Sync wiki from project files

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@@ -1,4 +1,4 @@
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> Mirrored from `/mnt/DATA/git/govoplan-core/docs/UI_UX_DECISION_LEDGER.md`.
> Origin: `repository`.
@@ -68,6 +68,10 @@ Decision: standard wizard steps and names use this baseline:
Not every wizard needs every step, but flows should use these names and order
where applicable.
This applies to explicit assisted setup, onboarding, import, preflight, and
risky multi-step operations. It is not the default shape for ordinary create or
edit dialogs.
### DUE-003: Explanation Placement
Decision: richer explanations should use this placement model:
@@ -112,6 +116,18 @@ Decision: convert file connectors first, then mail servers. They share the same
server/credential/policy model, are high-value, and will prove the reusable
patterns quickly.
### DUE-007: Adaptive Create/Edit Forms
Decision: ordinary create/edit dialogs should show the full editable state in an
adaptive form, not force a linear wizard.
- The user chooses a type, provider, credential mode, or policy mode.
- The dialog immediately adjusts to show only the fields relevant to that state.
- Editing an existing object uses the same field grouping and layout as creating
it, so users can recognize the state they configured.
- Wizard shells remain available for assisted setup, first-run guidance,
imports, discovery-heavy flows, and operational preflight workflows.
## Implementation Sequence
| Phase | Scope | Output |
@@ -131,8 +147,8 @@ converted or reviewed.
| Surface | Repository | UX State | Next Action |
| --- | --- | --- | --- |
| File connector settings | `govoplan-files` | First guided modal slice started: connections and credentials now use shared wizard, review, advanced, and blocker primitives. Central policy card still needs a layered editor. | Finish provider discovery/test-in-flow, then convert policy editing. |
| Mail server settings | `govoplan-mail` / `govoplan-core` | Uses the shared server/credential model visually, but create/edit still needs the same guided flow as files. | Migrate to the guided server/credential/policy wizard after files stabilizes. |
| File connector settings | `govoplan-files` | First adaptive modal slice started: connections and credentials now use full-state create/edit forms with conditional fields, advanced panels, and blocker primitives. Wizard shell is retained for later assisted setup. Central policy card still needs a layered editor. | Finish provider discovery/test-in-flow, then convert policy editing. |
| Mail server settings | `govoplan-mail` / `govoplan-core` | Uses the shared server/credential model visually, but create/edit still needs the same adaptive pattern as files. | Migrate to adaptive server/credential/policy dialogs, with optional assisted wizard later. |
| Connector policy/effective rows | `govoplan-core`, module UIs | Effective-policy direction exists, but many editors still expose broad option sets. | Put effective value first, move overrides into modal, and explain blocked edits. |
| Admin module management | `govoplan-admin` | Has preflight concepts, but operational choices are still technical and dense. | Convert install/uninstall/package changes to operator wizards. |
| Configuration packages | `govoplan-admin` | Catalog/import work exists, but package editing can still drift toward technical fields. | Add guided import/review/problem-list flow. |
@@ -144,8 +160,8 @@ converted or reviewed.
| Surface | Current Risk | Expected Pattern |
| --- | --- | --- |
| File connectors | Too many technical fields and unclear setup order. | Provider wizard with discovery/test, credential binding, policy review, advanced protocol panel. |
| Mail servers | Similar server/credential/policy concepts risk diverging from files. | Same tree/list and wizard model as file connectors. |
| File connectors | Too many technical fields and unclear setup order. | Adaptive create/edit form with optional assisted wizard, discovery/test, credential binding, policy review, and advanced protocol panel. |
| Mail servers | Similar server/credential/policy concepts risk diverging from files. | Same tree/list and adaptive server/credential/policy model as file connectors. |
| Connector credentials | Security-sensitive details can overwhelm users. | Separate credential flow with secret-reference language and test result explanation. |
| Policy and effective settings | Users need to know why a value is inherited or locked. | Effective row first, source/provenance, local override action, actionable blocked reason. |
| Module install/uninstall | Operationally risky, currently inherently technical. | Operator wizard with preflight, maintenance, daemon handoff, review, and rollback explanation. |