records, outbox, lifecycle requests, relay, push, read-back, and FedWiki
lifecycle workflows
- Add core.provider_connections table and unique provider connection per
provider
- Add core.target_mappings table linking connections to resource keys
and targets
- Add core.desired_state_records table storing desired entitlements per
connection and recipient with generation and content hash
- Add core.observed_projections table for application-reported state per
connection and recipient
- Add core.lifecycle_requests table recording lifecycle requests by
instance and generation
- Add core.person_cut_offs table and setter function to record persons
cut off everywhere
- Add core.desired_state_outbox table with triggers on entitlement,
membership, organization, connection, mapping, and cut-off tables to
write change notices
- Enforce constraints on recipients, generations, and statuses across
tables
- Implement desired_state_content SQL function computing record content
per recipient rules
- Implement relay workflow to claim outbox rows, expand to records,
recompute records, and dispatch pushes
- Implement push workflow to push records, handle transport answers, and
record push results
- Implement read-back workflow to page through application state, update
projections, and raise records as needed
- Add lifecycle request writers with idempotent recording, finishing,
and acknowledgment
- Add FedWiki integration lifecycle workflows for create, set status,
swap, delete, and reconcile
- Add FedWiki web handlers and forms for lifecycle requests, including
create form with instance and generation
- Add tests for schema, triggers, relay, push, read-back, lifecycle
requests, FedWiki workflows, and operator pages
- Add documentation updates for provider integration, entitlements,
identity, organizations, lifecycle, and FedWiki integration
- Add benchmarks for delivery and push workflows
- Ensure schema-per-provider for in-tree integrations; connector state
lives in generic core tables keyed by connection
- Secure functions and triggers with SECURITY DEFINER and restrict
core_writer role privileges accordingly
- Handle Temporal client integration for workflow execution and
scheduling
- Provide a recording transport for integration tests
- Close Issues 32 and 33 by implementing provider connections and
desired-state records with lifecycle requests and relay mechanisms
An operator can mark a grant to resume. When a plan replaces a marked
grant and that plan later ends (the subscription ends, or a granted plan
is revoked or expires), the grant delivers again from its own row before
the org-type floor runs (core migration 00023, core.grant_waits).
- Grants: a resumes_after_supersession column, off by default and never
on a default grant; delivery states gain On hold, with a badge hover
that names what the grant waits on.
- Operator: one Manage action per grant opens a card under its row
(Note, Valid until, Resumes; Save, Cancel, Revoke). A changed Valid
until extends the grant; otherwise the note and mark change in place.
An extension now keeps its predecessor's valid_from.
- Member: a held rung reads Granted and is reached by cancelling; the
cancel confirmation names each ladder's outcome; Cancel plan sits
beside Keep plan while a downgrade is scheduled.
- Smaller fixes from the screens reviews: 24-hour times everywhere,
search placeholders that name what they match, a checkbox label above
its box, and the org-types walkthrough restoring the default it
changes.
Stripe delivers webhook events in the endpoint's API version. Under a
version later than the 2025-02-24.acacia stripe-go v81 pins, the
payload-shaped invoice handlers projected every invoice with no
subscription link and no lines, and every payment with no payment
intent or method.
- Invoice events read only the invoice id and run ReconcileInvoice,
which reads the invoice, its lines and its payment intent's charges
back at the pinned version and converges the core rows under a
per-invoice lock, in any event order. A payment row is one attempt,
keyed by its Stripe charge (Stripe store migration 00005).
- Two clocks: created_at is when the console wrote a row; invoices gain
issued_at and payments paid_at (core migration 00022, backfilled),
and every invoice and payment list, the activity feed and the
composite's latest invoice read those.
- An hourly and at-boot invoice sweep reads back invoices never read,
open invoices once a day, and invoices of dead-lettered events; the
provider page states when it last finished. The first run is the
repair of invoices projected so far.
- The API version skew is logged once per version, and
payment_method.attached links payments recorded before it.
- A restricted key now needs Invoices read and Charges read.
- scripts/db-reader-role.sql maintains console_reader, a login role
that reads the console's tables without personal data, documented in
docs/database-management.md and checked against a golden column list
by TestConsoleReaderColumns. The demo snapshot keeps owners and
privileges so the role's checks hold on it.
- The demo seed and test fixtures carry issue and paid times.
status/design-feedback.md gains four upstream notes, one written when
#60 was closed.
OpenSpec change stripe-invoice-reconcile is archived and its deltas
synced into openspec/specs/. Follow-ups are #150, #151 and #152.
Stripe Checkout, receipts and the card statement carry the Stripe
account's public business name and statement descriptor, which Stripe
fills from the registered legal name until they are set. Where that
name differs from the deployment's, a member first meets it above the
card fields (#13). Each install has to notice this on its own, since a
fix in one account's settings reaches no other deployment.
- A Temporal workflow reads the public details at every boot and on
request, with whatever permission the key holds: the account itself
with Accounts Read, otherwise an invoice preview and the latest
charge. The result is a JSON instance setting; the account id is
never stored.
- The Stripe provider page gains a Public details section. Its Read
again control, and the Environment check's Check now, move into the
section header as a refresh action.
- The Products page and the checkout return name who bills the member
and what the card statement says, only when a name would not be
recognised against deployment-name. Every control that costs money,
the switch preview's commit included, references the line through
FormView.CommitDescribedBy.
- docs/stripe.md gains "What members see"; production-deployment.md
points to it. golang.org/x/text becomes a direct dependency for the
name comparison.
OpenSpec change merchant-disclosure is archived and its six deltas
synced into openspec/specs/.
A paid-to-paid switch sent create_prorations, which charged nothing
now: the difference waited on the next renewal invoice, an immediate
cancellation lost it, and the confirmation's "charged now" was false.
A downgrade took effect at once, so moving to a cheaper paid tier cost
more access than cancelling (OpenSpec change plan-switch-timing,
unarchived: it awaits the maintainer's review, task 11.4).
- An upgrade is invoiced at once (always_invoice) and applies once paid
(pending_if_incomplete). A declined card voids the invoice and leaves
the plan as it was; a card that needs the bank's approval links to
Stripe's invoice page. The preview pins its proration moment and the
switch charges at it, so the amount charged is the amount shown.
- A downgrade takes effect at renewal through a subscription schedule
and is recorded in the scheduled-change ledger.
- Every paid plan's card offers Cancel plan; a scheduled downgrade or
cancellation shows on the card with Keep, which drops it at no
charge. A paid rank-0 tier is a downgrade target, and a rung a grant
holds moves up through Checkout with no move down.
- Reconcile keeps the ledger true to Stripe, and marks ended the
subscription item a schedule's phase change replaced (core migration
00021, subscription_items.ended_at). The sweeper reconciles a
period-end move instead of firing it.
- The form library gains a commit that is a link out of the console.
The verify skill and the first-contact process now say the gap in
scripted screens is tracked as #118 and that a new issue waits for the
maintainer's approval.
Spread the Rules table's treatment to every table that carries verbs
(record-table-actions, archived 2026-09-19): the table is align-middle,
the Actions header and cells are text-end, every button in an Actions
cell carries ms-1, and the header's word is for assistive technology
only (a visually-hidden span; Primer: row actions do not require a
visible column header). The two integrations tables and the member
domains list, which headed their controls with an empty cell, take the
hidden word too. A new anatomy-lint rule, actions-column, refuses a
table that drifts from any of it.
Decisions on the way: a row tint marks the row in play (the current
workspace, a staged change), never a record's status; the member catalog
lists only what can be bought, so a Listed product without an active,
synced, recurring price is left out instead of shown with "Not available
for purchase"; two Actions cells that carried text in a verb's place are
empty (the Placements column and the pending panel already say why); and
four record tables gain their width floor.
Specs: page-anatomy "Tables share one density" modified, ui-quality-gate
gains "Lint refuses an Actions column without its treatment",
member-product-discovery's Extras bucket and truthful-copy requirements
modified. docs/design-system.md §6 states the treatment and its reasons.
The Rules section is one record table grouped by kind, Limit then
Boolean, on fixed columns, edited in place: Edit opens a row's controls
in their columns, Add rule opens a dense row above the table, and every
change is staged into a tray that lists the deltas with Undo and applies
them as one rule-change act. The reduction policy is a column of the
rule beside its limit. History shows counts only. Group rows are a quiet
heading rather than a divider, the maintainer's pick from four rounds of
outside-model ideation.
Dense rows align to the top and render each error under its control in
every form family (design D16), replacing the below-row error block; the
forms library gains the batch form (rows plus one tray) and the RowField
dense and label-hidden options. Migration 00019 records the governing
reduction policy on effect rows.
Archive staged-rule-changes with its spec updates (entitlement-set-
management, entitlement-set-history, entitlements, form-library,
form-conventions, ui-quality-gate). Screens accepted 2026-09-19.
Add an append-only ledger of entitlement set rule changes with per-pool
effect rows, a preview-and-commit rule change flow, and an automatic
drain that settles deferred recomputations. Rules gain a tier reduction
policy, resource keys declare over-limit behavior, and the materializer
now lowers limits when a rule stops applying.
Add entitlement set rule change ledger and preview flow
Add an append-only ledger of entitlement set rule changes with a
preview-and-commit operator flow. Rule writes now go through an enclosed
`core.commit_rule_change` function that files an act row and one
obligation per carrying pool, with a drain workflow settling deferred
recomputations. The preview dry-runs the materializer with a rule
overlay and renders per-pool buckets, reduction-policy disclosures, and
provider over-limit consequences. Materializing transactions take a
shared advisory rendezvous that rule changes hold exclusively, enforced
by a possession assertion. Add History and Entitlement changes surfaces,
a rule-less warning on five product-selection surfaces, and a
`tier_reduction_policy` column that gates FedWiki parking.
Derive Stripe test/live mode from the API key prefix at boot, failing on
unrecognized prefixes, and drop the separate `stripe-mode` config key.
Refine disabled controls to render through the shared `disabledControl`
part with the not-allowed cursor, and add a lint rule refusing
hand-rolled disabled buttons.
Adjust plan cards to offer no purchase control on free rungs, fix bound
checkbox Bool handling, and rename "Public/Private" to "Listed/Unlisted"
with enhanced readiness verdicts.
Archives openspec change slice3-walk-fixes and syncs its five delta
specs (fedwiki-sites, entitlements, operator-panel-navigation,
operator-list-scale, ui-quality-gate).
- FedWiki site usage is read from active site rows in both quota
readers; the reservation counter converges on the rows: raise-only
after farm sync and inside the create quota check, exact at boot.
The understated production counters repair on the first boot.
- The People tile caption excludes the reserved system person through
the same query parameter the directory uses.
- The operator Domains live-claims list is a governed list: pages of
50, true total, search over root name and organization, a
pending/active facet.
- New lint rule table-without-list-controls refuses an unpaged
page-body table unless it carries a list-scale exempt marker with a
reason; six curated or detail tables carry one. Its first run caught
the operator FedWiki sites list, which is now governed the same way.
- Entitlement-set rule copy: "Per unit", "Multiplied by the quantity
purchased or granted."
Below lg the top bar now holds the brand and one toggler; the account
items render in the drawer as a second, labelled list from a shared
partial, so both surfaces cannot drift. Desktop unchanged.
- Rotate the session token at the OIDC callback and restore the full
lifetime; cap pre-auth sessions at 15 minutes and write no session
for bare anonymous requests
- Treat db-dsn as a secret: accept db-dsn-file, log only host, port,
database and user, and never echo a malformed DSN in an error
- Guard the logout callback with a state cookie so a forged visit
cannot end a live session
- Collapse FedWiki site actions on a foreign tenant's domain to the
not-found answer, as for a domain that does not exist
- Replace gorilla/csrf with net/http CrossOriginProtection
- Require valkey-password and add TLS options for session store
- End session at /logout and revoke refresh tokens
- Re-derive identity and roles from provider every five minutes
- Process each Stripe webhook event in its own Temporal workflow
- Give each outbox entry its own workflow with Temporal retries
- Guard against stale Stripe events with provider timestamps
- Derive transport security from base-url scheme
Role extraction now reads only the verified ID token; the
access token is no longer parsed. Log a warning when the ID
token carries none of the role claim locations. Update
identity-provider docs and the oidc-login spec.
Extract ExtendGrantTx, RevokeGrantTx, and ExpireGrantTx into
internal/entitlements so the operator handlers, expiry activity, and
demo seed all run the same conferral path. The seed plays a five-grant
history on Carlos's org; pin-timestamps now uses dense-rank offsets
and transition list ordering ties break by transition_id.
Align the landing surface with the shared parts: sectionHeader for the
regions, the new readout part for every headline count, flush lists for
the System sheet, chevron-marked linked cards, and a boxed paginated
activity feed. Add the raw-section-title lint rule and classify the
remaining hand-written titles; archive the overview-consistency change.
Width becomes a one-rung step from the control's natural fraction,
and invariants bound the ladder. The grant's free text is renamed
to GrantNote, and both grant ledgers show it as a muted note line.
Parse every config value through a single declared type at save, boot,
and validate, and expose the settings seam from the terminal so
operators can list, set, clear, and validate overrides without SQL.
Every form on both surfaces is now a declared FormSpec in
internal/forms, rendered through the shared form part and parsed
by its handler through the same declaration. Create and edit
share one field list, refusals answer 422 with values carried
back, and layout, buttons and errors come from one part.
Also adds the form registry with its invariant and route-mapping
tests, the raw-form, filler-copy and Go em-dash lint rules,
declared action triggers, and the capture-coverage cross-check.
The forms-library change is archived under
openspec/changes/archive/2026-09-05-forms-library.
Six review rounds on the September walk's 40 findings, executed as the
acceptance-fixes change (design D1 to D31) and archived as
openspec/changes/archive/2026-09-03-acceptance-fixes/ with its 20
deltas synced into openspec/specs.
Shell and conventions: the location trail on every page rooted at the
surface; click-opened help popovers; buttons by role with the pressed
rule retired and tertiary openers with a rotating plus; the code chip
and white card headers; Remove versus Delete on row actions.
Operator surface: three overview tiles, one Integrations card, the
getting-started banner as the first instance setting
(core.instance_settings, migration 00015); record creation on its own
page for products, entitlement sets, and plan ladders; Visibility as
one Public checkbox; the Stripe provider page; the plan ladder
validation page retired and ranks ascending; org-types default change
with dispositions, Discard, and the settle-cloning fix; the rebuilt
composite billing card; hints instead of placeholders; the person page's
identity-provider glyph on its field labels; non-UUID ids answer 404.
Found by review and fixed: a session now ends when its person no longer
exists (the foreign-key failure on a ladder reorder after a snapshot
rebuild); the CSRF cookie lives as long as the session and its toast
says the page is out of date; htmx's settle delay is 0 app-wide.
Verification: unit suites, browser walkthroughs, the screens baseline
(31 screens, accepted), and Lighthouse at 100 on both widths, recorded
in docs/operator-a11y-baseline.md. Three stale issue entries archived.
The outside walk's evidence and synthesis for the 10k.4 acceptance:
missions, evaluator and heuristic reviews, outside reads, the
findings ACC-1 to ACC-40 with their loci, the review guide, and the
verification of ground truth per finding. The raw page-text dumps the
walkers read (screen-texts/) are left out of git from here on; nothing
cites them and they are reproducible from the app at this commit.
The ui-acceptance change carries the walk's proposal and task list;
its remaining tasks stay open.
Vendor htmx 4.0.0 and complete the migration with no compat shim:
mark inherited attributes with :inherited, rename hx-disabled-elt to
hx-disable, and drop hx-disinherit. Update static scripts to the
colon-separated event names and detail.ctx shape, and move error-swap
suppression to declarative noSwap config so 422 swaps natively while
403/5xx responses leave the target unchanged.
Handlers that branch on HX-Request now declare Vary: HX-Request. Add
lint guards for htmx 2 residue: hx-disinherit, camelCase event names,
and htmx-2-compat references.
Rebuild every operator, member, and integration template on the shared
page-anatomy parts, empty the lint allowlist, and move the confirm modal
into both shells. Replace back links with location trails and make row
identifiers the primary link. Make screen captures deterministic by
resetting the app database from a pinned demo snapshot. Send the logout
id_token_hint only while valid.
- Add shared ui_*.html parts (pageHeader, sectionHeader, statusBadge,
emptyState) parsed into every template set
- Add anatomy lint rules with a shrinking allowlist and screen-coverage
check
- Add make screens capture harness with contact sheets and baseline diff
- Compose member and FedWiki regions server-side so pages arrive
complete
- Rebuild Domains and Integrations on the parts as pilots
Extract the top bar and account menu into shell_topbar.html and the
member rail into shell_rail_member.html, backed by a single
server.Shell value. Move session controls into the account menu, add
the mirrored Operator panel/Member dashboard surface switch, and turn
the rail into an offcanvas drawer below lg with shell.js closing it on
navigation. Update docs, specs, and tests.
Unify application shell across both surfaces
Extract the top bar and member rail into shared partials and introduce
server.Shell as the single data value for page chrome. Move session
controls into an account menu, make the rail an offcanvas drawer below
lg, and add the mirrored surface switch.
Replace the entity slugs on organizations, workspaces, resource pools,
and
plan ladders with nullable `key` columns and add keys to products,
prices,
and entitlement sets. Rename `providers.slug` to `provider` and add
partial
unique indexes for system and org role names.
Assign invoice numbers per billing account from a gapless transactional
counter; Stripe's number moves to the invoice mapping as an external
reference.
Seeds, fixtures, and the operator lookup address rows by key, and the
returning-login resync no longer blanks a display name when the IdP
sends
no `name` claim.
Governed operator lists (organizations, grants, people, billing×4) gain
server-side search, status filters, and 50-row pages with true totals
from count(*) OVER(); state is URL-addressable, out-of-range pages
clamp,
and no-match is distinct from true-empty.
People is the eighth flat sidebar entry: /operator/persons lists persons
newest-joined first (excluding the reserved system person), rows linking
to the existing detail.
Billing gains an operator invoice detail at
/operator/billing/invoices/{invoiceID} reusing the member projection;
open invoices past due present as Overdue (derived, filterable, stored
status untouched); all four views lead with the linked organization and
mute object IDs.
Grants filter over the derived Live/Superseded/Inactive state, the SQL
HAVING predicate pinned to the Go derivation by test. Embedded lists
(org composite ledger, Tier changes) adopt the shared controls under
namespaced params with sibling-state-preserving URLs and scoped htmx
swaps that hold the viewport.
Review corrections: blocked ladder Delete renders disabled with tooltip
and mutations fire toasts; collapse triggers paint their open state;
sections use outside headings; plan topology drops the orphan-product
check; domains policy collapses behind a disclosure.
Move sub-surfaces into their sections: billing views get a pill row,
org types a header button. Replace inline IdP handoff copy with an SVG
icon and tooltip, add help icons to dense form rows, and delete the
registry-driven sidebar nav plumbing. Update specs and tests.
- Restructure operator sidebar into a flat task list with indented
children; fold plan topology into plan ladders
- Expand member catalog non-plan section to all published non-tier
products; require recurring Stripe-mapped prices for purchase
- Add operator domains placements and terminal-claims ledger; redirect
/domains to the FedWiki Sites Domains anchor
- Apply canonical vocabulary and chrome/form conventions; migrate seeded
FedWiki Sites display name
Implement the ux-first-run change: a state-derived setup checklist on
/operator/setup with a landing region that recedes once required steps
are done, and empty states that distinguish blocked from empty across
operator and member surfaces. Also add production deployment and
environment reference docs, plus a config-key completeness test.
- Add deployment-name branding to titles, mastheads, and OG tags
- Share one grant delivery-state query with lineage across grants
surfaces
- Show pool status/usage, org owners, and config readiness
- Make billing views projection-aware with recency and sync vocabulary
- Guard FedWiki creation without domains and render route-aware 404s
Enforce 10j's verified gaps (schema-hardening change):
- Migration 00010: partial unique indexes for one default pool and one
primary assignment per workspace, plus CHECKs pinning
pool/provider/subscription vocabularies and provider lifecycle
timestamps.
- Workspace creation shares a transactional provisioning function;
extension validates its target pool; last-tier deletion of a defaulted
ladder is guarded; signup completes plan-less on a broken ladder.
- Boot asserts integration slug parity and validates declared config
enums; Stripe invoice amounts are range-checked; domain cancellation
runs a final evidence probe; rule authoring is additive-only.
Add lifecycle_status = 'published' to the public-catalog queries
(plans and add-ons listings) and reject checkout before any Stripe
call unless the product behind the price clears the shared member
gate (published + active + public). The currently-enrolled ladder
rung stays renderable even if its product is later drafted or
retired, fetched directly so members keep seeing what they are on.
Introduce a single evaluateMemberGate definition shared by the
catalog paths and the operator readiness panel so the surfaces
cannot disagree about what is publishable for members.
Write the eight domain-model cards under `docs/models/`, mark M10 10i
Done, and update the design docs to v16. Also records Doc 44, which
ratifies Decisions 129-133 as amended, and the Doc-39 conformance
check that satisfied its gate.
Introduce `docs/models/` with the catalog index and its first card
(product-catalog), recording invariants, dimensions, and drift traps
per the Decision 141 documentation division. Add the model-cards
openspec change (proposal, design, spec, tasks) and sync the design
docs to v15: product kind taxonomy dissolved (Decisions 134–139),
Decisions 140–141 ratified, and product/pricing helpers updated. The
catalog is the single descriptive home for as-built models.
Put the fedwiki chain (init, render, farm, caddy) behind a fedwiki
compose profile symmetric with discourse's; the default composition is
neither, selected via COMPOSE_PROFILES in test/.env, so a default stack
no longer binds host 443.
Guard every script and walkthrough on service presence: shared
skipUnlessIntegrationEndpointReachable helper, seed-stack presence
checks (also repairing its unsourced .env and container-native render
invocation), generic root-owned testdata reclaim in teardown, discourse
coverage in verify-stack-isolation, and fedwiki's 8090 base in the port
probe.
Update stack docs and finalize status bookkeeping for all three
changes; archives the test-stack-integration-profiles change.
Guard cluster-global CREATE ROLE in all five migration streams with
pg_roles checks so multiple databases can migrate in one cluster, and
tolerate still-referenced roles on Down.
Add test/reset-test-db.sh to drop and recreate member_console_test and
member_console_e2e per run, emit their DSNs from bootstrap, and add a
make test target that resets then runs the suite serialized; parallel
unit packages sharing one database still interfered even after the e2e
split.
Fix customdomain_db_test.go, stale since 0affda7 and previously passing
only through pollution. Bootstrap and the Makefile carry small forward
references to the compose-profile knob introduced next.
Archives the test-db-isolation change.
Register bool and duration ConfigSpec keys from the Default's type, move
fedwiki's four sync knobs and discourse's two into their integrations'
ConfigSpecs, and replace core's read of fedwiki-custom-domain-target
with a core domains-connect-target key resolved once and threaded
through server and worker config.
Generate init's optional-integration scaffold sections from each
registered ConfigSpec instead of the hand-maintained list, and reword
the Temporal boot warning generically.
Archives the integration-config-parity change; status bookkeeping and
the verify-skill doc follow with the test-stack commit.
Run Docker runtime stage as non-root user app (UID 65532).
Add styled full-page 404/500 error rendering for navigation requests
while preserving plain-text responses for HTMX partials.
Reuse recent unconsumed OIDC login state to avoid state mismatch on
parallel login hits, and merge resource_access in role extraction.
Re-level template headings, add autocomplete tokens, and resolve
catalog resource display names.
Self-label test-stack secrets and document CSRF secret rotation.
cgalo5758