Two related schema/defaults changes that together replace the
admins:[document_controller] subtree-admin status with a cleaner
role-grant-via-auto-own model, and lock down the one-way handoff
through the in-flight lifecycle slots.
## New: auto_own_roles
ZddcFile.AutoOwnRoles []string is a new field on the parent's .zddc
declaring "when this directory's auto_own fires, also grant these
roles rwcda alongside the creator email". The writer
(WriteAutoOwnZddc + WriteAutoOwnZddcFenced) now takes a roles slice
and writes both the creator email AND each named role as rwcda in
the new .zddc. mergeOverlay treats AutoOwnRoles like other path-tree
contributions (leaf-wins).
The defaults' archive/<party>/ entry now sets
`auto_own_roles: [document_controller]` and drops the
`admins: [document_controller]` line:
- When any DC mkdir's archive/<party>/, the auto-own .zddc grants
both their email and the role rwcda. Peer DCs share full
authority at every party without any DC needing subtree-admin
status.
- DCs are no longer subtree-admins anywhere. They can't bypass
WORM (only worm-create via the worm: list) and can't reach
inside fenced working homes. Admin elevation is reserved for
the root admins: list.
- Plan Review's ActionAdmin pre-flight passes for any DC via the
role grant cascading into reviewing/ and staging/.
## In-flight ratchet (working → staging → issued)
Per-role grants at the lifecycle slots formalise a one-way handoff:
working/ project_team: cr (create their own folders;
auto_own_fenced gives rwcda inside)
staging/ project_team: cr (drop files, no modify after — the
"commit" step; DC takes over)
document_controller: rwcd (transfer-to-issued needs `d`)
reviewing/ project_team: cr (create iteration folders; auto_own
unfenced grants rwcda inside)
received/ worm cr (file write-once)
issued/ worm cr
Each handoff drops the previous role's modify rights for the slot
they pushed from. Comments in defaults.zddc.yaml document the
pattern + the "project_team drops files at staging root, never
mkdirs" convention.
## Tests
TestStandardRoles_DocControllerScopedCreate rewritten — flips
from IsSubtreeAdmin assertions to verifying:
- rwcda at <party>/ via the auto-own .zddc (creator + role)
- rwcda cascading to working/reviewing/ (no slot override)
- rwcd at incoming/staging/ via explicit grants
- cr at received/issued via WORM mask
- IsSubtreeAdmin = false everywhere
- DC blocked from alice's fenced working/<email>/ home
New TestStandardRoles_DocControllerMultiDC — a second DC in the
role gets the same rwcda at any party a peer created, via the role
grant in auto_own_roles.
New TestStandardRoles_ProjectTeamInFlightRatchet locks the ratchet:
project_team gets cr at working/staging/reviewing, r at incoming/
received/issued.
New TestStandardRoles_DocControllerStagingDelete confirms DC has
`d` at staging/ for the transfer-to-issued workflow.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
May 2026 reshape. archive/ is now the only physical project-root
directory; working/, staging/, reviewing/ move from the project root
into each archive/<party>/ folder. Six top-level URLs become virtual
aggregators served via the cascade rather than disk:
ssr/mdl/rsk tables rollups across parties with a
synthesised $party source-party column
working/staging/ browse folder-nav listings of parties with
reviewing non-empty content in the slot; per-party
URLs 302-redirect to archive/<party>/<slot>/
Mkdir at the project root is restricted to `archive` and `_`/`.`-
prefixed system names — virtual aggregator names and ad-hoc folders
return 409.
Plan Review hardcodes the scaffold convention (archive/<party>/
{reviewing,staging}/<tracking>/); the pre-reshape
on_plan_review.{reviewing_root,staging_root} cascade keys are dropped.
document_controller is now subtree-admin of every archive/<party>/
(not of project-root working/staging/ as before), so per-party
lifecycle slots inherit admin authority through the cascade.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Single audit pass that removes pre-release back-compat, consolidates the
admin-policy decider, and fixes the .zddc write path.
Field removal — acl.allow / acl.deny:
- Drop ACLRules.Allow / Deny struct fields and mergeLegacyACL().
- Remove walker / lookups / validate / decider branches that read them.
- Migrate every test fixture (YAML strings and ACLRules struct literals)
to acl.permissions: { principal → verb-set }.
- Rewrite both bundled Rego policies (access.rego, access_federal.rego)
to traverse level.acl.permissions; rewrite parity-test helpers.
- Update create-project form (profile page) to collect permissions
instead of allow/deny lists.
Admin decider consolidation:
- Delete zddc.CanEditZddc — strict-ancestor rule retired. Subtree admins
own their own .zddc; the policy decider's IsActiveAdmin short-circuit
is the single bypass site.
- Migrate tablehandler.ServeTable to AllowActionFromChainP — closes the
same Forbidden bug already fixed for /browse.html.
- Drop AccessView.EditableParentChoices and treeEntry.CanEdit (always
true after the retirement). Profile page renders AdminSubtrees
directly for both lists.
- Drop the excludeLeaf parameter from AdminLevelInChain /
IsAdminForChain — no production caller passed true.
Dead code removed:
- policy.AllowWriteFromChain (zero production callers, zero tests).
- zddc.AllowedWithChain (zero production callers; tests deleted).
ModeStrict retirement — federal posture is OPA-only:
- Delete cascade_mode.go / cascade_mode_test.go and the ModeStrict
branches in cascade.go and acl.go.
- Drop --cascade-mode flag, CascadeMode config field, and the
InternalDecider.Mode field.
- Drop the mode parameter from every cascade helper:
GrantedVerbsAtLevel, AllowedAction, EffectiveVerbs,
EffectiveVerbsRange, RoleMembers, MatchesPrincipal,
MatchingPrincipals, WormZoneGrant, PolicyChain.VisibleStart.
- Strip cascade_mode from /.profile/config and
/.profile/effective-policy responses.
- Refresh README / ARCHITECTURE.md to describe federal posture as
"deploy OPA with access_federal.rego" (NIST AC-6); the bundled Rego
is the parent-deny-is-absolute variant. The in-process Go evaluator
implements only the commercial cascade.
Legacy redirects + .admin.css fallback:
- Drop /<dir>/.zddc.html → ?file=.zddc redirect and its test.
- Drop ?zip=1 retired comment + legacy test (handled by the
.zip virtual-URL path; covered by TestServeSubtreeZip).
- Drop .admin.css fallback in profile_assets.go — only .profile.css now.
- Refresh stale "retired" / "back-compat" / "legacy" comment markers.
.zddc write path fix:
- Dispatcher: route only GET/HEAD on .zddc URLs to ServeZddcFile; carve
.zddc out of the dot-prefix guard so PUT/DELETE/POST reach
ServeFileAPI. Before this, .zddc writes 405'd at ServeZddcFile and
the YAML editor's save flow had no live path.
- ServeFileAPI.resolveTargetPath: same .zddc-leaf carve-out so the file
API accepts the path; intermediate dot dirs (.zddc.d/) stay reserved.
- Listing: compute Writable per-file with ActionAdmin for .zddc
(matches the file API's gate) instead of ActionWrite for everything.
- Virtual .zddc placeholder: compute Writable via the same
parentActiveAdmin || ActionAdmin path. Was always false before.
- browse YAML editor canSave: exempt virtual .zddc — the synthetic
body is designed to materialize on PUT.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Two layers shipped together since the second builds on the first.
LAYER 1 — reviewing/ + Plan Review scaffolding
- reviewing/ is now a real folder under each project, populated by the
Plan Review composite endpoint. The old reviewing/ virtual aggregator
handler is retired.
- POST /<project>/archive/<party>/received/<tracking>/ with X-ZDDC-Op:
plan-review scaffolds physical workflow folders under reviewing_root
and staging_root, each carrying .zddc.received_path pointing back at
the canonical submittal. Idempotent re-runs match by received_path
and re-converge the ACL.
- Virtual received window: when listing or writing under
<workflow>/received/, the server resolves through the canonical
archive/<party>/received/<tracking>/ via the workflow's
.zddc.received_path. Writes get rewritten to
<workflow>/<base>+C<n><suffix> so review comments land in the
workflow folder and never touch the WORM archive.
- Cascade defaults declare on_plan_review per project so the
reviewing_root and staging_root are configurable.
LAYER 2 — browse context-menu workflows
- Accept Transmittal: right-click a transmittal folder in
archive/<party>/incoming/ → validates ZDDC folder + filename
conformance, atomic-renames the folder to
archive/<party>/received/<tracking>/ (WORM zone), and optionally
chains into Plan Review in the same composite request. Re-acceptance
with a different revision merges file-by-file; WORM forbids
overwrite of an existing filename.
- Stage / Unstage: right-click files in working/<…>/ → "Stage to…"
with picker of existing staging transmittal folders + inline
"New transmittal folder…" create; right-click files in
staging/<…>/ → "Unstage to working/" defaulting to the user's
working/<email>/ home. Reuses the file-API move primitive.
- Create Transmittal folder: right-click the staging/ pane → prompts
for a ZDDC-conforming folder name with live validation; mkdir,
then navigate to the new folder URL where the transmittal tool
serves the editor.
- Supporting infrastructure: new CanonicalFolderAt cascade lookup +
X-ZDDC-Canonical-Folder response header so the browse SPA can
scope-gate menu items without re-implementing the cascade
client-side.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
mdedit/ is gone. Its functionality moved into browse's preview plugin
(browse/js/preview-markdown.js) — YAML front matter editing, outline,
and on-demand DOCX/HTML/PDF download all happen there. Browse is the
default_tool for working/ + reviewing/ as of the previous commit, so
existing URLs of the form /<project>/working land on browse without
operator action.
Removed:
• mdedit/ source tree (Toast UI app, CSS, JS, template, build.sh)
• zddc/internal/apps/embedded/mdedit.html (//go:embed blob)
• tests/mdedit.spec.js + the "mdedit" project in playwright.config.js
• mdedit entries in zddc/internal/apps/embed.go (//go:embed, var,
switch case in EmbeddedBytes)
• "mdedit" in zddc/internal/zddc/validate.go AppNames + the matching
error-message app list
• "mdedit.html" branch in zddc/internal/apps/handler.go MatchAppHTML
• mdedit case in tests (handler_test.go, validate_test.go,
zddchandler_test.go) — test fixtures now use browse/classifier
• mdedit from build (per-tool build.sh loop, tool-list literals,
composer cards) and shared/build-lib.sh ZDDC_RELEASE_TOOLS
• mdedit from freshen-channel's tool list and usage banner
• mdedit-specific paragraphs in AGENTS.md and ARCHITECTURE.md;
Markdown Editor section in ARCHITECTURE.md rewritten to point at
browse/js/preview-markdown.js
• mdedit from CLAUDE.md, README.md, zddc/README.md tool lists
Historical mdedit_v*.html / mdedit_v*.html.sig files in
/srv/zddc/releases/ on the deploy host are immutable history — they
stay where they are. The next ./build release cut will simply not
produce new mdedit_v* artifacts.
The trailing-slash directory form was hardcoded to serve `browse`. Add a
`dir_tool` .zddc key (cascades leaf→root, floors at `browse`) so an
operator can point a subtree's slash form at another directory-oriented
tool — the symmetric counterpart to `default_tool` (the no-slash
"specialized app"). handler.ServeDirectory now resolves it via
zddc.DirToolAt; JSON listing requests are unaffected (raw listing
always served, so browse can still enumerate).
Also collapse the no-slash dispatch: the on-disk-directory and the
virtual-declared-path branches in main.go each carried their own copy
of "default_tool → tables-carveout-or-apps.Serve → 302", with
inconsistent ACL checks. Extract one chokepoint, serveSpecializedNoSlash,
that enforces ACL uniformly for every default_tool route.
Updates ARCHITECTURE.md and AGENTS.md: the stale "Special folders" /
hardcoded-availability sections now describe the .zddc-cascade model
(defaults.zddc.yaml, the schema-key table, the slash/no-slash
convention, WORM, standard roles).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
WORM (write-once-read-many) is no longer a special folder type keyed
off the literal names "received"/"issued". It's a cascade key —
`worm:` on any directory's .zddc — with the ACL-shaped semantics the
user described.
Schema:
worm:
"doc-control@example.com": cr # email-glob or @role:name → verbs ⊆ {r, c}
# an empty map ({}) is a WORM zone with no create-capable principals
Effect inside a WORM zone (any cascade level declares worm:), applied
AFTER the normal cascade ACL and BEFORE the admin escape hatch:
- w / d / a stripped for everyone
- c survives only via the worm: map
- r survives via the normal ACL OR the worm: map (so a document
controller who isn't in the project ACL still gets read+create)
- worm: grants UNION across the cascade — deeper .zddc can name
more controllers
- admins (root / subtree) bypass entirely — handler does the
IsAdmin check before the policy evaluator
defaults.zddc.yaml: archive/<party>/received and archive/<party>/issued
carry `worm: {}` (WORM zone, no controllers — the deployment names
its document controller by adding a deeper .zddc with
`worm: {<principal>: cr}`). The canonical convention is unchanged;
the difference is an operator can now mark any directory WORM, or
rename received/issued, without a code change.
Removed (hardcoded path predicates, superseded by the cascade walk):
zddc.IsWormPath
zddc.WormFolderLevelIndex
zddc.splitPathSegments (only IsWormPath used it)
Kept: zddc.WormMask (generic verb-set primitive), zddc.VerbsRC.
New:
zddc.WormZoneGrant(chain, email, mode) → (verbs, inWormZone)
Walks the chain for worm: declarations; unions the principal's
grants masked to {r, c}.
policy.InternalDecider.Allow: WORM block rewritten to consult
WormZoneGrant instead of IsWormPath/WormFolderLevelIndex.
ValidateFile: worm: keys validated as email-glob (or @role:name);
values validated as verb strings ⊆ {r, c}.
Tests:
- new worm_test.go covers the embedded convention, operator-granted
controller, w/d masking, cross-cascade union.
- special_test.go's TestIsWormPath / TestWormFolderLevelIndex
retired; TestWormMaskStripsWDA kept.
- fileapi_test.go's WORM tests updated: the doc-controller grant is
now `worm: { _doc_controller: cr }` at issued/.zddc, not
`acl.permissions: { _doc_controller: cr }`.
- federal-parity and admin-bypass tests unchanged — the WORM mask
still strips w/d/a and admins still bypass.
All Go tests green.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The last hardcoded client-side knowledge of the canonical convention
was the upload-zone regex in browse:
var UPLOAD_SCOPES = /\/(working|staging|incoming)(\/|$)/i;
Now declared in the cascade:
Schema:
drop_target: true|false leaf-only; describes THIS dir
(not propagated to descendants)
Lookup:
zddc.DropTargetAt(root, dir) bool
Surfaced to clients:
Directory listings carry an X-ZDDC-Drop-Target: true response
header when the cascade declares this leaf as an upload zone.
No header = no drop target.
Defaults populated:
working / working/* / staging / archive/<party>/incoming
all carry drop_target: true. Operators can extend (e.g. drop
files on archive/<party>/received via override) or disable
(e.g. drop_target: false at a specific staging subtree) without
touching code.
Browse migration:
loader.fetchServerChildren reads the response header and stamps
state.scopeDropTarget on every listing fetch. upload.js's
currentScopeAllows now reads that flag instead of regex-
matching the URL. Initial value is false in init.js so a
listing failure (offline / server doesn't emit the header)
safely defaults to "no drop zone".
Phase 4a closes the most visible asymmetry between server-side and
client-side cascade knowledge. The remaining client hardcodes
(browse grid-mode regex, archive source heuristics, shared/nav
stage strip) follow the same pattern when needed — Phase 4b/c/d.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Phase 3 retired these symbols by migrating their consumers to the
.zddc cascade lookups. Removing them now that nothing references
them:
- var zddc.ProjectRootFolders
- var zddc.PartyFolders
- var zddc.AutoOwnCanonicalNames
- var zddc.VirtualOnlyCanonicalNames
- func zddc.IsProjectRootFolder
- func zddc.IsArchivePartyFolder
- func zddc.IsArchivePartyMdlDir
- func handler.isArchivePartyDir
The canonical convention is expressed in defaults.zddc.yaml and
consulted via lookups.go's DefaultToolAt / AutoOwnAt / VirtualAt /
IsDeclaredPath / ChildrenDeclaredAt / AvailableToolsAt /
IsToolAvailableAt. Operators override per-directory via on-disk
.zddc files; the embedded layer is the documented baseline.
Test removals:
- TestCanonicalLists (lists no longer exist)
- TestIsProjectRootFolder (function no longer exists)
Equivalent coverage lives in lookups_test.go's
TestDefaultToolAt_FromEmbeddedConvention,
TestIsDeclaredPath_FromEmbeddedConvention, etc. — which assert the
convention via the cascade's actual lookup path rather than the
predicates' return values.
handler.isAtArchivePartyMdlDir is RETAINED — it's still actively
consumed by RecognizeTableRequest's default-MDL fallback in
table.html URL resolution. That's a tighter file-path predicate
than the cascade walker would naturally express; can revisit if it
ever needs to become configurable.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Final consumer migration. The Go-coded lists that previously encoded
the ZDDC convention all defer to the .zddc cascade now.
Schema added:
available_tools: [tool1, tool2, ...] concat-union across cascade;
tools not in the union are
denied auto-route at that path
auto_own_fenced: true|false generated auto-own .zddc
carries inherit:false (private
to creator)
Lookups added:
AvailableToolsAt(root, dir) union of available_tools across cascade
IsToolAvailableAt(root, dir, tool)
AutoOwnFencedAt(root, dir) leaf-only
Cascade semantics finalised (per field):
default_tool → leaf→root walk (parent applies to descendants)
available_tools → leaf→root union (each level adds; baseline at root)
auto_own → leaf-only (creating THIS dir specifically)
auto_own_fenced → leaf-only (same)
virtual → leaf-only (THIS dir is virtual, not subtree)
Consumers migrated:
apps.DefaultAppAt → zddc.DefaultToolAt
apps.AppAvailableAt → zddc.IsToolAvailableAt (+ landing special)
EnsureCanonicalAncestors → AutoOwnAt + AutoOwnFencedAt
fs.ListDirectory empty-list fallback → zddc.IsDeclaredPath
fs.virtualCanonicalFolders → zddc.ChildrenDeclaredAt
dispatcher canonical-folder branches → unified into one
cascade-declared block
Hardcoded helpers REMOVED (dead code):
apps.inAncestorWithName
zddc.autoOwnDepthMatch / isAutoOwnDepthMatch
Hardcoded lists kept as data sources for the cascade walker but
no longer drive routing logic:
ProjectRootFolders / PartyFolders / AutoOwnCanonicalNames /
VirtualOnlyCanonicalNames / IsProjectRootFolder / IsArchivePartyFolder /
IsArchivePartyMdlDir — all still defined; only `ProjectRootFolders`
is used by special.go's IsProjectRootFolder. The rest are dead.
Dispatcher unified: the previously-two branches (per-party folder vs
project-root folder) collapse into one cascade-declared-path block
that handles the slash/no-slash convention uniformly:
- no-slash, default_tool=tables → ServeTable (default-MDL fallback)
- no-slash, default_tool set → apps.Serve(tool)
- no-slash, no default_tool → 302 to slash form
- slash, any → ServeDirectory empty-list fallback
The IsDir branch's switch also un-hardcoded — any cascade tool is
served (not just the legacy 3 names), so e.g. /Project/archive/<party>
/incoming (no slash) now serves classifier directly rather than 302'ing
to the slash form.
defaults.zddc.yaml populated with the canonical convention as the
recipe. Operators edit it (or override per-directory on disk) to
change any behaviour — no Go code changes required.
Browse drag-drop scope (working/staging/incoming) is the one remaining
client-side hardcoded regex; cascading that requires the cascade JSON
to be served to the client, which is its own Phase 4 piece.
Tests updated for the new no-slash mdl URL convention (landing MDL
card test) and no-slash stage URLs (nav strip test). All 248
Playwright + all Go tests green.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Two pieces:
1. Lookup helpers walk chain.Levels from leaf back to root. The
"parent applies to descendants unless overridden" cascade rule
means a working/ default_tool=mdedit propagates to deep paths
like working/alice@example.com/notes/sub/deep without anyone
declaring it at every level. AutoOwnAt and VirtualAt follow the
same walk; explicit false at a descendant can override an
ancestor's true (*bool semantics).
2. apps.DefaultAppAt delegates to zddc.DefaultToolAt. The hardcoded
switch on parts[1] (archive→archive, staging→transmittal,
working→mdedit, reviewing→mdedit, mdl→tables) and its case-
sensitivity quirks now live in defaults.zddc.yaml. Operators can
override any of these per-directory with an on-disk .zddc; no
code change required.
Semantic improvement: archive/<party>/incoming previously defaulted
to "archive" (because parts[1]=archive and the switch didn't look
deeper). The new convention routes it to "classifier" — incoming/ is
the bulk-rename surface, not a record browser. Updated
availability_test.go to reflect.
All other DefaultAppAt cases — including case-fold (Archive/MDL),
mdl override, reviewing virtual, project root returning "", random
non-canonical names returning "" — produce bit-identical output.
Two new tests in lookups_test.go cover the propagation:
- TestDefaultToolAt_PropagatesToDescendants
- TestAutoOwnAt_DescendantCanDisable
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Schema:
- default_tool: string (tool name served at this dir's no-slash URL)
- auto_own: *bool (mkdir post-hook auto-grants the creator)
- virtual: *bool (never materialise on disk; aggregator routes)
defaults.zddc.yaml: populated with the full canonical convention via
paths:. Top-level "*" matches any project; nested archive/working/
staging/reviewing declare the project-stage tools; archive's "*" /
mdl|incoming|received|issued tree declares the per-party surfaces.
All four party folders and all four project-root folders get their
default_tool; working / staging / archive/<party>/incoming get
auto_own; reviewing / archive/<party>/mdl get virtual. None of these
need on-disk dirs to exist.
Lookups (zddc/internal/zddc/lookups.go):
DefaultToolAt(root, dir) → cascade-resolved default tool name
AutoOwnAt(root, dir) → does mkdir auto-own here?
VirtualAt(root, dir) → never materialise on disk?
IsDeclaredPath(root, dir) → does the cascade say anything about this dir?
ChildrenDeclaredAt(root, dir)→ literal child names declared by Paths
Each looks up via EffectivePolicy → leaf level → Embedded fallback,
so operators' on-disk overrides win and the embedded baseline carries
the convention.
Tests cover the embedded convention, operator overrides, and
inherit:false blocking the embedded layer. No consumer migration yet
— that's Phase 3b. Behaviour is bit-identical for current callers
since none of them consult the new lookups.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
