Merge NEXT: planning, generation map and portable configuration on top of the OIDC access model

NEXT predates the access work, so the identity layer follows master: access comes from
configured groups, instance administrators replace the site administration, and accounts are
created by SSO or by an administrator. Kept from NEXT: manual publication with the Review
changes panel and shared generator drafts, portable import/export (meguri/v2), the layered
generation map with binding provenance, JSM provider changes, contact/approval semantics and
the account-owned Person. Dropped: site administration, local sign-up, and the mandatory
unique email with its contact/account migrations. The manual-publication migration is
renumbered m_0010 after m_0009_access.

Accounts without an email still get a Person in every workspace they reach, a changed sign-in
email updates the account's person, and an account that loses access keeps its linked person so
schedules stay valid. Instance administrators may use Sync and shared drafts.

Co-Authored-By: Claude <noreply@anthropic.com>

docs/testing.md

@@ -35,6 +35,14 @@ Scheduling errors are product failures. A change to ownership, time boundaries,
 
 ## Running and extending
 
+JSM regressions validate both plain and `og-` team UUIDs, reject malformed/path-like identifiers, and publish/recover against a paginated fake containing more than 50 unmanaged schedules. The fake rejects oversized Operations pages and preserves the prefixed team path.
+
+Verify readable names for schedules, escalations and routing, rename without duplicate creation, and legacy-name recovery without a checkpoint. A changed legacy resource must still trigger drift protection.
+
+Exact-time JSM coverage tests model half-hour rounding for rotations and millisecond precision for overrides. Verify arbitrary future boundaries, an ongoing shift exported without a past-start override, exact termination of its base coverage, recovery after an override create succeeds but its response fails, manual override conflicts, replacement/removal, expired coverage and owned parent deletion. Compare the live final timeline on an isolated temporary disabled schedule, then remove it.
+
+Before an immediate worker tick, integration fixtures wait until their latest database-generated history timestamp is effective on the worker clock. This tolerates bounded container/host clock skew without treating a future revision as already active; skew of two seconds or more fails the fixture explicitly.
+
 `cargo test` runs pure tests and explicitly reports database tests as ignored. With `MEGURI_TEST_DATABASE_URL` pointing at a disposable PostgreSQL 17 database whose user has CREATEDB, CI and developers run everything with `cargo test --locked --tests -- --ignored --test-threads=1`. Scheduling fixtures create uniquely keyed workspaces and users through the real sync and group path and never truncate shared tables; tests whose subject is whole-instance state (sync, bootstrap, administration, SSO) use `IsolatedDatabase`, a uniquely named database dropped at the end, because sync disables every unconfigured workspace. Run serially because worker tests inspect the global queue. Worker tests explicitly prioritize only their own job so a bounded batch cannot skip it because of jobs left by a prior run. `tests/oidc.rs` installs process-wide configuration and therefore holds one test function.
 
 The fake models JSM responses and is not a substitute for live acceptance. New endpoints need verification against official documentation, a wire assertion, and a failure/recovery test. Do not make the fake accept an invented contract to get tests green.
@@ -121,7 +129,7 @@ Variable editing uses a bounded, progressively disclosed tree: only the root sta
 
 Generation map opens from Generation rules as a read-only, draggable/zoomable Cytoscape canvas. Server preview returns actual iteration counts, input contexts, predicate outcomes and produced IDs; no scheduling evaluation is duplicated in JavaScript. Iterated outputs start collapsed into a group; inspecting a node or pass reveals source data and verified resources. Invalid drafts show diagnostics rather than stale resources. The map is a captured draft preview refreshed explicitly, and never applies changes. Bundled Cytoscape 3.33.1 is served locally with its MIT license; no CDN or new framework is required. Browser coverage checks groups, details, source navigation, pan/zoom and mobile layout; engine regression verifies traced pass results.
 
-The generation map arranges numbered rules in saved execution order from left to right, joined by solid sequence arrows. Each rule owns a vertical column of iterations, conditions and outputs. Dashed secondary edges show data dependencies rather than execution order. Repeated output groups use offset background cards; decorative layers follow dragging and do not receive selection. Browser checks verify rule ordering, aligned output columns and stack movement.
+The generation map arranges numbered rules in saved execution order from left to right, joined by solid sequence arrows. Variables occupy the upper band in first-consumer order, rules and their iterations and conditions occupy the middle band, and outputs occupy their producer columns in the lower resource band. Dashed edges show data dependencies. Repeated output groups expand into individual resources within the resource band. Browser checks verify rule ordering, band separation, output expansion and manual resources.
 
 Map input details display evaluated server values for each block and pass, never serialized bindings. Shared values are deduplicated across passes; differing values are explicitly counted. Generated references collapse to type/name cards, and people resolve by display name. Empty binding metadata and raw reference UUIDs are not presented. Condition operands and escalation recipients/delays come from the same resolver used during expansion.
 
@@ -134,3 +142,59 @@ Expanded map resources use type-specific labeled fields and the same compact ref
 Authorization boundaries are product failures like scheduling ones. A change to configuration sync, group mapping, roles, SSO, bootstrap or administration needs a regression in `tests/access.rs`, `tests/oidc.rs` or the pure tests. Existing cases pin: exact (not prefix/case-insensitive) group matching; membership removal when a group or workspace disappears, including for open sessions; instance administrators acting on workspaces without membership and being audited under their own ID; employees unable to administer integrations or members; the employee permission set applying to existing and future employees at once, with `view` mandatory and administrator-only permissions refused; refusal of a configuration that would disable everything and of ambiguous adoption before any write; bootstrap passwords equal for replicas in one UTC hour, rotated (ending sessions) in the next, and locked out when the block is removed; no SSO account takeover by a bootstrap name; SSO accounts created only when groups map, revoked at the next sign-in, never given a password; administrators unable to edit their own groups or SSO groups; deletion only of disabled, unconfigured workspaces with the typed key; contact linking rewriting the current document while history keeps the old ID and audit still resolves it, skipping ambiguous or conflicting data and never granting access.
 
 The browser access suite also runs against the real demo. No test may weaken these checks to make a failing sign-in pass; fix the cause or record the limitation.
+
+JSM deletion regressions remove checkpointed schedules (including coverage), escalations, routes and individual managed overrides, then republish with drift blocking enabled. Verify replacement IDs, refreshed dependent references, lost replacement-response recovery, no child reads against missing parents, and an unchanged subsequent publication without duplicate writes.
+
+## Explicit publication and shared drafts
+
+Saving workspace configuration, approving replacements, importing data and editing generator drafts never authorize provider writes. These changes persist in PostgreSQL and are visible to other authorized members. Ordinary unfinished modal forms remain local until Save. Generator drafts autosave separately, including invalid intermediate values, with their own optimistic revision and workspace scope.
+
+The top Review changes panel compares desired resources with the last successfully published document. Its Sync button is yellow when unpublished changes exist. Sync validates/applies the shared generator draft and explicitly authorizes a specific workspace revision; stale reviews fail. Provider status, errors and create/update/remove counts live in this panel. Failed authorized publications may retry the same snapshot; newer saved changes must never enter those retries. Successful jobs do not automatically refresh their horizon: the displayed coverage end requires a further explicit sync to extend it.
+
+The worker persists the authorized document and publishes that snapshot, not the newest workspace document. A click while a publication lease is active is rejected. Existing jobs are paused by the manual-publication migration until an explicit click. Published snapshots survive history pruning. Tests cover no writes before a click, pinned retries across later edits, no periodic writes after success, scoped shared-draft persistence, stale concurrent edits, resource review against the published baseline, and the browser workflow across sessions.
+
+`browser-manual-sync.cjs` uses isolated accounts and workspaces with the mock provider. It checks that saved manual resources and generated resources appear together in the publication review, remain unpublished across worker ticks, survive logout/login, and can be published by another authorized member. Desktop/mobile screenshots cover the yellow pending button and its cleared state after verification.
+
+## Compact recurring provider rotations
+
+A plain base rotation whose effective published coverage matches its ordered calendar-day cycle is exported to JSM as one finite recurring rotation named after the schedule. The engine supplies the current cycle phase, ordered participants and calendar-day shift length; the provider only translates these fields to daily/weekly API values. The remote schedule ID and ownership marker stay unchanged. A publication replaces the old per-shift rotations rather than accumulating new ones. Native boundary precision must be representable; irregular effective coverage and replacements retain the exact interval export. The canonical expanded timeline remains available for verification and preview. Tests cover mid-shift starts, pre-anchor phases, participant ordering, DST, replacements, migration of an existing owned schedule and idempotent repeated publication.
+
+When an owned JSM schedule has one current and one desired rotation, edits preserve the rotation ID through the dedicated rotation PATCH endpoint. Schedule metadata is patched without a rotations array. Verified intermediate writes are checkpointed; a durable pending-step snapshot recovers a lost response without mistaking that exact planned state for external drift. Tests model nested rotation replacement by schedule PATCH and require stable rotation identity across participant reorder, rename, retry and unchanged republish. Historical rows already retained by JSM are not deleted by this repair.
+
+Workspace state save/reload controls live beside Sync in the top Review changes panel. The localized hint distinguishes shared draft autosave, validated local application, and explicit publication; Sync includes application, so a separate save is optional. Reload retrieves the shared draft, not a historical rollback. Removing a variable or generation rule requires confirmation before mutating or autosaving the draft. Browser regression covers cancellation, confirmation, top-panel controls and narrow layout.
+
+JSM coverage rotation names use the schedule name, including priority coverage and the exact-time base rotation. Multiple finite rotations append the interval start in the schedule IANA timezone with date, time and UTC offset to distinguish DST folds. This is presentation only; ownership markers, coverage, checkpoints and explicit publication remain unchanged. Existing rotation names update on the next authorized synchronization.
+
+Manual and generated routing editors expose the existing greater-than and less-than operations. Priority follows alert severity (P1 highest); P3 and above is represented as less-than P3 with negate=true, including the boundary. The editors show comparison controls without an additional priority instruction; the provider wire contract is unchanged.
+
+Publication status exposes the lease expiry and a server-calculated publication_busy flag. Sync is disabled for an active lease, not merely the persisted publishing state. The review panel explains restart recovery and expired leases; normal polling refreshes eligibility. Restart never clears a live lease. PostgreSQL regression checks active-lease rejection and explicit reauthorization after expiry.
+
+Nested binding paths retain the raw input text while typing, including trailing spaces and slash separators. The parsed path still updates live for shared drafts and server previews. Reopening shows the normalized path; changing source resets it. Browser regression types a nested list path character by character and checks its resolved value, edits, reopening and source reset.
+
+JSM omits `repeat` when escalation repeats are disabled. Read-back and drift comparison accept an absent repeat field only for an expected escalation with `waitInterval: 0` (the provider disabled representation). Present repeat objects and enabled repeats remain strictly compared. Fake-server regressions reproduce omission, recovery without a checkpoint, idempotence and detection of externally enabled repeats. No overwrite policy is needed to recover an otherwise matching escalation.
+
+Sync immediately shows submitting feedback, then stays disabled for an authorized pending job as well as an active publication lease. Pending publication has a visible queue message. The UI polls every two seconds while queued or leased and keeps the twenty-second idle refresh; expired leases remain manually recoverable. A successful sync request updates local queue status before refreshing the workspace. Browser regression holds the queued response and verifies disabled state and automatic completion without reload.
+
+Generated escalation steps support Everyone on the team in addition to schedules and people. The optional team_all flag defaults to false for existing drafts; team recipients do not resolve an individual binding. They compile to Recipient::TeamAll and JSM uses the configured workspace integration team ID with notifyType=all. Delay and acknowledgment condition remain explicit. Generator, wire-contract and browser regressions cover the 30-minute team step and legacy recipients.
+
+## Layered generation map and value provenance
+
+The read-only map uses three separated horizontal bands: variables, generators, resources. Generator columns follow saved execution order; variables sort by first consumer, and generated resources occupy their producer column. Manual resources are included in the resource band with explicit manual attribution. Shapes distinguish bands; resource colors distinguish schedules, escalations and routes. Expanding output groups retains these bands.
+
+Server preview provides binding provenance using the same resolver as generation: source bindings, iteration sources, lookup keys, list items, intermediate path values, final values, node identities and errors. The browser presents this captured snapshot rather than re-evaluating scheduling logic. An inspector popover supports history, source navigation and per-pass examples. Dotted address segments are independently colored, with neutral separators; quoted keys containing dots remain intact. Generated names retain separate bound and literal affix segments, and resource fields link to their binding or explicit default/manual origin. Clicking the map backdrop closes it; clicks on the canvas only clear selection. Tests cover provenance, layout, manual resources, source exploration and safe text rendering.
+
+The value explorer renders source traversal as ordered monospace steps with neutral arrows and a selected-step indicator. Source navigation is a separate footer action; producer fields are independent choices rather than sequential path steps. Browser coverage checks stage values and separate source navigation.
+
+## Portable generation configuration
+
+[meguri/v2](portable-config.md) defines compact JSON import/export (with legacy v1 import support) for variables and generators only. Merge by name retains omitted inputs; nested identity keys preserve resource identity across editing and repeated imports. People transfer by email, manual resource references by exact name, and generated links by generator/block. The server provides a read-only parsed/expanded preview and revalidates before saving the shared draft with workspace and draft revisions. Provider writes require a later explicit Sync. Tests cover cross-workspace remapping, repeated imports, unknown fields, scoped permissions, stale previews, email contacts, parse errors and browser application.
+
+### Compact portable configuration
+
+`meguri/v2` is the default export: ordinary JSON variables, typed wrappers only for special scalar types, compact binding references, flattened output fields, readable output keys and omitted semantic defaults. The v1 importer remains supported. Inactive binding metadata must never be exported. Human output keys persist in shared drafts; list entries reconcile by unique name/value first and position for unmatched edits. The preview remains authoritative for identity-changing edits. Regression checks compare expanded resources, repeat imports and actual size reductions.
+
+The Import / Export dialog includes a localized Guide tab with a complete compact v2 reference, defaults, binding scope, operations, limits, merge semantics and a runnable example covering all output types. Copy guide copies every section as Markdown for hand editing or LLM use, without workspace data. Switching tabs preserves import text and does not apply it. Browser checks verify copying, sample preview, tab preservation and mobile layout.
+
+Random team escalation regression coverage includes generator compilation with an unused invalid binding, conflicting recipient flags, portable v1/v2 round trips, fake-JSM `notifyType: random`, and browser selection/shared-draft reload.
+
+Contact approval regressions cover account-to-contact immediate application, contact-to-account pending approval, contact-only absence planning by an editor, actor permissions, and unchanged account/membership counts. Existing regressions retain account-holder approval, swap and workspace isolation checks. `tests/browser-contact-approval.cjs` verifies immediate application without a force flag, readable preview, and calendar persistence.