govoplan-core/docs/RELEASE_DEPENDENCIES.md

# GovOPlaN Release Dependencies

This document owns release package composition, signed package catalogs,
license checks, catalog publishing, migration baselines, and the final release
checklist.

Operator runtime configuration and module install/uninstall execution live in
`DEPLOYMENT_OPERATOR_GUIDE.md`.

## Backend Packages

Release installs must not depend on sibling checkout paths. Local development
can keep editable installs and `file:` WebUI links, but release packaging must
resolve modules from tagged git refs or from a package registry.

Local development:

```bash
cd /mnt/DATA/git/govoplan-core
./.venv/bin/python -m pip install -r requirements-dev.txt
```

Release install from a core checkout plus tagged module repositories:

```bash
cd /mnt/DATA/git/govoplan-core
./.venv/bin/python -m pip install -r requirements-release.txt
```

`.[server]` is resolved relative to the current working directory. If you
create the virtualenv elsewhere, still run the install command from the core
checkout:

```bash
cd /mnt/DATA/git/govoplan-core
/tmp/govoplan-release-test/bin/python -m pip install -r requirements-release.txt
```

`requirements-release.txt` pins the module repositories to the release tag.
Update those refs when cutting a release:

```text
govoplan-access   git@git.add-ideas.de:add-ideas/govoplan-access.git   v0.1.6
govoplan-admin    git@git.add-ideas.de:add-ideas/govoplan-admin.git    v0.1.6
govoplan-tenancy  git@git.add-ideas.de:add-ideas/govoplan-tenancy.git  v0.1.6
govoplan-organizations git@git.add-ideas.de:add-ideas/govoplan-organizations.git v0.1.6
govoplan-identity git@git.add-ideas.de:add-ideas/govoplan-identity.git v0.1.6
govoplan-policy   git@git.add-ideas.de:add-ideas/govoplan-policy.git   v0.1.6
govoplan-audit    git@git.add-ideas.de:add-ideas/govoplan-audit.git    v0.1.6
govoplan-files    git@git.add-ideas.de:add-ideas/govoplan-files.git    v0.1.6
govoplan-mail     git@git.add-ideas.de:add-ideas/govoplan-mail.git     v0.1.6
govoplan-campaign git@git.add-ideas.de:add-ideas/govoplan-campaign.git v0.1.6
govoplan-calendar git@git.add-ideas.de:add-ideas/govoplan-calendar.git v0.1.6
```

## WebUI Packages

Local development uses `webui/package.json`, which may point at sibling module
checkouts while active development is happening.

Release WebUI installs should use `webui/package.release.json`. It points
module dependencies at the same tagged git repositories. After the module tags
referenced there exist, generate the committed release lockfile without
touching the development package files:

```bash
cd /mnt/DATA/git/govoplan-core
scripts/generate-release-lock.sh
cd webui
PATH=/home/zemion/.nvm/versions/node/v22.22.3/bin:$PATH /home/zemion/.nvm/versions/node/v22.22.3/bin/npm run build
```

The module repositories include root-level npm package manifests so git
installs can resolve `@govoplan/access-webui`, `@govoplan/admin-webui`,
`@govoplan/files-webui`, `@govoplan/mail-webui`,
`@govoplan/campaign-webui`, and `@govoplan/calendar-webui` from repository
roots even though their source lives below `webui/src`.

### Release Lockfile Strategy

The supported release composition currently is the full GovOPlaN product: core
plus access, admin, tenancy, organizations, identity, policy, audit,
dashboard, files, mail, campaign, calendar, docs, and ops. Keep one committed
full-product release lockfile at
`webui/package-lock.release.json`, generated from
`webui/package.release.json` in a clean release workspace. Development
`package-lock.json` may continue to point at local `file:` dependencies.

Frontend module permutations are regression-tested through
`GOVOPLAN_WEBUI_MODULE_PACKAGES` and temporary build output, not through
committed lockfiles for every possible combination. If a smaller composition
becomes a separately shipped product, add an explicit release manifest and
lockfile pair for that product, for example
`package.release.files-mail.json` and `package-lock.release.files-mail.json`,
generated in a clean release workspace from tagged git dependencies.

## Release Tag Script

The normal release path is automated by `scripts/push-release-tag.sh`: it bumps
or accepts the target version, updates Python/WebUI/module manifest versions,
commits/tags/pushes the module repositories first, regenerates
`webui/package-lock.release.json`, and then commits/tags/pushes core. If the
working tree has already been bumped, pass the current version explicitly:

```bash
cd /mnt/DATA/git/govoplan-core
scripts/push-release-tag.sh --version 0.1.6
```

The script also includes GovOPlaN roadmap/scaffold module repositories that do
not yet have package metadata. Those repositories are committed, tagged, and
pushed with the same release tag, but they are tag-only until they contain
`pyproject.toml`, module manifests, or WebUI packages. Tag-only repositories
are not listed in `requirements-release.txt` or `webui/package.release.json`.

Current tag-only module repositories:

- `govoplan-addresses`
- `govoplan-appointments`
- `govoplan-cases`
- `govoplan-connectors`
- `govoplan-dms`
- `govoplan-erp`
- `govoplan-fit-connect`
- `govoplan-forms`
- `govoplan-identity-trust`
- `govoplan-idm`
- `govoplan-ledger`
- `govoplan-notifications`
- `govoplan-payments`
- `govoplan-portal`
- `govoplan-reporting`
- `govoplan-scheduling`
- `govoplan-search`
- `govoplan-tasks`
- `govoplan-templates`
- `govoplan-workflow`
- `govoplan-xoev`
- `govoplan-xrechnung`
- `govoplan-xta-osci`

## Catalog Trust And Licensing

GovOPlaN module install and uninstall must remain operator-controlled. The
running server may plan and validate package changes, but package mutation is
performed by the separate installer daemon or an operator shell during
maintenance mode.

`govoplan-web` is the public static distribution surface for official catalog
resources:

- signed module package catalogs, grouped by release channel
- public catalog keyrings
- public license verification keyrings
- examples and operator-facing download paths

`govoplan-core` is the verifier and orchestrator:

- fetches a local or remote module catalog
- verifies catalog signatures against configured trusted keys
- enforces approved release channels
- rejects expired or not-yet-valid catalogs
- records accepted catalog sequence numbers for replay protection
- checks catalog entry license feature requirements before planning installs
- writes installer plans and request records

Feature and platform modules own their package artifacts, manifests, migration
metadata, retirement providers, and optional lifecycle behavior.

Core accepts either a local catalog file or a remote URL:

```bash
GOVOPLAN_MODULE_PACKAGE_CATALOG=/srv/govoplan/catalogs/stable.json
GOVOPLAN_MODULE_PACKAGE_CATALOG_URL=https://govoplan.example/catalogs/v1/channels/stable.json
GOVOPLAN_MODULE_PACKAGE_CATALOG_CACHE=/srv/govoplan/runtime/catalog-cache/stable.json
```

If both file and URL are set, the URL wins. The cache is used when a remote
fetch fails, so an operator can still inspect the last known catalog. A cached
catalog must still pass signature, freshness, channel, and replay validation.

An official catalog is a JSON object with:

- `catalog_version`
- `channel`
- `sequence`
- `generated_at`
- `not_before` when delayed activation is needed
- `expires_at`
- `modules`
- `signatures`

Each module entry can declare:

- backend package name and pinned install reference
- WebUI package name and pinned install reference
- display metadata and tags
- `license_features`, the feature entitlements required to plan that install

The signature is Ed25519 over canonical JSON with both `signature` and
`signatures` removed. Core accepts the legacy single `signature` field and the
new `signatures` array.

Trusted catalog keys are configured locally:

```bash
GOVOPLAN_MODULE_PACKAGE_CATALOG_TRUSTED_KEYS_FILE=/srv/govoplan/trust/catalog-keyring.json
GOVOPLAN_MODULE_PACKAGE_CATALOG_TRUSTED_KEYS='{"release-key-1":"<base64 public key>"}'
```

For development or tightly controlled deployments, a keyring can be read from a
URL and cached:

```bash
GOVOPLAN_MODULE_PACKAGE_CATALOG_TRUSTED_KEYS_URL=https://govoplan.example/catalogs/v1/keyring.json
GOVOPLAN_MODULE_PACKAGE_CATALOG_TRUSTED_KEYS_CACHE=/srv/govoplan/runtime/catalog-cache/keyring.json
```

Production installations should pin the trusted keyring locally or ship it
through deployment configuration. Fetching trusted keys from the same public
origin as the catalog is convenient, but that origin must not become the only
trust root.

## Dependency Audits

Dependency vulnerability checks are documented in
[`DEPENDENCY_AUDITS.md`](DEPENDENCY_AUDITS.md). The local audit runner is:

```bash
cd /mnt/DATA/git/govoplan-core
bash scripts/check-dependency-audits.sh
```

The Gitea workflow in `.gitea/workflows/dependency-audit.yml` runs the same
check against release dependency refs on pushes, pull requests, and a weekly
schedule.

Keyring entries support:

- `key_id`
- `public_key` or `public_key_base64`
- `status`: `active`, `next`, `retired`, `revoked`, or `disabled`
- `not_before`
- `not_after`

Rotation process:

1. Add the next public key to the local trusted keyring with status `next`.
2. Publish catalogs signed by both current and next keys.
3. Upgrade installations so the next key is locally trusted.
4. Promote the next key to `active`.
5. Retire the old key only after every supported installation trusts the new
   key.
6. Mark a compromised key `revoked` and publish a higher sequence catalog
   signed by an uncompromised key.

Use replay state in production:

```bash
GOVOPLAN_MODULE_PACKAGE_CATALOG_SEQUENCE_STATE=/srv/govoplan/runtime/catalog-sequences.json
GOVOPLAN_MODULE_PACKAGE_CATALOG_ENFORCE_SEQUENCE=true
```

Core records the accepted sequence per channel after a catalog entry is planned
from the admin interface. With strict sequence enforcement, a previously
accepted sequence is rejected; without strict enforcement, only older sequences
are rejected. Catalogs should always expire.

The sequence state file is operational state, not a trust root. Keep it on
persistent storage and include it in normal backups:

```json
{
  "channels": {
    "stable": {
      "last_sequence": 42,
      "accepted_at": "2026-07-07T12:00:00Z",
      "key_id": "release-key-1",
      "source": "https://govoplan.example/catalogs/v1/channels/stable.json"
    }
  }
}
```

If the file is lost, restore it from backup. If no backup exists, reconstruct
each channel from the highest sequence already accepted in installer run
records, release records, or the currently deployed module package set. Do not
lower `last_sequence` to make an older catalog pass; publish a new higher
sequence catalog when the accepted point is uncertain.

If the file is corrupted, copy it aside for incident review, validate the
current signed catalog with channel and freshness enforcement, then rewrite the
state with the known accepted sequence. Keep
`GOVOPLAN_MODULE_PACKAGE_CATALOG_REQUIRE_SIGNATURE=true` and approved-channel
checks enabled during recovery. Temporarily disabling
`GOVOPLAN_MODULE_PACKAGE_CATALOG_ENFORCE_SEQUENCE` allows revalidating the same
sequence, but older sequences remain rejected once the reconstructed
`last_sequence` is in place.

Approved channels are deployment policy:

```bash
GOVOPLAN_MODULE_PACKAGE_CATALOG_APPROVED_CHANNELS=stable,lts
GOVOPLAN_MODULE_PACKAGE_CATALOG_REQUIRE_SIGNATURE=true
```

The admin UI can display other catalog metadata, but core rejects catalogs from
unapproved channels when validation is configured.

Catalog entries can require license features:

```json
"license_features": ["module.mail", "support.standard"]
```

Core checks those requirements against an offline license file before allowing
the entry into the install plan.

```bash
GOVOPLAN_LICENSE_FILE=/srv/govoplan/license.json
GOVOPLAN_LICENSE_ENFORCEMENT=true
GOVOPLAN_LICENSE_TRUSTED_KEYS_FILE=/srv/govoplan/trust/license-keyring.json
```

License files are JSON objects with:

- `license_id`
- `subject`
- `features`
- `valid_from`
- `valid_until`
- `signature`

Issue or renew a license from an operator/release shell that has the Ed25519
private key:

```bash
govoplan-module-installer \
  --issue-license /srv/govoplan/license.json \
  --license-id customer-2026-07 \
  --license-subject "Example Municipality" \
  --license-feature module.mail \
  --license-feature support.standard \
  --license-valid-until 2027-07-31T23:59:59Z \
  --license-signing-key-id license-issuer-1 \
  --license-signing-private-key /srv/govoplan/secrets/license-issuer-1.pem \
  --format json
```

Validate an imported license without exposing secrets:

```bash
govoplan-module-installer \
  --validate-license /srv/govoplan/license.json \
  --license-trusted-key license-issuer-1="<base64 public key>" \
  --require-trusted-license \
  --license-required-feature module.mail \
  --format json
```

The CLI and admin module catalog panel report the license id, subject,
validity window, signing key id, signed/trusted state, available features, and
missing entitlements for the configured package catalog. They do not expose
private signing material.

License enforcement can run in observe-only mode by leaving
`GOVOPLAN_LICENSE_ENFORCEMENT` unset. In that mode, missing or invalid license
data is surfaced as a warning but does not block planning.

Renewal is an ordinary re-issuance with a new `license_id`, extended
`valid_until`, and the full intended feature set. Import the renewed JSON to
`GOVOPLAN_LICENSE_FILE`, keep the previous file for audit, and validate it
before setting enforcement.

Revocation is handled through the trusted license keyring. Mark a compromised
or invalid issuer key as `revoked` or `disabled`, publish or deploy the updated
keyring, then reissue affected licenses with an active key. Installations that
run with `GOVOPLAN_LICENSE_ENFORCEMENT=true` reject licenses signed only by a
revoked key after the local keyring is updated.

Emergency fallback is deliberately explicit. Operators can temporarily unset
`GOVOPLAN_LICENSE_ENFORCEMENT` to keep package planning observable while a
license or keyring is recovered. Record the change in the operational incident
log, keep catalog signature and channel enforcement enabled, and restore
license enforcement after a trusted renewal validates successfully.

Licensing is intentionally separate from open-source code licensing. The
catalog/license mechanism can govern support channels, official release
eligibility, hosted update access, professional support, or commercial
entitlements without changing the source license of the repositories.

Production-grade distribution still needs remote registry/git artifact
resolution before package-manager apply, a hardened catalog publishing pipeline
in `govoplan-web`, and automated key rotation and emergency revocation drills.

## Release Catalog Publishing

GovOPlaN release catalogs are published by `govoplan-web` as static JSON and
verified by `govoplan-core` before installer plans are accepted. Private signing
keys must stay outside all git repositories. Public keyrings are published with
the website.

Create the first catalog signing key on the release machine:

```bash
cd /mnt/DATA/git/govoplan-core
KEY_DIR="$HOME/.config/govoplan/release-keys"
mkdir -p "$KEY_DIR"
./.venv/bin/python scripts/generate-catalog-keypair.py \
  --key-id release-key-1 \
  --private-key "$KEY_DIR/release-key-1.pem" \
  --public-key "$KEY_DIR/release-key-1.pub" \
  --keyring "$KEY_DIR/catalog-keyring.json"
```

Keep `release-key-1.pem` private. The generated keyring contains only public
material.

Generate the signed catalog into `govoplan-web`:

```bash
cd /mnt/DATA/git/govoplan-core
KEY_DIR="$HOME/.config/govoplan/release-keys"
scripts/publish-release-catalog.sh \
  --version <x.y.z> \
  --sequence 202607071340 \
  --catalog-signing-key "release-key-1=$KEY_DIR/release-key-1.pem" \
  --build-web
```

This writes:

- `/mnt/DATA/git/govoplan-web/public/catalogs/v1/channels/stable.json`
- `/mnt/DATA/git/govoplan-web/public/catalogs/v1/keyring.json`

The wrapper validates the catalog with core using the generated public keyring.

For normal module/core releases, first audit and record migration baselines,
then tag and push the module/core repos. Finally publish the website catalog:

```bash
cd /mnt/DATA/git/govoplan-core
./.venv/bin/python scripts/release-migration-audit.py --strict
```

```bash
cd /mnt/DATA/git/govoplan-core
KEY_DIR="$HOME/.config/govoplan/release-keys"
scripts/publish-release-catalog.sh \
  --version <x.y.z> \
  --catalog-signing-key "release-key-1=$KEY_DIR/release-key-1.pem" \
  --build-web \
  --commit \
  --tag \
  --push
```

The website tag is `catalog-v<x.y.z>`. The public URL is:

```text
https://govoplan.add-ideas.de/catalogs/v1/channels/stable.json
```

The public keyring URL is:

```text
https://govoplan.add-ideas.de/catalogs/v1/keyring.json
```

`scripts/push-release-tag.sh` can publish the web catalog after module and core
tags have been pushed. It runs the migration release audit in automatic mode:
warning-only before the first recorded migration baseline, strict after a
baseline exists. Add `--strict-migration-audit` when you want to force strict
mode explicitly:

```bash
cd /mnt/DATA/git/govoplan-core
KEY_DIR="$HOME/.config/govoplan/release-keys"
scripts/push-release-tag.sh \
  --bump subversion \
  --strict-migration-audit \
  --publish-web-catalog \
  --catalog-signing-key "release-key-1=$KEY_DIR/release-key-1.pem" \
  --build-web-catalog
```

Use `--catalog-signing-key` more than once during a key rotation window. The
catalog will contain multiple signatures and the public keyring will include the
corresponding public keys.

On a GovOPlaN installation that should consume the official stable catalog:

```bash
GOVOPLAN_MODULE_PACKAGE_CATALOG_URL=https://govoplan.add-ideas.de/catalogs/v1/channels/stable.json
GOVOPLAN_MODULE_PACKAGE_CATALOG_CACHE=/srv/govoplan/runtime/catalog-cache/stable.json
GOVOPLAN_MODULE_PACKAGE_CATALOG_REQUIRE_SIGNATURE=true
GOVOPLAN_MODULE_PACKAGE_CATALOG_APPROVED_CHANNELS=stable
GOVOPLAN_MODULE_PACKAGE_CATALOG_TRUSTED_KEYS_FILE=/srv/govoplan/trust/catalog-keyring.json
GOVOPLAN_MODULE_PACKAGE_CATALOG_SEQUENCE_STATE=/srv/govoplan/runtime/catalog-sequences.json
GOVOPLAN_MODULE_PACKAGE_CATALOG_ENFORCE_SEQUENCE=true
```

For production, copy the public keyring into deployment configuration and pin it
locally. Do not rely on a URL-fetched keyring as the only trust root.

`stable.json` includes a top-level `core_release` section for operator/update
tooling. Core is intentionally not listed as a normal module entry because it
must not be added to saved enabled-module state. Core upgrades should remain an
operator-supervised package update with restart and health checks.

Key rotation for published catalogs:

1. Generate the next private key outside git.
2. Run `publish-release-catalog.sh` with both signing keys.
3. Publish the web catalog/keyring.
4. Roll the new public keyring into installations.
5. Stop signing with the old key after the supported fleet trusts the new key.
6. Mark compromised keys as revoked in the public keyring and publish a higher
   sequence catalog signed by a trusted uncompromised key.

## PostgreSQL Release Check

Release candidates should pass a disposable PostgreSQL migration and startup
smoke check before tagging or publishing catalogs. Start the local testbed,
then run the permutation check from the core checkout:

```bash
cd /mnt/DATA/git/govoplan-core/dev/postgres
cp .env.example .env
docker compose --env-file .env up -d

cd /mnt/DATA/git/govoplan-core
set -a
. dev/postgres/.env
set +a
./.venv/bin/python scripts/postgres-integration-check.py \
  --database-url "$GOVOPLAN_POSTGRES_DATABASE_URL" \
  --reset-schema
```

The script checks migrations and `/health` startup for core-only, files-only,
mail-only, campaign-only, campaign+files, campaign+mail, and full-product
module sets. `--reset-schema` is destructive and must only be used against a
throwaway database.

## Migration Baselines

Development migrations may be small and numerous while a feature is moving.
Before a stable release, unreleased migrations may be rewritten or squashed into
a release-level baseline or release-to-release upgrade migration. After a
release tag has shipped, released migration revision IDs are immutable.

The release policy is:

- unreleased migrations may be folded before release;
- released migrations are never rewritten or deleted;
- each stable release records the public migration head revisions in
  `docs/migration-release-baselines.json`;
- fresh installations should apply release-level baselines/upgrades, not
  unreleased create-then-rename churn;
- release-to-release schema changes should be folded into one reviewed
  migration per migration owner where practical.

Audit the current graph during release preparation:

```bash
cd /mnt/DATA/git/govoplan-core
./.venv/bin/python scripts/release-migration-audit.py
```

Generate the reviewed/manual squash checklist:

```bash
./.venv/bin/python scripts/release-migration-audit.py --squash-plan
```

After the release migrations have been reviewed and the graph is final, record
the release baseline:

```bash
./.venv/bin/python scripts/release-migration-audit.py --record-release <x.y.z>
```

Use strict mode to verify that the current heads are recorded:

```bash
./.venv/bin/python scripts/release-migration-audit.py --strict
```

`scripts/push-release-tag.sh` runs the audit by default in automatic mode:
non-strict while no release baseline exists, strict after the first baseline is
recorded. Pass `--warn-migration-audit` for an explicit non-strict audit,
`--strict-migration-audit` to force strict mode, or `--skip-migration-audit`
only for emergency/manual release work.

Before the first stable release, fold the current development chain into the
first public baseline and record that baseline in
`docs/migration-release-baselines.json`. The tracking issue is
`add-ideas/govoplan-core#223`.

## Related Operator Documents

- `DEPLOYMENT_OPERATOR_GUIDE.md`: runtime environment, explicit migrations,
  backup/restore commands, module installer daemon/supervisor operation, and
  rollback drills.
- `REMOTE_WEBUI_BUNDLES.md`: experimental browser-loaded module bundles for
  controlled deployments; normal releases use package builds.

## Release Checklist

- Keep Python package versions, WebUI package versions, and git tags aligned.
- Tag core, access, admin, tenancy, policy, audit, files, mail, campaign,
  calendar, and scaffold module repositories together.
- Update `requirements-release.txt` and `webui/package.release.json` when the
  release tag changes.
- Generate the committed full-product release lockfile from
  `package.release.json` with `scripts/generate-release-lock.sh`.
- Run `scripts/release-migration-audit.py --strict` after recording a release
  baseline.
- Run the PostgreSQL release check against a disposable database.
- Publish the signed catalog through the release catalog publishing flow above.
- Add separate release manifest/lockfile pairs only for module compositions
  that are shipped as their own products.
- Do not commit local sibling paths into release manifests.