Refactor scheduling reconciliation into change plans

src/govoplan_scheduling/backend/manifest.py

@@ -8,6 +8,7 @@ from govoplan_core.core.module_guards import drop_table_retirement_provider, per
 from govoplan_core.core.modules import (
     DocumentationTopic,
     FrontendModule,
+    FrontendRoute,
     MigrationSpec,
     ModuleContext,
     ModuleInterfaceProvider,
@@ -25,6 +26,7 @@ from govoplan_core.core.people import (
 from govoplan_core.core.poll import CAPABILITY_POLL_SCHEDULING
 from govoplan_core.core.poll_participation import CAPABILITY_POLL_PARTICIPATION_GATEWAY
 from govoplan_core.core.policy import CAPABILITY_POLICY_SCHEDULING_PARTICIPANT_PRIVACY
+from govoplan_core.core.views import ViewSurface
 from govoplan_core.db.base import Base
 from govoplan_scheduling.backend.db import models as scheduling_models  # noqa: F401 - populate Scheduling ORM metadata
 
@@ -171,6 +173,14 @@ manifest = ModuleManifest(
     frontend=FrontendModule(
         module_id=MODULE_ID,
         package_name="@govoplan/scheduling-webui",
+        routes=(
+            FrontendRoute(
+                path="/scheduling",
+                component="SchedulingPage",
+                required_any=(READ_SCOPE,),
+                order=56,
+            ),
+        ),
         public_routes=(
             PublicFrontendRoute(
                 path="/scheduling/public/:requestId/:token",
@@ -179,6 +189,15 @@ manifest = ModuleManifest(
             ),
         ),
         nav_items=(NavItem(path="/scheduling", label="Scheduling", icon="calendar-clock", required_any=(READ_SCOPE,), order=56),),
+        view_surfaces=(
+            ViewSurface(
+                id="scheduling.widget.open-requests",
+                module_id=MODULE_ID,
+                kind="section",
+                label="Scheduling requests widget",
+                order=45,
+            ),
+        ),
     ),
     route_factory=_scheduling_router,
     tenant_summary_providers=(_tenant_summary,),

src/govoplan_scheduling/backend/router.py

@@ -59,7 +59,6 @@ from govoplan_scheduling.backend.service import (
     list_visible_scheduling_requests,
     issue_scheduling_participant_invitation,
     open_scheduling_request,
-    refresh_participant_response_state,
     require_visible_scheduling_results,
     revoke_scheduling_participant_invitation,
     scheduling_notification_response,
@@ -297,6 +296,7 @@ def api_search_scheduling_people(
 @router.get("/requests", response_model=SchedulingRequestListResponse)
 def api_list_scheduling_requests(
     status_filter: str | None = Query(default=None, alias="status"),
+    limit: int = 100,
     session: Session = Depends(get_session),
     principal: ApiPrincipal = Depends(get_api_principal),
 ) -> SchedulingRequestListResponse:
@@ -307,21 +307,11 @@ def api_list_scheduling_requests(
         actor_ids=_principal_actor_ids(principal),
         can_manage=_can_manage_scheduling(principal),
         status=status_filter,
+        limit=limit,
     )
-    actor_ids = _principal_actor_ids(principal)
+    return SchedulingRequestListResponse(
-    for request in requests:
-        refresh_participant_response_state(
-            session,
-            request=request,
-            actor_ids=actor_ids,
-        )
-    response = SchedulingRequestListResponse(
         requests=[_request_response(request, principal=principal) for request in requests]
     )
-    # Poll responses are authoritative, while Scheduling keeps a durable
-    # participant projection used by its task-oriented list.
-    session.commit()
-    return response
 
 
 @router.post("/requests", response_model=SchedulingRequestResponse, status_code=status.HTTP_201_CREATED)
@@ -407,16 +397,9 @@ def api_get_scheduling_request(
             actor_ids=_principal_actor_ids(principal),
             can_manage=_can_manage_scheduling(principal),
         )
-        refresh_participant_response_state(
-            session,
-            request=request,
-            actor_ids=_principal_actor_ids(principal),
-        )
     except SchedulingError as exc:
         raise _scheduling_http_error(exc) from exc
-    response = _request_response(request, principal=principal)
+    return _request_response(request, principal=principal)
-    session.commit()
-    return response
 
 
 @router.patch("/requests/{request_id}", response_model=SchedulingRequestResponse)

tests/test_reconciliation_plans.py

@@ -0,0 +1,283 @@
+from __future__ import annotations
+
+from datetime import datetime, timedelta, timezone
+
+import pytest
+
+from govoplan_scheduling.backend.db.models import (
+    SchedulingCandidateSlot,
+    SchedulingParticipant,
+    SchedulingRequest,
+)
+from govoplan_scheduling.backend.schemas import (
+    SchedulingCandidateSlotReconcileInput,
+    SchedulingParticipantReconcileInput,
+    SchedulingRequestUpdateRequest,
+)
+from govoplan_scheduling.backend.service import (
+    SchedulingError,
+    _plan_scheduling_participant_reconciliation,
+    _plan_scheduling_request_update,
+    _plan_scheduling_slot_reconciliation,
+    scheduling_participant_revision,
+    scheduling_slot_revision,
+)
+
+
+NOW = datetime(2026, 7, 29, 9, tzinfo=timezone.utc)
+
+
+def _request() -> SchedulingRequest:
+    return SchedulingRequest(
+        id="request-1",
+        tenant_id="tenant-1",
+        title="Steering group",
+        timezone="Europe/Berlin",
+        status="collecting",
+        poll_id="poll-1",
+        allow_external_participants=True,
+        allow_participant_updates=True,
+        result_visibility="after_close",
+        participant_visibility="aggregates_only",
+        notify_on_answers=True,
+        single_choice=False,
+        max_participants_per_option=None,
+        allow_maybe=True,
+        allow_comments=False,
+        participant_email_required=False,
+        anonymous_password_protection_enabled=False,
+    )
+
+
+def _slot(
+    request: SchedulingRequest,
+    *,
+    slot_id: str,
+    position: int,
+    start_offset: int,
+) -> SchedulingCandidateSlot:
+    slot = SchedulingCandidateSlot(
+        id=slot_id,
+        tenant_id=request.tenant_id,
+        request=request,
+        poll_option_id=f"option-{slot_id}",
+        label=f"Slot {position + 1}",
+        start_at=NOW + timedelta(hours=start_offset),
+        end_at=NOW + timedelta(hours=start_offset + 1),
+        timezone=request.timezone,
+        position=position,
+        freebusy_conflicts=[],
+        metadata_={},
+    )
+    return slot
+
+
+def _slot_input(
+    slot: SchedulingCandidateSlot,
+    *,
+    label: str | None = None,
+) -> SchedulingCandidateSlotReconcileInput:
+    return SchedulingCandidateSlotReconcileInput(
+        id=slot.id,
+        revision=scheduling_slot_revision(slot),
+        label=label or slot.label,
+        start_at=slot.start_at,
+        end_at=slot.end_at,
+        timezone=slot.timezone,
+        location=slot.location,
+        metadata=slot.metadata_ or {},
+    )
+
+
+def _participant(
+    request: SchedulingRequest,
+    *,
+    participant_id: str,
+    respondent_id: str,
+    email: str,
+    required: bool,
+    status: str = "invited",
+    invitation_id: str | None = None,
+) -> SchedulingParticipant:
+    return SchedulingParticipant(
+        id=participant_id,
+        tenant_id=request.tenant_id,
+        request=request,
+        respondent_id=respondent_id,
+        display_name=participant_id.title(),
+        email=email,
+        participant_type="internal",
+        required=required,
+        status=status,
+        poll_invitation_id=invitation_id,
+        participation_gateway="scheduling" if invitation_id else None,
+        metadata_={},
+    )
+
+
+def _participant_input(
+    participant: SchedulingParticipant,
+    **changes: object,
+) -> SchedulingParticipantReconcileInput:
+    values = {
+        "id": participant.id,
+        "revision": scheduling_participant_revision(participant),
+        "respondent_id": participant.respondent_id,
+        "display_name": participant.display_name,
+        "email": participant.email,
+        "participant_type": participant.participant_type,
+        "required": participant.required,
+        "metadata": participant.metadata_ or {},
+    }
+    values.update(changes)
+    return SchedulingParticipantReconcileInput.model_validate(values)
+
+
+def test_slot_plan_is_inspectable_and_does_not_mutate_models() -> None:
+    request = _request()
+    first = _slot(request, slot_id="slot-1", position=0, start_offset=1)
+    second = _slot(request, slot_id="slot-2", position=1, start_offset=3)
+    supplied = [
+        _slot_input(first, label="Updated first slot"),
+        SchedulingCandidateSlotReconcileInput(
+            label="New slot",
+            start_at=NOW + timedelta(hours=5),
+            end_at=NOW + timedelta(hours=6),
+            timezone=request.timezone,
+        ),
+    ]
+
+    plan = _plan_scheduling_slot_reconciliation(
+        request=request,
+        supplied_slots=supplied,
+        option_mutation_available=True,
+    )
+
+    assert [update.slot_id for update in plan.updates] == ["slot-1"]
+    assert plan.updates[0].changes.label == "Updated first slot"
+    assert len(plan.additions) == 1
+    assert plan.removals == ("slot-2",)
+    assert plan.changed is True
+    assert first.label == "Slot 1"
+    assert second.deleted_at is None
+    assert len(request.slots) == 2
+
+
+def test_exact_slot_replay_produces_a_noop_plan() -> None:
+    request = _request()
+    first = _slot(request, slot_id="slot-1", position=0, start_offset=1)
+
+    plan = _plan_scheduling_slot_reconciliation(
+        request=request,
+        supplied_slots=[_slot_input(first)],
+        option_mutation_available=True,
+    )
+
+    assert plan.changed is False
+    assert plan.updates == ()
+    assert plan.additions == ()
+    assert plan.removals == ()
+
+
+def test_slot_plan_rejects_removal_of_a_tentative_calendar_hold() -> None:
+    request = _request()
+    held = _slot(request, slot_id="slot-held", position=0, start_offset=1)
+    held.tentative_hold_event_id = "event-1"
+
+    with pytest.raises(SchedulingError, match="tentative calendar hold"):
+        _plan_scheduling_slot_reconciliation(
+            request=request,
+            supplied_slots=[],
+            option_mutation_available=True,
+        )
+
+
+def test_participant_plan_distinguishes_updates_additions_and_retirements() -> None:
+    request = _request()
+    alice = _participant(
+        request,
+        participant_id="alice",
+        respondent_id="user-alice",
+        email="alice@example.test",
+        required=True,
+        invitation_id="invitation-alice",
+    )
+    bob = _participant(
+        request,
+        participant_id="bob",
+        respondent_id="user-bob",
+        email="bob@example.test",
+        required=False,
+        status="responded",
+    )
+    supplied = [
+        _participant_input(alice, email="alice.new@example.test", required=False),
+        SchedulingParticipantReconcileInput(
+            respondent_id="user-charlie",
+            display_name="Charlie",
+            email="charlie@example.test",
+            participant_type="internal",
+            required=True,
+        ),
+    ]
+
+    plan = _plan_scheduling_participant_reconciliation(
+        request=request,
+        supplied_participants=supplied,
+        participation_available=True,
+        retirement_available=True,
+    )
+
+    assert len(plan.updates) == 1
+    assert plan.updates[0].participant_id == "alice"
+    assert plan.updates[0].revoke_invitation is True
+    assert set(plan.updates[0].changed_fields) == {"email", "required"}
+    assert plan.creations[0].replaces_participant_id is None
+    assert plan.creations[0].supplied.required is True
+    assert plan.retirements == ("bob",)
+    assert alice.email == "alice@example.test"
+    assert alice.required is True
+    assert bob.status == "responded"
+
+
+def test_request_plan_records_invitation_expiry_work_without_tokens() -> None:
+    request = _request()
+    participant = _participant(
+        request,
+        participant_id="alice",
+        respondent_id="user-alice",
+        email="alice@example.test",
+        required=True,
+        invitation_id="invitation-alice",
+    )
+    deadline = NOW + timedelta(days=2)
+
+    plan = _plan_scheduling_request_update(
+        request=request,
+        payload=SchedulingRequestUpdateRequest(deadline_at=deadline),
+        participation_available=True,
+    )
+
+    assert plan.deadline_changed is True
+    assert plan.retained_invitation_ids == ((participant.id, "invitation-alice"),)
+    assert "token" not in repr(plan).casefold()
+    assert request.deadline_at is None
+
+
+def test_request_plan_rejects_policy_change_after_link_issuance() -> None:
+    request = _request()
+    _participant(
+        request,
+        participant_id="alice",
+        respondent_id="user-alice",
+        email="alice@example.test",
+        required=True,
+        invitation_id="invitation-alice",
+    )
+
+    with pytest.raises(SchedulingError, match="cannot change"):
+        _plan_scheduling_request_update(
+            request=request,
+            payload=SchedulingRequestUpdateRequest(single_choice=True),
+            participation_available=True,
+        )

tests/test_response_editing.py

@@ -1708,10 +1708,20 @@ class SchedulingResponseEditingTests(unittest.TestCase):
             notice_until,
         )
 
-        with patch.object(
+        with (
-            scheduling_service,
+            patch.object(
-            "_now",
+                scheduling_service,
-            return_value=cancelled_at + timedelta(days=1),
+                "_now",
+                return_value=cancelled_at + timedelta(days=1),
+            ),
+            patch(
+                "govoplan_poll.backend.service._now",
+                return_value=cancelled_at + timedelta(days=1),
+            ),
+            patch(
+                "govoplan_poll.backend.participation_service._now",
+                return_value=cancelled_at + timedelta(days=1),
+            ),
         ):
             notice = get_public_scheduling_participation(
                 self.session,

tests/test_service.py

@@ -93,6 +93,23 @@ from govoplan_scheduling.backend.runtime import configure_runtime
 
 class SchedulingServiceTests(unittest.TestCase):
     def setUp(self) -> None:
+        fixed_now = datetime(2026, 7, 19, 12, tzinfo=timezone.utc)
+        self.now_patches = (
+            patch(
+                "govoplan_scheduling.backend.service._now",
+                return_value=fixed_now,
+            ),
+            patch(
+                "govoplan_poll.backend.service._now",
+                return_value=fixed_now,
+            ),
+            patch(
+                "govoplan_poll.backend.participation_service._now",
+                return_value=fixed_now,
+            ),
+        )
+        for now_patch in self.now_patches:
+            now_patch.start()
         registry = PlatformRegistry()
         registry.register(get_poll_manifest())
         registry.register(get_calendar_manifest())
@@ -125,6 +142,8 @@ class SchedulingServiceTests(unittest.TestCase):
         self.session: Session = self.Session()
 
     def tearDown(self) -> None:
+        for now_patch in reversed(self.now_patches):
+            now_patch.stop()
         self.session.close()
         Base.metadata.drop_all(
             self.engine,

webui/package.json

@@ -22,7 +22,7 @@
     "lucide-react": "^1.23.0",
     "react": "^19.0.0",
     "react-dom": "^19.0.0",
-    "react-router-dom": "^7.1.1",
+    "react-router-dom": ">=7.18.2 <8",
     "@vitejs/plugin-react": "^4.3.4",
     "typescript": "^5.7.2",
     "vite": "^6.0.6"

webui/scripts/test-scheduling-page-structure.mjs

@@ -136,7 +136,8 @@ assert.match(api, /method: "PATCH"/);
 assert.match(api, /\/api\/v1\/scheduling\/people\?/);
 assert.doesNotMatch(api, /address-lookup/);
 assert.match(page, /slots: slots\.map\(\(slot\) => \(\{/);
-assert.match(page, /participants: participants[\s\S]*create_participant_invitations: true/);
+assert.match(page, /participants: participants\.map\(participantPayload\)/);
+assert.doesNotMatch(page, /create_participant_invitations/);
 assert.match(api, /\/api\/v1\/scheduling\/requests\/\$\{requestId\}\/responses/);
 assert.match(api, /\/api\/v1\/scheduling\/requests\/\$\{requestId\}\/responses\/me/);
 assert.match(api, /issueSchedulingParticipantInvitation\([\s\S]*json\(\{ action, participant_revision: participantRevision \}\)/);

webui/src/features/scheduling/SchedulingPage.tsx

@@ -643,8 +643,7 @@ export default function SchedulingPage({ settings, auth }: { settings: ApiSettin
             location: location.trim() || null,
             metadata: slot.metadata ?? {}
           })),
-          participants: participants.map(participantPayload),
+          participants: participants.map(participantPayload)
-          create_participant_invitations: true
         });
         setRequests((items) => [request, ...items]);
       } else {
@@ -664,8 +663,7 @@ export default function SchedulingPage({ settings, auth }: { settings: ApiSettin
             location: location.trim() || null,
             metadata: slot.metadata ?? {}
           })),
-          participants: participants.map(participantPayload),
+          participants: participants.map(participantPayload)
-          create_participant_invitations: true
         });
         replaceRequest(request);
       }

webui/src/features/scheduling/SchedulingRequestsWidget.tsx

@@ -0,0 +1,120 @@
+import { useCallback } from "react";
+import { CalendarClock } from "lucide-react";
+import { Link } from "react-router-dom";
+import {
+  DashboardWidgetList,
+  DismissibleAlert,
+  LoadingFrame,
+  StatusBadge,
+  useDashboardWidgetData,
+  type ApiSettings,
+  type DashboardWidgetConfiguration
+} from "@govoplan/core-webui";
+import {
+  listSchedulingRequests,
+  type SchedulingRequest
+} from "../../api/scheduling";
+
+export default function SchedulingRequestsWidget({
+  settings,
+  refreshKey,
+  configuration
+}: {
+  settings: ApiSettings;
+  refreshKey: number;
+  configuration: DashboardWidgetConfiguration;
+}) {
+  const maxItems = numberSetting(configuration.maxItems, 5, 1, 12);
+  const includeDrafts = configuration.includeDrafts === true;
+  const load = useCallback(async () => {
+    const response = await listSchedulingRequests(settings);
+    return response.requests
+      .filter(
+        (request) =>
+          request.status === "collecting"
+          || (includeDrafts && request.status === "draft")
+      )
+      .sort(compareRequests)
+      .slice(0, maxItems);
+  }, [includeDrafts, maxItems, settings]);
+  const { data: requests, loading, error } = useDashboardWidgetData(
+    load,
+    refreshKey
+  );
+
+  return (
+    <LoadingFrame loading={loading} label="Loading scheduling requests">
+      {error && (
+        <DismissibleAlert tone="warning" resetKey={error}>
+          {error}
+        </DismissibleAlert>
+      )}
+      <DashboardWidgetList
+        emptyText="No scheduling requests are awaiting responses."
+        items={(requests ?? []).map((request) => ({
+          id: request.id,
+          title: request.title,
+          detail: responseLabel(request),
+          meta: deadlineLabel(request),
+          leading: <CalendarClock size={17} aria-hidden="true" />,
+          trailing: (
+            <StatusBadge
+              status={request.status}
+              label={request.status === "collecting" ? "Open" : "Draft"}
+            />
+          ),
+          to: "/scheduling"
+        }))}
+      />
+      <div className="dashboard-contribution-footer">
+        <Link className="btn btn-secondary" to="/scheduling">
+          Open scheduling
+        </Link>
+      </div>
+    </LoadingFrame>
+  );
+}
+
+function compareRequests(
+  left: SchedulingRequest,
+  right: SchedulingRequest
+): number {
+  if (left.status !== right.status) {
+    return left.status === "collecting" ? -1 : 1;
+  }
+  const leftDeadline = left.deadline_at
+    ? new Date(left.deadline_at).getTime()
+    : Number.POSITIVE_INFINITY;
+  const rightDeadline = right.deadline_at
+    ? new Date(right.deadline_at).getTime()
+    : Number.POSITIVE_INFINITY;
+  return (
+    leftDeadline - rightDeadline
+    || new Date(right.updated_at).getTime() - new Date(left.updated_at).getTime()
+  );
+}
+
+function responseLabel(request: SchedulingRequest): string {
+  const responded = request.participant_aggregate.status_counts.responded ?? 0;
+  return `${responded} of ${request.participant_aggregate.total} responded`;
+}
+
+function deadlineLabel(request: SchedulingRequest): string {
+  if (!request.deadline_at) return `${request.slots.length} options`;
+  return `Due ${new Intl.DateTimeFormat(undefined, {
+    day: "2-digit",
+    month: "short"
+  }).format(new Date(request.deadline_at))}`;
+}
+
+function numberSetting(
+  value: unknown,
+  fallback: number,
+  minimum: number,
+  maximum: number
+): number {
+  const numeric = typeof value === "number" ? value : Number(value);
+  return Number.isFinite(numeric)
+    ? Math.max(minimum, Math.min(maximum, Math.floor(numeric)))
+    : fallback;
+}

webui/src/module.ts

@@ -1,5 +1,9 @@
 import { createElement, lazy } from "react";
-import type { PlatformWebModule } from "@govoplan/core-webui";
+import type {
+  DashboardWidgetsUiCapability,
+  PlatformWebModule
+} from "@govoplan/core-webui";
+import SchedulingRequestsWidget from "./features/scheduling/SchedulingRequestsWidget";
 import { generatedTranslations } from "./i18n/generatedTranslations";
 import "./styles/scheduling.css";
 
@@ -7,6 +11,50 @@ const SchedulingPage = lazy(() => import("./features/scheduling/SchedulingPage")
 const SchedulingPublicPage = lazy(() => import("./features/scheduling/SchedulingPublicPage"));
 
 const scheduleRead = ["scheduling:schedule:read"];
+const schedulingDashboardWidgets: DashboardWidgetsUiCapability = {
+  widgets: [
+    {
+      id: "scheduling.open-requests",
+      surfaceId: "scheduling.widget.open-requests",
+      title: "Scheduling requests",
+      description: "Open scheduling polls and their response progress.",
+      moduleId: "scheduling",
+      category: "Planning",
+      order: 45,
+      defaultVisible: false,
+      defaultSize: "medium",
+      supportedSizes: ["medium", "wide"],
+      anyOf: scheduleRead,
+      refreshIntervalMs: 60_000,
+      defaultConfiguration: {
+        maxItems: 5,
+        includeDrafts: false
+      },
+      configurationFields: [
+        {
+          id: "maxItems",
+          label: "Maximum requests",
+          kind: "number",
+          min: 1,
+          max: 12,
+          step: 1,
+          required: true
+        },
+        {
+          id: "includeDrafts",
+          label: "Include drafts",
+          kind: "boolean"
+        }
+      ],
+      render: ({ settings, refreshKey, configuration }) =>
+        createElement(SchedulingRequestsWidget, {
+          settings,
+          refreshKey,
+          configuration
+        })
+    }
+  ]
+};
 
 export const schedulingModule: PlatformWebModule = {
   id: "scheduling",
@@ -15,6 +63,15 @@ export const schedulingModule: PlatformWebModule = {
   dependencies: ["poll"],
   optionalDependencies: ["access", "calendar", "mail", "notifications", "workflow", "appointments", "addresses"],
   translations: generatedTranslations,
+  viewSurfaces: [
+    {
+      id: "scheduling.widget.open-requests",
+      moduleId: "scheduling",
+      kind: "section",
+      label: "Scheduling requests widget",
+      order: 45
+    }
+  ],
   navItems: [{ to: "/scheduling", label: "Scheduling", iconName: "calendar-clock", anyOf: scheduleRead, order: 56 }],
   routes: [
     { path: "/scheduling", anyOf: scheduleRead, order: 56, render: ({ settings, auth }) => createElement(SchedulingPage, { settings, auth }) }
@@ -25,7 +82,10 @@ export const schedulingModule: PlatformWebModule = {
       order: 10,
       render: ({ settings, auth }) => createElement(SchedulingPublicPage, { settings, auth })
     }
-  ]
+  ],
+  uiCapabilities: {
+    "dashboard.widgets": schedulingDashboardWidgets
+  }
 };
 
 export default schedulingModule;