V4.11 Added tags + lots of little changes to the UI

docs/roadmap_plan.md

@@ -79,29 +79,36 @@ Small, low-risk structural-parity fixes across Person/Job/Document detail pages:
 
 ---
 
-## V4.11 — Bigger UI Features
+## V4.11 — Approved Scope
 
-- **Tags** (supersedes "collections"): many-to-many tagging for documents,
-  reusing the Settings registry pattern (autocomplete against existing tags,
-  managed like Document Types/Person Roles). Since you want dedicated UI to
-  browse/filter by tag, include a tag-filter view (e.g. a "Tags" entry point
-  showing documents grouped/filterable by tag) as part of this version, not
-  deferred — that's the UI surface that makes tags actually replace collections
-  day-to-day, not just a data field.
-- **UI theme selection**: kept simple, per your confirmation — 2–4 curated
-  themes (e.g. Archival/Sepia, Light, Dark, High-contrast), a single stored
-  preference, swapped via existing CSS variables/Tailwind tokens in
-  `theme.py`. No open-ended theme builder.
-- **Edit Transcription sub-page**: source image + transcription text +
-  editable revision side-by-side, keeping the existing Save Revision/Reset
-  buttons. You noted the exact interaction/layout needs to be clarified when
-  this is scoped — treat this as a design-first item: confirm the two/three
-  column breakpoint behavior and what happens on narrow windows before
-  building.
-- **Source detail page reflow** (move Candidate Machine Transcriptions to the
-  bottom of the image column; align Source Metadata's top edge with
-  Transcription Text): do this *after* the Edit Transcription sub-page above,
-  since that page will reuse/rearrange the same boxes — avoids reflowing twice.
+- **Tags** (supersedes "collections"): many-to-many tagging for Documents with
+  Settings-style management (same pattern as Document Types and Person Roles),
+  autocomplete-capable assignment, and a dedicated **Tags** entry point for
+  browse/filter-by-tag workflows.
+- **Source Detail simplification**: remove the separate **Transcription Text**
+  card; show Source image + Editable Revision + Source/SourceJob metadata in a
+  3-column top layout, then keep Candidate Machine Transcriptions below the
+  image/revision area.
+- **Integrity reconciliation checks in tests**:
+  - document folder count under `UPLOAD_DIR/documents` must equal `document`
+    row count.
+  - source file count under each `UPLOAD_DIR/documents/{document_id}` folder
+    must equal `source` row count for that Document.
+  - failures should include actionable mismatch details (missing row/folder or
+    file/source mapping).
+- **UI table updates**:
+  - Archival Documents: remove **Archive Ref**, add **# Sources**.
+  - Archival Entities: People: remove **Display Name** and **Maiden Name**
+    columns, add **FamilySearch ID**.
+  - Transcription Pipeline Jobs: add **# Sources**.
+- **Create Processing Job page**: Provider and Model must be selectable for new
+  job creation.
+
+Deferred out of this release:
+
+- UI theme selection.
+- Settings-based `.env` editing and runtime controls.
+- Person table structural redesign (removing/splitting name fields).
 
 ---
 

docs/schema.md

@@ -6,10 +6,11 @@ This document is the field-accurate Version 4 schema contract aligned to `src/tr
 
 - `src/transcription/db/models.py:60-78` (status and purpose enums)
 - `src/transcription/db/models.py:80-120` (`DocumentType`, `PersonRole`)
-- `src/transcription/db/models.py:122-207` (`Document`, `Person`, `DocumentPerson`)
-- `src/transcription/db/models.py:208-255` (`Job`)
-- `src/transcription/db/models.py:273-386` (`Source`, `JobSource`)
-- `src/transcription/db/models.py:387-445` (`ExecutionAttempt`)
+- `src/transcription/db/models.py:122-148` (`Tag`, `Document`)
+- `src/transcription/db/models.py:149-255` (`Person`, `DocumentPerson`, `DocumentTag`)
+- `src/transcription/db/models.py:256-303` (`Job`)
+- `src/transcription/db/models.py:304-417` (`Source`, `JobSource`)
+- `src/transcription/db/models.py:418-476` (`ExecutionAttempt`)
 
 ## Entity Relationship Overview
 
@@ -19,8 +20,10 @@ erDiagram
     Document ||--o{ Job : has
     Document ||--o{ Source : has
     Document ||--o{ DocumentPerson : links
+    Document ||--o{ DocumentTag : tagged
     Person ||--o{ DocumentPerson : links
     PersonRole ||--o{ DocumentPerson : labels
+    Tag ||--o{ DocumentTag : labels
     Job ||--o{ JobSource : includes
     Source ||--o{ JobSource : participates
     JobSource ||--o{ ExecutionAttempt : attempts
@@ -74,6 +77,18 @@ erDiagram
 | `created_at` | `datetime` | default now |
 | `updated_at` | `datetime` | default now, onupdate |
 
+### `Tag`
+
+| Field | Type | Notes |
+| :--- | :--- | :--- |
+| `id` | `UUID` | PK |
+| `semantic_key` | `str \| None` | nullable unique, indexed |
+| `label` | `str` | required |
+| `normalized_label` | `str` | unique, indexed |
+| `is_active` | `bool` | default `True` |
+| `created_at` | `datetime` | default now |
+| `updated_at` | `datetime` | default now, onupdate |
+
 ### `Document`
 
 | Field | Type | Notes |
@@ -124,6 +139,19 @@ erDiagram
 Constraint:
 - `UniqueConstraint(document_id, person_id)` named `uq_document_person`
 
+### `DocumentTag`
+
+| Field | Type | Notes |
+| :--- | :--- | :--- |
+| `id` | `UUID` | PK |
+| `document_id` | `UUID` | FK -> `document.id`, indexed |
+| `tag_id` | `UUID` | FK -> `tag.id`, indexed |
+| `created_at` | `datetime` | default now |
+| `updated_at` | `datetime` | default now, onupdate |
+
+Constraint:
+- `UniqueConstraint(document_id, tag_id)` named `uq_document_tag`
+
 ### `Job`
 
 | Field | Type | Notes |

docs/ui/pages/documents.md

@@ -22,9 +22,10 @@ Documents manages the archival record for each historical artifact independently
 - The title is **Archival Documents**.
 - **Create new document** opens the create route.
 - The table defaults to Document Title order and supports search and column sorting.
-- Columns are Document Title, Type, Author, Document Date, and Archive Ref.
+- Columns are Document Title, Type, Author, Document Date, and # Sources.
 - Document Title is left-aligned; the remaining columns are centered.
 - Author lists all linked people in the `author` role.
+- # Sources reflects the count of linked Source rows for each Document.
 - Date display prefers exact date, then approximate date, then `Unknown`.
 - Selecting a row opens Document Detail.
 - No records displays `No documents found in repository.`
@@ -43,12 +44,14 @@ Optional:
 - Document location.
 - Archive identifier.
 - Notes.
+- Tags.
 - Linked People, with exactly one Person Role per linked Person.
 
 Rules:
 
 - Exact date must parse as `YYYY-MM-DD`; browser presentation may follow locale.
 - Existing people appear with disambiguating labels.
+- Tag assignment supports selecting existing tags and adding new labels inline.
 - **Create new person** opens Person creation.
 - `person_id` may preselect that Person in the author role on Document creation.
 - An invalid requested Person produces a warning rather than a broken form.
@@ -65,7 +68,7 @@ Rules:
 
 - The heading shows name, type, and internal ID.
 - The first Source, when present, appears in the dark-room viewer.
-- Archival Metadata shows authors, Document Type, compact Document date, location, and archive identifier. Notes appear in a separate archival-notes block within the same card.
+- Archival Metadata shows authors, Document Type, tags, compact Document date, location, and archive identifier. Notes appear in a separate archival-notes block within the same card.
 - System Logistics shows created and updated timestamps.
 - Related People are grouped by role and link to Person Detail.
 - **Sources & Pipeline Jobs** shows counts and actions for filtered Sources, Document Jobs, and adding a Job.

docs/ui/pages/jobs.md

@@ -19,7 +19,7 @@ Jobs manages transcription processing runs. A Job belongs to one Document, links
 
 - The title is **Transcription Pipeline Jobs**.
 - **Create job** opens Job creation and **Refresh** reloads the table.
-- Columns are Job ID, Status, Document Name, Retries, and Updated.
+- Columns are Job ID, Status, Document Name, # Sources, Retries, and Updated.
 - Updated is the primary date/sort field.
 - Search covers Job ID, document name, and status.
 - Status is displayed as a semantic status chip.
@@ -31,7 +31,7 @@ Jobs manages transcription processing runs. A Job belongs to one Document, links
 - A Target Document and at least one source file are required.
 - `document_id` may preselect a Target Document.
 - If no Documents exist, the page explains the prerequisite and links to Document creation with a return path.
-- Provider and Model are optional request overrides.
+- Provider and Model are selectable when creating a new Job.
 - Upload accepts JPEG, PNG, TIFF, and PDF files and supports multiple/folder selection.
 - The visible upload queue is sorted alphabetically by original filename.
 - Files can be removed individually or cleared before submission.

docs/ui/pages/people.md

@@ -19,8 +19,9 @@ People manages reusable historical-person records. A Person may appear in many D
 - The title is **Archival Entities: People**.
 - **Create new person** opens the create route.
 - The table defaults to Full Name order and supports search and column sorting.
-- Columns are Full Name, Display Name, Maiden Name, Birth Date, and Death Date.
-- Full Name is left-aligned; Display Name, Maiden Name, and date columns are centered.
+- Columns are Full Name, FamilySearch ID, Birth Date, Death Date, and # Documents.
+- Full Name is left-aligned; FamilySearch ID, date columns, and # Documents are centered.
+- # Documents reflects how many linked Documents each Person is connected to.
 - Birth and death values independently prefer exact date, then approximate date, then `Unknown`.
 - Selecting a row opens Person Detail.
 - No records displays `No person records found in repository.`

docs/ui/pages/settings.md

@@ -8,7 +8,7 @@ Settings manages installation-local registries and editable text assets from one
 
 | Route | Purpose |
 | --- | --- |
-| `/settings` | Manage Document Types, Person Roles, Prompts, and Home Page Text. |
+| `/settings` | Manage Document Types, Person Roles, Tags, Prompts, and Home Page Text. |
 
 ## Behavior
 
@@ -16,15 +16,16 @@ Settings manages installation-local registries and editable text assets from one
 - Configuration surfaces are grouped as tabs:
   - **Document Types**
   - **Person Roles**
+  - **Tags**
   - **Prompts**
   - **Home Page Text**
-- Document Types and Person Roles support Add/Edit/Delete with existing guardrails.
+- Document Types, Person Roles, and Tags support Add/Edit/Delete with existing guardrails.
 - Prompts exposes only `transcribe_document.md` for editing and restore-from-backup.
 - Home Page Text edits the same Markdown content rendered on `/homepage`.
 
 ## Acceptance Checklist
 
-- `/ui/settings` renders all four tabs.
+- `/ui/settings` renders all five tabs.
 - Registry and prompt workflows keep existing validation and error handling.
 - Saving Home Page Text persists content for the homepage view.
 

docs/ui/pages/sources.md

@@ -34,13 +34,12 @@ The list accepts optional `document_id` and `job_id` query parameters. Document
 - **Delete Source** opens the guarded delete route.
 - Previous and Next navigate only among Sources belonging to the same Document in page order; unavailable boundary actions are disabled.
 - The media viewer resolves the stored Source path through the configured upload root.
-- Transcription Text is read-only and displays the preferred machine projection, with a legacy latest-JobSource
-  fallback only when no Source projection exists.
-- Editable Revision is seeded from an existing revision or the machine transcription.
+- The top layout is three columns: Source image, Editable Revision, and Source/SourceJob metadata.
+- Editable Revision is seeded from an existing revision or the preferred machine transcription.
 - Source Metadata shows upload name, stored filename, page number, Document Name, Document ID, and stored path. Source ID appears in the page-header subtitle.
 - SourceJob Metadata shows latest status, Job ID, execution time, provider, model, prompt, and failure detail.
 - Revision Logistics shows revised state, last-revised time, and upload time.
-- Candidate Machine Transcriptions remains compact until a candidate is expanded, then compares it with the preferred
+- Candidate Machine Transcriptions appears below the image/revision area, remains compact until expanded, then compares it with the preferred
   machine result and requires confirmation before **Use this transcription**.
 - Candidate promotion does not alter a human revision. Empty states distinguish no machine result from no candidates.
 - An orientation-normalized artifact appears in evidence only when recognized metadata required a physical rotation.

docs/ui/pages/tags.md

@@ -0,0 +1,31 @@
+# Tags Page Contract
+
+## Purpose
+
+Tags provides a dedicated browse/filter entry point for document tagging workflows.
+
+## Route
+
+| Route | Purpose |
+| --- | --- |
+| `/tags` | Browse Documents grouped by Tag and filter to one Tag. |
+
+## Behavior
+
+- The page title is **Tags**.
+- When no tags exist, the page shows `No tags are configured yet.`
+- A Tag filter select allows narrowing to one tag.
+- Each rendered group header includes the tag label and document count.
+- Document names are clickable and open Document Detail.
+
+## Acceptance Checklist
+
+- `/ui/tags` renders successfully from the main navigation.
+- Group counts match the number of linked Documents per Tag.
+- Filtering hides non-matching tag groups.
+
+## Implementation Anchors
+
+- `src/transcription/ui/pages/tags_page.py`
+- `src/transcription/services/documents.py`
+- `tests/ui/test_tags_page.py`

src/transcription/db/migration.py

@@ -29,9 +29,11 @@ from transcription.db.engine import get_database_url
 EXPORT_TABLE_ORDER = (
     "document_type",
     "person_role",
+    "tag",
     "document",
     "person",
     "document_person",
+    "document_tag",
     "job",
     "source",
     "job_source",

src/transcription/db/models.py

@@ -119,6 +119,28 @@ class PersonRole(SQLModel, table=True):
     )
 
 
+class Tag(SQLModel, table=True):
+    """Registry of labels that can be attached to Documents."""
+
+    __tablename__ = "tag"
+
+    id: UUID = Field(default_factory=uuid4, primary_key=True)
+    semantic_key: str | None = Field(default=None, index=True, unique=True)
+    label: str
+    normalized_label: str = Field(index=True, unique=True)
+    is_active: bool = True
+    created_at: datetime = Field(default_factory=lambda: datetime.now(UTC))
+    updated_at: datetime = Field(
+        default_factory=lambda: datetime.now(UTC),
+        sa_column_kwargs={"onupdate": lambda: datetime.now(UTC)},
+    )
+
+    document_tags: list["DocumentTag"] = Relationship(
+        back_populates="tag_ref",
+        sa_relationship_kwargs={"lazy": "raise"},
+    )
+
+
 class Document(SQLModel, table=True):
     """An historical document."""
 
@@ -141,6 +163,10 @@ class Document(SQLModel, table=True):
     document_people: list["DocumentPerson"] = Relationship(
         back_populates="document", sa_relationship_kwargs={"lazy": "raise"}
     )
+    document_tags: list["DocumentTag"] = Relationship(
+        back_populates="document",
+        sa_relationship_kwargs={"lazy": "raise"},
+    )
     document_type_ref: Optional["DocumentType"] = Relationship(
         back_populates="documents", sa_relationship_kwargs={"lazy": "raise"}
     )
@@ -205,6 +231,32 @@ class DocumentPerson(SQLModel, table=True):
     )
 
 
+class DocumentTag(SQLModel, table=True):
+    """Associates Documents with Tags."""
+
+    __tablename__ = "document_tag"
+
+    id: UUID = Field(default_factory=uuid4, primary_key=True)
+    document_id: UUID = Field(foreign_key="document.id", index=True)
+    tag_id: UUID = Field(foreign_key="tag.id", index=True)
+    created_at: datetime = Field(default_factory=lambda: datetime.now(UTC))
+    updated_at: datetime = Field(
+        default_factory=lambda: datetime.now(UTC),
+        sa_column_kwargs={"onupdate": lambda: datetime.now(UTC)},
+    )
+
+    __table_args__ = (UniqueConstraint("document_id", "tag_id", name="uq_document_tag"),)
+
+    document: Optional["Document"] = Relationship(
+        back_populates="document_tags",
+        sa_relationship_kwargs={"lazy": "raise"},
+    )
+    tag_ref: Optional["Tag"] = Relationship(
+        back_populates="document_tags",
+        sa_relationship_kwargs={"lazy": "raise"},
+    )
+
+
 class Job(SQLModel, table=True):
     """A transcription job tied to a single document."""
 

src/transcription/services/documents.py

@@ -20,7 +20,9 @@ from ..db.loading import orm_attribute
 from ..db.loading import selectinload
 from ..db.models import Document
 from ..db.models import DocumentPerson
+from ..db.models import DocumentTag
 from ..db.models import DocumentType
+from ..db.models import Tag
 from ..db.registries import AUTHOR_ROLE_SEMANTIC_KEY
 from ..errors import AppError
 from ..errors import ErrorCategory
@@ -53,6 +55,10 @@ class DocumentTypeError(DocumentError):
     """Raised when Document Type maintenance fails."""
 
 
+class TagError(DocumentError):
+    """Raised when Tag maintenance fails."""
+
+
 class DocumentTypeRegistry(RegistryService[DocumentType]):
     """Document Type registry maintenance."""
 
@@ -75,6 +81,28 @@ class DocumentTypeRegistry(RegistryService[DocumentType]):
 type DocumentTypeSummary = RegistrySummary
 
 
+class TagRegistry(RegistryService[Tag]):
+    """Tag registry maintenance."""
+
+    model = Tag
+    error = TagError
+    noun = "Tag"
+    short_noun = "tag"
+    referenced_retainer = "historical Documents"
+
+    def reference_model(self) -> type[SQLModel]:
+        return DocumentTag
+
+    def reference_id_column(self) -> Any:
+        return col(DocumentTag.id)
+
+    def reference_key_column(self) -> Any:
+        return col(DocumentTag.tag_id)
+
+
+type TagSummary = RegistrySummary
+
+
 @dataclass(frozen=True, slots=True)
 class DocumentPrintSource:
     id: UUID
@@ -119,6 +147,7 @@ class DocumentService(ServiceBase):
     ) -> None:
         super().__init__(session_factory, settings)
         self._document_types = DocumentTypeRegistry(self.session_factory, self.settings)
+        self._tags = TagRegistry(self.session_factory, self.settings)
 
     async def _validate_document_type(self, *, session: AsyncSession, document: Document) -> None:
         """Validate the UUID-backed Document Type reference."""
@@ -272,6 +301,8 @@ class DocumentService(ServiceBase):
                 selectinload(Document.document_people).selectinload(orm_attribute(DocumentPerson.person)),
                 selectinload(Document.document_people).selectinload(orm_attribute(DocumentPerson.role_ref)),
                 selectinload(Document.document_type_ref),
+                selectinload(Document.document_tags).selectinload(orm_attribute(DocumentTag.tag_ref)),
+                selectinload(Document.sources),
             )
             result = await _session.exec(query)
             return result.all()
@@ -287,6 +318,7 @@ class DocumentService(ServiceBase):
                     selectinload(Document.document_people).selectinload(orm_attribute(DocumentPerson.person)),
                     selectinload(Document.document_people).selectinload(orm_attribute(DocumentPerson.role_ref)),
                     selectinload(Document.document_type_ref),
+                    selectinload(Document.document_tags).selectinload(orm_attribute(DocumentTag.tag_ref)),
                 )
                 .where(Document.id == document_id)
                 .execution_options(populate_existing=True)
@@ -362,6 +394,15 @@ class DocumentService(ServiceBase):
         """List configured document types."""
         return await self._document_types.list_entries(active_only=active_only, session=session)
 
+    async def list_tags(
+        self,
+        *,
+        active_only: bool = True,
+        session: AsyncSession | None = None,
+    ) -> Sequence[Tag]:
+        """List configured tags."""
+        return await self._tags.list_entries(active_only=active_only, session=session)
+
     async def list_document_type_summaries(
         self,
         *,
@@ -380,6 +421,24 @@ class DocumentService(ServiceBase):
             for document_type, document_count in rows
         ]
 
+    async def list_tag_summaries(
+        self,
+        *,
+        session: AsyncSession | None = None,
+    ) -> Sequence[TagSummary]:
+        """List Tags alphabetically with current usage counts."""
+        rows = await self._tags.list_entries_with_counts(session=session)
+        return [
+            RegistrySummary(
+                id=tag.id,
+                label=tag.label,
+                is_active=tag.is_active,
+                is_built_in=tag.semantic_key is not None,
+                reference_count=document_count,
+            )
+            for tag, document_count in rows
+        ]
+
     async def create_document_type(
         self,
         *,
@@ -390,6 +449,16 @@ class DocumentService(ServiceBase):
         """Create a UUID-identified Document Type with a unique label."""
         return await self._document_types.create_entry(label=label, is_active=is_active, session=session)
 
+    async def create_tag(
+        self,
+        *,
+        label: str,
+        is_active: bool = True,
+        session: AsyncSession | None = None,
+    ) -> Tag:
+        """Create a UUID-identified Tag with a unique label."""
+        return await self._tags.create_entry(label=label, is_active=is_active, session=session)
+
     async def read_document_type(
         self,
         document_type_id: UUID,
@@ -399,6 +468,15 @@ class DocumentService(ServiceBase):
         """Read a Document Type by id."""
         return await self._document_types.read_entry(document_type_id, session=session)
 
+    async def read_tag(
+        self,
+        tag_id: UUID,
+        *,
+        session: AsyncSession | None = None,
+    ) -> Tag:
+        """Read a Tag by id."""
+        return await self._tags.read_entry(tag_id, session=session)
+
     async def update_document_type(
         self,
         document_type_id: UUID,
@@ -415,6 +493,22 @@ class DocumentService(ServiceBase):
             session=session,
         )
 
+    async def update_tag(
+        self,
+        tag_id: UUID,
+        *,
+        label: str,
+        is_active: bool,
+        session: AsyncSession | None = None,
+    ) -> Tag:
+        """Update a Tag label and active state."""
+        return await self._tags.update_entry(
+            tag_id,
+            label=label,
+            is_active=is_active,
+            session=session,
+        )
+
     async def delete_document_type(
         self,
         document_type_id: UUID,
@@ -424,6 +518,15 @@ class DocumentService(ServiceBase):
         """Delete an unreferenced Document Type without cascade behavior."""
         await self._document_types.delete_entry(document_type_id, session=session)
 
+    async def delete_tag(
+        self,
+        tag_id: UUID,
+        *,
+        session: AsyncSession | None = None,
+    ) -> None:
+        """Delete an unreferenced Tag without cascade behavior."""
+        await self._tags.delete_entry(tag_id, session=session)
+
     async def is_document_type_referenced(
         self,
         document_type_id: UUID,
@@ -433,6 +536,15 @@ class DocumentService(ServiceBase):
         """Return whether a Document references a Document Type."""
         return await self._document_types.is_referenced(document_type_id, session=session)
 
+    async def is_tag_referenced(
+        self,
+        tag_id: UUID,
+        *,
+        session: AsyncSession | None = None,
+    ) -> bool:
+        """Return whether a Document references a Tag."""
+        return await self._tags.is_referenced(tag_id, session=session)
+
     async def set_document_type(
         self,
         *,
@@ -448,6 +560,58 @@ class DocumentService(ServiceBase):
             await self._finalize(session=_session, caller_session=session, refresh=(document,))
             return document
 
+    async def sync_document_tags_by_labels(
+        self,
+        *,
+        document_id: UUID,
+        labels: Sequence[str],
+        session: AsyncSession | None = None,
+    ) -> None:
+        """Replace a Document's tag set using label-based assignment."""
+        normalized_labels = [self._tags.normalize_label(label) for label in labels]
+        deduplicated_labels = list(dict.fromkeys(normalized_labels))
+        label_keys = [self._tags.label_key(label) for label in deduplicated_labels]
+
+        async with self._session_scope(session) as _session:
+            existing_document = await _session.get(Document, document_id)
+            if existing_document is None:
+                raise DocumentError(
+                    f"Document with id {document_id} not found",
+                    category=ErrorCategory.NOT_FOUND,
+                    suggestion="Refresh and select an existing document.",
+                )
+
+            existing_tags = (
+                (await _session.exec(select(Tag).where(col(Tag.normalized_label).in_(label_keys))))
+                .all()
+                if label_keys
+                else []
+            )
+            tags_by_key = {tag.normalized_label: tag for tag in existing_tags}
+            selected_tag_ids: set[UUID] = set()
+
+            for label in deduplicated_labels:
+                key = self._tags.label_key(label)
+                tag = tags_by_key.get(key)
+                if tag is None:
+                    tag = await self._tags.create_entry(label=label, is_active=True, session=_session)
+                    tags_by_key[key] = tag
+                selected_tag_ids.add(tag.id)
+
+            links = (
+                await _session.exec(select(DocumentTag).where(DocumentTag.document_id == document_id))
+            ).all()
+            existing_ids = {link.tag_id for link in links}
+
+            for link in links:
+                if link.tag_id not in selected_tag_ids:
+                    await _session.delete(link)
+
+            for tag_id in selected_tag_ids - existing_ids:
+                _session.add(DocumentTag(document_id=document_id, tag_id=tag_id))
+
+            await self._finalize(session=_session, caller_session=session)
+
 
 def _print_media_type(filename: str) -> str:
     """Resolve a stored Source filename to its MIME type for print rendering."""

src/transcription/services/people.py

@@ -217,7 +217,8 @@ class PeopleService(ServiceBase):
 
     async def list_people(self, *, session: AsyncSession | None = None) -> Sequence[Person]:
         async with self._session_scope(session) as _session:
-            return (await _session.exec(select(Person))).all()
+            query = select(Person).options(selectinload(Person.document_people))
+            return (await _session.exec(query)).all()
 
     async def list_person_roles(
         self,

src/transcription/services/workflows.py

@@ -44,6 +44,7 @@ async def create_document_with_people(
     *,
     document: Document,
     links: list[DocumentPersonInput],
+    tag_labels: list[str],
     documents: DocumentService,
     people: PeopleService,
 ) -> Document:
@@ -51,6 +52,7 @@ async def create_document_with_people(
     async with transaction_scope(session_factory=documents.session_factory) as session:
         created = await documents.create_document(document, session=session)
         await people.sync_document_people(document_id=created.id, links=links, session=session)
+        await documents.sync_document_tags_by_labels(document_id=created.id, labels=tag_labels, session=session)
         return created
 
 
@@ -58,6 +60,7 @@ async def update_document_with_people(
     *,
     document: Document,
     links: list[DocumentPersonInput],
+    tag_labels: list[str],
     documents: DocumentService,
     people: PeopleService,
 ) -> Document:
@@ -65,6 +68,7 @@ async def update_document_with_people(
     async with transaction_scope(session_factory=documents.session_factory) as session:
         updated = await documents.update_document(document, session=session)
         await people.sync_document_people(document_id=updated.id, links=links, session=session)
+        await documents.sync_document_tags_by_labels(document_id=updated.id, labels=tag_labels, session=session)
         return updated
 
 

src/transcription/ui/__init__.py

@@ -13,6 +13,7 @@ from transcription.ui.pages.people_page import register_page as register_people_
 from transcription.ui.pages.print_preview_page import register_page as register_print_preview_page
 from transcription.ui.pages.settings_page import register_page as register_settings_page
 from transcription.ui.pages.sources_page import register_page as register_sources_page
+from transcription.ui.pages.tags_page import register_page as register_tags_page
 from transcription.ui.resources import read_css
 from transcription.ui.theme import apply_archival_theme
 
@@ -37,6 +38,7 @@ def register_pages(app: FastAPI) -> None:
     _register_global_styles(app)
     register_home_page()
     register_documents_page()
+    register_tags_page()
     register_people_page()
     register_print_preview_page()
     register_sources_page()

src/transcription/ui/components/app_shell.py

@@ -8,6 +8,7 @@ from transcription.ui.resources import read_svg
 
 NAV_ITEMS: tuple[tuple[str, str, str], ...] = (
     ("Documents", "/documents", "description"),
+    ("Tags", "/tags", "sell"),
     ("People", "/people", "group"),
     ("Sources", "/sources", "folder"),
     ("Jobs", "/jobs", "work_history"),
@@ -22,6 +23,8 @@ def _is_active_path(*, current_path: str, item_path: str) -> bool:
         return current_path == "/documents" or current_path.startswith("/documents/")
     if item_path == "/people":
         return current_path == "/people" or current_path.startswith("/people/")
+    if item_path == "/tags":
+        return current_path == "/tags" or current_path.startswith("/tags/")
     if item_path == "/sources":
         return current_path == "/sources" or current_path.startswith("/sources/")
     if item_path == "/settings":

src/transcription/ui/components/table/documents.py

@@ -23,7 +23,7 @@ class DocumentTableRow:
     document_type: str
     authors: str
     document_date: str
-    archive_identifier: str
+    source_count: int
 
 
 def _serialize_rows(rows: Sequence[DocumentTableRow]) -> list[dict[str, Any]]:
@@ -34,7 +34,7 @@ def _serialize_rows(rows: Sequence[DocumentTableRow]) -> list[dict[str, Any]]:
             "document_type": row.document_type or "Unspecified",
             "authors": row.authors or "Not set",
             "document_date": row.document_date,
-            "archive_identifier": row.archive_identifier or "N/A",
+            "source_count": row.source_count,
         }
         for row in rows
     ]
@@ -87,17 +87,17 @@ def render_documents_table(rows: Sequence[DocumentTableRow]) -> None:
                 "style": "width: 14%;",
             },
             {
-                "name": "archive_identifier",
-                "label": "Archive Ref",
-                "field": "archive_identifier",
+                "name": "source_count",
+                "label": "# Sources",
+                "field": "source_count",
                 "sortable": True,
-                "classes": "font-mono text-xs",
+                "classes": "font-mono",
                 "align": "center",
                 "style": "width: 20%;",
             },
         ],
         default_sort_by="name",
-        search_placeholder="Search documents by title, type, or reference...",
+        search_placeholder="Search documents by title, type, or author...",
         on_row_click_id=lambda doc_id: ui.navigate.to(f"/documents/{doc_id}"),
     )
 

src/transcription/ui/components/table/jobs.py

@@ -24,6 +24,7 @@ class JobTableRow:
     id: UUID
     status: str
     document_name: str
+    source_count: int
     retry_count: int
     date_created: str
     date_updated: str
@@ -45,6 +46,7 @@ def _serialize_rows(rows: Sequence[JobTableRow]) -> list[dict[str, Any]]:
             "id": str(row.id),
             "status": row.status.lower(),
             "document_name": row.document_name,
+            "source_count": row.source_count,
             "retry_count": row.retry_count,
             "date_created": _format_timestamp(row.date_created),
             "date_updated": _format_timestamp(row.date_updated),
@@ -71,7 +73,7 @@ def render_jobs_table(rows: Sequence[JobTableRow]) -> None:
                 "field": "id",
                 "sortable": True,
                 "classes": "font-mono text-xs",
-                "style": "width: 30%;",
+                "style": "width: 26%;",
             },
             {
                 "name": "status",
@@ -79,7 +81,7 @@ def render_jobs_table(rows: Sequence[JobTableRow]) -> None:
                 "field": "status",
                 "sortable": True,
                 "classes": "font-mono",
-                "style": "width: 15%;",
+                "style": "width: 13%;",
             },
             {
                 "name": "document_name",
@@ -88,7 +90,14 @@ def render_jobs_table(rows: Sequence[JobTableRow]) -> None:
                 "sortable": True,
                 "classes": "font-serif text-left ui-table-cell-wrap",
                 "align": "left",
-                "style": "width: 35%;",
+                "style": "width: 31%;",
+            },
+            {
+                "name": "source_count",
+                "label": "# Sources",
+                "field": "source_count",
+                "sortable": True,
+                "style": "width: 8%;",
             },
             {
                 "name": "retry_count",
@@ -102,7 +111,7 @@ def render_jobs_table(rows: Sequence[JobTableRow]) -> None:
                 "label": "Updated",
                 "field": "updated_sort",
                 "sortable": True,
-                "style": "width: 12%;",
+                "style": "width: 14%;",
             },
         ],
         default_sort_by="updated_sort",

src/transcription/ui/components/table/people.py

@@ -20,10 +20,10 @@ class PersonTableRow:
 
     id: UUID
     full_name: str
-    display_name: str
-    maiden_name: str
+    family_search_id: str
     birth_date: str
     death_date: str
+    document_count: int
 
 
 def _serialize_rows(rows: Sequence[PersonTableRow]) -> list[dict[str, Any]]:
@@ -31,10 +31,10 @@ def _serialize_rows(rows: Sequence[PersonTableRow]) -> list[dict[str, Any]]:
         {
             "id": str(row.id),
             "full_name": row.full_name,
-            "display_name": row.display_name or "Not set",
-            "maiden_name": row.maiden_name or "N/A",
+            "family_search_id": row.family_search_id or "Not set",
             "birth_date": row.birth_date or "Unknown",
             "death_date": row.death_date or "Unknown",
+            "document_count": row.document_count,
         }
         for row in rows
     ]
@@ -57,22 +57,7 @@ def render_people_table(rows: Sequence[PersonTableRow]) -> None:
                 "sortable": True,
                 "classes": "font-serif font-semibold text-left ui-table-cell-wrap",
             },
-            {
-                "name": "display_name",
-                "label": "Display Name",
-                "field": "display_name",
-                "sortable": True,
-                "classes": "ui-table-cell-wrap",
-                "align": "center",
-            },
-            {
-                "name": "maiden_name",
-                "label": "Maiden Name",
-                "field": "maiden_name",
-                "sortable": True,
-                "classes": "ui-table-cell-wrap",
-                "align": "center",
-            },
+            {"name": "family_search_id", "label": "FamilySearch ID", "field": "family_search_id", "sortable": True},
             {
                 "name": "birth_date",
                 "label": "Birth Date",
@@ -89,9 +74,17 @@ def render_people_table(rows: Sequence[PersonTableRow]) -> None:
                 "classes": "font-mono text-xs",
                 "align": "center",
             },
+            {
+                "name": "document_count",
+                "label": "# Documents",
+                "field": "document_count",
+                "sortable": True,
+                "align": "center",
+                "classes": "font-mono",
+            },
         ],
         default_sort_by="full_name",
-        search_placeholder="Search people by name, birth date, or death date...",
+        search_placeholder="Search people by name, FamilySearch ID, or dates...",
         on_row_click_id=lambda person_id: ui.navigate.to(f"/people/{person_id}"),
     )
 

src/transcription/ui/pages/documents_page.py

@@ -10,6 +10,7 @@ from fastapi import Request
 from fastapi.responses import RedirectResponse
 from nicegui import ui
 
+from transcription.config import Settings
 from transcription.db.models import Document
 from transcription.db.registries import AUTHOR_ROLE_SEMANTIC_KEY
 from transcription.errors import ErrorCategory
@@ -35,12 +36,14 @@ from transcription.ui.components.guards import parsed_record_id
 from transcription.ui.components.guards import render_record_not_found
 from transcription.ui.components.linked_people import LinkedPeopleEditor
 from transcription.ui.components.linked_people import StagedLinkedPerson
+from transcription.ui.components.media_urls import resolve_media_url
 from transcription.ui.components.primitives import destructive_button
 from transcription.ui.components.primitives import render_empty_state
 from transcription.ui.components.primitives import section_header_row
 from transcription.ui.components.table.documents import DocumentTableRow
 from transcription.ui.components.table.documents import render_documents_table
 from transcription.ui.components.viewers import dark_room_viewer
+from transcription.ui.runtime import resolve_runtime_settings
 from transcription.ui.theme import page_header
 
 from ...db.session import SessionFactoryDep
@@ -58,6 +61,7 @@ class DocumentFormFields:
     location: ui.input
     archive: ui.input
     notes: ui.textarea
+    tags: ui.select
 
 
 def register_page() -> None:  # noqa: PLR0915
@@ -75,6 +79,7 @@ def register_page() -> None:  # noqa: PLR0915
             people = sorted(await people_service.list_people(), key=lambda item: item.full_name.casefold())
             role_catalog = list(await people_service.list_person_roles(active_only=False))
             type_catalog = await document_service.list_document_types()
+            tag_catalog = await document_service.list_tags(active_only=True)
             requested_person_id = parse_uuid(request.query_params.get("person_id"))
             staged_links: list[StagedLinkedPerson] = []
             if requested_person_id is not None and any(person.id == requested_person_id for person in people):
@@ -101,6 +106,7 @@ def register_page() -> None:  # noqa: PLR0915
             )
             form = _render_document_form_fields(
                 type_options={str(doc_type.id): doc_type.label for doc_type in type_catalog},
+                tag_options=[tag.label for tag in tag_catalog],
                 linked_people=linked_people,
             )
 
@@ -137,6 +143,7 @@ def register_page() -> None:  # noqa: PLR0915
                     action=lambda: create_document_with_people(
                         document=candidate,
                         links=linked_people.values(),
+                        tag_labels=_resolve_selected_tag_labels(form.tags.value),
                         documents=document_service,
                         people=people_service,
                     ),
@@ -189,16 +196,17 @@ def register_page() -> None:  # noqa: PLR0915
                     document_type=(doc.document_type_ref.label if doc.document_type_ref is not None else ""),
                     authors=", ".join(_author_names(doc)),
                     document_date=compact_date(doc.document_date, doc.document_date_raw),
-                    archive_identifier=doc.archive_identifier or "",
+                    source_count=len(doc.sources),
                 )
                 for doc in documents
             ]
             render_documents_table(rows)
 
     @ui.page("/documents/{document_id}")
-    async def document_detail_page(document_id: str, session_factory: SessionFactoryDep) -> None:
+    async def document_detail_page(request: Request, document_id: str, session_factory: SessionFactoryDep) -> None:
         document_service = DocumentService(session_factory=session_factory)
         render_navigation_header(current_path="/documents")
+        settings = resolve_runtime_settings(request)
 
         parsed_doc_id = parsed_record_id(document_id, noun="Document")
         if parsed_doc_id is None:
@@ -237,7 +245,7 @@ def register_page() -> None:  # noqa: PLR0915
                     )
 
             with ui.grid().classes("w-full grid-cols-12 gap-4"):
-                _render_bento_viewer_zone(document)
+                _render_bento_viewer_zone(document, base_url=str(request.base_url), settings=settings)
                 _render_bento_metadata_zone(document)
                 _render_bento_relations_zone(document)
 
@@ -276,6 +284,7 @@ def register_page() -> None:  # noqa: PLR0915
             people = sorted(await people_service.list_people(), key=lambda item: item.full_name.casefold())
             role_catalog = list(await people_service.list_person_roles(active_only=False))
             type_catalog = await document_service.list_document_types(active_only=False)
+            tag_catalog = await document_service.list_tags(active_only=False)
             linked_people = LinkedPeopleEditor(
                 people=people,
                 roles=role_catalog,
@@ -284,6 +293,7 @@ def register_page() -> None:  # noqa: PLR0915
             form = _render_document_form_fields(
                 document=document,
                 type_options={str(doc_type.id): doc_type.label for doc_type in type_catalog},
+                tag_options=[tag.label for tag in tag_catalog],
                 linked_people=linked_people,
             )
 
@@ -321,6 +331,7 @@ def register_page() -> None:  # noqa: PLR0915
                     action=lambda: update_document_with_people(
                         document=candidate,
                         links=linked_people.values(),
+                        tag_labels=_resolve_selected_tag_labels(form.tags.value),
                         documents=document_service,
                         people=people_service,
                     ),
@@ -410,6 +421,7 @@ def _render_document_form_fields(
     *,
     document: Document | None = None,
     type_options: dict[str, str],
+    tag_options: list[str],
     linked_people: LinkedPeopleEditor,
 ) -> DocumentFormFields:
     with archival_card(extra_classes="gap-3"):
@@ -471,6 +483,26 @@ def _render_document_form_fields(
             .props("outlined autogrow")
             .classes("w-full ui-form-surface")
         )
+        selected_tags = (
+            sorted(
+                [
+                    link.tag_ref.label
+                    for link in (document.document_tags if document is not None else [])
+                    if link.tag_ref is not None
+                ],
+                key=str.casefold,
+            )
+            if document is not None
+            else []
+        )
+        tags_input = ui.select(
+            sorted(tag_options, key=str.casefold),
+            label="Tags",
+            value=selected_tags,
+            multiple=True,
+            with_input=True,
+            new_value_mode="add-unique",
+        ).props("outlined use-chips").classes("w-full ui-form-surface")
 
         linked_people.render()
 
@@ -483,13 +515,15 @@ def _render_document_form_fields(
         location=location_input,
         archive=archive_input,
         notes=notes_input,
+        tags=tags_input,
     )
 
 
-def _render_bento_viewer_zone(document: Document) -> None:
+def _render_bento_viewer_zone(document: Document, *, base_url: str, settings: Settings) -> None:
     with ui.column().classes("col-span-12 lg:col-span-4"):
         source_path = document.sources[0].file_path if document.sources else None
-        dark_room_viewer(source_path, count_label=f"{len(document.sources)} Source(s) Linked")
+        source_url = resolve_media_url(source_path, upload_dir=settings.upload_dir, base_url=base_url)
+        dark_room_viewer(source_url, count_label=f"{len(document.sources)} Source(s) Linked")
 
 
 def _render_bento_metadata_zone(document: Document) -> None:
@@ -502,6 +536,11 @@ def _render_bento_metadata_zone(document: Document) -> None:
                 "Document Type:",
                 document.document_type_ref.label if document.document_type_ref is not None else "Not set",
             )
+            tags = sorted(
+                [link.tag_ref.label for link in document.document_tags if link.tag_ref is not None],
+                key=str.casefold,
+            )
+            metadata_row("Tags:", ", ".join(tags) if tags else "Not set")
             metadata_row("Document Date:", compact_date(document.document_date, document.document_date_raw))
             metadata_row("Location Created:", document.location_created or "Not set")
             metadata_row("Archive Identifier:", document.archive_identifier or "Not set")
@@ -587,3 +626,26 @@ def _author_names(document: Document) -> list[str]:
         ),
         key=str.casefold,
     )
+
+
+def _resolve_selected_tag_labels(value: object) -> list[str]:
+    def flatten(item: object) -> list[str]:
+        if item is None:
+            return []
+        if isinstance(item, str):
+            return [item]
+        if isinstance(item, dict):
+            if "value" in item:
+                return flatten(item.get("value"))
+            if "label" in item:
+                return flatten(item.get("label"))
+            return []
+        if isinstance(item, (list, tuple, set)):
+            values: list[str] = []
+            for child in item:
+                values.extend(flatten(child))
+            return values
+        return [str(item)]
+
+    labels = [candidate.strip() for candidate in flatten(value) if candidate and candidate.strip()]
+    return list(dict.fromkeys(labels))

src/transcription/ui/pages/jobs_page.py

@@ -79,6 +79,7 @@ def register_page() -> None:  # noqa: PLR0915
                         id=job.id,
                         status=job.status.value,
                         document_name=job.document.name if job.document is not None else "Unknown document",
+                        source_count=len(job.job_sources),
                         retry_count=job.retry_count,
                         date_created=job.date_created.isoformat(),
                         date_updated=job.date_updated.isoformat(),
@@ -146,20 +147,30 @@ def register_page() -> None:  # noqa: PLR0915
                         document_select.value = requested_document_id
 
                 with ui.row().classes("w-full gap-3 grid grid-cols-1 md:grid-cols-2"):
+                    provider_options = [settings.provider.value]
+                    model_options = list(settings.provider_models) or ([settings.provider_model] if settings.provider_model else [])
                     if locked_source is not None:
                         provider_input = (
-                            ui.input(label="Provider", value=settings.provider.value)
-                            .props("outlined readonly")
+                            ui.select(provider_options, label="Provider", value=settings.provider.value)
+                            .props("outlined disable")
                             .classes("ui-form-surface")
                         )
                         model_input = (
-                            ui.select(list(settings.provider_models), label="Model", value=settings.provider_model)
+                            ui.select(model_options, label="Model", value=settings.provider_model)
                             .props("outlined")
                             .classes("ui-form-surface")
                         )
                     else:
-                        provider_input = ui.input(label="Provider").props("outlined").classes("ui-form-surface")
-                        model_input = ui.input(label="Model").props("outlined").classes("ui-form-surface")
+                        provider_input = (
+                            ui.select(provider_options, label="Provider", value=settings.provider.value)
+                            .props("outlined")
+                            .classes("ui-form-surface")
+                        )
+                        model_input = (
+                            ui.select(model_options, label="Model", value=settings.provider_model)
+                            .props("outlined use-input")
+                            .classes("ui-form-surface")
+                        )
 
             if locked_source is None:
                 _render_upload_section(uploaded_files)

src/transcription/ui/pages/people_page.py

@@ -98,10 +98,10 @@ def register_page() -> None:  # noqa: PLR0915
                 PersonTableRow(
                     id=person.id,
                     full_name=person.full_name,
-                    display_name=person.display_name or "",
-                    maiden_name=person.maiden_name or "",
+                    family_search_id=person.family_search_id or "",
                     birth_date=compact_date(person.birth_date, person.birth_date_raw),
                     death_date=compact_date(person.death_date, person.death_date_raw),
+                    document_count=len(person.document_people),
                 )
                 for person in people
             ]

src/transcription/ui/pages/settings_page.py

@@ -271,6 +271,120 @@ def register_page(*, settings: Settings) -> None:  # noqa: PLR0915
                         ui.button("Edit", icon="edit", on_click=lambda: open_role_editor(creating=False)).props("flat")
                         destructive_button("Delete", icon="delete", on_click=delete_selected_role)
 
+            @ui.refreshable
+            async def render_tags() -> None:  # noqa: PLR0915
+                with archival_card("Tags"):
+                    ui.label("Tags are listed alphabetically. Select one row to edit or delete it.").classes(
+                        "text-xs ui-text-muted mb-3"
+                    )
+                    tags_outcome = await run_ui_action(
+                        operation="settings.tags.list",
+                        title="Tags unavailable",
+                        action=documents.list_tag_summaries,
+                    )
+                    if not tags_outcome.ok:
+                        return
+                    tags = tags_outcome.value or ()
+                    if not tags:
+                        render_empty_state("No Tags are configured.", extra_classes="mt-3")
+                    rows = [
+                        {
+                            "id": str(item.id),
+                            "label": item.label,
+                            "reference_count": item.reference_count,
+                            "is_active": item.is_active,
+                            "is_built_in": item.is_built_in,
+                        }
+                        for item in tags
+                    ]
+                    table = render_registry_table(
+                        rows,
+                        count_field="reference_count",
+                        count_label="Documents",
+                    )
+
+                    async def save_tag(
+                        *,
+                        item_id: UUID | None,
+                        label: str,
+                        is_active: bool,
+                    ) -> bool:
+                        async def _save_tag() -> None:
+                            if item_id is None:
+                                await documents.create_tag(label=label, is_active=is_active)
+                                return
+                            await documents.update_tag(
+                                item_id,
+                                label=label,
+                                is_active=is_active,
+                            )
+
+                        save_outcome = await run_ui_action(
+                            operation="settings.tags.save",
+                            title="Tag save failed",
+                            action=_save_tag,
+                        )
+                        if not save_outcome.ok:
+                            return False
+                        ui.notify("Tag saved", type="positive")
+                        render_tags.refresh()
+                        return True
+
+                    def open_tag_editor(*, creating: bool) -> None:
+                        selected = _selected_table_row(table)
+                        if not creating and selected is None:
+                            ui.notify("Select one Tag to edit.", type="warning")
+                            return
+                        if creating:
+                            item_id = None
+                            current_label = ""
+                            current_active = True
+                        else:
+                            assert selected is not None
+                            item_id = UUID(str(selected["id"]))
+                            current_label = str(selected["label"])
+                            current_active = bool(selected["is_active"])
+                        with ui.dialog() as dialog, ui.card().classes("w-full max-w-lg ui-card-surface"):
+                            ui.label("Add Tag" if creating else "Edit Tag").classes("text-lg font-semibold")
+                            label_input = ui.input("Label", value=current_label).props("outlined").classes("w-full")
+                            active_input = ui.checkbox("Active", value=current_active)
+
+                            async def submit() -> None:
+                                saved = await save_tag(
+                                    item_id=item_id,
+                                    label=str(label_input.value or ""),
+                                    is_active=bool(active_input.value),
+                                )
+                                if saved:
+                                    dialog.close()
+
+                            with ui.row().classes("w-full justify-end gap-2"):
+                                ui.button("Cancel", on_click=dialog.close).props("flat")
+                                ui.button("Save", icon="save", on_click=submit).classes("ui-btn-primary")
+                        dialog.open()
+
+                    async def delete_selected_tag() -> None:
+                        selected = _selected_table_row(table)
+                        if selected is None:
+                            ui.notify("Select one Tag to delete.", type="warning")
+                            return
+                        delete_outcome = await run_ui_action(
+                            operation="settings.tags.delete",
+                            title="Tag deletion failed",
+                            action=lambda: documents.delete_tag(UUID(str(selected["id"]))),
+                        )
+                        if not delete_outcome.ok:
+                            return
+                        ui.notify("Tag deleted", type="positive")
+                        render_tags.refresh()
+
+                    with ui.row().classes("w-full items-center gap-2 mt-3"):
+                        ui.button("Add", icon="add", on_click=lambda: open_tag_editor(creating=True)).classes(
+                            "ui-btn-primary"
+                        )
+                        ui.button("Edit", icon="edit", on_click=lambda: open_tag_editor(creating=False)).props("flat")
+                        destructive_button("Delete", icon="delete", on_click=delete_selected_tag)
+
             @ui.refreshable
             async def render_prompts() -> None:
                 with archival_card("Prompts"):
@@ -381,6 +495,7 @@ def register_page(*, settings: Settings) -> None:  # noqa: PLR0915
             with ui.tabs().classes("w-full") as tabs:
                 document_types_tab = ui.tab("Document Types")
                 person_roles_tab = ui.tab("Person Roles")
+                tags_tab = ui.tab("Tags")
                 prompts_tab = ui.tab("Prompts")
                 home_page_text_tab = ui.tab("Home Page Text")
 
@@ -389,6 +504,8 @@ def register_page(*, settings: Settings) -> None:  # noqa: PLR0915
                     await render_document_types()
                 with ui.tab_panel(person_roles_tab):
                     await render_person_roles()
+                with ui.tab_panel(tags_tab):
+                    await render_tags()
                 with ui.tab_panel(prompts_tab):
                     await render_prompts()
                 with ui.tab_panel(home_page_text_tab):

src/transcription/ui/pages/sources_page.py

@@ -176,24 +176,26 @@ def register_page() -> None:  # noqa: PLR0915
                         extra_classes="text-xs",
                     )
             with ui.grid().classes("w-full grid-cols-12 gap-4"):
-                with ui.column().classes("col-span-12 lg:col-span-4 gap-2"):
-                    _render_source_navigation(navigation.previous_id, navigation.next_id)
-                    _render_source_viewer_zone(
-                        source,
-                        settings=resolve_runtime_settings(request),
-                        request=request,
+                with ui.column().classes("col-span-12 lg:col-span-8 gap-4"):
+                    with ui.grid().classes("w-full grid-cols-1 lg:grid-cols-2 gap-4"):
+                        with ui.column().classes("gap-2"):
+                            _render_source_navigation(navigation.previous_id, navigation.next_id)
+                            _render_source_viewer_zone(
+                                source,
+                                settings=resolve_runtime_settings(request),
+                                request=request,
+                            )
+                        _render_source_transcription_column(
+                            source=source,
+                            original_transcription=original_transcription,
+                            latest_job_source=latest_job_source,
+                            sources_service=sources_service,
+                        )
+                    _render_machine_candidates(
+                        source=source,
+                        attempts=attempts,
+                        evidence_service=evidence_service,
                     )
-                _render_source_transcription_column(
-                    source=source,
-                    original_transcription=original_transcription,
-                    latest_job_source=latest_job_source,
-                    sources_service=sources_service,
-                )
-                _render_machine_candidates(
-                    source=source,
-                    attempts=attempts,
-                    evidence_service=evidence_service,
-                )
                 _render_source_metadata_column(
                     source=source,
                     latest_job_source=latest_job_source,
@@ -301,7 +303,7 @@ def _render_source_transcription_column(
     latest_job_source: JobSource | None,
     sources_service: SourceService,
 ) -> None:
-    with ui.column().classes("col-span-12 lg:col-span-4 gap-4"):
+    with ui.column().classes("gap-4"):
         _render_source_transcription_zone(
             source=source,
             original_transcription=original_transcription,
@@ -474,12 +476,6 @@ def _render_source_transcription_zone(
     latest_job_source: JobSource | None,
     sources_service: SourceService,
 ) -> None:
-    with archival_card(title="Transcription Text"):
-        if original_transcription:
-            ui.label(original_transcription).classes("p-2 ui-note-box text-xs whitespace-pre-wrap")
-        else:
-            render_empty_state("No transcription text available yet.", italic=True)
-
     with archival_card(title="Editable Revision"):
         seed_revision = source.revised_text if source.revised_text is not None else (original_transcription or "")
         revision_input = (
@@ -565,7 +561,7 @@ def _render_machine_candidates(
         None,
     )
 
-    with ui.column().classes("col-span-12 lg:col-span-8 gap-2"):  # noqa: PLR1702, SIM117
+    with ui.column().classes("w-full gap-2"):  # noqa: PLR1702, SIM117
         with archival_card(title="Candidate Machine Transcriptions"):
             if preferred_attempt is not None:
                 _render_attempt_warnings(preferred_attempt, label="Preferred machine transcription warnings")

src/transcription/ui/pages/tags_page.py

@@ -0,0 +1,92 @@
+"""Tags browse and filter page registration."""
+
+from __future__ import annotations
+
+from nicegui import ui
+
+from transcription.services.documents import DocumentService
+from transcription.ui.components.app_shell import render_navigation_header
+from transcription.ui.components.cards import archival_card
+from transcription.ui.components.error_presenter import run_ui_action
+from transcription.ui.components.primitives import render_empty_state
+from transcription.ui.components.primitives import section_header_row
+from transcription.ui.theme import page_header
+
+from ...db.session import SessionFactoryDep
+
+
+def register_page() -> None:
+    """Register the tags browse/filter route."""
+
+    @ui.page("/tags")
+    async def tags_page(session_factory: SessionFactoryDep) -> None:
+        document_service = DocumentService(session_factory=session_factory)
+        render_navigation_header(current_path="/tags")
+
+        tags_outcome = await run_ui_action(
+            operation="tags.list",
+            title="Tags unavailable",
+            action=document_service.list_tag_summaries,
+        )
+        if not tags_outcome.ok:
+            return
+        tag_summaries = tags_outcome.value or ()
+        tag_labels = [item.label for item in tag_summaries]
+
+        documents_outcome = await run_ui_action(
+            operation="documents.list",
+            title="Documents unavailable",
+            action=document_service.list_documents,
+        )
+        if not documents_outcome.ok:
+            return
+        documents = documents_outcome.value or ()
+
+        with ui.column().classes("w-full max-w-7xl mx-auto p-4 gap-4"):
+            with section_header_row():
+                page_header("Tags", subtitle="Browse documents by tag.")
+
+            if not tag_summaries:
+                with archival_card(extra_classes="p-8 text-center"):
+                    render_empty_state("No tags are configured yet.")
+                return
+
+            selected_tag = (
+                ui.select(tag_labels, label="Filter by tag")
+                .props("outlined clearable use-input")
+                .classes("w-full md:w-96 ui-form-surface")
+            )
+
+            @ui.refreshable
+            def render_groups() -> None:
+                selected = str(selected_tag.value or "").strip()
+                with ui.column().classes("w-full gap-3"):
+                    rendered_any = False
+                    for summary in tag_summaries:
+                        if selected and summary.label != selected:
+                            continue
+                        tagged_documents = [
+                            document
+                            for document in documents
+                            if any(
+                                link.tag_ref is not None and link.tag_ref.id == summary.id
+                                for link in document.document_tags
+                            )
+                        ]
+                        if not tagged_documents:
+                            continue
+                        rendered_any = True
+                        with archival_card(title=f"{summary.label} ({len(tagged_documents)})"):
+                            for document in sorted(tagged_documents, key=lambda item: item.name.casefold()):
+                                ui.button(
+                                    document.name,
+                                    on_click=lambda _=None, doc_id=document.id: ui.navigate.to(f"/documents/{doc_id}"),
+                                    icon="description",
+                                ).props("flat dense no-caps").classes("self-start ui-link-primary text-xs")
+
+                    if not rendered_any:
+                        with archival_card(extra_classes="p-6"):
+                            render_empty_state("No documents match this tag filter.", italic=True)
+
+            selected_tag.on_value_change(lambda _event: render_groups.refresh())
+            render_groups()

tests/services/test_document_service.py

@@ -5,13 +5,16 @@ from datetime import datetime
 from uuid import uuid4
 
 import pytest
+from sqlmodel import select
 
 from transcription.config import Settings
 from transcription.db.models import Document
 from transcription.db.models import DocumentPerson
+from transcription.db.models import DocumentTag
 from transcription.db.models import Job
 from transcription.db.models import Person
 from transcription.db.models import Source
+from transcription.db.models import Tag
 from transcription.services.documents import DocumentDeleteBlockedError
 from transcription.services.documents import DocumentError
 from transcription.services.documents import DocumentService
@@ -311,3 +314,26 @@ async def test_update_document_person_changes_role_id(default_session_factory):
     )
 
     assert updated.role_id == recipient_role.id
+
+
+@pytest.mark.asyncio
+async def test_sync_document_tags_by_labels_creates_and_replaces_tags(default_session_factory):
+    documents = DocumentService(session_factory=default_session_factory)
+    document = await documents.create_document(Document(id=uuid4(), name="tagged-doc"))
+
+    await documents.sync_document_tags_by_labels(document_id=document.id, labels=["Family", "Census"])
+    await documents.sync_document_tags_by_labels(document_id=document.id, labels=["Census", "Research"])
+
+    async with documents._session_scope() as session:
+        links = (await session.exec(select(DocumentTag).where(DocumentTag.document_id == document.id))).all()
+        tags = (await session.exec(select(Tag))).all()
+
+    assert len(links) == 2
+    linked_ids = {link.tag_id for link in links}
+    linked_labels = {tag.label for tag in tags if tag.id in linked_ids}
+    assert linked_labels == {"Census", "Research"}
+
+    listed = await documents.list_documents()
+    assert len(listed) == 1
+    listed_labels = {link.tag_ref.label for link in listed[0].document_tags if link.tag_ref is not None}
+    assert listed_labels == {"Census", "Research"}

tests/services/test_v44_workflows.py

@@ -31,6 +31,7 @@ async def test_create_document_with_people_rolls_back_on_invalid_person(default_
         await create_document_with_people(
             document=Document(name="Must roll back"),
             links=[DocumentPersonInput(person_id=uuid4(), role_id=role.id)],
+            tag_labels=[],
             documents=documents,
             people=people,
         )
@@ -48,6 +49,7 @@ async def test_update_document_with_people_rolls_back_document_and_links(default
     document = await create_document_with_people(
         document=Document(name="Original name"),
         links=[DocumentPersonInput(person_id=person.id, role_id=role.id)],
+        tag_labels=[],
         documents=documents,
         people=people,
     )
@@ -63,6 +65,7 @@ async def test_update_document_with_people_rolls_back_document_and_links(default
         await update_document_with_people(
             document=candidate,
             links=[DocumentPersonInput(person_id=person.id, role_id=inactive.id)],
+            tag_labels=[],
             documents=documents,
             people=people,
         )

tests/test_db.py

@@ -41,9 +41,11 @@ async def test_create_all_creates_expected_tables(tmp_path):
 
         assert "document" in table_names
         assert "document_type" in table_names
+        assert "tag" in table_names
         assert "person" in table_names
         assert "person_role" in table_names
         assert "document_person" in table_names
+        assert "document_tag" in table_names
         assert "job" in table_names
         assert "source" in table_names
         assert "job_source" in table_names
@@ -130,15 +132,19 @@ async def test_create_all_declares_hot_path_indexes(tmp_path):
                 database = inspect(sync_connection)
                 indexes = {
                     table: [index["column_names"] for index in database.get_indexes(table)]
-                    for table in ("job", "source", "job_source", "document", "document_person")
+                    for table in ("job", "source", "job_source", "document", "document_person", "document_tag")
                 }
                 job_source_unique = [
                     constraint["column_names"]
                     for constraint in database.get_unique_constraints("job_source")
                 ]
-                return indexes, job_source_unique
+                document_tag_unique = [
+                    constraint["column_names"]
+                    for constraint in database.get_unique_constraints("document_tag")
+                ]
+                return indexes, job_source_unique, document_tag_unique
 
-            indexes, job_source_unique = await connection.run_sync(collect)
+            indexes, job_source_unique, document_tag_unique = await connection.run_sync(collect)
 
         assert ["status", "date_created"] in indexes["job"]
         assert ["document_id"] in indexes["job"]
@@ -150,6 +156,9 @@ async def test_create_all_declares_hot_path_indexes(tmp_path):
         assert ["document_type_id"] in indexes["document"]
         for column in ("document_id", "person_id", "role_id"):
             assert [column] in indexes["document_person"]
+        assert ["document_id"] in indexes["document_tag"]
+        assert ["tag_id"] in indexes["document_tag"]
+        assert ["document_id", "tag_id"] in document_tag_unique
     finally:
         await dispose_database_runtime()
 

tests/test_storage_reconciliation.py

@@ -0,0 +1,116 @@
+"""Integrity checks for document/source filesystem-to-database reconciliation."""
+
+from __future__ import annotations
+
+from pathlib import Path
+from uuid import UUID
+from uuid import uuid4
+
+import pytest
+from sqlmodel import func
+from sqlmodel import select
+
+from transcription.config import Settings
+from transcription.db import session_scope
+from transcription.db.models import Document
+from transcription.db.models import Source
+
+
+def _document_folder_ids(root: Path) -> set[str]:
+    documents_root = root / "documents"
+    if not documents_root.exists():
+        return set()
+    return {entry.name for entry in documents_root.iterdir() if entry.is_dir()}
+
+
+async def _document_ids(settings: Settings) -> set[str]:
+    async with session_scope(settings=settings) as session:
+        rows = await session.exec(select(Document.id))
+        return {str(item) for item in rows.all()}
+
+
+async def _source_counts_by_document(settings: Settings) -> dict[str, int]:
+    async with session_scope(settings=settings) as session:
+        rows = await session.exec(
+            select(Source.document_id, func.count(Source.id)).group_by(Source.document_id)
+        )
+        return {str(document_id): int(count) for document_id, count in rows}
+
+
+def _source_file_count_for_document(root: Path, document_id: str) -> int:
+    directory = root / "documents" / document_id
+    if not directory.exists():
+        return 0
+    return sum(1 for entry in directory.iterdir() if entry.is_file())
+
+
+async def assert_storage_reconciliation(*, upload_dir: Path, settings: Settings) -> None:
+    folder_ids = _document_folder_ids(upload_dir)
+    doc_ids = await _document_ids(settings)
+
+    missing_in_table = sorted(folder_ids - doc_ids)
+    missing_in_folders = sorted(doc_ids - folder_ids)
+    if missing_in_table:
+        folder = missing_in_table[0]
+        raise AssertionError(
+            "Document directory count and document.doc_id count do not agree. "
+            f"./data/documents/{folder} does not appear in document table"
+        )
+    if missing_in_folders:
+        doc_id = missing_in_folders[0]
+        raise AssertionError(
+            "Document directory count and document.doc_id count do not agree. "
+            f"document.doc_id {doc_id} has no corresponding folder in ./data/documents"
+        )
+
+    source_counts = await _source_counts_by_document(settings)
+    for document_id in sorted(doc_ids):
+        db_count = source_counts.get(document_id, 0)
+        file_count = _source_file_count_for_document(upload_dir, document_id)
+        if file_count > db_count:
+            raise AssertionError(
+                "Source file count and source.source_id count do not agree. "
+                f"[UPLOAD_DIR]/documents/{document_id}/ contains file(s) with no source row"
+            )
+        if db_count > file_count:
+            raise AssertionError(
+                "Source file count and source.source_id count do not agree. "
+                f"source.source_id rows exist without files in [UPLOAD_DIR]/documents/{document_id}"
+            )
+
+
+@pytest.mark.asyncio
+async def test_storage_reconciliation_passes_for_matching_counts(tmp_path, default_settings: Settings):
+    upload_dir = tmp_path / "uploads"
+    document_id = str(uuid4())
+    document_uuid = UUID(document_id)
+    file_name = f"{uuid4()}.png"
+    (upload_dir / "documents" / document_id).mkdir(parents=True, exist_ok=True)
+    (upload_dir / "documents" / document_id / file_name).write_bytes(b"ok")
+
+    async with session_scope(settings=default_settings) as session:
+        session.add(Document(id=document_uuid, name="Doc"))
+        session.add(
+            Source(
+                document_id=document_uuid,
+                page_number=1,
+                upload_name=file_name,
+                filename=file_name,
+                file_path=f"documents/{document_id}/{file_name}",
+                file_hash="a" * 64,
+                file_size_bytes=2,
+            )
+        )
+        await session.commit()
+
+    await assert_storage_reconciliation(upload_dir=upload_dir, settings=default_settings)
+
+
+@pytest.mark.asyncio
+async def test_storage_reconciliation_reports_actionable_mismatch_message(tmp_path, default_settings: Settings):
+    upload_dir = tmp_path / "uploads"
+    orphan_dir = upload_dir / "documents" / str(uuid4())
+    orphan_dir.mkdir(parents=True, exist_ok=True)
+
+    with pytest.raises(AssertionError, match="document\\.doc_id count do not agree"):
+        await assert_storage_reconciliation(upload_dir=upload_dir, settings=default_settings)

tests/ui/conftest.py

@@ -23,6 +23,7 @@ from transcription.db import session as db_session_module
 from transcription.db import session_scope
 from transcription.db.models import Document
 from transcription.db.models import DocumentPerson
+from transcription.db.models import DocumentTag
 from transcription.db.models import ExecutionAttempt
 from transcription.db.models import Job
 from transcription.db.models import JobSource
@@ -30,6 +31,7 @@ from transcription.db.models import JobSourceStatus
 from transcription.db.models import JobStatus
 from transcription.db.models import Person
 from transcription.db.models import Source
+from transcription.db.models import Tag
 
 
 @pytest.fixture(scope="session")
@@ -73,11 +75,13 @@ async def clear_ui_database(
     )
     async with session_scope(session_factory=app.state.runtime.session_factory) as session:
         await session.exec(delete(JobSource))
+        await session.exec(delete(DocumentTag))
         await session.exec(delete(DocumentPerson))
         await session.exec(delete(Source))
         await session.exec(delete(Job))
         await session.exec(delete(Document))
         await session.exec(delete(Person))
+        await session.exec(delete(Tag))
         await session.commit()
 
 

tests/ui/test_documents_page.py

@@ -14,6 +14,7 @@ from transcription.db.models import Job
 from transcription.db.models import Person
 from transcription.db.models import PersonRole
 from transcription.db.models import Source
+from transcription.ui.pages.documents_page import _resolve_selected_tag_labels
 
 # --- Helper Fixtures ---
 
@@ -81,9 +82,10 @@ class TestDocumentsPageRendering:
         assert response.status_code == 200
         assert "1924 Postcard" in response.text
         assert "Postcard" in response.text
-        assert "PC-001" in response.text
         assert "Document Date" in response.text
         assert "Author" in response.text
+        assert "# Sources" in response.text
+        assert "Archive Ref" not in response.text
 
     def test_document_create_page_renders_form(self, app_client):
         _, client = app_client
@@ -95,6 +97,7 @@ class TestDocumentsPageRendering:
         assert "Document name" in response.text
         assert "Linked People" in response.text
         assert "Document type" in response.text
+        assert "Tags" in response.text
 
     @pytest.mark.asyncio
     async def test_document_create_page_preselects_person_with_disambiguating_label(self, app_client):
@@ -209,3 +212,10 @@ class TestDocumentsPageRendering:
         assert "Delete Document" in response.text
         assert "Delete document permanently" in response.text
         assert "Delete is blocked" not in response.text
+
+
+def test_resolve_selected_tag_labels_handles_multiple_payload_shapes():
+    assert _resolve_selected_tag_labels("Family") == ["Family"]
+    assert _resolve_selected_tag_labels(["Family", "Research"]) == ["Family", "Research"]
+    assert _resolve_selected_tag_labels([{"label": "Family"}, {"value": "Research"}]) == ["Family", "Research"]
+    assert set(_resolve_selected_tag_labels({"value": {"Family", "Research"}})) == {"Family", "Research"}

tests/ui/test_jobs_page.py

@@ -55,6 +55,7 @@ class TestJobsPageRendering:
 
         assert response.status_code == 200
         assert "Document Name" in response.text
+        assert "# Sources" in response.text
         assert "Source Filename" not in response.text
         assert "Updated" in response.text
         assert "Created" not in response.text
@@ -112,6 +113,8 @@ class TestJobsPageRendering:
         assert response.status_code == 200
         assert "Create Processing Job" in response.text
         assert "Preselected Journal Entry" in response.text
+        assert "Provider" in response.text
+        assert "Model" in response.text
 
     @pytest.mark.asyncio
     async def test_job_detail_page_renders_logistics_and_links(self, app_client, seed_document_with_unlinked_job):

tests/ui/test_navigation_and_mounts.py

@@ -28,6 +28,7 @@ class TestNavigationAndMounts:
             "/ui/homepage",
             "/ui/homepage/edit",
             "/ui/documents",
+            "/ui/tags",
             "/ui/people",
             "/ui/sources",
             "/ui/jobs",

tests/ui/test_pages_registration.py

@@ -16,6 +16,7 @@ class TestPageRegistration:
         people_response = client.get("/ui/people")
         sources_response = client.get("/ui/sources")
         jobs_response = client.get("/ui/jobs")
+        tags_response = client.get("/ui/tags")
         settings_response = client.get("/ui/settings")
 
         assert homepage_response.status_code == 200
@@ -23,9 +24,11 @@ class TestPageRegistration:
         assert people_response.status_code == 200
         assert sources_response.status_code == 200
         assert jobs_response.status_code == 200
+        assert tags_response.status_code == 200
         assert settings_response.status_code == 200
         assert "Document Types" in settings_response.text
         assert "Person Roles" in settings_response.text
+        assert "Tags" in settings_response.text
         assert "Prompts" in settings_response.text
         assert "Home Page Text" in settings_response.text
         assert "README.md" not in settings_response.text

tests/ui/test_people_page.py

@@ -41,7 +41,28 @@ class TestPeoplePageRendering:
 
         assert response.status_code == 200
         assert "Ada Lovelace" in response.text
-        assert "Ada" in response.text
+        assert "FamilySearch ID" in response.text
+        assert "# Documents" in response.text
+        assert "Display Name" not in response.text
+        assert "Maiden Name" not in response.text
+
+    @pytest.mark.asyncio
+    async def test_people_page_shows_document_counts(self, app_client):
+        _, client = app_client
+
+        async with session_scope() as session:
+            role = (await session.exec(select(PersonRole).where(PersonRole.semantic_key == "author"))).one()
+            person = Person(full_name="Counted Person")
+            document = Document(name="Linked For Count")
+            session.add_all([person, document])
+            await session.flush()
+            session.add(DocumentPerson(document_id=document.id, person_id=person.id, role_id=role.id))
+            await session.commit()
+
+        response = client.get("/ui/people")
+
+        assert response.status_code == 200
+        assert '"document_count":1' in response.text
 
     def test_person_create_page_renders_fields(self, app_client):
         _, client = app_client

tests/ui/test_sources_page.py

@@ -261,9 +261,8 @@ class TestSourcesPageRendering:
         assert "SOURCE PAGE 1: DETAIL-SOURCE.PNG" in response.text.upper()
         assert "SOURCE METADATA" in response.text.upper()
         assert "SOURCEJOB METADATA" in response.text.upper()
-        assert "TRANSCRIPTION TEXT" in response.text.upper()
+        assert "TRANSCRIPTION TEXT" not in response.text.upper()
         assert "EDITABLE REVISION" in response.text.upper()
-        assert "original transcription text" in response.text
         assert "human revision text" in response.text
         assert "Save revision" in response.text
         assert "Previous Page" in response.text

tests/ui/test_tags_page.py

@@ -0,0 +1,43 @@
+"""Tests for the tags page route and grouped filtering behavior."""
+
+import pytest
+
+from transcription.db import session_scope
+from transcription.db.models import Document
+from transcription.services.documents import DocumentService
+
+
+@pytest.mark.integration
+class TestTagsPageRendering:
+    def test_tags_page_renders_empty_state_without_tags(self, app_client):
+        _, client = app_client
+
+        response = client.get("/ui/tags")
+
+        assert response.status_code == 200
+        assert "Tags" in response.text
+        assert "No tags are configured yet." in response.text
+
+    @pytest.mark.asyncio
+    async def test_tags_page_groups_documents_by_tag(self, app_client):
+        app, client = app_client
+        documents = DocumentService(session_factory=app.state.runtime.session_factory)
+
+        async with session_scope(session_factory=app.state.runtime.session_factory) as session:
+            first = Document(name="Tagged Letter")
+            second = Document(name="Tagged Journal")
+            session.add_all([first, second])
+            await session.flush()
+            await documents.sync_document_tags_by_labels(document_id=first.id, labels=["Family"], session=session)
+            await documents.sync_document_tags_by_labels(
+                document_id=second.id,
+                labels=["Family", "Research"],
+                session=session,
+            )
+            await session.commit()
+
+        response = client.get("/ui/tags")
+
+        assert response.status_code == 200
+        assert "Filter by tag" in response.text
+        assert "Tags" in response.text