event_type: str,
+    generation: int,
+    created_at: datetime,
+    evidence: dict[str, Any],
+) -> None:
+    sequence = enrollment.event_count + 1
+    payload = {
+        "installation_id": enrollment.installation_id,
+        "sequence": sequence,
+        "event_type": event_type,
+        "generation": generation,
+        "created_at": created_at.isoformat(),
+        "evidence": evidence,
+        "previous_sha256": enrollment.evidence_head_sha256,
+    }
+    event_sha256 = hashlib.sha256(
+        json.dumps(payload, sort_keys=True, separators=(",", ":")).encode("utf-8")
+    ).hexdigest()
+    session.add(
+        FirstAdminEnrollmentEvent(
+            installation_id=enrollment.installation_id,
+            sequence=sequence,
+            event_type=event_type,
+            generation=generation,
+            evidence=evidence,
+            previous_sha256=enrollment.evidence_head_sha256,
+            event_sha256=event_sha256,
+            created_at=created_at,
+        )
+    )
+    enrollment.event_count = sequence
+    enrollment.evidence_head_sha256 = event_sha256
+    session.add(enrollment)
+
+
+def _request_sha256(
+    *,
+    email: str,
+    display_name: str | None,
+    tenant_slug: str,
+    tenant_name: str,
+) -> str:
+    payload = {
+        "email": email,
+        "display_name": display_name,
+        "tenant_slug": tenant_slug,
+        "tenant_name": tenant_name,
+    }
+    return hashlib.sha256(
+        json.dumps(payload, sort_keys=True, separators=(",", ":")).encode("utf-8")
+    ).hexdigest()
+
+
+def _secret_sha256(secret: str) -> str:
+    return hashlib.sha256(secret.encode("utf-8")).hexdigest()
+
+
+def _utc(value: datetime | None) -> datetime:
+    candidate = value or datetime.now(timezone.utc)
+    if candidate.tzinfo is None:
+        return candidate.replace(tzinfo=timezone.utc)
+    return candidate.astimezone(timezone.utc)
+
+
+def _is_future(value: datetime | None, now: datetime) -> bool:
+    return value is not None and _utc(value) > now
+
+
+def _bounded_reason(value: str) -> str:
+    clean = value.strip()
+    if not clean:
+        raise ValueError("A local operator reason is required.")
+    return clean[:500]
+
+
+__all__ = [
+    "FirstAdminEnrollment",
+    "FirstAdminEnrollmentConflict",
+    "FirstAdminEnrollmentCredentialError",
+    "FirstAdminEnrollmentError",
+    "FirstAdminEnrollmentEvent",
+    "FirstAdminEnrollmentResult",
+    "FirstAdminEnrollmentState",
+    "FirstAdminEnrollmentStatus",
+    "FirstAdminEnrollmentUnavailable",
+    "IssuedFirstAdminCredential",
+    "consume_first_admin_credential",
+    "first_admin_enrollment_status",
+    "issue_first_admin_credential",
+]

src/govoplan_core/core/identity_trust.py

@@ -0,0 +1,321 @@
+from __future__ import annotations
+
+from collections.abc import Mapping
+from dataclasses import dataclass, field
+from datetime import datetime
+from typing import Literal, Protocol, runtime_checkable
+
+
+CAPABILITY_IDENTITY_TRUST_DIRECTORY = "identity_trust.directory"
+CAPABILITY_IDENTITY_TRUST_ASSURANCE = "identity_trust.assurance"
+IDENTITY_TRUST_CONTRACT_VERSION = "1"
+
+DeviceKeyPurpose = Literal["encryption", "signing", "encryption_and_signing"]
+DeviceKeyStatus = Literal["active", "revoked", "expired"]
+TrustSubjectKind = Literal[
+    "identity",
+    "account",
+    "function",
+    "postbox",
+    "external_recipient",
+]
+
+_PRIVATE_JWK_FIELDS = frozenset({"d", "p", "q", "dp", "dq", "qi", "oth", "k"})
+
+
+@dataclass(frozen=True, slots=True)
+class DeviceKeyRegistration:
+    tenant_id: str
+    identity_id: str
+    account_id: str
+    device_id: str
+    key_id: str
+    algorithm: str
+    public_jwk: Mapping[str, object]
+    purpose: DeviceKeyPurpose = "encryption"
+    assurance_level: str = "software"
+    attestation_ref: str | None = None
+    expires_at: datetime | None = None
+    idempotency_key: str = ""
+    contract_version: str = IDENTITY_TRUST_CONTRACT_VERSION
+
+    def __post_init__(self) -> None:
+        _validate_contract(self.contract_version)
+        for label, value in (
+            ("tenant id", self.tenant_id),
+            ("identity id", self.identity_id),
+            ("account id", self.account_id),
+            ("device id", self.device_id),
+            ("key id", self.key_id),
+            ("algorithm", self.algorithm),
+            ("idempotency key", self.idempotency_key),
+        ):
+            _require_text(value, label)
+        if not self.public_jwk or _PRIVATE_JWK_FIELDS & set(self.public_jwk):
+            raise ValueError("Only a bounded public JWK may be registered")
+
+
+@dataclass(frozen=True, slots=True)
+class DeviceKeyRef:
+    tenant_id: str
+    identity_id: str
+    account_id: str
+    device_id: str
+    key_id: str
+    algorithm: str
+    public_jwk: Mapping[str, object]
+    purpose: DeviceKeyPurpose
+    assurance_level: str
+    status: DeviceKeyStatus
+    epoch: int
+    registered_at: datetime
+    attestation_ref: str | None = None
+    expires_at: datetime | None = None
+    revoked_at: datetime | None = None
+    revocation_reason: str | None = None
+    provenance: Mapping[str, object] = field(default_factory=dict)
+    contract_version: str = IDENTITY_TRUST_CONTRACT_VERSION
+
+
+@dataclass(frozen=True, slots=True)
+class KeyEpochRotationRequest:
+    tenant_id: str
+    subject_kind: TrustSubjectKind
+    subject_id: str
+    reason: str
+    access_decision_ref: str
+    idempotency_key: str
+    history_policy: str = "all_retained"
+    previous_epoch: int | None = None
+    contract_version: str = IDENTITY_TRUST_CONTRACT_VERSION
+
+    def __post_init__(self) -> None:
+        _validate_contract(self.contract_version)
+        for label, value in (
+            ("tenant id", self.tenant_id),
+            ("subject id", self.subject_id),
+            ("reason", self.reason),
+            ("access decision reference", self.access_decision_ref),
+            ("idempotency key", self.idempotency_key),
+        ):
+            _require_text(value, label)
+
+
+@dataclass(frozen=True, slots=True)
+class KeyEpochRef:
+    tenant_id: str
+    subject_kind: TrustSubjectKind
+    subject_id: str
+    epoch: int
+    state: Literal["active", "superseded", "revoked"]
+    history_policy: str
+    effective_at: datetime
+    previous_epoch: int | None = None
+    reason: str | None = None
+    access_decision_ref: str | None = None
+    provenance: Mapping[str, object] = field(default_factory=dict)
+    contract_version: str = IDENTITY_TRUST_CONTRACT_VERSION
+
+
+@dataclass(frozen=True, slots=True)
+class KeyAccessRequest:
+    tenant_id: str
+    account_id: str
+    device_key_id: str
+    subject_kind: TrustSubjectKind
+    subject_id: str
+    key_epoch: int
+    access_decision_ref: str
+    purpose: str
+    requested_at: datetime
+    function_assignment_id: str | None = None
+    delegation_id: str | None = None
+    resource_ref: str | None = None
+    contract_version: str = IDENTITY_TRUST_CONTRACT_VERSION
+
+    def __post_init__(self) -> None:
+        _validate_contract(self.contract_version)
+        if self.key_epoch < 1:
+            raise ValueError("Key epoch must be positive")
+        for label, value in (
+            ("tenant id", self.tenant_id),
+            ("account id", self.account_id),
+            ("device key id", self.device_key_id),
+            ("subject id", self.subject_id),
+            ("access decision reference", self.access_decision_ref),
+            ("purpose", self.purpose),
+        ):
+            _require_text(value, label)
+
+
+@dataclass(frozen=True, slots=True)
+class KeyAccessDecision:
+    allowed: bool
+    decision_ref: str
+    reason: str
+    device_key: DeviceKeyRef | None = None
+    epoch: KeyEpochRef | None = None
+    audit_event_ref: str | None = None
+    requirements: tuple[str, ...] = ()
+    provenance: Mapping[str, object] = field(default_factory=dict)
+    contract_version: str = IDENTITY_TRUST_CONTRACT_VERSION
+
+
+@dataclass(frozen=True, slots=True)
+class AssuranceCheckRequest:
+    tenant_id: str
+    account_id: str
+    purpose: str
+    minimum_level: str
+    evidence_ref: str
+    evaluated_at: datetime
+    maximum_age_seconds: int = 300
+    device_key_id: str | None = None
+    contract_version: str = IDENTITY_TRUST_CONTRACT_VERSION
+
+    def __post_init__(self) -> None:
+        _validate_contract(self.contract_version)
+        if self.maximum_age_seconds < 1:
+            raise ValueError("Assurance maximum age must be positive")
+        for label, value in (
+            ("tenant id", self.tenant_id),
+            ("account id", self.account_id),
+            ("purpose", self.purpose),
+            ("minimum level", self.minimum_level),
+            ("evidence reference", self.evidence_ref),
+        ):
+            _require_text(value, label)
+
+
+@dataclass(frozen=True, slots=True)
+class AssuranceDecision:
+    allowed: bool
+    reason: str
+    assurance_level: str | None = None
+    evidence_ref: str | None = None
+    verified_at: datetime | None = None
+    expires_at: datetime | None = None
+    provenance: Mapping[str, object] = field(default_factory=dict)
+    contract_version: str = IDENTITY_TRUST_CONTRACT_VERSION
+
+
+@runtime_checkable
+class IdentityTrustDirectory(Protocol):
+    def register_device_key(
+        self,
+        session: object,
+        principal: object,
+        *,
+        request: DeviceKeyRegistration,
+    ) -> DeviceKeyRef: ...
+
+    def revoke_device_key(
+        self,
+        session: object,
+        principal: object,
+        *,
+        tenant_id: str,
+        key_id: str,
+        expected_epoch: int,
+        reason: str,
+    ) -> DeviceKeyRef: ...
+
+    def list_device_keys(
+        self,
+        session: object,
+        principal: object,
+        *,
+        tenant_id: str,
+        account_id: str,
+        active_only: bool = True,
+    ) -> tuple[DeviceKeyRef, ...]: ...
+
+    def rotate_epoch(
+        self,
+        session: object,
+        principal: object,
+        *,
+        request: KeyEpochRotationRequest,
+    ) -> KeyEpochRef: ...
+
+    def resolve_epoch(
+        self,
+        session: object,
+        *,
+        tenant_id: str,
+        subject_kind: TrustSubjectKind,
+        subject_id: str,
+        epoch: int | None = None,
+    ) -> KeyEpochRef | None: ...
+
+    def decide_key_access(
+        self,
+        session: object,
+        principal: object,
+        *,
+        request: KeyAccessRequest,
+    ) -> KeyAccessDecision: ...
+
+
+@runtime_checkable
+class IdentityTrustAssurance(Protocol):
+    def verify_assurance(
+        self,
+        session: object,
+        principal: object,
+        *,
+        request: AssuranceCheckRequest,
+    ) -> AssuranceDecision: ...
+
+
+def identity_trust_directory(
+    registry: object | None,
+) -> IdentityTrustDirectory | None:
+    capability = _capability(registry, CAPABILITY_IDENTITY_TRUST_DIRECTORY)
+    return capability if isinstance(capability, IdentityTrustDirectory) else None
+
+
+def identity_trust_assurance(
+    registry: object | None,
+) -> IdentityTrustAssurance | None:
+    capability = _capability(registry, CAPABILITY_IDENTITY_TRUST_ASSURANCE)
+    return capability if isinstance(capability, IdentityTrustAssurance) else None
+
+
+def _capability(registry: object | None, name: str) -> object | None:
+    if (
+        registry is None
+        or not hasattr(registry, "has_capability")
+        or not hasattr(registry, "capability")
+        or not registry.has_capability(name)
+    ):
+        return None
+    return registry.capability(name)
+
+
+def _validate_contract(value: str) -> None:
+    if value != IDENTITY_TRUST_CONTRACT_VERSION:
+        raise ValueError("Unsupported identity-trust contract version")
+
+
+def _require_text(value: str, label: str) -> None:
+    if not value.strip():
+        raise ValueError(f"{label.capitalize()} is required")
+
+
+__all__ = [
+    "AssuranceCheckRequest",
+    "AssuranceDecision",
+    "CAPABILITY_IDENTITY_TRUST_ASSURANCE",
+    "CAPABILITY_IDENTITY_TRUST_DIRECTORY",
+    "DeviceKeyRef",
+    "DeviceKeyRegistration",
+    "IdentityTrustAssurance",
+    "IdentityTrustDirectory",
+    "KeyAccessDecision",
+    "KeyAccessRequest",
+    "KeyEpochRef",
+    "KeyEpochRotationRequest",
+    "identity_trust_assurance",
+    "identity_trust_directory",
+]

src/govoplan_core/core/idm.py

@@ -1,16 +1,21 @@
 from __future__ import annotations
 
-from collections.abc import Sequence
+from collections.abc import Mapping, Sequence
-from dataclasses import dataclass
+from dataclasses import dataclass, field
 from datetime import datetime
 from typing import Literal, Protocol, runtime_checkable
 
 
 IDM_MODULE_ID = "idm"
 CAPABILITY_IDM_DIRECTORY = "idm.directory"
+CAPABILITY_IDM_FUNCTION_ASSIGNMENTS = "idm.function_assignments"
+CAPABILITY_IDM_ASSIGNMENT_LIFECYCLE = "idm.assignment_lifecycle"
+CAPABILITY_IDM_RELATIONSHIPS = "idm.relationships"
 
 IdmStatus = Literal["active", "inactive", "suspended"]
 OrganizationFunctionAssignmentSource = Literal["direct", "delegated", "acting_for", "directory", "governance", "system"]
+TypedGroupStatus = Literal["active", "inactive"]
+IdentityRelationshipStatus = Literal["active", "revoked"]
 
 
 @dataclass(frozen=True, slots=True)
@@ -30,6 +35,90 @@ class OrganizationFunctionAssignmentRef:
     status: IdmStatus = "active"
 
 
+@dataclass(frozen=True, slots=True)
+class OrganizationFunctionIncumbencyRef:
+    tenant_id: str
+    function_id: str
+    assignments: tuple[OrganizationFunctionAssignmentRef, ...] = ()
+    function_active: bool = True
+
+    @property
+    def vacant(self) -> bool:
+        return not self.assignments
+
+
+@dataclass(frozen=True, slots=True)
+class TypedGroupRef:
+    """Provider-neutral IDM group fact scoped to one tenant."""
+
+    id: str
+    tenant_id: str
+    key: str
+    name: str
+    group_type: str
+    description: str | None = None
+    status: TypedGroupStatus = "active"
+    source_provider: str = "local"
+    source_resource_type: str | None = None
+    source_resource_id: str | None = None
+    source_revision: str | None = None
+    properties: Mapping[str, object] = field(default_factory=dict)
+    provenance: Mapping[str, object] = field(default_factory=dict)
+    revision: int = 1
+
+
+@dataclass(frozen=True, slots=True)
+class IdentityRelationshipRef:
+    """An effective-dated relationship from an identity to a typed target."""
+
+    id: str
+    tenant_id: str
+    relationship_kind: str
+    subject_identity_id: str
+    target_group_id: str | None = None
+    related_identity_id: str | None = None
+    role: str | None = None
+    valid_from: datetime | None = None
+    valid_until: datetime | None = None
+    status: IdentityRelationshipStatus = "active"
+    revoked_at: datetime | None = None
+    revoked_by: str | None = None
+    revocation_reason: str | None = None
+    source_provider: str = "local"
+    source_resource_type: str | None = None
+    source_resource_id: str | None = None
+    source_revision: str | None = None
+    properties: Mapping[str, object] = field(default_factory=dict)
+    provenance: Mapping[str, object] = field(default_factory=dict)
+    revision: int = 1
+
+
+@dataclass(frozen=True, slots=True)
+class IdentityRelationshipDecisionRef:
+    relationship: IdentityRelationshipRef
+    included: bool
+    code: str
+    explanation: str
+    identity_status: IdmStatus | None = None
+
+
+@dataclass(frozen=True, slots=True)
+class TypedGroupMembershipResolutionRef:
+    group: TypedGroupRef
+    effective_at: datetime
+    decisions: tuple[IdentityRelationshipDecisionRef, ...] = ()
+
+    @property
+    def identity_ids(self) -> tuple[str, ...]:
+        return tuple(
+            dict.fromkeys(
+                item.relationship.subject_identity_id
+                for item in self.decisions
+                if item.included
+            )
+        )
+
+
 @runtime_checkable
 class IdmDirectory(Protocol):
     def get_organization_function_assignment(self, assignment_id: str) -> OrganizationFunctionAssignmentRef | None:
@@ -40,6 +129,7 @@ class IdmDirectory(Protocol):
         identity_id: str,
         *,
         tenant_id: str | None = None,
+        effective_at: datetime | None = None,
     ) -> Sequence[OrganizationFunctionAssignmentRef]:
         ...
 
@@ -48,5 +138,153 @@ class IdmDirectory(Protocol):
         account_id: str,
         *,
         tenant_id: str | None = None,
+        effective_at: datetime | None = None,
     ) -> Sequence[OrganizationFunctionAssignmentRef]:
         ...
+
+    def organization_function_assignments_for_identities(
+        self,
+        identity_ids: Sequence[str],
+        *,
+        tenant_id: str | None = None,
+        effective_at: datetime | None = None,
+    ) -> Mapping[str, Sequence[OrganizationFunctionAssignmentRef]]:
+        ...
+
+    def organization_function_assignments_for_accounts(
+        self,
+        account_ids: Sequence[str],
+        *,
+        tenant_id: str | None = None,
+        effective_at: datetime | None = None,
+    ) -> Mapping[str, Sequence[OrganizationFunctionAssignmentRef]]:
+        ...
+
+
+@runtime_checkable
+class IdmFunctionAssignmentDirectory(Protocol):
+    """Reverse lookup for effective incumbency and vacancy decisions."""
+
+    def organization_function_assignments_for_function(
+        self,
+        function_id: str,
+        *,
+        tenant_id: str | None = None,
+        effective_at: datetime | None = None,
+    ) -> Sequence[OrganizationFunctionAssignmentRef]:
+        ...
+
+    def organization_function_incumbencies(
+        self,
+        function_ids: Sequence[str],
+        *,
+        tenant_id: str,
+        effective_at: datetime | None = None,
+    ) -> Mapping[str, OrganizationFunctionIncumbencyRef]:
+        ...
+
+
+@runtime_checkable
+class IdmRelationshipDirectory(Protocol):
+    """Tenant-safe forward/reverse lookup for typed IDM relationships."""
+
+    def get_typed_group(
+        self,
+        group_id: str,
+        *,
+        tenant_id: str | None = None,
+    ) -> TypedGroupRef | None:
+        ...
+
+    def list_typed_groups(
+        self,
+        *,
+        tenant_id: str,
+        query: str | None = None,
+        group_types: Sequence[str] = (),
+        include_inactive: bool = False,
+        limit: int = 100,
+    ) -> Sequence[TypedGroupRef]:
+        ...
+
+    def identity_relationships_for_identity(
+        self,
+        identity_id: str,
+        *,
+        tenant_id: str,
+        effective_at: datetime | None = None,
+        relationship_kinds: Sequence[str] = (),
+    ) -> Sequence[IdentityRelationshipRef]:
+        ...
+
+    def identity_relationships_for_identities(
+        self,
+        identity_ids: Sequence[str],
+        *,
+        tenant_id: str,
+        effective_at: datetime | None = None,
+        relationship_kinds: Sequence[str] = (),
+    ) -> Mapping[str, Sequence[IdentityRelationshipRef]]:
+        ...
+
+    def identity_relationships_for_group(
+        self,
+        group_id: str,
+        *,
+        tenant_id: str,
+        effective_at: datetime | None = None,
+        relationship_kinds: Sequence[str] = (),
+    ) -> Sequence[IdentityRelationshipRef]:
+        ...
+
+    def identity_relationships_for_groups(
+        self,
+        group_ids: Sequence[str],
+        *,
+        tenant_id: str,
+        effective_at: datetime | None = None,
+        relationship_kinds: Sequence[str] = (),
+    ) -> Mapping[str, Sequence[IdentityRelationshipRef]]:
+        ...
+
+    def resolve_typed_group_memberships(
+        self,
+        group_ids: Sequence[str],
+        *,
+        tenant_id: str,
+        effective_at: datetime | None = None,
+        relationship_kinds: Sequence[str] = ("member",),
+    ) -> Mapping[str, TypedGroupMembershipResolutionRef]:
+        ...
+
+@runtime_checkable
+class IdmAssignmentLifecycle(Protocol):
+    """Worker boundary for time-driven function-assignment transitions."""
+
+    def process_expired(
+        self,
+        session: object,
+        *,
+        tenant_id: str | None = None,
+        effective_at: datetime | None = None,
+        limit: int = 100,
+    ) -> Mapping[str, object]:
+        ...
+
+
+def idm_assignment_lifecycle(
+    registry: object | None,
+) -> IdmAssignmentLifecycle | None:
+    if (
+        registry is None
+        or not hasattr(registry, "has_capability")
+        or not hasattr(registry, "capability")
+        or not registry.has_capability(CAPABILITY_IDM_ASSIGNMENT_LIFECYCLE)
+    ):
+        return None
+    capability = registry.capability(CAPABILITY_IDM_ASSIGNMENT_LIFECYCLE)
+    return (
+        capability
+        if isinstance(capability, IdmAssignmentLifecycle)
+        else None
+    )

src/govoplan_core/core/information_governance.py

@@ -0,0 +1,236 @@
+from __future__ import annotations
+
+from dataclasses import dataclass, field
+from typing import Literal, Mapping, cast
+
+
+InformationGovernanceAdoption = Literal[
+    "not_applicable",
+    "contract_only",
+    "partial",
+    "enforced",
+]
+
+INFORMATION_GOVERNANCE_ADOPTION_ORDER: tuple[InformationGovernanceAdoption, ...] = (
+    "not_applicable",
+    "contract_only",
+    "partial",
+    "enforced",
+)
+
+
+class InformationGovernanceDeclarationError(ValueError):
+    pass
+
+
+@dataclass(frozen=True, slots=True)
+class InformationGovernanceDimension:
+    """Truthful module-level adoption claim for one cross-cutting dimension."""
+
+    adoption: InformationGovernanceAdoption = "contract_only"
+    object_types: tuple[str, ...] = ()
+    evidence: tuple[str, ...] = ()
+    limitation: str | None = None
+
+    def __post_init__(self) -> None:
+        if self.adoption not in INFORMATION_GOVERNANCE_ADOPTION_ORDER:
+            raise InformationGovernanceDeclarationError(
+                f"Unsupported information-governance adoption: {self.adoption!r}."
+            )
+        for field_name in ("object_types", "evidence"):
+            values = getattr(self, field_name)
+            if len(values) != len(set(values)) or any(not item.strip() for item in values):
+                raise InformationGovernanceDeclarationError(
+                    f"Information-governance {field_name.replace('_', ' ')} must "
+                    "contain unique non-empty values."
+                )
+        if self.adoption == "enforced" and not self.evidence:
+            raise InformationGovernanceDeclarationError(
+                "An enforced information-governance dimension requires evidence."
+            )
+        if self.adoption in {"partial", "enforced"} and not self.object_types:
+            raise InformationGovernanceDeclarationError(
+                "Partial and enforced information-governance dimensions must "
+                "name their covered object types."
+            )
+        if self.adoption == "not_applicable" and self.object_types:
+            raise InformationGovernanceDeclarationError(
+                "A non-applicable information-governance dimension cannot declare object types."
+            )
+        if self.adoption in {"contract_only", "partial"} and not str(
+            self.limitation or ""
+        ).strip():
+            raise InformationGovernanceDeclarationError(
+                "Contract-only and partial adoption must state the current limitation."
+            )
+
+    def to_dict(self) -> dict[str, object]:
+        return {
+            "adoption": self.adoption,
+            "object_types": list(self.object_types),
+            "evidence": list(self.evidence),
+            "limitation": self.limitation,
+        }
+
+
+def _contract_only_dimension() -> InformationGovernanceDimension:
+    return InformationGovernanceDimension(
+        adoption="contract_only",
+        limitation=(
+            "The platform contract applies, but module-specific adoption evidence "
+            "has not been declared."
+        ),
+    )
+
+
+@dataclass(frozen=True, slots=True)
+class ModuleInformationGovernance:
+    """Cross-cutting data-use requirements and honest adoption evidence."""
+
+    temporal_browsing: InformationGovernanceDimension = field(
+        default_factory=_contract_only_dimension
+    )
+    purpose_aware_access: InformationGovernanceDimension = field(
+        default_factory=_contract_only_dimension
+    )
+    retention: InformationGovernanceDimension = field(
+        default_factory=_contract_only_dimension
+    )
+    institutional_context: InformationGovernanceDimension = field(
+        default_factory=_contract_only_dimension
+    )
+    current_authorization_for_historical_reads: bool = True
+    contract_version: str = "1"
+
+    def __post_init__(self) -> None:
+        if self.contract_version != "1":
+            raise InformationGovernanceDeclarationError(
+                "Unsupported module information-governance contract version."
+            )
+        if not self.current_authorization_for_historical_reads:
+            raise InformationGovernanceDeclarationError(
+                "Historical reads must always use current authorization."
+            )
+        for name, dimension in self.dimensions.items():
+            if not isinstance(dimension, InformationGovernanceDimension):
+                raise InformationGovernanceDeclarationError(
+                    f"Information-governance dimension {name!r} has an invalid value."
+                )
+
+    @property
+    def dimensions(self) -> Mapping[str, InformationGovernanceDimension]:
+        return {
+            "temporal_browsing": self.temporal_browsing,
+            "purpose_aware_access": self.purpose_aware_access,
+            "retention": self.retention,
+            "institutional_context": self.institutional_context,
+        }
+
+    def to_dict(self) -> dict[str, object]:
+        return {
+            "contract_version": self.contract_version,
+            "current_authorization_for_historical_reads": (
+                self.current_authorization_for_historical_reads
+            ),
+            "dimensions": {
+                name: dimension.to_dict()
+                for name, dimension in self.dimensions.items()
+            },
+        }
+
+
+def information_governance_from_mapping(
+    value: Mapping[str, object],
+) -> ModuleInformationGovernance:
+    raw_dimensions = value.get("dimensions")
+    if not isinstance(raw_dimensions, Mapping):
+        raise InformationGovernanceDeclarationError(
+            "Information-governance dimensions must be an object."
+        )
+
+    def dimension(name: str) -> InformationGovernanceDimension:
+        raw_dimension = raw_dimensions.get(name)
+        if not isinstance(raw_dimension, Mapping):
+            raise InformationGovernanceDeclarationError(
+                f"Information-governance dimension {name!r} must be an object."
+            )
+
+        def text_tuple(field_name: str) -> tuple[str, ...]:
+            raw_values = raw_dimension.get(field_name, ())
+            if not isinstance(raw_values, (list, tuple)):
+                raise InformationGovernanceDeclarationError(
+                    f"Information-governance {name}.{field_name} must be a list."
+                )
+            if any(not isinstance(item, str) for item in raw_values):
+                raise InformationGovernanceDeclarationError(
+                    f"Information-governance {name}.{field_name} must contain strings."
+                )
+            return tuple(raw_values)
+
+        raw_limitation = raw_dimension.get("limitation")
+        raw_adoption = raw_dimension.get("adoption") or "contract_only"
+        if not isinstance(raw_adoption, str):
+            raise InformationGovernanceDeclarationError(
+                f"Information-governance {name}.adoption must be a string."
+            )
+        if raw_limitation is not None and not isinstance(raw_limitation, str):
+            raise InformationGovernanceDeclarationError(
+                f"Information-governance {name}.limitation must be a string."
+            )
+        return InformationGovernanceDimension(
+            adoption=cast(
+                InformationGovernanceAdoption,
+                raw_adoption,
+            ),
+            object_types=text_tuple("object_types"),
+            evidence=text_tuple("evidence"),
+            limitation=raw_limitation,
+        )
+
+    current_authorization = value.get(
+        "current_authorization_for_historical_reads",
+        True,
+    )
+    if not isinstance(current_authorization, bool):
+        raise InformationGovernanceDeclarationError(
+            "current_authorization_for_historical_reads must be boolean."
+        )
+    return ModuleInformationGovernance(
+        contract_version=str(value.get("contract_version") or "1"),
+        current_authorization_for_historical_reads=current_authorization,
+        temporal_browsing=dimension("temporal_browsing"),
+        purpose_aware_access=dimension("purpose_aware_access"),
+        retention=dimension("retention"),
+        institutional_context=dimension("institutional_context"),
+    )
+
+
+def information_governance_maturity_issues(
+    declaration: ModuleInformationGovernance,
+    *,
+    maturity: str | None,
+) -> tuple[str, ...]:
+    if maturity not in {"reference_ready", "supported", "lts"}:
+        return ()
+    incomplete = [
+        name
+        for name, dimension in declaration.dimensions.items()
+        if dimension.adoption not in {"not_applicable", "enforced"}
+    ]
+    if not incomplete:
+        return ()
+    return (
+        f"Maturity {maturity!r} requires enforced or explicitly non-applicable "
+        "information governance for: " + ", ".join(incomplete),
+    )
+
+
+__all__ = [
+    "INFORMATION_GOVERNANCE_ADOPTION_ORDER",
+    "InformationGovernanceAdoption",
+    "InformationGovernanceDeclarationError",
+    "InformationGovernanceDimension",
+    "ModuleInformationGovernance",
+    "information_governance_from_mapping",
+    "information_governance_maturity_issues",
+]

src/govoplan_core/core/install_config.py

@@ -90,7 +90,9 @@ class _ConfigIssueCollector:
     def add(self, level: ConfigIssueLevel, key: str, message: str, action: str) -> None:
         if self.strict and level == "warning":
             level = "error"
-        self.issues.append(ConfigIssue(level=level, key=key, message=message, action=action))
+        self.issues.append(
+            ConfigIssue(level=level, key=key, message=message, action=action)
+        )
 
 
 _LOCAL_PROFILES = {"dev", "local", "local-dev", "test"}
@@ -120,9 +122,15 @@ def generate_master_key() -> str:
     return Fernet.generate_key().decode("ascii")
 
 
-def env_template(*, profile: str = "self-hosted", generate_secrets: bool = False) -> str:
+def env_template(
+    *, profile: str = "self-hosted", generate_secrets: bool = False
+) -> str:
     clean_profile = normalize_install_profile(profile)
-    master_key = generate_master_key() if generate_secrets else "<generate-with-govoplan-config-env-template-generate-secrets>"
+    master_key = (
+        generate_master_key()
+        if generate_secrets
+        else "<generate-with-govoplan-config-env-template-generate-secrets>"
+    )
     if clean_profile == "production-like":
         return _production_like_env_template(master_key)
     return _self_hosted_env_template(master_key)
@@ -144,14 +152,19 @@ def validate_runtime_configuration(
     _validate_async_and_auth_settings(env, runtime, collector)
     _validate_cors_settings(env, runtime, collector)
     _validate_file_storage_settings(env, runtime, collector)
+    _validate_shared_state_settings(env, collector)
     _validate_outbound_connector_policy(env, runtime, collector)
     _validate_module_catalog_trust(env, runtime, collector)
     return ConfigValidationResult(profile=runtime.name, issues=tuple(collector.issues))
 
 
 def _runtime_profile(env: Mapping[str, str], *, profile: str | None) -> _RuntimeProfile:
-    clean_profile = normalize_install_profile(profile or env.get("GOVOPLAN_INSTALL_PROFILE") or env.get("APP_ENV"))
+    clean_profile = normalize_install_profile(
-    production = clean_profile in _PRODUCTION_PROFILES or env.get("APP_ENV", "").strip().lower() in {"prod", "production"}
+        profile or env.get("GOVOPLAN_INSTALL_PROFILE") or env.get("APP_ENV")
+    )
+    production = clean_profile in _PRODUCTION_PROFILES or env.get(
+        "APP_ENV", ""
+    ).strip().lower() in {"prod", "production"}
     production_like = production or clean_profile in _PRODUCTION_LIKE_PROFILES
     return _RuntimeProfile(
         name=clean_profile,
@@ -161,103 +174,441 @@ def _runtime_profile(env: Mapping[str, str], *, profile: str | None) -> _Runtime
     )
 
 
-def _validate_app_env(env: Mapping[str, str], runtime: _RuntimeProfile, collector: _ConfigIssueCollector) -> None:
+def _validate_app_env(
+    env: Mapping[str, str], runtime: _RuntimeProfile, collector: _ConfigIssueCollector
+) -> None:
     app_env = _clean(env.get("APP_ENV"))
     if not app_env and runtime.production_like:
-        collector.add("error", "APP_ENV", "APP_ENV is missing for a production-like install.", "Set APP_ENV=staging, APP_ENV=production, or another explicit deployment profile.")
+        collector.add(
+            "error",
+            "APP_ENV",
+            "APP_ENV is missing for a production-like install.",
+            "Set APP_ENV=staging, APP_ENV=production, or another explicit deployment profile.",
+        )
     elif app_env.lower() in {"dev", "test", "local"} and runtime.production_like:
-        collector.add("error", "APP_ENV", f"APP_ENV={app_env!r} is not valid for profile {runtime.name!r}.", "Use APP_ENV=staging for production-like testing or APP_ENV=production for a real deployment.")
+        collector.add(
+            "error",
+            "APP_ENV",
+            f"APP_ENV={app_env!r} is not valid for profile {runtime.name!r}.",
+            "Use APP_ENV=staging for production-like testing or APP_ENV=production for a real deployment.",
+        )
 
 
-def _validate_database_settings(env: Mapping[str, str], runtime: _RuntimeProfile, collector: _ConfigIssueCollector) -> None:
+def _validate_database_settings(
+    env: Mapping[str, str], runtime: _RuntimeProfile, collector: _ConfigIssueCollector
+) -> None:
     database_url = _clean(env.get("DATABASE_URL"))
     if not database_url:
-        collector.add("error", "DATABASE_URL", "DATABASE_URL is missing.", "Set DATABASE_URL to the PostgreSQL SQLAlchemy URL used by the API and modules.")
+        collector.add(
+            "error",
+            "DATABASE_URL",
+            "DATABASE_URL is missing.",
+            "Set DATABASE_URL to the PostgreSQL SQLAlchemy URL used by the API and modules.",
+        )
         return
     backend = _database_backend(database_url)
     if backend is None:
-        collector.add("error", "DATABASE_URL", "DATABASE_URL is not a valid SQLAlchemy URL.", "Use a value like postgresql+psycopg://user:password@host:5432/database.")
+        collector.add(
+            "error",
+            "DATABASE_URL",
+            "DATABASE_URL is not a valid SQLAlchemy URL.",
+            "Use a value like postgresql+psycopg://user:password@host:5432/database.",
+        )
         return
     if backend == "sqlite" and runtime.production_like:
-        collector.add("error", "DATABASE_URL", "SQLite is only supported for disposable local development.", "Use PostgreSQL for production-like and self-hosted installs.")
+        collector.add(
+            "error",
+            "DATABASE_URL",
+            "SQLite is only supported for disposable local development.",
+            "Use PostgreSQL for production-like and self-hosted installs.",
+        )
     elif backend != "postgresql" and runtime.production:
-        collector.add("warning", "DATABASE_URL", f"Database backend {backend!r} is not the preferred production target.", "Use PostgreSQL unless this deployment has an explicit support decision.")
+        collector.add(
+            "warning",
+            "DATABASE_URL",
+            f"Database backend {backend!r} is not the preferred production target.",
+            "Use PostgreSQL unless this deployment has an explicit support decision.",
+        )
     if backend == "postgresql" and not _clean(env.get("GOVOPLAN_DATABASE_URL_PGTOOLS")):
-        collector.add("warning", "GOVOPLAN_DATABASE_URL_PGTOOLS", "PostgreSQL backup/restore tools URL is missing.", "Set GOVOPLAN_DATABASE_URL_PGTOOLS to the same database without the SQLAlchemy driver marker, for example postgresql://user:password@host:5432/database.")
+        collector.add(
+            "warning",
+            "GOVOPLAN_DATABASE_URL_PGTOOLS",
+            "PostgreSQL backup/restore tools URL is missing.",
+            "Set GOVOPLAN_DATABASE_URL_PGTOOLS to the same database without the SQLAlchemy driver marker, for example postgresql://user:password@host:5432/database.",
+        )
 
 
-def _validate_master_key(env: Mapping[str, str], runtime: _RuntimeProfile, collector: _ConfigIssueCollector) -> None:
+def _validate_master_key(
+    env: Mapping[str, str], runtime: _RuntimeProfile, collector: _ConfigIssueCollector
+) -> None:
     master_key = _clean(env.get("MASTER_KEY_B64"))
     if not master_key and not runtime.local:
-        collector.add("error", "MASTER_KEY_B64", "MASTER_KEY_B64 is required outside local dev/test.", "Generate a Fernet key with `govoplan-config env-template --generate-secrets` or `python -c 'from cryptography.fernet import Fernet; print(Fernet.generate_key().decode())'` and store it in deployment secrets.")
+        collector.add(
+            "error",
+            "MASTER_KEY_B64",
+            "MASTER_KEY_B64 is required outside local dev/test.",
+            "Generate a Fernet key with `govoplan-config env-template --generate-secrets` or `python -c 'from cryptography.fernet import Fernet; print(Fernet.generate_key().decode())'` and store it in deployment secrets.",
+        )
         return
     if not master_key:
         return
     error = _master_key_error(master_key)
     if error:
-        collector.add("error", "MASTER_KEY_B64", error, "Replace MASTER_KEY_B64 with a Fernet key or base64-encoded 32-byte key.")
+        collector.add(
+            "error",
+            "MASTER_KEY_B64",
+            error,
+            "Replace MASTER_KEY_B64 with a Fernet key or base64-encoded 32-byte key.",
+        )
     elif "change-me" in master_key.lower() or "generate" in master_key.lower():
-        collector.add("error", "MASTER_KEY_B64", "MASTER_KEY_B64 still looks like a placeholder.", "Generate a real deployment key and store it outside git.")
+        collector.add(
+            "error",
+            "MASTER_KEY_B64",
+            "MASTER_KEY_B64 still looks like a placeholder.",
+            "Generate a real deployment key and store it outside git.",
+        )
 
 
-def _validate_enabled_modules(env: Mapping[str, str], runtime: _RuntimeProfile, collector: _ConfigIssueCollector) -> None:
+def _validate_enabled_modules(
+    env: Mapping[str, str], runtime: _RuntimeProfile, collector: _ConfigIssueCollector
+) -> None:
     enabled_modules = _csv(env.get("ENABLED_MODULES"))
     if not enabled_modules and runtime.production_like:
-        collector.add("error", "ENABLED_MODULES", "ENABLED_MODULES is missing.", "Set ENABLED_MODULES explicitly so startup module composition is intentional.")
+        collector.add(
+            "error",
+            "ENABLED_MODULES",
+            "ENABLED_MODULES is missing.",
+            "Set ENABLED_MODULES explicitly so startup module composition is intentional.",
+        )
     elif "access" not in enabled_modules and runtime.production_like:
-        collector.add("error", "ENABLED_MODULES", "The access module is not enabled.", "Include `access` unless this deployment has a replacement auth/principal provider.")
+        collector.add(
+            "error",
+            "ENABLED_MODULES",
+            "The access module is not enabled.",
+            "Include `access` unless this deployment has a replacement auth/principal provider.",
+        )
     elif enabled_modules and "admin" not in enabled_modules and runtime.production_like:
-        collector.add("warning", "ENABLED_MODULES", "The admin module is not enabled.", "Keep `admin` enabled for operator UI unless this is a deliberately headless install.")
+        collector.add(
+            "warning",
+            "ENABLED_MODULES",
+            "The admin module is not enabled.",
+            "Keep `admin` enabled for operator UI unless this is a deliberately headless install.",
+        )
 
 
-def _validate_async_and_auth_settings(env: Mapping[str, str], runtime: _RuntimeProfile, collector: _ConfigIssueCollector) -> None:
+def _validate_async_and_auth_settings(
+    env: Mapping[str, str], runtime: _RuntimeProfile, collector: _ConfigIssueCollector
+) -> None:
     if _truthy(env.get("CELERY_ENABLED")) and not _clean(env.get("REDIS_URL")):
-        collector.add("error", "REDIS_URL", "CELERY_ENABLED=true but REDIS_URL is missing.", "Set REDIS_URL to the Redis broker/result backend used by workers.")
+        collector.add(
+            "error",
+            "REDIS_URL",
+            "CELERY_ENABLED=true but REDIS_URL is missing.",
+            "Set REDIS_URL to the Redis broker/result backend used by workers.",
+        )
     if runtime.production and _truthy(env.get("DEV_BOOTSTRAP_ENABLED")):
-        collector.add("error", "DEV_BOOTSTRAP_ENABLED", "Development bootstrap is enabled in production.", "Set DEV_BOOTSTRAP_ENABLED=false and create first administrators through the controlled bootstrap path.")
+        collector.add(
+            "error",
+            "DEV_BOOTSTRAP_ENABLED",
+            "Development bootstrap is enabled in production.",
+            "Set DEV_BOOTSTRAP_ENABLED=false and create first administrators through the controlled bootstrap path.",
+        )
     if runtime.production and not _truthy(env.get("AUTH_COOKIE_SECURE")):
-        collector.add("error", "AUTH_COOKIE_SECURE", "Secure auth cookies are disabled for production.", "Set AUTH_COOKIE_SECURE=true behind HTTPS.")
+        collector.add(
+            "error",
+            "AUTH_COOKIE_SECURE",
+            "Secure auth cookies are disabled for production.",
+            "Set AUTH_COOKIE_SECURE=true behind HTTPS.",
+        )
 
 
-def _validate_cors_settings(env: Mapping[str, str], runtime: _RuntimeProfile, collector: _ConfigIssueCollector) -> None:
+def _validate_cors_settings(
+    env: Mapping[str, str], runtime: _RuntimeProfile, collector: _ConfigIssueCollector
+) -> None:
     cors_origins = _csv(env.get("CORS_ORIGINS"))
     if runtime.production_like and not cors_origins:
-        collector.add("error", "CORS_ORIGINS", "CORS_ORIGINS is missing.", "Set CORS_ORIGINS to the exact WebUI origin or origins.")
+        collector.add(
+            "error",
+            "CORS_ORIGINS",
+            "CORS_ORIGINS is missing.",
+            "Set CORS_ORIGINS to the exact WebUI origin or origins.",
+        )
     elif "*" in cors_origins and runtime.production_like:
-        collector.add("error", "CORS_ORIGINS", "Wildcard CORS is not allowed for production-like installs.", "Replace `*` with exact HTTPS/WebUI origins.")
+        collector.add(
+            "error",
+            "CORS_ORIGINS",
+            "Wildcard CORS is not allowed for production-like installs.",
+            "Replace `*` with exact HTTPS/WebUI origins.",
+        )
     elif runtime.production and set(cors_origins) <= _DEFAULT_LOCAL_CORS:
-        collector.add("warning", "CORS_ORIGINS", "CORS_ORIGINS still contains only local development origins.", "Set CORS_ORIGINS to the deployed WebUI origin.")
+        collector.add(
+            "warning",
+            "CORS_ORIGINS",
+            "CORS_ORIGINS still contains only local development origins.",
+            "Set CORS_ORIGINS to the deployed WebUI origin.",
+        )
     trusted_hosts = _csv(env.get("GOVOPLAN_TRUSTED_HOSTS"))
     if runtime.production_like and not trusted_hosts:
-        collector.add("error", "GOVOPLAN_TRUSTED_HOSTS", "Trusted HTTP hosts are not configured.", "Set GOVOPLAN_TRUSTED_HOSTS to the exact API host names accepted by this deployment.")
+        collector.add(
+            "error",
+            "GOVOPLAN_TRUSTED_HOSTS",
+            "Trusted HTTP hosts are not configured.",
+            "Set GOVOPLAN_TRUSTED_HOSTS to the exact API host names accepted by this deployment.",
+        )
     elif "*" in trusted_hosts and runtime.production_like:
-        collector.add("error", "GOVOPLAN_TRUSTED_HOSTS", "Wildcard trusted hosts are not allowed for production-like installs.", "Replace `*` with exact host names or narrowly scoped `*.example.org` entries.")
+        collector.add(
+            "error",
+            "GOVOPLAN_TRUSTED_HOSTS",
+            "Wildcard trusted hosts are not allowed for production-like installs.",
+            "Replace `*` with exact host names or narrowly scoped `*.example.org` entries.",
+        )
     forwarded_allow_ips = _csv(env.get("FORWARDED_ALLOW_IPS"))
     if runtime.production_like and "*" in forwarded_allow_ips:
-        collector.add("error", "FORWARDED_ALLOW_IPS", "Proxy headers must not be trusted from every address.", "Set FORWARDED_ALLOW_IPS to the reverse proxy address or network passed to Uvicorn.")
+        collector.add(
+            "error",
+            "FORWARDED_ALLOW_IPS",
+            "Proxy headers must not be trusted from every address.",
+            "Set FORWARDED_ALLOW_IPS to the reverse proxy address or network passed to Uvicorn.",
+        )
 
 
-def _validate_file_storage_settings(env: Mapping[str, str], runtime: _RuntimeProfile, collector: _ConfigIssueCollector) -> None:
+def _validate_file_storage_settings(
+    env: Mapping[str, str], runtime: _RuntimeProfile, collector: _ConfigIssueCollector
+) -> None:
     storage_backend = _clean(env.get("FILE_STORAGE_BACKEND")) or "local"
+    deployment_managed_raw = _clean(
+        env.get("FILE_STORAGE_S3_DEPLOYMENT_MANAGED")
+    ).lower()
+    endpoint_trusted_raw = _clean(env.get("FILE_STORAGE_S3_ENDPOINT_TRUSTED")).lower()
+    if deployment_managed_raw and deployment_managed_raw not in {
+        "true",
+        "false",
+        "1",
+        "0",
+        "yes",
+        "no",
+        "on",
+        "off",
+    }:
+        collector.add(
+            "error",
+            "FILE_STORAGE_S3_DEPLOYMENT_MANAGED",
+            "Managed S3 trust must be an explicit boolean.",
+            "Set FILE_STORAGE_S3_DEPLOYMENT_MANAGED=false, or let the supported installer manage Garage.",
+        )
+    deployment_managed = _truthy(deployment_managed_raw)
+    if endpoint_trusted_raw and endpoint_trusted_raw not in {
+        "true",
+        "false",
+        "1",
+        "0",
+        "yes",
+        "no",
+        "on",
+        "off",
+    }:
+        collector.add(
+            "error",
+            "FILE_STORAGE_S3_ENDPOINT_TRUSTED",
+            "External S3 endpoint trust must be an explicit boolean.",
+            "Set it only for a deployment-controlled HTTPS storage origin.",
+        )
+    endpoint_trusted = _truthy(endpoint_trusted_raw)
     if storage_backend == "local":
+        if deployment_managed or endpoint_trusted:
+            collector.add(
+                "error",
+                "FILE_STORAGE_S3_ENDPOINT_TRUSTED",
+                "S3 endpoint trust cannot be enabled for local file storage.",
+                "Disable both S3 trust settings while FILE_STORAGE_BACKEND=local.",
+            )
         _validate_local_file_storage(env, runtime, collector)
     elif storage_backend == "s3":
-        _validate_s3_file_storage(env, collector)
+        _validate_s3_file_storage(
+            env,
+            collector,
+            deployment_managed=deployment_managed,
+            endpoint_trusted=endpoint_trusted,
+        )
     else:
-        collector.add("error", "FILE_STORAGE_BACKEND", f"Unsupported FILE_STORAGE_BACKEND={storage_backend!r}.", "Use `local` or `s3`.")
+        collector.add(
+            "error",
+            "FILE_STORAGE_BACKEND",
+            f"Unsupported FILE_STORAGE_BACKEND={storage_backend!r}.",
+            "Use `local` or `s3`.",
+        )
 
 
-def _validate_local_file_storage(env: Mapping[str, str], runtime: _RuntimeProfile, collector: _ConfigIssueCollector) -> None:
+def _validate_local_file_storage(
+    env: Mapping[str, str], runtime: _RuntimeProfile, collector: _ConfigIssueCollector
+) -> None:
     if not _clean(env.get("FILE_STORAGE_LOCAL_ROOT")) and runtime.production_like:
-        collector.add("error", "FILE_STORAGE_LOCAL_ROOT", "Local file storage root is missing.", "Set FILE_STORAGE_LOCAL_ROOT to a durable, backed-up path.")
+        collector.add(
+            "error",
+            "FILE_STORAGE_LOCAL_ROOT",
+            "Local file storage root is missing.",
+            "Set FILE_STORAGE_LOCAL_ROOT to a durable, backed-up path.",
+        )
     elif runtime.production:
-        collector.add("warning", "FILE_STORAGE_BACKEND", "Production is configured for local file storage.", "Confirm the path is durable and backed up, or use object storage once the deployment needs independent file scaling.")
+        collector.add(
+            "warning",
+            "FILE_STORAGE_BACKEND",
+            "Production is configured for local file storage.",
+            "Confirm the path is durable and backed up, or use object storage once the deployment needs independent file scaling.",
+        )
 
 
-def _validate_s3_file_storage(env: Mapping[str, str], collector: _ConfigIssueCollector) -> None:
+def _validate_s3_file_storage(
-    for key in ("FILE_STORAGE_S3_ENDPOINT_URL", "FILE_STORAGE_S3_REGION", "FILE_STORAGE_S3_ACCESS_KEY_ID", "FILE_STORAGE_S3_SECRET_ACCESS_KEY", "FILE_STORAGE_S3_BUCKET"):
+    env: Mapping[str, str],
+    collector: _ConfigIssueCollector,
+    *,
+    deployment_managed: bool,
+    endpoint_trusted: bool,
+) -> None:
+    for key in (
+        "FILE_STORAGE_S3_ENDPOINT_URL",
+        "FILE_STORAGE_S3_REGION",
+        "FILE_STORAGE_S3_ACCESS_KEY_ID",
+        "FILE_STORAGE_S3_SECRET_ACCESS_KEY",
+        "FILE_STORAGE_S3_BUCKET",
+    ):
         if not _clean(env.get(key)):
-            collector.add("error", key, f"{key} is required when FILE_STORAGE_BACKEND=s3.", "Configure all FILE_STORAGE_S3_* settings through deployment secrets.")
+            collector.add(
+                "error",
+                key,
+                f"{key} is required when FILE_STORAGE_BACKEND=s3.",
+                "Configure all FILE_STORAGE_S3_* settings through deployment secrets.",
+            )
+    if (
+        deployment_managed
+        and _clean(env.get("FILE_STORAGE_S3_ENDPOINT_URL")) != "http://garage:3900"
+    ):
+        collector.add(
+            "error",
+            "FILE_STORAGE_S3_ENDPOINT_URL",
+            "Installer-managed S3 trust is restricted to http://garage:3900.",
+            "Use the exact managed Garage endpoint or disable FILE_STORAGE_S3_DEPLOYMENT_MANAGED.",
+        )
+    if deployment_managed and endpoint_trusted:
+        collector.add(
+            "error",
+            "FILE_STORAGE_S3_ENDPOINT_TRUSTED",
+            "Managed Garage trust and external endpoint trust are mutually exclusive.",
+            "Use installer-managed Garage trust or one explicit external endpoint.",
+        )
+    if not deployment_managed and not endpoint_trusted:
+        collector.add(
+            "error",
+            "FILE_STORAGE_S3_ENDPOINT_TRUSTED",
+            "External S3 storage requires an explicit deployment trust decision.",
+            "Set FILE_STORAGE_S3_ENDPOINT_TRUSTED=true only for a deployment-controlled HTTPS origin.",
+        )
+    endpoint = _clean(env.get("FILE_STORAGE_S3_ENDPOINT_URL"))
+    if endpoint_trusted and not endpoint.lower().startswith("https://"):
+        collector.add(
+            "error",
+            "FILE_STORAGE_S3_ENDPOINT_URL",
+            "Deployment-trusted external S3 storage must use HTTPS.",
+            "Use an HTTPS storage origin with certificate verification.",
+        )
+
+
+def _validate_shared_state_settings(
+    env: Mapping[str, str],
+    collector: _ConfigIssueCollector,
+) -> None:
+    state_profile = (_clean(env.get("GOVOPLAN_STATE_PROFILE")) or "local").lower()
+    if state_profile not in {"local", "host-shared", "shared"}:
+        collector.add(
+            "error",
+            "GOVOPLAN_STATE_PROFILE",
+            f"Unsupported state profile {state_profile!r}.",
+            "Use `local` for one process per role, `host-shared` for one Compose host, or `shared` for a multi-host stateless tier.",
+        )
+        return
+    try:
+        api_replicas = int(_clean(env.get("GOVOPLAN_EXPECTED_API_REPLICAS")) or "1")
+        worker_replicas = int(
+            _clean(env.get("GOVOPLAN_EXPECTED_WORKER_REPLICAS")) or "0"
+        )
+    except ValueError:
+        collector.add(
+            "error",
+            "GOVOPLAN_EXPECTED_API_REPLICAS",
+            "Expected replica counts must be integers.",
+            "Set GOVOPLAN_EXPECTED_API_REPLICAS and GOVOPLAN_EXPECTED_WORKER_REPLICAS to non-negative integers.",
+        )
+        return
+    if api_replicas < 1 or worker_replicas < 0:
+        collector.add(
+            "error",
+            "GOVOPLAN_EXPECTED_API_REPLICAS",
+            "Expected replica counts are outside their supported range.",
+            "Configure at least one API replica and zero or more worker replicas.",
+        )
+    if state_profile == "local":
+        if api_replicas > 1 or worker_replicas > 1:
+            collector.add(
+                "error",
+                "GOVOPLAN_STATE_PROFILE",
+                "A local-state profile cannot safely run replicated API or worker nodes.",
+                "Use `host-shared` with one shared host volume, or `shared` with PostgreSQL, Redis, and S3-compatible object storage.",
+            )
+        return
+    installation_id = _clean(env.get("GOVOPLAN_INSTALLATION_ID"))
+    if not installation_id or (
+        state_profile == "shared" and installation_id == "govoplan-local"
+    ):
+        collector.add(
+            "error",
+            "GOVOPLAN_INSTALLATION_ID",
+            "Shared-state deployments require a stable installation identifier.",
+            "Set one immutable deployment-wide GOVOPLAN_INSTALLATION_ID on every node.",
+        )
+    if _database_backend(_clean(env.get("DATABASE_URL"))) != "postgresql":
+        collector.add(
+            "error",
+            "DATABASE_URL",
+            "Shared-state deployments require PostgreSQL.",
+            "Point every API, scheduler, and worker node at the same logical PostgreSQL service.",
+        )
+    if not _clean(env.get("REDIS_URL")):
+        collector.add(
+            "error",
+            "REDIS_URL",
+            "Shared-state deployments require a common Redis service.",
+            "Configure the same Redis endpoint for all API and worker nodes.",
+        )
+    if (
+        state_profile == "shared"
+        and (_clean(env.get("FILE_STORAGE_BACKEND")) or "local").lower() != "s3"
+    ):
+        collector.add(
+            "error",
+            "FILE_STORAGE_BACKEND",
+            "Shared-state deployments cannot use node-local object storage.",
+            "Set FILE_STORAGE_BACKEND=s3 and configure one shared S3-compatible bucket.",
+        )
+    try:
+        heartbeat = int(_clean(env.get("GOVOPLAN_RUNTIME_HEARTBEAT_SECONDS")) or "15")
+        stale_after = int(
+            _clean(env.get("GOVOPLAN_RUNTIME_STALE_AFTER_SECONDS")) or "60"
+        )
+    except ValueError:
+        collector.add(
+            "error",
+            "GOVOPLAN_RUNTIME_HEARTBEAT_SECONDS",
+            "Runtime heartbeat and stale intervals must be integers.",
+            "Use a heartbeat interval shorter than one third of the stale interval.",
+        )
+    else:
+        if heartbeat < 2 or stale_after < max(10, heartbeat * 3):
+            collector.add(
+                "error",
+                "GOVOPLAN_RUNTIME_STALE_AFTER_SECONDS",
+                "Runtime stale detection leaves insufficient room for missed heartbeats.",
+                "Set stale-after to at least three heartbeat intervals and at least ten seconds.",
+            )
 
 
 def _validate_outbound_connector_policy(
@@ -265,8 +616,19 @@ def _validate_outbound_connector_policy(
     runtime: _RuntimeProfile,
     collector: _ConfigIssueCollector,
 ) -> None:
-    private_networks = _clean(env.get("GOVOPLAN_CONNECTOR_ALLOW_PRIVATE_NETWORKS")).lower()
+    private_networks = _clean(
-    if runtime.production_like and private_networks not in {"true", "false", "1", "0", "yes", "no", "on", "off"}:
+        env.get("GOVOPLAN_CONNECTOR_ALLOW_PRIVATE_NETWORKS")
+    ).lower()
+    if runtime.production_like and private_networks not in {
+        "true",
+        "false",
+        "1",
+        "0",
+        "yes",
+        "no",
+        "on",
+        "off",
+    }:
         collector.add(
             "error",
             "GOVOPLAN_CONNECTOR_ALLOW_PRIVATE_NETWORKS",
@@ -286,13 +648,21 @@ def _validate_outbound_connector_policy(
         except ValueError:
             parsed = 0
         if parsed <= 0:
-            collector.add("error", key, f"{key} must be a positive byte count.", "Use a positive integer byte limit.")
+            collector.add(
+                "error",
+                key,
+                f"{key} must be a positive byte count.",
+                "Use a positive integer byte limit.",
+            )
     secret_env_names = [
         item.strip()
         for item in env.get("GOVOPLAN_CONNECTOR_SECRET_ENV_ALLOWLIST", "").split(",")
         if item.strip()
     ]
-    if any(re.fullmatch(r"[A-Za-z_][A-Za-z0-9_]*", item) is None for item in secret_env_names):
+    if any(
+        re.fullmatch(r"[A-Za-z_][A-Za-z0-9_]*", item) is None
+        for item in secret_env_names
+    ):
         collector.add(
             "error",
             "GOVOPLAN_CONNECTOR_SECRET_ENV_ALLOWLIST",
@@ -313,14 +683,28 @@ def _validate_outbound_connector_policy(
         )
 
 
-def _validate_module_catalog_trust(env: Mapping[str, str], runtime: _RuntimeProfile, collector: _ConfigIssueCollector) -> None:
+def _validate_module_catalog_trust(
-    catalog_source = _clean(env.get("GOVOPLAN_MODULE_PACKAGE_CATALOG_URL")) or _clean(env.get("GOVOPLAN_MODULE_PACKAGE_CATALOG"))
+    env: Mapping[str, str], runtime: _RuntimeProfile, collector: _ConfigIssueCollector
+) -> None:
+    catalog_source = _clean(env.get("GOVOPLAN_MODULE_PACKAGE_CATALOG_URL")) or _clean(
+        env.get("GOVOPLAN_MODULE_PACKAGE_CATALOG")
+    )
     if not runtime.production or not catalog_source:
         return
     if not _clean(env.get("GOVOPLAN_MODULE_PACKAGE_CATALOG_TRUSTED_KEYS_FILE")):
-        collector.add("error", "GOVOPLAN_MODULE_PACKAGE_CATALOG_TRUSTED_KEYS_FILE", "A module catalog source is configured without a trusted keyring file.", "Pin the published GovOPlaN catalog keyring locally and set GOVOPLAN_MODULE_PACKAGE_CATALOG_TRUSTED_KEYS_FILE.")
+        collector.add(
+            "error",
+            "GOVOPLAN_MODULE_PACKAGE_CATALOG_TRUSTED_KEYS_FILE",
+            "A module catalog source is configured without a trusted keyring file.",
+            "Pin the published GovOPlaN catalog keyring locally and set GOVOPLAN_MODULE_PACKAGE_CATALOG_TRUSTED_KEYS_FILE.",
+        )
     if not _clean(env.get("GOVOPLAN_MODULE_PACKAGE_CATALOG_APPROVED_CHANNEL")):
-        collector.add("error", "GOVOPLAN_MODULE_PACKAGE_CATALOG_APPROVED_CHANNEL", "A module catalog source is configured without an approved release channel.", "Set GOVOPLAN_MODULE_PACKAGE_CATALOG_APPROVED_CHANNEL=stable or another approved deployment channel.")
+        collector.add(
+            "error",
+            "GOVOPLAN_MODULE_PACKAGE_CATALOG_APPROVED_CHANNEL",
+            "A module catalog source is configured without an approved release channel.",
+            "Set GOVOPLAN_MODULE_PACKAGE_CATALOG_APPROVED_CHANNEL=stable or another approved deployment channel.",
+        )
 
 
 def _self_hosted_env_template(master_key: str) -> str:
@@ -329,6 +713,13 @@ def _self_hosted_env_template(master_key: str) -> str:
 
 APP_ENV=production
 GOVOPLAN_INSTALL_PROFILE=self-hosted
+GOVOPLAN_INSTALLATION_ID=govoplan-production
+GOVOPLAN_STATE_PROFILE=local
+GOVOPLAN_RUNTIME_ROLE=api
+GOVOPLAN_RUNTIME_HEARTBEAT_SECONDS=15
+GOVOPLAN_RUNTIME_STALE_AFTER_SECONDS=60
+GOVOPLAN_EXPECTED_API_REPLICAS=1
+GOVOPLAN_EXPECTED_WORKER_REPLICAS=1
 MASTER_KEY_B64={master_key}
 
 DATABASE_URL=postgresql+psycopg://govoplan:change-me@127.0.0.1:5432/govoplan
@@ -338,8 +729,10 @@ ENABLED_MODULES=tenancy,organizations,identity,access,admin,dashboard,policy,aud
 
 CELERY_ENABLED=true
 REDIS_URL=redis://127.0.0.1:6379/0
-CELERY_QUEUES=send_email,append_sent,notifications,calendar,default
+CELERY_QUEUES=send_email,append_sent,notifications,mail,calendar,dataflow,workflow,postbox,events,idm,default
 CALENDAR_OUTBOX_TERMINAL_RETENTION_DAYS=90
+PLATFORM_EVENT_OUTBOX_MAX_ATTEMPTS=8
+PLATFORM_EVENT_OUTBOX_TERMINAL_RETENTION_DAYS=90
 SCHEDULING_CANCELLATION_NOTICE_DAYS=30
 
 # Deployment-wide connector egress policy. Enable private networks only when
@@ -371,6 +764,12 @@ AUTH_COOKIE_DOMAIN=
 FILE_STORAGE_BACKEND=local
 FILE_STORAGE_LOCAL_ROOT=/var/lib/govoplan/files
 FILE_STORAGE_LOCAL_FALLBACK_ROOTS=
+FILE_STORAGE_S3_DEPLOYMENT_MANAGED=false
+FILE_STORAGE_S3_ENDPOINT_TRUSTED=false
+FILE_ARCHIVE_MAX_ENTRIES=10000
+FILE_ARCHIVE_MAX_EXPANDED_BYTES=2147483648
+FILE_ARCHIVE_MAX_EXPANSION_RATIO=100
+FILE_ARCHIVE_PREVIEW_TTL_SECONDS=1800
 
 DEV_AUTO_MIGRATE_ENABLED=false
 DEV_BOOTSTRAP_ENABLED=false
@@ -388,6 +787,13 @@ def _production_like_env_template(master_key: str) -> str:
 
 APP_ENV=staging
 GOVOPLAN_INSTALL_PROFILE=production-like
+GOVOPLAN_INSTALLATION_ID=govoplan-production-like
+GOVOPLAN_STATE_PROFILE=local
+GOVOPLAN_RUNTIME_ROLE=api
+GOVOPLAN_RUNTIME_HEARTBEAT_SECONDS=15
+GOVOPLAN_RUNTIME_STALE_AFTER_SECONDS=60
+GOVOPLAN_EXPECTED_API_REPLICAS=1
+GOVOPLAN_EXPECTED_WORKER_REPLICAS=1
 MASTER_KEY_B64={master_key}
 
 GOVOPLAN_PRODUCTION_LIKE_POSTGRES_DB=govoplan
@@ -404,8 +810,10 @@ DATABASE_URL=postgresql+psycopg://govoplan:govoplan-dev@127.0.0.1:55433/govoplan
 GOVOPLAN_DATABASE_URL_PGTOOLS=postgresql://govoplan:govoplan-dev@127.0.0.1:55433/govoplan
 REDIS_URL=redis://127.0.0.1:56379/0
 CELERY_ENABLED=true
-CELERY_QUEUES=send_email,append_sent,notifications,calendar,default
+CELERY_QUEUES=send_email,append_sent,notifications,mail,calendar,dataflow,workflow,postbox,events,idm,default
 CALENDAR_OUTBOX_TERMINAL_RETENTION_DAYS=90
+PLATFORM_EVENT_OUTBOX_MAX_ATTEMPTS=8
+PLATFORM_EVENT_OUTBOX_TERMINAL_RETENTION_DAYS=90
 SCHEDULING_CANCELLATION_NOTICE_DAYS=30
 
 GOVOPLAN_CONNECTOR_ALLOW_PRIVATE_NETWORKS=true
@@ -429,6 +837,12 @@ FORWARDED_ALLOW_IPS=127.0.0.1
 AUTH_COOKIE_SECURE=false
 FILE_STORAGE_BACKEND=local
 FILE_STORAGE_LOCAL_ROOT=runtime/production-like/files
+FILE_STORAGE_S3_DEPLOYMENT_MANAGED=false
+FILE_STORAGE_S3_ENDPOINT_TRUSTED=false
+FILE_ARCHIVE_MAX_ENTRIES=10000
+FILE_ARCHIVE_MAX_EXPANDED_BYTES=2147483648
+FILE_ARCHIVE_MAX_EXPANSION_RATIO=100
+FILE_ARCHIVE_PREVIEW_TTL_SECONDS=1800
 DEV_AUTO_MIGRATE_ENABLED=false
 DEV_BOOTSTRAP_ENABLED=true
 """
@@ -439,7 +853,11 @@ def _clean(value: str | None) -> str:
 
 
 def _csv(value: str | None) -> tuple[str, ...]:
-    return tuple(dict.fromkeys(item.strip() for item in str(value or "").split(",") if item.strip()))
+    return tuple(
+        dict.fromkeys(
+            item.strip() for item in str(value or "").split(",") if item.strip()
+        )
+    )
 
 
 def _truthy(value: str | None) -> bool:

src/govoplan_core/core/lifecycle.py

@@ -1,15 +1,32 @@
 from __future__ import annotations
 
-from collections.abc import Mapping, Sequence
+from collections.abc import AsyncIterator, Mapping, Sequence
 from dataclasses import dataclass
 from threading import RLock
 
-from fastapi import APIRouter, Depends, FastAPI, HTTPException, Request, status
+from fastapi import APIRouter, Depends, FastAPI, Header, HTTPException, Request, status
+from sqlalchemy.exc import SQLAlchemyError
+from sqlalchemy.orm import Session
 
+from govoplan_core.auth import ApiPrincipal, get_api_principal
 from govoplan_core.core.module_management import ModuleManagementError, REQUIRED_PLATFORM_MODULES, plan_desired_enabled_modules
+from govoplan_core.core.module_entitlements import (
+    ModuleEntitlementResolutionError,
+    TenantModuleUnavailable,
+    tenant_execution_scope,
+)
+from govoplan_core.core.module_lifecycle_recovery import (
+    ModuleLifecycleRecovery,
+    begin_runtime_graph_recovery,
+    canonical_sha256,
+)
 from govoplan_core.core.modules import ModuleContext, ModuleManifest
 from govoplan_core.core.registry import PlatformRegistry
 from govoplan_core.core.runtime import configure_runtime
+from govoplan_core.core.workflows import (
+    workflow_definition_contribution_provider,
+)
+from govoplan_core.db.session import get_session
 from govoplan_core.server.route_validation import validate_router_can_mount
 
 
@@ -23,12 +40,75 @@ class ModuleLifecycleResult:
 
 
 def require_module_active(module_id: str):
-    def dependency(request: Request) -> None:
+    async def dependency(
+        request: Request,
+        session: Session = Depends(get_session),
+        authorization: str | None = Header(default=None),
+        x_api_key: str | None = Header(default=None, alias="X-API-Key"),
+    ) -> AsyncIterator[None]:
         registry = getattr(request.app.state, "govoplan_registry", None)
-        if isinstance(registry, PlatformRegistry) and registry.has_module(module_id):
+        if not isinstance(registry, PlatformRegistry) or not registry.has_module(module_id):
-            return
             raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail=f"Module is disabled: {module_id}")
 
+        tenant_id: str | None = None
+        if not authorization and not x_api_key and not request.cookies:
+            public_resolver = registry.public_tenant_resolver(module_id)
+            if public_resolver is not None:
+                tenant_id = public_resolver(request, session)
+            if tenant_id is None:
+                yield
+                return
+        else:
+            try:
+                principal = get_api_principal(
+                    request,
+                    session,
+                    authorization=authorization,
+                    x_api_key=x_api_key,
+                )
+            except HTTPException as exc:
+                if exc.status_code in {
+                    status.HTTP_401_UNAUTHORIZED,
+                    status.HTTP_403_FORBIDDEN,
+                }:
+                    yield
+                    return
+                raise
+            if (
+                not isinstance(principal, ApiPrincipal)
+                or principal.principal.tenant_id is None
+            ):
+                yield
+                return
+            tenant_id = principal.principal.tenant_id
+
+        resolver = registry.tenant_entitlement_resolver()
+        try:
+            admission = resolver.require(
+                session,
+                tenant_id=tenant_id,
+                module_id=module_id,
+                work_state="interactive",
+            )
+        except TenantModuleUnavailable as exc:
+            raise HTTPException(
+                status_code=status.HTTP_404_NOT_FOUND,
+                detail=f"Module is unavailable in the active tenant: {module_id}",
+            ) from exc
+        except (ModuleEntitlementResolutionError, RuntimeError, SQLAlchemyError) as exc:
+            raise HTTPException(
+                status_code=status.HTTP_503_SERVICE_UNAVAILABLE,
+                detail="Tenant module entitlement could not be resolved.",
+            ) from exc
+        request.state.govoplan_module_admission = admission
+        with tenant_execution_scope(
+            resolver,
+            session,
+            tenant_id=tenant_id,
+            work_state="interactive",
+        ):
+            yield
+
     return dependency
 
 
@@ -67,6 +147,17 @@ class ModuleLifecycleManager:
     def mounted_module_ids(self) -> tuple[str, ...]:
         return tuple(sorted(self._mounted_modules))
 
+    def live_apply_enabled(self) -> bool:
+        configured = getattr(
+            self.settings,
+            "module_live_apply_enabled",
+            None,
+        )
+        if configured is not None:
+            return bool(configured)
+        app_env = str(getattr(self.settings, "app_env", "dev")).casefold()
+        return app_env in {"dev", "development", "local", "test", "testing"}
+
     def apply_enabled_modules(
         self,
         requested_enabled: Sequence[str],
@@ -85,13 +176,40 @@ class ModuleLifecycleManager:
             next_set = set(plan.enabled_modules)
             activated = tuple(module_id for module_id in plan.enabled_modules if module_id not in previous_set)
             deactivated = tuple(module_id for module_id in previous if module_id not in next_set)
+            graph_changes = bool(activated or deactivated)
+            recovery: ModuleLifecycleRecovery | None = None
+            if graph_changes or migrate:
+                from govoplan_core.db.session import get_database
+
+                with get_database().session() as recovery_session:
+                    recovery = begin_runtime_graph_recovery(
+                        recovery_session,
+                        previous_modules=previous,
+                        requested_modules=plan.enabled_modules,
+                        migrate=migrate,
+                    )
+
+            old_manifests = {
+                manifest.id: manifest for manifest in self.registry.manifests()
+            }
+            try:
+                if recovery is not None:
+                    recovery.checkpoint(
+                        kind="runtime-graph-effect-started",
+                        summary="Runtime module graph entered its mutation boundary",
+                        evidence={
+                            "activated_sha256": canonical_sha256(activated),
+                            "deactivated_sha256": canonical_sha256(deactivated),
+                            "migrate": migrate,
+                        },
+                        effect_started=True,
+                    )
 
                 if migrate:
                     self._migrate(plan.enabled_modules)
 
                 mounted = tuple(module_id for module_id in plan.enabled_modules if self._mount_module_router(module_id))
 
-            old_manifests = {manifest.id: manifest for manifest in self.registry.manifests()}
                 for module_id in deactivated:
                     hook = old_manifests[module_id].on_deactivate
                     if hook is not None:
@@ -105,9 +223,64 @@ class ModuleLifecycleManager:
                     if hook is not None:
                         hook(self.context)
 
+                reconciliation = self.reconcile_workflow_definitions()
+
                 if self._app is not None:
                     self._app.openapi_schema = None
 
+                if recovery is not None:
+                    from govoplan_core.db.session import get_database
+
+                    with get_database().session() as recovery_session:
+                        recovery.succeed(
+                            recovery_session,
+                            evidence={
+                                "active_graph_sha256": canonical_sha256(
+                                    self.active_module_ids()
+                                ),
+                                "mounted_graph_sha256": canonical_sha256(
+                                    self.mounted_module_ids()
+                                ),
+                                "workflow_reconciliation_sha256": canonical_sha256(
+                                    reconciliation
+                                ),
+                            },
+                            commit_projection=False,
+                        )
+            except Exception as exc:
+                self.registry.replace(old_manifests.values())
+                self.configure_runtime()
+                if self._app is not None:
+                    self._app.openapi_schema = None
+                if recovery is not None:
+                    from govoplan_core.db.session import get_database
+
+                    recovery.unresolved(
+                        summary="Runtime graph mutation did not reach verified completion",
+                        evidence={
+                            "error_type": type(exc).__name__,
+                            "previous_graph_sha256": canonical_sha256(previous),
+                            "registry_restored": True,
+                            "migrate": migrate,
+                        },
+                        outcome_unknown=migrate,
+                    )
+                    if not migrate:
+                        with get_database().session() as recovery_session:
+                            recovery.recovered(
+                                recovery_session,
+                                evidence={
+                                    "active_graph_sha256": canonical_sha256(
+                                        self.active_module_ids()
+                                    ),
+                                    "previous_graph_restored": (
+                                        self.active_module_ids() == previous
+                                    ),
+                                },
+                                summary="Previous runtime module graph was restored",
+                            )
+                raise
+
             return ModuleLifecycleResult(
                 enabled_modules=plan.enabled_modules,
                 activated_modules=activated,
@@ -116,6 +289,24 @@ class ModuleLifecycleManager:
                 migrations_applied=migrate,
             )
 
+    def reconcile_workflow_definitions(self) -> Mapping[str, object]:
+        if not any(
+            manifest.workflow_definitions for manifest in self.registry.manifests()
+        ):
+            return {"skipped": True, "reason": "no_contributions"}
+        provider = workflow_definition_contribution_provider(self.registry)
+        if provider is None:
+            return {"skipped": True, "reason": "provider_unavailable"}
+
+        from govoplan_core.db.session import get_database
+
+        with get_database().session() as session:
+            result = provider.reconcile(session)
+            session.commit()
+        if self._app is not None:
+            self._app.state.govoplan_workflow_reconciliation = dict(result)
+        return dict(result)
+
     def _mount_module_router(self, module_id: str) -> bool:
         if module_id in self._mounted_modules:
             return False

src/govoplan_core/core/mail.py

@@ -0,0 +1,152 @@
+from __future__ import annotations
+
+from collections.abc import Mapping
+from dataclasses import dataclass, field
+from datetime import datetime
+from typing import Protocol, runtime_checkable
+
+
+CAPABILITY_MAIL_DELIVERY_OUTBOX = "mail.delivery_outbox"
+CAPABILITY_MAIL_NOTIFICATION_DELIVERY = "mail.notificationDelivery"
+CAPABILITY_MAIL_BOUNCE_PROCESSING = "mail.bounce_processing"
+
+
+@dataclass(frozen=True, slots=True)
+class NotificationMailDeliveryRequest:
+    tenant_id: str
+    notification_id: str
+    recipient: str
+    subject: str
+    body_text: str
+    body_html: str | None = None
+    action_url: str | None = None
+    mail_profile_id: str | None = None
+    from_address: str | None = None
+    smtp_server_id: str | None = None
+    smtp_credential_id: str | None = None
+    metadata: Mapping[str, object] = field(default_factory=dict)
+
+
+@runtime_checkable
+class NotificationMailDeliveryProvider(Protocol):
+    """Mail-owned durable submission boundary for notification email."""
+
+    def submit_notification_mail(
+        self,
+        session: object,
+        request: NotificationMailDeliveryRequest,
+    ) -> Mapping[str, object]:
+        ...
+
+@runtime_checkable
+class MailDeliveryOutboxProvider(Protocol):
+    """Stable worker boundary for Mail-owned external delivery effects."""
+
+    def dispatch_due(
+        self,
+        session: object,
+        *,
+        tenant_id: str | None = None,
+        limit: int = 25,
+        worker_id: str | None = None,
+    ) -> Mapping[str, object]:
+        ...
+
+    def purge_expired(
+        self,
+        session: object,
+        *,
+        tenant_id: str | None = None,
+        limit: int = 250,
+    ) -> Mapping[str, object]:
+        ...
+
+
+@dataclass(frozen=True, slots=True)
+class MailBounceObservationRef:
+    id: str
+    tenant_id: str
+    profile_id: str
+    folder: str
+    uid: str
+    original_message_id: str | None
+    command_id: str | None
+    recipient: str | None
+    action: str
+    status_code: str | None
+    diagnostic: str | None
+    permanent: bool
+    observed_at: datetime
+    matched: bool
+    evidence: Mapping[str, object] = field(default_factory=dict)
+
+
+@runtime_checkable
+class MailBounceProcessingProvider(Protocol):
+    """Mail-owned DSN ingestion and durable correlation boundary."""
+
+    def process_raw_message(
+        self,
+        session: object,
+        *,
+        tenant_id: str,
+        profile_id: str,
+        folder: str,
+        uid: str,
+        raw_message: bytes,
+    ) -> tuple[MailBounceObservationRef, ...]:
+        ...
+
+    def scan_due(
+        self,
+        session: object,
+        *,
+        tenant_id: str | None = None,
+        limit: int = 100,
+    ) -> Mapping[str, object]:
+        ...
+
+    def observations_for_commands(
+        self,
+        session: object,
+        *,
+        tenant_id: str,
+        command_ids: tuple[str, ...],
+    ) -> Mapping[str, tuple[MailBounceObservationRef, ...]]:
+        ...
+
+
+def notification_mail_delivery_provider(
+    registry: object | None,
+) -> NotificationMailDeliveryProvider | None:
+    if (
+        registry is None
+        or not hasattr(registry, "has_capability")
+        or not registry.has_capability(CAPABILITY_MAIL_NOTIFICATION_DELIVERY)
+    ):
+        return None
+    provider = registry.require_capability(CAPABILITY_MAIL_NOTIFICATION_DELIVERY)
+    if not isinstance(provider, NotificationMailDeliveryProvider):
+        raise TypeError(
+            "mail.notificationDelivery provider does not implement "
+            "NotificationMailDeliveryProvider"
+        )
+    return provider
+
+
+def mail_bounce_processing_provider(
+    registry: object | None,
+) -> MailBounceProcessingProvider | None:
+    if (
+        registry is None
+        or not hasattr(registry, "has_capability")
+        or not registry.has_capability(CAPABILITY_MAIL_BOUNCE_PROCESSING)
+    ):
+        return None
+    provider = registry.require_capability(CAPABILITY_MAIL_BOUNCE_PROCESSING)
+    if not isinstance(provider, MailBounceProcessingProvider):
+        raise TypeError(
+            "mail.bounce_processing provider does not implement "
+            "MailBounceProcessingProvider"
+        )
+    return provider

src/govoplan_core/core/module_entitlements.py

@@ -0,0 +1,846 @@
+from __future__ import annotations
+
+from collections import OrderedDict
+from collections.abc import Iterable, Iterator, Mapping
+from contextlib import contextmanager
+from contextvars import ContextVar
+from dataclasses import dataclass
+from threading import RLock
+from time import monotonic
+from typing import Any, Literal
+
+from govoplan_core.core.modules import ModuleManifest
+
+
+MODULE_ENTITLEMENTS_KEY = "module_entitlements"
+MODULE_ENTITLEMENT_SCHEMA_VERSION = 1
+TENANT_PROTECTED_MODULES = ("access", "admin")
+
+
+class ModuleEntitlementError(ValueError):
+    pass
+
+
+class ModuleEntitlementConflict(ModuleEntitlementError):
+    pass
+
+
+class ModuleEntitlementResolutionError(ModuleEntitlementError):
+    pass
+
+
+class TenantModuleUnavailable(ModuleEntitlementError):
+    def __init__(self, admission: "TenantModuleAdmission") -> None:
+        self.admission = admission
+        super().__init__(admission.reason)
+
+
+class TenantModuleOperatorActionRequired(ModuleEntitlementError):
+    def __init__(self, admission: "TenantModuleAdmission") -> None:
+        self.admission = admission
+        super().__init__(admission.reason)
+
+
+TenantWorkState = Literal["interactive", "new", "accepted"]
+TenantAdmissionDisposition = Literal[
+    "allowed",
+    "rejected",
+    "operator_action_required",
+]
+
+
+@dataclass(frozen=True, slots=True)
+class TenantModuleItem:
+    id: str
+    name: str
+    dependencies: tuple[str, ...]
+    runtime_active: bool
+    availability: str
+    selected: bool
+    effective: bool
+    forced: bool
+    derived_dependency: bool
+    tenant_can_toggle: bool
+    reason: str | None = None
+
+
+@dataclass(frozen=True, slots=True)
+class TenantModuleEntitlementState:
+    revision: int
+    configured: bool
+    available_modules: tuple[str, ...]
+    forced_modules: tuple[str, ...]
+    selected_modules: tuple[str, ...]
+    effective_modules: tuple[str, ...]
+    derived_dependencies: tuple[str, ...]
+    modules: tuple[TenantModuleItem, ...]
+    diagnostics: tuple[dict[str, str], ...] = ()
+
+
+@dataclass(frozen=True, slots=True)
+class TenantModuleAdmission:
+    tenant_id: str
+    module_id: str
+    revision: int
+    work_state: TenantWorkState
+    allowed: bool
+    disposition: TenantAdmissionDisposition
+    reason: str
+
+    def payload(self) -> dict[str, object]:
+        return {
+            "tenant_id": self.tenant_id,
+            "module_id": self.module_id,
+            "entitlement_revision": self.revision,
+            "work_state": self.work_state,
+            "allowed": self.allowed,
+            "disposition": self.disposition,
+            "reason": self.reason,
+        }
+
+
+@dataclass(frozen=True, slots=True)
+class _CachedTenantEntitlement:
+    expires_at: float
+    tenant_active: bool
+    state: TenantModuleEntitlementState
+
+
+class TenantModuleEntitlementResolver:
+    """Resolve tenant-effective modules with bounded process-local caching.
+
+    Cache entries are explicitly invalidated by local mutations and expire
+    quickly so changes made on another application node become authoritative
+    without requiring a database lookup for every capability call.
+    """
+
+    def __init__(
+        self,
+        registry: object,
+        *,
+        ttl_seconds: float = 5.0,
+        max_entries: int = 2048,
+    ) -> None:
+        self._registry = registry
+        self._ttl_seconds = max(0.0, min(float(ttl_seconds), 300.0))
+        self._max_entries = max(1, int(max_entries))
+        self._cache: OrderedDict[str, _CachedTenantEntitlement] = OrderedDict()
+        self._lock = RLock()
+
+    def resolve(
+        self,
+        session: object,
+        tenant_id: str,
+    ) -> TenantModuleEntitlementState:
+        normalized_tenant_id = str(tenant_id or "").strip()
+        if not normalized_tenant_id:
+            raise ModuleEntitlementResolutionError("Tenant id is required")
+
+        cached = self._cached(normalized_tenant_id)
+        if cached is not None:
+            if not cached.tenant_active:
+                raise ModuleEntitlementResolutionError(
+                    f"Tenant is inactive: {normalized_tenant_id}"
+                )
+            return cached.state
+
+        from govoplan_core.tenancy.scope import Tenant
+
+        getter = getattr(session, "get", None)
+        if not callable(getter):
+            raise ModuleEntitlementResolutionError(
+                "Tenant module entitlement resolution requires a database session"
+            )
+        tenant = getter(Tenant, normalized_tenant_id)
+        if tenant is None:
+            raise ModuleEntitlementResolutionError(
+                f"Tenant is unavailable: {normalized_tenant_id}"
+            )
+        state = self._state_from_settings(getattr(tenant, "settings", None))
+        tenant_active = bool(getattr(tenant, "is_active", False))
+        self._store(normalized_tenant_id, tenant_active=tenant_active, state=state)
+        if not tenant_active:
+            raise ModuleEntitlementResolutionError(
+                f"Tenant is inactive: {normalized_tenant_id}"
+            )
+        return state
+
+    def admission(
+        self,
+        session: object,
+        *,
+        tenant_id: str,
+        module_id: str,
+        work_state: TenantWorkState = "interactive",
+    ) -> TenantModuleAdmission:
+        if work_state not in {"interactive", "new", "accepted"}:
+            raise ModuleEntitlementError(f"Unsupported tenant work state: {work_state}")
+        normalized_module_id = str(module_id or "").strip()
+        if not normalized_module_id:
+            raise ModuleEntitlementError("Module id is required")
+        state = self.resolve(session, tenant_id)
+        allowed = normalized_module_id in state.effective_modules
+        if allowed:
+            return TenantModuleAdmission(
+                tenant_id=str(tenant_id),
+                module_id=normalized_module_id,
+                revision=state.revision,
+                work_state=work_state,
+                allowed=True,
+                disposition="allowed",
+                reason="The module is effective for this tenant.",
+            )
+        accepted = work_state == "accepted"
+        return TenantModuleAdmission(
+            tenant_id=str(tenant_id),
+            module_id=normalized_module_id,
+            revision=state.revision,
+            work_state=work_state,
+            allowed=False,
+            disposition=(
+                "operator_action_required" if accepted else "rejected"
+            ),
+            reason=(
+                "Accepted durable work was preserved because the owning module "
+                "is no longer effective for this tenant; an operator must resume "
+                "the module or resolve the work explicitly."
+                if accepted
+                else "The module is not effective for this tenant."
+            ),
+        )
+
+    def require(
+        self,
+        session: object,
+        *,
+        tenant_id: str,
+        module_id: str,
+        work_state: TenantWorkState = "interactive",
+    ) -> TenantModuleAdmission:
+        admission = self.admission(
+            session,
+            tenant_id=tenant_id,
+            module_id=module_id,
+            work_state=work_state,
+        )
+        if admission.allowed:
+            return admission
+        if admission.disposition == "operator_action_required":
+            raise TenantModuleOperatorActionRequired(admission)
+        raise TenantModuleUnavailable(admission)
+
+    def effective_tenant_ids(
+        self,
+        session: object,
+        *,
+        module_id: str,
+    ) -> tuple[str, ...]:
+        """Return active tenants that may admit new work for one module."""
+
+        return tuple(
+            admission.tenant_id
+            for admission in self.active_tenant_admissions(
+                session,
+                module_id=module_id,
+                work_state="new",
+            )
+            if admission.allowed
+        )
+
+    def active_tenant_admissions(
+        self,
+        session: object,
+        *,
+        module_id: str,
+        work_state: TenantWorkState = "new",
+    ) -> tuple[TenantModuleAdmission, ...]:
+        """Resolve one admission per active tenant with a single DB query."""
+
+        from govoplan_core.tenancy.scope import Tenant
+
+        query = getattr(session, "query", None)
+        if not callable(query):
+            raise ModuleEntitlementResolutionError(
+                "Tenant module entitlement resolution requires a database session"
+            )
+        tenants = (
+            query(Tenant)
+            .filter(Tenant.is_active.is_(True))
+            .order_by(Tenant.id.asc())
+            .all()
+        )
+        admissions: list[TenantModuleAdmission] = []
+        for tenant in tenants:
+            state = self._state_from_settings(getattr(tenant, "settings", None))
+            self._store(tenant.id, tenant_active=True, state=state)
+            allowed = module_id in state.effective_modules
+            accepted = work_state == "accepted"
+            admissions.append(
+                TenantModuleAdmission(
+                    tenant_id=tenant.id,
+                    module_id=module_id,
+                    revision=state.revision,
+                    work_state=work_state,
+                    allowed=allowed,
+                    disposition=(
+                        "allowed"
+                        if allowed
+                        else "operator_action_required"
+                        if accepted
+                        else "rejected"
+                    ),
+                    reason=(
+                        "The module is effective for this tenant."
+                        if allowed
+                        else "Accepted durable work was preserved because the owning module is no longer effective for this tenant; an operator must resume the module or resolve the work explicitly."
+                        if accepted
+                        else "The module is not effective for this tenant."
+                    ),
+                )
+            )
+        return tuple(admissions)
+
+    def invalidate(self, tenant_id: str | None = None) -> None:
+        with self._lock:
+            if tenant_id is None:
+                self._cache.clear()
+            else:
+                self._cache.pop(str(tenant_id), None)
+
+    def _state_from_settings(
+        self,
+        settings: Mapping[str, object] | None,
+    ) -> TenantModuleEntitlementState:
+        manifests_method = getattr(self._registry, "manifests", None)
+        if not callable(manifests_method):
+            raise ModuleEntitlementResolutionError(
+                "Tenant module entitlement resolver has no platform registry"
+            )
+        manifests = {manifest.id: manifest for manifest in manifests_method()}
+        return tenant_module_entitlement_state(
+            settings,
+            manifests,
+            runtime_active_modules=manifests,
+        )
+
+    def _cached(self, tenant_id: str) -> _CachedTenantEntitlement | None:
+        now = monotonic()
+        with self._lock:
+            cached = self._cache.get(tenant_id)
+            if cached is None:
+                return None
+            if cached.expires_at <= now:
+                self._cache.pop(tenant_id, None)
+                return None
+            self._cache.move_to_end(tenant_id)
+            return cached
+
+    def _store(
+        self,
+        tenant_id: str,
+        *,
+        tenant_active: bool,
+        state: TenantModuleEntitlementState,
+    ) -> None:
+        if self._ttl_seconds <= 0:
+            return
+        with self._lock:
+            self._cache[str(tenant_id)] = _CachedTenantEntitlement(
+                expires_at=monotonic() + self._ttl_seconds,
+                tenant_active=tenant_active,
+                state=state,
+            )
+            self._cache.move_to_end(str(tenant_id))
+            while len(self._cache) > self._max_entries:
+                self._cache.popitem(last=False)
+
+
+@dataclass(frozen=True, slots=True)
+class TenantExecutionContext:
+    resolver: TenantModuleEntitlementResolver
+    session: object
+    tenant_id: str
+    work_state: TenantWorkState
+
+    def require_module(self, module_id: str) -> TenantModuleAdmission:
+        return self.resolver.require(
+            self.session,
+            tenant_id=self.tenant_id,
+            module_id=module_id,
+            work_state=self.work_state,
+        )
+
+
+_TENANT_EXECUTION_CONTEXT: ContextVar[TenantExecutionContext | None] = ContextVar(
+    "govoplan_tenant_execution_context",
+    default=None,
+)
+
+
+def current_tenant_execution_context() -> TenantExecutionContext | None:
+    return _TENANT_EXECUTION_CONTEXT.get()
+
+
+@contextmanager
+def tenant_execution_scope(
+    resolver: TenantModuleEntitlementResolver,
+    session: object,
+    *,
+    tenant_id: str,
+    work_state: TenantWorkState = "interactive",
+) -> Iterator[TenantExecutionContext]:
+    context = TenantExecutionContext(
+        resolver=resolver,
+        session=session,
+        tenant_id=str(tenant_id),
+        work_state=work_state,
+    )
+    token = _TENANT_EXECUTION_CONTEXT.set(context)
+    try:
+        yield context
+    finally:
+        _TENANT_EXECUTION_CONTEXT.reset(token)
+
+
+def tenant_module_entitlement_state(
+    settings: Mapping[str, object] | None,
+    manifests: Mapping[str, ModuleManifest],
+    *,
+    runtime_active_modules: Iterable[str] | None = None,
+    protected_modules: Iterable[str] = TENANT_PROTECTED_MODULES,
+) -> TenantModuleEntitlementState:
+    module_ids = tuple(sorted(manifests))
+    known = set(module_ids)
+    runtime_active = (
+        known
+        if runtime_active_modules is None
+        else known.intersection(_normalized_ids(runtime_active_modules))
+    )
+    protected = known.intersection(_normalized_ids(protected_modules))
+    raw_document = (settings or {}).get(MODULE_ENTITLEMENTS_KEY)
+    configured = isinstance(raw_document, Mapping)
+    diagnostics: list[dict[str, str]] = []
+
+    if not configured:
+        revision = 0
+        requested_available = set(known)
+        requested_forced = set(protected)
+        requested_selected = set(known)
+    else:
+        document = raw_document
+        revision = _revision(document.get("revision"), diagnostics)
+        system_policy = document.get("system_policy")
+        tenant_selection = document.get("tenant_selection")
+        if not isinstance(system_policy, Mapping) or not isinstance(
+            tenant_selection, Mapping
+        ):
+            diagnostics.append(
+                _diagnostic(
+                    "module_entitlements.invalid_document",
+                    "The tenant module entitlement document is malformed and was restricted to protected modules.",
+                )
+            )
+            requested_available = set(protected)
+            requested_forced = set(protected)
+            requested_selected = set()
+        else:
+            requested_available = _configured_ids(
+                system_policy.get("available_modules"),
+                field="system_policy.available_modules",
+                known=known,
+                fallback=protected,
+                diagnostics=diagnostics,
+            )
+            requested_forced = _configured_ids(
+                system_policy.get("forced_modules"),
+                field="system_policy.forced_modules",
+                known=known,
+                fallback=protected,
+                diagnostics=diagnostics,
+            )
+            requested_selected = _configured_ids(
+                tenant_selection.get("enabled_modules"),
+                field="tenant_selection.enabled_modules",
+                known=known,
+                fallback=(),
+                diagnostics=diagnostics,
+            )
+
+    available, missing_available = _dependency_closure(
+        requested_available | requested_forced | protected,
+        manifests,
+    )
+    forced, missing_forced = _dependency_closure(
+        requested_forced | protected,
+        manifests,
+    )
+    selected = requested_selected.intersection(available)
+    effective_candidates, missing_selected = _dependency_closure(
+        selected | forced,
+        manifests,
+    )
+    effective_candidates.intersection_update(available)
+    effective = effective_candidates.intersection(runtime_active)
+    derived = effective_candidates - selected - forced
+
+    for module_id in sorted(
+        missing_available | missing_forced | missing_selected
+    ):
+        diagnostics.append(
+            _diagnostic(
+                "module_entitlements.missing_dependency",
+                f"A selected module requires unavailable dependency {module_id}.",
+            )
+        )
+
+    items: list[TenantModuleItem] = []
+    for module_id in module_ids:
+        manifest = manifests[module_id]
+        is_available = module_id in available
+        is_forced = module_id in forced
+        is_selected = module_id in selected
+        is_derived = module_id in derived
+        is_runtime_active = module_id in runtime_active
+        is_effective = module_id in effective
+        reason: str | None = None
+        if not is_available:
+            reason = "Unavailable by system policy."
+        elif is_forced:
+            reason = "Required by system policy or a protected platform dependency."
+        elif is_derived:
+            reason = "Required by another selected module."
+        elif not is_runtime_active and (is_selected or is_forced):
+            reason = "Selected for this tenant, but the module is not active in the deployment."
+        items.append(
+            TenantModuleItem(
+                id=module_id,
+                name=manifest.name,
+                dependencies=tuple(manifest.dependencies),
+                runtime_active=is_runtime_active,
+                availability=(
+                    "forced" if is_forced else "available" if is_available else "unavailable"
+                ),
+                selected=is_selected,
+                effective=is_effective,
+                forced=is_forced,
+                derived_dependency=is_derived,
+                tenant_can_toggle=is_available and not is_forced and not is_derived,
+                reason=reason,
+            )
+        )
+
+    return TenantModuleEntitlementState(
+        revision=revision,
+        configured=configured,
+        available_modules=tuple(sorted(available)),
+        forced_modules=tuple(sorted(forced)),
+        selected_modules=tuple(sorted(selected)),
+        effective_modules=tuple(sorted(effective)),
+        derived_dependencies=tuple(sorted(derived)),
+        modules=tuple(items),
+        diagnostics=tuple(diagnostics),
+    )
+
+
+def update_system_tenant_module_policy(
+    settings: Mapping[str, object] | None,
+    manifests: Mapping[str, ModuleManifest],
+    *,
+    available_modules: Iterable[str],
+    forced_modules: Iterable[str],
+    enabled_modules: Iterable[str],
+    expected_revision: int | None,
+    runtime_active_modules: Iterable[str] | None = None,
+    protected_modules: Iterable[str] = TENANT_PROTECTED_MODULES,
+) -> tuple[dict[str, object], TenantModuleEntitlementState]:
+    current = tenant_module_entitlement_state(
+        settings,
+        manifests,
+        runtime_active_modules=runtime_active_modules,
+        protected_modules=protected_modules,
+    )
+    _check_revision(current.revision, expected_revision)
+    known = set(manifests)
+    available_requested = _validated_requested_ids(
+        available_modules, known=known, field="available_modules"
+    )
+    forced_requested = _validated_requested_ids(
+        forced_modules, known=known, field="forced_modules"
+    )
+    enabled_requested = _validated_requested_ids(
+        enabled_modules, known=known, field="enabled_modules"
+    )
+    protected = known.intersection(_normalized_ids(protected_modules))
+    available, missing = _dependency_closure(
+        available_requested | forced_requested | protected,
+        manifests,
+    )
+    forced, forced_missing = _dependency_closure(
+        forced_requested | protected,
+        manifests,
+    )
+    if missing or forced_missing:
+        missing_text = ", ".join(sorted(missing | forced_missing))
+        raise ModuleEntitlementError(
+            f"Module policy references dependencies that are not installed: {missing_text}"
+        )
+    unavailable_enabled = enabled_requested - available
+    if unavailable_enabled:
+        raise ModuleEntitlementError(
+            "Tenant selection contains modules unavailable by system policy: "
+            + ", ".join(sorted(unavailable_enabled))
+        )
+    _validate_enabled_dependencies(enabled_requested | forced, available, manifests)
+    updated = _write_document(
+        settings,
+        revision=current.revision + 1,
+        available_modules=available,
+        forced_modules=forced,
+        enabled_modules=enabled_requested,
+    )
+    return updated, tenant_module_entitlement_state(
+        updated,
+        manifests,
+        runtime_active_modules=runtime_active_modules,
+        protected_modules=protected_modules,
+    )
+
+
+def update_tenant_module_selection(
+    settings: Mapping[str, object] | None,
+    manifests: Mapping[str, ModuleManifest],
+    *,
+    enabled_modules: Iterable[str],
+    expected_revision: int | None,
+    runtime_active_modules: Iterable[str] | None = None,
+    protected_modules: Iterable[str] = TENANT_PROTECTED_MODULES,
+) -> tuple[dict[str, object], TenantModuleEntitlementState]:
+    current = tenant_module_entitlement_state(
+        settings,
+        manifests,
+        runtime_active_modules=runtime_active_modules,
+        protected_modules=protected_modules,
+    )
+    _check_revision(current.revision, expected_revision)
+    enabled = _validated_requested_ids(
+        enabled_modules,
+        known=set(manifests),
+        field="enabled_modules",
+    )
+    unavailable = enabled - set(current.available_modules)
+    if unavailable:
+        raise ModuleEntitlementError(
+            "Tenant selection contains modules unavailable by system policy: "
+            + ", ".join(sorted(unavailable))
+        )
+    _validate_enabled_dependencies(
+        enabled | set(current.forced_modules),
+        set(current.available_modules),
+        manifests,
+    )
+    updated = _write_document(
+        settings,
+        revision=current.revision + 1,
+        available_modules=current.available_modules,
+        forced_modules=current.forced_modules,
+        enabled_modules=enabled,
+    )
+    return updated, tenant_module_entitlement_state(
+        updated,
+        manifests,
+        runtime_active_modules=runtime_active_modules,
+        protected_modules=protected_modules,
+    )
+
+
+def module_entitlement_payload(
+    tenant_id: str,
+    state: TenantModuleEntitlementState,
+) -> dict[str, Any]:
+    return {
+        "tenant_id": tenant_id,
+        "revision": state.revision,
+        "configured": state.configured,
+        "available_modules": list(state.available_modules),
+        "forced_modules": list(state.forced_modules),
+        "selected_modules": list(state.selected_modules),
+        "effective_modules": list(state.effective_modules),
+        "derived_dependencies": list(state.derived_dependencies),
+        "modules": [
+            {
+                "id": item.id,
+                "name": item.name,
+                "dependencies": list(item.dependencies),
+                "runtime_active": item.runtime_active,
+                "availability": item.availability,
+                "selected": item.selected,
+                "effective": item.effective,
+                "forced": item.forced,
+                "derived_dependency": item.derived_dependency,
+                "tenant_can_toggle": item.tenant_can_toggle,
+                "reason": item.reason,
+            }
+            for item in state.modules
+        ],
+        "diagnostics": [dict(item) for item in state.diagnostics],
+    }
+
+
+def _write_document(
+    settings: Mapping[str, object] | None,
+    *,
+    revision: int,
+    available_modules: Iterable[str],
+    forced_modules: Iterable[str],
+    enabled_modules: Iterable[str],
+) -> dict[str, object]:
+    updated = dict(settings or {})
+    updated[MODULE_ENTITLEMENTS_KEY] = {
+        "schema_version": MODULE_ENTITLEMENT_SCHEMA_VERSION,
+        "revision": revision,
+        "system_policy": {
+            "available_modules": sorted(set(available_modules)),
+            "forced_modules": sorted(set(forced_modules)),
+        },
+        "tenant_selection": {
+            "enabled_modules": sorted(set(enabled_modules)),
+        },
+    }
+    return updated
+
+
+def _validate_enabled_dependencies(
+    enabled: set[str],
+    available: set[str],
+    manifests: Mapping[str, ModuleManifest],
+) -> None:
+    closure, missing = _dependency_closure(enabled, manifests)
+    if missing:
+        raise ModuleEntitlementError(
+            "Selected modules require dependencies that are not installed: "
+            + ", ".join(sorted(missing))
+        )
+    unavailable = closure - available
+    if unavailable:
+        raise ModuleEntitlementError(
+            "Selected modules require dependencies unavailable by system policy: "
+            + ", ".join(sorted(unavailable))
+        )
+
+
+def _dependency_closure(
+    requested: Iterable[str],
+    manifests: Mapping[str, ModuleManifest],
+) -> tuple[set[str], set[str]]:
+    closure: set[str] = set()
+    missing: set[str] = set()
+    pending = list(_normalized_ids(requested))
+    while pending:
+        module_id = pending.pop()
+        if module_id in closure:
+            continue
+        manifest = manifests.get(module_id)
+        if manifest is None:
+            missing.add(module_id)
+            continue
+        closure.add(module_id)
+        pending.extend(manifest.dependencies)
+    return closure, missing
+
+
+def _configured_ids(
+    value: object,
+    *,
+    field: str,
+    known: set[str],
+    fallback: Iterable[str],
+    diagnostics: list[dict[str, str]],
+) -> set[str]:
+    if not isinstance(value, list | tuple):
+        diagnostics.append(
+            _diagnostic(
+                "module_entitlements.invalid_field",
+                f"{field} is malformed and was evaluated with a restrictive fallback.",
+            )
+        )
+        return set(fallback)
+    values = _normalized_ids(value)
+    unknown = values - known
+    if unknown:
+        diagnostics.append(
+            _diagnostic(
+                "module_entitlements.unknown_module",
+                f"{field} references unknown modules: {', '.join(sorted(unknown))}.",
+            )
+        )
+    return values.intersection(known)
+
+
+def _validated_requested_ids(
+    values: Iterable[str],
+    *,
+    known: set[str],
+    field: str,
+) -> set[str]:
+    normalized = _normalized_ids(values)
+    unknown = normalized - known
+    if unknown:
+        raise ModuleEntitlementError(
+            f"{field} contains unknown modules: {', '.join(sorted(unknown))}"
+        )
+    return normalized
+
+
+def _normalized_ids(values: Iterable[object]) -> set[str]:
+    return {
+        clean
+        for value in values
+        if (clean := str(value).strip())
+    }
+
+
+def _revision(value: object, diagnostics: list[dict[str, str]]) -> int:
+    if isinstance(value, int) and value >= 0:
+        return value
+    diagnostics.append(
+        _diagnostic(
+            "module_entitlements.invalid_revision",
+            "The module entitlement revision is invalid; concurrent updates will require a reload.",
+        )
+    )
+    return 0
+
+
+def _check_revision(current: int, expected: int | None) -> None:
+    if expected is not None and expected != current:
+        raise ModuleEntitlementConflict(
+            f"Module entitlement revision changed from {expected} to {current}; reload before saving."
+        )
+
+
+def _diagnostic(code: str, message: str) -> dict[str, str]:
+    return {"code": code, "message": message, "severity": "warning"}
+
+
+__all__ = [
+    "MODULE_ENTITLEMENTS_KEY",
+    "MODULE_ENTITLEMENT_SCHEMA_VERSION",
+    "TENANT_PROTECTED_MODULES",
+    "ModuleEntitlementConflict",
+    "ModuleEntitlementError",
+    "ModuleEntitlementResolutionError",
+    "TenantExecutionContext",
+    "TenantModuleAdmission",
+    "TenantModuleEntitlementResolver",
+    "TenantModuleEntitlementState",
+    "TenantModuleItem",
+    "TenantModuleOperatorActionRequired",
+    "TenantModuleUnavailable",
+    "TenantWorkState",
+    "current_tenant_execution_context",
+    "module_entitlement_payload",
+    "tenant_execution_scope",
+    "tenant_module_entitlement_state",
+    "update_system_tenant_module_policy",
+    "update_tenant_module_selection",
+]

src/govoplan_core/core/module_installer.py

@@ -27,6 +27,12 @@ from sqlalchemy.orm import Session
 
 from govoplan_core.core.maintenance import saved_maintenance_mode
 from govoplan_core.core.events import current_event_trace
+from govoplan_core.core.module_lifecycle_recovery import (
+    ModuleLifecycleRecovery,
+    ModuleLifecycleRecoveryError,
+    begin_module_installer_recovery,
+    canonical_sha256,
+)
 from govoplan_core.core.module_management import (
     PROTECTED_MODULES,
     ModuleInstallPlan,
@@ -268,6 +274,11 @@ class ModuleInstallerRunResult:
     return_code: int = 0
     error: str | None = None
     rollback: dict[str, object] | None = None
+    recovery: ModuleLifecycleRecovery | None = field(
+        default=None,
+        repr=False,
+        compare=False,
+    )
 
     def as_dict(self) -> dict[str, object]:
         payload: dict[str, object] = {
@@ -293,6 +304,7 @@ class _ModuleInstallRunState:
     result_commands: tuple[str, ...]
     record_redactions: tuple[str, ...]
     record: dict[str, Any]
+    recovery: ModuleLifecycleRecovery | None = None
 
 
 def default_installer_runtime_dir(database_url: str | None = None, *, cwd: Path | None = None) -> Path:
@@ -335,6 +347,18 @@ def module_install_preflight(
         issues.append(ModuleInstallerIssue("warning", "empty_plan", "No planned package changes are present."))
     if not maintenance_mode:
         issues.append(ModuleInstallerIssue("blocker", "maintenance_required", "Package changes require maintenance mode."))
+    if os.getenv("GOVOPLAN_STATE_PROFILE", "local").strip().lower() == "shared":
+        issues.append(
+            ModuleInstallerIssue(
+                "blocker",
+                "immutable_cluster_release_required",
+                (
+                    "Shared-state deployments cannot mutate packages on one runtime node. "
+                    "Build and roll out one immutable release image across every API, worker, "
+                    "and scheduler node."
+                ),
+            )
+        )
 
     activation_candidates = desired_modules_after_package_plan(desired_sequence, plan)
     issues.extend(module_manifest_compatibility_issues(available, module_ids=activation_candidates))
@@ -491,6 +515,7 @@ def run_module_install_plan(
     remove_uninstalled_modules_from_desired: bool = True,
     dry_run: bool = False,
     request_context: Mapping[str, object] | None = None,
+    finalize_recovery: bool = True,
 ) -> ModuleInstallerRunResult:
     maintenance_mode = saved_maintenance_mode(session)
     effective_runtime_dir = runtime_dir or default_installer_runtime_dir(database_url)
@@ -508,6 +533,7 @@ def run_module_install_plan(
         raise ModuleInstallerError("Install preflight is blocked: " + "; ".join(issue.message for issue in preflight.issues if issue.severity == "blocker"))
 
     state = _prepare_module_install_run(
+        session=session,
         plan=plan,
         preflight=preflight,
         database_url=database_url,
@@ -538,6 +564,7 @@ def run_module_install_plan(
 
     if failed_error is not None:
         return _failed_module_install_run_result(
+            session=session,
             state=state,
             plan=plan,
             executed=executed,
@@ -557,11 +584,13 @@ def run_module_install_plan(
         remove_uninstalled_modules_from_desired=remove_uninstalled_modules_from_desired,
         executed=executed,
         state=state,
+        finalize_recovery=finalize_recovery,
     )
 
 
 def _prepare_module_install_run(
     *,
+    session: Session,
     plan: ModuleInstallPlan,
     preflight: ModuleInstallerPreflight,
     database_url: str,
@@ -593,13 +622,39 @@ def _prepare_module_install_run(
         verify_modules=True,
     )
     record_redactions = _installer_secret_redactions(database_url)
-    record = _initial_module_install_record(
+    recovery: ModuleLifecycleRecovery | None = None
+    if not dry_run:
+        try:
+            recovery = begin_module_installer_recovery(
+                session,
                 run_id=run_id,
-        plan=plan,
+                plan=tuple(item.as_dict() for item in plan.items),
-        preflight=preflight,
+                command_count=len(commands),
-        commands=commands,
+                migrate_database=migrate_database,
-        record_redactions=record_redactions,
+                destructive_retirement=_destructive_retirement_requested(plan),
-        snapshot=_snapshot_environment(
+                snapshot_sha256=None,
+                backup_reference=(
+                    f"module-installer:{run_id}:database-backup"
+                    if _destructive_retirement_requested(plan)
+                    else None
+                ),
+                request_context_sha256=canonical_sha256(dict(request_context or {})),
+            )
+            recovery.checkpoint(
+                kind="snapshot-started",
+                summary="Installer environment snapshot started before package effects",
+                evidence={
+                    "run_id": run_id,
+                    "database_backup_expected": bool(
+                        migrate_database or _destructive_retirement_requested(plan)
+                    ),
+                },
+            )
+        except ModuleLifecycleRecoveryError as exc:
+            raise ModuleInstallerError(str(exc)) from exc
+
+    try:
+        snapshot = _snapshot_environment(
             run_dir,
             webui_root=webui_root,
             database_url=database_url,
@@ -607,7 +662,32 @@ def _prepare_module_install_run(
             database_backup_command=database_backup_command,
             database_restore_command=database_restore_command,
             database_restore_check_command=database_restore_check_command,
-        ),
+        )
+    except Exception as exc:
+        if recovery is not None:
+            recovery.unresolved(
+                summary="Installer snapshot preparation failed before package effects",
+                evidence={"snapshot_error_type": type(exc).__name__},
+                outcome_unknown=False,
+            )
+        raise
+
+    if recovery is not None:
+        recovery.checkpoint(
+            kind="snapshot-verified",
+            summary="Installer environment snapshot and backup evidence were verified",
+            evidence={
+                "snapshot_sha256": canonical_sha256(snapshot),
+                **_database_backup_recovery_evidence(snapshot),
+            },
+        )
+    record = _initial_module_install_record(
+        run_id=run_id,
+        plan=plan,
+        preflight=preflight,
+        commands=commands,
+        record_redactions=record_redactions,
+        snapshot=snapshot,
         build_webui=build_webui,
         migrate_database=migrate_database,
         activate_installed_modules=activate_installed_modules,
@@ -615,6 +695,8 @@ def _prepare_module_install_run(
         dry_run=dry_run,
         request_context=request_context,
     )
+    if recovery is not None:
+        record["recovery"] = _module_lifecycle_recovery_record(recovery)
     record_path = run_dir / "record.json"
     _write_json(record_path, record)
     return _ModuleInstallRunState(
@@ -625,6 +707,7 @@ def _prepare_module_install_run(
         result_commands=_command_displays(commands, redactions=record_redactions),
         record_redactions=record_redactions,
         record=record,
+        recovery=recovery,
     )
 
 
@@ -661,6 +744,40 @@ def _initial_module_install_record(
     return record
 
 
+def _module_lifecycle_recovery_record(
+    recovery: ModuleLifecycleRecovery,
+    *,
+    status: str = "running",
+) -> dict[str, object]:
+    return {
+        "operation_id": recovery.operation_id,
+        "operation_type": recovery.operation_type,
+        "mode": recovery.mode.value,
+        "plan_sha256": recovery.plan_sha256,
+        "replayed": recovery.replayed,
+        "status": status,
+    }
+
+
+def _database_backup_recovery_evidence(
+    snapshot: Mapping[str, object],
+) -> dict[str, object]:
+    backup = snapshot.get("database_backup")
+    if not isinstance(backup, Mapping):
+        return {"database_backup_present": False}
+    sha256 = str(backup.get("artifact_sha256") or "").strip()
+    return {
+        "database_backup_present": True,
+        "database_backup_type": str(backup.get("type") or "unknown"),
+        "database_backup_sha256": sha256 or "unavailable",
+        "database_backup_size_bytes": int(backup.get("size_bytes") or 0),
+        "database_backup_reference": (
+            f"sha256:{sha256}" if sha256 else "unavailable"
+        ),
+        "restore_check_sha256": canonical_sha256(backup.get("restore_check")),
+    }
+
+
 def _execute_module_install_run(
     *,
     session: Session,
@@ -673,14 +790,91 @@ def _execute_module_install_run(
     failed_error: str | None = None
     with _installer_lock(effective_runtime_dir):
         try:
+            if state.recovery is not None:
+                state.recovery.checkpoint(
+                    kind="effects-starting",
+                    summary="Installer acquired local and distributed execution fences",
+                    evidence={
+                        "command_count": len(state.commands),
+                        "destructive_retirement": _destructive_retirement_requested(plan),
+                    },
+                )
+                if _destructive_retirement_requested(plan):
+                    state.recovery.checkpoint(
+                        kind="retirement-effect-started",
+                        summary="Destructive module retirement entered its effect boundary",
+                        evidence={
+                            "retirement_plan_sha256": canonical_sha256(
+                                [
+                                    item.as_dict()
+                                    for item in plan.items
+                                    if item.destroy_data
+                                ]
+                            ),
+                        },
+                        effect_started=True,
+                    )
             _execute_module_install_retirements(session=session, plan=plan, available=available, state=state)
-            for command in state.commands:
+            for index, command in enumerate(state.commands):
-                executed.append(_run_module_install_command(command, state=state))
+                if state.recovery is not None:
+                    command_record = _command_record(
+                        command,
+                        redactions=state.record_redactions,
+                    )
+                    state.recovery.checkpoint(
+                        kind="command-effect-started",
+                        summary="Installer command entered its effect boundary",
+                        evidence={
+                            "command_index": index,
+                            "command_source": str(command.get("source") or "unknown"),
+                            "command_sha256": canonical_sha256(command_record),
+                        },
+                        effect_started=True,
+                    )
+                command_result = _run_module_install_command(command, state=state)
+                executed.append(command_result)
+                if state.recovery is not None:
+                    state.recovery.checkpoint(
+                        kind="command-result-verified",
+                        summary="Installer command returned a conclusive successful result",
+                        evidence={
+                            "command_index": index,
+                            "return_code": int(command_result["return_code"]),
+                            "result_sha256": canonical_sha256(command_result),
+                        },
+                    )
                 state.record["commands"] = executed
                 _write_json(state.record_path, state.record)
         except Exception as exc:
             failed_error = _redact_installer_text(str(exc), redactions=state.record_redactions)
             _rollback_session_after_module_install_error(session, exc)
+            if state.recovery is not None:
+                outcome_unknown = not isinstance(exc, ModuleInstallerError)
+                try:
+                    state.recovery.unresolved(
+                        summary="Module installer effects did not reach verified completion",
+                        evidence={
+                            "error_type": type(exc).__name__,
+                            "completed_command_count": len(executed),
+                        },
+                        outcome_unknown=outcome_unknown,
+                    )
+                    state.record["recovery"] = _module_lifecycle_recovery_record(
+                        state.recovery,
+                        status=(
+                            "outcome_unknown"
+                            if outcome_unknown
+                            else "recovery_required"
+                            if state.recovery.effect_started
+                            else "failed"
+                        ),
+                    )
+                except Exception as recovery_exc:
+                    state.record["recovery_error"] = type(recovery_exc).__name__
+                    failed_error = (
+                        f"{failed_error}; recovery ledger transition failed: "
+                        f"{type(recovery_exc).__name__}"
+                    )
     return executed, failed_error
 
 
@@ -728,6 +922,7 @@ def _rollback_session_after_module_install_error(session: Session, exc: Exceptio
 
 def _failed_module_install_run_result(
     *,
+    session: Session,
     state: _ModuleInstallRunState,
     plan: ModuleInstallPlan,
     executed: list[dict[str, object]],
@@ -753,6 +948,7 @@ def _failed_module_install_run_result(
             commands=state.result_commands,
             return_code=1,
             error=failed_error,
+            recovery=state.recovery,
         )
     rollback = rollback_module_install_run(
         run_id=state.run_id,
@@ -763,6 +959,30 @@ def _failed_module_install_run_result(
         database_url=database_url,
     )
     _update_run_record(state.record_path, {"destructive_retirement_rollback": rollback.as_dict()})
+    if rollback.return_code == 0 and state.recovery is not None:
+        try:
+            state.recovery.recovered(
+                session,
+                evidence={
+                    "rollback_return_code": rollback.return_code,
+                    "rollback_sha256": canonical_sha256(rollback.as_dict()),
+                },
+                summary="Verified rollback restored the pre-install module state",
+            )
+            _update_run_record(
+                state.record_path,
+                {
+                    "recovery": _module_lifecycle_recovery_record(
+                        state.recovery,
+                        status="recovered",
+                    )
+                },
+            )
+        except Exception as recovery_exc:
+            _update_run_record(
+                state.record_path,
+                {"recovery_error": type(recovery_exc).__name__},
+            )
     return ModuleInstallerRunResult(
         run_id=state.run_id,
         status="rolled-back" if rollback.return_code == 0 else "failed",
@@ -771,6 +991,7 @@ def _failed_module_install_run_result(
         return_code=1,
         error=failed_error,
         rollback=rollback.as_dict(),
+        recovery=state.recovery,
     )
 
 
@@ -783,6 +1004,7 @@ def _applied_module_install_run_result(
     remove_uninstalled_modules_from_desired: bool,
     executed: list[dict[str, object]],
     state: _ModuleInstallRunState,
+    finalize_recovery: bool,
 ) -> ModuleInstallerRunResult:
     save_module_install_plan(session, tuple(_mark_applied(item) for item in plan.items))
     if activate_installed_modules or remove_uninstalled_modules_from_desired:
@@ -794,14 +1016,50 @@ def _applied_module_install_run_result(
         )
         save_desired_enabled_modules(session, next_desired)
         state.record["desired_enabled_after"] = list(next_desired)
+    recovery_evidence = {
+        "command_count": len(executed),
+        "command_results_sha256": canonical_sha256(executed),
+        "desired_graph_sha256": canonical_sha256(
+            state.record.get("desired_enabled_after", list(desired_enabled))
+        ),
+        "plan_projection_sha256": canonical_sha256(
+            [item.as_dict() for item in plan.items]
+        ),
+    }
+    if state.recovery is not None and finalize_recovery:
+        state.recovery.succeed(
+            session,
+            evidence=recovery_evidence,
+            commit_projection=True,
+        )
+        recovery_status = "succeeded"
+    else:
         session.commit()
+        recovery_status = "awaiting_supervisor" if state.recovery is not None else None
+        if state.recovery is not None:
+            state.recovery.checkpoint(
+                kind="local-projection-committed",
+                summary="Package and desired-graph projections await runtime health verification",
+                evidence=recovery_evidence,
+            )
     state.record.update({
         "status": "applied",
         "finished_at": datetime.now(tz=UTC).isoformat(),
         "commands": executed,
     })
+    if state.recovery is not None and recovery_status is not None:
+        state.record["recovery"] = _module_lifecycle_recovery_record(
+            state.recovery,
+            status=recovery_status,
+        )
     _write_json(state.record_path, state.record)
-    return ModuleInstallerRunResult(run_id=state.run_id, status="applied", record_path=state.record_path, commands=state.result_commands)
+    return ModuleInstallerRunResult(
+        run_id=state.run_id,
+        status="applied",
+        record_path=state.record_path,
+        commands=state.result_commands,
+        recovery=state.recovery,
+    )
 
 
 def supervise_module_install_plan(
@@ -852,6 +1110,7 @@ def supervise_module_install_plan(
         remove_uninstalled_modules_from_desired=remove_uninstalled_modules_from_desired,
         dry_run=False,
         request_context=request_context,
+        finalize_recovery=False,
     )
     supervisor: dict[str, object] = {
         "started_at": datetime.now(tz=UTC).isoformat(),
@@ -926,6 +1185,27 @@ def supervise_module_install_plan(
         "status": "ok",
         "finished_at": datetime.now(tz=UTC).isoformat(),
     })
+    if result.recovery is not None:
+        result.recovery.succeed(
+            session,
+            evidence={
+                "restart_results_sha256": canonical_sha256(restart_results),
+                "health_results_sha256": canonical_sha256(supervisor.get("health")),
+                "runtime_health_verified": True,
+            },
+            commit_projection=False,
+        )
+        supervisor["recovery_operation_id"] = result.recovery.operation_id
+        supervisor["recovery_status"] = "succeeded"
+        _update_run_record(
+            result.record_path,
+            {
+                "recovery": _module_lifecycle_recovery_record(
+                    result.recovery,
+                    status="succeeded",
+                )
+            },
+        )
     _update_run_record(result.record_path, {"supervisor": supervisor})
     return result
 
@@ -3252,6 +3532,31 @@ def _rollback_after_supervisor_failure(
         session.commit()
     supervisor["rollback"] = rollback.as_dict()
 
+    if rollback.return_code == 0 and result.recovery is not None:
+        try:
+            result.recovery.recovered(
+                session,
+                evidence={
+                    "rollback_sha256": canonical_sha256(rollback.as_dict()),
+                    "desired_graph_restored": True,
+                },
+                summary="Supervisor rollback restored package and desired module state",
+            )
+            supervisor["recovery_operation_id"] = result.recovery.operation_id
+            supervisor["recovery_status"] = "recovered"
+            _update_run_record(
+                result.record_path,
+                {
+                    "recovery": _module_lifecycle_recovery_record(
+                        result.recovery,
+                        status="recovered",
+                    )
+                },
+            )
+        except Exception as recovery_exc:
+            supervisor["recovery_status"] = "reconciliation-failed"
+            supervisor["recovery_error"] = type(recovery_exc).__name__
+
     rollback_restart = _run_restart_commands(restart_commands)
     if rollback_restart:
         supervisor["rollback_restart_commands"] = rollback_restart
@@ -3272,6 +3577,7 @@ def _rollback_after_supervisor_failure(
         return_code=1,
         error=reason,
         rollback=rollback.as_dict(),
+        recovery=result.recovery,
     )
 
 
@@ -3328,12 +3634,6 @@ def _wait_for_health_urls(urls: Iterable[str], *, timeout_seconds: float, interv
     return payload
 
 
-def _run_restart_command_legacy(command: str | None) -> dict[str, object] | None:
-    if not command:
-        return None
-    return _run_restart_command(command)
-
-
 def _planned_python_install_packages(record: Mapping[str, object]) -> tuple[str, ...]:
     raw_plan = record.get("plan")
     if not isinstance(raw_plan, list):
@@ -3685,10 +3985,24 @@ def _snapshot_sqlite_database(run_dir: Path, database_url: str | None) -> dict[s
             source.backup(target)
     else:
         backup_path.touch()
+    with closing(sqlite3.connect(str(backup_path))) as candidate:
+        row = candidate.execute("PRAGMA integrity_check").fetchone()
+    integrity = str(row[0] if row else "missing result")
+    if integrity.lower() != "ok":
+        raise ModuleInstallerError(
+            f"SQLite backup failed its restore-readiness integrity check: {integrity}"
+        )
+    artifact_sha256 = _sha256_file(backup_path)
     return {
         "type": "sqlite",
         "source": str(db_path),
         "path": backup_path.name,
+        "artifact_sha256": artifact_sha256,
+        "size_bytes": backup_path.stat().st_size,
+        "restore_check": {
+            "type": "sqlite_integrity_check",
+            "result": integrity,
+        },
     }
 
 
@@ -3727,6 +4041,12 @@ def _snapshot_external_database(
         payload["database_url_secret"] = database_url_secret
     if result.returncode != 0:
         raise ModuleInstallerError(f"Database backup command failed ({result.returncode}): {_redact_installer_text(backup_command, redactions=redactions)}")
+    if not backup_path.is_file() or backup_path.stat().st_size <= 0:
+        raise ModuleInstallerError(
+            "Database backup command did not create a non-empty backup artifact."
+        )
+    payload["artifact_sha256"] = _sha256_file(backup_path)
+    payload["size_bytes"] = backup_path.stat().st_size
     if restore_check_command:
         restore_check = _run_database_hook(
             restore_check_command,

src/govoplan_core/core/module_lifecycle_recovery.py

@@ -0,0 +1,457 @@
+from __future__ import annotations
+
+from dataclasses import dataclass
+import hashlib
+import json
+from typing import Mapping, Sequence
+from uuid import uuid4
+
+from sqlalchemy.exc import SQLAlchemyError
+from sqlalchemy.orm import Session, sessionmaker
+
+from govoplan_core.core.recovery import (
+    RecoveryGuaranteeError,
+    RecoveryMode,
+    RecoveryOperation,
+    RecoveryPlan,
+    RecoveryStatus,
+)
+from govoplan_core.core.recovery_runtime import (
+    DurableRecoveryOperation,
+    RecoveryOperationBusy,
+    RecoveryOperationStateConflict,
+    begin_durable_recovery_operation,
+    claim_durable_recovery_operation,
+)
+from govoplan_core.core.runtime_coordination import process_runtime_identity
+
+
+class ModuleLifecycleRecoveryError(RuntimeError):
+    pass
+
+
+@dataclass(frozen=True, slots=True)
+class ModuleLifecycleRecoveryDeclaration:
+    operation_type: str
+    mode: RecoveryMode
+    resources: tuple[str, ...]
+    verification: tuple[str, ...]
+
+
+MODULE_LIFECYCLE_RECOVERY_OPERATIONS = (
+    ModuleLifecycleRecoveryDeclaration(
+        operation_type="module-lifecycle.pre-migration",
+        mode=RecoveryMode.COMPENSATION,
+        resources=("postgresql", "package-environment", "webui-bundle", "filesystem"),
+        verification=(
+            "verify the canonical install plan and immutable package references",
+            "verify the package and WebUI snapshots before mutation",
+            "verify the installed manifests and desired module graph",
+        ),
+    ),
+    ModuleLifecycleRecoveryDeclaration(
+        operation_type="module-lifecycle.post-migration",
+        mode=RecoveryMode.FORWARD_RECOVERY,
+        resources=(
+            "postgresql",
+            "package-environment",
+            "webui-bundle",
+            "runtime-nodes",
+        ),
+        verification=(
+            "verify the backup reference and migration execution evidence",
+            "verify migration heads and installed module manifests",
+            "verify the desired graph and runtime health before completion",
+        ),
+    ),
+    ModuleLifecycleRecoveryDeclaration(
+        operation_type="module-retirement.destroy-data",
+        mode=RecoveryMode.SNAPSHOT_RESTORE,
+        resources=("postgresql", "object-storage", "package-environment"),
+        verification=(
+            "verify the pinned backup artifact and restore-readiness evidence",
+            "verify the retirement provider result and remaining migration state",
+            "verify the installed manifests and desired module graph",
+        ),
+    ),
+    ModuleLifecycleRecoveryDeclaration(
+        operation_type="module-runtime.apply-graph",
+        mode=RecoveryMode.COMPENSATION,
+        resources=("postgresql", "runtime-nodes", "module-registry"),
+        verification=(
+            "verify the requested graph against available module contracts",
+            "verify activation and deactivation hooks completed",
+            "verify the active graph and workflow contribution reconciliation",
+        ),
+    ),
+)
+
+
+_DECLARATIONS = {
+    item.operation_type: item for item in MODULE_LIFECYCLE_RECOVERY_OPERATIONS
+}
+
+
+def canonical_sha256(value: object) -> str:
+    encoded = json.dumps(
+        value,
+        sort_keys=True,
+        separators=(",", ":"),
+        ensure_ascii=True,
+        default=str,
+    ).encode("utf-8")
+    return hashlib.sha256(encoded).hexdigest()
+
+
+def lifecycle_session_factory(session: Session) -> sessionmaker[Session]:
+    bind = session.get_bind()
+    if bind is None:
+        raise ModuleLifecycleRecoveryError(
+            "Module lifecycle recovery requires a database bind"
+        )
+    return sessionmaker(bind=bind, expire_on_commit=False)
+
+
+@dataclass(slots=True)
+class ModuleLifecycleRecovery:
+    operation: DurableRecoveryOperation | None
+    operation_id: str
+    operation_type: str
+    mode: RecoveryMode
+    plan_sha256: str
+    replayed: bool
+    effect_started: bool = False
+
+    def checkpoint(
+        self,
+        *,
+        kind: str,
+        summary: str,
+        evidence: Mapping[str, object],
+        effect_started: bool = False,
+    ) -> None:
+        if self.operation is None:
+            return
+        self.effect_started = self.effect_started or effect_started
+        self.operation.checkpoint(
+            kind=kind,
+            summary=summary,
+            evidence={
+                **dict(evidence),
+                "effect_started": self.effect_started,
+                "plan_sha256": self.plan_sha256,
+            },
+        )
+
+    def succeed(
+        self,
+        session: Session,
+        *,
+        evidence: Mapping[str, object],
+        commit_projection: bool,
+    ) -> None:
+        if self.operation is None:
+            return
+        terminal = {
+            "verified": True,
+            "checks": {
+                **dict(evidence),
+                "plan_sha256": self.plan_sha256,
+                "effect_started": self.effect_started,
+            },
+        }
+        if commit_projection:
+            self.operation.commit_verified_success(session, evidence=terminal)
+        else:
+            self.operation.succeed(evidence=terminal)
+
+    def unresolved(
+        self,
+        *,
+        summary: str,
+        evidence: Mapping[str, object],
+        outcome_unknown: bool,
+    ) -> None:
+        if self.operation is None:
+            return
+        if not self.effect_started:
+            self.operation.fail(
+                summary=summary,
+                evidence={
+                    "verified": True,
+                    "checks": {
+                        **dict(evidence),
+                        "effect_started": False,
+                    },
+                },
+            )
+            return
+        self.operation.unresolved(
+            status=(
+                RecoveryStatus.OUTCOME_UNKNOWN
+                if outcome_unknown
+                else RecoveryStatus.RECOVERY_REQUIRED
+            ),
+            summary=summary,
+            evidence={
+                **dict(evidence),
+                "effect_started": True,
+                "plan_sha256": self.plan_sha256,
+            },
+            failure_summary=(
+                "Inspect the installer run record and affected state services "
+                "before retrying or restoring"
+            ),
+        )
+
+    def recovered(
+        self,
+        session: Session,
+        *,
+        evidence: Mapping[str, object],
+        summary: str,
+    ) -> None:
+        state = session.get(RecoveryOperation, self.operation_id)
+        if state is None:
+            raise ModuleLifecycleRecoveryError(
+                "Module lifecycle recovery operation is unavailable"
+            )
+        if state.status == RecoveryStatus.RECOVERED.value:
+            return
+        try:
+            handle = claim_durable_recovery_operation(
+                lifecycle_session_factory(session),
+                identity=process_runtime_identity(),
+                operation_id=self.operation_id,
+                lease_ttl_seconds=900,
+            )
+        except RecoveryOperationStateConflict as exc:
+            if exc.status == RecoveryStatus.RECOVERED.value:
+                return
+            raise ModuleLifecycleRecoveryError(
+                f"Module lifecycle recovery is already {exc.status}"
+            ) from exc
+        except (RecoveryOperationBusy, RecoveryGuaranteeError, RuntimeError) as exc:
+            raise ModuleLifecycleRecoveryError(
+                "Module lifecycle recovery authority is unavailable"
+            ) from exc
+        session.expire_all()
+        state = session.get(RecoveryOperation, self.operation_id)
+        if state is None:
+            raise ModuleLifecycleRecoveryError(
+                "Module lifecycle recovery operation is unavailable"
+            )
+        recovery_evidence = {
+            "verified": True,
+            "checks": {
+                **dict(evidence),
+                "plan_sha256": self.plan_sha256,
+            },
+        }
+        if state.status == RecoveryStatus.OUTCOME_UNKNOWN.value:
+            handle.resolve_unknown(
+                effect_occurred=False,
+                evidence=recovery_evidence,
+                summary=summary,
+            )
+        else:
+            handle.compensate(
+                failure_summary=summary,
+                failure_evidence={
+                    "effect_started": self.effect_started,
+                    "plan_sha256": self.plan_sha256,
+                },
+                recovery_evidence=recovery_evidence,
+            )
+
+
+def begin_module_installer_recovery(
+    session: Session,
+    *,
+    run_id: str,
+    plan: Sequence[Mapping[str, object]],
+    command_count: int,
+    migrate_database: bool,
+    destructive_retirement: bool,
+    snapshot_sha256: str | None,
+    backup_reference: str | None,
+    request_context_sha256: str,
+) -> ModuleLifecycleRecovery:
+    operation_type = (
+        "module-retirement.destroy-data"
+        if destructive_retirement
+        else "module-lifecycle.post-migration"
+        if migrate_database
+        else "module-lifecycle.pre-migration"
+    )
+    declaration = _DECLARATIONS[operation_type]
+    plan_sha256 = canonical_sha256([dict(item) for item in plan])
+    recovery_plan = RecoveryPlan(
+        mode=declaration.mode,
+        preconditions=(
+            "maintenance mode and installer preflight are current",
+            "package references and the requested module graph are pinned",
+            "the deployment-wide module lifecycle fence is owned",
+        ),
+        compensation_steps=(
+            "restore the Python and WebUI package snapshots",
+            "restore the prior desired module graph",
+            "verify installed manifests and runtime health",
+        )
+        if declaration.mode == RecoveryMode.COMPENSATION
+        else (),
+        forward_recovery_steps=(
+            "inspect migration task and command evidence",
+            "complete or repair migrations under the same deployment fence",
+            "verify migration heads, manifests, desired graph, and runtime health",
+        )
+        if declaration.mode == RecoveryMode.FORWARD_RECOVERY
+        else (),
+        verification_steps=declaration.verification,
+        backup_reference=(
+            backup_reference
+            if declaration.mode == RecoveryMode.SNAPSHOT_RESTORE
+            else None
+        ),
+    )
+    if declaration.mode == RecoveryMode.SNAPSHOT_RESTORE and not backup_reference:
+        raise ModuleLifecycleRecoveryError(
+            "Destructive module retirement requires verified backup evidence"
+        )
+    session.commit()
+    try:
+        started = begin_durable_recovery_operation(
+            lifecycle_session_factory(session),
+            identity=process_runtime_identity(),
+            module_id="core",
+            operation_type=operation_type,
+            idempotency_key=f"module-installer:{run_id}",
+            request={
+                "run_id": run_id,
+                "plan_sha256": plan_sha256,
+                "command_count": command_count,
+                "migrate_database": migrate_database,
+                "destructive_retirement": destructive_retirement,
+                "snapshot_expected": True,
+                "request_context_sha256": request_context_sha256,
+            },
+            recovery_plan=recovery_plan,
+            precondition_evidence={
+                "plan_sha256": plan_sha256,
+                "snapshot_sha256": snapshot_sha256 or "pending",
+                "request_context_sha256": request_context_sha256,
+                "command_count": command_count,
+                "backup_reference_present": bool(backup_reference),
+            },
+            lease_resource_key="core:module-lifecycle:deployment",
+            lease_ttl_seconds=900,
+            resource_type="module_installer_run",
+            resource_id=run_id,
+            metadata={
+                "resources": list(declaration.resources),
+                "migrate_database": migrate_database,
+                "destructive_retirement": destructive_retirement,
+            },
+            block_unresolved_resource=True,
+        )
+    except RecoveryOperationBusy as exc:
+        raise ModuleLifecycleRecoveryError(
+            "Another runtime owns the deployment module lifecycle fence"
+        ) from exc
+    except RecoveryOperationStateConflict as exc:
+        raise ModuleLifecycleRecoveryError(
+            f"Module installer recovery is already {exc.status}"
+        ) from exc
+    except (RecoveryGuaranteeError, RuntimeError, SQLAlchemyError, ValueError) as exc:
+        raise ModuleLifecycleRecoveryError(
+            "The recovery ledger is unavailable; module mutation did not start"
+        ) from exc
+    return ModuleLifecycleRecovery(
+        operation=started.operation,
+        operation_id=started.operation_id,
+        operation_type=operation_type,
+        mode=declaration.mode,
+        plan_sha256=plan_sha256,
+        replayed=started.replayed,
+    )
+
+
+def begin_runtime_graph_recovery(
+    session: Session,
+    *,
+    previous_modules: Sequence[str],
+    requested_modules: Sequence[str],
+    migrate: bool,
+) -> ModuleLifecycleRecovery:
+    declaration = _DECLARATIONS["module-runtime.apply-graph"]
+    plan = {
+        "previous_modules": sorted(set(previous_modules)),
+        "requested_modules": sorted(set(requested_modules)),
+        "migrate": migrate,
+    }
+    plan_sha256 = canonical_sha256(plan)
+    session.commit()
+    try:
+        started = begin_durable_recovery_operation(
+            lifecycle_session_factory(session),
+            identity=process_runtime_identity(),
+            module_id="core",
+            operation_type=declaration.operation_type,
+            idempotency_key=f"module-runtime:{uuid4()}",
+            request={**plan, "plan_sha256": plan_sha256},
+            recovery_plan=RecoveryPlan(
+                mode=declaration.mode,
+                preconditions=(
+                    "the requested graph passed module contract validation",
+                    "the deployment-wide module lifecycle fence is owned",
+                ),
+                compensation_steps=(
+                    "restore the previous in-process active registry",
+                    "reconfigure capability contexts from the previous graph",
+                ),
+                verification_steps=declaration.verification,
+            ),
+            precondition_evidence={
+                "plan_sha256": plan_sha256,
+                "previous_graph_sha256": canonical_sha256(
+                    sorted(set(previous_modules))
+                ),
+                "requested_graph_sha256": canonical_sha256(
+                    sorted(set(requested_modules))
+                ),
+            },
+            lease_resource_key="core:module-lifecycle:deployment",
+            lease_ttl_seconds=300,
+            resource_type="module_runtime_graph",
+            resource_id=plan_sha256,
+            metadata={"resources": list(declaration.resources)},
+            block_unresolved_resource=True,
+        )
+    except (RecoveryOperationBusy, RecoveryOperationStateConflict) as exc:
+        raise ModuleLifecycleRecoveryError(
+            "Another lifecycle mutation is active or unresolved"
+        ) from exc
+    except (RecoveryGuaranteeError, RuntimeError, SQLAlchemyError, ValueError) as exc:
+        raise ModuleLifecycleRecoveryError(
+            "The recovery ledger is unavailable; the active graph was unchanged"
+        ) from exc
+    return ModuleLifecycleRecovery(
+        operation=started.operation,
+        operation_id=started.operation_id,
+        operation_type=declaration.operation_type,
+        mode=declaration.mode,
+        plan_sha256=plan_sha256,
+        replayed=started.replayed,
+    )
+
+
+__all__ = [
+    "MODULE_LIFECYCLE_RECOVERY_OPERATIONS",
+    "ModuleLifecycleRecovery",
+    "ModuleLifecycleRecoveryDeclaration",
+    "ModuleLifecycleRecoveryError",
+    "begin_module_installer_recovery",
+    "begin_runtime_graph_recovery",
+    "canonical_sha256",
+    "lifecycle_session_factory",
+]

src/govoplan_core/core/module_management.py

@@ -10,6 +10,7 @@ from sqlalchemy.orm import Session
 
 from govoplan_core.admin.models import SystemSettings
 from govoplan_core.admin.settings import SYSTEM_SETTINGS_ID, get_system_settings
+from govoplan_core.core.access import DEFAULT_CAPABILITY_PROVIDERS
 from govoplan_core.core.discovery import iter_module_entry_points
 from govoplan_core.core.modules import ModuleManifest
 from govoplan_core.db.session import get_database
@@ -17,8 +18,8 @@ from govoplan_core.server.registry import parse_enabled_modules
 
 MODULE_SETTINGS_KEY = "module_management"
 INSTALL_PLAN_KEY = "install_plan"
-REQUIRED_PLATFORM_MODULES = ("access",)
+REQUIRED_PLATFORM_MODULES: tuple[str, ...] = ()
-PROTECTED_MODULES = (*REQUIRED_PLATFORM_MODULES, "admin")
+PROTECTED_MODULES = ("admin",)
 INSTALL_PLAN_ACTIONS = ("install", "update", "uninstall")
 INSTALL_PLAN_STATUSES = ("planned", "applied", "blocked")
 INSTALL_PLAN_SOURCES = ("manual", "catalog")
@@ -109,6 +110,7 @@ def startup_candidate_module_ids(
     if desired is not None:
         candidates.extend(str(item).strip() for item in desired if str(item).strip())
     candidates.extend(REQUIRED_PLATFORM_MODULES)
+    candidates.extend(DEFAULT_CAPABILITY_PROVIDERS.values())
     if "admin" in fallback:
         candidates.append("admin")
     return tuple(dict.fromkeys(candidates))
@@ -404,19 +406,118 @@ def plan_desired_enabled_modules(
     *,
     protected_modules: Iterable[str] = PROTECTED_MODULES,
 ) -> ModuleStatePlan:
-    requested = {str(item).strip() for item in requested_enabled if str(item).strip()}
+    requested = _normalized_module_ids(requested_enabled)
-    protected = {str(item).strip() for item in protected_modules if str(item).strip()}
+    requested.update(_normalized_module_ids(protected_modules))
-    requested.update(protected)
     missing = sorted(module_id for module_id in requested if module_id not in available)
     if missing:
         raise ModuleManagementError("Unknown or uninstalled modules: " + ", ".join(missing))
 
-    added_dependencies: set[str] = set()
+    added_dependencies = _expand_enabled_module_closure(requested, available)
+    ordered = _order_enabled_modules(requested, available, added_dependencies)
+    return ModuleStatePlan(
+        enabled_modules=tuple(dict.fromkeys(ordered)),
+        added_dependencies=tuple(sorted(added_dependencies)),
+    )
+
+
+def _normalized_module_ids(values: Iterable[str]) -> set[str]:
+    return {str(item).strip() for item in values if str(item).strip()}
+
+
+def _expand_enabled_module_closure(
+    requested: set[str],
+    available: Mapping[str, ModuleManifest],
+) -> set[str]:
+    added: set[str] = set()
+    while True:
+        dependencies = {
+            dependency
+            for module_id in requested
+            for dependency in available[module_id].dependencies
+        }
+        _require_installed_modules(
+            dependencies,
+            available,
+            message="Required modules are not installed: ",
+        )
+        dependency_additions = dependencies - requested
+        added.update(dependency_additions)
+        requested.update(dependency_additions)
+
+        providers = _missing_capability_providers(requested, available)
+        _require_installed_modules(
+            providers,
+            available,
+            message="Required capability providers are not installed: ",
+        )
+        additions = providers - requested
+        if not additions:
+            return added
+        added.update(additions)
+        requested.update(additions)
+
+
+def _missing_capability_providers(
+    requested: set[str],
+    available: Mapping[str, ModuleManifest],
+) -> set[str]:
+    provided = {
+        capability
+        for module_id in requested
+        for capability in available[module_id].capability_factories
+    }
+    return {
+        provider_id
+        for module_id in requested
+        for capability in available[module_id].required_capabilities
+        if capability not in provided
+        for provider_id in (DEFAULT_CAPABILITY_PROVIDERS.get(capability),)
+        if provider_id is not None
+    }
+
+
+def _require_installed_modules(
+    module_ids: set[str],
+    available: Mapping[str, ModuleManifest],
+    *,
+    message: str,
+) -> None:
+    missing = sorted(module_id for module_id in module_ids if module_id not in available)
+    if missing:
+        raise ModuleManagementError(message + ", ".join(missing))
+
+
+def _order_enabled_modules(
+    requested: set[str],
+    available: Mapping[str, ModuleManifest],
+    added_dependencies: set[str],
+) -> list[str]:
     visiting: set[str] = set()
     visited: set[str] = set()
     ordered: list[str] = []
+    for module_id in sorted(requested):
+        _visit_enabled_module(
+            module_id,
+            requested=requested,
+            available=available,
+            added_dependencies=added_dependencies,
+            visiting=visiting,
+            visited=visited,
+            ordered=ordered,
+        )
+    return ordered
 
-    def visit(module_id: str) -> None:
+
+def _visit_enabled_module(
+    module_id: str,
+    *,
+    requested: set[str],
+    available: Mapping[str, ModuleManifest],
+    added_dependencies: set[str],
+    visiting: set[str],
+    visited: set[str],
+    ordered: list[str],
+) -> None:
     if module_id in visited:
         return
     if module_id in visiting:
@@ -427,22 +528,25 @@ def plan_desired_enabled_modules(
     visiting.add(module_id)
     for dependency_id in manifest.dependencies:
         if dependency_id not in available:
-                raise ModuleManagementError(f"Module {module_id!r} depends on uninstalled module {dependency_id!r}.")
+            raise ModuleManagementError(
+                f"Module {module_id!r} depends on uninstalled module {dependency_id!r}."
+            )
         if dependency_id not in requested:
             added_dependencies.add(dependency_id)
             requested.add(dependency_id)
-            visit(dependency_id)
+        _visit_enabled_module(
+            dependency_id,
+            requested=requested,
+            available=available,
+            added_dependencies=added_dependencies,
+            visiting=visiting,
+            visited=visited,
+            ordered=ordered,
+        )
     visiting.remove(module_id)
     visited.add(module_id)
     ordered.append(module_id)
 
-    for module_id in sorted(requested):
-        visit(module_id)
-    return ModuleStatePlan(
-        enabled_modules=tuple(dict.fromkeys(ordered)),
-        added_dependencies=tuple(sorted(added_dependencies)),
-    )
-
 
 def module_dependents(available: Mapping[str, ModuleManifest]) -> dict[str, tuple[str, ...]]:
     dependents: dict[str, list[str]] = {module_id: [] for module_id in available}

src/govoplan_core/core/module_package_catalog.py

@@ -3,6 +3,7 @@ from __future__ import annotations
 import base64
 import binascii
 from collections import defaultdict
+from collections.abc import Mapping
 from dataclasses import dataclass
 from datetime import UTC, datetime
 from pathlib import Path
@@ -16,6 +17,15 @@ from cryptography.hazmat.primitives import serialization
 from cryptography.hazmat.primitives.asymmetric.ed25519 import Ed25519PrivateKey, Ed25519PublicKey
 
 from govoplan_core.core.versioning import format_version_range, version_range_is_valid, version_satisfies_range
+from govoplan_core.core.information_governance import (
+    information_governance_from_mapping,
+    information_governance_maturity_issues,
+)
+from govoplan_core.core.provider_governance import (
+    external_provider_from_mapping,
+    module_architecture_from_mapping,
+    module_architecture_issues,
+)
 from govoplan_core.security.http_fetch import fetch_http_text, is_http_url
 
 _INTERFACE_NAME_RE = re.compile(r"^[a-z][a-z0-9_]*(?:\.[a-z][a-z0-9_]*)+$")
@@ -238,7 +248,17 @@ def sign_module_package_catalog(
 
 
 def record_module_package_catalog_acceptance(validation: dict[str, object]) -> None:
-    state_path = _configured_sequence_state_path()
+    _record_catalog_acceptance(
+        validation,
+        state_path=_configured_sequence_state_path(),
+    )
+
+
+def _record_catalog_acceptance(
+    validation: dict[str, object],
+    *,
+    state_path: Path | None,
+) -> None:
     if state_path is None or validation.get("valid") is not True:
         return
     channel = validation.get("channel")
@@ -613,6 +633,94 @@ def _normalize_catalog_item(value: Any) -> dict[str, object]:
         "notes": _optional_str(value, "notes"),
         "tags": _string_list(value.get("tags")),
     }
+    raw_architecture = value.get("architecture")
+    architecture_maturity: str | None = None
+    if raw_architecture is not None:
+        if not isinstance(raw_architecture, Mapping):
+            raise ValueError(
+                f"Module package catalog architecture for {module_id!r} must be an object."
+            )
+        architecture = module_architecture_from_mapping(raw_architecture)
+        issues = module_architecture_issues(
+            architecture,
+            has_migrations=bool(item["migration_tasks"])
+            or bool(item["migration_notes"]),
+        )
+        if issues:
+            raise ValueError(
+                f"Module package catalog architecture for {module_id!r} is invalid: "
+                + "; ".join(issues)
+            )
+        item["architecture"] = architecture.to_dict()
+        architecture_maturity = architecture.maturity
+    raw_information_governance = value.get("information_governance")
+    if raw_information_governance is not None:
+        if not isinstance(raw_information_governance, Mapping):
+            raise ValueError(
+                "Module package catalog information_governance for "
+                f"{module_id!r} must be an object."
+            )
+        information_governance = information_governance_from_mapping(
+            raw_information_governance
+        )
+        governance_issues = information_governance_maturity_issues(
+            information_governance,
+            maturity=architecture_maturity,
+        )
+        if governance_issues:
+            raise ValueError(
+                "Module package catalog information_governance for "
+                f"{module_id!r} is invalid: " + "; ".join(governance_issues)
+            )
+        item["information_governance"] = information_governance.to_dict()
+    raw_providers = value.get("external_providers")
+    if raw_providers is not None:
+        if not isinstance(raw_providers, list):
+            raise ValueError(
+                f"Module package catalog external_providers for {module_id!r} must be a list."
+            )
+        providers = []
+        seen_provider_ids: set[str] = set()
+        for raw_provider in raw_providers:
+            if not isinstance(raw_provider, Mapping):
+                raise ValueError(
+                    f"Module package catalog external provider entries for {module_id!r} must be objects."
+                )
+            provider = external_provider_from_mapping(raw_provider)
+            if provider.module_id != module_id:
+                raise ValueError(
+                    f"Module package catalog provider {provider.id!r} belongs to "
+                    f"{provider.module_id!r}, not {module_id!r}."
+                )
+            if provider.id in seen_provider_ids:
+                raise ValueError(
+                    f"Module package catalog has duplicate provider {provider.id!r}."
+                )
+            seen_provider_ids.add(provider.id)
+            providers.append(provider)
+        if providers and "architecture" not in item:
+            raise ValueError(
+                f"Module package catalog {module_id!r} declares external providers without architecture metadata."
+            )
+        if providers:
+            architecture_payload = item["architecture"]
+            if not isinstance(architecture_payload, Mapping):
+                raise ValueError(
+                    f"Module package catalog {module_id!r} has invalid architecture metadata."
+                )
+            architecture_modes = set(
+                _string_list(architecture_payload.get("supported_authority_modes"))
+            )
+            provider_modes = {
+                mode for provider in providers for mode in provider.authority_modes
+            }
+            missing_modes = provider_modes - architecture_modes
+            if missing_modes:
+                raise ValueError(
+                    f"Module package catalog {module_id!r} provider modes are missing from architecture metadata: "
+                    + ", ".join(sorted(missing_modes))
+                )
+        item["external_providers"] = [provider.to_dict() for provider in providers]
     if not version_range_is_valid(
         version_min=item["current_version_min"] if isinstance(item["current_version_min"], str) else None,
         version_max_exclusive=item["current_version_max_exclusive"] if isinstance(item["current_version_max_exclusive"], str) else None,

src/govoplan_core/core/modules.py

@@ -4,8 +4,23 @@ from collections.abc import Callable, Iterable, Mapping, Sequence
 from dataclasses import dataclass, field
 from typing import Any, Literal, Protocol, TYPE_CHECKING
 
+from govoplan_core.core.information_governance import ModuleInformationGovernance
+from govoplan_core.core.ownership import OwnershipProviderRegistration
+from govoplan_core.core.provider_governance import (
+    ExternalProviderDeclaration,
+    ExternalProviderStateProviderRegistration,
+    ModuleArchitectureDeclaration,
+)
+from govoplan_core.core.views import ViewSurface
+
 if TYPE_CHECKING:
     from fastapi import APIRouter
+    from govoplan_core.core.operations import OperationalCheckProviderRegistration
+    from govoplan_core.core.search import (
+        SearchProviderRegistration,
+        SearchSourceProviderRegistration,
+    )
+    from govoplan_core.core.workflows import WorkflowDefinitionContribution
 
 
 SUPPORTED_MANIFEST_CONTRACT_VERSION = "1"
@@ -57,6 +72,7 @@ class NavItem:
     required_all: tuple[str, ...] = ()
     required_any: tuple[str, ...] = ()
     order: int = 100
+    surface_id: str | None = None
 
 
 
@@ -68,6 +84,7 @@ class FrontendRoute:
     required_all: tuple[str, ...] = ()
     required_any: tuple[str, ...] = ()
     order: int = 100
+    surface_id: str | None = None
 
 
 @dataclass(frozen=True, slots=True)
@@ -92,6 +109,7 @@ class FrontendModule:
     public_routes: tuple[PublicFrontendRoute, ...] = ()
     nav_items: tuple[NavItem, ...] = ()
     settings_routes: tuple[FrontendRoute, ...] = ()
+    view_surfaces: tuple[ViewSurface, ...] = ()
 
 
 @dataclass(frozen=True, slots=True)
@@ -206,6 +224,19 @@ class ModuleContext:
 DocumentationLayer = Literal["always", "configured", "available", "evidence"]
 DocumentationLinkKind = Literal["runtime", "api", "repository", "wiki", "public"]
 DocumentationType = Literal["admin", "user"]
+DocumentationConfigurationState = Literal["enabled", "disabled", "inherited", "unavailable"]
+DocumentationSourceKind = Literal[
+    "manifest",
+    "route",
+    "capability",
+    "policy",
+    "release_catalog",
+    "configuration_package",
+    "wiki",
+    "repository",
+]
+DocumentationSourceState = Literal["configured", "disabled", "unavailable"]
+CapabilityStability = Literal["experimental", "stable", "deprecated"]
 
 
 @dataclass(frozen=True, slots=True)
@@ -244,6 +275,8 @@ class DocumentationTopic:
     i18n_key: str | None = None
     translations: Mapping[str, Mapping[str, str]] = field(default_factory=dict)
     source_module_id: str | None = None
+    version_min: str | None = None
+    version_max_exclusive: str | None = None
     metadata: Mapping[str, Any] = field(default_factory=dict)
 
 
@@ -287,6 +320,53 @@ class DocumentationContext:
     data: Mapping[str, Any] = field(default_factory=dict)
 
 
+@dataclass(frozen=True, slots=True)
+class DocumentationConfigurationDecision:
+    key: str
+    state: DocumentationConfigurationState
+    source: str | None = None
+    reason: str | None = None
+
+
+DocumentationConfigurationResolver = Callable[
+    [DocumentationContext, tuple[str, ...]],
+    Mapping[str, DocumentationConfigurationDecision],
+]
+
+
+@dataclass(frozen=True, slots=True)
+class DocumentationConfigurationProviderRegistration:
+    keys: tuple[str, ...]
+    resolve: DocumentationConfigurationResolver
+
+
+@dataclass(frozen=True, slots=True)
+class DocumentationSourceDefinition:
+    id: str
+    kind: DocumentationSourceKind
+    label: str
+    documentation_types: tuple[DocumentationType, ...] = ("admin",)
+    condition: DocumentationCondition = field(default_factory=DocumentationCondition)
+    state: DocumentationSourceState = "configured"
+    state_reason: str | None = None
+    provenance: Mapping[str, Any] = field(default_factory=dict)
+    inspection: Mapping[str, Any] = field(default_factory=dict)
+    link: DocumentationLink | None = None
+    configuration_key: str | None = None
+
+
+@dataclass(frozen=True, slots=True)
+class CapabilityDocumentation:
+    """Provider-owned capability metadata safe for generic platform consumers."""
+
+    label: str
+    summary: str
+    contract_version: str | None = None
+    stability: CapabilityStability = "stable"
+    documentation_types: tuple[DocumentationType, ...] = ("admin",)
+    audience: tuple[str, ...] = ()
+
+
 class ResourceAclProvider(Protocol):
     resource_type: str
 
@@ -301,6 +381,10 @@ class ResourceAclProvider(Protocol):
 
 
 TenantSummaryProvider = Callable[[object, str], Mapping[str, int]]
+TenantSummaryBatchProvider = Callable[
+    [object, Sequence[str]],
+    Mapping[str, Mapping[str, int]],
+]
 
 
 @dataclass(frozen=True, slots=True)
@@ -325,6 +409,7 @@ class DeleteVetoProviderRegistration:
 
 RouteFactory = Callable[[ModuleContext], "APIRouter"]
 CapabilityFactory = Callable[[ModuleContext], object]
+PublicTenantResolver = Callable[[object, object], str | None]
 DocumentationProvider = Callable[[DocumentationContext], Iterable[DocumentationTopic]]
 LifecycleHook = Callable[[ModuleContext], None]
 
@@ -343,16 +428,45 @@ class ModuleManifest:
     permissions: tuple[PermissionDefinition, ...] = ()
     role_templates: tuple[RoleTemplate, ...] = ()
     route_factory: RouteFactory | None = None
+    public_tenant_resolver: PublicTenantResolver | None = None
     migration_spec: MigrationSpec | None = None
     nav_items: tuple[NavItem, ...] = ()
     frontend: FrontendModule | None = None
     resource_acl_providers: tuple[ResourceAclProvider, ...] = ()
+    ownership_providers: tuple[OwnershipProviderRegistration, ...] = ()
     tenant_summary_providers: tuple[TenantSummaryProvider, ...] = ()
+    tenant_summary_batch_providers: tuple[TenantSummaryBatchProvider, ...] = ()
     delete_veto_providers: Mapping[str, Sequence[DeleteVetoProvider]] = field(default_factory=dict)
     uninstall_guard_providers: tuple[UninstallGuardProvider, ...] = ()
     capability_factories: Mapping[str, CapabilityFactory] = field(default_factory=dict)
+    capability_documentation: Mapping[str, CapabilityDocumentation] = field(default_factory=dict)
+    search_providers: tuple["SearchProviderRegistration", ...] = ()
+    search_sources: tuple["SearchSourceProviderRegistration", ...] = ()
+    operational_check_providers: tuple[
+        "OperationalCheckProviderRegistration",
+        ...,
+    ] = ()
+    architecture: ModuleArchitectureDeclaration | None = None
+    information_governance: ModuleInformationGovernance = field(
+        default_factory=ModuleInformationGovernance
+    )
+    external_providers: tuple[ExternalProviderDeclaration, ...] = ()
+    external_provider_state_providers: tuple[
+        ExternalProviderStateProviderRegistration,
+        ...,
+    ] = ()
     compatibility: ModuleCompatibility = field(default_factory=ModuleCompatibility)
     on_activate: LifecycleHook | None = None
     on_deactivate: LifecycleHook | None = None
     documentation: tuple[DocumentationTopic, ...] = ()
     documentation_providers: tuple[DocumentationProvider, ...] = ()
+    documentation_configuration_providers: tuple[
+        DocumentationConfigurationProviderRegistration,
+        ...,
+    ] = ()
+    documentation_sources: tuple[DocumentationSourceDefinition, ...] = ()
+    # A renamed or extracted module may continue to own an established
+    # permission namespace. This keeps persisted grants stable while the
+    # runtime module ID changes.
+    permission_namespace: str | None = None
+    workflow_definitions: tuple["WorkflowDefinitionContribution", ...] = ()

src/govoplan_core/core/notifications.py

@@ -33,6 +33,14 @@ class NotificationDispatchRequest:
 
 @runtime_checkable
 class NotificationDispatchProvider(Protocol):
+    def tenant_id_for_notification(
+        self,
+        session: object,
+        *,
+        notification_id: str,
+    ) -> str | None:
+        ...
+
     def enqueue_notification(
         self,
         session: object,

src/govoplan_core/core/object_storage.py

@@ -0,0 +1,622 @@
+from __future__ import annotations
+
+from dataclasses import dataclass, field
+from datetime import datetime, timezone
+from heapq import nsmallest
+import os
+from pathlib import Path
+import tempfile
+from typing import Any, Iterable, Protocol
+from urllib.parse import urlsplit
+
+from govoplan_core.security.outbound_http import (
+    OutboundHttpError,
+    response_limit,
+    validate_unpinned_sdk_http_url,
+)
+
+
+class StorageBackendError(RuntimeError):
+    """Base error for the deployment-owned object-storage boundary."""
+
+
+class StorageObjectMissing(StorageBackendError):
+    """Raised when a referenced object no longer exists."""
+
+
+@dataclass(frozen=True, slots=True)
+class StorageObjectInfo:
+    key: str
+    size_bytes: int
+    modified_at: datetime | None = None
+
+
+@dataclass(frozen=True, slots=True)
+class StorageObjectPage:
+    objects: tuple[StorageObjectInfo, ...]
+    next_cursor: str | None = None
+
+
+class StorageBackend(Protocol):
+    """Shared byte-object storage used by modules without cross-module imports."""
+
+    name: str
+
+    def put_bytes(
+        self,
+        key: str,
+        data: bytes,
+        *,
+        content_type: str | None = None,
+    ) -> None: ...
+
+    def get_bytes(self, key: str) -> bytes: ...
+
+    def iter_bytes(
+        self,
+        key: str,
+        *,
+        chunk_size: int = 1024 * 1024,
+    ) -> Iterable[bytes]: ...
+
+    def delete(self, key: str) -> None: ...
+
+    def exists(self, key: str) -> bool: ...
+
+    def stat(self, key: str) -> StorageObjectInfo: ...
+
+    def list_objects(
+        self,
+        *,
+        prefix: str,
+        after: str | None = None,
+        limit: int = 500,
+    ) -> StorageObjectPage: ...
+
+
+@dataclass(slots=True)
+class LocalFilesystemStorageBackend:
+    root: Path
+    fallback_roots: tuple[Path, ...] = field(default_factory=tuple)
+    name: str = "local"
+
+    def __post_init__(self) -> None:
+        self.root = self.root.expanduser().resolve()
+        self.fallback_roots = tuple(
+            root.expanduser().resolve() for root in self.fallback_roots if root
+        )
+        self.root.mkdir(parents=True, exist_ok=True)
+
+    def _path_for_root(self, root: Path, key: str) -> Path:
+        normalized = normalize_storage_key(key)
+        path = (root / normalized).resolve()
+        if not path.is_relative_to(root):
+            raise StorageBackendError("Storage key escapes local storage root")
+        return path
+
+    def _path(self, key: str) -> Path:
+        return self._path_for_root(self.root, key)
+
+    def _readable_path(self, key: str) -> Path:
+        primary = self._path(key)
+        if primary.exists() and primary.is_file():
+            return primary
+        for root in self.fallback_roots:
+            candidate = self._path_for_root(root, key)
+            if candidate.exists() and candidate.is_file():
+                return candidate
+        raise StorageObjectMissing("Stored object does not exist")
+
+    def put_bytes(
+        self,
+        key: str,
+        data: bytes,
+        *,
+        content_type: str | None = None,
+    ) -> None:
+        del content_type
+        path = self._path(key)
+        path.parent.mkdir(parents=True, exist_ok=True)
+        descriptor, temporary_name = tempfile.mkstemp(
+            prefix=f".{path.name}.",
+            suffix=".tmp",
+            dir=path.parent,
+        )
+        temporary = Path(temporary_name)
+        try:
+            os.fchmod(descriptor, 0o600)
+            with os.fdopen(descriptor, "wb") as stream:
+                descriptor = -1
+                stream.write(data)
+                stream.flush()
+                os.fsync(stream.fileno())
+            temporary.replace(path)
+        finally:
+            if descriptor >= 0:
+                os.close(descriptor)
+            temporary.unlink(missing_ok=True)
+
+    def get_bytes(self, key: str) -> bytes:
+        return self._readable_path(key).read_bytes()
+
+    def iter_bytes(
+        self,
+        key: str,
+        *,
+        chunk_size: int = 1024 * 1024,
+    ) -> Iterable[bytes]:
+        path = self._readable_path(key)
+        with path.open("rb") as handle:
+            while True:
+                chunk = handle.read(chunk_size)
+                if not chunk:
+                    break
+                yield chunk
+
+    def delete(self, key: str) -> None:
+        path = self._path(key)
+        if path.exists() and path.is_file():
+            path.unlink()
+
+    def exists(self, key: str) -> bool:
+        try:
+            self._readable_path(key)
+        except StorageObjectMissing:
+            return False
+        return True
+
+    def stat(self, key: str) -> StorageObjectInfo:
+        path = self._readable_path(key)
+        metadata = path.stat()
+        return StorageObjectInfo(
+            key=normalize_storage_key(key),
+            size_bytes=metadata.st_size,
+            modified_at=datetime.fromtimestamp(
+                metadata.st_mtime,
+                tz=timezone.utc,
+            ),
+        )
+
+    def list_objects(
+        self,
+        *,
+        prefix: str,
+        after: str | None = None,
+        limit: int = 500,
+    ) -> StorageObjectPage:
+        normalized_prefix = normalize_storage_prefix(prefix)
+        normalized_after = normalize_storage_key(after) if after else None
+        normalized_limit = max(1, min(int(limit), 5000))
+
+        def matching_objects() -> Iterable[StorageObjectInfo]:
+            for path in _iter_local_files(self.root):
+                key = path.relative_to(self.root).as_posix()
+                if not key.startswith(normalized_prefix) or (
+                    normalized_after is not None and key <= normalized_after
+                ):
+                    continue
+                metadata = path.stat()
+                yield StorageObjectInfo(
+                    key=key,
+                    size_bytes=metadata.st_size,
+                    modified_at=datetime.fromtimestamp(
+                        metadata.st_mtime,
+                        tz=timezone.utc,
+                    ),
+                )
+
+        candidates = nsmallest(
+            normalized_limit + 1,
+            matching_objects(),
+            key=lambda item: item.key,
+        )
+        has_more = len(candidates) > normalized_limit
+        page = tuple(candidates[:normalized_limit])
+        return StorageObjectPage(
+            objects=page,
+            next_cursor=page[-1].key if has_more and page else None,
+        )
+
+
+@dataclass(slots=True)
+class S3StorageBackend:
+    bucket: str
+    endpoint_url: str
+    region_name: str
+    access_key_id: str
+    secret_access_key: str
+    deployment_managed: bool = False
+    endpoint_trusted: bool = False
+    name: str = "s3"
+    _client: Any = field(default=None, init=False, repr=False)
+
+    @property
+    def client(self):
+        if self._client is not None:
+            return self._client
+        if self.deployment_managed:
+            endpoint_url = _deployment_managed_garage_endpoint(self.endpoint_url)
+        elif self.endpoint_trusted:
+            endpoint_url = _trusted_deployment_endpoint(self.endpoint_url)
+        else:
+            try:
+                endpoint_url = validate_unpinned_sdk_http_url(
+                    self.endpoint_url,
+                    label="Object storage S3 endpoint",
+                )
+            except OutboundHttpError as exc:
+                raise StorageBackendError(str(exc)) from exc
+        try:
+            import boto3
+            from botocore.config import Config
+        except ModuleNotFoundError as exc:
+            raise StorageBackendError(
+                "boto3 is required for the S3 storage backend"
+            ) from exc
+        options: dict[str, object] = {
+            "endpoint_url": endpoint_url,
+            "region_name": self.region_name,
+            "aws_access_key_id": self.access_key_id,
+            "aws_secret_access_key": self.secret_access_key,
+        }
+        if self.deployment_managed:
+            options["config"] = Config(s3={"addressing_style": "path"})
+        self._client = boto3.client("s3", **options)
+        return self._client
+
+    def put_bytes(
+        self,
+        key: str,
+        data: bytes,
+        *,
+        content_type: str | None = None,
+    ) -> None:
+        normalized = normalize_storage_key(key)
+        max_bytes = response_limit("file")
+        if len(data) > max_bytes:
+            raise StorageBackendError(
+                f"Stored object exceeds the deployment limit of {max_bytes} bytes"
+            )
+        kwargs: dict[str, object] = {
+            "Bucket": self.bucket,
+            "Key": normalized,
+            "Body": data,
+        }
+        if content_type:
+            kwargs["ContentType"] = content_type
+        try:
+            self.client.put_object(**kwargs)
+        except Exception as exc:  # pragma: no cover - depends on S3 backend
+            raise StorageBackendError(str(exc)) from exc
+
+    def get_bytes(self, key: str) -> bytes:
+        normalized = normalize_storage_key(key)
+        try:
+            obj = self.client.get_object(
+                Bucket=self.bucket,
+                Key=normalized,
+            )
+            max_bytes = response_limit("file")
+            body = obj["Body"]
+            try:
+                _reject_declared_object_size(obj, max_bytes=max_bytes)
+                data = body.read(max_bytes + 1)
+                if len(data) > max_bytes:
+                    raise StorageBackendError(
+                        "Stored object exceeds the deployment limit of "
+                        f"{max_bytes} bytes"
+                    )
+                return data
+            finally:
+                if hasattr(body, "close"):
+                    body.close()
+        except StorageBackendError:
+            raise
+        except Exception as exc:  # pragma: no cover - depends on S3 backend
+            if _s3_missing_error(exc):
+                raise StorageObjectMissing("Stored object does not exist") from exc
+            raise StorageBackendError(str(exc)) from exc
+
+    def iter_bytes(
+        self,
+        key: str,
+        *,
+        chunk_size: int = 1024 * 1024,
+    ) -> Iterable[bytes]:
+        normalized = normalize_storage_key(key)
+        try:
+            obj = self.client.get_object(
+                Bucket=self.bucket,
+                Key=normalized,
+            )
+            max_bytes = response_limit("file")
+            body = obj["Body"]
+            try:
+                _reject_declared_object_size(obj, max_bytes=max_bytes)
+                total = 0
+                while True:
+                    chunk = body.read(chunk_size)
+                    if not chunk:
+                        break
+                    total += len(chunk)
+                    if total > max_bytes:
+                        raise StorageBackendError(
+                            "Stored object exceeds the deployment limit of "
+                            f"{max_bytes} bytes"
+                        )
+                    yield chunk
+            finally:
+                if hasattr(body, "close"):
+                    body.close()
+        except StorageBackendError:
+            raise
+        except Exception as exc:  # pragma: no cover - depends on S3 backend
+            if _s3_missing_error(exc):
+                raise StorageObjectMissing("Stored object does not exist") from exc
+            raise StorageBackendError(str(exc)) from exc
+
+    def delete(self, key: str) -> None:
+        try:
+            self.client.delete_object(
+                Bucket=self.bucket,
+                Key=normalize_storage_key(key),
+            )
+        except Exception as exc:  # pragma: no cover - depends on S3 backend
+            raise StorageBackendError(str(exc)) from exc
+
+    def exists(self, key: str) -> bool:
+        try:
+            self.client.head_object(
+                Bucket=self.bucket,
+                Key=normalize_storage_key(key),
+            )
+            return True
+        except Exception as exc:
+            if _s3_missing_error(exc):
+                return False
+            raise StorageBackendError(str(exc)) from exc
+
+    def stat(self, key: str) -> StorageObjectInfo:
+        normalized = normalize_storage_key(key)
+        try:
+            response = self.client.head_object(
+                Bucket=self.bucket,
+                Key=normalized,
+            )
+        except Exception as exc:  # pragma: no cover - depends on S3 backend
+            if _s3_missing_error(exc):
+                raise StorageObjectMissing("Stored object does not exist") from exc
+            raise StorageBackendError(str(exc)) from exc
+        try:
+            size = int(response.get("ContentLength"))
+        except (AttributeError, TypeError, ValueError) as exc:
+            raise StorageBackendError(
+                "S3 object metadata did not include a valid size"
+            ) from exc
+        return StorageObjectInfo(
+            key=normalized,
+            size_bytes=size,
+            modified_at=_storage_modified_at(response.get("LastModified")),
+        )
+
+    def list_objects(
+        self,
+        *,
+        prefix: str,
+        after: str | None = None,
+        limit: int = 500,
+    ) -> StorageObjectPage:
+        normalized_prefix = normalize_storage_prefix(prefix)
+        normalized_limit = max(1, min(int(limit), 1000))
+        kwargs: dict[str, object] = {
+            "Bucket": self.bucket,
+            "Prefix": normalized_prefix,
+            "MaxKeys": normalized_limit,
+        }
+        if after:
+            kwargs["StartAfter"] = normalize_storage_key(after)
+        try:
+            response = self.client.list_objects_v2(**kwargs)
+        except Exception as exc:  # pragma: no cover - depends on S3 backend
+            raise StorageBackendError(str(exc)) from exc
+        objects = tuple(
+            StorageObjectInfo(
+                key=str(item["Key"]),
+                size_bytes=int(item.get("Size") or 0),
+                modified_at=_storage_modified_at(item.get("LastModified")),
+            )
+            for item in response.get("Contents", ())
+            if isinstance(item, dict) and item.get("Key")
+        )
+        has_more = bool(response.get("IsTruncated"))
+        return StorageObjectPage(
+            objects=objects,
+            next_cursor=objects[-1].key if has_more and objects else None,
+        )
+
+
+def _storage_modified_at(value: object) -> datetime | None:
+    if not isinstance(value, datetime):
+        return None
+    if value.tzinfo is None:
+        return value.replace(tzinfo=timezone.utc)
+    return value.astimezone(timezone.utc)
+
+
+def configured_storage_backend(settings: object) -> StorageBackend:
+    """Build the deployment-wide object store from Core settings.
+
+    Modules own their metadata and key namespaces. The deployment owns the
+    storage endpoint and credentials, so modules do not need to depend on the
+    Files package merely to persist opaque generated bytes.
+    """
+
+    configured = (
+        str(getattr(settings, "file_storage_backend", "local") or "local")
+        .strip()
+        .lower()
+    )
+    if configured in {"local", "filesystem", "fs"}:
+        raw_fallbacks = str(
+            getattr(settings, "file_storage_local_fallback_roots", "") or ""
+        )
+        return LocalFilesystemStorageBackend(
+            Path(
+                str(
+                    getattr(
+                        settings,
+                        "file_storage_local_root",
+                        "runtime/files",
+                    )
+                )
+            ),
+            fallback_roots=tuple(
+                Path(item.strip()) for item in raw_fallbacks.split(",") if item.strip()
+            ),
+        )
+    if configured in {"s3", "garage"}:
+        return S3StorageBackend(
+            bucket=str(
+                getattr(settings, "file_storage_s3_bucket", None)
+                or getattr(settings, "s3_bucket", "files")
+            ),
+            endpoint_url=str(
+                getattr(settings, "file_storage_s3_endpoint_url", None)
+                or getattr(settings, "s3_endpoint_url", "")
+            ),
+            region_name=str(
+                getattr(settings, "file_storage_s3_region", None)
+                or getattr(settings, "s3_region", "")
+            ),
+            access_key_id=str(
+                getattr(settings, "file_storage_s3_access_key_id", None)
+                or getattr(settings, "s3_access_key_id", "")
+            ),
+            secret_access_key=str(
+                getattr(
+                    settings,
+                    "file_storage_s3_secret_access_key",
+                    None,
+                )
+                or getattr(settings, "s3_secret_access_key", "")
+            ),
+            deployment_managed=bool(
+                getattr(
+                    settings,
+                    "file_storage_s3_deployment_managed",
+                    False,
+                )
+            ),
+            endpoint_trusted=bool(
+                getattr(
+                    settings,
+                    "file_storage_s3_endpoint_trusted",
+                    False,
+                )
+            ),
+        )
+    raise StorageBackendError(f"Unsupported object storage backend: {configured}")
+
+
+def normalize_storage_key(value: str) -> str:
+    candidate = str(value or "").strip().replace("\\", "/")
+    parts = candidate.split("/")
+    if (
+        not candidate
+        or candidate.startswith("/")
+        or any(part in {"", ".", ".."} for part in parts)
+        or any(ord(character) < 32 for character in candidate)
+    ):
+        raise StorageBackendError("Storage key is not a safe relative key")
+    return "/".join(parts)
+
+
+def normalize_storage_prefix(value: str) -> str:
+    candidate = str(value or "").strip().replace("\\", "/")
+    if not candidate:
+        return ""
+    trailing_slash = candidate.endswith("/")
+    normalized = normalize_storage_key(candidate.rstrip("/"))
+    return normalized + ("/" if trailing_slash else "")
+
+
+def _reject_declared_object_size(obj: object, *, max_bytes: int) -> None:
+    if not isinstance(obj, dict):
+        return
+    try:
+        declared_size = int(obj.get("ContentLength"))
+    except (TypeError, ValueError):
+        return
+    if declared_size > max_bytes:
+        raise StorageBackendError(
+            f"Stored object exceeds the deployment limit of {max_bytes} bytes"
+        )
+
+
+def _iter_local_files(root: Path):
+    for entry in sorted(root.iterdir(), key=lambda item: item.name):
+        if entry.is_symlink():
+            continue
+        if entry.is_dir():
+            yield from _iter_local_files(entry)
+        elif entry.is_file():
+            yield entry
+
+
+def _s3_missing_error(exc: Exception) -> bool:
+    response = getattr(exc, "response", None)
+    if not isinstance(response, dict):
+        return False
+    error = response.get("Error")
+    metadata = response.get("ResponseMetadata")
+    code = str(error.get("Code") if isinstance(error, dict) else "")
+    status_code = metadata.get("HTTPStatusCode") if isinstance(metadata, dict) else None
+    return code in {"404", "NoSuchKey", "NotFound"} or status_code == 404
+
+
+def _deployment_managed_garage_endpoint(value: str) -> str:
+    endpoint = str(value or "").strip()
+    if endpoint != "http://garage:3900":
+        raise StorageBackendError(
+            "Deployment-managed S3 trust is restricted to http://garage:3900"
+        )
+    return endpoint
+
+
+def _trusted_deployment_endpoint(value: str) -> str:
+    endpoint = str(value or "").strip()
+    parsed = urlsplit(endpoint)
+    try:
+        parsed.port
+    except ValueError as exc:
+        raise StorageBackendError(
+            "Deployment-trusted S3 endpoint has an invalid port"
+        ) from exc
+    if (
+        parsed.scheme.lower() != "https"
+        or not parsed.hostname
+        or parsed.username
+        or parsed.password
+        or parsed.query
+        or parsed.fragment
+        or parsed.path not in {"", "/"}
+    ):
+        raise StorageBackendError(
+            "Deployment-trusted S3 endpoint must be an HTTPS origin without "
+            "credentials, query, fragment, or path"
+        )
+    return endpoint.rstrip("/")
+
+
+__all__ = [
+    "LocalFilesystemStorageBackend",
+    "S3StorageBackend",
+    "StorageBackend",
+    "StorageBackendError",
+    "StorageObjectInfo",
+    "StorageObjectMissing",
+    "StorageObjectPage",
+    "configured_storage_backend",
+    "normalize_storage_key",
+    "normalize_storage_prefix",
+]

src/govoplan_core/core/operations.py

@@ -0,0 +1,44 @@
+from __future__ import annotations
+
+from collections.abc import Callable, Mapping
+from dataclasses import dataclass, field
+from typing import Literal
+
+
+OperationalCheckState = Literal["ok", "warning", "error", "inactive"]
+
+
+@dataclass(frozen=True, slots=True)
+class OperationalCheck:
+    """A bounded module-owned runtime check exposed through the Ops module."""
+
+    id: str
+    label: str
+    state: OperationalCheckState
+    detail: str
+    readiness_critical: bool = False
+    metrics: Mapping[str, object] = field(default_factory=dict)
+
+    def as_dict(self) -> dict[str, object]:
+        return {
+            "id": self.id,
+            "label": self.label,
+            "state": self.state,
+            "detail": self.detail,
+            "readiness_critical": self.readiness_critical,
+            "metrics": dict(self.metrics),
+        }
+
+
+OperationalCheckProvider = Callable[[], OperationalCheck]
+
+
+@dataclass(frozen=True, slots=True)
+class OperationalCheckProviderRegistration:
+    """Register one independently executable operational check."""
+
+    module_id: str
+    check_id: str
+    provider: OperationalCheckProvider
+    cache_seconds: int = 60
+

src/govoplan_core/core/organizations.py

@@ -1,14 +1,58 @@
 from __future__ import annotations
 
-from collections.abc import Sequence
+from collections.abc import Mapping, Sequence
-from dataclasses import dataclass
+from dataclasses import dataclass, field
+from datetime import datetime
 from typing import Literal, Protocol, runtime_checkable
 
 
 ORGANIZATIONS_MODULE_ID = "organizations"
 CAPABILITY_ORGANIZATION_DIRECTORY = "organizations.directory"
+CAPABILITY_ORGANIZATION_HIERARCHY_DIRECTORY = (
+    "organizations.hierarchyDirectory"
+)
 
 OrganizationStatus = Literal["active", "inactive", "suspended"]
+OrganizationResolutionStatus = Literal[
+    "active",
+    "inactive",
+    "missing",
+    "unreachable",
+    "invalid",
+]
+OrganizationHierarchyDirection = Literal["ancestors", "descendants"]
+OrganizationLifecycleResource = Literal[
+    "unit_type",
+    "structure",
+    "relation_type",
+    "unit",
+    "relation",
+    "function_type",
+    "function",
+]
+OrganizationLifecycleAction = Literal[
+    "created",
+    "updated",
+    "moved",
+    "deactivated",
+]
+ORGANIZATION_LIFECYCLE_EVENT_SCHEMA_VERSION = 1
+ORGANIZATION_LIFECYCLE_RESOURCES: tuple[
+    OrganizationLifecycleResource,
+    ...,
+] = (
+    "unit_type",
+    "structure",
+    "relation_type",
+    "unit",
+    "relation",
+    "function_type",
+    "function",
+)
+ORGANIZATION_LIFECYCLE_ACTIONS: tuple[
+    OrganizationLifecycleAction,
+    ...,
+] = ("created", "updated", "moved", "deactivated")
 
 
 @dataclass(frozen=True, slots=True)
@@ -35,6 +79,143 @@ class OrganizationFunctionRef:
     delegable: bool = False
     act_in_place_allowed: bool = False
     status: OrganizationStatus = "active"
+    settings: Mapping[str, object] = field(default_factory=dict)
+
+
+@dataclass(frozen=True, slots=True)
+class OrganizationUnitTypeRef:
+    id: str
+    tenant_id: str
+    slug: str
+    name: str
+    description: str | None = None
+    status: OrganizationStatus = "active"
+
+
+@dataclass(frozen=True, slots=True)
+class OrganizationFunctionTypeRef:
+    id: str
+    tenant_id: str
+    slug: str
+    name: str
+    organization_unit_type_id: str | None = None
+    description: str | None = None
+    delegable: bool = False
+    act_in_place_allowed: bool = False
+    status: OrganizationStatus = "active"
+    settings: Mapping[str, object] = field(default_factory=dict)
+
+
+@dataclass(frozen=True, slots=True)
+class OrganizationStructureRef:
+    id: str
+    tenant_id: str
+    slug: str
+    name: str
+    structure_kind: str
+    description: str | None = None
+    status: OrganizationStatus = "active"
+
+
+@dataclass(frozen=True, slots=True)
+class OrganizationRelationTypeRef:
+    id: str
+    tenant_id: str
+    slug: str
+    name: str
+    structure_id: str | None = None
+    source_unit_type_id: str | None = None
+    target_unit_type_id: str | None = None
+    is_hierarchical: bool = True
+    allow_cycles: bool = False
+    description: str | None = None
+    status: OrganizationStatus = "active"
+
+
+@dataclass(frozen=True, slots=True)
+class OrganizationHierarchyCatalogRef:
+    tenant_id: str
+    structures: tuple[OrganizationStructureRef, ...] = ()
+    relation_types: tuple[OrganizationRelationTypeRef, ...] = ()
+
+
+@dataclass(frozen=True, slots=True)
+class OrganizationHierarchyEdgeRef:
+    id: str
+    tenant_id: str
+    structure: OrganizationStructureRef
+    relation_type: OrganizationRelationTypeRef
+    source_unit_id: str
+    target_unit_id: str
+    valid_from: datetime | None = None
+    valid_until: datetime | None = None
+    status: OrganizationStatus = "active"
+
+
+@dataclass(frozen=True, slots=True)
+class OrganizationHierarchyMatchRef:
+    unit: OrganizationUnitRef
+    depth: int
+    path: tuple[OrganizationHierarchyEdgeRef, ...]
+
+
+@dataclass(frozen=True, slots=True)
+class OrganizationHierarchyResolution:
+    tenant_id: str
+    root_unit_id: str
+    direction: OrganizationHierarchyDirection
+    structure_id: str
+    relation_type_ids: tuple[str, ...]
+    max_depth: int
+    status: OrganizationResolutionStatus
+    root: OrganizationUnitRef | None = None
+    matches: tuple[OrganizationHierarchyMatchRef, ...] = ()
+    cycle_detected: bool = False
+    depth_limited: bool = False
+    diagnostics: tuple[str, ...] = ()
+
+
+@dataclass(frozen=True, slots=True)
+class OrganizationHierarchyPathResolution:
+    tenant_id: str
+    source_unit_id: str
+    target_unit_id: str
+    direction: OrganizationHierarchyDirection
+    structure_id: str
+    relation_type_ids: tuple[str, ...]
+    max_depth: int
+    status: OrganizationResolutionStatus
+    source: OrganizationUnitRef | None = None
+    target: OrganizationUnitRef | None = None
+    path: tuple[OrganizationHierarchyEdgeRef, ...] = ()
+    cycle_detected: bool = False
+    depth_limited: bool = False
+    diagnostics: tuple[str, ...] = ()
+
+
+@dataclass(frozen=True, slots=True)
+class OrganizationFunctionTypeResolution:
+    tenant_id: str
+    function_type_id: str
+    requested_unit_ids: tuple[str, ...]
+    status: OrganizationResolutionStatus
+    function_type: OrganizationFunctionTypeRef | None = None
+    matches: tuple[OrganizationFunctionRef, ...] = ()
+    missing_unit_ids: tuple[str, ...] = ()
+    inactive_unit_ids: tuple[str, ...] = ()
+    diagnostics: tuple[str, ...] = ()
+
+
+@dataclass(frozen=True, slots=True)
+class OrganizationUnitTypeResolution:
+    tenant_id: str
+    unit_type_id: str
+    status: OrganizationResolutionStatus
+    unit_type: OrganizationUnitTypeRef | None = None
+    structure_id: str | None = None
+    root_unit_id: str | None = None
+    matches: tuple[OrganizationUnitRef, ...] = ()
+    diagnostics: tuple[str, ...] = ()
 
 
 @runtime_checkable
@@ -55,3 +236,156 @@ class OrganizationDirectory(Protocol):
         include_subunits: bool = False,
     ) -> Sequence[OrganizationFunctionRef]:
         ...
+
+
+@runtime_checkable
+class OrganizationHierarchyDirectory(Protocol):
+    def hierarchy_catalog(
+        self,
+        tenant_id: str,
+    ) -> OrganizationHierarchyCatalogRef:
+        ...
+
+    def get_unit_type(
+        self,
+        tenant_id: str,
+        unit_type_id: str,
+    ) -> OrganizationUnitTypeRef | None:
+        ...
+
+    def get_function_type(
+        self,
+        tenant_id: str,
+        function_type_id: str,
+    ) -> OrganizationFunctionTypeRef | None:
+        ...
+
+    def resolve_functions_by_type(
+        self,
+        tenant_id: str,
+        function_type_id: str,
+        *,
+        organization_unit_ids: Sequence[str] = (),
+    ) -> OrganizationFunctionTypeResolution:
+        ...
+
+    def resolve_units_by_type(
+        self,
+        tenant_id: str,
+        unit_type_id: str,
+        *,
+        structure_id: str | None = None,
+        root_unit_id: str | None = None,
+        relation_type_ids: Sequence[str] = (),
+        direction: OrganizationHierarchyDirection = "descendants",
+        max_depth: int = 10,
+    ) -> OrganizationUnitTypeResolution:
+        ...
+
+    def resolve_hierarchy_relatives(
+        self,
+        tenant_id: str,
+        organization_unit_ids: Sequence[str],
+        *,
+        structure_id: str,
+        relation_type_ids: Sequence[str] = (),
+        direction: OrganizationHierarchyDirection = "ancestors",
+        max_depth: int = 10,
+    ) -> Sequence[OrganizationHierarchyResolution]:
+        ...
+
+    def resolve_hierarchy_paths(
+        self,
+        tenant_id: str,
+        unit_pairs: Sequence[tuple[str, str]],
+        *,
+        structure_id: str,
+        relation_type_ids: Sequence[str] = (),
+        direction: OrganizationHierarchyDirection = "descendants",
+        max_depth: int = 10,
+    ) -> Sequence[OrganizationHierarchyPathResolution]:
+        ...
+
+
+def organization_directory(
+    registry: object | None,
+) -> OrganizationDirectory | None:
+    capability = _capability(registry, CAPABILITY_ORGANIZATION_DIRECTORY)
+    return capability if isinstance(capability, OrganizationDirectory) else None
+
+
+def organization_hierarchy_directory(
+    registry: object | None,
+) -> OrganizationHierarchyDirectory | None:
+    capability = _capability(
+        registry,
+        CAPABILITY_ORGANIZATION_HIERARCHY_DIRECTORY,
+    )
+    return (
+        capability
+        if isinstance(capability, OrganizationHierarchyDirectory)
+        else None
+    )
+
+
+def organization_lifecycle_event_type(
+    resource: OrganizationLifecycleResource,
+    action: OrganizationLifecycleAction,
+) -> str:
+    if resource not in ORGANIZATION_LIFECYCLE_RESOURCES:
+        raise ValueError("Unsupported organization lifecycle resource.")
+    if action not in ORGANIZATION_LIFECYCLE_ACTIONS:
+        raise ValueError("Unsupported organization lifecycle action.")
+    return f"organizations.{resource}.{action}.v1"
+
+
+ORGANIZATION_DIRECTORY_INVALIDATION_EVENT_TYPES = frozenset(
+    organization_lifecycle_event_type(resource, action)
+    for resource in ORGANIZATION_LIFECYCLE_RESOURCES
+    for action in ORGANIZATION_LIFECYCLE_ACTIONS
+)
+
+
+def _capability(registry: object | None, name: str) -> object | None:
+    if (
+        registry is None
+        or not hasattr(registry, "has_capability")
+        or not hasattr(registry, "capability")
+        or not registry.has_capability(name)
+    ):
+        return None
+    return registry.capability(name)
+
+
+__all__ = [
+    "CAPABILITY_ORGANIZATION_DIRECTORY",
+    "CAPABILITY_ORGANIZATION_HIERARCHY_DIRECTORY",
+    "ORGANIZATION_DIRECTORY_INVALIDATION_EVENT_TYPES",
+    "ORGANIZATION_LIFECYCLE_ACTIONS",
+    "ORGANIZATION_LIFECYCLE_EVENT_SCHEMA_VERSION",
+    "ORGANIZATION_LIFECYCLE_RESOURCES",
+    "ORGANIZATIONS_MODULE_ID",
+    "OrganizationDirectory",
+    "OrganizationFunctionRef",
+    "OrganizationFunctionTypeRef",
+    "OrganizationFunctionTypeResolution",
+    "OrganizationHierarchyDirection",
+    "OrganizationHierarchyCatalogRef",
+    "OrganizationHierarchyDirectory",
+    "OrganizationHierarchyEdgeRef",
+    "OrganizationHierarchyMatchRef",
+    "OrganizationHierarchyPathResolution",
+    "OrganizationHierarchyResolution",
+    "OrganizationLifecycleAction",
+    "OrganizationLifecycleResource",
+    "OrganizationRelationTypeRef",
+    "OrganizationResolutionStatus",
+    "OrganizationStatus",
+    "OrganizationStructureRef",
+    "OrganizationUnitRef",
+    "OrganizationUnitTypeRef",
+    "OrganizationUnitTypeResolution",
+    "organization_directory",
+    "organization_hierarchy_directory",
+    "organization_lifecycle_event_type",
+]

src/govoplan_core/core/ownership.py

@@ -0,0 +1,965 @@
+from __future__ import annotations
+
+from dataclasses import dataclass
+from datetime import datetime, timedelta, timezone
+from enum import StrEnum
+import hashlib
+import json
+from typing import Any, Protocol, runtime_checkable
+import uuid
+
+from sqlalchemy import DateTime, Index, Integer, JSON, String, Text, UniqueConstraint
+from sqlalchemy.orm import Mapped, Session, mapped_column
+
+from govoplan_core.db.base import Base, TimestampMixin, utcnow
+
+
+class OwnershipTransferKind(StrEnum):
+    OWNER_INITIATED = "owner_initiated"
+    TARGET_REQUESTED = "target_requested"
+    ADMINISTRATIVE_RECOVERY = "administrative_recovery"
+
+
+class OwnershipTransferStatus(StrEnum):
+    AWAITING_OWNER_APPROVAL = "awaiting_owner_approval"
+    AWAITING_TARGET_ACCEPTANCE = "awaiting_target_acceptance"
+    AWAITING_RECOVERY_APPROVALS = "awaiting_recovery_approvals"
+    RECOVERY_SCHEDULED = "recovery_scheduled"
+    COMPLETED = "completed"
+    DECLINED = "declined"
+    CANCELLED = "cancelled"
+    EXPIRED = "expired"
+
+
+TERMINAL_OWNERSHIP_TRANSFER_STATUSES = frozenset(
+    {
+        OwnershipTransferStatus.COMPLETED.value,
+        OwnershipTransferStatus.DECLINED.value,
+        OwnershipTransferStatus.CANCELLED.value,
+        OwnershipTransferStatus.EXPIRED.value,
+    }
+)
+
+
+class OwnershipTransferError(ValueError):
+    pass
+
+
+class OwnershipAuthorizationError(PermissionError):
+    pass
+
+
+class OwnershipIdempotencyConflict(OwnershipTransferError):
+    pass
+
+
+class OwnershipTransferExpired(OwnershipTransferError):
+    pass
+
+
+@dataclass(frozen=True, slots=True)
+class OwnershipSubjectRef:
+    type: str
+    id: str
+    label: str | None = None
+    scopes: frozenset[str] = frozenset()
+    group_ids: frozenset[str] = frozenset()
+    recently_authenticated: bool = False
+
+    def __post_init__(self) -> None:
+        if not self.type.strip() or not self.id.strip():
+            raise ValueError("Ownership subjects require a type and id")
+
+
+@dataclass(frozen=True, slots=True)
+class OwnershipResourceRef:
+    module_id: str
+    resource_type: str
+    resource_id: str
+
+    def __post_init__(self) -> None:
+        if not self.module_id.strip() or not self.resource_type.strip() or not self.resource_id.strip():
+            raise ValueError("Ownership resources require module, type, and id")
+
+
+@dataclass(frozen=True, slots=True)
+class OwnershipActionDecision:
+    allowed: bool
+    reason: str | None = None
+    requirements: tuple[str, ...] = ()
+
+
+@dataclass(frozen=True, slots=True)
+class OwnershipTransferPolicy:
+    default_expiry_days: int = 7
+    min_expiry_days: int = 1
+    max_expiry_days: int = 30
+    recovery_assurance_profile: str = "standard"
+    recovery_required_approvals: int = 2
+    recovery_delay_hours: int = 24
+    recent_authentication_required: bool = True
+
+    def __post_init__(self) -> None:
+        if not 1 <= self.min_expiry_days <= self.default_expiry_days <= self.max_expiry_days:
+            raise ValueError("Ownership transfer expiry policy is inconsistent")
+        if self.recovery_required_approvals < 1:
+            raise ValueError("Ownership recovery requires at least one approval")
+        if self.recovery_delay_hours < 0:
+            raise ValueError("Ownership recovery delay cannot be negative")
+
+    @classmethod
+    def development(cls) -> OwnershipTransferPolicy:
+        return cls(
+            recovery_assurance_profile="development-single-admin",
+            recovery_required_approvals=1,
+            recovery_delay_hours=0,
+            recent_authentication_required=False,
+        )
+
+
+@runtime_checkable
+class ResourceOwnershipProvider(Protocol):
+    def current_owner(
+        self,
+        session: object,
+        *,
+        tenant_id: str,
+        resource_id: str,
+    ) -> OwnershipSubjectRef | None:
+        ...
+
+    def authorize_ownership_action(
+        self,
+        session: object,
+        *,
+        tenant_id: str,
+        resource_id: str,
+        action: str,
+        actor: OwnershipSubjectRef,
+        current_owner: OwnershipSubjectRef,
+        target_owner: OwnershipSubjectRef,
+    ) -> OwnershipActionDecision:
+        ...
+
+    def apply_owner(
+        self,
+        session: object,
+        *,
+        tenant_id: str,
+        resource_id: str,
+        expected_owner: OwnershipSubjectRef,
+        target_owner: OwnershipSubjectRef,
+        actor: OwnershipSubjectRef,
+        reason: str | None,
+    ) -> None:
+        ...
+
+
+@dataclass(frozen=True, slots=True)
+class OwnershipProviderRegistration:
+    resource_type: str
+    provider: ResourceOwnershipProvider
+    module_id: str | None = None
+
+
+class OwnershipTransfer(Base, TimestampMixin):
+    __tablename__ = "core_ownership_transfers"
+    __table_args__ = (
+        UniqueConstraint(
+            "tenant_id",
+            "resource_module",
+            "idempotency_key",
+            name="uq_core_ownership_transfer_idempotency",
+        ),
+        Index(
+            "ix_core_ownership_transfer_resource",
+            "tenant_id",
+            "resource_module",
+            "resource_type",
+            "resource_id",
+            "status",
+        ),
+        Index(
+            "ix_core_ownership_transfer_expiry",
+            "status",
+            "expires_at",
+        ),
+    )
+
+    id: Mapped[str] = mapped_column(
+        String(36),
+        primary_key=True,
+        default=lambda: str(uuid.uuid4()),
+    )
+    tenant_id: Mapped[str] = mapped_column(String(36), nullable=False, index=True)
+    resource_module: Mapped[str] = mapped_column(String(100), nullable=False)
+    resource_type: Mapped[str] = mapped_column(String(100), nullable=False)
+    resource_id: Mapped[str] = mapped_column(String(255), nullable=False)
+    kind: Mapped[str] = mapped_column(String(40), nullable=False, index=True)
+    status: Mapped[str] = mapped_column(String(50), nullable=False, index=True)
+    current_owner_type: Mapped[str] = mapped_column(String(40), nullable=False)
+    current_owner_id: Mapped[str] = mapped_column(String(255), nullable=False)
+    target_owner_type: Mapped[str] = mapped_column(String(40), nullable=False)
+    target_owner_id: Mapped[str] = mapped_column(String(255), nullable=False)
+    initiated_by_type: Mapped[str] = mapped_column(String(40), nullable=False)
+    initiated_by_id: Mapped[str] = mapped_column(String(255), nullable=False)
+    owner_approved_by_type: Mapped[str | None] = mapped_column(String(40))
+    owner_approved_by_id: Mapped[str | None] = mapped_column(String(255))
+    target_accepted_by_type: Mapped[str | None] = mapped_column(String(40))
+    target_accepted_by_id: Mapped[str | None] = mapped_column(String(255))
+    reason: Mapped[str | None] = mapped_column(Text)
+    assurance_profile: Mapped[str | None] = mapped_column(String(80))
+    required_approvals: Mapped[int] = mapped_column(Integer, default=1, nullable=False)
+    approvals: Mapped[list[dict[str, Any]]] = mapped_column(JSON, default=list, nullable=False)
+    decisions: Mapped[list[dict[str, Any]]] = mapped_column(JSON, default=list, nullable=False)
+    idempotency_key: Mapped[str] = mapped_column(String(200), nullable=False)
+    canonical_request_hash: Mapped[str] = mapped_column(String(64), nullable=False)
+    expires_at: Mapped[datetime] = mapped_column(DateTime(timezone=True), nullable=False)
+    execute_after: Mapped[datetime | None] = mapped_column(DateTime(timezone=True))
+    completed_at: Mapped[datetime | None] = mapped_column(DateTime(timezone=True))
+    declined_at: Mapped[datetime | None] = mapped_column(DateTime(timezone=True))
+    cancelled_at: Mapped[datetime | None] = mapped_column(DateTime(timezone=True))
+    expired_at: Mapped[datetime | None] = mapped_column(DateTime(timezone=True))
+    revision: Mapped[int] = mapped_column(Integer, default=1, nullable=False)
+    metadata_: Mapped[dict[str, Any]] = mapped_column(
+        "metadata",
+        JSON,
+        default=dict,
+        nullable=False,
+    )
+
+
+def start_owner_initiated_transfer(
+    session: Session,
+    *,
+    tenant_id: str,
+    resource: OwnershipResourceRef,
+    provider: ResourceOwnershipProvider,
+    actor: OwnershipSubjectRef,
+    target_owner: OwnershipSubjectRef,
+    idempotency_key: str,
+    reason: str | None = None,
+    expiry_days: int | None = None,
+    policy: OwnershipTransferPolicy = OwnershipTransferPolicy(),
+    now: datetime | None = None,
+) -> OwnershipTransfer:
+    return _start_transfer(
+        session,
+        tenant_id=tenant_id,
+        resource=resource,
+        provider=provider,
+        actor=actor,
+        target_owner=target_owner,
+        kind=OwnershipTransferKind.OWNER_INITIATED,
+        initial_status=OwnershipTransferStatus.AWAITING_TARGET_ACCEPTANCE,
+        authorization_action="propose_transfer",
+        idempotency_key=idempotency_key,
+        reason=reason,
+        expiry_days=expiry_days,
+        policy=policy,
+        now=now,
+        assurance_profile=None,
+        required_approvals=1,
+        execute_after=None,
+        metadata={},
+    )
+
+
+def request_ownership(
+    session: Session,
+    *,
+    tenant_id: str,
+    resource: OwnershipResourceRef,
+    provider: ResourceOwnershipProvider,
+    actor: OwnershipSubjectRef,
+    target_owner: OwnershipSubjectRef | None = None,
+    idempotency_key: str,
+    reason: str | None = None,
+    expiry_days: int | None = None,
+    policy: OwnershipTransferPolicy = OwnershipTransferPolicy(),
+    now: datetime | None = None,
+) -> OwnershipTransfer:
+    requested_owner = target_owner or actor
+    return _start_transfer(
+        session,
+        tenant_id=tenant_id,
+        resource=resource,
+        provider=provider,
+        actor=actor,
+        target_owner=requested_owner,
+        kind=OwnershipTransferKind.TARGET_REQUESTED,
+        initial_status=OwnershipTransferStatus.AWAITING_OWNER_APPROVAL,
+        authorization_action="request_ownership",
+        idempotency_key=idempotency_key,
+        reason=reason,
+        expiry_days=expiry_days,
+        policy=policy,
+        now=now,
+        assurance_profile=None,
+        required_approvals=1,
+        execute_after=None,
+        metadata={},
+    )
+
+
+def approve_ownership_request(
+    session: Session,
+    *,
+    transfer: OwnershipTransfer,
+    provider: ResourceOwnershipProvider,
+    actor: OwnershipSubjectRef,
+    now: datetime | None = None,
+) -> OwnershipTransfer:
+    effective_now = _utc(now)
+    _require_active(session, transfer, effective_now)
+    if (
+        transfer.kind != OwnershipTransferKind.TARGET_REQUESTED.value
+        or transfer.status != OwnershipTransferStatus.AWAITING_OWNER_APPROVAL.value
+    ):
+        raise OwnershipTransferError("Ownership request is not awaiting owner approval")
+    _authorize(provider, session, transfer, actor, "approve_requested_transfer")
+    transfer.owner_approved_by_type = actor.type
+    transfer.owner_approved_by_id = actor.id
+    transfer.status = OwnershipTransferStatus.AWAITING_TARGET_ACCEPTANCE.value
+    _touch(transfer)
+    _record_decision(
+        transfer,
+        action="owner_approved",
+        actor=actor,
+        decided_at=effective_now,
+    )
+    _emit_transfer_event(session, transfer, "owner_approved", actor)
+    session.flush()
+    return transfer
+
+
+def accept_ownership_transfer(
+    session: Session,
+    *,
+    transfer: OwnershipTransfer,
+    provider: ResourceOwnershipProvider,
+    actor: OwnershipSubjectRef,
+    now: datetime | None = None,
+) -> OwnershipTransfer:
+    effective_now = _utc(now)
+    _require_active(session, transfer, effective_now)
+    if transfer.status != OwnershipTransferStatus.AWAITING_TARGET_ACCEPTANCE.value:
+        raise OwnershipTransferError("Ownership transfer is not awaiting target acceptance")
+    action = (
+        "accept_group_transfer"
+        if transfer.target_owner_type == "group"
+        else "accept_transfer"
+    )
+    _authorize(provider, session, transfer, actor, action)
+    current_owner = _owner_ref(transfer, target=False)
+    target_owner = _owner_ref(transfer, target=True)
+    provider.apply_owner(
+        session,
+        tenant_id=transfer.tenant_id,
+        resource_id=transfer.resource_id,
+        expected_owner=current_owner,
+        target_owner=target_owner,
+        actor=actor,
+        reason=transfer.reason,
+    )
+    transfer.target_accepted_by_type = actor.type
+    transfer.target_accepted_by_id = actor.id
+    transfer.status = OwnershipTransferStatus.COMPLETED.value
+    transfer.completed_at = effective_now
+    _touch(transfer)
+    _record_decision(
+        transfer,
+        action="accepted",
+        actor=actor,
+        decided_at=effective_now,
+    )
+    _emit_transfer_event(session, transfer, "completed", actor)
+    session.flush()
+    return transfer
+
+
+def decline_ownership_transfer(
+    session: Session,
+    *,
+    transfer: OwnershipTransfer,
+    provider: ResourceOwnershipProvider,
+    actor: OwnershipSubjectRef,
+    now: datetime | None = None,
+) -> OwnershipTransfer:
+    effective_now = _utc(now)
+    _require_active(session, transfer, effective_now)
+    _authorize(provider, session, transfer, actor, "decline_transfer")
+    transfer.status = OwnershipTransferStatus.DECLINED.value
+    transfer.declined_at = effective_now
+    _touch(transfer)
+    _record_decision(
+        transfer,
+        action="declined",
+        actor=actor,
+        decided_at=effective_now,
+    )
+    _emit_transfer_event(session, transfer, "declined", actor)
+    session.flush()
+    return transfer
+
+
+def cancel_ownership_transfer(
+    session: Session,
+    *,
+    transfer: OwnershipTransfer,
+    provider: ResourceOwnershipProvider,
+    actor: OwnershipSubjectRef,
+    now: datetime | None = None,
+) -> OwnershipTransfer:
+    effective_now = _utc(now)
+    _require_active(session, transfer, effective_now)
+    _authorize(provider, session, transfer, actor, "cancel_transfer")
+    transfer.status = OwnershipTransferStatus.CANCELLED.value
+    transfer.cancelled_at = effective_now
+    _touch(transfer)
+    _record_decision(
+        transfer,
+        action="cancelled",
+        actor=actor,
+        decided_at=effective_now,
+    )
+    _emit_transfer_event(session, transfer, "cancelled", actor)
+    session.flush()
+    return transfer
+
+
+def start_administrative_recovery(
+    session: Session,
+    *,
+    tenant_id: str,
+    resource: OwnershipResourceRef,
+    provider: ResourceOwnershipProvider,
+    actor: OwnershipSubjectRef,
+    target_owner: OwnershipSubjectRef,
+    idempotency_key: str,
+    reason: str,
+    policy: OwnershipTransferPolicy = OwnershipTransferPolicy(),
+    now: datetime | None = None,
+) -> OwnershipTransfer:
+    if not reason.strip():
+        raise OwnershipTransferError("Administrative recovery requires a reason")
+    if policy.recent_authentication_required and not actor.recently_authenticated:
+        raise OwnershipAuthorizationError(
+            "Administrative recovery requires recent authentication"
+        )
+    effective_now = _utc(now)
+    transfer = _start_transfer(
+        session,
+        tenant_id=tenant_id,
+        resource=resource,
+        provider=provider,
+        actor=actor,
+        target_owner=target_owner,
+        kind=OwnershipTransferKind.ADMINISTRATIVE_RECOVERY,
+        initial_status=OwnershipTransferStatus.AWAITING_RECOVERY_APPROVALS,
+        authorization_action="request_recovery",
+        idempotency_key=idempotency_key,
+        reason=reason,
+        expiry_days=policy.default_expiry_days,
+        policy=policy,
+        now=effective_now,
+        assurance_profile=policy.recovery_assurance_profile,
+        required_approvals=policy.recovery_required_approvals,
+        execute_after=effective_now
+        + timedelta(hours=policy.recovery_delay_hours),
+        metadata={
+            "recent_authentication_required": (
+                policy.recent_authentication_required
+            ),
+            "encryption_keys_included": False,
+        },
+    )
+    return transfer
+
+
+def approve_administrative_recovery(
+    session: Session,
+    *,
+    transfer: OwnershipTransfer,
+    provider: ResourceOwnershipProvider,
+    actor: OwnershipSubjectRef,
+    now: datetime | None = None,
+) -> OwnershipTransfer:
+    effective_now = _utc(now)
+    _require_active(session, transfer, effective_now)
+    _require_recovery_authentication(transfer, actor)
+    if (
+        transfer.kind != OwnershipTransferKind.ADMINISTRATIVE_RECOVERY.value
+        or transfer.status
+        not in {
+            OwnershipTransferStatus.AWAITING_RECOVERY_APPROVALS.value,
+            OwnershipTransferStatus.RECOVERY_SCHEDULED.value,
+        }
+    ):
+        raise OwnershipTransferError("Ownership recovery is not awaiting approval")
+    _authorize(provider, session, transfer, actor, "approve_recovery")
+    approvals = list(transfer.approvals or [])
+    if any(
+        item.get("actor_type") == actor.type and item.get("actor_id") == actor.id
+        for item in approvals
+    ):
+        return transfer
+    approvals.append(
+        {
+            "actor_type": actor.type,
+            "actor_id": actor.id,
+            "approved_at": effective_now.isoformat(),
+        }
+    )
+    transfer.approvals = approvals
+    if len(approvals) >= transfer.required_approvals:
+        transfer.status = OwnershipTransferStatus.RECOVERY_SCHEDULED.value
+    _touch(transfer)
+    _record_decision(
+        transfer,
+        action="recovery_approved",
+        actor=actor,
+        decided_at=effective_now,
+        details={"approval_count": len(approvals)},
+    )
+    _emit_transfer_event(session, transfer, "recovery_approved", actor)
+    session.flush()
+    return transfer
+
+
+def execute_administrative_recovery(
+    session: Session,
+    *,
+    transfer: OwnershipTransfer,
+    provider: ResourceOwnershipProvider,
+    actor: OwnershipSubjectRef,
+    now: datetime | None = None,
+) -> OwnershipTransfer:
+    effective_now = _utc(now)
+    _require_active(session, transfer, effective_now)
+    _require_recovery_authentication(transfer, actor)
+    if transfer.status != OwnershipTransferStatus.RECOVERY_SCHEDULED.value:
+        raise OwnershipTransferError("Ownership recovery has not reached its approval quorum")
+    if transfer.execute_after and _utc(transfer.execute_after) > effective_now:
+        raise OwnershipTransferError("Ownership recovery assurance delay has not elapsed")
+    _authorize(provider, session, transfer, actor, "execute_recovery")
+    provider.apply_owner(
+        session,
+        tenant_id=transfer.tenant_id,
+        resource_id=transfer.resource_id,
+        expected_owner=_owner_ref(transfer, target=False),
+        target_owner=_owner_ref(transfer, target=True),
+        actor=actor,
+        reason=transfer.reason,
+    )
+    transfer.status = OwnershipTransferStatus.COMPLETED.value
+    transfer.completed_at = effective_now
+    _touch(transfer)
+    _record_decision(
+        transfer,
+        action="recovery_executed",
+        actor=actor,
+        decided_at=effective_now,
+    )
+    _emit_transfer_event(session, transfer, "recovery_completed", actor)
+    session.flush()
+    return transfer
+
+
+def expire_due_ownership_transfers(
+    session: Session,
+    *,
+    now: datetime | None = None,
+    limit: int = 250,
+) -> int:
+    effective_now = _utc(now)
+    rows = (
+        session.query(OwnershipTransfer)
+        .filter(
+            OwnershipTransfer.status.notin_(
+                sorted(TERMINAL_OWNERSHIP_TRANSFER_STATUSES)
+            ),
+            OwnershipTransfer.expires_at <= effective_now,
+        )
+        .order_by(OwnershipTransfer.expires_at.asc(), OwnershipTransfer.id.asc())
+        .limit(limit)
+        .all()
+    )
+    for transfer in rows:
+        transfer.status = OwnershipTransferStatus.EXPIRED.value
+        transfer.expired_at = effective_now
+        _touch(transfer)
+        _record_decision(
+            transfer,
+            action="expired",
+            actor=None,
+            decided_at=effective_now,
+        )
+        _emit_transfer_event(session, transfer, "expired", None)
+    session.flush()
+    return len(rows)
+
+
+def _start_transfer(
+    session: Session,
+    *,
+    tenant_id: str,
+    resource: OwnershipResourceRef,
+    provider: ResourceOwnershipProvider,
+    actor: OwnershipSubjectRef,
+    target_owner: OwnershipSubjectRef,
+    kind: OwnershipTransferKind,
+    initial_status: OwnershipTransferStatus,
+    authorization_action: str,
+    idempotency_key: str,
+    reason: str | None,
+    expiry_days: int | None,
+    policy: OwnershipTransferPolicy,
+    now: datetime | None,
+    assurance_profile: str | None,
+    required_approvals: int,
+    execute_after: datetime | None,
+    metadata: dict[str, Any],
+) -> OwnershipTransfer:
+    if not resource.module_id or resource.module_id != resource.module_id.strip():
+        raise OwnershipTransferError("Ownership resource module id is invalid")
+    clean_key = idempotency_key.strip()
+    if not clean_key or len(clean_key) > 200:
+        raise OwnershipTransferError("A bounded ownership idempotency key is required")
+    effective_now = _utc(now)
+    days = policy.default_expiry_days if expiry_days is None else expiry_days
+    if not policy.min_expiry_days <= days <= policy.max_expiry_days:
+        raise OwnershipTransferError(
+            "Ownership transfer expiry is outside the effective policy"
+        )
+    current_owner = provider.current_owner(
+        session,
+        tenant_id=tenant_id,
+        resource_id=resource.resource_id,
+    )
+    if current_owner is None:
+        raise OwnershipTransferError("Owned resource was not found")
+    if current_owner.type == target_owner.type and current_owner.id == target_owner.id:
+        raise OwnershipTransferError("Target is already the resource owner")
+    _authorize_direct(
+        provider,
+        session,
+        tenant_id=tenant_id,
+        resource_id=resource.resource_id,
+        current_owner=current_owner,
+        target_owner=target_owner,
+        actor=actor,
+        action=authorization_action,
+    )
+    request_hash = _request_hash(
+        tenant_id=tenant_id,
+        resource=resource,
+        kind=kind,
+        current_owner=current_owner,
+        target_owner=target_owner,
+        actor=actor,
+        reason=reason,
+        expiry_days=days,
+        assurance_profile=assurance_profile,
+        required_approvals=required_approvals,
+        execute_after=execute_after,
+        metadata=metadata,
+    )
+    existing = (
+        session.query(OwnershipTransfer)
+        .filter(
+            OwnershipTransfer.tenant_id == tenant_id,
+            OwnershipTransfer.resource_module == resource.module_id,
+            OwnershipTransfer.idempotency_key == clean_key,
+        )
+        .one_or_none()
+    )
+    if existing is not None:
+        if existing.canonical_request_hash != request_hash:
+            raise OwnershipIdempotencyConflict(
+                "Ownership idempotency key is already bound to another request"
+            )
+        return existing
+    transfer = OwnershipTransfer(
+        tenant_id=tenant_id,
+        resource_module=resource.module_id,
+        resource_type=resource.resource_type,
+        resource_id=resource.resource_id,
+        kind=kind.value,
+        status=initial_status.value,
+        current_owner_type=current_owner.type,
+        current_owner_id=current_owner.id,
+        target_owner_type=target_owner.type,
+        target_owner_id=target_owner.id,
+        initiated_by_type=actor.type,
+        initiated_by_id=actor.id,
+        reason=reason.strip() if reason else None,
+        assurance_profile=assurance_profile,
+        required_approvals=required_approvals,
+        approvals=[],
+        decisions=[],
+        idempotency_key=clean_key,
+        canonical_request_hash=request_hash,
+        expires_at=effective_now + timedelta(days=days),
+        execute_after=execute_after,
+        metadata_=dict(metadata),
+    )
+    session.add(transfer)
+    session.flush()
+    _record_decision(
+        transfer,
+        action="started",
+        actor=actor,
+        decided_at=effective_now,
+        details={
+            "kind": kind.value,
+            "initial_status": initial_status.value,
+            "assurance_profile": assurance_profile,
+            "required_approvals": required_approvals,
+        },
+    )
+    _emit_transfer_event(session, transfer, "started", actor)
+    return transfer
+
+
+def _authorize(
+    provider: ResourceOwnershipProvider,
+    session: Session,
+    transfer: OwnershipTransfer,
+    actor: OwnershipSubjectRef,
+    action: str,
+) -> None:
+    _authorize_direct(
+        provider,
+        session,
+        tenant_id=transfer.tenant_id,
+        resource_id=transfer.resource_id,
+        current_owner=_owner_ref(transfer, target=False),
+        target_owner=_owner_ref(transfer, target=True),
+        actor=actor,
+        action=action,
+    )
+
+
+def _authorize_direct(
+    provider: ResourceOwnershipProvider,
+    session: Session,
+    *,
+    tenant_id: str,
+    resource_id: str,
+    current_owner: OwnershipSubjectRef,
+    target_owner: OwnershipSubjectRef,
+    actor: OwnershipSubjectRef,
+    action: str,
+) -> None:
+    decision = provider.authorize_ownership_action(
+        session,
+        tenant_id=tenant_id,
+        resource_id=resource_id,
+        action=action,
+        actor=actor,
+        current_owner=current_owner,
+        target_owner=target_owner,
+    )
+    if not decision.allowed:
+        raise OwnershipAuthorizationError(
+            decision.reason or f"Ownership action is not allowed: {action}"
+        )
+
+
+def _require_active(
+    session: Session,
+    transfer: OwnershipTransfer,
+    now: datetime,
+) -> None:
+    if transfer.status in TERMINAL_OWNERSHIP_TRANSFER_STATUSES:
+        raise OwnershipTransferError("Ownership transfer is already final")
+    if _utc(transfer.expires_at) <= now:
+        transfer.status = OwnershipTransferStatus.EXPIRED.value
+        transfer.expired_at = now
+        _touch(transfer)
+        _record_decision(
+            transfer,
+            action="expired",
+            actor=None,
+            decided_at=now,
+        )
+        _emit_transfer_event(session, transfer, "expired", None)
+        raise OwnershipTransferExpired("Ownership transfer has expired")
+
+
+def _require_recovery_authentication(
+    transfer: OwnershipTransfer,
+    actor: OwnershipSubjectRef,
+) -> None:
+    if (
+        bool((transfer.metadata_ or {}).get("recent_authentication_required"))
+        and not actor.recently_authenticated
+    ):
+        raise OwnershipAuthorizationError(
+            "Administrative recovery requires recent authentication"
+        )
+
+
+def _owner_ref(
+    transfer: OwnershipTransfer,
+    *,
+    target: bool,
+) -> OwnershipSubjectRef:
+    return OwnershipSubjectRef(
+        type=transfer.target_owner_type if target else transfer.current_owner_type,
+        id=transfer.target_owner_id if target else transfer.current_owner_id,
+    )
+
+
+def _touch(transfer: OwnershipTransfer) -> None:
+    transfer.revision = int(transfer.revision or 0) + 1
+
+
+def _record_decision(
+    transfer: OwnershipTransfer,
+    *,
+    action: str,
+    actor: OwnershipSubjectRef | None,
+    decided_at: datetime,
+    details: dict[str, Any] | None = None,
+) -> None:
+    decisions = list(transfer.decisions or [])
+    decisions.append(
+        {
+            "sequence": len(decisions) + 1,
+            "action": action,
+            "actor_type": actor.type if actor else None,
+            "actor_id": actor.id if actor else None,
+            "decided_at": _utc(decided_at).isoformat(),
+            "status": transfer.status,
+            "details": dict(details or {}),
+        }
+    )
+    transfer.decisions = decisions
+
+
+def _utc(value: datetime | None) -> datetime:
+    if value is None:
+        return utcnow()
+    if value.tzinfo is None:
+        return value.replace(tzinfo=timezone.utc)
+    return value.astimezone(timezone.utc)
+
+
+def _request_hash(
+    *,
+    tenant_id: str,
+    resource: OwnershipResourceRef,
+    kind: OwnershipTransferKind,
+    current_owner: OwnershipSubjectRef,
+    target_owner: OwnershipSubjectRef,
+    actor: OwnershipSubjectRef,
+    reason: str | None,
+    expiry_days: int,
+    assurance_profile: str | None,
+    required_approvals: int,
+    execute_after: datetime | None,
+    metadata: dict[str, Any],
+) -> str:
+    payload = {
+        "tenant_id": tenant_id,
+        "resource": {
+            "module_id": resource.module_id,
+            "type": resource.resource_type,
+            "id": resource.resource_id,
+        },
+        "kind": kind.value,
+        "current_owner": {"type": current_owner.type, "id": current_owner.id},
+        "target_owner": {"type": target_owner.type, "id": target_owner.id},
+        "actor": {"type": actor.type, "id": actor.id},
+        "reason": reason.strip() if reason else None,
+        "expiry_days": expiry_days,
+        "assurance_profile": assurance_profile,
+        "required_approvals": required_approvals,
+        "execute_after": (
+            _utc(execute_after).isoformat()
+            if execute_after is not None
+            else None
+        ),
+        "metadata": metadata,
+    }
+    encoded = json.dumps(
+        payload,
+        sort_keys=True,
+        separators=(",", ":"),
+    ).encode("utf-8")
+    return hashlib.sha256(encoded).hexdigest()
+
+
+def _emit_transfer_event(
+    session: Session,
+    transfer: OwnershipTransfer,
+    action: str,
+    actor: OwnershipSubjectRef | None,
+) -> None:
+    from govoplan_core.core.events import (
+        EventActorRef,
+        EventObjectRef,
+        EventTenantRef,
+        PlatformEvent,
+        emit_platform_event,
+    )
+
+    emit_platform_event(
+        session,
+        PlatformEvent(
+            type=f"core.ownership_transfer.{action}.v1",
+            module_id="core",
+            tenant=EventTenantRef(id=transfer.tenant_id),
+            actor=EventActorRef(type=actor.type, id=actor.id) if actor else None,
+            resource=EventObjectRef(
+                type="ownership_transfer",
+                id=transfer.id,
+            ),
+            classification="confidential",
+            payload={
+                "schema_version": 1,
+                "resource_module": transfer.resource_module,
+                "resource_type": transfer.resource_type,
+                "resource_id": transfer.resource_id,
+                "kind": transfer.kind,
+                "status": transfer.status,
+                "current_owner_type": transfer.current_owner_type,
+                "current_owner_id": transfer.current_owner_id,
+                "target_owner_type": transfer.target_owner_type,
+                "target_owner_id": transfer.target_owner_id,
+                "assurance_profile": transfer.assurance_profile,
+                "required_approvals": transfer.required_approvals,
+                "approval_count": len(transfer.approvals or []),
+                "encryption_keys_included": False,
+            },
+        ),
+    )
+
+
+__all__ = [
+    "OwnershipActionDecision",
+    "OwnershipAuthorizationError",
+    "OwnershipIdempotencyConflict",
+    "OwnershipProviderRegistration",
+    "OwnershipResourceRef",
+    "OwnershipSubjectRef",
+    "OwnershipTransfer",
+    "OwnershipTransferError",
+    "OwnershipTransferExpired",
+    "OwnershipTransferKind",
+    "OwnershipTransferPolicy",
+    "OwnershipTransferStatus",
+    "ResourceOwnershipProvider",
+    "accept_ownership_transfer",
+    "approve_administrative_recovery",
+    "approve_ownership_request",
+    "cancel_ownership_transfer",
+    "decline_ownership_transfer",
+    "execute_administrative_recovery",
+    "expire_due_ownership_transfers",
+    "request_ownership",
+    "start_administrative_recovery",
+    "start_owner_initiated_transfer",
+]