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docs/IMPLEMENTATION_PLAN.md
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# GovOPlaN Addresses Implementation Plan
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## Milestone 1: Functional Local Address Books
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Goal: make `govoplan-addresses` useful without external sync.
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Primary issue: `govoplan-addresses#3`.
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Status: implemented. The persistent backend, router, migration, permissions,
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role templates, lookup endpoint, restore support, multi-value contact editor,
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and first WebUI are in place.
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Tasks:
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- [x] add backend tables and migrations for address books, contacts, contact
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methods, postal addresses, tags, and provenance
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- [x] add permissions and role templates for viewing and managing address books
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- [x] implement address-book CRUD API
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- [x] implement contact CRUD API
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- [x] implement scoped WebUI views for user, group, tenant, and system books
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- [x] support soft delete
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- [x] add restore API/UI for soft-deleted address books and contacts
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- [x] expose read-only contact lookup for the WebUI
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Exit criteria:
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- [x] an admin can create tenant/system books
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- [x] a user can create a personal book and contacts
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- [x] address data survives restart and appears in the address-book UI
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- [x] disabled or read-only actions explain why they are unavailable
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## Milestone 2: vCard Foundation
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Goal: make the model standards-based before adding sync.
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Primary issue: `govoplan-addresses#4`.
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Status: implemented. The module can import and export common vCard fields for
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local books, preserves imported raw vCard payload and revision metadata in
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first-class source fields, reports field/card import issues, and has round-trip
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and partial-import tests. Full two-way connector conflict resolution remains in
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the sync milestones.
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Tasks:
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- [x] define vCard-compatible DTOs
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- [x] preserve original imported vCard data and normalized query fields
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- [x] import `.vcf` files into a selected address book
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- [x] export contacts/address books as vCard
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- [x] add validation for common vCard fields
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- [x] add tests for round-trip import/export of names, emails, phones, postal
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addresses, organization fields, notes, categories, and URLs
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- [x] add field/card validation messages for batch import
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- [x] promote original payload and revision handling into first-class contact
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source fields
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Exit criteria:
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- [x] common vCard files can be imported and exported without losing core fields
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- [x] normalized search fields are populated during import
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- [x] invalid entries produce field-level actionable validation messages
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## Milestone 3: Core Capabilities
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Goal: allow other modules to use addresses without dependencies.
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Primary issue: `govoplan-addresses#5`.
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Tasks:
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- [x] implement `addresses.lookup`
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- [x] implement `addresses.recipient_source`
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- [x] define immutable recipient snapshot DTOs
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- [x] expose source provenance in capability responses
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- [x] expose classical address lists as `addresses.recipient_source` sources
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- [x] add module presence/capability tests
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- [x] document consumer rules for campaign, mail, scheduling, portal, postbox, and
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reporting
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Exit criteria:
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- [x] campaign can request a recipient source via core-mediated capability
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- [x] mail/scheduling can request autocomplete candidates via core-mediated lookup
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- [x] consumers do not import `govoplan_addresses`
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## Milestone 4: Campaign Integration
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Goal: replace campaign-local reusable address concepts with address-module
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sources.
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Primary issue: `govoplan-campaign#55`.
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Tasks:
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- [x] add campaign recipient-source picker when `addresses.recipient_source` exists
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- [x] snapshot selected address-source rows into the campaign version
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- [x] store source ID, revision, and provenance in campaign evidence
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- [x] show stale-source warnings when an address source changed after selection
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- [x] keep campaign import for one-off local recipient data
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- [x] define classical address lists as reusable address-domain sources
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- [x] add address-list selection and management UI in addresses/campaign
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- [ ] define segments/dynamic filters before exposing them as campaign sources
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Deferred deliberately: classical address lists are stable now; dynamic
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segments need their own filter model, stale-source semantics, and audit
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evidence before campaign can snapshot them safely.
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Exit criteria:
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- [x] campaign works without addresses installed
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- [x] campaign offers address-source selection when addresses is installed
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- [x] built campaigns remain auditable after source contacts change
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## Milestone 5: Mail And Scheduling Integration
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Goal: make contacts visible where users naturally need them.
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Primary issues: `govoplan-mail#13` and `govoplan-scheduling#2`.
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Tasks:
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- [x] add mail recipient/autocomplete integration through `addresses.lookup`
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at API/capability level; visible compose UI reuse follows when mail
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compose exists
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- [x] expose `addresses.contact_writer` for explicit address-book write
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decisions, required scopes, read-only/source reasons, and provenance
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- [ ] add "add sender/contact" actions in consuming UIs by using
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`addresses.contact_writer`
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- [x] add scheduling attendee/organizer lookup integration
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- [x] preserve module independence when addresses is absent
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Exit criteria:
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- [x] mail and scheduling build without addresses installed
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- [x] when addresses is installed, lookup improves recipient/attendee entry
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- [x] address write decisions expose why actions are unavailable for read-only
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sources, deleted books, missing scopes, or unsupported operations
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- [ ] consuming UI write actions are hidden or explained with the
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`addresses.contact_writer` decision payload
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## Milestone 6: Sync Infrastructure
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Goal: prepare external address books without committing to all connectors at
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once.
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Primary issue: `govoplan-addresses#6`.
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Status: implemented for the first connector path. The connector-neutral backend
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substrate is in place: sync sources, source status, read-only propagation,
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tombstones, conflicts, diagnostics, attempt transitions, dry-run preview,
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audit-event emission, and a first sync inspection UI.
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Tasks:
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- [x] add address-source connector configuration
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- [x] add sync state, ETags, revisions, tokens, tombstones, and conflict records
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- [x] add sync diagnostics
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- [x] add audit events for sync attempts, conflicts, previews, completions, and
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resolutions
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- [x] support read-only and writable source flags
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- [x] add dry-run and preview for connector changes
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- [x] add admin/user UI for source status, diagnostics, tombstones, and conflicts
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Exit criteria:
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- [x] a connector can report planned creates/updates/deletes before applying them
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- [x] sync failures are visible in the UI
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- [x] conflicts are persisted and do not silently overwrite data
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## Milestone 7: CardDAV
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Goal: implement the first real standards-based sync connector.
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Primary issue: `govoplan-addresses#7`.
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Status: implemented for the first standards-based sync path. Discovery, source
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binding, full/sync-token inbound sync, outbound create/update/delete for
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writable sources, dry-run preview, diagnostics, tombstones, and persisted
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conflict records are implemented. Source disconnect/delete UX and conflict
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review are implemented; stored remote vCard payloads can be applied from the
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review UI, and manual per-field local/remote merge choices are supported.
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Tasks:
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- [x] add CardDAV account/address-book discovery
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- [x] sync vCard resources into scoped address books
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- [x] support read-only and writable source flags
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- [x] push local creates, updates, and deletes to writable CardDAV sources with
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ETag preconditions
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- [x] handle ETag changes, deletes, and conflicts
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- [x] add connection discovery and diagnostics
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- [x] add source disconnect/delete UX that keeps local contacts
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- [x] add conflict review UI with local/remote field comparison
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- [x] apply stored remote vCard payloads from conflict resolution
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- [x] support manual per-field local/remote merge choices for stored vCard payloads
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Exit criteria:
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- [x] a CardDAV source can be connected, synced, and inspected
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- [x] CardDAV source disconnect/delete UI
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- [x] contacts can be refreshed without duplicating entries
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- [x] conflict and permission states are visible to the user
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- [x] outbound CardDAV writes for writable remote books
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- [x] field-level conflict review UI
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- [x] manual per-field merge editing
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## Milestone 8: Additional Connectors And Advanced Address Features
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Goal: expand beyond CardDAV after the model and sync engine are stable.
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Primary issues: `govoplan-addresses#8`, `govoplan-addresses#9`,
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`govoplan-addresses#10`, and `govoplan-connectors#8`.
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Tasks:
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- LDAP/Active Directory read-only directory connector
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- Exchange/Microsoft 365 contacts connector
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- Google Contacts connector
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- CSV/XLSX/LDIF import mapping profiles
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- classical address-list UI and static/dynamic address-domain segments
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- operational distribution lists move to `govoplan-dist-lists`
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- consent, legal-basis, suppression, and communication preferences
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- deduplication and merge workflow
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- address quality checks and normalization
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- relationship/household/organization editing
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Exit criteria:
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- each connector or advanced feature can be enabled independently
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- users can understand where data came from and whether they may edit it
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- downstream modules can safely use contacts without owning them
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## First Implementation Recommendation
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Start with Milestone 1 and enough of Milestone 2 to define the data model
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correctly. Do not start CardDAV before the local vCard-compatible storage and
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API are stable.
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