feat: add governed assisted form intake
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@@ -58,6 +58,14 @@ Runtime form submissions for validation, drafts, attachments, signatures, status
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- an administrator-only public-intake dialog that selects exact published Form
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revisions, configures expiry/rate limits, enables or disables profiles, and
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exposes invitation secrets only once
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- authenticated assisted-intake profiles and operator sessions that retain the
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channel, affected and represented party references, authority basis, purpose,
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notice, responsible function, language, accessibility needs, and field-level
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source/confidence provenance on the same exact Form revision used digitally
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- append-only assisted read-back outcomes bound to the exact current Form
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revision, normalized values, attachments, and signatures; draft corrections
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invalidate earlier confirmation evidence and submission fails closed until a
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new confirmation or explicitly noted unavailable-confirmation record exists
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- Files-owned one-time evidence upload grants bound to the tenant, exact Form
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instance and definition revision, purpose, custodian, size, media types, and a
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maximum 15-minute upload window
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@@ -83,6 +91,13 @@ revision; a mismatched provider response fails closed.
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Policy-referenced definitions fail closed when no compatible
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`forms_runtime.policy_evaluator` is active.
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Assisted intake is not part of the default authenticated role. Starting a
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session or recording read-back evidence requires the dedicated
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`forms_runtime:submission:assist` permission or the manager write permission.
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The assistant role combines that permission with ordinary participation so the
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operator can resume only their own drafts; tenant-wide takeover still requires
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manager authority.
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Files and signature providers retain their own content and key custody. Runtime
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stores only same-tenant evidence references and bounded inspection snapshots.
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Files stores only upload-token digests and never grants a public intake actor
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@@ -96,6 +111,22 @@ new one-time bearer URL for each participant. The UI can copy a newly issued
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secret but cannot retrieve it later. Disabling a profile prevents new starts;
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already submitted revisions and their evidence remain governed records.
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Administrators enable assisted profiles against the same published Form
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revisions. An authenticated operator starts the session only after recording
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the governed party and function references, authority and purpose, channel,
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notice state, language, and required communication support. The resulting
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draft remains resumable through the ordinary Forms workspace and uses the same
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server validation, evidence inspection, receipt, and downstream handoff rules
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as digital intake. Assisted mode is provenance, not a privileged validation or
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authorization bypass.
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Before submission, the operator must make the exact values and managed evidence
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available through spoken read-back, a written preview, or an accessible copy.
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The immutable outcome identifies the confirming party and operator. Corrections
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are saved as a new Form revision and require a new read-back. When confirmation
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cannot be obtained, the operator must choose that outcome and record the
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exception; policy or downstream review may still stop or escalate the case.
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## Approved Intake And Evidence Profiles
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The product and security profile approved on 2026-08-04 sets the next
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@@ -148,11 +179,11 @@ Destructive retirement is blocked while state exists and requires a verified
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database snapshot plus an export or retention decision for referenced evidence.
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No local generated files are required, so API and worker nodes remain stateless.
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Public intake, Files-backed attachment evidence, and authenticated
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Public and assisted intake, Files-backed attachment evidence, and authenticated
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acknowledgements implement the approved first profiles. Conditional multi-page
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definitions are resolved from Forms, and native Case/Workflow handoffs execute
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automatically when the exact owner capability is installed. CAPTCHA,
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pseudonymous intake, advanced or qualified electronic signatures, richer
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attachment classification/retention controls, and additional target kinds
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remain provider or product depth; none may weaken the implemented owner and
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security boundaries.
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attachment classification/retention controls, dedicated party pickers, and
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additional target kinds remain provider or product depth; none may weaken the
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implemented owner and security boundaries.
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