feat: add Campaign work orchestration contract

Refs #264, #285, #289

.dockerignore

@@ -0,0 +1,28 @@
+.git
+.venv
+node_modules
+webui/node_modules
+audit-reports
+runtime
+dist
+build
+coverage
+htmlcov
+__pycache__
+*.pyc
+*.pyo
+*.log
+.mypy_cache
+.pytest_cache
+.ruff_cache
+.cache
+.component-test-build
+.module-test-build
+.policy-test-build
+.template-preview-test-build
+.import-test-build
+webui/.component-test-build
+webui/.module-test-build
+webui/.policy-test-build
+webui/.template-preview-test-build
+webui/.import-test-build

.env.example

@@ -1,32 +0,0 @@
-# GovOPlaN self-hosted install configuration.
-# Copy to a deployment-local .env or secret store. Do not commit populated secrets.
-
-APP_ENV=production
-GOVOPLAN_INSTALL_PROFILE=self-hosted
-MASTER_KEY_B64=<generate-with-govoplan-config-env-template-generate-secrets>
-
-DATABASE_URL=postgresql+psycopg://govoplan:change-me@127.0.0.1:5432/govoplan
-GOVOPLAN_DATABASE_URL_PGTOOLS=postgresql://govoplan:change-me@127.0.0.1:5432/govoplan
-
-ENABLED_MODULES=tenancy,organizations,identity,access,admin,dashboard,policy,audit,files,mail,campaigns,calendar,docs,ops
-
-CELERY_ENABLED=true
-REDIS_URL=redis://127.0.0.1:6379/0
-CELERY_QUEUES=send_email,append_sent,default
-
-CORS_ORIGINS=https://govoplan.example.org
-AUTH_COOKIE_SECURE=true
-AUTH_COOKIE_SAMESITE=lax
-AUTH_COOKIE_DOMAIN=
-
-FILE_STORAGE_BACKEND=local
-FILE_STORAGE_LOCAL_ROOT=/var/lib/govoplan/files
-FILE_STORAGE_LOCAL_FALLBACK_ROOTS=
-
-DEV_AUTO_MIGRATE_ENABLED=false
-DEV_BOOTSTRAP_ENABLED=false
-DEV_MAILBOX_API_ENABLED=false
-
-GOVOPLAN_MODULE_PACKAGE_CATALOG_URL=https://govoplan.add-ideas.de/catalogs/v1/channels/stable.json
-GOVOPLAN_MODULE_PACKAGE_CATALOG_TRUSTED_KEYS_FILE=/etc/govoplan/catalog-keyring.json
-GOVOPLAN_MODULE_PACKAGE_CATALOG_APPROVED_CHANNEL=stable

.gitea/workflows/dependency-audit.yml

@@ -1,50 +0,0 @@
-name: Dependency Audit
-
-on:
-  pull_request:
-  push:
-    branches:
-      - main
-  schedule:
-    - cron: "23 3 * * 1"
-
-jobs:
-  dependency-audit:
-    runs-on: ubuntu-latest
-    steps:
-      - uses: actions/checkout@v4
-      - uses: actions/setup-python@v5
-        with:
-          python-version: "3.12"
-      - uses: actions/setup-node@v4
-        with:
-          node-version: "22"
-      - name: Configure SSH for release dependencies
-        env:
-          GOVOPLAN_RELEASE_SSH_KEY_B64: ${{ secrets.GOVOPLAN_RELEASE_SSH_KEY_B64 }}
-        run: |
-          mkdir -p ~/.ssh
-          chmod 700 ~/.ssh
-          if [ -z "${GOVOPLAN_RELEASE_SSH_KEY_B64:-}" ]; then
-            echo "GOVOPLAN_RELEASE_SSH_KEY_B64 secret is required for git+ssh release dependencies."
-            exit 1
-          fi
-          printf '%s' "$GOVOPLAN_RELEASE_SSH_KEY_B64" | base64 -d > ~/.ssh/id_ed25519
-          chmod 600 ~/.ssh/id_ed25519
-          echo 'git.add-ideas.de ssh-ed25519 AAAAC3NzaC1lZDI1NTE5AAAAIDe48IOof2fJS1dTbJtLWQnWnr+JorZXKIFdOAM9ct8G' > ~/.ssh/known_hosts
-          chmod 600 ~/.ssh/known_hosts
-      - name: Install backend dev audit dependencies
-        run: |
-          python -m venv .venv
-          .venv/bin/python -m pip install --upgrade pip
-          .venv/bin/python -m pip install -r requirements-release.txt
-          .venv/bin/python -m pip install 'pip-audit>=2.9,<3'
-      - name: Install WebUI release dependencies
-        working-directory: webui
-        run: |
-          node -e "const fs=require('fs'); const pkg=JSON.parse(fs.readFileSync('package.json')); const rel=JSON.parse(fs.readFileSync('package.release.json')); for (const key of ['dependencies','devDependencies','peerDependencies','optionalDependencies','overrides']) if (rel[key]) pkg[key]=rel[key]; fs.writeFileSync('package.json', JSON.stringify(pkg, null, 2) + '\n');"
-          rm -f package-lock.json
-          npm cache clean --force
-          npm install --prefer-online
-      - name: Run dependency audits
-        run: bash scripts/check-dependency-audits.sh

.gitea/workflows/module-matrix.yml

@@ -1,48 +0,0 @@
-name: Module Matrix
-
-on:
-  pull_request:
-  push:
-    branches:
-      - main
-
-jobs:
-  module-matrix:
-    runs-on: ubuntu-latest
-    steps:
-      - uses: actions/checkout@v4
-      - uses: actions/setup-python@v5
-        with:
-          python-version: "3.12"
-      - uses: actions/setup-node@v4
-        with:
-          node-version: "22"
-      - name: Configure SSH for release dependencies
-        env:
-          GOVOPLAN_RELEASE_SSH_KEY_B64: ${{ secrets.GOVOPLAN_RELEASE_SSH_KEY_B64 }}
-        run: |
-          mkdir -p ~/.ssh
-          chmod 700 ~/.ssh
-          if [ -z "${GOVOPLAN_RELEASE_SSH_KEY_B64:-}" ]; then
-            echo "GOVOPLAN_RELEASE_SSH_KEY_B64 secret is required for git+ssh release dependencies."
-            exit 1
-          fi
-          printf '%s' "$GOVOPLAN_RELEASE_SSH_KEY_B64" | base64 -d > ~/.ssh/id_ed25519
-          chmod 600 ~/.ssh/id_ed25519
-          echo 'git.add-ideas.de ssh-ed25519 AAAAC3NzaC1lZDI1NTE5AAAAIDe48IOof2fJS1dTbJtLWQnWnr+JorZXKIFdOAM9ct8G' > ~/.ssh/known_hosts
-          chmod 600 ~/.ssh/known_hosts
-      - name: Install backend release dependencies
-        run: |
-          python -m venv .venv
-          .venv/bin/python -m pip install --upgrade pip
-          .venv/bin/python -m pip install -r requirements-release.txt
-          .venv/bin/python -m pip install '.[dev]'
-      - name: Install WebUI release dependencies with test scripts
-        working-directory: webui
-        run: |
-          node -e "const fs=require('fs'); const pkg=JSON.parse(fs.readFileSync('package.json')); const rel=JSON.parse(fs.readFileSync('package.release.json')); for (const key of ['dependencies','devDependencies','peerDependencies','optionalDependencies','overrides']) if (rel[key]) pkg[key]=rel[key]; fs.writeFileSync('package.json', JSON.stringify(pkg, null, 2) + '\n');"
-          rm -f package-lock.json
-          npm cache clean --force
-          npm install --prefer-online
-      - name: Run module matrix and contract tests
-        run: bash scripts/check-module-matrix.sh

.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

.gitignore

@@ -138,15 +138,22 @@ dist
 
 # Local WebUI test/build scratch directories
 .component-test-build/
+.file-drop-test-build/
 .module-test-build/
 .policy-test-build/
 .template-preview-test-build/
 .import-test-build/
 webui/.component-test-build/
+webui/.file-drop-test-build/
 webui/.module-test-build/
 webui/.policy-test-build/
 webui/.template-preview-test-build/
 webui/.import-test-build/
+webui/dist-conformance/
+webui/test-results/
+
+# Security audit reports
+audit-reports/
 
 # ---> Python
 # Byte-compiled / optimized / DLL files

AGENTS.md

@@ -19,9 +19,9 @@ Use targeted commands first:
 
 ```bash
 cd /mnt/DATA/git/govoplan-core
-./.venv/bin/python -m govoplan_core.devserver --smoke --no-reload
-./.venv/bin/python -m unittest tests.test_module_system
-./.venv/bin/python -m unittest tests.test_api_smoke.ApiSmokeTests.test_mailbox_message_listing_reports_total_count
+/mnt/DATA/git/govoplan/.venv/bin/python -m govoplan_core.devserver --smoke --no-reload
+/mnt/DATA/git/govoplan/.venv/bin/python -m unittest tests.test_module_system
+/mnt/DATA/git/govoplan/.venv/bin/python -m unittest tests.test_api_smoke.ApiSmokeTests.test_mailbox_message_listing_reports_total_count
 ```
 
 For WebUI checks:
@@ -36,8 +36,8 @@ PATH=/mnt/DATA/git/govoplan-core/webui/node_modules/.bin:/home/zemion/.nvm/versi
 Run the consolidated focused check when a change touches module discovery, optional integrations, shared mail components, or mailbox listing:
 
 ```bash
-cd /mnt/DATA/git/govoplan-core
-./scripts/check-focused.sh
+cd /mnt/DATA/git/govoplan
+tools/checks/check-focused.sh
 ```
 
 ## Working Rules
@@ -45,6 +45,8 @@ cd /mnt/DATA/git/govoplan-core
 - 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

@@ -1,8 +1,9 @@
-[![Module Matrix](https://git.add-ideas.de/add-ideas/govoplan-core/actions/workflows/module-matrix.yml/badge.svg?branch=main)](https://git.add-ideas.de/add-ideas/govoplan-core/actions/workflows/module-matrix.yml)
-[![Dependency Audit](https://git.add-ideas.de/add-ideas/govoplan-core/actions/workflows/dependency-audit.yml/badge.svg?branch=main)](https://git.add-ideas.de/add-ideas/govoplan-core/actions/workflows/dependency-audit.yml)
-
 # govoplan-core
 
+<!-- govoplan-repository-type:start -->
+**Repository type:** system (kernel).
+<!-- govoplan-repository-type:end -->
+
 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
@@ -15,6 +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
@@ -37,18 +41,20 @@ composition rules live in core only where they are stable kernel contracts.
 
 ## Backend development
 
-Create or activate the core virtual environment, then install core and sibling modules from this repository:
+For whole-product development, create the virtualenv from the meta repository:
 
 ```bash
-cd /mnt/DATA/git/govoplan-core
+cd /mnt/DATA/git/govoplan
+python3 -m venv .venv
+./.venv/bin/python -m pip install --upgrade pip
 ./.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
-./.venv/bin/python -m govoplan_core.devserver \
+/mnt/DATA/git/govoplan/.venv/bin/python -m govoplan_core.devserver \
   --host 127.0.0.1 \
   --port 8000
 ```
@@ -57,13 +63,28 @@ For example, to test campaign without files or mail:
 
 ```bash
 cd /mnt/DATA/git/govoplan-core
-ENABLED_MODULES=access,campaigns ./.venv/bin/python -m govoplan_core.devserver \
+ENABLED_MODULES=access,campaigns /mnt/DATA/git/govoplan/.venv/bin/python -m govoplan_core.devserver \
   --host 127.0.0.1 \
   --port 8000
 ```
 
 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.
@@ -72,33 +93,53 @@ To run the production-like local profile with PostgreSQL, Redis, a Celery
 worker, explicit module configuration, and persistent local file storage:
 
 ```bash
-cd /mnt/DATA/git/govoplan-core
-scripts/launch-production-like-dev.sh
+cd /mnt/DATA/git/govoplan
+tools/launch/launch-production-like-dev.sh
 ```
 
-See [dev/production-like/README.md](dev/production-like/README.md) for ports,
-environment overrides, and cleanup commands.
+See `/mnt/DATA/git/govoplan/dev/production-like/README.md` for ports,
+environment overrides, and cleanup commands. Core keeps wrapper commands during
+the migration, but whole-product profiles are owned by the meta repository.
 
-`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.
+## Security audit
+
+The repository includes a containerized audit toolbox for SAST, secret scanning,
+dependency checks, filesystem misconfiguration scans, duplication, and complexity
+reports. See [SECURITY_AUDIT.md](docs/SECURITY_AUDIT.md) for the operating model.
+
+```bash
+cd /mnt/DATA/git/govoplan
+tools/checks/security-audit/run.sh --mode ci --scope govoplan
+tools/checks/security-audit/run.sh --mode full --scope govoplan
+```
+
+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 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:
 
 ```bash
 cd /mnt/DATA/git/govoplan-core
-./.venv/bin/python -m govoplan_core.devserver --smoke --no-reload
+/mnt/DATA/git/govoplan/.venv/bin/python -m govoplan_core.devserver --smoke --no-reload
 ```
 
 The smoke mode prints the effective config, runtime root, database URL, modules, reload state, and bootstrap decision, then creates the ASGI app and runs startup once.
 
-`requirements-dev.txt` links local GovOPlaN module checkouts for development. `requirements-release.txt` installs the packaged modules from tagged git refs for release builds. See [RELEASE_DEPENDENCIES.md](docs/RELEASE_DEPENDENCIES.md).
+The meta repository owns whole-product `requirements-dev.txt`,
+`requirements-release.txt`, and the root `.env.example` operator template. Core
+keeps package metadata and runtime commands. See
+[RELEASE_DEPENDENCIES.md](docs/RELEASE_DEPENDENCIES.md).
 
 For the install/runtime configuration contract and operator deployment flow, see [DEPLOYMENT_OPERATOR_GUIDE.md](docs/DEPLOYMENT_OPERATOR_GUIDE.md).
 For self-hosted config bootstrap and validation:
 
 ```bash
 cd /mnt/DATA/git/govoplan-core
-./.venv/bin/python -m govoplan_core.commands.config env-template --profile self-hosted --generate-secrets
-./.venv/bin/python -m govoplan_core.commands.config validate --profile self-hosted
+/mnt/DATA/git/govoplan/.venv/bin/python -m govoplan_core.commands.config env-template --profile self-hosted --generate-secrets
+/mnt/DATA/git/govoplan/.venv/bin/python -m govoplan_core.commands.config validate --profile self-hosted
 ```
 
 ## WebUI development
@@ -113,6 +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.ini

@@ -1,7 +1,8 @@
 [alembic]
 script_location = alembic
+path_separator = os
 prepend_sys_path = .
-sqlalchemy.url = sqlite:///./runtime/multimailer-dev.db
+sqlalchemy.url = sqlite:///./runtime/govoplan-dev.db
 
 [loggers]
 keys = root,sqlalchemy,alembic

alembic/dev_versions/0f1e2d3c4b5a_audit_outbox_events.py

@@ -0,0 +1,52 @@
+"""add audit outbox events to detailed dev track
+
+Revision ID: 0f1e2d3c4b5a
+Revises: 4f2a9c8e7b6d
+Create Date: 2026-07-11 00:00:00.000000
+"""
+from __future__ import annotations
+
+from alembic import op
+import sqlalchemy as sa
+
+
+revision = "0f1e2d3c4b5a"
+down_revision = "4f2a9c8e7b6d"
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    op.create_table(
+        "audit_outbox_events",
+        sa.Column("id", sa.String(length=36), nullable=False),
+        sa.Column("event_id", sa.String(length=36), nullable=False),
+        sa.Column("event_type", sa.String(length=200), nullable=False),
+        sa.Column("module_id", sa.String(length=100), nullable=False),
+        sa.Column("correlation_id", sa.String(length=128), nullable=True),
+        sa.Column("causation_id", sa.String(length=128), nullable=True),
+        sa.Column("classification", sa.String(length=40), nullable=False),
+        sa.Column("payload", sa.JSON(), nullable=False),
+        sa.Column("status", sa.String(length=20), nullable=False),
+        sa.Column("attempts", sa.Integer(), nullable=False),
+        sa.Column("next_attempt_at", sa.DateTime(timezone=True), nullable=True),
+        sa.Column("dispatched_at", sa.DateTime(timezone=True), nullable=True),
+        sa.Column("last_error", sa.Text(), nullable=True),
+        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_audit_outbox_events")),
+        sa.UniqueConstraint("event_id", name="uq_audit_outbox_events_event_id"),
+    )
+    op.create_index("ix_audit_outbox_events_correlation_id", "audit_outbox_events", ["correlation_id"], unique=False)
+    op.create_index("ix_audit_outbox_events_event_type", "audit_outbox_events", ["event_type"], unique=False)
+    op.create_index(op.f("ix_audit_outbox_events_status"), "audit_outbox_events", ["status"], unique=False)
+    op.create_index(
+        "ix_audit_outbox_events_status_next_attempt_at",
+        "audit_outbox_events",
+        ["status", "next_attempt_at"],
+        unique=False,
+    )
+
+
+def downgrade() -> None:
+    op.drop_table("audit_outbox_events")

alembic/dev_versions/2e3f4a5b6c7d_namespace_platform_tables.py

@@ -30,10 +30,14 @@ _TABLE_RENAMES = (
     ("governance_templates", "admin_governance_templates"),
     ("governance_template_assignments", "admin_governance_template_assignments"),
 )
+_KNOWN_TABLE_NAMES = {name for pair in _TABLE_RENAMES for name in pair}
 
 
 def _row_count(bind: sa.Connection, table_name: str) -> int:
-    return int(bind.execute(sa.text(f"SELECT COUNT(*) FROM {table_name}")).scalar_one())
+    if table_name not in _KNOWN_TABLE_NAMES:
+        raise RuntimeError(f"Unexpected table name: {table_name}")
+    quoted = bind.dialect.identifier_preparer.quote(table_name)
+    return int(bind.execute(sa.text(f"SELECT COUNT(*) FROM {quoted}")).scalar_one())  # nosemgrep: python.sqlalchemy.security.audit.avoid-sqlalchemy-text.avoid-sqlalchemy-text
 
 
 def _rename_tables(renames: tuple[tuple[str, str], ...]) -> None:

alembic/dev_versions/4f2a9c8e7b6d_rename_tenancy_tenants_to_core_scopes.py

@@ -19,11 +19,14 @@ LEGACY_SCOPE_TABLE = "tenancy_tenants"
 CORE_SCOPE_TABLE = "core_scopes"
 LEGACY_SLUG_INDEX = "ix_tenancy_tenants_slug"
 CORE_SLUG_INDEX = "ix_core_scopes_slug"
+_KNOWN_SCOPE_TABLES = {LEGACY_SCOPE_TABLE, CORE_SCOPE_TABLE}
 
 
 def _row_count(bind: sa.Connection, table_name: str) -> int:
+    if table_name not in _KNOWN_SCOPE_TABLES:
+        raise RuntimeError(f"Unexpected scope table name: {table_name}")
     quoted = bind.dialect.identifier_preparer.quote(table_name)
-    return int(bind.execute(sa.text(f"SELECT COUNT(*) FROM {quoted}")).scalar_one())
+    return int(bind.execute(sa.text(f"SELECT COUNT(*) FROM {quoted}")).scalar_one())  # nosemgrep: python.sqlalchemy.security.audit.avoid-sqlalchemy-text.avoid-sqlalchemy-text
 
 
 def _scope_tables(bind: sa.Connection) -> set[str]:

alembic/dev_versions/9d0e1f2a3b4c_system_governance_templates.py

@@ -16,6 +16,7 @@ revision = "9d0e1f2a3b4c"
 down_revision = "8c9d0e1f2a3b"
 branch_labels = None
 depends_on = None
+_RECONCILE_CREATE_ALL_TABLES = ("admin_governance_template_assignments", "admin_governance_templates", "core_system_settings")
 
 
 def _now() -> datetime:
@@ -28,9 +29,10 @@ def upgrade() -> None:
     tables = set(inspector.get_table_names())
 
     # Reconcile only the empty create_all shape for the newly introduced tables.
-    for table_name in ("admin_governance_template_assignments", "admin_governance_templates", "core_system_settings"):
+    for table_name in _RECONCILE_CREATE_ALL_TABLES:
         if table_name in tables:
-            count = bind.execute(sa.text(f"SELECT COUNT(*) FROM {table_name}")).scalar_one()
+            quoted = bind.dialect.identifier_preparer.quote(table_name)
+            count = bind.execute(sa.text(f"SELECT COUNT(*) FROM {quoted}")).scalar_one()  # nosemgrep: python.sqlalchemy.security.audit.avoid-sqlalchemy-text.avoid-sqlalchemy-text
             if count:
                 raise RuntimeError(f"Cannot reconcile non-empty create_all table {table_name}")
             op.drop_table(table_name)

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/b1c2d3e4f5a6_audit_scope_and_tenant_owner_selection.py

@@ -49,7 +49,7 @@ def upgrade() -> None:
     placeholders = ", ".join(f":action_{index}" for index, _ in enumerate(SYSTEM_ACTIONS))
     params = {f"action_{index}": action for index, action in enumerate(SYSTEM_ACTIONS)}
     bind.execute(
-        sa.text(f"UPDATE audit_log SET scope = 'system' WHERE action IN ({placeholders})"),
+        sa.text(f"UPDATE audit_log SET scope = 'system' WHERE action IN ({placeholders})"),  # nosemgrep: python.sqlalchemy.security.audit.avoid-sqlalchemy-text.avoid-sqlalchemy-text
         params,
     )
     bind.execute(sa.text("UPDATE audit_log SET scope = 'tenant' WHERE scope IS NULL OR scope NOT IN ('tenant', 'system')"))

alembic/dev_versions/b47e6f809a13_data_subject_requests.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"
+    / "b47e6f809a13_data_subject_requests.py"
+)
+_spec = spec_from_file_location("govoplan_data_subject_requests_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
@@ -20,7 +29,10 @@ database_url = config.attributes.get("database_url") or settings.database_url
 config.set_main_option("sqlalchemy.url", database_url)
 
 if config.config_file_name is not None:
-    fileConfig(config.config_file_name)
+    # Migrations can run inside the long-lived application process when module
+    # state changes. Do not let Alembic's logging setup disable loggers that the
+    # server already created (for example slow-request diagnostics).
+    fileConfig(config.config_file_name, disable_existing_loggers=False)
 
 
 def _target_metadata():

alembic/versions/4f2a9c8e7b6d_v017_core_baseline.py

@@ -0,0 +1,892 @@
+"""v0.1.7 core baseline
+
+Revision ID: 4f2a9c8e7b6d
+Revises: None
+Create Date: 2026-07-11 00:00:00.000000
+"""
+from __future__ import annotations
+
+from datetime import datetime, timezone
+from uuid import uuid4
+from alembic import op
+import sqlalchemy as sa
+
+
+revision = '4f2a9c8e7b6d'
+down_revision = None
+branch_labels = None
+depends_on = None
+
+
+def _now() -> datetime:
+    return datetime.now(timezone.utc)
+
+
+def _seed_core_defaults() -> None:
+    bind = op.get_bind()
+    now = _now()
+    if not bind.execute(sa.text("SELECT 1 FROM core_system_settings WHERE id = 'global'")).first():
+        settings_table = sa.table(
+            "core_system_settings",
+            sa.column("id", sa.String),
+            sa.column("default_locale", sa.String),
+            sa.column("allow_tenant_custom_groups", sa.Boolean),
+            sa.column("allow_tenant_custom_roles", sa.Boolean),
+            sa.column("allow_tenant_api_keys", sa.Boolean),
+            sa.column("settings", sa.JSON),
+            sa.column("created_at", sa.DateTime(timezone=True)),
+            sa.column("updated_at", sa.DateTime(timezone=True)),
+        )
+        bind.execute(
+            settings_table.insert().values({
+                "id": "global",
+                "default_locale": "en",
+                "allow_tenant_custom_groups": True,
+                "allow_tenant_custom_roles": True,
+                "allow_tenant_api_keys": True,
+                "settings": {},
+                "created_at": now,
+                "updated_at": now,
+            }),
+        )
+    system_roles = {
+        "system_owner": {
+            "name": "System owner",
+            "description": "Protected full instance-wide administration.",
+            "permissions": ["system:*"],
+            "is_builtin": True,
+        },
+        "system_admin": {
+            "name": "System administrator",
+            "description": "Manage the instance without granting the protected System owner role.",
+            "permissions": [
+                "system:tenants:read", "system:tenants:create", "system:tenants:update", "system:tenants:suspend",
+                "system:accounts:read", "system:accounts:create", "system:accounts:update", "system:accounts:suspend",
+                "system:roles:read", "system:roles:write", "system:roles:assign", "system:access:read", "system:access:assign",
+                "system:audit:read", "system:settings:read", "system:settings:write", "system:governance:read", "system:governance:write",
+            ],
+            "is_builtin": False,
+        },
+        "system_auditor": {
+            "name": "System auditor",
+            "description": "Read-only access to system administration and audit.",
+            "permissions": [
+                "system:tenants:read", "system:accounts:read", "system:roles:read", "system:access:read",
+                "system:audit:read", "system:settings:read", "system:governance:read",
+            ],
+            "is_builtin": False,
+        },
+    }
+    roles_table = sa.table(
+        "access_roles",
+        sa.column("id", sa.String),
+        sa.column("tenant_id", sa.String),
+        sa.column("slug", sa.String),
+        sa.column("name", sa.String),
+        sa.column("description", sa.Text),
+        sa.column("permissions", sa.JSON),
+        sa.column("is_builtin", sa.Boolean),
+        sa.column("is_assignable", sa.Boolean),
+        sa.column("system_template_id", sa.String),
+        sa.column("system_required", sa.Boolean),
+        sa.column("created_at", sa.DateTime(timezone=True)),
+        sa.column("updated_at", sa.DateTime(timezone=True)),
+    )
+    for slug, role in system_roles.items():
+        if bind.execute(
+            sa.text("SELECT 1 FROM access_roles WHERE tenant_id IS NULL AND slug = :slug"),
+            {"slug": slug},
+        ).first():
+            continue
+        bind.execute(
+            roles_table.insert().values(
+                id=str(uuid4()),
+                tenant_id=None,
+                slug=slug,
+                name=role["name"],
+                description=role["description"],
+                permissions=role["permissions"],
+                is_builtin=bool(role["is_builtin"]),
+                is_assignable=True,
+                system_template_id=None,
+                system_required=False,
+                created_at=now,
+                updated_at=now,
+            ),
+        )
+
+
+def upgrade() -> None:
+    op.create_table('core_scopes',
+    sa.Column('id', sa.String(length=36), nullable=False),
+    sa.Column('slug', sa.String(length=100), nullable=False),
+    sa.Column('name', sa.String(length=255), nullable=False),
+    sa.Column('description', sa.Text(), nullable=True),
+    sa.Column('default_locale', sa.String(length=20), nullable=False),
+    sa.Column('settings', sa.JSON(), nullable=False),
+    sa.Column('allow_custom_groups', sa.Boolean(), nullable=True),
+    sa.Column('allow_custom_roles', sa.Boolean(), nullable=True),
+    sa.Column('allow_api_keys', sa.Boolean(), nullable=True),
+    sa.Column('is_active', sa.Boolean(), 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_scopes'))
+    )
+    op.create_index(op.f('ix_core_scopes_slug'), 'core_scopes', ['slug'], unique=True)
+    op.create_table('access_accounts',
+    sa.Column('id', sa.String(length=36), nullable=False),
+    sa.Column('email', sa.String(length=320), nullable=False),
+    sa.Column('normalized_email', sa.String(length=320), nullable=False),
+    sa.Column('display_name', sa.String(length=255), nullable=True),
+    sa.Column('is_active', sa.Boolean(), nullable=False),
+    sa.Column('auth_provider', sa.String(length=50), nullable=False),
+    sa.Column('password_hash', sa.String(length=500), nullable=True),
+    sa.Column('password_reset_required', sa.Boolean(), nullable=False),
+    sa.Column('last_login_at', sa.DateTime(timezone=True), nullable=True),
+    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_access_accounts'))
+    )
+    op.create_index(op.f('ix_access_accounts_normalized_email'), 'access_accounts', ['normalized_email'], unique=True)
+    op.create_table('access_groups',
+    sa.Column('id', sa.String(length=36), nullable=False),
+    sa.Column('tenant_id', sa.String(length=36), nullable=False),
+    sa.Column('slug', sa.String(length=100), nullable=False),
+    sa.Column('name', sa.String(length=255), nullable=False),
+    sa.Column('description', sa.Text(), nullable=True),
+    sa.Column('is_active', sa.Boolean(), nullable=False),
+    sa.Column('system_template_id', sa.String(length=36), nullable=True),
+    sa.Column('system_required', sa.Boolean(), nullable=False),
+    sa.Column('settings', sa.JSON(), nullable=False),
+    sa.Column('mail_profile_policy', 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_access_groups')),
+    sa.UniqueConstraint('tenant_id', 'slug', name='uq_groups_tenant_slug')
+    )
+    op.create_index(op.f('ix_access_groups_system_template_id'), 'access_groups', ['system_template_id'], unique=False)
+    op.create_index(op.f('ix_access_groups_tenant_id'), 'access_groups', ['tenant_id'], unique=False)
+    op.create_table('access_roles',
+    sa.Column('id', sa.String(length=36), nullable=False),
+    sa.Column('tenant_id', sa.String(length=36), nullable=True),
+    sa.Column('slug', sa.String(length=100), nullable=False),
+    sa.Column('name', sa.String(length=255), nullable=False),
+    sa.Column('description', sa.Text(), nullable=True),
+    sa.Column('permissions', sa.JSON(), nullable=False),
+    sa.Column('is_builtin', sa.Boolean(), nullable=False),
+    sa.Column('is_assignable', sa.Boolean(), nullable=False),
+    sa.Column('system_template_id', sa.String(length=36), nullable=True),
+    sa.Column('system_required', sa.Boolean(), 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_access_roles')),
+    sa.UniqueConstraint('tenant_id', 'slug', name='uq_roles_tenant_slug')
+    )
+    op.create_index(op.f('ix_access_roles_system_template_id'), 'access_roles', ['system_template_id'], unique=False)
+    op.create_index(op.f('ix_access_roles_tenant_id'), 'access_roles', ['tenant_id'], unique=False)
+    op.create_index('uq_roles_system_slug', 'access_roles', ['slug'], unique=True, sqlite_where=sa.text('tenant_id IS NULL'), postgresql_where=sa.text('tenant_id IS NULL'))
+    op.create_table('admin_governance_templates',
+    sa.Column('id', sa.String(length=36), nullable=False),
+    sa.Column('kind', sa.String(length=20), nullable=False),
+    sa.Column('slug', sa.String(length=100), nullable=False),
+    sa.Column('name', sa.String(length=255), nullable=False),
+    sa.Column('description', sa.Text(), nullable=True),
+    sa.Column('permissions', sa.JSON(), nullable=False),
+    sa.Column('is_active', sa.Boolean(), 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_admin_governance_templates')),
+    sa.UniqueConstraint('kind', 'slug', name='uq_governance_templates_kind_slug')
+    )
+    op.create_index(op.f('ix_admin_governance_templates_kind'), 'admin_governance_templates', ['kind'], unique=False)
+    op.create_table('attachment_blobs',
+    sa.Column('id', sa.String(length=36), nullable=False),
+    sa.Column('tenant_id', sa.String(length=36), nullable=False),
+    sa.Column('sha256', sa.String(length=64), nullable=False),
+    sa.Column('size_bytes', sa.Integer(), nullable=False),
+    sa.Column('mime_type', sa.String(length=255), nullable=True),
+    sa.Column('storage_bucket', sa.String(length=255), nullable=False),
+    sa.Column('storage_key', sa.String(length=1000), 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_attachment_blobs')),
+    sa.UniqueConstraint('tenant_id', 'sha256', name='uq_attachment_blobs_tenant_sha256')
+    )
+    op.create_index(op.f('ix_attachment_blobs_sha256'), 'attachment_blobs', ['sha256'], unique=False)
+    op.create_index(op.f('ix_attachment_blobs_tenant_id'), 'attachment_blobs', ['tenant_id'], unique=False)
+    op.create_table('audit_outbox_events',
+    sa.Column('id', sa.String(length=36), nullable=False),
+    sa.Column('event_id', sa.String(length=36), nullable=False),
+    sa.Column('event_type', sa.String(length=200), nullable=False),
+    sa.Column('module_id', sa.String(length=100), nullable=False),
+    sa.Column('correlation_id', sa.String(length=128), nullable=True),
+    sa.Column('causation_id', sa.String(length=128), nullable=True),
+    sa.Column('classification', sa.String(length=40), nullable=False),
+    sa.Column('payload', sa.JSON(), nullable=False),
+    sa.Column('status', sa.String(length=20), nullable=False),
+    sa.Column('attempts', sa.Integer(), nullable=False),
+    sa.Column('next_attempt_at', sa.DateTime(timezone=True), nullable=True),
+    sa.Column('dispatched_at', sa.DateTime(timezone=True), nullable=True),
+    sa.Column('last_error', sa.Text(), nullable=True),
+    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_audit_outbox_events')),
+    sa.UniqueConstraint('event_id', name='uq_audit_outbox_events_event_id')
+    )
+    op.create_index('ix_audit_outbox_events_correlation_id', 'audit_outbox_events', ['correlation_id'], unique=False)
+    op.create_index('ix_audit_outbox_events_event_type', 'audit_outbox_events', ['event_type'], unique=False)
+    op.create_index(op.f('ix_audit_outbox_events_status'), 'audit_outbox_events', ['status'], unique=False)
+    op.create_index('ix_audit_outbox_events_status_next_attempt_at', 'audit_outbox_events', ['status', 'next_attempt_at'], unique=False)
+    op.create_table('core_change_sequence',
+    sa.Column('id', sa.BigInteger().with_variant(sa.Integer(), 'sqlite'), autoincrement=True, nullable=False),
+    sa.Column('tenant_id', sa.String(length=36), nullable=True),
+    sa.Column('module_id', sa.String(length=100), nullable=False),
+    sa.Column('collection', sa.String(length=150), nullable=False),
+    sa.Column('resource_type', sa.String(length=100), nullable=False),
+    sa.Column('resource_id', sa.String(length=255), nullable=False),
+    sa.Column('operation', sa.String(length=30), nullable=False),
+    sa.Column('actor_type', sa.String(length=30), nullable=True),
+    sa.Column('actor_id', sa.String(length=255), nullable=True),
+    sa.Column('payload', sa.JSON(), nullable=False),
+    sa.Column('created_at', sa.DateTime(timezone=True), nullable=False),
+    sa.PrimaryKeyConstraint('id', name=op.f('pk_core_change_sequence'))
+    )
+    op.create_index(op.f('ix_core_change_sequence_actor_id'), 'core_change_sequence', ['actor_id'], unique=False)
+    op.create_index(op.f('ix_core_change_sequence_actor_type'), 'core_change_sequence', ['actor_type'], unique=False)
+    op.create_index(op.f('ix_core_change_sequence_collection'), 'core_change_sequence', ['collection'], unique=False)
+    op.create_index('ix_core_change_sequence_collection_id', 'core_change_sequence', ['collection', 'id'], unique=False)
+    op.create_index(op.f('ix_core_change_sequence_created_at'), 'core_change_sequence', ['created_at'], unique=False)
+    op.create_index(op.f('ix_core_change_sequence_module_id'), 'core_change_sequence', ['module_id'], unique=False)
+    op.create_index(op.f('ix_core_change_sequence_operation'), 'core_change_sequence', ['operation'], unique=False)
+    op.create_index('ix_core_change_sequence_resource', 'core_change_sequence', ['module_id', 'resource_type', 'resource_id'], unique=False)
+    op.create_index(op.f('ix_core_change_sequence_resource_id'), 'core_change_sequence', ['resource_id'], unique=False)
+    op.create_index(op.f('ix_core_change_sequence_resource_type'), 'core_change_sequence', ['resource_type'], unique=False)
+    op.create_index(op.f('ix_core_change_sequence_tenant_id'), 'core_change_sequence', ['tenant_id'], unique=False)
+    op.create_index('ix_core_change_sequence_tenant_module_id', 'core_change_sequence', ['tenant_id', 'module_id', 'id'], unique=False)
+    op.create_table('core_change_sequence_retention_floor',
+    sa.Column('id', sa.BigInteger().with_variant(sa.Integer(), 'sqlite'), autoincrement=True, nullable=False),
+    sa.Column('tenant_key', sa.String(length=36), nullable=False),
+    sa.Column('module_id', sa.String(length=100), nullable=False),
+    sa.Column('collection', sa.String(length=150), nullable=False),
+    sa.Column('min_valid_sequence', sa.BigInteger().with_variant(sa.Integer(), 'sqlite'), nullable=False),
+    sa.Column('updated_at', sa.DateTime(timezone=True), nullable=False),
+    sa.PrimaryKeyConstraint('id', name=op.f('pk_core_change_sequence_retention_floor')),
+    sa.UniqueConstraint('tenant_key', 'module_id', 'collection', name='uq_core_change_sequence_retention_scope')
+    )
+    op.create_index('ix_core_change_sequence_retention_scope', 'core_change_sequence_retention_floor', ['tenant_key', 'module_id', 'collection'], unique=False)
+    op.create_table('core_system_settings',
+    sa.Column('id', sa.String(length=36), nullable=False),
+    sa.Column('default_locale', sa.String(length=20), nullable=False),
+    sa.Column('allow_tenant_custom_groups', sa.Boolean(), nullable=False),
+    sa.Column('allow_tenant_custom_roles', sa.Boolean(), nullable=False),
+    sa.Column('allow_tenant_api_keys', sa.Boolean(), nullable=False),
+    sa.Column('settings', 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_system_settings'))
+    )
+    op.create_table('file_blobs',
+    sa.Column('id', sa.String(length=36), nullable=False),
+    sa.Column('tenant_id', sa.String(length=36), nullable=False),
+    sa.Column('storage_backend', sa.String(length=50), nullable=False),
+    sa.Column('storage_bucket', sa.String(length=255), nullable=True),
+    sa.Column('storage_key', sa.String(length=1000), nullable=False),
+    sa.Column('checksum_sha256', sa.String(length=64), nullable=False),
+    sa.Column('size_bytes', sa.Integer(), nullable=False),
+    sa.Column('content_type', sa.String(length=255), nullable=True),
+    sa.Column('ref_count', sa.Integer(), nullable=False),
+    sa.Column('retained_until', sa.DateTime(timezone=True), nullable=True),
+    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_file_blobs')),
+    sa.UniqueConstraint('tenant_id', 'checksum_sha256', 'size_bytes', name='uq_file_blobs_tenant_checksum_size')
+    )
+    op.create_index(op.f('ix_file_blobs_checksum_sha256'), 'file_blobs', ['checksum_sha256'], unique=False)
+    op.create_index(op.f('ix_file_blobs_tenant_id'), 'file_blobs', ['tenant_id'], unique=False)
+    op.create_table('access_group_role_assignments',
+    sa.Column('id', sa.String(length=36), nullable=False),
+    sa.Column('tenant_id', sa.String(length=36), nullable=False),
+    sa.Column('group_id', sa.String(length=36), nullable=False),
+    sa.Column('role_id', sa.String(length=36), nullable=False),
+    sa.Column('created_at', sa.DateTime(timezone=True), nullable=False),
+    sa.Column('updated_at', sa.DateTime(timezone=True), nullable=False),
+    sa.ForeignKeyConstraint(['group_id'], ['access_groups.id'], name=op.f('fk_access_group_role_assignments_group_id_access_groups'), ondelete='CASCADE'),
+    sa.ForeignKeyConstraint(['role_id'], ['access_roles.id'], name=op.f('fk_access_group_role_assignments_role_id_access_roles'), ondelete='CASCADE'),
+    sa.PrimaryKeyConstraint('id', name=op.f('pk_access_group_role_assignments')),
+    sa.UniqueConstraint('tenant_id', 'group_id', 'role_id', name='uq_group_role_assignments')
+    )
+    op.create_index(op.f('ix_access_group_role_assignments_group_id'), 'access_group_role_assignments', ['group_id'], unique=False)
+    op.create_index(op.f('ix_access_group_role_assignments_role_id'), 'access_group_role_assignments', ['role_id'], unique=False)
+    op.create_index(op.f('ix_access_group_role_assignments_tenant_id'), 'access_group_role_assignments', ['tenant_id'], unique=False)
+    op.create_table('access_system_role_assignments',
+    sa.Column('id', sa.String(length=36), nullable=False),
+    sa.Column('account_id', sa.String(length=36), nullable=False),
+    sa.Column('role_id', sa.String(length=36), nullable=False),
+    sa.Column('created_at', sa.DateTime(timezone=True), nullable=False),
+    sa.Column('updated_at', sa.DateTime(timezone=True), nullable=False),
+    sa.ForeignKeyConstraint(['account_id'], ['access_accounts.id'], name=op.f('fk_access_system_role_assignments_account_id_access_accounts'), ondelete='CASCADE'),
+    sa.ForeignKeyConstraint(['role_id'], ['access_roles.id'], name=op.f('fk_access_system_role_assignments_role_id_access_roles'), ondelete='CASCADE'),
+    sa.PrimaryKeyConstraint('id', name=op.f('pk_access_system_role_assignments')),
+    sa.UniqueConstraint('account_id', 'role_id', name='uq_system_role_assignments')
+    )
+    op.create_index(op.f('ix_access_system_role_assignments_account_id'), 'access_system_role_assignments', ['account_id'], unique=False)
+    op.create_index(op.f('ix_access_system_role_assignments_role_id'), 'access_system_role_assignments', ['role_id'], unique=False)
+    op.create_table('access_users',
+    sa.Column('id', sa.String(length=36), nullable=False),
+    sa.Column('tenant_id', sa.String(length=36), nullable=False),
+    sa.Column('account_id', sa.String(length=36), nullable=False),
+    sa.Column('email', sa.String(length=320), nullable=False),
+    sa.Column('display_name', sa.String(length=255), nullable=True),
+    sa.Column('is_active', sa.Boolean(), nullable=False),
+    sa.Column('is_tenant_admin', sa.Boolean(), nullable=False),
+    sa.Column('auth_provider', sa.String(length=50), nullable=False),
+    sa.Column('password_hash', sa.String(length=500), nullable=True),
+    sa.Column('last_login_at', sa.DateTime(timezone=True), nullable=True),
+    sa.Column('settings', sa.JSON(), nullable=False),
+    sa.Column('mail_profile_policy', 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.ForeignKeyConstraint(['account_id'], ['access_accounts.id'], name=op.f('fk_access_users_account_id_access_accounts'), ondelete='CASCADE'),
+    sa.PrimaryKeyConstraint('id', name=op.f('pk_access_users')),
+    sa.UniqueConstraint('tenant_id', 'account_id', name='uq_users_tenant_account'),
+    sa.UniqueConstraint('tenant_id', 'email', name='uq_users_tenant_email')
+    )
+    op.create_index(op.f('ix_access_users_account_id'), 'access_users', ['account_id'], unique=False)
+    op.create_index(op.f('ix_access_users_email'), 'access_users', ['email'], unique=False)
+    op.create_index(op.f('ix_access_users_tenant_id'), 'access_users', ['tenant_id'], unique=False)
+    op.create_table('admin_governance_template_assignments',
+    sa.Column('id', sa.String(length=36), nullable=False),
+    sa.Column('template_id', sa.String(length=36), nullable=False),
+    sa.Column('tenant_id', sa.String(length=36), nullable=False),
+    sa.Column('mode', sa.String(length=20), nullable=False),
+    sa.Column('created_at', sa.DateTime(timezone=True), nullable=False),
+    sa.Column('updated_at', sa.DateTime(timezone=True), nullable=False),
+    sa.ForeignKeyConstraint(['template_id'], ['admin_governance_templates.id'], name=op.f('fk_admin_governance_template_assignments_template_id_admin_governance_templates'), ondelete='CASCADE'),
+    sa.PrimaryKeyConstraint('id', name=op.f('pk_admin_governance_template_assignments')),
+    sa.UniqueConstraint('template_id', 'tenant_id', name='uq_governance_template_tenant')
+    )
+    op.create_index(op.f('ix_admin_governance_template_assignments_template_id'), 'admin_governance_template_assignments', ['template_id'], unique=False)
+    op.create_index(op.f('ix_admin_governance_template_assignments_tenant_id'), 'admin_governance_template_assignments', ['tenant_id'], unique=False)
+    op.create_table('access_api_keys',
+    sa.Column('id', sa.String(length=36), nullable=False),
+    sa.Column('tenant_id', sa.String(length=36), nullable=False),
+    sa.Column('user_id', sa.String(length=36), nullable=False),
+    sa.Column('name', sa.String(length=255), nullable=False),
+    sa.Column('prefix', sa.String(length=16), nullable=False),
+    sa.Column('key_hash', sa.String(length=128), nullable=False),
+    sa.Column('scopes', sa.JSON(), nullable=False),
+    sa.Column('expires_at', sa.DateTime(timezone=True), nullable=True),
+    sa.Column('last_used_at', sa.DateTime(timezone=True), nullable=True),
+    sa.Column('revoked_at', sa.DateTime(timezone=True), nullable=True),
+    sa.Column('created_at', sa.DateTime(timezone=True), nullable=False),
+    sa.Column('updated_at', sa.DateTime(timezone=True), nullable=False),
+    sa.ForeignKeyConstraint(['user_id'], ['access_users.id'], name=op.f('fk_access_api_keys_user_id_access_users'), ondelete='CASCADE'),
+    sa.PrimaryKeyConstraint('id', name=op.f('pk_access_api_keys'))
+    )
+    op.create_index(op.f('ix_access_api_keys_prefix'), 'access_api_keys', ['prefix'], unique=False)
+    op.create_index(op.f('ix_access_api_keys_tenant_id'), 'access_api_keys', ['tenant_id'], unique=False)
+    op.create_index(op.f('ix_access_api_keys_user_id'), 'access_api_keys', ['user_id'], unique=False)
+    op.create_table('access_auth_sessions',
+    sa.Column('id', sa.String(length=36), nullable=False),
+    sa.Column('tenant_id', sa.String(length=36), nullable=False),
+    sa.Column('user_id', sa.String(length=36), nullable=False),
+    sa.Column('account_id', sa.String(length=36), nullable=False),
+    sa.Column('token_hash', sa.String(length=128), nullable=False),
+    sa.Column('csrf_token_hash', sa.String(length=128), nullable=True),
+    sa.Column('expires_at', sa.DateTime(timezone=True), nullable=False),
+    sa.Column('last_seen_at', sa.DateTime(timezone=True), nullable=True),
+    sa.Column('revoked_at', sa.DateTime(timezone=True), nullable=True),
+    sa.Column('user_agent', sa.String(length=500), nullable=True),
+    sa.Column('ip_address', sa.String(length=100), nullable=True),
+    sa.Column('created_at', sa.DateTime(timezone=True), nullable=False),
+    sa.Column('updated_at', sa.DateTime(timezone=True), nullable=False),
+    sa.ForeignKeyConstraint(['account_id'], ['access_accounts.id'], name=op.f('fk_access_auth_sessions_account_id_access_accounts'), ondelete='CASCADE'),
+    sa.ForeignKeyConstraint(['user_id'], ['access_users.id'], name=op.f('fk_access_auth_sessions_user_id_access_users'), ondelete='CASCADE'),
+    sa.PrimaryKeyConstraint('id', name=op.f('pk_access_auth_sessions'))
+    )
+    op.create_index(op.f('ix_access_auth_sessions_account_id'), 'access_auth_sessions', ['account_id'], unique=False)
+    op.create_index(op.f('ix_access_auth_sessions_expires_at'), 'access_auth_sessions', ['expires_at'], unique=False)
+    op.create_index(op.f('ix_access_auth_sessions_revoked_at'), 'access_auth_sessions', ['revoked_at'], unique=False)
+    op.create_index(op.f('ix_access_auth_sessions_tenant_id'), 'access_auth_sessions', ['tenant_id'], unique=False)
+    op.create_index(op.f('ix_access_auth_sessions_token_hash'), 'access_auth_sessions', ['token_hash'], unique=True)
+    op.create_index(op.f('ix_access_auth_sessions_user_id'), 'access_auth_sessions', ['user_id'], unique=False)
+    op.create_table('access_user_group_memberships',
+    sa.Column('id', sa.String(length=36), nullable=False),
+    sa.Column('tenant_id', sa.String(length=36), nullable=False),
+    sa.Column('user_id', sa.String(length=36), nullable=False),
+    sa.Column('group_id', sa.String(length=36), nullable=False),
+    sa.Column('created_at', sa.DateTime(timezone=True), nullable=False),
+    sa.Column('updated_at', sa.DateTime(timezone=True), nullable=False),
+    sa.ForeignKeyConstraint(['group_id'], ['access_groups.id'], name=op.f('fk_access_user_group_memberships_group_id_access_groups'), ondelete='CASCADE'),
+    sa.ForeignKeyConstraint(['user_id'], ['access_users.id'], name=op.f('fk_access_user_group_memberships_user_id_access_users'), ondelete='CASCADE'),
+    sa.PrimaryKeyConstraint('id', name=op.f('pk_access_user_group_memberships')),
+    sa.UniqueConstraint('tenant_id', 'user_id', 'group_id', name='uq_user_group_memberships')
+    )
+    op.create_index(op.f('ix_access_user_group_memberships_group_id'), 'access_user_group_memberships', ['group_id'], unique=False)
+    op.create_index(op.f('ix_access_user_group_memberships_tenant_id'), 'access_user_group_memberships', ['tenant_id'], unique=False)
+    op.create_index(op.f('ix_access_user_group_memberships_user_id'), 'access_user_group_memberships', ['user_id'], unique=False)
+    op.create_table('access_user_role_assignments',
+    sa.Column('id', sa.String(length=36), nullable=False),
+    sa.Column('tenant_id', sa.String(length=36), nullable=False),
+    sa.Column('user_id', sa.String(length=36), nullable=False),
+    sa.Column('role_id', sa.String(length=36), nullable=False),
+    sa.Column('created_at', sa.DateTime(timezone=True), nullable=False),
+    sa.Column('updated_at', sa.DateTime(timezone=True), nullable=False),
+    sa.ForeignKeyConstraint(['role_id'], ['access_roles.id'], name=op.f('fk_access_user_role_assignments_role_id_access_roles'), ondelete='CASCADE'),
+    sa.ForeignKeyConstraint(['user_id'], ['access_users.id'], name=op.f('fk_access_user_role_assignments_user_id_access_users'), ondelete='CASCADE'),
+    sa.PrimaryKeyConstraint('id', name=op.f('pk_access_user_role_assignments')),
+    sa.UniqueConstraint('tenant_id', 'user_id', 'role_id', name='uq_user_role_assignments')
+    )
+    op.create_index(op.f('ix_access_user_role_assignments_role_id'), 'access_user_role_assignments', ['role_id'], unique=False)
+    op.create_index(op.f('ix_access_user_role_assignments_tenant_id'), 'access_user_role_assignments', ['tenant_id'], unique=False)
+    op.create_index(op.f('ix_access_user_role_assignments_user_id'), 'access_user_role_assignments', ['user_id'], unique=False)
+    op.create_table('campaigns',
+    sa.Column('id', sa.String(length=36), nullable=False),
+    sa.Column('tenant_id', sa.String(length=36), nullable=False),
+    sa.Column('created_by_user_id', sa.String(length=36), nullable=True),
+    sa.Column('owner_user_id', sa.String(length=36), nullable=True),
+    sa.Column('owner_group_id', sa.String(length=36), nullable=True),
+    sa.Column('external_id', sa.String(length=255), nullable=False),
+    sa.Column('name', sa.String(length=255), nullable=False),
+    sa.Column('description', sa.Text(), nullable=True),
+    sa.Column('status', sa.String(length=50), nullable=False),
+    sa.Column('current_version_id', sa.String(length=36), nullable=True),
+    sa.Column('settings', sa.JSON(), nullable=False),
+    sa.Column('mail_profile_policy', 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.ForeignKeyConstraint(['created_by_user_id'], ['access_users.id'], name=op.f('fk_campaigns_created_by_user_id_access_users'), ondelete='SET NULL'),
+    sa.ForeignKeyConstraint(['owner_group_id'], ['access_groups.id'], name=op.f('fk_campaigns_owner_group_id_access_groups'), ondelete='SET NULL'),
+    sa.ForeignKeyConstraint(['owner_user_id'], ['access_users.id'], name=op.f('fk_campaigns_owner_user_id_access_users'), ondelete='SET NULL'),
+    sa.PrimaryKeyConstraint('id', name=op.f('pk_campaigns')),
+    sa.UniqueConstraint('tenant_id', 'external_id', name='uq_campaigns_tenant_external_id')
+    )
+    op.create_index(op.f('ix_campaigns_created_by_user_id'), 'campaigns', ['created_by_user_id'], unique=False)
+    op.create_index(op.f('ix_campaigns_external_id'), 'campaigns', ['external_id'], unique=False)
+    op.create_index(op.f('ix_campaigns_owner_group_id'), 'campaigns', ['owner_group_id'], unique=False)
+    op.create_index(op.f('ix_campaigns_owner_user_id'), 'campaigns', ['owner_user_id'], unique=False)
+    op.create_index(op.f('ix_campaigns_status'), 'campaigns', ['status'], unique=False)
+    op.create_index(op.f('ix_campaigns_tenant_id'), 'campaigns', ['tenant_id'], unique=False)
+    op.create_table('file_assets',
+    sa.Column('id', sa.String(length=36), nullable=False),
+    sa.Column('tenant_id', sa.String(length=36), nullable=False),
+    sa.Column('owner_type', sa.String(length=20), nullable=False),
+    sa.Column('owner_user_id', sa.String(length=36), nullable=True),
+    sa.Column('owner_group_id', sa.String(length=36), nullable=True),
+    sa.Column('current_version_id', sa.String(length=36), nullable=True),
+    sa.Column('display_path', sa.String(length=1000), nullable=False),
+    sa.Column('filename', sa.String(length=500), nullable=False),
+    sa.Column('description', sa.Text(), nullable=True),
+    sa.Column('created_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(['created_by_user_id'], ['access_users.id'], name=op.f('fk_file_assets_created_by_user_id_access_users'), ondelete='SET NULL'),
+    sa.ForeignKeyConstraint(['owner_group_id'], ['access_groups.id'], name=op.f('fk_file_assets_owner_group_id_access_groups'), ondelete='SET NULL'),
+    sa.ForeignKeyConstraint(['owner_user_id'], ['access_users.id'], name=op.f('fk_file_assets_owner_user_id_access_users'), ondelete='SET NULL'),
+    sa.PrimaryKeyConstraint('id', name=op.f('pk_file_assets'))
+    )
+    op.create_index(op.f('ix_file_assets_created_by_user_id'), 'file_assets', ['created_by_user_id'], unique=False)
+    op.create_index(op.f('ix_file_assets_current_version_id'), 'file_assets', ['current_version_id'], unique=False)
+    op.create_index(op.f('ix_file_assets_deleted_at'), 'file_assets', ['deleted_at'], unique=False)
+    op.create_index(op.f('ix_file_assets_display_path'), 'file_assets', ['display_path'], unique=False)
+    op.create_index(op.f('ix_file_assets_filename'), 'file_assets', ['filename'], unique=False)
+    op.create_index(op.f('ix_file_assets_owner_group_id'), 'file_assets', ['owner_group_id'], unique=False)
+    op.create_index(op.f('ix_file_assets_owner_type'), 'file_assets', ['owner_type'], unique=False)
+    op.create_index(op.f('ix_file_assets_owner_user_id'), 'file_assets', ['owner_user_id'], unique=False)
+    op.create_index(op.f('ix_file_assets_tenant_id'), 'file_assets', ['tenant_id'], unique=False)
+    op.create_table('file_folders',
+    sa.Column('id', sa.String(length=36), nullable=False),
+    sa.Column('tenant_id', sa.String(length=36), nullable=False),
+    sa.Column('owner_type', sa.String(length=20), nullable=False),
+    sa.Column('owner_user_id', sa.String(length=36), nullable=True),
+    sa.Column('owner_group_id', sa.String(length=36), nullable=True),
+    sa.Column('path', sa.String(length=1000), nullable=False),
+    sa.Column('created_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(['created_by_user_id'], ['access_users.id'], name=op.f('fk_file_folders_created_by_user_id_access_users'), ondelete='SET NULL'),
+    sa.ForeignKeyConstraint(['owner_group_id'], ['access_groups.id'], name=op.f('fk_file_folders_owner_group_id_access_groups'), ondelete='SET NULL'),
+    sa.ForeignKeyConstraint(['owner_user_id'], ['access_users.id'], name=op.f('fk_file_folders_owner_user_id_access_users'), ondelete='SET NULL'),
+    sa.PrimaryKeyConstraint('id', name=op.f('pk_file_folders'))
+    )
+    op.create_index(op.f('ix_file_folders_created_by_user_id'), 'file_folders', ['created_by_user_id'], unique=False)
+    op.create_index(op.f('ix_file_folders_deleted_at'), 'file_folders', ['deleted_at'], unique=False)
+    op.create_index(op.f('ix_file_folders_owner_group_id'), 'file_folders', ['owner_group_id'], unique=False)
+    op.create_index(op.f('ix_file_folders_owner_type'), 'file_folders', ['owner_type'], unique=False)
+    op.create_index(op.f('ix_file_folders_owner_user_id'), 'file_folders', ['owner_user_id'], unique=False)
+    op.create_index(op.f('ix_file_folders_path'), 'file_folders', ['path'], unique=False)
+    op.create_index(op.f('ix_file_folders_tenant_id'), 'file_folders', ['tenant_id'], unique=False)
+    op.create_index('uq_file_folders_active_group_path', 'file_folders', ['tenant_id', 'owner_group_id', 'path'], unique=True, sqlite_where=sa.text("owner_type = 'group' AND deleted_at IS NULL"), postgresql_where=sa.text("owner_type = 'group' AND deleted_at IS NULL"))
+    op.create_index('uq_file_folders_active_user_path', 'file_folders', ['tenant_id', 'owner_user_id', 'path'], unique=True, sqlite_where=sa.text("owner_type = 'user' AND deleted_at IS NULL"), postgresql_where=sa.text("owner_type = 'user' AND deleted_at IS NULL"))
+    op.create_table('mail_server_profiles',
+    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=36), nullable=True),
+    sa.Column('name', sa.String(length=255), nullable=False),
+    sa.Column('slug', sa.String(length=100), nullable=False),
+    sa.Column('description', sa.Text(), nullable=True),
+    sa.Column('is_active', sa.Boolean(), nullable=False),
+    sa.Column('smtp_config', sa.JSON(), nullable=False),
+    sa.Column('smtp_username', sa.String(length=320), nullable=True),
+    sa.Column('smtp_password_encrypted', sa.Text(), nullable=True),
+    sa.Column('imap_config', sa.JSON(), nullable=True),
+    sa.Column('imap_username', sa.String(length=320), nullable=True),
+    sa.Column('imap_password_encrypted', sa.Text(), nullable=True),
+    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('created_at', sa.DateTime(timezone=True), nullable=False),
+    sa.Column('updated_at', sa.DateTime(timezone=True), nullable=False),
+    sa.ForeignKeyConstraint(['created_by_user_id'], ['access_users.id'], name=op.f('fk_mail_server_profiles_created_by_user_id_access_users'), ondelete='SET NULL'),
+    sa.ForeignKeyConstraint(['updated_by_user_id'], ['access_users.id'], name=op.f('fk_mail_server_profiles_updated_by_user_id_access_users'), ondelete='SET NULL'),
+    sa.PrimaryKeyConstraint('id', name=op.f('pk_mail_server_profiles')),
+    sa.UniqueConstraint('tenant_id', 'slug', name='uq_mail_server_profiles_tenant_slug')
+    )
+    op.create_index(op.f('ix_mail_server_profiles_created_by_user_id'), 'mail_server_profiles', ['created_by_user_id'], unique=False)
+    op.create_index(op.f('ix_mail_server_profiles_is_active'), 'mail_server_profiles', ['is_active'], unique=False)
+    op.create_index('ix_mail_server_profiles_scope', 'mail_server_profiles', ['scope_type', 'scope_id'], unique=False)
+    op.create_index(op.f('ix_mail_server_profiles_scope_id'), 'mail_server_profiles', ['scope_id'], unique=False)
+    op.create_index(op.f('ix_mail_server_profiles_scope_type'), 'mail_server_profiles', ['scope_type'], unique=False)
+    op.create_index(op.f('ix_mail_server_profiles_tenant_id'), 'mail_server_profiles', ['tenant_id'], unique=False)
+    op.create_index(op.f('ix_mail_server_profiles_updated_by_user_id'), 'mail_server_profiles', ['updated_by_user_id'], unique=False)
+    op.create_table('attachment_instances',
+    sa.Column('id', sa.String(length=36), nullable=False),
+    sa.Column('tenant_id', sa.String(length=36), nullable=False),
+    sa.Column('owner_user_id', sa.String(length=36), nullable=True),
+    sa.Column('campaign_id', sa.String(length=36), nullable=True),
+    sa.Column('blob_id', sa.String(length=36), nullable=False),
+    sa.Column('logical_name', sa.String(length=500), nullable=True),
+    sa.Column('filename', sa.String(length=500), nullable=False),
+    sa.Column('tags', sa.JSON(), nullable=False),
+    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(['blob_id'], ['attachment_blobs.id'], name=op.f('fk_attachment_instances_blob_id_attachment_blobs'), ondelete='CASCADE'),
+    sa.ForeignKeyConstraint(['campaign_id'], ['campaigns.id'], name=op.f('fk_attachment_instances_campaign_id_campaigns'), ondelete='CASCADE'),
+    sa.ForeignKeyConstraint(['owner_user_id'], ['access_users.id'], name=op.f('fk_attachment_instances_owner_user_id_access_users'), ondelete='SET NULL'),
+    sa.PrimaryKeyConstraint('id', name=op.f('pk_attachment_instances'))
+    )
+    op.create_index(op.f('ix_attachment_instances_blob_id'), 'attachment_instances', ['blob_id'], unique=False)
+    op.create_index(op.f('ix_attachment_instances_campaign_id'), 'attachment_instances', ['campaign_id'], unique=False)
+    op.create_index(op.f('ix_attachment_instances_owner_user_id'), 'attachment_instances', ['owner_user_id'], unique=False)
+    op.create_index(op.f('ix_attachment_instances_tenant_id'), 'attachment_instances', ['tenant_id'], unique=False)
+    op.create_table('audit_log',
+    sa.Column('id', sa.String(length=36), nullable=False),
+    sa.Column('scope', sa.String(length=20), nullable=False),
+    sa.Column('tenant_id', sa.String(length=36), nullable=True),
+    sa.Column('user_id', sa.String(length=36), nullable=True),
+    sa.Column('api_key_id', sa.String(length=36), nullable=True),
+    sa.Column('action', sa.String(length=100), nullable=False),
+    sa.Column('object_type', sa.String(length=100), nullable=True),
+    sa.Column('object_id', sa.String(length=100), nullable=True),
+    sa.Column('details', 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(['api_key_id'], ['access_api_keys.id'], name=op.f('fk_audit_log_api_key_id_access_api_keys'), ondelete='SET NULL'),
+    sa.ForeignKeyConstraint(['user_id'], ['access_users.id'], name=op.f('fk_audit_log_user_id_access_users'), ondelete='SET NULL'),
+    sa.PrimaryKeyConstraint('id', name=op.f('pk_audit_log'))
+    )
+    op.create_index(op.f('ix_audit_log_action'), 'audit_log', ['action'], unique=False)
+    op.create_index(op.f('ix_audit_log_api_key_id'), 'audit_log', ['api_key_id'], unique=False)
+    op.create_index(op.f('ix_audit_log_object_id'), 'audit_log', ['object_id'], unique=False)
+    op.create_index(op.f('ix_audit_log_object_type'), 'audit_log', ['object_type'], unique=False)
+    op.create_index(op.f('ix_audit_log_scope'), 'audit_log', ['scope'], unique=False)
+    op.create_index('ix_audit_log_scope_created_at', 'audit_log', ['scope', 'created_at'], unique=False)
+    op.create_index(op.f('ix_audit_log_tenant_id'), 'audit_log', ['tenant_id'], unique=False)
+    op.create_index('ix_audit_log_tenant_scope_created_at', 'audit_log', ['tenant_id', 'scope', 'created_at'], unique=False)
+    op.create_index(op.f('ix_audit_log_user_id'), 'audit_log', ['user_id'], unique=False)
+    op.create_table('campaign_shares',
+    sa.Column('id', sa.String(length=36), nullable=False),
+    sa.Column('tenant_id', sa.String(length=36), nullable=False),
+    sa.Column('campaign_id', sa.String(length=36), nullable=False),
+    sa.Column('target_type', sa.String(length=20), nullable=False),
+    sa.Column('target_id', sa.String(length=36), nullable=False),
+    sa.Column('permission', sa.String(length=20), nullable=False),
+    sa.Column('created_by_user_id', sa.String(length=36), nullable=True),
+    sa.Column('revoked_at', sa.DateTime(timezone=True), nullable=True),
+    sa.Column('created_at', sa.DateTime(timezone=True), nullable=False),
+    sa.Column('updated_at', sa.DateTime(timezone=True), nullable=False),
+    sa.ForeignKeyConstraint(['campaign_id'], ['campaigns.id'], name=op.f('fk_campaign_shares_campaign_id_campaigns'), ondelete='CASCADE'),
+    sa.ForeignKeyConstraint(['created_by_user_id'], ['access_users.id'], name=op.f('fk_campaign_shares_created_by_user_id_access_users'), ondelete='SET NULL'),
+    sa.PrimaryKeyConstraint('id', name=op.f('pk_campaign_shares')),
+    sa.UniqueConstraint('campaign_id', 'target_type', 'target_id', name='uq_campaign_share_target')
+    )
+    op.create_index(op.f('ix_campaign_shares_campaign_id'), 'campaign_shares', ['campaign_id'], unique=False)
+    op.create_index(op.f('ix_campaign_shares_created_by_user_id'), 'campaign_shares', ['created_by_user_id'], unique=False)
+    op.create_index(op.f('ix_campaign_shares_revoked_at'), 'campaign_shares', ['revoked_at'], unique=False)
+    op.create_index(op.f('ix_campaign_shares_target_id'), 'campaign_shares', ['target_id'], unique=False)
+    op.create_index(op.f('ix_campaign_shares_target_type'), 'campaign_shares', ['target_type'], unique=False)
+    op.create_index(op.f('ix_campaign_shares_tenant_id'), 'campaign_shares', ['tenant_id'], unique=False)
+    op.create_table('campaign_versions',
+    sa.Column('id', sa.String(length=36), nullable=False),
+    sa.Column('campaign_id', sa.String(length=36), nullable=False),
+    sa.Column('version_number', sa.Integer(), nullable=False),
+    sa.Column('raw_json', sa.JSON(), nullable=False),
+    sa.Column('schema_version', sa.String(length=50), nullable=False),
+    sa.Column('source_filename', sa.String(length=500), nullable=True),
+    sa.Column('source_base_path', sa.String(length=1000), nullable=True),
+    sa.Column('workflow_state', sa.String(length=50), nullable=False),
+    sa.Column('current_flow', sa.String(length=50), nullable=False),
+    sa.Column('current_step', sa.String(length=100), nullable=True),
+    sa.Column('is_complete', sa.Boolean(), nullable=False),
+    sa.Column('editor_state', sa.JSON(), nullable=False),
+    sa.Column('autosaved_at', sa.DateTime(timezone=True), nullable=True),
+    sa.Column('published_at', sa.DateTime(timezone=True), nullable=True),
+    sa.Column('locked_at', sa.DateTime(timezone=True), nullable=True),
+    sa.Column('locked_by_user_id', sa.String(length=36), nullable=True),
+    sa.Column('user_lock_state', sa.String(length=20), nullable=True),
+    sa.Column('user_locked_at', sa.DateTime(timezone=True), nullable=True),
+    sa.Column('user_locked_by_user_id', sa.String(length=36), nullable=True),
+    sa.Column('validation_summary', sa.JSON(), nullable=True),
+    sa.Column('build_summary', sa.JSON(), nullable=True),
+    sa.Column('execution_snapshot', sa.JSON(), nullable=True),
+    sa.Column('execution_snapshot_hash', sa.String(length=64), nullable=True),
+    sa.Column('execution_snapshot_at', sa.DateTime(timezone=True), nullable=True),
+    sa.Column('created_at', sa.DateTime(timezone=True), nullable=False),
+    sa.Column('updated_at', sa.DateTime(timezone=True), nullable=False),
+    sa.ForeignKeyConstraint(['campaign_id'], ['campaigns.id'], name=op.f('fk_campaign_versions_campaign_id_campaigns'), ondelete='CASCADE'),
+    sa.ForeignKeyConstraint(['locked_by_user_id'], ['access_users.id'], name=op.f('fk_campaign_versions_locked_by_user_id_access_users'), ondelete='SET NULL'),
+    sa.ForeignKeyConstraint(['user_locked_by_user_id'], ['access_users.id'], name=op.f('fk_campaign_versions_user_locked_by_user_id_access_users'), ondelete='SET NULL'),
+    sa.PrimaryKeyConstraint('id', name=op.f('pk_campaign_versions')),
+    sa.UniqueConstraint('campaign_id', 'version_number', name='uq_campaign_versions_campaign_number')
+    )
+    op.create_index(op.f('ix_campaign_versions_campaign_id'), 'campaign_versions', ['campaign_id'], unique=False)
+    op.create_index(op.f('ix_campaign_versions_current_flow'), 'campaign_versions', ['current_flow'], unique=False)
+    op.create_index(op.f('ix_campaign_versions_execution_snapshot_hash'), 'campaign_versions', ['execution_snapshot_hash'], unique=False)
+    op.create_index(op.f('ix_campaign_versions_locked_by_user_id'), 'campaign_versions', ['locked_by_user_id'], unique=False)
+    op.create_index(op.f('ix_campaign_versions_user_lock_state'), 'campaign_versions', ['user_lock_state'], unique=False)
+    op.create_index(op.f('ix_campaign_versions_user_locked_by_user_id'), 'campaign_versions', ['user_locked_by_user_id'], unique=False)
+    op.create_index(op.f('ix_campaign_versions_workflow_state'), 'campaign_versions', ['workflow_state'], unique=False)
+    op.create_table('file_shares',
+    sa.Column('id', sa.String(length=36), nullable=False),
+    sa.Column('tenant_id', sa.String(length=36), nullable=False),
+    sa.Column('file_asset_id', sa.String(length=36), nullable=False),
+    sa.Column('target_type', sa.String(length=20), nullable=False),
+    sa.Column('target_id', sa.String(length=36), nullable=False),
+    sa.Column('permission', sa.String(length=20), nullable=False),
+    sa.Column('created_by_user_id', sa.String(length=36), nullable=True),
+    sa.Column('revoked_at', sa.DateTime(timezone=True), nullable=True),
+    sa.Column('created_at', sa.DateTime(timezone=True), nullable=False),
+    sa.Column('updated_at', sa.DateTime(timezone=True), nullable=False),
+    sa.ForeignKeyConstraint(['created_by_user_id'], ['access_users.id'], name=op.f('fk_file_shares_created_by_user_id_access_users'), ondelete='SET NULL'),
+    sa.ForeignKeyConstraint(['file_asset_id'], ['file_assets.id'], name=op.f('fk_file_shares_file_asset_id_file_assets'), ondelete='CASCADE'),
+    sa.PrimaryKeyConstraint('id', name=op.f('pk_file_shares')),
+    sa.UniqueConstraint('file_asset_id', 'target_type', 'target_id', 'revoked_at', name='uq_file_shares_active_target')
+    )
+    op.create_index(op.f('ix_file_shares_created_by_user_id'), 'file_shares', ['created_by_user_id'], unique=False)
+    op.create_index(op.f('ix_file_shares_file_asset_id'), 'file_shares', ['file_asset_id'], unique=False)
+    op.create_index(op.f('ix_file_shares_revoked_at'), 'file_shares', ['revoked_at'], unique=False)
+    op.create_index(op.f('ix_file_shares_target_id'), 'file_shares', ['target_id'], unique=False)
+    op.create_index(op.f('ix_file_shares_target_type'), 'file_shares', ['target_type'], unique=False)
+    op.create_index(op.f('ix_file_shares_tenant_id'), 'file_shares', ['tenant_id'], unique=False)
+    op.create_table('file_versions',
+    sa.Column('id', sa.String(length=36), nullable=False),
+    sa.Column('tenant_id', sa.String(length=36), nullable=False),
+    sa.Column('file_asset_id', sa.String(length=36), nullable=False),
+    sa.Column('blob_id', sa.String(length=36), nullable=False),
+    sa.Column('version_number', sa.Integer(), nullable=False),
+    sa.Column('filename_at_upload', sa.String(length=500), nullable=False),
+    sa.Column('display_path_at_upload', sa.String(length=1000), nullable=False),
+    sa.Column('content_type', sa.String(length=255), nullable=True),
+    sa.Column('size_bytes', sa.Integer(), nullable=False),
+    sa.Column('checksum_sha256', sa.String(length=64), nullable=False),
+    sa.Column('created_by_user_id', sa.String(length=36), nullable=True),
+    sa.Column('created_at', sa.DateTime(timezone=True), nullable=False),
+    sa.Column('updated_at', sa.DateTime(timezone=True), nullable=False),
+    sa.ForeignKeyConstraint(['blob_id'], ['file_blobs.id'], name=op.f('fk_file_versions_blob_id_file_blobs'), ondelete='RESTRICT'),
+    sa.ForeignKeyConstraint(['created_by_user_id'], ['access_users.id'], name=op.f('fk_file_versions_created_by_user_id_access_users'), ondelete='SET NULL'),
+    sa.ForeignKeyConstraint(['file_asset_id'], ['file_assets.id'], name=op.f('fk_file_versions_file_asset_id_file_assets'), ondelete='CASCADE'),
+    sa.PrimaryKeyConstraint('id', name=op.f('pk_file_versions')),
+    sa.UniqueConstraint('file_asset_id', 'version_number', name='uq_file_versions_asset_number')
+    )
+    op.create_index(op.f('ix_file_versions_blob_id'), 'file_versions', ['blob_id'], unique=False)
+    op.create_index(op.f('ix_file_versions_checksum_sha256'), 'file_versions', ['checksum_sha256'], unique=False)
+    op.create_index(op.f('ix_file_versions_created_by_user_id'), 'file_versions', ['created_by_user_id'], unique=False)
+    op.create_index(op.f('ix_file_versions_file_asset_id'), 'file_versions', ['file_asset_id'], unique=False)
+    op.create_index(op.f('ix_file_versions_tenant_id'), 'file_versions', ['tenant_id'], unique=False)
+    op.create_table('campaign_jobs',
+    sa.Column('id', sa.String(length=36), nullable=False),
+    sa.Column('tenant_id', sa.String(length=36), nullable=False),
+    sa.Column('campaign_id', sa.String(length=36), nullable=False),
+    sa.Column('campaign_version_id', sa.String(length=36), nullable=False),
+    sa.Column('entry_index', sa.Integer(), nullable=False),
+    sa.Column('entry_id', sa.String(length=255), nullable=True),
+    sa.Column('recipient_email', sa.String(length=320), nullable=True),
+    sa.Column('subject', sa.String(length=998), nullable=True),
+    sa.Column('message_id_header', sa.String(length=255), nullable=True),
+    sa.Column('eml_storage_key', sa.String(length=1000), nullable=True),
+    sa.Column('eml_local_path', sa.String(length=1000), nullable=True),
+    sa.Column('eml_size_bytes', sa.Integer(), nullable=True),
+    sa.Column('eml_sha256', sa.String(length=64), nullable=True),
+    sa.Column('build_status', sa.String(length=50), nullable=False),
+    sa.Column('validation_status', sa.String(length=50), nullable=False),
+    sa.Column('queue_status', sa.String(length=50), nullable=False),
+    sa.Column('send_status', sa.String(length=50), nullable=False),
+    sa.Column('imap_status', sa.String(length=50), nullable=False),
+    sa.Column('attempt_count', sa.Integer(), nullable=False),
+    sa.Column('last_error', sa.Text(), nullable=True),
+    sa.Column('queued_at', sa.DateTime(timezone=True), nullable=True),
+    sa.Column('claimed_at', sa.DateTime(timezone=True), nullable=True),
+    sa.Column('claim_token', sa.String(length=36), nullable=True),
+    sa.Column('smtp_started_at', sa.DateTime(timezone=True), nullable=True),
+    sa.Column('outcome_unknown_at', sa.DateTime(timezone=True), nullable=True),
+    sa.Column('sent_at', sa.DateTime(timezone=True), nullable=True),
+    sa.Column('resolved_recipients', sa.JSON(), nullable=True),
+    sa.Column('resolved_attachments', sa.JSON(), nullable=False),
+    sa.Column('issues_snapshot', 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.ForeignKeyConstraint(['campaign_id'], ['campaigns.id'], name=op.f('fk_campaign_jobs_campaign_id_campaigns'), ondelete='CASCADE'),
+    sa.ForeignKeyConstraint(['campaign_version_id'], ['campaign_versions.id'], name=op.f('fk_campaign_jobs_campaign_version_id_campaign_versions'), ondelete='CASCADE'),
+    sa.PrimaryKeyConstraint('id', name=op.f('pk_campaign_jobs')),
+    sa.UniqueConstraint('campaign_version_id', 'entry_index', name='uq_campaign_jobs_version_entry')
+    )
+    op.create_index(op.f('ix_campaign_jobs_build_status'), 'campaign_jobs', ['build_status'], unique=False)
+    op.create_index(op.f('ix_campaign_jobs_campaign_id'), 'campaign_jobs', ['campaign_id'], unique=False)
+    op.create_index(op.f('ix_campaign_jobs_campaign_version_id'), 'campaign_jobs', ['campaign_version_id'], unique=False)
+    op.create_index(op.f('ix_campaign_jobs_claim_token'), 'campaign_jobs', ['claim_token'], unique=False)
+    op.create_index(op.f('ix_campaign_jobs_eml_sha256'), 'campaign_jobs', ['eml_sha256'], unique=False)
+    op.create_index(op.f('ix_campaign_jobs_entry_id'), 'campaign_jobs', ['entry_id'], unique=False)
+    op.create_index(op.f('ix_campaign_jobs_imap_status'), 'campaign_jobs', ['imap_status'], unique=False)
+    op.create_index(op.f('ix_campaign_jobs_queue_status'), 'campaign_jobs', ['queue_status'], unique=False)
+    op.create_index(op.f('ix_campaign_jobs_recipient_email'), 'campaign_jobs', ['recipient_email'], unique=False)
+    op.create_index(op.f('ix_campaign_jobs_send_status'), 'campaign_jobs', ['send_status'], unique=False)
+    op.create_index(op.f('ix_campaign_jobs_tenant_id'), 'campaign_jobs', ['tenant_id'], unique=False)
+    op.create_index(op.f('ix_campaign_jobs_validation_status'), 'campaign_jobs', ['validation_status'], unique=False)
+    op.create_table('campaign_attachment_uses',
+    sa.Column('id', sa.String(length=36), nullable=False),
+    sa.Column('tenant_id', sa.String(length=36), nullable=False),
+    sa.Column('campaign_id', sa.String(length=36), nullable=False),
+    sa.Column('campaign_version_id', sa.String(length=36), nullable=False),
+    sa.Column('campaign_job_id', sa.String(length=36), nullable=True),
+    sa.Column('entry_index', sa.Integer(), nullable=True),
+    sa.Column('entry_id', sa.String(length=255), nullable=True),
+    sa.Column('file_asset_id', sa.String(length=36), nullable=False),
+    sa.Column('file_version_id', sa.String(length=36), nullable=False),
+    sa.Column('file_blob_id', sa.String(length=36), nullable=False),
+    sa.Column('filename_used', sa.String(length=500), nullable=False),
+    sa.Column('checksum_sha256', sa.String(length=64), nullable=False),
+    sa.Column('size_bytes', sa.Integer(), nullable=False),
+    sa.Column('content_type', sa.String(length=255), nullable=True),
+    sa.Column('use_stage', sa.String(length=20), nullable=False),
+    sa.Column('used_at', sa.DateTime(timezone=True), nullable=True),
+    sa.Column('created_at', sa.DateTime(timezone=True), nullable=False),
+    sa.Column('updated_at', sa.DateTime(timezone=True), nullable=False),
+    sa.ForeignKeyConstraint(['campaign_id'], ['campaigns.id'], name=op.f('fk_campaign_attachment_uses_campaign_id_campaigns'), ondelete='CASCADE'),
+    sa.ForeignKeyConstraint(['campaign_job_id'], ['campaign_jobs.id'], name=op.f('fk_campaign_attachment_uses_campaign_job_id_campaign_jobs'), ondelete='SET NULL'),
+    sa.ForeignKeyConstraint(['campaign_version_id'], ['campaign_versions.id'], name=op.f('fk_campaign_attachment_uses_campaign_version_id_campaign_versions'), ondelete='CASCADE'),
+    sa.ForeignKeyConstraint(['file_asset_id'], ['file_assets.id'], name=op.f('fk_campaign_attachment_uses_file_asset_id_file_assets'), ondelete='RESTRICT'),
+    sa.ForeignKeyConstraint(['file_blob_id'], ['file_blobs.id'], name=op.f('fk_campaign_attachment_uses_file_blob_id_file_blobs'), ondelete='RESTRICT'),
+    sa.ForeignKeyConstraint(['file_version_id'], ['file_versions.id'], name=op.f('fk_campaign_attachment_uses_file_version_id_file_versions'), ondelete='RESTRICT'),
+    sa.PrimaryKeyConstraint('id', name=op.f('pk_campaign_attachment_uses')),
+    sa.UniqueConstraint('campaign_job_id', 'file_version_id', 'filename_used', 'use_stage', name='uq_campaign_attachment_uses_job_file_stage')
+    )
+    op.create_index(op.f('ix_campaign_attachment_uses_campaign_id'), 'campaign_attachment_uses', ['campaign_id'], unique=False)
+    op.create_index(op.f('ix_campaign_attachment_uses_campaign_job_id'), 'campaign_attachment_uses', ['campaign_job_id'], unique=False)
+    op.create_index(op.f('ix_campaign_attachment_uses_campaign_version_id'), 'campaign_attachment_uses', ['campaign_version_id'], unique=False)
+    op.create_index(op.f('ix_campaign_attachment_uses_entry_id'), 'campaign_attachment_uses', ['entry_id'], unique=False)
+    op.create_index(op.f('ix_campaign_attachment_uses_file_asset_id'), 'campaign_attachment_uses', ['file_asset_id'], unique=False)
+    op.create_index(op.f('ix_campaign_attachment_uses_file_blob_id'), 'campaign_attachment_uses', ['file_blob_id'], unique=False)
+    op.create_index(op.f('ix_campaign_attachment_uses_file_version_id'), 'campaign_attachment_uses', ['file_version_id'], unique=False)
+    op.create_index(op.f('ix_campaign_attachment_uses_tenant_id'), 'campaign_attachment_uses', ['tenant_id'], unique=False)
+    op.create_index(op.f('ix_campaign_attachment_uses_use_stage'), 'campaign_attachment_uses', ['use_stage'], unique=False)
+    op.create_index(op.f('ix_campaign_attachment_uses_used_at'), 'campaign_attachment_uses', ['used_at'], unique=False)
+    op.create_table('campaign_issues',
+    sa.Column('id', sa.String(length=36), nullable=False),
+    sa.Column('tenant_id', sa.String(length=36), nullable=False),
+    sa.Column('campaign_id', sa.String(length=36), nullable=False),
+    sa.Column('campaign_version_id', sa.String(length=36), nullable=True),
+    sa.Column('job_id', sa.String(length=36), nullable=True),
+    sa.Column('severity', sa.String(length=20), nullable=False),
+    sa.Column('code', sa.String(length=100), nullable=False),
+    sa.Column('message', sa.Text(), nullable=False),
+    sa.Column('source', sa.String(length=255), nullable=True),
+    sa.Column('behavior', sa.String(length=50), nullable=True),
+    sa.Column('created_at', sa.DateTime(timezone=True), nullable=False),
+    sa.Column('updated_at', sa.DateTime(timezone=True), nullable=False),
+    sa.ForeignKeyConstraint(['campaign_id'], ['campaigns.id'], name=op.f('fk_campaign_issues_campaign_id_campaigns'), ondelete='CASCADE'),
+    sa.ForeignKeyConstraint(['campaign_version_id'], ['campaign_versions.id'], name=op.f('fk_campaign_issues_campaign_version_id_campaign_versions'), ondelete='CASCADE'),
+    sa.ForeignKeyConstraint(['job_id'], ['campaign_jobs.id'], name=op.f('fk_campaign_issues_job_id_campaign_jobs'), ondelete='CASCADE'),
+    sa.PrimaryKeyConstraint('id', name=op.f('pk_campaign_issues'))
+    )
+    op.create_index(op.f('ix_campaign_issues_campaign_id'), 'campaign_issues', ['campaign_id'], unique=False)
+    op.create_index(op.f('ix_campaign_issues_campaign_version_id'), 'campaign_issues', ['campaign_version_id'], unique=False)
+    op.create_index(op.f('ix_campaign_issues_code'), 'campaign_issues', ['code'], unique=False)
+    op.create_index(op.f('ix_campaign_issues_job_id'), 'campaign_issues', ['job_id'], unique=False)
+    op.create_index(op.f('ix_campaign_issues_severity'), 'campaign_issues', ['severity'], unique=False)
+    op.create_index(op.f('ix_campaign_issues_tenant_id'), 'campaign_issues', ['tenant_id'], unique=False)
+    op.create_table('imap_append_attempts',
+    sa.Column('id', sa.String(length=36), nullable=False),
+    sa.Column('job_id', sa.String(length=36), nullable=False),
+    sa.Column('attempt_number', sa.Integer(), nullable=False),
+    sa.Column('folder', sa.String(length=500), nullable=True),
+    sa.Column('status', sa.String(length=50), nullable=False),
+    sa.Column('error_message', sa.Text(), nullable=True),
+    sa.Column('created_at', sa.DateTime(timezone=True), nullable=False),
+    sa.Column('updated_at', sa.DateTime(timezone=True), nullable=False),
+    sa.ForeignKeyConstraint(['job_id'], ['campaign_jobs.id'], name=op.f('fk_imap_append_attempts_job_id_campaign_jobs'), ondelete='CASCADE'),
+    sa.PrimaryKeyConstraint('id', name=op.f('pk_imap_append_attempts'))
+    )
+    op.create_index(op.f('ix_imap_append_attempts_job_id'), 'imap_append_attempts', ['job_id'], unique=False)
+    op.create_table('send_attempts',
+    sa.Column('id', sa.String(length=36), nullable=False),
+    sa.Column('job_id', sa.String(length=36), nullable=False),
+    sa.Column('attempt_number', sa.Integer(), nullable=False),
+    sa.Column('status', sa.String(length=50), nullable=False),
+    sa.Column('claim_token', sa.String(length=36), nullable=True),
+    sa.Column('smtp_status_code', sa.Integer(), nullable=True),
+    sa.Column('smtp_response', sa.Text(), nullable=True),
+    sa.Column('error_type', sa.String(length=255), nullable=True),
+    sa.Column('error_message', sa.Text(), nullable=True),
+    sa.Column('started_at', sa.DateTime(timezone=True), nullable=True),
+    sa.Column('finished_at', sa.DateTime(timezone=True), nullable=True),
+    sa.Column('created_at', sa.DateTime(timezone=True), nullable=False),
+    sa.Column('updated_at', sa.DateTime(timezone=True), nullable=False),
+    sa.ForeignKeyConstraint(['job_id'], ['campaign_jobs.id'], name=op.f('fk_send_attempts_job_id_campaign_jobs'), ondelete='CASCADE'),
+    sa.PrimaryKeyConstraint('id', name=op.f('pk_send_attempts'))
+    )
+    op.create_index(op.f('ix_send_attempts_claim_token'), 'send_attempts', ['claim_token'], unique=False)
+    op.create_index(op.f('ix_send_attempts_job_id'), 'send_attempts', ['job_id'], unique=False)
+    op.create_index(op.f('ix_send_attempts_status'), 'send_attempts', ['status'], unique=False)
+    _seed_core_defaults()
+
+
+def downgrade() -> None:
+    op.drop_table('send_attempts')
+    op.drop_table('imap_append_attempts')
+    op.drop_table('campaign_issues')
+    op.drop_table('campaign_attachment_uses')
+    op.drop_table('campaign_jobs')
+    op.drop_table('file_versions')
+    op.drop_table('file_shares')
+    op.drop_table('campaign_versions')
+    op.drop_table('campaign_shares')
+    op.drop_table('audit_log')
+    op.drop_table('attachment_instances')
+    op.drop_table('mail_server_profiles')
+    op.drop_table('file_folders')
+    op.drop_table('file_assets')
+    op.drop_table('campaigns')
+    op.drop_table('access_user_role_assignments')
+    op.drop_table('access_user_group_memberships')
+    op.drop_table('access_auth_sessions')
+    op.drop_table('access_api_keys')
+    op.drop_table('admin_governance_template_assignments')
+    op.drop_table('access_users')
+    op.drop_table('access_system_role_assignments')
+    op.drop_table('access_group_role_assignments')
+    op.drop_table('file_blobs')
+    op.drop_table('core_system_settings')
+    op.drop_table('core_change_sequence_retention_floor')
+    op.drop_table('core_change_sequence')
+    op.drop_table('audit_outbox_events')
+    op.drop_table('attachment_blobs')
+    op.drop_table('admin_governance_templates')
+    op.drop_table('access_roles')
+    op.drop_table('access_groups')
+    op.drop_table('access_accounts')
+    op.drop_table('core_scopes')

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/b47e6f809a13_data_subject_requests.py

@@ -0,0 +1,77 @@
+"""add governed data-subject request workflow
+
+Revision ID: b47e6f809a13
+Revises: a36d8e4f9b12
+Create Date: 2026-08-07 00:00:00.000000
+"""
+
+from __future__ import annotations
+
+from alembic import op
+import sqlalchemy as sa
+
+
+revision = "b47e6f809a13"
+down_revision = "a36d8e4f9b12"
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    inspector = sa.inspect(op.get_bind())
+    if "core_data_subject_requests" in inspector.get_table_names():
+        return
+    op.create_table(
+        "core_data_subject_requests",
+        sa.Column("id", sa.String(length=36), nullable=False),
+        sa.Column("tenant_id", sa.String(length=36), nullable=False),
+        sa.Column("reference", sa.String(length=120), nullable=False),
+        sa.Column("request_kind", sa.String(length=30), nullable=False),
+        sa.Column("status", sa.String(length=30), nullable=False),
+        sa.Column("subject", sa.JSON(), nullable=False),
+        sa.Column("purpose", sa.String(length=1000), nullable=False),
+        sa.Column("legal_basis", sa.String(length=1000), nullable=True),
+        sa.Column("due_at", sa.DateTime(timezone=True), nullable=True),
+        sa.Column("requested_by_account_id", sa.String(length=36), nullable=False),
+        sa.Column("search_result", sa.JSON(), nullable=False),
+        sa.Column("erasure_plan", sa.JSON(), nullable=False),
+        sa.Column("execution_result", sa.JSON(), nullable=False),
+        sa.Column("coverage", sa.JSON(), nullable=False),
+        sa.Column("evidence_sha256", sa.String(length=64), nullable=True),
+        sa.Column("resource_revision", sa.Integer(), nullable=False),
+        sa.Column("completed_at", sa.DateTime(timezone=True), nullable=True),
+        sa.Column("notes", sa.Text(), nullable=True),
+        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_data_subject_requests")),
+    )
+    op.create_index(
+        op.f("ix_core_data_subject_requests_tenant_id"),
+        "core_data_subject_requests",
+        ["tenant_id"],
+        unique=False,
+    )
+    op.create_index(
+        op.f("ix_core_data_subject_requests_status"),
+        "core_data_subject_requests",
+        ["status"],
+        unique=False,
+    )
+    op.create_index(
+        op.f("ix_core_data_subject_requests_due_at"),
+        "core_data_subject_requests",
+        ["due_at"],
+        unique=False,
+    )
+    op.create_index(
+        "ix_core_data_subject_requests_tenant_status",
+        "core_data_subject_requests",
+        ["tenant_id", "status"],
+        unique=False,
+    )
+
+
+def downgrade() -> None:
+    inspector = sa.inspect(op.get_bind())
+    if "core_data_subject_requests" in inspector.get_table_names():
+        op.drop_table("core_data_subject_requests")

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")

dev/postgres/.env.example

@@ -1,5 +0,0 @@
-GOVOPLAN_POSTGRES_DB=govoplan
-GOVOPLAN_POSTGRES_USER=govoplan
-GOVOPLAN_POSTGRES_PASSWORD=govoplan-dev
-GOVOPLAN_POSTGRES_PORT=55432
-GOVOPLAN_POSTGRES_DATABASE_URL=postgresql+psycopg://govoplan:govoplan-dev@127.0.0.1:55432/govoplan

dev/postgres/README.md

@@ -1,126 +0,0 @@
-# PostgreSQL Development Profile
-
-GovOPlaN development now defaults to PostgreSQL:
-
-```text
-postgresql+psycopg://govoplan_dev@127.0.0.1:5432/govoplan_dev
-```
-
-The matching pg-tools URL for `psql`, `pg_dump`, and `pg_restore` is:
-
-```text
-postgresql://govoplan_dev@127.0.0.1:5432/govoplan_dev
-```
-
-Store the password in `~/.pgpass` instead of committing it to a `.env` file.
-The devserver and `scripts/launch-dev.sh` honor an explicit `DATABASE_URL` if
-you need a different database.
-
-## Host PostgreSQL Setup
-
-Create the default local role and database from a host shell:
-
-```bash
-export GOVOPLAN_PG_DB=govoplan_dev
-export GOVOPLAN_PG_USER=govoplan_dev
-read -rsp "Password for ${GOVOPLAN_PG_USER}: " GOVOPLAN_PG_PASSWORD
-echo
-
-if ! sudo -u postgres psql -tAc "SELECT 1 FROM pg_roles WHERE rolname='${GOVOPLAN_PG_USER}'" | grep -q 1; then
-  sudo -u postgres createuser --pwprompt "${GOVOPLAN_PG_USER}"
-else
-  sudo -u postgres psql -c "\\password ${GOVOPLAN_PG_USER}"
-fi
-
-if ! sudo -u postgres psql -tAc "SELECT 1 FROM pg_database WHERE datname='${GOVOPLAN_PG_DB}'" | grep -q 1; then
-  sudo -u postgres createdb -O "${GOVOPLAN_PG_USER}" "${GOVOPLAN_PG_DB}"
-fi
-
-sudo -u postgres psql -d "${GOVOPLAN_PG_DB}" -c "ALTER SCHEMA public OWNER TO ${GOVOPLAN_PG_USER};"
-
-touch ~/.pgpass
-chmod 600 ~/.pgpass
-grep -v "^127.0.0.1:5432:${GOVOPLAN_PG_DB}:${GOVOPLAN_PG_USER}:" ~/.pgpass > ~/.pgpass.tmp || true
-printf '127.0.0.1:5432:%s:%s:%s\n' "$GOVOPLAN_PG_DB" "$GOVOPLAN_PG_USER" "$GOVOPLAN_PG_PASSWORD" >> ~/.pgpass.tmp
-mv ~/.pgpass.tmp ~/.pgpass
-chmod 600 ~/.pgpass
-```
-
-Check access:
-
-```bash
-psql "postgresql://${GOVOPLAN_PG_USER}@127.0.0.1:5432/${GOVOPLAN_PG_DB}" \
-  -c 'select current_user, current_database();'
-```
-
-When running through the VS Codium Flatpak sandbox, host PostgreSQL tools are
-available through:
-
-```bash
-flatpak-spawn --host /usr/bin/psql --version
-flatpak-spawn --host /usr/bin/pg_dump --version
-flatpak-spawn --host /usr/bin/pg_restore --version
-```
-
-## Run GovOPlaN Against Host PostgreSQL
-
-```bash
-cd /mnt/DATA/git/govoplan-core
-./.venv/bin/python -m govoplan_core.commands.init_db \
-  --database-url postgresql+psycopg://govoplan_dev@127.0.0.1:5432/govoplan_dev \
-  --with-dev-data
-
-./.venv/bin/python -m govoplan_core.devserver --smoke --no-reload
-```
-
-For the full backend and WebUI launcher:
-
-```bash
-cd /mnt/DATA/git/govoplan-core
-scripts/launch-dev.sh
-```
-
-To force the old SQLite fallback for a disposable local run:
-
-```bash
-GOVOPLAN_DEV_DATABASE_BACKEND=sqlite scripts/launch-dev.sh
-```
-
-## Disposable Docker Testbed
-
-This testbed is for migration and module-permutation checks. It is not a
-production deployment profile.
-
-```bash
-cd /mnt/DATA/git/govoplan-core/dev/postgres
-cp .env.example .env
-docker compose --env-file .env up -d
-```
-
-Run the integration check from the core checkout:
-
-```bash
-cd /mnt/DATA/git/govoplan-core
-set -a
-. dev/postgres/.env
-set +a
-./.venv/bin/python scripts/postgres-integration-check.py \
-  --database-url "$GOVOPLAN_POSTGRES_DATABASE_URL" \
-  --reset-schema
-```
-
-`--reset-schema` drops and recreates the `public` schema before every module
-set. Use it only against this disposable database.
-
-Stop the testbed:
-
-```bash
-cd /mnt/DATA/git/govoplan-core/dev/postgres
-docker compose --env-file .env down
-```
-
-Remove all test data:
-
-```bash
-docker compose --env-file .env down -v
-```

dev/postgres/docker-compose.yml

@@ -1,22 +0,0 @@
-services:
-  postgres:
-    image: postgres:16-alpine
-    container_name: govoplan-core-postgres-dev
-    environment:
-      POSTGRES_DB: ${GOVOPLAN_POSTGRES_DB:-govoplan}
-      POSTGRES_USER: ${GOVOPLAN_POSTGRES_USER:-govoplan}
-      POSTGRES_PASSWORD: ${GOVOPLAN_POSTGRES_PASSWORD:-govoplan-dev}
-    ports:
-      - "127.0.0.1:${GOVOPLAN_POSTGRES_PORT:-55432}:5432"
-    healthcheck:
-      test:
-        - CMD-SHELL
-        - pg_isready -U "$${POSTGRES_USER}" -d "$${POSTGRES_DB}"
-      interval: 5s
-      timeout: 3s
-      retries: 20
-    volumes:
-      - postgres-data:/var/lib/postgresql/data
-
-volumes:
-  postgres-data:

dev/production-like/.env.example

@@ -1,27 +0,0 @@
-APP_ENV=staging
-GOVOPLAN_INSTALL_PROFILE=production-like
-MASTER_KEY_B64=
-
-GOVOPLAN_PRODUCTION_LIKE_POSTGRES_DB=govoplan
-GOVOPLAN_PRODUCTION_LIKE_POSTGRES_USER=govoplan
-GOVOPLAN_PRODUCTION_LIKE_POSTGRES_PASSWORD=govoplan-dev
-GOVOPLAN_PRODUCTION_LIKE_POSTGRES_PORT=55433
-GOVOPLAN_PRODUCTION_LIKE_REDIS_PORT=56379
-
-GOVOPLAN_PRODUCTION_LIKE_DATABASE_URL=postgresql+psycopg://govoplan:govoplan-dev@127.0.0.1:55433/govoplan
-GOVOPLAN_PRODUCTION_LIKE_DATABASE_URL_PGTOOLS=postgresql://govoplan:govoplan-dev@127.0.0.1:55433/govoplan
-GOVOPLAN_PRODUCTION_LIKE_REDIS_URL=redis://127.0.0.1:56379/0
-
-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,default
-
-ENABLED_MODULES=tenancy,organizations,identity,access,admin,dashboard,policy,audit,campaigns,files,mail,calendar,docs,ops
-CORS_ORIGINS=http://127.0.0.1:5173,http://localhost:5173
-AUTH_COOKIE_SECURE=false
-FILE_STORAGE_BACKEND=local
-FILE_STORAGE_LOCAL_ROOT=runtime/production-like/files
-DEV_AUTO_MIGRATE_ENABLED=false
-DEV_BOOTSTRAP_ENABLED=true

dev/production-like/README.md

@@ -1,60 +0,0 @@
-# Production-Like Development Profile
-
-This profile runs the shared services that production depends on while keeping
-API, worker, and WebUI code in the editable local repositories.
-
-It provides:
-
-- PostgreSQL with a persistent Docker volume
-- Redis with append-only persistence
-- explicit `ENABLED_MODULES`
-- local durable file storage under `runtime/production-like/files`
-- a Celery worker process using the same queues as the API
-
-Start it from the core repository:
-
-```bash
-cd /mnt/DATA/git/govoplan-core
-scripts/launch-production-like-dev.sh
-```
-
-The helper wrapper exposes repeatable lifecycle commands:
-
-```bash
-cd /mnt/DATA/git/govoplan-core
-scripts/production-like-dev.sh validate-config
-scripts/production-like-dev.sh seed
-scripts/production-like-dev.sh start
-scripts/production-like-dev.sh stop
-scripts/production-like-dev.sh reset --yes
-```
-
-The launcher uses `dev/production-like/.env` when present, otherwise
-`dev/production-like/.env.example`. Copy the example when you want local port or
-password changes:
-
-```bash
-cp dev/production-like/.env.example dev/production-like/.env
-```
-
-The API and worker use:
-
-```text
-DATABASE_URL=postgresql+psycopg://govoplan:govoplan-dev@127.0.0.1:55433/govoplan
-REDIS_URL=redis://127.0.0.1:56379/0
-CELERY_ENABLED=true
-```
-
-Stop the launched API/WebUI/worker with `Ctrl+C`. The PostgreSQL and Redis
-containers keep running by default so the next launch is fast. To stop them too:
-
-```bash
-GOVOPLAN_STOP_PROFILE_DEPENDENCIES_ON_EXIT=1 scripts/launch-production-like-dev.sh
-```
-
-To remove all profile data:
-
-```bash
-cd /mnt/DATA/git/govoplan-core
-scripts/production-like-dev.sh reset --yes
-```

dev/production-like/docker-compose.yml

@@ -1,37 +0,0 @@
-services:
-  postgres:
-    image: postgres:16-alpine
-    container_name: govoplan-production-like-postgres
-    environment:
-      POSTGRES_DB: ${GOVOPLAN_PRODUCTION_LIKE_POSTGRES_DB:-govoplan}
-      POSTGRES_USER: ${GOVOPLAN_PRODUCTION_LIKE_POSTGRES_USER:-govoplan}
-      POSTGRES_PASSWORD: ${GOVOPLAN_PRODUCTION_LIKE_POSTGRES_PASSWORD:-govoplan-dev}
-    ports:
-      - "127.0.0.1:${GOVOPLAN_PRODUCTION_LIKE_POSTGRES_PORT:-55433}:5432"
-    healthcheck:
-      test:
-        - CMD-SHELL
-        - pg_isready -U "$${POSTGRES_USER}" -d "$${POSTGRES_DB}"
-      interval: 5s
-      timeout: 3s
-      retries: 20
-    volumes:
-      - postgres-data:/var/lib/postgresql/data
-
-  redis:
-    image: redis:7-alpine
-    container_name: govoplan-production-like-redis
-    command: ["redis-server", "--appendonly", "yes"]
-    ports:
-      - "127.0.0.1:${GOVOPLAN_PRODUCTION_LIKE_REDIS_PORT:-56379}:6379"
-    healthcheck:
-      test: ["CMD", "redis-cli", "ping"]
-      interval: 5s
-      timeout: 3s
-      retries: 20
-    volumes:
-      - redis-data:/data
-
-volumes:
-  postgres-data:
-  redis-data:

docs/ACCESS_RBAC_MODEL.md

@@ -1,6 +1,6 @@
 # GovOPlaN RBAC And Resource-Access Model
 
-**Updated:** 2026-07-09
+**Updated:** 2026-07-11
 
 ## Authorization Equation
 
@@ -254,6 +254,61 @@ space/folder/file ownership:
 External file connections and spaces are additionally constrained by connector
 policy and owner/group assignment in the files module.
 
+## Resource Access Explanations
+
+The access module exposes a diagnostic endpoint for explaining why a principal
+can see or operate on a concrete resource:
+
+```text
+GET /api/v1/admin/access/resource-explanation
+```
+
+Required query values:
+
+| Field | Meaning |
+| --- | --- |
+| `user_id` | Tenant membership to explain. The current module UIs pass the signed-in user. |
+| `resource_type` | Module-owned type such as `file`, `folder`, or `campaign`. |
+| `resource_id` | Stable module resource identifier. |
+| `action` | Permission/action being explained, for example `files:file:read`. |
+| `tenant_id` | Optional tenant override for system/admin contexts. |
+
+The access module always contributes effective-scope provenance for the action.
+Installed modules may add resource provenance by exposing a
+`ResourceAccessExplanationProvider` through a capability consumed by access.
+Providers should return only facts they own, using these provenance kinds:
+
+| Kind | Meaning |
+| --- | --- |
+| `resource` | The concrete resource or an explicit not-found result. |
+| `owner` | Matching user/group ownership. |
+| `share` | Matching explicit user/group/tenant share. |
+| `policy` | Administrative bypass or policy-derived grant. |
+| `role` / `right` | Scope and role provenance from access itself. |
+
+Files currently registers `files.access` and explains file assets plus folders.
+Persisted folders use their database ID. Folder rows inferred from file paths use
+a deterministic virtual ID:
+
+```text
+virtual-folder:v1:<tenant_id>:<owner_type>:<owner_id>:<base64url(normalized_path)>
+```
+
+The files provider validates virtual folder IDs before returning provenance: the
+tenant and owner must match the resource ID, and at least one active file must
+exist below the normalized folder path. This keeps virtual folder explanations
+stable without forcing every inferred tree node to become a stored folder row.
+
+Campaign currently registers `campaigns.access` and explains the campaign
+ownership/sharing object itself. Finer-grained campaign sub-objects are tracked
+separately in `govoplan-campaign#50` until their resource identifiers and access
+rules are decided.
+
+Cross-user resource explanation is a policy feature, not a module-local UI
+detail. Until `govoplan-policy#6` is resolved, module UIs should default to
+current-user explanation and avoid importing access-admin user-picking
+components.
+
 ## Mail Servers
 
 | Scope | Meaning |

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.
-8. Record observed effects.
-9. Emit events and audit records.
-10. Mark the command complete, retryable, quarantined, or requiring manual
+7. Create a durable recovery operation and acquire its execution fence.
+8. Persist dispatch evidence before a non-atomic provider call.
+9. Execute the owning module capability.
+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.
@@ -58,18 +67,18 @@ Use Gitea issues as the canonical backlog and state log. See `docs/GITEA_ISSUES.
 Use the consolidated script after changes that touch module discovery, optional integrations, shared mail components, mailbox listing, or cross-module WebUI behavior:
 
 ```bash
-cd /mnt/DATA/git/govoplan-core
-./scripts/check-focused.sh
+cd /mnt/DATA/git/govoplan
+tools/checks/check-focused.sh
 ```
 
 For smaller changes, prefer the narrow command named in the relevant `AGENTS.md` file. Examples:
 
 ```bash
 cd /mnt/DATA/git/govoplan-core
-./.venv/bin/python -m unittest tests.test_module_system
+/mnt/DATA/git/govoplan/.venv/bin/python -m unittest tests.test_module_system
 
 cd /mnt/DATA/git/govoplan-mail
-/mnt/DATA/git/govoplan-core/.venv/bin/python -m unittest discover -s tests
+/mnt/DATA/git/govoplan/.venv/bin/python -m unittest discover -s tests
 
 cd /mnt/DATA/git/govoplan-core/webui
 PATH=/mnt/DATA/git/govoplan-core/webui/node_modules/.bin:/home/zemion/.nvm/versions/node/v22.22.3/bin:$PATH /home/zemion/.nvm/versions/node/v22.22.3/bin/npm run test:module-permutations
@@ -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;
@@ -122,7 +159,36 @@ The initial implementation includes provider-neutral orchestration helpers:
 
 The first concrete provider is `govoplan_access.backend.configuration_provider`.
 It supports access-owned `roles`, `groups`, and `group_role_assignments`
-fragments and applies them idempotently.
+fragments and applies them idempotently. Mail and Files also register providers
+for deployment configuration: Mail owns receipt-bound SMTP profiles and Files
+validates the deployment-owned managed-storage binding.
+
+### Deployment capability receipt
+
+The installer mounts a bounded, non-secret infrastructure receipt at the path
+named by `GOVOPLAN_DEPLOYMENT_CAPABILITIES_PATH`. Core validates that document
+once for configuration-package context and exposes typed capability and
+post-install-task records to providers. Invalid receipts fail closed. Endpoint
+metadata is sanitized, and secret fields may cross this boundary only as
+`env:VARIABLE_NAME` references.
+
+Feature providers remain responsible for their own semantics:
+
+- Mail can derive host and port from `mail.smtp`, collect missing non-secret
+  transport fields, and bind an existing credential-envelope id. It never
+  accepts or exports a username, password, token, or decrypted credential.
+- Files compares `files.storage` with the effective runtime backend, endpoint,
+  trust marker, bucket, and presence of referenced environment secrets. Storage
+  remains deployment-owned, so the provider reports `skip` when they agree and
+  blocks drift instead of rewriting process environment or storage credentials.
+- A system-scoped Mail profile requires system configuration authority. Tenant
+  scope is the conservative default.
+- Existing Mail configuration is preserved unless a reviewed fragment
+  explicitly selects `on_conflict: update`. Reapplying an unchanged fragment is
+  a no-op.
+
+Ops projects the same Core-validated receipt. It must not maintain a second
+parser with different validation or secret-handling rules.
 
 The admin wizard backend starts with these routes:
 

docs/CONTEXTUAL_HELP_CONTRACT.md

@@ -0,0 +1,73 @@
+# 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.
+- `helpModuleId` identifies the documentation-owning module when a shared
+  control is embedded in another module's page.
+- `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.
+- `TableActionGroup` action definitions carry the same identities so focused
+  row actions can resolve consequence-specific help.
+- `PageLayout` owns the page help scope and documentation identity for ordinary
+  headed pages. `WorkspaceLayout` owns the full-canvas workspace scope and its
+  labelled primary/content panes; pages inside it use `PageLayout` in
+  `workspace` mode and retain their own route-level help identity.
+
+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 +1,74 @@
+# 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,
+together with the container width at which the user selected it.
+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 at that same container width never shrinks intentional user
+overflow, so there is no drag-end snap. If the surrounding layout later
+contracts, persisted tracks may shrink toward their hard minima. The layout
+retains only the amount of horizontal overflow deliberately created by the
+user; an exact-cover layout therefore remains exact-cover at narrower widths.
+Legacy snapshots from the former hard-pixel persistence contract are discarded
+once and recomputed from the declared column layout.
+
+## 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;
+- responsive contraction of persisted layouts without losing deliberate overflow;
+- 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/DATA_SUBJECT_REQUESTS.md

@@ -0,0 +1,91 @@
+# Data-Subject Request Contract
+
+This document defines the provider-neutral workflow for access and erasure
+requests. It is an operational control and evidence mechanism. It does not
+replace legal review, identity verification, retention policy, or the
+institution's statutory response process.
+
+## Ownership
+
+Core owns the request aggregate, lifecycle API, optimistic concurrency,
+provider discovery, export manifest, execution orchestration, and audit event
+names. Modules that store subject-related data own their search, explanation,
+retention, and mutation behavior through a `privacy.dsar.<module>` capability.
+Core never scans module tables or guesses how a foreign resource may be
+erased.
+
+Access owns the first provider. It finds tenant memberships plus safe account,
+identity, assignment, API-key, and session metadata. It does not export secret
+hashes, session tokens, IP addresses, or browser fingerprints. Tenant-local
+membership data can be anonymized and authentication material can be revoked.
+Global accounts and identities require manual system-level review because they
+may serve more than one tenant.
+
+## Lifecycle
+
+1. A privacy officer records a verified selector, purpose, legal basis, due
+   date, and internal reference.
+2. Search invokes every available tenant capability independently. A provider
+   failure is isolated and recorded; it cannot turn an incomplete search into
+   a successful one.
+3. The JSON export contains the request, records, provider runs, coverage,
+   retention reasons, execution evidence, and a SHA-256 manifest digest.
+4. An erasure request produces stable provider-owned actions. Immutable
+   evidence generates an explicit non-executable `retain` decision.
+5. Execution accepts only selected executable actions from the current plan.
+   It requires `If-Match`, the current resource revision, the dedicated erase
+   permission, and the exact `ERASE <request-id>` confirmation phrase.
+6. Provider execution is idempotent. Completed or unchanged effects remain
+   durable in the request's execution evidence.
+
+The API is rooted at
+`/api/v1/admin/privacy/data-subject-requests`. Access exposes the independent
+permissions `access:privacy:read`, `access:privacy:manage`,
+`access:privacy:export`, and `access:privacy:erase`; the built-in privacy
+officer role contains all four.
+
+## Provider Rules
+
+A provider must:
+
+- enforce tenant ownership for every record and action;
+- return stable, unique resource and action identities;
+- avoid credentials, hashes, tokens, unnecessary telemetry, and unrelated
+  third-party data;
+- distinguish mutable personal data from immutable institutional evidence;
+- state a retention reason for immutable evidence;
+- propose manual review instead of an automatic action when authority is
+  ambiguous or a resource spans tenants;
+- return exactly one execution result per requested action;
+- make execution idempotent and avoid committing the caller's transaction;
+- keep all actual mutations inside the owning module.
+
+Each active module without a DSAR provider is listed in coverage. This is a
+deliberate fail-visible state, not proof that the module stores personal data.
+An institution may call an export complete only after it has reviewed both the
+provider runs and that coverage list.
+
+## Retention And Evidence
+
+Erasure and retention are separate decisions. Stable object IDs, authorization
+history, function incumbency, formal decisions, delivery evidence, and audit
+records may remain necessary for accountability. Providers expose those items
+with a concrete reason and Core prevents them from being selected as executable
+actions. Policy may further restrict an action, but it must never silently
+loosen a provider's retention decision.
+
+All lifecycle mutations and exports produce tenant audit events. The request
+stores an evidence digest after every revision. This digest detects accidental
+or unauthorized mutation of the aggregate; it is not a digital signature or a
+substitute for signed recovery evidence.
+
+## Current Limits
+
+- Access is the first native provider. Other enabled modules appear in the
+  coverage list until they add a provider or an explicit no-subject-data
+  declaration is standardized.
+- Verification of the requester's identity and statutory deadline escalation
+  remain institutional workflows outside this API.
+- Global account or identity erasure is deliberately manual.
+- Exports are JSON. A human-readable signed response package remains a later
+  Reporting/Templates integration.

docs/DEPENDENCY_AUDITS.md

@@ -6,23 +6,24 @@ metadata and can fail for newly disclosed advisories without a source change.
 
 ## Local Workflow
 
-Install the development audit dependency once:
+Install the whole-product development dependencies once from the meta
+repository:
 
 ```bash
-cd /mnt/DATA/git/govoplan-core
+cd /mnt/DATA/git/govoplan
 ./.venv/bin/python -m pip install -r requirements-dev.txt
 ```
 
 Run both backend and WebUI production audits:
 
 ```bash
-cd /mnt/DATA/git/govoplan-core
-bash scripts/check-dependency-audits.sh
+cd /mnt/DATA/git/govoplan
+bash tools/checks/check-dependency-audits.sh
 ```
 
 The script runs:
 
-- `scripts/check-dependency-hygiene.sh` for pip resolver consistency, stale
+- `tools/checks/check-dependency-hygiene.sh` for pip resolver consistency, stale
   legacy editable package metadata, deprecated framework constants, and the
   Starlette `TestClient` deprecation smoke when test dependencies are present
 - `python -m pip_audit --progress-spinner off`
@@ -31,11 +32,12 @@ The script runs:
 For fast local checks without vulnerability metadata lookups, run:
 
 ```bash
-cd /mnt/DATA/git/govoplan-core
-CHECK_TESTCLIENT_DEPRECATIONS=1 bash scripts/check-dependency-hygiene.sh
+cd /mnt/DATA/git/govoplan
+CHECK_TESTCLIENT_DEPRECATIONS=1 \
+bash tools/checks/check-dependency-hygiene.sh
 ```
 
-This is also part of `scripts/check-focused.sh`, so resolver drift and
+This is also part of `govoplan/tools/checks/check-focused.sh`, so resolver drift and
 deprecation regressions fail close to the code change that introduced them.
 
 Override tool paths when testing from a disposable environment:
@@ -43,12 +45,13 @@ Override tool paths when testing from a disposable environment:
 ```bash
 PYTHON=/tmp/govoplan-audit/bin/python \
 NPM=/home/zemion/.nvm/versions/node/v22.22.3/bin/npm \
-bash scripts/check-dependency-audits.sh
+GOVOPLAN_CORE_ROOT=/mnt/DATA/git/govoplan-core \
+bash /mnt/DATA/git/govoplan/tools/checks/check-dependency-audits.sh
 ```
 
 ## CI Workflow
 
-`.gitea/workflows/dependency-audit.yml` installs release dependencies from
+`govoplan/.gitea/workflows/dependency-audit.yml` installs release dependencies from
 tagged package refs, installs `pip-audit`, and runs the same script on pushes,
 pull requests, and a weekly schedule.
 

docs/DEPLOYMENT_OPERATOR_GUIDE.md

@@ -7,6 +7,16 @@ files.
 
 ## Runtime Configuration Contract
 
+Worker and queue observability is provider-neutral. Runtime modules register a
+bounded `RuntimeWorkStatusProviderRegistration` with Core; the Ops module
+projects its sanitized status without importing Celery, Redis, or module job
+implementations. Providers must use explicit `null` values for unsupported
+queue depth, active/reserved work, failure count, and heartbeat evidence. An
+unavailable metric must never be interpreted as zero or as proof of health.
+The standard Core adapter reports the configured Celery/Redis runtime and
+combines its bounded inspection result with registered worker heartbeat and
+stale-threshold evidence.
+
 Self-hosted installability follows the staged approach documented in
 `SELF_HOSTED_INSTALLABILITY.md`: generate an explicit env template, validate it,
 run production-like rehearsal with Compose-backed dependencies, then use the
@@ -15,7 +25,7 @@ installer CLI/daemon for package mutation under maintenance mode.
 Generate a deployment-local template:
 
 ```bash
-cd /mnt/DATA/git/govoplan-core
+cd /mnt/DATA/git/govoplan
 ./.venv/bin/python -m govoplan_core.commands.config env-template \
   --profile self-hosted \
   --generate-secrets \
@@ -36,7 +46,7 @@ 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. |
 
@@ -54,8 +64,11 @@ PY
 | Setting | Default | Notes |
 | --- | --- | --- |
 | `DATABASE_URL` | `postgresql+psycopg://govoplan_dev@127.0.0.1:5432/govoplan_dev` | Local development and production-like profiles use PostgreSQL. Use `GOVOPLAN_DEV_DATABASE_BACKEND=sqlite` only for disposable SQLite runs. |
+| `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 `scripts/launch-dev.sh` default it to `true`; use controlled first-admin creation outside dev. |
+| `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
@@ -68,10 +81,11 @@ supported only for tiny disposable profiles and unit-test style smoke runs.
 Production/staging deployments should use a managed PostgreSQL database and
 explicit migration commands.
 
-Install the server extra so the `psycopg` driver is available:
+Install the full release profile from the meta repository so core, modules, and
+the `psycopg` driver are available:
 
 ```bash
-cd /mnt/DATA/git/govoplan-core
+cd /mnt/DATA/git/govoplan
 ./.venv/bin/python -m pip install -r requirements-release.txt
 ```
 
@@ -113,37 +127,41 @@ pg_restore --clean --if-exists \
 ```
 
 For local development, create the host database described in
-`dev/postgres/README.md`, then run:
+`/mnt/DATA/git/govoplan/dev/postgres/README.md`, then run:
 
 ```bash
-cd /mnt/DATA/git/govoplan-core
+cd /mnt/DATA/git/govoplan
 ./.venv/bin/python -m govoplan_core.commands.init_db \
   --database-url postgresql+psycopg://govoplan_dev@127.0.0.1:5432/govoplan_dev \
   --with-dev-data
 ./.venv/bin/python -m govoplan_core.devserver --smoke --no-reload
-scripts/launch-dev.sh
+tools/launch/launch-dev.sh
 ```
 
 For disposable local validation against a throwaway PostgreSQL instance, use
 the bundled PostgreSQL testbed:
 
 ```bash
-cd /mnt/DATA/git/govoplan-core/dev/postgres
+cd /mnt/DATA/git/govoplan/dev/postgres
 cp .env.example .env
 docker compose --env-file .env up -d
 
-cd /mnt/DATA/git/govoplan-core
+cd /mnt/DATA/git/govoplan
 set -a
-. dev/postgres/.env
+. /mnt/DATA/git/govoplan/dev/postgres/.env
 set +a
-./.venv/bin/python scripts/postgres-integration-check.py \
+tools/checks/postgres-integration-check.py \
   --database-url "$GOVOPLAN_POSTGRES_DATABASE_URL" \
   --reset-schema
 ```
 
 The integration check runs migrations and startup smoke checks across the
-standard module permutations. `--reset-schema` is destructive and belongs only
-on throwaway databases.
+standard module permutations. It first requires the retirement atomicity proof,
+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
 
@@ -151,16 +169,34 @@ 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,default` | Queue list expected by worker/process manager definitions. |
+| `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,default \
+  --queues send_email,append_sent,notifications,mail,calendar,dataflow,workflow,postbox,events,idm,default \
   --loglevel INFO
 ```
 
+Run Celery beat as a separately supervised process. Its built-in one-minute
+schedule recovers Calendar outbox rows left behind by broker failures, process
+crashes, and expired worker leases:
+
+```bash
+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 |
@@ -173,6 +209,11 @@ python -m celery -A govoplan_core.celery_app:celery worker \
 | `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_*`.
@@ -182,15 +223,64 @@ prefer `FILE_STORAGE_*`.
 | Setting | Default | Notes |
 | --- | --- | --- |
 | `CORS_ORIGINS` | local dev origins | Set to the exact WebUI origins in staging/production. |
+| `GOVOPLAN_TRUSTED_HOSTS` | empty | Exact API host names accepted by the application. Production-like validation requires an explicit list; narrowly scoped `*.example.org` entries are supported. |
+| `FORWARDED_ALLOW_IPS` | Uvicorn default | Address or network of the trusted reverse proxy. Never use `*` in production-like deployments. |
 | `AUTH_SESSION_COOKIE_NAME` | configured default | Change only through a controlled rollout because it logs users out. |
 | `AUTH_CSRF_COOKIE_NAME` | configured default | Must match WebUI/API deployment. |
 | `AUTH_COOKIE_SECURE` | `false` | Set `true` behind HTTPS. |
 | `AUTH_COOKIE_SAMESITE` | `lax` | Use a stricter value only after testing login and CSRF flows. |
 | `AUTH_COOKIE_DOMAIN` | empty | Set only when the API and WebUI intentionally share a parent domain. |
+| `GOVOPLAN_HTTP_HSTS_SECONDS` | `31536000` in production, otherwise `0` | Emitted only for HTTPS requests. Set `0` while rehearsing a deployment that is not yet HTTPS-only. |
+| `GOVOPLAN_HTTP_MAX_REQUEST_BODY_BYTES` | `536870912` (512 MiB) | Deployment hard ceiling; file and module APIs apply their own lower limits where appropriate. |
+
+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. Production-like startup fails
+when throttling is enabled without `REDIS_URL`. Set
+`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
+
+| Setting | Default | Notes |
+| --- | --- | --- |
+| `GOVOPLAN_CONNECTOR_ALLOW_PRIVATE_NETWORKS` | `true` in dev/test, otherwise `false` | Deployment-wide decision. Set `true` only when pinned HTTP(S), DAV, SMTP, or IMAP transports must reach internal addresses. It does not enable an SDK transport that cannot pin every peer. |
+| `GOVOPLAN_CONNECTOR_MAX_STRUCTURED_RESPONSE_BYTES` | `16777216` (16 MiB) | Maximum buffered JSON, XML, iCalendar, vCard, catalog, and connector error response. |
+| `GOVOPLAN_CONNECTOR_MAX_FILE_TRANSFER_BYTES` | `536870912` (512 MiB) | Hard upper bound for a single remote file; module upload limits may be lower. |
+| `GOVOPLAN_CONNECTOR_SECRET_ENV_ALLOWLIST` | empty | Comma-separated exact environment names usable by deployment-owned connector profiles. Tenant/API-managed profiles cannot select process variables, even when a name is listed. |
+| `GOVOPLAN_CONNECTOR_CA_BUNDLE_ALLOWLIST` | empty | Comma-separated exact absolute CA bundle paths. Mount the same files at the same paths on every API and connector worker. |
+
+Production-like configuration validation requires the private-network choice to
+be explicit. HTTP connector downloads are streamed up to the configured bound,
+and credential-bearing DAV redirects remain confined to their configured
+origin.
+
+The urllib, HTTPX/httpcore, SMTP, and IMAP transports resolve, validate, and
+connect to the same approved address record while retaining the original host
+for HTTP Host, TLS SNI, and certificate verification. Live SMB and S3 access
+fails closed in both public-only and private-network deployments: the current
+SDK transports cannot pin every initial and secondary peer or revalidate every
+SDK-managed redirect/referral. An explicit IP endpoint does not bypass this
+rule. Production deployments should still enforce the same decision at their
+worker/container egress firewall or outbound proxy as a second boundary.
+
+File connector TLS verification may be disabled only in dev/test. A custom CA
+bundle must be an existing regular file whose resolved absolute path is listed
+in `GOVOPLAN_CONNECTOR_CA_BUNDLE_ALLOWLIST`. Environment-backed file connector
+credentials are supported only in deployment-owned connector JSON and require
+their exact names in `GOVOPLAN_CONNECTOR_SECRET_ENV_ALLOWLIST`; UI/API profiles
+must use encrypted stored credentials or a scoped secret-provider reference.
 
 Public URLs are currently supplied by deployment/reverse-proxy configuration and
 module settings. Do not hardcode them in core; configuration packages should ask
 for portal, WebUI, postbox, and notification URLs when they become relevant.
+Uvicorn applies `X-Forwarded-*` only from `FORWARDED_ALLOW_IPS`; keep that value
+aligned with the reverse proxy and do not expose the application server directly
+through the same trusted address range.
 
 ### Module Catalogs, Licenses, And Trust Roots
 
@@ -198,12 +288,15 @@ for portal, WebUI, postbox, and notification URLs when they become relevant.
 | --- | --- |
 | `GOVOPLAN_MODULE_PACKAGE_CATALOG_URL` or `GOVOPLAN_MODULE_PACKAGE_CATALOG` | Module package catalog source. |
 | `GOVOPLAN_MODULE_PACKAGE_CATALOG_TRUSTED_KEYS_FILE` | Preferred production keyring path. |
-| `GOVOPLAN_MODULE_PACKAGE_CATALOG_APPROVED_CHANNEL` | Approved catalog channel, for example `stable`. |
+| `GOVOPLAN_MODULE_PACKAGE_CATALOG_APPROVED_CHANNELS` | Comma-separated approved catalog channels, for example `stable`. The legacy singular name remains readable during migration. |
 | `GOVOPLAN_LICENSE_TRUSTED_KEYS_FILE` | Trusted license issuer keyring path. |
 | `GOVOPLAN_LICENSE_ENFORCEMENT` | Enables license enforcement when set to `true`. |
 
 Trust roots are deployment-managed and should not be editable through the
-running WebUI.
+running WebUI. When no catalog override is configured, the Admin package
+directory uses GovOPlaN's public stable catalog and the trust anchor bundled
+with the installed Core release. Production operators may still pin a newer or
+institution-specific catalog/keyring explicitly with the settings above.
 
 ### Mail Test Credentials
 
@@ -218,12 +311,38 @@ configuration, not the core runtime contract. Store them in a local ignored
 ## First Deployment Flow
 
 1. Create an environment file or secret set with the runtime contract above.
-2. Install the tagged core and module packages from `requirements-release.txt`.
+2. Install the tagged core and module packages from meta `requirements-release.txt`.
 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
-   one-time admin command for the deployment.
+5. Create the first tenant and system owner through the controlled bootstrap:
+
+```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.
@@ -251,29 +370,29 @@ WebUI code in the editable repositories while Docker provides PostgreSQL and
 Redis:
 
 ```bash
-cd /mnt/DATA/git/govoplan-core
-scripts/launch-production-like-dev.sh
+cd /mnt/DATA/git/govoplan
+tools/launch/launch-production-like-dev.sh
 ```
 
 The helper wrapper provides explicit lifecycle commands:
 
 ```bash
-scripts/production-like-dev.sh validate-config
-scripts/production-like-dev.sh seed
-scripts/production-like-dev.sh start
-scripts/production-like-dev.sh stop
-scripts/production-like-dev.sh reset --yes
+tools/launch/production-like-dev.sh validate-config
+tools/launch/production-like-dev.sh seed
+tools/launch/production-like-dev.sh start
+tools/launch/production-like-dev.sh stop
+tools/launch/production-like-dev.sh reset --yes
 ```
 
-The launcher uses `dev/production-like/.env` when present, otherwise the checked
-in `.env.example`. It runs:
+The launcher uses `govoplan/dev/production-like/.env` when present, otherwise
+the checked in `.env.example`. It runs:
 
 - PostgreSQL on `127.0.0.1:55433`
 - Redis on `127.0.0.1:56379`
 - explicit `ENABLED_MODULES`
 - explicit migrations and `--with-dev-data` bootstrap
 - API via the module-aware devserver
-- a Celery worker for `send_email,append_sent,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`
 
@@ -286,7 +405,7 @@ deployment test.
 To stop PostgreSQL and Redis when the launcher exits:
 
 ```bash
-GOVOPLAN_STOP_PROFILE_DEPENDENCIES_ON_EXIT=1 scripts/launch-production-like-dev.sh
+GOVOPLAN_STOP_PROFILE_DEPENDENCIES_ON_EXIT=1 tools/launch/launch-production-like-dev.sh
 ```
 
 ## Module Install/Uninstall Operations
@@ -353,6 +472,14 @@ 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`
@@ -392,7 +519,9 @@ Run the rollback drill before relying on installer automation in a new
 environment:
 
 ```bash
-./.venv/bin/python scripts/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
@@ -413,7 +542,7 @@ 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 +9,24 @@ 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. |
+| Provider-neutral record filing | `RECORDS_FILING_CONTRACT.md` | Exact source-revision identity, current source authorization, idempotent filing, capability discovery, and ownership boundary. |
+| 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. |
+| Data-subject access and erasure requests | `DATA_SUBJECT_REQUESTS.md` | Provider-owned search and mutation, explicit coverage, governed export, retained evidence, permissions, and idempotent execution. |
+| Context-sensitive F1 help | `CONTEXTUAL_HELP_CONTRACT.md` | Focus, route, module-manifest documentation contexts, Docs projection, and hosted fallback. |
+| Semantic documentation subjects | `SEMANTIC_DOCUMENTATION_SUBJECTS.md` | Stable configured-artifact identity, safe provider discovery, revision review, authorization, and lifecycle semantics. |
+| 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 +37,18 @@ 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/strategy/PLATFORM_CORE_IDEAS.md` | Cross-product thesis, canonical distinctions, product experience rule, maturity rule, and decision test. |
+| Current cross-product reconciliation | `govoplan/docs/strategy/STRATEGY_STATUS.md` | The only current prose status source; generated evidence and Gitea remain authoritative inputs. |
+| Institutional governance target | `govoplan/docs/architecture/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
-dispatch**:
+The production transport is a **transactional database outbox plus retrying
+dispatcher**:
 
 - Use `govoplan_core.core.events.PlatformEvent` for domain and platform events.
-- Use `EventBus` as the in-process dispatch contract for same-process module
-  reactions that are safe to run inline.
+- Call `emit_platform_event(session, event)` to bind event delivery to the
+  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
-  acknowledging the state change that produced them.
-- Drain the outbox through a small dispatcher process. The dispatcher may call
-  in-process handlers in the same deployment first, but its storage contract is
-  database-backed.
+- Drain the outbox with the Celery `govoplan.events.dispatch_outbox` task on the
+  `events` queue. The periodic schedule also retries pending rows.
+- The dispatcher invokes Dataflow event ingestion when that capability is
+  active, then publishes to the process-local bus.
 - 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`
-- `available_at`, `attempt_count`, `claimed_at`, `claim_token`
-- `processed_at`, `last_error`
+- `classification`, serialized event `payload`
+- `status`, `attempts`, `next_attempt_at`
+- `dispatched_at`, `last_error`, timestamps
 
-Inline `EventBus` handlers are allowed only for non-critical local reactions.
-Anything that must survive process failure, restart, package update, or worker
-redeployment belongs in the outbox.
+Handlers must be idempotent: a worker may complete an external effect and fail
+before marking its outbox row dispatched. Anything that must survive process
+failure, restart, package update, or worker redeployment requires the outbox
+provider and dispatcher.
 
 ## Trace IDs
 
@@ -133,13 +141,12 @@ Access:
 
 Tenancy:
 
-- `tenancy.tenant.created`
-- `tenancy.tenant.updated`
-- `tenancy.tenant.suspended`
-- `tenancy.tenant.reactivated`
-- `tenancy.tenant.delete_requested`
-- `tenancy.tenant.delete_blocked`
-- `tenancy.tenant.deleted`
+- `tenant.created`
+- `tenant.updated`
+- `tenant.suspended`
+- `tenant.resumed`
+- `tenant.deletion_requested`
+- `tenant.erasure_completed`
 
 Policy:
 

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/architecture/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/GITEA_ISSUES.md

@@ -1,319 +1,16 @@
 # Gitea Issues And Wiki Workflow
 
-Gitea issues are the canonical backlog for GovOPlaN work: bugs, feature requests, tasks, tech debt, TODO migrations, open decisions, and blocked work should live there. Gitea wiki pages are the canonical project reference for durable project context mirrored from repository docs and product-directory notes.
+The shared GovOPlaN Gitea issue, label, and wiki workflow tooling moved to the
+meta repository.
 
-The same pattern is reusable outside GovOPlaN for any project where Codex works in a local checkout, VSCodium or another editor is used for human inspection, and Gitea is the issue tracker. In that setup, Gitea is the durable coordination layer; Codex and the editor are clients of that state.
-
-## Initial Setup
-
-The repository contains Gitea issue templates in `.gitea/ISSUE_TEMPLATE`, a pull request template in `.gitea/PULL_REQUEST_TEMPLATE.md`, and the label taxonomy in `docs/gitea-labels.json`.
-
-The scripts infer this repository from `origin` (`git@git.add-ideas.de:add-ideas/govoplan-core.git`). Override inference when needed:
+Use:
 
 ```bash
-export GITEA_URL=https://git.add-ideas.de
-export GITEA_OWNER=add-ideas
-export GITEA_REPO=govoplan-core
-export GITEA_TOKEN=...
+cd /mnt/DATA/git/govoplan
+tools/gitea/gitea-sync-labels.py --help
+tools/gitea/gitea-sync-wiki.py --help
 ```
 
-The API scripts also read `GITEA_*` values from the target repository's `.env` file. That file is gitignored in this repo, so it is suitable for local tokens:
+Canonical documentation:
 
-```bash
-GITEA_TOKEN=...
-# Optional if origin inference is not enough:
-GITEA_URL=https://git.add-ideas.de
-GITEA_OWNER=add-ideas
-GITEA_REPO=govoplan-core
-```
-
-For a shared credentials file outside the target repository, pass `--env-file`:
-
-```bash
-./scripts/gitea-sync-labels.py --env-file /path/to/private/gitea.env --apply
-```
-
-Create a Gitea token with issue read/write access and label-management
-permission for the repository. On scoped-token instances, this usually means
-issue read/write and, if label writes are rejected, repository write permission
-too.
-
-For GovOPlaN repositories, prefer organization labels for the shared taxonomy.
-Creating or updating organization labels requires a token with
-`write:organization`. Repository label management only needs repository label
-permission, but it duplicates the taxonomy into each repository.
-
-Preview and apply labels:
-
-```bash
-cd /mnt/DATA/git/govoplan-core
-./scripts/gitea-sync-labels.py
-./scripts/gitea-sync-labels.py --apply
-```
-
-Preview and apply the shared taxonomy as organization labels:
-
-```bash
-cd /mnt/DATA/git/govoplan-core
-./scripts/gitea-sync-labels.py --scope organization --env-file /home/zemion/.config/gitea/gitea.env
-./scripts/gitea-sync-labels.py --scope organization --env-file /home/zemion/.config/gitea/gitea.env --apply
-```
-
-The import helpers resolve repository labels and organization labels. Repository
-labels win when a repository defines the same name locally, but a repository does
-not need a local copy of every shared `type/*`, `status/*`, `priority/*`,
-`module/*`, `area/*`, `source/*`, or `codex/*` label.
-
-After the `.gitea` files are pushed to the default branch, Gitea will show the issue template chooser. Blank issues are disabled by `.gitea/ISSUE_TEMPLATE/config.yaml`.
-
-## Multiple Repositories And Workspaces
-
-The helper scripts are path-based and can run from this core checkout against any repository with a Gitea remote:
-
-```bash
-cd /mnt/DATA/git/govoplan-core
-./scripts/gitea-sync-labels.py --root /mnt/DATA/git/govoplan-mail --apply
-./scripts/gitea-todo-import.py --root /mnt/DATA/git/govoplan-mail
-./scripts/gitea-codex-note.py --root /mnt/DATA/git/govoplan-mail --issue 123 --status progress
-```
-
-Each target repository is inferred from its own `origin` remote. Use `GITEA_URL`, `GITEA_OWNER`, or `GITEA_REPO` only when a workspace has unusual remotes or the Gitea web URL cannot be inferred from SSH.
-
-When one core checkout drives another workspace, prefer `--env-file` for shared credentials instead of putting `GITEA_REPO` in the core `.env`; a repo-specific `GITEA_REPO` can accidentally override target inference.
-
-For non-GovOPlaN projects, provide a project-specific label file and module/project label:
-
-```bash
-./scripts/gitea-sync-labels.py \
-  --root /path/to/project \
-  --labels-file /path/to/project/docs/gitea-labels.json \
-  --apply
-
-./scripts/gitea-todo-import.py \
-  --root /path/to/project \
-  --module-label project/example \
-  --extra-label area/backend
-```
-
-If another project does not use `area/*` labels, disable area inference:
-
-```bash
-./scripts/gitea-todo-import.py \
-  --root /path/to/project \
-  --module-label project/example \
-  --no-area-labels
-```
-
-Install or refresh the shared issue templates in sibling or external repositories:
-
-```bash
-./scripts/gitea-install-workflow.py /mnt/DATA/git/govoplan-mail
-./scripts/gitea-install-workflow.py /mnt/DATA/git/govoplan-mail --apply
-```
-
-The installer rewrites the default template label from `module/core` to the module label inferred from the target repository name. Known mappings cover the packaged GovOPlaN repositories, and any other `govoplan-<name>` checkout maps to `module/<name>`. For another workspace or repository name, pass an explicit label:
-
-```bash
-./scripts/gitea-install-workflow.py /path/to/repo --module-label module/example --apply
-```
-
-Use `--include-labels-file` if a repository should carry its own copy of `docs/gitea-labels.json`; otherwise keep the shared taxonomy in core and run the sync script from core.
-
-For a fully portable workflow kit, copy these files into the other project:
-
-- `scripts/gitea_common.py`
-- `scripts/gitea-sync-labels.py`
-- `scripts/gitea-todo-import.py`
-- `scripts/gitea-codex-note.py`
-- `scripts/gitea-install-workflow.py`
-- `.gitea/ISSUE_TEMPLATE/*`
-- `.gitea/PULL_REQUEST_TEMPLATE.md`
-- a project-specific `docs/gitea-labels.json`
-
-Keep credentials out of the repository. Put `GITEA_TOKEN` in the shell environment, a gitignored `.env`, a local direnv file, or the user-level Codex/VSCodium environment setup.
-
-## Label Taxonomy
-
-Use one `type/*` label:
-
-- `type/bug`
-- `type/feature`
-- `type/task`
-- `type/debt`
-- `type/docs`
-
-Use one `status/*` label while the issue is open:
-
-- `status/triage`: needs ownership, priority, or acceptance criteria.
-- `status/ready`: ready to implement.
-- `status/in-progress`: actively being worked.
-- `status/blocked`: blocked on an external dependency, credential, or decision.
-- `status/needs-info`: blocked on clarification.
-
-Use one `priority/*` label when prioritization matters: `priority/p0`, `priority/p1`, `priority/p2`, or `priority/p3`.
-
-Use `module/*` and `area/*` labels to route work. Module labels are not exclusive because cross-module work can exist. Core issues should still preserve ownership boundaries: module-specific implementation belongs in the owning module repository.
-
-Use `codex/ready` when the issue has enough context for Codex to work from, and `codex/needs-human` when a human decision is required first.
-
-## Moving TODOs Into Gitea
-
-Preview inline markers:
-
-```bash
-cd /mnt/DATA/git/govoplan-core
-./scripts/gitea-todo-import.py
-```
-
-Create missing issues after labels are synced:
-
-```bash
-./scripts/gitea-todo-import.py --apply
-```
-
-The importer scans `TODO`, `FIXME`, `XXX`, and `HACK` markers, skips markers that already reference an issue, applies `source/todo-scan`, and writes a hidden fingerprint into each generated issue body so reruns do not duplicate already imported items.
-
-When touching code with an imported marker, either remove the marker as part of the fix or replace it with a short reference:
-
-```python
-# TODO(gitea#123): keep only if the local pointer is still useful
-```
-
-Do not add new untracked TODO comments. Create the Gitea issue first, then reference it inline only when the local pointer materially helps future readers.
-
-For a broader project import across all local repositories hosted on `git.add-ideas.de`, use the generic backlog importer:
-
-```bash
-./scripts/gitea-import-all-backlogs.py --env-file /home/zemion/.config/gitea/gitea.env
-./scripts/gitea-import-all-backlogs.py --env-file /home/zemion/.config/gitea/gitea.env --apply
-```
-
-It scans repository and product-directory files with backlog-like names, resolves
-shared labels from the organization label catalogue where available, creates only
-missing fallback repository labels when needed, imports missing open work, and
-deduplicates reruns by hidden fingerprint and normalized title.
-
-## Mirroring Project Docs Into Gitea Wikis
-
-Preview wiki pages for all local repositories hosted on `git.add-ideas.de`, cross-referenced with product directories under `/mnt/DATA/Nextcloud/ADD ideas UG/Products`:
-
-```bash
-cd /mnt/DATA/git/govoplan-core
-./scripts/gitea-sync-wiki.py --env-file /home/zemion/.config/gitea/gitea.env
-```
-
-Apply the wiki mirror:
-
-```bash
-./scripts/gitea-sync-wiki.py --env-file /home/zemion/.config/gitea/gitea.env --apply
-```
-
-After renaming or deleting repository docs, prune previously managed wiki pages
-that no longer have a source file:
-
-```bash
-./scripts/gitea-sync-wiki.py --env-file /home/zemion/.config/gitea/gitea.env --repo govoplan-core --prune-managed --apply
-```
-
-The default apply path uses the Gitea wiki git repository, not one REST API
-request per page. It keeps a local checkout cache below
-`/tmp/codex-gitea-wiki-sync`, commits changed pages once per repository, and
-pushes that commit. This is much faster and avoids REST wiki-page timeouts.
-Use `--transport api` only when the wiki git remote is unavailable.
-
-Limit a sync to one repository or one generated page while working:
-
-```bash
-./scripts/gitea-sync-wiki.py --repo govoplan-core --apply
-./scripts/gitea-sync-wiki.py --repo govoplan-core --page Repo-docs-MODULE-ARCHITECTURE --apply
-```
-
-Page-limited syncs do not rewrite `Codex-Project-Index`; run a full repository
-sync when the set of mirrored pages changes.
-
-The wiki sync mirrors durable text documents only: root README-style files, docs/codex project docs, and selected product notes such as roadmap, plan, concept, pitch, and whitepaper files. It skips generated folders, dependency/build output, `.gitea` templates, and filenames that look credential-related.
-
-Each managed wiki page contains a `codex-wiki-sync` marker and a source path. Reruns update only managed pages unless `--overwrite-unmanaged` is passed. Each repository also gets a managed `Codex-Project-Index` page linking the mirrored pages.
-
-Use the wiki for durable context:
-
-- project overviews and architecture
-- workflows, operating notes, and setup references
-- product concepts, plans, pitches, and whitepapers
-- historical context that helps interpret issues
-
-Keep active state in issues:
-
-- open tasks, TODOs, feature requests, and bugs
-- priority, blocking status, and acceptance criteria
-- Codex progress updates and implementation notes
-
-## Codex State Updates
-
-Codex should read the relevant issue before making changes when issue access is available. During or after work, Codex should add issue comments with the state that would otherwise drift into local notes:
-
-- scope understood
-- files changed
-- tests or manual checks run
-- blockers or decisions needed
-- follow-up issues created
-
-Preview and post a standardized note:
-
-```bash
-./scripts/gitea-codex-note.py \
-  --issue 123 \
-  --status progress \
-  --summary "Implemented capability metadata fallback." \
-  --changed src/govoplan_core/modules/registry.py \
-  --test "./.venv/bin/python -m unittest tests.test_module_system"
-
-./scripts/gitea-codex-note.py \
-  --issue 123 \
-  --status progress \
-  --summary "Implemented capability metadata fallback." \
-  --changed src/govoplan_core/modules/registry.py \
-  --test "./.venv/bin/python -m unittest tests.test_module_system" \
-  --apply
-```
-
-Use `--close --apply` only when the acceptance criteria are satisfied and verification is recorded.
-
-## Ownership Rules
-
-Create the issue in the repository that owns the change:
-
-- `govoplan-core`: platform runner, DB/session primitives, auth, tenancy, RBAC, governance, module discovery, migrations, shared WebUI shell, and generic WebUI components.
-- `govoplan-access`: access, identity, authentication, sessions, API keys, RBAC, groups, users, and access administration.
-- `govoplan-mail`: mail-specific backend, frontend, message workflows, and mail integrations.
-- `govoplan-files`: files-specific backend, frontend, storage, and file workflows.
-- `govoplan-campaign`: campaign-specific backend, frontend, policy, and template behavior.
-
-For cross-cutting work, create a tracking issue in `govoplan-core` and link module issues from it. Do not use the core issue as a dumping ground for module-specific implementation details.
-
-## Cleaning Up Mirrored Sources
-
-After backlog files have been imported into issues and durable context has been mirrored to wiki, old duplicate sources can be removed from git only when they are tracked files and the Gitea issue/wiki state has been verified. Prefer deleting backlog, TODO, roadmap, and one-off planning files that have become duplicate state.
-
-Do not delete standard repository entry points such as `README`, `LICENSE`, `SECURITY`, or package metadata just because they are mirrored to the wiki. They remain useful for repository browsing, package registries, and developer onboarding.
-
-Do not delete untracked files or files outside git history as part of automated cleanup unless there is a separate backup or explicit human confirmation for that specific path.
-
-## Docs Versus Issues
-
-Keep durable facts in docs:
-
-- architecture and extension points
-- command references
-- module boundaries
-- operational conventions
-
-Keep changing state in Gitea:
-
-- TODOs and follow-ups
-- bugs and feature requests
-- blocked status
-- acceptance criteria
-- implementation notes from active work
-
-If a decision becomes durable architecture, write the durable result into docs and link back to the issue for history.
+- `/mnt/DATA/git/govoplan/docs/project/GITEA_ISSUES.md`

docs/GOVERNANCE_MODEL.md

@@ -221,7 +221,8 @@ Admin lists use bounded container grids:
 - recipient import with column mapping;
 - session/device revocation UI;
 - backup/restore, monitoring, and update procedures;
-- DSAR workflows and evidence bundle verifier;
+- additional module providers and signed human-readable response packages for
+  the implemented DSAR workflow described in `DATA_SUBJECT_REQUESTS.md`;
 - campaign ownership transfer workflow;
 - policy impact analysis before delete/disable/unshare/change;
 - LDAP/OIDC/SAML provisioning;

docs/GOVOPLAN_MASTER_ROADMAP.md

@@ -1,13 +1,26 @@
 # GovOPlaN Master Roadmap
 
-This roadmap is the durable product north star and sequencing guide for
-GovOPlaN as a modular platform for administrative operations. It keeps the
-product moving without turning every possible public-sector need into an
-immediate implementation track.
+This roadmap is the technical and module-sequencing companion for GovOPlaN as
+a modular platform for administrative operations. It translates the
+cross-product outcome horizons into dependency waves without turning every
+possible public-sector need into an immediate implementation track.
 
-Use this document for product direction, sequencing, and module routing. Issues
-are the active backlog; this document is durable planning context and should be
-mirrored to the Gitea wiki.
+Use this document for technical sequencing, module routing, and implementation
+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
+[GovOPlaN Roadmap](https://git.add-ideas.de/GovOPlaN/govoplan/src/branch/main/docs/strategy/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/GovOPlaN/govoplan/src/branch/main/docs/strategy/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/architecture/INSTITUTIONAL_GOVERNANCE_TARGET_ARCHITECTURE.md).
+Those product documents are canonical; this Core roadmap remains their
+technical sequencing and module-routing companion.
 
 ## Product Thesis
 
@@ -54,8 +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`
-  unless a separate automation module becomes justified.
+  `ACTION_EFFECT_AUTOMATION_LAYER.md`; its first runner lives in
+  `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`.
@@ -113,7 +127,8 @@ pattern exists.
 
 ## Focus Rules
 
-1. Build one reference journey per wave.
+1. Build one selected reference journey stage at a time; a later capability
+   cluster is not an active program merely because it appears below.
 2. Do not implement a module because the repository exists.
 3. Do not add module-to-module imports for optional behavior.
 4. Every new domain module must justify its own semantics beyond `cases`,
@@ -133,18 +148,28 @@ 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` |
-| Action/effect catalogue and automation runner | first `govoplan-workflow`; possible future `govoplan-automation` if it outgrows workflow |
+| Workflow runtime, transitions, and automation | `govoplan-workflow-engine` |
+| 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` |
+| Canonical subjects and account links | `govoplan-identity` |
+| 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` |
-| Roles, permissions, tenants, policy, audit | `govoplan-access`, `govoplan-tenancy`, `govoplan-policy`, `govoplan-audit` |
+| 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
@@ -189,56 +214,85 @@ an editor applies a high-impact configuration change.
 
 ## Reference Journeys
 
-The roadmap should be driven by three journeys.
+The active sequence is selected. Workflow Engine and its optional editor are
+now available foundations, but a reference journey does not depend on Workflow
+unless its package explicitly composes and proves it.
 
-### Journey 1: Permit To Payment
+### Journey 1: Campaign Demonstration Composition
 
-This is the primary public-administration journey.
+Campaign is the first complete proof of modular composition. Campaign owns
+intent, recipient snapshots, personalization, execution state, and delivery
+evidence. Mail owns reusable profiles, credentials, protocol policy, and
+provider execution; Campaign stores only a selected profile reference. Files
+owns storage, connector profiles, file policy, and provenance.
 
-1. A person applies for a permit through the public portal.
-2. The applicant uploads required files and submits structured form data.
-3. Submission creates a case, a workflow instance, and an internal task.
-4. Completing the task creates a postbox message, a notification, and an email
-   notification with an appointment proposal.
-5. The applicant accepts an appointment, which updates the calendar and the
-   workflow state.
-6. During the appointment, the case is opened and the permit is generated from
-   a governed template.
-7. The payment is processed and linked to the case and accounting handoff.
-8. The permit, payment evidence, communication history, audit trail, retention
-   state, and records evidence remain available according to policy.
+The technical gate is a pinned Campaign/Mail/Files composition with central
+UI, adaptive user/admin/operator/integration documentation, target SMTP/IMAP
+and file-provider evidence, and explicit test/send/resend/retry/reconciliation
+semantics. Readers must not receive backend paths, worker claims, secrets, or
+raw provider diagnostics.
 
-This journey proves the platform can coordinate modules without core knowing
-module internals.
+### Journey 2: Function-Bound Postbox Delivery
 
-### Journey 2: Training To Certificate
+Postbox accepts delivery to an addressable postbox or a function in an
+organizational unit. Organizations owns units and functions, Identity owns
+subjects, IDM owns identity-to-function assignments and upstream sync, and
+Access resolves current roles, delegation, acting context, and permission.
 
-This is the best university-administration and internal-administration journey.
+Campaign consumes a typed delivery-target capability without importing Postbox
+or identity internals. Reassignment changes future access without moving the
+message; vacancy or ambiguous acting context fails visibly; delivery, access,
+and correction remain auditable.
 
-1. Course or training offer is planned.
-2. Room, trainer, resource, and capacity are booked.
-3. Participants register or are assigned.
-4. Attendance is tracked.
-5. Certificate or participation confirmation is issued.
-6. Evidence remains available through records, files, audit, and docs.
+### Journey 3: Data-Backed Templates, Reports, And Deep Launch
 
-This journey keeps `booking`, `resources`, `learning`, and `certificates`
-focused instead of becoming broad ERP replacements.
+An authenticated user follows an opaque, short-lived launch reference from HIS
+or another specialist system. GovOPlaN re-authorizes the actor, resolves a
+curated data context server-side, displays source/freshness/version, and renders
+one reproducible document and report.
 
-### Journey 3: Report To Resolution
+Templates owns definition/version/schema/rendering, Reporting owns source
+selection/parameters/execution/export, Files owns generated bytes, and
+connectors own protocol access. URLs do not carry credentials, arbitrary SQL,
+or trusted raw personal data. Retries are idempotent and generation evidence
+connects source, snapshot/reference, transformation, definition, parameters,
+output checksum, actor, and policy.
 
-This is the internal operations and municipal issue-reporting journey.
+### Journey 4: Governed University BI Path
 
-1. A person reports an issue.
-2. The issue is triaged into helpdesk, facilities, assets, or a case.
-3. Work is assigned, tracked, and escalated.
-4. Evidence, communication, and status updates are preserved.
-5. Reports show workload, SLA, recurring problems, and completion.
+Starting from the Journey 3 source contract, one bounded university dataset is
+catalogued, staged by snapshot or watermark, validated, transformed through a
+versioned lineage graph, and exposed as a policy-aware analytical data product.
+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.
 
-This journey prevents `helpdesk`, `issue-reporting`, `facilities`, and `assets`
-from becoming disconnected ticket silos.
+Reporting consumes the product. Datasources owns the governed source and
+materialization lifecycle; Dataflow owns typed transformation/run lineage;
+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.
 
-## Roadmap Waves
+### Journey 5: Collaborative Document Lifecycle
+
+An uploaded or generated artifact becomes a DMS document. Files continues to
+own bytes; DMS owns identity, versions, renditions, editing sessions, locks,
+comments, review, approval, comparison, and recovery; a collaboration connector
+owns provider-specific protocol behavior; Records owns later classification,
+hold, archive, and disposal.
+
+The gate requires no silent lost updates, short-lived and currently authorized
+editing sessions, idempotent authenticated callbacks, visible uncertain saves,
+immutable accepted renditions, and a Records-ready handoff with stable content
+and provenance.
+
+## Capability Dependency Waves
+
+The waves below remain a dependency and ownership catalogue for the wider
+product vision. They are not the active delivery order. The five selected
+journeys above and the meta roadmap decide what is implemented now; other
+clusters remain dormant until a selected journey consumes them or they are
+explicitly reprioritized.
 
 ### Wave 0: Platform Spine
 
@@ -248,9 +302,13 @@ Refine:
 
 - `govoplan-core`: module discovery, capabilities, events, migrations, release
   catalog, configuration package runtime, WebUI shell.
-- `govoplan-access`: identities, sessions, API keys, users, groups, roles,
-  memberships, function assignments, delegation, RBAC decisions.
-- `govoplan-tenancy`: tenant and organizational-unit boundaries.
+- `govoplan-identity`: canonical identities and account links.
+- `govoplan-organizations`: organizational structures, units, and functions.
+- `govoplan-idm`: identity-to-function assignments, directory synchronization,
+  preview, conflicts, and reconciliation.
+- `govoplan-access`: sessions, API keys, users, groups, roles, memberships,
+  function-to-role projection, delegation, acting context, and RBAC decisions.
+- `govoplan-tenancy`: tenant lifecycle and tenant boundaries.
 - `govoplan-identity-trust`: initial trust contracts for device keys, public key
   directory, assurance, and later encrypted postbox key access.
 - `govoplan-policy`: policy sources, policy decisions, retention inputs.
@@ -291,8 +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
-   handoff.
+5. `govoplan-workflow-engine`: state machine, transitions, commands, module
+   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
@@ -367,7 +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.
@@ -481,31 +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,
-  freshness, provenance.
-- `govoplan-dataflow`: transformations, validation, lineage, scheduled runs,
-  publication outputs.
-- `govoplan-projects`: only if OpenProject connectors and existing cases/tasks
-  cannot cover the required semantics.
+- `govoplan-datasources`: governed data/register catalog, live/cached/static
+  sources, staging, immutable materializations, freshness, quality, legal and
+  organizational context, and provenance. Connector profiles and credentials
+  remain in Connectors.
+- `govoplan-dataflow`: typed transformations, validation, lineage, manual,
+  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
-across connectors, files, workflow, reporting, and templates. The package should
-register sources, declare schemas, define mapping/validation versions, schedule
-runs, produce previewable diffs, write governed outputs, and preserve lineage,
-hashes, operator actions, and audit evidence. Create `govoplan-datasources` or
-`govoplan-dataflow` only after this work exposes repeated contracts that do not
-belong to existing modules.
+Recurring extraction/transformation should be delivered as a configuration
+package across Connectors, Datasources, Dataflow, Workflow Engine, Reporting,
+Files, and Templates. The package should register sources, declare schemas,
+define mapping/validation versions, schedule runs, produce previewable diffs,
+write governed outputs, and preserve lineage, hashes, operator actions, and
+audit evidence.
 
 Exit criteria:
 
 - connector catalog exists before building many adapters
-- dataflow is created only after recurring transformation becomes product
-  behavior
+- datasource and dataflow ownership remains provider-neutral and is proved by
+  the recurring transformation package
 - reporting consumes governed sources with provenance
 
 ## Implementation Gates
@@ -530,25 +592,41 @@ Before a module becomes release-included, it needs:
 - smoke test or permutation test
 - no required imports from optional modules
 
-## Priority Order Summary
+## Technical Dependency Order Summary
 
-1. Stabilize the platform spine.
-2. Deliver permit-to-payment MVP.
-3. Build booking and resource operations.
-4. Add learning and certificates.
-5. Add issue reporting and helpdesk.
-6. Add records, DMS, search, and transparency.
-7. Add procurement, contracts, grants, and finance handoff.
-8. Add committee and consultation workflows.
-9. Expand integration, dataflow, reporting, and operations.
+Use this active order while respecting the ownership and implementation gates
+in the capability waves:
+
+1. Keep the platform/release spine green and extend connector, identity,
+   external-effect, provenance, documentation, focused-view, recovery, and
+   version contracts only as the current journey requires.
+2. Complete and package Campaign with Mail-owned profiles, Files, target
+   delivery/recovery, central UI, and adaptive documentation.
+3. Implement function-bound Postbox delivery through
+   Organizations–Identity–IDM–Access and consume it from Campaign through a
+   typed capability.
+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 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. Extend Workflow Engine and the optional editor only through stable actions
+   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
-- broad BI/dataflow platform
+- unsupported breadth in native project management before the Projects/OpenProject
+  boundary is proved in a reference journey
+- 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
@@ -566,73 +644,69 @@ repositories or to explicit missing-module decisions.
 
 | Idea | Owner | Tracking |
 | --- | --- | --- |
-| Government operations backbone reference model | `govoplan-core` | `add-ideas/govoplan-core#213` |
-| Permit-to-payment configuration package | `govoplan-core` plus participating modules | `add-ideas/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` |
-| Access as a module | `govoplan-access` | `add-ideas/govoplan-access#7` |
-| Interface ethics and decision-consequence doctrine | `govoplan-core` plus all UI-owning modules | `add-ideas/govoplan-core#227` |
-| Action/effect automation layer | first `govoplan-workflow`; possible future `govoplan-automation` | `add-ideas/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` |
-| Identity, account, function, role, right semantic model | `govoplan-access` | `add-ideas/govoplan-access#9` |
-| Role-based service directory/catalog | `govoplan-portal` | `add-ideas/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` |
-| OpenProject API / project management connector | `govoplan-connectors` | `add-ideas/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` |
-| 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` |
-| 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` |
-| Monthly datasource and transformation workflows | first as configuration package across connectors, files, workflow, reporting, and templates | `add-ideas/govoplan-core#216` |
-| Templates for letters, emails, forms, reports | `govoplan-templates`, separate from reporting | `add-ideas/govoplan-core#190`, `add-ideas/govoplan-templates#1` |
-| Reporting and BI | `govoplan-reporting`, separate from templates | `add-ideas/govoplan-core#190`, `add-ideas/govoplan-reporting#1` |
-| File connectors: Nextcloud, Seafile, SMB, NFS | `govoplan-files` | `add-ideas/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 integration landscape catalogue | `govoplan-connectors` with core tracking | `add-ideas/govoplan-core#215` |
-| Cases module concept | `govoplan-cases` | `add-ideas/govoplan-core#174` |
-| Workflow module concept | `govoplan-workflow` | `add-ideas/govoplan-core#175` |
-| Connectors module concept | `govoplan-connectors` | `add-ideas/govoplan-core#176` |
-| Adrema-style address and distribution-list management | `govoplan-addresses` | `add-ideas/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` |
-| Governed connector configuration, dry-run, and simulation runtime | `govoplan-connectors` | `add-ideas/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` |
-| Terminplaner and calendar primitives | `govoplan-calendar` | `add-ideas/govoplan-core#193`, `add-ideas/govoplan-calendar#1` |
-| Terminbuchung appointment booking | `govoplan-appointments` | `add-ideas/govoplan-core#193`, `add-ideas/govoplan-appointments#1` |
-| Collaborative documents | `govoplan-dms` | `add-ideas/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` |
-| RSS consume and emit | `govoplan-connectors` | `add-ideas/govoplan-connectors#4` |
-| LDAP, Active Directory, OpenDesk identity | `govoplan-idm` | `add-ideas/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` |
-| Open-Xchange mail/groupware | `govoplan-mail` | `add-ideas/govoplan-mail#5` |
-| Open-Xchange calendar | `govoplan-calendar` | `add-ideas/govoplan-calendar#2` |
-| Scalability profiles and autoscaling readiness | `govoplan-ops`, `govoplan-core` | `add-ideas/govoplan-core#217` |
-| Hardware sizing matrix and requirements calculator | `govoplan-ops`, `govoplan-core` | `add-ideas/govoplan-core#219` |
-| Collaboration suite integration strategy | `govoplan-connectors`, `govoplan-dms`, `govoplan-workflow`, `govoplan-tasks`, `govoplan-appointments`, `govoplan-calendar` | `add-ideas/govoplan-core#220` |
-| Install/runtime configuration contract | `govoplan-core`, later `govoplan-ops` | `add-ideas/govoplan-core#19` |
-| Installer/deployment operator flow | `govoplan-core`, later `govoplan-ops` | `add-ideas/govoplan-core#26` |
-| Production-like deployment documentation | `govoplan-core`, later `govoplan-ops` | `add-ideas/govoplan-core#28` |
+| Government operations backbone reference model | `govoplan-core` | `GovOPlaN/govoplan-core#213` |
+| 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` | `GovOPlaN/govoplan-core#218` |
+| Access as a module | `govoplan-access` | `GovOPlaN/govoplan-access#7` |
+| Interface ethics and decision-consequence doctrine | `govoplan-core` plus all UI-owning modules | `GovOPlaN/govoplan-core#227` |
+| 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` | `GovOPlaN/govoplan-postbox#15`, `GovOPlaN/govoplan-identity-trust#1` |
+| Identity, account, function, role, right semantic model | `govoplan-access` | `GovOPlaN/govoplan-access#9` |
+| 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 | `GovOPlaN/govoplan-tasks#1`, `GovOPlaN/govoplan-notifications#1` |
+| OpenProject API / project management connector | `govoplan-connectors` | `GovOPlaN/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 | `govoplan-datasources`, with external protocol and credential ownership in Connectors | `GovOPlaN/govoplan-datasources#1` |
+| Dataflow for pipelines, BI, publication | `govoplan-dataflow` over Datasources and module-owned providers | `GovOPlaN/govoplan-dataflow#1` |
+| 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 | `GovOPlaN/govoplan-core#190`, `GovOPlaN/govoplan-templates#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` | `GovOPlaN/govoplan-files#15` |
+| 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 | `GovOPlaN/govoplan-core#215` |
+| Cases module concept | `govoplan-cases` | `GovOPlaN/govoplan-core#174` |
+| 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` | `GovOPlaN/govoplan-core#176` |
+| Adrema-style address and distribution-list management | `govoplan-addresses` | `GovOPlaN/govoplan-addresses#1` |
+| 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` | `GovOPlaN/govoplan-connectors#6` |
+| 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` | `GovOPlaN/govoplan-core#193`, `GovOPlaN/govoplan-calendar#1` |
+| Terminbuchung appointment booking | `govoplan-appointments` | `GovOPlaN/govoplan-core#193`, `GovOPlaN/govoplan-appointments#1` |
+| Collaborative documents | `govoplan-dms` | `GovOPlaN/govoplan-dms#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` | `GovOPlaN/govoplan-connectors#4` |
+| 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 | `GovOPlaN/govoplan-core#195`, `GovOPlaN/govoplan-connectors#5` |
+| Open-Xchange mail/groupware | `govoplan-mail` | `GovOPlaN/govoplan-mail#5` |
+| Open-Xchange calendar | `govoplan-calendar` | `GovOPlaN/govoplan-calendar#2` |
+| Scalability profiles and autoscaling readiness | `govoplan-ops`, `govoplan-core` | `GovOPlaN/govoplan-core#217` |
+| 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` | `GovOPlaN/govoplan-core#220` |
+| Install/runtime configuration contract | `govoplan-core`, later `govoplan-ops` | `GovOPlaN/govoplan-core#19` |
+| Installer/deployment operator flow | `govoplan-core`, later `govoplan-ops` | `GovOPlaN/govoplan-core#26` |
+| 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
-  repositories yet
+- RSS/source consume-publish starts in Connectors; governed source identity and
+  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
-  a dedicated module only after the runner becomes broader than workflow
-
-The following modules are intentionally not created yet:
-
-- `govoplan-datasources`
-- `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.
+- automation starts in Workflow Engine and may split into a dedicated module
+  only after the runner becomes broader than workflow
+- Mandates, Services, Parties, and Decisions begin as shared semantic contracts;
+  create repositories only after independent persistence, lifecycle, security,
+  and multiple-consumer evidence passes the repository threshold in the
+  institutional governance target architecture
 
 Core keeps the strategy index in
 `PUBLIC_SECTOR_INTEGRATION_STRATEGY.md`: integration postures, default
@@ -645,19 +719,24 @@ Release composition and tag-only repository handling are documented in
 
 ## Next Practical Work
 
-The next planning step should create or update Gitea issues for Wave 0 and Wave
-1 only. Later waves should stay as roadmap context until the permit-to-payment
-MVP is demonstrable.
+The active cross-product story is
+[`GovOPlaN/govoplan#14`](https://git.add-ideas.de/GovOPlaN/govoplan/issues/14).
+Module repositories own implementation issues; do not clone their state here.
 
-Recommended immediate issue buckets:
+Immediate issue buckets:
 
-- platform spine hardening
-- configuration package preflight and rollback
-- forms-runtime MVP
-- portal submission MVP
-- cases/workflow/tasks integration MVP
-- template-generated decision document
-- postbox/notification handoff
-- appointment/booking handoff
-- payment evidence handoff
-- configured documentation for the reference process
+- fail-closed connector destination pinning and private-network deployment
+  control for every real transport
+- Mail-profile-only Campaign authoring/build/delivery and safe legacy failure
+- immediate audited secret deletion when a provider/profile is removed
+- Campaign central-component and role-safe UI acceptance
+- adaptive Campaign, Mail, and Files task/process/admin/operator/integration/
+  security/acceptance documentation
+- target SMTP/IMAP, file-provider, queue/reconciliation, install/upgrade, and
+  restore proof for the pinned Campaign reference composition
+
+Once that gate is demonstrable, activate the existing Postbox model, access,
+API, inbox, and Campaign integration issues. Templates/Reporting, governed BI,
+and DMS collaboration remain durable selected direction, but should be
+decomposed only as the preceding stage stabilizes or a bounded independent
+contract can be implemented without pre-deciding target-system choices.

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 +1,53 @@
+# 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 page frame | Domain-neutral headed page layout used by Core and optional modules | Standalone, workspace, and embedded modes make inset and scroll ownership explicit; sticky heading, rich descriptions, route actions, notices, loading, narrow-layout collapse, and contextual-help identity are centralized; composite administration workspaces may delegate the visible heading to their contributed panel while retaining the same frame; `AdminPageLayout` composes the contract | `PageLayout.tsx`, `page-layout.test.tsx`, Core Settings, Access administration, Docs, Mail bounce processing, Dashboard, Ops, Campaign, and `check-shared-webui-layouts.py` |
+| Full-canvas workspace | Navigation/content and list/detail canvases that own pane geometry and scrolling | Navigation and split variants, primary-pane width, pane-owned or contained scrolling, responsive stacking or navigation collapse, pane labels, and contextual-help identity are centralized without encoding domain navigation | `WorkspaceLayout.tsx`, `workspace-layout.test.tsx`, Core Settings, Access administration, Docs, Organizations, Campaign, Templates, Approvals, and `check-shared-webui-layouts.py`; the raw-workspace exception baseline is empty |
+| Full-height module frame | Outer module landmark and viewport/container sizing | `WorkspaceFrame` centralizes surface, overflow, box sizing, accessible naming, help identity, and application-viewport height so modules do not copy the `100vh - shell` frame | `WorkspaceFrame.tsx`, `layout-primitives.test.tsx`, Dataflow, Workflow, Datasources, Distribution Lists, Notifications, Tasks, Scheduling, Forms, Portal, Projects, Records, and Reporting |
+| Responsive action toolbar | Domain-neutral action and filter grouping for pages, workspaces, editors, and overlays | Density, surface, grouping, flexible space, accessible naming, toolbar help identity, and responsive wrapping are centralized while modules retain action wording, authority, and consequence | `ActionToolbar.tsx`, `layout-primitives.test.tsx`, WYSIWYG, Calendar, Files, Forms, Templates, and the product-wide primitive check |
+| Semantic page and pane action bars | Overview, collection, detail, editor, and workspace intent declared independently from frame geometry; full-canvas panes add workspace/collection/detail/editor scope | Core renders leading Reload from a guarded descriptor; editor persistence owns clean, dirty, invalid, saving, failed, and conflict feedback plus guarded Discard and far-right Save; destructive actions occupy an explicit named boundary; read-only surfaces do not invent Save | `PageActionBar.tsx`, `WorkspaceActionBar.tsx`, `PAGE_LAYOUT_USAGE_GUIDELINES.md`, component and browser conformance, every headed page and full-canvas workspace, and the discovery-based `check-shared-webui-layouts.py` |
+| Catalogue and state composition | Search/filter bars, selectable navigation lists, count badges, and empty/blocked/error panels | Width, surface, wrap, selection geometry, title/description truncation, numeric emphasis, state sizing, tone and action placement are centralized; modules retain query behavior, object state and consequences | `FilterBar.tsx`, `SelectionList.tsx`, `CountBadge.tsx`, `StatePanel.tsx`, `layout-primitives.test.tsx`, and list/detail modules across Cases, Committee, Dataflow, Forms, Notifications, Portal, Postbox, Projects, Records, Reporting, Tasks, Templates, and Workflow |
+| Content and form grids | Equal-column content, field, and native-form geometry | Explicit 1–4 columns, standard gaps, item spans, alignment, and named narrow/workspace/standard/wide collapse points replace generic and module-prefixed copies; unequal domain tracks remain local | `ContentGrid.tsx`, `layout-primitives.test.tsx`, Core dashboard/settings/mail, Calendar dialogs, Forms editor, Datasources, Postbox, Campaign, administration surfaces, and the product-wide primitive check |
+| Content sections | Repeated editor/detail section surfaces | Border, surface, compact/default density, stacked flow and block rhythm are centralized without encoding section contents | `ContentSection.tsx`, `layout-primitives.test.tsx`, Datasources, Distribution Lists, Templates, Dataflow, and Workflow |
+| Form sections | Reusable heading/description/action/content grouping inside forms | Plain, separated, and panel variants centralize hierarchy and narrow action placement without moving validation, permissions, values, or domain wording into Core | `FormSection.tsx`, `layout-primitives.test.tsx`, Addresses contact editing, and Quick Access preferences |
+| Metric groups and drill-downs | Reusable responsive grouping around metric cards with an explicit optional detail affordance | Fixed one-to-five and auto-fit columns, minimum card widths, density, block/inset/zero spacing, and named collapse points replace the product-wide `metric-grid` class and cross-module dashboard overrides; typed link or in-page drill-downs name their destination while summary-only, non-enumerable, derived, or privacy-suppressed values remain inert | `MetricGrid.tsx`, `MetricCard.tsx`, `metric-card.test.tsx`, `layout-primitives.test.tsx`, Core and Dashboard summaries, administration, Campaign, Ops, Files, Search, and dashboard widgets |
+| Description lists | Semantic property and fact presentation | Stacked and inline variants, one-to-five list columns, density, term width, wrapping, and responsive collapse replace both `admin-details-grid` and `detail-list`; `DescriptionItem` preserves native `dt`/`dd` anatomy | `DescriptionList.tsx`, `layout-primitives.test.tsx`, Access and Tenancy administration, Audit, Policy, Campaign reports/imports, Docs, Settings, Ops, and Reporting |
+| Dialog anatomy | Shared outer dialog plus composable body and footer regions | Size and administration variants, body padding, descriptions, notices, fixed action wrapping, native form flow, and section grouping are centralized; focus trapping and stack lifecycle remain unchanged | `Dialog.tsx`, `DialogAnatomy.tsx`, `dialog-focus.test.tsx`, `layout-primitives.test.tsx`, Addresses, Calendar, Records, Datasources, Distribution Lists, Files, and Templates |
+| Definition-editor visuals | Reusable graph palette, canvas chrome, node icon/port geometry, empty overlay and floating activity state | Core owns visual and responsive anatomy while node/edge types, validation, execution, provenance and workflow semantics remain in Dataflow or Workflow | `DefinitionPalette.tsx`, `DefinitionNodeIcon.tsx`, `FloatingStatus.tsx`, shared definition styles, Dataflow and Workflow structure/build checks |
+| 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.
+
+New headed pages use `PageLayout`; full-canvas modules use `WorkspaceFrame`
+and, where applicable, `WorkspaceLayout`, so Core owns the frame and pane
+scrolling. Module CSS continues to own unequal domain content layout, never the
+shared page, workspace, toolbar, state, list, filter, metric, section, or graph
+chrome. Retired copies and module-local component definitions are rejected by
+`check-shared-webui-primitives.py`. That check also requires standard dialog
+widths to use `Dialog size` and keeps every remaining domain-specific width in
+a reviewed, decrease-only exception baseline. The companion layout check now
+has zero raw page-frame and zero raw workspace exceptions, discovers semantic
+consumers without a hand-maintained route list, requires semantic action bars
+on `WorkspaceFrame` routes, and rejects ad-hoc panel-header toolbars.

docs/LOCALIZATION_AND_HELP_QUALITY.md

@@ -0,0 +1,97 @@
+# 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 shared retention-policy editor exposes explicit contexts for each stored
+data category, audit-detail control, lower-level override switch, target
+selector, reload, and save action. The Policy module owns the matching German
+administrator guidance. Retention execution surfaces use separate contexts for
+dry-run, destructive apply, confirmation, and outcome review so F1 opens the
+consequence and recovery guidance closest to the focused control.
+Shared controls may set `helpModuleId` when their documentation owner differs
+from the containing page; the retention editor uses this to resolve Policy help
+from both administration and Campaign surfaces.
+
+The shared reusable-credential manager keeps Access as its documentation owner
+and publishes exact contexts for credential kind, secret replacement/removal,
+module and server restrictions, lower-scope visibility, activation, save, and
+irreversible deletion. This ensures F1 explains secret custody and the effect on
+dependent connections from system, tenant, group, user, and personal surfaces.
+
+The source inventory treats literal `helpContextId` and
+`data-help-context-id` declarations as authored help associations, including a
+native control nested in `FormField`. Dynamic context expressions remain
+separate evidence and generic derived fallbacks remain in the richer-help
+candidate queue.
+
+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.
+
+The shared browser conformance journey mounts the production Help menu and
+resolver. It proves that F1 uses the focused control rather than only the page,
+maps an exact retention action to Policy-owned administrator documentation,
+retains the page context as fallback for derived actions, exposes an accessible
+modal at narrow widths, closes with Escape, and restores focus to the triggering
+control. Module journeys should add their own exact high-risk mappings; they do
+not need to reimplement the keyboard or dialog mechanics.
+
+## 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.
+
+Browser acceptance is part of the focused workspace gate and can be run alone:
+
+```bash
+cd /mnt/DATA/git/govoplan-core/webui
+npm run test:conformance
+```

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/architecture/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:
 
@@ -126,6 +203,54 @@ Feature modules should prefer these capabilities over direct reads of
 access/tenant ORM models when they need labels, group membership, default
 access provisioning, counts, audit actor labels, or tenant metadata.
 
+Other stable runtime capabilities currently include:
+
+- `identity.directory` and `identity.search`
+- `organizations.directory`
+- `idm.directory`, `idm.function_assignments`, `idm.relationships`, and
+  `idm.assignment_lifecycle`
+- `calendar.outbox`, `calendar.scheduling`, `calendar.invitations`, and
+  `calendar.externalProfiles`
+- `poll.scheduling`
+- `notifications.dispatch`
+- `application_status.projection`
+- `payments.requests`
+- `workflow.definitionContributions` and `workflow.runtimeWorker`
+
+`calendar.scheduling` keeps workflow modules independent of Calendar-owned
+models and transport adapters. Consumers may create tentative events, promote
+the selected event in place, and release unused events idempotently. The
+provider returns bounded external-delivery and outbox references so consumers
+can retain retry state without copying Calendar's synchronization internals.
+
+`application_status.projection` lets a presentation module resolve the tenant
+and display or request access to an owner-supplied, deliberately bounded
+applicant-status view. The provider retains policy, authorization, token, and
+record ownership; consumers must not query provider tables or enlarge the
+projection.
+
+`payments.requests` carries replay-safe payment obligations and evidence-bound
+manual reconciliation across module boundaries. Procedure modules identify the
+source Case or Workflow in the command and retain the returned payment ID;
+Payments remains authoritative for amount, currency, state, transaction
+reference, and reconciliation evidence. Ledger, invoice, and external payment
+providers remain separate follow-on contracts.
+
+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
 
 Capabilities are runtime objects. Named interface contracts are compatibility
@@ -147,15 +272,68 @@ 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.
 
-Current named interfaces:
+### Source Authority And Provider Operations
 
-- `files.campaign_attachments`
+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_point_resolution`, `addresses.contact_writer`,
+  `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`
+- `dist_lists.expand`, `dist_lists.source`, `dist_lists.writer`
+- `evaluation.feedback`, `evaluation.result_aggregation`, `evaluation.scoring`
+- `files.access`, `files.campaign_attachments`
 - `mail.campaign_delivery`
-- `campaigns.access`
-- `campaigns.delivery_tasks`
-- `campaigns.mail_policy_context`
-- `campaigns.policy_context`
-- `campaigns.retention`
+- `notifications.dispatch`
+- `application_status.projection`
+- `payments.requests`
+- `poll.availability_matrix`, `poll.option_selection`,
+  `poll.response_collection`, `poll.signed_participation`,
+  `poll.workflow_context`
+- `rest.function_publication`
+- `scheduling.candidate_slots`, `scheduling.decision_handoff`
+- `soap.operation_publication`
 
 Core validates named interface contracts in three places:
 
@@ -244,6 +422,23 @@ 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
@@ -314,6 +509,31 @@ 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,
@@ -434,6 +654,18 @@ The manifest should declare:
 - navigation metadata using serializable icon names
 - uninstall guard providers for data, migration, worker, or scheduler vetoes
 
+A tenant-level managed `RoleTemplate` may set `default_authenticated=True`
+only when every authenticated tenant member must receive that narrow baseline
+while the contributing module is installed. Access derives the explicit grant
+from the active manifest set during authorization without mutating the request
+transaction. It may materialize a non-assignable role row for administration,
+but no per-user assignment is required and role edits cannot remove the
+baseline.
+This is not a shortcut for feature authorization: keep the template narrow and
+continue to enforce each domain action's own permission and resource policy.
+System-level, unmanaged, wildcard-bearing, or slug-colliding automatic
+templates are rejected by registry validation.
+
 Backend nav metadata must use icon-name strings, not frontend components:
 
 ```python
@@ -458,6 +690,17 @@ routers and live module activation fail fast if two routers register the same
 HTTP method and path. That keeps OpenAPI output and FastAPI route order from
 silently masking a module collision.
 
+Tenant deletion and cleanup use the registry-owned delete-veto contract. A
+module that owns tenant-bound data may declare `delete_veto_providers` on its
+manifest for resource types such as `tenant` or `group`. Providers receive
+`(session, tenant_id, resource_id)` and should return `DeleteVetoIssue`, an
+iterable of `DeleteVetoIssue`, or `None`; older exception-based providers are
+still treated as blocking vetoes. Core attributes each issue to the provider
+module and adds resource context before the tenancy module exposes the issues
+through the deletion plan. `blocker` issues prevent destructive or retire
+operations, `warning` issues explain retained data, and `info` issues document
+non-blocking lifecycle facts.
+
 ## Database And Migrations
 
 Core owns the database/session lifecycle. Modules access the database through core session dependencies and register their models/migrations through their manifest.
@@ -470,12 +713,60 @@ Rules:
 - Keep cross-module foreign-key assumptions explicit and conservative.
 - Register module metadata in `MigrationSpec` so core can discover it.
 - Optional module migrations may create multiple Alembic heads. Verification
-  should compare the database heads to the configured script heads instead of
-  assuming one linear revision when multiple modules are enabled.
+  should compare database heads to Alembic's resolved `heads` target instead
+  of assuming one linear revision when multiple modules are enabled. Owner
+  heads can be dependency parents and therefore may not all appear in
+  `alembic_version` after a full-graph upgrade.
 - Treat migrations as release artifacts. Unreleased migrations may be squashed
   or rewritten before a stable release; released revision IDs are immutable
   once an installation may have recorded them. Each stable release records its
   public migration heads in `docs/migration-release-baselines.json`.
+- GovOPlaN keeps two Alembic tracks. The default `release` track loads
+  `versions` directories with reviewed release baselines and release-to-release
+  step-up migrations. The explicit `dev` track loads `dev_versions`
+  directories with the detailed development chain. Do not load both tracks for
+  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
 
@@ -484,16 +775,42 @@ check, maintenance-mode guard, replay state, and installer request queue.
 Package mutation is performed by `govoplan-module-installer` outside the
 FastAPI request process.
 
-Official catalogs can be served as static JSON from `govoplan-web`, but core
+Official catalogs can be served as static JSON from `addideas-govoplan-website`, but core
 does not trust the website by location alone. A catalog must pass the configured
 signature, channel, freshness, and replay rules before a catalog entry can be
 planned. Catalog entries may declare `license_features`; core checks those
 against the configured offline license before adding the entry to the install
-plan.
+plan. Catalog entries may also declare `migration_safety` as `automatic`,
+`requires_review`, `forward_only`, or `destructive`; forward-only and
+destructive entries require explicit operator acknowledgement in the install
+plan before installer preflight allows activation. Forward-only and destructive
+catalog entries must also declare a tested recovery path. Catalog update entries
+can define direct-update windows with `current_version_min` and
+`current_version_max_exclusive`, mark intermediate `bridge_release` targets, and
+explicitly opt into reviewed downgrade or same-version package-refresh plans.
+Module migration order can be declared with `migration_after` and
+`migration_before` in manifests or release catalogs; installer preflight turns
+that metadata, module dependencies, and named interface relationships into an
+ordered migration plan.
+
+Modules that need live-data work outside Alembic schema revisions may declare
+`migration_tasks` on `MigrationSpec`. This is deliberately narrower than a
+general lifecycle hook system. Each task has a stable `task_id`, one of four
+phases (`pre_migration_check`, `pre_migration_prepare`,
+`post_migration_backfill`, `post_migration_verify`), a short operator-facing
+summary, a task version, safety metadata, and an idempotent executor. Installer
+preflight blocks non-idempotent tasks, forward-only/destructive tasks without
+operator acknowledgement, and installed manifest tasks that have no executor.
+Catalog task metadata is surfaced before activation as pending because the
+executor can only be verified after the package is installed.
 
 Modules should provide:
 
 - pinned backend and WebUI package refs for official catalog entries
+- module dependency metadata for catalog target-state planning
+- migration-safety metadata for catalog update planning
+- migration task metadata when live-data checks, preparation, backfills, or
+  verification must run around Alembic
 - compatibility metadata in the module manifest
 - named interface contracts in the manifest and catalog entry when the module
   provides or consumes cross-module APIs
@@ -509,11 +826,18 @@ 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",
@@ -528,12 +852,39 @@ 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
@@ -662,7 +1013,7 @@ Rules:
 
 ### Dependency Boundary Enforcement
 
-The repository includes `scripts/check_dependency_boundaries.py`. It enforces the current baseline:
+The meta repository includes `tools/checks/check_dependency_boundaries.py`. It enforces the current baseline:
 
 - kernel/core source may not add new direct imports of files/mail/campaign internals
 - access source may not import files/mail/campaign internals
@@ -716,6 +1067,16 @@ 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
 
@@ -745,7 +1106,7 @@ 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
@@ -808,7 +1169,7 @@ 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
@@ -821,6 +1182,16 @@ 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`,
@@ -909,6 +1280,61 @@ 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
@@ -974,11 +1400,26 @@ The package install-plan API records operator intent only:
 - `GET /api/v1/admin/system/modules/package-catalog` reads approved package
   references from `GOVOPLAN_MODULE_PACKAGE_CATALOG` so operators can add known
   module refs to the install plan without typing them manually. The endpoint
-  also reports catalog validity, channel, signature, trust state, and the
-  configured path.
+  also reports catalog validity, channel, signature, trust state, source and
+  artifact provenance, release availability, configuration requirements, and
+  per-entry compatibility/blocker state. Withdrawn entries are visible for
+  diagnosis but cannot be planned.
 - `POST /api/v1/admin/system/modules/install-plan/catalog/{module_id}` saves
-  a planned install row from a validated catalog entry. Catalog signature and
-  approved-channel policy are enforced before the row is saved.
+  a planned install or update row from a validated catalog entry. Installed
+  modules are planned as updates. Catalog signature and approved-channel policy
+  are enforced before the row is saved. When the selected catalog row requires
+  companion dependency or interface-provider updates, the endpoint adds those
+  rows to the plan automatically. The saved plan row can also carry a
+  data-safety acknowledgement used by preflight for forward-only or destructive
+  catalog entries.
+- Install-plan preflight returns a structured `target_plan` summary so the
+  admin UI can show current version, target version, package refs,
+  migration-safety level, update-window and bridge metadata, recovery metadata,
+  and acknowledgement state without requiring JSON editing.
+- Install-plan preflight also returns a structured `migration_plan` summary with
+  target enabled modules and ordered module migration steps. When the installer
+  runs with migration enabled, the database migration command receives that
+  target module set and ordered module list.
 - `POST /api/v1/admin/system/modules/{module_id}/uninstall-plan` saves a
   planned non-destructive uninstall row for an installed module after it has
   been disabled. The Python distribution name is resolved from the installed
@@ -1003,6 +1444,11 @@ 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
@@ -1052,6 +1498,13 @@ 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;
+- official runtime images carry the full verified package profile, while the
+  desired module graph controls activation and tenant/View/Policy contracts
+  control availability and presentation; package lifecycle must not be reused
+  as a tenant or user visibility switch;
 - installed module manifests must be compatible with the supported manifest
   contract and current core version;
 - uninstalling `tenancy`, `access`, or `admin` is blocked;
@@ -1152,24 +1605,51 @@ 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.
+
+## Semantic Documentation Subject Contract
+
+Optional modules expose configured artifacts that can be documented through
+the module-scoped `documentation.semantic_subjects.<module_id>` capability.
+Core supplies stable tenant-scoped references, typed nested anchors, safe
+localized descriptors, revision/fingerprint review signals, and explicit
+availability states. Providers remain responsible for authorization and do not
+expose configuration payloads or credentials. Docs discovers the capability
+and owns authored content; it does not import feature internals. See
+`SEMANTIC_DOCUMENTATION_SUBJECTS.md` for the contract and adoption rules.
+
 ## Build And Verification
 
 Backend verification from core:
 
 ```bash
 cd /mnt/DATA/git/govoplan-core
-./.venv/bin/python -m compileall src/govoplan_core ../govoplan-access/src/govoplan_access ../govoplan-admin/src/govoplan_admin ../govoplan-tenancy/src/govoplan_tenancy ../govoplan-policy/src/govoplan_policy ../govoplan-audit/src/govoplan_audit ../govoplan-dashboard/src/govoplan_dashboard ../govoplan-files/src/govoplan_files ../govoplan-mail/src/govoplan_mail ../govoplan-campaign/src/govoplan_campaign
-./.venv/bin/python scripts/check_dependency_boundaries.py
+/mnt/DATA/git/govoplan/.venv/bin/python -m compileall src/govoplan_core ../govoplan-access/src/govoplan_access ../govoplan-admin/src/govoplan_admin ../govoplan-tenancy/src/govoplan_tenancy ../govoplan-policy/src/govoplan_policy ../govoplan-audit/src/govoplan_audit ../govoplan-dashboard/src/govoplan_dashboard ../govoplan-files/src/govoplan_files ../govoplan-mail/src/govoplan_mail ../govoplan-campaign/src/govoplan_campaign
+/mnt/DATA/git/govoplan/tools/checks/check_dependency_boundaries.py
 ```
 
-`scripts/check-focused.sh` runs npm with an isolated temporary npm user config
+`govoplan/tools/checks/check-focused.sh` runs npm with an isolated temporary npm user config
 so developer-local npm settings do not create release-check warning noise.
 
 Focused module contract and permutation verification:
 
 ```bash
-cd /mnt/DATA/git/govoplan-core
-bash scripts/check-module-matrix.sh
+cd /mnt/DATA/git/govoplan
+GOVOPLAN_CORE_ROOT=/mnt/DATA/git/govoplan-core bash tools/checks/check-module-matrix.sh
 ```
 
 Core WebUI host verification:
@@ -1183,7 +1663,7 @@ Clean generated `dist`, `.vite`, and source-tree `__pycache__` artifacts after v
 
 ## Release Dependency Rules
 
-Local development may use editable Python installs and local WebUI `file:` dependencies so sibling module changes reload quickly. Release builds must use tagged git refs or published packages instead. Core provides:
+Local development may use editable Python installs and local WebUI `file:` dependencies so sibling module changes reload quickly. Release builds must use tagged git refs or published packages instead. The meta repository provides:
 
 - `requirements-dev.txt` for local editable backend installs
 - `requirements-release.txt` for tagged backend module installs

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/PAGE_LAYOUT_USAGE_GUIDELINES.md

@@ -0,0 +1,158 @@
+# Page Layout and Action Guidelines
+
+This document defines the binding composition grammar for headed GovOPlaN
+pages. Core owns the reusable anatomy; each module owns its domain actions,
+wording, authorization, consequences, and data state.
+
+## Required Page Frame
+
+- Use `PageLayout` for every headed standalone, workspace, or embedded page.
+- Declare exactly one semantic `archetype`; do not infer page intent from the
+  `mode`, which controls geometry and scroll ownership only.
+- Use `WorkspaceFrame` for a full-height module surface and
+  `WorkspaceLayout` only where navigation/content or list/detail panes are
+  genuinely part of the interaction.
+- Put page-wide feedback in `PageLayout` notices. Use `DismissibleAlert` for a
+  recoverable warning or failure and `StatePanel` when the entire surface is
+  loading, empty, unavailable, or blocked.
+- Do not reproduce shared page padding, heading, toolbar, form-grid, section,
+  table, dialog, or breakpoint CSS in a module.
+
+## Product Side Rail
+
+Module manifests contribute stable navigation surface identifiers, labels,
+paths, icons, and default order. Core owns the side-rail composition and the
+shared `NavigationPreferenceEditor`; modules must not fork this editor or
+persist their own rail ordering.
+
+Navigation preferences are layered in this order: module defaults, system,
+tenant, then user. Each higher layer may reorder or change visibility. System
+and tenant administrators may lock an entry visible; a lower layer can still
+move that entry, but cannot hide it. Personal preferences cannot create locks.
+An unset preference inherits the complete lower layer, while “Use inherited
+order” removes the current layer rather than copying its values. Unknown item
+identifiers remain harmless so uninstalling, disabling, or later reinstalling
+a module does not corrupt the rail.
+
+The platform module response projects module, system, and tenant layer states
+alongside the effective user state. Editors must initialize from the layer
+immediately below the scope they edit, so a system or tenant administrator's
+personal preference is never promoted accidentally. Preference saves refresh
+the platform module projection. View policy, permissions, and tenant module
+entitlements remain independent final visibility gates; changing rail
+preferences never grants access.
+
+## Semantic Page Archetypes
+
+| Archetype | Use when |
+| --- | --- |
+| `overview` | The page summarizes health, metrics, or several peer areas without owning one primary collection or draft. |
+| `collection` | The primary object is a searchable/listable collection and Create, when available, applies to that collection. |
+| `detail` | The page primarily presents one record, report, or immutable projection. |
+| `editor` | The page owns one explicit draft with Save and Discard behavior. |
+| `workspace` | The page coordinates several panes, stages, or task-local operations that cannot honestly be reduced to one record or draft. |
+
+The archetype remains stable for the current interaction. A page may switch
+from `overview` to `editor` when the user explicitly enters configuration
+mode. It must not call a page an editor merely because a dialog or an inline
+filter is editable.
+
+## Page Action Rules
+
+Pass one `PageActionBar` to the `PageLayout` `actions` slot. Full-canvas
+workspaces use the same contract through `WorkspaceActionBar`, with an explicit
+`workspace`, `collection-pane`, `detail-pane`, or `editor-pane` scope. The
+variant makes the surface's intent inspectable and preserves the same keyboard
+and visual order across modules. `ActionToolbar` remains the lower-level
+component for section-local controls; it is not a substitute for a semantic
+page or pane action bar.
+
+| Page kind | Leading group | Trailing group |
+| --- | --- | --- |
+| Overview | Reload when refreshable, then context | Help, then ordinary primary actions |
+| Collection | Reload when refreshable, then collection context such as export | Help, then Create at the far right |
+| Detail | Reload when refreshable, then object context | Help, ordinary primary actions, then a separated destructive group |
+| Editor | Reload only when refresh is a distinct safe operation, then context | Dirty state, Help, ordinary primary actions, separated destructive actions, Discard, then Save at the far right |
+| Workspace | Reload when the coordinated projection can become stale, then task context | Help, ordinary primary actions, then a separated destructive group |
+
+Reload means re-fetch or re-evaluate the current surface. A page declaring
+`refreshable` must provide it, and a non-refreshable page must not use Reload as
+a synonym for Cancel, Reset, or Discard. Reload never silently destroys a dirty
+draft. Create is a collection-wide action and is not duplicated in a
+persistent side panel. Save is present only where the page owns an editable
+draft; a read-only detail page must not display a disabled or inert Save merely
+to fill the slot.
+
+Editor bars always keep Discard and Save visible. Their required `state`
+projection is one of `clean`, `dirty`, `invalid`, `saving`, `save-failed`, or
+`conflict`, and the central component announces it through a live status label.
+Clean and saving states disable both persistence actions; invalid disables Save
+while retaining Discard. Failed saves and conflicts keep the draft recoverable
+and allow an authorized retry after the module has shown the owning error or
+conflict evidence. A module may add a more specific validation, policy, or
+permission blocker. The editor must register its draft with
+`useUnsavedDraftGuard` (or a shared hook that uses the same registration
+contract), so browser unload, route navigation, section changes, Reload, and
+the explicit Discard path cannot silently lose work.
+
+Reload is rendered by Core from a descriptor rather than passed as arbitrary
+button markup. It can project `current`, `stale`, `reloading`, or
+`reload-failed`; `loading` is the shorthand for `reloading`. A failed refresh
+must preserve usable loaded data, expose its stale/failure state, and leave
+Reload available for recovery. Reload goes through the same unsaved-navigation
+guard as route changes.
+
+Destructive page actions use `destructiveActions`; never put a danger action in
+`contextActions` or the ordinary primary group. Core renders a persistent
+visual and semantic boundary before this group. In an editor it precedes the
+Discard/Save pair, keeping Save in the final keyboard and visual position.
+
+`PageActionBar` controls non-editor placement and owns the standard editor
+persistence buttons. Other actions continue to use central
+`Button`, `IconButton`, or `TableActionGroup` components. When an action is
+visible but unavailable because of permission, target, policy, state, or
+validation, keep it in its stable slot and supply `disabledReason`. Do not
+silently hide a normally applicable action.
+
+## Forms and Dialogs
+
+- Compose forms from `FormLayout`/`FormGrid`, `FormSection`, and `FormField`.
+- Use `FieldLabel` through `FormField` for every field that is not genuinely
+  self-explanatory; record justified omissions in the owning UI ledger.
+- Use `Dialog`, `DialogForm`, `DialogSection`, and `DialogActions` for modal
+  work. A dialog can be domain-specific while its anatomy remains central.
+- Use `useUnsavedDraftGuard` for explicit Discard and guarded navigation on an
+  editable page or dialog.
+- Explain irreversible or operationally consequential actions before the
+  commit button, including reversibility and durable evidence.
+
+## Collections and Details
+
+- Use `FilterBar` for collection query controls and `DataGrid` for tabular
+  collections. Keep a single ordered `TableActionGroup` action set per table.
+- Use `MetricGrid`/`MetricCard` for summary measures, `Card` or
+  `ContentSection` for logical sections, and `DescriptionList` for labelled
+  facts.
+- Add a `MetricCard.drilldown` only when the displayed measure has a useful,
+  authorized underlying collection or detail. Name the destination explicitly
+  (for example, “Review failed deliveries”) and preserve the current scope and
+  filters in its `href` or action. The card itself remains non-interactive so
+  the action is visible and keyboard-predictable. Derived, privacy-suppressed,
+  non-enumerable, or purely informational aggregates remain plain metrics;
+  when an ordinarily available drill-down is temporarily blocked, keep its
+  action and provide `disabledReason`.
+- Preserve loaded data after a refresh failure and mark it stale; offer Reload
+  as the recovery action. Distinguish initial loading, empty, unavailable,
+  permission-blocked, conflict, success, and retry states.
+
+## Review Evidence
+
+Every new or changed page or workspace pane must have structural evidence for
+its frame, semantic archetype/scope and slot order, refresh declaration, shared
+component usage, stable disabled actions, dirty guard, destructive boundary,
+and module-owned help identity. Type checks enforce conditional Reload and
+editor persistence props. The product check discovers all consumers, rejects
+undeclared archetypes and `ActionToolbar` panel-header copies, and requires
+semantic actions for every `WorkspaceFrame` route. Browser conformance confirms
+keyboard order, lifecycle changes, accessibility, destructive separation,
+narrow wrapping, and screenshot geometry.

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
 
@@ -97,6 +98,55 @@ New backend code should import policy-owned retention behavior from
 `govoplan-policy` or request the capability, not add new implementation logic
 to core.
 
+The retention API DTOs live in `govoplan_core.privacy.schemas`.
+`PrivacyRetentionPolicyItem`, `PrivacyRetentionPolicyPatchItem`,
+`RETENTION_POLICY_FIELD_KEYS`, and `default_allow_lower_level_limits()` are
+platform contracts because admin, access compatibility, and policy routes expose
+the same stable retention payload shape. The policy engine's internal
+`PrivacyRetentionPolicy` and `PrivacyRetentionPolicyPatch` models stay in
+`govoplan-policy`, because they carry implementation validators and merge
+behavior that are not generic API contracts.
+
+Tenant administration DTOs remain owned by `govoplan-tenancy`; access keeps
+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.
+
+## Bounded Impact-Subject Providers
+
+Policy impact previews discover optional subject providers through capability
+names beginning with `policy.impactSubjects.`. The suffix is the stable
+provider ID; for example, Views contributes `policy.impactSubjects.views`.
+Providers implement `PolicyImpactSubjectProvider` and receive a
+`PolicyImpactPopulationRequest` containing the active tenant, policy family,
+an explicit selector, actor scopes, detail-disclosure decision, and a limit of
+at most 500. They return `PolicyImpactSubjectBatch` with unique opaque subject
+references and an explicit `complete`, `sampled`, `truncated`, or `unavailable`
+state. An unavailable batch must explain the gap, and a total may never be
+smaller than the returned subject count.
+
+Core does not scan module data or evaluate domain policy. The owning module
+selects and permission-filters its candidates; Policy compares the current and
+proposed decisions and controls response disclosure. A caller must select one
+or more provider populations explicitly. This preserves optional-module
+boundaries and prevents a seemingly harmless preview from becoming an
+unbounded platform query. Providers must not include credentials, secrets, or
+unfiltered cross-tenant labels in subject attributes.
+
 ## Frontend Contract
 
 Policy UIs must:
@@ -109,6 +159,9 @@ Policy UIs must:
   lower-level limit to `false`
 - avoid sending locked fields or re-enable attempts in save payloads
 - show inherited values separately from local overrides
+- require a current impact preview before enabling a governed high-impact save,
+  preserve its proposal hash on commit, and explain incomplete population
+  coverage rather than presenting unavailable providers as zero impact
 
 The core WebUI helper `privacyRetentionParentAllowsField()` centralizes the
 field-lock decision used by the retention editor and its lightweight module

docs/POSTBOX_E2EE_ARCHITECTURE.md

@@ -1,9 +1,12 @@
 # Postbox End-To-End Encryption Architecture
 
-This document records the strategic encryption target for GovOPlaN postboxes.
-It does not require the first postbox implementation to ship full E2EE, but it
-defines the architecture so early data models and APIs do not make the stronger
-model impossible.
+This document records the encryption boundary for GovOPlaN postboxes. Postbox
+now implements the server-side contracts for three selectable profiles:
+unencrypted content, institution-managed server envelopes, and externally
+produced E2EE envelopes. The E2EE contract is operational—the server rejects
+plaintext and retains ciphertext, signed manifests, wrapped keys, and digest
+evidence—but a reviewed browser/device client and private-key custody provider
+remain separately deployed responsibilities.
 
 The core principle is that a postbox can become a trusted administrative
 communication channel without requiring the server to see plaintext content.
@@ -35,6 +38,54 @@ Algorithm choices should remain replaceable behind a crypto profile. The first
 profile should prefer standard, reviewed primitives such as HPKE for key
 wrapping and AEAD encryption for content.
 
+## Product Profiles And Default
+
+The content-protection policy is configurable per exact Postbox or immutable
+template revision:
+
+- `server_envelope_v1` is the recommended default. An institution-selected
+  Encryption vault controls server-readable envelopes and their migration
+  evidence. It is not end-to-end encryption.
+- `external_e2ee_v1` is server-blind. An approved client or producer supplies
+  the ciphertext reference, signed manifest, wrapped recipient keys, key epoch,
+  and SHA-256 plaintext digest. GovOPlaN has no private key that can decrypt it.
+- `plaintext_v1` stores clear content for institutions that explicitly choose
+  that boundary.
+
+Operational metadata—including subject, routing, participants,
+classifications, timestamps, attachment references, receipts, and retention
+state—remains visible under every profile. Administrators therefore choose a
+content-protection boundary, not a metadata-anonymity profile.
+
+The standard policy grants new incumbents history since assignment, uses key
+rewrapping for ordinary rotation and content re-encryption after compromise,
+requires two-person institutional recovery and dual-control hand-over,
+emergency, export, and destruction, requires strong external identity, and
+limits vacancy escalation to metadata. Deployments may select other policy
+values rather than inheriting a decision from GovOPlaN.
+
+## Governed Profile Changes
+
+A profile transition applies to new messages immediately and increments the
+Postbox key epoch. Retained history can remain under the previous profile or be
+migrated. The transition ledger records source and target profiles/vaults,
+authority route, consent and key-holder evidence, quorum, reason, immutable
+configuration snapshot, per-message source and target digest, and outcome.
+
+Plaintext and managed-envelope migrations can use the server-side Encryption
+capability. Managed decrypt, export, and re-encryption operations also create
+Encryption migration records so old envelopes are disposed of through the
+governed provider contract. Any transition to or from E2EE pauses each retained
+message for an approved client transform. The client must return plaintext or
+ciphertext as appropriate, plus evidence and the original content digest;
+Postbox verifies digest continuity before changing the stored representation.
+Leaving E2EE requires user-consent evidence, while changing managed history
+requires institutional key-holder evidence. Dual control can require both.
+
+This transition mechanism cannot revoke plaintext already decrypted, copied,
+printed, or exported. Administrators must explicitly acknowledge that residual
+disclosure before a transition is accepted.
+
 ## Identity And Device Keys
 
 The platform should distinguish:
@@ -57,6 +108,11 @@ The trust layer should provide:
 - key rotation and epoch tracking
 - recovery policy hooks
 
+Recovery must be organizationally governed. A server-held universal plaintext
+key would defeat the E2EE claim; any escrow, threshold recovery, or emergency
+grant needs an explicit assurance profile, authority/quorum, audit trail, and
+user-visible consequence.
+
 ## Role And Function Postboxes
 
 Role-bound access needs special handling. A postbox can be bound to an
@@ -75,6 +131,30 @@ rewrapping service:
 Key epochs are required when role membership changes. Older messages may remain
 readable according to policy, but new access must use the current epoch.
 
+The function-bound container exists independently of membership. It may remain
+vacant and continue to receive ciphertext without falling back to an unrelated
+personal mailbox. Zero, one, or several incumbents are valid states. Each
+incumbent receives an independently auditable, device-bound wrapped-key path;
+the postbox is never copied into their account ownership.
+
+A new assignment or hand-over rotates the function/postbox key epoch. Envelope
+encryption permits the normal rotation path to rewrap per-message data keys
+rather than rewrite large ciphertext objects; a security policy may require
+full content re-encryption for selected compromise or cryptographic-profile
+events. The history available to a new incumbent must be selected policy (all
+retained history, a bounded historical window, or assignment-time content) and
+recorded with the grant.
+
+Delegation is a time-bounded represented-function grant, not a copy or
+substitution of the postbox. Expiry or withdrawal stops future key release and
+actions. It cannot revoke plaintext already decrypted, printed, exported, or
+captured outside the platform. Multiple simultaneous incumbents and delegates
+remain distinguishable in key-fetch and action evidence.
+
+Postbox content and signed manifests are immutable. Correction or replacement
+creates a linked new object/version; it never silently substitutes ciphertext
+or evidence that another actor may already have inspected.
+
 ## External Recipients
 
 External recipients may need one-time or time-limited access without a full

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:
@@ -138,6 +141,73 @@ connector or module issue.
 - Owner/priority: `govoplan-mail`, `govoplan-calendar`,
   `govoplan-connectors`, Wave 1/2.
 
+#### Collaboration-suite boundary and hand-offs
+
+Collaboration remains connector-first. The product named below never changes
+which GovOPlaN module owns the administrative meaning of the work:
+
+| External family | Initial posture | GovOPlaN semantic owner | Connector-owned boundary |
+| --- | --- | --- | --- |
+| Collabora Online, OnlyOffice, Nextcloud Office | Link an externally edited document and its editing session; import a governed rendition only when required | DMS owns document/version, lock, review, approval, retention, and collaboration-session evidence; Files owns stored bytes | Discovery, endpoint health, WOPI/vendor session exchange, callbacks, and provider object references |
+| Matrix, Mattermost, Rocket.Chat, Nextcloud Talk | Create or link a room/thread for a governed work context; do not mirror all conversation history by default | The initiating Case, Workflow, or Task owns the work-context link and disposition; DMS/Records own retained evidence deliberately captured from it | Room/thread creation, membership synchronization, webhook/event normalization, and stable external links |
+| Jitsi and BigBlueButton | Provision or link a conference for an existing appointment/event | Appointments owns booking intent; Calendar owns event, attendee, invitation, and time semantics | Conference provisioning, join/moderator references, provider lifecycle, and bounded attendance/result callbacks |
+| OpenProject and comparable project suites | Link first, then publish or synchronize selected work packages | Tasks owns GovOPlaN task state; Workflow owns orchestration; Cases own case state and evidence references | Project/work-package lookup, publish/synchronize transport, webhooks, version tokens, and external URLs |
+| Cross-suite activity streams | Consume normalized, bounded events only for an authorized work context | The receiving module decides whether an event changes state or becomes evidence; Audit records the GovOPlaN operation | Provider subscriptions, cursor/checkpoint handling, signature validation, event normalization, and replay protection |
+
+Native collaboration behavior is justified only when GovOPlaN must own the
+semantic state, authorization decision, audit evidence, retention/legal-hold
+rule, or configuration-package fragment. Endpoint profiles, tokens, health,
+protocol clients, provider IDs, retries, and webhook transport remain in
+Connectors (or the owning protocol connector). A feature module consumes a
+Core capability/DTO and must still start and fail explicitly when that optional
+connector is absent; it never imports a provider client.
+
+The minimum hand-off sequences are:
+
+1. **Appointment to conference:** Appointments confirms the booking intent;
+   Calendar creates or updates the event and invitations; an optional
+   conference connector provisions the room idempotently and returns an
+   opaque join reference. Calendar stores that reference with the event, not
+   the provider credential.
+2. **Case or Workflow to collaborative document:** the initiating module asks
+   DMS for a governed document/session; DMS requests an optional office-suite
+   connector session and retains version, lock, approval, and callback
+   evidence. The Case/Workflow keeps only the DMS reference.
+3. **Case, Workflow, or Task to chat:** the semantic owner requests a room or
+   thread with an idempotency key and bounded membership intent. The connector
+   returns an external reference; capturing messages as evidence requires an
+   explicit DMS/Records action and policy decision.
+4. **Task or Workflow to project suite:** Tasks supplies the task payload and
+   Workflow supplies correlation; the OpenProject connector publishes or
+   reconciles the work package and returns versioned external-reference and
+   retry/conflict evidence. Neither consumer writes connector tables.
+
+Every executable collaboration connector must pass the common connector
+contract checks plus a provider-focused minimum proof:
+
+- optional-module startup and partial compositions work without the provider;
+- profile health uses secret references and redacts credentials and remote
+  response bodies;
+- tenant/resource authorization is checked before discovery, provisioning,
+  lookup, synchronization, or evidence capture;
+- dry-run/simulation performs no remote mutation and explains unsupported
+  operations;
+- create/publish calls are idempotent, retries preserve the same external
+  reference, and outcome-unknown or version conflicts remain reconcilable;
+- callbacks/webhooks verify authenticity, tenant/profile binding, replay
+  protection, and bounded payloads;
+- disable/retire behavior revokes new use while preserving non-secret audit and
+  external-reference evidence;
+- Collabora/OnlyOffice prove discovery plus one non-production editing-session
+  round trip; Matrix/Mattermost/Rocket.Chat prove room lookup/create plus one
+  authenticated bounded event; Jitsi/BigBlueButton prove conference
+  provision/cancel; OpenProject proves project/work-package lookup, idempotent
+  publish, and conflict handling.
+
+These are connector acceptance tests, not a claim that those connectors are
+already implemented. Their implementation state remains in the owning
+connector issues and catalogue.
+
 ### Payment And Public Cashier Systems
 
 - Strategy: integrate/export/import; keep the payment provider or cashier as
@@ -172,8 +242,10 @@ 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
-  `govoplan-datasources`/`govoplan-dataflow`, Wave 2.
+- Owner/priority: `govoplan-reporting`, `govoplan-connectors`,
+  `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/RECORDS_FILING_CONTRACT.md

@@ -0,0 +1,94 @@
+# Records Filing Contract
+
+Core exposes a small provider-neutral contract for filing exact source
+revisions into an institutional record. Core does not own records semantics,
+source-object authorization, or source bytes. `govoplan-records` owns filing
+orchestration and chronology; each source module owns resolution of its exact
+revision.
+
+## Capability Names
+
+- `records.filing` is supplied by the enabled Records module.
+- `records.source.<module>` is supplied by an enabled source module, for
+  example `records.source.files` or `records.source.cases`.
+- `records.archive.<provider>` is supplied by an enabled archive-transfer
+  adapter. Discovery does not imply conformance or current health.
+
+Callers discover capabilities through the module registry. They must not
+import optional source-module internals.
+
+## Exact Source Identity
+
+`RecordSourceLocator` identifies one tenant, source module, resource type,
+resource ID, and immutable source revision. A source provider must:
+
+1. reject cross-tenant resolution;
+2. require a non-empty purpose;
+3. re-evaluate the caller's current module and object authorization;
+4. resolve exactly the requested revision, never a mutable "current" alias;
+5. return safe display/provenance metadata and a SHA-256 digest when the source
+   has stable bytes or a canonical snapshot;
+6. fail closed when the revision is missing, quarantined, corrupt, or no longer
+   authorized.
+
+Historical Records browsing never revives historical access rights. The
+source's current authorization decision remains authoritative when filing.
+
+## Filing Semantics
+
+`RecordFilingRequest` binds the exact source to a record, purpose, filing
+reason, relationship, institutional context, and idempotency key. Records must
+persist source identity and resolution evidence together with the filing actor,
+represented capacity, valid time, recorded time, and immutable chronology.
+
+An idempotency key may replay only an identical request. A conflicting reuse
+must fail. Filing does not transfer ownership of source content and must not
+silently copy mutable source state.
+
+## Versioning
+
+The Python DTOs and protocols live in `govoplan_core.core.records`. The
+manifest interface `records.filing` starts at `1.0.0`. Incompatible DTO or
+behavior changes require a new interface version and release impact analysis;
+additional optional metadata remains backward compatible.
+
+## Initial Providers
+
+- Files resolves an exact managed `FileVersion`, verifies current Files access
+  and blob integrity, and returns its stored content digest.
+- Cases resolves an exact immutable case revision after current case access and
+  returns a digest of the canonical revision snapshot.
+
+Provider-specific selection UI belongs to the source module. The generic
+Records dialog remains a diagnostic/manual fallback for exact identifiers.
+
+## Archive Transfer Boundary
+
+`RecordTransferPackage` binds a stable package ID, record revision, provider
+profile, canonical manifest, and manifest SHA-256. An archive provider exposes
+`RecordArchiveProviderState` before dispatch and accepts only a
+`RecordArchiveTransferRequest` for a declared healthy profile. Its receipt must
+identify the same package and provider and return one bounded outcome:
+`accepted`, `rejected`, or `outcome_unknown`.
+
+An unknown outcome is never retry-safe. Callers must retain the intent and
+reconcile it against the provider before another effect. Provider state also
+declares authority mode, freshness, limitations, and whether the provider is a
+simulation. Credentials, transport configuration, archive-specific package
+schemas, and custody semantics remain provider-owned.
+
+Records includes `records.archive.simulation` to prove package and receipt
+handling. The simulation is explicitly non-conformant, transfers no custody,
+and cannot be used as evidence of an archive handoff. A real provider requires
+a selected target/profile, provider-specific recovery declaration, and target
+test evidence.
+
+## Form Evidence Boundary
+
+Form attachments use the separate provider-neutral contract in
+`govoplan_core.core.form_evidence`. Forms Runtime requests short-lived,
+purpose-bound upload grants and re-inspects the exact provider-owned evidence
+before final submission. The provider keeps byte storage, quarantine,
+classification, and retention ownership; Forms Runtime stores only immutable
+evidence references and bounded verification results. This contract is not an
+alternative path for Records filing or archive custody.

docs/RELEASE_DEPENDENCIES.md

@@ -16,23 +16,23 @@ resolve modules from tagged git refs or from a package registry.
 Local development:
 
 ```bash
-cd /mnt/DATA/git/govoplan-core
+cd /mnt/DATA/git/govoplan
 ./.venv/bin/python -m pip install -r requirements-dev.txt
 ```
 
-Release install from a core checkout plus tagged module repositories:
+Release install from the meta checkout plus tagged module repositories:
 
 ```bash
-cd /mnt/DATA/git/govoplan-core
+cd /mnt/DATA/git/govoplan
 ./.venv/bin/python -m pip install -r requirements-release.txt
 ```
 
-`.[server]` is resolved relative to the current working directory. If you
-create the virtualenv elsewhere, still run the install command from the core
-checkout:
+`../govoplan-core[server]` is resolved relative to the meta requirements file.
+If you create the virtualenv elsewhere, still run the install command from the
+meta checkout:
 
 ```bash
-cd /mnt/DATA/git/govoplan-core
+cd /mnt/DATA/git/govoplan
 /tmp/govoplan-release-test/bin/python -m pip install -r requirements-release.txt
 ```
 
@@ -40,17 +40,26 @@ cd /mnt/DATA/git/govoplan-core
 Update those refs when cutting a release:
 
 ```text
-govoplan-access   git@git.add-ideas.de:add-ideas/govoplan-access.git   v0.1.6
-govoplan-admin    git@git.add-ideas.de:add-ideas/govoplan-admin.git    v0.1.6
-govoplan-tenancy  git@git.add-ideas.de:add-ideas/govoplan-tenancy.git  v0.1.6
-govoplan-organizations git@git.add-ideas.de:add-ideas/govoplan-organizations.git v0.1.6
-govoplan-identity git@git.add-ideas.de:add-ideas/govoplan-identity.git v0.1.6
-govoplan-policy   git@git.add-ideas.de:add-ideas/govoplan-policy.git   v0.1.6
-govoplan-audit    git@git.add-ideas.de:add-ideas/govoplan-audit.git    v0.1.6
-govoplan-files    git@git.add-ideas.de:add-ideas/govoplan-files.git    v0.1.6
-govoplan-mail     git@git.add-ideas.de:add-ideas/govoplan-mail.git     v0.1.6
-govoplan-campaign git@git.add-ideas.de:add-ideas/govoplan-campaign.git v0.1.6
-govoplan-calendar git@git.add-ideas.de:add-ideas/govoplan-calendar.git v0.1.6
+govoplan-tenancy      git@git.add-ideas.de:GovOPlaN/govoplan-tenancy.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:GovOPlaN/govoplan-identity.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:GovOPlaN/govoplan-access.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:GovOPlaN/govoplan-policy.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:GovOPlaN/govoplan-dashboard.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:GovOPlaN/govoplan-files.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:GovOPlaN/govoplan-campaign.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:GovOPlaN/govoplan-poll.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:GovOPlaN/govoplan-notifications.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:GovOPlaN/govoplan-docs.git         v0.1.8
+govoplan-ops          git@git.add-ideas.de:GovOPlaN/govoplan-ops.git          v0.1.8
 ```
 
 ## WebUI Packages
@@ -64,24 +73,24 @@ referenced there exist, generate the committed release lockfile without
 touching the development package files:
 
 ```bash
-cd /mnt/DATA/git/govoplan-core
-scripts/generate-release-lock.sh
-cd webui
+cd /mnt/DATA/git/govoplan
+tools/release/generate-release-lock.sh
+cd /mnt/DATA/git/govoplan-core/webui
 PATH=/home/zemion/.nvm/versions/node/v22.22.3/bin:$PATH /home/zemion/.nvm/versions/node/v22.22.3/bin/npm run build
 ```
 
-The module repositories include root-level npm package manifests so git
-installs can resolve `@govoplan/access-webui`, `@govoplan/admin-webui`,
-`@govoplan/files-webui`, `@govoplan/mail-webui`,
-`@govoplan/campaign-webui`, and `@govoplan/calendar-webui` from repository
-roots even though their source lives below `webui/src`.
+Module repositories with a frontend include root-level npm package manifests
+so the `@govoplan/*-webui` dependencies in `webui/package.release.json` can be
+resolved from repository roots even though their source lives below
+`webui/src`.
 
 ### Release Lockfile Strategy
 
-The supported release composition currently is the full GovOPlaN product: core
-plus access, admin, tenancy, organizations, identity, policy, audit,
-dashboard, files, mail, campaign, calendar, docs, and ops. Keep one committed
-full-product release lockfile at
+The supported backend release composition is the set pinned in the meta
+repository's `requirements-release.txt`. The supported frontend composition
+is the independently buildable module set pinned in
+`webui/package.release.json`; backend-only modules do not need a frontend
+package entry. Keep one committed full-product release lockfile at
 `webui/package-lock.release.json`, generated from
 `webui/package.release.json` in a clean release workspace. Development
 `package-lock.json` may continue to point at local `file:` dependencies.
@@ -96,25 +105,27 @@ generated in a clean release workspace from tagged git dependencies.
 
 ## Release Tag Script
 
-The normal release path is automated by `scripts/push-release-tag.sh`: it bumps
+The normal release path is automated by `/mnt/DATA/git/govoplan/tools/release/push-release-tag.sh`: it bumps
 or accepts the target version, updates Python/WebUI/module manifest versions,
 commits/tags/pushes the module repositories first, regenerates
 `webui/package-lock.release.json`, and then commits/tags/pushes core. If the
 working tree has already been bumped, pass the current version explicitly:
 
 ```bash
-cd /mnt/DATA/git/govoplan-core
-scripts/push-release-tag.sh --version 0.1.6
+cd /mnt/DATA/git/govoplan
+tools/release/push-release-tag.sh --version 0.1.8
 ```
 
-`scripts/generate-release-catalog.py` reads installed/discovered
+`/mnt/DATA/git/govoplan/tools/release/generate-release-catalog.py` reads installed/discovered
 `ModuleManifest` objects while writing catalog entries. When a manifest is
 available, the catalog entry uses the manifest version, points package refs at
 `v<manifest.version>`, and copies `provides_interfaces` /
-`requires_interfaces` from the manifest. If a manifest cannot be discovered,
-the entry falls back to the release version passed with `--version` and omits
-interface metadata. This keeps the catalog aligned with independently
-versioned module packages instead of relying on a hardcoded compatibility table.
+`requires_interfaces` from the manifest. It also copies module migration order
+and `migration_tasks` metadata when present. If a manifest cannot be
+discovered, the entry falls back to the release version passed with `--version`
+and omits interface and migration-task metadata. This keeps the catalog aligned
+with independently versioned module packages instead of relying on a hardcoded
+compatibility table.
 
 The script also includes GovOPlaN roadmap/scaffold module repositories that do
 not yet have package metadata. Those repositories are committed, tagged, and
@@ -124,7 +135,6 @@ are not listed in `requirements-release.txt` or `webui/package.release.json`.
 
 Current tag-only module repositories:
 
-- `govoplan-addresses`
 - `govoplan-appointments`
 - `govoplan-cases`
 - `govoplan-connectors`
@@ -133,17 +143,16 @@ Current tag-only module repositories:
 - `govoplan-fit-connect`
 - `govoplan-forms`
 - `govoplan-identity-trust`
-- `govoplan-idm`
 - `govoplan-ledger`
-- `govoplan-notifications`
 - `govoplan-payments`
 - `govoplan-portal`
+- `govoplan-postbox`
 - `govoplan-reporting`
-- `govoplan-scheduling`
 - `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`
@@ -155,8 +164,8 @@ running server may plan and validate package changes, but package mutation is
 performed by the separate installer daemon or an operator shell during
 maintenance mode.
 
-`govoplan-web` is the public static distribution surface for official catalog
-resources:
+`addideas-govoplan-website` is the public static distribution surface for
+official catalog resources:
 
 - signed module package catalogs, grouped by release channel
 - public catalog keyrings
@@ -188,6 +197,13 @@ If both file and URL are set, the URL wins. The cache is used when a remote
 fetch fails, so an operator can still inspect the last known catalog. A cached
 catalog must still pass signature, freshness, channel, and replay validation.
 
+If neither source is configured, the Admin package directory discovers the
+official public stable catalog at
+`https://govoplan.add-ideas.de/catalogs/v1/channels/stable.json`. Core verifies
+that fallback against the public key pinned in the installed Core package. An
+explicit deployment catalog always takes precedence; a configured source that
+is unavailable or invalid fails closed instead of silently falling back.
+
 An official catalog is a JSON object with:
 
 - `catalog_version`
@@ -203,12 +219,47 @@ Each module entry can declare:
 
 - backend package name and pinned install reference
 - WebUI package name and pinned install reference
+- `artifact_integrity` for each package, including the HTTPS registry URL,
+  filename, byte size, SHA-256, package identity, source tag, and source commit
+- `source`, binding the repository and immutable tag/commit identity, with
+  optional HTTPS repository and revision links
+- `availability`, either `available` or `withdrawn`; a withdrawn entry must
+  carry an operator-readable `availability_reason` and cannot be planned
+- `configuration_requirements` and an optional HTTPS `release_notes_url` for
+  prerequisites and release-specific operator guidance
 - display metadata and tags
 - `license_features`, the feature entitlements required to plan that install
+- `dependencies` and `optional_dependencies`, the module ids expected in the
+  target module set
+- `migration_safety`, one of `automatic`, `requires_review`, `forward_only`,
+  or `destructive`
+- `migration_notes`, operator-facing data/migration guidance for review,
+  forward-only, or destructive changes
+- `migration_after` and `migration_before`, explicit module ids used to order
+  module-owned migration heads when a release needs a live-data sequencing rule
+- `migration_tasks`, constrained live-data tasks that run around Alembic
+  migration phases. Each task declares `task_id`, `phase`, `summary`,
+  `task_version`, `safety`, `idempotent`, and optionally `timeout_seconds`.
+  The allowed phases are `pre_migration_check`, `pre_migration_prepare`,
+  `post_migration_backfill`, and `post_migration_verify`.
+- `current_version_min` and `current_version_max_exclusive`, the installed
+  version window from which this catalog target may be applied directly
+- `bridge_release` and `bridge_notes`, marking a target as an intermediate
+  compatibility release in a staged update path
+- `allow_downgrade` and `allow_same_version`, explicit opt-ins for reviewed
+  rollback or package-refresh plans
+- `recovery_tested` and `recovery_notes`, documenting the rehearsal for
+  forward-only or destructive data changes
 - `provides_interfaces`, named interface contracts exported by this module
 - `requires_interfaces`, named interface contracts and version ranges required
   by this module
 
+Core validates these fields before exposing the directory. Admin derives a
+read-only catalog state from the installed package set, catalog dependency
+closure, named-interface providers, current-version window, availability, and
+generic license policy. This is an early operator diagnostic; trusted installer
+preflight remains the authoritative mutation gate.
+
 The signature is Ed25519 over canonical JSON with both `signature` and
 `signatures` removed. Core accepts the legacy single `signature` field and the
 new `signatures` array.
@@ -264,16 +315,38 @@ source/path, source type, cache path, channel, sequence, generated/validity
 timestamps, signature state, trusted key id, and cache state where available.
 Catalog provenance changes preflight severity:
 
-- catalog-sourced installs require a configured, valid package catalog before
-  activation
+- catalog-sourced installs and updates require a configured, valid package
+  catalog before activation
 - invalid, untrusted, expired, not-yet-valid, replayed, or unapproved-channel
-  catalogs block catalog-sourced installs
+  catalogs block catalog-sourced installs and updates
 - the same catalog validation failures remain warnings for manual install
   plans, so operators can still use offline or emergency package refs
 - valid-catalog warnings, such as intentionally unsigned local catalogs when
   signature enforcement is disabled, remain warnings
+- a saved catalog plan must match the currently validated entry exactly;
+  altered package refs, artifact identities, channel, sequence, trust state, or
+  signing-key identity block the run and require replanning
+- a trusted remote artifact is downloaded before mutation into a private
+  SHA-256-addressed installer cache, checked for exact size and digest, and
+  passed to `pip` or npm only as that verified local file
 - selected catalog entries with unsatisfied non-optional named interface ranges
   block activation before the installer runs
+- selected catalog entries whose target dependencies are neither installed nor
+  planned block activation before the installer runs
+- catalog update targets older than the installed module version block unless
+  the catalog entry declares `allow_downgrade: true`
+- catalog update targets equal to the installed module version block unless the
+  catalog entry declares `allow_same_version: true`
+- catalog update targets with a `current_version_min` /
+  `current_version_max_exclusive` window block when the installed version is
+  outside that window; publish and apply a bridge release instead
+- catalog entries marked `forward_only` or `destructive` block activation until
+  the plan row has an explicit data-safety acknowledgement
+- catalog entries marked `forward_only` or `destructive` also block unless the
+  catalog entry declares `recovery_tested: true` and either the catalog entry or
+  operator plan row contains recovery notes
+- catalog entries marked `destructive` also require catalog migration notes or
+  operator notes describing the cleanup or retirement plan
 
 ### Update Paths
 
@@ -283,6 +356,41 @@ catalog validation snapshot. The installer may install multiple packages into
 the environment before activation, then validate the discovered manifests and
 activate the resulting set together.
 
+Install-plan rows support explicit `install`, `update`, and `uninstall`
+actions. Catalog planning writes `update` when the module is already installed.
+Preflight resolves the target set from installed manifests plus the planned
+catalog entries. Unplanned catalog entries are not treated as installed. When a
+catalog entry would satisfy a missing dependency or named interface, preflight
+blocks activation with a companion-update issue; the admin catalog planner adds
+those companion rows automatically when it can resolve them from the current
+catalog. The preflight response also includes a structured `target_plan` summary
+with each planned module's action, current version, catalog target version,
+package refs, migration-safety level, current-version update window, bridge
+metadata, recovery metadata, and acknowledgement state.
+
+Database migrations are planned against that same target module set. When the
+installer is run with `--migrate`, it calls `govoplan_core.commands.init_db`
+with the target enabled modules rather than the pre-update startup module list,
+so newly installed module migration directories are discovered before
+activation. Preflight also returns a structured migration plan. Its step order is
+derived from:
+
+- manifest and catalog `migration_after` / `migration_before` declarations
+- module dependencies and optional dependencies when both modules are in the
+  target plan
+- named interface provider/consumer relationships when both sides are in the
+  target plan
+
+Preflight blocks cycles in that ordering graph. It also blocks non-idempotent
+module migration tasks, forward-only/destructive tasks without operator
+acknowledgement, and installed manifest tasks that declare no executor.
+Catalog-only task executors are marked as pending because they can only be
+confirmed after the target package is installed. The migrator runs pre-migration
+tasks, upgrades the ordered module heads first, finishes with Alembic `heads`,
+and then runs post-migration tasks, so Alembic's revision graph remains
+authoritative while GovOPlaN still gives operators a module-aware live-data
+order.
+
 This avoids circular "upgrade A first / upgrade B first" traps: named interface
 requirements are solved against the target set, not against each intermediate
 package-install moment. If the target set cannot satisfy all non-optional
@@ -303,11 +411,25 @@ Live data upgrades need an even stricter rule:
   must publish an intermediate compatibility release rather than a circular
   update chain
 
+The release catalog is the first safety gate for this. Generated catalogs mark
+modules with registered migrations as `requires_review` by default. Release
+authors should keep that value for ordinary reversible migrations, raise it to
+`forward_only` when database rollback requires restoring a snapshot, and raise
+it to `destructive` when the update removes or irreversibly rewrites persisted
+data. Forward-only and destructive entries must include `recovery_tested: true`
+and recovery notes after a verified restore or forward-recovery rehearsal. The
+admin install-plan UI exposes the safety level and lets operators record an
+explicit acknowledgement; preflight keeps acknowledged forward-only/destructive
+changes visible as warnings.
+
 In practice, circular dependencies are avoided by designing interfaces with
 compatibility windows and by publishing bridge releases. A bridge release keeps
 the old interface while introducing the new one, allowing dependent modules to
 move first; a later release can retire the old interface after every dependent
-module has a compatible target version.
+module has a compatible target version. Use `current_version_min` and
+`current_version_max_exclusive` to make those direct-update windows explicit in
+the catalog, and set `bridge_release: true` on intermediate targets that exist
+primarily to carry installations safely across a compatibility gap.
 
 Trusted catalog keys are configured locally:
 
@@ -335,11 +457,11 @@ Dependency vulnerability checks are documented in
 [`DEPENDENCY_AUDITS.md`](DEPENDENCY_AUDITS.md). The local audit runner is:
 
 ```bash
-cd /mnt/DATA/git/govoplan-core
-bash scripts/check-dependency-audits.sh
+cd /mnt/DATA/git/govoplan
+bash tools/checks/check-dependency-audits.sh
 ```
 
-The Gitea workflow in `.gitea/workflows/dependency-audit.yml` runs the same
+The Gitea workflow in `govoplan/.gitea/workflows/dependency-audit.yml` runs the same
 check against release dependency refs on pushes, pull requests, and a weekly
 schedule.
 
@@ -424,6 +546,11 @@ Catalog entries can require license features:
 Core checks those requirements against an offline license file before allowing
 the entry into the install plan.
 
+Official open-source GovOPlaN entries do not declare license features. The
+license contract remains generic for external catalogs, deployment presets,
+configuration/package directories, and support offerings; it gates only an
+entry that explicitly asks for a feature.
+
 ```bash
 GOVOPLAN_LICENSE_FILE=/srv/govoplan/license.json
 GOVOPLAN_LICENSE_ENFORCEMENT=true
@@ -499,22 +626,23 @@ entitlements without changing the source license of the repositories.
 
 Production-grade distribution still needs remote registry/git artifact
 resolution before package-manager apply, a hardened catalog publishing pipeline
-in `govoplan-web`, and automated key rotation and emergency revocation drills.
+that writes to `addideas-govoplan-website`, and automated key rotation and
+emergency revocation drills.
 
 ## Release Catalog Publishing
 
-GovOPlaN release catalogs are published by `govoplan-web` as static JSON and
-verified by `govoplan-core` before installer plans are accepted. Private signing
-keys must stay outside all git repositories. Public keyrings are published with
-the website.
+GovOPlaN release catalogs are published to `addideas-govoplan-website` as
+static JSON and verified by `govoplan-core` before installer plans are
+accepted. Private signing keys must stay outside all git repositories. Public
+keyrings are published with the website.
 
 Create the first catalog signing key on the release machine:
 
 ```bash
-cd /mnt/DATA/git/govoplan-core
+cd /mnt/DATA/git/govoplan
 KEY_DIR="$HOME/.config/govoplan/release-keys"
 mkdir -p "$KEY_DIR"
-./.venv/bin/python scripts/generate-catalog-keypair.py \
+./.venv/bin/python tools/release/generate-catalog-keypair.py \
   --key-id release-key-1 \
   --private-key "$KEY_DIR/release-key-1.pem" \
   --public-key "$KEY_DIR/release-key-1.pub" \
@@ -524,12 +652,12 @@ mkdir -p "$KEY_DIR"
 Keep `release-key-1.pem` private. The generated keyring contains only public
 material.
 
-Generate the signed catalog into `govoplan-web`:
+Generate the signed catalog into `addideas-govoplan-website`:
 
 ```bash
-cd /mnt/DATA/git/govoplan-core
+cd /mnt/DATA/git/govoplan
 KEY_DIR="$HOME/.config/govoplan/release-keys"
-scripts/publish-release-catalog.sh \
+tools/release/publish-release-catalog.sh \
   --version <x.y.z> \
   --sequence 202607071340 \
   --catalog-signing-key "release-key-1=$KEY_DIR/release-key-1.pem" \
@@ -538,8 +666,8 @@ scripts/publish-release-catalog.sh \
 
 This writes:
 
-- `/mnt/DATA/git/govoplan-web/public/catalogs/v1/channels/stable.json`
-- `/mnt/DATA/git/govoplan-web/public/catalogs/v1/keyring.json`
+- `/mnt/DATA/git/addideas-govoplan-website/public/catalogs/v1/channels/stable.json`
+- `/mnt/DATA/git/addideas-govoplan-website/public/catalogs/v1/keyring.json`
 
 The wrapper validates the catalog with core using the generated public keyring.
 
@@ -547,14 +675,14 @@ For normal module/core releases, first audit and record migration baselines,
 then tag and push the module/core repos. Finally publish the website catalog:
 
 ```bash
-cd /mnt/DATA/git/govoplan-core
-./.venv/bin/python scripts/release-migration-audit.py --strict
+cd /mnt/DATA/git/govoplan
+./.venv/bin/python tools/release/release-migration-audit.py --strict
 ```
 
 ```bash
-cd /mnt/DATA/git/govoplan-core
+cd /mnt/DATA/git/govoplan
 KEY_DIR="$HOME/.config/govoplan/release-keys"
-scripts/publish-release-catalog.sh \
+tools/release/publish-release-catalog.sh \
   --version <x.y.z> \
   --catalog-signing-key "release-key-1=$KEY_DIR/release-key-1.pem" \
   --build-web \
@@ -575,16 +703,16 @@ The public keyring URL is:
 https://govoplan.add-ideas.de/catalogs/v1/keyring.json
 ```
 
-`scripts/push-release-tag.sh` can publish the web catalog after module and core
+`/mnt/DATA/git/govoplan/tools/release/push-release-tag.sh` can publish the web catalog after module and core
 tags have been pushed. It runs the migration release audit in automatic mode:
 warning-only before the first recorded migration baseline, strict after a
 baseline exists. Add `--strict-migration-audit` when you want to force strict
 mode explicitly:
 
 ```bash
-cd /mnt/DATA/git/govoplan-core
+cd /mnt/DATA/git/govoplan
 KEY_DIR="$HOME/.config/govoplan/release-keys"
-scripts/push-release-tag.sh \
+tools/release/push-release-tag.sh \
   --bump subversion \
   --strict-migration-audit \
   --publish-web-catalog \
@@ -596,6 +724,50 @@ Use `--catalog-signing-key` more than once during a key rotation window. The
 catalog will contain multiple signatures and the public keyring will include the
 corresponding public keys.
 
+## Release Doctor
+
+Use `/mnt/DATA/git/govoplan/tools/release/release-doctor.py` before release preparation and again before
+publishing. It inspects repository state, local versions, release tags,
+migration audit state, release package refs, stable catalog/keyring state, and
+optionally public catalog availability. The default mode is read-only and
+offline. Status output is intentionally concise:
+
+```bash
+cd /mnt/DATA/git/govoplan
+./.venv/bin/python tools/release/release-doctor.py status --target-version <x.y.z>
+```
+
+Use `--details` when the full findings should be printed directly:
+
+```bash
+./.venv/bin/python tools/release/release-doctor.py status --target-version <x.y.z> --details
+```
+
+For concise guidance, print only suggested next commands:
+
+```bash
+./.venv/bin/python tools/release/release-doctor.py next --target-version <x.y.z>
+```
+
+For an operator-guided session, run interactive mode. The doctor asks which
+suggested command to run; mutating commands require typing `RUN` before they
+execute:
+
+```bash
+./.venv/bin/python tools/release/release-doctor.py interactive --target-version <x.y.z>
+```
+
+Interactive mode starts with a compact summary and waits for an action. It can
+open the full report in the configured pager, run one suggested command, repair
+Git `safe.directory` dubious-ownership blocks after explicit confirmation, push
+all clean repositories that are ahead of their upstream, or commit and push all
+dirty repositories. The dirty-repository bulk action asks for a commit message,
+skips repositories that are behind upstream, and requires typing
+`COMMIT AND PUSH` before it stages, commits, and pushes.
+
+Add `--online` when remote tag and public catalog/keyring reachability should be
+checked. Add `--json` when a CI job or another tool should consume the report.
+
 On a GovOPlaN installation that should consume the official stable catalog:
 
 ```bash
@@ -619,7 +791,7 @@ operator-supervised package update with restart and health checks.
 Key rotation for published catalogs:
 
 1. Generate the next private key outside git.
-2. Run `publish-release-catalog.sh` with both signing keys.
+2. Run `/mnt/DATA/git/govoplan/tools/release/publish-release-catalog.sh` with both signing keys.
 3. Publish the web catalog/keyring.
 4. Roll the new public keyring into installations.
 5. Stop signing with the old key after the supported fleet trusts the new key.
@@ -633,15 +805,15 @@ smoke check before tagging or publishing catalogs. Start the local testbed,
 then run the permutation check from the core checkout:
 
 ```bash
-cd /mnt/DATA/git/govoplan-core/dev/postgres
+cd /mnt/DATA/git/govoplan/dev/postgres
 cp .env.example .env
 docker compose --env-file .env up -d
 
-cd /mnt/DATA/git/govoplan-core
+cd /mnt/DATA/git/govoplan
 set -a
-. dev/postgres/.env
+. /mnt/DATA/git/govoplan/dev/postgres/.env
 set +a
-./.venv/bin/python scripts/postgres-integration-check.py \
+tools/checks/postgres-integration-check.py \
   --database-url "$GOVOPLAN_POSTGRES_DATABASE_URL" \
   --reset-schema
 ```
@@ -649,62 +821,117 @@ set +a
 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.
-Before a stable release, unreleased migrations may be rewritten or squashed into
-a release-level baseline or release-to-release upgrade migration. After a
-release tag has shipped, released migration revision IDs are immutable.
+GovOPlaN keeps those detailed migrations on an explicit development track and
+publishes reviewed release shortcuts on the release track. Before a stable
+release, unreleased development migrations may be squashed into a release-level
+baseline or release-to-release upgrade migration. After a release tag has
+shipped, released migration revision IDs are immutable.
 
 The release policy is:
 
-- unreleased migrations may be folded before release;
-- released migrations are never rewritten or deleted;
+- unreleased development migrations live in `dev_versions` and are not deleted
+  when a release shortcut is added;
+- released migrations live in `versions` and are never rewritten or deleted;
+- future release shortcuts are additive. A new release-to-release migration
+  starts from the previous recorded release heads, so installations can upgrade
+  through sane release steps instead of replaying every development revision;
 - each stable release records the public migration head revisions in
   `docs/migration-release-baselines.json`;
+- `heads` records the Alembic dependency-leaf graph heads for a full graph,
+  while `owner_heads` records the latest migration revision per migration
+  owner for subset installs and review;
 - fresh installations should apply release-level baselines/upgrades, not
   unreleased create-then-rename churn;
 - release-to-release schema changes should be folded into one reviewed
   migration per migration owner where practical.
 
+The default runtime track is `release`:
+
+```bash
+cd /mnt/DATA/git/govoplan
+GOVOPLAN_MIGRATION_TRACK=release ./.venv/bin/python -m govoplan_core.commands.init_db
+```
+
+Use `dev` only for local/disposable development databases that intentionally
+need the detailed chain:
+
+```bash
+cd /mnt/DATA/git/govoplan
+GOVOPLAN_MIGRATION_TRACK=dev ./.venv/bin/python -m govoplan_core.commands.init_db
+```
+
+Production, release checks, operator install flows, and the normal development
+launcher should stay on the `release` track unless a fresh/disposable database
+is intentionally being used to test the detailed development chain.
+
 Audit the current graph during release preparation:
 
 ```bash
-cd /mnt/DATA/git/govoplan-core
-./.venv/bin/python scripts/release-migration-audit.py
+cd /mnt/DATA/git/govoplan
+./.venv/bin/python tools/release/release-migration-audit.py
+```
+
+Audit the detailed development graph separately when a squash is prepared:
+
+```bash
+./.venv/bin/python tools/release/release-migration-audit.py --track dev
 ```
 
 Generate the reviewed/manual squash checklist:
 
 ```bash
-./.venv/bin/python scripts/release-migration-audit.py --squash-plan
+./.venv/bin/python tools/release/release-migration-audit.py --squash-plan
 ```
 
 After the release migrations have been reviewed and the graph is final, record
 the release baseline:
 
 ```bash
-./.venv/bin/python scripts/release-migration-audit.py --record-release <x.y.z>
+./.venv/bin/python tools/release/release-migration-audit.py --record-release <x.y.z>
 ```
 
 Use strict mode to verify that the current heads are recorded:
 
 ```bash
-./.venv/bin/python scripts/release-migration-audit.py --strict
+./.venv/bin/python tools/release/release-migration-audit.py --strict
 ```
 
-`scripts/push-release-tag.sh` runs the audit by default in automatic mode:
+`/mnt/DATA/git/govoplan/tools/release/push-release-tag.sh` runs the audit by default in automatic mode:
 non-strict while no release baseline exists, strict after the first baseline is
 recorded. Pass `--warn-migration-audit` for an explicit non-strict audit,
 `--strict-migration-audit` to force strict mode, or `--skip-migration-audit`
 only for emergency/manual release work.
 
-Before the first stable release, fold the current development chain into the
-first public baseline and record that baseline in
-`docs/migration-release-baselines.json`. The tracking issue is
-`add-ideas/govoplan-core#223`.
+The first public baseline is v0.1.7. It intentionally adds release-track
+shortcuts for the unreleased v0.0.0 -> v0.1.7 development chains while keeping
+the detailed chains on the `dev` track. No production installations existed
+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
+`GovOPlaN/govoplan-core#223`.
 
 ## Related Operator Documents
 
@@ -719,11 +946,11 @@ first public baseline and record that baseline in
 - Keep Python package versions, WebUI package versions, and git tags aligned.
 - Tag core, access, admin, tenancy, policy, audit, files, mail, campaign,
   calendar, and scaffold module repositories together.
-- Update `requirements-release.txt` and `webui/package.release.json` when the
+- Update meta `requirements-release.txt` and core `webui/package.release.json` when the
   release tag changes.
 - Generate the committed full-product release lockfile from
-  `package.release.json` with `scripts/generate-release-lock.sh`.
-- Run `scripts/release-migration-audit.py --strict` after recording a release
+  `package.release.json` with `/mnt/DATA/git/govoplan/tools/release/generate-release-lock.sh`.
+- Run `/mnt/DATA/git/govoplan/tools/release/release-migration-audit.py --strict` after recording a release
   baseline.
 - Run the PostgreSQL release check against a disposable database.
 - Publish the signed catalog through the release catalog publishing flow above.

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/SECURITY_AUDIT.md

@@ -0,0 +1,15 @@
+# Security Audit Toolchain
+
+The shared GovOPlaN security audit toolbox moved to the meta repository.
+
+Use:
+
+```bash
+cd /mnt/DATA/git/govoplan
+tools/checks/security-audit/run.sh --mode ci --scope govoplan
+tools/checks/security-audit/run.sh --mode full --scope govoplan
+```
+
+Canonical documentation:
+
+- `/mnt/DATA/git/govoplan/docs/operations/SECURITY_AUDIT.md`

docs/SELF_HOSTED_INSTALLABILITY.md

@@ -22,7 +22,7 @@ daemon. The API server must not run package managers from request handlers.
 Generate a self-hosted template:
 
 ```bash
-cd /mnt/DATA/git/govoplan-core
+cd /mnt/DATA/git/govoplan
 ./.venv/bin/python -m govoplan_core.commands.config env-template \
   --profile self-hosted \
   --generate-secrets \
@@ -40,40 +40,46 @@ set +a
 
 The command reports all known blockers at once. Production-like/self-hosted
 profiles require explicit `APP_ENV`, `DATABASE_URL`, `MASTER_KEY_B64`,
-`ENABLED_MODULES`, and `CORS_ORIGINS`. Production rejects SQLite, development
+`ENABLED_MODULES`, `CORS_ORIGINS`, `GOVOPLAN_TRUSTED_HOSTS`, and a deployment-wide decision for
+`GOVOPLAN_CONNECTOR_ALLOW_PRIVATE_NETWORKS`. Production rejects SQLite, development
 bootstrap, insecure auth cookies, and unsigned catalog trust roots when a
 catalog source is configured.
 
+Connector process-secret names and custom CA files are deployment-owned through
+the exact, default-empty `GOVOPLAN_CONNECTOR_SECRET_ENV_ALLOWLIST` and
+`GOVOPLAN_CONNECTOR_CA_BUNDLE_ALLOWLIST`; tenant/API configuration cannot widen
+either boundary.
+
 ## Production-Like Dev Stack
 
 Use the local production-like wrapper for repeatable rehearsal:
 
 ```bash
-cd /mnt/DATA/git/govoplan-core
-scripts/production-like-dev.sh validate-config
-scripts/production-like-dev.sh seed
-scripts/production-like-dev.sh start
+cd /mnt/DATA/git/govoplan
+tools/launch/production-like-dev.sh validate-config
+tools/launch/production-like-dev.sh seed
+tools/launch/production-like-dev.sh start
 ```
 
 Stop Docker dependencies:
 
 ```bash
-scripts/production-like-dev.sh stop
+tools/launch/production-like-dev.sh stop
 ```
 
 Reset all profile data:
 
 ```bash
-scripts/production-like-dev.sh reset --yes
+tools/launch/production-like-dev.sh reset --yes
 ```
 
-The start command delegates to `scripts/launch-production-like-dev.sh`, which
+The start command delegates to `tools/launch/launch-production-like-dev.sh`, which
 runs API, worker, and WebUI in the foreground. Stop those processes with
 `Ctrl+C` in the launcher terminal.
 
 ## Module Boundary Gate
 
-`scripts/check_dependency_boundaries.py` is part of the focused verification
+`govoplan/tools/checks/check_dependency_boundaries.py` is part of the focused verification
 path. It checks backend imports and WebUI package/source imports so modules do
 not grow hidden runtime dependencies on each other. Feature modules should
 integrate through core capabilities, backend APIs/events, route contributions,

docs/SEMANTIC_DOCUMENTATION_SUBJECTS.md

@@ -0,0 +1,118 @@
+# Semantic Documentation Subjects
+
+## Purpose And Ownership
+
+The semantic-documentation subject contract lets an optional module expose the
+configured artifacts that administrators may document: for example a form, a
+form field, a workflow, or a workflow state. It is a discovery and resolution
+contract, not a second configuration API.
+
+The module that owns an artifact also owns its subject provider, authorization,
+identity, revision, route, and lifecycle semantics. Docs may discover those
+providers through Core and attach authored documentation to their stable
+references. Docs must not import the feature module, read its tables, or copy
+configuration content into a generic index.
+
+This contract is additive to manifest `DocumentationTopic` contributions and
+configured-state `documentation_providers`. Every providing module must retain
+static user and administrator documentation baselines. The baselines explain
+the feature even when the provider is disabled, unavailable, or has no
+configured subjects.
+
+## Identity And Versioning
+
+`SemanticDocumentationSubjectReference` identifies a subject with:
+
+- owning module and tenant;
+- a module-defined subject kind and stable identifier;
+- an optional typed nested anchor, such as `field/registration-number`;
+- the revision and canonical fingerprint observed when documentation was
+  authored or reviewed.
+
+The `stable_key` derives only from identity. A rename or configuration revision
+therefore does not detach existing documentation. A nested anchor has its own
+identity so a field can be documented independently from its form.
+
+Providers must resolve an old reference as one of:
+
+- `available`: the observed revision/fingerprint is still current;
+- `changed`: the same stable subject has changed and may need review;
+- `superseded`: another stable reference replaced it;
+- `missing`: the subject was removed or is no longer resolvable;
+- `temporarily_unavailable`: the provider cannot currently determine state.
+
+Absence is not authorization. A provider returns `None` when the principal may
+not learn whether a subject exists. Core also rejects cross-tenant list and
+resolution requests before calling a provider.
+
+## Safe Projection
+
+Descriptors contain only bounded, explicit presentation fields: localized
+labels and descriptions, breadcrumbs, a local route, audience,
+classification, and required scopes. They must not contain credentials,
+personal data, arbitrary provider metadata, configuration payloads, or the
+authored documentation itself. Routes are application-local and are still
+subject to normal route authorization.
+
+The fingerprint is a review signal, not a concurrency token or a content hash
+that callers may use to reconstruct configuration. Providers should calculate
+it from the smallest canonical JSON projection whose semantic changes require
+documentation review. Volatile timestamps and secrets must be excluded.
+
+## Provider Registration
+
+A provider is registered under its exact module-scoped capability name:
+
+```python
+from govoplan_core.core.modules import CapabilityDocumentation
+from govoplan_core.core.semantic_documentation import (
+    SEMANTIC_DOCUMENTATION_SUBJECT_CONTRACT_VERSION,
+    semantic_documentation_subject_capability,
+)
+
+capability = semantic_documentation_subject_capability("forms")
+
+manifest = ModuleManifest(
+    id="forms",
+    # ...
+    capability_factories={capability: build_semantic_subject_provider},
+    capability_documentation={
+        capability: CapabilityDocumentation(
+            label="Form semantic subjects",
+            summary="Lists authorized configured forms and fields for Docs.",
+            contract_version=SEMANTIC_DOCUMENTATION_SUBJECT_CONTRACT_VERSION,
+            documentation_types=("admin", "user"),
+        )
+    },
+    documentation=(admin_baseline, user_baseline),
+)
+```
+
+The capability is `documentation.semantic_subjects.<module_id>`. Registry
+validation rejects a mismatched owner, missing capability documentation, a
+wrong contract version, or missing static baselines.
+
+`list_semantic_documentation_subjects` performs authorized, paginated discovery
+across installed providers. `resolve_semantic_documentation_subject` targets
+one owner without loading another feature module. Providers must apply the
+current tenant and principal on every call and must not infer visibility from a
+previous list result.
+
+## Lifecycle And Integration Rules
+
+- Keep subject and anchor identifiers stable across display-name and route
+  changes.
+- Return `superseded` only with the replacement reference; do not silently
+  rewrite stored references.
+- Return a reason code for missing or temporarily unavailable subjects without
+  exposing sensitive detail.
+- Reauthorize both discovery and resolution. Stored documentation references
+  confer no access to a live artifact.
+- Treat a changed fingerprint as a request for editorial review. It does not
+  automatically invalidate or publish authored documentation.
+- Removing a feature module leaves references resolvable as provider
+  unavailable. Docs can preserve history without importing the module.
+
+Forms, Workflow, and later modules should implement their subject providers in
+their own repositories. Docs owns the authored semantic-documentation records,
+review workflow, and projection UI.

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/operations/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 +1,56 @@
+# 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`.
+Each user may also choose a validated `default`, `civic_blue`, `forest`, or
+`plum` accent palette. Core applies it through `data-palette`; every module
+inherits the result through semantic tokens without module-specific CSS.
+
+## 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.
+- Palette defaults form a provenance chain: system, tenant, then an explicit
+  user choice. Invalid stored values are ignored. Reset means inheritance and
+  does not copy the current parent value into the child scope.
+- A policy lock is separate from the default. A system lock wins over every
+  child scope; otherwise a tenant lock suppresses a personal override. The
+  authenticated profile reports the effective palette, source, inherited
+  palette, and lock state.
+- Advanced personal overrides are a separately governed surface. The system
+  must opt in, a tenant may inherit or block that decision, and palette locks
+  always suppress overrides. Changing either policy requires
+  `admin:policies:write` in addition to the owning settings permission.
+
+## Palette safety and scope
+
+The Settings preview shows the chosen or inherited accent in every applicable
+light/dark preview before Save. Presets are checked for WCAG AA contrast in the
+theme contract. When policy permits, the shared advanced editor can atomically
+override accent, surface, and semantic status pairs for both modes. Every
+foreground/background pair must meet WCAG AA contrast, and success,
+information, warning, and danger colors must remain distinct. Invalid stored
+documents fail closed and are not partially applied.
+
+Import and export use the exact versioned JSON schema `schema_version: "1"`.
+Both `light` and `dark` must contain every supported token exactly once as a
+six-digit hex value. Import changes only the local draft; Save persists the
+whole document. Removing overrides returns to palette and policy inheritance.
+The system default is disabled so upgrades do not unexpectedly admit arbitrary
+branding. Tenant `null` means inherit, `false` blocks, and `true` is accepted
+only while the system permits overrides.
+
+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 root mode/palette behavior, preset and
+custom-override validation/application, and representative
+Campaign, Calendar, Files, and Mail token consumption. The check runs before a
+production WebUI build.

docs/THROTTLING.md

@@ -0,0 +1,24 @@
+# Shared fixed-window throttling
+
+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 and temporary Redis outages use a bounded
+process-local fallback. Production-like startup rejects an enabled login
+throttle without `REDIS_URL` unless
+`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
+expensive verifier, `record` after a failed attempt, and may `reset` the relevant
+dimension after successful verification. A blocked decision includes a
+`retry_after_seconds` value suitable for an HTTP `Retry-After` header.
+
+The first consumer is Scheduling's anonymous participation password challenge.
+Its namespace is `poll-participation-password`; its subject combines tenant,
+scheduling request and Poll's non-secret invitation-token fingerprint. Access's
+login throttle predates this primitive and should be migrated onto it in a
+separate compatibility-preserving slice.

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
 
@@ -38,6 +38,27 @@ contestability, responsibility, and traceability at the point of action.
 | UX-012 | Automated actions must remain inspectable. The UI must show the system actor, trigger, policy result, observed effects, and failure/manual-intervention state when automation changes administrative state. | Accepted | Workflow, automation, connectors, tasks, audit |
 | UX-013 | Contestable decisions must expose provenance. Denials, locks, generated outputs, calculated defaults, policy decisions, access decisions, and retention decisions need a reachable source path. | Accepted | Policy, access, templates, workflow, retention, records |
 | UX-014 | Retraction, expiry, undo, rollback, and delete controls must state the real limit of the operation. Corrective or future-only actions must not be described as if they undo already observed effects. | Accepted | Postbox, files, records, installer, workflow, payments |
+| UX-015 | Core owns the platform appearance contract. Modules must use shared CSS tokens and shared controls for theme-aware UI; they must not define independent light/dark palette systems. | Accepted | Core shell and all module WebUIs |
+| UX-016 | Full-page create/edit surfaces keep `Discard` and the named `Save …` action in the upper-right page action cluster, with Save at the far right. Their position remains stable through validation and loading states. | Accepted | All full-page create/edit surfaces |
+| UX-017 | Table row actions use icon-only controls in a stable rightmost column and intent order: inspect/open, edit, copy, transfer/share/download, retry/restore, destructive action last. Every icon requires a translated accessible name and tooltip. | Accepted | All structured tables |
+| UX-018 | A collapsible card containing only one table gives the table the card's full available body, without decorative inner wrappers, duplicate padding, max-widths, or nested scrolling. | Accepted | List, detail, workflow, and configuration surfaces |
+| UX-019 | Focused-view precedence is manual session pin, current-task suggestion, user default, role/tenant default, then the full interface. The active source and a full-interface escape remain visible; a suggested view never changes authorization or implies consent. | Accepted | Shell, modules, future workflow composition |
+| UX-020 | Centrally exported Core components are mandatory wherever their contract covers the interaction. A custom reusable control, presentation primitive, or module-local substitute requires explicit product-owner authorization, a narrowly specific purpose, and documented rationale and scope; it must not duplicate a central component. | Accepted | Core WebUI and all module WebUIs |
+| UX-021 | A collection-wide create action belongs in that collection's page heading and is not duplicated in a persistent side panel. When a side panel is the creation surface, it is present for the creation view only. | Accepted | List-detail, directory, and create surfaces |
+| UX-022 | Use central `Card` components for logical sections, `DataGrid` for tabular row collections and their ordered actions, and `ToggleSwitch` for boolean settings. Repeatable people/contact editors use one structured row per person with name, email address, and actions; free-form address parsing is reserved for an explicitly designed bulk-import flow. | Accepted | All WebUI forms and collection editors |
+| UX-023 | `FieldLabel` is the standard label/help surface for every field that is not self-explanatory. Any field rendered without it must be recorded in the omission register below, including its accessible-name source and rationale. Users may hide inline help markers through their persisted interface preference; the field label itself remains visible. | Accepted | All Core and module forms |
+| 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 |
+| UX-034 | Every headed `PageLayout` declares one of `overview`, `collection`, `detail`, `editor`, or `workspace` independently from its standalone/workspace/embedded geometry. Its actions use the matching semantic `PageActionBar`: a refreshable page must provide Reload in the leading slot; collections keep Create far right; read-only pages do not invent Save. | Accepted | Core and all module WebUIs |
+| UX-035 | Editor action bars expose clean, dirty, and saving state; always retain Discard immediately before the far-right Save; centrally disable both while clean or saving; and participate in the unsaved-change navigation guard. Danger actions occupy the explicit separated destructive group after ordinary actions and before editor persistence. | Accepted | Core and all module WebUIs |
 
 ## Confirmed Implementation Decisions
 
@@ -138,6 +159,149 @@ adaptive form, not force a linear wizard.
 - Wizard shells remain available for assisted setup, first-run guidance,
   imports, discovery-heavy flows, and operational preflight workflows.
 
+### DUE-008: Platform Theme Contract
+
+Decision: the WebUI shell exposes a small, stable appearance contract based on
+shared CSS tokens and persisted user preference selection.
+
+- Core applies `system`, `light`, and `dark` preferences at the document root.
+- Core applies validated user accent presets through `data-palette`; palette
+  values change semantic tokens globally and never require module CSS changes.
+- Core owns shared tokens such as `--bg`, `--bar`, `--panel`, `--surface`,
+  `--line`, `--line-dark`, `--text`, `--text-strong`, `--muted`, semantic
+  status colors, radii, shadows, and disabled-control colors.
+- Modules must style new UI with these tokens and shared controls. Module-local
+  CSS may tune layout and spacing, but it must not introduce a separate
+  appearance system.
+- Appearance controls live in user settings. A personal palette wins over
+  unlocked tenant and system defaults; system and tenant locks take precedence.
+  Advanced personal token overrides additionally require system opt-in and may
+  be narrowed by tenant policy. Their versioned import/export document is
+  validated and applied all-or-nothing in both light and dark modes.
+- Visual preview in settings is illustrative; it must reflect token families,
+  not become a second theme implementation.
+
+### DUE-009: Central Component And Exception Contract
+
+Decision: module interfaces are compositions of the components exported by
+`@govoplan/core-webui`. When Core already owns the matching interaction, using
+the central component is required rather than preferred.
+
+A route or domain-specific page composed from central components is ordinary
+module composition. A new reusable UI control, presentation primitive, or
+module-local substitute is a custom component. Before one is implemented, the
+product owner must explicitly authorize it and the owning decision or issue must
+record:
+
+- its single, narrowly defined purpose and intended consumers
+- why central components or their composition cannot meet that purpose
+- the permitted scope and the boundary it must not grow beyond
+- accessibility, reachable states, theme behavior, and test expectations
+- whether the component remains domain-owned or is a candidate for Core
+
+Custom components must not duplicate, fork, or cosmetically replace a central
+component. An existing local implementation does not grant an exception. If a
+central contract later covers the need, migrate to it unless the product owner
+explicitly retains the exception.
+
+### DUE-010: Scheduling Request Reference Composition
+
+Decision: Scheduling requests provide a concrete reference application of the
+universal placement and component rules.
+
+- The persistent left panel stacks `My scheduling requests` and `Scheduling
+  requests for me`; it is list context, not a second creation affordance.
+- The left panel's `Scheduling requests` header owns one `Add` action. It opens
+  the shared view/create/edit surface in the right main panel.
+- Basic information, Calendar integration, candidate slots, and participants
+  use the central `Card` component as four logical sections.
+- Candidate slots and participants use the central `DataGrid`, including its
+  standard row-action placement and order.
+- Calendar integration uses the central `ToggleSwitch`, with its dependent
+  controls shown when enabled.
+- Each participant is edited as one structured row with name, email address,
+  and actions. The normal editor does not parse a free-form list of addresses;
+  that interaction requires a separate, explicitly designed bulk-import flow.
+
+Equivalent list/create/edit surfaces use the same underlying rules. These are
+not Scheduling-local component variants.
+
+### DUE-011: Field Help, Discard, And Table Action Contracts
+
+Decision: the central components own these interactions; modules compose them
+instead of reproducing their behavior.
+
+- `FormField` and `ToggleSwitch` already render `FieldLabel`. Direct field
+  compositions use `FieldLabel` explicitly when the meaning or limitation is
+  not self-explanatory.
+- `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
+  the same shared unsaved-changes dialog. A browser tab/window unload remains a
+  browser-controlled confirmation because browsers do not permit a custom
+  modal at that boundary.
+- `TableActionGroup` receives the table's stable action set. Use `disabled` and
+  `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
+listed here. Module repositories keep an equivalent register in their durable
+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. `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. |
+| `EmailAddressInput` compact Name and Email fields | These two conventional fields are self-explanatory in the compact address popover; richer address guidance belongs to the enclosing field. | Visible native labels; the free-form editor also has a descriptive `aria-label`. |
+| `DataGrid` page-size, filter, and inline cell editors | The surrounding column header/filter heading supplies field context; repeating a labelled help marker in every cell would add noise. | Column header, filter heading/native label, or generated cell `aria-label`. |
+| Retention-policy value controls | `PolicyRow` owns the field label, help, effective value, and provenance for its control. | The containing `PolicyRow` label/help contract. |
+
+#### Alert Exception Register
+
+No `window.alert` or global `alert` exception is authorized.
+
 ## Implementation Sequence
 
 | Phase | Scope | Output |
@@ -157,14 +321,14 @@ 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. |
-| 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. |
+| 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` | 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, explicit busy/clean disabled-action reasons, and an effective appearance source. Palette selection and light/dark preview are shared with system and tenant administration. | Keep bounded; new contributed sections must satisfy the checklist. |
 
 ## Impact Index
 
@@ -180,7 +344,7 @@ converted or reviewed.
 | Automation/workflow commands | Hidden side effects would undermine accountability. | Action/effect preview, system-actor display, command record, retry/quarantine/manual states, and audit links. |
 | Postbox and encrypted communication | Retraction and access can be misunderstood. | Honest key-fetch/decryption state, expiry limits, recipient/device access provenance, and delivery evidence. |
 | API keys | Security-sensitive creation and scope selection. | Scoped creation wizard, least-privilege suggestions, clear expiry/owner explanation. |
-| User settings | Needs clarity and persistence across profile/interface/preferences. | Simple settings sections with immediate feedback and no double-click navigation traps. |
+| User settings | Needs clarity and persistence across profile/interface/preferences. | Simple settings sections with immediate feedback, explicit inherit/reset semantics, effective-source provenance, and no double-click navigation traps. |
 
 ## Review Checklist
 
@@ -193,6 +357,11 @@ 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
@@ -200,6 +369,22 @@ Every new or changed admin/configuration surface should answer:
 - Does the action surface show consequence, reversibility, and audit evidence
   when rights, duties, records, money, communication, external systems, or
   workflow state are affected?
+- Does the surface use every applicable central Core component? If it contains
+  a custom component, is the product-owner authorization, narrow purpose,
+  rationale, scope, and non-duplication evidence recorded?
+- Is a collection-wide create action in the collection heading rather than
+  duplicated in a persistent side panel?
+- Are logical sections, tabular collections, boolean settings, and repeatable
+  people/contact rows composed with `Card`, `DataGrid`, `ToggleSwitch`, and one
+  structured row per person respectively?
+- Does every non-self-explanatory field use `FieldLabel`, and is every omission
+  recorded with its rationale and accessible-name source?
+- Do explicit Discard and dirty navigation use the shared unsaved-changes
+  registration/dialog rather than a page-local confirmation?
+- Does every row retain the table's action set in the same order, disabling
+  unavailable actions and reserving the same empty-row slots?
+- Is feedback rendered with a central dialog/alert component, with no
+  unauthorized `window.alert` or global `alert` call?
 - If automation is involved, can the user see the trigger, system actor,
   observed effects, and failure/manual-intervention state?
 - Are technical details available without being the first thing the user sees?

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/audits/2026-07-09-dependency-audit.md

@@ -3,8 +3,8 @@
 Commands:
 
 ```bash
-cd /mnt/DATA/git/govoplan-core
-bash scripts/check-dependency-audits.sh
+cd /mnt/DATA/git/govoplan
+GOVOPLAN_CORE_ROOT=/mnt/DATA/git/govoplan-core bash tools/checks/check-dependency-audits.sh
 ```
 
 Status: remediated.
@@ -45,15 +45,15 @@ Remediation applied on 2026-07-09:
 - upgraded the campaign ZIP dependency to `pyzipper>=0.4,<1`, resolving to
   `pyzipper==0.4.0`
 - upgraded the local audit environment to `pip==26.1.2`
-- removed the obsolete local `govoplan-module-multimailer` editable install
+- removed the obsolete local mailer-module editable install
   from the audit environment so the audit reflects the split module product
 
 Post-remediation result:
 
-- `bash scripts/check-dependency-audits.sh`: passed, no known Python
+- `bash tools/checks/check-dependency-audits.sh`: passed, no known Python
   vulnerabilities found and npm production audit reported 0 vulnerabilities.
 - `python -m pip check`: passed.
-- `bash scripts/check-module-matrix.sh`: passed.
+- `bash tools/checks/check-module-matrix.sh`: passed.
 - `python -m unittest tests.test_api_smoke`: passed.
 - campaign encrypted/plain ZIP smoke with `pyzipper==0.4.0`: passed.
 

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/gitea-labels.json

@@ -1,416 +0,0 @@
-[
-  {
-    "name": "type/bug",
-    "color": "d73a4a",
-    "description": "A reproducible defect, regression, or incorrect behavior.",
-    "exclusive": true
-  },
-  {
-    "name": "type/feature",
-    "color": "0e8a16",
-    "description": "New user-visible behavior or platform capability.",
-    "exclusive": true
-  },
-  {
-    "name": "type/task",
-    "color": "1d76db",
-    "description": "Implementation, maintenance, migration, or operational work.",
-    "exclusive": true
-  },
-  {
-    "name": "type/debt",
-    "color": "fbca04",
-    "description": "Cleanup, refactoring, risk reduction, or deferred engineering work.",
-    "exclusive": true
-  },
-  {
-    "name": "type/docs",
-    "color": "5319e7",
-    "description": "Documentation, process, or developer workflow work.",
-    "exclusive": true
-  },
-  {
-    "name": "priority/p0",
-    "color": "b60205",
-    "description": "Immediate stop-the-line priority.",
-    "exclusive": true
-  },
-  {
-    "name": "priority/p1",
-    "color": "d93f0b",
-    "description": "High priority for the next focused work window.",
-    "exclusive": true
-  },
-  {
-    "name": "priority/p2",
-    "color": "fbca04",
-    "description": "Normal planned priority.",
-    "exclusive": true
-  },
-  {
-    "name": "priority/p3",
-    "color": "c2e0c6",
-    "description": "Low priority or opportunistic cleanup.",
-    "exclusive": true
-  },
-  {
-    "name": "status/triage",
-    "color": "d4c5f9",
-    "description": "Needs review, ownership, priority, or acceptance criteria.",
-    "exclusive": true
-  },
-  {
-    "name": "status/ready",
-    "color": "0e8a16",
-    "description": "Ready for implementation.",
-    "exclusive": true
-  },
-  {
-    "name": "status/in-progress",
-    "color": "0052cc",
-    "description": "Currently being worked.",
-    "exclusive": true
-  },
-  {
-    "name": "status/blocked",
-    "color": "b60205",
-    "description": "Cannot progress without a decision, dependency, credential, or external change.",
-    "exclusive": true
-  },
-  {
-    "name": "status/needs-info",
-    "color": "f9d0c4",
-    "description": "Needs clarifying input before implementation can proceed safely.",
-    "exclusive": true
-  },
-  {
-    "name": "module/access",
-    "color": "0e8a16",
-    "description": "GovOPlaN access, identity, authentication, RBAC, and administration behavior.",
-    "exclusive": false
-  },
-  {
-    "name": "module/addresses",
-    "color": "5319e7",
-    "description": "GovOPlaN Addresses module behavior or integration.",
-    "exclusive": false
-  },
-  {
-    "name": "module/admin",
-    "color": "006b75",
-    "description": "GovOPlaN Admin module behavior or integration.",
-    "exclusive": false
-  },
-  {
-    "name": "module/appointments",
-    "color": "d876e3",
-    "description": "GovOPlaN Appointments module behavior or integration.",
-    "exclusive": false
-  },
-  {
-    "name": "module/audit",
-    "color": "0e8a16",
-    "description": "GovOPlaN Audit module behavior or integration.",
-    "exclusive": false
-  },
-  {
-    "name": "module/calendar",
-    "color": "bfd4f2",
-    "description": "GovOPlaN Calendar module behavior or integration.",
-    "exclusive": false
-  },
-  {
-    "name": "module/campaign",
-    "color": "d876e3",
-    "description": "GovOPlaN campaign module behavior or integration.",
-    "exclusive": false
-  },
-  {
-    "name": "module/cases",
-    "color": "1d76db",
-    "description": "GovOPlaN Cases module behavior or integration.",
-    "exclusive": false
-  },
-  {
-    "name": "module/connectors",
-    "color": "c2e0c6",
-    "description": "GovOPlaN Connectors module behavior or integration.",
-    "exclusive": false
-  },
-  {
-    "name": "module/core",
-    "color": "0052cc",
-    "description": "GovOPlaN core runner, shared primitives, shell, or extension points.",
-    "exclusive": false
-  },
-  {
-    "name": "module/dms",
-    "color": "c5def5",
-    "description": "GovOPlaN Dms module behavior or integration.",
-    "exclusive": false
-  },
-  {
-    "name": "module/erp",
-    "color": "fef2c0",
-    "description": "GovOPlaN Erp module behavior or integration.",
-    "exclusive": false
-  },
-  {
-    "name": "module/files",
-    "color": "006b75",
-    "description": "GovOPlaN files module behavior or integration.",
-    "exclusive": false
-  },
-  {
-    "name": "module/fit-connect",
-    "color": "fbca04",
-    "description": "GovOPlaN Fit Connect module behavior or integration.",
-    "exclusive": false
-  },
-  {
-    "name": "module/forms",
-    "color": "f9d0c4",
-    "description": "GovOPlaN Forms module behavior or integration.",
-    "exclusive": false
-  },
-  {
-    "name": "module/identity-trust",
-    "color": "d4c5f9",
-    "description": "GovOPlaN Identity Trust module behavior or integration.",
-    "exclusive": false
-  },
-  {
-    "name": "module/identity",
-    "color": "bfd4f2",
-    "description": "GovOPlaN Identity module behavior or integration.",
-    "exclusive": false
-  },
-  {
-    "name": "module/idm",
-    "color": "0052cc",
-    "description": "GovOPlaN Idm module behavior or integration.",
-    "exclusive": false
-  },
-  {
-    "name": "module/ledger",
-    "color": "5319e7",
-    "description": "GovOPlaN Ledger module behavior or integration.",
-    "exclusive": false
-  },
-  {
-    "name": "module/mail",
-    "color": "5319e7",
-    "description": "GovOPlaN mail module behavior or integration.",
-    "exclusive": false
-  },
-  {
-    "name": "module/notifications",
-    "color": "d876e3",
-    "description": "GovOPlaN Notifications module behavior or integration.",
-    "exclusive": false
-  },
-  {
-    "name": "module/ops",
-    "color": "0e8a16",
-    "description": "GovOPlaN Ops module behavior or integration.",
-    "exclusive": false
-  },
-  {
-    "name": "module/organizations",
-    "color": "bfdadc",
-    "description": "GovOPlaN Organizations module behavior or integration.",
-    "exclusive": false
-  },
-  {
-    "name": "module/payments",
-    "color": "bfd4f2",
-    "description": "GovOPlaN Payments module behavior or integration.",
-    "exclusive": false
-  },
-  {
-    "name": "module/policy",
-    "color": "d93f0b",
-    "description": "GovOPlaN Policy module behavior or integration.",
-    "exclusive": false
-  },
-  {
-    "name": "module/portal",
-    "color": "1d76db",
-    "description": "GovOPlaN Portal module behavior or integration.",
-    "exclusive": false
-  },
-  {
-    "name": "module/postbox",
-    "color": "d93f0b",
-    "description": "GovOPlaN Postbox module behavior or integration.",
-    "exclusive": false
-  },
-  {
-    "name": "module/reporting",
-    "color": "c2e0c6",
-    "description": "GovOPlaN Reporting module behavior or integration.",
-    "exclusive": false
-  },
-  {
-    "name": "module/search",
-    "color": "bfdadc",
-    "description": "GovOPlaN Search module behavior or integration.",
-    "exclusive": false
-  },
-  {
-    "name": "module/scheduling",
-    "color": "d93f0b",
-    "description": "GovOPlaN Scheduling module behavior or integration.",
-    "exclusive": false
-  },
-  {
-    "name": "module/tasks",
-    "color": "c5def5",
-    "description": "GovOPlaN Tasks module behavior or integration.",
-    "exclusive": false
-  },
-  {
-    "name": "module/templates",
-    "color": "fef2c0",
-    "description": "GovOPlaN Templates module behavior or integration.",
-    "exclusive": false
-  },
-  {
-    "name": "module/tenancy",
-    "color": "e4e669",
-    "description": "GovOPlaN Tenancy module behavior or integration.",
-    "exclusive": false
-  },
-  {
-    "name": "module/web",
-    "color": "bfd4f2",
-    "description": "GovOPlaN public website, product page, or publication content.",
-    "exclusive": false
-  },
-  {
-    "name": "module/workflow",
-    "color": "f9d0c4",
-    "description": "GovOPlaN Workflow module behavior or integration.",
-    "exclusive": false
-  },
-  {
-    "name": "module/xoev",
-    "color": "d4c5f9",
-    "description": "GovOPlaN Xoev module behavior or integration.",
-    "exclusive": false
-  },
-  {
-    "name": "module/xrechnung",
-    "color": "0052cc",
-    "description": "GovOPlaN Xrechnung module behavior or integration.",
-    "exclusive": false
-  },
-  {
-    "name": "module/xta-osci",
-    "color": "5319e7",
-    "description": "GovOPlaN Xta Osci module behavior or integration.",
-    "exclusive": false
-  },
-  {
-    "name": "area/auth",
-    "color": "bfd4f2",
-    "description": "Authentication, sessions, access bootstrap, or login behavior.",
-    "exclusive": false
-  },
-  {
-    "name": "area/tenancy",
-    "color": "bfdadc",
-    "description": "Tenant boundaries, provisioning, or tenant-scoped data behavior.",
-    "exclusive": false
-  },
-  {
-    "name": "area/rbac",
-    "color": "c5def5",
-    "description": "Permissions, roles, delegation, or authorization policy.",
-    "exclusive": false
-  },
-  {
-    "name": "area/governance",
-    "color": "fef2c0",
-    "description": "Governance policy, audit, privacy, retention, or compliance behavior.",
-    "exclusive": false
-  },
-  {
-    "name": "area/module-system",
-    "color": "bfe5bf",
-    "description": "Module discovery, manifests, capabilities, routing, or optional integrations.",
-    "exclusive": false
-  },
-  {
-    "name": "area/migrations",
-    "color": "e4e669",
-    "description": "Alembic migrations, schema bootstrap, or persistence evolution.",
-    "exclusive": false
-  },
-  {
-    "name": "area/webui",
-    "color": "1d76db",
-    "description": "Shared WebUI shell, frontend components, routing, or frontend tests.",
-    "exclusive": false
-  },
-  {
-    "name": "area/api",
-    "color": "5319e7",
-    "description": "HTTP API contracts, routers, schemas, or API smoke behavior.",
-    "exclusive": false
-  },
-  {
-    "name": "area/db",
-    "color": "0e8a16",
-    "description": "Database sessions, models, transactions, or persistence primitives.",
-    "exclusive": false
-  },
-  {
-    "name": "area/devex",
-    "color": "bfd4f2",
-    "description": "Local developer workflow, scripts, tests, tooling, or release helpers.",
-    "exclusive": false
-  },
-  {
-    "name": "area/release",
-    "color": "c2e0c6",
-    "description": "Versioning, release locks, tags, packaging, or dependency pins.",
-    "exclusive": false
-  },
-  {
-    "name": "area/docs",
-    "color": "5319e7",
-    "description": "Durable documentation and project guidance.",
-    "exclusive": false
-  },
-  {
-    "name": "area/marketing",
-    "color": "f9d0c4",
-    "description": "Public website, product messaging, publication copy, or legal page content.",
-    "exclusive": false
-  },
-  {
-    "name": "source/todo-scan",
-    "color": "cccccc",
-    "description": "Imported from inline TODO/FIXME/HACK markers by the Gitea TODO importer.",
-    "exclusive": false
-  },
-  {
-    "name": "source/backlog-import",
-    "color": "bfdadc",
-    "description": "Imported from markdown backlog, roadmap, plan, or TODO files.",
-    "exclusive": false
-  },
-  {
-    "name": "codex/ready",
-    "color": "0e8a16",
-    "description": "Suitable for Codex to pick up with the existing issue context.",
-    "exclusive": false
-  },
-  {
-    "name": "codex/needs-human",
-    "color": "f9d0c4",
-    "description": "Needs an explicit human decision before Codex should implement.",
-    "exclusive": false
-  }
-]

docs/module-package-catalog.example.json

@@ -12,9 +12,32 @@
       "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"],
+      "migration_before": ["campaigns"],
+      "migration_tasks": [
+        {
+          "task_id": "backfill_spaces",
+          "phase": "post_migration_backfill",
+          "summary": "Backfill file spaces after the schema migration.",
+          "task_version": "1",
+          "safety": "forward_only",
+          "idempotent": true,
+          "timeout_seconds": 300
+        }
+      ],
+      "current_version_min": "0.1.0",
+      "current_version_max_exclusive": "0.2.0",
+      "bridge_release": true,
+      "bridge_notes": "Keeps the 0.1.x campaign attachment interface while introducing the 0.2.x contract.",
+      "allow_downgrade": false,
+      "allow_same_version": false,
+      "recovery_tested": true,
+      "recovery_notes": "Snapshot restore and forward recovery were rehearsed on the release candidate dataset.",
       "provides_interfaces": [
         {
           "name": "files.campaign_attachments",
@@ -31,14 +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",
@@ -55,25 +78,33 @@
       "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",
-          "version": "1.4.0"
+          "version": "0.2.0"
+        }
+      ],
+      "requires_interfaces": [
+        {
+          "name": "campaigns.access",
+          "version_min": "0.1.0",
+          "version_max_exclusive": "0.2.0",
+          "optional": true
         }
       ],
       "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",
@@ -90,19 +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",