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govoplan-scheduling/README.md

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# GovOPlaN Scheduling
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**Repository type:** module (domain).
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GovOPlaN Scheduling owns meeting scheduling and `Terminfindung`: finding
suitable times across people, resources, calendars, constraints, and scheduling
polls.
This repository is initialized as a discoverable module seed. It exposes the
module manifest, permission surface, role templates, and documentation metadata
before runtime APIs, database models, migrations, and WebUI routes are
introduced.
The core boundary decision register is in
`/mnt/DATA/git/govoplan-core/docs/MODULE_ARCHITECTURE.md`.
## Scope
Scheduling owns:
- meeting scheduling polls and proposals built on `govoplan-poll`
- participant availability collection
- time-window and resource constraints
- candidate-slot ranking and conflict explanation
- scheduling state, reminders, and decision handoff
- optional links to external calendar/groupware systems through capabilities
- organizer permissions and poll administration semantics
Scheduling does not own:
- calendar primitives such as events, recurrence, availability storage, resources, and calendar adapters; those belong in `govoplan-calendar`
- fixed-slot public or internal appointment booking; that belongs in `govoplan-appointments`
- tasks, case work, approvals, and generic workflow state; those belong in `govoplan-tasks`, `govoplan-cases`, and `govoplan-workflow`
- mail delivery or notifications; those belong in `govoplan-mail` and `govoplan-notifications`
## Poll Audience Decision
Scheduling polls should support both internal and external/public
participation, but the first implementation may start internal-only.
- Internal polls use Access/IDM identities, groups, permissions, and calendar
free/busy capability lookups.
- External/public polls use signed participation links through Portal, minimal
participant identity, and explicit retention/privacy settings.
- Mixed polls are allowed only when the organizer has permission to invite
external participants and the poll explains which participant data is visible.
## Privacy, Retention, And Audit
Participant availability is sensitive operational data. Scheduling must record:
- poll creator, tenant, organizer, invited participants, and access scope
- what each participant can see about other participants
- retention deadline for availability responses and poll links
- audit events for poll creation, invite send, response update, decision,
cancellation, and handoff
- trace IDs for mail/notification/portal handoff
Availability responses should be removable or redacted after the poll decision
unless a configured process requires longer evidence retention.
## Candidate Capabilities
- `scheduling.polls`
- `scheduling.availabilityCollector`
- `scheduling.candidateSlots`
- `scheduling.decisionHandoff`
- `scheduling.portalParticipation`
## Manifest Dependency Decision
The Scheduling manifest declares `poll` as a required dependency because
availability collection and option/date poll primitives belong in
`govoplan-poll`.
Scheduling should model each meeting-finding flow as a poll-backed workflow:
Poll owns candidate options, signed participation links, responses, visibility,
and result aggregation. Scheduling stores the scheduling-specific context and
uses Poll context fields to point back to its request or proposal resource.
Typical workflow steps are collect availability, rank candidates, decide, notify
participants, and hand off to Calendar or Appointments.
The manifest declares `access` and `evaluation` as optional dependencies.
Scheduling may use Access for identity, groups, and permissions, and may trigger
post-event or post-appointment feedback through Evaluation. It must not require
either module just to find a meeting time.
## Expected Integrations
- `govoplan-poll`: required availability matrix and lightweight poll primitives
- `govoplan-evaluation`: optional post-event, post-appointment, or process feedback
- `govoplan-calendar`: availability, calendars, resources, rooms, recurrence, Open-Xchange/calendar adapters
- `govoplan-appointments`: conversion from a selected meeting time into a booked appointment where appropriate
- `govoplan-access` and `govoplan-idm`: optional participants, groups, directory lookup, permissions
- `govoplan-mail` and `govoplan-notifications`: invitations, reminders, confirmations
- `govoplan-portal`: external participant scheduling flows
- `govoplan-workflow` and `govoplan-tasks`: follow-up work after a time is selected
## First Package Scaffold Decision
The first backend implementation slice adds runtime APIs and storage around
poll-backed scheduling requests:
- scheduling request, candidate slot, and participant storage
- automatic `govoplan-poll` availability poll creation
- signed poll invitations for internal or external participants
- request lifecycle APIs: draft, collecting, closed, decided, handed off, cancelled
- result summaries sourced from Poll response aggregation
- optional Calendar free/busy checks, tentative holds, and final event creation
- notification outbox jobs for invitations, reminders, decisions, and cancellations
- a first Scheduling WebUI package with request creation, slot matrix, Calendar
actions, decisions, and notification-job creation
The next slices should add real notification delivery workers, richer public
participant pages, Calendar hold cleanup after decision, and advanced scoring
constraints such as required participants and quorum rules.
The active backlog lives in Gitea issues.
## Signed-participation policy gate
Scheduling persists the response policy and snapshots it onto each governed
Poll invitation. Public access uses
`/scheduling/public/{request_id}/{token}`; Poll's ordinary public routes reject
these gateway-bound tokens, so callers cannot bypass Scheduling's password and
request checks. Passwords are write-only, stored only as salted PBKDF2 hashes,
and failed checks are throttled through Redis when configured with a bounded
in-process fallback.
Poll is the transactional authority for response rules. Its governed submission
holds the Poll-row lock while enforcing single choice, `Maybe`, participant
email, comments, idempotency and per-option capacity. Scheduling then updates
its participant projection in the same database transaction. Candidate-slot
add/remove and participant-link revocation also go through the governed Poll
capability; exact retries are idempotent, and option mutations invalidate only
the affected answers.
Public submissions lock the Scheduling request and participant rows before
entering Poll, matching organizer edit lock order and making first-use email
binding atomic. Both authenticated and public submission paths independently
require the Scheduling request to be collecting and its deadline not to have
passed, so a stale or incorrectly reopened Poll projection cannot accept a
response. Changing a request deadline transactionally updates each governed
invitation's expiry in Poll under owner- and gateway-bound row locks. The same
link and invitation identity survive future, past, extended, and cleared
deadlines: a past deadline makes the link unusable, a later extension makes the
same link usable again, and clearing the deadline removes its expiry. No raw
replacement token crosses the PATCH response, and existing responses plus
participant status remain attached to the same durable respondent identity.
Open lifecycle decision: cancellation closes the backing Poll, so submission
fails, but an otherwise valid invitation can still resolve the reduced public
view and show that the request was cancelled. Decide whether cancellation
should revoke links immediately or retain that acknowledgement view for a
bounded period; links without a deadline would otherwise remain readable.
If the governed capability is absent, API responses advertise that policy
enforcement is unavailable and restricted links fail closed. Plaintext
passwords, token hashes, response-gateway internals and the participant roster
are not exposed by the public response model.
Authenticated participant list/detail projections likewise omit tenant,
organizer, Poll and Calendar identifiers, connector metadata, invitation and
identity bindings. Free/busy conflicts are reduced to useful time/status
fields. Organizers and scheduling administrators retain the full management
projection; participants retain candidate-slot revisions, their own marker and
email, response settings, aggregates, and any roster names/statuses permitted
by the configured privacy policy.
The WebUI package exposes typed clients for the public access and submission
endpoints. A signed-out browser page cannot yet be registered by a module:
Core's `App` renders `PublicLandingPage` directly whenever `auth` is absent and
only mounts module route contributions inside the authenticated branch. Until
Core gains an explicit, allowlisted `publicRoutes` contract, notification action
URLs under `/scheduling/public/{request}/{token}` must be treated as a blocked
frontend handoff rather than a working guest page. The token is never moved into
query parameters, browser storage, or an authenticated API contract while that
shell boundary is unresolved.
Draft saves never issue public tokens or enqueue invitation delivery, even when
`create_participant_invitations` is left at its compatibility default. A
collecting request may explicitly issue invitations; authenticated in-module
responses lazily create a gateway-bound invitation and discard its token. The
draft-to-open transition therefore supports authenticated lazy responses, but
does not make a guest link available from the current UI. The product decision
still open is the explicit organizer workflow for issuing or reissuing public
links after a draft is opened and, when Mail is installed, whether that action
should also enqueue delivery or return links for separate distribution. Until
that workflow is agreed, opening a draft does not silently send anything.
## FieldLabel omission register
Scheduling uses the shared `FieldLabel` for form controls that need explanatory
inline help. The only intentional omissions are:
- Candidate-slot and participant DataGrid cells: column headers supply the
visible label and each interactive cell has an accessible name.
- Per-slot availability selects: the enclosing visible slot/date text is the
native label for that individual choice.
There are no other authorized Scheduling omissions. Inline help remains
controlled by the user's shared interface setting; hiding it does not remove
accessible labels.