[Epic] Product-wide UI/UX review and design-principle rollout #56

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opened 2026-09-08 18:31:59 +02:00 by zemion · 2 comments
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Objective and current status

Review and improve every GovOPlaN module and the Core/shared shell against one evolving, centrally documented visual and interaction language. Prioritize usability defects, inconsistent interactions and shared-component corrections before broader feature development. Every module review starts pending; the current heading-help icon pass is partial preparation, not a completed review.

The authoritative workspace catalog and source manifests identify 77 review tracks: 73 implemented scopes (Core/shared shell plus 72 manifest-backed modules) and 4 catalogued, currently README-only placeholders (Appointments, Ledger, XÖV and XTA/OSCI). Placeholders receive separate readiness/future-UI tracks; they are neither implemented nor reviewed. Meta coordinates this epic; Meta and the public website are not counted as business modules. Modules without a standalone WebUI must still review their admin/configuration, documentation, errors and contributed operator/public interfaces.

Canonical design principles: Core UI design principles. Durable execution process and inventory: Meta UI review program. These source documents are being prepared in the current working tree; this epic does not claim they are released.

Active focus and order

  1. Core/shared-shell contracts and current user-reported regressions; ensure reusable primitives and tests before copying changes to consumers.
  2. Campaign as the first end-to-end review: compact read-only campaign settings dashboard with scoped edit dialogs; large recipient/attachment grids may use a clearly entered bulk-edit mode with Save, Cancel and dirty-navigation protection.
  3. Files, Mail, Templates, Notifications, Docs/Help, Dashboard, Quick Access and Views, then remaining module reviews prioritized by user-facing defects, shared dependencies and verified risk.
  4. Backend-only module contributions and registered placeholder readiness remain visible, pending tracks; no automatic completion because there is no standalone page.

The sequence is a coordination queue, not a claim that reviews have started or finished. Record the next active module, exact surfaces under review, findings, fixes, tests, manual checks and blockers in its linked issue.

Principles and retroactive application

ID Rule Application across reviewed modules
UI-01 Place documentation/help icons next to the relevant heading or label, not in action-button rows. Pending in every module.
UI-02 Display-first, scoped explicit edit dialogs; bulk-edit grids are a documented exception with Save/Cancel/dirty guards. Pending in every module.
UI-03 Shared page archetypes; Reload immediately left of New in the top-right action area; predictable Save/Cancel and destructive-action separation. Pending in every module.
UI-04 Shared table/card geometry, visible actions, usable pagination and resizing without arbitrary text-column hard caps. Pending in every module.
UI-05 Local, accessible loading/error feedback and meaningful progress without repeated background reloads or lost state. Pending in every module.
UI-06 Consistent tree selection, explicit expansion, grouping and reordering. Pending in every module.
UI-07 Keyboard/focus/labels, responsive layouts and complete understandable German. Pending in every module.
UI-08 Preserve permissions, server authority, optional-module boundaries and data integrity on saves, cancel, retries and external effects. Pending in every module.
UI-09 An evolving principle requires a backport/applicability check against every already-reviewed module. No reviewed modules yet.

Every child maintains an applicability / application / evidence / exception matrix. Changing a principle is not complete until already-reviewed modules have recorded evidence of continued conformance or an explicitly linked follow-up (and reopening where appropriate). Track affected modules, reviewed principle revision, migration work and tests; never silently leave older reviews green.

Module review checklist

Implemented scopes — pending review

  • Core / shared shellcore / govoplan-core; pending.
  • Accessaccess / govoplan-access; pending.
  • Addressesaddresses / govoplan-addresses; pending.
  • Adminadmin / govoplan-admin; pending.
  • Approvalsapprovals / govoplan-approvals; pending.
  • Assetsassets / govoplan-assets; pending.
  • Auditaudit / govoplan-audit; pending.
  • Bookingbooking / govoplan-booking; pending.
  • Calendarcalendar / govoplan-calendar; pending.
  • Campaignscampaigns / govoplan-campaign; pending.
  • Casescases / govoplan-cases; pending.
  • Certificatescertificates / govoplan-certificates; pending.
  • Committeecommittee / govoplan-committee; pending.
  • Connectorsconnectors / govoplan-connectors; pending.
  • Consultationconsultation / govoplan-consultation; pending.
  • Contractscontracts / govoplan-contracts; pending.
  • Dashboarddashboard / govoplan-dashboard; pending.
  • Dataflowdataflow / govoplan-dataflow; pending.
  • Datasourcesdatasources / govoplan-datasources; pending.
  • Decisionsdecisions / govoplan-decisions; pending.
  • Distribution Listsdist_lists / govoplan-dist-lists; pending.
  • DMSdms / govoplan-dms; pending.
  • Docsdocs / govoplan-docs; pending.
  • Encryptionencryption / govoplan-encryption; pending.
  • ERPerp / govoplan-erp; pending.
  • Evaluationevaluation / govoplan-evaluation; pending.
  • Facilitiesfacilities / govoplan-facilities; pending.
  • Filesfiles / govoplan-files; pending.
  • FIT-Connectfit_connect / govoplan-fit-connect; pending.
  • Formsforms / govoplan-forms; pending.
  • Forms Runtimeforms_runtime / govoplan-forms-runtime; pending.
  • Grantsgrants / govoplan-grants; pending.
  • Helpdeskhelpdesk / govoplan-helpdesk; pending.
  • Identityidentity / govoplan-identity; pending.
  • Identity Trustidentity_trust / govoplan-identity-trust; pending.
  • IDMidm / govoplan-idm; pending.
  • Inspectionsinspections / govoplan-inspections; pending.
  • Learninglearning / govoplan-learning; pending.
  • Mailmail / govoplan-mail; pending.
  • Mandatesmandates / govoplan-mandates; pending.
  • Notificationsnotifications / govoplan-notifications; pending.
  • Opsops / govoplan-ops; pending.
  • Organizationsorganizations / govoplan-organizations; pending.
  • Partiesparties / govoplan-parties; pending.
  • Paymentspayments / govoplan-payments; pending.
  • Permitspermits / govoplan-permits; pending.
  • Policypolicy / govoplan-policy; pending.
  • Pollpoll / govoplan-poll; pending.
  • Portalportal / govoplan-portal; pending.
  • Postboxpostbox / govoplan-postbox; pending.
  • Procurementprocurement / govoplan-procurement; pending.
  • Projectsprojects / govoplan-projects; pending.
  • Quick Accessquick_access / govoplan-quick-access; pending.
  • Recordsrecords / govoplan-records; pending.
  • Reportingreporting / govoplan-reporting; pending.
  • Resourcesresources / govoplan-resources; pending.
  • REST Connectorrest / govoplan-rest; pending.
  • Risk Compliancerisk_compliance / govoplan-risk-compliance; pending.
  • Schedulingscheduling / govoplan-scheduling; pending.
  • Searchsearch / govoplan-search; pending.
  • Servicesservices / govoplan-services; pending.
  • SOAP Connectorsoap / govoplan-soap; pending.
  • Taskstasks / govoplan-tasks; pending.
  • Templatestemplates / govoplan-templates; pending.
  • Tenancytenancy / govoplan-tenancy; pending.
  • Ticketstickets / govoplan-tickets; pending.
  • Transparencytransparency / govoplan-transparency; pending.
  • Viewsviews / govoplan-views; pending.
  • Votingvoting / govoplan-voting; pending.
  • Wikiwiki / govoplan-wiki; pending.
  • Workflowworkflow / govoplan-workflow; pending.
  • Workflow Engineworkflow_engine / govoplan-workflow-engine; pending.
  • XRechnungxrechnung / govoplan-xrechnung; pending.

Catalogued placeholders — pending readiness / future UI review

  • Appointmentscatalog:govoplan-appointments / govoplan-appointments; pending.
  • Ledgercatalog:govoplan-ledger / govoplan-ledger; pending.
  • Xoevcatalog:govoplan-xoev / govoplan-xoev; pending.
  • Xta Oscicatalog:govoplan-xta-osci / govoplan-xta-osci; pending.

Closure and evidence gate

  • All catalog scopes are linked exactly once; actual pages, dialogs, settings, public/operator contributions and widgets are verified per module.
  • Each implemented module has a completed principle matrix and findings/TODO/done ledger with linked fixes, checks and manual evidence, or explicitly tracked blockers; unresolved work is not described as completed.
  • Placeholder tracks explicitly document readiness and remain pending until actual interfaces exist and are reviewed, or a product decision changes catalog scope.
  • Changes to shared principles have been checked against every already-reviewed module, with reopenings/follow-ups and current revision evidence.
  • Data integrity, security/permissions, EN/DE content, error/loading/empty/dirty states and realistic narrow/wide layouts are verified.
  • Manual checks and product decisions are stated with context; no live send/delete/configuration mutations are performed just to collect UI evidence.

Gitea issues are the canonical living state and evidence log. The source inventory and process document are durable navigation/process artifacts, not a second progress tracker.

<!-- govoplan-ui-review:v1:epic --> ## Objective and current status Review and improve every GovOPlaN module and the Core/shared shell against one evolving, centrally documented visual and interaction language. Prioritize usability defects, inconsistent interactions and shared-component corrections before broader feature development. **Every module review starts pending; the current heading-help icon pass is partial preparation, not a completed review.** The authoritative workspace catalog and source manifests identify **77 review tracks: 73 implemented scopes (Core/shared shell plus 72 manifest-backed modules) and 4 catalogued, currently README-only placeholders (Appointments, Ledger, XÖV and XTA/OSCI)**. Placeholders receive separate readiness/future-UI tracks; they are neither implemented nor reviewed. Meta coordinates this epic; Meta and the public website are not counted as business modules. Modules without a standalone WebUI must still review their admin/configuration, documentation, errors and contributed operator/public interfaces. Canonical design principles: [Core UI design principles](https://git.add-ideas.de/GovOPlaN/govoplan-core/src/branch/main/docs/UI_DESIGN_PRINCIPLES.md). Durable execution process and inventory: [Meta UI review program](https://git.add-ideas.de/GovOPlaN/govoplan/src/branch/main/docs/project/UI_REVIEW_PROGRAM.md). These source documents are being prepared in the current working tree; this epic does not claim they are released. ## Active focus and order 1. Core/shared-shell contracts and current user-reported regressions; ensure reusable primitives and tests before copying changes to consumers. 2. Campaign as the first end-to-end review: compact read-only campaign settings dashboard with scoped edit dialogs; large recipient/attachment grids may use a clearly entered bulk-edit mode with Save, Cancel and dirty-navigation protection. 3. Files, Mail, Templates, Notifications, Docs/Help, Dashboard, Quick Access and Views, then remaining module reviews prioritized by user-facing defects, shared dependencies and verified risk. 4. Backend-only module contributions and registered placeholder readiness remain visible, pending tracks; no automatic completion because there is no standalone page. The sequence is a coordination queue, not a claim that reviews have started or finished. Record the next active module, exact surfaces under review, findings, fixes, tests, manual checks and blockers in its linked issue. ## Principles and retroactive application | ID | Rule | Application across reviewed modules | | --- | --- | --- | | UI-01 | Place documentation/help icons next to the relevant heading or label, not in action-button rows. | Pending in every module. | | UI-02 | Display-first, scoped explicit edit dialogs; bulk-edit grids are a documented exception with Save/Cancel/dirty guards. | Pending in every module. | | UI-03 | Shared page archetypes; Reload immediately left of New in the top-right action area; predictable Save/Cancel and destructive-action separation. | Pending in every module. | | UI-04 | Shared table/card geometry, visible actions, usable pagination and resizing without arbitrary text-column hard caps. | Pending in every module. | | UI-05 | Local, accessible loading/error feedback and meaningful progress without repeated background reloads or lost state. | Pending in every module. | | UI-06 | Consistent tree selection, explicit expansion, grouping and reordering. | Pending in every module. | | UI-07 | Keyboard/focus/labels, responsive layouts and complete understandable German. | Pending in every module. | | UI-08 | Preserve permissions, server authority, optional-module boundaries and data integrity on saves, cancel, retries and external effects. | Pending in every module. | | UI-09 | An evolving principle requires a backport/applicability check against every already-reviewed module. | No reviewed modules yet. | Every child maintains an **applicability / application / evidence / exception** matrix. Changing a principle is not complete until already-reviewed modules have recorded evidence of continued conformance or an explicitly linked follow-up (and reopening where appropriate). Track affected modules, reviewed principle revision, migration work and tests; never silently leave older reviews green. ## Module review checklist <!-- govoplan-ui-review:module-list:start --> ### Implemented scopes — pending review - [ ] [Core / shared shell](https://git.add-ideas.de/GovOPlaN/govoplan-core/issues/301) — `core` / `govoplan-core`; pending. - [ ] [Access](https://git.add-ideas.de/GovOPlaN/govoplan-access/issues/23) — `access` / `govoplan-access`; pending. - [ ] [Addresses](https://git.add-ideas.de/GovOPlaN/govoplan-addresses/issues/26) — `addresses` / `govoplan-addresses`; pending. - [ ] [Admin](https://git.add-ideas.de/GovOPlaN/govoplan-admin/issues/11) — `admin` / `govoplan-admin`; pending. - [ ] [Approvals](https://git.add-ideas.de/GovOPlaN/govoplan-approvals/issues/5) — `approvals` / `govoplan-approvals`; pending. - [ ] [Assets](https://git.add-ideas.de/GovOPlaN/govoplan-assets/issues/1) — `assets` / `govoplan-assets`; pending. - [ ] [Audit](https://git.add-ideas.de/GovOPlaN/govoplan-audit/issues/10) — `audit` / `govoplan-audit`; pending. - [ ] [Booking](https://git.add-ideas.de/GovOPlaN/govoplan-booking/issues/1) — `booking` / `govoplan-booking`; pending. - [ ] [Calendar](https://git.add-ideas.de/GovOPlaN/govoplan-calendar/issues/26) — `calendar` / `govoplan-calendar`; pending. - [ ] [Campaigns](https://git.add-ideas.de/GovOPlaN/govoplan-campaign/issues/103) — `campaigns` / `govoplan-campaign`; pending. - [ ] [Cases](https://git.add-ideas.de/GovOPlaN/govoplan-cases/issues/8) — `cases` / `govoplan-cases`; pending. - [ ] [Certificates](https://git.add-ideas.de/GovOPlaN/govoplan-certificates/issues/1) — `certificates` / `govoplan-certificates`; pending. - [ ] [Committee](https://git.add-ideas.de/GovOPlaN/govoplan-committee/issues/5) — `committee` / `govoplan-committee`; pending. - [ ] [Connectors](https://git.add-ideas.de/GovOPlaN/govoplan-connectors/issues/20) — `connectors` / `govoplan-connectors`; pending. - [ ] [Consultation](https://git.add-ideas.de/GovOPlaN/govoplan-consultation/issues/1) — `consultation` / `govoplan-consultation`; pending. - [ ] [Contracts](https://git.add-ideas.de/GovOPlaN/govoplan-contracts/issues/1) — `contracts` / `govoplan-contracts`; pending. - [ ] [Dashboard](https://git.add-ideas.de/GovOPlaN/govoplan-dashboard/issues/6) — `dashboard` / `govoplan-dashboard`; pending. - [ ] [Dataflow](https://git.add-ideas.de/GovOPlaN/govoplan-dataflow/issues/24) — `dataflow` / `govoplan-dataflow`; pending. - [ ] [Datasources](https://git.add-ideas.de/GovOPlaN/govoplan-datasources/issues/10) — `datasources` / `govoplan-datasources`; pending. - [ ] [Decisions](https://git.add-ideas.de/GovOPlaN/govoplan-decisions/issues/2) — `decisions` / `govoplan-decisions`; pending. - [ ] [Distribution Lists](https://git.add-ideas.de/GovOPlaN/govoplan-dist-lists/issues/10) — `dist_lists` / `govoplan-dist-lists`; pending. - [ ] [DMS](https://git.add-ideas.de/GovOPlaN/govoplan-dms/issues/3) — `dms` / `govoplan-dms`; pending. - [ ] [Docs](https://git.add-ideas.de/GovOPlaN/govoplan-docs/issues/23) — `docs` / `govoplan-docs`; pending. - [ ] [Encryption](https://git.add-ideas.de/GovOPlaN/govoplan-encryption/issues/7) — `encryption` / `govoplan-encryption`; pending. - [ ] [ERP](https://git.add-ideas.de/GovOPlaN/govoplan-erp/issues/2) — `erp` / `govoplan-erp`; pending. - [ ] [Evaluation](https://git.add-ideas.de/GovOPlaN/govoplan-evaluation/issues/1) — `evaluation` / `govoplan-evaluation`; pending. - [ ] [Facilities](https://git.add-ideas.de/GovOPlaN/govoplan-facilities/issues/1) — `facilities` / `govoplan-facilities`; pending. - [ ] [Files](https://git.add-ideas.de/GovOPlaN/govoplan-files/issues/48) — `files` / `govoplan-files`; pending. - [ ] [FIT-Connect](https://git.add-ideas.de/GovOPlaN/govoplan-fit-connect/issues/2) — `fit_connect` / `govoplan-fit-connect`; pending. - [ ] [Forms](https://git.add-ideas.de/GovOPlaN/govoplan-forms/issues/7) — `forms` / `govoplan-forms`; pending. - [ ] [Forms Runtime](https://git.add-ideas.de/GovOPlaN/govoplan-forms-runtime/issues/7) — `forms_runtime` / `govoplan-forms-runtime`; pending. - [ ] [Grants](https://git.add-ideas.de/GovOPlaN/govoplan-grants/issues/1) — `grants` / `govoplan-grants`; pending. - [ ] [Helpdesk](https://git.add-ideas.de/GovOPlaN/govoplan-helpdesk/issues/1) — `helpdesk` / `govoplan-helpdesk`; pending. - [ ] [Identity](https://git.add-ideas.de/GovOPlaN/govoplan-identity/issues/5) — `identity` / `govoplan-identity`; pending. - [ ] [Identity Trust](https://git.add-ideas.de/GovOPlaN/govoplan-identity-trust/issues/4) — `identity_trust` / `govoplan-identity-trust`; pending. - [ ] [IDM](https://git.add-ideas.de/GovOPlaN/govoplan-idm/issues/14) — `idm` / `govoplan-idm`; pending. - [ ] [Inspections](https://git.add-ideas.de/GovOPlaN/govoplan-inspections/issues/1) — `inspections` / `govoplan-inspections`; pending. - [ ] [Learning](https://git.add-ideas.de/GovOPlaN/govoplan-learning/issues/1) — `learning` / `govoplan-learning`; pending. - [ ] [Mail](https://git.add-ideas.de/GovOPlaN/govoplan-mail/issues/25) — `mail` / `govoplan-mail`; pending. - [ ] [Mandates](https://git.add-ideas.de/GovOPlaN/govoplan-mandates/issues/2) — `mandates` / `govoplan-mandates`; pending. - [ ] [Notifications](https://git.add-ideas.de/GovOPlaN/govoplan-notifications/issues/7) — `notifications` / `govoplan-notifications`; pending. - [ ] [Ops](https://git.add-ideas.de/GovOPlaN/govoplan-ops/issues/5) — `ops` / `govoplan-ops`; pending. - [ ] [Organizations](https://git.add-ideas.de/GovOPlaN/govoplan-organizations/issues/9) — `organizations` / `govoplan-organizations`; pending. - [ ] [Parties](https://git.add-ideas.de/GovOPlaN/govoplan-parties/issues/2) — `parties` / `govoplan-parties`; pending. - [ ] [Payments](https://git.add-ideas.de/GovOPlaN/govoplan-payments/issues/3) — `payments` / `govoplan-payments`; pending. - [ ] [Permits](https://git.add-ideas.de/GovOPlaN/govoplan-permits/issues/1) — `permits` / `govoplan-permits`; pending. - [ ] [Policy](https://git.add-ideas.de/GovOPlaN/govoplan-policy/issues/14) — `policy` / `govoplan-policy`; pending. - [ ] [Poll](https://git.add-ideas.de/GovOPlaN/govoplan-poll/issues/5) — `poll` / `govoplan-poll`; pending. - [ ] [Portal](https://git.add-ideas.de/GovOPlaN/govoplan-portal/issues/4) — `portal` / `govoplan-portal`; pending. - [ ] [Postbox](https://git.add-ideas.de/GovOPlaN/govoplan-postbox/issues/29) — `postbox` / `govoplan-postbox`; pending. - [ ] [Procurement](https://git.add-ideas.de/GovOPlaN/govoplan-procurement/issues/1) — `procurement` / `govoplan-procurement`; pending. - [ ] [Projects](https://git.add-ideas.de/GovOPlaN/govoplan-projects/issues/4) — `projects` / `govoplan-projects`; pending. - [ ] [Quick Access](https://git.add-ideas.de/GovOPlaN/govoplan-quick-access/issues/3) — `quick_access` / `govoplan-quick-access`; pending. - [ ] [Records](https://git.add-ideas.de/GovOPlaN/govoplan-records/issues/10) — `records` / `govoplan-records`; pending. - [ ] [Reporting](https://git.add-ideas.de/GovOPlaN/govoplan-reporting/issues/11) — `reporting` / `govoplan-reporting`; pending. - [ ] [Resources](https://git.add-ideas.de/GovOPlaN/govoplan-resources/issues/1) — `resources` / `govoplan-resources`; pending. - [ ] [REST Connector](https://git.add-ideas.de/GovOPlaN/govoplan-rest/issues/1) — `rest` / `govoplan-rest`; pending. - [ ] [Risk Compliance](https://git.add-ideas.de/GovOPlaN/govoplan-risk-compliance/issues/10) — `risk_compliance` / `govoplan-risk-compliance`; pending. - [ ] [Scheduling](https://git.add-ideas.de/GovOPlaN/govoplan-scheduling/issues/10) — `scheduling` / `govoplan-scheduling`; pending. - [ ] [Search](https://git.add-ideas.de/GovOPlaN/govoplan-search/issues/6) — `search` / `govoplan-search`; pending. - [ ] [Services](https://git.add-ideas.de/GovOPlaN/govoplan-services/issues/2) — `services` / `govoplan-services`; pending. - [ ] [SOAP Connector](https://git.add-ideas.de/GovOPlaN/govoplan-soap/issues/1) — `soap` / `govoplan-soap`; pending. - [ ] [Tasks](https://git.add-ideas.de/GovOPlaN/govoplan-tasks/issues/5) — `tasks` / `govoplan-tasks`; pending. - [ ] [Templates](https://git.add-ideas.de/GovOPlaN/govoplan-templates/issues/8) — `templates` / `govoplan-templates`; pending. - [ ] [Tenancy](https://git.add-ideas.de/GovOPlaN/govoplan-tenancy/issues/7) — `tenancy` / `govoplan-tenancy`; pending. - [ ] [Tickets](https://git.add-ideas.de/GovOPlaN/govoplan-tickets/issues/3) — `tickets` / `govoplan-tickets`; pending. - [ ] [Transparency](https://git.add-ideas.de/GovOPlaN/govoplan-transparency/issues/1) — `transparency` / `govoplan-transparency`; pending. - [ ] [Views](https://git.add-ideas.de/GovOPlaN/govoplan-views/issues/6) — `views` / `govoplan-views`; pending. - [ ] [Voting](https://git.add-ideas.de/GovOPlaN/govoplan-voting/issues/8) — `voting` / `govoplan-voting`; pending. - [ ] [Wiki](https://git.add-ideas.de/GovOPlaN/govoplan-wiki/issues/2) — `wiki` / `govoplan-wiki`; pending. - [ ] [Workflow](https://git.add-ideas.de/GovOPlaN/govoplan-workflow/issues/17) — `workflow` / `govoplan-workflow`; pending. - [ ] [Workflow Engine](https://git.add-ideas.de/GovOPlaN/govoplan-workflow-engine/issues/4) — `workflow_engine` / `govoplan-workflow-engine`; pending. - [ ] [XRechnung](https://git.add-ideas.de/GovOPlaN/govoplan-xrechnung/issues/3) — `xrechnung` / `govoplan-xrechnung`; pending. ### Catalogued placeholders — pending readiness / future UI review - [ ] [Appointments](https://git.add-ideas.de/GovOPlaN/govoplan-appointments/issues/2) — `catalog:govoplan-appointments` / `govoplan-appointments`; pending. - [ ] [Ledger](https://git.add-ideas.de/GovOPlaN/govoplan-ledger/issues/1) — `catalog:govoplan-ledger` / `govoplan-ledger`; pending. - [ ] [Xoev](https://git.add-ideas.de/GovOPlaN/govoplan-xoev/issues/2) — `catalog:govoplan-xoev` / `govoplan-xoev`; pending. - [ ] [Xta Osci](https://git.add-ideas.de/GovOPlaN/govoplan-xta-osci/issues/1) — `catalog:govoplan-xta-osci` / `govoplan-xta-osci`; pending. <!-- govoplan-ui-review:module-list:end --> ## Closure and evidence gate - [ ] All catalog scopes are linked exactly once; actual pages, dialogs, settings, public/operator contributions and widgets are verified per module. - [ ] Each implemented module has a completed principle matrix and findings/TODO/done ledger with linked fixes, checks and manual evidence, or explicitly tracked blockers; unresolved work is not described as completed. - [ ] Placeholder tracks explicitly document readiness and remain pending until actual interfaces exist and are reviewed, or a product decision changes catalog scope. - [ ] Changes to shared principles have been checked against every already-reviewed module, with reopenings/follow-ups and current revision evidence. - [ ] Data integrity, security/permissions, EN/DE content, error/loading/empty/dirty states and realistic narrow/wide layouts are verified. - [ ] Manual checks and product decisions are stated with context; no live send/delete/configuration mutations are performed just to collect UI evidence. Gitea issues are the canonical living state and evidence log. The source inventory and process document are durable navigation/process artifacts, not a second progress tracker.
zemion added the
type
task
area/docs
priority
p1
status
in-progress
area/webui
labels 2026-09-08 18:32:00 +02:00
Author
Owner

Partial implementation evidence — initial UI-01 rollout

Implemented locally; uncommitted and unpushed. All 77 module review tracks remain pending. This is preparation and partial evidence, not a completed product-wide or module-by-module review.

  • Core now defines UI-01–UI-09 in docs/UI_DESIGN_PRINCIPLES.md and supplies shared heading/label help primitives, including page/card/dialog/admin/workspace headings and widget-card title association.
  • The UI-01 consumer pass migrates the affected documentation-book affordances from action rows or detached locations to their relevant visible text, with owning English/German manifest documentation updates in 41 consumer repositories.
  • Meta now provides the workspace heading-help conformance check and tests, the durable review process, the 77-issue inventory, and safe idempotent issue bootstrap automation.
  • The initial issue program contains 73 implemented scopes (Core +72 manifest modules) and four clearly separated placeholder/readiness scopes; none was automatically marked reviewed.

Affected pending reviews

  • Core / shared shell — UI-01 partial implementation; full review pending.
  • Access — UI-01 partial implementation; full review pending.
  • Addresses — UI-01 partial implementation; full review pending.
  • Admin — UI-01 partial implementation; full review pending.
  • Approvals — UI-01 partial implementation; full review pending.
  • Audit — UI-01 partial implementation; full review pending.
  • Calendar — UI-01 partial implementation; full review pending.
  • Campaigns — UI-01 partial implementation; full review pending.
  • Cases — UI-01 partial implementation; full review pending.
  • Committee — UI-01 partial implementation; full review pending.
  • Dashboard — UI-01 partial implementation; full review pending.
  • Dataflow — UI-01 partial implementation; full review pending.
  • Datasources — UI-01 partial implementation; full review pending.
  • Distribution Lists — UI-01 partial implementation; full review pending.
  • Files — UI-01 partial implementation; full review pending.
  • Forms — UI-01 partial implementation; full review pending.
  • Forms Runtime — UI-01 partial implementation; full review pending.
  • Helpdesk — UI-01 partial implementation; full review pending.
  • IDM — UI-01 partial implementation; full review pending.
  • Mail — UI-01 partial implementation; full review pending.
  • Notifications — UI-01 partial implementation; full review pending.
  • Ops — UI-01 partial implementation; full review pending.
  • Organizations — UI-01 partial implementation; full review pending.
  • Payments — UI-01 partial implementation; full review pending.
  • Policy — UI-01 partial implementation; full review pending.
  • Portal — UI-01 partial implementation; full review pending.
  • Postbox — UI-01 partial implementation; full review pending.
  • Projects — UI-01 partial implementation; full review pending.
  • Quick Access — UI-01 partial implementation; full review pending.
  • Records — UI-01 partial implementation; full review pending.
  • Reporting — UI-01 partial implementation; full review pending.
  • Risk Compliance — UI-01 partial implementation; full review pending.
  • Scheduling — UI-01 partial implementation; full review pending.
  • Search — UI-01 partial implementation; full review pending.
  • Tasks — UI-01 partial implementation; full review pending.
  • Templates — UI-01 partial implementation; full review pending.
  • Tenancy — UI-01 partial implementation; full review pending.
  • Tickets — UI-01 partial implementation; full review pending.
  • Views — UI-01 partial implementation; full review pending.
  • Voting — UI-01 partial implementation; full review pending.
  • Wiki — UI-01 partial implementation; full review pending.
  • Workflow — UI-01 partial implementation; full review pending.

Verification

Verified rollout checks (shared evidence, not a complete manual review of this module):

  • Main product WebUI build and bundle-budget gate: passed.
  • Conformance TypeScript: passed.
  • Heading-help / EN-DE guard tests: 21 passed.
  • Workspace placement scan: 129 links across 327 TSX files in 47 WebUI modules passed.
  • Manifest-shape/documentation validation: 72/72 modules passed.
  • Core help/layout component tests: passed.
  • Targeted browser checks: 12 passed; full Core browser conformance: 253/253 passed in 7.2 minutes, with no failures or source fixes during that full run.

Additional verified actual-module evidence: at a 3085 px viewport, Dashboard display, configuration and return-to-display each kept the documentation book 6 px from its associated heading. Clean Cancel worked. The diagnostic browser recorded zero errors and no business writes; only diagnostic login/logout occurred.

The rollout also added 18 missing heading translations across 14 modules. These are focused German-parity fixes, not a declaration that every module's UI review is complete.

Broader-gate limitation: the wider focused gate, including the 63 optional-module build matrix, was still running at this evidence snapshot. This comment does not claim that the entire focused gate passed.

The review bootstrap was separately verified read-only: all 77 issues open/pending; all epic links and backlinks present; all nine-rule matrices pending; rerun finds 77 existing issues, zero missing and creates zero duplicates. The automation and documentation-structure checks passed 17 tests.

Remaining work

  • Perform the actual module-by-module review, maintain each findings/TODO/done ledger and record the tested principle revision and manual surface coverage.
  • Campaign UI-02 is still pending: implement and review the compact read-only campaign settings overview with scoped edit dialogs; large-grid bulk editing remains an explicit, justified mode with Save/Cancel and dirty-navigation protection.
  • Check accessibility, German, save/cancel/reload, failure states, security/data integrity and realistic narrow/wide layouts across the full module scope; isolated shared tests do not replace these reviews.
  • Keep new or revised principles in the central back-propagation ledger, reopening or linking follow-ups for affected previously reviewed modules. No module is green merely because it participated in this icon pass.
  • Source remains uncommitted/unpushed; no release or deployment is claimed.
<!-- govoplan-ui-review:v1:partial-evidence:2026-09-08-heading-help:meta --> ## Partial implementation evidence — initial UI-01 rollout **Implemented locally; uncommitted and unpushed. All 77 module review tracks remain pending.** This is preparation and partial evidence, not a completed product-wide or module-by-module review. - Core now defines UI-01–UI-09 in `docs/UI_DESIGN_PRINCIPLES.md` and supplies shared heading/label help primitives, including page/card/dialog/admin/workspace headings and widget-card title association. - The UI-01 consumer pass migrates the affected documentation-book affordances from action rows or detached locations to their relevant visible text, with owning English/German manifest documentation updates in 41 consumer repositories. - Meta now provides the workspace heading-help conformance check and tests, the durable review process, the 77-issue inventory, and safe idempotent issue bootstrap automation. - The initial issue program contains 73 implemented scopes (Core +72 manifest modules) and four clearly separated placeholder/readiness scopes; none was automatically marked reviewed. ### Affected pending reviews - [Core / shared shell](https://git.add-ideas.de/GovOPlaN/govoplan-core/issues/301) — UI-01 partial implementation; full review pending. - [Access](https://git.add-ideas.de/GovOPlaN/govoplan-access/issues/23) — UI-01 partial implementation; full review pending. - [Addresses](https://git.add-ideas.de/GovOPlaN/govoplan-addresses/issues/26) — UI-01 partial implementation; full review pending. - [Admin](https://git.add-ideas.de/GovOPlaN/govoplan-admin/issues/11) — UI-01 partial implementation; full review pending. - [Approvals](https://git.add-ideas.de/GovOPlaN/govoplan-approvals/issues/5) — UI-01 partial implementation; full review pending. - [Audit](https://git.add-ideas.de/GovOPlaN/govoplan-audit/issues/10) — UI-01 partial implementation; full review pending. - [Calendar](https://git.add-ideas.de/GovOPlaN/govoplan-calendar/issues/26) — UI-01 partial implementation; full review pending. - [Campaigns](https://git.add-ideas.de/GovOPlaN/govoplan-campaign/issues/103) — UI-01 partial implementation; full review pending. - [Cases](https://git.add-ideas.de/GovOPlaN/govoplan-cases/issues/8) — UI-01 partial implementation; full review pending. - [Committee](https://git.add-ideas.de/GovOPlaN/govoplan-committee/issues/5) — UI-01 partial implementation; full review pending. - [Dashboard](https://git.add-ideas.de/GovOPlaN/govoplan-dashboard/issues/6) — UI-01 partial implementation; full review pending. - [Dataflow](https://git.add-ideas.de/GovOPlaN/govoplan-dataflow/issues/24) — UI-01 partial implementation; full review pending. - [Datasources](https://git.add-ideas.de/GovOPlaN/govoplan-datasources/issues/10) — UI-01 partial implementation; full review pending. - [Distribution Lists](https://git.add-ideas.de/GovOPlaN/govoplan-dist-lists/issues/10) — UI-01 partial implementation; full review pending. - [Files](https://git.add-ideas.de/GovOPlaN/govoplan-files/issues/48) — UI-01 partial implementation; full review pending. - [Forms](https://git.add-ideas.de/GovOPlaN/govoplan-forms/issues/7) — UI-01 partial implementation; full review pending. - [Forms Runtime](https://git.add-ideas.de/GovOPlaN/govoplan-forms-runtime/issues/7) — UI-01 partial implementation; full review pending. - [Helpdesk](https://git.add-ideas.de/GovOPlaN/govoplan-helpdesk/issues/1) — UI-01 partial implementation; full review pending. - [IDM](https://git.add-ideas.de/GovOPlaN/govoplan-idm/issues/14) — UI-01 partial implementation; full review pending. - [Mail](https://git.add-ideas.de/GovOPlaN/govoplan-mail/issues/25) — UI-01 partial implementation; full review pending. - [Notifications](https://git.add-ideas.de/GovOPlaN/govoplan-notifications/issues/7) — UI-01 partial implementation; full review pending. - [Ops](https://git.add-ideas.de/GovOPlaN/govoplan-ops/issues/5) — UI-01 partial implementation; full review pending. - [Organizations](https://git.add-ideas.de/GovOPlaN/govoplan-organizations/issues/9) — UI-01 partial implementation; full review pending. - [Payments](https://git.add-ideas.de/GovOPlaN/govoplan-payments/issues/3) — UI-01 partial implementation; full review pending. - [Policy](https://git.add-ideas.de/GovOPlaN/govoplan-policy/issues/14) — UI-01 partial implementation; full review pending. - [Portal](https://git.add-ideas.de/GovOPlaN/govoplan-portal/issues/4) — UI-01 partial implementation; full review pending. - [Postbox](https://git.add-ideas.de/GovOPlaN/govoplan-postbox/issues/29) — UI-01 partial implementation; full review pending. - [Projects](https://git.add-ideas.de/GovOPlaN/govoplan-projects/issues/4) — UI-01 partial implementation; full review pending. - [Quick Access](https://git.add-ideas.de/GovOPlaN/govoplan-quick-access/issues/3) — UI-01 partial implementation; full review pending. - [Records](https://git.add-ideas.de/GovOPlaN/govoplan-records/issues/10) — UI-01 partial implementation; full review pending. - [Reporting](https://git.add-ideas.de/GovOPlaN/govoplan-reporting/issues/11) — UI-01 partial implementation; full review pending. - [Risk Compliance](https://git.add-ideas.de/GovOPlaN/govoplan-risk-compliance/issues/10) — UI-01 partial implementation; full review pending. - [Scheduling](https://git.add-ideas.de/GovOPlaN/govoplan-scheduling/issues/10) — UI-01 partial implementation; full review pending. - [Search](https://git.add-ideas.de/GovOPlaN/govoplan-search/issues/6) — UI-01 partial implementation; full review pending. - [Tasks](https://git.add-ideas.de/GovOPlaN/govoplan-tasks/issues/5) — UI-01 partial implementation; full review pending. - [Templates](https://git.add-ideas.de/GovOPlaN/govoplan-templates/issues/8) — UI-01 partial implementation; full review pending. - [Tenancy](https://git.add-ideas.de/GovOPlaN/govoplan-tenancy/issues/7) — UI-01 partial implementation; full review pending. - [Tickets](https://git.add-ideas.de/GovOPlaN/govoplan-tickets/issues/3) — UI-01 partial implementation; full review pending. - [Views](https://git.add-ideas.de/GovOPlaN/govoplan-views/issues/6) — UI-01 partial implementation; full review pending. - [Voting](https://git.add-ideas.de/GovOPlaN/govoplan-voting/issues/8) — UI-01 partial implementation; full review pending. - [Wiki](https://git.add-ideas.de/GovOPlaN/govoplan-wiki/issues/2) — UI-01 partial implementation; full review pending. - [Workflow](https://git.add-ideas.de/GovOPlaN/govoplan-workflow/issues/17) — UI-01 partial implementation; full review pending. ### Verification Verified rollout checks (shared evidence, not a complete manual review of this module): - Main product WebUI build and bundle-budget gate: **passed**. - Conformance TypeScript: **passed**. - Heading-help / EN-DE guard tests: **21 passed**. - Workspace placement scan: **129 links across 327 TSX files in 47 WebUI modules passed**. - Manifest-shape/documentation validation: **72/72 modules passed**. - Core help/layout component tests: **passed**. - Targeted browser checks: **12 passed**; full Core browser conformance: **253/253 passed in 7.2 minutes**, with no failures or source fixes during that full run. Additional verified actual-module evidence: at a **3085 px** viewport, Dashboard display, configuration and return-to-display each kept the documentation book **6 px** from its associated heading. Clean Cancel worked. The diagnostic browser recorded **zero errors and no business writes**; only diagnostic login/logout occurred. The rollout also added **18 missing heading translations across 14 modules**. These are focused German-parity fixes, not a declaration that every module's UI review is complete. **Broader-gate limitation:** the wider focused gate, including the **63 optional-module build matrix**, was still running at this evidence snapshot. This comment does **not** claim that the entire focused gate passed. The review bootstrap was separately verified read-only: all 77 issues open/pending; all epic links and backlinks present; all nine-rule matrices pending; rerun finds 77 existing issues, zero missing and creates zero duplicates. The automation and documentation-structure checks passed 17 tests. ### Remaining work - Perform the actual module-by-module review, maintain each findings/TODO/done ledger and record the tested principle revision and manual surface coverage. - **Campaign UI-02 is still pending:** implement and review the compact read-only campaign settings overview with scoped edit dialogs; large-grid bulk editing remains an explicit, justified mode with Save/Cancel and dirty-navigation protection. - Check accessibility, German, save/cancel/reload, failure states, security/data integrity and realistic narrow/wide layouts across the full module scope; isolated shared tests do not replace these reviews. - Keep new or revised principles in the central back-propagation ledger, reopening or linking follow-ups for affected previously reviewed modules. No module is green merely because it participated in this icon pass. - Source remains uncommitted/unpushed; no release or deployment is claimed.
Author
Owner

Verification addendum — partial UI-01 rollout

This updates the broader-gate status in the earlier partial-implementation evidence.

  • Full tools/checks/check-focused.sh run: passed (exit 0) — local verification log: /mnt/DATA/tmp/govoplan-ui-review-20260908-1EveCs/focused.log; trailing module checks also passed.
  • Optional-module build permutations: all 63 passed.
  • 36 module interface/structure scripts: the separate batch passed.
  • Integrated browser suite: 253/253 passed in 7.4 minutes.
  • Final workspace git diff --check loop: passed (exit 0).

These checks verify the bounded implementation, not the complete usability of every module. All module reviews and their checkboxes remain pending. Source remains local, uncommitted and unpushed; no release or deployment is claimed. Campaign’s UI-02 compact settings overview/scoped edit dialogs remain a separate pending implementation and review slice.

<!-- govoplan-ui-review:v1:verification-addendum:2026-09-08-heading-help:meta --> ## Verification addendum — partial UI-01 rollout This updates the broader-gate status in the [earlier partial-implementation evidence](https://git.add-ideas.de/GovOPlaN/govoplan/issues/56#issuecomment-20945). - Full `tools/checks/check-focused.sh` run: **passed (exit 0)** — local verification log: `/mnt/DATA/tmp/govoplan-ui-review-20260908-1EveCs/focused.log`; trailing module checks also passed. - Optional-module build permutations: **all 63 passed**. - **36 module interface/structure scripts:** the separate batch **passed**. - Integrated browser suite: **253/253 passed in 7.4 minutes**. - Final workspace `git diff --check` loop: **passed (exit 0)**. These checks verify the bounded implementation, not the complete usability of every module. **All module reviews and their checkboxes remain pending.** Source remains local, uncommitted and unpushed; no release or deployment is claimed. Campaign’s UI-02 compact settings overview/scoped edit dialogs remain a separate pending implementation and review slice.
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Reference: GovOPlaN/govoplan#56