fix: make IDM page scrollable

README.md

@@ -1,5 +1,9 @@
 # GovOPlaN IDM
 
+<!-- govoplan-repository-type:start -->
+**Repository type:** module (platform).
+<!-- govoplan-repository-type:end -->
+
 `govoplan-idm` is the planned integration module for external identity
 management systems. It does not own GovOPlaN's internal identity, organization,
 account, role, or tenant tables; those remain with `govoplan-identity`,

package.json

@@ -1,6 +1,6 @@
 {
   "name": "@govoplan/idm-webui",
-  "version": "0.1.6",
+  "version": "0.1.8",
   "private": true,
   "type": "module",
   "main": "webui/src/index.ts",
@@ -19,7 +19,7 @@
     "LICENSE"
   ],
   "peerDependencies": {
-    "@govoplan/core-webui": "^0.1.6",
+    "@govoplan/core-webui": "^0.1.9",
     "@vitejs/plugin-react": "^4.3.4",
     "lucide-react": "^1.23.0",
     "react": "^19.0.0",

pyproject.toml

@@ -4,15 +4,15 @@ build-backend = "setuptools.build_meta"
 
 [project]
 name = "govoplan-idm"
-version = "0.1.6"
+version = "0.1.8"
 description = "GovOPlaN identity management bridge module."
 readme = "README.md"
 requires-python = ">=3.12"
 authors = [{ name = "GovOPlaN" }]
 dependencies = [
-  "govoplan-core>=0.1.6",
-  "govoplan-identity>=0.1.6",
-  "govoplan-organizations>=0.1.6",
+  "govoplan-core>=0.1.8",
+  "govoplan-identity>=0.1.8",
+  "govoplan-organizations>=0.1.8",
 ]
 
 [tool.setuptools.packages.find]

src/govoplan_idm/backend/api/v1/routes.py

@@ -1,10 +1,10 @@
 from __future__ import annotations
 
+from collections.abc import Callable
 from typing import Any, TypeVar
 
 from fastapi import APIRouter, Depends, HTTPException, Query, status
 from fastapi.encoders import jsonable_encoder
-from sqlalchemy import func, or_
 from sqlalchemy.exc import IntegrityError
 from sqlalchemy.orm import Session
 
@@ -17,11 +17,21 @@ from govoplan_core.core.configuration_control import (
     ensure_configuration_change_allowed,
     record_configuration_change_applied,
 )
+from govoplan_core.core.identity import (
+    CAPABILITY_IDENTITY_DIRECTORY,
+    CAPABILITY_IDENTITY_SEARCH,
+    IdentityDirectory,
+    IdentityRef,
+    IdentitySearchProvider,
+)
+from govoplan_core.core.organizations import (
+    CAPABILITY_ORGANIZATION_DIRECTORY,
+    OrganizationDirectory,
+    OrganizationFunctionRef,
+)
 from govoplan_core.core.runtime import get_registry
 from govoplan_core.db.session import get_session
-from govoplan_identity.backend.db.models import Identity, IdentityAccountLink
 from govoplan_idm.backend.db.models import IdmOrganizationFunctionAssignment, IdmTenantSettings
-from govoplan_organizations.backend.db.models import OrganizationFunction
 
 from .schemas import (
     IdmSettingsItem,
@@ -125,31 +135,76 @@ def _default_settings(tenant_id: str) -> IdmSettingsItem:
     )
 
 
-def _ensure_identity(session: Session, identity_id: str) -> None:
-    identity = session.get(Identity, identity_id)
-    if identity is None:
+def _identity_directory() -> IdentityDirectory:
+    registry = get_registry()
+    if registry is None or not registry.has_capability(CAPABILITY_IDENTITY_DIRECTORY):
+        raise HTTPException(
+            status_code=status.HTTP_503_SERVICE_UNAVAILABLE,
+            detail="Identity directory is unavailable",
+        )
+    capability = registry.require_capability(CAPABILITY_IDENTITY_DIRECTORY)
+    if not isinstance(capability, IdentityDirectory):
+        raise HTTPException(
+            status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
+            detail=f"Invalid capability: {CAPABILITY_IDENTITY_DIRECTORY}",
+        )
+    return capability
+
+
+def _identity_search() -> IdentitySearchProvider:
+    registry = get_registry()
+    if registry is None or not registry.has_capability(CAPABILITY_IDENTITY_SEARCH):
+        raise HTTPException(
+            status_code=status.HTTP_503_SERVICE_UNAVAILABLE,
+            detail="Identity search is unavailable",
+        )
+    capability = registry.require_capability(CAPABILITY_IDENTITY_SEARCH)
+    if not isinstance(capability, IdentitySearchProvider):
+        raise HTTPException(
+            status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
+            detail=f"Invalid capability: {CAPABILITY_IDENTITY_SEARCH}",
+        )
+    return capability
+
+
+def _organization_directory() -> OrganizationDirectory:
+    registry = get_registry()
+    if registry is None or not registry.has_capability(CAPABILITY_ORGANIZATION_DIRECTORY):
+        raise HTTPException(
+            status_code=status.HTTP_503_SERVICE_UNAVAILABLE,
+            detail="Organization directory is unavailable",
+        )
+    capability = registry.require_capability(CAPABILITY_ORGANIZATION_DIRECTORY)
+    if not isinstance(capability, OrganizationDirectory):
+        raise HTTPException(
+            status_code=status.HTTP_500_INTERNAL_SERVER_ERROR,
+            detail=f"Invalid capability: {CAPABILITY_ORGANIZATION_DIRECTORY}",
+        )
+    return capability
+
+
+def _organization_function(function_id: str, tenant_id: str) -> OrganizationFunctionRef:
+    function = _organization_directory().get_function(function_id)
+    if function is None or function.tenant_id != tenant_id:
+        raise _not_found("Organization function")
+    return function
+
+
+def _ensure_identity(identity_id: str) -> None:
+    if _identity_directory().get_identity(identity_id) is None:
         raise _not_found("Identity")
 
 
-def _ensure_account_link(session: Session, identity_id: str, account_id: str | None) -> None:
+def _ensure_account_link(identity_id: str, account_id: str | None) -> None:
     if account_id is None:
         return
-    exists = (
-        session.query(IdentityAccountLink)
-        .filter(IdentityAccountLink.identity_id == identity_id, IdentityAccountLink.account_id == account_id)
-        .first()
-    )
-    if exists is None:
+    links = _identity_directory().accounts_for_identity(identity_id)
+    if not any(link.account_id == account_id for link in links):
         raise _invalid("Account is not linked to the selected identity.")
 
 
-def _account_linked_to_identity(session: Session, identity_id: str, account_id: str) -> bool:
-    return (
-        session.query(IdentityAccountLink)
-        .filter(IdentityAccountLink.identity_id == identity_id, IdentityAccountLink.account_id == account_id)
-        .first()
-        is not None
-    )
+def _account_linked_to_identity(identity_id: str, account_id: str) -> bool:
+    return any(link.account_id == account_id for link in _identity_directory().accounts_for_identity(identity_id))
 
 
 def _ensure_assignment_workflow(
@@ -158,6 +213,18 @@ def _ensure_assignment_workflow(
     *,
     tenant_id: str,
 ) -> None:
+    _ensure_assignment_shape(item)
+    function = _organization_function(item.function_id, tenant_id)
+    base = _assignment_source_assignment(session, item, tenant_id=tenant_id)
+    _ensure_assignment_source_rules(
+        item,
+        function=function,
+        base=base,
+        account_linked_to_identity=_account_linked_to_identity,
+    )
+
+
+def _ensure_assignment_shape(item: IdmOrganizationFunctionAssignment) -> None:
     if item.source not in ASSIGNMENT_SOURCES:
         raise _invalid("Assignment source is not supported.")
     if item.valid_from is not None and item.valid_until is not None and item.valid_until <= item.valid_from:
@@ -165,43 +232,81 @@ def _ensure_assignment_workflow(
     if item.delegated_from_assignment_id is not None and item.delegated_from_assignment_id == item.id:
         raise _invalid("A function assignment cannot delegate from itself.")
 
-    function = _get_tenant_row(session, OrganizationFunction, item.function_id, tenant_id, "Organization function")
-    base: IdmOrganizationFunctionAssignment | None = None
-    if item.delegated_from_assignment_id is not None:
-        base = _get_tenant_row(session, IdmOrganizationFunctionAssignment, item.delegated_from_assignment_id, tenant_id, "Delegated function assignment")
-        if not base.is_active:
-            raise _invalid("Delegation source assignment must be active.")
-        if base.function_id != item.function_id:
-            raise _invalid("Delegated and acting-for assignments must use the same organization function as the source assignment.")
 
+def _assignment_source_assignment(
+    session: Session,
+    item: IdmOrganizationFunctionAssignment,
+    *,
+    tenant_id: str,
+) -> IdmOrganizationFunctionAssignment | None:
+    if item.delegated_from_assignment_id is None:
+        return None
+    base = _get_tenant_row(session, IdmOrganizationFunctionAssignment, item.delegated_from_assignment_id, tenant_id, "Delegated function assignment")
+    if not base.is_active:
+        raise _invalid("Delegation source assignment must be active.")
+    if base.function_id != item.function_id:
+        raise _invalid("Delegated and acting-for assignments must use the same organization function as the source assignment.")
+    return base
+
+
+def _ensure_assignment_source_rules(
+    item: IdmOrganizationFunctionAssignment,
+    *,
+    function: OrganizationFunctionRef,
+    base: IdmOrganizationFunctionAssignment | None,
+    account_linked_to_identity: Callable[[str, str], bool],
+) -> None:
     if item.source == "delegated":
-        if base is None:
-            raise _invalid("Delegated assignments require a source assignment.")
-        if not function.delegable:
-            raise _invalid("This organization function does not allow delegation.")
-        if item.acting_for_account_id is not None:
-            raise _invalid("Delegated assignments cannot set an acting-for account.")
-        if item.identity_id == base.identity_id and (item.account_id or "") == (base.account_id or ""):
-            raise _invalid("A delegated assignment must target another identity or account.")
-    elif item.source == "acting_for":
-        if base is None:
-            raise _invalid("Acting-for assignments require a source assignment.")
-        if not function.act_in_place_allowed:
-            raise _invalid("This organization function does not allow acting in place.")
-        if item.acting_for_account_id is None:
-            raise _invalid("Acting-for assignments require an acting-for account.")
-        if base.account_id is not None:
-            if item.acting_for_account_id != base.account_id:
-                raise _invalid("Acting-for account must match the source assignment account.")
-        elif not _account_linked_to_identity(session, base.identity_id, item.acting_for_account_id):
-            raise _invalid("Acting-for account must belong to the source assignment identity.")
-        if item.account_id == item.acting_for_account_id:
-            raise _invalid("The acting account and acting-for account must be different.")
-    else:
-        if item.delegated_from_assignment_id is not None:
-            raise _invalid("Only delegated or acting-for assignments can reference a source assignment.")
-        if item.acting_for_account_id is not None:
-            raise _invalid("Only acting-for assignments can set an acting-for account.")
+        _ensure_delegated_assignment(item, function=function, base=base)
+        return
+    if item.source == "acting_for":
+        _ensure_acting_for_assignment(item, function=function, base=base, account_linked_to_identity=account_linked_to_identity)
+        return
+    _ensure_direct_assignment_shape(item)
+
+
+def _ensure_delegated_assignment(
+    item: IdmOrganizationFunctionAssignment,
+    *,
+    function: OrganizationFunctionRef,
+    base: IdmOrganizationFunctionAssignment | None,
+) -> None:
+    if base is None:
+        raise _invalid("Delegated assignments require a source assignment.")
+    if not function.delegable:
+        raise _invalid("This organization function does not allow delegation.")
+    if item.acting_for_account_id is not None:
+        raise _invalid("Delegated assignments cannot set an acting-for account.")
+    if item.identity_id == base.identity_id and (item.account_id or "") == (base.account_id or ""):
+        raise _invalid("A delegated assignment must target another identity or account.")
+
+
+def _ensure_acting_for_assignment(
+    item: IdmOrganizationFunctionAssignment,
+    *,
+    function: OrganizationFunctionRef,
+    base: IdmOrganizationFunctionAssignment | None,
+    account_linked_to_identity: Callable[[str, str], bool],
+) -> None:
+    if base is None:
+        raise _invalid("Acting-for assignments require a source assignment.")
+    if not function.act_in_place_allowed:
+        raise _invalid("This organization function does not allow acting in place.")
+    if item.acting_for_account_id is None:
+        raise _invalid("Acting-for assignments require an acting-for account.")
+    if base.account_id is not None and item.acting_for_account_id != base.account_id:
+        raise _invalid("Acting-for account must match the source assignment account.")
+    if base.account_id is None and not account_linked_to_identity(base.identity_id, item.acting_for_account_id):
+        raise _invalid("Acting-for account must belong to the source assignment identity.")
+    if item.account_id == item.acting_for_account_id:
+        raise _invalid("The acting account and acting-for account must be different.")
+
+
+def _ensure_direct_assignment_shape(item: IdmOrganizationFunctionAssignment) -> None:
+    if item.delegated_from_assignment_id is not None:
+        raise _invalid("Only delegated or acting-for assignments can reference a source assignment.")
+    if item.acting_for_account_id is not None:
+        raise _invalid("Only acting-for assignments can set an acting-for account.")
 
 
 def _requires_assignment_change_request(session: Session, tenant_id: str) -> bool:
@@ -383,9 +488,9 @@ def create_organization_function_assignment(
 ) -> OrganizationFunctionAssignmentItem:
     tenant_id = _tenant_id(principal)
     approval, target, _value = _ensure_assignment_change_allowed(session, principal, tenant_id=tenant_id, operation="created", payload=payload)
-    _ensure_identity(session, payload.identity_id)
-    _ensure_account_link(session, payload.identity_id, payload.account_id)
-    function = _get_tenant_row(session, OrganizationFunction, payload.function_id, tenant_id, "Organization function")
+    _ensure_identity(payload.identity_id)
+    _ensure_account_link(payload.identity_id, payload.account_id)
+    function = _organization_function(payload.function_id, tenant_id)
     item = IdmOrganizationFunctionAssignment(
         tenant_id=tenant_id,
         identity_id=payload.identity_id,
@@ -435,7 +540,7 @@ def update_organization_function_assignment(
     if "function_id" in payload.model_fields_set:
         if payload.function_id is None:
             raise _invalid("Function is required.")
-        function = _get_tenant_row(session, OrganizationFunction, payload.function_id, tenant_id, "Organization function")
+        function = _organization_function(payload.function_id, tenant_id)
         item.function_id = function.id
         item.organization_unit_id = function.organization_unit_id
     identity_id = payload.identity_id if "identity_id" in payload.model_fields_set else item.identity_id
@@ -443,9 +548,9 @@ def update_organization_function_assignment(
     if "identity_id" in payload.model_fields_set:
         if payload.identity_id is None:
             raise _invalid("Identity is required.")
-        _ensure_identity(session, payload.identity_id)
+        _ensure_identity(payload.identity_id)
         item.identity_id = payload.identity_id
-    _ensure_account_link(session, identity_id, account_id)
+    _ensure_account_link(identity_id, account_id)
     if "source" in payload.model_fields_set and payload.source is None:
         raise _invalid("Assignment source is required.")
     if "applies_to_subunits" in payload.model_fields_set and payload.applies_to_subunits is None:
@@ -492,53 +597,25 @@ def list_organization_identity_candidates(
     session: Session = Depends(get_session),
     principal: ApiPrincipal = Depends(require_any_scope(*ORGANIZATION_IDENTITY_READ_SCOPES)),
 ) -> OrganizationIdentityCandidateList:
-    del principal
-    identity_query = session.query(Identity)
-    if not include_inactive:
-        identity_query = identity_query.filter(Identity.is_active.is_(True))
-    if query:
-        pattern = f"%{query.strip().casefold()}%"
-        matching_account_links = session.query(IdentityAccountLink.identity_id).filter(
-            func.lower(IdentityAccountLink.account_id).like(pattern)
-        )
-        identity_query = identity_query.filter(
-            or_(
-                func.lower(Identity.id).like(pattern),
-                func.lower(Identity.display_name).like(pattern),
-                func.lower(Identity.external_subject).like(pattern),
-                Identity.id.in_(matching_account_links),
-            )
-        )
-
-    identities = identity_query.order_by(Identity.display_name.asc(), Identity.id.asc()).limit(limit).all()
-    identity_ids = [identity.id for identity in identities]
-    links_by_identity: dict[str, list[IdentityAccountLink]] = {identity_id: [] for identity_id in identity_ids}
-    if identity_ids:
-        links = (
-            session.query(IdentityAccountLink)
-            .filter(IdentityAccountLink.identity_id.in_(identity_ids))
-            .order_by(IdentityAccountLink.is_primary.desc(), IdentityAccountLink.account_id.asc())
-            .all()
-        )
-        for link in links:
-            links_by_identity.setdefault(link.identity_id, []).append(link)
+    del session, principal
+    identities = _identity_search().search_identities(
+        query,
+        include_inactive=include_inactive,
+        limit=limit,
+    )
 
     return OrganizationIdentityCandidateList(
-        identities=[
-            _identity_candidate(identity, links_by_identity.get(identity.id, []))
-            for identity in identities
-        ]
+        identities=[_identity_candidate(identity) for identity in identities]
     )
 
 
-def _identity_candidate(identity: Identity, links: list[IdentityAccountLink]) -> OrganizationIdentityCandidate:
-    primary_link = next((link for link in links if link.is_primary), None)
+def _identity_candidate(identity: IdentityRef) -> OrganizationIdentityCandidate:
     return OrganizationIdentityCandidate(
         id=identity.id,
         display_name=identity.display_name,
         external_subject=identity.external_subject,
         source=identity.source,
-        primary_account_id=primary_link.account_id if primary_link is not None else None,
-        account_ids=[link.account_id for link in links],
-        status="active" if identity.is_active else "inactive",
+        primary_account_id=identity.primary_account_id,
+        account_ids=list(identity.account_ids),
+        status=identity.status,
     )

src/govoplan_idm/backend/directory.py

@@ -2,12 +2,12 @@ from __future__ import annotations
 
 from sqlalchemy import or_
 
+from govoplan_core.core.identity import IdentityDirectory
 from govoplan_core.core.idm import IdmDirectory, OrganizationFunctionAssignmentRef
+from govoplan_core.core.organizations import OrganizationDirectory
 from govoplan_core.db.session import get_database
 from govoplan_core.security.time import utc_now
-from govoplan_identity.backend.db.models import IdentityAccountLink
 from govoplan_idm.backend.db.models import IdmOrganizationFunctionAssignment
-from govoplan_organizations.backend.db.models import OrganizationFunction
 
 
 def _status(active: bool) -> str:
@@ -33,6 +33,10 @@ def _assignment_ref(item: IdmOrganizationFunctionAssignment) -> OrganizationFunc
 
 
 class SqlIdmDirectory(IdmDirectory):
+    def __init__(self, *, identities: IdentityDirectory, organizations: OrganizationDirectory) -> None:
+        self._identities = identities
+        self._organizations = organizations
+
     def get_organization_function_assignment(self, assignment_id: str) -> OrganizationFunctionAssignmentRef | None:
         with get_database().session() as session:
             item = session.get(IdmOrganizationFunctionAssignment, assignment_id)
@@ -52,13 +56,7 @@ class SqlIdmDirectory(IdmDirectory):
         *,
         tenant_id: str | None = None,
     ) -> tuple[OrganizationFunctionAssignmentRef, ...]:
-        with get_database().session() as session:
-            identity_ids = [
-                row[0]
-                for row in session.query(IdentityAccountLink.identity_id)
-                .filter(IdentityAccountLink.account_id == account_id)
-                .all()
-            ]
+        identity_ids = [identity.id for identity in self._identities.identities_for_accounts((account_id,))]
         if not identity_ids:
             return ()
         return self._assignments_for_identity_ids(identity_ids=tuple(identity_ids), tenant_id=tenant_id, account_id=account_id)
@@ -76,11 +74,9 @@ class SqlIdmDirectory(IdmDirectory):
         with get_database().session() as session:
             query = (
                 session.query(IdmOrganizationFunctionAssignment)
-                .join(OrganizationFunction, OrganizationFunction.id == IdmOrganizationFunctionAssignment.function_id)
                 .filter(
                     IdmOrganizationFunctionAssignment.identity_id.in_(identity_ids),
                     IdmOrganizationFunctionAssignment.is_active.is_(True),
-                    OrganizationFunction.is_active.is_(True),
                     or_(IdmOrganizationFunctionAssignment.valid_from.is_(None), IdmOrganizationFunctionAssignment.valid_from <= now),
                     or_(IdmOrganizationFunctionAssignment.valid_until.is_(None), IdmOrganizationFunctionAssignment.valid_until > now),
                 )
@@ -90,4 +86,44 @@ class SqlIdmDirectory(IdmDirectory):
                 query = query.filter(or_(IdmOrganizationFunctionAssignment.account_id.is_(None), IdmOrganizationFunctionAssignment.account_id == account_id))
             if tenant_id is not None:
                 query = query.filter(IdmOrganizationFunctionAssignment.tenant_id == tenant_id)
-            return tuple(_assignment_ref(item) for item in query.all())
+            items = query.all()
+            source_ids = {
+                item.delegated_from_assignment_id
+                for item in items
+                if item.source in {"delegated", "acting_for"}
+                and item.delegated_from_assignment_id is not None
+            }
+            effective_sources = (
+                session.query(IdmOrganizationFunctionAssignment)
+                .filter(
+                    IdmOrganizationFunctionAssignment.id.in_(source_ids),
+                    IdmOrganizationFunctionAssignment.is_active.is_(True),
+                    or_(
+                        IdmOrganizationFunctionAssignment.valid_from.is_(None),
+                        IdmOrganizationFunctionAssignment.valid_from <= now,
+                    ),
+                    or_(
+                        IdmOrganizationFunctionAssignment.valid_until.is_(None),
+                        IdmOrganizationFunctionAssignment.valid_until > now,
+                    ),
+                )
+                .all()
+                if source_ids
+                else ()
+            )
+            effective_sources_by_id = {item.id: item for item in effective_sources}
+            active_items: list[IdmOrganizationFunctionAssignment] = []
+            for item in items:
+                if item.source in {"delegated", "acting_for"}:
+                    source = effective_sources_by_id.get(item.delegated_from_assignment_id or "")
+                    if (
+                        source is None
+                        or source.tenant_id != item.tenant_id
+                        or source.function_id != item.function_id
+                    ):
+                        continue
+                function = self._organizations.get_function(item.function_id)
+                if function is None or function.status != "active" or function.tenant_id != item.tenant_id:
+                    continue
+                active_items.append(item)
+            return tuple(_assignment_ref(item) for item in active_items)

src/govoplan_idm/backend/manifest.py

@@ -3,7 +3,10 @@ from __future__ import annotations
 from pathlib import Path
 
 from govoplan_core.core.access import CAPABILITY_AUTH_PERMISSION_EVALUATOR, CAPABILITY_AUTH_PRINCIPAL_RESOLVER
+from govoplan_core.core.identity import CAPABILITY_IDENTITY_DIRECTORY, CAPABILITY_IDENTITY_SEARCH, IdentityDirectory
 from govoplan_core.core.idm import CAPABILITY_IDM_DIRECTORY
+from govoplan_core.core.organizations import CAPABILITY_ORGANIZATION_DIRECTORY, OrganizationDirectory
+from govoplan_core.core.views import ViewSurface
 from govoplan_core.core.module_guards import persistent_table_uninstall_guard
 from govoplan_core.core.modules import (
     DocumentationTopic,
@@ -93,19 +96,30 @@ def _route_factory(context: ModuleContext):
 
 
 def _idm_directory(context: ModuleContext) -> object:
-    del context
     from govoplan_idm.backend.directory import SqlIdmDirectory
 
-    return SqlIdmDirectory()
+    identities = context.registry.require_capability(CAPABILITY_IDENTITY_DIRECTORY)
+    organizations = context.registry.require_capability(CAPABILITY_ORGANIZATION_DIRECTORY)
+    if not isinstance(identities, IdentityDirectory):
+        raise RuntimeError(f"Invalid capability: {CAPABILITY_IDENTITY_DIRECTORY}")
+    if not isinstance(organizations, OrganizationDirectory):
+        raise RuntimeError(f"Invalid capability: {CAPABILITY_ORGANIZATION_DIRECTORY}")
+    return SqlIdmDirectory(identities=identities, organizations=organizations)
 
 
 manifest = ModuleManifest(
     id="idm",
     name="IDM",
-    version="0.1.6",
+    version="0.1.8",
     dependencies=("identity", "organizations"),
     optional_dependencies=("access", "audit"),
-    required_capabilities=(CAPABILITY_AUTH_PRINCIPAL_RESOLVER, CAPABILITY_AUTH_PERMISSION_EVALUATOR),
+    required_capabilities=(
+        CAPABILITY_AUTH_PRINCIPAL_RESOLVER,
+        CAPABILITY_AUTH_PERMISSION_EVALUATOR,
+        CAPABILITY_IDENTITY_DIRECTORY,
+        CAPABILITY_IDENTITY_SEARCH,
+        CAPABILITY_ORGANIZATION_DIRECTORY,
+    ),
     permissions=PERMISSIONS,
     role_templates=ROLE_TEMPLATES,
     route_factory=_route_factory,
@@ -115,6 +129,15 @@ manifest = ModuleManifest(
         package_name="@govoplan/idm-webui",
         routes=(FrontendRoute(path="/idm", component="IdmPage", required_any=IDM_READ_SCOPES, order=72),),
         nav_items=(NavItem(path="/idm", label="IDM", icon="users", required_any=IDM_READ_SCOPES, order=72),),
+        view_surfaces=(
+            ViewSurface(
+                id="idm.action.view-function-assignments",
+                module_id="idm",
+                kind="action",
+                label="View function assignments",
+                order=40,
+            ),
+        ),
     ),
     migration_spec=MigrationSpec(
         module_id="idm",

src/govoplan_idm/backend/migrations/dev_versions/__init__.py

@@ -0,0 +1 @@
+"""IDM migration revisions."""

src/govoplan_idm/backend/migrations/versions/8f9a0b1c2d3e_v017_idm_baseline.py

@@ -0,0 +1,65 @@
+"""v0.1.7 idm baseline
+
+Revision ID: 8f9a0b1c2d3e
+Revises: None
+Create Date: 2026-07-11 00:00:00.000000
+"""
+from __future__ import annotations
+
+from alembic import op
+import sqlalchemy as sa
+
+
+revision = '8f9a0b1c2d3e'
+down_revision = None
+branch_labels = None
+depends_on = ('5c6d7e8f9a10', '6d7e8f9a0b1c')
+
+
+def upgrade() -> None:
+    op.create_table('idm_tenant_settings',
+    sa.Column('tenant_id', sa.String(length=36), nullable=False),
+    sa.Column('require_assignment_change_requests', sa.Boolean(), nullable=False),
+    sa.Column('audit_detail_level', sa.String(length=20), nullable=False),
+    sa.Column('change_retention_days', sa.Integer(), nullable=True),
+    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('tenant_id', name=op.f('pk_idm_tenant_settings'))
+    )
+    op.create_table('idm_organization_function_assignments',
+    sa.Column('id', sa.String(length=36), nullable=False),
+    sa.Column('tenant_id', sa.String(length=36), nullable=False),
+    sa.Column('identity_id', sa.String(length=36), nullable=False),
+    sa.Column('account_id', sa.String(length=36), nullable=True),
+    sa.Column('function_id', sa.String(length=36), nullable=False),
+    sa.Column('organization_unit_id', sa.String(length=36), nullable=False),
+    sa.Column('applies_to_subunits', sa.Boolean(), nullable=False),
+    sa.Column('source', sa.String(length=50), nullable=False),
+    sa.Column('delegated_from_assignment_id', sa.String(length=36), nullable=True),
+    sa.Column('acting_for_account_id', sa.String(length=36), nullable=True),
+    sa.Column('valid_from', sa.DateTime(timezone=True), nullable=True),
+    sa.Column('valid_until', sa.DateTime(timezone=True), nullable=True),
+    sa.Column('is_active', 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.ForeignKeyConstraint(['delegated_from_assignment_id'], ['idm_organization_function_assignments.id'], name=op.f('fk_idm_organization_function_assignments_delegated_from_assignment_id_idm_organization_function_assignments'), ondelete='SET NULL'),
+    sa.ForeignKeyConstraint(['function_id'], ['organizations_functions.id'], name=op.f('fk_idm_organization_function_assignments_function_id_organizations_functions'), ondelete='CASCADE'),
+    sa.ForeignKeyConstraint(['identity_id'], ['identity_identities.id'], name=op.f('fk_idm_organization_function_assignments_identity_id_identity_identities'), ondelete='CASCADE'),
+    sa.ForeignKeyConstraint(['organization_unit_id'], ['organizations_units.id'], name=op.f('fk_idm_organization_function_assignments_organization_unit_id_organizations_units'), ondelete='CASCADE'),
+    sa.PrimaryKeyConstraint('id', name=op.f('pk_idm_organization_function_assignments')),
+    sa.UniqueConstraint('tenant_id', 'identity_id', 'function_id', 'organization_unit_id', name='uq_idm_org_function_assignments_identity_scope')
+    )
+    op.create_index(op.f('ix_idm_organization_function_assignments_account_id'), 'idm_organization_function_assignments', ['account_id'], unique=False)
+    op.create_index(op.f('ix_idm_organization_function_assignments_acting_for_account_id'), 'idm_organization_function_assignments', ['acting_for_account_id'], unique=False)
+    op.create_index(op.f('ix_idm_organization_function_assignments_delegated_from_assignment_id'), 'idm_organization_function_assignments', ['delegated_from_assignment_id'], unique=False)
+    op.create_index(op.f('ix_idm_organization_function_assignments_function_id'), 'idm_organization_function_assignments', ['function_id'], unique=False)
+    op.create_index(op.f('ix_idm_organization_function_assignments_identity_id'), 'idm_organization_function_assignments', ['identity_id'], unique=False)
+    op.create_index(op.f('ix_idm_organization_function_assignments_organization_unit_id'), 'idm_organization_function_assignments', ['organization_unit_id'], unique=False)
+    op.create_index(op.f('ix_idm_organization_function_assignments_tenant_id'), 'idm_organization_function_assignments', ['tenant_id'], unique=False)
+
+
+def downgrade() -> None:
+    op.drop_table('idm_organization_function_assignments')
+    op.drop_table('idm_tenant_settings')

tests/test_assignment_workflow.py

@@ -0,0 +1,132 @@
+from __future__ import annotations
+
+import unittest
+from datetime import datetime, timedelta, timezone
+from types import SimpleNamespace
+
+from fastapi import HTTPException
+
+from govoplan_idm.backend.api.v1.routes import _ensure_assignment_shape, _ensure_assignment_source_rules
+
+
+def assignment(**overrides: object) -> SimpleNamespace:
+    values = {
+        "id": "assignment-1",
+        "identity_id": "identity-1",
+        "account_id": "account-1",
+        "function_id": "function-1",
+        "source": "direct",
+        "delegated_from_assignment_id": None,
+        "acting_for_account_id": None,
+        "valid_from": None,
+        "valid_until": None,
+    }
+    values.update(overrides)
+    return SimpleNamespace(**values)
+
+
+def function(**overrides: object) -> SimpleNamespace:
+    values = {"delegable": True, "act_in_place_allowed": True}
+    values.update(overrides)
+    return SimpleNamespace(**values)
+
+
+class AssignmentWorkflowTests(unittest.TestCase):
+    def assert_invalid(self, expected_detail: str, callback: object) -> None:
+        with self.assertRaises(HTTPException) as captured:
+            callback()
+        self.assertEqual(captured.exception.detail, expected_detail)
+
+    def test_direct_assignment_accepts_plain_shape(self) -> None:
+        item = assignment()
+
+        _ensure_assignment_shape(item)  # type: ignore[arg-type]
+        _ensure_assignment_source_rules(  # type: ignore[arg-type]
+            item,
+            function=function(),
+            base=None,
+            account_linked_to_identity=lambda _identity_id, _account_id: False,
+        )
+
+    def test_shape_rejects_backwards_validity_window(self) -> None:
+        now = datetime.now(timezone.utc)
+        item = assignment(valid_from=now, valid_until=now - timedelta(days=1))
+
+        self.assert_invalid("Valid until must be after valid from.", lambda: _ensure_assignment_shape(item))  # type: ignore[arg-type]
+
+    def test_shape_rejects_self_delegation(self) -> None:
+        item = assignment(id="assignment-1", delegated_from_assignment_id="assignment-1")
+
+        self.assert_invalid("A function assignment cannot delegate from itself.", lambda: _ensure_assignment_shape(item))  # type: ignore[arg-type]
+
+    def test_delegated_assignment_accepts_different_target(self) -> None:
+        base = assignment(id="source-1", identity_id="identity-1", account_id="account-1")
+        item = assignment(
+            id="assignment-2",
+            identity_id="identity-2",
+            account_id="account-2",
+            source="delegated",
+            delegated_from_assignment_id="source-1",
+        )
+
+        _ensure_assignment_source_rules(  # type: ignore[arg-type]
+            item,
+            function=function(delegable=True),
+            base=base,
+            account_linked_to_identity=lambda _identity_id, _account_id: False,
+        )
+
+    def test_delegated_assignment_rejects_same_target(self) -> None:
+        base = assignment(id="source-1", identity_id="identity-1", account_id="account-1")
+        item = assignment(source="delegated", delegated_from_assignment_id="source-1")
+
+        self.assert_invalid(
+            "A delegated assignment must target another identity or account.",
+            lambda: _ensure_assignment_source_rules(  # type: ignore[arg-type]
+                item,
+                function=function(delegable=True),
+                base=base,
+                account_linked_to_identity=lambda _identity_id, _account_id: False,
+            ),
+        )
+
+    def test_acting_for_assignment_accepts_identity_linked_account(self) -> None:
+        base = assignment(id="source-1", identity_id="identity-1", account_id=None)
+        item = assignment(
+            id="assignment-2",
+            source="acting_for",
+            delegated_from_assignment_id="source-1",
+            account_id="acting-account",
+            acting_for_account_id="represented-account",
+        )
+
+        _ensure_assignment_source_rules(  # type: ignore[arg-type]
+            item,
+            function=function(act_in_place_allowed=True),
+            base=base,
+            account_linked_to_identity=lambda identity_id, account_id: identity_id == "identity-1" and account_id == "represented-account",
+        )
+
+    def test_acting_for_assignment_rejects_unlinked_represented_account(self) -> None:
+        base = assignment(id="source-1", identity_id="identity-1", account_id=None)
+        item = assignment(
+            id="assignment-2",
+            source="acting_for",
+            delegated_from_assignment_id="source-1",
+            account_id="acting-account",
+            acting_for_account_id="represented-account",
+        )
+
+        self.assert_invalid(
+            "Acting-for account must belong to the source assignment identity.",
+            lambda: _ensure_assignment_source_rules(  # type: ignore[arg-type]
+                item,
+                function=function(act_in_place_allowed=True),
+                base=base,
+                account_linked_to_identity=lambda _identity_id, _account_id: False,
+            ),
+        )
+
+
+if __name__ == "__main__":
+    unittest.main()

tests/test_directory.py

@@ -0,0 +1,138 @@
+from __future__ import annotations
+
+import unittest
+from datetime import datetime, timedelta, timezone
+
+from govoplan_core.core.identity import IdentityAccountLinkRef, IdentityRef
+from govoplan_core.core.organizations import OrganizationFunctionRef
+from govoplan_core.db.base import Base
+from govoplan_core.db.session import configure_database, reset_database
+from govoplan_identity.backend.db import models as identity_models  # noqa: F401 - resolve assignment foreign keys
+from govoplan_idm.backend.db.models import IdmOrganizationFunctionAssignment
+from govoplan_idm.backend.directory import SqlIdmDirectory
+from govoplan_organizations.backend.db import models as organization_models  # noqa: F401 - resolve assignment foreign keys
+
+
+class StubIdentityDirectory:
+    def get_identity(self, identity_id: str) -> IdentityRef | None:
+        return None
+
+    def identity_for_account(self, account_id: str) -> IdentityRef | None:
+        return None
+
+    def identities_for_accounts(self, account_ids: tuple[str, ...]) -> tuple[IdentityRef, ...]:
+        return ()
+
+    def accounts_for_identity(self, identity_id: str) -> tuple[IdentityAccountLinkRef, ...]:
+        return ()
+
+
+class StubOrganizationDirectory:
+    def get_function(self, function_id: str) -> OrganizationFunctionRef | None:
+        return OrganizationFunctionRef(
+            id=function_id,
+            tenant_id="tenant-1",
+            organization_unit_id="unit-1",
+            slug=function_id,
+            name=function_id,
+            status="active",
+        )
+
+    def get_organization_unit(self, organization_unit_id: str):
+        return None
+
+    def organization_units_for_tenant(self, tenant_id: str):
+        return ()
+
+    def functions_for_organization_unit(self, organization_unit_id: str, *, include_subunits: bool = False):
+        return ()
+
+
+class IdmDirectoryDelegationTests(unittest.TestCase):
+    def setUp(self) -> None:
+        self.database = configure_database("sqlite:///:memory:")
+        Base.metadata.create_all(
+            self.database.engine,
+            tables=[IdmOrganizationFunctionAssignment.__table__],
+        )
+        self.directory = SqlIdmDirectory(
+            identities=StubIdentityDirectory(),  # type: ignore[arg-type]
+            organizations=StubOrganizationDirectory(),  # type: ignore[arg-type]
+        )
+
+    def tearDown(self) -> None:
+        reset_database(dispose=True)
+
+    def _source_and_child(
+        self,
+        *,
+        case: str,
+        child_source: str = "delegated",
+        source_tenant_id: str = "tenant-1",
+        source_function_id: str = "function-1",
+        source_is_active: bool = True,
+        source_valid_from: datetime | None = None,
+        source_valid_until: datetime | None = None,
+    ) -> tuple[IdmOrganizationFunctionAssignment, IdmOrganizationFunctionAssignment]:
+        source = IdmOrganizationFunctionAssignment(
+            id=f"source-{case}",
+            tenant_id=source_tenant_id,
+            identity_id=f"source-identity-{case}",
+            function_id=source_function_id,
+            organization_unit_id="unit-1",
+            source="direct",
+            is_active=source_is_active,
+            valid_from=source_valid_from,
+            valid_until=source_valid_until,
+            settings={},
+        )
+        child = IdmOrganizationFunctionAssignment(
+            id=f"child-{case}",
+            tenant_id="tenant-1",
+            identity_id=f"target-identity-{case}",
+            function_id="function-1",
+            organization_unit_id="unit-1",
+            source=child_source,
+            delegated_from_assignment_id=source.id,
+            acting_for_account_id="represented-account" if child_source == "acting_for" else None,
+            is_active=True,
+            settings={},
+        )
+        return source, child
+
+    def test_effective_delegations_require_a_current_matching_source(self) -> None:
+        now = datetime.now(timezone.utc)
+        cases = (
+            self._source_and_child(case="valid"),
+            self._source_and_child(case="acting", child_source="acting_for"),
+            self._source_and_child(case="revoked", source_is_active=False),
+            self._source_and_child(case="expired", source_valid_until=now - timedelta(days=1)),
+            self._source_and_child(case="future", source_valid_from=now + timedelta(days=1)),
+            self._source_and_child(case="wrong-tenant", source_tenant_id="tenant-2"),
+            self._source_and_child(case="wrong-function", source_function_id="function-2"),
+        )
+        with self.database.session() as session:
+            for source, child in cases:
+                session.add_all((source, child))
+            session.commit()
+
+        expected = {
+            "valid": ("child-valid",),
+            "acting": ("child-acting",),
+            "revoked": (),
+            "expired": (),
+            "future": (),
+            "wrong-tenant": (),
+            "wrong-function": (),
+        }
+        for case, expected_ids in expected.items():
+            with self.subTest(case=case):
+                assignments = self.directory.organization_function_assignments_for_identity(
+                    f"target-identity-{case}",
+                    tenant_id="tenant-1",
+                )
+                self.assertEqual(expected_ids, tuple(item.id for item in assignments))
+
+
+if __name__ == "__main__":
+    unittest.main()

webui/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@govoplan/idm-webui",
-  "version": "0.1.6",
+  "version": "0.1.8",
   "private": true,
   "type": "module",
   "main": "src/index.ts",
@@ -14,7 +14,7 @@
     "./styles/idm.css": "./src/styles/idm.css"
   },
   "peerDependencies": {
-    "@govoplan/core-webui": "^0.1.6",
+    "@govoplan/core-webui": "^0.1.9",
     "@vitejs/plugin-react": "^4.3.4",
     "lucide-react": "^1.23.0",
     "react": "^19.0.0",

webui/src/features/IdmPage.tsx

@@ -1,15 +1,20 @@
-import { useCallback, useEffect, useMemo, useState, type FormEvent } from "react";
-import { Edit3, RefreshCw, Save, XCircle } from "lucide-react";
+import { useCallback, useEffect, useMemo, useRef, useState, type FormEvent } from "react";
+import { Edit3, Plus, RefreshCw } from "lucide-react";
 import {
+  AdminIconButton,
   ApiError,
   Button,
   Card,
   DataGrid,
+  Dialog,
   DismissibleAlert,
   FormField,
   LoadingFrame,
+  PageScrollViewport,
   PageTitle,
   StatusBadge,
+  TableActionGroup,
+  ToggleSwitch,
   hasScope,
   useUnsavedDraftGuard,
   type ApiSettings,
@@ -219,6 +224,15 @@ function sourceLabel(value: string): string {
   return SOURCE_OPTIONS.find((item) => item.value === value)?.label ?? value;
 }
 
+function idmInitialQuery(): { assignmentId: string; functionId: string } {
+  if (typeof window === "undefined") return { assignmentId: "", functionId: "" };
+  const params = new URLSearchParams(window.location.search);
+  return {
+    assignmentId: params.get("assignment_id") || "",
+    functionId: params.get("function_id") || ""
+  };
+}
+
 export default function IdmPage({ settings, auth }: IdmPageProps) {
   const [model, setModel] = useState<OrganizationModel>(EMPTY_MODEL);
   const [assignments, setAssignments] = useState<OrganizationFunctionAssignmentItem[]>([]);
@@ -233,10 +247,14 @@ export default function IdmPage({ settings, auth }: IdmPageProps) {
   const [assignmentDraft, setAssignmentDraft] = useState<AssignmentDraft>(() => emptyAssignmentDraft());
   const [settingsDraft, setSettingsDraft] = useState<SettingsDraft>(() => settingsDraftFrom(null));
   const [editingAssignmentId, setEditingAssignmentId] = useState<string | null>(null);
+  const [assignmentEditorOpen, setAssignmentEditorOpen] = useState(false);
+  const [assignmentChangeRequestId, setAssignmentChangeRequestId] = useState("");
   const [loading, setLoading] = useState(true);
   const [busy, setBusy] = useState(false);
   const [error, setError] = useState("");
   const [success, setSuccess] = useState("");
+  const initialQuery = useMemo(() => idmInitialQuery(), []);
+  const appliedInitialQueryRef = useRef(false);
 
   const canManage = hasScope(auth, "idm:organization_assignment:write") || hasScope(auth, "organizations:function:assign");
   const canSearchIdentities = canManage || hasScope(auth, "idm:organization_identity:read") || hasScope(auth, "admin:users:read");
@@ -286,11 +304,8 @@ export default function IdmPage({ settings, auth }: IdmPageProps) {
     if (assignmentDraft.acting_for_account_id) values.add(assignmentDraft.acting_for_account_id);
     return Array.from(values).sort((left, right) => left.localeCompare(right));
   }, [actingForOptionById, actingForOptions, assignmentDraft.acting_for_account_id, identityOptionById, sourceAssignment]);
-  const initialFunctionFilter = useMemo(() => {
-    if (typeof window === "undefined") return "";
-    return new URLSearchParams(window.location.search).get("function_id") || "";
-  }, []);
-  const hasDirtyAssignmentDraft = isAssignmentDirty(assignmentDraft);
+  const initialFunctionFilter = initialQuery.functionId;
+  const hasDirtyAssignmentDraft = assignmentEditorOpen && isAssignmentDirty(assignmentDraft);
   const hasDirtySettingsDraft = canReadSettings && isSettingsDirty(settingsDraft, idmSettings);
   const hasDirtyDraft = hasDirtyAssignmentDraft || hasDirtySettingsDraft;
 
@@ -307,8 +322,14 @@ export default function IdmPage({ settings, auth }: IdmPageProps) {
       setAssignments(nextAssignments.assignments);
       setIdmSettings(nextSettings);
       if (nextSettings) setSettingsDraft(settingsDraftFrom(nextSettings));
-      if (initialFunctionFilter && nextModel.functions.some((item) => item.id === initialFunctionFilter)) {
-        setAssignmentDraft((draft) => draft.function_id ? draft : { ...draft, function_id: initialFunctionFilter });
+      if (!appliedInitialQueryRef.current && initialQuery.assignmentId) {
+        const initialAssignment = nextAssignments.assignments.find((item) => item.id === initialQuery.assignmentId);
+        if (initialAssignment) {
+          appliedInitialQueryRef.current = true;
+          setEditingAssignmentId(initialAssignment.id);
+          setAssignmentDraft(assignmentDraftFrom(initialAssignment));
+          setAssignmentEditorOpen(true);
+        }
       }
       if (canSearchIdentities) {
         try {
@@ -326,7 +347,7 @@ export default function IdmPage({ settings, auth }: IdmPageProps) {
     } finally {
       setLoading(false);
     }
-  }, [canReadSettings, canSearchIdentities, initialFunctionFilter, settings]);
+  }, [canReadSettings, canSearchIdentities, initialFunctionFilter, initialQuery.assignmentId, settings]);
 
   useEffect(() => {
     void loadData();
@@ -393,6 +414,8 @@ export default function IdmPage({ settings, auth }: IdmPageProps) {
   const discardAssignmentDraft = useCallback(() => {
     setAssignmentDraft(emptyAssignmentDraft());
     setEditingAssignmentId(null);
+    setAssignmentEditorOpen(false);
+    setAssignmentChangeRequestId("");
   }, []);
 
   const discardDrafts = useCallback(() => {
@@ -427,14 +450,15 @@ export default function IdmPage({ settings, auth }: IdmPageProps) {
       setError("i18n:govoplan-idm.function_is_required.5cce5b41");
       return false;
     }
-    const payload = assignmentPayload(assignmentDraft);
+    const requestId = textOrNull(assignmentChangeRequestId);
+    const payload = requestId ? { ...assignmentPayload(assignmentDraft), change_request_id: requestId } : assignmentPayload(assignmentDraft);
     const ok = await runAction(
       () => editingAssignmentId ? patchOrganizationFunctionAssignment(settings, editingAssignmentId, payload) : createOrganizationFunctionAssignment(settings, payload),
       editingAssignmentId ? "i18n:govoplan-idm.assignment_updated.fbbf9bd6" : "i18n:govoplan-idm.assignment_added.91f1ee42"
     );
     if (ok) discardAssignmentDraft();
     return ok;
-  }, [assignmentDraft, canManage, discardAssignmentDraft, editingAssignmentId, runAction, settings]);
+  }, [assignmentChangeRequestId, assignmentDraft, canManage, discardAssignmentDraft, editingAssignmentId, runAction, settings]);
 
   const saveDrafts = useCallback(async (): Promise<boolean> => {
     if (hasDirtyAssignmentDraft && !(await submitAssignment())) return false;
@@ -450,15 +474,20 @@ export default function IdmPage({ settings, auth }: IdmPageProps) {
     message: "i18n:govoplan-core.this_page_has_unsaved_changes_save_them_before_l.419a9d8b"
   });
 
+  const openCreateAssignment = useCallback(() => {
+    setEditingAssignmentId(null);
+    setAssignmentDraft({ ...emptyAssignmentDraft(), function_id: initialFunctionFilter && functionById.has(initialFunctionFilter) ? initialFunctionFilter : "" });
+    setAssignmentChangeRequestId("");
+    setAssignmentEditorOpen(true);
+  }, [functionById, initialFunctionFilter]);
+
   const editAssignment = useCallback((item: OrganizationFunctionAssignmentItem) => {
     setEditingAssignmentId(item.id);
     setAssignmentDraft(assignmentDraftFrom(item));
+    setAssignmentChangeRequestId("");
+    setAssignmentEditorOpen(true);
   }, []);
 
-  const toggleAssignment = useCallback((item: OrganizationFunctionAssignmentItem) => {
-    void runAction(() => patchOrganizationFunctionAssignment(settings, item.id, { is_active: !item.is_active }));
-  }, [runAction, settings]);
-
   function onIdentityChange(identityId: string) {
     const identity = identityOptionById.get(identityId);
     setAssignmentDraft({
@@ -533,23 +562,15 @@ export default function IdmPage({ settings, auth }: IdmPageProps) {
     },
     {
       id: "actions",
-      header: "",
-      width: 220,
+      header: "Actions",
+      width: 72,
       sticky: "end",
-      render: (row) => (
-        <div className="idm-row-actions">
-          <Button type="button" variant="ghost" disabled={!canManage || busy} onClick={() => editAssignment(row)} title="i18n:govoplan-idm.edit.a5a0f3cc">
-            <Edit3 size={16} aria-hidden="true" /> i18n:govoplan-idm.edit.a5a0f3cc
-          </Button>
-          <Button type="button" variant={row.is_active ? "secondary" : "primary"} disabled={!canManage || busy} onClick={() => toggleAssignment(row)}>
-            {row.is_active ? "i18n:govoplan-idm.deactivate.585777c8" : "i18n:govoplan-idm.reactivate.e4871a43"}
-          </Button>
-        </div>
-      )
+      render: (row) => <TableActionGroup actions={[{ id: "edit", label: "i18n:govoplan-idm.edit.a5a0f3cc", icon: <Edit3 size={16} aria-hidden="true" />, disabled: !canManage || busy, onClick: () => editAssignment(row) }]} />
     }
   ];
 
   return (
+    <PageScrollViewport>
     <div className="content-pad idm-page">
       <div className="page-heading split idm-heading">
         <div>
@@ -560,16 +581,6 @@ export default function IdmPage({ settings, auth }: IdmPageProps) {
           <Button type="button" onClick={() => void loadData()} disabled={loading || busy} title="i18n:govoplan-idm.reload.870ca3ec">
             <RefreshCw size={16} aria-hidden="true" /> i18n:govoplan-idm.reload.870ca3ec
           </Button>
-          {hasDirtyDraft && (
-            <>
-              <Button type="button" onClick={() => void saveDrafts()} disabled={busy} title="i18n:govoplan-idm.save_drafts.32a0d60a">
-                <Save size={16} aria-hidden="true" /> i18n:govoplan-idm.save_drafts.32a0d60a
-              </Button>
-              <Button type="button" variant="ghost" onClick={discardDrafts} disabled={busy} title="i18n:govoplan-idm.discard_drafts.c0a86816">
-                <XCircle size={16} aria-hidden="true" /> i18n:govoplan-idm.discard_drafts.c0a86816
-              </Button>
-            </>
-          )}
         </div>
       </div>
 
@@ -578,109 +589,12 @@ export default function IdmPage({ settings, auth }: IdmPageProps) {
       {!canManage && <DismissibleAlert tone="warning" dismissible={false}>i18n:govoplan-idm.write_permission_required.c7dde7c6</DismissibleAlert>}
 
       <LoadingFrame loading={loading || busy} label="i18n:govoplan-idm.loading_idm_assignments.0b1501bd">
-        <div className="idm-layout">
-          <div className="idm-editor-stack">
-            <Card title="i18n:govoplan-idm.assignment_editor.e20598e7">
-              <form className="idm-form-grid" onSubmit={(event) => void submitAssignment(event)}>
-              <FormField label="i18n:govoplan-idm.identity_search.d3460fcf">
-                <input
-                  value={identitySearch}
-                  placeholder="i18n:govoplan-idm.search_identities.88a9ef15"
-                  disabled={!canSearchIdentities || busy}
-                  onChange={(event) => setIdentitySearch(event.target.value)}
-                />
-              </FormField>
-              <FormField label="i18n:govoplan-idm.select_identity.91d31615">
-                <select value={assignmentDraft.identity_id} disabled={!canManage || busy} onChange={(event) => onIdentityChange(event.target.value)}>
-                  <option value="">i18n:govoplan-idm.select_identity.91d31615</option>
-                  {identitySelectOptions.map((item) => (
-                    <option key={item.id} value={item.id}>{item.display_name || item.external_subject || item.id}</option>
-                  ))}
-                </select>
-              </FormField>
-              <FormField label="i18n:govoplan-idm.account.2b2936f8">
-                <select value={assignmentDraft.account_id} disabled={!canManage || busy} onChange={(event) => setAssignmentDraft({ ...assignmentDraft, account_id: event.target.value })}>
-                  <option value="">i18n:govoplan-idm.none.2baf5c66</option>
-                  {accountIds.map((accountId) => <option key={accountId} value={accountId}>{accountId}</option>)}
-                </select>
-              </FormField>
-              <FormField label="i18n:govoplan-idm.select_function.2bec86e0">
-                <select value={assignmentDraft.function_id} disabled={!canManage || busy} onChange={(event) => setAssignmentDraft({ ...assignmentDraft, function_id: event.target.value })}>
-                  <option value="">i18n:govoplan-idm.select_function.2bec86e0</option>
-                  {model.functions.map((item) => <option key={item.id} value={item.id}>{functionLabel(item, unitById)}</option>)}
-                </select>
-              </FormField>
-              <FormField label="i18n:govoplan-idm.source.d15b50c9">
-                <select value={assignmentDraft.source} disabled={!canManage || busy} onChange={(event) => onSourceChange(event.target.value)}>
-                  {SOURCE_OPTIONS.map((item) => <option key={item.value} value={item.value}>{item.label}</option>)}
-                </select>
-              </FormField>
-              {(assignmentDraft.source === "delegated" || assignmentDraft.source === "acting_for") && (
-                <FormField label="i18n:govoplan-idm.delegated_from_assignment_id.20d4a548">
-                  <select value={assignmentDraft.delegated_from_assignment_id} disabled={!canManage || busy} onChange={(event) => setAssignmentDraft({ ...assignmentDraft, delegated_from_assignment_id: event.target.value, acting_for_account_id: "" })}>
-                    <option value="">i18n:govoplan-idm.none.2baf5c66</option>
-                    {assignmentOptions.map((item) => (
-                      <option key={item.id} value={item.id}>{assignmentOptionLabel(item, identityOptionById, functionById, unitById)}</option>
-                    ))}
-                  </select>
-                </FormField>
-              )}
-              {assignmentDraft.source === "acting_for" && (
-                <>
-                  <FormField label="i18n:govoplan-idm.acting_for_search.b7c526c7">
-                    <input
-                      value={actingForSearch}
-                      placeholder="i18n:govoplan-idm.search_identities.88a9ef15"
-                      disabled={!canSearchIdentities || busy}
-                      onChange={(event) => setActingForSearch(event.target.value)}
-                    />
-                  </FormField>
-                  <FormField label="i18n:govoplan-idm.acting_for_account_id.5d7ade5b">
-                    <select value={assignmentDraft.acting_for_account_id} disabled={!canManage || busy} onChange={(event) => setAssignmentDraft({ ...assignmentDraft, acting_for_account_id: event.target.value })}>
-                      <option value="">i18n:govoplan-idm.select_account.982ee1ad</option>
-                      {actingForAccountIds.map((accountId) => <option key={accountId} value={accountId}>{accountId}</option>)}
-                    </select>
-                  </FormField>
-                </>
-              )}
-              <div className="idm-check-list">
-                <label>
-                  <input type="checkbox" checked={assignmentDraft.applies_to_subunits} disabled={!canManage || busy} onChange={(event) => setAssignmentDraft({ ...assignmentDraft, applies_to_subunits: event.target.checked })} />
-                  <span>i18n:govoplan-idm.applies_to_subunits.2e31b50b</span>
-                </label>
-                <label>
-                  <input type="checkbox" checked={assignmentDraft.is_active} disabled={!canManage || busy} onChange={(event) => setAssignmentDraft({ ...assignmentDraft, is_active: event.target.checked })} />
-                  <span>i18n:govoplan-idm.active.7bd0e9f8</span>
-                </label>
-              </div>
-              {!identityLookupAvailable && <p className="idm-muted wide">i18n:govoplan-idm.identity_lookup_unavailable.b76f7714</p>}
-              {identityLoading && <p className="idm-muted wide">i18n:govoplan-idm.loading_identities.f3b84693</p>}
-              {actingForLoading && <p className="idm-muted wide">i18n:govoplan-idm.loading_acting_for_accounts.c9894b1e</p>}
-              {!model.functions.length && <p className="idm-muted wide">i18n:govoplan-idm.no_functions_available.51ba08eb</p>}
-              <div className="idm-form-actions wide">
-                <Button type="submit" variant="primary" disabled={!canManage || busy}>
-                  {editingAssignmentId ? "i18n:govoplan-idm.update_assignment.e20f52aa" : "i18n:govoplan-idm.add_assignment.08f2a0d5"}
-                </Button>
-                {editingAssignmentId && (
-                  <Button type="button" variant="ghost" onClick={discardAssignmentDraft} disabled={busy}>i18n:govoplan-idm.cancel_edit.ea4781e0</Button>
-                )}
-              </div>
-              </form>
-            </Card>
-
-            {canReadSettings && (
-              <Card title="i18n:govoplan-idm.idm_governance.6e4f3251">
-                <form className="idm-form-grid" onSubmit={(event) => { event.preventDefault(); void submitSettings(); }}>
+        <div className="idm-table-stack">
+          {canReadSettings && (
+              <Card title="i18n:govoplan-idm.idm_governance.6e4f3251" collapsible collapseKey="idm.governance">
+                <form className="admin-form-grid two-columns" onSubmit={(event) => { event.preventDefault(); void submitSettings(); }}>
                 <div className="idm-check-list wide">
-                  <label>
-                    <input
-                      type="checkbox"
-                      checked={settingsDraft.require_assignment_change_requests}
-                      disabled={!canManageSettings || busy}
-                      onChange={(event) => setSettingsDraft({ ...settingsDraft, require_assignment_change_requests: event.target.checked })}
-                    />
-                    <span>i18n:govoplan-idm.require_assignment_change_requests.697718a1</span>
-                  </label>
+                  <ToggleSwitch label="i18n:govoplan-idm.require_assignment_change_requests.697718a1" checked={settingsDraft.require_assignment_change_requests} disabled={!canManageSettings || busy} onChange={(require_assignment_change_requests) => setSettingsDraft({ ...settingsDraft, require_assignment_change_requests })} />
                 </div>
                 <FormField label="i18n:govoplan-idm.audit_detail_level.eb2e6fd2">
                   <select
@@ -702,7 +616,7 @@ export default function IdmPage({ settings, auth }: IdmPageProps) {
                     onChange={(event) => setSettingsDraft({ ...settingsDraft, change_retention_days: event.target.value })}
                   />
                 </FormField>
-                <div className="idm-form-actions wide">
+                <div className="button-row compact-actions wide">
                   <Button type="submit" variant="primary" disabled={!canManageSettings || busy || !hasDirtySettingsDraft}>
                     i18n:govoplan-idm.save_settings.4602c430
                   </Button>
@@ -710,9 +624,8 @@ export default function IdmPage({ settings, auth }: IdmPageProps) {
                 </form>
               </Card>
             )}
-          </div>
 
-          <Card title="i18n:govoplan-idm.assignments.a0d19ec5">
+          <Card title="i18n:govoplan-idm.assignments.a0d19ec5" collapsible collapseKey="idm.assignments" actions={<AdminIconButton label="i18n:govoplan-idm.add_assignment.08f2a0d5" icon={<Plus size={16} aria-hidden="true" />} variant="primary" disabled={!canManage || busy} onClick={openCreateAssignment} />}>
             <DataGrid
               id="idm-organization-function-assignments"
               rows={assignments}
@@ -725,6 +638,107 @@ export default function IdmPage({ settings, auth }: IdmPageProps) {
           </Card>
         </div>
       </LoadingFrame>
+      {renderAssignmentDialog()}
     </div>
+    </PageScrollViewport>
   );
+
+  function renderAssignmentDialog() {
+    const formId = "idm-assignment-editor";
+    return (
+      <Dialog
+        open={assignmentEditorOpen}
+        title={editingAssignmentId ? "i18n:govoplan-idm.update_assignment.e20f52aa" : "i18n:govoplan-idm.add_assignment.08f2a0d5"}
+        onClose={() => !busy && discardAssignmentDraft()}
+        closeDisabled={busy}
+        className="admin-dialog admin-dialog-wide idm-editor-dialog"
+        footer={(
+          <>
+            <Button type="button" onClick={discardAssignmentDraft} disabled={busy}>i18n:govoplan-idm.cancel_edit.ea4781e0</Button>
+            <Button type="submit" form={formId} variant="primary" disabled={!canManage || busy || !assignmentDraft.identity_id || !assignmentDraft.function_id}>
+              {editingAssignmentId ? "i18n:govoplan-idm.update_assignment.e20f52aa" : "i18n:govoplan-idm.add_assignment.08f2a0d5"}
+            </Button>
+          </>
+        )}
+      >
+        <form id={formId} className="admin-form-grid two-columns" onSubmit={(event) => void submitAssignment(event)}>
+          <FormField label="i18n:govoplan-idm.identity_search.d3460fcf">
+            <input
+              value={identitySearch}
+              placeholder="i18n:govoplan-idm.search_identities.88a9ef15"
+              disabled={!canSearchIdentities || busy}
+              onChange={(event) => setIdentitySearch(event.target.value)}
+            />
+          </FormField>
+          <FormField label="i18n:govoplan-idm.select_identity.91d31615">
+            <select value={assignmentDraft.identity_id} disabled={!canManage || busy} onChange={(event) => onIdentityChange(event.target.value)}>
+              <option value="">i18n:govoplan-idm.select_identity.91d31615</option>
+              {identitySelectOptions.map((item) => (
+                <option key={item.id} value={item.id}>{item.display_name || item.external_subject || item.id}</option>
+              ))}
+            </select>
+          </FormField>
+          <FormField label="i18n:govoplan-idm.account.2b2936f8">
+            <select value={assignmentDraft.account_id} disabled={!canManage || busy} onChange={(event) => setAssignmentDraft({ ...assignmentDraft, account_id: event.target.value })}>
+              <option value="">i18n:govoplan-idm.none.2baf5c66</option>
+              {accountIds.map((accountId) => <option key={accountId} value={accountId}>{accountId}</option>)}
+            </select>
+          </FormField>
+          <FormField label="i18n:govoplan-idm.select_function.2bec86e0">
+            <select value={assignmentDraft.function_id} disabled={!canManage || busy} onChange={(event) => setAssignmentDraft({ ...assignmentDraft, function_id: event.target.value })}>
+              <option value="">i18n:govoplan-idm.select_function.2bec86e0</option>
+              {model.functions.map((item) => <option key={item.id} value={item.id}>{functionLabel(item, unitById)}</option>)}
+            </select>
+          </FormField>
+          <FormField label="i18n:govoplan-idm.source.d15b50c9">
+            <select value={assignmentDraft.source} disabled={!canManage || busy} onChange={(event) => onSourceChange(event.target.value)}>
+              {SOURCE_OPTIONS.map((item) => <option key={item.value} value={item.value}>{item.label}</option>)}
+            </select>
+          </FormField>
+          {(assignmentDraft.source === "delegated" || assignmentDraft.source === "acting_for") && (
+            <FormField label="i18n:govoplan-idm.delegated_from_assignment_id.20d4a548">
+              <select value={assignmentDraft.delegated_from_assignment_id} disabled={!canManage || busy} onChange={(event) => setAssignmentDraft({ ...assignmentDraft, delegated_from_assignment_id: event.target.value, acting_for_account_id: "" })}>
+                <option value="">i18n:govoplan-idm.none.2baf5c66</option>
+                {assignmentOptions.map((item) => (
+                  <option key={item.id} value={item.id}>{assignmentOptionLabel(item, identityOptionById, functionById, unitById)}</option>
+                ))}
+              </select>
+            </FormField>
+          )}
+          {assignmentDraft.source === "acting_for" && (
+            <>
+              <FormField label="i18n:govoplan-idm.acting_for_search.b7c526c7">
+                <input
+                  value={actingForSearch}
+                  placeholder="i18n:govoplan-idm.search_identities.88a9ef15"
+                  disabled={!canSearchIdentities || busy}
+                  onChange={(event) => setActingForSearch(event.target.value)}
+                />
+              </FormField>
+              <FormField label="i18n:govoplan-idm.acting_for_account_id.5d7ade5b">
+                <select value={assignmentDraft.acting_for_account_id} disabled={!canManage || busy} onChange={(event) => setAssignmentDraft({ ...assignmentDraft, acting_for_account_id: event.target.value })}>
+                  <option value="">i18n:govoplan-idm.select_account.982ee1ad</option>
+                  {actingForAccountIds.map((accountId) => <option key={accountId} value={accountId}>{accountId}</option>)}
+                </select>
+              </FormField>
+            </>
+          )}
+          <div className="idm-check-list">
+            <ToggleSwitch label="i18n:govoplan-idm.applies_to_subunits.2e31b50b" checked={assignmentDraft.applies_to_subunits} disabled={!canManage || busy} onChange={(applies_to_subunits) => setAssignmentDraft({ ...assignmentDraft, applies_to_subunits })} />
+            <ToggleSwitch label="i18n:govoplan-idm.active.7bd0e9f8" checked={assignmentDraft.is_active} disabled={!canManage || busy} onChange={(is_active) => setAssignmentDraft({ ...assignmentDraft, is_active })} />
+          </div>
+          <div className="wide idm-dialog-change-request">
+            <FormField label="i18n:govoplan-idm.change_request_id.b7d816db">
+              <input value={assignmentChangeRequestId} onChange={(event) => setAssignmentChangeRequestId(event.target.value)} placeholder="cfgreq-..." disabled={busy} />
+            </FormField>
+            <p className="idm-muted">i18n:govoplan-idm.change_request_id_help.cc7de508</p>
+          </div>
+          {!identityLookupAvailable && <p className="idm-muted wide">i18n:govoplan-idm.identity_lookup_unavailable.b76f7714</p>}
+          {identityLoading && <p className="idm-muted wide">i18n:govoplan-idm.loading_identities.f3b84693</p>}
+          {actingForLoading && <p className="idm-muted wide">i18n:govoplan-idm.loading_acting_for_accounts.c9894b1e</p>}
+          {!model.functions.length && <p className="idm-muted wide">i18n:govoplan-idm.no_functions_available.51ba08eb</p>}
+        </form>
+      </Dialog>
+    );
+  }
 }

webui/src/i18n/generatedTranslations.ts

@@ -15,6 +15,8 @@ export const generatedTranslations: PlatformTranslations = {
     "i18n:govoplan-idm.assignments.a0d19ec5": "Assignments",
     "i18n:govoplan-idm.cancel_edit.ea4781e0": "Cancel edit",
     "i18n:govoplan-idm.audit_detail_level.eb2e6fd2": "Audit detail level",
+    "i18n:govoplan-idm.change_request_id.b7d816db": "Change request ID",
+    "i18n:govoplan-idm.change_request_id_help.cc7de508": "Only required when IDM assignment governance requires an approved recorded change request.",
     "i18n:govoplan-idm.change_retention_days.4a91f7d3": "Change retention days",
     "i18n:govoplan-idm.deactivate.585777c8": "Deactivate",
     "i18n:govoplan-idm.delegated.b189f4b6": "delegated",
@@ -76,6 +78,8 @@ export const generatedTranslations: PlatformTranslations = {
     "i18n:govoplan-idm.assignments.a0d19ec5": "Zuordnungen",
     "i18n:govoplan-idm.cancel_edit.ea4781e0": "Bearbeitung abbrechen",
     "i18n:govoplan-idm.audit_detail_level.eb2e6fd2": "Audit-Detailgrad",
+    "i18n:govoplan-idm.change_request_id.b7d816db": "Änderungsantrags-ID",
+    "i18n:govoplan-idm.change_request_id_help.cc7de508": "Nur erforderlich, wenn die IDM-Zuordnungs-Governance einen genehmigten erfassten Änderungsantrag verlangt.",
     "i18n:govoplan-idm.change_retention_days.4a91f7d3": "Änderungsaufbewahrung in Tagen",
     "i18n:govoplan-idm.deactivate.585777c8": "Deaktivieren",
     "i18n:govoplan-idm.delegated.b189f4b6": "delegiert",

webui/src/module.ts

@@ -1,5 +1,6 @@
 import { createElement, lazy } from "react";
-import { Button, type OrganizationFunctionActionsUiCapability, type PlatformWebModule } from "@govoplan/core-webui";
+import { Users } from "lucide-react";
+import type { OrganizationFunctionActionsUiCapability, PlatformWebModule } from "@govoplan/core-webui";
 import { generatedTranslations } from "./i18n/generatedTranslations";
 import "./styles/idm.css";
 
@@ -20,23 +21,16 @@ const organizationFunctionActions: OrganizationFunctionActionsUiCapability = {
   actions: [
     {
       id: "idm.view-function-assignments",
-      label: "i18n:govoplan-idm.assignments.a0d19ec5",
+      surfaceId: "idm.action.view-function-assignments",
+      label: "i18n:govoplan-idm.view_assignments.2d40d6a5",
+      icon: createElement(Users, { size: 16 }),
       anyOf: idmReadScopes,
       order: 40,
-      render: ({ function: item }) => createElement(
-        Button,
-        {
-          type: "button",
-          variant: "ghost",
-          title: "i18n:govoplan-idm.view_assignments.2d40d6a5",
-          onClick: () => {
-            if (typeof window !== "undefined") {
-              window.location.href = `/idm?function_id=${encodeURIComponent(item.id)}`;
-            }
-          }
-        },
-        "i18n:govoplan-idm.assignments.a0d19ec5"
-      )
+      onClick: ({ function: item }) => {
+        if (typeof window !== "undefined") {
+          window.location.href = `/idm?function_id=${encodeURIComponent(item.id)}`;
+        }
+      }
     }
   ]
 };
@@ -47,6 +41,15 @@ export const idmModule: PlatformWebModule = {
   version: "0.1.6",
   dependencies: ["identity", "organizations"],
   translations,
+  viewSurfaces: [
+    {
+      id: "idm.action.view-function-assignments",
+      moduleId: "idm",
+      kind: "action",
+      label: "View function assignments",
+      order: 40
+    }
+  ],
   navItems: [
     {
       to: "/idm",

webui/src/styles/idm.css

@@ -17,26 +17,14 @@
   flex-wrap: wrap;
 }
 
-.idm-layout {
-  display: grid;
-  grid-template-columns: minmax(300px, 420px) minmax(0, 1fr);
-  gap: 18px;
-  align-items: start;
-}
-
-.idm-editor-stack {
+.idm-table-stack {
   display: grid;
   gap: 18px;
+  width: 100%;
 }
 
-.idm-form-grid {
-  display: grid;
-  grid-template-columns: repeat(2, minmax(0, 1fr));
-  gap: 14px;
-}
-
-.idm-form-grid .wide {
-  grid-column: 1 / -1;
+.idm-table-stack > .card {
+  width: 100%;
 }
 
 .idm-check-list {
@@ -53,18 +41,6 @@
   font-weight: 600;
 }
 
-.idm-form-actions,
-.idm-row-actions {
-  display: flex;
-  align-items: center;
-  gap: 8px;
-  flex-wrap: wrap;
-}
-
-.idm-row-actions {
-  justify-content: flex-end;
-}
-
 .idm-identity {
   display: grid;
   gap: 2px;
@@ -87,14 +63,6 @@
   color: var(--muted);
 }
 
-@media (max-width: 1100px) {
-  .idm-layout {
-    grid-template-columns: 1fr;
-  }
-}
-
-@media (max-width: 900px) {
-  .idm-form-grid {
-    grid-template-columns: 1fr;
-  }
+.idm-dialog-change-request {
+  padding-top: 2px;
 }