govoplan/docs/PLATFORM_CORE_IDEAS.md

# GovOPlaN Platform Core Ideas

## Purpose

GovOPlaN is an institutional governance and operations layer. Its central
promise is:

> Model the institution, orchestrate its work, connect its systems, and
> preserve why and under whose authority it acted.

The platform should let people complete a real task without understanding its
repository or module graph. It should let institutions retain control over
their data, procedures, providers, and deployment while still sharing
interoperable definitions and evidence.

This document is the stable summary of the ideas that every product package,
module, interface, and integration must preserve. Current implementation state
lives in [Strategy Status](STRATEGY_STATUS.md).

## Ten Core Ideas

### 1. Institutional context before application context

Work happens for a tenant, institution, organizational unit, function,
mandate, jurisdiction, service, case, and represented party. The real actor
and represented capacity remain distinct. Application permissions alone do not
prove institutional competence.

### 2. Governance is executable

Policy is not explanatory prose around an operation. Consequential actions
must expose applicable rules, authority, purpose, expected effects, review
requirements, recovery behavior, and evidence. Inheritance may tighten a rule
but must not silently loosen an upstream constraint.

### 3. Time has two independent meanings

Valid time answers when a fact applied. Recorded time answers what the system
knew at a point in history. Historical browsing changes the business-data
projection, never the current authorization context. Corrections and
supersession remain visible rather than rewriting history.

### 4. One context, many owners

Cases, tasks, decisions, records, messages, files, appointments, reports, and
external objects remain owned by their domain modules or source systems. Stable
references create one navigable context without a universal copied master
record or cross-module table access.

### 5. Native and connected operation are peers

For every integration, GovOPlaN states whether it is authoritative, mirrors an
external source, synchronizes governed fields, adds a governance overlay, or
keeps a link only. An external system can be used today and replaced later
without losing provenance or institutional control.

### 6. Human work is a first-class system object

An intake becomes owned, reviewable work. A person can see the current context,
next responsible action, reason, deadline, consequence, and completion
evidence. Workflow Engine coordinates machine and human transitions; focused
views guide people through the relevant platform surfaces.

### 7. Views reduce complexity without changing authority

The interface is a task- and role-sensitive projection of installed
capabilities. Views, dashboards, search, documentation, and workflow-guided
surfaces may hide irrelevant functions, but they never grant access. Users can
escape a focused mode when policy permits and can always understand why
something is unavailable.

### 8. Evidence and recovery are part of the operation

Intent, exact input versions, approvals, external effects, receipts,
outcome-unknown states, reconciliation, corrections, retention, and recovery
belong to one evidence chain. A retry must be idempotent; rollback claims must
distinguish reversible local state from effects already observed elsewhere.

### 9. Inclusion is multi-channel, not portal-only

Public portal, postbox, mail, telephone, paper, in-person assistance, APIs, and
external systems are channels around the same governed work. Assisted entry
records who entered information, for whom, from which source, with which
attestation, and how the affected person receives a usable receipt and
correction path.

### 10. Successful configurations are portable products

Modules are ingredients. A usable product is a signed configuration package
with terminology, forms, policies, workflows, views, reports, provider
profiles, documentation, migration rules, and evidence. Institutions derive
local packages without forking code or weakening inherited constraints.

## Platform Planes

The planes below are ownership lenses, not navigation groups or mandatory
deployment tiers.

| Plane | Responsibility |
| --- | --- |
| Experience | Shell, views, dashboard, search, help, accessibility, and task-focused composition |
| Participation and channels | Portal, postbox, mail, campaigns, calendar, scheduling, consultation, and assisted channels |
| Human work and procedure | Services, forms/runtime, cases, tasks, approvals, workflow execution, and domain procedures |
| Content, records, and evidence | Files, templates, DMS, eAkte/records, audit, reporting, transparency, and publication |
| Institutional governance | Identity, access, tenancy, organizations, functions, mandates, policy, trust, and formal decisions |
| Data and integration | Connectors, datasources, dataflow, search, external references, provider health, and reconciliation |
| Runtime and assurance | Module composition, operations, deployment, recovery, security evidence, and signed packages |

## Canonical Distinctions

The platform must not collapse these pairs:

- identity vs account vs represented capacity;
- role/permission vs function/mandate/competence;
- valid time vs recorded time;
- purpose for use vs general technical access;
- document content vs managed file bytes vs institutional record;
- task vs workflow definition vs workflow instance;
- approval vs formal decision;
- message intent vs transport delivery vs recipient acknowledgement;
- source authority vs connector maturity;
- current state vs historical evidence;
- correction/compensation vs erasure of an observed effect;
- a module boundary vs a user-visible product boundary.

## Product Experience Rule

The normal user interface speaks in services, work, records, messages,
meetings, decisions, and outcomes. Module names, provider IDs, capability names,
package coordinates, and schema details are technical provenance. They are
visible to administrators and in expandable diagnostics, but they are not the
primary information architecture for ordinary work.

## Maturity Rule

A repository, route, model, or unit test does not make a capability complete.
Claims advance only with evidence appropriate to the claim:

1. `scaffold`: boundary and documentation exist;
2. `vertical_slice`: useful behavior has focused tests;
3. `reference_ready`: an end-to-end reference journey passed target,
   accessibility, privacy, security, operations, and recovery evidence;
4. `supported`: upgrades, interoperability, support procedures, and release
   guarantees are defined;
5. `lts`: compatibility and maintenance windows are contractual.

## Deliberate Non-Goals

GovOPlaN does not aim to:

- replace every specialist system, ERP, DMS, groupware, or data tool;
- make one database authoritative for every connected fact;
- expose every installed capability to every person;
- infer authority from organizational membership alone;
- make historical browsing weaken current security;
- treat AI output as an unaccountable institutional decision;
- create a repository for every noun in the information model;
- claim production maturity from local development evidence.

## Decision Test

A proposed feature fits the platform when it improves at least one real
institutional journey and can answer:

1. Who owns the object and source of truth?
2. In which institutional and temporal context does it apply?
3. For which declared purpose may it be used?
4. Which policy and authority permit the action?
5. What effect, evidence, retention, and recovery behavior result?
6. How can it operate with an external owner without losing autonomy?
7. How will a person discover and complete it without learning the module
   graph?